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Kennytth

Kennytth

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2022-12-10

Go with the flow

Top Calls on Wall Street: Apple, Tesla, Nvidia, Microsoft, Google, Netflix, Coinbase and More

2022-12-09

Ok

Tesla to Shorten Shanghai Shifts, Delay Hiring

2022-12-07

Thoughts for food

Nvidia: Hypergrowth Or Hardly Growth?

2022-11-30

Yippee

Apple Pay Is on Fire This Holiday Season

2022-11-28

Good

Tesla Stock Jumps 1.5% in Morning Trading

2022-11-27

Yup

Meta vs. Block: 2 Tumbling Tech Titans Pivoting Hard

2022-11-25

[Speechless]

Amazon Workers Called to Strike Across Globe on Black Friday

2022-11-23

Ok

US STOCKS-Retailer, Energy Boost Helps Wall Street Rally

2022-11-23

Ok

Sorry, the original content has been removed

2022-11-23

Hmmm

Tesla’s Sinking Shares Leave Wall Street Analyst Targets in Dust

2022-11-22

Buy buy buy

Nvidia Scores a Huge Win -- Microsoft Will Be First Public Cloud to Adopt Its AI Stack

2022-11-21

Good move

Sorry, the original content has been removed

2022-11-21

Buy buy buy

Microsoft Stock: Almost A Buy

2022-11-20

[LOL]

Sorry, the original content has been removed

2022-11-18

Good

Meta Confronts an Apple-Sized Hole in Its Once-Mighty Advertising Business

2022-11-17

[Salute]

Singapore’s Sea Is Passing Through the Storm

2022-11-17

[Cool]

Sorry, the original content has been removed

2022-11-17

[Sad]

Top Calls on Wall Street: Micron, Qualcomm, Tencent Music and More

2022-11-17

[Facepalm]

