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SeahWK

SeahWK

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2023-12-18

$KEPPEL REIT(K71U.SI)$ Great

2023-10-26

$CapitaLandInves(9CI.SI)$

2023-10-26

Great

Post-Bell | Nasdaq Sinks 2.4%; Alphabet Tumbles About 10%; Microsoft Gains 3%

2022-11-02

$Alibaba(09988)$

2022-10-30

Ok

Intel to Cut Workforce as Part of Massive Cost Reduction Efforts

2022-07-17

$CapitaLandInves(9CI.SI)$Buy the dip?

2022-07-17

$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$Buy the dip

2022-05-30

$NIO Inc.(NIO)$Patient

2022-05-25

$NIO Inc.(NIO)$Patient

2022-05-21

$SPDR Dow Jones Industrial Average ETF Trust(DIA)$Buy the dip

2022-05-21

$NIO Inc.(NIO)$Patient

2022-05-20

$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$Patient

2022-05-14

$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ Accumulate slowly

2022-05-11

$CapitaLandInves(9CI.SI)$Good stock to buy?

2022-05-07

$Ascott Trust(HMN.SI)$Reopening trade

2022-05-07

$CapLand China T(AU8U.SI)$Patient

2022-05-06

$NIO Inc.(NIO)$Getting larger n larger haircut

2022-05-02

$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$Buy the dip

2022-05-01

$NIO Inc.(NIO)$Deeper haircut

2022-05-01

$KEPPEL CORPORATION LIMITED(BN4.SI)$Trending up more?

