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05-08

Apple stable upside

Is It Time to Stop Valuing Apple as a Growth Stock?

05-07

Meta ai upside

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05-07

Nvidia upside q1 earnings 22 may

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05-07

norm of investment job cuts till rate cuts

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05-07

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05-06

Apple iPad true laptop replacement is upside revenue .. apple share upside

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05-03

Nvidia always ai upside 22 may q1 earnings

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05-01

Btc dip buy btc shares for next week upside

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05-01

Btc drop to usd57k, btc shares like riot , clsk dip buy dor upside next week after fed Powell today speech no rate cut forgotten

Here's Why Binance Founder CZ Got off with 4-Month "Slap on the Wrist"

04-30

Fed Powell speak Wednesday

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04-30

Nvidia ai chips upside q1 earnings to watch

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04-30

Tesla cost control for upside

Tesla Shares Tumbled 5% in Morning Trading As Musk laid off Tesla Senior Executives in Fresh Job Cuts

04-30

Buffet legend

"Empty Chair Feeling" to Pervade Berkshire Meeting Without Munger

04-29

Tesla upside

Sorry, the original content has been removed

04-28

Tesla upside

For Tesla Stock Investors, There Are Only Three Letters That Matter

04-26

Good magnificent 7 more into passive dividend upside for $

As Alphabet Follows Meta With a Dividend, the Pressure Is Now on Amazon

04-25

Traders investors trim profits

Big Tech Stocks Sink With Meta Down 15%

04-25

Meta ai higher expenses but still upside as leading edge

Pre-Bell｜Nasdaq Futures Drop 1%; Meta Tumbles 15%; Alphabet Sinks 3%; Microsoft Slides 2%