EV Stocks Crashed in Morning Trading, with Arrival Slumping 9.75%

2022-11-15

Ok

Jeff Bezos Says He Will Give Most of His Money to Charity

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with the flow","listText":"Go with the flow","text":"Go with the flow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9929105377","repostId":"1148432063","repostType":2,"repost":{"id":"1148432063","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":1670599273,"share":"https://ttm.financial/m/news/1148432063?lang=&edition=fundamental","pubTime":"2022-12-09 23:21","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Nvidia, Microsoft, Google, Netflix, Coinbase and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1148432063","media":"Tiger Newspress","summary":"Here are Friday’s biggest calls on Wall Street:Goldman Sachs names Microsoft a top 2023 pickGoldman ","content":"<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2>Goldman Sachs names Microsoft a top 2023 pick</h2><p>Goldman said Microsoft is a top defensive stock in a downturn.</p><blockquote>“Based on GS Macro’s call for a soft landing and our research, we highlight a group of defensive stocks for a downturn.”</blockquote><h2>Goldman Sachs upgrades Jazz Pharmaceuticals to buy from neutral</h2><p>Goldman said it sees “multiple upside levers” for the pharmaceutical company.</p><blockquote>“We are upgrading JAZZ from Neutral to Buy given our positive outlook on operating margin performance and the potential for multiple upside levers.”</blockquote><h2>Cowen names Costco a top 2023 pick</h2><p>Cowen said Costco is well positioned in a deteriorating macro environment.</p><blockquote>“COST is well positioned in an inflationary environment as higher income households &amp; existing customers seek bargains.”</blockquote><h2>Cowen names Caterpillar a top 2023 pick</h2><p>Cowen said the company is well positioned heading into 2023.</p><blockquote>“We’ve long held that this cycle’s peak will come in 2024 or later for CAT.We think the Street is just starting to warm up to this view.”</blockquote><h2>Cowen names Analog Devices a top 2023 pick</h2><p>Cowen said it sees an “upside in a favorable backdrop” for the semiconductor manufacturer.</p><blockquote>“We believe ADI presents one of the best and cleanest capital return stories in semis.”</blockquote><h2>Cowen names Workday a top 2023 pick</h2><p>Cowen said it sees “compelling growth” for Workday heading into 2023.</p><blockquote>“We name WDAY our Best Idea for 2023. Our checks continue to suggest strong durability in Back Office spending.”</blockquote><h2>Mizuho downgrades Coinbase to underperform from neutral</h2><p>Mizuho said consensus around the crypto exchange is too optimistic.</p><blockquote>“We expect depressed crypto volumes in 2023-24.”</blockquote><h2>Wells Fargo upgrades Netflix to overweight from equal weight</h2><p>Wells said in its upgrade of Netflix that it sees a “positive catalyst path in 2023, led by lower churn and stable subs.”</p><blockquote>“We think the pull-forward from COVID is now mostly digested, with global connectivity still providing a long-term tailwind of ~+8mm net adds annually.”</blockquote><h2>Raymond James initiates SLB as outperform and Halliburton as strong buy</h2><p>Raymond James initiated several oil field stocks and said it sees a “strong macro backdrop.”</p><blockquote>“After a couple year hiatus, Raymond James is relaunching coverage of the oilfield services sector, focusing on some of the leaders in their respective subsectors: Halliburton Company (HAL), NexTier Oilfield Solutions Inc. (NEX), and Patterson-UTI Energy, Inc. (PTEN) at Strong Buy, along with Arch rock, Inc. (AROC), NOV, Inc. (NOV), and Schlumberger Limited (SLB)at Outperform.”</blockquote><h2>Cowen names Netflix a top 2023 pick</h2><p>Cowen said it sees free-cash flow ramping up for Netflix in 2023.</p><blockquote>“The key drivers for NFLX’s shares in ’23 are (i) New monetization levers, including the new lower price ad tier (which could drive accelerating net member adds) and the paid sharing solution launching globally in ’23; (ii) Revenue re-accelerating in 2H23.”</blockquote><h2>Piper Sandler reiterates Tesla as overweight</h2><p>Piper said Tesla production cuts may be necessary if China sales slow, but that’s it’s sticking with its overweight rating on the stock.</p><blockquote>“Overnight, the China Passenger Car Association (CPCA) released data regarding vehicle sales in November. Retail sales fell by 9.5% vs. 2021, but notably, sales have now fallen sequentially for two straight months. This is the first time since 2008 that China’s car market has declined m/m in both October and November, which are two of the seasonally strongest months in the year.”</blockquote><h2>William Blair names Alphabet as a top 2023 pick</h2><p>William Blair named Alphabet as a top idea for 2023 and said it sees strength in advertising budgets.</p><blockquote>“As noted in our digital ad report search advertising spending continued through the Great Financial Crisis. U.S. search spending has grown every year since 2000, while increasing nearly 17% on average per year from 2007 to 2021.”</blockquote><h2>Morgan Stanley reiterates Apple as overweight</h2><p>Morgan Stanley said investors should take advantage of any weakness and buy the dip in shares of Apple.</p><blockquote>“Net, while we understand why investors are focused on units price and the Dec Q disruption, we believe any stock dislocation on the back of supply-related disruptions presents an opportunity to own one of the highest quality tech platforms featuring a first-rate management team and consistent execution that is trading in-line with its trailing 5 year average P/E.”</blockquote><h2>JPMorgan names Nvidia and Marvel as top 2023 picks</h2><p>JPMorgan named several semi stocks such as Nvidia and Marvel as top ideas for 2023, noting the bad news is already priced in.</p><blockquote>“At this point, we believe estimates have now been sufficiently de-risked after the 2nd/3rd round of estimate cuts following the October earnings season and stocks have now stopped reacting negatively to bad news/earnings as the market looks through CY23 and starts to discount a better CY24 demand environment.”</blockquote><h2>Morgan Stanley upgrades Vale to overweight from equal weight</h2><p>Morgan Stanley said in its upgrade of the mining company that it sees a “cocktail” of positive catalysts forVale.</p><blockquote>“Our move is based on iron ore price momentum into 1H23, supported by reduced supply, China exiting its COVID-zero policy, and positive property market policies in the country.”</blockquote><h2>Jefferies downgrades MetLife to hold from buy</h2><p>Jefferies says shares of MetLife are too “crowded” heading into 2023.</p><blockquote>“To us, 2022 will be a tough act to follow for life stocks. We don’t see YTD tailwinds from rising interest rates, lower COVID mortality and low credit losses as drivers of P/E expansion in 2023, yet see some recessionary risks.”</blockquote><h2>Morgan Stanley downgrades NRG Energy to equal weight from overweight</h2><p>Morgan Stanley said it sees a challenging backdrop for the nuclear energy company.</p><blockquote>“NRG’s announced acquisition of VVNT brings a new more challenging business, more debt and limited FCF initially.”</blockquote><h2>JPMorgan names Live Nation a top 2023 pick</h2><p>JPMorgan said it sees “multiple organic growth drivers” heading into 2023 for the concert company.</p><blockquote>“Concerts remain a supply driven market, and supply for 2023 looks strong. Conversations with promoters indicate breadth of offerings, including acts that couldn’t or didn’t want to tour in pandemic-impacted 2022.LYV indicators (event-deferred + ticket sales) tracking well.”</blockquote><h2>Loop reiterates McDonald’s as buy</h2><p>Loop said the rollout of McDonald’s Better Burger should bring significant upside.</p><blockquote>“Our franchisee contacts expect ‘Better Burger’ to be the next big thing for McDonald’s in the U.S. next year.”</blockquote><h2>Deutsche Bank names Las Vegas Sands and Wynn Resorts top 2023 picks</h2><p>Deutsche named several casino stocks as top picks for next year and said it sees a “profitable growth environment.”</p><blockquote>“We believe WYNN and LVS represent the best opportunities for pure broader equity market alpha within gaming for 2023, given the profitable growth environment that should emerge as China reopens and demand returns to Macau.”</blockquote><h2>Argus downgrades Beyond Meat to sell from hold</h2><p>Argus said in its downgrade of the stock that demand continues to fall.</p><blockquote>“Demand for Beyond Meat’splant-based protein has fallen amid weaker economic conditions, and many customers are trading down to cheaper alternatives.”</blockquote><h2>Needham downgrades Carvana to hold from buy</h2><p>Needham said it sees no signs of a turnaround for the stock.</p><blockquote>“It’s possible the market is implying a near-term bankruptcy filing given the 25% decline in CVNA shares over the past two days (versus a 1% increase in the S&amp;P 500) despite the company’s potential sources of cash.”</blockquote><h2>Bank of America upgrades Credit Suisse to buy from neutral</h2><p>Bank of America said in its downgrade of the global investment bank that the worst appears to be behind it.</p><blockquote>“We see the rebuild of Credit Suisse(CS) taking time: the outflows in October and early November were a setback to the recovery plan, we think.”</blockquote><h2>Morgan Stanley reiterates Lululemon as overweight</h2><p>Morgan Stanley said the company’s fundamentals remain strong after its earnings report on Thursday.</p><blockquote>“LULU’s $2.00 3Q EPS came in ~1% ahead of Street expectations &amp; above the high-end of guidance, making for its 10th consecutive quarter surpassing consensus estimates.”</blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Apple, Tesla, Nvidia, Microsoft, Google, Netflix, Coinbase and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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existing customers seek bargains.”</blockquote><h2>Cowen names Caterpillar a top 2023 pick</h2><p>Cowen said the company is well positioned heading into 2023.</p><blockquote>“We’ve long held that this cycle’s peak will come in 2024 or later for CAT.We think the Street is just starting to warm up to this view.”</blockquote><h2>Cowen names Analog Devices a top 2023 pick</h2><p>Cowen said it sees an “upside in a favorable backdrop” for the semiconductor manufacturer.</p><blockquote>“We believe ADI presents one of the best and cleanest capital return stories in semis.”</blockquote><h2>Cowen names Workday a top 2023 pick</h2><p>Cowen said it sees “compelling growth” for Workday heading into 2023.