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/K71U.SI\">$KEPPEL REIT(K71U.SI)$&nbsp;</a>Great","listText":"<a href=\"https://ttm.financial/S/K71U.SI\">$KEPPEL REIT(K71U.SI)$&nbsp;</a>Great","text":"$KEPPEL REIT(K71U.SI)$ Great","images":[{"img":"https://community-static.tradeup.com/news/0a6e484abcc7abe3a7dacb63b2222852","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/253315618591000","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":234489514127360,"gmtCreate":1698291868478,"gmtModify":1698291870579,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInves(9CI.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInves(9CI.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$CapitaLandInves(9CI.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234489514127360","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234566545002696,"gmtCreate":1698276168978,"gmtModify":1698276172885,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234566545002696","repostId":"1110381138","repostType":2,"repost":{"id":"1110381138","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":1698275007,"share":"https://www.laohu8.com/m/news/1110381138?lang=&edition=full","pubTime":"2023-10-26 07:03","market":"us","language":"en","title":"Post-Bell | Nasdaq Sinks 2.4%; Alphabet Tumbles About 10%; Microsoft Gains 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1110381138","media":"Tiger Newspress","summary":"U.S. stocks tumbled in a broad sell-off on Wednesday as Alphabet shares slid after the Google parent posted disappointing earnings and as U.S. Treasury yields rose, reviving fears that interest rates ","content":"<html><head></head><body><p>U.S. stocks tumbled in a broad sell-off on Wednesday as Alphabet shares slid after the Google parent posted disappointing earnings and as U.S. Treasury yields rose, reviving fears that interest rates could stay higher for longer.</p><h2 id=\"id_3626619824\">Market Snapshot</h2><p>The Dow fell 105.45 points, or 0.32%, to 33,035.93, the S&amp;P 500 lost 60.91 points, or 1.43%, to 4,186.77 and the Nasdaq Composite dropped 318.65 points, or 2.43%, to 12,821.22.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39f92cf2d793c73699ebc87e4e7e2c19\" title=\"\" tg-width=\"390\" tg-height=\"192\"/></p><h2 id=\"id_3350154466\">Market Movers</h2><p><strong>Alphabet (GOOGL)</strong> posted earnings in the third quarter that beat analyst estimates but Google Cloud revenue grew just 22% to $8.4 billion, missing forecasts of $8.6 billion and slowing from 28% in the previous quarter. Alphabet shares dropped 9.5%.</p><p><strong>Microsoft‘s (MSFT)</strong> fiscal first-quarter revenue jumped 13% to $56.5 billion and beat Wall Street expectations. Revenue in the company’s Azure cloud business rose 29%, ahead of the pace set in the previous quarter. Microsoft reported profit of $2.99 a share, well ahead of expectations of $2.65. The stock rose 3.1%.</p><p><strong>Boeing (BA)</strong> reported a wider-than-expected loss in the third quarter. The aerospace company reaffirmed guidance for free cash flow of between $3 billion and $5 billion in 2023. The stock fell 2.5%.</p><p><strong>SunPower (SPWR)</strong> dropped 18.2% after the solar panel maker said it would be restating financial statements for 2022 and for the first two quarters of 2023. SunPower said it determined “the value of consignment inventory of microinverter components at certain third-party locations had been overstated in the affected periods in the range of approximately $16 million to $20 million.”</p><p><strong>PayPal Holdings (PYPL)</strong> declined 5.1% and <strong>Block (SQ)</strong> declined 8% after a warning from a major European payments company sent jitters through the industry. </p><p>Chip maker <strong>Texas Instruments (TXN)</strong> reported third-quarter revenue below analysts’ expectations and issued a forecast for its fiscal fourth quarter that also missed. Texas Instruments said it expects revenue in the fourth quarter of between $3.93 billion and $4.27 billion and earnings between $1.35 and $1.57 a share. Analysts were calling for revenue of $4.5 billion and adjusted earnings of $1.79 a share. The stock fell 3.5%.</p><p><strong>General Dynamics (GD)</strong> was up 4% after third-quarter earnings and revenue at the defense company beat analysts’ forecasts.</p><p><strong>WM (WM)</strong>, previously known as Waste Management, was the S&amp;P 500 ‘s top performer Wednesday, rising 6.1%, after beating third-quarter earnings estimates and raising guidance on free cash flow.</p><p>Shares of <strong>Snap (SNAP)</strong> fell 5.4% after the parent of Snapchat reported a third-quarter loss that was narrower than expected and revenue of $1.19 billion that beat analysts’ expectations. Daily active users were 406 million versus the 405.8 million estimate.</p><p>Shares of <strong>Teladoc (TDOC)</strong> closed down 3.9% after the virtual care company reported a narrower-than-expected third-quarter loss but revenue of $660 million that missed estimates.</p><p><strong>Stride (LRN)</strong> reported a fiscal first-quarter profit of 11 cents a share, while analysts were forecasting a loss of 37 cents. Revenue in the period rose nearly 13% to $480.2 million. The stock jumped 18%.</p><p><strong>Gap (GPS)</strong> rose 5.2% after shares of the retailer were upgraded to Overweight from Equal Weight at Wells Fargo, which cited “improved cost controls” and new management.</p><p><strong>Thermo Fisher Scientific (TMO)</strong> slumped 5.5% after the leading maker of laboratory equipment and analytical instruments reported third-quarter sales short of Wall Street’s expectations and again slashed its full-year guidance.</p><p><strong>Vicor (VICR)</strong> fell 27% after the maker of modular power components said bookings remained weak.