04-25

Deflation trend

US Economy Slows and Inflation Jumps, Damping Soft-Landing Hopes

04-24

Nvidia ai dip buy for q1 upside earnings may

Nvidia: No Reason For An AI Panic

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stable upside","listText":"Apple stable upside","text":"Apple stable upside","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303761557864576","repostId":"2433774352","repostType":2,"repost":{"id":"2433774352","pubTimestamp":1715180196,"share":"https://www.laohu8.com/m/news/2433774352?lang=&edition=full","pubTime":"2024-05-08 22:56","market":"us","language":"en","title":"Is It Time to Stop Valuing Apple as a Growth Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2433774352","media":"Motley Fool","summary":"Apple stock popped in response to earnings, but growth is still languishing.","content":"<html><head></head><body><ul style=\"\"><li><p>Apple’s stint as a growth stock may be finally coming to an end.</p></li><li><p>Multiple years of sluggish sales are dampening investor optimism.</p></li><li><p>Apple is a reasonable value compared to its &#34;new&#34; peer group.</p></li></ul><p>Apple has long been viewed as one of the largest growth stocks in the world. But the growth is slowing. In fact, it&#39;s been virtually nonexistent for a couple of years now.</p><p>With iPhone sales declining and Apple facing intense competition, it&#39;s fair to consider if it is best to stop viewing Apple as a growth stock and reclassify it as a premium dividend-paying, blue-chip company. Let&#39;s find out if that reclassification would make Apple overvalued relative to other opportunities.</p><h2 id=\"id_2913796066\">The growth stock premium</h2><p>Growth stocks tend to fetch premium valuations relative to the market since they are expected to achieve much higher earnings in the future. Investors are willing to pay up for the stock today in the hopes that the growth narrative will play out.</p><p>Virtually every company was once a growth stock. Take Coca-Cola, for example, which we view today as a stodgy beverage company, although it pioneered the global distribution of soft drinks. Or McDonald&#39;s, which started as a fast-service burger stand but is now one of the best examples of the franchise business model at scale.</p><p>Today, these companies mainly reward shareholders through dividends and buybacks. Their earnings grow modestly each year, and there&#39;s no reason to think growth will take off anytime soon, given limited market opportunities. In this vein, it makes sense that these companies don&#39;t fetch sky-high multiples relative to the market.</p><h2 id=\"id_243738485\">Apple is overdue for an earnings spike</h2><p>Over the last three years, Apple&#39;s trailing 12-month revenue is up just 9.9% and its net income is up 15.7%. This slowing growth period is even more apparent if we look back over the last 15 years.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/53721cb73bce6f489c514bf210263d93\" alt=\"AAPL Revenue (TTM) data by YCharts\" title=\"AAPL Revenue (TTM) data by YCharts\" tg-width=\"720\" tg-height=\"539\"/><span>AAPL Revenue (TTM) data by YCharts</span></p><p>Apple has seen multiple periods of flattish growth, followed by some sharp upticks. The biggest spike came in 2020 and 2021 as investors flocked to goods purchases when services were unavailable during the pandemic.</p><p>Some investors hope that the lack of growth is simply due to the upgrade cycle. Historically, Apple has made annual upgrades to the iPhone, with a more substantial upgrade every few years. However, as my colleague Rick Munarriz points out, the three-year cycle is broken and Apple hasn&#39;t had that much-needed spike in sales to drive earnings growth.</p><p>This upgrade cycle could be delayed because products are lasting longer, and the last upgrade period was inflated by a surge in demand. But until that happens, it&#39;s easy to point to increased competition and a lack of innovation as reasons why Apple no longer deserves to be classified as a growth stock. In short, Apple is in &#34;prove it&#34; mode.</p><h2 id=\"id_2900394014\">A reasonable valuation</h2><p>The good news is that Apple is already priced similarly to many other dividend-paying, blue-chip companies.</p><p>Procter &amp; Gamble and Walmart are two industry-leading, historically low-growth companies with over 50 consecutive years of dividend increases -- making them both Dividend Kings. Both companies have an element of recession resilience, given their emphasis on consumer staples products and their ability to achieve good results no matter the economic cycle.</p><p>Despite being &#34;safe stocks,&#34; P&amp;G and Walmart don&#39;t necessarily have high yields. P&amp;G yields just 2.5%, and Walmart is an even lower 1.4%. Still, both companies have over a 25-forward price-to-earnings (P/E) ratio, whereas Apple has a 27.9 forward P/E.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1c72ac6af11d5b3728c208bc62d349b\" alt=\"AAPL PE Ratio (Forward) data by YCharts\" title=\"AAPL PE Ratio (Forward) data by YCharts\" tg-width=\"720\" tg-height=\"504\"/><span>AAPL PE Ratio (Forward) data by YCharts</span></p><p>The glass half-empty outlook on Apple is that its growth is slowing, and it doesn&#39;t deserve a premium growth stock valuation. But its current multiple suggests it isn&#39;t overvalued.</p><p>Apple is still a textbook example of vertical integration at its best. The rise of the company&#39;s services segment has helped Apple retain high operating margins despite much higher revenue. Services help extract more value from existing customers without requiring product upgrades.</p><p>Despite its slow growth, Apple can still reward shareholders with aggressive buybacks and dividends. It just announced its 12th consecutive dividend increase and a $110 billion stock repurchase program.</p><p>If Apple were not to do any buybacks and focused its entire capital return program on the dividend, it would yield 3.5% -- which is more than if P&amp;G and Walmart poured their entire capital return programs into the dividend.</p><p>Apple is an even better value if we consider the size of its cash, cash equivalents, and marketable securities position, which reached a whopping $162.3 billion as of the recent quarter.</p><h2 id=\"id_971345206\">Apple is a good pick in today&#39;s market</h2><p>Apple is already being valued similarly to industry-leading dividend stocks. The market is discounting the potential upside of the next iPhone upgrade cycle, which could be fueled by iPhones with artificial intelligence chips. The Apple Vision Pro or another new product could also catch on.</p><p>In sum, Apple&#39;s risk/potential reward profile seems like a good opportunity right now, especially given that the market is no longer valuing it as a growth stock/. But there&#39;s still plenty of potential growth left in the tank.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Time to Stop Valuing Apple as a Growth Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nIs It Time to Stop Valuing Apple as a Growth Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-08 22:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/05/08/is-it-time-to-stop-valuing-apple-as-a-growth-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s stint as a growth stock may be finally coming to an end.Multiple years of sluggish sales are dampening investor optimism.Apple is a reasonable value compared to its \"new\" peer group.Apple has ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/05/08/is-it-time-to-stop-valuing-apple-as-a-growth-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4532":"文艺复兴科技持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU2242652126.USD":"FIDELITY FUNDS GLOBAL DIVIDENDS PLUS \"A\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4558":"双十一","AAPL":"苹果","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","BK4559":"巴菲特持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4550":"红杉资本持仓","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0237698245.USD":"富达环球地产基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4512":"苹果概念","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC"},"source_url":"https://www.fool.com/investing/2024/05/08/is-it-time-to-stop-valuing-apple-as-a-growth-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433774352","content_text":"Apple’s stint as a growth stock may be finally coming to an end.Multiple years of sluggish sales are dampening investor optimism.Apple is a reasonable value compared to its \"new\" peer group.Apple has long been viewed as one of the largest growth stocks in the world. But the growth is slowing. In fact, it's been virtually nonexistent for a couple of years now.With iPhone sales declining and Apple facing intense competition, it's fair to consider if it is best to stop viewing Apple as a growth stock and reclassify it as a premium dividend-paying, blue-chip company. Let's find out if that reclassification would make Apple overvalued relative to other opportunities.The growth stock premiumGrowth stocks tend to fetch premium valuations relative to the market since they are expected to achieve much higher earnings in the future. Investors are willing to pay up for the stock today in the hopes that the growth narrative will play out.Virtually every company was once a growth stock. Take Coca-Cola, for example, which we view today as a stodgy beverage company, although it pioneered the global distribution of soft drinks. Or McDonald's, which started as a fast-service burger stand but is now one of the best examples of the franchise business model at scale.Today, these companies mainly reward shareholders through dividends and buybacks. Their earnings grow modestly each year, and there's no reason to think growth will take off anytime soon, given limited market opportunities. In this vein, it makes sense that these companies don't fetch sky-high multiples relative to the market.Apple is overdue for an earnings spikeOver the last three years, Apple's trailing 12-month revenue is up just 9.9% and its net income is up 15.7%. This slowing growth period is even more apparent if we look back over the last 15 years.AAPL Revenue (TTM) data by YChartsApple has seen multiple periods of flattish growth, followed by some sharp upticks. The biggest spike came in 2020 and 2021 as investors flocked to goods purchases when services were unavailable during the pandemic.Some investors hope that the lack of growth is simply due to the upgrade cycle. Historically, Apple has made annual upgrades to the iPhone, with a more substantial upgrade every few years. However, as my colleague Rick Munarriz points out, the three-year cycle is broken and Apple hasn't had that much-needed spike in sales to drive earnings growth.This upgrade cycle could be delayed because products are lasting longer, and the last upgrade period was inflated by a surge in demand. But until that happens, it's easy to point to increased competition and a lack of innovation as reasons why Apple no longer deserves to be classified as a growth stock. In short, Apple is in \"prove it\" mode.A reasonable valuationThe good news is that Apple is already priced similarly to many other dividend-paying, blue-chip companies.Procter & Gamble and Walmart are two industry-leading, historically low-growth companies with over 50 consecutive years of dividend increases -- making them both Dividend Kings. Both companies have an element of recession resilience, given their emphasis on consumer staples products and their ability to achieve good results no matter the economic cycle.Despite being \"safe stocks,\" P&G and Walmart don't necessarily have high yields. P&G yields just 2.5%, and Walmart is an even lower 1.4%. Still, both companies have over a 25-forward price-to-earnings (P/E) ratio, whereas Apple has a 27.9 forward P/E.AAPL PE Ratio (Forward) data by YChartsThe glass half-empty outlook on Apple is that its growth is slowing, and it doesn't deserve a premium growth stock valuation. But its current multiple suggests it isn't overvalued.Apple is still a textbook example of vertical integration at its best. The rise of the company's services segment has helped Apple retain high operating margins despite much higher revenue. Services help extract more value from existing customers without requiring product upgrades.Despite its slow growth, Apple can still reward shareholders with aggressive buybacks and dividends. It just announced its 12th consecutive dividend increase and a $110 billion stock repurchase program.If Apple were not to do any buybacks and focused its entire capital return program on the dividend, it would yield 3.5% -- which is more than if P&G and Walmart poured their entire capital return programs into the dividend.Apple is an even better value if we consider the size of its cash, cash equivalents, and marketable securities position, which reached a whopping $162.3 billion as of the recent quarter.Apple is a good pick in today's marketApple is already being valued similarly to industry-leading dividend stocks. The market is discounting the potential upside of the next iPhone upgrade cycle, which could be fueled by iPhones with artificial intelligence chips. The Apple Vision Pro or another new product could also catch on.In sum, Apple's risk/potential reward profile seems like a good opportunity right now, especially given that the market is no longer valuing it as a growth stock/. But there's still plenty of potential growth left in the tank.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303317470249032,"gmtCreate":1715072486212,"gmtModify":1715072489882,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Meta ai upside&nbsp;","listText":"Meta ai upside&nbsp;","text":"Meta ai upside","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303317470249032","repostId":"1105035108","repostType":2,"repost":{"id":"1105035108","pubTimestamp":1715072145,"share":"https://www.laohu8.com/m/news/1105035108?lang=&edition=full","pubTime":"2024-05-07 16:55","market":"us","language":"en","title":"Meta Platforms: Wall Street Is Wrong - Aggressive AI Investment And Unfettered Bullishness","url":"https://stock-news.laohu8.com/highlight/detail?id=1105035108","media":"seekingalpha","summary":"SummaryMeta Platforms plunged after its latest earnings release due to disappointment over increased investments in artificial intelligence.The company is underappreciated as one of the biggest benefi","content":"<html><head></head><body><h2 id=\"id_2192371797\" style=\"text-align: left;\">Summary</h2><ul style=\"\"><li><p>Meta Platforms plunged after its latest earnings release due to disappointment over increased investments in artificial intelligence.</p></li><li><p>The company is underappreciated as one of the biggest beneficiaries of AI, with AI-powered chatbots being one immediate driver of incremental value.</p></li><li><p>I explain why Meta Platforms appears to have an &#34;Amazon moat.&#34;</p></li><li><p>Meta Platforms stock remains a top pick and I reiterate my &#34;strong buy&#34; rating.</p></li></ul><p>It isn’t always a welcome sight when our stocks go up. A soaring stock price can make it hard to keep holding on to high-quality compounders. Meta Platforms (NASDAQ:META) was approaching such a predicament but then it “fortunately” traded sharply lower after its latest earnings release. The market appeared disappointed by management’s plans to ramp-up investments in artificial intelligence. It appears that many investors may have been more focused on the near-term profits from “Year of Efficiency” and less on the company’s long-term growth opportunity. Investors are right to be skeptical about ongoing investments in the metaverse, but I expect investments in artificial intelligence to pay big dividends in strengthening the growth story as well as earning a higher stock valuation. Investors should view this recent slide as a solid buying opportunity - I reiterate my strong buy rating on the stock.</p><h2 id=\"id_2517985229\" style=\"text-align: left;\">META Stock Price</h2><p style=\"text-align: left;\">I last covered META in March, where I explained why I was sticking by the name in spite of the strong stock performance. I was surprised to see the company dip after it reported solid results and outlined expectations to further increase their competitive advantages through accelerated investments.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/70dc57ec008434f7d91bb750adb1d150\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><p></p><p style=\"text-align: left;\">This is an opportunity to add to a long-term winner.</p><h2 id=\"id_1209522564\" style=\"text-align: left;\">META Stock Key Metrics</h2><p style=\"text-align: left;\">Generative AI hype may be beginning to fade just as the winners are becoming apparent. META is often ignored as an AI play due to not being a cloud operator, but it is arguably one of the biggest AI beneficiaries due to its ability to integrate AI across its platforms. One visible example is AI-powered chatbots to help its advertising clients connect with customers (among other use cases).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bfe7e2f6f4b4a8d8fede27179e9bd354\" alt=\"Meta AI\" title=\"Meta AI\" tg-width=\"1280\" tg-height=\"566\"/><span>Meta AI</span></p><p style=\"text-align: left;\"><strong>AI at Meta</strong></p><p style=\"text-align: left;\">As mentioned on the conference call, 30% of content generated on the Facebook feed (and 50% on Instagram) is powered by AI. I continue to view META as being one of the more underappreciated AI plays in the market today and believe that it will ultimately be the customers of AI that prove to be the biggest beneficiaries of generative AI.</p><p style=\"text-align: left;\">In its latest quarter, META delivered 27.6% YoY revenue growth to $36.5 billion, coming in at the high end of guidance of $34.5 billion to $37 billion. These are stunning results especially for a company of this size, but even this bullish investor must remind readers that the company is benefitting from lapping easy comparables, as the online advertising market was weak following the rise in interest rates. For reference, revenues grew by only 2.5% YoY in the first quarter of 2023. These comparables will become more difficult beginning in the third quarter, as the third quarter of 2023 saw revenues grow by 23% YoY.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b87089e5d2c7fe34f7055dfe3b71c9d4\" alt=\"2024 Q1 Presentation\" title=\"2024 Q1 Presentation\" tg-width=\"1280\" tg-height=\"625\"/><span>2024 Q1 Presentation</span></p><p style=\"text-align: left;\">The Family of Apps (this includes Facebook and Instagram) posted typically strong operating margins at 49.2%, representing nearly 1,000 bps expansion YoY. The strong profit margins seen in the business help to offset the deep losses in Reality Labs, leading to a consolidated operating margin of 38%. It is interesting to see the company burn $3.8 billion in Reality Labs operating losses in the latest quarter yet still post an operating margin that would place it in the upper echelon of the tech sector (and the market overall).</p><p style=\"text-align: left;\">I was disappointed to see META stop disclosing user metrics for Facebook, but this may make some sense given the company’s other social media platforms. Family daily active people showed healthy growth at 7.2% YoY and 1.6% QoQ, indicating that the company’s platforms remain as relevant as ever. I would be concerned if DAP growth turned negative, even if profits continue to grow, as such a scenario might indicate existential issues ahead - but this isn’t the case here.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1d0c66b269d76f86a8f6ce8ca1858d93\" alt=\"2024 Q1 Presentation\" title=\"2024 Q1 Presentation\" tg-width=\"1280\" tg-height=\"601\"/><span>2024 Q1 Presentation</span></p><p style=\"text-align: left;\">After seeing growth in average revenue per person (‘ARPP’) briefly struggle in 2023, the company is back to showing solid growth in this metric.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7394409091e770c44ccaf5f001d8c337\" alt=\"2024 Q1 Presentation\" title=\"2024 Q1 Presentation\" tg-width=\"1280\" tg-height=\"599\"/><span>2024 Q1 Presentation</span></p><p style=\"text-align: left;\">Management showed that they can balance investing in growth with rewarding shareholders, spending $14.64 billion on share repurchases and $1.27 billion on dividends. Total returns to shareholders outpaced $12.4 billion of GAAP net income - the company is a true “cash cow.” META ended the quarter with $58 billion of cash versus $18.4 billion of debt, representing a bulletproof balance sheet.</p><p style=\"text-align: left;\">Looking ahead, management has guided for the second quarter to see revenue between $36.5 billion and $39 billion, representing 23.8% YoY growth at the high end. Consensus estimates call for $38.2 billion in revenues, which looks achievable from my view. The company saw CapEx decline in 2023, which appears to go hand-in-hand with the “Year of Efficiency.” However, as management discussed on the call, they intend to significantly increase CapEx spending moving forward in order to address the AI opportunity. Management raised 2024 CapEx guidance from $30 to $37 billion up to $35 to $40 billion, and further noted expectations for that number to increase in 2025 as well.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ad78143a176857b1b86ce7ec0aba32ac\" alt=\"2024 Q1 Presentation\" title=\"2024 Q1 Presentation\" tg-width=\"1280\" tg-height=\"644\"/><span>2024 Q1 Presentation</span></p><p style=\"text-align: left;\">It isn’t just CapEx creep coming ahead for the company. Management outlined expectations to ramp up expenses as it grows headcount to invest in AI. Management noted that this may be similar to their prior investment periods such as Reels in which the company did not see an immediate ROI for quite some time. While this management team arguably deserves the benefit of the doubt given the ultra-high FoA operating margins, it appears that Wall Street is concerned that management is back-tracking the commitments stemming from the “Year of Efficiency.” Perhaps Wall Street is worried that the stunning losses seen in Reality Labs are beginning to contaminate margins in the core business for the long term. Yet, this is where I have fundamental disagreements with the market. Wall Street seems to dislike the potential near term margin compression at the company, but is missing the forest for the trees. Management’s ability - and willingness - to invest large amounts of capital in the potentially high ROI opportunity of artificial intelligence should be cheered, not punished. The most famous example is that of Amazon (AMZN), which invested heavily in its e-commerce operations over many decades, leading it to show minimal operating income for a long time until the company was unable to find enough investments to “offset” the growing operating income.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c49a94559c77ae98ada0de177333a11d\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">AMZN stock is up 10x since 2015 when operating income began inflecting sharply higher. The point here isn’t to imply 10x potential upside for META, but instead to illustrate that Wall Street sometimes rewards stocks only after the fruits of the investment are abundantly clear. Patient investors can choose to invest prior to this and potentially reap generous rewards.</p><p style=\"text-align: left;\">I call this ability to invest high amounts of capital at high ROI the “Amazon Moat” and I am excited to see META management decide to invest aggressively in their AI capabilities, as suddenly this may become a clear competitive advantage relative to peers. Just several years ago, the market was concerned about TikTok competitive threats and META’s ability to cope with data privacy changes from Apple (AAPL). At the time, it certainly felt like META was facing challenges beyond its control. The company’s massive investments in AI may change that narrative and further secure the company’s future growth streams.</p><p style=\"text-align: left;\">But perhaps it was some of management’s other commentary that pushed the market over the edge. Management did not dispute the notion that China was driving much of the growth, which may concern some investors given that some operators like PDD (PDD) appear to be spending aggressively to take market share in the United States. That said, the company does break out revenue by user geography, and growth outside of Asia-Pacific was actually stronger as Asia-Pacific growth (which includes Asian regions besides China) was slower at 25%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d6ce2ff816a3b4f5ebb0175956c24774\" alt=\"revenue by geography\" title=\"revenue by geography\" tg-width=\"1280\" tg-height=\"631\"/><span>revenue by geography</span></p><p style=\"text-align: left;\">AMZN stock is up 10x since 2015 when operating income began inflecting sharply higher. The point here isn’t to imply 10x potential upside for META but instead to illustrate that Wall Street sometimes rewards stocks only after the fruits of the investment are abundantly clear. Patient investors can choose to invest prior to this and potentially reap generous rewards.</p><p style=\"text-align: left;\">But I found it puzzling to hear management say things like they view FoA and Reality Labs as “fundamentally the same business.” I think the stock has re-rated higher over the past 2 years, largely due to Wall Street focusing more on the FoA and being willing to overlook Reality Labs - somewhat similar to Alphabet (GOOGL) and its “Other Bets” segment. However, management’s continued insistence and commitment to Reality Labs may be causing some investors to question whether their understanding is correct. Whereas I am quite bullish on management’s planned investments in artificial intelligence, I remain conflicted on their ongoing investments in Reality Labs, as it is not immediately clear if the undeniably intriguing technology will be backed by an acceptable return on investment.</p><h2 id=\"id_1423390997\" style=\"text-align: left;\">Is META Stock A Buy, Sell, or Hold?</h2><p style=\"text-align: left;\">The 400% return in META since late 2022 may end up being one of the greatest recoveries among mega-cap stocks. Yet even after the run-up, the stock still trades at a compelling 23x earnings.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b510c48c507423b6d13d0a15577b8073\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"1280\" tg-height=\"286\"/><span>Seeking Alpha</span></p><p style=\"text-align: left;\">Reality Labs will likely detract at least 25% from consolidated earnings, implying around $25 in FoA EPS. Thus, if one believes that Reality Labs should be worth at least $0 and FoA should be worth 23x earnings, then the stock has around 25% potential upside from that alone. I am of the view that the company’s investments in AI will further its business model advantages - it already appears to be the most advertiser-friendly social media platform on the planet (as evidenced by the high ARPP metrics). If the company can sustain mid to high single-digit top-line growth, then that in conjunction with the net cash balance sheet arguably justify at least a 30x FoA earnings multiple - I base that valuation on where other high-quality stocks trade like Apple, REITs, and others. That could imply a 12-month price target of up to $750 per share, or 63% potential upside, but these kinds of quality theses may take several years to play out.</p><p style=\"text-align: left;\">What are the key risks? I view the most pressing near term risk to be that of decelerating top-line growth rates. I suspect that most investors understand that the company is benefitting from lapping easier comparables and must see a deceleration in top-line growth at some point, but expectations often do not match reality in such transitions. Further, investors might not view META as being high quality as I do, which may imply that volatility is guaranteed over the next 2 to 3 quarters. Management might further their investments in Reality Labs or fail to deliver acceptable ROI even on their investments in AI. It is possible that the company’s exposure to China is greater than expected and for revenue growth to slow down dramatically over the coming quarters. I note that the TikTok competitive threat remains real, even if Wall Street seems to have forgotten about it. A “TikTok ban” has been passed by our legislators, but I find it highly doubtful for U.S. operations to cease (it seems more likely that TikTok would divest Chinese ownership interests instead of exiting the country, despite what management has been saying). This might not only impact top-line growth rates, but may also impact the stock’s ability to re-rate as expected.</p><h2 id=\"id_2468281631\" style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">Wall Street appears concerned about increased investments in AI, but as a long-term investor, I view the same data with contrarian bullishness. The bullish thesis is in motion, with the company capitalizing on its AI-powered content generation and advertiser support. The valuation still looks conservative given the quality of this business, and I see solid upside ahead between ongoing growth and multiple expansion potential. I reiterate my strong buy rating for the stock.</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>Meta Platforms: Wall Street Is Wrong - Aggressive AI Investment And Unfettered Bullishness</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Platforms: Wall Street Is Wrong - Aggressive AI Investment And Unfettered Bullishness\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-07 16:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4690021-meta-platforms-wall-street-wrong-aggressive-ai-investment><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMeta Platforms plunged after its latest earnings release due to disappointment over increased investments in artificial intelligence.The company is underappreciated as one of the biggest ...</p>\n\n<a href=\"https://seekingalpha.com/article/4690021-meta-platforms-wall-street-wrong-aggressive-ai-investment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms"},"source_url":"https://seekingalpha.com/article/4690021-meta-platforms-wall-street-wrong-aggressive-ai-investment","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105035108","content_text":"SummaryMeta Platforms plunged after its latest earnings release due to disappointment over increased investments in artificial intelligence.The company is underappreciated as one of the biggest beneficiaries of AI, with AI-powered chatbots being one immediate driver of incremental value.I explain why Meta Platforms appears to have an \"Amazon moat.\"Meta Platforms stock remains a top pick and I reiterate my \"strong buy\" rating.It isn’t always a welcome sight when our stocks go up. A soaring stock price can make it hard to keep holding on to high-quality compounders. Meta Platforms (NASDAQ:META) was approaching such a predicament but then it “fortunately” traded sharply lower after its latest earnings release. The market appeared disappointed by management’s plans to ramp-up investments in artificial intelligence. It appears that many investors may have been more focused on the near-term profits from “Year of Efficiency” and less on the company’s long-term growth opportunity. Investors are right to be skeptical about ongoing investments in the metaverse, but I expect investments in artificial intelligence to pay big dividends in strengthening the growth story as well as earning a higher stock valuation. Investors should view this recent slide as a solid buying opportunity - I reiterate my strong buy rating on the stock.META Stock PriceI last covered META in March, where I explained why I was sticking by the name in spite of the strong stock performance. I was surprised to see the company dip after it reported solid results and outlined expectations to further increase their competitive advantages through accelerated investments.Data by YChartsThis is an opportunity to add to a long-term winner.META Stock Key MetricsGenerative AI hype may be beginning to fade just as the winners are becoming apparent. META is often ignored as an AI play due to not being a cloud operator, but it is arguably one of the biggest AI beneficiaries due to its ability to integrate AI across its platforms. One visible example is AI-powered chatbots to help its advertising clients connect with customers (among other use cases).Meta AIAI at MetaAs mentioned on the conference call, 30% of content generated on the Facebook feed (and 50% on Instagram) is powered by AI. I continue to view META as being one of the more underappreciated AI plays in the market today and believe that it will ultimately be the customers of AI that prove to be the biggest beneficiaries of generative AI.In its latest quarter, META delivered 27.6% YoY revenue growth to $36.5 billion, coming in at the high end of guidance of $34.5 billion to $37 billion. These are stunning results especially for a company of this size, but even this bullish investor must remind readers that the company is benefitting from lapping easy comparables, as the online advertising market was weak following the rise in interest rates. For reference, revenues grew by only 2.5% YoY in the first quarter of 2023. These comparables will become more difficult beginning in the third quarter, as the third quarter of 2023 saw revenues grow by 23% YoY.2024 Q1 PresentationThe Family of Apps (this includes Facebook and Instagram) posted typically strong operating margins at 49.2%, representing nearly 1,000 bps expansion YoY. The strong profit margins seen in the business help to offset the deep losses in Reality Labs, leading to a consolidated operating margin of 38%. It is interesting to see the company burn $3.8 billion in Reality Labs operating losses in the latest quarter yet still post an operating margin that would place it in the upper echelon of the tech sector (and the market overall).I was disappointed to see META stop disclosing user metrics for Facebook, but this may make some sense given the company’s other social media platforms. Family daily active people showed healthy growth at 7.2% YoY and 1.6% QoQ, indicating that the company’s platforms remain as relevant as ever. I would be concerned if DAP growth turned negative, even if profits continue to grow, as such a scenario might indicate existential issues ahead - but this isn’t the case here.2024 Q1 PresentationAfter seeing growth in average revenue per person (‘ARPP’) briefly struggle in 2023, the company is back to showing solid growth in this metric.2024 Q1 PresentationManagement showed that they can balance investing in growth with rewarding shareholders, spending $14.64 billion on share repurchases and $1.27 billion on dividends. Total returns to shareholders outpaced $12.4 billion of GAAP net income - the company is a true “cash cow.” META ended the quarter with $58 billion of cash versus $18.4 billion of debt, representing a bulletproof balance sheet.Looking ahead, management has guided for the second quarter to see revenue between $36.5 billion and $39 billion, representing 23.8% YoY growth at the high end. Consensus estimates call for $38.2 billion in revenues, which looks achievable from my view. The company saw CapEx decline in 2023, which appears to go hand-in-hand with the “Year of Efficiency.” However, as management discussed on the call, they intend to significantly increase CapEx spending moving forward in order to address the AI opportunity. Management raised 2024 CapEx guidance from $30 to $37 billion up to $35 to $40 billion, and further noted expectations for that number to increase in 2025 as well.2024 Q1 PresentationIt isn’t just CapEx creep coming ahead for the company. Management outlined expectations to ramp up expenses as it grows headcount to invest in AI. Management noted that this may be similar to their prior investment periods such as Reels in which the company did not see an immediate ROI for quite some time. While this management team arguably deserves the benefit of the doubt given the ultra-high FoA operating margins, it appears that Wall Street is concerned that management is back-tracking the commitments stemming from the “Year of Efficiency.” Perhaps Wall Street is worried that the stunning losses seen in Reality Labs are beginning to contaminate margins in the core business for the long term. Yet, this is where I have fundamental disagreements with the market. Wall Street seems to dislike the potential near term margin compression at the company, but is missing the forest for the trees. Management’s ability - and willingness - to invest large amounts of capital in the potentially high ROI opportunity of artificial intelligence should be cheered, not punished. The most famous example is that of Amazon (AMZN), which invested heavily in its e-commerce operations over many decades, leading it to show minimal operating income for a long time until the company was unable to find enough investments to “offset” the growing operating income.Data by YChartsAMZN stock is up 10x since 2015 when operating income began inflecting sharply higher. The point here isn’t to imply 10x potential upside for META, but instead to illustrate that Wall Street sometimes rewards stocks only after the fruits of the investment are abundantly clear. Patient investors can choose to invest prior to this and potentially reap generous rewards.I call this ability to invest high amounts of capital at high ROI the “Amazon Moat” and I am excited to see META management decide to invest aggressively in their AI capabilities, as suddenly this may become a clear competitive advantage relative to peers. Just several years ago, the market was concerned about TikTok competitive threats and META’s ability to cope with data privacy changes from Apple (AAPL). At the time, it certainly felt like META was facing challenges beyond its control. The company’s massive investments in AI may change that narrative and further secure the company’s future growth streams.But perhaps it was some of management’s other commentary that pushed the market over the edge. Management did not dispute the notion that China was driving much of the growth, which may concern some investors given that some operators like PDD (PDD) appear to be spending aggressively to take market share in the United States. That said, the company does break out revenue by user geography, and growth outside of Asia-Pacific was actually stronger as Asia-Pacific growth (which includes Asian regions besides China) was slower at 25%.revenue by geographyAMZN stock is up 10x since 2015 when operating income began inflecting sharply higher. The point here isn’t to imply 10x potential upside for META but instead to illustrate that Wall Street sometimes rewards stocks only after the fruits of the investment are abundantly clear. Patient investors can choose to invest prior to this and potentially reap generous rewards.But I found it puzzling to hear management say things like they view FoA and Reality Labs as “fundamentally the same business.” I think the stock has re-rated higher over the past 2 years, largely due to Wall Street focusing more on the FoA and being willing to overlook Reality Labs - somewhat similar to Alphabet (GOOGL) and its “Other Bets” segment. However, management’s continued insistence and commitment to Reality Labs may be causing some investors to question whether their understanding is correct. Whereas I am quite bullish on management’s planned investments in artificial intelligence, I remain conflicted on their ongoing investments in Reality Labs, as it is not immediately clear if the undeniably intriguing technology will be backed by an acceptable return on investment.Is META Stock A Buy, Sell, or Hold?The 400% return in META since late 2022 may end up being one of the greatest recoveries among mega-cap stocks. Yet even after the run-up, the stock still trades at a compelling 23x earnings.Seeking AlphaReality Labs will likely detract at least 25% from consolidated earnings, implying around $25 in FoA EPS. Thus, if one believes that Reality Labs should be worth at least $0 and FoA should be worth 23x earnings, then the stock has around 25% potential upside from that alone. I am of the view that the company’s investments in AI will further its business model advantages - it already appears to be the most advertiser-friendly social media platform on the planet (as evidenced by the high ARPP metrics). If the company can sustain mid to high single-digit top-line growth, then that in conjunction with the net cash balance sheet arguably justify at least a 30x FoA earnings multiple - I base that valuation on where other high-quality stocks trade like Apple, REITs, and others. That could imply a 12-month price target of up to $750 per share, or 63% potential upside, but these kinds of quality theses may take several years to play out.What are the key risks? I view the most pressing near term risk to be that of decelerating top-line growth rates. I suspect that most investors understand that the company is benefitting from lapping easier comparables and must see a deceleration in top-line growth at some point, but expectations often do not match reality in such transitions. Further, investors might not view META as being high quality as I do, which may imply that volatility is guaranteed over the next 2 to 3 quarters. Management might further their investments in Reality Labs or fail to deliver acceptable ROI even on their investments in AI. It is possible that the company’s exposure to China is greater than expected and for revenue growth to slow down dramatically over the coming quarters. I note that the TikTok competitive threat remains real, even if Wall Street seems to have forgotten about it. A “TikTok ban” has been passed by our legislators, but I find it highly doubtful for U.S. operations to cease (it seems more likely that TikTok would divest Chinese ownership interests instead of exiting the country, despite what management has been saying). This might not only impact top-line growth rates, but may also impact the stock’s ability to re-rate as expected.ConclusionWall Street appears concerned about increased investments in AI, but as a long-term investor, I view the same data with contrarian bullishness. The bullish thesis is in motion, with the company capitalizing on its AI-powered content generation and advertiser support. The valuation still looks conservative given the quality of this business, and I see solid upside ahead between ongoing growth and multiple expansion potential. I reiterate my strong buy rating for the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303315641286680,"gmtCreate":1715071927723,"gmtModify":1715071932405,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Nvidia upside q1 earnings 22 may&nbsp;","listText":"Nvidia upside q1 earnings 22 may&nbsp;","text":"Nvidia upside q1 earnings 22 may","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303315641286680","repostId":"2433049774","repostType":2,"repost":{"id":"2433049774","pubTimestamp":1715080729,"share":"https://www.laohu8.com/m/news/2433049774?lang=&edition=full","pubTime":"2024-05-07 19:18","market":"us","language":"en","title":"Option Witch | NVDA Stock Is Still Undervalued, Short Put is a Great Income Play","url":"https://stock-news.laohu8.com/highlight/detail?id=2433049774","media":"Barchart","summary":"Nvidia Inc.  stock still looks undervalued here, even though the stock keeps rising. This is based on higher analyst revenue and FCF estimates. This creates a good short-put play, especially for existing investors.NVDA stock is up 3.5% today to $918.44. But it is still worth over $1,000 per share. This is based on analyst target prices and also an analysis of the value of its huge free cash flow .But the market is still scared about its valuation. That has pushed up its put option premiums. That presents an excellent shorting opportunity for investors who sell short out-of-the-money  put options in nearby expiry periods.I discussed this in my last Barchart article on April 18, “Nvidia Stock Still Looks Undervalued - Good for Investors Who Sell Short OTM Puts for Income.”As it turns out the stock closed at $887.89, so these puts stayed out-of-the-money. Existing investors who owned NVDA stock made money in two ways. First, they made the 2.45% income by shorting these OTM puts. And they ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia Inc.</a> stock still looks undervalued here, even though the stock keeps rising. This is based on higher analyst revenue and FCF estimates. This creates a good short-put play, especially for existing investors.</p><p>NVDA stock is up 3.5% today to $918.44. But it is still worth over $1,000 per share. This is based on analyst target prices and also an analysis of the value of its huge free cash flow (FCF).</p><p>But the market is still scared about its valuation. That has pushed up its put option premiums. That presents an excellent shorting opportunity for investors who sell short out-of-the-money (OTM) put options in nearby expiry periods.</p><h3 id=\"id_4175916093\">Shorting OTM Puts in NVDA Stock</h3><p>I discussed this in my last Barchart article on April 18, “Nvidia Stock Still Looks Undervalued - Good for Investors Who Sell Short OTM Puts for Income.” </p><p>The May 3 expiration put option at the $850 strike price was trading for $20.80 on the bid side. That provided a 2.45% income play (i.e., $20.80/$880.00). This strike price was 3.6% out-of-the-money (OTM) as NVDA stock was at $881.86 on April 18.</p><p>As it turns out the stock closed at $887.89, so these puts stayed out-of-the-money. Existing investors who owned NVDA stock made money in two ways. First, they made the 2.45% income by shorting these OTM puts. And they also gained the upside in the stock.</p><p>This can be done again today, especially since NVDA stock still looks undervalued. Let&#39;s review the price targets for the stock.</p><h3 id=\"id_3380802235\">Price Targets for NVDA Stock</h3><p>Based on analyst estimates, Nvidia could generate $62.5 billion in free cash flow over the next 12 months (NTM). That is based on a 50% FCF margin forecast, (it made 51% FCF margins last quarter). </p><p>So, using analysts&#39; revenue estimates of $112.07 billion in revenue this year and $137.81 billion next year (Seeking Alpha) and multiplying the average NTM revenue of $124.94 billion by 50%, we get a NTM FCF estimate of $62.47 billion.</p><p>Next, using a 2.25% FCF yield metric (which is the same as multiplying FCF by 44.44x, Nvidia&#39;s market cap could rise to $2.78 trillion. That is 21% higher than Friday&#39;s market cap of $2.294 trillion.</p><p>In other words, NVDA stock is worth at least 21% more than $887.89, or $1,074.35 per share. That is still 17% higher than today&#39;s price. </p><p>Moreover, other analysts agree that NVDA has a higher price target. For example, Barchart&#39;s survey of 38 analysts shows that the average price target is $955.78. Refinitiv&#39;s survey (Yahoo! Finance) has an average price target of $1,008.90 for 47 analysts. AnaChart, a new sell-side analyst tracking service shows that the average of 38 analysts&#39; target prices is $992.10.</p><p>The bottom line is that all analysts see a significant upside in NVDA stock. That means shorting OTM puts again might make sense here, especially for long investors in the stock.</p><h3 id=\"id_3968225722\">Shorting OTM Puts in NVDA Stock</h3><p>Look at the May 31 expiration option chain for NVDA put options. This is 25 days from today. It shows that out-of-the-money (OTM) put options still have high premiums. That makes shorting them a potentially profitable play.</p><p>For example, look at the $880 strike price puts. It shows that the bid-side premium is $39.5, or a 4.48% put yield (i.e., $39.5/$880). That is for a strike price that is over 4.6% below today&#39;s price.</p><p>‌<a href=\"https://ttm.financial/OPT/NVDA%2020240531%20880.0%20PUT\" title=\"$NVDA 20240531 880.0 PUT$  \" class=\"immutable-element\">$NVDA 20240531 880.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/de0a9b28ddec03cc593909e330ebfcee\" tg-width=\"1170\" tg-height=\"1372\"/></p><p> </p><p>‌‌<a href=\"https://ttm.financial/OPT/NVDA%2020240531%20870.0%20PUT\" title=\"$NVDA 20240531 870.0 PUT$  \" class=\"immutable-element\">$NVDA 20240531 870.0 PUT$</a></p><p>Moreover, the $870 strike price has a premium of $35.50 per contract with a strike price that is 5.8% below today&#39;s price. That provides a short seller with a bid side yield of 4.08%. These are extremely high yields compared to many other stocks.</p><p>It also has a high level of risk. For example, unless the stock stays above $870 or $880 in the next 3 weeks or so, the short-put investor may have to buy more shares. The implied volatility is high at over 62%. That means the stock could fall significantly from here, based on its average price fluctuations.</p><p>However, there is good downside protection on a breakeven basis. For example, the investor who shorts the $870 strike price has a breakeven level of $870-$36.80, or $833.20 per share. That is almost 10% below today&#39;s price. And remember this is for just 25 days.</p><p>Moreover, the short seller does not have to hold this play until expiration. In the next two weeks, if the stock does not fall significantly, the put option premium is likely to be much lower. That allows the investor to cover their short play and potentially roll it over to another period, booking the profit.</p><p>The bottom line is that NVDA stock still has a good upside. For existing investors, one way to play this is to short OTM puts. That way they can take advantage of the high put option premiums to gain extra income, as well as make money if the stock moves higher. The extra income also helps hedge any short-term downside in their long position in NVDA stock.</p></body></html>","source":"barchart_highlight","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>Option Witch | NVDA Stock Is Still Undervalued, Short Put is a Great Income Play</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\">\nOption Witch | NVDA Stock Is Still Undervalued, Short Put is a Great Income Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-07 19:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barchart.com/story/news/25988550/nvida-stock-is-still-undervalued-and-shorting-its-put-options-are-still-are-great-income-play><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Inc. stock still looks undervalued here, even though the stock keeps rising. This is based on higher analyst revenue and FCF estimates. This creates a good short-put play, especially for ...</p>\n\n<a href=\"https://www.barchart.com/story/news/25988550/nvida-stock-is-still-undervalued-and-shorting-its-put-options-are-still-are-great-income-play\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","NVDA":"英伟达","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4550":"红杉资本持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4549":"软银资本持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","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","BK4529":"IDC概念","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4141":"半导体产品","BK4532":"文艺复兴科技持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0109392836.USD":"富兰克林科技股A","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4551":"寇图资本持仓"},"source_url":"https://www.barchart.com/story/news/25988550/nvida-stock-is-still-undervalued-and-shorting-its-put-options-are-still-are-great-income-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433049774","content_text":"Nvidia Inc. stock still looks undervalued here, even though the stock keeps rising. This is based on higher analyst revenue and FCF estimates. This creates a good short-put play, especially for existing investors.NVDA stock is up 3.5% today to $918.44. But it is still worth over $1,000 per share. This is based on analyst target prices and also an analysis of the value of its huge free cash flow (FCF).But the market is still scared about its valuation. That has pushed up its put option premiums. That presents an excellent shorting opportunity for investors who sell short out-of-the-money (OTM) put options in nearby expiry periods.Shorting OTM Puts in NVDA StockI discussed this in my last Barchart article on April 18, “Nvidia Stock Still Looks Undervalued - Good for Investors Who Sell Short OTM Puts for Income.” The May 3 expiration put option at the $850 strike price was trading for $20.80 on the bid side. That provided a 2.45% income play (i.e., $20.80/$880.00). This strike price was 3.6% out-of-the-money (OTM) as NVDA stock was at $881.86 on April 18.As it turns out the stock closed at $887.89, so these puts stayed out-of-the-money. Existing investors who owned NVDA stock made money in two ways. First, they made the 2.45% income by shorting these OTM puts. And they also gained the upside in the stock.This can be done again today, especially since NVDA stock still looks undervalued. Let's review the price targets for the stock.Price Targets for NVDA StockBased on analyst estimates, Nvidia could generate $62.5 billion in free cash flow over the next 12 months (NTM). That is based on a 50% FCF margin forecast, (it made 51% FCF margins last quarter). So, using analysts' revenue estimates of $112.07 billion in revenue this year and $137.81 billion next year (Seeking Alpha) and multiplying the average NTM revenue of $124.94 billion by 50%, we get a NTM FCF estimate of $62.47 billion.Next, using a 2.25% FCF yield metric (which is the same as multiplying FCF by 44.44x, Nvidia's market cap could rise to $2.78 trillion. That is 21% higher than Friday's market cap of $2.294 trillion.In other words, NVDA stock is worth at least 21% more than $887.89, or $1,074.35 per share. That is still 17% higher than today's price. Moreover, other analysts agree that NVDA has a higher price target. For example, Barchart's survey of 38 analysts shows that the average price target is $955.78. Refinitiv's survey (Yahoo! Finance) has an average price target of $1,008.90 for 47 analysts. AnaChart, a new sell-side analyst tracking service shows that the average of 38 analysts' target prices is $992.10.The bottom line is that all analysts see a significant upside in NVDA stock. That means shorting OTM puts again might make sense here, especially for long investors in the stock.Shorting OTM Puts in NVDA StockLook at the May 31 expiration option chain for NVDA put options. This is 25 days from today. It shows that out-of-the-money (OTM) put options still have high premiums. That makes shorting them a potentially profitable play.For example, look at the $880 strike price puts. It shows that the bid-side premium is $39.5, or a 4.48% put yield (i.e., $39.5/$880). That is for a strike price that is over 4.6% below today's price.‌$NVDA 20240531 880.0 PUT$ ‌‌$NVDA 20240531 870.0 PUT$Moreover, the $870 strike price has a premium of $35.50 per contract with a strike price that is 5.8% below today's price. That provides a short seller with a bid side yield of 4.08%. These are extremely high yields compared to many other stocks.It also has a high level of risk. For example, unless the stock stays above $870 or $880 in the next 3 weeks or so, the short-put investor may have to buy more shares. The implied volatility is high at over 62%. That means the stock could fall significantly from here, based on its average price fluctuations.However, there is good downside protection on a breakeven basis. For example, the investor who shorts the $870 strike price has a breakeven level of $870-$36.80, or $833.20 per share. That is almost 10% below today's price. And remember this is for just 25 days.Moreover, the short seller does not have to hold this play until expiration. In the next two weeks, if the stock does not fall significantly, the put option premium is likely to be much lower. That allows the investor to cover their short play and potentially roll it over to another period, booking the profit.The bottom line is that NVDA stock still has a good upside. For existing investors, one way to play this is to short OTM puts. That way they can take advantage of the high put option premiums to gain extra income, as well as make money if the stock moves higher. The extra income also helps hedge any short-term downside in their long position in NVDA stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303222296854560,"gmtCreate":1715064402484,"gmtModify":1715064405907,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"norm of&nbsp; investment job cuts till rate cuts&nbsp;","listText":"norm of&nbsp; investment job cuts till rate cuts&nbsp;","text":"norm of investment job cuts till rate cuts","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303222296854560","repostId":"1110553973","repostType":4,"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303207997960224,"gmtCreate":1715060911542,"gmtModify":1715060915221,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Buffet share invest strategy stable returns&nbsp;","listText":"Buffet share invest strategy stable returns&nbsp;","text":"Buffet share invest strategy stable returns","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303207997960224","repostId":"2433323881","repostType":4,"repost":{"id":"2433323881","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":1715047200,"share":"https://www.laohu8.com/m/news/2433323881?lang=&edition=full","pubTime":"2024-05-07 10:00","market":"us","language":"en","title":"Sorry, Elon: Warren Buffett Won't Be Buying Tesla Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2433323881","media":"Dow Jones","summary":"Tesla doesn’t fit the Berkshire Hathaway formulaElon Musk says “it’s an obvious move” for Berkshire Hathaway to buy Tesla stock. Not so fast.“We only swing at pitches we like,” Buffett has said.Tesla ","content":"<html><head></head><body><p>Tesla doesn’t fit the Berkshire Hathaway formula</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0f6f4158b6c87b60298d5044214a189d\" alt=\"Elon Musk says “it’s an obvious move” for Berkshire Hathaway to buy Tesla stock. Not so fast.\" title=\"Elon Musk says “it’s an obvious move” for Berkshire Hathaway to buy Tesla stock. Not so fast.\" tg-width=\"701\" tg-height=\"793\"/><span>Elon Musk says “it’s an obvious move” for Berkshire Hathaway to buy Tesla stock. Not so fast.</span></p><p><strong><em>“We only swing at pitches we like,” Buffett has said.</em></strong></p><p style=\"text-align: start;\">Tesla Chief Executive Elon Musk suggested over the weekend that Warren Buffett’s Berkshire Hathaway should purchase Tesla stock.</p><p style=\"text-align: start;\">“It’s an obvious move,” Musk posted in a message on X, the social-media service platform he owns.</p><p>Buffett likely wouldn’t agree. That’s because Tesla’s shares have far different characteristics than the kind of stocks that Buffett over the years has favored. While this is no guarantee that Berkshire wouldn’t purchase Tesla stock, it would be highly out of character for Buffett to do so. (Multiple attempts to seek comment from Berkshire Hathaway were unsuccessful.)</p><p>We know the kind of stocks Buffett favors because of a study that appeared six years ago in the Financial Analysts Journal. Entitled “Buffett’s Alpha,” the study was conducted by three principals at AQR Capital Management, each of whom has strong academic credentials: Andrea Frazzini, David Kabiller, and Lasse Pedersen.</p><p>These researchers in effect unlocked the secret of Buffett’s long-term success. Up until their study appeared, no one had succeeded in devising a set of stock-picking criteria that, in backtesting, would have performed as well as Berkshire Hathaway. Many had concluded that Buffett’s success was dependent on his unique insight and could not be duplicated.</p><p>In essence, stocks satisfy the criteria to the extent they simultaneously have low price-to-book ratios and betas, and high dividend-payout ratios and growth rates of profits.</p><p>Tesla satisfies just one of the requisite criteria for these “cheap, safe, quality stocks”: Its profits have grown impressively over the past five years. It fails the other criteria: Its price-to-book ratio is one of the highest in the market — higher than 88% of the other stocks in the S&amp;P 1500 index, according to FactSet data; furthermore, Tesla’s beta is higher than 94% of the stocks in that index, and it pays no dividend.</p><p>Given this, it seems most unlikely that Tesla stock would be the “occasional big opportunity” that Buffett mentioned in this past weekend’s Berkshire Hathaway annual meeting as what he’s looking for in order to put some of the company’s nearly $200 billion cash hoard to work. “We only swing at pitches we like,” Buffett said.</p><p style=\"text-align: start;\">Increasing the confidence in this conclusion is the out-of-sample performance of the stock-picking criteria the researchers devised. There are two funds that come close to putting those criteria into practice, and both closely match Berkshire’s return: They are the AQR Large Cap Defensive Style Fund AUEIX and the iShares Edge MSCI USA Quality Factor ETF. Since the researchers’ study first began circulating in academic circles (November 2013), Berkshire Hathaway stock has produced a 12.5% annualized return, in contrast to 12.3% annualized for QUAL and 11.3% for AUEIX.</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>Sorry, Elon: Warren Buffett Won't Be Buying Tesla Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSorry, Elon: Warren Buffett Won't Be Buying Tesla Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-05-07 10:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla doesn’t fit the Berkshire Hathaway formula</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0f6f4158b6c87b60298d5044214a189d\" alt=\"Elon Musk says “it’s an obvious move” for Berkshire Hathaway to buy Tesla stock. Not so fast.\" title=\"Elon Musk says “it’s an obvious move” for Berkshire Hathaway to buy Tesla stock. Not so fast.\" tg-width=\"701\" tg-height=\"793\"/><span>Elon Musk says “it’s an obvious move” for Berkshire Hathaway to buy Tesla stock. Not so fast.</span></p><p><strong><em>“We only swing at pitches we like,” Buffett has said.</em></strong></p><p style=\"text-align: start;\">Tesla Chief Executive Elon Musk suggested over the weekend that Warren Buffett’s Berkshire Hathaway should purchase Tesla stock.</p><p style=\"text-align: start;\">“It’s an obvious move,” Musk posted in a message on X, the social-media service platform he owns.</p><p>Buffett likely wouldn’t agree. That’s because Tesla’s shares have far different characteristics than the kind of stocks that Buffett over the years has favored. While this is no guarantee that Berkshire wouldn’t purchase Tesla stock, it would be highly out of character for Buffett to do so. (Multiple attempts to seek comment from Berkshire Hathaway were unsuccessful.)</p><p>We know the kind of stocks Buffett favors because of a study that appeared six years ago in the Financial Analysts Journal. Entitled “Buffett’s Alpha,” the study was conducted by three principals at AQR Capital Management, each of whom has strong academic credentials: Andrea Frazzini, David Kabiller, and Lasse Pedersen.</p><p>These researchers in effect unlocked the secret of Buffett’s long-term success. Up until their study appeared, no one had succeeded in devising a set of stock-picking criteria that, in backtesting, would have performed as well as Berkshire Hathaway. Many had concluded that Buffett’s success was dependent on his unique insight and could not be duplicated.</p><p>In essence, stocks satisfy the criteria to the extent they simultaneously have low price-to-book ratios and betas, and high dividend-payout ratios and growth rates of profits.</p><p>Tesla satisfies just one of the requisite criteria for these “cheap, safe, quality stocks”: Its profits have grown impressively over the past five years. It fails the other criteria: Its price-to-book ratio is one of the highest in the market — higher than 88% of the other stocks in the S&amp;P 1500 index, according to FactSet data; furthermore, Tesla’s beta is higher than 94% of the stocks in that index, and it pays no dividend.</p><p>Given this, it seems most unlikely that Tesla stock would be the “occasional big opportunity” that Buffett mentioned in this past weekend’s Berkshire Hathaway annual meeting as what he’s looking for in order to put some of the company’s nearly $200 billion cash hoard to work. “We only swing at pitches we like,” Buffett said.</p><p style=\"text-align: start;\">Increasing the confidence in this conclusion is the out-of-sample performance of the stock-picking criteria the researchers devised. There are two funds that come close to putting those criteria into practice, and both closely match Berkshire’s return: They are the AQR Large Cap Defensive Style Fund AUEIX and the iShares Edge MSCI USA Quality Factor ETF. Since the researchers’ study first began circulating in academic circles (November 2013), Berkshire Hathaway stock has produced a 12.5% annualized return, in contrast to 12.3% annualized for QUAL and 11.3% for AUEIX.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"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","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","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","BK4534":"瑞士信贷持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0971096721.USD":"富达环球金融服务 A","LU1548497426.USD":"安联环球人工智能AT Acc","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4550":"红杉资本持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BRK.A":"伯克希尔","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4551":"寇图资本持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BRK.B":"伯克希尔B","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4099":"汽车制造商","BK4511":"特斯拉概念","TSLA":"特斯拉","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","BK4176":"多领域控股","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433323881","content_text":"Tesla doesn’t fit the Berkshire Hathaway formulaElon Musk says “it’s an obvious move” for Berkshire Hathaway to buy Tesla stock. Not so fast.“We only swing at pitches we like,” Buffett has said.Tesla Chief Executive Elon Musk suggested over the weekend that Warren Buffett’s Berkshire Hathaway should purchase Tesla stock.“It’s an obvious move,” Musk posted in a message on X, the social-media service platform he owns.Buffett likely wouldn’t agree. That’s because Tesla’s shares have far different characteristics than the kind of stocks that Buffett over the years has favored. While this is no guarantee that Berkshire wouldn’t purchase Tesla stock, it would be highly out of character for Buffett to do so. (Multiple attempts to seek comment from Berkshire Hathaway were unsuccessful.)We know the kind of stocks Buffett favors because of a study that appeared six years ago in the Financial Analysts Journal. Entitled “Buffett’s Alpha,” the study was conducted by three principals at AQR Capital Management, each of whom has strong academic credentials: Andrea Frazzini, David Kabiller, and Lasse Pedersen.These researchers in effect unlocked the secret of Buffett’s long-term success. Up until their study appeared, no one had succeeded in devising a set of stock-picking criteria that, in backtesting, would have performed as well as Berkshire Hathaway. Many had concluded that Buffett’s success was dependent on his unique insight and could not be duplicated.In essence, stocks satisfy the criteria to the extent they simultaneously have low price-to-book ratios and betas, and high dividend-payout ratios and growth rates of profits.Tesla satisfies just one of the requisite criteria for these “cheap, safe, quality stocks”: Its profits have grown impressively over the past five years. It fails the other criteria: Its price-to-book ratio is one of the highest in the market — higher than 88% of the other stocks in the S&P 1500 index, according to FactSet data; furthermore, Tesla’s beta is higher than 94% of the stocks in that index, and it pays no dividend.Given this, it seems most unlikely that Tesla stock would be the “occasional big opportunity” that Buffett mentioned in this past weekend’s Berkshire Hathaway annual meeting as what he’s looking for in order to put some of the company’s nearly $200 billion cash hoard to work. “We only swing at pitches we like,” Buffett said.Increasing the confidence in this conclusion is the out-of-sample performance of the stock-picking criteria the researchers devised. There are two funds that come close to putting those criteria into practice, and both closely match Berkshire’s return: They are the AQR Large Cap Defensive Style Fund AUEIX and the iShares Edge MSCI USA Quality Factor ETF. Since the researchers’ study first began circulating in academic circles (November 2013), Berkshire Hathaway stock has produced a 12.5% annualized return, in contrast to 12.3% annualized for QUAL and 11.3% for AUEIX.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":302860328910880,"gmtCreate":1714956531562,"gmtModify":1714956535676,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Apple iPad true laptop replacement is upside revenue .. apple share upside&nbsp;","listText":"Apple iPad true laptop replacement is upside revenue .. apple share upside&nbsp;","text":"Apple iPad true laptop replacement is upside revenue .. apple share upside","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/302860328910880","repostId":"1164269473","repostType":2,"repost":{"id":"1164269473","pubTimestamp":1714953600,"share":"https://www.laohu8.com/m/news/1164269473?lang=&edition=full","pubTime":"2024-05-06 08:00","market":"us","language":"en","title":"Apple’s New iPad Pro Turns Device Into True Laptop Replacement","url":"https://stock-news.laohu8.com/highlight/detail?id=1164269473","media":"Bloomberg","summary":"Consumers are confused about why they should buy an iPad versus a Mac and vice versa.The answer: Apple should commit to making the iPad as capable as a laptop, but in a form that tablet users prefer. The Mac should be for consumers who like working on a traditional computer; the iPad should be for people who want the option of a touch screen.There shouldn’t be m","content":"<html><head></head><body><p>New iPads are due to arrive on Tuesday, and Apple should go all-in on making them into true laptop replacements. Also: Peloton’s CEO finally calls it quits, and AI becomes the hot topic at Apple’s earnings announcement.</p><h3 id=\"id_253038467\" style=\"text-align: start;\">The Starters</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/111f43d8affe39a9f75382f07ba765be\" alt=\"Steve Jobs introducing the iPad in 2010.\" title=\"Steve Jobs introducing the iPad in 2010.\" tg-width=\"2670\" tg-height=\"1653\"/><span>Steve Jobs introducing the iPad in 2010.</span></p><p>After he unveiled the iPad in 2010, Steve Jobs declared that “PCs are going to be like trucks.” In other words, people would use tablets for most of their needs (the cars in this scenario) and only bust out a laptop or desktop computer for heavy-duty tasks.</p><p>When the iPad 2 came out a year later, Jobs reinforced that idea, saying Apple was now firmly in the post-PC era.</p><p style=\"text-align: start;\">In a way, Jobs was right. But not necessarily because of the iPad. There are millions of people who now use the iPhone as their primary computer. Smartphones have become incredibly capable, and larger screens have turned them into small tablets with computer-like performance. For many people, a phone is all they need.</p><p style=\"text-align: start;\">But when it comes to turning the iPad into a computer replacement, Apple has lost its way. The device still lacks the multitasking abilities of a laptop, and it has less of an advantage over regular smartphones.</p><p style=\"text-align: start;\">Apple has taken steps toward making the iPad more effective, but they’ve been half-measures. The first iPad Pro, released in 2015, offered bigger screens and an attachable keyboard case. The case was improved a bit with the 2018 iPad Pro, and there was a bigger leap forward in 2020 with the Magic Keyboard and trackpad — plus software support for cursor-based navigation. Still, none of these advances made it feel like you no longer needed a laptop.</p><p style=\"text-align: start;\">Two years ago, Apple introduced Stage Manager, aiming to make the iPad better at multitasking. This optional feature allowed users to spread application windows around, but it was so unintuitive that Apple was forced to make changes. That delayed the version of iPadOS that included the feature by a month. It was an ambitious undertaking: Apple was trying to reinvent multitasking for people who may have never used a Mac. But that didn’t make it better.