</p><blockquote>“We name WDAY our Best Idea for 2023. Our checks continue to suggest strong durability in Back Office spending.”</blockquote><h2>Mizuho downgrades Coinbase to underperform from neutral</h2><p>Mizuho said consensus around the crypto exchange is too optimistic.</p><blockquote>“We expect depressed crypto volumes in 2023-24.”</blockquote><h2>Wells Fargo upgrades Netflix to overweight from equal weight</h2><p>Wells said in its upgrade of Netflix that it sees a “positive catalyst path in 2023, led by lower churn and stable subs.”</p><blockquote>“We think the pull-forward from COVID is now mostly digested, with global connectivity still providing a long-term tailwind of ~+8mm net adds annually.”</blockquote><h2>Raymond James initiates SLB as outperform and Halliburton as strong buy</h2><p>Raymond James initiated several oil field stocks and said it sees a “strong macro backdrop.”</p><blockquote>“After a couple year hiatus, Raymond James is relaunching coverage of the oilfield services sector, focusing on some of the leaders in their respective subsectors: Halliburton Company (HAL), NexTier Oilfield Solutions Inc. (NEX), and Patterson-UTI Energy, Inc. (PTEN) at Strong Buy, along with Arch rock, Inc. (AROC), NOV, Inc. (NOV), and Schlumberger Limited (SLB)at Outperform.”</blockquote><h2>Cowen names Netflix a top 2023 pick</h2><p>Cowen said it sees free-cash flow ramping up for Netflix in 2023.</p><blockquote>“The key drivers for NFLX’s shares in ’23 are (i) New monetization levers, including the new lower price ad tier (which could drive accelerating net member adds) and the paid sharing solution launching globally in ’23; (ii) Revenue re-accelerating in 2H23.”</blockquote><h2>Piper Sandler reiterates Tesla as overweight</h2><p>Piper said Tesla production cuts may be necessary if China sales slow, but that’s it’s sticking with its overweight rating on the stock.</p><blockquote>“Overnight, the China Passenger Car Association (CPCA) released data regarding vehicle sales in November. Retail sales fell by 9.5% vs. 2021, but notably, sales have now fallen sequentially for two straight months. This is the first time since 2008 that China’s car market has declined m/m in both October and November, which are two of the seasonally strongest months in the year.”</blockquote><h2>William Blair names Alphabet as a top 2023 pick</h2><p>William Blair named Alphabet as a top idea for 2023 and said it sees strength in advertising budgets.</p><blockquote>“As noted in our digital ad report search advertising spending continued through the Great Financial Crisis. U.S. search spending has grown every year since 2000, while increasing nearly 17% on average per year from 2007 to 2021.”</blockquote><h2>Morgan Stanley reiterates Apple as overweight</h2><p>Morgan Stanley said investors should take advantage of any weakness and buy the dip in shares of Apple.</p><blockquote>“Net, while we understand why investors are focused on units price and the Dec Q disruption, we believe any stock dislocation on the back of supply-related disruptions presents an opportunity to own one of the highest quality tech platforms featuring a first-rate management team and consistent execution that is trading in-line with its trailing 5 year average P/E.”</blockquote><h2>JPMorgan names Nvidia and Marvel as top 2023 picks</h2><p>JPMorgan named several semi stocks such as Nvidia and Marvel as top ideas for 2023, noting the bad news is already priced in.</p><blockquote>“At this point, we believe estimates have now been sufficiently de-risked after the 2nd/3rd round of estimate cuts following the October earnings season and stocks have now stopped reacting negatively to bad news/earnings as the market looks through CY23 and starts to discount a better CY24 demand environment.”</blockquote><h2>Morgan Stanley upgrades Vale to overweight from equal weight</h2><p>Morgan Stanley said in its upgrade of the mining company that it sees a “cocktail” of positive catalysts forVale.</p><blockquote>“Our move is based on iron ore price momentum into 1H23, supported by reduced supply, China exiting its COVID-zero policy, and positive property market policies in the country.”</blockquote><h2>Jefferies downgrades MetLife to hold from buy</h2><p>Jefferies says shares of MetLife are too “crowded” heading into 2023.</p><blockquote>“To us, 2022 will be a tough act to follow for life stocks. We don’t see YTD tailwinds from rising interest rates, lower COVID mortality and low credit losses as drivers of P/E expansion in 2023, yet see some recessionary risks.”</blockquote><h2>Morgan Stanley downgrades NRG Energy to equal weight from overweight</h2><p>Morgan Stanley said it sees a challenging backdrop for the nuclear energy company.</p><blockquote>“NRG’s announced acquisition of VVNT brings a new more challenging business, more debt and limited FCF initially.”</blockquote><h2>JPMorgan names Live Nation a top 2023 pick</h2><p>JPMorgan said it sees “multiple organic growth drivers” heading into 2023 for the concert company.</p><blockquote>“Concerts remain a supply driven market, and supply for 2023 looks strong. Conversations with promoters indicate breadth of offerings, including acts that couldn’t or didn’t want to tour in pandemic-impacted 2022.LYV indicators (event-deferred + ticket sales) tracking well.”</blockquote><h2>Loop reiterates McDonald’s as buy</h2><p>Loop said the rollout of McDonald’s Better Burger should bring significant upside.</p><blockquote>“Our franchisee contacts expect ‘Better Burger’ to be the next big thing for McDonald’s in the U.S. next year.”</blockquote><h2>Deutsche Bank names Las Vegas Sands and Wynn Resorts top 2023 picks</h2><p>Deutsche named several casino stocks as top picks for next year and said it sees a “profitable growth environment.”</p><blockquote>“We believe WYNN and LVS represent the best opportunities for pure broader equity market alpha within gaming for 2023, given the profitable growth environment that should emerge as China reopens and demand returns to Macau.”</blockquote><h2>Argus downgrades Beyond Meat to sell from hold</h2><p>Argus said in its downgrade of the stock that demand continues to fall.</p><blockquote>“Demand for Beyond Meat’splant-based protein has fallen amid weaker economic conditions, and many customers are trading down to cheaper alternatives.”</blockquote><h2>Needham downgrades Carvana to hold from buy</h2><p>Needham said it sees no signs of a turnaround for the stock.</p><blockquote>“It’s possible the market is implying a near-term bankruptcy filing given the 25% decline in CVNA shares over the past two days (versus a 1% increase in the S&amp;P 500) despite the company’s potential sources of cash.”</blockquote><h2>Bank of America upgrades Credit Suisse to buy from neutral</h2><p>Bank of America said in its downgrade of the global investment bank that the worst appears to be behind it.</p><blockquote>“We see the rebuild of Credit Suisse(CS) taking time: the outflows in October and early November were a setback to the recovery plan, we think.”</blockquote><h2>Morgan Stanley reiterates Lululemon as overweight</h2><p>Morgan Stanley said the company’s fundamentals remain strong after its earnings report on Thursday.</p><blockquote>“LULU’s $2.00 3Q EPS came in ~1% ahead of Street expectations &amp; above the high-end of guidance, making for its 10th consecutive quarter surpassing consensus estimates.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADI":"亚德诺","COIN":"Coinbase Global, Inc.","LVS":"金沙集团","GOOGL":"谷歌A","MSFT":"微软","VALE":"淡水河谷","LYV":"Live Nation Entertainment","AAPL":"苹果","GOOG":"谷歌","JAZZ":"爵士制药","BYND":"Beyond Meat, Inc.","WYNN":"永利度假村","TSLA":"特斯拉","MCD":"麦当劳","LULU":"lululemon athletica","NVDA":"英伟达","CVNA":"Carvana Co.","CAT":"卡特彼勒","MET":"大都会人寿","SLB":"斯伦贝谢","HAL":"哈里伯顿","NRG":"NRG能源","MRVL":"迈威尔科技","WDAY":"Workday","NFLX":"奈飞","COST":"好市多"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148432063","content_text":"Here are Friday’s biggest calls on Wall Street:Goldman Sachs names Microsoft a top 2023 pickGoldman said Microsoft is a top defensive stock in a downturn.“Based on GS Macro’s call for a soft landing and our research, we highlight a group of defensive stocks for a downturn.”Goldman Sachs upgrades Jazz Pharmaceuticals to buy from neutralGoldman said it sees “multiple upside levers” for the pharmaceutical company.“We are upgrading JAZZ from Neutral to Buy given our positive outlook on operating margin performance and the potential for multiple upside levers.”Cowen names Costco a top 2023 pickCowen said Costco is well positioned in a deteriorating macro environment.“COST is well positioned in an inflationary environment as higher income households & existing customers seek bargains.”Cowen names Caterpillar a top 2023 pickCowen said the company is well positioned heading into 2023.“We’ve long held that this cycle’s peak will come in 2024 or later for CAT.We think the Street is just starting to warm up to this view.”Cowen names Analog Devices a top 2023 pickCowen said it sees an “upside in a favorable backdrop” for the semiconductor manufacturer.“We believe ADI presents one of the best and cleanest capital return stories in semis.”Cowen names Workday a top 2023 pickCowen said it sees “compelling growth” for Workday heading into 2023.“We name WDAY our Best Idea for 2023. Our checks continue to suggest strong durability in Back Office spending.”Mizuho downgrades Coinbase to underperform from neutralMizuho said consensus around the crypto exchange is too optimistic.“We expect depressed crypto volumes in 2023-24.”Wells Fargo upgrades Netflix to overweight from equal weightWells said in its upgrade of Netflix that it sees a “positive catalyst path in 2023, led by lower churn and stable subs.”“We think the pull-forward from COVID is now mostly digested, with global connectivity still providing a long-term tailwind of ~+8mm net adds annually.”Raymond James initiates SLB as outperform and Halliburton as strong buyRaymond James initiated several oil field stocks and said it sees a “strong macro backdrop.”“After a couple year hiatus, Raymond James is relaunching coverage of the oilfield services sector, focusing on some of the leaders in their respective subsectors: Halliburton Company (HAL), NexTier Oilfield Solutions Inc. (NEX), and Patterson-UTI Energy, Inc. (PTEN) at Strong Buy, along with Arch rock, Inc. (AROC), NOV, Inc. (NOV), and Schlumberger Limited (SLB)at Outperform.”Cowen names Netflix a top 2023 pickCowen said it sees free-cash flow ramping up for Netflix in 2023.