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ca72748c511e28479d82d8c84f55188\" tg-width=\"1080\" tg-height=\"1920\"/></p><h2 id=\"id_2336334682\">Market News</h2><h3 id=\"id_1499452487\" style=\"text-align: start;\">Meta Shares Slide After Warning on Economy Impacting Ads</h3><p>Meta Platforms Inc. warned that its advertising business depends heavily on the macroeconomic environment for spending, sending shares down after an otherwise upbeat earnings report.</p><p style=\"text-align: start;\">“We are very subject to volatility in the macro landscape,” Chief Financial Officer Susan Li said on a call with investors. “The revenue outlook is uncertain” for 2024.</p><p style=\"text-align: start;\">Shares slid about 3% in extended trading.</p><p style=\"text-align: start;\">Meta had appeared to recover from struggles in its ad business that began last year. Third-quarter sales were $34.2 billion, the company said Wednesday, compared with the average analyst estimate of $33.5 billion.</p><h3 id=\"id_3584389578\">Morgan Stanley Names Ted Pick Its Next CEO</h3><p>Morgan Stanley said late Wednesday that Co-President Edward “Ted” Pick will become its chief executive, effective Jan. 1.</p><p style=\"text-align: start;\">Outgoing Chief Executive James Gorman will become executive chairman, Morgan Stanley said. Pick will also join the firm’s board of directors.</p><p>“The board has unanimously determined that Ted Pick is the right person to lead Morgan Stanley and build on the success the firm has achieved under James Gorman’s exceptional leadership,” the company said in a statement.</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>Post-Bell | Nasdaq Sinks 2.4%; Alphabet Tumbles About 10%; Microsoft Gains 3%</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\">\nPost-Bell | Nasdaq Sinks 2.4%; Alphabet Tumbles About 10%; Microsoft Gains 3%\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\">2023-10-26 07:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks tumbled in a broad sell-off on Wednesday as Alphabet shares slid after the Google parent posted disappointing earnings and as U.S. Treasury yields rose, reviving fears that interest rates could stay higher for longer.</p><h2 id=\"id_3626619824\">Market Snapshot</h2><p>The Dow fell 105.45 points, or 0.32%, to 33,035.93, the S&amp;P 500 lost 60.91 points, or 1.43%, to 4,186.77 and the Nasdaq Composite dropped 318.65 points, or 2.43%, to 12,821.22.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39f92cf2d793c73699ebc87e4e7e2c19\" title=\"\" tg-width=\"390\" tg-height=\"192\"/></p><h2 id=\"id_3350154466\">Market Movers</h2><p><strong>Alphabet (GOOGL)</strong> posted earnings in the third quarter that beat analyst estimates but Google Cloud revenue grew just 22% to $8.4 billion, missing forecasts of $8.6 billion and slowing from 28% in the previous quarter. Alphabet shares dropped 9.5%.</p><p><strong>Microsoft‘s (MSFT)</strong> fiscal first-quarter revenue jumped 13% to $56.5 billion and beat Wall Street expectations. Revenue in the company’s Azure cloud business rose 29%, ahead of the pace set in the previous quarter. Microsoft reported profit of $2.99 a share, well ahead of expectations of $2.65. The stock rose 3.1%.</p><p><strong>Boeing (BA)</strong> reported a wider-than-expected loss in the third quarter. The aerospace company reaffirmed guidance for free cash flow of between $3 billion and $5 billion in 2023. The stock fell 2.5%.</p><p><strong>SunPower (SPWR)</strong> dropped 18.2% after the solar panel maker said it would be restating financial statements for 2022 and for the first two quarters of 2023. SunPower said it determined “the value of consignment inventory of microinverter components at certain third-party locations had been overstated in the affected periods in the range of approximately $16 million to $20 million.”</p><p><strong>PayPal Holdings (PYPL)</strong> declined 5.1% and <strong>Block (SQ)</strong> declined 8% after a warning from a major European payments company sent jitters through the industry. </p><p>Chip maker <strong>Texas Instruments (TXN)</strong> reported third-quarter revenue below analysts’ expectations and issued a forecast for its fiscal fourth quarter that also missed. Texas Instruments said it expects revenue in the fourth quarter of between $3.93 billion and $4.27 billion and earnings between $1.35 and $1.57 a share. Analysts were calling for revenue of $4.5 billion and adjusted earnings of $1.79 a share. The stock fell 3.5%.</p><p><strong>General Dynamics (GD)</strong> was up 4% after third-quarter earnings and revenue at the defense company beat analysts’ forecasts.</p><p><strong>WM (WM)</strong>, previously known as Waste Management, was the S&amp;P 500 ‘s top performer Wednesday, rising 6.1%, after beating third-quarter earnings estimates and raising guidance on free cash flow.</p><p>Shares of <strong>Snap (SNAP)</strong> fell 5.4% after the parent of Snapchat reported a third-quarter loss that was narrower than expected and revenue of $1.19 billion that beat analysts’ expectations. Daily active users were 406 million versus the 405.8 million estimate.</p><p>Shares of <strong>Teladoc (TDOC)</strong> closed down 3.9% after the virtual care company reported a narrower-than-expected third-quarter loss but revenue of $660 million that missed estimates.</p><p><strong>Stride (LRN)</strong> reported a fiscal first-quarter profit of 11 cents a share, while analysts were forecasting a loss of 37 cents. Revenue in the period rose nearly 13% to $480.2 million. The stock jumped 18%.</p><p><strong>Gap (GPS)</strong> rose 5.2% after shares of the retailer were upgraded to Overweight from Equal Weight at Wells Fargo, which cited “improved cost controls” and new management.</p><p><strong>Thermo Fisher Scientific (TMO)</strong> slumped 5.5% after the leading maker of laboratory equipment and analytical instruments reported third-quarter sales short of Wall Street’s expectations and again slashed its full-year guidance.