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1eb0ecea9c47eebdd6d6fb074edab673\" alt=\"Apple’s iPad Pro with Magic Keyboard.\" title=\"Apple’s iPad Pro with Magic Keyboard.\" tg-width=\"2000\" tg-height=\"1334\"/><span>Apple’s iPad Pro with Magic Keyboard.</span></p><p>More recently, Apple has given the iPad a boost by equipping it with Mac-level chips. To be clear, this was largely a marketing exercise. When Apple put the Mac’s M1 processor in the iPad Pro in 2021, it was essentially the same as an “A14X” chip that would have been in that year’s model. But advertising the iPad as having Mac capabilities goes a long way with customers and developers.</p><p>Now it’s time for Apple to take a stand. Does it want the iPad to be a half-baked laptop alternative or a real computing replacement? Consumers are confused about why they should buy an iPad versus a Mac and vice versa.</p><p style=\"text-align: start;\">The answer: Apple should commit to making the iPad as capable as a laptop, but in a form that tablet users prefer. The Mac should be for consumers who like working on a traditional computer; the iPad should be for people who want the option of a touch screen.</p><p style=\"text-align: start;\">There shouldn’t be much of a difference otherwise — though people who need the highest performance (the trucks, in the Jobs analogy) are probably going to stick with Macs.</p><p style=\"text-align: start;\">This picture is going to blur a bit more in the coming years because Apple is working to bring touch screens to the Mac. When that happens, choosing between a Mac and iPad will hinge more on whether you want an all-in-one device (laptop) or a modular system (iPad + Magic Keyboard + Apple Pencil).</p><p style=\"text-align: start;\">From a business standpoint, there’s always been a fear that the iPad will cannibalize Mac sales if it gets too powerful. So what? Neither category is doing that hot right now. Apple should just make the best iPad it can, while also making the best Mac it can. The days of purposely holding back the iPad need to end.</p><p style=\"text-align: start;\">Apple has a chance to kick off a new era for the iPad at its “Let Loose” launch event planned for Tuesday. The presentation, which is expected to be about 35 minutes, should set the product on a new path. It’s also an opportunity to clean up the confusing iPad lineup, which is currently made up of five different models.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/79ec0c0952073d45018cc7f3d54398bb\" alt=\"Stage Manager on an iPad.\" title=\"Stage Manager on an iPad.\" tg-width=\"1960\" tg-height=\"1400\"/><span>Stage Manager on an iPad.</span></p><p style=\"text-align: start;\">Fixing the situation starts with making the high-end iPad range look more like their Mac counterparts. And that’s just what Apple seems poised to do.</p><p style=\"text-align: start;\">That includes the sizes in the two categories. Right now, the MacBook Pro and MacBook Air each come in two screen-size choices, but today’s iPad Pro has two options and the iPad Air comes in one. As of next week, the iPad Air will match the MacBook Air and gain a second screen size.</p><p>The processor configurations also will change. The new iPad Air will likely have the M2 chip, while the Pro is expected to gain a powerful new M4 chip — a component primed to handle Apple’s still-emerging artificial intelligence features. As with the MacBook lineup, the performance capabilities of the Pro and Air models will be clearly distinguished.</p><p style=\"text-align: start;\">Here’s how the iPad line will probably look after Tuesday:</p><ul style=\"\"><li><p>iPad (ninth generation), with a 10.2-inch screen and a home button.</p></li><li><p>iPad (10th generation), with a 10.9-inch screen and no home button.</p></li><li><p>iPad mini (sixth generation), with a 8.3-inch screen.</p></li><li><p>iPad Air: 11-inch and 12.9-inch models, with M2 chips.</p></li><li><p>iPad Pro: 11-inch and 12.9-inch models, with M4 chips.</p></li></ul><p style=\"text-align: start;\">By next year, Apple plans to finish cleaning up the line. The ninth-generation iPad will be gone, replaced by a cheaper 10.9-inch model, and the iPad mini will have a faster chip. Altogether, Apple will have its least-cluttered iPad lineup in years.</p><p style=\"text-align: start;\">Moreover, the top-end iPads will feel more like computers. The new aluminum Magic Keyboard is expected to be more durable, with a laptop-like aesthetic. And new software will take advantage of the hardware.</p><p style=\"text-align: start;\">As I’ve written previously, it’s also high time for Apple to give the iPad a more intuitive and useful multitasking experience. If the company can pull that off — combined with the new hardware and a focus on AI — Apple could once again make the iPad feel like the future.</p><h3 id=\"id_4141831236\" style=\"text-align: start;\">The Bench</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/80b1cbbc797dd3a4ad62adec9dd63689\" tg-width=\"2000\" tg-height=\"1251\"/></p><p style=\"text-align: start;\"><strong>Apple earnings results turn into AI lovefest. </strong>First the numbers: Apple’s earnings report went about as smoothly as possible for a company that saw its revenue decline by more than $4 billion. Chief Executive Officer Tim Cook and Chief Financial Officer Luca Maestri seem to have sold Wall Street on the idea that iPhone sales in the period would have grown if not for a $5 billion headwind stemming from pent-up demand for the iPhone 14 Pro in the same quarter of last year (in other words, a tough year-over-year comparison).</p><p style=\"text-align: start;\">Sales of the iPad declined, but that wasn’t a shock given the lack of recent updates. It’s perhaps more troubling that revenue from the Wearables, Home and Accessories business was worse than anticipated, considering the Vision Pro launched during the quarter. Services and the Mac division, meanwhile, both grew more than expected. In China, the situation is a little more puzzling. Apple says that iPhone revenue was up in mainland China, but research firms like Counterpoint have been saying for weeks that demand for the device is cratering there. (Part of the discrepancy may stem from Apple selling fewer units at higher prices.)</p><p>Besides China, a big theme of the post-results conference call was artificial intelligence. Every other analyst seemed to ask Cook about the company’s AI plans, as if he’d reveal something on an earnings call. That obviously didn’t happen, but he did say Apple believes it will gain an advantage in the area thanks to privacy features, better integration and its powerful in-house chips.</p><h3 id=\"id_3015711533\" style=\"text-align: start;\">The Schedule</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/47d77539e5285aa2636fabbb8f6375f6\" alt=\"An attendee at WWDC.\" title=\"An attendee at WWDC.\" tg-width=\"4000\" tg-height=\"2667\"/><span>An attendee at WWDC.</span></p><p><strong>WWDC 2024 — June 10-14: </strong>Apple’s Worldwide Developers Conference is set to kick off on Monday, June 10. That’s when the company will unveil iOS 18 and the next major versions of its iPad, Apple Watch, Vision Pro and Mac software. The new iPhone operating system is considered internally to be the biggest upgrade in the device’s history, and the Vision Pro is getting its first significant software update since the headset was released. Apple used WWDC 2023 to unveil the Vision Pro, but the stakes are even higher this year. The 2024 event is expected to showcase its renewed AI strategy.</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>Apple’s New iPad Pro Turns Device Into True Laptop Replacement</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\">\nApple’s New iPad Pro Turns Device Into True Laptop Replacement\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-06 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/newsletters/2024-05-05/apple-may-7-let-loose-ipad-event-apple-should-turn-ipad-into-laptop-replacement-lvtj00n9><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New iPads are due to arrive on Tuesday, and Apple should go all-in on making them into true laptop replacements. Also: Peloton’s CEO finally calls it quits, and AI becomes the hot topic at Apple’s ...</p>\n\n<a href=\"https://www.bloomberg.com/news/newsletters/2024-05-05/apple-may-7-let-loose-ipad-event-apple-should-turn-ipad-into-laptop-replacement-lvtj00n9\">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"},"source_url":"https://www.bloomberg.com/news/newsletters/2024-05-05/apple-may-7-let-loose-ipad-event-apple-should-turn-ipad-into-laptop-replacement-lvtj00n9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164269473","content_text":"New iPads are due to arrive on Tuesday, and Apple should go all-in on making them into true laptop replacements. Also: Peloton’s CEO finally calls it quits, and AI becomes the hot topic at Apple’s earnings announcement.The StartersSteve Jobs introducing the iPad in 2010.After he unveiled the iPad in 2010, Steve Jobs declared that “PCs are going to be like trucks.” In other words, people would use tablets for most of their needs (the cars in this scenario) and only bust out a laptop or desktop computer for heavy-duty tasks.When the iPad 2 came out a year later, Jobs reinforced that idea, saying Apple was now firmly in the post-PC era.In a way, Jobs was right. But not necessarily because of the iPad. There are millions of people who now use the iPhone as their primary computer. Smartphones have become incredibly capable, and larger screens have turned them into small tablets with computer-like performance. For many people, a phone is all they need.But when it comes to turning the iPad into a computer replacement, Apple has lost its way. The device still lacks the multitasking abilities of a laptop, and it has less of an advantage over regular smartphones.Apple has taken steps toward making the iPad more effective, but they’ve been half-measures. The first iPad Pro, released in 2015, offered bigger screens and an attachable keyboard case. The case was improved a bit with the 2018 iPad Pro, and there was a bigger leap forward in 2020 with the Magic Keyboard and trackpad — plus software support for cursor-based navigation. Still, none of these advances made it feel like you no longer needed a laptop.Two years ago, Apple introduced Stage Manager, aiming to make the iPad better at multitasking. This optional feature allowed users to spread application windows around, but it was so unintuitive that Apple was forced to make changes. That delayed the version of iPadOS that included the feature by a month. It was an ambitious undertaking: Apple was trying to reinvent multitasking for people who may have never used a Mac. But that didn’t make it better.Apple’s iPad Pro with Magic Keyboard.More recently, Apple has given the iPad a boost by equipping it with Mac-level chips. To be clear, this was largely a marketing exercise. When Apple put the Mac’s M1 processor in the iPad Pro in 2021, it was essentially the same as an “A14X” chip that would have been in that year’s model. But advertising the iPad as having Mac capabilities goes a long way with customers and developers.Now it’s time for Apple to take a stand. Does it want the iPad to be a half-baked laptop alternative or a real computing replacement? Consumers are confused about why they should buy an iPad versus a Mac and vice versa.The answer: Apple should commit to making the iPad as capable as a laptop, but in a form that tablet users prefer. The Mac should be for consumers who like working on a traditional computer; the iPad should be for people who want the option of a touch screen.There shouldn’t be much of a difference otherwise — though people who need the highest performance (the trucks, in the Jobs analogy) are probably going to stick with Macs.This picture is going to blur a bit more in the coming years because Apple is working to bring touch screens to the Mac. When that happens, choosing between a Mac and iPad will hinge more on whether you want an all-in-one device (laptop) or a modular system (iPad + Magic Keyboard + Apple Pencil).From a business standpoint, there’s always been a fear that the iPad will cannibalize Mac sales if it gets too powerful. So what? Neither category is doing that hot right now. Apple should just make the best iPad it can, while also making the best Mac it can. The days of purposely holding back the iPad need to end.Apple has a chance to kick off a new era for the iPad at its “Let Loose” launch event planned for Tuesday. The presentation, which is expected to be about 35 minutes, should set the product on a new path. It’s also an opportunity to clean up the confusing iPad lineup, which is currently made up of five different models.Stage Manager on an iPad.Fixing the situation starts with making the high-end iPad range look more like their Mac counterparts. And that’s just what Apple seems poised to do.That includes the sizes in the two categories. Right now, the MacBook Pro and MacBook Air each come in two screen-size choices, but today’s iPad Pro has two options and the iPad Air comes in one. As of next week, the iPad Air will match the MacBook Air and gain a second screen size.The processor configurations also will change. The new iPad Air will likely have the M2 chip, while the Pro is expected to gain a powerful new M4 chip — a component primed to handle Apple’s still-emerging artificial intelligence features. As with the MacBook lineup, the performance capabilities of the Pro and Air models will be clearly distinguished.Here’s how the iPad line will probably look after Tuesday:iPad (ninth generation), with a 10.2-inch screen and a home button.iPad (10th generation), with a 10.9-inch screen and no home button.iPad mini (sixth generation), with a 8.3-inch screen.iPad Air: 11-inch and 12.9-inch models, with M2 chips.iPad Pro: 11-inch and 12.9-inch models, with M4 chips.By next year, Apple plans to finish cleaning up the line. The ninth-generation iPad will be gone, replaced by a cheaper 10.9-inch model, and the iPad mini will have a faster chip. Altogether, Apple will have its least-cluttered iPad lineup in years.Moreover, the top-end iPads will feel more like computers. The new aluminum Magic Keyboard is expected to be more durable, with a laptop-like aesthetic. And new software will take advantage of the hardware.As I’ve written previously, it’s also high time for Apple to give the iPad a more intuitive and useful multitasking experience. If the company can pull that off — combined with the new hardware and a focus on AI — Apple could once again make the iPad feel like the future.The BenchApple earnings results turn into AI lovefest. First the numbers: Apple’s earnings report went about as smoothly as possible for a company that saw its revenue decline by more than $4 billion. Chief Executive Officer Tim Cook and Chief Financial Officer Luca Maestri seem to have sold Wall Street on the idea that iPhone sales in the period would have grown if not for a $5 billion headwind stemming from pent-up demand for the iPhone 14 Pro in the same quarter of last year (in other words, a tough year-over-year comparison).Sales of the iPad declined, but that wasn’t a shock given the lack of recent updates. It’s perhaps more troubling that revenue from the Wearables, Home and Accessories business was worse than anticipated, considering the Vision Pro launched during the quarter. Services and the Mac division, meanwhile, both grew more than expected. In China, the situation is a little more puzzling. Apple says that iPhone revenue was up in mainland China, but research firms like Counterpoint have been saying for weeks that demand for the device is cratering there. (Part of the discrepancy may stem from Apple selling fewer units at higher prices.)Besides China, a big theme of the post-results conference call was artificial intelligence. Every other analyst seemed to ask Cook about the company’s AI plans, as if he’d reveal something on an earnings call. That obviously didn’t happen, but he did say Apple believes it will gain an advantage in the area thanks to privacy features, better integration and its powerful in-house chips.The ScheduleAn attendee at WWDC.WWDC 2024 — June 10-14: Apple’s Worldwide Developers Conference is set to kick off on Monday, June 10. That’s when the company will unveil iOS 18 and the next major versions of its iPad, Apple Watch, Vision Pro and Mac software. The new iPhone operating system is considered internally to be the biggest upgrade in the device’s history, and the Vision Pro is getting its first significant software update since the headset was released. Apple used WWDC 2023 to unveil the Vision Pro, but the stakes are even higher this year. The 2024 event is expected to showcase its renewed AI strategy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":301927785107520,"gmtCreate":1714732361289,"gmtModify":1714732364827,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Nvidia always ai upside 22 may q1 earnings&nbsp;","listText":"Nvidia always ai upside 22 may q1 earnings&nbsp;","text":"Nvidia always ai upside 22 may q1 earnings","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301927785107520","repostId":"2432626923","repostType":4,"repost":{"id":"2432626923","pubTimestamp":1714728402,"share":"https://www.laohu8.com/m/news/2432626923?lang=&edition=full","pubTime":"2024-05-03 17:26","market":"fut","language":"en","title":"Billionaires Are Selling Nvidia Stock and Buying 2 Red-Hot AI Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2432626923","media":"Motley Fool","summary":"Several wealthy hedge fund managers sold shares of Nvidia during the fourth quarter, while purchasing shares of red-hot Palantir and Amazon.","content":"<html><head></head><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewBox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Red-hot artificial intelligence (AI) companies Palantir and Amazon saw their share prices soar 191% and 77%, respectively, over the past year.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewBox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Palantir is a recognized leader in AI/ML platforms, and management noted unprecedented demand for its new AIP product in the fourth quarter.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewBox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Amazon has a strong presence in e-commerce, cloud computing, and digital advertising, and management is optimistic about AI products like Bedrock and Amazon Q.</div>\n</li>\n</ul><div><p>For many investors, <strong>Nvidia</strong> is the quintessential artificial intelligence (AI) stock. Its graphics processing units power many of the most advanced AI systems, and the company holds over 80% market share in AI processors. In short, from a semiconductor perspective, Nvidia is almost single-handedly enabling the AI boom. That drove shares 239% higher in 2023.</p><p>Even so, the hedge fund billionaires listed below sold down their positions in Nvidia during the fourth quarter, while simultaneously redeploying capital across <strong>Palantir Technologies </strong><span>(PLTR<span> 1.94%</span>)</span> and <strong>Amazon</strong> <span>(AMZN<span> 3.20%</span>)</span>, two red-hot AI stocks up 191% and 77%, respectively, in the past year.</p><ul><li>Israel Englander of Millennium Management sold 1.7 million shares of Nvidia in the fourth quarter, reducing his stake by 45%. Meanwhile, he increased his position in Palantir by 1,100%, and increased his stake in Amazon by 1%.</li></ul><ul><li>Joel Greenblatt of Gotham Asset Management sold 13,480 shares of Nvidia in the fourth quarter, reducing his stake by 16%. Meanwhile, he increased his position in Palantir by 1,800% and increased his stake in Amazon by 3%.</li></ul><ul><li>Steven Cohen of Point72 Asset Management sold 1.1 million shares of Nvidia in the fourth quarter, reducing his stake by 66%. Meanwhile, he started a small position in Palantir and increased his stake in Amazon by 11%.</li></ul><p>The three fund managers discussed above outperformed the <strong>S&amp;P 500</strong> during the three-year period that ended in December 2023. That provides investors with additional incentive to consider their recent purchases. Are Palantir and Amazon still worth buying?</p><div><app :collapse_on_load=\"false\" :instrument_id=\"343121\" :show_benchmark_compare=\"true\" amount_change=\"0.43\" average_volume=\"68,167,818\" company_name=\"Palantir Technologies\" current_price=\"22.55\" daily_high=\"22.71\" daily_low=\"22.10\" default_period=\"OneYear\" dividend_yield=\"N/A\" exchange=\"NYSE\" fifty_two_week_high=\"27.50\" fifty_two_week_low=\"7.32\" gross_margin=\"80.62\" logo=\"https://g.foolcdn.com/art/companylogos/mark/PLTR.png\" market_cap=\"$50B\" pe_ratio=\"249.72\" percent_change=\"1.94\" symbol=\"PLTR\" volume=\"31,057\"></app></div><h2>1. Palantir Technologies</h2><p>Palantir specializes in data analytics. Its software lets businesses capture and integrate data, develop and manage artificial intelligence and machine learning (ML) models, and build applications that incorporate those data sets and models. Those applications help workers make better decisions, which theoretically leads to better business outcomes. The company recently debuted a new product called AIP, or Artificial Intelligence Platform, which brings support for large language models and generative AI to its existing software.</p><p>Industry analysts have praised Palantir for its technological prowess. For instance, <strong>Forrester Research</strong> ranked its Foundry software as the best AI/ML platform on the market in a report published in July 2022. Likewise, Dresner Advisory Services ranked Palantir as a leader in the AI/ML and data science market in a report published in August 2023. Around the same time, Dresner also recognized the company as a leader in ModelOps (model operations), a discipline focused on model lifecycle management.</p><div><div></div></div><p>Palantir reported encouraging financial results in the fourth quarter. Its customer count climbed 35% and the average existing customer spent 8% more. In turn, revenue increased 20% to $608 million and non-GAAP (adjusted) net income doubled to reach $0.08 per diluted share. CEO Alex Karp said demand for AIP was a key growth driver. &#34;Momentum with AIP is now significantly contributing to new revenue and new customers,&#34; he wrote in his shareholder letter. &#34;The organic and unconstrained demand for its capabilities is unlike anything we have seen in two decades.&#34;</p><p>Going forward, Straits Research forecasts that big data analytics spending will increase at 14% annually through 2031. However, Wall Street analysts expect Palantir to grow sales at 21% annually over the next five years. That consensus estimate makes its current valuation of 22.8 times sales look relatively expensive. Personally, I would not buy this stock until that multiple comes down. It&#39;s also worth mentioning that Palantir traded at an average of 18.6 times sales during the fourth quarter, when Englander, Greenblatt, and Cohen were buying shares. I would be more comfortable with that valuation.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"202816\" :show_benchmark_compare=\"true\" amount_change=\"5.72\" average_volume=\"42,232,360\" company_name=\"Amazon\" current_price=\"184.72\" daily_high=\"185.10\" daily_low=\"179.91\" default_period=\"OneYear\" dividend_yield=\"N/A\" exchange=\"NASDAQ\" fifty_two_week_high=\"189.77\" fifty_two_week_low=\"103.55\" gross_margin=\"47.59\" logo=\"https://g.foolcdn.com/art/companylogos/mark/AMZN.png\" market_cap=\"$1,921B\" pe_ratio=\"51.88\" percent_change=\"3.20\" symbol=\"AMZN\" volume=\"22,962\"></app></div><h2>2. Amazon</h2><p>Amazon has a strong presence in three markets. In e-commerce, it operates the largest online marketplace in North America and Western Europe as measured by sales. In digital advertising, it is the largest retail media company in the U.S. and the third-largest adtech company in the world. Amazon has steadily gained share in both markets in recent years, and the shares gains are projected to continue in the future.</p><p>In cloud computing, Amazon Web Services (AWS) accounted for 31% of cloud infrastructure and platform services (CIPS) spending in the first quarter, 6 percentage points more than second-place <strong>Microsoft</strong> Azure. AWS actually lost 1 percentage point of market share over the past year. However, the company remains uniquely positioned to monetize AI given its leadership in the CIPS market.</p><div><div></div></div><p>Additionally, AWS could reclaim lost market share with help from AI products Amazon Bedrock and Amazon Q. Bedrock is a cloud service that lets businesses customize large language models and build bespoke generative AI applications. Amazon Q is a conversational assistant that leans on generative AI to answer questions and automate coding projects. On the first-quarter earnings call, CEO Andy Jassy shared this information: &#34;Q is not only the most functionally capable AI-powered assistant for software development and data, but also setting the standard for performance. Q has the highest-known score and acceptance rate for code suggestions, outperforms all other publicly benchmarkable competitors at catching security vulnerabilities, and leads all software development assistants on connecting multiple steps together and applying automatic actions.&#34;</p><p>Amazon topped Wall Street&#39;s expectations with its first-quarter financial report. Revenue rose 13% to $143 billion as growth accelerated across advertising services, cloud services, and online stores. Meanwhile, GAAP net income more than tripled to reach $0.98 per diluted share as the company continued to make progress on cost control.</p><p>Retail e-commerce sales are forecast to grow at 8% annually through 2030, and the digital advertising and cloud computing markets are forecast to expand at annual rates of 15% and 14%, respectively. That gives Amazon a good shot at double-digit sales growth. Indeed, Wall Street expects the company to grow sales at 11% annually over the next five years.</p><p>The stock currently trades at 3.2 times sales, a reasonable valuation compared to the consensus sales growth forecast by analysts. Personally, I would feel comfortable buying shares at that valuation. But investors should know that Amazon traded at an average of 2.6 times sales during the fourth quarter, when the billionaire fund managers discussed earlier were buying the stock.</p><div></div></div></body></html>","source":"fool_stock","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>Billionaires Are Selling Nvidia Stock and Buying 2 Red-Hot AI Stocks Instead</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\">\nBillionaires Are Selling Nvidia Stock and Buying 2 Red-Hot AI Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-03 17:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/05/03/billionaires-sell-nvidia-stock-and-buy-2-ai-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Red-hot artificial intelligence (AI) companies Palantir and Amazon saw their share prices soar 191% and 77%, respectively, over the past year.\n\n\n\n\n\n\n\nPalantir is a recognized leader in AI/ML platforms...</p>\n\n<a href=\"https://www.fool.com/investing/2024/05/03/billionaires-sell-nvidia-stock-and-buy-2-ai-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4548":"巴美列捷福持仓","AMZN":"亚马逊","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4534":"瑞士信贷持仓","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4220":"综合零售","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4535":"淡马锡持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0082616367.USD":"摩根大通美国科技A（dist）","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4559":"巴菲特持仓","BK4166":"消费信贷","BK4538":"云计算","BK4543":"AI","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","PLTR":"Palantir Technologies Inc.","BK4547":"WSB热门概念"},"source_url":"https://www.fool.com/investing/2024/05/03/billionaires-sell-nvidia-stock-and-buy-2-ai-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2432626923","content_text":"Red-hot artificial intelligence (AI) companies Palantir and Amazon saw their share prices soar 191% and 77%, respectively, over the past year.\n\n\n\n\n\n\n\nPalantir is a recognized leader in AI/ML platforms, and management noted unprecedented demand for its new AIP product in the fourth quarter.\n\n\n\n\n\n\n\nAmazon has a strong presence in e-commerce, cloud computing, and digital advertising, and management is optimistic about AI products like Bedrock and Amazon Q.\n\nFor many investors, Nvidia is the quintessential artificial intelligence (AI) stock. Its graphics processing units power many of the most advanced AI systems, and the company holds over 80% market share in AI processors. In short, from a semiconductor perspective, Nvidia is almost single-handedly enabling the AI boom. That drove shares 239% higher in 2023.Even so, the hedge fund billionaires listed below sold down their positions in Nvidia during the fourth quarter, while simultaneously redeploying capital across Palantir Technologies (PLTR 1.94%) and Amazon (AMZN 3.20%), two red-hot AI stocks up 191% and 77%, respectively, in the past year.Israel Englander of Millennium Management sold 1.7 million shares of Nvidia in the fourth quarter, reducing his stake by 45%. Meanwhile, he increased his position in Palantir by 1,100%, and increased his stake in Amazon by 1%.Joel Greenblatt of Gotham Asset Management sold 13,480 shares of Nvidia in the fourth quarter, reducing his stake by 16%. Meanwhile, he increased his position in Palantir by 1,800% and increased his stake in Amazon by 3%.Steven Cohen of Point72 Asset Management sold 1.1 million shares of Nvidia in the fourth quarter, reducing his stake by 66%. Meanwhile, he started a small position in Palantir and increased his stake in Amazon by 11%.The three fund managers discussed above outperformed the S&P 500 during the three-year period that ended in December 2023. That provides investors with additional incentive to consider their recent purchases. Are Palantir and Amazon still worth buying?1. Palantir TechnologiesPalantir specializes in data analytics. Its software lets businesses capture and integrate data, develop and manage artificial intelligence and machine learning (ML) models, and build applications that incorporate those data sets and models. Those applications help workers make better decisions, which theoretically leads to better business outcomes. The company recently debuted a new product called AIP, or Artificial Intelligence Platform, which brings support for large language models and generative AI to its existing software.Industry analysts have praised Palantir for its technological prowess. For instance, Forrester Research ranked its Foundry software as the best AI/ML platform on the market in a report published in July 2022. Likewise, Dresner Advisory Services ranked Palantir as a leader in the AI/ML and data science market in a report published in August 2023. Around the same time, Dresner also recognized the company as a leader in ModelOps (model operations), a discipline focused on model lifecycle management.Palantir reported encouraging financial results in the fourth quarter. Its customer count climbed 35% and the average existing customer spent 8% more. In turn, revenue increased 20% to $608 million and non-GAAP (adjusted) net income doubled to reach $0.08 per diluted share. CEO Alex Karp said demand for AIP was a key growth driver. \"Momentum with AIP is now significantly contributing to new revenue and new customers,\" he wrote in his shareholder letter. \"The organic and unconstrained demand for its capabilities is unlike anything we have seen in two decades.\"Going forward, Straits Research forecasts that big data analytics spending will increase at 14% annually through 2031. However, Wall Street analysts expect Palantir to grow sales at 21% annually over the next five years. That consensus estimate makes its current valuation of 22.8 times sales look relatively expensive. Personally, I would not buy this stock until that multiple comes down. It's also worth mentioning that Palantir traded at an average of 18.6 times sales during the fourth quarter, when Englander, Greenblatt, and Cohen were buying shares. I would be more comfortable with that valuation.2. AmazonAmazon has a strong presence in three markets. In e-commerce, it operates the largest online marketplace in North America and Western Europe as measured by sales. In digital advertising, it is the largest retail media company in the U.S. and the third-largest adtech company in the world. Amazon has steadily gained share in both markets in recent years, and the shares gains are projected to continue in the future.In cloud computing, Amazon Web Services (AWS) accounted for 31% of cloud infrastructure and platform services (CIPS) spending in the first quarter, 6 percentage points more than second-place Microsoft Azure. AWS actually lost 1 percentage point of market share over the past year. However, the company remains uniquely positioned to monetize AI given its leadership in the CIPS market.Additionally, AWS could reclaim lost market share with help from AI products Amazon Bedrock and Amazon Q. Bedrock is a cloud service that lets businesses customize large language models and build bespoke generative AI applications. Amazon Q is a conversational assistant that leans on generative AI to answer questions and automate coding projects. On the first-quarter earnings call, CEO Andy Jassy shared this information: \"Q is not only the most functionally capable AI-powered assistant for software development and data, but also setting the standard for performance. Q has the highest-known score and acceptance rate for code suggestions, outperforms all other publicly benchmarkable competitors at catching security vulnerabilities, and leads all software development assistants on connecting multiple steps together and applying automatic actions.\"Amazon topped Wall Street's expectations with its first-quarter financial report. Revenue rose 13% to $143 billion as growth accelerated across advertising services, cloud services, and online stores. Meanwhile, GAAP net income more than tripled to reach $0.98 per diluted share as the company continued to make progress on cost control.Retail e-commerce sales are forecast to grow at 8% annually through 2030, and the digital advertising and cloud computing markets are forecast to expand at annual rates of 15% and 14%, respectively. That gives Amazon a good shot at double-digit sales growth. Indeed, Wall Street expects the company to grow sales at 11% annually over the next five years.The stock currently trades at 3.2 times sales, a reasonable valuation compared to the consensus sales growth forecast by analysts. Personally, I would feel comfortable buying shares at that valuation. But investors should know that Amazon traded at an average of 2.6 times sales during the fourth quarter, when the billionaire fund managers discussed earlier were buying the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":301194381627440,"gmtCreate":1714553203601,"gmtModify":1714553207620,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Btc dip buy btc shares for next week upside&nbsp;","listText":"Btc dip buy btc shares for next week upside&nbsp;","text":"Btc dip buy btc shares for next week upside","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301194381627440","repostId":"2432548026","repostType":2,"repost":{"id":"2432548026","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":1714549200,"share":"https://www.laohu8.com/m/news/2432548026?lang=&edition=full","pubTime":"2024-05-01 15:40","language":"en","title":"Bitcoin Slides Below $57,000, Rattled By Tougher Fed Rate Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2432548026","media":"Reuters","summary":"LONDON, May 1  - Bitcoin fell for a third day on Wednesday, having posted its worst monthly performance in April since late 2022, ahead of an interest rate decision by the Federal Reserve later and key U.S. labour market data.The value of the world's most traded cryptocurrency fell by nearly 16% in April, as investors booked profits on a sizzling rally that has taken the price to record highs above $70,000.Bitcoin was last down nearly 5% at $56,993, its lowest since late February, while losses i","content":"<html><head></head><body><p>LONDON, May 1 (Reuters) - Bitcoin fell for a third day on Wednesday, having posted its worst monthly performance in April since late 2022, ahead of an interest rate decision by the Federal Reserve later and key U.S. labour market data.</p><p>The value of the world&#39;s most traded cryptocurrency fell by nearly 16% in April, as investors booked profits on a sizzling rally that has taken the price to record highs above $70,000.</p><p>Bitcoin was last down nearly 5% at $56,993, its lowest since late February, while losses in ether were more modest, down 2.6% at $2,884 at its weakest since mid-April.</p><p>The Fed is not expected to make any changes to interest rates later, but the view is taking root among investors that the central bank may not cut rates at all this year, delivering a blow to interest rate-sensitive assets such as cryptocurrencies, emerging market stocks and bonds or even commodities.</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>Bitcoin Slides Below $57,000, Rattled By Tougher Fed Rate Outlook</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBitcoin Slides Below $57,000, Rattled By Tougher Fed Rate Outlook\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\">2024-05-01 15:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>LONDON, May 1 (Reuters) - Bitcoin fell for a third day on Wednesday, having posted its worst monthly performance in April since late 2022, ahead of an interest rate decision by the Federal Reserve later and key U.S. labour market data.</p><p>The value of the world&#39;s most traded cryptocurrency fell by nearly 16% in April, as investors booked profits on a sizzling rally that has taken the price to record highs above $70,000.</p><p>Bitcoin was last down nearly 5% at $56,993, its lowest since late February, while losses in ether were more modest, down 2.6% at $2,884 at its weakest since mid-April.</p><p>The Fed is not expected to make any changes to interest rates later, but the view is taking root among investors that the central bank may not cut rates at all this year, delivering a blow to interest rate-sensitive assets such as cryptocurrencies, emerging market stocks and bonds or even commodities.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"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":"2432548026","content_text":"LONDON, May 1 (Reuters) - Bitcoin fell for a third day on Wednesday, having posted its worst monthly performance in April since late 2022, ahead of an interest rate decision by the Federal Reserve later and key U.S. labour market data.The value of the world's most traded cryptocurrency fell by nearly 16% in April, as investors booked profits on a sizzling rally that has taken the price to record highs above $70,000.Bitcoin was last down nearly 5% at $56,993, its lowest since late February, while losses in ether were more modest, down 2.6% at $2,884 at its weakest since mid-April.The Fed is not expected to make any changes to interest rates later, but the view is taking root among investors that the central bank may not cut rates at all this year, delivering a blow to interest rate-sensitive assets such as cryptocurrencies, emerging market stocks and bonds or even commodities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":301207898628128,"gmtCreate":1714553106201,"gmtModify":1714553181194,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Btc drop to usd57k, btc shares like riot , clsk dip buy dor upside next week after fed Powell today&nbsp; speech no rate cut forgotten&nbsp;","listText":"Btc drop to usd57k, btc shares like riot , clsk dip buy dor upside next week after fed Powell today&nbsp; speech no rate cut forgotten&nbsp;","text":"Btc drop to usd57k, btc shares like riot , clsk dip buy dor upside next week after fed Powell today speech no rate cut forgotten","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301207898628128","repostId":"2432580032","repostType":2,"repost":{"id":"2432580032","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":1714552834,"share":"https://www.laohu8.com/m/news/2432580032?lang=&edition=full","pubTime":"2024-05-01 16:40","market":"sg","language":"en","title":"Here's Why Binance Founder CZ Got off with 4-Month \"Slap on the Wrist\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2432580032","media":"Dow Jones","summary":"Changpeng Zhao's lawyers had requested that he be sentenced to probation with no jail time. Binance founder and ex-CEO Changpeng Zhao was sentenced to four months in federal prison Tuesday for violations of anti-money-laundering laws during his time running the world's largest cryptocurrency exchange.U.S. Judge Richard Jones was skeptical of the government's request that Zhao, also known as CZ, be sentenced to three years in prison despite federal sentencing guidelines suggesting an 18-month sentence due to his cooperation with the investigation and his status as a first-time offender.Jones said during the sentencing hearing that he believed that Zhao had accepted responsibility for his actions and pointed to the more than 160 letters of support written by Zhao's family, friends and business associates as evidence of his good character.Zhao's lawyers requested that he be sentenced to probation with no jail time, arguing that \"he has already shown remorse for his offense and, more impor","content":"<html><head></head><body><p>MW Here&#39;s why Binance founder CZ got off with 4-month &#39;slap on the wrist&#39;</p><p>By Chris Matthews</p><p>Changpeng Zhao&#39;s lawyers had requested that he be sentenced to probation with no jail time</p><p>Binance founder and ex-CEO Changpeng Zhao was sentenced to four months in federal prison Tuesday for violations of anti-money-laundering laws during his time running the world&#39;s largest cryptocurrency exchange.</p><p>U.S. Judge Richard Jones was skeptical of the government&#39;s request that Zhao, also known as CZ, be sentenced to three years in prison despite federal sentencing guidelines suggesting an 18-month sentence due to his cooperation with the investigation and his status as a first-time offender.</p><p>Jones said during the sentencing hearing that he believed that Zhao had accepted responsibility for his actions and pointed to the more than 160 letters of support written by Zhao&#39;s family, friends and business associates as evidence of his good character.</p><p>The government was in a weak position as it sought to impose an above-guidelines sentence because Zhao had pled guilty only to failing to set up an adequate anti-money-laundering program at Binance, rather than to money laundering itself or other more serious crimes.</p><p>Dennis Kelleher, president and CEO of the financial-reform group Better Markets, called the decision &#34;an egregious miscarriage of justice&#34; that &#34;sends exactly the wrong message to criminals worldwide,&#34; characterizing it in a statement as &#34;less than a slap on the wrist.&#34; He noted that Zhao has retained his ownership of Binance and remains one of the wealthiest men in the world.</p><p>&#34;Crime pays is the message sent today not by the judge but by the [Justice Department&#39;s] weak, minimalist sweet deal with ... CZ,&#34; Kelleher said. &#34;CZ, his entire leadership team, and numerous other employees throughout the organization should have been prosecuted to long prison sentences and Binance itself probably should have been put out of business. That is what should happen to criminal organizations.&#34;</p><p>The government argued in a court filing that &#34;the scope and ramifications of Zhao&#39;s conduct were massive,&#34; enabling the laundering of hundreds of millions of dollars earned through the sale of illegal drugs, stolen financial information and ransomware payments.</p><p>Binance and Zhao also knowingly undermined U.S. sanctions against Iran by enabling U.S. persons to conduct transactions with Iranian nationals and businesses in violation of federal law.</p><p>The judge agreed with the government that some jail time was necessary to deter other would-be lawbreakers, even if it was unlikely that Zhao himself would break the law again.</p><p>Zhao&#39;s lawyers requested that he be sentenced to probation with no jail time, arguing that &#34;he has already shown remorse for his offense and, more importantly, has remediated.&#34; They also noted that &#34;no defendant in a remotely similar [Bank Secrecy Act] case has ever been sentenced to incarceration.&#34;</p><p>Zhao pled guilty to failing to maintain an effective anti-money-laundering program in November, at the same time that Binance admitted to engaging in violations of the Bank Secrecy Act, failing to register as a money-transmitting business and other violations.</p><p>Zhao agreed to personally pay a $50 million fine, a small fraction of his estimated $40 billion net worth, while Binance agreed to pay a $4.3 billion fine and to retain an independent compliance monitor for three years to oversee its anti-money-laundering systems.</p><p>Binance did not immediately respond to a request for comment.</p><p>Binance&#39;s utility token, BNB, which can be used at the exchange to reduce transaction fees, was down nearly 4% Tuesday, according to CoinMarketCap. Bitcoin (BTCUSD) was also trading about 5.8% lower on the day, while ether (ETHUSD) fell nearly 8%.</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>Here's Why Binance Founder CZ Got off with 4-Month \"Slap on the Wrist\"</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\">\nHere's Why Binance Founder CZ Got off with 4-Month \"Slap on the Wrist\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-05-01 16:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>MW Here&#39;s why Binance founder CZ got off with 4-month &#39;slap on the wrist&#39;</p><p>By Chris Matthews</p><p>Changpeng Zhao&#39;s lawyers had requested that he be sentenced to probation with no jail time</p><p>Binance founder and ex-CEO Changpeng Zhao was sentenced to four months in federal prison Tuesday for violations of anti-money-laundering laws during his time running the world&#39;s largest cryptocurrency exchange.</p><p>U.S. Judge Richard Jones was skeptical of the government&#39;s request that Zhao, also known as CZ, be sentenced to three years in prison despite federal sentencing guidelines suggesting an 18-month sentence due to his cooperation with the investigation and his status as a first-time offender.</p><p>Jones said during the sentencing hearing that he believed that Zhao had accepted responsibility for his actions and pointed to the more than 160 letters of support written by Zhao&#39;s family, friends and business associates as evidence of his good character.</p><p>The government was in a weak position as it sought to impose an above-guidelines sentence because Zhao had pled guilty only to failing to set up an adequate anti-money-laundering program at Binance, rather than to money laundering itself or other more serious crimes.</p><p>Dennis Kelleher, president and CEO of the financial-reform group Better Markets, called the decision &#34;an egregious miscarriage of justice&#34; that &#34;sends exactly the wrong message to criminals worldwide,&#34; characterizing it in a statement as &#34;less than a slap on the wrist.&#34; He noted that Zhao has retained his ownership of Binance and remains one of the wealthiest men in the world.</p><p>&#34;Crime pays is the message sent today not by the judge but by the [Justice Department&#39;s] weak, minimalist sweet deal with ... CZ,&#34; Kelleher said. &#34;CZ, his entire leadership team, and numerous other employees throughout the organization should have been prosecuted to long prison sentences and Binance itself probably should have been put out of business. That is what should happen to criminal organizations.&#34;</p><p>The government argued in a court filing that &#34;the scope and ramifications of Zhao&#39;s conduct were massive,&#34; enabling the laundering of hundreds of millions of dollars earned through the sale of illegal drugs, stolen financial information and ransomware payments.</p><p>Binance and Zhao also knowingly undermined U.S. sanctions against Iran by enabling U.S. persons to conduct transactions with Iranian nationals and businesses in violation of federal law.</p><p>The judge agreed with the government that some jail time was necessary to deter other would-be lawbreakers, even if it was unlikely that Zhao himself would break the law again.</p><p>Zhao&#39;s lawyers requested that he be sentenced to probation with no jail time, arguing that &#34;he has already shown remorse for his offense and, more importantly, has remediated.&#34; They also noted that &#34;no defendant in a remotely similar [Bank Secrecy Act] case has ever been sentenced to incarceration.&#34;</p><p>Zhao pled guilty to failing to maintain an effective anti-money-laundering program in November, at the same time that Binance admitted to engaging in violations of the Bank Secrecy Act, failing to register as a money-transmitting business and other violations.</p><p>Zhao agreed to personally pay a $50 million fine, a small fraction of his estimated $40 billion net worth, while Binance agreed to pay a $4.3 billion fine and to retain an independent compliance monitor for three years to oversee its anti-money-laundering systems.</p><p>Binance did not immediately respond to a request for comment.</p><p>Binance&#39;s utility token, BNB, which can be used at the exchange to reduce transaction fees, was down nearly 4% Tuesday, according to CoinMarketCap. Bitcoin (BTCUSD) was also trading about 5.8% lower on the day, while ether (ETHUSD) fell nearly 8%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSTR":"MicroStrategy Incorporated","MARA":"Marathon Digital Holdings Inc","COIN":"Coinbase Global, Inc."},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2432580032","content_text":"MW Here's why Binance founder CZ got off with 4-month 'slap on the wrist'By Chris MatthewsChangpeng Zhao's lawyers had requested that he be sentenced to probation with no jail timeBinance founder and ex-CEO Changpeng Zhao was sentenced to four months in federal prison Tuesday for violations of anti-money-laundering laws during his time running the world's largest cryptocurrency exchange.U.S. Judge Richard Jones was skeptical of the government's request that Zhao, also known as CZ, be sentenced to three years in prison despite federal sentencing guidelines suggesting an 18-month sentence due to his cooperation with the investigation and his status as a first-time offender.Jones said during the sentencing hearing that he believed that Zhao had accepted responsibility for his actions and pointed to the more than 160 letters of support written by Zhao's family, friends and business associates as evidence of his good character.The government was in a weak position as it sought to impose an above-guidelines sentence because Zhao had pled guilty only to failing to set up an adequate anti-money-laundering program at Binance, rather than to money laundering itself or other more serious crimes.Dennis Kelleher, president and CEO of the financial-reform group Better Markets, called the decision \"an egregious miscarriage of justice\" that \"sends exactly the wrong message to criminals worldwide,\" characterizing it in a statement as \"less than a slap on the wrist.\" He noted that Zhao has retained his ownership of Binance and remains one of the wealthiest men in the world.\"Crime pays is the message sent today not by the judge but by the [Justice Department's] weak, minimalist sweet deal with ... CZ,\" Kelleher said. \"CZ, his entire leadership team, and numerous other employees throughout the organization should have been prosecuted to long prison sentences and Binance itself probably should have been put out of business. That is what should happen to criminal organizations.\"The government argued in a court filing that \"the scope and ramifications of Zhao's conduct were massive,\" enabling the laundering of hundreds of millions of dollars earned through the sale of illegal drugs, stolen financial information and ransomware payments.Binance and Zhao also knowingly undermined U.S. sanctions against Iran by enabling U.S. persons to conduct transactions with Iranian nationals and businesses in violation of federal law.The judge agreed with the government that some jail time was necessary to deter other would-be lawbreakers, even if it was unlikely that Zhao himself would break the law again.Zhao's lawyers requested that he be sentenced to probation with no jail time, arguing that \"he has already shown remorse for his offense and, more importantly, has remediated.\" They also noted that \"no defendant in a remotely similar [Bank Secrecy Act] case has ever been sentenced to incarceration.\"Zhao pled guilty to failing to maintain an effective anti-money-laundering program in November, at the same time that Binance admitted to engaging in violations of the Bank Secrecy Act, failing to register as a money-transmitting business and other violations.Zhao agreed to personally pay a $50 million fine, a small fraction of his estimated $40 billion net worth, while Binance agreed to pay a $4.3 billion fine and to retain an independent compliance monitor for three years to oversee its anti-money-laundering systems.Binance did not immediately respond to a request for comment.Binance's utility token, BNB, which can be used at the exchange to reduce transaction fees, was down nearly 4% Tuesday, according to CoinMarketCap. Bitcoin (BTCUSD) was also trading about 5.8% lower on the day, while ether (ETHUSD) fell nearly 8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300910417400024,"gmtCreate":1714483972312,"gmtModify":1714484104384,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Fed Powell speak Wednesday&nbsp;","listText":"Fed Powell speak Wednesday&nbsp;","text":"Fed Powell speak Wednesday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300910417400024","repostId":"2431394980","repostType":4,"repost":{"id":"2431394980","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":1714477589,"share":"https://www.laohu8.com/m/news/2431394980?lang=&edition=full","pubTime":"2024-04-30 19:46","market":"nz","language":"en","title":"Fed to Signal It Has Stomach to Keep Rates High for Longer","url":"https://stock-news.laohu8.com/highlight/detail?id=2431394980","media":"Dow Jones","summary":"An ancient Chinese proverb that counsels \"do nothing, and everything will be done\" could sum up the Federal Reserve's latest approach to interest-rate policy.Fed officials will hold their benchmark federal-funds rate steady at its highest level in more than two decades, around 5.3%, at their two-day policy meeting that begins Tuesday.Firmer-than-anticipated inflation in the first three months of the year has likely postponed rate cuts for the foreseeable future. As a result, officials are likely to emphasize that they are prepared to hold rates steady, at a level most of them expect will provide meaningful restraint to economic activity, for longer than they previously anticipated.The Fed's rate outlook hinges on its inflation forecast, and the most recent data raises two possibilities. One is that the Fed's expectation that inflation continues to move lower but in an uneven and \"bumpy\" fashion is still intact -- but with bigger bumps. In such a scenario, a delayed and slower pace of r","content":"<html><head></head><body><p>By Nick Timiraos</p><p>An ancient Chinese proverb that counsels &#34;do nothing, and everything will be done&#34; could sum up the Federal Reserve&#39;s latest approach to interest-rate policy.</p><p>Fed officials will hold their benchmark federal-funds rate steady at its highest level in more than two decades, around 5.3%, at their two-day policy meeting that begins Tuesday.</p><p>Firmer-than-anticipated inflation in the first three months of the year has likely postponed rate cuts for the foreseeable future. As a result, officials are likely to emphasize that they are prepared to hold rates steady, at a level most of them expect will provide meaningful restraint to economic activity, for longer than they previously anticipated.</p><p>With no new economic projections at this meeting and minimal changes expected to the Fed&#39;s policy statement, Fed Chair Jerome Powell&#39;s press conference will be the main event on Wednesday. Here&#39;s what to watch:</p><h2 id=\"id_1498624758\">The inflation setback</h2><p>Since officials&#39; meeting in March, the economy has continued to demonstrate strong momentum. But inflation has disappointed after a string of cool readings in the second half of 2023 stirred optimism the central bank might be able to lower rates.</p><p>In March, Powell held out the prospect that strong price pressures in January had been a bump on the road to lower inflation. Firm readings for February and March (even if not quite as hot as January) punctured that optimism. They raise the prospect that inflation might settle out closer to 3%. The Fed targets 2% inflation over time.</p><p>Powell is likely to repeat a message he delivered two weeks ago, when he said recent data had &#34;clearly not given us greater confidence&#34; that inflation would continue declining to 2% &#34;and instead indicate that it&#39;s likely to take longer than expected to achieve that.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/58ac79df25e9e0cc51876a3d5a5ba665\" tg-width=\"622\" tg-height=\"524\"/></p><p>The focus at this meeting will be how Powell characterizes the interest-rate outlook. While most Wall Street strategists think one or two rate cuts are still possible later this year, the prospect of such a recalibration without clear evidence of economic weakness remains a bigger wild card than it did just a few weeks ago. Some think the Fed might not cut at all.</p><p>The Fed&#39;s rate outlook hinges on its inflation forecast, and the most recent data raises two possibilities. One is that the Fed&#39;s expectation that inflation continues to move lower but in an uneven and &#34;bumpy&#34; fashion is still intact -- but with bigger bumps. In such a scenario, a delayed and slower pace of rate cuts is still possible this year.</p><p>A second possibility is that inflation, rather than on a &#34;bumpy&#34; path to 2%, is getting stuck at a level closer to 3%. Without evidence that the economy is slowing more notably, that could scrap the case for cuts altogether.</p><h2 id=\"id_2135524953\">Rate policy remains &#34;well-positioned&#34;</h2><p>Powell is likely to acknowledge that officials have less conviction about when and how much to reduce interest rates. In March, most officials projected two or more rate cuts would be appropriate this year, and a narrow majority penciled in at least three cuts.</p><p>Even though officials won&#39;t submit new projections this week, at other meetings without them, Powell has taken the opportunity to reaffirm those one-meeting-old projections or, alternatively, declare them out of date. Wednesday&#39;s meeting is more likely to yield the latter outcome.</p><p>At the same time, Fed officials have indicated that they are broadly comfortable with their current stance. This makes a hawkish pivot toward entertaining rate increases unlikely.</p><p>&#34;Policy is well-positioned to handle the risks that we face,&#34; Powell said on April 16. If inflation continues to run somewhat stronger, the Fed will simply keep rates at their current level for longer, he said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c677b4f92d37f945481eacde52c31cb2\" tg-width=\"648\" tg-height=\"517\"/></p><p>As financial-market participants anticipate fewer cuts, longer-dated bond yields will rise. In effect, this achieves the same kind of tightening in financial conditions that Fed officials sought when they raised interest rates last year. Higher yields across the Treasury yield curve should ultimately hit asset values, including stocks, and slow the economy&#39;s momentum.</p><p>If inflation stays firm &#34;that is what they will want to see, ultimately, &#34; said Subadra Rajappa, head of U.S. rates strategy at Société Générale.</p><h2 id=\"id_1610720027\">Low risks of a hawkish pivot</h2><p>The difficulty for Fed officials in communicating their outlook right now boils down to the conditional nature of the &#34;if/then&#34; statements volunteered by Fed officials, which are premised on one set of outcomes. When the economy performs in ways that officials don&#39;t anticipate, their past statements may no longer be valid.</p><p>To that end, Powell might be hard-pressed to rule out any additional increases, even though it is likely premature for officials to meaningfully move in that direction.</p><p>But a hawkish pivot, suggesting an increase in rates is more likely than a cut, appears unlikely, for now. Any such shift is likely to unfold over a longer period. It would require some combination of a new, nasty supply shock such as a significant increase in commodity prices; signs that wage growth was reaccelerating; and evidence the public was anticipating higher inflation to continue well into the future.</p><p>A key measure on wages will be released Tuesday morning by the Labor Department, which will report the employment-cost index for the first quarter. Fed officials consider that measure the most comprehensive measure of pay growth. Signs that wage pressures have continued to ease would likely allay concerns about stickier service-sector inflation.</p><h2 id=\"id_2652152856\">The balance sheet</h2><p>Fed officials have said they could announce &#34;fairly soon&#34; their plan to slow the runoff of their $4.5 trillion in holdings of Treasury securities, which are part of their $7.4 trillion asset portfolio. That has led analysts to expect a formal plan announcing the slowdown at their meeting this week, though some see a chance this happens at their subsequent meeting in June.</p><p>At issue is a program the central bank initiated two years ago to passively reduce those holdings by allowing bonds to &#34;run off&#34; its balance sheet without buying new ones. It acquired trillions in Treasurys and mortgage bonds to stabilize financial markets in 2020 and to provide additional stimulus in 2021.</p><p>Every month, officials have allowed as much as $60 billion in Treasury securities and as much as $35 billion in mortgage-backed securities to mature without being replaced. The process is designed to shrink the Fed&#39;s balance sheet, which topped out at nearly $9 trillion two years ago.</p><p>At the March meeting, officials appeared to coalesce around a plan to reduce the pace of runoff &#34;by roughly half.&#34; Because high interest rates have kept mortgage-bond runoff at a subdued level, officials wouldn&#39;t change that part of their program and instead lower the cap on monthly Treasury redemptions.</p><p>The latest changes aren&#39;t related to the setting of interest rates and are instead designed to avoid a messy upheaval in overnight lending markets that occurred five years ago.</p><p>The reduction in assets is also draining the financial system of bank deposits held at the Fed, which are called reserves. Officials don&#39;t know at what point reserves will grow scarce enough to push up yields in interbank lending markets. Slowing the process now is seen as preferable by many officials because it could allow the portfolio runoff to continue for somewhat longer without risking the same kind of market ruckus that occurred in 2019.</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>Fed to Signal It Has Stomach to Keep Rates High for Longer</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\">\nFed to Signal It Has Stomach to Keep Rates High for Longer\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-30 19:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>By Nick Timiraos</p><p>An ancient Chinese proverb that counsels &#34;do nothing, and everything will be done&#34; could sum up the Federal Reserve&#39;s latest approach to interest-rate policy.</p><p>Fed officials will hold their benchmark federal-funds rate steady at its highest level in more than two decades, around 5.3%, at their two-day policy meeting that begins Tuesday.</p><p>Firmer-than-anticipated inflation in the first three months of the year has likely postponed rate cuts for the foreseeable future. As a result, officials are likely to emphasize that they are prepared to hold rates steady, at a level most of them expect will provide meaningful restraint to economic activity, for longer than they previously anticipated.</p><p>With no new economic projections at this meeting and minimal changes expected to the Fed&#39;s policy statement, Fed Chair Jerome Powell&#39;s press conference will be the main event on Wednesday. Here&#39;s what to watch:</p><h2 id=\"id_1498624758\">The inflation setback</h2><p>Since officials&#39; meeting in March, the economy has continued to demonstrate strong momentum. But inflation has disappointed after a string of cool readings in the second half of 2023 stirred optimism the central bank might be able to lower rates.</p><p>In March, Powell held out the prospect that strong price pressures in January had been a bump on the road to lower inflation. Firm readings for February and March (even if not quite as hot as January) punctured that optimism. They raise the prospect that inflation might settle out closer to 3%. The Fed targets 2% inflation over time.</p><p>Powell is likely to repeat a message he delivered two weeks ago, when he said recent data had &#34;clearly not given us greater confidence&#34; that inflation would continue declining to 2% &#34;and instead indicate that it&#39;s likely to take longer than expected to achieve that.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/58ac79df25e9e0cc51876a3d5a5ba665\" tg-width=\"622\" tg-height=\"524\"/></p><p>The focus at this meeting will be how Powell characterizes the interest-rate outlook. While most Wall Street strategists think one or two rate cuts are still possible later this year, the prospect of such a recalibration without clear evidence of economic weakness remains a bigger wild card than it did just a few weeks ago. Some think the Fed might not cut at all.</p><p>The Fed&#39;s rate outlook hinges on its inflation forecast, and the most recent data raises two possibilities. One is that the Fed&#39;s expectation that inflation continues to move lower but in an uneven and &#34;bumpy&#34; fashion is still intact -- but with bigger bumps. In such a scenario, a delayed and slower pace of rate cuts is still possible this year.</p><p>A second possibility is that inflation, rather than on a &#34;bumpy&#34; path to 2%, is getting stuck at a level closer to 3%. Without evidence that the economy is slowing more notably, that could scrap the case for cuts altogether.</p><h2 id=\"id_2135524953\">Rate policy remains &#34;well-positioned&#34;</h2><p>Powell is likely to acknowledge that officials have less conviction about when and how much to reduce interest rates. In March, most officials projected two or more rate cuts would be appropriate this year, and a narrow majority penciled in at least three cuts.</p><p>Even though officials won&#39;t submit new projections this week, at other meetings without them, Powell has taken the opportunity to reaffirm those one-meeting-old projections or, alternatively, declare them out of date. Wednesday&#39;s meeting is more likely to yield the latter outcome.</p><p>At the same time, Fed officials have indicated that they are broadly comfortable with their current stance. This makes a hawkish pivot toward entertaining rate increases unlikely.</p><p>&#34;Policy is well-positioned to handle the risks that we face,&#34; Powell said on April 16. If inflation continues to run somewhat stronger, the Fed will simply keep rates at their current level for longer, he said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c677b4f92d37f945481eacde52c31cb2\" tg-width=\"648\" tg-height=\"517\"/></p><p>As financial-market participants anticipate fewer cuts, longer-dated bond yields will rise. In effect, this achieves the same kind of tightening in financial conditions that Fed officials sought when they raised interest rates last year. Higher yields across the Treasury yield curve should ultimately hit asset values, including stocks, and slow the economy&#39;s momentum.</p><p>If inflation stays firm &#34;that is what they will want to see, ultimately, &#34; said Subadra Rajappa, head of U.S. rates strategy at Société Générale.</p><h2 id=\"id_1610720027\">Low risks of a hawkish pivot</h2><p>The difficulty for Fed officials in communicating their outlook right now boils down to the conditional nature of the &#34;if/then&#34; statements volunteered by Fed officials, which are premised on one set of outcomes. When the economy performs in ways that officials don&#39;t anticipate, their past statements may no longer be valid.</p><p>To that end, Powell might be hard-pressed to rule out any additional increases, even though it is likely premature for officials to meaningfully move in that direction.</p><p>But a hawkish pivot, suggesting an increase in rates is more likely than a cut, appears unlikely, for now. Any such shift is likely to unfold over a longer period. It would require some combination of a new, nasty supply shock such as a significant increase in commodity prices; signs that wage growth was reaccelerating; and evidence the public was anticipating higher inflation to continue well into the future.</p><p>A key measure on wages will be released Tuesday morning by the Labor Department, which will report the employment-cost index for the first quarter. Fed officials consider that measure the most comprehensive measure of pay growth. Signs that wage pressures have continued to ease would likely allay concerns about stickier service-sector inflation.</p><h2 id=\"id_2652152856\">The balance sheet</h2><p>Fed officials have said they could announce &#34;fairly soon&#34; their plan to slow the runoff of their $4.5 trillion in holdings of Treasury securities, which are part of their $7.4 trillion asset portfolio. That has led analysts to expect a formal plan announcing the slowdown at their meeting this week, though some see a chance this happens at their subsequent meeting in June.</p><p>At issue is a program the central bank initiated two years ago to passively reduce those holdings by allowing bonds to &#34;run off&#34; its balance sheet without buying new ones. It acquired trillions in Treasurys and mortgage bonds to stabilize financial markets in 2020 and to provide additional stimulus in 2021.</p><p>Every month, officials have allowed as much as $60 billion in Treasury securities and as much as $35 billion in mortgage-backed securities to mature without being replaced. The process is designed to shrink the Fed&#39;s balance sheet, which topped out at nearly $9 trillion two years ago.</p><p>At the March meeting, officials appeared to coalesce around a plan to reduce the pace of runoff &#34;by roughly half.&#34; Because high interest rates have kept mortgage-bond runoff at a subdued level, officials wouldn&#39;t change that part of their program and instead lower the cap on monthly Treasury redemptions.</p><p>The latest changes aren&#39;t related to the setting of interest rates and are instead designed to avoid a messy upheaval in overnight lending markets that occurred five years ago.</p><p>The reduction in assets is also draining the financial system of bank deposits held at the Fed, which are called reserves. Officials don&#39;t know at what point reserves will grow scarce enough to push up yields in interbank lending markets. Slowing the process now is seen as preferable by many officials because it could allow the portfolio runoff to continue for somewhat longer without risking the same kind of market ruckus that occurred in 2019.