“The key drivers for NFLX’s shares in ’23 are (i) New monetization levers, including the new lower price ad tier (which could drive accelerating net member adds) and the paid sharing solution launching globally in ’23; (ii) Revenue re-accelerating in 2H23.”Piper Sandler reiterates Tesla as overweightPiper said Tesla production cuts may be necessary if China sales slow, but that’s it’s sticking with its overweight rating on the stock.“Overnight, the China Passenger Car Association (CPCA) released data regarding vehicle sales in November. Retail sales fell by 9.5% vs. 2021, but notably, sales have now fallen sequentially for two straight months. This is the first time since 2008 that China’s car market has declined m/m in both October and November, which are two of the seasonally strongest months in the year.”William Blair names Alphabet as a top 2023 pickWilliam Blair named Alphabet as a top idea for 2023 and said it sees strength in advertising budgets.“As noted in our digital ad report search advertising spending continued through the Great Financial Crisis. U.S. search spending has grown every year since 2000, while increasing nearly 17% on average per year from 2007 to 2021.”Morgan Stanley reiterates Apple as overweightMorgan Stanley said investors should take advantage of any weakness and buy the dip in shares of Apple.“Net, while we understand why investors are focused on units price and the Dec Q disruption, we believe any stock dislocation on the back of supply-related disruptions presents an opportunity to own one of the highest quality tech platforms featuring a first-rate management team and consistent execution that is trading in-line with its trailing 5 year average P/E.”JPMorgan names Nvidia and Marvel as top 2023 picksJPMorgan named several semi stocks such as Nvidia and Marvel as top ideas for 2023, noting the bad news is already priced in.“At this point, we believe estimates have now been sufficiently de-risked after the 2nd/3rd round of estimate cuts following the October earnings season and stocks have now stopped reacting negatively to bad news/earnings as the market looks through CY23 and starts to discount a better CY24 demand environment.”Morgan Stanley upgrades Vale to overweight from equal weightMorgan Stanley said in its upgrade of the mining company that it sees a “cocktail” of positive catalysts forVale.“Our move is based on iron ore price momentum into 1H23, supported by reduced supply, China exiting its COVID-zero policy, and positive property market policies in the country.”Jefferies downgrades MetLife to hold from buyJefferies says shares of MetLife are too “crowded” heading into 2023.“To us, 2022 will be a tough act to follow for life stocks. We don’t see YTD tailwinds from rising interest rates, lower COVID mortality and low credit losses as drivers of P/E expansion in 2023, yet see some recessionary risks.”Morgan Stanley downgrades NRG Energy to equal weight from overweightMorgan Stanley said it sees a challenging backdrop for the nuclear energy company.“NRG’s announced acquisition of VVNT brings a new more challenging business, more debt and limited FCF initially.”JPMorgan names Live Nation a top 2023 pickJPMorgan said it sees “multiple organic growth drivers” heading into 2023 for the concert company.“Concerts remain a supply driven market, and supply for 2023 looks strong. Conversations with promoters indicate breadth of offerings, including acts that couldn’t or didn’t want to tour in pandemic-impacted 2022.LYV indicators (event-deferred + ticket sales) tracking well.”Loop reiterates McDonald’s as buyLoop said the rollout of McDonald’s Better Burger should bring significant upside.“Our franchisee contacts expect ‘Better Burger’ to be the next big thing for McDonald’s in the U.S. next year.”Deutsche Bank names Las Vegas Sands and Wynn Resorts top 2023 picksDeutsche named several casino stocks as top picks for next year and said it sees a “profitable growth environment.”“We believe WYNN and LVS represent the best opportunities for pure broader equity market alpha within gaming for 2023, given the profitable growth environment that should emerge as China reopens and demand returns to Macau.”Argus downgrades Beyond Meat to sell from holdArgus said in its downgrade of the stock that demand continues to fall.“Demand for Beyond Meat’splant-based protein has fallen amid weaker economic conditions, and many customers are trading down to cheaper alternatives.”Needham downgrades Carvana to hold from buyNeedham said it sees no signs of a turnaround for the stock.“It’s possible the market is implying a near-term bankruptcy filing given the 25% decline in CVNA shares over the past two days (versus a 1% increase in the S&P 500) despite the company’s potential sources of cash.”Bank of America upgrades Credit Suisse to buy from neutralBank of America said in its downgrade of the global investment bank that the worst appears to be behind it.“We see the rebuild of Credit Suisse(CS) taking time: the outflows in October and early November were a setback to the recovery plan, we think.”Morgan Stanley reiterates Lululemon as overweightMorgan Stanley said the company’s fundamentals remain strong after its earnings report on Thursday.“LULU’s $2.00 3Q EPS came in ~1% ahead of Street expectations & above the high-end of guidance, making for its 10th consecutive quarter surpassing consensus estimates.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920557887,"gmtCreate":1670530969349,"gmtModify":1676538386013,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920557887","repostId":"2289041091","repostType":2,"repost":{"id":"2289041091","pubTimestamp":1670501363,"share":"https://ttm.financial/m/news/2289041091?lang=&edition=fundamental","pubTime":"2022-12-08 20:09","market":"us","language":"en","title":"Tesla to Shorten Shanghai Shifts, Delay Hiring","url":"https://stock-news.laohu8.com/highlight/detail?id=2289041091","media":"Reuters","summary":"Tesla Inc will shorten shift hours at its Shanghai factory and has delayed on-boarding of new staff at its most productive plant, according to a report by Bloomberg News, sending shares down about 2% on Thursday.The factory in China will shorten shifts by about two hours as early as Monday, the report added, citing sources familiar with the matter.Tesla's Shanghai plant is grappling with elevated inventory levels amid slowing demand in China's auto market.Still, the plant recorded highest monthl","content":"<html><head></head><body><p>Tesla Inc will shorten shift hours at its Shanghai factory and has delayed on-boarding of new staff at its most productive plant, according to a report by Bloomberg News, sending shares down about 2% on Thursday.</p><p>The factory in China will shorten shifts by about two hours as early as Monday, the report added, citing sources familiar with the matter.</p><p>Tesla&#39;s Shanghai plant is grappling with elevated inventory levels amid slowing demand in China&#39;s auto market.</p><p>Still, the plant recorded highest monthly sales of more than 100,000 cars in November.</p><p>The EV maker did not immediately respond to a Reuters request for comment.</p><p>($1 = 6.9735 Chinese yuan)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla to Shorten Shanghai Shifts, Delay Hiring</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla to Shorten Shanghai Shifts, Delay Hiring\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 20:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/1-tesla-shorten-shanghai-shifts-114524044.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc will shorten shift hours at its Shanghai factory and has delayed on-boarding of new staff at its most productive plant, according to a report by Bloomberg News, sending shares down about 2% ...</p>\n\n<a href=\"https://finance.yahoo.com/news/1-tesla-shorten-shanghai-shifts-114524044.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/1-tesla-shorten-shanghai-shifts-114524044.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289041091","content_text":"Tesla Inc will shorten shift hours at its Shanghai factory and has delayed on-boarding of new staff at its most productive plant, according to a report by Bloomberg News, sending shares down about 2% on Thursday.The factory in China will shorten shifts by about two hours as early as Monday, the report added, citing sources familiar with the matter.Tesla's Shanghai plant is grappling with elevated inventory levels amid slowing demand in China's auto market.Still, the plant recorded highest monthly sales of more than 100,000 cars in November.The EV maker did not immediately respond to a Reuters request for comment.($1 = 6.9735 Chinese yuan)","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967429713,"gmtCreate":1670371723932,"gmtModify":1676538353485,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Thoughts for food","listText":"Thoughts for food","text":"Thoughts for food","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967429713","repostId":"1108754337","repostType":2,"repost":{"id":"1108754337","pubTimestamp":1670296975,"share":"https://ttm.financial/m/news/1108754337?lang=&edition=fundamental","pubTime":"2022-12-06 11:22","market":"us","language":"en","title":"Nvidia: Hypergrowth Or Hardly Growth?","url":"https://stock-news.laohu8.com/highlight/detail?id=1108754337","media":"Seeking Alpha","summary":"SummaryNvidia shares trade at a nosebleed valuation of 156 times annualized Q3 GAAP earnings (and 73","content":"<html><head></head><body><h3>Summary</h3><ul><li>Nvidia shares trade at a nosebleed valuation of 156 times annualized Q3 GAAP earnings (and 73 times annualized Q3 non-GAAP earnings).</li><li>Enormous growth is necessary to justify such eye watering multiples.</li><li>We examine the bull narrative of hypergrowth and see if expectation matches reality. The results might surprise you!</li></ul><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>’s earnings and revenues have fallen off a cliff, as it became evident that huge portions of their sales were due to Ethereum mining demand that has permanently gone away. Despite the negative growth, the stock is currently trading at around 156 times annualized Q3 GAAP earnings (and 73 times annualized Q3 non-GAAP earnings). Earnings multiples are even higher for the last 6 months earnings. These kind of lofty multiples are generally warranted only for firms with enormous growth.</p><p>The narrative of “hypergrowth” has been prevalent among NVDA bulls in recent years. But is that a theme that fits with the evidence? Now that we see what’s left after Ethereum (ETH-USD) demand vaporized, we can see how much organic growth the company has actually experienced.</p><p>Let’s look at the last 5 years of earnings data, starting with Q3 FY2018, and going through the most recent announced quarter of Q3 FY2023.