</p><p><strong>Vicor (VICR)</strong> fell 27% after the maker of modular power components said bookings remained weak.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ca72748c511e28479d82d8c84f55188\" tg-width=\"1080\" tg-height=\"1920\"/></p><h2 id=\"id_2336334682\">Market News</h2><h3 id=\"id_1499452487\" style=\"text-align: start;\">Meta Shares Slide After Warning on Economy Impacting Ads</h3><p>Meta Platforms Inc. warned that its advertising business depends heavily on the macroeconomic environment for spending, sending shares down after an otherwise upbeat earnings report.</p><p style=\"text-align: start;\">“We are very subject to volatility in the macro landscape,” Chief Financial Officer Susan Li said on a call with investors. “The revenue outlook is uncertain” for 2024.</p><p style=\"text-align: start;\">Shares slid about 3% in extended trading.</p><p style=\"text-align: start;\">Meta had appeared to recover from struggles in its ad business that began last year. Third-quarter sales were $34.2 billion, the company said Wednesday, compared with the average analyst estimate of $33.5 billion.</p><h3 id=\"id_3584389578\">Morgan Stanley Names Ted Pick Its Next CEO</h3><p>Morgan Stanley said late Wednesday that Co-President Edward “Ted” Pick will become its chief executive, effective Jan. 1.</p><p style=\"text-align: start;\">Outgoing Chief Executive James Gorman will become executive chairman, Morgan Stanley said. Pick will also join the firm’s board of directors.</p><p>“The board has unanimously determined that Ted Pick is the right person to lead Morgan Stanley and build on the success the firm has achieved under James Gorman’s exceptional leadership,” the company said in a statement.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LRN":"Stride","SPWR":"SunPower","GOOG":"谷歌","VICR":"Vicor Corporation","WM":"美国废物管理","TDOC":"Teladoc Health Inc.","GOOGL":"谷歌A","GD":"通用动力","SNAP":"Snap Inc","PYPL":"PayPal","SQ":"Block","BA":"波音","MSFT":"微软","TMO":"赛默飞世尔","GPS":"盖璞","MS":"摩根士丹利",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","TXN":"德州仪器",".SPX":"S&P 500 Index","META":"Meta Platforms"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110381138","content_text":"U.S. stocks tumbled in a broad sell-off on Wednesday as Alphabet shares slid after the Google parent posted disappointing earnings and as U.S. Treasury yields rose, reviving fears that interest rates could stay higher for longer.Market SnapshotThe Dow fell 105.45 points, or 0.32%, to 33,035.93, the S&P 500 lost 60.91 points, or 1.43%, to 4,186.77 and the Nasdaq Composite dropped 318.65 points, or 2.43%, to 12,821.22.Market MoversAlphabet (GOOGL) posted earnings in the third quarter that beat analyst estimates but Google Cloud revenue grew just 22% to $8.4 billion, missing forecasts of $8.6 billion and slowing from 28% in the previous quarter. Alphabet shares dropped 9.5%.Microsoft‘s (MSFT) fiscal first-quarter revenue jumped 13% to $56.5 billion and beat Wall Street expectations. Revenue in the company’s Azure cloud business rose 29%, ahead of the pace set in the previous quarter. Microsoft reported profit of $2.99 a share, well ahead of expectations of $2.65. The stock rose 3.1%.Boeing (BA) reported a wider-than-expected loss in the third quarter. The aerospace company reaffirmed guidance for free cash flow of between $3 billion and $5 billion in 2023. The stock fell 2.5%.SunPower (SPWR) dropped 18.2% after the solar panel maker said it would be restating financial statements for 2022 and for the first two quarters of 2023. SunPower said it determined “the value of consignment inventory of microinverter components at certain third-party locations had been overstated in the affected periods in the range of approximately $16 million to $20 million.”PayPal Holdings (PYPL) declined 5.1% and Block (SQ) declined 8% after a warning from a major European payments company sent jitters through the industry. Chip maker Texas Instruments (TXN) reported third-quarter revenue below analysts’ expectations and issued a forecast for its fiscal fourth quarter that also missed. Texas Instruments said it expects revenue in the fourth quarter of between $3.93 billion and $4.27 billion and earnings between $1.35 and $1.57 a share. Analysts were calling for revenue of $4.5 billion and adjusted earnings of $1.79 a share. The stock fell 3.5%.General Dynamics (GD) was up 4% after third-quarter earnings and revenue at the defense company beat analysts’ forecasts.WM (WM), previously known as Waste Management, was the S&P 500 ‘s top performer Wednesday, rising 6.1%, after beating third-quarter earnings estimates and raising guidance on free cash flow.Shares of Snap (SNAP) fell 5.4% after the parent of Snapchat reported a third-quarter loss that was narrower than expected and revenue of $1.19 billion that beat analysts’ expectations. Daily active users were 406 million versus the 405.8 million estimate.Shares of Teladoc (TDOC) closed down 3.9% after the virtual care company reported a narrower-than-expected third-quarter loss but revenue of $660 million that missed estimates.Stride (LRN) reported a fiscal first-quarter profit of 11 cents a share, while analysts were forecasting a loss of 37 cents. Revenue in the period rose nearly 13% to $480.2 million. The stock jumped 18%.Gap (GPS) rose 5.2% after shares of the retailer were upgraded to Overweight from Equal Weight at Wells Fargo, which cited “improved cost controls” and new management.Thermo Fisher Scientific (TMO) slumped 5.5% after the leading maker of laboratory equipment and analytical instruments reported third-quarter sales short of Wall Street’s expectations and again slashed its full-year guidance.Vicor (VICR) fell 27% after the maker of modular power components said bookings remained weak.Market NewsMeta Shares Slide After Warning on Economy Impacting AdsMeta Platforms Inc. warned that its advertising business depends heavily on the macroeconomic environment for spending, sending shares down after an otherwise upbeat earnings report.