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1215":"特殊消费者服务",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2431394980","content_text":"By Nick TimiraosAn ancient Chinese proverb that counsels \"do nothing, and everything will be done\" could sum up the Federal Reserve's latest approach to interest-rate policy.Fed officials will hold their benchmark federal-funds rate steady at its highest level in more than two decades, around 5.3%, at their two-day policy meeting that begins Tuesday.Firmer-than-anticipated inflation in the first three months of the year has likely postponed rate cuts for the foreseeable future. As a result, officials are likely to emphasize that they are prepared to hold rates steady, at a level most of them expect will provide meaningful restraint to economic activity, for longer than they previously anticipated.With no new economic projections at this meeting and minimal changes expected to the Fed's policy statement, Fed Chair Jerome Powell's press conference will be the main event on Wednesday. Here's what to watch:The inflation setbackSince officials' meeting in March, the economy has continued to demonstrate strong momentum. But inflation has disappointed after a string of cool readings in the second half of 2023 stirred optimism the central bank might be able to lower rates.In March, Powell held out the prospect that strong price pressures in January had been a bump on the road to lower inflation. Firm readings for February and March (even if not quite as hot as January) punctured that optimism. They raise the prospect that inflation might settle out closer to 3%. The Fed targets 2% inflation over time.Powell is likely to repeat a message he delivered two weeks ago, when he said recent data had \"clearly not given us greater confidence\" that inflation would continue declining to 2% \"and instead indicate that it's likely to take longer than expected to achieve that.\"The focus at this meeting will be how Powell characterizes the interest-rate outlook. While most Wall Street strategists think one or two rate cuts are still possible later this year, the prospect of such a recalibration without clear evidence of economic weakness remains a bigger wild card than it did just a few weeks ago. Some think the Fed might not cut at all.The Fed's rate outlook hinges on its inflation forecast, and the most recent data raises two possibilities. One is that the Fed's expectation that inflation continues to move lower but in an uneven and \"bumpy\" fashion is still intact -- but with bigger bumps. In such a scenario, a delayed and slower pace of rate cuts is still possible this year.A second possibility is that inflation, rather than on a \"bumpy\" path to 2%, is getting stuck at a level closer to 3%. Without evidence that the economy is slowing more notably, that could scrap the case for cuts altogether.Rate policy remains \"well-positioned\"Powell is likely to acknowledge that officials have less conviction about when and how much to reduce interest rates. In March, most officials projected two or more rate cuts would be appropriate this year, and a narrow majority penciled in at least three cuts.Even though officials won't submit new projections this week, at other meetings without them, Powell has taken the opportunity to reaffirm those one-meeting-old projections or, alternatively, declare them out of date. Wednesday's meeting is more likely to yield the latter outcome.At the same time, Fed officials have indicated that they are broadly comfortable with their current stance. This makes a hawkish pivot toward entertaining rate increases unlikely.\"Policy is well-positioned to handle the risks that we face,\" Powell said on April 16. If inflation continues to run somewhat stronger, the Fed will simply keep rates at their current level for longer, he said.As financial-market participants anticipate fewer cuts, longer-dated bond yields will rise. In effect, this achieves the same kind of tightening in financial conditions that Fed officials sought when they raised interest rates last year. Higher yields across the Treasury yield curve should ultimately hit asset values, including stocks, and slow the economy's momentum.If inflation stays firm \"that is what they will want to see, ultimately, \" said Subadra Rajappa, head of U.S. rates strategy at Société Générale.Low risks of a hawkish pivotThe difficulty for Fed officials in communicating their outlook right now boils down to the conditional nature of the \"if/then\" statements volunteered by Fed officials, which are premised on one set of outcomes. When the economy performs in ways that officials don't anticipate, their past statements may no longer be valid.To that end, Powell might be hard-pressed to rule out any additional increases, even though it is likely premature for officials to meaningfully move in that direction.But a hawkish pivot, suggesting an increase in rates is more likely than a cut, appears unlikely, for now. Any such shift is likely to unfold over a longer period. It would require some combination of a new, nasty supply shock such as a significant increase in commodity prices; signs that wage growth was reaccelerating; and evidence the public was anticipating higher inflation to continue well into the future.A key measure on wages will be released Tuesday morning by the Labor Department, which will report the employment-cost index for the first quarter. Fed officials consider that measure the most comprehensive measure of pay growth. Signs that wage pressures have continued to ease would likely allay concerns about stickier service-sector inflation.The balance sheetFed officials have said they could announce \"fairly soon\" their plan to slow the runoff of their $4.5 trillion in holdings of Treasury securities, which are part of their $7.4 trillion asset portfolio. That has led analysts to expect a formal plan announcing the slowdown at their meeting this week, though some see a chance this happens at their subsequent meeting in June.At issue is a program the central bank initiated two years ago to passively reduce those holdings by allowing bonds to \"run off\" its balance sheet without buying new ones. It acquired trillions in Treasurys and mortgage bonds to stabilize financial markets in 2020 and to provide additional stimulus in 2021.Every month, officials have allowed as much as $60 billion in Treasury securities and as much as $35 billion in mortgage-backed securities to mature without being replaced. The process is designed to shrink the Fed's balance sheet, which topped out at nearly $9 trillion two years ago.At the March meeting, officials appeared to coalesce around a plan to reduce the pace of runoff \"by roughly half.\" Because high interest rates have kept mortgage-bond runoff at a subdued level, officials wouldn't change that part of their program and instead lower the cap on monthly Treasury redemptions.The latest changes aren't related to the setting of interest rates and are instead designed to avoid a messy upheaval in overnight lending markets that occurred five years ago.The reduction in assets is also draining the financial system of bank deposits held at the Fed, which are called reserves. Officials don't know at what point reserves will grow scarce enough to push up yields in interbank lending markets. Slowing the process now is seen as preferable by many officials because it could allow the portfolio runoff to continue for somewhat longer without risking the same kind of market ruckus that occurred in 2019.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300864030597232,"gmtCreate":1714472637315,"gmtModify":1714472640947,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Nvidia ai chips upside q1 earnings to watch&nbsp;","listText":"Nvidia ai chips upside q1 earnings to watch&nbsp;","text":"Nvidia ai chips upside q1 earnings to watch","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300864030597232","repostId":"2431399851","repostType":2,"repost":{"id":"2431399851","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":1714470833,"share":"https://www.laohu8.com/m/news/2431399851?lang=&edition=full","pubTime":"2024-04-30 17:53","market":"fut","language":"en","title":"Nvidia Stock Slips. Here's When Its New AI Chips Could Hit the Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2431399851","media":"Dow Jones","summary":"Nvidia was edging lower early Tuesday. The chip maker's new Blackwell hardware likely will hit the market late this year and provide a catalyst for the stock, according to analysts at UBS.Nvidia has erased losses from earlier this month when its shares dropped below $800. However, it remains short of its highs of about $950 as it prepares to launch its new range of Blackwell chips.Compared with Nvidia's existing Hopper chips, Blackwell can train an AI model with one quarter as many graphics-processing units and almost as significant a reduction in power consumption, said CEO Jensen Huang.UBS analyst Timothy Arcuri wrote in a research note Monday that the Blackwell chips could start shipping in December.\"Blackwell shipments are commencing a little later than our original October assumption with test timelines suggesting late November or December as more likely,\" Arcuri wrote.That means Nvidia could have a patch of slower growth in the October quarter but that's not a reason to worry abo","content":"<html><head></head><body><p>Nvidia was edging lower early Tuesday. The chip maker&#39;s new Blackwell hardware likely will hit the market late this year and provide a catalyst for the stock, according to analysts at UBS.</p><p>Nvidia shares were down 0.63% in premarket trading. The stock closed flat on Monday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/43234666f7e94674c791c39e45e36c8d\" tg-width=\"1170\" tg-height=\"755\"/></p><p>Nvidia has erased losses from earlier this month when its shares dropped below $800. However, it remains short of its highs of about $950 as it prepares to launch its new range of Blackwell chips.</p><p>Compared with Nvidia&#39;s existing Hopper chips, Blackwell can train an AI model with one quarter as many graphics-processing units and almost as significant a reduction in power consumption, said CEO Jensen Huang.</p><p>UBS analyst Timothy Arcuri wrote in a research note Monday that the Blackwell chips could start shipping in December.</p><p>&#34;Blackwell shipments are commencing a little later than our original October assumption with test timelines suggesting late November or December as more likely,&#34; Arcuri wrote.</p><p>That means Nvidia could have a patch of slower growth in the October quarter but that&#39;s not a reason to worry about the chip maker, according to the analyst.</p><p>&#34;Hopper demand remains much stronger than one would normally expect ahead of a big product transition. On top of this, we see such strong Blackwell demand -- and systems mix in particular -- that we are raising estimates and PT [price target] yet again,&#34; Arcuri wrote.</p><p>Arcuri maintained a Buy rating on the stock and raised his target price to $1,150 from $1,100. The target is based on a price-to-earnings ratio of 28 times Nvidia&#39;s forecast earnings of $41.04 a share in 2025.</p><p>Among other chip makers, Advanced Micro Devices was down 0.1% and Intel was flat in premarket trading. AMD reports first-quarter earnings on Tuesday after the stock market closes.</p><p>Nvidia shares have risen 77% this year through to Monday&#39;s close. That compares with a 7.3% increase in the S&amp;P 500 index and a 6.5% gain in the Nasdaq Composite over the same period.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Slips. Here's When Its New AI Chips Could Hit the Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Slips. Here's When Its New AI Chips Could Hit the Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-30 17:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia was edging lower early Tuesday. The chip maker&#39;s new Blackwell hardware likely will hit the market late this year and provide a catalyst for the stock, according to analysts at UBS.</p><p>Nvidia shares were down 0.63% in premarket trading. The stock closed flat on Monday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/43234666f7e94674c791c39e45e36c8d\" tg-width=\"1170\" tg-height=\"755\"/></p><p>Nvidia has erased losses from earlier this month when its shares dropped below $800. However, it remains short of its highs of about $950 as it prepares to launch its new range of Blackwell chips.</p><p>Compared with Nvidia&#39;s existing Hopper chips, Blackwell can train an AI model with one quarter as many graphics-processing units and almost as significant a reduction in power consumption, said CEO Jensen Huang.</p><p>UBS analyst Timothy Arcuri wrote in a research note Monday that the Blackwell chips could start shipping in December.</p><p>&#34;Blackwell shipments are commencing a little later than our original October assumption with test timelines suggesting late November or December as more likely,&#34; Arcuri wrote.</p><p>That means Nvidia could have a patch of slower growth in the October quarter but that&#39;s not a reason to worry about the chip maker, according to the analyst.</p><p>&#34;Hopper demand remains much stronger than one would normally expect ahead of a big product transition. On top of this, we see such strong Blackwell demand -- and systems mix in particular -- that we are raising estimates and PT [price target] yet again,&#34; Arcuri wrote.</p><p>Arcuri maintained a Buy rating on the stock and raised his target price to $1,150 from $1,100. The target is based on a price-to-earnings ratio of 28 times Nvidia&#39;s forecast earnings of $41.04 a share in 2025.</p><p>Among other chip makers, Advanced Micro Devices was down 0.1% and Intel was flat in premarket trading. AMD reports first-quarter earnings on Tuesday after the stock market closes.</p><p>Nvidia shares have risen 77% this year through to Monday&#39;s close. That compares with a 7.3% increase in the S&amp;P 500 index and a 6.5% gain in the Nasdaq Composite over the same period.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4567":"ESG概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4534":"瑞士信贷持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","INTC":"英特尔","LU0109392836.USD":"富兰克林科技股A","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4550":"红杉资本持仓","BK4141":"半导体产品","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","NVDA":"英伟达","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4551":"寇图资本持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","AMD":"美国超微公司","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4549":"软银资本持仓","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0079474960.USD":"联博美国增长基金A","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2431399851","content_text":"Nvidia was edging lower early Tuesday. The chip maker's new Blackwell hardware likely will hit the market late this year and provide a catalyst for the stock, according to analysts at UBS.Nvidia shares were down 0.63% in premarket trading. The stock closed flat on Monday.Nvidia has erased losses from earlier this month when its shares dropped below $800. However, it remains short of its highs of about $950 as it prepares to launch its new range of Blackwell chips.Compared with Nvidia's existing Hopper chips, Blackwell can train an AI model with one quarter as many graphics-processing units and almost as significant a reduction in power consumption, said CEO Jensen Huang.UBS analyst Timothy Arcuri wrote in a research note Monday that the Blackwell chips could start shipping in December.\"Blackwell shipments are commencing a little later than our original October assumption with test timelines suggesting late November or December as more likely,\" Arcuri wrote.That means Nvidia could have a patch of slower growth in the October quarter but that's not a reason to worry about the chip maker, according to the analyst.\"Hopper demand remains much stronger than one would normally expect ahead of a big product transition. On top of this, we see such strong Blackwell demand -- and systems mix in particular -- that we are raising estimates and PT [price target] yet again,\" Arcuri wrote.Arcuri maintained a Buy rating on the stock and raised his target price to $1,150 from $1,100. The target is based on a price-to-earnings ratio of 28 times Nvidia's forecast earnings of $41.04 a share in 2025.Among other chip makers, Advanced Micro Devices was down 0.1% and Intel was flat in premarket trading. AMD reports first-quarter earnings on Tuesday after the stock market closes.Nvidia shares have risen 77% this year through to Monday's close. That compares with a 7.3% increase in the S&P 500 index and a 6.5% gain in the Nasdaq Composite over the same period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300863910469744,"gmtCreate":1714472607987,"gmtModify":1714472612114,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Tesla cost control for upside&nbsp;","listText":"Tesla cost control for upside&nbsp;","text":"Tesla cost control for upside","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300863910469744","repostId":"1155642221","repostType":2,"repost":{"id":"1155642221","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":1714490234,"share":"https://www.laohu8.com/m/news/1155642221?lang=&edition=full","pubTime":"2024-04-30 23:17","market":"us","language":"en","title":"Tesla Shares Tumbled 5% in Morning Trading As Musk laid off Tesla Senior Executives in Fresh Job Cuts","url":"https://stock-news.laohu8.com/highlight/detail?id=1155642221","media":"Tiger Newspress","summary":"Tesla shares dipped 1% in premarket after soaring over 15% on Monday.Elon Musk is thinning Tesla's senior management and laying off hundreds more employees, frustrated by falling sales and the pace of layoffs so far, The Information reported early Tuesday, citing an email sent by the CEO to senior executives.Rebecca Tinucci, senior director of the electric vehicle maker's Supercharger business, and Daniel Ho, head of new products, will leave on Tuesday morning, The Information reported.In the em","content":"<html><head></head><body><p>Tesla shares tumbled 5% in morning trading after soaring over 15% on Monday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/105dc8ea0c72bd652174b4fb641ebaaf\" tg-width=\"840\" tg-height=\"820\"/></p><p>Elon Musk is thinning Tesla&#39;s senior management and laying off hundreds more employees, frustrated by falling sales and the pace of layoffs so far, The Information reported early Tuesday, citing an email sent by the CEO to senior executives.</p><p>Rebecca Tinucci, senior director of the electric vehicle maker&#39;s Supercharger business, and Daniel Ho, head of new products, will leave on Tuesday morning, The Information reported.</p><p>In the email, Musk also said he would dismiss everyone working for Tinucci and Ho, including the roughly 500 employees who work in the Supercharger group, The Information said.</p><p>&#34;Hopefully these actions are making it clear that we need to be absolutely hard core about headcount and cost reduction,&#34; Musk wrote in the email, the report said. &#34;While some on exec staff are taking this seriously, most are not yet doing so.&#34;</p><p>Tesla&#39;s public policy team, which was led by former executive Rohan Patel, will also be dissolved, according to the report.</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 Shares Tumbled 5% in Morning Trading As Musk laid off Tesla Senior Executives in Fresh Job Cuts</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 Shares Tumbled 5% in Morning Trading As Musk laid off Tesla Senior Executives in Fresh Job Cuts\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\">2024-04-30 23:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla shares tumbled 5% in morning trading after soaring over 15% on Monday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/105dc8ea0c72bd652174b4fb641ebaaf\" tg-width=\"840\" tg-height=\"820\"/></p><p>Elon Musk is thinning Tesla&#39;s senior management and laying off hundreds more employees, frustrated by falling sales and the pace of layoffs so far, The Information reported early Tuesday, citing an email sent by the CEO to senior executives.</p><p>Rebecca Tinucci, senior director of the electric vehicle maker&#39;s Supercharger business, and Daniel Ho, head of new products, will leave on Tuesday morning, The Information reported.</p><p>In the email, Musk also said he would dismiss everyone working for Tinucci and Ho, including the roughly 500 employees who work in the Supercharger group, The Information said.</p><p>&#34;Hopefully these actions are making it clear that we need to be absolutely hard core about headcount and cost reduction,&#34; Musk wrote in the email, the report said. &#34;While some on exec staff are taking this seriously, most are not yet doing so.&#34;</p><p>Tesla&#39;s public policy team, which was led by former executive Rohan Patel, will also be dissolved, according to the report.</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":"1155642221","content_text":"Tesla shares tumbled 5% in morning trading after soaring over 15% on Monday.Elon Musk is thinning Tesla's senior management and laying off hundreds more employees, frustrated by falling sales and the pace of layoffs so far, The Information reported early Tuesday, citing an email sent by the CEO to senior executives.Rebecca Tinucci, senior director of the electric vehicle maker's Supercharger business, and Daniel Ho, head of new products, will leave on Tuesday morning, The Information reported.In the email, Musk also said he would dismiss everyone working for Tinucci and Ho, including the roughly 500 employees who work in the Supercharger group, The Information said.\"Hopefully these actions are making it clear that we need to be absolutely hard core about headcount and cost reduction,\" Musk wrote in the email, the report said. \"While some on exec staff are taking this seriously, most are not yet doing so.\"Tesla's public policy team, which was led by former executive Rohan Patel, will also be dissolved, according to the report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300859266506816,"gmtCreate":1714471492490,"gmtModify":1714471496226,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Buffet legend&nbsp;","listText":"Buffet legend&nbsp;","text":"Buffet legend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300859266506816","repostId":"2431949873","repostType":4,"repost":{"id":"2431949873","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":1714470124,"share":"https://www.laohu8.com/m/news/2431949873?lang=&edition=full","pubTime":"2024-04-30 17:42","market":"fut","language":"en","title":"\"Empty Chair Feeling\" to Pervade Berkshire Meeting Without Munger","url":"https://stock-news.laohu8.com/highlight/detail?id=2431949873","media":"Dow Jones","summary":"Shareholders and onlookers agree: Without Charlie Munger, the Berkshire Hathaway annual meeting on Saturday won't be the same.For decades, attendees of the yearly gathering in Omaha, Neb., relished listening as Warren Buffett and Munger, his longtime friend and partner, spoke for hours about investing, business and life. Munger was 99 when he took the stage for his final annual meeting last May. He died in November, just shy of his 100th birthday.Buffett is the company's chief executive and the more famous investor, but Munger held a special place in the hearts of Berkshire fans. They heard wisdom in his thoughts on everything from the commercial to the personal. They loved that he was unafraid to speak his mind. And his sense of humor, sometimes biting, made them laugh.The pairing of Buffett's lengthier and more diplomatic remarks with Munger's acerbic one-liners, along with the clear camaraderie between the two men, could make their appearances feel like episodes in a great buddy com","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/46c2b2c50c9bcce0c4c38ae33e3b1f77\" tg-width=\"1260\" tg-height=\"841\"/></p><p>By Karen Langley</p><p>Shareholders and onlookers agree: Without Charlie Munger, the Berkshire Hathaway annual meeting on Saturday won&#39;t be the same.</p><p>For decades, attendees of the yearly gathering in Omaha, Neb., relished listening as Warren Buffett and Munger, his longtime friend and partner, spoke for hours about investing, business and life. Munger was 99 when he took the stage for his final annual meeting last May. He died in November, just shy of his 100th birthday.</p><p>Buffett is the company&#39;s chief executive and the more famous investor, but Munger held a special place in the hearts of Berkshire fans. They heard wisdom in his thoughts on everything from the commercial to the personal. They loved that he was unafraid to speak his mind. And his sense of humor, sometimes biting, made them laugh.</p><p>The pairing of Buffett&#39;s lengthier and more diplomatic remarks with Munger&#39;s acerbic one-liners, along with the clear camaraderie between the two men, could make their appearances feel like episodes in a great buddy comedy of capitalism.</p><p>&#34;I feel like there&#39;s going to be a place in my heart missing when we don&#39;t see Charlie up there,&#34; said Lyle McIntosh, a farmer who lives in Missouri Valley, Iowa, and first attended the meetings in the 1980s. &#34;Of course we&#39;ll all adapt to it, but this first year especially it&#39;s going to be kind of like an empty-chair feeling.&#34;</p><p>Buffett paid tribute to Munger in February when he prefaced his annual letter to shareholders with a page titled &#34;Charlie Munger -- The Architect of Berkshire Hathaway.&#34;</p><p>Given Munger&#39;s trademark confidence and bluntness, a reader could believe it when Buffett wrote that Munger &#34;told me -- correctly! -- that I had made a dumb decision in buying control of Berkshire,&#34; then a faltering textile operation. &#34;But, he assured me, since I had already made the move, he would tell me how to correct my mistake.&#34;</p><p>The key, Munger told him, was to &#34;give up buying fair businesses at wonderful prices&#34; and instead add to Berkshire &#34;wonderful businesses purchased at fair prices.&#34;</p><p>Buffett went on to build Berkshire into a sprawling conglomerate with business ranging from insurance to rail to utilities, from paint to soft-serve cones to underwear. It has a mammoth stock portfolio with big holdings in Apple, Coca-Cola and Bank of America, as well as a mountain of cash.</p><p>Through it all, Buffett wrote, &#34;Charlie never sought to take credit for his role as creator but instead let me take the bows and receive the accolades.&#34;</p><p>The friendship between the two men, who laughed and told stories together on stage, helped the gatherings feel more personal than a regular corporate meeting.</p><p>&#34;Who alive has had a friend -- a best friend -- for 65 years?&#34; said Lawrence Cunningham, a retired corporate governance professor who has written books about Buffett and Berkshire. &#34;They modeled that and they celebrated it.&#34;</p><p>When John Bailer, deputy head of equity income and a portfolio manager at Newton Investment Management, attended his first Berkshire meeting in 2010, he was struck by the adoration the crowd showered upon Buffett and Munger. People clapped, cheered and leapt from their seats to greet the two men.</p><p>&#34;When Warren and Charlie walked into that arena, it was like the Beatles coming to America,&#34; Bailer said. &#34;It&#39;s just unbelievable how much love there was in that place for both of them.&#34;</p><p>Fans of Munger inevitably talk about memorable lines he delivered over the years.</p><p>In 2000, a questioner asked if speculation in technology would have consequences for the broader economy. Buffett spoke for several minutes before offering Munger the floor.</p><p>&#34;If you mix the mathematics of the chain letter or the Ponzi scheme with some legitimate development, like the development of the internet, you are mixing something which is wretched and irrational and has bad consequences with something that has very good consequences,&#34; Munger said. &#34;But you know, if you mix raisins with turds, they&#39;re still turds.&#34;</p><p>&#34;That&#39;s why they have me write the annual report,&#34; Buffett quipped.</p><p>Sometimes Munger offered up life lessons, as in 2014 when the pair discussed business partnerships.</p><p>&#34;I always say the way to get a good spouse is to deserve one,&#34; he said. &#34;To get a good partner you deserve a good partner. It&#39;s an old-fashioned way of getting ahead.&#34;</p><p>During the 2015 meeting, Buffett said people incorrectly think he would want to talk up Berkshire&#39;s investments. If Berkshire will likely buy more or if a company whose stock Berkshire holds may repurchase shares, why would he want the price to rise, he asked.</p><p>&#34;Warren, if people weren&#39;t so often wrong, we wouldn&#39;t be so rich,&#34; Munger replied. The crowd loved it.</p><p>Buffett won&#39;t be alone on stage this weekend. He wrote in his February letter that Greg Abel, who runs Berkshire&#39;s noninsurance operations and is in line to succeed Buffett as chief executive, and Ajit Jain, who heads the insurance business, will also appear before the crowd, as they have in recent years.</p><p>But for many attendees, Munger&#39;s absence will loom large -- in some cases making them consider the future day when Buffett no longer leads Berkshire.</p><p>&#34;It&#39;s kind of transitioning to a new era,&#34; said Jerry Beyke, a senior investment analyst at Scharf Investments who has attended most Berkshire annual meetings since 1983. &#34;People need to have more familiarity with the next generation that&#39;s taking over.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"Empty Chair Feeling\" to Pervade Berkshire Meeting Without Munger</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\">\n\"Empty Chair Feeling\" to Pervade Berkshire Meeting Without Munger\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-30 17:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/46c2b2c50c9bcce0c4c38ae33e3b1f77\" tg-width=\"1260\" tg-height=\"841\"/></p><p>By Karen Langley</p><p>Shareholders and onlookers agree: Without Charlie Munger, the Berkshire Hathaway annual meeting on Saturday won&#39;t be the same.</p><p>For decades, attendees of the yearly gathering in Omaha, Neb., relished listening as Warren Buffett and Munger, his longtime friend and partner, spoke for hours about investing, business and life. Munger was 99 when he took the stage for his final annual meeting last May. He died in November, just shy of his 100th birthday.</p><p>Buffett is the company&#39;s chief executive and the more famous investor, but Munger held a special place in the hearts of Berkshire fans. They heard wisdom in his thoughts on everything from the commercial to the personal. They loved that he was unafraid to speak his mind. And his sense of humor, sometimes biting, made them laugh.</p><p>The pairing of Buffett&#39;s lengthier and more diplomatic remarks with Munger&#39;s acerbic one-liners, along with the clear camaraderie between the two men, could make their appearances feel like episodes in a great buddy comedy of capitalism.</p><p>&#34;I feel like there&#39;s going to be a place in my heart missing when we don&#39;t see Charlie up there,&#34; said Lyle McIntosh, a farmer who lives in Missouri Valley, Iowa, and first attended the meetings in the 1980s. &#34;Of course we&#39;ll all adapt to it, but this first year especially it&#39;s going to be kind of like an empty-chair feeling.&#34;</p><p>Buffett paid tribute to Munger in February when he prefaced his annual letter to shareholders with a page titled &#34;Charlie Munger -- The Architect of Berkshire Hathaway.&#34;</p><p>Given Munger&#39;s trademark confidence and bluntness, a reader could believe it when Buffett wrote that Munger &#34;told me -- correctly! -- that I had made a dumb decision in buying control of Berkshire,&#34; then a faltering textile operation. &#34;But, he assured me, since I had already made the move, he would tell me how to correct my mistake.&#34;</p><p>The key, Munger told him, was to &#34;give up buying fair businesses at wonderful prices&#34; and instead add to Berkshire &#34;wonderful businesses purchased at fair prices.&#34;</p><p>Buffett went on to build Berkshire into a sprawling conglomerate with business ranging from insurance to rail to utilities, from paint to soft-serve cones to underwear. It has a mammoth stock portfolio with big holdings in Apple, Coca-Cola and Bank of America, as well as a mountain of cash.</p><p>Through it all, Buffett wrote, &#34;Charlie never sought to take credit for his role as creator but instead let me take the bows and receive the accolades.&#34;</p><p>The friendship between the two men, who laughed and told stories together on stage, helped the gatherings feel more personal than a regular corporate meeting.</p><p>&#34;Who alive has had a friend -- a best friend -- for 65 years?&#34; said Lawrence Cunningham, a retired corporate governance professor who has written books about Buffett and Berkshire. &#34;They modeled that and they celebrated it.&#34;</p><p>When John Bailer, deputy head of equity income and a portfolio manager at Newton Investment Management, attended his first Berkshire meeting in 2010, he was struck by the adoration the crowd showered upon Buffett and Munger. People clapped, cheered and leapt from their seats to greet the two men.</p><p>&#34;When Warren and Charlie walked into that arena, it was like the Beatles coming to America,&#34; Bailer said. &#34;It&#39;s just unbelievable how much love there was in that place for both of them.&#34;</p><p>Fans of Munger inevitably talk about memorable lines he delivered over the years.</p><p>In 2000, a questioner asked if speculation in technology would have consequences for the broader economy. Buffett spoke for several minutes before offering Munger the floor.</p><p>&#34;If you mix the mathematics of the chain letter or the Ponzi scheme with some legitimate development, like the development of the internet, you are mixing something which is wretched and irrational and has bad consequences with something that has very good consequences,&#34; Munger said. &#34;But you know, if you mix raisins with turds, they&#39;re still turds.&#34;</p><p>&#34;That&#39;s why they have me write the annual report,&#34; Buffett quipped.</p><p>Sometimes Munger offered up life lessons, as in 2014 when the pair discussed business partnerships.</p><p>&#34;I always say the way to get a good spouse is to deserve one,&#34; he said. &#34;To get a good partner you deserve a good partner. It&#39;s an old-fashioned way of getting ahead.&#34;</p><p>During the 2015 meeting, Buffett said people incorrectly think he would want to talk up Berkshire&#39;s investments. If Berkshire will likely buy more or if a company whose stock Berkshire holds may repurchase shares, why would he want the price to rise, he asked.</p><p>&#34;Warren, if people weren&#39;t so often wrong, we wouldn&#39;t be so rich,&#34; Munger replied. The crowd loved it.</p><p>Buffett won&#39;t be alone on stage this weekend. He wrote in his February letter that Greg Abel, who runs Berkshire&#39;s noninsurance operations and is in line to succeed Buffett as chief executive, and Ajit Jain, who heads the insurance business, will also appear before the crowd, as they have in recent years.</p><p>But for many attendees, Munger&#39;s absence will loom large -- in some cases making them consider the future day when Buffett no longer leads Berkshire.</p><p>&#34;It&#39;s kind of transitioning to a new era,&#34; said Jerry Beyke, a senior investment analyst at Scharf Investments who has attended most Berkshire annual meetings since 1983. &#34;People need to have more familiarity with the next generation that&#39;s taking over.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0149725797.USD":"汇丰美国股市经济规模基金","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BRK.B":"伯克希尔B","BK4581":"高盛持仓","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4176":"多领域控股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BRK.A":"伯克希尔","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0251142724.SGD":"Fidelity America A-SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0971096721.USD":"富达环球金融服务 A"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2431949873","content_text":"By Karen LangleyShareholders and onlookers agree: Without Charlie Munger, the Berkshire Hathaway annual meeting on Saturday won't be the same.For decades, attendees of the yearly gathering in Omaha, Neb., relished listening as Warren Buffett and Munger, his longtime friend and partner, spoke for hours about investing, business and life. Munger was 99 when he took the stage for his final annual meeting last May. He died in November, just shy of his 100th birthday.Buffett is the company's chief executive and the more famous investor, but Munger held a special place in the hearts of Berkshire fans. They heard wisdom in his thoughts on everything from the commercial to the personal. They loved that he was unafraid to speak his mind. And his sense of humor, sometimes biting, made them laugh.The pairing of Buffett's lengthier and more diplomatic remarks with Munger's acerbic one-liners, along with the clear camaraderie between the two men, could make their appearances feel like episodes in a great buddy comedy of capitalism.\"I feel like there's going to be a place in my heart missing when we don't see Charlie up there,\" said Lyle McIntosh, a farmer who lives in Missouri Valley, Iowa, and first attended the meetings in the 1980s. \"Of course we'll all adapt to it, but this first year especially it's going to be kind of like an empty-chair feeling.\"Buffett paid tribute to Munger in February when he prefaced his annual letter to shareholders with a page titled \"Charlie Munger -- The Architect of Berkshire Hathaway.\"Given Munger's trademark confidence and bluntness, a reader could believe it when Buffett wrote that Munger \"told me -- correctly! -- that I had made a dumb decision in buying control of Berkshire,\" then a faltering textile operation. \"But, he assured me, since I had already made the move, he would tell me how to correct my mistake.\"The key, Munger told him, was to \"give up buying fair businesses at wonderful prices\" and instead add to Berkshire \"wonderful businesses purchased at fair prices.\"Buffett went on to build Berkshire into a sprawling conglomerate with business ranging from insurance to rail to utilities, from paint to soft-serve cones to underwear. It has a mammoth stock portfolio with big holdings in Apple, Coca-Cola and Bank of America, as well as a mountain of cash.Through it all, Buffett wrote, \"Charlie never sought to take credit for his role as creator but instead let me take the bows and receive the accolades.\"The friendship between the two men, who laughed and told stories together on stage, helped the gatherings feel more personal than a regular corporate meeting.\"Who alive has had a friend -- a best friend -- for 65 years?\" said Lawrence Cunningham, a retired corporate governance professor who has written books about Buffett and Berkshire. \"They modeled that and they celebrated it.\"When John Bailer, deputy head of equity income and a portfolio manager at Newton Investment Management, attended his first Berkshire meeting in 2010, he was struck by the adoration the crowd showered upon Buffett and Munger. People clapped, cheered and leapt from their seats to greet the two men.\"When Warren and Charlie walked into that arena, it was like the Beatles coming to America,\" Bailer said. \"It's just unbelievable how much love there was in that place for both of them.\"Fans of Munger inevitably talk about memorable lines he delivered over the years.In 2000, a questioner asked if speculation in technology would have consequences for the broader economy. Buffett spoke for several minutes before offering Munger the floor.\"If you mix the mathematics of the chain letter or the Ponzi scheme with some legitimate development, like the development of the internet, you are mixing something which is wretched and irrational and has bad consequences with something that has very good consequences,\" Munger said. \"But you know, if you mix raisins with turds, they're still turds.\"\"That's why they have me write the annual report,\" Buffett quipped.Sometimes Munger offered up life lessons, as in 2014 when the pair discussed business partnerships.\"I always say the way to get a good spouse is to deserve one,\" he said. \"To get a good partner you deserve a good partner. It's an old-fashioned way of getting ahead.\"During the 2015 meeting, Buffett said people incorrectly think he would want to talk up Berkshire's investments. If Berkshire will likely buy more or if a company whose stock Berkshire holds may repurchase shares, why would he want the price to rise, he asked.\"Warren, if people weren't so often wrong, we wouldn't be so rich,\" Munger replied. The crowd loved it.Buffett won't be alone on stage this weekend. He wrote in his February letter that Greg Abel, who runs Berkshire's noninsurance operations and is in line to succeed Buffett as chief executive, and Ajit Jain, who heads the insurance business, will also appear before the crowd, as they have in recent years.But for many attendees, Munger's absence will loom large -- in some cases making them consider the future day when Buffett no longer leads Berkshire.\"It's kind of transitioning to a new era,\" said Jerry Beyke, a senior investment analyst at Scharf Investments who has attended most Berkshire annual meetings since 1983. \"People need to have more familiarity with the next generation that's taking over.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300357984141336,"gmtCreate":1714349004889,"gmtModify":1714349008295,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Tesla upside&nbsp;","listText":"Tesla upside&nbsp;","text":"Tesla upside","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300357984141336","repostId":"1148866329","repostType":4,"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300213731975240,"gmtCreate":1714313882768,"gmtModify":1714313887066,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Tesla upside&nbsp;","listText":"Tesla upside&nbsp;","text":"Tesla upside","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/300213731975240","repostId":"2430208567","repostType":4,"repost":{"id":"2430208567","pubTimestamp":1714301638,"share":"https://www.laohu8.com/m/news/2430208567?lang=&edition=full","pubTime":"2024-04-28 18:53","market":"us","language":"en","title":"For Tesla Stock Investors, There Are Only Three Letters That Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=2430208567","media":"Motley Fool","summary":"Tesla is betting its future on autonomy.","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla reported another round of disappointing results in the first quarter.</p></li><li><p>The stock jumped double digits after hours after Elon Musk talked up the potential in full self-driving (FSD) technology.</p></li><li><p>FSD could unlock a huge revenue stream for Tesla, but the company also faces significant competition.</p></li></ul><p><a href=\"https://laohu8.com/S/TSLA\">Tesla </a> didn&#39;t have a lot of good news to share with investors in its first-quarter earnings report this week.</p><p>As the company said in its summary, challenges including the Red Sea conflict, an arson attack at its factory in Berlin, and the ramp-up of its updated Model 3 all added to costs and weighed on performance.</p><p>The company also noted industrywide challenges in electric vehicles (EVs) as EV sales seem to have plateaued in the industry. Tesla already reported a 9% decline in first-quarter deliveries and Q1 revenue was also down 9% to $21.3 billion, missing the consensus at $22.15 billion. Automotive revenue was down even more sharply, falling 13% to $17.4 billion, a function of price cuts in both the industry and at Tesla.</p><p>Those price cuts led to a sharp decline in operating margin from 11.4% to 5.5% and adjusted earnings per share slipped from $0.85 to $0.45, below analyst estimates at $0.51.</p><p>Despite the weak results, Tesla stock soared after hours, closing the extra session up 13.3%. CEO Elon Musk pulled off a familiar sleight of hand, focusing investor attention on future products rather than current struggles. His pitch was enough to reinvigorate the stock price.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6e1f183d2da6094a52c83e265bc1f2be\" tg-width=\"700\" tg-height=\"466\"/></p><p>Image source: Tesla.</p><h2 id=\"id_1614427244\">&#34;We should be thought of as an AI or robotics company&#34;</h2><p>Much of the earnings call focused on the company&#39;s goal of achieving vehicle autonomy, or full self-driving, FSD for short.</p><p>Musk essentially staked the company&#39;s future on FSD, saying, &#34;If somebody doesn&#39;t believe Tesla is going to solve autonomy, I think they should not be an investor in the company.&#34; He also envisions a future where FSD allows Tesla owners to lease out their cars, adding value to them, driving demand, and building a whole new business for Tesla as it operates its own autonomous ride-sharing network.</p><p>In fact, Musk&#39;s comment above about the company deserving of being valued as an artificial intelligence (AI) company rather than an automaker shows he sees a future beyond just EVs, and it&#39;s clear why he said that.</p><p>Even after Tesla stock has tumbled this year, it still trades at a substantial premium to other conventional auto stocks like <strong>General Motors</strong>, <strong>Ford Motor Company</strong>, and <strong>Toyota. </strong>Part of that premium owes to Tesla&#39;s status as a pure-play EV maker as EVs are seen as the future of the industry. However, with EV sales growth now stalling and price competition weighing on margins, the EV growth story seems to have been dialed down substantially. Tesla acknowledged that its vehicle volume growth rate &#34;may be notably lower&#34; than in 2023.</p><p>Given those challenges, a greater portion of Tesla stock&#39;s premium may now stem from its potential in AI and full self-driving.</p><h2 id=\"id_2867817800\">All eyes on FSD</h2><p>As Musk sees it, Tesla is in pole position in the autonomous vehicle race because it has more than 5 million cars on the road. The company can virtually flip a switch to enable them for full self-driving when the technology is ready. Musk promised: &#34;It&#39;s only a matter of time before we exceed the reliability of humans in not much time with that. And we&#39;re really headed for an electric vehicle and autonomous future.&#34;</p><p>The opportunity in autonomous vehicles is likely massive, but it&#39;s a mistake to assume that Tesla will have this market to itself. <strong>Alphabet</strong>&#39;s Waymo has racked up millions of rider-only miles in the cities where it&#39;s offering autonomous ride-sharing, which now include Phoenix, San Francisco, and Los Angeles.</p><p>Other automakers like GM and Ford have their own self-driving technology, and plenty of tech companies are also involved in the AV race, like <strong>Amazon</strong>&#39;s Zoox and <strong>Intel</strong>&#39;s Mobileye.</p><p>Outside of Musk&#39;s own conjecture, there&#39;s little evidence that Tesla is leading the FSD race. For example, last year <em>Consumer Reports </em>ranked Ford&#39;s BlueCruise AV technology ahead of Tesla&#39;s. In fact, the renowned product-testing service said GM, <strong>Mercedes-Benz</strong>, <strong>BMW</strong>, Toyota, and <strong>Volkswagen</strong> all topped Tesla in self-driving technology.</p><p>That doesn&#39;t mean Tesla&#39;s technology isn&#39;t on the verge of a significant breakthrough, but investors should take Musk&#39;s words with a grain of salt.</p><p>The Tesla CEO is mercurial, and he&#39;s prone to hyperbole. While he&#39;s clearly a visionary leader and deserves more credit than anyone for taking EVs mainstream, he&#39;s also overpromised on a number of occasions.</p><p>If FSD evolves the way Musk envisions it, it would certainly be a game changer for the company, but investors should be aware that a considerable premium is already priced into Tesla stock. As Musk said himself, at this point, investing in Tesla stock seems to be more of a wager on Tesla&#39;s potential in full self-driving than anything else, and that can swing both ways.</p></body></html>","source":"fool_stock","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>For Tesla Stock Investors, There Are Only Three Letters That Matter</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\">\nFor Tesla Stock Investors, There Are Only Three Letters That Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-28 18:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/04/27/for-tesla-stock-investors-there-are-only-three-let/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla reported another round of disappointing results in the first quarter.The stock jumped double digits after hours after Elon Musk talked up the potential in full self-driving (FSD) technology.FSD ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/04/27/for-tesla-stock-investors-there-are-only-three-let/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","TSLA":"特斯拉","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4550":"红杉资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4588":"碎股","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4574":"无人驾驶","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4551":"寇图资本持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","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","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4592":"伊斯兰概念","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4585":"ETF&股票定投概念"},"source_url":"https://www.fool.com/investing/2024/04/27/for-tesla-stock-investors-there-are-only-three-let/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2430208567","content_text":"Tesla reported another round of disappointing results in the first quarter.The stock jumped double digits after hours after Elon Musk talked up the potential in full self-driving (FSD) technology.FSD could unlock a huge revenue stream for Tesla, but the company also faces significant competition.Tesla  didn't have a lot of good news to share with investors in its first-quarter earnings report this week.As the company said in its summary, challenges including the Red Sea conflict, an arson attack at its factory in Berlin, and the ramp-up of its updated Model 3 all added to costs and weighed on performance.The company also noted industrywide challenges in electric vehicles (EVs) as EV sales seem to have plateaued in the industry. Tesla already reported a 9% decline in first-quarter deliveries and Q1 revenue was also down 9% to $21.3 billion, missing the consensus at $22.15 billion. Automotive revenue was down even more sharply, falling 13% to $17.4 billion, a function of price cuts in both the industry and at Tesla.Those price cuts led to a sharp decline in operating margin from 11.4% to 5.5% and adjusted earnings per share slipped from $0.85 to $0.45, below analyst estimates at $0.51.Despite the weak results, Tesla stock soared after hours, closing the extra session up 13.3%. CEO Elon Musk pulled off a familiar sleight of hand, focusing investor attention on future products rather than current struggles. His pitch was enough to reinvigorate the stock price.Image source: Tesla.\"We should be thought of as an AI or robotics company\"Much of the earnings call focused on the company's goal of achieving vehicle autonomy, or full self-driving, FSD for short.Musk essentially staked the company's future on FSD, saying, \"If somebody doesn't believe Tesla is going to solve autonomy, I think they should not be an investor in the company.\" He also envisions a future where FSD allows Tesla owners to lease out their cars, adding value to them, driving demand, and building a whole new business for Tesla as it operates its own autonomous ride-sharing network.In fact, Musk's comment above about the company deserving of being valued as an artificial intelligence (AI) company rather than an automaker shows he sees a future beyond just EVs, and it's clear why he said that.Even after Tesla stock has tumbled this year, it still trades at a substantial premium to other conventional auto stocks like General Motors, Ford Motor Company, and Toyota. Part of that premium owes to Tesla's status as a pure-play EV maker as EVs are seen as the future of the industry. However, with EV sales growth now stalling and price competition weighing on margins, the EV growth story seems to have been dialed down substantially. Tesla acknowledged that its vehicle volume growth rate \"may be notably lower\" than in 2023.Given those challenges, a greater portion of Tesla stock's premium may now stem from its potential in AI and full self-driving.All eyes on FSDAs Musk sees it, Tesla is in pole position in the autonomous vehicle race because it has more than 5 million cars on the road. The company can virtually flip a switch to enable them for full self-driving when the technology is ready. Musk promised: \"It's only a matter of time before we exceed the reliability of humans in not much time with that. And we're really headed for an electric vehicle and autonomous future.\"The opportunity in autonomous vehicles is likely massive, but it's a mistake to assume that Tesla will have this market to itself. Alphabet's Waymo has racked up millions of rider-only miles in the cities where it's offering autonomous ride-sharing, which now include Phoenix, San Francisco, and Los Angeles.Other automakers like GM and Ford have their own self-driving technology, and plenty of tech companies are also involved in the AV race, like Amazon's Zoox and Intel's Mobileye.Outside of Musk's own conjecture, there's little evidence that Tesla is leading the FSD race. For example, last year Consumer Reports ranked Ford's BlueCruise AV technology ahead of Tesla's. In fact, the renowned product-testing service said GM, Mercedes-Benz, BMW, Toyota, and Volkswagen all topped Tesla in self-driving technology.That doesn't mean Tesla's technology isn't on the verge of a significant breakthrough, but investors should take Musk's words with a grain of salt.The Tesla CEO is mercurial, and he's prone to hyperbole. While he's clearly a visionary leader and deserves more credit than anyone for taking EVs mainstream, he's also overpromised on a number of occasions.If FSD evolves the way Musk envisions it, it would certainly be a game changer for the company, but investors should be aware that a considerable premium is already priced into Tesla stock. As Musk said himself, at this point, investing in Tesla stock seems to be more of a wager on Tesla's potential in full self-driving than anything else, and that can swing both ways.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4122115586719872","authorId":"4122115586719872","name":"Richardyeo","avatar":"https://community-static.tradeup.com/news/c2752678a950a7f2608987390fc90714","crmLevel":9,"crmLevelSwitch":1},"content":"The worst is over for 1st Quarter…now is the beginning of Tesla healing proceed….looking to buy and keep for Aug report. Closing pre market price of $168.91 consider resonable. There’s more upside and to consider. ☝️","text":"The worst is over for 1st Quarter…now is the beginning of Tesla healing proceed….looking to buy and keep for Aug report. Closing pre market price of $168.91 consider resonable. There’s more upside and to consider. ☝️","html":"The worst is over for 1st Quarter…now is the beginning of Tesla healing proceed….looking to buy and keep for Aug report. Closing pre market price of $168.91 consider resonable. There’s more upside and to consider. ☝️"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299284271673416,"gmtCreate":1714093575577,"gmtModify":1714093580048,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Good magnificent 7 more into passive dividend upside for $","listText":"Good magnificent 7 more into passive dividend upside for $","text":"Good magnificent 7 more into passive dividend upside for $","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299284271673416","repostId":"2430389269","repostType":4,"repost":{"id":"2430389269","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":1714088340,"share":"https://www.laohu8.com/m/news/2430389269?lang=&edition=full","pubTime":"2024-04-26 07:39","market":"sg","language":"en","title":"As Alphabet Follows Meta With a Dividend, the Pressure Is Now on Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2430389269","media":"Dow Jones","summary":"Dividends are a sign of maturing companies, but may also be a diversion for investors amid hefty capital spending. Alphabet Inc.'s surprise issuance of its first dividend is now putting the pressure on Amazon.com Inc. to follow suit, as it is now the last of the Big Tech companies that does not pay its shareholders a dividend.Wall Street, of course, was pleased by the news late Thursday, which was buried on the second page of Alphabet's   first-quarter earnings, which were also better than expected. Alphabet said it will begin paying a 20 cents-a-share dividend starting in June.Alphabet is following the example set by Meta Platforms Inc. , which stunned Wall Street in February in its fourth-quarter earnings when it said it would begin paying a dividend. Many investors started to wonder if Alphabet or Amazon would be next among the Big Tech giants to follow their lead.In after-hours trading, Alphabet shares soared about 12%, a gain of roughly $237 billion in market cap. If those gains h","content":"<html><head></head><body><p>Dividends are a sign of maturing companies, but may also be a diversion for investors amid hefty capital spending.</p><p>Alphabet Inc.&#39;s surprise issuance of its first dividend is now putting the pressure on Amazon.com Inc. to follow suit, as it is now the last of the Big Tech companies that does not pay its shareholders a dividend.</p><p>Wall Street, of course, was pleased by the news late Thursday, which was buried on the second page of Alphabet&#39;s first-quarter earnings, which were also better than expected. Alphabet said it will begin paying a 20 cents-a-share dividend starting in June.</p><p>Alphabet is following the example set by <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., which stunned Wall Street in February in its fourth-quarter earnings when it said it would begin paying a dividend. Many investors started to wonder if Alphabet or Amazon would be next among the Big Tech giants to follow their lead.</p><p>In most cases, the beginning of a dividend is a sign of a maturing company that has reached middle age, and its big growth days are over. But both Facebook parent Meta and Google parent Alphabet are currently on a strong growth trajectory in both of their businesses, much of which comes from internet ads. But both are also increasing their capital spending to build up more AI infrastructure in terms of data centers, hardware and software.</p><p>Alphabet said it spent $12 billion in capital expenditures in the first quarter. In the first two quarters of 2023 it did not give numbers for its capital spending and in third quarter, it spent $8 billion. In the fourth quarter of 2023 it spent $11 billion, &#34;overwhelmingly&#34; on technical infrastructure. Alphabet Chief Financial Officer Ruth Porat said Thursday that capital spending throughout the year will &#34;be roughly at or above the Q1 level.&#34;</p><p>It&#39;s entirely feasible that both Meta and Alphabet have decided to pay a dividend and boost their stock buyback plans as an investor diversion while they both continue to spend, spend, spend on AI build-up. In the case of Alphabet, especially, which has been seen as behind in AI by many on Wall Street, the company spent time on its conference call talking about the advances it has made with Gemini, the generative-AI chatbot it launched in 2023.</p><p>While Meta was able to cite some examples of how AI is boosting its ad performance, Alphabet Chief Executive Sundar Pichai touted Gemini&#39;s improvements as not costing as much as previously expected, and its improved latency. Making money from Gemini, he said, &#34;will play out over time, but I feel we are well-positioned.&#34;</p><p>In after-hours trading, Alphabet shares soared about 12%, a gain of roughly $237 billion in market cap. If those gains hold through Friday, it would be the second-largest one-day market-cap gain ever for a U.S. company, and Alphabet would become the fourth U.S. company to reach $2 trillion in market cap, following Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>.</p><p>Executives at e-commerce giant Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> are probably watching the scenario, and may be getting pressure from their investors clamoring for a dividend too. While Microsoft is its biggest rival in cloud services, Alphabet said its cloud-services business, combined with YouTube, will reach $100 billion in revenue at the end of the year.</p><p>Whether or not Amazon will succumb is the big question. Once you commit to a dividend, it is for the long run, and it is hard for companies to end those quarterly payments, no matter how small they may seem. The pressure is on.</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>As Alphabet Follows Meta With a Dividend, the Pressure Is Now on Amazon</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\">\nAs Alphabet Follows Meta With a Dividend, the Pressure Is Now on Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-26 07:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dividends are a sign of maturing companies, but may also be a diversion for investors amid hefty capital spending.</p><p>Alphabet Inc.&#39;s surprise issuance of its first dividend is now putting the pressure on Amazon.com Inc. to follow suit, as it is now the last of the Big Tech companies that does not pay its shareholders a dividend.</p><p>Wall Street, of course, was pleased by the news late Thursday, which was buried on the second page of Alphabet&#39;s first-quarter earnings, which were also better than expected. Alphabet said it will begin paying a 20 cents-a-share dividend starting in June.</p><p>Alphabet is following the example set by <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., which stunned Wall Street in February in its fourth-quarter earnings when it said it would begin paying a dividend. Many investors started to wonder if Alphabet or Amazon would be next among the Big Tech giants to follow their lead.</p><p>In most cases, the beginning of a dividend is a sign of a maturing company that has reached middle age, and its big growth days are over. But both Facebook parent Meta and Google parent Alphabet are currently on a strong growth trajectory in both of their businesses, much of which comes from internet ads. But both are also increasing their capital spending to build up more AI infrastructure in terms of data centers, hardware and software.</p><p>Alphabet said it spent $12 billion in capital expenditures in the first quarter. In the first two quarters of 2023 it did not give numbers for its capital spending and in third quarter, it spent $8 billion. In the fourth quarter of 2023 it spent $11 billion, &#34;overwhelmingly&#34; on technical infrastructure. Alphabet Chief Financial Officer Ruth Porat said Thursday that capital spending throughout the year will &#34;be roughly at or above the Q1 level.&#34;</p><p>It&#39;s entirely feasible that both Meta and Alphabet have decided to pay a dividend and boost their stock buyback plans as an investor diversion while they both continue to spend, spend, spend on AI build-up. In the case of Alphabet, especially, which has been seen as behind in AI by many on Wall Street, the company spent time on its conference call talking about the advances it has made with Gemini, the generative-AI chatbot it launched in 2023.</p><p>While Meta was able to cite some examples of how AI is boosting its ad performance, Alphabet Chief Executive Sundar Pichai touted Gemini&#39;s improvements as not costing as much as previously expected, and its improved latency. Making money from Gemini, he said, &#34;will play out over time, but I feel we are well-positioned.&#34;</p><p>In after-hours trading, Alphabet shares soared about 12%, a gain of roughly $237 billion in market cap. If those gains hold through Friday, it would be the second-largest one-day market-cap gain ever for a U.S. company, and Alphabet would become the fourth U.S. company to reach $2 trillion in market cap, following Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>.</p><p>Executives at e-commerce giant Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> are probably watching the scenario, and may be getting pressure from their investors clamoring for a dividend too. While Microsoft is its biggest rival in cloud services, Alphabet said its cloud-services business, combined with YouTube, will reach $100 billion in revenue at the end of the year.</p><p>Whether or not Amazon will succumb is the big question. Once you commit to a dividend, it is for the long run, and it is hard for companies to end those quarterly payments, no matter how small they may seem. The pressure is on.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","BK4097":"系统软件","BK4561":"索罗斯持仓","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4529":"IDC概念","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4528":"SaaS概念","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0056508442.USD":"贝莱德世界科技基金A2","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4567":"ESG概念","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","NVDA":"英伟达","LU0171293334.USD":"贝莱德英国基金A2","BK4585":"ETF&股票定投概念","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4507":"流媒体概念","LU0109392836.USD":"富兰克林科技股A","BK4566":"资本集团","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","MSFT":"微软","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","GOOGL":"谷歌A","AMZN":"亚马逊","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","GOOG":"谷歌","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4559":"巴菲特持仓","LU0861579265.USD":"联博低波幅策略股票基金A","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","META":"Meta Platforms","LU0444971666.USD":"天利全球科技基金","BK4550":"红杉资本持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4141":"半导体产品","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4551":"寇图资本持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2430389269","content_text":"Dividends are a sign of maturing companies, but may also be a diversion for investors amid hefty capital spending.Alphabet Inc.'s surprise issuance of its first dividend is now putting the pressure on Amazon.com Inc. to follow suit, as it is now the last of the Big Tech companies that does not pay its shareholders a dividend.Wall Street, of course, was pleased by the news late Thursday, which was buried on the second page of Alphabet's first-quarter earnings, which were also better than expected. Alphabet said it will begin paying a 20 cents-a-share dividend starting in June.Alphabet is following the example set by Meta Platforms Inc., which stunned Wall Street in February in its fourth-quarter earnings when it said it would begin paying a dividend. Many investors started to wonder if Alphabet or Amazon would be next among the Big Tech giants to follow their lead.In most cases, the beginning of a dividend is a sign of a maturing company that has reached middle age, and its big growth days are over. But both Facebook parent Meta and Google parent Alphabet are currently on a strong growth trajectory in both of their businesses, much of which comes from internet ads. But both are also increasing their capital spending to build up more AI infrastructure in terms of data centers, hardware and software.Alphabet said it spent $12 billion in capital expenditures in the first quarter. In the first two quarters of 2023 it did not give numbers for its capital spending and in third quarter, it spent $8 billion. In the fourth quarter of 2023 it spent $11 billion, \"overwhelmingly\" on technical infrastructure. Alphabet Chief Financial Officer Ruth Porat said Thursday that capital spending throughout the year will \"be roughly at or above the Q1 level.\"It's entirely feasible that both Meta and Alphabet have decided to pay a dividend and boost their stock buyback plans as an investor diversion while they both continue to spend, spend, spend on AI build-up. In the case of Alphabet, especially, which has been seen as behind in AI by many on Wall Street, the company spent time on its conference call talking about the advances it has made with Gemini, the generative-AI chatbot it launched in 2023.While Meta was able to cite some examples of how AI is boosting its ad performance, Alphabet Chief Executive Sundar Pichai touted Gemini's improvements as not costing as much as previously expected, and its improved latency. Making money from Gemini, he said, \"will play out over time, but I feel we are well-positioned.\"In after-hours trading, Alphabet shares soared about 12%, a gain of roughly $237 billion in market cap. If those gains hold through Friday, it would be the second-largest one-day market-cap gain ever for a U.S. company, and Alphabet would become the fourth U.S. company to reach $2 trillion in market cap, following Apple Inc. $(AAPL)$, Microsoft Corp. $(MSFT)$ and Nvidia Corp. $(NVDA)$.Executives at e-commerce giant Amazon $(AMZN)$ are probably watching the scenario, and may be getting pressure from their investors clamoring for a dividend too. While Microsoft is its biggest rival in cloud services, Alphabet said its cloud-services business, combined with YouTube, will reach $100 billion in revenue at the end of the year.Whether or not Amazon will succumb is the big question. Once you commit to a dividend, it is for the long run, and it is hard for companies to end those quarterly payments, no matter how small they may seem. The pressure is on.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299115511423216,"gmtCreate":1714052476190,"gmtModify":1714052479649,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Traders investors trim profits&nbsp;","listText":"Traders investors trim profits&nbsp;","text":"Traders investors trim profits","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299115511423216","repostId":"1118637849","repostType":2,"repost":{"id":"1118637849","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":1714052318,"share":"https://www.laohu8.com/m/news/1118637849?lang=&edition=full","pubTime":"2024-04-25 21:38","market":"us","language":"en","title":"Big Tech Stocks Sink With Meta Down 15%","url":"https://stock-news.laohu8.com/highlight/detail?id=1118637849","media":"Tiger Newspress","summary":"Big Tech Stocks in morning trading. Meta fell 15%; Alphabet, Microsoft and Amazon fell about 5%; while Apple rose 0.6%.","content":"<html><head></head><body><p>Big Tech Stocks in morning trading. Meta fell 15%; Alphabet, Microsoft and Amazon fell about 5%; while Apple rose 0.6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b8ad764e5284481858ca85c6c2c4b933\" title=\"\" tg-width=\"401\" tg-height=\"599\"/></p><p>Earnings reports are expected after the closing bell Thursday from Microsoft and Alphabet .</p><p>Microsoft is forecast by analysts to report fiscal third-quarter earnings of $2.82 a share on revenue of $60.9 billion. The focus for investors in Microsoft’s report likely will be on the cloud and the company’s push to make money from artificial intelligence. </p><p>Google parent Alphabet, meanwhile, is expected by Wall Street to report first-quarter earnings of $1.51 a share on revenue of $78.7 billion, up 13% from a year earlier.</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>Big Tech Stocks Sink With Meta Down 15%</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\">\nBig Tech Stocks Sink With Meta Down 15%\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\">2024-04-25 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Big Tech Stocks in morning trading. Meta fell 15%; Alphabet, Microsoft and Amazon fell about 5%; while Apple rose 0.6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b8ad764e5284481858ca85c6c2c4b933\" title=\"\" tg-width=\"401\" tg-height=\"599\"/></p><p>Earnings reports are expected after the closing bell Thursday from Microsoft and Alphabet .</p><p>Microsoft is forecast by analysts to report fiscal third-quarter earnings of $2.82 a share on revenue of $60.9 billion. The focus for investors in Microsoft’s report likely will be on the cloud and the company’s push to make money from artificial intelligence. </p><p>Google parent Alphabet, meanwhile, is expected by Wall Street to report first-quarter earnings of $1.51 a share on revenue of $78.7 billion, up 13% from a year earlier.