</p><h3><img src=\"https://static.tigerbbs.com/b58f7dd4e8027089e4d09dad641f9887\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/>Gaming and Professional Visualization</h3><p>Over the last 5 years there has been approximately no growth in the Gaming and Professional Visualization segments! Sales in Q3 were actually down slightly (from $1.800B to $1.774B) in the combined segments from 5 years ago! The big bubble in between appears to be from Ethereum mining demand, which appears to have inflated both segments dramatically. The fact of no growth in 5 years is remarkable given the heavy narrative for years from management about both gaming demand and professional visualization and omniverse being strong and growing quickly. And even more remarkable given how much the ASPs have grown for gaming GPUs. As EnerTuition recently pointed out, the top 3 Turing SKUs RTX2080Ti/2080/2070 launched at $999/$699/$499, respectively. The top 3 Ampere SKUs RTX3090Ti/3090/3080Ti launched at $1999/$1499/$1199, respectively. Normally rising ASPs in a growing business should lead to sustainably rising revenues.</p><p>It’s possible that the recent Q3 FY23 Gaming and Pro Visualization revenues are at a temporary low, suppressed by the enormous amount of inventory that NVDA previously stuffed into the channel (that the market thought were real sales to gamers). But it’s not clear if there is sustainable demand, even above the higher reported Q2 level of sales around $2B for Gaming. Even that figure is suspect given that the crypto demand bubble hadn’t yet ended during the start of Q2, so Q2 may contain a lot of crypto sales.</p><p>During the Q2 call, management told analysts that they expected around $5B in Gaming sell-through between Q2 and Q3 combined. Then a few weeks later management added the caveat that there would be “seasonality” in that estimate, indicating that it would be incorrect to assume $2.5B per quarter as a run rate. And then on the Q3 call, an analyst asked if the $2.5B per quarter estimate actually proved to be correct, and management did not answer the question. Instead they offered that Q3 sell-through (which included the launch of the highly anticipated 4090, which should have boosted sales considerably) was “relatively solid”.</p><p>Bulls may believe the $2.5B Gaming sell-through rate, even though management declined to actually confirm that the figure is correct. Let’s be generous and assume that it is correct, even though I am personally skeptical that it’s true. So once the inventory is cleaned out, and if sales rebound in H2 FY 2024 to the $2.5 billion level management estimated, then growth over 6 years for the Gaming segment would only be 8% CAGR.</p><p>The market saw a crypto mining bubble and confused it for organic growth.</p><h3>Auto, OEM, and Other</h3><p>Over the last 5 years there has been approximately no meaningful growth in the Auto, OEM, and Other segments. The combined segments are actually down (from $335M to $324M) in the last 5-year comparison. Management is endlessly hyping up their potential in these areas, but no actual meaningful results have been seen in the last 5 years.</p><h3>Data Center</h3><p>The lone source of growth for the firm the past 5 years has been the Data Center. But the true organic growth is obscured by the acquisition of Mellanox, which appears to contribute about $1.5B per quarter (per CEO remarks on Q3 call) at this point in time—or almost half of the entire growth in the segment.</p><p>After subtracting out the estimated Mellanox contribution, the organic datacenter growth appears to be around 34% CAGR over the last 5 years. In the last 12 months, the entire Data Center line, including the Mellanox contribution, grew 30%. This is very healthy growth.</p><p>But with such a high multiple on the stock, what are the prospects for the business looking forward?</p><p>The company faces significant headwinds here as AMD and Amazon and Google have introduced competing products (and Amazon and Google can push those alternatives heavily in their cloud services and for internal workloads). AMD’s next generation DC GPUs, set to launch in the coming quarters, may be a very formidable threat. With 80+% GPU market share in the cloud, Nvidia losing a lot of share is much more likely than gaining a lot of share. Nvidia will have to rely on expanded overall spending in the sector to help them tread water while losing market share.</p><p>But that hope is looking shaky at the current time. We are seeing signals from many sources that growth in datacenter spending in the economy is slowing. Additionally, startups that were flush with cash and spending lavishly may cut back their spending in the current fiscal environment.</p><p>We also have Nvidia management admitting that they had to take multi-hundred million dollar charges in each of the last two quarters for a reduced demand outlook in the Data Center segment. Management stated on the Q3 call that these lowered expectations of demand in the Data Center are looking several quarters out. We also can observe that the Data Center line has been roughly flat the last two quarters. Given the many headwinds, including management’s own outlook, the success of this line item may be tough to repeat going forward.</p><h3>Total Picture</h3><p>Over the last 5 years, excluding the Mellanox acquisition contribution, the organic business grew by an 11% CAGR. This is nice growth, but hardly in line with an eye-watering non-GAAP 73 multiple on declining earnings.</p><p>In comparison, peer company Advanced Micro Devices (AMD) grew at a 41% CAGR the last 2 years (27% CAGR after subtracting the Xilinx acquisition contribution), with strong growth in the datacenter, and is trading at only 21 times 2022 estimates.</p><p>The Nvidia hypergrowth narrative appears to have taken over the market. But it’s simply not consistent with the facts. I suspect that the earnings multiple will fall over time as the market comes to realize what the firm’s real prospects are.</p><p>Investors seeking datacenter growth may prefer AMD’s much cheaper earnings multiple, despite what I view as AMD’s much stronger growth prospects. A pair trade of long AMD, and short NVDA may also be a good trade to take advantage of AMD’s significant undervaluation and NVDA’s gigantic overvaluation, while hedging out macro effects, and giving time for the market to assign more appropriate multiples.</p><h3>Considerations</h3><p>Shorting NVDA is not without risk. The stock has a cult following and has traded at very high multiples for years, including in the triple digits several times in the past couple years. Just because the stock&#39;s valuation is egregious and doesn&#39;t make sense doesn&#39;t mean that it can&#39;t get even higher. There are many NVDA fans, analysts, and portfolio managers who have deeply bought into the hypergrowth hype. It will take time to have those beliefs give way in favor of reality.</p><p>Valuation shorts are often tricky. An investor must rely on the market eventually realizing that a company&#39;s prospects are not so rosy as previously believed, and that investment dollars would be better deployed elsewhere. Without an impending catalyst (e.g. when shorting a firm on the verge of bankruptcy), valuation shorts often rely on the passage of time. And the market can remain irrational longer than you can remain solvent, as the old saw goes. NVDA is a good company and is not going to face an insolvency crisis anytime soon. An NVDA short may need to wait a long time for the market to come around.</p><p>In my case, I am betting that the undervaluation of AMD and the overvaluation of NVDA will both eventually correct, perhaps in the coming quarters/years. That lets me be patient, while the pair trade hedges out macro and sector fluctuations. And if the market sentiment shifts meaningfully to drive NVDA to even more egregiously high valuations, it&#39;s likely that same sentiment will elevate AMD as well.</p><p>Pair trades often involve similar dollar amounts of the long and short positions. In my case, I have a pair trade with similar dollar amounts of AMD long and NVDA short. But I also have a much, much larger AMD long position outside of the pair trade.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Hypergrowth Or Hardly Growth?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Hypergrowth Or Hardly Growth?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 11:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562472-nvidia-hypergrowth-or-hardly-growth><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia shares trade at a nosebleed valuation of 156 times annualized Q3 GAAP earnings (and 73 times annualized Q3 non-GAAP earnings).Enormous growth is necessary to justify such eye watering ...</p>\n\n<a href=\"https://seekingalpha.com/article/4562472-nvidia-hypergrowth-or-hardly-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4562472-nvidia-hypergrowth-or-hardly-growth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108754337","content_text":"SummaryNvidia shares trade at a nosebleed valuation of 156 times annualized Q3 GAAP earnings (and 73 times annualized Q3 non-GAAP earnings).Enormous growth is necessary to justify such eye watering multiples.We examine the bull narrative of hypergrowth and see if expectation matches reality. The results might surprise you!Nvidia’s earnings and revenues have fallen off a cliff, as it became evident that huge portions of their sales were due to Ethereum mining demand that has permanently gone away. Despite the negative growth, the stock is currently trading at around 156 times annualized Q3 GAAP earnings (and 73 times annualized Q3 non-GAAP earnings). Earnings multiples are even higher for the last 6 months earnings. These kind of lofty multiples are generally warranted only for firms with enormous growth.The narrative of “hypergrowth” has been prevalent among NVDA bulls in recent years. But is that a theme that fits with the evidence? Now that we see what’s left after Ethereum (ETH-USD) demand vaporized, we can see how much organic growth the company has actually experienced.Let’s look at the last 5 years of earnings data, starting with Q3 FY2018, and going through the most recent announced quarter of Q3 FY2023.Gaming and Professional VisualizationOver the last 5 years there has been approximately no growth in the Gaming and Professional Visualization segments! Sales in Q3 were actually down slightly (from $1.800B to $1.774B) in the combined segments from 5 years ago! The big bubble in between appears to be from Ethereum mining demand, which appears to have inflated both segments dramatically. The fact of no growth