“We are very subject to volatility in the macro landscape,” Chief Financial Officer Susan Li said on a call with investors. “The revenue outlook is uncertain” for 2024.Shares slid about 3% in extended trading.Meta had appeared to recover from struggles in its ad business that began last year. Third-quarter sales were $34.2 billion, the company said Wednesday, compared with the average analyst estimate of $33.5 billion.Morgan Stanley Names Ted Pick Its Next CEOMorgan Stanley said late Wednesday that Co-President Edward “Ted” Pick will become its chief executive, effective Jan. 1.Outgoing Chief Executive James Gorman will become executive chairman, Morgan Stanley said. Pick will also join the firm’s board of directors.“The board has unanimously determined that Ted Pick is the right person to lead Morgan Stanley and build on the success the firm has achieved under James Gorman’s exceptional leadership,” the company said in a statement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985602399,"gmtCreate":1667363403512,"gmtModify":1676537905583,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a><v-v data-views=\"0\"></v-v>","text":"$Alibaba(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985602399","isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982361549,"gmtCreate":1667097962281,"gmtModify":1676537860588,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9982361549","repostId":"1143172606","repostType":4,"repost":{"id":"1143172606","pubTimestamp":1667096273,"share":"https://www.laohu8.com/m/news/1143172606?lang=&edition=full","pubTime":"2022-10-30 10:17","market":"us","language":"en","title":"Intel to Cut Workforce as Part of Massive Cost Reduction Efforts","url":"https://stock-news.laohu8.com/highlight/detail?id=1143172606","media":"TipRanks","summary":"Story HighlightsIntel is targeting up to $10 billion in cost savings by 2025 through various initiat","content":"<div>\n<p>Story HighlightsIntel is targeting up to $10 billion in cost savings by 2025 through various initiatives, including job cuts. The company’s actions reflect the impact of macro challenges and lower ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/intel-nasdaqintc-to-cut-workforce-as-part-of-massive-cost-reduction-efforts\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel to Cut Workforce as Part of Massive Cost Reduction Efforts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel to Cut Workforce as Part of Massive Cost Reduction Efforts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-30 10:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/intel-nasdaqintc-to-cut-workforce-as-part-of-massive-cost-reduction-efforts><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsIntel is targeting up to $10 billion in cost savings by 2025 through various initiatives, including job cuts. The company’s actions reflect the impact of macro challenges and lower ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/intel-nasdaqintc-to-cut-workforce-as-part-of-massive-cost-reduction-efforts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.tipranks.com/news/article/intel-nasdaqintc-to-cut-workforce-as-part-of-massive-cost-reduction-efforts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143172606","content_text":"Story HighlightsIntel is targeting up to $10 billion in cost savings by 2025 through various initiatives, including job cuts. The company’s actions reflect the impact of macro challenges and lower demand in the semiconductor space.Intel (NASDAQ: INTC) impressed investors with its better-than-anticipated third-quarter earnings and its aggressive cost savings plans amid tough business conditions. The semiconductor giant aims to deliver $3 billion in cost reductions next year and is targeting $8 billion to $10 billion in annualized cost reductions and efficiency benefits by the end of 2025.Intel’s CEO Pat Gelsinger stated, “To position ourselves for this business cycle, we are aggressively addressing costs and driving efficiencies across the business to accelerate our IDM 2.0 flywheel for the digital future.” Intel recorded restructuring charges of $664 million in Q3 as part of its cost reduction initiatives.The company’s cost reduction actions include headcount optimization. In an interview with Reuters, Gelsinger indicated that the headcount optimization will begin in the fourth quarter, although he didn’t provide any details on how many employees will be impacted.Intel stock was up 5.6% in Thursday’s extended trading session. Shares have declined 49% year-to-date due to a broader tech sell-off and demand concerns in the semiconductor space.Intel’s Outlook Reflects PressureIntel’s Q3 adjusted earnings per share (EPS) declined 59% year-over-year to $0.59 due to lower revenue and margin pressure. However, adjusted EPS topped analysts’ consensus estimate of $0.34 due to lower-than-anticipated taxes.Revenue declined 20% to $15.3 billion due to lower revenue from the Client Computing and Datacenter and AI segments.Intel lowered its full-year guidance, citing macro headwinds. The company now expects adjusted EPS of $1.95 and revenue in the range of $63 billion to $64 billion. It had earlier projected adjusted EPS of $2.30 and revenue between $65 billion to $68 billion.Is Intel Buy, Sell, or Hold?Following the print, Rosenblatt Securities analyst Hans Mosesmann reiterated a Sell rating on Intel stock and lowered the price target to $20 from $30.Mosesmann  stated, “Weak outlook across the board and a macro malaise expected to continue well into 2023 creates an immensely delicate balance in committed CapEx expansion, FCF neutrality targets, share losses in data center, non-trivial employee reduction efforts, and a foundry services business that will take years to play