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118637849","content_text":"Big Tech Stocks in morning trading. Meta fell 15%; Alphabet, Microsoft and Amazon fell about 5%; while Apple rose 0.6%.Earnings reports are expected after the closing bell Thursday from Microsoft and Alphabet .Microsoft is forecast by analysts to report fiscal third-quarter earnings of $2.82 a share on revenue of $60.9 billion. The focus for investors in Microsoft’s report likely will be on the cloud and the company’s push to make money from artificial intelligence. Google parent Alphabet, meanwhile, is expected by Wall Street to report first-quarter earnings of $1.51 a share on revenue of $78.7 billion, up 13% from a year earlier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299104524591440,"gmtCreate":1714049795059,"gmtModify":1714049798803,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Meta ai higher expenses but still upside as leading edge&nbsp;","listText":"Meta ai higher expenses but still upside as leading edge&nbsp;","text":"Meta ai higher expenses but still upside as leading edge","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299104524591440","repostId":"1153968941","repostType":4,"repost":{"id":"1153968941","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":1714046400,"share":"https://www.laohu8.com/m/news/1153968941?lang=&edition=full","pubTime":"2024-04-25 20:00","market":"us","language":"en","title":"Pre-Bell｜Nasdaq Futures Drop 1%; Meta Tumbles 15%; Alphabet Sinks 3%; Microsoft Slides 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1153968941","media":"Tiger Newspress","summary":"U.S. stock index futures slipped on Thursday as shares of most megacap growth stocks took a beating after dour quarterly results from Meta Platforms, ahead of more economic data in the week that could","content":"<html><head></head><body><p>U.S. stock index futures slipped on Thursday as shares of most megacap growth stocks took a beating after dour quarterly results from Meta Platforms, ahead of more economic data in the week that could influence the Federal Reserve&#39;s monetary policy.</p><h2 id=\"id_727646980\">Market Snapshot</h2><p>At 7:50 a.m. ET, Dow e-minis were down 208 points, or 0.54%, S&amp;P 500 e-minis were down 31.25 points, or 0.61%, and Nasdaq 100 e-minis were down 168.25 points, or 0.95%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4b028a3830a52f9b856f926d11a3654b\" tg-width=\"397\" tg-height=\"204\"/></p><h2 id=\"id_4262469929\">Pre-Market Movers</h2><p><strong>Meta (META)</strong> - Meta Platforms reported first-quarter earnings and revenue that topped expectations but guidance that missed forecasts, sending shares of the parent of Facebook and Instagram down 14.8%. Meta said it sees second-quarter revenue of between $36.5 billion and $39 billion; the midpoint of the range was just shy of consensus of $38.2 billion. Meta projected capital expenditures of between $35 billion and $40 billion this year, above its previous range of $30 billion to $37 billion, on higher artificial-intelligence-related spending.</p><p><strong>IBM (IBM)</strong> - International Business Machines (IBM) reached a deal to buy the cloud-software company  HashiCorp  for $35 a share in cash, or about $6.4 billion. It also reported first-quarter revenue of $14.47 billion, up 1% or 3% adjusted for currency, but just below Wall Street estimates of $14.53 billion. Adjusted earnings were $1.68 a share, higher than consensus of $1.60. Free cash flow at IBM was $1.9 billion, up $600 million from the year-earlier. IBM shares were down 8.6% in premarket trading. HashiCorp jumped 4.4% to $32.78.</p><p><strong>Southwest Airlines (LUV)</strong> - Southwest Airlines declined 8.1% as the carrier reported a wider-than-expected loss and said it now expects to receive just 20 Boeing 737 MAX planes in 2024, down from a previous forecast of 46 jets and its initial estimate of 85.</p><p><strong>American Airlines (AAL)</strong> - American Airlines rose 5.4%. The airline reported a wider-than-expected loss in the first quarter but issued second-quarter guidance that topped forecasts.</p><p><strong>Caterpillar (CAT)</strong> - Caterpillar was declining 4% after first-quarter revenue missed estimates on lower sales volumes. Operating profit margins improved to 22.2% in the first quarter from 21.1% a year earlier.</p><p><strong>Merck (MRK)</strong> - Shares of Merck were up 2.1% after the drug maker reported first-quarter earnings that beat analysts’ expectations and raised its full-year sales and profit outlook. Cancer drug Keytruda saw sales increase 20% to $6.9 billion.</p><p><strong>Royal Caribbean (RCL)</strong> - Royal Caribbean jumped 4.1% after the cruise operator beat first-quarter earnings expectations and hiked its full-year profit guidance.</p><p><strong>Ford (F)</strong> - Ford Motor‘s first-quarter adjusted earnings of 49 cents a share beat analysts’ estimates and shares of the auto maker were rising 1.8%. Ford reported an operating profit in the period of $2.8 billion on sales of $42.8 billion, while Wall Street was anticipating operating profit of $2.5 billion on sales of $42.9 billion.</p><p><strong>Impinj (PI)</strong> - Impinj surged 10% after the internet-of-things chip company posted first-quarter adjusted earnings and revenue that beat Wall Street estimates and said it expects second-quarter revenue of between $96 million and $99 million, higher than estimates of $79 million.</p><p>Earnings reports are expected after the closing bell Thursday from Microsoft, Alphabet, T-Mobile, Intel, and Snap.</p><p><strong>Microsoft (MSFT)</strong> - Microsoft is forecast by analysts to report fiscal third-quarter earnings of $2.82 a share on revenue of $60.9 billion. The focus for investors in Microsoft’s report likely will be on the cloud and the company’s push to make money from artificial intelligence. The stock was falling 2% ahead of its report scheduled for after the close of trading Thursday.</p><p><strong>Alphabet (GOOGL)</strong> - Google parent Alphabet, meanwhile, is expected by Wall Street to report first-quarter earnings of $1.51 a share on revenue of $78.7 billion, up 13% from a year earlier. Alphabet shares were down 2.8% in premarket trading.</p><h2 id=\"id_1288056626\">Market News</h2><h3 id=\"id_2888167485\">Meta Shares Sink on Higher AI Spending, Light Revenue Forecast</h3><p>Meta Platforms disappointed investors on Wednesday with forecasts of higher expenses and lighter-than-expected revenue, knocking nearly $200 billion off its stock market value and raising fears the surging cost of AI is outpacing its benefits.</p><p>Meta said it expects April-June revenue in the range of $36.5 billion-$39 billion, with a midpoint of $37.8 billion, compared with analysts&#39; estimates of $38.3 billion, according to LSEG data.</p><p>The company raised its forecast for expenses this year to support investments in new AI products and the computing infrastructure needed to support them, adding that it expected spending would continue to increase next year.</p><p>It raised its 2024 total expense forecast to $96 billion-$99 billion, from $94 billion-$99 billion. It also expects 2024 capital expenditure to fall within a range of $30 billion-$40 billion, up from its earlier forecast of $35 billion-$37 billion, it said.</p><h3 id=\"id_754457723\">Biden Signs TikTok &#34;Ban&#34; Bill Into Law, Starting the Clock for ByteDance to Divest It</h3><p>President Joe Biden signed a foreign aid package that includes a bill that would ban TikTok if China-based parent company ByteDance fails to divest the app within a year.</p><p>The divest-or-ban bill is now law, starting the clock for ByteDance to make its move. The company has an initial nine months to sort out a deal, though the president could extend that another three months if he sees progress.</p><p>TikTok spokesperson Alex Haurek said in a statement that the company plans to challenge the law in the courts, which could ultimately extend the timeline should the courts delay enforcement pending a resolution. There also remains the question of how China will respond and whether it would let ByteDance sell TikTok and, most importantly, its coveted algorithm that keeps users coming back to the app.</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>Pre-Bell｜Nasdaq Futures Drop 1%; Meta Tumbles 15%; Alphabet Sinks 3%; Microsoft Slides 2%</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\">\nPre-Bell｜Nasdaq Futures Drop 1%; Meta Tumbles 15%; Alphabet Sinks 3%; Microsoft Slides 2%\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\">2024-04-25 20:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures slipped on Thursday as shares of most megacap growth stocks took a beating after dour quarterly results from Meta Platforms, ahead of more economic data in the week that could influence the Federal Reserve&#39;s monetary policy.</p><h2 id=\"id_727646980\">Market Snapshot</h2><p>At 7:50 a.m. ET, Dow e-minis were down 208 points, or 0.54%, S&amp;P 500 e-minis were down 31.25 points, or 0.61%, and Nasdaq 100 e-minis were down 168.25 points, or 0.95%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4b028a3830a52f9b856f926d11a3654b\" tg-width=\"397\" tg-height=\"204\"/></p><h2 id=\"id_4262469929\">Pre-Market Movers</h2><p><strong>Meta (META)</strong> - Meta Platforms reported first-quarter earnings and revenue that topped expectations but guidance that missed forecasts, sending shares of the parent of Facebook and Instagram down 14.8%. Meta said it sees second-quarter revenue of between $36.5 billion and $39 billion; the midpoint of the range was just shy of consensus of $38.2 billion. Meta projected capital expenditures of between $35 billion and $40 billion this year, above its previous range of $30 billion to $37 billion, on higher artificial-intelligence-related spending.</p><p><strong>IBM (IBM)</strong> - International Business Machines (IBM) reached a deal to buy the cloud-software company  HashiCorp  for $35 a share in cash, or about $6.4 billion. It also reported first-quarter revenue of $14.47 billion, up 1% or 3% adjusted for currency, but just below Wall Street estimates of $14.53 billion. Adjusted earnings were $1.68 a share, higher than consensus of $1.60. Free cash flow at IBM was $1.9 billion, up $600 million from the year-earlier. IBM shares were down 8.6% in premarket trading. HashiCorp jumped 4.4% to $32.78.</p><p><strong>Southwest Airlines (LUV)</strong> - Southwest Airlines declined 8.1% as the carrier reported a wider-than-expected loss and said it now expects to receive just 20 Boeing 737 MAX planes in 2024, down from a previous forecast of 46 jets and its initial estimate of 85.</p><p><strong>American Airlines (AAL)</strong> - American Airlines rose 5.4%. The airline reported a wider-than-expected loss in the first quarter but issued second-quarter guidance that topped forecasts.</p><p><strong>Caterpillar (CAT)</strong> - Caterpillar was declining 4% after first-quarter revenue missed estimates on lower sales volumes. Operating profit margins improved to 22.2% in the first quarter from 21.1% a year earlier.</p><p><strong>Merck (MRK)</strong> - Shares of Merck were up 2.1% after the drug maker reported first-quarter earnings that beat analysts’ expectations and raised its full-year sales and profit outlook. Cancer drug Keytruda saw sales increase 20% to $6.9 billion.</p><p><strong>Royal Caribbean (RCL)</strong> - Royal Caribbean jumped 4.1% after the cruise operator beat first-quarter earnings expectations and hiked its full-year profit guidance.</p><p><strong>Ford (F)</strong> - Ford Motor‘s first-quarter adjusted earnings of 49 cents a share beat analysts’ estimates and shares of the auto maker were rising 1.8%. Ford reported an operating profit in the period of $2.8 billion on sales of $42.8 billion, while Wall Street was anticipating operating profit of $2.5 billion on sales of $42.9 billion.</p><p><strong>Impinj (PI)</strong> - Impinj surged 10% after the internet-of-things chip company posted first-quarter adjusted earnings and revenue that beat Wall Street estimates and said it expects second-quarter revenue of between $96 million and $99 million, higher than estimates of $79 million.</p><p>Earnings reports are expected after the closing bell Thursday from Microsoft, Alphabet, T-Mobile, Intel, and Snap.</p><p><strong>Microsoft (MSFT)</strong> - Microsoft is forecast by analysts to report fiscal third-quarter earnings of $2.82 a share on revenue of $60.9 billion. The focus for investors in Microsoft’s report likely will be on the cloud and the company’s push to make money from artificial intelligence. The stock was falling 2% ahead of its report scheduled for after the close of trading Thursday.</p><p><strong>Alphabet (GOOGL)</strong> - Google parent Alphabet, meanwhile, is expected by Wall Street to report first-quarter earnings of $1.51 a share on revenue of $78.7 billion, up 13% from a year earlier. Alphabet shares were down 2.8% in premarket trading.</p><h2 id=\"id_1288056626\">Market News</h2><h3 id=\"id_2888167485\">Meta Shares Sink on Higher AI Spending, Light Revenue Forecast</h3><p>Meta Platforms disappointed investors on Wednesday with forecasts of higher expenses and lighter-than-expected revenue, knocking nearly $200 billion off its stock market value and raising fears the surging cost of AI is outpacing its benefits.</p><p>Meta said it expects April-June revenue in the range of $36.5 billion-$39 billion, with a midpoint of $37.8 billion, compared with analysts&#39; estimates of $38.3 billion, according to LSEG data.</p><p>The company raised its forecast for expenses this year to support investments in new AI products and the computing infrastructure needed to support them, adding that it expected spending would continue to increase next year.</p><p>It raised its 2024 total expense forecast to $96 billion-$99 billion, from $94 billion-$99 billion. It also expects 2024 capital expenditure to fall within a range of $30 billion-$40 billion, up from its earlier forecast of $35 billion-$37 billion, it said.</p><h3 id=\"id_754457723\">Biden Signs TikTok &#34;Ban&#34; Bill Into Law, Starting the Clock for ByteDance to Divest It</h3><p>President Joe Biden signed a foreign aid package that includes a bill that would ban TikTok if China-based parent company ByteDance fails to divest the app within a year.</p><p>The divest-or-ban bill is now law, starting the clock for ByteDance to make its move. The company has an initial nine months to sort out a deal, though the president could extend that another three months if he sees progress.</p><p>TikTok spokesperson Alex Haurek said in a statement that the company plans to challenge the law in the courts, which could ultimately extend the timeline should the courts delay enforcement pending a resolution. There also remains the question of how China will respond and whether it would let ByteDance sell TikTok and, most importantly, its coveted algorithm that keeps users coming back to the app.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM",".SPX":"S&P 500 Index","META":"Meta Platforms","CAT":"卡特彼勒","GOOG":"谷歌","MRK":"默沙东","AAL":"美国航空","LUV":"西南航空","GOOGL":"谷歌A","F":"福特汽车","RCL":"皇家加勒比邮轮","PI":"Impinj, Inc.","MSFT":"微软",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153968941","content_text":"U.S. stock index futures slipped on Thursday as shares of most megacap growth stocks took a beating after dour quarterly results from Meta Platforms, ahead of more economic data in the week that could influence the Federal Reserve's monetary policy.Market SnapshotAt 7:50 a.m. ET, Dow e-minis were down 208 points, or 0.54%, S&P 500 e-minis were down 31.25 points, or 0.61%, and Nasdaq 100 e-minis were down 168.25 points, or 0.95%.Pre-Market MoversMeta (META) - Meta Platforms reported first-quarter earnings and revenue that topped expectations but guidance that missed forecasts, sending shares of the parent of Facebook and Instagram down 14.8%. Meta said it sees second-quarter revenue of between $36.5 billion and $39 billion; the midpoint of the range was just shy of consensus of $38.2 billion. Meta projected capital expenditures of between $35 billion and $40 billion this year, above its previous range of $30 billion to $37 billion, on higher artificial-intelligence-related spending.IBM (IBM) - International Business Machines (IBM) reached a deal to buy the cloud-software company  HashiCorp  for $35 a share in cash, or about $6.4 billion. It also reported first-quarter revenue of $14.47 billion, up 1% or 3% adjusted for currency, but just below Wall Street estimates of $14.53 billion. Adjusted earnings were $1.68 a share, higher than consensus of $1.60. Free cash flow at IBM was $1.9 billion, up $600 million from the year-earlier. IBM shares were down 8.6% in premarket trading. HashiCorp jumped 4.4% to $32.78.Southwest Airlines (LUV) - Southwest Airlines declined 8.1% as the carrier reported a wider-than-expected loss and said it now expects to receive just 20 Boeing 737 MAX planes in 2024, down from a previous forecast of 46 jets and its initial estimate of 85.American Airlines (AAL) - American Airlines rose 5.4%. The airline reported a wider-than-expected loss in the first quarter but issued second-quarter guidance that topped forecasts.Caterpillar (CAT) - Caterpillar was declining 4% after first-quarter revenue missed estimates on lower sales volumes. Operating profit margins improved to 22.2% in the first quarter from 21.1% a year earlier.Merck (MRK) - Shares of Merck were up 2.1% after the drug maker reported first-quarter earnings that beat analysts’ expectations and raised its full-year sales and profit outlook. Cancer drug Keytruda saw sales increase 20% to $6.9 billion.Royal Caribbean (RCL) - Royal Caribbean jumped 4.1% after the cruise operator beat first-quarter earnings expectations and hiked its full-year profit guidance.Ford (F) - Ford Motor‘s first-quarter adjusted earnings of 49 cents a share beat analysts’ estimates and shares of the auto maker were rising 1.8%. Ford reported an operating profit in the period of $2.8 billion on sales of $42.8 billion, while Wall Street was anticipating operating profit of $2.5 billion on sales of $42.9 billion.Impinj (PI) - Impinj surged 10% after the internet-of-things chip company posted first-quarter adjusted earnings and revenue that beat Wall Street estimates and said it expects second-quarter revenue of between $96 million and $99 million, higher than estimates of $79 million.Earnings reports are expected after the closing bell Thursday from Microsoft, Alphabet, T-Mobile, Intel, and Snap.Microsoft (MSFT) - Microsoft is forecast by analysts to report fiscal third-quarter earnings of $2.82 a share on revenue of $60.9 billion. The focus for investors in Microsoft’s report likely will be on the cloud and the company’s push to make money from artificial intelligence. The stock was falling 2% ahead of its report scheduled for after the close of trading Thursday.Alphabet (GOOGL) - Google parent Alphabet, meanwhile, is expected by Wall Street to report first-quarter earnings of $1.51 a share on revenue of $78.7 billion, up 13% from a year earlier. Alphabet shares were down 2.8% in premarket trading.Market NewsMeta Shares Sink on Higher AI Spending, Light Revenue ForecastMeta Platforms disappointed investors on Wednesday with forecasts of higher expenses and lighter-than-expected revenue, knocking nearly $200 billion off its stock market value and raising fears the surging cost of AI is outpacing its benefits.Meta said it expects April-June revenue in the range of $36.5 billion-$39 billion, with a midpoint of $37.8 billion, compared with analysts' estimates of $38.3 billion, according to LSEG data.The company raised its forecast for expenses this year to support investments in new AI products and the computing infrastructure needed to support them, adding that it expected spending would continue to increase next year.It raised its 2024 total expense forecast to $96 billion-$99 billion, from $94 billion-$99 billion. It also expects 2024 capital expenditure to fall within a range of $30 billion-$40 billion, up from its earlier forecast of $35 billion-$37 billion, it said.Biden Signs TikTok \"Ban\" Bill Into Law, Starting the Clock for ByteDance to Divest ItPresident Joe Biden signed a foreign aid package that includes a bill that would ban TikTok if China-based parent company ByteDance fails to divest the app within a year.The divest-or-ban bill is now law, starting the clock for ByteDance to make its move. The company has an initial nine months to sort out a deal, though the president could extend that another three months if he sees progress.TikTok spokesperson Alex Haurek said in a statement that the company plans to challenge the law in the courts, which could ultimately extend the timeline should the courts delay enforcement pending a resolution. There also remains the question of how China will respond and whether it would let ByteDance sell TikTok and, most importantly, its coveted algorithm that keeps users coming back to the app.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299104198385752,"gmtCreate":1714049709980,"gmtModify":1714049713474,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Deflation trend&nbsp;","listText":"Deflation trend&nbsp;","text":"Deflation trend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299104198385752","repostId":"1123928653","repostType":4,"repost":{"id":"1123928653","pubTimestamp":1714048200,"share":"https://www.laohu8.com/m/news/1123928653?lang=&edition=full","pubTime":"2024-04-25 20:30","market":"us","language":"en","title":"US Economy Slows and Inflation Jumps, Damping Soft-Landing Hopes","url":"https://stock-news.laohu8.com/highlight/detail?id=1123928653","media":"Bloomberg","summary":"US GDP QoQ Advance Actual 1.6% (Forecast 2.5%, Previous 3.4%)","content":"<html><head></head><body><p>US economic growth slid to an almost two-year low last quarter while inflation jumped to uncomfortable levels, interrupting a run of strong demand and muted price pressures that had fueled optimism for a soft landing.</p><p style=\"text-align: start;\">Gross domestic product increased at a 1.6% annualized rate, below all economists’ forecasts, the government’s initial estimate showed. A wider trade deficit subtracted the most from growth since 2022. The economy’s main growth engine — personal spending — rose at a slower-than-forecast 2.5% pace.</p><p style=\"text-align: start;\">A closely watched measure of underlying inflation advanced at a greater-than-expected 3.7% clip, the first quarterly acceleration in a year, the Bureau of Economic Analysis report showed Thursday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b67ce51c619d77b23d5760c7d3930c4\" title=\"\" tg-width=\"945\" tg-height=\"293\"/></p><p style=\"text-align: start;\">The figures represent a notable loss of momentum at the start of 2024 after the economy wrapped up a surprisingly strong year. With the inflation pickup, Federal Reserve policymakers — who were already expected to hold interest rates at a two-decade high when they meet next week — may face renewed pressure to further delay any cuts and even to consider whether borrowing costs are high enough.</p><p>Treasuries slid and stock futures fell, with traders pushing out the expected timing of the Fed’s first interest-rate cut to later this year.</p><p style=\"text-align: start;\">The first-quarter pickup in inflation was fairly broad, including a 5.1% jump in service-sector inflation that excludes housing and energy, nearly double the prior quarter’s pace. March figures on inflation, consumer spending and income are due Friday.</p><p style=\"text-align: start;\">Federal government spending subtracted from GDP for the first time in two years. Business inventories dragged for a second straight quarter.</p><p style=\"text-align: start;\">Stripping out inventories, government spending and trade, inflation-adjusted final sales to private domestic purchasers — a key gauge of underlying demand — rose at a 3.1% rate.</p><p style=\"text-align: start;\">The GDP report showed outlays for services rose by the most since the third quarter of 2021, fueled by health care and financial services. Spending on goods decreased for the first time in more than a year, restrained by motor vehicles and gasoline.</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>US Economy Slows and Inflation Jumps, Damping Soft-Landing Hopes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Economy Slows and Inflation Jumps, Damping Soft-Landing Hopes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-25 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-04-25/us-economy-expands-at-1-6-rate-trailing-all-forecasts><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>US economic growth slid to an almost two-year low last quarter while inflation jumped to uncomfortable levels, interrupting a run of strong demand and muted price pressures that had fueled optimism ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-25/us-economy-expands-at-1-6-rate-trailing-all-forecasts\">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://www.bloomberg.com/news/articles/2024-04-25/us-economy-expands-at-1-6-rate-trailing-all-forecasts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123928653","content_text":"US economic growth slid to an almost two-year low last quarter while inflation jumped to uncomfortable levels, interrupting a run of strong demand and muted price pressures that had fueled optimism for a soft landing.Gross domestic product increased at a 1.6% annualized rate, below all economists’ forecasts, the government’s initial estimate showed. A wider trade deficit subtracted the most from growth since 2022. The economy’s main growth engine — personal spending — rose at a slower-than-forecast 2.5% pace.A closely watched measure of underlying inflation advanced at a greater-than-expected 3.7% clip, the first quarterly acceleration in a year, the Bureau of Economic Analysis report showed Thursday.The figures represent a notable loss of momentum at the start of 2024 after the economy wrapped up a surprisingly strong year. With the inflation pickup, Federal Reserve policymakers — who were already expected to hold interest rates at a two-decade high when they meet next week — may face renewed pressure to further delay any cuts and even to consider whether borrowing costs are high enough.Treasuries slid and stock futures fell, with traders pushing out the expected timing of the Fed’s first interest-rate cut to later this year.The first-quarter pickup in inflation was fairly broad, including a 5.1% jump in service-sector inflation that excludes housing and energy, nearly double the prior quarter’s pace. March figures on inflation, consumer spending and income are due Friday.Federal government spending subtracted from GDP for the first time in two years. Business inventories dragged for a second straight quarter.Stripping out inventories, government spending and trade, inflation-adjusted final sales to private domestic purchasers — a key gauge of underlying demand — rose at a 3.1% rate.The GDP report showed outlays for services rose by the most since the third quarter of 2021, fueled by health care and financial services. Spending on goods decreased for the first time in more than a year, restrained by motor vehicles and gasoline.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298751516708904,"gmtCreate":1713969222153,"gmtModify":1713969225940,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Nvidia ai dip buy for q1 upside earnings may&nbsp;","listText":"Nvidia ai dip buy for q1 upside earnings may&nbsp;","text":"Nvidia ai dip buy for q1 upside earnings may","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298751516708904","repostId":"2429124495","repostType":4,"repost":{"id":"2429124495","pubTimestamp":1713967200,"share":"https://www.laohu8.com/m/news/2429124495?lang=&edition=full","pubTime":"2024-04-24 22:00","market":"us","language":"en","title":"Nvidia: No Reason For An AI Panic","url":"https://stock-news.laohu8.com/highlight/detail?id=2429124495","media":"Seeking Alpha","summary":"Nvidia Corporation slumped 10% last Friday without any negative data points, as the market interpreted AI-related data as negative.TSMC guided to strong 2024 growth rates of over 20% due to AI demand.","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation slumped 10% last Friday without any negative data points, as the market interpreted AI-related data as negative.</p></li><li><p>TSMC guided to strong 2024 growth rates of over 20% due to AI demand.</p></li><li><p>Super Micro Computer&#39;s lack of a guide up for the March quarter does not indicate a sudden drying up of AI demand.</p></li><li><p>The stock is fairly valued at 25x FY26 EPS targets, though investors need to ultimately price in margin compression in the future.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6144f6f01bec9d39bca22c82ac595a7e\" alt=\"BING-JHEN HONG\" title=\"BING-JHEN HONG\" tg-width=\"750\" tg-height=\"500\"/><span>BING-JHEN HONG</span></p><p>The stock market wasn&#39;t in a good mood last week and the AI stocks took a beating. <strong>Nvidia Corporation</strong> (NASDAQ:NVDA) slumped 10% on Friday and over 200 points from the high from last month without even a negative data point. My investment thesis remains Neutral on Nvidia, as the stock got too stretched on the big rally to $974.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/41a9300f8d4f85d15262c821f8fffbc6\" alt=\"Source: Finviz\" title=\"Source: Finviz\" tg-width=\"996\" tg-height=\"442\"/><span>Source: Finviz</span></p><h2 id=\"id_3445114534\">Solid AI Data Points</h2><p>Nvidia collapsed last week due to the stock getting far ahead of the actual results. The AI related data points from last week weren&#39;t negative, though the market made such interpretations.</p><p>The main tidbit was <strong>Taiwan Semiconductor Manufacturing Company Limited</strong> (NYSE:TSM), aka <strong>TSMC </strong>guided to strong 2024 growth rates of over 20% due to strong AI demand. The foundry company did downgrade overall chip demand, but TSMC suggested the issue was traditional server CPU chip demand favoring chip production for Nvidia over foundry chips produced by <strong>Intel</strong> (INTC):</p><p>On the Q4 &#39;23 earnings call, the CEO C.C. Wei made the following statement:</p><blockquote><p>The budget for a hyperscale player, their wallet share shifted from traditional server to AI server is favorable for TSMC. And we are able to capture most of the semiconductor content in an AI server&#39;s area as we define the GPU, networking processor, et cetera. Well, we have a lower presence in those CPU-only, CPU-centric traditional server. So we expect our growth will be very healthy.</p></blockquote><p>The secondary tidbit was <strong>Super Micro Computer</strong> (SMCI) announcing the FQ3 &#39;24 earnings call without the company updating guidance. The stock market interpreted the server and storage solutions company as providing a bad signal for the blow away AI GPU demand via strong guide ups for the last few quarters. The reality is that Super Micro doesn&#39;t have a consistent pattern of guiding up as follows:</p><ul style=\"\"><li><p>FQ3&#39;24–April 19, 2024: No Guidance Update</p></li><li><p>FQ2&#39;24–January 18, 2024: Net Sales $3.6 to $3.65B vs. $2.7 to $2.8B</p></li><li><p>FQ1&#39;24–October 18, 2023: No Guidance Update</p></li><li><p>FQ4&#39;23–July 20, 2023: Net Sales $2.15 to $2.18B vs. $1.7 to $1.9B</p></li><li><p>FQ3&#39;23–April 24, 2023: Net Sales of $1.28B vs. $1.47B.</p></li></ul><p>The odd part about the huge negative reaction to Super Micro announcing the FQ3 &#39;24 earnings call update without a big guide up is that the company had only guided up during 2 of the prior 4 quarters. Revenues tripled from the time of the FQ3 &#39;23 disappointment pre-announcement until the reported FQ2 &#39;24 report. In addition, the server solutions company reported meager results in FQ1 &#39;24 when the company didn&#39;t guide up similar to this quarter.</p><p>Due to seasonality, the March quarter is usually slow for the semiconductor space. The consensus analyst estimates are inline with company guidance for 200% growth at $3.94 billion and analysts forecast a massive step up in the June quarter to sales of $4.88 billion.</p><p>Any investor trying to read negativity into the Super Micro lack of a guide up for the March quarter is over extrapolating far too much. Nvidia, <strong>Advanced Micro Devices</strong> (AMD) and others in the AI chip race have all prescribed to a market with vastly higher demand over the next 5+ years.</p><p>AMD continues to forecast AI chips sales of $400 billion by 2027. The AI training and inference market dominated by Nvidia GPU sales is forecast to reach $600 billion alone by around 2030.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aaa41024ae925cf3476a7dec4f6858de\" alt=\"Source: Beth Kindig/Twitter\" title=\"Source: Beth Kindig/Twitter\" tg-width=\"640\" tg-height=\"693\"/><span>Source: Beth Kindig/Twitter</span></p><p>Nvidia released the new Blackwell GPUs to further the leadership. The Blackwell B200 GPU “superchip” was predicted to offer substantially higher LLM inference workload performance while reducing the energy consumption by up to 25x over the H100 GPU. These new GPUs might cost up to $40K and don&#39;t provide any indication of how AI demand would suddenly dry up.</p><h2 id=\"id_88783120\">Paying The Right Price</h2><p>As my previous research highlighted, Nvidia was already aggressively priced at over $600 with a recommendation for investors to look at an option to exit the position on a further rally. The stock soared to $974 on an irrational appetite for AI investments that is now fading, at least in the short term.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/38059fe2ec41ebb5bf68d23c0ed59bc1\" alt=\"Source: Stone Fox Capital\" title=\"Source: Stone Fox Capital\" tg-width=\"640\" tg-height=\"204\"/><span>Source: Stone Fox Capital</span></p><p>Nvidia is forecast to reach FY25 (2024) sales of $112 billion, with those numbers growing to top $160 billion by FY27. The company is forecast to see sales growth rates to normalize by the end of the fiscal year, with FQ1 &#39;26 sales growth forecast to dip below 30%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a701a40499d0d43a8a7d0cbf324702bc\" alt=\"Source: Seeking Alpha\" title=\"Source: Seeking Alpha\" tg-width=\"640\" tg-height=\"181\"/><span>Source: Seeking Alpha</span></p><p>The AI GPU company last reported results in late February with massive revenues of $22 billion, smashing analyst targets. Nvidia guided to FQ1&#39;25 sales of $24 billion, easily surpassing analyst estimates by $2 billion, though the guide up only amounts to just 10% of revenues now versus the original quarterly estimate smash of $4 billion and over 50% of revenue estimates of only $7 billion.</p><p>Nvidia sales estimates for FY25 are now $20 billion above the estimates from just last quarter. The market might fear the AI boom has come to an end, but the real issue is paying the correct price for the ongoing sales growth, whether the rate of growth slows or not.</p><p>The AI GPU company faces another issue where unsustainable high margins eventually trickle lower. Management guided to FQ1 &#39;25 gross margins of 76.3% to 77.0% with very limited quarterly operating expenses of $2.5 billion. Over time, Nvidia will have to spend more to maintain such a highly profitable business.</p><p>The consensus analyst estimates are for Nvidia generating a FY25 EPS of nearly $25. Investors need to understand a return to more normal gross margins in the 65% range causes the EPS to fall to $21.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6daee05eb65a8ed7994f01af4bea1ba1\" alt=\"Source: Stone Fox Capital\" title=\"Source: Stone Fox Capital\" tg-width=\"640\" tg-height=\"259\"/><span>Source: Stone Fox Capital</span></p><p>The operating expense base below 10% of revenues doesn&#39;t appear sustainable either. Back in FY23 before AI GPU chip sales surged, Nvidia spent nearly $7 billion on opex, amounting to over 25% of revenues.</p><p>Under a similar scenario going forward, Nvidia would spend over $27 billion on opex. The company would watch opex soar by over $17 billion and dampen EPS by nearly $6 per share. Under a scenario where gross margins normalize back at 65% and opex soars to match the higher revenue base, Nvidia watches the EPS dip back to $15.</p><p>Back above $800 now, the stock isn&#39;t aggressively priced at 26x FY26 EPS targets of $30. The company might not face the margin compression issues for another 1 to 2 years, but investors need to understand the negative margin scenario will ultimately play out similar to how Nvidia ran into FY23 gross margins of only 59%.</p><p>My prior research suggested the stock was fairly priced back in the $600 range. The substantially higher revenue base leaves the stock in a similar valuation range here above $800. Nvidia could definitely head higher on insatiable AI GPU demand, but the stock will ultimately face a reckoning of where sales plateau in a few years and margins eventually slip.</p><h2 id=\"id_3290884631\">Takeaway</h2><p>The key investor takeaway is that the AI boom isn&#39;t ending without any data points justifying the bullish thesis forecast for the rest of the decade to just end overnight. The market is taking some profits on Nvidia, and investors shouldn&#39;t be surprised to see the stock slump further during this digestion period.</p><p>Investors would be best served to let Nvidia Corporation stock slip further, with a possible move back down to the $600 range. An investor would face less risk from the inevitable margin pressure scenario, whether this happens in FY25, FY26 or in the future.</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>Nvidia: No Reason For An AI Panic</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\">\nNvidia: No Reason For An AI Panic\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-24 22:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4685395-nvidia-no-reason-for-an-ai-panic><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation slumped 10% last Friday without any negative data points, as the market interpreted AI-related data as negative.TSMC guided to strong 2024 growth rates of over 20% due to AI demand....</p>\n\n<a href=\"https://seekingalpha.com/article/4685395-nvidia-no-reason-for-an-ai-panic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","BK4548":"巴美列捷福持仓","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4529":"IDC概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4591":"室温超导概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0079474960.USD":"联博美国增长基金A","BK4554":"元宇宙及AR概念","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4585":"ETF&股票定投概念","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","BK4534":"瑞士信贷持仓","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","NVDA":"英伟达","BK4587":"ChatGPT概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4535":"淡马锡持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD"},"source_url":"https://seekingalpha.com/article/4685395-nvidia-no-reason-for-an-ai-panic","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2429124495","content_text":"Nvidia Corporation slumped 10% last Friday without any negative data points, as the market interpreted AI-related data as negative.TSMC guided to strong 2024 growth rates of over 20% due to AI demand.Super Micro Computer's lack of a guide up for the March quarter does not indicate a sudden drying up of AI demand.The stock is fairly valued at 25x FY26 EPS targets, though investors need to ultimately price in margin compression in the future.BING-JHEN HONGThe stock market wasn't in a good mood last week and the AI stocks took a beating. Nvidia Corporation (NASDAQ:NVDA) slumped 10% on Friday and over 200 points from the high from last month without even a negative data point. My investment thesis remains Neutral on Nvidia, as the stock got too stretched on the big rally to $974.Source: FinvizSolid AI Data PointsNvidia collapsed last week due to the stock getting far ahead of the actual results. The AI related data points from last week weren't negative, though the market made such interpretations.The main tidbit was Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), aka TSMC guided to strong 2024 growth rates of over 20% due to strong AI demand. The foundry company did downgrade overall chip demand, but TSMC suggested the issue was traditional server CPU chip demand favoring chip production for Nvidia over foundry chips produced by Intel (INTC):On the Q4 '23 earnings call, the CEO C.C. Wei made the following statement:The budget for a hyperscale player, their wallet share shifted from traditional server to AI server is favorable for TSMC. And we are able to capture most of the semiconductor content in an AI server's area as we define the GPU, networking processor, et cetera. Well, we have a lower presence in those CPU-only, CPU-centric traditional server. So we expect our growth will be very healthy.The secondary tidbit was Super Micro Computer (SMCI) announcing the FQ3 '24 earnings call without the company updating guidance. The stock market interpreted the server and storage solutions company as providing a bad signal for the blow away AI GPU demand via strong guide ups for the last few quarters. The reality is that Super Micro doesn't have a consistent pattern of guiding up as follows:FQ3'24–April 19, 2024: No Guidance UpdateFQ2'24–January 18, 2024: Net Sales $3.6 to $3.65B vs. $2.7 to $2.8BFQ1'24–October 18, 2023: No Guidance UpdateFQ4'23–July 20, 2023: Net Sales $2.15 to $2.18B vs. $1.7 to $1.9BFQ3'23–April 24, 2023: Net Sales of $1.28B vs. $1.47B.The odd part about the huge negative reaction to Super Micro announcing the FQ3 '24 earnings call update without a big guide up is that the company had only guided up during 2 of the prior 4 quarters. Revenues tripled from the time of the FQ3 '23 disappointment pre-announcement until the reported FQ2 '24 report. In addition, the server solutions company reported meager results in FQ1 '24 when the company didn't guide up similar to this quarter.Due to seasonality, the March quarter is usually slow for the semiconductor space. The consensus analyst estimates are inline with company guidance for 200% growth at $3.94 billion and analysts forecast a massive step up in the June quarter to sales of $4.88 billion.Any investor trying to read negativity into the Super Micro lack of a guide up for the March quarter is over extrapolating far too much. Nvidia, Advanced Micro Devices (AMD) and others in the AI chip race have all prescribed to a market with vastly higher demand over the next 5+ years.AMD continues to forecast AI chips sales of $400 billion by 2027. The AI training and inference market dominated by Nvidia GPU sales is forecast to reach $600 billion alone by around 2030.Source: Beth Kindig/TwitterNvidia released the new Blackwell GPUs to further the leadership. The Blackwell B200 GPU “superchip” was predicted to offer substantially higher LLM inference workload performance while reducing the energy consumption by up to 25x over the H100 GPU. These new GPUs might cost up to $40K and don't provide any indication of how AI demand would suddenly dry up.Paying The Right PriceAs my previous research highlighted, Nvidia was already aggressively priced at over $600 with a recommendation for investors to look at an option to exit the position on a further rally. The stock soared to $974 on an irrational appetite for AI investments that is now fading, at least in the short term.Source: Stone Fox CapitalNvidia is forecast to reach FY25 (2024) sales of $112 billion, with those numbers growing to top $160 billion by FY27. The company is forecast to see sales growth rates to normalize by the end of the fiscal year, with FQ1 '26 sales growth forecast to dip below 30%.Source: Seeking AlphaThe AI GPU company last reported results in late February with massive revenues of $22 billion, smashing analyst targets. Nvidia guided to FQ1'25 sales of $24 billion, easily surpassing analyst estimates by $2 billion, though the guide up only amounts to just 10% of revenues now versus the original quarterly estimate smash of $4 billion and over 50% of revenue estimates of only $7 billion.Nvidia sales estimates for FY25 are now $20 billion above the estimates from just last quarter. The market might fear the AI boom has come to an end, but the real issue is paying the correct price for the ongoing sales growth, whether the rate of growth slows or not.The AI GPU company faces another issue where unsustainable high margins eventually trickle lower. Management guided to FQ1 '25 gross margins of 76.3% to 77.0% with very limited quarterly operating expenses of $2.5 billion. Over time, Nvidia will have to spend more to maintain such a highly profitable business.The consensus analyst estimates are for Nvidia generating a FY25 EPS of nearly $25. Investors need to understand a return to more normal gross margins in the 65% range causes the EPS to fall to $21.Source: Stone Fox CapitalThe operating expense base below 10% of revenues doesn't appear sustainable either. Back in FY23 before AI GPU chip sales surged, Nvidia spent nearly $7 billion on opex, amounting to over 25% of revenues.Under a similar scenario going forward, Nvidia would spend over $27 billion on opex. The company would watch opex soar by over $17 billion and dampen EPS by nearly $6 per share. Under a scenario where gross margins normalize back at 65% and opex soars to match the higher revenue base, Nvidia watches the EPS dip back to $15.Back above $800 now, the stock isn't aggressively priced at 26x FY26 EPS targets of $30. The company might not face the margin compression issues for another 1 to 2 years, but investors need to understand the negative margin scenario will ultimately play out similar to how Nvidia ran into FY23 gross margins of only 59%.My prior research suggested the stock was fairly priced back in the $600 range. The substantially higher revenue base leaves the stock in a similar valuation range here above $800. Nvidia could definitely head higher on insatiable AI GPU demand, but the stock will ultimately face a reckoning of where sales plateau in a few years and margins eventually slip.TakeawayThe key investor takeaway is that the AI boom isn't ending without any data points justifying the bullish thesis forecast for the rest of the decade to just end overnight. The market is taking some profits on Nvidia, and investors shouldn't be surprised to see the stock slump further during this digestion period.Investors would be best served to let Nvidia Corporation stock slip further, with a possible move back down to the $600 range. An investor would face less risk from the inevitable margin pressure scenario, whether this happens in FY25, FY26 or in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9901699355,"gmtCreate":1659176934378,"gmtModify":1676536269203,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"tough corners&nbsp;are turned As it's gets better with earlier worse...July is&nbsp;sweet slow volatile&nbsp;beginning with returning&nbsp;instituonal investors. Aug is fear&nbsp;to be to late returning retail investors. Sep is FED hike but power of institutional + retail investor&nbsp;combo.&nbsp;Oct is a boon as better seasons&nbsp;earnings","listText":"tough corners&nbsp;are turned As it's gets better with earlier worse...July is&nbsp;sweet slow volatile&nbsp;beginning with returning&nbsp;instituonal investors. Aug is fear&nbsp;to be to late returning retail investors. Sep is FED hike but power of institutional + retail investor&nbsp;combo.&nbsp;Oct is a boon as better seasons&nbsp;earnings","text":"tough corners are turned As it's gets better with earlier worse...July is sweet slow volatile beginning with returning instituonal investors. Aug is fear to be to late returning retail investors. Sep is FED hike but power of institutional + retail investor combo. Oct is a boon as better seasons earnings","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":40,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901699355","repostId":"2255591959","repostType":4,"repost":{"id":"2255591959","pubTimestamp":1659147333,"share":"https://www.laohu8.com/m/news/2255591959?lang=&edition=full","pubTime":"2022-07-30 10:15","market":"us","language":"en","title":"The Stock Market Had a Great July. Why August Could Be Tougher","url":"https://stock-news.laohu8.com/highlight/detail?id=2255591959","media":"Barrons","summary":"Stocks rallied this past week as investors bet that the Federal Reserve has reached peak hawkishness","content":"<html><head></head><body><p>Stocks rallied this past week as investors bet that the Federal Reserve has reached peak hawkishness. That’s wishful thinking.</p><p>The Dow Jones Industrial Averagerose 3%, the S&amp;P 500index added 4.3%, and the Nasdaq Composite surged 4.7%. All three had their best months since 2020. Even the premium paid for high-yield bonds over Treasuries narrowed considerably.</p><p>Yet it was a strange week for celebration. The U.S. economy saw back-to-back quarters of declining real gross domestic product in the first half of 2022, the Fed’s favored measure of inflation remained stubbornly high, and the central bank raised interest rates by another three-quarters of a point, making this one of the fastest hiking cycles of the past 40 years.</p><p>What did change are expectations for future rate hikes, hinging largely on two sentences from Fed Chairman Jerome Powell’s news conference.</p><p>“While another unusually large increase could be appropriate at our next meeting, that is a decision that will depend on the data we get between now and then,” he said. “As the stance of monetary policy tightens further, it likely will become appropriate to slow the pace of increases.” Powell even said that interest rates, now at a range of 2.25% to 2.5%, are likely at “neutral,” meaning they are neither accommodative nor restrictive.</p><p><img src=\"https://static.tigerbbs.com/aee1cf63ce76ac088586635d0db75666\" tg-width=\"956\" tg-height=\"635\" width=\"100%\" height=\"auto\"/></p><p>The market took that message to heart. Six weeks ago, interest-rate futures were pricing in a peak federal-funds rate target range of 3.75% to 4% in early 2023. Today, that peak is implied at 3.25 to 3.5% in December, just a point above the current target. Furthermore, futures pricing now implies two quarter-point rate cuts from February to July 2023. In other words, the market is betting the Fed will slow down the pace of its rate increases by the end of this year, then rapidly switch to easing policy.</p><p>Powell’s comments about the neutral rate also drew the ire of some well-known economists and investors. Former Treasury Secretary Larry Summers called Powell’s comment on the neutral rate “indefensible,” while Pershing Square’s Bill Ackman unleashed a late-night tweetstorm on the subject. “While 2.25 to 2.25% may be a neutral rate with 2% inflation, it is an extremely accommodative rate with inflation at 9%,” he wrote late on Thursday night, while isolating with Covid-19.</p><p>The implied rate path also seems highly unlikely—and almost certainly not good for the stock market. For it to develop, the Fed would have to either declare victory in its fight against rising prices—does anyone expect inflation to magically collapse to 2% by year end?—or give up the battle altogether to rescue an economy that is rapidly sinking into recession. So, while the pace of tightening may be moderating and inflation may have peaked—famous last words, we know—it’s far from a green light for investors.</p><p>Given a slowing economy, still-rising interest rates, and stock and bond indexes at or near short-term overbought levels, it might be time to sell the rally and rebalance into higher-quality or defensive areas.</p><p>“Credit spreads have continued to pull tighter…on a market narrative that a dovish pivot could be warranted,” wrote Goldman Sachs’ chief credit strategist, Lotfi Karoui, on Thursday. “We disagree, given the likely forward path of inflation, and would continue to fade the rally, using it as an opportunity to cut risk and rotate further up in quality.”</p><p>It’s too early to declare a Fed pivot and an all-clear for bullish investors. This inflation surge isn’t likely to be tamed that easily.</p></body></html>","source":"lsy1601382232898","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 Stock Market Had a Great July. Why August Could Be Tougher</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 Stock Market Had a Great July. Why August Could Be Tougher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-30 10:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-news-dow-nasdaq-sp500-51659132219?mod=hp_LEAD_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks rallied this past week as investors bet that the Federal Reserve has reached peak hawkishness. That’s wishful thinking.The Dow Jones Industrial Averagerose 3%, the S&P 500index added 4.3%, and ...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-news-dow-nasdaq-sp500-51659132219?mod=hp_LEAD_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stock-market-news-dow-nasdaq-sp500-51659132219?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255591959","content_text":"Stocks rallied this past week as investors bet that the Federal Reserve has reached peak hawkishness. That’s wishful thinking.The Dow Jones Industrial Averagerose 3%, the S&P 500index added 4.3%, and the Nasdaq Composite surged 4.7%. All three had their best months since 2020. Even the premium paid for high-yield bonds over Treasuries narrowed considerably.Yet it was a strange week for celebration. The U.S. economy saw back-to-back quarters of declining real gross domestic product in the first half of 2022, the Fed’s favored measure of inflation remained stubbornly high, and the central bank raised interest rates by another three-quarters of a point, making this one of the fastest hiking cycles of the past 40 years.What did change are expectations for future rate hikes, hinging largely on two sentences from Fed Chairman Jerome Powell’s news conference.“While another unusually large increase could be appropriate at our next meeting, that is a decision that will depend on the data we get between now and then,” he said. “As the stance of monetary policy tightens further, it likely will become appropriate to slow the pace of increases.” Powell even said that interest rates, now at a range of 2.25% to 2.5%, are likely at “neutral,” meaning they are neither accommodative nor restrictive.The market took that message to heart. Six weeks ago, interest-rate futures were pricing in a peak federal-funds rate target range of 3.75% to 4% in early 2023. Today, that peak is implied at 3.25 to 3.5% in December, just a point above the current target. Furthermore, futures pricing now implies two quarter-point rate cuts from February to July 2023. In other words, the market is betting the Fed will slow down the pace of its rate increases by the end of this year, then rapidly switch to easing policy.Powell’s comments about the neutral rate also drew the ire of some well-known economists and investors. Former Treasury Secretary Larry Summers called Powell’s comment on the neutral rate “indefensible,” while Pershing Square’s Bill Ackman unleashed a late-night tweetstorm on the subject. “While 2.25 to 2.25% may be a neutral rate with 2% inflation, it is an extremely accommodative rate with inflation at 9%,” he wrote late on Thursday night, while isolating with Covid-19.The implied rate path also seems highly unlikely—and almost certainly not good for the stock market. For it to develop, the Fed would have to either declare victory in its fight against rising prices—does anyone expect inflation to magically collapse to 2% by year end?—or give up the battle altogether to rescue an economy that is rapidly sinking into recession. So, while the pace of tightening may be moderating and inflation may have peaked—famous last words, we know—it’s far from a green light for investors.Given a slowing economy, still-rising interest rates, and stock and bond indexes at or near short-term overbought levels, it might be time to sell the rally and rebalance into higher-quality or defensive areas.“Credit spreads have continued to pull tighter…on a market narrative that a dovish pivot could be warranted,” wrote Goldman Sachs’ chief credit strategist, Lotfi Karoui, on Thursday. “We disagree, given the likely forward path of inflation, and would continue to fade the rally, using it as an opportunity to cut risk and rotate further up in quality.”It’s too early to declare a Fed pivot and an all-clear for bullish investors. This inflation surge isn’t likely to be tamed that easily.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957916096,"gmtCreate":1676886063415,"gmtModify":1676886069639,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Global inflation disflation on 2023","listText":"Global inflation disflation on 2023","text":"Global inflation disflation on 2023","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":34,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9957916096","repostId":"2312226304","repostType":4,"repost":{"id":"2312226304","pubTimestamp":1676880253,"share":"https://www.laohu8.com/m/news/2312226304?lang=&edition=full","pubTime":"2023-02-20 16:04","market":"us","language":"en","title":"Fed’s Preferred Inflation Gauges Seen Running Hot","url":"https://stock-news.laohu8.com/highlight/detail?id=2312226304","media":"Bloomberg","summary":"Another gauge of US prices will likely focus investors againCentral-bank decisions due in New Zealan","content":"<html><head></head><body><ul><li>Another gauge of US prices will likely focus investors again</li><li>Central-bank decisions due in New Zealand and South Korea</li></ul><p>The Federal Reserve’s preferred inflation gauges this week, along with a groundswell of consumer spending, are seen fomenting debate among central bankers on the need to adjust the pace of interest-rate increases.</p><p>The US personal consumption expenditures price index is forecast to rise 0.5% in January from a month earlier, the largest advance since mid-2022. The median estimate in a Bloomberg survey of economists expects a 0.4% advance in the core measure, which excludes food and fuel and better reflects underlying inflation.</p><p><img src=\"https://static.tigerbbs.com/09dfd31c5b7e3c57b241022ccc73a243\" tg-width=\"973\" tg-height=\"553\" referrerpolicy=\"no-referrer\"/></p><p>Those monthly advances are seen slowing the deceleration in annual inflation that remains well north of the Fed’s goal. In addition, Friday’s data will underscore a fully engaged American consumer, with economists anticipating the sharpest advance in nominal spending on goods and services since October 2021.</p><p>This week’s report is also projected to show the largest increase in personal income in 1 1/2 years, fueled both by a resilient job market and a large upward cost-of-living adjustment for Social Security recipients.</p><p>In sum, the income and spending data are expected to illustrate the challenge confronting a Fed in the midst of its most aggressive policy tightening campaign in a generation. The report follows figures this past week revealing a spike in retail sales and hotter-than-anticipated consumer and producer price data.</p><blockquote><b>What Bloomberg Economics Says:</b></blockquote><blockquote>“It’s stunning that the decline in year-over-year inflation has stalled completely, given the favorable base effects and supply environment. That means it won’t take much for new inflation peaks to arise.”</blockquote><blockquote>—Anna Wong, Eliza Winger and Stuart Paul. For full analysis</blockquote><p>Investors have been upping their bets on how far the Fed will raise rates this tightening cycle. They now see the federal funds rate climbing to 5.3% in July, according to interest-rate futures. That compares with a perceived peak rate of 4.9% just two weeks ago.</p><p>Minutes from the Fed’s latest policy meeting, at which the central bank raised its benchmark rate by 25 basis points, will also be released on Wednesday. The readout may help shed light on the appetite for a bigger increase when policymakers convene again in March after recent comments from some officials suggested as much.</p><p>Cleveland Fed President Loretta Mester said this week that she had seen a “compelling economic case” for rolling out another 50 basis-point hike earlier this month, while the St. Louis Fed’s James Bullard said he wouldn’t rule out supporting such an increase in March.</p><p>January new- and existing-home sales, along with the second estimate of fourth-quarter gross domestic product, are among other US data releases this week.</p><p>Elsewhere, in North America, Canada’s January inflation data will inform trader bets on the future path of rates after the Bank of Canada declared a conditional pause to hikes, only to see the labor market tighten further.</p><p>Meanwhile testimony by Japan’s next central-bank chief, a Group of 20 meeting of finance ministers, and rate increases in New Zealand and Israel, are among other highlights of the week ahead.</p><p><img src=\"https://static.tigerbbs.com/9d4f54e18ea45f323904b5b58fcb1abe\" tg-width=\"970\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/></p><h2>Asia</h2><p>In a big week for central banking in Asia-Pacific, investors will get their first detailed look into Kazuo Ueda’s policy views on Friday during the first parliamentary hearings for the nominee to become Bank of Japan governor.</p><p><img src=\"https://static.tigerbbs.com/426a4d49595f8ac904138c2aaec3fd46\" tg-width=\"991\" tg-height=\"559\" referrerpolicy=\"no-referrer\"/></p><p>That’ll follow another expected rate hike from the Reserve Bank of New Zealand as it continues to battle inflation in excess of 7%.</p><p>The Bank of Korea is predicted to pause amid signs of strain in its economy, though another hike can’t be ruled out given inflation remains above 5%.</p><p>Minutes from the most recent Reserve Bank of Australia meeting are likely to give more insight into the board’s thinking on further rate hikes as Governor Philip Lowe battles to fight off criticism over his leadership.</p><p>Ahead of the weekend, Japanese inflation figures are expected to show there’s still plenty of heat in prices for the new BOJ governor to consider.</p><p>And in India, Group of 20 finance chiefs will meet later in the week to discuss the world economy in their first such gathering of the year.</p><h2>Europe, Middle East, Africa</h2><p>Euro-region data highlights include the flash survey readings from purchasing managers for February, providing insights into how well the economy is holding up after unexpectedly growing in the fourth quarter. That’s scheduled for Tuesday.</p><p>The final reading of euro-zone inflation, due on Thursday, will take on greater significance than usual after delayed German data was omitted from the first estimate. Economists anticipate a small upward revision.</p><p>In Germany itself, the Ifo index of business sentiment on Wednesday will signal how Europe’s biggest economy is weathering the energy crisis. Economists forecast improvements on all key measures.</p><p><img src=\"https://static.tigerbbs.com/0a3e77a7e6e7f953c61b74d324f0e9ab\" tg-width=\"970\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>In the UK, where inflation slowed more than expected last month, investors will watch for analysis of what that means for policy from Bank of England officials. Catherine Mann and Silvana Tenreyro are both scheduled to make appearances.</p><p>Over in the Nordic region, on Monday the Riksbank will release minutes of its inaugural meeting of 2023. That decision, which featured a half-point rate increase, a pledge to sell bonds, and a pivot toward seeking a stronger krona, was the first for new Swedish Governor Erik Thedeen.</p><p><img src=\"https://static.tigerbbs.com/6f64ad16e96db82fb803c88610951dc7\" tg-width=\"961\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/></p><p>Looking south, Israel’s central bank will likely deliver the smallest rate hike of its monetary tightening cycle by lifting its benchmark a quarter percentage point to 4% on Monday. But a surprise pickup in inflation, alongside political turbulence, raise the risk that policymakers could opt for a more aggressive move.</p><p>South African Finance Minister Enoch Godongwana will present his annual budget on Wednesday. He’s expected to announce how much of state power utility Eskom Holdings SOC Ltd.’s 400 billion-rand ($22 billion) debt will be taken over by the government.</p><p>Nigerian data on Wednesday may show growth slowed to 1.9% in the fourth quarter from 2.3% in the prior three-month period, according to economist estimates. That’s as cash shortages, rising debt-servicing costs, deteriorating fiscal balances, a plunging naira and election jitters curtail spending and investment.</p><p>Turkey’s central bank is set to cut rates to less than 9%, as pledged by President Recep Tayyip Erdogan earlier this month. The country’s devastating earthquakes will also spur officials to carry out more easing on Thursday, economists say.</p><h2>Latin America</h2><p>In Mexico, the mid-month consumer price report should underscore the obvious: inflation is elevated, well over target and sticky as the headline rate hovers near 7.8% while core readings continue to run above 8%.</p><p>The minutes of Banxico’s Feb. 9 meeting may offer some guidance on what policymakers see as a possible terminal rate from the current 11% and how long they might decide to keep it there.</p><p><img src=\"https://static.tigerbbs.com/3957d2cd38542301d6ca0ffd3933026a\" tg-width=\"971\" tg-height=\"571\" referrerpolicy=\"no-referrer\"/></p><p>December GDP-proxy data from Argentina and Mexico will probably show that both economies are cooling rapidly. Peru’s fourth-quarter output report is also predicted to reveal a drop in momentum, capturing the December onset of political turmoil and nationwide unrest set off by President Pedro Castillo’s ouster.</p><p>Brazil’s central bank posts its market expectations survey at mid-week with the end of the Carnival holiday. Both President Luiz Inacio Lula da Silva and central bank chief Roberto Campos Neto gave high-profile interviews that may help damp tensions over monetary policy that are at least partly to blame for rising inflation expectations.</p><p><img src=\"https://static.tigerbbs.com/3f2d42304664e37aaaa28dfa22da31d1\" tg-width=\"967\" tg-height=\"497\" referrerpolicy=\"no-referrer\"/></p><p>Mid-month consumer price data posted Friday may show inflation is hung up near the 5.79% currently forecast for year-end 2023 and precisely where it finished 2022.</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>Fed’s Preferred Inflation Gauges Seen Running Hot</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\">\nFed’s Preferred Inflation Gauges Seen Running Hot\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-20 16:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-02-18/federal-reserve-interest-rates-latest-inflation-seen-running-hot><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Another gauge of US prices will likely focus investors againCentral-bank decisions due in New Zealand and South KoreaThe Federal Reserve’s preferred inflation gauges this week, along with a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-02-18/federal-reserve-interest-rates-latest-inflation-seen-running-hot\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","BK4142":"酒店、度假村与豪华游轮",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2023-02-18/federal-reserve-interest-rates-latest-inflation-seen-running-hot","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312226304","content_text":"Another gauge of US prices will likely focus investors againCentral-bank decisions due in New Zealand and South KoreaThe Federal Reserve’s preferred inflation gauges this week, along with a groundswell of consumer spending, are seen fomenting debate among central bankers on the need to adjust the pace of interest-rate increases.The US personal consumption expenditures price index is forecast to rise 0.5% in January from a month earlier, the largest advance since mid-2022. The median estimate in a Bloomberg survey of economists expects a 0.4% advance in the core measure, which excludes food and fuel and better reflects underlying inflation.Those monthly advances are seen slowing the deceleration in annual inflation that remains well north of the Fed’s goal. In addition, Friday’s data will underscore a fully engaged American consumer, with economists anticipating the sharpest advance in nominal spending on goods and services since October 2021.This week’s report is also projected to show the largest increase in personal income in 1 1/2 years, fueled both by a resilient job market and a large upward cost-of-living adjustment for Social Security recipients.In sum, the income and spending data are expected to illustrate the challenge confronting a Fed in the midst of its most aggressive policy tightening campaign in a generation. The report follows figures this past week revealing a spike in retail sales and hotter-than-anticipated consumer and producer price data.What Bloomberg Economics Says:“It’s stunning that the decline in year-over-year inflation has stalled completely, given the favorable base effects and supply environment. That means it won’t take much for new inflation peaks to arise.”—Anna Wong, Eliza Winger and Stuart Paul. For full analysisInvestors have been upping their bets on how far the Fed will raise rates this tightening cycle. They now see the federal funds rate climbing to 5.3% in July, according to interest-rate futures. That compares with a perceived peak rate of 4.9% just two weeks ago.Minutes from the Fed’s latest policy meeting, at which the central bank raised its benchmark rate by 25 basis points, will also be released on Wednesday. The readout may help shed light on the appetite for a bigger increase when policymakers convene again in March after recent comments from some officials suggested as much.Cleveland Fed President Loretta Mester said this week that she had seen a “compelling economic case” for rolling out another 50 basis-point hike earlier this month, while the St. Louis Fed’s James Bullard said he wouldn’t rule out supporting such an increase in March.January new- and existing-home sales, along with the second estimate of fourth-quarter gross domestic product, are among other US data releases this week.Elsewhere, in North America, Canada’s January inflation data will inform trader bets on the future path of rates after the Bank of Canada declared a conditional pause to hikes, only to see the labor market tighten further.Meanwhile testimony by Japan’s next central-bank chief, a Group of 20 meeting of finance ministers, and rate increases in New Zealand and Israel, are among other highlights of the week ahead.AsiaIn a big week for central banking in Asia-Pacific, investors will get their first detailed look into Kazuo Ueda’s policy views on Friday during the first parliamentary hearings for the nominee to become Bank of Japan governor.That’ll follow another expected rate hike from the Reserve Bank of New Zealand as it continues to battle inflation in excess of 7%.The Bank of Korea is predicted to pause amid signs of strain in its economy, though another hike can’t be ruled out given inflation remains above 5%.Minutes from the most recent Reserve Bank of Australia meeting are likely to give more insight into the board’s thinking on further rate hikes as Governor Philip Lowe battles to fight off criticism over his leadership.Ahead of the weekend, Japanese inflation figures are expected to show there’s still plenty of heat in prices for the new BOJ governor to consider.And in India, Group of 20 finance chiefs will meet later in the week to discuss the world economy in their first such gathering of the year.Europe, Middle East, AfricaEuro-region data highlights include the flash survey readings from purchasing managers for February, providing insights into how well the economy is holding up after unexpectedly growing in the fourth quarter. That’s scheduled for Tuesday.The final reading of euro-zone inflation, due on Thursday, will take on greater significance than usual after delayed German data was omitted from the first estimate. Economists anticipate a small upward revision.In Germany itself, the Ifo index of business sentiment on Wednesday will signal how Europe’s biggest economy is weathering the energy crisis. Economists forecast improvements on all key measures.In the UK, where inflation slowed more than expected last month, investors will watch for analysis of what that means for policy from Bank of England officials. Catherine Mann and Silvana Tenreyro are both scheduled to make appearances.Over in the Nordic region, on Monday the Riksbank will release minutes of its inaugural meeting of 2023. That decision, which featured a half-point rate increase, a pledge to sell bonds, and a pivot toward seeking a stronger krona, was the first for new Swedish Governor Erik Thedeen.Looking south, Israel’s central bank will likely deliver the smallest rate hike of its monetary tightening cycle by lifting its benchmark a quarter percentage point to 4% on Monday. But a surprise pickup in inflation, alongside political turbulence, raise the risk that policymakers could opt for a more aggressive move.South African Finance Minister Enoch Godongwana will present his annual budget on Wednesday. He’s expected to announce how much of state power utility Eskom Holdings SOC Ltd.’s 400 billion-rand ($22 billion) debt will be taken over by the government.Nigerian data on Wednesday may show growth slowed to 1.9% in the fourth quarter from 2.3% in the prior three-month period, according to economist estimates. That’s as cash shortages, rising debt-servicing costs, deteriorating fiscal balances, a plunging naira and election jitters curtail spending and investment.Turkey’s central bank is set to cut rates to less than 9%, as pledged by President Recep Tayyip Erdogan earlier this month. The country’s devastating earthquakes will also spur officials to carry out more easing on Thursday, economists say.Latin AmericaIn Mexico, the mid-month consumer price report should underscore the obvious: inflation is elevated, well over target and sticky as the headline rate hovers near 7.8% while core readings continue to run above 8%.The minutes of Banxico’s Feb. 9 meeting may offer some guidance on what policymakers see as a possible terminal rate from the current 11% and how long they might decide to keep it there.December GDP-proxy data from Argentina and Mexico will probably show that both economies are cooling rapidly. Peru’s fourth-quarter output report is also predicted to reveal a drop in momentum, capturing the December onset of political turmoil and nationwide unrest set off by President Pedro Castillo’s ouster.Brazil’s central bank posts its market expectations survey at mid-week with the end of the Carnival holiday. Both President Luiz Inacio Lula da Silva and central bank chief Roberto Campos Neto gave high-profile interviews that may help damp tensions over monetary policy that are at least partly to blame for rising inflation expectations.Mid-month consumer price data posted Friday may show inflation is hung up near the 5.79% currently forecast for year-end 2023 and precisely where it finished 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941303252,"gmtCreate":1679941400777,"gmtModify":1679941404318,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Eye opener to regional bank due to usa bank crisis&nbsp;","listText":"Eye opener to regional bank due to usa bank crisis&nbsp;","text":"Eye opener to regional bank due to usa bank crisis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941303252","repostId":"1110018740","repostType":4,"repost":{"id":"1110018740","pubTimestamp":1679930756,"share":"https://www.laohu8.com/m/news/1110018740?lang=&edition=full","pubTime":"2023-03-27 23:25","market":"us","language":"en","title":"3 Reasons We Absolutely Need Regional Banks","url":"https://stock-news.laohu8.com/highlight/detail?id=1110018740","media":"Motley Fool","summary":"KEY POINTSMost people haven't heard of a lot of regional banks.But they are the backbone of the U.S.","content":"<html><head></head><body><h3>KEY POINTS</h3><ul><li>Most people haven&#39;t heard of a lot of regional banks.