in 5 years is remarkable given the heavy narrative for years from management about both gaming demand and professional visualization and omniverse being strong and growing quickly. And even more remarkable given how much the ASPs have grown for gaming GPUs. As EnerTuition recently pointed out, the top 3 Turing SKUs RTX2080Ti/2080/2070 launched at $999/$699/$499, respectively. The top 3 Ampere SKUs RTX3090Ti/3090/3080Ti launched at $1999/$1499/$1199, respectively. Normally rising ASPs in a growing business should lead to sustainably rising revenues.It’s possible that the recent Q3 FY23 Gaming and Pro Visualization revenues are at a temporary low, suppressed by the enormous amount of inventory that NVDA previously stuffed into the channel (that the market thought were real sales to gamers). But it’s not clear if there is sustainable demand, even above the higher reported Q2 level of sales around $2B for Gaming. Even that figure is suspect given that the crypto demand bubble hadn’t yet ended during the start of Q2, so Q2 may contain a lot of crypto sales.During the Q2 call, management told analysts that they expected around $5B in Gaming sell-through between Q2 and Q3 combined. Then a few weeks later management added the caveat that there would be “seasonality” in that estimate, indicating that it would be incorrect to assume $2.5B per quarter as a run rate. And then on the Q3 call, an analyst asked if the $2.5B per quarter estimate actually proved to be correct, and management did not answer the question. Instead they offered that Q3 sell-through (which included the launch of the highly anticipated 4090, which should have boosted sales considerably) was “relatively solid”.Bulls may believe the $2.5B Gaming sell-through rate, even though management declined to actually confirm that the figure is correct. Let’s be generous and assume that it is correct, even though I am personally skeptical that it’s true. So once the inventory is cleaned out, and if sales rebound in H2 FY 2024 to the $2.5 billion level management estimated, then growth over 6 years for the Gaming segment would only be 8% CAGR.The market saw a crypto mining bubble and confused it for organic growth.Auto, OEM, and OtherOver the last 5 years there has been approximately no meaningful growth in the Auto, OEM, and Other segments. The combined segments are actually down (from $335M to $324M) in the last 5-year comparison. Management is endlessly hyping up their potential in these areas, but no actual meaningful results have been seen in the last 5 years.Data CenterThe lone source of growth for the firm the past 5 years has been the Data Center. But the true organic growth is obscured by the acquisition of Mellanox, which appears to contribute about $1.5B per quarter (per CEO remarks on Q3 call) at this point in time—or almost half of the entire growth in the segment.After subtracting out the estimated Mellanox contribution, the organic datacenter growth appears to be around 34% CAGR over the last 5 years. In the last 12 months, the entire Data Center line, including the Mellanox contribution, grew 30%. This is very healthy growth.But with such a high multiple on the stock, what are the prospects for the business looking forward?The company faces significant headwinds here as AMD and Amazon and Google have introduced competing products (and Amazon and Google can push those alternatives heavily in their cloud services and for internal workloads). AMD’s next generation DC GPUs, set to launch in the coming quarters, may be a very formidable threat. With 80+% GPU market share in the cloud, Nvidia losing a lot of share is much more likely than gaining a lot of share. Nvidia will have to rely on expanded overall spending in the sector to help them tread water while losing market share.But that hope is looking shaky at the current time. We are seeing signals from many sources that growth in datacenter spending in the economy is slowing. Additionally, startups that were flush with cash and spending lavishly may cut back their spending in the current fiscal environment.We also have Nvidia management admitting that they had to take multi-hundred million dollar charges in each of the last two quarters for a reduced demand outlook in the Data Center segment. Management stated on the Q3 call that these lowered expectations of demand in the Data Center are looking several quarters out. We also can observe that the Data Center line has been roughly flat the last two quarters. Given the many headwinds, including management’s own outlook, the success of this line item may be tough to repeat going forward.Total PictureOver the last 5 years, excluding the Mellanox acquisition contribution, the organic business grew by an 11% CAGR. This is nice growth, but hardly in line with an eye-watering non-GAAP 73 multiple on declining earnings.In comparison, peer company Advanced Micro Devices (AMD) grew at a 41% CAGR the last 2 years (27% CAGR after subtracting the Xilinx acquisition contribution), with strong growth in the datacenter, and is trading at only 21 times 2022 estimates.The Nvidia hypergrowth narrative appears to have taken over the market. But it’s simply not consistent with the facts. I suspect that the earnings multiple will fall over time as the market comes to realize what the firm’s real prospects are.Investors seeking datacenter growth may prefer AMD’s much cheaper earnings multiple, despite what I view as AMD’s much stronger growth prospects. A pair trade of long AMD, and short NVDA may also be a good trade to take advantage of AMD’s significant undervaluation and NVDA’s gigantic overvaluation, while hedging out macro effects, and giving time for the market to assign more appropriate multiples.ConsiderationsShorting NVDA is not without risk. The stock has a cult following and has traded at very high multiples for years, including in the triple digits several times in the past couple years. Just because the stock's valuation is egregious and doesn't make sense doesn't mean that it can't get even higher. There are many NVDA fans, analysts, and portfolio managers who have deeply bought into the hypergrowth hype. It will take time to have those beliefs give way in favor of reality.Valuation shorts are often tricky. An investor must rely on the market eventually realizing that a company's prospects are not so rosy as previously believed, and that investment dollars would be better deployed elsewhere. Without an impending catalyst (e.g. when shorting a firm on the verge of bankruptcy), valuation shorts often rely on the passage of time. And the market can remain irrational longer than you can remain solvent, as the old saw goes. NVDA is a good company and is not going to face an insolvency crisis anytime soon. An NVDA short may need to wait a long time for the market to come around.In my case, I am betting that the undervaluation of AMD and the overvaluation of NVDA will both eventually correct, perhaps in the coming quarters/years. That lets me be patient, while the pair trade hedges out macro and sector fluctuations. And if the market sentiment shifts meaningfully to drive NVDA to even more egregiously high valuations, it's likely that same sentiment will elevate AMD as well.Pair trades often involve similar dollar amounts of the long and short positions. In my case, I have a pair trade with similar dollar amounts of AMD long and NVDA short. But I also have a much, much larger AMD long position outside of the pair trade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962895210,"gmtCreate":1669753875330,"gmtModify":1676538235307,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Yippee","listText":"Yippee","text":"Yippee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962895210","repostId":"2287590574","repostType":2,"repost":{"id":"2287590574","pubTimestamp":1669727980,"share":"https://ttm.financial/m/news/2287590574?lang=&edition=fundamental","pubTime":"2022-11-29 21:19","market":"us","language":"en","title":"Apple Pay Is on Fire This Holiday Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2287590574","media":"Yahoo Finance","summary":"Apple Pay is having a moment.In a new note Tuesday, Deutsche Bank analyst Bryan Keane wrote that hol","content":"<html><head></head><body><p>Apple Pay is having a moment.</p><p>In a new note Tuesday, Deutsche Bank analyst Bryan Keane wrote that holiday spending data out of Salesforce shows Apple Pay adoption is growing at an &#34;extremely rapid pace&#34; this holiday season with 52% year-over-year growth.</p><p><img src=\"https://static.tigerbbs.com/c1eb6db85271fef7b4eec6c9759db882\" tg-width=\"938\" tg-height=\"670\" referrerpolicy=\"no-referrer\"/>Apple Pay is having a moment. (Deutsche Bank)</p><p>Apple Pay&#39;s surge seems to be coming at the expense of long-time dominant player <a href=\"https://laohu8.com/S/PYPL\">PayPal</a>: Keane noted that PayPal adoption has fallen 8% year over globally.</p><p>Apple Pay and PayPal now make up about 5% and 16%, respectively of global e-commerce purchases.</p><p>The diverging paths of Apple Pay and PayPal come amid a broader mixed start to the holiday shopping season as shoppers balk at inflationary prices.</p><p>Consumers spent spent $6.3 billion online through 6PM ET on Cyber Monday, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> data showed. Adobe expects that when all the numbers are tallied, Cyber Monday will haul in a record $11.2 billion to $11.6 billion online as consumers sought out deep promotions (and got them).</p><p>&#34;Continuing our checks of the unofficial kick-off to holiday, Cyber Monday showed headline promotions that were largely Deeper year over year, inclusive of several connected fitness companies (Peloton, Mirror, Ergatta),&#34; BMO Capital Markets analyst Simeon Siegel wrote in a note.</p><p><img src=\"https://static.tigerbbs.com/951e2ec90bb5703b99d624a02edbdd51\" tg-width=\"3500\" tg-height=\"2282\" referrerpolicy=\"no-referrer\"/>A man uses an iPhone 7 smartphone to demonstrate the mobile payment service Apple Pay at a cafe in Moscow, Russia, on October 3, 2016. REUTERS/Maxim Zmeyev</p><p>Adobe said Black Friday weekend spending only rose 4.4% from the prior year to $9.5 billion. For the holiday season to date (Nov. 1 to Nov. 27), consumers have spent $96.42 billion online, up 2.1% year over year.</p><p>U.S. retail sales on Black Friday were up 12% year-over-year excluding automotive, according to Mastercard SpendingPulse data. That was below Mastercard&#39;s projection of 15% growth.</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>Apple Pay Is on Fire This Holiday Season</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Pay Is on Fire This Holiday Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-29 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apple-pay-is-on-fire-this-holiday-season-chart-115242855.