out.”Overall, Wall Street is sidelined on Intel stock, with a Hold consensus rating based on four Buys, 14 Holds, and 11 Sells. The average Intel stock price target of $33 implies a 25.6% upside potential.ConclusionIntel is taking the required steps to fight challenging market conditions and improve profitability. However, Wall Street remains cautious as the company has been losing ground to rivals like Advanced Micro Devices (AMD).","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072294445,"gmtCreate":1658034811987,"gmtModify":1676536096884,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInves(9CI.SI)$</a>Buy the dip?","listText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInves(9CI.SI)$</a>Buy the dip?","text":"$CapitaLandInves(9CI.SI)$Buy the 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T(AU8U.SI)$Patient","images":[{"img":"https://community-static.tradeup.com/news/6588d7fe69dd0b96adfd5207d64d2991","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066261845","isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9066020637,"gmtCreate":1651823826830,"gmtModify":1676534978569,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>Getting larger&nbsp;n larger&nbsp;&nbsp;haircut","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>Getting larger&nbsp;n larger&nbsp;&nbsp;haircut","text":"$NIO Inc.(NIO)$Getting larger n larger 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more?","images":[{"img":"https://community-static.tradeup.com/news/8522e8215fb3d5dfc4bae01b3f25e38c","width":"1125","height":"3281"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063024758","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":253315618591000,"gmtCreate":1702855332812,"gmtModify":1702855335825,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/K71U.SI\">$KEPPEL REIT(K71U.SI)$&nbsp;</a>Great","listText":"<a href=\"https://ttm.financial/S/K71U.SI\">$KEPPEL REIT(K71U.SI)$&nbsp;</a>Great","text":"$KEPPEL REIT(K71U.SI)$ Great","images":[{"img":"https://community-static.tradeup.com/news/0a6e484abcc7abe3a7dacb63b2222852","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/253315618591000","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":832859955,"gmtCreate":1629609468577,"gmtModify":1676530079445,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/832859955","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">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","QCOM":"高通","AMZN":"亚马逊","GOOG":"谷歌","NVDA":"英伟达","ASML":"阿斯麦","SNPS":"新思科技","SSNLF":"三星电子","GOOGL":"谷歌A","ON":"安森美半导体","TSM":"台积电","CDNS":"铿腾电子","SOXX":"iShares费城交易所半导体ETF"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009996501,"gmtCreate":1640408949520,"gmtModify":1676533520082,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>Buy the dip?","listText":"<a href=\"https://ttm.financial/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>Buy the dip?","text":"$CITY DEVELOPMENTS LIMITED(C09.SI)$Buy the dip?","images":[{"img":"https://static.itradeup.com/news/a4f0f857ca738a329781b5241f750171","width":"1125","height":"3004"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009996501","isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9080446573,"gmtCreate":1649910082290,"gmtModify":1676534605343,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$</a>In the red for now","listText":"<a href=\"https://ttm.financial/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$</a>In the red for now","text":"$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$In the red for now","images":[{"img":"https://community-static.tradeup.com/news/b9e59f8ed6f53b9cdc8cb3eb21fff640","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080446573","isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9072294445,"gmtCreate":1658034811987,"gmtModify":1676536096884,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInves(9CI.SI)$</a>Buy the dip?","listText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInves(9CI.SI)$</a>Buy the dip?","text":"$CapitaLandInves(9CI.SI)$Buy the dip?","images":[{"img":"https://community-static.tradeup.com/news/f56e3743bedccc780e1555402ec5c55c","width":"1125","height":"3280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/9072294445","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578971018458145","authorId":"3578971018458145","name":"ocean_wave","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"[OK]","text":"[OK]","html":"[OK]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9014163065,"gmtCreate":1649633705207,"gmtModify":1676534539746,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/G13.SI\">$GENTING SINGAPORE LIMITED(G13.SI)$</a>Trending up soon ?","listText":"<a href=\"https://ttm.financial/S/G13.SI\">$GENTING SINGAPORE LIMITED(G13.SI)$</a>Trending up soon ?","text":"$GENTING SINGAPORE LIMITED(G13.SI)$Trending up soon ?","images":[{"img":"https://community-static.tradeup.com/news/5260081d17ad036695c0dfd21432311d","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014163065","isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":179568485,"gmtCreate":1626565185647,"gmtModify":1703761679024,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Crash may be an opportunity if you are ready","listText":"Crash may be an opportunity if you are ready","text":"Crash may be an opportunity if you are ready","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/179568485","repostId":"1149577900","repostType":4,"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013166850,"gmtCreate":1648691603555,"gmtModify":1676534380672,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$</a>Still waiting for it to be a profitable trade","listText":"<a href=\"https://ttm.financial/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$</a>Still waiting for it to be a profitable trade","text":"$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$Still waiting for it