</li><li>But they are the backbone of the U.S. economy, and originate much of the country&#39;s lending activity.</li><li>Regional banks also help power the economy and innovation behind the scenes as well.</li></ul><p>After the collapse of several banks plunged the banking system, economy, and financial markets into uncertainty, I&#39;ve heard some people wonder whether or not regional banks are more trouble than they&#39;re worth.</p><p>After all, I&#39;m sure plenty of people had never heard of SVB Financial or Signature Bank prior to their impending failures and might be wondering if they are worth keeping around considering what has ensued. Why not just use the banks that are &#34;too big to fail&#34; like JPMorgan Chase?</p><p>While I can understand the frustration, I find this thinking to be severely flawed and misguided. Regional banks and community banks are the backbone of the U.S. economy. Here are three reasons why.</p><h3>1. Regional banks do the bulk of lending</h3><p>In a note from Goldman Sachs, economists pointed out that banks with less than $250 billion in assets originate roughly half of all commercial and industrial loans, which are loans made to businesses and corporations to provide working capital for capital expenditures. These smaller banks also account for 60% of all U.S. mortgages, 80% of all commercial real estate loans, and 45% of all consumer loans.</p><p>Large banks like JPMorgan are absolutely vital to the economy, but regional and community banks know their prospective markets better and can form close customer relationships that, in many cases, allow them to make better underwriting decisions.</p><p>Furthermore, regional banks have the opportunity to carve out niches. Now, obviously, banks need to be careful about getting too heavily concentrated in one area like the way that SVB did, but there are banks that specialize in lending and can provide custom-tailored services for specific industries, whether it&#39;s pharmacies, veterinarians, long-haul truckers, or hospitals. Smaller banks have more incentive to do this in order to differentiate themselves from the larger banks, which I think is a good dynamic to have in banking.</p><h3>2. The big banks can&#39;t get too big too fast</h3><p>Make no mistake, with more than 4,700 banks there will continue to be consolidation in the industry, and I fully expect the big banks to get bigger. But growing too fast can be dangerous, and it&#39;s actually part of the reason that three banks collapsed earlier this year.</p><p>The reality is the big banks, while they do want to get bigger, would ideally like to do it in a more gradual and methodical manner. For one, if they grow deposits too fast they can run up against regulatory capital issues. During the pandemic, deposits at all U.S. commercial banks surged by nearly $5 trillion, ballooning bank balance sheets. This actually put pressure on large bank supplementary leverage capital ratio requirements (minimum 5% SLR), which look at a bank&#39;s tier 1 capital divided by its total on- and off-balance sheet assets.</p><p>Regulators actually granted large banks temporary exclusions on this during the earlier parts of the pandemic, but if banks run up against their regulatory requirements, measures they may have to take include raising capital or actually having to turn away deposits, and therefore business. Holding more cash also tends to hurt a bank&#39;s margins and lead to lower returns.</p><p>The last thing to consider is that despite all of the criticism banks have received, it is really safer for the bulk of lending activity to be done in the banking system. Banks are very highly regulated and have three regulators, including the Federal Reserve, the Federal Deposit Insurance Corporation (FDIC), and either the U.S. Office of the Comptroller of the Currency (OCC) or a state banking regulator. A lot of banking activity has been pushed into the shadow banking system, where things are much less regulated and much more opaque.</p><h3>3. Regional banks play a critical role in innovation and the economy</h3><p>While it&#39;s true that many people likely have not heard of a lot of regional banks, they are critical players in the economy and in helping drive innovation, although it&#39;s mainly being done behind the scenes.</p><p>For instance, did you know that the super regional bank U.S. Bancorp has been providing the federal government with payment services for more than three decades? Or how The Bancorp, a small $8 billion asset bank, serves as the card issuing bank and payment facilitator for huge fintech firms like Paypal?</p><p>The fact of the matter is that these smaller and regional banks power a lot of the financial services and products offered by some of the most well-known brands in the world. They provide the plumbing and infrastructure that can&#39;t always be seen in plain sight but is absolutely critical to the economy and innovation.</p></body></html>","source":"fool_stock","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>3 Reasons We Absolutely Need Regional Banks</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\">\n3 Reasons We Absolutely Need Regional Banks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-27 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/27/3-reasons-we-absolutely-need-regional-banks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMost people haven't heard of a lot of regional banks.But they are the backbone of the U.S. economy, and originate much of the country's lending activity.Regional banks also help power the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/27/3-reasons-we-absolutely-need-regional-banks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FCNCA":"第一公民银行股份"},"source_url":"https://www.fool.com/investing/2023/03/27/3-reasons-we-absolutely-need-regional-banks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110018740","content_text":"KEY POINTSMost people haven't heard of a lot of regional banks.But they are the backbone of the U.S. economy, and originate much of the country's lending activity.Regional banks also help power the economy and innovation behind the scenes as well.After the collapse of several banks plunged the banking system, economy, and financial markets into uncertainty, I've heard some people wonder whether or not regional banks are more trouble than they're worth.After all, I'm sure plenty of people had never heard of SVB Financial or Signature Bank prior to their impending failures and might be wondering if they are worth keeping around considering what has ensued. Why not just use the banks that are \"too big to fail\" like JPMorgan Chase?While I can understand the frustration, I find this thinking to be severely flawed and misguided. Regional banks and community banks are the backbone of the U.S. economy. Here are three reasons why.1. Regional banks do the bulk of lendingIn a note from Goldman Sachs, economists pointed out that banks with less than $250 billion in assets originate roughly half of all commercial and industrial loans, which are loans made to businesses and corporations to provide working capital for capital expenditures. These smaller banks also account for 60% of all U.S. mortgages, 80% of all commercial real estate loans, and 45% of all consumer loans.Large banks like JPMorgan are absolutely vital to the economy, but regional and community banks know their prospective markets better and can form close customer relationships that, in many cases, allow them to make better underwriting decisions.Furthermore, regional banks have the opportunity to carve out niches. Now, obviously, banks need to be careful about getting too heavily concentrated in one area like the way that SVB did, but there are banks that specialize in lending and can provide custom-tailored services for specific industries, whether it's pharmacies, veterinarians, long-haul truckers, or hospitals. Smaller banks have more incentive to do this in order to differentiate themselves from the larger banks, which I think is a good dynamic to have in banking.2. The big banks can't get too big too fastMake no mistake, with more than 4,700 banks there will continue to be consolidation in the industry, and I fully expect the big banks to get bigger. But growing too fast can be dangerous, and it's actually part of the reason that three banks collapsed earlier this year.The reality is the big banks, while they do want to get bigger, would ideally like to do it in a more gradual and methodical manner. For one, if they grow deposits too fast they can run up against regulatory capital issues. During the pandemic, deposits at all U.S. commercial banks surged by nearly $5 trillion, ballooning bank balance sheets. This actually put pressure on large bank supplementary leverage capital ratio requirements (minimum 5% SLR), which look at a bank's tier 1 capital divided by its total on- and off-balance sheet assets.Regulators actually granted large banks temporary exclusions on this during the earlier parts of the pandemic, but if banks run up against their regulatory requirements, measures they may have to take include raising capital or actually having to turn away deposits, and therefore business. Holding more cash also tends to hurt a bank's margins and lead to lower returns.The last thing to consider is that despite all of the criticism banks have received, it is really safer for the bulk of lending activity to be done in the banking system. Banks are very highly regulated and have three regulators, including the Federal Reserve, the Federal Deposit Insurance Corporation (FDIC), and either the U.S. Office of the Comptroller of the Currency (OCC) or a state banking regulator. A lot of banking activity has been pushed into the shadow banking system, where things are much less regulated and much more opaque.3. Regional banks play a critical role in innovation and the economyWhile it's true that many people likely have not heard of a lot of regional banks, they are critical players in the economy and in helping drive innovation, although it's mainly being done behind the scenes.For instance, did you know that the super regional bank U.S. Bancorp has been providing the federal government with payment services for more than three decades? Or how The Bancorp, a small $8 billion asset bank, serves as the card issuing bank and payment facilitator for huge fintech firms like Paypal?The fact of the matter is that these smaller and regional banks power a lot of the financial services and products offered by some of the most well-known brands in the world. They provide the plumbing and infrastructure that can't always be seen in plain sight but is absolutely critical to the economy and innovation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":765959566344256,"gmtCreate":1687792845831,"gmtModify":1687792850083,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Musk tesla has more rally&nbsp;&nbsp;upside&nbsp;","listText":"Musk tesla has more rally&nbsp;&nbsp;upside&nbsp;","text":"Musk tesla has more rally upside","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/765959566344256","repostId":"2346698040","repostType":4,"repost":{"id":"2346698040","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":1687782841,"share":"https://www.laohu8.com/m/news/2346698040?lang=&edition=full","pubTime":"2023-06-26 20:34","market":"us","language":"en","title":"Musk Vs. Zuckerberg: Which Tech Heavyweight Is Already Winning the Wall Street Cage Match?","url":"https://stock-news.laohu8.com/highlight/detail?id=2346698040","media":"Dow Jones","summary":"Meta's Mark Zuckerberg and Tesla's Elon Musk each bring financial wins to the table as they prep for a potential physical face-offMark Zuckerberg and Elon Musk are reportedly planning to square off in","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c8adef703817e12c9b1c3bba534322b\" tg-width=\"700\" tg-height=\"487\"/></p><p>Meta&#39;s Mark Zuckerberg and Tesla&#39;s Elon Musk each bring financial wins to the table as they prep for a potential physical face-off</p><p>Mark Zuckerberg and Elon Musk are reportedly planning to square off in a physical cage match, but the tech titans have been facing off financially for years already.</p><p>In light of that potential showdown, MarketWatch has taken the opportunity to take a more lighthearted look at how the tech leaders compare in the eyes of the market. And if the performances of <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. <a href=\"https://laohu8.com/S/META\">$(META)$</a> and Tesla Inc. shares <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> are any indication, Zuckerberg would beat Musk in a battle that resembles a sprint, but Musk would leave Zuck in the dust in a marathon duel.</p><p>Meta&#39;s stock has run up 138% year to date, with one mild correction in February, while Tesla shares have climbed 111% in that period, suffering a 2 1/2 -month slump in the middle of the race.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd841cf4cf55eca8f42a18a69a2c2bdd\" tg-width=\"700\" tg-height=\"319\"/></p><p>But over the long haul, Tesla wins big.</p><p>Since Meta went public on May 18, 2012 -- when it was still known on Wall Street as Facebook -- the stock has gone up about 650%. Over the same period, however, Tesla&#39;s stock has rocketed 14,096%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f02376d436733f92aa4d4d8aa629220\" tg-width=\"700\" tg-height=\"485\"/></p><p>But the battle between Musk and Zuckerberg isn&#39;t all about stock performance. It&#39;s unclear if or when the tech luminaries will actually duke it out physically, but if Musk starts feeling nervous, he may be able to lean on his substantially higher net worth to hire the best training team money can buy.</p><h2>Musk is richer than Zuckerberg</h2><p>The Tesla CEO and Twitter owner was atop the Bloomberg Billionaires Index with a $236 billion net worth as of Thursday, and he&#39;s seen that total balloon by almost $100 billion this year alone. Of course, Zuckerberg is no slouch, clocking in at No. 10 on the list with a $104 billion net worth, $58 billion or so of which he has added thus far in 2023.</p><p>But Tesla investors probably wouldn&#39;t be too happy if Musk tapped into his position in the electric-car maker to pay for personal training -- at least judging by how Wall Street reacted when Musk had to sell some Tesla shares late last year to help finance his $44 billion purchase of Twitter.</p><h2>Musk&#39;s stake in Tesla dwarfs what Zuck owns of Meta</h2><p>Musk owns a nearly 13% stake in Tesla, amounting to 411 million shares, according to data provided by FactSet. Zuckerberg has a much smaller position in Meta, at about 832,000 shares, or 0.4% of what&#39;s outstanding, according to FactSet.</p><p>At current stock prices, Musk&#39;s stake in Tesla is worth roughly $107.5 billion, while Zuck&#39;s Meta shares are worth roughly $240 million.</p><h2>Zuck is much more charitable than Musk</h2><p>Both Zuckerberg and Musk have declared their intentions to be philanthropists by signing the Giving Pledge, the public promise that some billionaires have made to give away most of their wealth either in their lifetimes or in their wills.</p><p>However, Zuckerberg has edged out Musk when it comes to actually giving away money. Forbes magazine in 2022 gave Zuck a 3 out of 5 score for his philanthropy, noting that he and his wife Priscilla Chan have given away between 5% and 9.99% of their fortune. Musk, on the other hand, received a score of 1, because he&#39;s given away less than 1% of his wealth.</p><h2>Musk&#39;s Tesla invests better</h2><p>When it comes to the fighters&#39; companies, Musk&#39;s Tesla has been a much better investor than Zuck&#39;s Meta.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e67a7fbee79d0a549cacba0d2bdddce\" tg-width=\"700\" tg-height=\"477\"/></p><p>Over the past five years, on a quarterly basis, Tesla&#39;s return on assets (ROA), which is a measure of how a company has invested its assets to produce profit, has climbed steadily from about a negative 9% over the last 12 months to above 15% over the last quarter, according to FactSet data.</p><p>Meta&#39;s ROA, on the other hand, has dropped to just above 12% from above 23% five years ago.</p><p>Over the same time, Tesla&#39;s stock has climbed 1,065%, while Meta shares have gone up 42%. In comparison, the S&amp;P 500 has advanced 58% over the same time period.</p><h2>Wall Street analysts favor Zuck over Musk</h2><p>If it were up to Wall Street analysts, Zuckerberg would be favored over Musk.</p><p>Of the 60 analysts surveyed by FactSet who cover Meta, 47, or 78%, are bullish, 9 are neutral and only 4 are bearish.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de689e9674de817ac8ce4efa493e95c3\" tg-width=\"700\" tg-height=\"315\"/></p><p>But of the 46 analysts who cover Tesla, just 21, or 46%, are bullish, 19 are neutral and 6 are bearish.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52ff72dff865b914b7f901a3779db7da\" tg-width=\"700\" tg-height=\"306\"/></p><p>In terms of stock-price targets, the average analyst target for Meta is $280.43, or about 3% below current levels. For Tesla, the average target of $203.90 is roughly 20% below current prices.</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>Musk Vs. Zuckerberg: Which Tech Heavyweight Is Already Winning the Wall Street Cage Match?</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\">\nMusk Vs. Zuckerberg: Which Tech Heavyweight Is Already Winning the Wall Street Cage Match?\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\">2023-06-26 20:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c8adef703817e12c9b1c3bba534322b\" tg-width=\"700\" tg-height=\"487\"/></p><p>Meta&#39;s Mark Zuckerberg and Tesla&#39;s Elon Musk each bring financial wins to the table as they prep for a potential physical face-off</p><p>Mark Zuckerberg and Elon Musk are reportedly planning to square off in a physical cage match, but the tech titans have been facing off financially for years already.</p><p>In light of that potential showdown, MarketWatch has taken the opportunity to take a more lighthearted look at how the tech leaders compare in the eyes of the market. And if the performances of <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. <a href=\"https://laohu8.com/S/META\">$(META)$</a> and Tesla Inc. shares <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> are any indication, Zuckerberg would beat Musk in a battle that resembles a sprint, but Musk would leave Zuck in the dust in a marathon duel.</p><p>Meta&#39;s stock has run up 138% year to date, with one mild correction in February, while Tesla shares have climbed 111% in that period, suffering a 2 1/2 -month slump in the middle of the race.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd841cf4cf55eca8f42a18a69a2c2bdd\" tg-width=\"700\" tg-height=\"319\"/></p><p>But over the long haul, Tesla wins big.</p><p>Since Meta went public on May 18, 2012 -- when it was still known on Wall Street as Facebook -- the stock has gone up about 650%. Over the same period, however, Tesla&#39;s stock has rocketed 14,096%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f02376d436733f92aa4d4d8aa629220\" tg-width=\"700\" tg-height=\"485\"/></p><p>But the battle between Musk and Zuckerberg isn&#39;t all about stock performance. It&#39;s unclear if or when the tech luminaries will actually duke it out physically, but if Musk starts feeling nervous, he may be able to lean on his substantially higher net worth to hire the best training team money can buy.</p><h2>Musk is richer than Zuckerberg</h2><p>The Tesla CEO and Twitter owner was atop the Bloomberg Billionaires Index with a $236 billion net worth as of Thursday, and he&#39;s seen that total balloon by almost $100 billion this year alone. Of course, Zuckerberg is no slouch, clocking in at No. 10 on the list with a $104 billion net worth, $58 billion or so of which he has added thus far in 2023.</p><p>But Tesla investors probably wouldn&#39;t be too happy if Musk tapped into his position in the electric-car maker to pay for personal training -- at least judging by how Wall Street reacted when Musk had to sell some Tesla shares late last year to help finance his $44 billion purchase of Twitter.</p><h2>Musk&#39;s stake in Tesla dwarfs what Zuck owns of Meta</h2><p>Musk owns a nearly 13% stake in Tesla, amounting to 411 million shares, according to data provided by FactSet. Zuckerberg has a much smaller position in Meta, at about 832,000 shares, or 0.4% of what&#39;s outstanding, according to FactSet.</p><p>At current stock prices, Musk&#39;s stake in Tesla is worth roughly $107.5 billion, while Zuck&#39;s Meta shares are worth roughly $240 million.</p><h2>Zuck is much more charitable than Musk</h2><p>Both Zuckerberg and Musk have declared their intentions to be philanthropists by signing the Giving Pledge, the public promise that some billionaires have made to give away most of their wealth either in their lifetimes or in their wills.</p><p>However, Zuckerberg has edged out Musk when it comes to actually giving away money. Forbes magazine in 2022 gave Zuck a 3 out of 5 score for his philanthropy, noting that he and his wife Priscilla Chan have given away between 5% and 9.99% of their fortune. Musk, on the other hand, received a score of 1, because he&#39;s given away less than 1% of his wealth.</p><h2>Musk&#39;s Tesla invests better</h2><p>When it comes to the fighters&#39; companies, Musk&#39;s Tesla has been a much better investor than Zuck&#39;s Meta.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e67a7fbee79d0a549cacba0d2bdddce\" tg-width=\"700\" tg-height=\"477\"/></p><p>Over the past five years, on a quarterly basis, Tesla&#39;s return on assets (ROA), which is a measure of how a company has invested its assets to produce profit, has climbed steadily from about a negative 9% over the last 12 months to above 15% over the last quarter, according to FactSet data.</p><p>Meta&#39;s ROA, on the other hand, has dropped to just above 12% from above 23% five years ago.</p><p>Over the same time, Tesla&#39;s stock has climbed 1,065%, while Meta shares have gone up 42%. In comparison, the S&amp;P 500 has advanced 58% over the same time period.</p><h2>Wall Street analysts favor Zuck over Musk</h2><p>If it were up to Wall Street analysts, Zuckerberg would be favored over Musk.</p><p>Of the 60 analysts surveyed by FactSet who cover Meta, 47, or 78%, are bullish, 9 are neutral and only 4 are bearish.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de689e9674de817ac8ce4efa493e95c3\" tg-width=\"700\" tg-height=\"315\"/></p><p>But of the 46 analysts who cover Tesla, just 21, or 46%, are bullish, 19 are neutral and 6 are bearish.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52ff72dff865b914b7f901a3779db7da\" tg-width=\"700\" tg-height=\"306\"/></p><p>In terms of stock-price targets, the average analyst target for Meta is $280.43, or about 3% below current levels. For Tesla, the average target of $203.90 is roughly 20% below current prices.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms","TSLA":"特斯拉"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2346698040","content_text":"Meta's Mark Zuckerberg and Tesla's Elon Musk each bring financial wins to the table as they prep for a potential physical face-offMark Zuckerberg and Elon Musk are reportedly planning to square off in a physical cage match, but the tech titans have been facing off financially for years already.In light of that potential showdown, MarketWatch has taken the opportunity to take a more lighthearted look at how the tech leaders compare in the eyes of the market. And if the performances of Meta Platforms Inc. $(META)$ and Tesla Inc. shares $(TSLA)$ are any indication, Zuckerberg would beat Musk in a battle that resembles a sprint, but Musk would leave Zuck in the dust in a marathon duel.Meta's stock has run up 138% year to date, with one mild correction in February, while Tesla shares have climbed 111% in that period, suffering a 2 1/2 -month slump in the middle of the race.But over the long haul, Tesla wins big.Since Meta went public on May 18, 2012 -- when it was still known on Wall Street as Facebook -- the stock has gone up about 650%. Over the same period, however, Tesla's stock has rocketed 14,096%.But the battle between Musk and Zuckerberg isn't all about stock performance. It's unclear if or when the tech luminaries will actually duke it out physically, but if Musk starts feeling nervous, he may be able to lean on his substantially higher net worth to hire the best training team money can buy.Musk is richer than ZuckerbergThe Tesla CEO and Twitter owner was atop the Bloomberg Billionaires Index with a $236 billion net worth as of Thursday, and he's seen that total balloon by almost $100 billion this year alone. Of course, Zuckerberg is no slouch, clocking in at No. 10 on the list with a $104 billion net worth, $58 billion or so of which he has added thus far in 2023.But Tesla investors probably wouldn't be too happy if Musk tapped into his position in the electric-car maker to pay for personal training -- at least judging by how Wall Street reacted when Musk had to sell some Tesla shares late last year to help finance his $44 billion purchase of Twitter.Musk's stake in Tesla dwarfs what Zuck owns of MetaMusk owns a nearly 13% stake in Tesla, amounting to 411 million shares, according to data provided by FactSet. Zuckerberg has a much smaller position in Meta, at about 832,000 shares, or 0.4% of what's outstanding, according to FactSet.At current stock prices, Musk's stake in Tesla is worth roughly $107.5 billion, while Zuck's Meta shares are worth roughly $240 million.Zuck is much more charitable than MuskBoth Zuckerberg and Musk have declared their intentions to be philanthropists by signing the Giving Pledge, the public promise that some billionaires have made to give away most of their wealth either in their lifetimes or in their wills.However, Zuckerberg has edged out Musk when it comes to actually giving away money. Forbes magazine in 2022 gave Zuck a 3 out of 5 score for his philanthropy, noting that he and his wife Priscilla Chan have given away between 5% and 9.99% of their fortune. Musk, on the other hand, received a score of 1, because he's given away less than 1% of his wealth.Musk's Tesla invests betterWhen it comes to the fighters' companies, Musk's Tesla has been a much better investor than Zuck's Meta.Over the past five years, on a quarterly basis, Tesla's return on assets (ROA), which is a measure of how a company has invested its assets to produce profit, has climbed steadily from about a negative 9% over the last 12 months to above 15% over the last quarter, according to FactSet data.Meta's ROA, on the other hand, has dropped to just above 12% from above 23% five years ago.Over the same time, Tesla's stock has climbed 1,065%, while Meta shares have gone up 42%. In comparison, the S&P 500 has advanced 58% over the same time period.Wall Street analysts favor Zuck over MuskIf it were up to Wall Street analysts, Zuckerberg would be favored over Musk.Of the 60 analysts surveyed by FactSet who cover Meta, 47, or 78%, are bullish, 9 are neutral and only 4 are bearish.But of the 46 analysts who cover Tesla, just 21, or 46%, are bullish, 19 are neutral and 6 are bearish.In terms of stock-price targets, the average analyst target for Meta is $280.43, or about 3% below current levels. For Tesla, the average target of $203.90 is roughly 20% below current prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254481410895992,"gmtCreate":1703165902454,"gmtModify":1703166596861,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Slower gdp good data for fed cut&nbsp;","listText":"Slower gdp good data for fed cut&nbsp;","text":"Slower gdp good data for fed cut","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254481410895992","repostId":"1100377429","repostType":4,"repost":{"id":"1100377429","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":1703165476,"share":"https://www.laohu8.com/m/news/1100377429?lang=&edition=full","pubTime":"2023-12-21 21:31","market":"us","language":"en","title":"U.S. Q3 GDP Growth Revised Lower to 4.9% Growth in Third Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=1100377429","media":"Tiger Newspress","summary":"US Gross domestic product increased at a 4.9% annualized rate last quarter, revised down from the previously reported 5.2% pace, the Commerce Department's Bureau of Economic Analysis  said in its third estimate of third-quarter GDP.It was still the fastest pace of expansion since the fourth quarter of 2021. Economists had expected GDP growth would be unrevised at a rate of 5.2%.The economy, which grew at a 2.1% pace in the second quarter, has been expanding at a pace far above what Fed officials","content":"<html><head></head><body><p>US Gross domestic product increased at a 4.9% annualized rate last quarter, revised down from the previously reported 5.2% pace, the Commerce Department&#39;s Bureau of Economic Analysis (BEA) said in its third estimate of third-quarter GDP.</p><p style=\"text-align: start;\">It was still the fastest pace of expansion since the fourth quarter of 2021. Economists had expected GDP growth would be unrevised at a rate of 5.2%.</p><p style=\"text-align: start;\">The economy, which grew at a 2.1% pace in the second quarter, has been expanding at a pace far above what Fed officials regard as the non-inflationary growth rate of around 1.8%. Momentum, however, appears to have faded in the final three months of the year as consumer spending takes a breather.</p><p style=\"text-align: start;\">Growth is also expected to be restrained by a wider trade deficit and slower pace of inventory building relative to the third quarter.</p><p style=\"text-align: start;\">But the growth pace likely remains enough to fend off a recession, with retail sales unexpectedly rising in November and single-family housing starts and building permits scaling 1-1/2-year highs. Growth estimates for the fourth quarter range from as low as a 1.1% rate to as high as a 2.7% pace.</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>U.S. Q3 GDP Growth Revised Lower to 4.9% Growth in Third Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Q3 GDP Growth Revised Lower to 4.9% Growth in Third Estimate\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\">2023-12-21 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US Gross domestic product increased at a 4.9% annualized rate last quarter, revised down from the previously reported 5.2% pace, the Commerce Department&#39;s Bureau of Economic Analysis (BEA) said in its third estimate of third-quarter GDP.</p><p style=\"text-align: start;\">It was still the fastest pace of expansion since the fourth quarter of 2021. Economists had expected GDP growth would be unrevised at a rate of 5.2%.</p><p style=\"text-align: start;\">The economy, which grew at a 2.1% pace in the second quarter, has been expanding at a pace far above what Fed officials regard as the non-inflationary growth rate of around 1.8%. Momentum, however, appears to have faded in the final three months of the year as consumer spending takes a breather.</p><p style=\"text-align: start;\">Growth is also expected to be restrained by a wider trade deficit and slower pace of inventory building relative to the third quarter.</p><p style=\"text-align: start;\">But the growth pace likely remains enough to fend off a recession, with retail sales unexpectedly rising in November and single-family housing starts and building permits scaling 1-1/2-year highs. Growth estimates for the fourth quarter range from as low as a 1.1% rate to as high as a 2.7% pace.</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":"1100377429","content_text":"US Gross domestic product increased at a 4.9% annualized rate last quarter, revised down from the previously reported 5.2% pace, the Commerce Department's Bureau of Economic Analysis (BEA) said in its third estimate of third-quarter GDP.It was still the fastest pace of expansion since the fourth quarter of 2021. Economists had expected GDP growth would be unrevised at a rate of 5.2%.The economy, which grew at a 2.1% pace in the second quarter, has been expanding at a pace far above what Fed officials regard as the non-inflationary growth rate of around 1.8%. Momentum, however, appears to have faded in the final three months of the year as consumer spending takes a breather.Growth is also expected to be restrained by a wider trade deficit and slower pace of inventory building relative to the third quarter.But the growth pace likely remains enough to fend off a recession, with retail sales unexpectedly rising in November and single-family housing starts and building permits scaling 1-1/2-year highs. Growth estimates for the fourth quarter range from as low as a 1.1% rate to as high as a 2.7% pace.","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254879385399536,"gmtCreate":1703240072410,"gmtModify":1703240531281,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Riot is btc mining, trader's favourite, upside&nbsp;","listText":"Riot is btc mining, trader's favourite, upside&nbsp;","text":"Riot is btc mining, trader's favourite, upside","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254879385399536","repostId":"2393108242","repostType":4,"repost":{"id":"2393108242","pubTimestamp":1703258947,"share":"https://www.laohu8.com/m/news/2393108242?lang=&edition=full","pubTime":"2023-12-22 23:29","market":"us","language":"en","title":"7 Stocks You’ll Regret Not Buying Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=2393108242","media":"InvestorPlace","summary":"These are the undervalued stocks to buy and represent fundamentally strong companies that will create value.","content":"<html><head></head><body><p>There’s plenty of reason to look for stocks to buy before we enter 2024. The S&amp;P 500 index has trended higher by almost 25% this year. It’s difficult to talk about targets for the next year, but I believe the markets will remain in an uptrend as multiple rate cuts are possible. Expansionary policies will not only stimulate economic growth but also inject liquidity into the financial system.</p><p>As a basic screening, I have looked at stocks to buy that are trading at a valuation gap. This includes growth stocks and blue-chip stocks. In my view, a portfolio of these stocks can potentially deliver 30% to 50% returns over the next 12 months. Further, these stocks are worth holding beyond this initial time horizon.</p><h2 id=\"id_2512798093\">Newmont Corporation (NEM)</h2><p><strong>Newmont Corporation</strong> (NYSE: <strong><u>NEM</u></strong>) is one of the more interesting stocks to buy as it has trended higher by 15% in the last month.</p><p>However, if we look at the 12-month chart, NEM stock is has delivered negative returns of 8%. With gold trading near $2,050 an ounce, it’s a good time to buy NEM stock for a bigger rally in the coming quarters. A dividend yield of 3.89% adds to the attractiveness.</p><p>With an investment grade balance sheet, Newmont has solidified its position as one of the largest gold miners. Further, the company has quality assets that are likely to ensure stable production into the 2040s. With prospects of multiple rate cuts in 2024, the rally for gold might have just started. It would not surprise me with a 30% to 40% rally for this blue-chip stock next year.</p><p>For Q3 2023, Newmont reported operating cash flow of $1 billion. If gold continues to trend higher, Newmont is positioned to report annual OCF of more than $5 billion in 2024. Cash flow upside will also be supported by the acquisition of Newcrest Mining. Strong cash flows would also imply healthy dividend growth.</p><h2 id=\"id_3071115457\">Li Auto (LI)</h2><p>Earlier this year, <strong>Li Auto</strong> (NASDAQ: <strong><u>LI</u></strong>) traded at highs of $47.3. However, with a profit booking driven correction, the stock is trading at $35. I believe this is one of the more intriguing stocks to buy, and I expect LI stock to double from current levels next year.</p><p>It’s worth mentioning that Li Auto commands a market valuation of $34.3 billion. However, the company holds cash of $12.13 billion as of Q3 2023. Further, in the last quarter, Li Auto reported free cash flow of $1.8 billion. Ultimately, valuations are based on cash flows and from that perspective, Li Auto seems significantly undervalued.</p><p>Further, with the company having a strong cash buffer, aggressive investment in retail expansion will support growth. The regular launch of new models is another catalyst. Early next year, Li MEGA will be launched and will support deliveries growth. The company is also planning overseas expansion with the first market likely to be the Middle-East.</p><h2 id=\"id_2782350093\">Riot Platforms (RIOT)</h2><p>There is a sense of missing out on the rally with <strong>Riot Platforms</strong> (NASDAQ: <strong><u>RIOT</u></strong>) stock having surged by almost 400% for year-to-date.</p><p>I want to point out the fact that RIOT stock was trading above $70 when <strong>Bitcoin</strong> (<strong><u>BTC-USD</u></strong>) made highs in 2021. It’s very likely that the cryptocurrency will make new highs next year and RIOT is one of the best crypto stocks to buy and a potential multi-bagger from current levels.</p><p>Of course, Bitcoin trending higher is not the only reason to like Riot Platforms. The company has strong fundamentals and is pursuing aggressive growth plans. In the next 12 to 24 months, Riot is positioned for stellar revenue and cash flow growth.</p><p>To put things into perspective, Riot has cash and digital assets worth $600 million. The company intends to use this cash buffer for aggressive mining capacity expansion. By the end of the year, Riot expects to achieve capacity of 12.3EH/s. Further, by the end of 2025, capacity should surge to 38.1EH/s. This will translate into robust cash flow growth assuming Bitcoin remains in an uptrend.</p><h2 id=\"id_3674175887\">Miniso Group (MNSO)</h2><p><strong>Miniso Group</strong> (NASDAQ: <strong><u>MNSO</u></strong>) stock had a rather sharp sell-off from recent highs of $29.9 to current levels of $19.9. This undervalued stock has a forward P/E ratio of 18.1, making it promising to buy.</p><p>In addition, the dividend yield of MNSO stock stands at an appealing 2%. Previous peaks for MNSO stock imply a potential 50% upside. There is a high probability of this occurring within the next 12 months.</p><p>For Q1 2024, Miniso reported healthy revenue growth of 36.7% on a year-on-year basis to $519.6 million. For the same period, the company’s adjusted EBITDA increased by 52.8% to $139 million. EBITDA margin expansion has been a big positive in the last few quarters.</p><p>It’s worth noting that Miniso continues to open new stores globally. As of September 2023, the company reported 6,115 stores, which was higher by 819 on a year-on-year basis. This is another factor that’s likely to support revenue growth besides an increase in average ticket size. With the initiation of dividends this year and share repurchase, there seems to be ample scope for value creation.</p><h2 id=\"id_3894725933\">Albemarle Corporation (ALB)</h2><p>I had maintained my view in the recent past that <strong>Albemarle Corporation</strong> (NYSE: <strong><u>ALB</u></strong>) stock is deeply oversold. The stock has witnessed a sharp rally of 16% in the last one month.</p><p>I expect the bullish momentum to sustain next year. ALB stock continues to trade at an attractive forward price-earnings ratio of 6.8, even after recent gains. ALB stock also offers a dividend yield of 1%.</p><p>During the year, the downside in ALB stock was driven by lower lithium prices. While the company still expects 30% to 35% sales growth, significant EBITDA margin contraction is on the cards. However, this factor is discounted in the stock.</p><p>Going forward, I expect lithium prices to stabilize and trend higher. Albemarle has ambitious lithium conversion capacity expansion plans. This will translate into healthy revenue growth and cash flow upside. Considering the company’s strong balance sheet, I expect potential acquisitions to support growth.</p><h2 id=\"id_2687186213\">Panasonic Holdings (PCRFY)</h2><p><strong>Panasonic Holdings</strong> (OTCMKTS: <strong><u>PCRFY</u></strong>) is among the nest stocks to buy now considering the valuations. PCRFY stock has remained almost sideways in the last 12 months and trades at a forward price-earnings ratio of 7.8.</p><p>Further, the stock offers an attractive dividend yield of 2.36%. It would not surprise me if it produced 30% to 50% total returns in the next 12 months.</p><p>The electric vehicle battery maker has ambitious growth plans through 2031. During this period, the company plans to quadruple EV battery capacity to 200GWh. This is one reason to be bullish on the stock. Revenue growth is likely to be healthy in the coming years.</p><p>By 2029, Panasonic is also targeting to produce solid-state batteries for drones. Of course, these are long term targets, but will have an impact on valuations. Further, being an innovator, I expect Panasonic to remain ahead of the curve even amidst competition.</p><h2 id=\"id_3834473304\">Chevron Corporation (CVX)</h2><p><strong>Chevron Corporation</strong> (NYSE: <strong><u>CVX</u></strong>) is my top oil and gas pick with the stock having declined by 10% in the last 12 months.</p><p>An investment grade balance sheet with robust cash flows is a major reason to like Chevron. To put things into perspective, Chevron reported operating cash flow of $9.7 billion for Q3 2023. With the recent acquisition of <strong>Hess Corporation</strong> (NYSE: <strong><u>HES</u></strong>), cash flows will swell further.</p><p>It’s not surprising that Chevron is targeting annual capital expenditure of $19 to $22 billion after they complete the acquisition. This will ensure that reserve replacement remains robust and the company continues to invest in the renewable energy segment.</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>7 Stocks You’ll Regret Not Buying Soon</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\">\n7 Stocks You’ll Regret Not Buying Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-22 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/12/7-stocks-youll-regret-not-buying-soon-december-edition/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There’s plenty of reason to look for stocks to buy before we enter 2024. The S&P 500 index has trended higher by almost 25% this year. It’s difficult to talk about targets for the next year, but I ...</p>\n\n<a href=\"https://investorplace.com/2023/12/7-stocks-youll-regret-not-buying-soon-december-edition/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4551":"寇图资本持仓","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","MNSO":"名创优品","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1023059493.AUD":"Blackrock World Mining A2 AUD-H","BK4099":"汽车制造商","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4548":"巴美列捷福持仓","LU1223083913.SGD":"Schroder ISF Global Gold A Acc SGD-H","ALB":"美国雅保","LU0122376428.USD":"贝莱德世界能源基金A2","LU1223082196.USD":"施罗德环球黄金A Acc","BK4201":"综合性石油与天然气企业","02015":"理想汽车-W","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4532":"文艺复兴科技持仓","LI":"理想汽车","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4109":"特种化学制品","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4534":"瑞士信贷持仓","LU0496367417.USD":"富兰克林黄金和贵金属A（acc）","RIOT":"Riot Platforms","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0823414478.USD":"法巴经典能源转换基金","BK4566":"资本集团","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","CVX":"雪佛龙","BK4114":"综合货品商店","BK4220":"综合零售","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","PCRFY":"松下","LU0266512127.USD":"摩根大通环球自然资源 A(acc)","BK4559":"巴菲特持仓","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0300736492.USD":"FRANKLIN NATURAL RESOURCES \"A\" (USD) INC","BK4550":"红杉资本持仓","LU0300736062.USD":"FRANKLIN NATURAL RESOURCES \"A\" (USD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4545":"锂电池","NEM":"纽曼矿业"},"source_url":"https://investorplace.com/2023/12/7-stocks-youll-regret-not-buying-soon-december-edition/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2393108242","content_text":"There’s plenty of reason to look for stocks to buy before we enter 2024. The S&P 500 index has trended higher by almost 25% this year. It’s difficult to talk about targets for the next year, but I believe the markets will remain in an uptrend as multiple rate cuts are possible. Expansionary policies will not only stimulate economic growth but also inject liquidity into the financial system.As a basic screening, I have looked at stocks to buy that are trading at a valuation gap. This includes growth stocks and blue-chip stocks. In my view, a portfolio of these stocks can potentially deliver 30% to 50% returns over the next 12 months. Further, these stocks are worth holding beyond this initial time horizon.Newmont Corporation (NEM)Newmont Corporation (NYSE: NEM) is one of the more interesting stocks to buy as it has trended higher by 15% in the last month.However, if we look at the 12-month chart, NEM stock is has delivered negative returns of 8%. With gold trading near $2,050 an ounce, it’s a good time to buy NEM stock for a bigger rally in the coming quarters. A dividend yield of 3.89% adds to the attractiveness.With an investment grade balance sheet, Newmont has solidified its position as one of the largest gold miners. Further, the company has quality assets that are likely to ensure stable production into the 2040s. With prospects of multiple rate cuts in 2024, the rally for gold might have just started. It would not surprise me with a 30% to 40% rally for this blue-chip stock next year.For Q3 2023, Newmont reported operating cash flow of $1 billion. If gold continues to trend higher, Newmont is positioned to report annual OCF of more than $5 billion in 2024. Cash flow upside will also be supported by the acquisition of Newcrest Mining. Strong cash flows would also imply healthy dividend growth.Li Auto (LI)Earlier this year, Li Auto (NASDAQ: LI) traded at highs of $47.3. However, with a profit booking driven correction, the stock is trading at $35. I believe this is one of the more intriguing stocks to buy, and I expect LI stock to double from current levels next year.It’s worth mentioning that Li Auto commands a market valuation of $34.3 billion. However, the company holds cash of $12.13 billion as of Q3 2023. Further, in the last quarter, Li Auto reported free cash flow of $1.8 billion. Ultimately, valuations are based on cash flows and from that perspective, Li Auto seems significantly undervalued.Further, with the company having a strong cash buffer, aggressive investment in retail expansion will support growth. The regular launch of new models is another catalyst. Early next year, Li MEGA will be launched and will support deliveries growth. The company is also planning overseas expansion with the first market likely to be the Middle-East.Riot Platforms (RIOT)There is a sense of missing out on the rally with Riot Platforms (NASDAQ: RIOT) stock having surged by almost 400% for year-to-date.I want to point out the fact that RIOT stock was trading above $70 when Bitcoin (BTC-USD) made highs in 2021. It’s very likely that the cryptocurrency will make new highs next year and RIOT is one of the best crypto stocks to buy and a potential multi-bagger from current levels.Of course, Bitcoin trending higher is not the only reason to like Riot Platforms. The company has strong fundamentals and is pursuing aggressive growth plans. In the next 12 to 24 months, Riot is positioned for stellar revenue and cash flow growth.To put things into perspective, Riot has cash and digital assets worth $600 million. The company intends to use this cash buffer for aggressive mining capacity expansion. By the end of the year, Riot expects to achieve capacity of 12.3EH/s. Further, by the end of 2025, capacity should surge to 38.1EH/s. This will translate into robust cash flow growth assuming Bitcoin remains in an uptrend.Miniso Group (MNSO)Miniso Group (NASDAQ: MNSO) stock had a rather sharp sell-off from recent highs of $29.9 to current levels of $19.9. This undervalued stock has a forward P/E ratio of 18.1, making it promising to buy.In addition, the dividend yield of MNSO stock stands at an appealing 2%. Previous peaks for MNSO stock imply a potential 50% upside. There is a high probability of this occurring within the next 12 months.For Q1 2024, Miniso reported healthy revenue growth of 36.7% on a year-on-year basis to $519.6 million. For the same period, the company’s adjusted EBITDA increased by 52.8% to $139 million. EBITDA margin expansion has been a big positive in the last few quarters.It’s worth noting that Miniso continues to open new stores globally. As of September 2023, the company reported 6,115 stores, which was higher by 819 on a year-on-year basis. This is another factor that’s likely to support revenue growth besides an increase in average ticket size. With the initiation of dividends this year and share repurchase, there seems to be ample scope for value creation.Albemarle Corporation (ALB)I had maintained my view in the recent past that Albemarle Corporation (NYSE: ALB) stock is deeply oversold. The stock has witnessed a sharp rally of 16% in the last one month.I expect the bullish momentum to sustain next year. ALB stock continues to trade at an attractive forward price-earnings ratio of 6.8, even after recent gains. ALB stock also offers a dividend yield of 1%.During the year, the downside in ALB stock was driven by lower lithium prices. While the company still expects 30% to 35% sales growth, significant EBITDA margin contraction is on the cards. However, this factor is discounted in the stock.Going forward, I expect lithium prices to stabilize and trend higher. Albemarle has ambitious lithium conversion capacity expansion plans. This will translate into healthy revenue growth and cash flow upside. Considering the company’s strong balance sheet, I expect potential acquisitions to support growth.Panasonic Holdings (PCRFY)Panasonic Holdings (OTCMKTS: PCRFY) is among the nest stocks to buy now considering the valuations. PCRFY stock has remained almost sideways in the last 12 months and trades at a forward price-earnings ratio of 7.8.Further, the stock offers an attractive dividend yield of 2.36%. It would not surprise me if it produced 30% to 50% total returns in the next 12 months.The electric vehicle battery maker has ambitious growth plans through 2031. During this period, the company plans to quadruple EV battery capacity to 200GWh. This is one reason to be bullish on the stock. Revenue growth is likely to be healthy in the coming years.By 2029, Panasonic is also targeting to produce solid-state batteries for drones. Of course, these are long term targets, but will have an impact on valuations. Further, being an innovator, I expect Panasonic to remain ahead of the curve even amidst competition.Chevron Corporation (CVX)Chevron Corporation (NYSE: CVX) is my top oil and gas pick with the stock having declined by 10% in the last 12 months.An investment grade balance sheet with robust cash flows is a major reason to like Chevron. To put things into perspective, Chevron reported operating cash flow of $9.7 billion for Q3 2023. With the recent acquisition of Hess Corporation (NYSE: HES), cash flows will swell further.It’s not surprising that Chevron is targeting annual capital expenditure of $19 to $22 billion after they complete the acquisition. This will ensure that reserve replacement remains robust and the company continues to invest in the renewable energy segment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214174397587560,"gmtCreate":1693328284533,"gmtModify":1693328292449,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Tesla upside plus Gbtc etf n btc boost tesla with its btc in its balance sheetl's assets #","listText":"Tesla upside plus Gbtc etf n btc boost tesla with its btc in its balance sheetl's assets #","text":"Tesla upside plus Gbtc etf n btc boost tesla with its btc in its balance sheetl's assets #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214174397587560","repostId":"2363449855","repostType":4,"repost":{"id":"2363449855","pubTimestamp":1693324157,"share":"https://www.laohu8.com/m/news/2363449855?lang=&edition=full","pubTime":"2023-08-29 23:49","market":"us","language":"en","title":"Is Tesla Stock on Its Way Back to $300?","url":"https://stock-news.laohu8.com/highlight/detail?id=2363449855","media":"Motley Fool","summary":"The electric vehicle leader's long-term strategy is giving investors a compelling chance to own the stock now.","content":"<html><head></head><body><h2 id=\"id_4040060303\" style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Several potential catalysts could boost Tesla&#39;s business and stock price over the long term.</p></li><li><p>One analyst views its Supercharger network as an underappreciated asset.</p></li></ul><p>Longtime <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> shareholders know how volatile its stock can be. After reaching its peak price of about $410 per share, it tumbled last year along with many other technology and growth stocks. </p><p>But shares have rebounded in 2023, nearly getting back to $300 per share in mid-July. After a month-long decline that took it back down to around $215, the stock is marching higher again. Telsa stock has jumped over 10% in the past week, and investors may be wondering if now is the time to get on board.</p><h2 id=\"id_906057616\">Investor sentiment</h2><p>Investor sentiment often drives Tesla&#39;s share price more than any business fundamentals. That&#39;s because much of the company&#39;s expected success has already been priced in. By traditional metrics, Tesla has long been valued at a premium. </p><p>The stock dropped in 2022 as the Federal Reserve quickly hiked interest rates to fight high inflation. But Tesla isn&#39;t a typical tech growth stock, either. It already generates massive amounts of cash and held more than $23 billion in cash and equivalents on its balance sheet as of the end of the second quarter with only about $1.5 billion in debt. That means higher interest rates won&#39;t sap a meaningful amount of earnings from its bottom line due to debt payments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e8aa4e03d182bfd4f341739bd087cc\" alt=\"Data and Image source: Tesla.\" title=\"Data and Image source: Tesla.\" tg-width=\"700\" tg-height=\"436\"/><span>Data and Image source: Tesla.</span></p><p>The chart above shows quarterly results for cash flow and net income. While those earnings -- as well as cash flow -- have been growing nicely, bullish investors see much more to come as Tesla opens new vehicle factories and continues to expand its energy business. </p><h2 id=\"id_1684146872\">Catalysts on the horizon</h2><p>Much of the downward movement in Tesla shares this year has come due to its vehicle pricing strategy. While net income did grow 20% year over year in the second quarter, that was from sales that jumped 47%. That&#39;s because the company has been cutting vehicle prices globally to boost its sales volumes. The pricing strategy resulted in Tesla&#39;s operating margin falling to 9.6% in the most recent quarter from 14.6% in the year-ago period. </p><p>Tesla CEO Elon Musk has been open about his pricing strategy. On the company&#39;s second-quarter investor conference call in July, he reiterated that his approach favors growth in sales volume over pricing for now. Musk believes that will pay off down the line when highly profitable options, potentially including autonomous driving software, are being bought by more customers. </p><p>Self-driving technology is only one of several potential catalysts on the horizon. Tesla also continues to expand its energy business. That segment already generated more than $1.5 billion in revenue in the second quarter. And the Cybertruck could start contributing meaningful revenue within a year. </p><p>Another revenue stream beginning to get noticed is Tesla&#39;s Supercharger network. The company has been signing deals with a growing number of EV makers to open up its supercharging network to non-Tesla vehicles. Wedbush analyst Dan Ives recently looked at the potential for the network and told clients he believes it will deliver $10 billion to $20 billion in annual revenues by 2030. </p><h2 id=\"id_1841020543\">Investing for the future</h2><p>Tesla stock remains richly valued based on its recent results and near-term expectations. But as recently departed CFO Zach Kirkhorn said on the quarterly call, the company&#39;s plan right now is to generate cash to fund its longer-term plans. That will hold back profit growth, but could pay off for investors in the long run. Kirkhorn stated of those longer-term investments, &#34;the portfolio of products and technologies that the technical teams are investing in right now, this is intense. It&#39;s intense in terms of investment. It&#39;s intense in terms of potential.&#34; </p><p>That kind of outlook is what could prompt investors to buy the stock now, and what could have it moving back to $300 per share and beyond. It remains an investment best suited for those with a long time horizon, however. </p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Tesla Stock on Its Way Back to $300?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Tesla Stock on Its Way Back to $300?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-29 23:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/08/29/is-tesla-stock-on-its-way-back-to-300/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSSeveral potential catalysts could boost Tesla's business and stock price over the long term.One analyst views its Supercharger network as an underappreciated asset.Longtime Tesla ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/29/is-tesla-stock-on-its-way-back-to-300/\">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","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://www.fool.com/investing/2023/08/29/is-tesla-stock-on-its-way-back-to-300/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2363449855","content_text":"KEY POINTSSeveral potential catalysts could boost Tesla's business and stock price over the long term.One analyst views its Supercharger network as an underappreciated asset.Longtime Tesla shareholders know how volatile its stock can be. After reaching its peak price of about $410 per share, it tumbled last year along with many other technology and growth stocks. But shares have rebounded in 2023, nearly getting back to $300 per share in mid-July. After a month-long decline that took it back down to around $215, the stock is marching higher again. Telsa stock has jumped over 10% in the past week, and investors may be wondering if now is the time to get on board.Investor sentimentInvestor sentiment often drives Tesla's share price more than any business fundamentals. That's because much of the company's expected success has already been priced in. By traditional metrics, Tesla has long been valued at a premium. The stock dropped in 2022 as the Federal Reserve quickly hiked interest rates to fight high inflation. But Tesla isn't a typical tech growth stock, either. It already generates massive amounts of cash and held more than $23 billion in cash and equivalents on its balance sheet as of the end of the second quarter with only about $1.5 billion in debt. That means higher interest rates won't sap a meaningful amount of earnings from its bottom line due to debt payments.Data and Image source: Tesla.The chart above shows quarterly results for cash flow and net income. While those earnings -- as well as cash flow -- have been growing nicely, bullish investors see much more to come as Tesla opens new vehicle factories and continues to expand its energy business. Catalysts on the horizonMuch of the downward movement in Tesla shares this year has come due to its vehicle pricing strategy. While net income did grow 20% year over year in the second quarter, that was from sales that jumped 47%. That's because the company has been cutting vehicle prices globally to boost its sales volumes. The pricing strategy resulted in Tesla's operating margin falling to 9.6% in the most recent quarter from 14.6% in the year-ago period. Tesla CEO Elon Musk has been open about his pricing strategy. On the company's second-quarter investor conference call in July, he reiterated that his approach favors growth in sales volume over pricing for now. Musk believes that will pay off down the line when highly profitable options, potentially including autonomous driving software, are being bought by more customers. Self-driving technology is only one of several potential catalysts on the horizon. Tesla also continues to expand its energy business. That segment already generated more than $1.5 billion in revenue in the second quarter. And the Cybertruck could start contributing meaningful revenue within a year. Another revenue stream beginning to get noticed is Tesla's Supercharger network. The company has been signing deals with a growing number of EV makers to open up its supercharging network to non-Tesla vehicles. Wedbush analyst Dan Ives recently looked at the potential for the network and told clients he believes it will deliver $10 billion to $20 billion in annual revenues by 2030. Investing for the futureTesla stock remains richly valued based on its recent results and near-term expectations. But as recently departed CFO Zach Kirkhorn said on the quarterly call, the company's plan right now is to generate cash to fund its longer-term plans. That will hold back profit growth, but could pay off for investors in the long run. Kirkhorn stated of those longer-term investments, \"the portfolio of products and technologies that the technical teams are investing in right now, this is intense. It's intense in terms of investment. It's intense in terms of potential.\" That kind of outlook is what could prompt investors to buy the stock now, and what could have it moving back to $300 per share and beyond. It remains an investment best suited for those with a long time horizon, however.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264205776142448,"gmtCreate":1705522813218,"gmtModify":1705522818322,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Nvidia cloud ai chip a trader n magnificent 7 favourite&nbsp;","listText":"Nvidia cloud ai chip a trader n magnificent 7 favourite&nbsp;","text":"Nvidia cloud ai chip a trader n magnificent 7 favourite","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264205776142448","repostId":"1167751965","repostType":4,"repost":{"id":"1167751965","pubTimestamp":1705503600,"share":"https://www.laohu8.com/m/news/1167751965?lang=&edition=full","pubTime":"2024-01-17 23:00","market":"us","language":"en","title":"Nvidia: Be Fearful When Others Are Greedy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1167751965","media":"Seeking Alpha","summary":"SummaryInvestor sentiment toward Nvidia remains bullish, but the stock has become more expensive, increasing the potential downside.Nvidia's position in the AI market is reminiscent of Intel's dominan","content":"<html><head></head><body><h2 id=\"id_135066100\" style=\"text-align: left;\">Summary</h2><ul style=\"\"><li><p>Investor sentiment toward Nvidia remains bullish, but the stock has become more expensive, increasing the potential downside.</p></li><li><p>Nvidia&#39;s position in the AI market is reminiscent of Intel&#39;s dominance in the data center, leaving room for competition to enter with similar products at lower prices.</p></li><li><p>The risk of losing market share and pricing power could drastically reduce Nvidia&#39;s revenue and earnings, despite the potential for further growth in the AI market.</p></li><li><p>Given Nvidia&#39;s excessive pricing and margins, and the ramp in competition from Intel and AMD, this downside risk has become much greater than any further upside after the 3x increase in total revenue.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d51d9ab95648a09e72e7a3cf3b2599ea\" alt=\"Justin Sullivan\" title=\"Justin Sullivan\" tg-width=\"750\" tg-height=\"505\"/><span>Justin Sullivan</span></p><h2 id=\"id_4120205707\" style=\"text-align: left;\">Investment Thesis</h2><p style=\"text-align: left;\">Even after an extraordinary rally to join the club of trillion-dollar market cap companies, it seems investor sentiment regarding Nvidia (NASDAQ:NVDA) remains very bullish, with some even claiming that the stock has only become cheaper.</p><p style=\"text-align: left;\">However, it has not. In absolute terms, the stock has only become more expensive (obviously), which means the possible downside has only become greater, arguably more so than the upside going forward, even despite the valuation at first sight not being excessive.</p><p style=\"text-align: left;\">One cannot predict how much demand Nvidia will see in the future for its chips. While, sure, the explosion of demand due to GAI has accelerated what was already a multiyear uptrend, investors do have to weigh the growth of AI (on one hand) against the competitive dynamics of a player with very high market share and pricing, which it has the risk of losing (on the other hand).</p><h2 id=\"id_820570108\" style=\"text-align: left;\">Background</h2><p style=\"text-align: left;\">To be sure, the thesis here isn&#39;t that Nvidia is necessarily overvalued or in a bubble. Given the explosion in sales and profits, since that is of course what the stock price reflects (with a certain multiple of sales and/or profits), it has indeed pretty much grown in line with these results. So already in previous coverage of the stock, I had conceded to being wrong about Nvidia: Nvidia: All Bets Are Off.</p><h2 id=\"id_3286423564\" style=\"text-align: left;\">History and Competitive Landscape</h2><p style=\"text-align: left;\">A while ago, Intel (INTC) CEO Pat Gelsinger said that, while he acknowledged Nvidia&#39;s success in this market, it was nevertheless the result of luck. To recap, AI is a highly parallelizable workload. As such, when it started gaining prevalence (since 2012), it was found to run faster on GPUs (originally created for gaming where many pixels need to be rendered simultaneously) than on the more general-purpose CPU. That&#39;s why Nvidia mostly benefited from the rise of AI rather than Intel.</p><p style=\"text-align: left;\">It wasn&#39;t until 2017, however, that Nvidia introduced the first deep learning-specific acceleration into its GPUs with its Tensor Cores. By that time, Intel too had already introduced the VNNI instruction into its Xeon Phi line-up (which was its many-core CPU at the time that competed against Nvidia in HPC) and had also acquired Nervana in 2016, the predecessor to its 2019 Habana acquisition that it currently positions as its competitive solution to Nvidia.</p><p style=\"text-align: left;\">In that regard, my own view would be that it has been a combination of luck and skill. While Nvidia clearly has strongly executed on its roadmap, Intel on the other hand stumbled (both with its own 10nm process, which caused the delay and reduced the competitiveness of practically all of its products, as well as by axing all Nervana development in favor of restarting with Habana) right as the demand for AI (hardware) first started meaningfully increasing around 2017.</p><p style=\"text-align: left;\">Besides Intel and AMD (AMD), which like Intel has also been late to launch a competitive product, there had also been a boom in AI chip start-ups. None of those has been very successful either. Lastly, many bigger companies also started developing their own chips with more mixed results, such as the Google (GOOG) TPU and Amazon (AMZN) Trainium and Inferentia.</p><h2 id=\"id_3218883224\" style=\"text-align: left;\">Implications</h2><p style=\"text-align: left;\">Nvidia&#39;s position in the AI market seems reminiscent of Intel in the data center up to about half a decade ago. Intel had the market completely for itself, as AMD was still in the midst of developing Epyc and getting some initial adoption. While this resulted in some criticism as Intel rolled out its highest-specced Xeons for $10k or even more at the time, arguably those dwarf in comparison to the pricing of Nvidia&#39;s latest H100 (and upcoming H200) series, which during this time of shortages has ballooned to tens of thousands of dollars (and probably was never less than $20k or so, to begin with). For comparison, TSMC (TSM) charges less than $20k for a N5-class wafer, which contains on the order of 70 chips.</p><p style=\"text-align: left;\">In my view, this means that Nvidia is leaving the market wide open for competition to enter with competitive (similarly performing) products at a potentially substantially reduced price. This is starting to happen from both AMD and Intel. Although many bulls have argued that Nvidia has a moat with its CUDA software, as Pat Gelsinger has said this is a shallow moat at best as software development mostly occurs in higher-level languages such as Python.</p><p style=\"text-align: left;\">Since for any rational business there is no fundamental reason to buy an Nvidia chip over a similarly performing (but much cheaper) Intel or AMD chip, this means that traditional competitive market dynamics at some point should kick in. This will most likely result in <em>both</em> market share and pricing power loss for Nvidia.</p><p style=\"text-align: left;\">From that view, investors should ask themselves if they would rather invest in a ~$200B or ~$1.35T company. Note that <em>both</em> companies, so also the smaller one, have more than enough resources to develop an AI chip. And since the power and performance characteristics of these chips are largely determined/limited by process technology, the resulting chips should indeed be quite similar (except for price). That is exactly what it seen in the market. In fact, since Intel&#39;s Gaudi series lacks traditional GPU functionality, the Gaudi chips are actually noticeably superior to their Nvidia competitor on the same process technology (see MLPerf).