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Pay is having a moment.In a new note Tuesday, Deutsche Bank analyst Bryan Keane wrote that holiday spending data out of Salesforce shows Apple Pay adoption is growing at an \"extremely rapid pace...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-pay-is-on-fire-this-holiday-season-chart-115242855.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/apple-pay-is-on-fire-this-holiday-season-chart-115242855.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2287590574","content_text":"Apple Pay is having a moment.In a new note Tuesday, Deutsche Bank analyst Bryan Keane wrote that holiday spending data out of Salesforce shows Apple Pay adoption is growing at an \"extremely rapid pace\" this holiday season with 52% year-over-year growth.Apple Pay is having a moment. (Deutsche Bank)Apple Pay's surge seems to be coming at the expense of long-time dominant player PayPal: Keane noted that PayPal adoption has fallen 8% year over globally.Apple Pay and PayPal now make up about 5% and 16%, respectively of global e-commerce purchases.The diverging paths of Apple Pay and PayPal come amid a broader mixed start to the holiday shopping season as shoppers balk at inflationary prices.Consumers spent spent $6.3 billion online through 6PM ET on Cyber Monday, Adobe data showed. Adobe expects that when all the numbers are tallied, Cyber Monday will haul in a record $11.2 billion to $11.6 billion online as consumers sought out deep promotions (and got them).\"Continuing our checks of the unofficial kick-off to holiday, Cyber Monday showed headline promotions that were largely Deeper year over year, inclusive of several connected fitness companies (Peloton, Mirror, Ergatta),\" BMO Capital Markets analyst Simeon Siegel wrote in a note.A man uses an iPhone 7 smartphone to demonstrate the mobile payment service Apple Pay at a cafe in Moscow, Russia, on October 3, 2016. REUTERS/Maxim ZmeyevAdobe said Black Friday weekend spending only rose 4.4% from the prior year to $9.5 billion. For the holiday season to date (Nov. 1 to Nov. 27), consumers have spent $96.42 billion online, up 2.1% year over year.U.S. retail sales on Black Friday were up 12% year-over-year excluding automotive, according to Mastercard SpendingPulse data. That was below Mastercard's projection of 15% growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966727319,"gmtCreate":1669651189831,"gmtModify":1676538219002,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966727319","repostId":"1124367049","repostType":2,"repost":{"id":"1124367049","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":1669648680,"share":"https://ttm.financial/m/news/1124367049?lang=&edition=fundamental","pubTime":"2022-11-28 23:18","market":"us","language":"en","title":"Tesla Stock Jumps 1.5% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1124367049","media":"Tiger Newspress","summary":"Tesla Readies Revamped Model 3 With Project \"Highland\"","content":"<html><head></head><body><p>Tesla is developing a revamped version of Model 3, according to Reuters, as the top EV maker aims to cut production costs and boost the appeal of the five-year-old electric sedan. Tesla stock jumps 1.5% in morning trading.<img src=\"https://static.tigerbbs.com/61068795d6bb5c275e82048ea4b9e30c\" tg-width=\"823\" tg-height=\"723\" width=\"100%\" height=\"auto\"/>One focus of the redesign codenamed &#34;Highland&#34; is to reduce the number of components and complexity in the interior of the Model 3 while focusing on features that Tesla buyers value, including the display, according to the people, who asked not to be named because the revamp has not been announced.</p><p>The previously unreported redesign comes as the electric sedan faces increased competition from models from the likes of China&#39;s BYD, Hyundai and coming releases from other major automakers.</p><p>The revamp of the battery-powered sedan, which could also include some changes to the Model 3’s exterior and powertrain performance, will go into production at Tesla’s factory in Shanghai and the company’s Fremont, California plant, two of the people said. Tesla’s Shanghai Gigafactory will put the redesigned Model 3 into production in the third quarter of 2023, they said.</p><p>It was not clear when production would start at the Fremont plant or how large a cost savings Tesla would achieve from the redesign as it works with suppliers.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Jumps 1.5% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Jumps 1.5% in Morning Trading\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\">2022-11-28 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla is developing a revamped version of Model 3, according to Reuters, as the top EV maker aims to cut production costs and boost the appeal of the five-year-old electric sedan. Tesla stock jumps 1.5% in morning trading.<img src=\"https://static.tigerbbs.com/61068795d6bb5c275e82048ea4b9e30c\" tg-width=\"823\" tg-height=\"723\" width=\"100%\" height=\"auto\"/>One focus of the redesign codenamed &#34;Highland&#34; is to reduce the number of components and complexity in the interior of the Model 3 while focusing on features that Tesla buyers value, including the display, according to the people, who asked not to be named because the revamp has not been announced.</p><p>The previously unreported redesign comes as the electric sedan faces increased competition from models from the likes of China&#39;s BYD, Hyundai and coming releases from other major automakers.</p><p>The revamp of the battery-powered sedan, which could also include some changes to the Model 3’s exterior and powertrain performance, will go into production at Tesla’s factory in Shanghai and the company’s Fremont, California plant, two of the people said. Tesla’s Shanghai Gigafactory will put the redesigned Model 3 into production in the third quarter of 2023, they said.</p><p>It was not clear when production would start at the Fremont plant or how large a cost savings Tesla would achieve from the redesign as it works with suppliers.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124367049","content_text":"Tesla is developing a revamped version of Model 3, according to Reuters, as the top EV maker aims to cut production costs and boost the appeal of the five-year-old electric sedan. Tesla stock jumps 1.5% in morning trading.One focus of the redesign codenamed \"Highland\" is to reduce the number of components and complexity in the interior of the Model 3 while focusing on features that Tesla buyers value, including the display, according to the people, who asked not to be named because the revamp has not been announced.The previously unreported redesign comes as the electric sedan faces increased competition from models from the likes of China's BYD, Hyundai and coming releases from other major automakers.The revamp of the battery-powered sedan, which could also include some changes to the Model 3’s exterior and powertrain performance, will go into production at Tesla’s factory in Shanghai and the company’s Fremont, California plant, two of the people said. Tesla’s Shanghai Gigafactory will put the redesigned Model 3 into production in the third quarter of 2023, they said.It was not clear when production would start at the Fremont plant or how large a cost savings Tesla would achieve from the redesign as it works with suppliers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966889603,"gmtCreate":1669487039803,"gmtModify":1676538200890,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Yup","listText":"Yup","text":"Yup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966889603","repostId":"1113027875","repostType":2,"repost":{"id":"1113027875","pubTimestamp":1669424713,"share":"https://ttm.financial/m/news/1113027875?lang=&edition=fundamental","pubTime":"2022-11-26 09:05","market":"us","language":"en","title":"Meta vs. Block: 2 Tumbling Tech Titans Pivoting Hard","url":"https://stock-news.laohu8.com/highlight/detail?id=1113027875","media":"TipRanks","summary":"Story HighlightsMeta and Block stocks have been tumbling non-stop as of late. With strategic pivots ","content":"<div>\n<p>Story HighlightsMeta and Block stocks have been tumbling non-stop as of late. With strategic pivots and big name changes in the books, both firms are doing what it takes to keep the growth alive amid ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/meta-vs-block-2-tumbling-tech-titans-pivoting-hard\">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>Meta vs. Block: 2 Tumbling Tech Titans Pivoting Hard</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta vs. Block: 2 Tumbling Tech Titans Pivoting Hard\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-26 09:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/meta-vs-block-2-tumbling-tech-titans-pivoting-hard><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsMeta and Block stocks have been tumbling non-stop as of late. With strategic pivots and big name changes in the books, both firms are doing what it takes to keep the growth alive amid ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/meta-vs-block-2-tumbling-tech-titans-pivoting-hard\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","SQ":"Block"},"source_url":"https://www.tipranks.com/news/article/meta-vs-block-2-tumbling-tech-titans-pivoting-hard","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113027875","content_text":"Story HighlightsMeta and Block stocks have been tumbling non-stop as of late. With strategic pivots and big name changes in the books, both firms are doing what it takes to keep the growth alive amid rising macro and industry headwinds.In this article, we’ll use TipRanks’ Comparison Tool to see where Wall Street stands on tumbling tech titans Meta Platforms (NASDAQ: META) and Block (NYSE:SQ) as they look to pivot. Both are standout technology companies that combined a name change with a big focus shift. Indeed, the brutal bear market has not been kind to either company. Amid concerns weighing down their traditional businesses (social media for Meta and payments for Block), both firms committed to evolving to keep the growth alive.Indeed, tech companies must stay on their toes to stay on the cutting edge of innovation and resist the gravitational pull that tends to bring down their growth rates with time.Though a looming recession and fading consumers may be mostly to blame for a few rough quarters at Meta and Block, it’s also arguable that competition has begun to get the better of