to be a profitable trade","images":[{"img":"https://community-static.tradeup.com/news/897c3059af0856b4d3c0a004b21870e2","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013166850","isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9080008423,"gmtCreate":1649815416729,"gmtModify":1676534582490,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInves(9CI.SI)$</a>Uptrend ?","listText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInves(9CI.SI)$</a>Uptrend ?","text":"$CapitaLandInves(9CI.SI)$Uptrend ?","images":[{"img":"https://community-static.tradeup.com/news/9b686051209e242e1def94fdeeec8d5f","width":"1125","height":"3281"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080008423","isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093688471950400","authorId":"4093688471950400","name":"SGboy","avatar":"https://static.tigerbbs.com/53fad8dabfd576c90fe8050483aa504f","crmLevel":7,"crmLevelSwitch":1},"content":"Progress slowly. in the long run, personally i think its worth investing. in case you want a fast progress company, i will recommend City Dev.","text":"Progress slowly. in the long run, personally i think its worth investing. in case you want a fast progress company, i will recommend City Dev.","html":"Progress slowly. in the long run, personally i think its worth investing. in case you want a fast progress company, i will recommend City Dev."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9065705049,"gmtCreate":1652231448781,"gmtModify":1676535057773,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInves(9CI.SI)$</a>Good stock to buy?","listText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInves(9CI.SI)$</a>Good stock to buy?","text":"$CapitaLandInves(9CI.SI)$Good stock to buy?","images":[{"img":"https://community-static.tradeup.com/news/67f21b002ac09e745035f57e2723f96e","width":"1125","height":"3281"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065705049","isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9081542706,"gmtCreate":1650257611153,"gmtModify":1676534680940,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UD1U.SI\">$IREIT GLOBAL(UD1U.SI)$</a>Good stock to buy ?","listText":"<a href=\"https://ttm.financial/S/UD1U.SI\">$IREIT GLOBAL(UD1U.SI)$</a>Good stock to buy ?","text":"$IREIT GLOBAL(UD1U.SI)$Good stock to buy ?","images":[{"img":"https://community-static.tradeup.com/news/349b67ce4b3992470a49173bf79cbf69","width":"1125","height":"3281"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081542706","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":177026886,"gmtCreate":1627170717345,"gmtModify":1703484906061,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"It should be","listText":"It should be","text":"It should be","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/177026886","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p>","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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">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","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170507003,"gmtCreate":1626440571102,"gmtModify":1703760202223,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$</a>When will it turn green for me?","listText":"<a href=\"https://laohu8.com/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$</a>When will it turn green for me?","text":"$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$When will it turn green for me?","images":[{"img":"https://static.tigerbbs.com/fa085d5ff35bb52030da6db50f823b96","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/170507003","isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9982361549,"gmtCreate":1667097962281,"gmtModify":1676537860588,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9982361549","repostId":"1143172606","repostType":4,"repost":{"id":"1143172606","pubTimestamp":1667096273,"share":"https://www.laohu8.com/m/news/1143172606?lang=&edition=full","pubTime":"2022-10-30 10:17","market":"us","language":"en","title":"Intel to Cut Workforce as Part of Massive Cost Reduction Efforts","url":"https://stock-news.laohu8.com/highlight/detail?id=1143172606","media":"TipRanks","summary":"Story HighlightsIntel is targeting up to $10 billion in cost savings by 2025 through various initiat","content":"<div>\n<p>Story HighlightsIntel is targeting up to $10 billion in cost savings by 2025 through various initiatives, including job cuts. The company’s actions reflect the impact of macro challenges and lower ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/intel-nasdaqintc-to-cut-workforce-as-part-of-massive-cost-reduction-efforts\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel to Cut Workforce as Part of Massive Cost Reduction Efforts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel to Cut Workforce as Part of Massive Cost Reduction Efforts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-30 10:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/intel-nasdaqintc-to-cut-workforce-as-part-of-massive-cost-reduction-efforts><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsIntel is targeting up to $10 billion in cost savings by 2025 through various initiatives, including job cuts. The company’s actions reflect the impact of macro challenges and lower ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/intel-nasdaqintc-to-cut-workforce-as-part-of-massive-cost-reduction-efforts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.tipranks.com/news/article/intel-nasdaqintc-to-cut-workforce-as-part-of-massive-cost-reduction-efforts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143172606","content_text":"Story HighlightsIntel is targeting up to $10 billion in cost savings by 2025 through various initiatives, including job cuts. The company’s actions reflect the impact of macro challenges and lower demand in the semiconductor space.Intel (NASDAQ: INTC) impressed