</p><p style=\"text-align: left;\">To use some concrete math, if Nvidia would lose half of its market share and had to reduce prices by half, then its revenue would drop by 75%. Note that Nvidia&#39;s margin is so high that reducing the price by 2x is still a very conservative scenario. If one treats these chips as commodities such as in the memory (DRAM/NAND) space (which arguably isn&#39;t all that far-fetched), then Nvidia&#39;s prices would literally have to drop by on the order of 10x. (Note that this estimate has been obtained by only considering the cost of the silicon chip, any other components such as the HBM memory and CoWoS packaging are neglected.)</p><p style=\"text-align: left;\">Ultimately, this is the kind of risk, which is far from unrealistic, that investors at least must consider, and then weigh this compared to any possible further upside that has <em>not</em> yet been baked into the stock price. Since being valued as a growth stock means there is already some considerable further increase in demand baked into the price, demand would have to surpass even these levels for the share price to increase anything <em>at all</em>.</p><h2 id=\"id_2288305640\" style=\"text-align: left;\">Additional Considerations</h2><p style=\"text-align: left;\">As stated, it is not possible to predict the future demand for AI hardware. Even if the risk thesis as described so far exactly plays out, there is still the possibility that the market might grow faster and/or become larger than any theoretical loss in revenue from lower prices and market share, as, for example, AMD has predicted at its event late last year. Also, similar to Intel, inertia would already go a long way towards preventing too sudden market share shifts.</p><p style=\"text-align: left;\">So, to recap some possible drivers of demand for investors to consider for themselves. One is the difference between training and inference. Training a model must be done only once, so the demand for training hardware likely has a quite finite limit. Nevertheless, the training workload is such that it could quite literally use an <em>unlimited</em> amount of computing power, since training the largest models on enormous amounts of data could take many months, and even then it would still be possible to further increase the amount of data and/or parameters.</p><p style=\"text-align: left;\">Hence, this likely has some implications with regard to price elasticity. For example, instead of companies buying a certain number of chips, instead, they might have a certain budget in dollars, and they might just buy as much chips as they can within that budget. So, if Nvidia would reduce the price by 2x, they might just buy 2x more GPUs.</p><p style=\"text-align: left;\">Note, though, that in this case, since even the largest clouds and big tech companies only have a finite budget, there should indeed be some upper limit on demand, and investors would have to answer why, besides the shortages, this limit would not have been reached yet in the wake of the ChatGPT hype, with Nvidia&#39;s run rate approaching $80B (which in terms of the total cost of a data center only represents spending on GPUs and networking), and instead would continue to grow considerably for years to come.</p><p style=\"text-align: left;\">On the other hand, and perhaps this is the answer to the previous question, while inference (using the trained model) is generally considered to be the main AI application in the long-term, it nevertheless has somewhat different compute requirements, as the computation cost of a single inference is generally much lower. Instead of training a model for months, in inference one requires results in seconds or milliseconds.</p><p style=\"text-align: left;\">This in turn means that it could be more suitable for other chips than GPUs, such as CPUs with on-chip accelerators. Intel has such hardware with its latest Xeon and Core Ultra server and client/edge CPUs. Indeed, inference in some/many cases/applications could simply happen on-device instead of on an expensive Nvidia GPU in the cloud.</p><h2 id=\"id_251675249\" style=\"text-align: left;\">Financial Discussion</h2><p style=\"text-align: left;\">As a reminder, the Nvidia rally started due to the guidance for $11B revenue in the (calendar) Q2 2023 quarter, up from around $7B. Since then, the revenue has surged to over $18B in the most recently reported quarter, with guidance for $20B in Q4, implying a tripling in revenue in just a few quarters. Given its extremely high margins, EPS has similarly surged from ~$1 to ~$4 (which has allowed the stock to quadruple without changing the valuation multiple).</p><p style=\"text-align: left;\">The fact that basically all this (additional) revenue and profit is generated in/from the data center also shows both the data center revenue TAM expansion as well as the increase in revenue market share, as just a few years ago basically the vast majority of the data center silicon logic market was captured by Intel.</p><p style=\"text-align: left;\">The forward estimate is for over $90B in revenue in 2024. While this is very large in dollar terms, unlike anything even Intel reported when it still had a CPU monopoly (Intel&#39;s highest was on the order of $30B data center revenue, which included its telco networking business), in terms of units this would correspond to roughly 2 million H100/H200s at a price of $40k per unit. This is an ASP (average selling price) that is on the order of 40x larger than either AMD or Intel. This means Intel will actually still sell a lot more silicon into the data center (millions of Xeons each quarter), just at a much lower price.</p><p style=\"text-align: left;\">While bulls may see this disparity in ASP between both as Nvidia&#39;s crowning achievement, for more sceptical investors this should present one large red flag. As a monopolist, Nvidia enjoys an absolute pricing power, which has resulted in prices very far from having any relation to the actual cost of goods sold of the hardware. As mentioned, Nvidia could likely drop its prices by 10x and still end up with margins in line or above the industry. Clearly, selling 2 million H100/H200s at $4k per unit would provide a very different financial picture. Although, as also discussed there could be some price elasticity considerations in that case, as Nvidia would then probably sell a lot more of those $4k chips.</p><h2 id=\"id_1643248076\" style=\"text-align: left;\">Valuation</h2><p style=\"text-align: left;\">The valuation is a $1.35T market cap. Based on Q4 guidance of $20B revenue and analyst expectation of $4.5 EPS, this represents a valuation of 17x P/S and 30x P/E. This is not excessively expensive given the supposed further growth through 2024, catching up from the shortages. While 17x P/S normally should be considered expensive, the fact that EPS is only a 30x multiple again shows its extremely high margins.</p><p style=\"text-align: left;\">In the picture of the overall thesis, the main point here hasn&#39;t been that the stock is overvalued, it is rather the risk that Nvidia is currently capitalizing as basically the only scaled supplier of chips powering the LLM/AI explosion. So as more suppliers (read: Intel and AMD) ramp their competitive products, more healthy market dynamics should kick in, forcing prices downwards and reducing Nvidia&#39;s market share. Both (for now hypothetical) trends would drastically reduce revenue and earnings going forward. <em>It is only then that the stock would become expensive.</em></p><p style=\"text-align: left;\">So even if demand for these AI chips/workloads increases further in the years ahead, in principle confirming the thesis that AI is and remains a growth opportunity, this potential scenario could nevertheless mean that Nvidia&#39;s revenue might be near an all-time/long-term high. This is similar to what has been discussed in the All-In podcast.</p><p style=\"text-align: left;\">In essence, the question is how to bring Nvidia&#39;s monopolistic position into the valuation, with some of the scenarios ranging from maintaining market share and pricing power (which given the billions of dollars Nvidia&#39;s current customers could potentially save by switching suppliers seems very unlikely), to seeing a dramatic decline in both, so something in between.</p><h2 id=\"id_2379261893\" style=\"text-align: left;\">Risks</h2><p style=\"text-align: left;\">Besides the risks (for both bull and bear cases) already discussed, given that Nvidia has been in supply constraint, at least some of the future growth is already pretty much locked in. Nevertheless, this still does not rule out the possibility of a correction in demand later.</p><p style=\"text-align: left;\">Secondly, one of the main arguments is that Nvidia does not have a moat since/and chips for AI are basically commodities. While this might be the case to approximation, factors such as inertia could still prevent quick market share swings.</p><h2 id=\"id_3807732764\" style=\"text-align: left;\">Why Would Chips Be Commodities?</h2><p style=\"text-align: left;\">In extension of the previous risk section, a major part of this thesis hinges on the statement that AI chips should to at least some extent be considered commodities, where healthy competition between multiple vendors is possible, which obviously has major implications on the possible margins that can be obtained in this market.</p><p style=\"text-align: left;\">This might be a bit of a more controversial statement, since after all chip design often takes many years and millions up to hundreds of millions of dollars. In addition, aspects should as programmability also require a development burden. Indeed, these observations alone clearly indicate that it can&#39;t be a pure commodity.</p><p style=\"text-align: left;\">The main argument is that AI is a highly parallel workload. It is basically just pure (repetitive) math, for which hardware capability is measured in operations per second (OPS). This means that the base unit (the equivalent of a single core in a multi-core CPU) is a very simple core, which is then repeated a gazillion times in order to create a large, powerful chip. So while the details may be a bit more complicated, there really isn&#39;t much room for differentiation since the goal is simply to obtain as many TOPS (Tera-OPS) as possible. As discussed, both AMD and Intel by now have launched very similarly performing chips.</p><p style=\"text-align: left;\">Also note that this idea of a small core (&#34;cell&#34;) is quite similar to the main commodity market in semiconductors, which is memory and storage. In memory, a small memory cell is indeed also repeated a gazillion times. While, again, the details may be a bit more complicated (for example, in NAND there are things like controllers), there really isn&#39;t much level for differentiation, at least not beyond the process technology level.</p><p style=\"text-align: left;\">Overall, with reported price tags ranging from $20-40k per chip, even if this includes things like HBM and a PCB, in the CPU space not too long ago $4-8k (about a 5-10x lower price) already would have been considered very expensive even for the most high-end chips. Again, there is no fundamental technology in an AI chip that warrants such an excessive premium (compared to already premium-priced CPUs). In fact, as just argued CPUs are actually more advanced than GPUs/NPUs (since a single CPU core is orders larger than one GPU/NPU core).</p><h2 id=\"id_3160269734\" style=\"text-align: left;\">Investor Takeaway</h2><p style=\"text-align: left;\">Be fearful when others are greedy. Various anecdotal reports keep surfacing from people considering Nvidia to be cheaper than it was before its rally, and hence, keep buying Nvidia at the current price. However, with a $1.35T market cap, Nvidia is far from cheap in absolute terms.</p><p style=\"text-align: left;\">The main warning is that using forward estimates as gospel entails serious risks, and as discussed regarding Nvidia and the LLM hype, these risks are very legitimate. Note that risk could simply mean an unknown, and indeed, even before any other considerations, there are many unknowns regarding the evolution of AI hardware demand. While, granted, in the bull case the potential demand for AI computation/hardware is virtually limitless, there are nevertheless various economic constraints and realities. With revenue already in the tens of billions of dollars, this is charting into the unknown of what has ever been seen before in the data center market, never mind any further upside.</p><p style=\"text-align: left;\">Nevertheless, that is exactly what is required to capture investor-grade returns going forward. So as discussed, with legitimate competition from both Intel and AMD seriously ramping up, and no moat (having debunked the CUDA myth) that would fundamentally prevent competitors from taking market share, nor any real possible differentiation that would in principle prevent prices from going to the bottom, Nvidia&#39;s margins at the end of the day are simply too high for this not to be a real and large concern. There <em>is simply nothing at all in Nvidia&#39;s chips that warrants the excessive prices/margins that it asks its customers.</em> The only logical expectation is for natural competitive market dynamics to kick in, to Nvidia&#39;s shareholders&#39; large detriment, with the first signs of this indeed becoming visible from AMD and Intel.</p><p style=\"text-align: left;\">Investors who feel lucky (as Pat Gelsinger has argued) might buy Nvidia based on the case of ever-growing demand and miraculously maintaining market share and pricing power. But any rational and risk-aware investor should probably avoid the stock based on too many unknowns, uncertainties, and risks of a stock with a very elevated valuation.</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>Nvidia: Be Fearful When Others Are Greedy?</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\">\nNvidia: Be Fearful When Others Are Greedy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-17 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4663197-nvidia-be-fearful-when-others-are-greedy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryInvestor sentiment toward Nvidia remains bullish, but the stock has become more expensive, increasing the potential downside.Nvidia's position in the AI market is reminiscent of Intel's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4663197-nvidia-be-fearful-when-others-are-greedy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4663197-nvidia-be-fearful-when-others-are-greedy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1167751965","content_text":"SummaryInvestor sentiment toward Nvidia remains bullish, but the stock has become more expensive, increasing the potential downside.Nvidia's position in the AI market is reminiscent of Intel's dominance in the data center, leaving room for competition to enter with similar products at lower prices.The risk of losing market share and pricing power could drastically reduce Nvidia's revenue and earnings, despite the potential for further growth in the AI market.Given Nvidia's excessive pricing and margins, and the ramp in competition from Intel and AMD, this downside risk has become much greater than any further upside after the 3x increase in total revenue.Justin SullivanInvestment ThesisEven after an extraordinary rally to join the club of trillion-dollar market cap companies, it seems investor sentiment regarding Nvidia (NASDAQ:NVDA) remains very bullish, with some even claiming that the stock has only become cheaper.However, it has not. In absolute terms, the stock has only become more expensive (obviously), which means the possible downside has only become greater, arguably more so than the upside going forward, even despite the valuation at first sight not being excessive.One cannot predict how much demand Nvidia will see in the future for its chips. While, sure, the explosion of demand due to GAI has accelerated what was already a multiyear uptrend, investors do have to weigh the growth of AI (on one hand) against the competitive dynamics of a player with very high market share and pricing, which it has the risk of losing (on the other hand).BackgroundTo be sure, the thesis here isn't that Nvidia is necessarily overvalued or in a bubble. Given the explosion in sales and profits, since that is of course what the stock price reflects (with a certain multiple of sales and/or profits), it has indeed pretty much grown in line with these results. So already in previous coverage of the stock, I had conceded to being wrong about Nvidia: Nvidia: All Bets Are Off.History and Competitive LandscapeA while ago, Intel (INTC) CEO Pat Gelsinger said that, while he acknowledged Nvidia's success in this market, it was nevertheless the result of luck. To recap, AI is a highly parallelizable workload. As such, when it started gaining prevalence (since 2012), it was found to run faster on GPUs (originally created for gaming where many pixels need to be rendered simultaneously) than on the more general-purpose CPU. That's why Nvidia mostly benefited from the rise of AI rather than Intel.It wasn't until 2017, however, that Nvidia introduced the first deep learning-specific acceleration into its GPUs with its Tensor Cores. By that time, Intel too had already introduced the VNNI instruction into its Xeon Phi line-up (which was its many-core CPU at the time that competed against Nvidia in HPC) and had also acquired Nervana in 2016, the predecessor to its 2019 Habana acquisition that it currently positions as its competitive solution to Nvidia.In that regard, my own view would be that it has been a combination of luck and skill. While Nvidia clearly has strongly executed on its roadmap, Intel on the other hand stumbled (both with its own 10nm process, which caused the delay and reduced the competitiveness of practically all of its products, as well as by axing all Nervana development in favor of restarting with Habana) right as the demand for AI (hardware) first started meaningfully increasing around 2017.Besides Intel and AMD (AMD), which like Intel has also been late to launch a competitive product, there had also been a boom in AI chip start-ups. None of those has been very successful either. Lastly, many bigger companies also started developing their own chips with more mixed results, such as the Google (GOOG) TPU and Amazon (AMZN) Trainium and Inferentia.ImplicationsNvidia's position in the AI market seems reminiscent of Intel in the data center up to about half a decade ago. Intel had the market completely for itself, as AMD was still in the midst of developing Epyc and getting some initial adoption. While this resulted in some criticism as Intel rolled out its highest-specced Xeons for $10k or even more at the time, arguably those dwarf in comparison to the pricing of Nvidia's latest H100 (and upcoming H200) series, which during this time of shortages has ballooned to tens of thousands of dollars (and probably was never less than $20k or so, to begin with). For comparison, TSMC (TSM) charges less than $20k for a N5-class wafer, which contains on the order of 70 chips.In my view, this means that Nvidia is leaving the market wide open for competition to enter with competitive (similarly performing) products at a potentially substantially reduced price. This is starting to happen from both AMD and Intel. Although many bulls have argued that Nvidia has a moat with its CUDA software, as Pat Gelsinger has said this is a shallow moat at best as software development mostly occurs in higher-level languages such as Python.Since for any rational business there is no fundamental reason to buy an Nvidia chip over a similarly performing (but much cheaper) Intel or AMD chip, this means that traditional competitive market dynamics at some point should kick in. This will most likely result in both market share and pricing power loss for Nvidia.From that view, investors should ask themselves if they would rather invest in a ~$200B or ~$1.35T company. Note that both companies, so also the smaller one, have more than enough resources to develop an AI chip. And since the power and performance characteristics of these chips are largely determined/limited by process technology, the resulting chips should indeed be quite similar (except for price). That is exactly what it seen in the market. In fact, since Intel's Gaudi series lacks traditional GPU functionality, the Gaudi chips are actually noticeably superior to their Nvidia competitor on the same process technology (see MLPerf).To use some concrete math, if Nvidia would lose half of its market share and had to reduce prices by half, then its revenue would drop by 75%. Note that Nvidia's margin is so high that reducing the price by 2x is still a very conservative scenario. If one treats these chips as commodities such as in the memory (DRAM/NAND) space (which arguably isn't all that far-fetched), then Nvidia's prices would literally have to drop by on the order of 10x. (Note that this estimate has been obtained by only considering the cost of the silicon chip, any other components such as the HBM memory and CoWoS packaging are neglected.)Ultimately, this is the kind of risk, which is far from unrealistic, that investors at least must consider, and then weigh this compared to any possible further upside that has not yet been baked into the stock price. Since being valued as a growth stock means there is already some considerable further increase in demand baked into the price, demand would have to surpass even these levels for the share price to increase anything at all.Additional ConsiderationsAs stated, it is not possible to predict the future demand for AI hardware. Even if the risk thesis as described so far exactly plays out, there is still the possibility that the market might grow faster and/or become larger than any theoretical loss in revenue from lower prices and market share, as, for example, AMD has predicted at its event late last year. Also, similar to Intel, inertia would already go a long way towards preventing too sudden market share shifts.So, to recap some possible drivers of demand for investors to consider for themselves. One is the difference between training and inference. Training a model must be done only once, so the demand for training hardware likely has a quite finite limit. Nevertheless, the training workload is such that it could quite literally use an unlimited amount of computing power, since training the largest models on enormous amounts of data could take many months, and even then it would still be possible to further increase the amount of data and/or parameters.Hence, this likely has some implications with regard to price elasticity. For example, instead of companies buying a certain number of chips, instead, they might have a certain budget in dollars, and they might just buy as much chips as they can within that budget. So, if Nvidia would reduce the price by 2x, they might just buy 2x more GPUs.Note, though, that in this case, since even the largest clouds and big tech companies only have a finite budget, there should indeed be some upper limit on demand, and investors would have to answer why, besides the shortages, this limit would not have been reached yet in the wake of the ChatGPT hype, with Nvidia's run rate approaching $80B (which in terms of the total cost of a data center only represents spending on GPUs and networking), and instead would continue to grow considerably for years to come.On the other hand, and perhaps this is the answer to the previous question, while inference (using the trained model) is generally considered to be the main AI application in the long-term, it nevertheless has somewhat different compute requirements, as the computation cost of a single inference is generally much lower. Instead of training a model for months, in inference one requires results in seconds or milliseconds.This in turn means that it could be more suitable for other chips than GPUs, such as CPUs with on-chip accelerators. Intel has such hardware with its latest Xeon and Core Ultra server and client/edge CPUs. Indeed, inference in some/many cases/applications could simply happen on-device instead of on an expensive Nvidia GPU in the cloud.Financial DiscussionAs a reminder, the Nvidia rally started due to the guidance for $11B revenue in the (calendar) Q2 2023 quarter, up from around $7B. Since then, the revenue has surged to over $18B in the most recently reported quarter, with guidance for $20B in Q4, implying a tripling in revenue in just a few quarters. Given its extremely high margins, EPS has similarly surged from ~$1 to ~$4 (which has allowed the stock to quadruple without changing the valuation multiple).The fact that basically all this (additional) revenue and profit is generated in/from the data center also shows both the data center revenue TAM expansion as well as the increase in revenue market share, as just a few years ago basically the vast majority of the data center silicon logic market was captured by Intel.The forward estimate is for over $90B in revenue in 2024. While this is very large in dollar terms, unlike anything even Intel reported when it still had a CPU monopoly (Intel's highest was on the order of $30B data center revenue, which included its telco networking business), in terms of units this would correspond to roughly 2 million H100/H200s at a price of $40k per unit. This is an ASP (average selling price) that is on the order of 40x larger than either AMD or Intel. This means Intel will actually still sell a lot more silicon into the data center (millions of Xeons each quarter), just at a much lower price.While bulls may see this disparity in ASP between both as Nvidia's crowning achievement, for more sceptical investors this should present one large red flag. As a monopolist, Nvidia enjoys an absolute pricing power, which has resulted in prices very far from having any relation to the actual cost of goods sold of the hardware. As mentioned, Nvidia could likely drop its prices by 10x and still end up with margins in line or above the industry. Clearly, selling 2 million H100/H200s at $4k per unit would provide a very different financial picture. Although, as also discussed there could be some price elasticity considerations in that case, as Nvidia would then probably sell a lot more of those $4k chips.ValuationThe valuation is a $1.35T market cap. Based on Q4 guidance of $20B revenue and analyst expectation of $4.5 EPS, this represents a valuation of 17x P/S and 30x P/E. This is not excessively expensive given the supposed further growth through 2024, catching up from the shortages. While 17x P/S normally should be considered expensive, the fact that EPS is only a 30x multiple again shows its extremely high margins.In the picture of the overall thesis, the main point here hasn't been that the stock is overvalued, it is rather the risk that Nvidia is currently capitalizing as basically the only scaled supplier of chips powering the LLM/AI explosion. So as more suppliers (read: Intel and AMD) ramp their competitive products, more healthy market dynamics should kick in, forcing prices downwards and reducing Nvidia's market share. Both (for now hypothetical) trends would drastically reduce revenue and earnings going forward. It is only then that the stock would become expensive.So even if demand for these AI chips/workloads increases further in the years ahead, in principle confirming the thesis that AI is and remains a growth opportunity, this potential scenario could nevertheless mean that Nvidia's revenue might be near an all-time/long-term high. This is similar to what has been discussed in the All-In podcast.In essence, the question is how to bring Nvidia's monopolistic position into the valuation, with some of the scenarios ranging from maintaining market share and pricing power (which given the billions of dollars Nvidia's current customers could potentially save by switching suppliers seems very unlikely), to seeing a dramatic decline in both, so something in between.RisksBesides the risks (for both bull and bear cases) already discussed, given that Nvidia has been in supply constraint, at least some of the future growth is already pretty much locked in. Nevertheless, this still does not rule out the possibility of a correction in demand later.Secondly, one of the main arguments is that Nvidia does not have a moat since/and chips for AI are basically commodities. While this might be the case to approximation, factors such as inertia could still prevent quick market share swings.Why Would Chips Be Commodities?In extension of the previous risk section, a major part of this thesis hinges on the statement that AI chips should to at least some extent be considered commodities, where healthy competition between multiple vendors is possible, which obviously has major implications on the possible margins that can be obtained in this market.This might be a bit of a more controversial statement, since after all chip design often takes many years and millions up to hundreds of millions of dollars. In addition, aspects should as programmability also require a development burden. Indeed, these observations alone clearly indicate that it can't be a pure commodity.The main argument is that AI is a highly parallel workload. It is basically just pure (repetitive) math, for which hardware capability is measured in operations per second (OPS). This means that the base unit (the equivalent of a single core in a multi-core CPU) is a very simple core, which is then repeated a gazillion times in order to create a large, powerful chip. So while the details may be a bit more complicated, there really isn't much room for differentiation since the goal is simply to obtain as many TOPS (Tera-OPS) as possible. As discussed, both AMD and Intel by now have launched very similarly performing chips.Also note that this idea of a small core (\"cell\") is quite similar to the main commodity market in semiconductors, which is memory and storage. In memory, a small memory cell is indeed also repeated a gazillion times. While, again, the details may be a bit more complicated (for example, in NAND there are things like controllers), there really isn't much level for differentiation, at least not beyond the process technology level.Overall, with reported price tags ranging from $20-40k per chip, even if this includes things like HBM and a PCB, in the CPU space not too long ago $4-8k (about a 5-10x lower price) already would have been considered very expensive even for the most high-end chips. Again, there is no fundamental technology in an AI chip that warrants such an excessive premium (compared to already premium-priced CPUs). In fact, as just argued CPUs are actually more advanced than GPUs/NPUs (since a single CPU core is orders larger than one GPU/NPU core).Investor TakeawayBe fearful when others are greedy. Various anecdotal reports keep surfacing from people considering Nvidia to be cheaper than it was before its rally, and hence, keep buying Nvidia at the current price. However, with a $1.35T market cap, Nvidia is far from cheap in absolute terms.The main warning is that using forward estimates as gospel entails serious risks, and as discussed regarding Nvidia and the LLM hype, these risks are very legitimate. Note that risk could simply mean an unknown, and indeed, even before any other considerations, there are many unknowns regarding the evolution of AI hardware demand. While, granted, in the bull case the potential demand for AI computation/hardware is virtually limitless, there are nevertheless various economic constraints and realities. With revenue already in the tens of billions of dollars, this is charting into the unknown of what has ever been seen before in the data center market, never mind any further upside.Nevertheless, that is exactly what is required to capture investor-grade returns going forward. So as discussed, with legitimate competition from both Intel and AMD seriously ramping up, and no moat (having debunked the CUDA myth) that would fundamentally prevent competitors from taking market share, nor any real possible differentiation that would in principle prevent prices from going to the bottom, Nvidia's margins at the end of the day are simply too high for this not to be a real and large concern. There is simply nothing at all in Nvidia's chips that warrants the excessive prices/margins that it asks its customers. The only logical expectation is for natural competitive market dynamics to kick in, to Nvidia's shareholders' large detriment, with the first signs of this indeed becoming visible from AMD and Intel.Investors who feel lucky (as Pat Gelsinger has argued) might buy Nvidia based on the case of ever-growing demand and miraculously maintaining market share and pricing power. But any rational and risk-aware investor should probably avoid the stock based on too many unknowns, uncertainties, and risks of a stock with a very elevated valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947103488,"gmtCreate":1682628232645,"gmtModify":1682628236742,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Tesla Adas upside, Nvidia ai upside&nbsp;","listText":"Tesla Adas upside, Nvidia ai upside&nbsp;","text":"Tesla Adas upside, Nvidia ai upside","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9947103488","repostId":"1195060225","repostType":2,"repost":{"id":"1195060225","pubTimestamp":1682608762,"share":"https://www.laohu8.com/m/news/1195060225?lang=&edition=full","pubTime":"2023-04-27 23:19","market":"us","language":"en","title":"3 Stocks That Could Be Worth More Than Berkshire Hathaway by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=1195060225","media":"Motley Fool","summary":"KEY POINTSA recent downturn has pushed Tesla's market cap below Berkshire Hathaway, but the world's ","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>A recent downturn has pushed Tesla&#39;s market cap below Berkshire Hathaway, but the world&#39;s shift toward electric vehicles could propel Tesla back into the lead.</p></li><li><p>For Moderna to overtake Berkshire Hathaway, the biotech company will need a major breakthrough -- which some of its leaders say is on the way.</p></li><li><p>Nvidia has already surpassed Berkshire Hathaway once. To do it again, it will rely on the exploding demand for its cutting-edge processors.</p></li></ul><p>Before you know it, these three companies might surpass Berkshire Hathaway.</p><p><strong>Berkshire</strong> <strong>Hathaway</strong> is an enormous company. With a market capitalization topping $717 billion, Berkshire Hathaway ranks fifth on the list of largest American companies by market cap.</p><p>And while Berkshire has been a staple of the top 10 dating back to 2009, many companies have overtaken Berkshire during the last 14 years.</p><p>Let&#39;s have a look at three companies I think are poised to surpass Berkshire over the next seven years: <a href=\"https://laohu8.com/S/TSLA\">Tesla </a>, <a href=\"https://laohu8.com/S/MRNA\">Moderna </a>, and <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a>.</p><h2 style=\"text-align: start;\">1. <a href=\"https://laohu8.com/S/TSLA\">Tesla</a></h2><p style=\"text-align: start;\">First things first: Tesla has surpassed Berkshire Hathaway&#39;s market cap once before. Between 2020 and 2022, Tesla&#39;s market cap exceeded Berkshire&#39;s. However, at the moment, Berkshire is worth roughly $200 billion more than Tesla.</p><p style=\"text-align: start;\">Yet, I think Tesla can stage a comeback. The company is ramping up production and slashing prices, all part of its effort to become the world&#39;s largest automaker. Analysts expect Tesla to produce around 1.8 million vehicles in 2023 and 2.35 million in 2024. If that happens, Tesla could crack the top 10 in global auto sales by 2024. </p><p>What&#39;s more, Tesla has several exciting new models and features on the horizon. The first Tesla Semis rolled off the line in late 2022, and production of the Cybertruck is set to start in the coming months. Similarly, some analysts think Tesla&#39;s autonomous driving technology could be a game changer, leading to a thriving robotaxi business.</p><p style=\"text-align: start;\">At any rate, I believe Tesla has enough gas in the tank to easily make up the gap on Berkshire and surpass it by 2030.</p><h2 style=\"text-align: start;\">2. <a href=\"https://laohu8.com/S/MRNA\">Moderna</a></h2><p>For my second pick, I&#39;m swinging for the fences with a long shot to surpass Berkshire Hathaway. Moderna is a biotech company that most people know for its COVID-19 vaccine. </p><p style=\"text-align: start;\">However, the company&#39;s messenger RNA therapeutics and vaccines can potentially be used to treat other diseases. In fact, Moderna&#39;s chief medical officer, Dr. Paul Burton, recently noted that the company aims to produce vaccines targeting cancer, heart disease, and other serious diseases by 2030. If that prediction comes true, expect Moderna shares to skyrocket.</p><p style=\"text-align: start;\">And Moderna shares will need to skyrocket if the company&#39;s market cap is going to exceed Berkshire Hathaway&#39;s. Today, Moderna has a market cap of $52.8 billion, ranking No. 304 among American companies. To catch Berkshire, Moderna would need to grow 14 times. That&#39;s a big ask, but effective treatments for life-threatening diseases like cancer and heart disease would be a game changer, not just for the company -- but for the world.</p><p style=\"text-align: start;\">However, at present, those treatments remain out of reach, meaning Moderna will have to rely on other products to drive its revenue and earnings. Financially, the company remains healthy, with $18.9 billion in revenue and $9.4 billion in operating income over the last 12 months. Yet, with sales of its COVID vaccine waning, analysts expect revenue to decline by 60% in 2023 and a further 15% in 2024. </p><p style=\"text-align: start;\">Needless to say, owning Moderna isn&#39;t for everyone. Like a power hitter at the plate, Moderna is swinging for the fences. Sometimes those hitters blast it out of the park; other times, they strike out.</p><h2 style=\"text-align: start;\">3. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></h2><p>My final pick is another company that also surpassed Berkshire Hathaway&#39;s market cap in the not-so-distant past: Nvidia.</p><p style=\"text-align: start;\">The maker of advanced graphics and mobile processors sported a market cap of more than $800 billion as recently as 2021. And, as of this writing, Nvidia&#39;s $658 billion market cap trails Berkshire by &#34;only&#34; $59 billion. </p><p style=\"text-align: start;\">How could Nvidia get over the hump? The growing importance of artificial intelligence (AI) is likely to do it. Nvidia&#39;s processors are sought out for use in the supercomputers behind much of the world&#39;s cutting-edge AI. Moreover, Nvidia&#39;s automotive unit boasts impressive momentum, bolstered by automakers keen to perfect reliable autonomous driving.</p><p style=\"text-align: start;\">Yet, if Nvidia has an Achilles&#39; heel, it&#39;s the company&#39;s rich valuation. With a price-to-earnings multiple above 150, investors must pay up for Nvidia&#39;s future growth. However, there&#39;s simply too much to like about Nvidia&#39;s growth prospects to ignore. Investors willing to buy and hold can still build a position in the name -- as long as they&#39;re willing to ride out the inevitable volatility that comes with this tech giant.</p></body></html>","source":"fool_stock","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>3 Stocks That Could Be Worth More Than Berkshire Hathaway by 2030</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\">\n3 Stocks That Could Be Worth More Than Berkshire Hathaway by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-27 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/27/3-stocks-that-could-be-worth-more-than-berkshire-h/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSA recent downturn has pushed Tesla's market cap below Berkshire Hathaway, but the world's shift toward electric vehicles could propel Tesla back into the lead.For Moderna to overtake ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/27/3-stocks-that-could-be-worth-more-than-berkshire-h/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MRNA":"Moderna, Inc.","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2023/04/27/3-stocks-that-could-be-worth-more-than-berkshire-h/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195060225","content_text":"KEY POINTSA recent downturn has pushed Tesla's market cap below Berkshire Hathaway, but the world's shift toward electric vehicles could propel Tesla back into the lead.For Moderna to overtake Berkshire Hathaway, the biotech company will need a major breakthrough -- which some of its leaders say is on the way.Nvidia has already surpassed Berkshire Hathaway once. To do it again, it will rely on the exploding demand for its cutting-edge processors.Before you know it, these three companies might surpass Berkshire Hathaway.Berkshire Hathaway is an enormous company. With a market capitalization topping $717 billion, Berkshire Hathaway ranks fifth on the list of largest American companies by market cap.And while Berkshire has been a staple of the top 10 dating back to 2009, many companies have overtaken Berkshire during the last 14 years.Let's have a look at three companies I think are poised to surpass Berkshire over the next seven years: Tesla , Moderna , and Nvidia .1. TeslaFirst things first: Tesla has surpassed Berkshire Hathaway's market cap once before. Between 2020 and 2022, Tesla's market cap exceeded Berkshire's. However, at the moment, Berkshire is worth roughly $200 billion more than Tesla.Yet, I think Tesla can stage a comeback. The company is ramping up production and slashing prices, all part of its effort to become the world's largest automaker. Analysts expect Tesla to produce around 1.8 million vehicles in 2023 and 2.35 million in 2024. If that happens, Tesla could crack the top 10 in global auto sales by 2024. What's more, Tesla has several exciting new models and features on the horizon. The first Tesla Semis rolled off the line in late 2022, and production of the Cybertruck is set to start in the coming months. Similarly, some analysts think Tesla's autonomous driving technology could be a game changer, leading to a thriving robotaxi business.At any rate, I believe Tesla has enough gas in the tank to easily make up the gap on Berkshire and surpass it by 2030.2. ModernaFor my second pick, I'm swinging for the fences with a long shot to surpass Berkshire Hathaway. Moderna is a biotech company that most people know for its COVID-19 vaccine. However, the company's messenger RNA therapeutics and vaccines can potentially be used to treat other diseases. In fact, Moderna's chief medical officer, Dr. Paul Burton, recently noted that the company aims to produce vaccines targeting cancer, heart disease, and other serious diseases by 2030. If that prediction comes true, expect Moderna shares to skyrocket.And Moderna shares will need to skyrocket if the company's market cap is going to exceed Berkshire Hathaway's. Today, Moderna has a market cap of $52.8 billion, ranking No. 304 among American companies. To catch Berkshire, Moderna would need to grow 14 times. That's a big ask, but effective treatments for life-threatening diseases like cancer and heart disease would be a game changer, not just for the company -- but for the world.However, at present, those treatments remain out of reach, meaning Moderna will have to rely on other products to drive its revenue and earnings. Financially, the company remains healthy, with $18.9 billion in revenue and $9.4 billion in operating income over the last 12 months. Yet, with sales of its COVID vaccine waning, analysts expect revenue to decline by 60% in 2023 and a further 15% in 2024. Needless to say, owning Moderna isn't for everyone. Like a power hitter at the plate, Moderna is swinging for the fences. Sometimes those hitters blast it out of the park; other times, they strike out.3. NvidiaMy final pick is another company that also surpassed Berkshire Hathaway's market cap in the not-so-distant past: Nvidia.The maker of advanced graphics and mobile processors sported a market cap of more than $800 billion as recently as 2021. And, as of this writing, Nvidia's $658 billion market cap trails Berkshire by \"only\" $59 billion. How could Nvidia get over the hump? The growing importance of artificial intelligence (AI) is likely to do it. Nvidia's processors are sought out for use in the supercomputers behind much of the world's cutting-edge AI. Moreover, Nvidia's automotive unit boasts impressive momentum, bolstered by automakers keen to perfect reliable autonomous driving.Yet, if Nvidia has an Achilles' heel, it's the company's rich valuation. With a price-to-earnings multiple above 150, investors must pay up for Nvidia's future growth. However, there's simply too much to like about Nvidia's growth prospects to ignore. Investors willing to buy and hold can still build a position in the name -- as long as they're willing to ride out the inevitable volatility that comes with this tech giant.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202112834400392,"gmtCreate":1690350553361,"gmtModify":1690351586813,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Fed Powell Conference today n hike end game&nbsp;","listText":"Fed Powell Conference today n hike end game&nbsp;","text":"Fed Powell Conference today n hike end game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/202112834400392","repostId":"1129611681","repostType":2,"repost":{"id":"1129611681","pubTimestamp":1690330850,"share":"https://www.laohu8.com/m/news/1129611681?lang=&edition=full","pubTime":"2023-07-26 08:20","market":"us","language":"en","title":"Fed Set to Raise Rates to 22-Year High and Decide If It's Done Hiking","url":"https://stock-news.laohu8.com/highlight/detail?id=1129611681","media":"bloomberg","summary":"July FOMC statement guidance is likely to be same as June’sPowell’s press conference will provide clues on another hikeFederal Reservepolicymakers are poised to hike interest rates to the highest leve","content":"<html><head></head><body><ul><li><p>July FOMC statement guidance is likely to be same as June’s</p></li><li><p>Powell’s press conference will provide clues on another hike</p></li></ul><p>Federal Reserve policymakers are poised to hike interest rates to the highest level in 22 years, while retaining a tightening bias that signals the possibility of an additional move later in the year.</p><p>The Federal Open Market Committee is expected to raise rates a quarter point to the 5.25% to 5.5% range, an 11th increase since early 2022. It will release the decision at 2 p.m. in Washington. Chair Jerome Powell will hold a press conference 30 minutes later.</p><p>Investors will be listening for clues from Powell about how determined the central bank is to raise again in 2023. With inflation pressures diminishing last month, investors see Wednesday’s decision as almost certain but expect no additional increases, while the FOMC in June penciled in a final hike later in the year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47d7c34d501ea08e29640c05616e782e\" tg-width=\"652\" tg-height=\"395\"/></p><p>“They will be leaving all options open,” said Veronica Clark, an economist at Citigroup Inc. “They will certainly stay cautious after only a couple of months of softer inflation data which is not enough for them to be convinced the job is done.”</p><p>A July hike would follow a pause in June that was intended to slow the pace of increases as they approach a level believed to be restrictive enough to return inflation to their 2% target over time. Still, Powell and other policymakers will want to sound resolute to avoid recurrences of surging prices.</p><p>“They want to avoid the mistakes of the 1970s and ’80s when they took their foot off the brake prematurely,” said Kathy Bostjancic, chief economist at Nationwide Life Insurance Co.</p><blockquote><strong>What Bloomberg Economics Says...</strong></blockquote><blockquote>“With recent economic data seemingly bolstering the chances of a soft landing, the FOMC is unlikely to rock the boat. Powell will adopt a wait-and-see approach, signaling a skip at the September meeting – a skip that we believe will turn into an extended pause.”</blockquote><blockquote>— Anna Wong, chief US economist</blockquote><blockquote>For full note, <u><a href=\"https://www.bloomberg.com/news/terminal/RYCZ2KT0AFB4\" title=\"US PREVIEW: FOMC to Hike, Signal Next Move Will Be a ‘Skip’ (1)\" target=\"_blank\" class=\"Link_link-tVkXhPLPofs- inline-flex\">click here</a></u></blockquote><h3 id=\"id_2921443575\">FOMC Statement</h3><p>The statement is likely to leave in place its guidance that hints at possible “additional policy firming.” It’s also likely to continue to describe economic growth as “modest,” despite mostly upbeat data ahead of Thursday’s gross domestic product release. The committee could debate whether to acknowledge recent inflation progress or simply say it remains elevated.</p><p>Following the failure of three US banks, the committee has included a statement of confidence in the banking industry, describing it as “sound and resilient.” With stresses having diminished, the committee could debate dropping that statement as no longer necessary, say Deutsche Bank AG economists.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bb744de8fb9eac9f6942830e722e158\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p><h3 id=\"id_1315356883\">Dissents</h3><p>Powell has maintained a strong consensus on the committee, with the last dissent in June 2022. That record of no dissents is very likely to continue.</p><h3 id=\"id_1911313186\">Press Conference</h3><p>Powell will be asked in the press briefing whether the FOMC’s forecast in the June “dot plot” in the Summary of Economic Projections calling for another hike is still intact, in light of better-than-expected inflation news in June.</p><p>“The question after the meeting is, do they go again?” said Vincent Reinhart, chief economist at Dreyfus and Mellon who previously spent more than two decades working at the Fed. “You listen at this meeting to see how much Powell at the press conference embraces the Summary of Economic Projections or puts some distance in.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2744bdbcd5690043e3b29e42f3b04e8\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p><p>Powell will also be asked his assessment of the latest consumer price reading, which showed the annual rate of inflation dropping to 3%. If he is leaning toward another hike, he might want to downplay the importance of a favorable report. The Fed is focused on a separate measure of inflation, based on personal consumption.</p><p>While Powell has said he sees a narrow path for a <u><a href=\"https://www.bloomberg.com/news/articles/2023-07-23/us-economic-soft-landing-hinges-on-fed-s-tolerance-of-inflation\" title=\"soft landing\" class=\"Link_link-tVkXhPLPofs-\">soft landing</a></u>, the Fed staff has predicted a US recession, according to minutes of recent FOMC meetings. With recent signs of a resilient economy, the chair is likely to be pressed on his view and whether the staff is still in the recession camp.</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>Fed Set to Raise Rates to 22-Year High and Decide If It's Done Hiking</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\">\nFed Set to Raise Rates to 22-Year High and Decide If It's Done Hiking\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-26 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-07-25/a-guide-to-the-fed-s-interest-rate-decision-hike-with-options-for-more><strong>bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>July FOMC statement guidance is likely to be same as June’sPowell’s press conference will provide clues on another hikeFederal Reserve policymakers are poised to hike interest rates to the highest ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-07-25/a-guide-to-the-fed-s-interest-rate-decision-hike-with-options-for-more\">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://www.bloomberg.com/news/articles/2023-07-25/a-guide-to-the-fed-s-interest-rate-decision-hike-with-options-for-more","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129611681","content_text":"July FOMC statement guidance is likely to be same as June’sPowell’s press conference will provide clues on another hikeFederal Reserve policymakers are poised to hike interest rates to the highest level in 22 years, while retaining a tightening bias that signals the possibility of an additional move later in the year.The Federal Open Market Committee is expected to raise rates a quarter point to the 5.25% to 5.5% range, an 11th increase since early 2022. It will release the decision at 2 p.m. in Washington. Chair Jerome Powell will hold a press conference 30 minutes later.Investors will be listening for clues from Powell about how determined the central bank is to raise again in 2023. With inflation pressures diminishing last month, investors see Wednesday’s decision as almost certain but expect no additional increases, while the FOMC in June penciled in a final hike later in the year.“They will be leaving all options open,” said Veronica Clark, an economist at Citigroup Inc. “They will certainly stay cautious after only a couple of months of softer inflation data which is not enough for them to be convinced the job is done.”A July hike would follow a pause in June that was intended to slow the pace of increases as they approach a level believed to be restrictive enough to return inflation to their 2% target over time. Still, Powell and other policymakers will want to sound resolute to avoid recurrences of surging prices.“They want to avoid the mistakes of the 1970s and ’80s when they took their foot off the brake prematurely,” said Kathy Bostjancic, chief economist at Nationwide Life Insurance Co.What Bloomberg Economics Says...“With recent economic data seemingly bolstering the chances of a soft landing, the FOMC is unlikely to rock the boat. Powell will adopt a wait-and-see approach, signaling a skip at the September meeting – a skip that we believe will turn into an extended pause.”— Anna Wong, chief US economistFor full note, click hereFOMC StatementThe statement is likely to leave in place its guidance that hints at possible “additional policy firming.” It’s also likely to continue to describe economic growth as “modest,” despite mostly upbeat data ahead of Thursday’s gross domestic product release. The committee could debate whether to acknowledge recent inflation progress or simply say it remains elevated.Following the failure of three US banks, the committee has included a statement of confidence in the banking industry, describing it as “sound and resilient.” With stresses having diminished, the committee could debate dropping that statement as no longer necessary, say Deutsche Bank AG economists.DissentsPowell has maintained a strong consensus on the committee, with the last dissent in June 2022. That record of no dissents is very likely to continue.Press ConferencePowell will be asked in the press briefing whether the FOMC’s forecast in the June “dot plot” in the Summary of Economic Projections calling for another hike is still intact, in light of better-than-expected inflation news in June.“The question after the meeting is, do they go again?” said Vincent Reinhart, chief economist at Dreyfus and Mellon who previously spent more than two decades working at the Fed. “You listen at this meeting to see how much Powell at the press conference embraces the Summary of Economic Projections or puts some distance in.”Powell will also be asked his assessment of the latest consumer price reading, which showed the annual rate of inflation dropping to 3%. If he is leaning toward another hike, he might want to downplay the importance of a favorable report. The Fed is focused on a separate measure of inflation, based on personal consumption.While Powell has said he sees a narrow path for a soft landing, the Fed staff has predicted a US recession, according to minutes of recent FOMC meetings. With recent signs of a resilient economy, the chair is likely to be pressed on his view and whether the staff is still in the recession camp.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196674239807704,"gmtCreate":1689057033898,"gmtModify":1689057038220,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Nio turn corner&nbsp;","listText":"Nio turn corner&nbsp;","text":"Nio turn corner","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196674239807704","repostId":"2350557161","repostType":2,"repost":{"id":"2350557161","pubTimestamp":1689055473,"share":"https://www.laohu8.com/m/news/2350557161?lang=&edition=full","pubTime":"2023-07-11 14:04","market":"us","language":"en","title":"Nio Stock Remains a \"Show Me\" Story, Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2350557161","media":"Markets Insider","summary":"The good times are back for Nio (NYSE:NIO). The shares have gained almost 40% over the past month boosted by a nice bounce for deliveries in June, ...","content":"<html><head></head><body><p>The good times are back for <a href=\"https://laohu8.com/S/NIO\">Nio</a>. The shares have gained almost 40% over the past month boosted by a nice bounce for deliveries in June, which marked a turnaround after months of declining sales.</p><p style=\"text-align: start;\">According to the latest data checks from Morgan Stanley analyst Tim Hsiao, considering the visits made to Nio’s stores in major Chinese cities last month, that is not all that surprising.</p><p style=\"text-align: start;\">On the back of the official respective launches on May 24 and June 15 of new models of ES6 and ET5 touring, consumers have been heading to the stores to get an in-depth look at what’s on offer. The data shows that foot traffic in NIO’s flagship stores in tier 1 cities rose by ~10% month-over-month in June. In terms of absolute volume, foot traffic has surpassed the levels reached toward the end of last October, the highest they have been over the past nine months.</p><p style=\"text-align: start;\">Hsiao has also held talks with salespeople at the stores, and they have indicated that, in June, all models saw “solid sequential growth.” The strength was driven by the all-new ES6 and ET5 series, which combined represented ~80% of all orders. While their contributions weren’t as big, the ES8 and EC7 also registered “exponential growth.”</p><p style=\"text-align: start;\">According to a number of salespeople, the overall new order intake nearly doubled in June to reach 18-20K units. That’s the highest level it has been at since the official launch of the ET5 last September. In the last week of June (June 26 – July 2), Nio delivered 4,100 units, amounting to a 29% week-over-week increase and representing a year-to-date peak.  </p><p>Despite the recent uptick, Nio hasn’t done quite as well as some of its peers recently, a situation that might be about to change, although Hsiao thinks Nio still remains a ‘show-me’ stock until there is further proof of execution.</p><p style=\"text-align: start;\">“Following startup peer, XPeng’s outperformance in the past few weeks, we look for laggards, like NIO, to gain traction,” Hsiao wrote. “That said, it would take a few more rounds of guidance ‘meet or beat’ to fully restore market confidence in NIO, in our view.”</p><p style=\"text-align: start;\">All told, Hsiao reiterated an Overweight (i.e., Buy) rating on the shares along with a $12 price target, implying the stock will deliver returns of 11% over the coming months.</p><p style=\"text-align: start;\">On Wall Street, 6 analysts join Hsiao in the bull camp and with an additional 4 Holds, the stock receives a Moderate Buy consensus rating. It looks like most think the shares are currently fairly valued; the $10.33 average target suggests they will stay rangebound for the foreseeable future.</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>Nio Stock Remains a \"Show Me\" Story, Says Morgan Stanley</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\">\nNio Stock Remains a \"Show Me\" Story, Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-11 14:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/nio-stock-remains-a-show-me-story-says-morgan-stanley-1032435858><strong>Markets Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The good times are back for Nio. The shares have gained almost 40% over the past month boosted by a nice bounce for deliveries in June, which marked a turnaround after months of declining sales....</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/nio-stock-remains-a-show-me-story-says-morgan-stanley-1032435858\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://markets.businessinsider.com/news/stocks/nio-stock-remains-a-show-me-story-says-morgan-stanley-1032435858","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2350557161","content_text":"The good times are back for Nio. The shares have gained almost 40% over the past month boosted by a nice bounce for deliveries in June, which marked a turnaround after months of declining sales.According to the latest data checks from Morgan Stanley analyst Tim Hsiao, considering the visits made to Nio’s stores in major Chinese cities last month, that is not all that surprising.On the back of the official respective launches on May 24 and June 15 of new models of ES6 and ET5 touring, consumers have been heading to the stores to get an in-depth look at what’s on offer. The data shows that foot traffic in NIO’s flagship stores in tier 1 cities rose by ~10% month-over-month in June. In terms of absolute volume, foot traffic has surpassed the levels reached toward the end of last October, the highest they have been over the past nine months.Hsiao has also held talks with salespeople at the stores, and they have indicated that, in June, all models saw “solid sequential growth.” The strength was driven by the all-new ES6 and ET5 series, which combined represented ~80% of all orders. While their contributions weren’t as big, the ES8 and EC7 also registered “exponential growth.”According to a number of salespeople, the overall new order intake nearly doubled in June to reach 18-20K units. That’s the highest level it has been at since the official launch of the ET5 last September. In the last week of June (June 26 – July 2), Nio delivered 4,100 units, amounting to a 29% week-over-week increase and representing a year-to-date peak.  Despite the recent uptick, Nio hasn’t done quite as well as some of its peers recently, a situation that might be about to change, although Hsiao thinks Nio still remains a ‘show-me’ stock until there is further proof of execution.“Following startup peer, XPeng’s outperformance in the past few weeks, we look for laggards, like NIO, to gain traction,” Hsiao wrote. “That said, it would take a few more rounds of guidance ‘meet or beat’ to fully restore market confidence in NIO, in our view.”All told, Hsiao reiterated an Overweight (i.e., Buy) rating on the shares along with a $12 price target, implying the stock will deliver returns of 11% over the coming months.On Wall Street, 6 analysts join Hsiao in the bull camp and with an additional 4 Holds, the stock receives a Moderate Buy consensus rating. It looks like most think the shares are currently fairly valued; the $10.33 average target suggests they will stay rangebound for the foreseeable future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952412314,"gmtCreate":1674872396339,"gmtModify":1676538964119,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Tesla upside with mid March cybertruck, ramp up facility, leading edge adas + fans","listText":"Tesla upside with mid March cybertruck, ramp up facility, leading edge adas + fans","text":"Tesla upside with mid March cybertruck, ramp up facility, leading edge adas + fans","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9952412314","repostId":"2306400111","repostType":2,"repost":{"id":"2306400111","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":1674862926,"share":"https://www.laohu8.com/m/news/2306400111?lang=&edition=full","pubTime":"2023-01-28 07:42","market":"us","language":"en","title":"Tesla Has Become One of the Hottest Stock-Option Trades on Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2306400111","media":"Dow Jones","summary":"Speculators' love of wagering on Tesla Inc. has propelled Elon Musk's electric-vehicle maker into on","content":"<html><head></head><body><p>Speculators&#39; love of wagering on Tesla Inc. has propelled Elon Musk&#39;s electric-vehicle maker into one of the hottest stock-option trades on Wall Street.</p><p>Friday was the  busiest day on record for Tesla traders: 7.2 million contracts were exchanged, according to Cboe Global Markets data, breaking the previous record of 5.2 million contracts set earlier this month and accounting for nearly 13% of all options trading.</p><p>Activity in Tesla options has surged in recent months. Nearly three million contracts now change hands on an average day, up from 1.5 million a year ago and more than any other stock. Only wagers on the SPDR S&amp;P 500 ETF outpace those on Tesla.</p><p>On Friday, traders cashed out of bets that Tesla shares would breach $175 by the end of the day, taking advantage of a burgeoning trend of using ultrashort-dated options to turbocharge wagers.</p><p>Tesla options trading surpassed volumes tied to the Invesco QQQ exchange-traded fund -- which tracks Nasdaq-100 stocks -- in December for the first time in nearly two years. And it edged out trading in Apple Inc. options on a sustained basis in July, a notable feat for the S&amp;P 500&#39;s now sixth-largest company by market cap to leapfrog the leader.</p><p>Many of the biggest longstanding bets on Tesla are lottery-ticket trades requiring statistically improbable moves to pay out. For instance, the largest stake is for Tesla shares to hit $825 per share within 12 months, double their previous record high of $409.97. That would require a more than fourfold surge from Friday&#39;s close of $177.90.</p><p>Traders buying those contracts are &#34;almost evangelical in their belief in Tesla, its technology, and to a certain extent, Elon Musk,&#34; said Steve Sosnick, chief strategist at Interactive Brokers Group Inc. &#34;Tesla is unique -- it attracts so many speculators because of its cultlike following.&#34;</p><p>Once valued at more than $1.2 trillion, Tesla shares have cratered 61% from their peak in late 2021 before the Federal Reserve began raising interest rates. Growing competition from other auto makers, Mr. Musk&#39;s split-brained focus on Twitter Inc., and waning Chinese demand have shaken confidence. Mr. Musk&#39;s sale of tens of billions of dollars of shares hasn&#39;t helped, either.</p><p>Tesla has become one of the most polarizing stocks on Wall Street, attracting equal numbers of enthusiastic supporters and outspoken critics. Both sides have turned to derivatives in droves to express their views: Bulls who say the company is a game-changer are betting on extreme upside scenarios, while bears who say the stock is wildly overvalued bet that the share price will plunge.</p><p>&#34;Tesla is perpetually the most active single-stock option at our firm,&#34; said Mr. Sosnick.</p><p>Traders have shelled out nearly $700 billion on options tied to Tesla since the start of 2022, more than any other stock or exchange-traded fund. Only index-level bets on the S&amp;P 500 received more cash.</p><p>Bullish call options give traders the right, though not the obligation, to buy shares at a stated price by a certain date, while bearish put options grant the right to sell. The options market as a whole has boomed in recent years. Trading activity set another record last year, with more than 41 million contracts changing hands on an average day.</p><p>Of course, fervor tied to Tesla isn&#39;t limited to options. Although individual investors have largely lost their appetite for buying the dip in tech stocks, they continue to scoop up Tesla shares. Although still down sharply from its high, the stock has rallied 44% in January.</p><p>The propensity to bet wildly on Tesla accelerated amid the company&#39;s fourth-quarter earnings report, which was posted after Wednesday&#39;s closing bell.</p><p>Options traders predicted a nearly 13% swing -- higher or lower -- in the shares in the session following the report. Although that would have marked their biggest one-day move in more than a year, similar swings have become common after Tesla&#39;s results.</p><p>The stock rose 24% over Thursday and Friday -- the S&amp;P 500&#39;s best performer both days -- after posting record profits, sending the stock to its best week since 2013. Even after that bump, the most ambitious options bettors remain far from being able to cash in.</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 Has Become One of the Hottest Stock-Option Trades on Wall Street</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 Has Become One of the Hottest Stock-Option Trades on Wall Street\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\">2023-01-28 07:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Speculators&#39; love of wagering on Tesla Inc. has propelled Elon Musk&#39;s electric-vehicle maker into one of the hottest stock-option trades on Wall Street.</p><p>Friday was the  busiest day on record for Tesla traders: 7.2 million contracts were exchanged, according to Cboe Global Markets data, breaking the previous record of 5.2 million contracts set earlier this month and accounting for nearly 13% of all options trading.</p><p>Activity in Tesla options has surged in recent months. Nearly three million contracts now change hands on an average day, up from 1.5 million a year ago and more than any other stock. Only wagers on the SPDR S&amp;P 500 ETF outpace those on Tesla.</p><p>On Friday, traders cashed out of bets that Tesla shares would breach $175 by the end of the day, taking advantage of a burgeoning trend of using ultrashort-dated options to turbocharge wagers.</p><p>Tesla options trading surpassed volumes tied to the Invesco QQQ exchange-traded fund -- which tracks Nasdaq-100 stocks -- in December for the first time in nearly two years. And it edged out trading in Apple Inc. options on a sustained basis in July, a notable feat for the S&amp;P 500&#39;s now sixth-largest company by market cap to leapfrog the leader.</p><p>Many of the biggest longstanding bets on Tesla are lottery-ticket trades requiring statistically improbable moves to pay out. For instance, the largest stake is for Tesla shares to hit $825 per share within 12 months, double their previous record high of $409.97. That would require a more than fourfold surge from Friday&#39;s close of $177.90.</p><p>Traders buying those contracts are &#34;almost evangelical in their belief in Tesla, its technology, and to a certain extent, Elon Musk,&#34; said Steve Sosnick, chief strategist at Interactive Brokers Group Inc. &#34;Tesla is unique -- it attracts so many speculators because of its cultlike following.&#34;</p><p>Once valued at more than $1.2 trillion, Tesla shares have cratered 61% from their peak in late 2021 before the Federal Reserve began raising interest rates. Growing competition from other auto makers, Mr. Musk&#39;s split-brained focus on Twitter Inc., and waning Chinese demand have shaken confidence. Mr. Musk&#39;s sale of tens of billions of dollars of shares hasn&#39;t helped, either.</p><p>Tesla has become one of the most polarizing stocks on Wall Street, attracting equal numbers of enthusiastic supporters and outspoken critics. Both sides have turned to derivatives in droves to express their views: Bulls who say the company is a game-changer are betting on extreme upside scenarios, while bears who say the stock is wildly overvalued bet that the share price will plunge.</p><p>&#34;Tesla is perpetually the most active single-stock option at our firm,&#34; said Mr. Sosnick.</p><p>Traders have shelled out nearly $700 billion on options tied to Tesla since the start of 2022, more than any other stock or exchange-traded fund. Only index-level bets on the S&amp;P 500 received more cash.</p><p>Bullish call options give traders the right, though not the obligation, to buy shares at a stated price by a certain date, while bearish put options grant the right to sell. The options market as a whole has boomed in recent years. Trading activity set another record last year, with more than 41 million contracts changing hands on an average day.</p><p>Of course, fervor tied to Tesla isn&#39;t limited to options. Although individual investors have largely lost their appetite for buying the dip in tech stocks, they continue to scoop up Tesla shares. Although still down sharply from its high, the stock has rallied 44% in January.</p><p>The propensity to bet wildly on Tesla accelerated amid the company&#39;s fourth-quarter earnings report, which was posted after Wednesday&#39;s closing bell.</p><p>Options traders predicted a nearly 13% swing -- higher or lower -- in the shares in the session following the report. Although that would have marked their biggest one-day move in more than a year, similar swings have become common after Tesla&#39;s results.</p><p>The stock rose 24% over Thursday and Friday -- the S&amp;P 500&#39;s best performer both days -- after posting record profits, sending the stock to its best week since 2013. Even after that bump, the most ambitious options bettors remain far from being able to cash in.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT 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","BK4581":"高盛持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4551":"寇图资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","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","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","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","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","LU0823414478.USD":"法巴经典能源转换基金","BK4550":"红杉资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","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","BK4574":"无人驾驶"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306400111","content_text":"Speculators' love of wagering on Tesla Inc. has propelled Elon Musk's electric-vehicle maker into one of the hottest stock-option trades on Wall Street.Friday was the  busiest day on record for Tesla traders: 7.2 million contracts were exchanged, according to Cboe Global Markets data, breaking the previous record of 5.2 million contracts set earlier this month and accounting for nearly 13% of all options trading.Activity in Tesla options has surged in recent months. Nearly three million contracts now change hands on an average day, up from 1.5 million a year ago and more than any other stock. Only wagers on the SPDR S&P 500 ETF outpace those on Tesla.On Friday, traders cashed out of bets that Tesla shares would breach $175 by the end of the day, taking advantage of a burgeoning trend of using ultrashort-dated options to turbocharge wagers.Tesla options trading surpassed volumes tied to the Invesco QQQ exchange-traded fund -- which tracks Nasdaq-100 stocks -- in December for the first time in nearly two years. And it edged out trading in Apple Inc. options on a sustained basis in July, a notable feat for the S&P 500's now sixth-largest company by market cap to leapfrog the leader.Many of the biggest longstanding bets on Tesla are lottery-ticket trades requiring statistically improbable moves to pay out. For instance, the largest stake is for Tesla shares to hit $825 per share within 12 months, double their previous record high of $409.97. That would require a more than fourfold surge from Friday's close of $177.90.Traders buying those contracts are \"almost evangelical in their belief in Tesla, its technology, and to a certain extent, Elon Musk,\" said Steve Sosnick, chief strategist at Interactive Brokers Group Inc. \"Tesla is unique -- it attracts so many speculators because of its cultlike following.\"Once valued at more than $1.2 trillion, Tesla shares have cratered 61% from their peak in late 2021 before the Federal Reserve began raising interest rates. Growing competition from other auto makers, Mr. Musk's split-brained focus on Twitter Inc., and waning Chinese demand have shaken confidence. Mr. Musk's sale of tens of billions of dollars of shares hasn't helped, either.Tesla has become one of the most polarizing stocks on Wall Street, attracting equal numbers of enthusiastic supporters and outspoken critics. Both sides have turned to derivatives in droves to express their views: Bulls who say the company is a game-changer are betting on extreme upside scenarios, while bears who say the stock is wildly overvalued bet that the share price will plunge.\"Tesla is perpetually the most active single-stock option at our firm,\" said Mr. Sosnick.Traders have shelled out nearly $700 billion on options tied to Tesla since the start of 2022, more than any other stock or exchange-traded fund. Only index-level bets on the S&P 500 received more cash.Bullish call options give traders the right, though not the obligation, to buy shares at a stated price by a certain date, while bearish put options grant the right to sell. The options market as a whole has boomed in recent years. Trading activity set another record last year, with more than 41 million contracts changing hands on an average day.Of course, fervor tied to Tesla isn't limited to options. Although individual investors have largely lost their appetite for buying the dip in tech stocks, they continue to scoop up Tesla shares. Although still down sharply from its high, the stock has rallied 44% in January.The propensity to bet wildly on Tesla accelerated amid the company's fourth-quarter earnings report, which was posted after Wednesday's closing bell.Options traders predicted a nearly 13% swing -- higher or lower -- in the shares in the session following the report. Although that would have marked their biggest one-day move in more than a year, similar swings have become common after Tesla's results.The stock rose 24% over Thursday and Friday -- the S&P 500's best performer both days -- after posting record profits, sending the stock to its best week since 2013. Even after that bump, the most ambitious options bettors remain far from being able to cash in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266128740896872,"gmtCreate":1705993270451,"gmtModify":1705993274619,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Market upside&nbsp;","listText":"Market upside&nbsp;","text":"Market upside","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266128740896872","repostId":"2405139740","repostType":2,"repost":{"id":"2405139740","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":1705992302,"share":"https://www.laohu8.com/m/news/2405139740?lang=&edition=full","pubTime":"2024-01-23 14:45","market":"us","language":"en","title":"Expect U.S. Stocks to Tack on Another 5% Before the Next Pullback, Veteran Wall Street Strategist Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2405139740","media":"Dow Jones","summary":"This is what the historical data suggest, according to CFRA’s Sam StovallU.S. stocks are likely heading higher before they break lower once again, according to one Wall Street strategist.One longtime ","content":"<html><head></head><body><p>This is what the historical data suggest, according to CFRA’s Sam Stovall</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a5c1556644e13242dc5fad4721fdc4c\" alt=\"U.S. stocks are likely heading higher before they break lower once again, according to one Wall Street strategist.\" title=\"U.S. stocks are likely heading higher before they break lower once again, according to one Wall Street strategist.\" tg-width=\"1059\" tg-height=\"760\"/><span>U.S. stocks are likely heading higher before they break lower once again, according to one Wall Street strategist.</span></p><p>One longtime Wall Street strategist believes the S&amp;P 500 still has some gas left in the tank, which could propel the index as much as 5% higher in the coming months.</p><p style=\"text-align: start;\">Following the S&amp;P 500’s first record close in two years, Sam Stovall, chief investment officer at CFRA, crunched the numbers and found that once the S&amp;P 500 has erased all of its bear-market losses, the index typically tacks on an additional “post-high five” — that is, a post-high rally of 5%, or slightly more.</p><p>“If history is any guide, for it’s never gospel, investors should prepare for a ‘post-high five,’ or a possible advance of 5% before pausing to digest recent gains,” Stovall said.</p><p>Stovall based his analysis on how markets have behaved following the 14 bear markets that have occurred, by his count, since the end of World War II. Of these, 11 were “garden-variety bear markets,” while three were “mega meltdowns,” Stovall said.</p><p>The bear market that ended in October 2022 took nine months to go from the market’s January 2022 peak to its nadir. This is close to the average duration for garden-variety bear markets, which is 10 months, according to Stovall’s numbers. But it is well short of the 23 months, on average, it has taken the market to recover from bigger meltdowns like the great financial crisis, when the S&amp;P 500 fell 38.5% during 2008, according to FactSet data.</p><p>This time around, the market took 15 months to recoup all of its bear-market losses, which is slightly longer than the average bear market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/151b5139e837262c6675e57a9707a7c7\" alt=\"CFRA\" title=\"CFRA\" tg-width=\"1048\" tg-height=\"506\"/><span>CFRA</span></p><p>Once U.S. stocks have finally clawed their way back, they reliably rise another 5% on average, according to the data in Stovall’s table. After a bear market like the one that, presumably, has just ended, stocks continue to climb on average 5.2% over the next two and a half months, Stovall said, before experiencing a decline of 5% or greater, which Stovall defined as a period of consolidation.</p><p style=\"text-align: start;\">After that, the S&amp;P 500 typically enters a brief period of decline, with the index seeing a pullback, sometimes as shallow as 5.1% but sometimes as large as 14%, according to Stovall’s data.</p><p style=\"text-align: start;\">Past performance, of course, is no guarantee of future returns.</p><p style=\"text-align: start;\">The S&amp;P 500 finished higher again on Monday, notching a second straight record closing high. The index gained 0.2% to 4,850.43, while the Nasdaq Composite gained 0.3% to 15,360.29.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average, meanwhile, tacked on another 138.01 points, or 0.4%, to close north of 38,000 for the first time ever on Monday. The blue-chip gauge closed at 38,001.81, according to FactSet 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>Expect U.S. Stocks to Tack on Another 5% Before the Next Pullback, Veteran Wall Street Strategist 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; 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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\">\nExpect U.S. Stocks to Tack on Another 5% Before the Next Pullback, Veteran Wall Street Strategist Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-01-23 14:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>This is what the historical data suggest, according to CFRA’s Sam Stovall</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a5c1556644e13242dc5fad4721fdc4c\" alt=\"U.S. stocks are likely heading higher before they break lower once again, according to one Wall Street strategist.\" title=\"U.S. stocks are likely heading higher before they break lower once again, according to one Wall Street strategist.\" tg-width=\"1059\" tg-height=\"760\"/><span>U.S. stocks are likely heading higher before they break lower once again, according to one Wall Street strategist.</span></p><p>One longtime Wall Street strategist believes the S&amp;P 500 still has some gas left in the tank, which could propel the index as much as 5% higher in the coming months.</p><p style=\"text-align: start;\">Following the S&amp;P 500’s first record close in two years, Sam Stovall, chief investment officer at CFRA, crunched the numbers and found that once the S&amp;P 500 has erased all of its bear-market losses, the index typically tacks on an additional “post-high five” — that is, a post-high rally of 5%, or slightly more.</p><p>“If history is any guide, for it’s never gospel, investors should prepare for a ‘post-high five,’ or a possible advance of 5% before pausing to digest recent gains,” Stovall said.</p><p>Stovall based his analysis on how markets have behaved following the 14 bear markets that have occurred, by his count, since the end of World War II. Of these, 11 were “garden-variety bear markets,” while three were “mega meltdowns,” Stovall said.</p><p>The bear market that ended in October 2022 took nine months to go from the market’s January 2022 peak to its nadir. This is close to the average duration for garden-variety bear markets, which is 10 months, according to Stovall’s numbers. But it is well short of the 23 months, on average, it has taken the market to recover from bigger meltdowns like the great financial crisis, when the S&amp;P 500 fell 38.5% during 2008, according to FactSet data.</p><p>This time around, the market took 15 months to recoup all of its bear-market losses, which is slightly longer than the average bear market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/151b5139e837262c6675e57a9707a7c7\" alt=\"CFRA\" title=\"CFRA\" tg-width=\"1048\" tg-height=\"506\"/><span>CFRA</span></p><p>Once U.S. stocks have finally clawed their way back, they reliably rise another 5% on average, according to the data in Stovall’s table. After a bear market like the one that, presumably, has just ended, stocks continue to climb on average 5.2% over the next two and a half months, Stovall said, before experiencing a decline of 5% or greater, which Stovall defined as a period of consolidation.</p><p style=\"text-align: start;\">After that, the S&amp;P 500 typically enters a brief period of decline, with the index seeing a pullback, sometimes as shallow as 5.1% but sometimes as large as 14%, according to Stovall’s data.</p><p style=\"text-align: start;\">Past performance, of course, is no guarantee of future returns.</p><p style=\"text-align: start;\">The S&amp;P 500 finished higher again on Monday, notching a second straight record closing high. The index gained 0.2% to 4,850.43, while the Nasdaq Composite gained 0.3% to 15,360.29.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average, meanwhile, tacked on another 138.01 points, or 0.4%, to close north of 38,000 for the first time ever on Monday. The blue-chip gauge closed at 38,001.81, according to FactSet data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓",".DJI":"道琼斯","BK4581":"高盛持仓","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","BK4504":"桥水持仓","BK4588":"碎股",".SPX":"S&P 500 Index"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2405139740","content_text":"This is what the historical data suggest, according to CFRA’s Sam StovallU.S. stocks are likely heading higher before they break lower once again, according to one Wall Street strategist.One longtime Wall Street strategist believes the S&P 500 still has some gas left in the tank, which could propel the index as much as 5% higher in the coming months.Following the S&P 500’s first record close in two years, Sam Stovall, chief investment officer at CFRA, crunched the numbers and found that once the S&P 500 has erased all of its bear-market losses, the index typically tacks on an additional “post-high five” — that is, a post-high rally of 5%, or slightly more.“If history is any guide, for it’s never gospel, investors should prepare for a ‘post-high five,’ or a possible advance of 5% before pausing to digest recent gains,” Stovall said.Stovall based his analysis on how markets have behaved following the 14 bear markets that have occurred, by his count, since the end of World War II. Of these, 11 were “garden-variety bear markets,” while three were “mega meltdowns,” Stovall said.The bear market that ended in October 2022 took nine months to go from the market’s January 2022 peak to its nadir. This is close to the average duration for garden-variety bear markets, which is 10 months, according to Stovall’s numbers. But it is well short of the 23 months, on average, it has taken the market to recover from bigger meltdowns like the great financial crisis, when the S&P 500 fell 38.5% during 2008, according to FactSet data.This time around, the market took 15 months to recoup all of its bear-market losses, which is slightly longer than the average bear market.CFRAOnce U.S. stocks have finally clawed their way back, they reliably rise another 5% on average, according to the data in Stovall’s table. After a bear market like the one that, presumably, has just ended, stocks continue to climb on average 5.2% over the next two and a half months, Stovall said, before experiencing a decline of 5% or greater, which Stovall defined as a period of consolidation.After that, the S&P 500 typically enters a brief period of decline, with the index seeing a pullback, sometimes as shallow as 5.1% but sometimes as large as 14%, according to Stovall’s data.Past performance, of course, is no guarantee of future returns.The S&P 500 finished higher again on Monday, notching a second straight record closing high. The index gained 0.2% to 4,850.43, while the Nasdaq Composite gained 0.3% to 15,360.29.The Dow Jones Industrial Average, meanwhile, tacked on another 138.01 points, or 0.4%, to close north of 38,000 for the first time ever on Monday. The blue-chip gauge closed at 38,001.81, according to FactSet data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261941609689160,"gmtCreate":1704985533677,"gmtModify":1704985537714,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"11 btc etf push btc higher n add boost to market upside for Jan good bull start&nbsp;","listText":"11 btc etf push btc higher n add boost to market upside for Jan good bull start&nbsp;","text":"11 btc etf push btc higher n add boost to market upside for Jan good bull start","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261941609689160","repostId":"1117813204","repostType":4,"repost":{"id":"1117813204","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":1704985189,"share":"https://www.laohu8.com/m/news/1117813204?lang=&edition=full","pubTime":"2024-01-11 22:59","market":"us","language":"en","title":"Bitcoin Rallies to $49,000 after SEC Greenlights Launch of U.S. Bitcoin ETFs","url":"https://stock-news.laohu8.com/highlight/detail?id=1117813204","media":"Tiger Newspress","summary":"Bitcoin traded higher Thursday after the Securities and Exchange Commission gave the green light for the first-ever spot bitcoin ETFs to trade in the U.S., as expected.The cryptocurrency was last up m","content":"<html><head></head><body><p>Bitcoin traded higher Thursday after the Securities and Exchange Commission gave the green light for the first-ever spot bitcoin ETFs to trade in the U.S., as expected.</p><p>Spot Bitcoin ETFs gained in first day morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f594df59a781c8e59efddf4844d2310\" title=\"\" tg-width=\"260\" tg-height=\"443\"/></p><p style=\"text-align: start;\">The cryptocurrency was last up more than 6.5% at $48,993.49, according to Coin Metrics. Earlier, it briefly topped the $49,000 level, its highest since December 2021. Meanwhile, the price of ether advanced 6% to $2,626.80, reaching levels not seen since May 2022.</p><p>The ETF approval is a watershed moment for the crypto industry, which first sought to launch a bitcoin ETF more than 10 years ago. Optimism had been building since Grayscale’s big legal win against the SEC in August over the regulator’s refusal to let it convert its popular Bitcoin Trust (GBTC) into an ETF. The flagship cryptocurrency’s price has increased 80% since then.</p><p style=\"text-align: start;\">Following the SEC’s decision, bitcoin initially edged lower, as expected by many traders. Although the volume of inflows into the new funds, once they begin trading, remains to be seen, bitcoin ETFs are still widely expected to drive the demand – and ultimately, price – of bitcoin higher.</p><p style=\"text-align: start;\">Mining stocks, which benefit from increases in the bitcoin price and tend to reflect longer-term investor sentiment toward bitcoin, got a big boost. Wall Street favorites Iris Energy and CleanSpark surged 6% and 8%, respectively. Marathon Digital gained 8% and Riot Platforms added 6%.</p><h3 id=\"id_2434653231\" style=\"text-align: start;\">Ether’s big pop</h3><p style=\"text-align: start;\">Ether’s rally propped up other coins in the Ethereum ecosystem. The token tied to Polygon gained 10%, Chainlink advanced 7% and Uniswap rose 9%.</p><p style=\"text-align: start;\">“Now that the bitcoin ETF speculation has come to fruition it looks like traders are rotating to ether to get ahead of the next narrative, an ETH ETF, while ETH looks relatively cheap compared to most other tokens,” said Conor Ryder, head of research at the stablecoin company Ethena Labs.</p><p style=\"text-align: start;\">The SEC is due to give decisions on spot ETH ETF applications beginning in May. BlackRock, Invesco, Ark and VanEck are among the firms in line for approval, as well as Grayscale, which is seeking to convert its existing Ethereum Trust (ETHE) into an ETF.</p><p style=\"text-align: start;\">“It’s all about getting ahead of the narratives — bitcoin has rallied versus ether for the last six months thanks to spot ETF speculation, and ETF approval ties a bow on that narrative,” Ryder said. “Meanwhile ETH has struggled to find any momentum and has underperformed compared to most of the smaller Layer 1s,” or blockchain networks, like Solana and Cardano.</p><p style=\"text-align: start;\">Ether lagged bitcoin in 2023, rising just 90% compared to bitcoin’s 157%.</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>Bitcoin Rallies to $49,000 after SEC Greenlights Launch of U.S. Bitcoin ETFs</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\">\nBitcoin Rallies to $49,000 after SEC Greenlights Launch of U.S. Bitcoin ETFs\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\">2024-01-11 22:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Bitcoin traded higher Thursday after the Securities and Exchange Commission gave the green light for the first-ever spot bitcoin ETFs to trade in the U.S., as expected.</p><p>Spot Bitcoin ETFs gained in first day morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f594df59a781c8e59efddf4844d2310\" title=\"\" tg-width=\"260\" tg-height=\"443\"/></p><p style=\"text-align: start;\">The cryptocurrency was last up more than 6.5% at $48,993.49, according to Coin Metrics. Earlier, it briefly topped the $49,000 level, its highest since December 2021. Meanwhile, the price of ether advanced 6% to $2,626.80, reaching levels not seen since May 2022.</p><p>The ETF approval is a watershed moment for the crypto industry, which first sought to launch a bitcoin ETF more than 10 years ago. Optimism had been building since Grayscale’s big legal win against the SEC in August over the regulator’s refusal to let it convert its popular Bitcoin Trust (GBTC) into an ETF. The flagship cryptocurrency’s price has increased 80% since then.</p><p style=\"text-align: start;\">Following the SEC’s decision, bitcoin initially edged lower, as expected by many traders. Although the volume of inflows into the new funds, once they begin trading, remains to be seen, bitcoin ETFs are still widely expected to drive the demand – and ultimately, price – of bitcoin higher.</p><p style=\"text-align: start;\">Mining stocks, which benefit from increases in the bitcoin price and tend to reflect longer-term investor sentiment toward bitcoin, got a big boost. Wall Street favorites Iris Energy and CleanSpark surged 6% and 8%, respectively. Marathon Digital gained 8% and Riot Platforms added 6%.</p><h3 id=\"id_2434653231\" style=\"text-align: start;\">Ether’s big pop</h3><p style=\"text-align: start;\">Ether’s rally propped up other coins in the Ethereum ecosystem. The token tied to Polygon gained 10%, Chainlink advanced 7% and Uniswap rose 9%.</p><p style=\"text-align: start;\">“Now that the bitcoin ETF speculation has come to fruition it looks like traders are rotating to ether to get ahead of the next narrative, an ETH ETF, while ETH looks relatively cheap compared to most other tokens,” said Conor Ryder, head of research at the stablecoin company Ethena Labs.</p><p style=\"text-align: start;\">The SEC is due to give decisions on spot ETH ETF applications beginning in May. BlackRock, Invesco, Ark and VanEck are among the firms in line for approval, as well as Grayscale, which is seeking to convert its existing Ethereum Trust (ETHE) into an ETF.</p><p style=\"text-align: start;\">“It’s all about getting ahead of the narratives — bitcoin has rallied versus ether for the last six months thanks to spot ETF speculation, and ETF approval ties a bow on that narrative,” Ryder said. “Meanwhile ETH has struggled to find any momentum and has underperformed compared to most of the smaller Layer 1s,” or blockchain networks, like Solana and Cardano.</p><p style=\"text-align: start;\">Ether lagged bitcoin in 2023, rising just 90% compared to bitcoin’s 157%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HODL":"VanEck Bitcoin Trust ETF","GBTC":"Grayscale Bitcoin Trust","FBTC":"Fidelity Wise Origin Bitcoin Fund","IBIT":"iShares Bitcoin Trust"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117813204","content_text":"Bitcoin traded higher Thursday after the Securities and Exchange Commission gave the green light for the first-ever spot bitcoin ETFs to trade in the U.S., as expected.Spot Bitcoin ETFs gained in first day morning trading.The cryptocurrency was last up more than 6.5% at $48,993.49, according to Coin Metrics. Earlier, it briefly topped the $49,000 level, its highest since December 2021. Meanwhile, the price of ether advanced 6% to $2,626.80, reaching levels not seen since May 2022.The ETF approval is a watershed moment for the crypto industry, which first sought to launch a bitcoin ETF more than 10 years ago. Optimism had been building since Grayscale’s big legal win against the SEC in August over the regulator’s refusal to let it convert its popular Bitcoin Trust (GBTC) into an ETF. The flagship cryptocurrency’s price has increased 80% since then.Following the SEC’s decision, bitcoin initially edged lower, as expected by many traders. Although the volume of inflows into the new funds, once they begin trading, remains to be seen, bitcoin ETFs are still widely expected to drive the demand – and ultimately, price – of bitcoin higher.Mining stocks, which benefit from increases in the bitcoin price and tend to reflect longer-term investor sentiment toward bitcoin, got a big boost. Wall Street favorites Iris Energy and CleanSpark surged 6% and 8%, respectively. Marathon Digital gained 8% and Riot Platforms added 6%.Ether’s big popEther’s rally propped up other coins in the Ethereum ecosystem. The token tied to Polygon gained 10%, Chainlink advanced 7% and Uniswap rose 9%.“Now that the bitcoin ETF speculation has come to fruition it looks like traders are rotating to ether to get ahead of the next narrative, an ETH ETF, while ETH looks relatively cheap compared to most other tokens,” said Conor Ryder, head of research at the stablecoin company Ethena Labs.The SEC is due to give decisions on spot ETH ETF applications beginning in May. BlackRock, Invesco, Ark and VanEck are among the firms in line for approval, as well as Grayscale, which is seeking to convert its existing Ethereum Trust (ETHE) into an ETF.“It’s all about getting ahead of the narratives — bitcoin has rallied versus ether for the last six months thanks to spot ETF speculation, and ETF approval ties a bow on that narrative,” Ryder said. “Meanwhile ETH has struggled to find any momentum and has underperformed compared to most of the smaller Layer 1s,” or blockchain networks, like Solana and Cardano.Ether lagged bitcoin in 2023, rising just 90% compared to bitcoin’s 157%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261231050444936,"gmtCreate":1704787461545,"gmtModify":1704787466261,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Nvidia ai upside +Crypto shares like coin riot micro strategy upaude with btc etf approval in progress&nbsp;","listText":"Nvidia ai upside +Crypto shares like coin riot micro strategy upaude with btc etf approval in progress&nbsp;","text":"Nvidia ai upside +Crypto shares like coin riot micro strategy upaude with btc etf approval in progress","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261231050444936","repostId":"2402139869","repostType":2,"repost":{"id":"2402139869","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":1704787226,"share":"https://www.laohu8.com/m/news/2402139869?lang=&edition=full","pubTime":"2024-01-09 16:00","market":"nz","language":"en","title":"Investors Kick off Busy Week That Could Set the Tone for Stocks, Crypto and Other Assets in 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2402139869","media":"Dow Jones","summary":"Sure, stocks weren't so sure-footed as they started out of the gate for 2024, but the first full trading week of the new year may be the one that sets a tone across markets for the coming year.After a","content":"<html><head></head><body><p>Sure, stocks weren&#39;t so sure-footed as they started out of the gate for 2024, but the first full trading week of the new year may be the one that sets a tone across markets for the coming year.</p><p>After all, the question of whether inflation has been tamed - or whether it will stay tamed - remains a crucial one when it comes to determining if, when and by how much the Federal Reserve will cut rates in 2024.</p><p>So this week&#39;s release of December&#39;s consumer-price index on Thursday, followed by the month&#39;s producer-price index on Friday, carries the potential for market-moving fireworks.</p><p>CPI is forecast to rise 0.2% in December, according to economists surveyed by the Wall Street Journal, with the closely followed core rate that excludes food and energy expected to rise by the same amount. That wouldn&#39;t be a big jump, but it would see the year-over-year headline figure tick up to 3.3%, from 3.1% in November, and halt some of the recent progress on inflation. The year-over-year core rate, however, could still slow to 3.8% from 4%.</p><p>The inflation readings and other events in the week ahead will also offer a window into the strength of the American consumer and the prospects of a &#34;soft landing&#34; for the economy. That&#39;s central to the &#34;Goldilocks&#34; backdrop that helped a fuel run of nine straight weekly gains for the stock market, which came to an end as the calendar flipped to 2024.</p><p>&#34;Looking at the week ahead, the strength of the consumer is a top priority as we receive critical economic information on the subject, particularly on CPI, PPI, banks and consumer credit,&#34; said Mark Hackett, chief of investment research at Nationwide, in a Monday note. &#34;This should help us better understand the market and earnings outlook for Q1.&#34;</p><p>Earnings season sees its unofficial kickoff Friday with results from JPMorgan Chase &amp; Co. <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a> and Delta Air Lines <a href=\"https://laohu8.com/S/DAL\">$(DAL)$</a>, followed next week with a raft of big Wall Street banks.</p><p>As MarketWatch&#39;s Bill Peters reported, many analysts expect companies to use their fourth-quarter results as an opportunity to sound a cautious note on the year ahead.</p><p>&#34;Bottom-up estimates for the S&amp;P 500&#39;s year-over-year earnings growth rate in Q4 have fallen from 9.2% at the end of September to 0.9% as it stands now. Such a lower bar makes earnings surprises easier to come by but perhaps less impressive or meaningful to investors,&#34; said strategists at Glenmede in a note.</p><p>Last year&#39;s stock-market rally, which saw the S&amp;P 500 SPX jump more than 24% to come within a whisker of its record close from January 2022, was led by mega-cap tech stocks, with gains enhanced by a bout of euphoria over the prospects for artificial intelligence. Chip maker Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> soared nearly 240% in 2023 as it led the so-called &#34;Magnificient Seven&#34; of mega-cap tech cohorts set to benefit most from an AI revolution.</p><p>The AI revolution also puts the Consumer Electronics Show, or CES, which gets under way in Las Vegas on Tuesday, further in the spotlight.</p><p>Once an amusing event focused on unveiling the latest gadgets, the trade show is now seen as a representation of how tech has seeped into every corner of modern life, said Nicholas Colas, founder of DataTrek Research, in a Monday note.</p><p>&#34;The important themes at CES 2024 will be artificial intelligence, mobility, and healthcare. How companies are incorporating AI into new products will be especially important for investor sentiment towards tech stocks,&#34; he wrote.</p><p>And don&#39;t forget about crypto. After a stellar 2023 run that saw bitcoin (BTCUSD) shake off the criminal conviction of FTX founder Sam Bankman-Fried, as well as the $4.3 billion fine and plea deal involving Changpeng &#34;CZ&#34; Zhao, co-founder of the world&#39;s largest crypto exchange Binance, all eyes are on the Securities and Exchange Commission this week.</p><p>The agency must decide by Wednesday on whether to approve applications for a spot-bitcoin ETF - an approval that is widely expected.</p><p>&#34;For the uninitiated, trillions of dollars in institutional and retirement assets can only invest in regulated financial assets, a situation that has hampered the adoption of bitcoin as an investible asset in the world&#39;s richest economy,&#34; said Matthew Weller, global head of research at Forex.com and City Index, in a note.</p><p>&#34;Crucially, unlike past high-profile, derivative-based bitcoin product launches, like futures contracts or futures-based ETFs, spot ETFs will be required to buy and hold underlying bitcoin equal to their underlying assets, fundamentally altering bitcoin&#39;s supply-demand balance,&#34; Weller wrote.</p><p>So no surprise that there&#39;s intense interest around the decision as bitcoin trades just above $47,000 - up more than 12% in the new year and nearly 180% over the last 12 months, but still some way below its all-time high above $65,000 in November 2021.</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>Investors Kick off Busy Week That Could Set the Tone for Stocks, Crypto and Other Assets in 2024</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\">\nInvestors Kick off Busy Week That Could Set the Tone for Stocks, Crypto and Other Assets in 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-01-09 16:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sure, stocks weren&#39;t so sure-footed as they started out of the gate for 2024, but the first full trading week of the new year may be the one that sets a tone across markets for the coming year.</p><p>After all, the question of whether inflation has been tamed - or whether it will stay tamed - remains a crucial one when it comes to determining if, when and by how much the Federal Reserve will cut rates in 2024.</p><p>So this week&#39;s release of December&#39;s consumer-price index on Thursday, followed by the month&#39;s producer-price index on Friday, carries the potential for market-moving fireworks.</p><p>CPI is forecast to rise 0.2% in December, according to economists surveyed by the Wall Street Journal, with the closely followed core rate that excludes food and energy expected to rise by the same amount. That wouldn&#39;t be a big jump, but it would see the year-over-year headline figure tick up to 3.3%, from 3.1% in November, and halt some of the recent progress on inflation. The year-over-year core rate, however, could still slow to 3.8% from 4%.</p><p>The inflation readings and other events in the week ahead will also offer a window into the strength of the American consumer and the prospects of a &#34;soft landing&#34; for the economy. That&#39;s central to the &#34;Goldilocks&#34; backdrop that helped a fuel run of nine straight weekly gains for the stock market, which came to an end as the calendar flipped to 2024.</p><p>&#34;Looking at the week ahead, the strength of the consumer is a top priority as we receive critical economic information on the subject, particularly on CPI, PPI, banks and consumer credit,&#34; said Mark Hackett, chief of investment research at Nationwide, in a Monday note. &#34;This should help us better understand the market and earnings outlook for Q1.&#34;</p><p>Earnings season sees its unofficial kickoff Friday with results from JPMorgan Chase &amp; Co. <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a> and Delta Air Lines <a href=\"https://laohu8.com/S/DAL\">$(DAL)$</a>, followed next week with a raft of big Wall Street banks.</p><p>As MarketWatch&#39;s Bill Peters reported, many analysts expect companies to use their fourth-quarter results as an opportunity to sound a cautious note on the year ahead.</p><p>&#34;Bottom-up estimates for the S&amp;P 500&#39;s year-over-year earnings growth rate in Q4 have fallen from 9.2% at the end of September to 0.9% as it stands now. Such a lower bar makes earnings surprises easier to come by but perhaps less impressive or meaningful to investors,&#34; said strategists at Glenmede in a note.</p><p>Last year&#39;s stock-market rally, which saw the S&amp;P 500 SPX jump more than 24% to come within a whisker of its record close from January 2022, was led by mega-cap tech stocks, with gains enhanced by a bout of euphoria over the prospects for artificial intelligence. Chip maker Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> soared nearly 240% in 2023 as it led the so-called &#34;Magnificient Seven&#34; of mega-cap tech cohorts set to benefit most from an AI revolution.</p><p>The AI revolution also puts the Consumer Electronics Show, or CES, which gets under way in Las Vegas on Tuesday, further in the spotlight.</p><p>Once an amusing event focused on unveiling the latest gadgets, the trade show is now seen as a representation of how tech has seeped into every corner of modern life, said Nicholas Colas, founder of DataTrek Research, in a Monday note.</p><p>&#34;The important themes at CES 2024 will be artificial intelligence, mobility, and healthcare. How companies are incorporating AI into new products will be especially important for investor sentiment towards tech stocks,&#34; he wrote.</p><p>And don&#39;t forget about crypto. After a stellar 2023 run that saw bitcoin (BTCUSD) shake off the criminal conviction of FTX founder Sam Bankman-Fried, as well as the $4.3 billion fine and plea deal involving Changpeng &#34;CZ&#34; Zhao, co-founder of the world&#39;s largest crypto exchange Binance, all eyes are on the Securities and Exchange Commission this week.</p><p>The agency must decide by Wednesday on whether to approve applications for a spot-bitcoin ETF - an approval that is widely expected.</p><p>&#34;For the uninitiated, trillions of dollars in institutional and retirement assets can only invest in regulated financial assets, a situation that has hampered the adoption of bitcoin as an investible asset in the world&#39;s richest economy,&#34; said Matthew Weller, global head of research at Forex.com and City Index, in a note.</p><p>&#34;Crucially, unlike past high-profile, derivative-based bitcoin product launches, like futures contracts or futures-based ETFs, spot ETFs will be required to buy and hold underlying bitcoin equal to their underlying assets, fundamentally altering bitcoin&#39;s supply-demand balance,&#34; Weller wrote.</p><p>So no surprise that there&#39;s intense interest around the decision as bitcoin trades just above $47,000 - up more than 12% in the new year and nearly 180% over the last 12 months, but still some way below its all-time high above $65,000 in November 2021.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4587":"ChatGPT概念","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","NVDA":"英伟达","BK4527":"明星科技股","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","JPM":"摩根大通","BK4550":"红杉资本持仓","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4588":"碎股","DAL":"达美航空","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","DAL.AU":"DALAROO METALS LTD","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4581":"高盛持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","ISBC":"投资者银行","BK4529":"IDC概念","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SAI":"SAI.TECH Global Corporation","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4579":"人工智能","BK4554":"元宇宙及AR概念","BK4592":"伊斯兰概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4585":"ETF&股票定投概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2402139869","content_text":"Sure, stocks weren't so sure-footed as they started out of the gate for 2024, but the first full trading week of the new year may be the one that sets a tone across markets for the coming year.After all, the question of whether inflation has been tamed - or whether it will stay tamed - remains a crucial one when it comes to determining if, when and by how much the Federal Reserve will cut rates in 2024.So this week's release of December's consumer-price index on Thursday, followed by the month's producer-price index on Friday, carries the potential for market-moving fireworks.CPI is forecast to rise 0.2% in December, according to economists surveyed by the Wall Street Journal, with the closely followed core rate that excludes food and energy expected to rise by the same amount. That wouldn't be a big jump, but it would see the year-over-year headline figure tick up to 3.3%, from 3.1% in November, and halt some of the recent progress on inflation. The year-over-year core rate, however, could still slow to 3.8% from 4%.The inflation readings and other events in the week ahead will also offer a window into the strength of the American consumer and the prospects of a \"soft landing\" for the economy. That's central to the \"Goldilocks\" backdrop that helped a fuel run of nine straight weekly gains for the stock market, which came to an end as the calendar flipped to 2024.\"Looking at the week ahead, the strength of the consumer is a top priority as we receive critical economic information on the subject, particularly on CPI, PPI, banks and consumer credit,\" said Mark Hackett, chief of investment research at Nationwide, in a Monday note. \"This should help us better understand the market and earnings outlook for Q1.\"Earnings season sees its unofficial kickoff Friday with results from JPMorgan Chase & Co. $(JPM)$ and Delta Air Lines $(DAL)$, followed next week with a raft of big Wall Street banks.As MarketWatch's Bill Peters reported, many analysts expect companies to use their fourth-quarter results as an opportunity to sound a cautious note on the year ahead.\"Bottom-up estimates for the S&P 500's year-over-year earnings growth rate in Q4 have fallen from 9.2% at the end of September to 0.9% as it stands now. Such a lower bar makes earnings surprises easier to come by but perhaps less impressive or meaningful to investors,\" said strategists at Glenmede in a note.Last year's stock-market rally, which saw the S&P 500 SPX jump more than 24% to come within a whisker of its record close from January 2022, was led by mega-cap tech stocks, with gains enhanced by a bout of euphoria over the prospects for artificial intelligence. Chip maker Nvidia Corp. $(NVDA)$ soared nearly 240% in 2023 as it led the so-called \"Magnificient Seven\" of mega-cap tech cohorts set to benefit most from an AI revolution.The AI revolution also puts the Consumer Electronics Show, or CES, which gets under way in Las Vegas on Tuesday, further in the spotlight.Once an amusing event focused on unveiling the latest gadgets, the trade show is now seen as a representation of how tech has seeped into every corner of modern life, said Nicholas Colas, founder of DataTrek Research, in a Monday note.\"The important themes at CES 2024 will be artificial intelligence, mobility, and healthcare. How companies are incorporating AI into new products will be especially important for investor sentiment towards tech stocks,\" he wrote.And don't forget about crypto. After a stellar 2023 run that saw bitcoin (BTCUSD) shake off the criminal conviction of FTX founder Sam Bankman-Fried, as well as the $4.3 billion fine and plea deal involving Changpeng \"CZ\" Zhao, co-founder of the world's largest crypto exchange Binance, all eyes are on the Securities and Exchange Commission this week.The agency must decide by Wednesday on whether to approve applications for a spot-bitcoin ETF - an approval that is widely expected.\"For the uninitiated, trillions of dollars in institutional and retirement assets can only invest in regulated financial assets, a situation that has hampered the adoption of bitcoin as an investible asset in the world's richest economy,\" said Matthew Weller, global head of research at Forex.com and City Index, in a note.\"Crucially, unlike past high-profile, derivative-based bitcoin product launches, like futures contracts or futures-based ETFs, spot ETFs will be required to buy and hold underlying bitcoin equal to their underlying assets, fundamentally altering bitcoin's supply-demand balance,\" Weller wrote.So no surprise that there's intense interest around the decision as bitcoin trades just above $47,000 - up more than 12% in the new year and nearly 180% over the last 12 months, but still some way below its all-time high above $65,000 in November 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941096011,"gmtCreate":1679800251833,"gmtModify":1679800254859,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Twitter recovery&nbsp;","listText":"Twitter recovery&nbsp;","text":"Twitter recovery","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941096011","repostId":"2322482957","repostType":4,"repost":{"id":"2322482957","pubTimestamp":1679796091,"share":"https://www.laohu8.com/m/news/2322482957?lang=&edition=full","pubTime":"2023-03-26 10:01","market":"us","language":"en","title":"Elon Musk Puts $20 Billion Value on Twitter - the Information","url":"https://stock-news.laohu8.com/highlight/detail?id=2322482957","media":"StreetInsider","summary":"(Reuters) - Twitter Inc CEO Elon Musk has offered the social-media company's employees stock grants ","content":"<html><head></head><body><p>(Reuters) - Twitter Inc CEO Elon Musk has offered the social-media company&#39;s employees stock grants at a valuation of nearly $20 billion, the Information reported on Saturday, citing a person familiar with an email Musk sent to Twitter staff.</p><p>The reported valuation is less than half of the $44 billion that Musk paid to acquire the social media platform, pointing to a drop in Twitter&#39;s value.</p><p>Twitter did not immediately respond to a Reuters&#39; emailed request for a comment.</p><p>Musk said in December that Twitter is on track to be &#34;roughly cash flow break-even&#34; in 2023 as top advertisers slashed their spending on the social-media platform after the billionaire&#39; s takeover.</p></body></html>","source":"highlight_streetinsider","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>Elon Musk Puts $20 Billion Value on Twitter - the Information</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\">\nElon Musk Puts $20 Billion Value on Twitter - the Information\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-26 10:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=21418057><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Twitter Inc CEO Elon Musk has offered the social-media company's employees stock grants at a valuation of nearly $20 billion, the Information reported on Saturday, citing a person familiar...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=21418057\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4581":"高盛持仓","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","BK4099":"汽车制造商","TWTR":"Twitter","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","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","BK4516":"特朗普概念","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4134":"信息科技咨询与其它服务","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","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4508":"社交媒体","BK4527":"明星科技股","BK4077":"互动媒体与服务","LU0823414478.USD":"法巴经典能源转换基金","BK4588":"碎股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","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","BK4574":"无人驾驶"},"source_url":"https://www.streetinsider.com/dr/news.php?id=21418057","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322482957","content_text":"(Reuters) - Twitter Inc CEO Elon Musk has offered the social-media company's employees stock grants at a valuation of nearly $20 billion, the Information reported on Saturday, citing a person familiar with an email Musk sent to Twitter staff.The reported valuation is less than half of the $44 billion that Musk paid to acquire the social media platform, pointing to a drop in Twitter's value.Twitter did not immediately respond to a Reuters' emailed request for a comment.Musk said in December that Twitter is on track to be \"roughly cash flow break-even\" in 2023 as top advertisers slashed their spending on the social-media platform after the billionaire' s takeover.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254303904809064,"gmtCreate":1703122552213,"gmtModify":1703122556932,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Amazon aws cloud revenue and e-commerce rev in q4 season earnings and upside 2024 after summer rate cuts&nbsp;","listText":"Amazon aws cloud revenue and e-commerce rev in q4 season earnings and upside 2024 after summer rate cuts&nbsp;","text":"Amazon aws cloud revenue and e-commerce rev in q4 season earnings and upside 2024 after summer rate cuts","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254303904809064","repostId":"2392771039","repostType":2,"repost":{"id":"2392771039","pubTimestamp":1703081505,"share":"https://www.laohu8.com/m/news/2392771039?lang=&edition=full","pubTime":"2023-12-20 22:11","market":"us","language":"en","title":"2 Reasons to Buy Amazon Stock Like There's No Tomorrow","url":"https://stock-news.laohu8.com/highlight/detail?id=2392771039","media":"Motley Fool","summary":"Based on earnings estimates, its share price could soar in the next two years.","content":"<html><head></head><body><p>After suffering a 50% drop in its stock in 2022, <strong>Amazon</strong> has delivered an impressive turnaround this year.</p><p>Last year, high inflation and rising interest rates curbed consumer discretionary spending and caused significant declines in Amazon&#39;s e-commerce segments. However, in 2023, the company pulled its retail business back to profitability while delivering multiple quarters of impressive earnings.</p><p>As a result, Amazon&#39;s stock is up around 80% since Jan. 1. The company is on a promising growth trajectory with a recovering retail business and an expanding position in artificial intelligence (AI).</p><p>Now is an excellent time to learn more about this tech giant and potentially invest before it&#39;s too late. Here are two reasons to buy Amazon&#39;s stock like there&#39;s no tomorrow.</p><h2 id=\"id_3767773189\">1. Amazon&#39;s comeback this year proves it&#39;s one of the most reliable investments over the long term</h2><p>In 2022, Amazon&#39;s two e-commerce segments posted operating losses totaling $10.6 billion. The company managed to stay profitable thanks to its highly lucrative cloud business, Amazon Web Services (AWS). However, the steep declines made investors question whether Amazon&#39;s business would fully recover and if those vulnerabilities made it a risky investment.</p><p>The tech giant reacted quickly to poor macro conditions by introducing cost-cutting measures. Throughout 2022, it closed or canceled construction on dozens of warehouses, wound down unprofitable projects like Amazon Care, and laid off thousands of workers. The company has continued to prioritize profits this year, cutting thousands more jobs as recently as November, specifically in its music streaming, gaming, and Alexa divisions.</p><p>Amazon&#39;s restructuring has clearly paid off. In the third quarter of 2023, the company posted revenue growth of 13% year over year, beating analysts&#39; expectations by $1.5 billion. Meanwhile, operating income from its North American segment exceeded $4 billion, a marked improvement from the $412 million in losses it reported in the prior-year period.</p><p>Amazon&#39;s leadership proved its strength by quickly getting the company back on track after a challenging 2022. This year&#39;s stock price recovery illustrates why it&#39;s crucial for investors to take a long-term view and keep holding onto the shares of companies they believe in during market downturns. Those who sold Amazon&#39;s stock as it fell last year to cut their losses will not have benefited from its rebounding share price in 2023.</p><p>The company&#39;s solid management team has shown it can successfully navigate temporary headwinds, making its stock one you can confidently invest in over the long term.</p><h2 id=\"id_3694822023\">2. Big gains projected over the next two years</h2><p>E-commerce sales made up about 19% of all retail purchases worldwide in 2022, and that share is projected to hit 23% by 2027. Amazon dominates the industry in multiple countries. In the U.S. alone, it holds a 38% market share in online retail. In comparison, <strong>Walmart</strong>, which holds the second-largest share, is responsible for just 6%.</p><p>Amazon has significant earnings potential in the sector as consumers increasingly choose its site over brick-and-mortar stores.</p><p>Additionally, the company is making promising headway in AI through AWS. Grand View Research forecasts that the AI market will expand at a compound annual rate of 37% through 2030. Amazon is using AWS&#39; leading market share in cloud computing to carve out a lucrative role in the industry.</p><p>This year, AWS has introduced a diverse range of new AI tools as it works to meet the growing demand for such services, and it also announced a venture into chip development.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa9bcf0511a8c095627c20bde3d95d1b\" tg-width=\"720\" tg-height=\"483\"/></p><p>Data by YCharts.</p><p>Amazon is dominating two rapidly expanding markets, and its stock price is likely to reflect that growth well into the future. However, that doesn&#39;t mean it won&#39;t deliver big gains in the short term.</p><p>The chart above shows its earnings could exceed $4 per share by fiscal 2025. That figure multiplied by Amazon&#39;s current forward price-to-earnings ratio of 56 yields a stock price of $257. In other words, if the market continues to value Amazon in the same way as it does now, its shares could rise by 72% over the next two years.</p><p>With a recovering e-commerce business and solid position in AI, that amount of growth is not out of the question. As a result, Amazon stock is a screaming buy ahead of the new year and one you can confidently buy like there&#39;s no tomorrow.</p></body></html>","source":"fool_stock","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>2 Reasons to Buy Amazon Stock Like There's No Tomorrow</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\">\n2 Reasons to Buy Amazon Stock Like There's No Tomorrow\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-20 22:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/12/19/2-reasons-to-buy-amazon-stock-like-theres-no-tomor/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After suffering a 50% drop in its stock in 2022, Amazon has delivered an impressive turnaround this year.Last year, high inflation and rising interest rates curbed consumer discretionary spending and ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/12/19/2-reasons-to-buy-amazon-stock-like-theres-no-tomor/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4548":"巴美列捷福持仓","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","AMZN":"亚马逊","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4554":"元宇宙及AR概念","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","BK4532":"文艺复兴科技持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4534":"瑞士信贷持仓","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0109392836.USD":"富兰克林科技股A","BK4566":"资本集团","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4220":"综合零售","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4538":"云计算","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4550":"红杉资本持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4122":"互联网与直销零售"},"source_url":"https://www.fool.com/investing/2023/12/19/2-reasons-to-buy-amazon-stock-like-theres-no-tomor/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2392771039","content_text":"After suffering a 50% drop in its stock in 2022, Amazon has delivered an impressive turnaround this year.Last year, high inflation and rising interest rates curbed consumer discretionary spending and caused significant declines in Amazon's e-commerce segments. However, in 2023, the company pulled its retail business back to profitability while delivering multiple quarters of impressive earnings.As a result, Amazon's stock is up around 80% since Jan. 1. The company is on a promising growth trajectory with a recovering retail business and an expanding position in artificial intelligence (AI).Now is an excellent time to learn more about this tech giant and potentially invest before it's too late. Here are two reasons to buy Amazon's stock like there's no tomorrow.1. Amazon's comeback this year proves it's one of the most reliable investments over the long termIn 2022, Amazon's two e-commerce segments posted operating losses totaling $10.6 billion. The company managed to stay profitable thanks to its highly lucrative cloud business, Amazon Web Services (AWS). However, the steep declines made investors question whether Amazon's business would fully recover and if those vulnerabilities made it a risky investment.The tech giant reacted quickly to poor macro conditions by introducing cost-cutting measures. Throughout 2022, it closed or canceled construction on dozens of warehouses, wound down unprofitable projects like Amazon Care, and laid off thousands of workers. The company has continued to prioritize profits this year, cutting thousands more jobs as recently as November, specifically in its music streaming, gaming, and Alexa divisions.Amazon's restructuring has clearly paid off. In the third quarter of 2023, the company posted revenue growth of 13% year over year, beating analysts' expectations by $1.5 billion. Meanwhile, operating income from its North American segment exceeded $4 billion, a marked improvement from the $412 million in losses it reported in the prior-year period.Amazon's leadership proved its strength by quickly getting the company back on track after a challenging 2022. This year's stock price recovery illustrates why it's crucial for investors to take a long-term view and keep holding onto the shares of companies they believe in during market downturns. Those who sold Amazon's stock as it fell last year to cut their losses will not have benefited from its rebounding share price in 2023.The company's solid management team has shown it can successfully navigate temporary headwinds, making its stock one you can confidently invest in over the long term.2. Big gains projected over the next two yearsE-commerce sales made up about 19% of all retail purchases worldwide in 2022, and that share is projected to hit 23% by 2027. Amazon dominates the industry in multiple countries. In the U.S. alone, it holds a 38% market share in online retail. In comparison, Walmart, which holds the second-largest share, is responsible for just 6%.Amazon has significant earnings potential in the sector as consumers increasingly choose its site over brick-and-mortar stores.Additionally, the company is making promising headway in AI through AWS. Grand View Research forecasts that the AI market will expand at a compound annual rate of 37% through 2030. Amazon is using AWS' leading market share in cloud computing to carve out a lucrative role in the industry.This year, AWS has introduced a diverse range of new AI tools as it works to meet the growing demand for such services, and it also announced a venture into chip development.Data by YCharts.Amazon is dominating two rapidly expanding markets, and its stock price is likely to reflect that growth well into the future. However, that doesn't mean it won't deliver big gains in the short term.The chart above shows its earnings could exceed $4 per share by fiscal 2025. That figure multiplied by Amazon's current forward price-to-earnings ratio of 56 yields a stock price of $257. In other words, if the market continues to value Amazon in the same way as it does now, its shares could rise by 72% over the next two years.With a recovering e-commerce business and solid position in AI, that amount of growth is not out of the question. As a result, Amazon stock is a screaming buy ahead of the new year and one you can confidently buy like there's no tomorrow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":219765337673864,"gmtCreate":1694673040557,"gmtModify":1694673045208,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Tesla upside&nbsp;","listText":"Tesla upside&nbsp;","text":"Tesla upside","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219765337673864","repostId":"2367542205","repostType":2,"repost":{"id":"2367542205","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":1694673000,"share":"https://www.laohu8.com/m/news/2367542205?lang=&edition=full","pubTime":"2023-09-14 14:30","market":"us","language":"en","title":"Tesla Should Sell Stock to Raise Capital to Pressure EV Rivals, Says Strategist","url":"https://stock-news.laohu8.com/highlight/detail?id=2367542205","media":"Dow Jones","summary":"Tesla worked hard over the years to become a profitable maker of electric vehicles. Now one analyst thinks it needs more capital, and should issue more stock to help extend its lead over the EV competition.\"If I were advising Tesla , I would recommend an equity issuance of $10 billion to $15 billion as soon as possible,\" wrote Datatrek cofounder, and former automotive analyst, Nicholas Colas in a Wednesday note.It's out-of-the-box thinking, as Tesla ended the second quarter with some $23 billion in cash on its books. Free cash flow generated in the first half of the year amounted to about $1.4 billion. Wall Street projects the company will generate another $4.8 billion in the second half.Tesla didn't always generate that much cash. From 2009 to 2018, Tesla used about $9.2 billion in external capital to build its business. Tesla turned free-cash-flow positive around 2019. From 2019 through the second quarter, Tesla has generated almost $18 billion in free cash flow.Whether the company w","content":"<html><head></head><body><p>Tesla worked hard over the years to become a profitable maker of electric vehicles. Now one analyst thinks it needs more capital, and should issue more stock to help extend its lead over the EV competition.</p><p>&#34;If I were advising Tesla (ticker: TSLA), I would recommend an equity issuance of $10 billion to $15 billion as soon as possible,&#34; wrote Datatrek cofounder, and former automotive analyst, Nicholas Colas in a Wednesday note.</p><p>It&#39;s out-of-the-box thinking, as Tesla ended the second quarter with some $23 billion in cash on its books. Free cash flow generated in the first half of the year amounted to about $1.4 billion. Wall Street projects the company will generate another $4.8 billion in the second half.</p><p>Tesla didn&#39;t always generate that much cash. From 2009 to 2018, Tesla used about $9.2 billion in external capital to build its business. Tesla turned free-cash-flow positive around 2019. From 2019 through the second quarter, Tesla has generated almost $18 billion in free cash flow.</p><p>&#34;Tesla&#39;s cash balance [has not increased] much over the last six months even though its manufacturing footprint continues to grow,&#34; adds Colas. &#34;The company would market this cash raise as a competitive weapon, allowing Tesla to continue to grow its EV presence around the world regardless of economic conditions or competitive developments.&#34;</p><p>It could help boost valuation, adds the strategist. However, if Tesla raises more than $15 billion, investors might become more worried about dilution from more shares outstanding.</p><p>Tesla sold roughly 1.3 million cars in 2022 and is expected to deliver about 1.8 million in 2023, and 2.3 million in 2024. That&#39;s substantial growth, but Tesla plans to launch more models to defend its EV turf including the Cybertruck pickup in 2023 and a smaller, lower-priced EV.</p><p>It might not need cash to do all that. &#34;Tesla is not capital-constrained, &#34; says Future Fund Active exchange-traded fund <a href=\"https://laohu8.com/S/FFND\">$(FFND)$</a> cofounder Gary Black, adding he forecasts more free-cash-flow generation even with all the needed investments.</p><p>He would rather see Tesla take some of its cash and buy back stock to boost shareholder returns. &#34;Some investors get confused and think buybacks compete with internal growth projects. They don&#39;t,&#34; adds Black.</p><p>Bigger tech players buy back stock. Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> spent almost $85 billion on stock repurchases in 2022, according to FactSet. Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> spent some $27 billion.</p><p>&#34;Telsa is very different from other Big Tech names,&#34; Colas tells Barron&#39;s. &#34;It plays in a different sandbox.&#34;</p><p>Tesla sells technology and software but is still a lower-margin hardware vendor in a fragmented auto market. EVs are still early in their cycle of adoption, too. Tesla didn&#39;t respond to a request for comment about buybacks or capital raises.</p><p>Whether the company will issue or buy back stock is anyone&#39;s guess. Still, a company&#39;s capital allocation is an interesting topic for investors to consider.</p><p>Tesla stock is up 1.43% on Wednesday.</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 Should Sell Stock to Raise Capital to Pressure EV Rivals, Says Strategist</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 Should Sell Stock to Raise Capital to Pressure EV Rivals, Says Strategist\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\">2023-09-14 14:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla worked hard over the years to become a profitable maker of electric vehicles. Now one analyst thinks it needs more capital, and should issue more stock to help extend its lead over the EV competition.</p><p>&#34;If I were advising Tesla (ticker: TSLA), I would recommend an equity issuance of $10 billion to $15 billion as soon as possible,&#34; wrote Datatrek cofounder, and former automotive analyst, Nicholas Colas in a Wednesday note.</p><p>It&#39;s out-of-the-box thinking, as Tesla ended the second quarter with some $23 billion in cash on its books. Free cash flow generated in the first half of the year amounted to about $1.4 billion. Wall Street projects the company will generate another $4.8 billion in the second half.</p><p>Tesla didn&#39;t always generate that much cash. From 2009 to 2018, Tesla used about $9.2 billion in external capital to build its business. Tesla turned free-cash-flow positive around 2019. From 2019 through the second quarter, Tesla has generated almost $18 billion in free cash flow.</p><p>&#34;Tesla&#39;s cash balance [has not increased] much over the last six months even though its manufacturing footprint continues to grow,&#34; adds Colas. &#34;The company would market this cash raise as a competitive weapon, allowing Tesla to continue to grow its EV presence around the world regardless of economic conditions or competitive developments.&#34;</p><p>It could help boost valuation, adds the strategist. However, if Tesla raises more than $15 billion, investors might become more worried about dilution from more shares outstanding.</p><p>Tesla sold roughly 1.3 million cars in 2022 and is expected to deliver about 1.8 million in 2023, and 2.3 million in 2024. That&#39;s substantial growth, but Tesla plans to launch more models to defend its EV turf including the Cybertruck pickup in 2023 and a smaller, lower-priced EV.</p><p>It might not need cash to do all that. &#34;Tesla is not capital-constrained, &#34; says Future Fund Active exchange-traded fund <a href=\"https://laohu8.com/S/FFND\">$(FFND)$</a> cofounder Gary Black, adding he forecasts more free-cash-flow generation even with all the needed investments.</p><p>He would rather see Tesla take some of its cash and buy back stock to boost shareholder returns. &#34;Some investors get confused and think buybacks compete with internal growth projects. They don&#39;t,&#34; adds Black.</p><p>Bigger tech players buy back stock. Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> spent almost $85 billion on stock repurchases in 2022, according to FactSet. Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> spent some $27 billion.</p><p>&#34;Telsa is very different from other Big Tech names,&#34; Colas tells Barron&#39;s. &#34;It plays in a different sandbox.&#34;</p><p>Tesla sells technology and software but is still a lower-margin hardware vendor in a fragmented auto market. EVs are still early in their cycle of adoption, too. Tesla didn&#39;t respond to a request for comment about buybacks or capital raises.</p><p>Whether the company will issue or buy back stock is anyone&#39;s guess. Still, a company&#39;s capital allocation is an interesting topic for investors to consider.</p><p>Tesla stock is up 1.43% on Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2367542205","content_text":"Tesla worked hard over the years to become a profitable maker of electric vehicles. Now one analyst thinks it needs more capital, and should issue more stock to help extend its lead over the EV competition.\"If I were advising Tesla (ticker: TSLA), I would recommend an equity issuance of $10 billion to $15 billion as soon as possible,\" wrote Datatrek cofounder, and former automotive analyst, Nicholas Colas in a Wednesday note.It's out-of-the-box thinking, as Tesla ended the second quarter with some $23 billion in cash on its books. Free cash flow generated in the first half of the year amounted to about $1.4 billion. Wall Street projects the company will generate another $4.8 billion in the second half.Tesla didn't always generate that much cash. From 2009 to 2018, Tesla used about $9.2 billion in external capital to build its business. Tesla turned free-cash-flow positive around 2019. From 2019 through the second quarter, Tesla has generated almost $18 billion in free cash flow.\"Tesla's cash balance [has not increased] much over the last six months even though its manufacturing footprint continues to grow,\" adds Colas. \"The company would market this cash raise as a competitive weapon, allowing Tesla to continue to grow its EV presence around the world regardless of economic conditions or competitive developments.\"It could help boost valuation, adds the strategist. However, if Tesla raises more than $15 billion, investors might become more worried about dilution from more shares outstanding.Tesla sold roughly 1.3 million cars in 2022 and is expected to deliver about 1.8 million in 2023, and 2.3 million in 2024. That's substantial growth, but Tesla plans to launch more models to defend its EV turf including the Cybertruck pickup in 2023 and a smaller, lower-priced EV.It might not need cash to do all that. \"Tesla is not capital-constrained, \" says Future Fund Active exchange-traded fund $(FFND)$ cofounder Gary Black, adding he forecasts more free-cash-flow generation even with all the needed investments.He would rather see Tesla take some of its cash and buy back stock to boost shareholder returns. \"Some investors get confused and think buybacks compete with internal growth projects. They don't,\" adds Black.Bigger tech players buy back stock. Apple $(AAPL)$ spent almost $85 billion on stock repurchases in 2022, according to FactSet. Microsoft $(MSFT)$ spent some $27 billion.\"Telsa is very different from other Big Tech names,\" Colas tells Barron's. \"It plays in a different sandbox.\"Tesla sells technology and software but is still a lower-margin hardware vendor in a fragmented auto market. EVs are still early in their cycle of adoption, too. Tesla didn't respond to a request for comment about buybacks or capital raises.Whether the company will issue or buy back stock is anyone's guess. Still, a company's capital allocation is an interesting topic for investors to consider.Tesla stock is up 1.43% on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}