investors with its better-than-anticipated third-quarter earnings and its aggressive cost savings plans amid tough business conditions. The semiconductor giant aims to deliver $3 billion in cost reductions next year and is targeting $8 billion to $10 billion in annualized cost reductions and efficiency benefits by the end of 2025.Intel’s CEO Pat Gelsinger stated, “To position ourselves for this business cycle, we are aggressively addressing costs and driving efficiencies across the business to accelerate our IDM 2.0 flywheel for the digital future.” Intel recorded restructuring charges of $664 million in Q3 as part of its cost reduction initiatives.The company’s cost reduction actions include headcount optimization. In an interview with Reuters, Gelsinger indicated that the headcount optimization will begin in the fourth quarter, although he didn’t provide any details on how many employees will be impacted.Intel stock was up 5.6% in Thursday’s extended trading session. Shares have declined 49% year-to-date due to a broader tech sell-off and demand concerns in the semiconductor space.Intel’s Outlook Reflects PressureIntel’s Q3 adjusted earnings per share (EPS) declined 59% year-over-year to $0.59 due to lower revenue and margin pressure. However, adjusted EPS topped analysts’ consensus estimate of $0.34 due to lower-than-anticipated taxes.Revenue declined 20% to $15.3 billion due to lower revenue from the Client Computing and Datacenter and AI segments.Intel lowered its full-year guidance, citing macro headwinds. The company now expects adjusted EPS of $1.95 and revenue in the range of $63 billion to $64 billion. It had earlier projected adjusted EPS of $2.30 and revenue between $65 billion to $68 billion.Is Intel Buy, Sell, or Hold?Following the print, Rosenblatt Securities analyst Hans Mosesmann reiterated a Sell rating on Intel stock and lowered the price target to $20 from $30.Mosesmann  stated, “Weak outlook across the board and a macro malaise expected to continue well into 2023 creates an immensely delicate balance in committed CapEx expansion, FCF neutrality targets, share losses in data center, non-trivial employee reduction efforts, and a foundry services business that will take years to play out.”Overall, Wall Street is sidelined on Intel stock, with a Hold consensus rating based on four Buys, 14 Holds, and 11 Sells. The average Intel stock price target of $33 implies a 25.6% upside potential.ConclusionIntel is taking the required steps to fight challenging market conditions and improve profitability. However, Wall Street remains cautious as the company has been losing ground to rivals like Advanced Micro Devices (AMD).","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082017930,"gmtCreate":1650502479153,"gmtModify":1676534739317,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/F34.SI\">$WILMAR INTERNATIONAL LIMITED(F34.SI)$</a>Good stock to buy?","listText":"<a href=\"https://ttm.financial/S/F34.SI\">$WILMAR INTERNATIONAL LIMITED(F34.SI)$</a>Good stock to buy?","text":"$WILMAR INTERNATIONAL LIMITED(F34.SI)$Good stock to buy?","images":[{"img":"https://community-static.tradeup.com/news/851108c011dd84777494f2c97f94d787","width":"1125","height":"3281"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082017930","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578630064980119","authorId":"3578630064980119","name":"BGTAN","avatar":"https://static.tigerbbs.com/8ca7305b1f6bd1d4dd9abf3c54e6fbdb","crmLevel":3,"crmLevelSwitch":1},"content":"yes. for long term only. not for trading","text":"yes. for long term only. not for trading","html":"yes. for long term only. not for trading"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9080442035,"gmtCreate":1649910121324,"gmtModify":1676534605350,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MZH.SI\">$Nanofilm(MZH.SI)$</a>Potential?","listText":"<a href=\"https://ttm.financial/S/MZH.SI\">$Nanofilm(MZH.SI)$</a>Potential?","text":"$Nanofilm(MZH.SI)$Potential?","images":[{"img":"https://community-static.tradeup.com/news/e407918bc2b3019ceb77d62cbbcd2435","width":"1125","height":"3281"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080442035","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9015822287,"gmtCreate":1649465595829,"gmtModify":1676534516173,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>Uptrend?","listText":"<a href=\"https://ttm.financial/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>Uptrend?","text":"$CITY DEVELOPMENTS LIMITED(C09.SI)$Uptrend?","images":[{"img":"https://community-static.tradeup.com/news/d8df5eb8c7790f56d89829f5684cf605","width":"1125","height":"3281"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015822287","isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569374301908252","authorId":"3569374301908252","name":"Supertooth","avatar":"https://static.tigerbbs.com/61f9dd5a09490dcc3db856532e674755","crmLevel":3,"crmLevelSwitch":1},"content":"Yes pullbaxk and next week chiong up to $10. Please like","text":"Yes pullbaxk and next week chiong up to $10. Please like","html":"Yes pullbaxk and next week chiong up to $10. Please like"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9019598633,"gmtCreate":1648606007315,"gmtModify":1676534363579,"author":{"id":"3577786763516944","authorId":"3577786763516944","name":"SeahWK","avatar":"https://static.tigerbbs.com/3d48b320070b92770d65891393ac41a3","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/G13.SI\">$GENTING SINGAPORE LIMITED(G13.SI)$</a>Stock to buy?","listText":"<a href=\"https://ttm.financial/S/G13.SI\">$GENTING SINGAPORE LIMITED(G13.SI)$</a>Stock to buy?","text":"$GENTING SINGAPORE LIMITED(G13.SI)$Stock to buy?","images":[{"img":"https://community-static.tradeup.com/news/10948e5d6e7714ac0110fa639d38490f","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019598633","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}