them. Even as numbers begin to wane in a recession year, tech companies must continue to innovate and flex their muscles to retain and grow market share.At the end of the day, every firm feels the pressure of an economic downturn. The companies that can take share will rebound with fury once it’s time to rebound. Firms that lose share may not be so quick to get back on their feet again and may be in a spot to face amplified pain, even amid a “mild” recession.Fortunately, Meta and Block both have capable leaders. Though skeptics are scratching their heads over the strategic pivots of both firms, I think there are a lot of gains to be had by giving either founder CEO the benefit of the doubt.Meta (META)There aren’t too many believers in CEO Mark Zuckerberg’s metaverse project. It’s been a costly endeavor, and critics want to see the firm slow its aggressive push into the metaverse. With 11,000 workers laid off, a very “sorry” Mark Zuckerberg seems to be on the right track. Though, only a significant cut to the metaverse budget could be enough to power a rally from these depths.Though Zuckerberg desires to go all-in on the metaverse (if he’s not already doing so with a multi-billion-dollar budget and company name change), market forces are pushing for cuts. Indeed, layoffs have been the big story in the big-tech Silicon Valley firms. As Meta looks to follow in the footsteps of its peers, there’s a good chance the firm’s metaverse ambitions could be curbed.The social media business faces tremendous pressure amid weakness in ads. Advertiser budgets are feeling the pinch. With fourth-quarter revenue forecasts coming in on the low end in the $30-32.5 billion revenue range, it’s tough to tell when Meta’s cash cows (Facebook and Instagram) will see some relief.As the cash engine slows further into a recession, so too could the metaverse push. Indeed, metaverse efforts haven’t really impressed thus far, and they may not for at least another few years. With such high stakes for virtual-reality dominance, activist investors pushing for colossal metaverse-spending cuts may not get what they want.In any case, Meta’s valuation is starting to get absurd. The stock is down more than 70% from its 2021 high. At 10.7 times trailing earnings, investors stand to get a lot for their dollar, even if Meta’s metaverse pivot causes it to slip further.In short, investors are no fans of Meta’s pivot. Zuckerberg will need to do a lot to win back trust as its growth rate stalls.What is the Price Target for META Stock?Wall Street loves Meta Platforms despite the hefty metaverse losses. Indeed, it has a Moderate Buy consensus rating based on 26 Buys, nine Holds, and three Sells assigned in the past three months. The average META stock price target of $147.24 is lower than it was a year ago but still implies a nice 31.16% gain.Block (SQ)Jack Dorsey’s Block (formerly Square) is attempting to climb back after a more than 80% fall from peak to trough. The Square payments business is under pressure amid weakening consumer spending.Still, I think the pressure facing the firm goes beyond macro headwinds. The payments business is fiercely competitive. Apple’s (NASDAQ: AAPL) aggressive push to expand its Wallet and PoS (Point of Sale) capabilities could wallop Square well after the recession ends.Fintech is not an easy place to compete in right now. Though Dorsey is pursuing Bitcoin (BTC-USD) projects and all the sort, it’s tough to tell when Block stock can draw a line in the sand after a historic drop.Indeed, Block may be the company that brings forth a blockchain product that changes the game. However, there’s also a good chance that Block’s spending spree may flop. It’s hard to tell. That’s why I’d only bet on Block if you’re a believer in Dorsey.For now, Cash App is a strong offering with powerful network effects. At 2.1 times sales, SQ stock is a very intriguing play that offers massive upside if its pivot goes right.With a 2.36 beta, though, investors had better fasten their seatbelts, as shares will be far more volatile than the broader market averages.What is the Price Target for SQ Stock?Wall Street is optimistic about Block, with a Moderate Buy consensus rating based on 21 Buys, six Holds, and one Sell assigned in the past three months. The average SQ stock price target of $86.63 implies a 35.49% upside from here.Conclusion: Markets Currently Don’t Like Money-Losing ProjectsMeta is looking at the metaverse for growth, while Block is eyeing the blockchain for next-generation payment systems. The metaverse and the blockchain are two very intriguing areas of tech that could pay major dividends down the road. For now, though, such projects will be money losers, and in a rising-rate environment, the last thing investors want is a cash sink of a project with little clarity of success.","news_type":1},"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966932021,"gmtCreate":1669373289964,"gmtModify":1676538190485,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"[Speechless]&nbsp;","listText":"[Speechless]&nbsp;","text":"[Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966932021","repostId":"2286360647","repostType":2,"repost":{"id":"2286360647","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1669369695,"share":"https://ttm.financial/m/news/2286360647?lang=&edition=fundamental","pubTime":"2022-11-25 17:48","market":"us","language":"en","title":"Amazon Workers Called to Strike Across Globe on Black Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=2286360647","media":"Reuters","summary":"BERLIN, Nov 25 (Reuters) - Workers at Amazon sites across the globe, including in the United States,","content":"<html><head></head><body><p>BERLIN, Nov 25 (Reuters) - Workers at Amazon sites across the globe, including in the United States, Germany and France, were expected to go on strike on Black Friday, targeting the online retailer on one of the busiest shopping days of the year with calls for better pay.</p><p>A global call for strike action came from the Make Amazon Pay initiative, which listed industrial action planned in over 30 countries across the globe.</p><p>Germany&#39;s Verdi union said work stoppages were planned at 10 fulfilment centres in that country.</p><p>It demanded the company recognise collective bargaining agreements for the retail and mail order trade sector and called for a further collective agreement on good and healthy work.</p><p>A spokesperson for Amazon in Germany would not immediately comment on the demands when contacted by Reuters.</p><p>&#34;This is the first time that Amazon has had an international strike day,&#34; said Monika Di Silvestre, Verdi&#39;s representative for Amazon workers.</p><p>&#34;This is very important, because a major global corporation like Amazon cannot be confronted locally, regionally or nationally alone,&#34; she added.</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>Amazon Workers Called to Strike Across Globe on Black Friday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Workers Called to Strike Across Globe on Black Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-25 17:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>BERLIN, Nov 25 (Reuters) - Workers at Amazon sites across the globe, including in the United States, Germany and France, were expected to go on strike on Black Friday, targeting the online retailer on one of the busiest shopping days of the year with calls for better pay.</p><p>A global call for strike action came from the Make Amazon Pay initiative, which listed industrial action planned in over 30 countries across the globe.</p><p>Germany&#39;s Verdi union said work stoppages were planned at 10 fulfilment centres in that country.</p><p>It demanded the company recognise collective bargaining agreements for the retail and mail order trade sector and called for a further collective agreement on good and healthy work.</p><p>A spokesperson for Amazon in Germany would not immediately comment on the demands when contacted by Reuters.</p><p>&#34;This is the first time that Amazon has had an international strike day,&#34; said Monika Di Silvestre, Verdi&#39;s representative for Amazon workers.</p><p>&#34;This is very important, because a major global corporation like Amazon cannot be confronted locally, regionally or nationally alone,&#34; she added.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286360647","content_text":"BERLIN, Nov 25 (Reuters) - Workers at Amazon sites across the globe, including in the United States, Germany and France, were expected to go on strike on Black Friday, targeting the online retailer on one of the busiest shopping days of the year with calls for better pay.A global call for strike action came from the Make Amazon Pay initiative, which listed industrial action planned in over 30 countries across the globe.Germany's Verdi union said work stoppages were planned at 10 fulfilment centres in that country.It demanded the company recognise collective bargaining agreements for the retail and mail order trade sector and called for a further collective agreement on good and healthy work.A spokesperson for Amazon in Germany would not immediately comment on the demands when contacted by Reuters.\"This is the first time that Amazon has had an international strike day,\" said Monika Di Silvestre, Verdi's representative for Amazon workers.\"This is very important, because a major global corporation like Amazon cannot be confronted locally, regionally or nationally alone,\" she added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968110711,"gmtCreate":1669160327233,"gmtModify":1676538159098,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968110711","repostId":"2285504218","repostType":2,"repost":{"id":"2285504218","pubTimestamp":1669150853,"share":"https://ttm.financial/m/news/2285504218?lang=&edition=fundamental","pubTime":"2022-11-23 05:00","market":"us","language":"en","title":"US STOCKS-Retailer, Energy Boost Helps Wall Street Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2285504218","media":"Reuters","summary":"U.S. stocks rallied on Tuesday in light trading volume as a sales forecast by Best Buy dampened conc","content":"<html><head></head><body><p>U.S. stocks rallied on Tuesday in light trading volume as a sales forecast by Best Buy dampened concerns high inflation would lead to a dismal holiday shopping season while a bounce in oil prices helped lift energy shares.</p><p>Best Buy Co Inc shot up as the best performing stock on the S&amp;P 500 index, after the retailer forecast a smaller drop in annual sales than previously announced and expressed confidence a ramp up in deals and discounts will entice more customers.</p><p>The gains in Best Buy helped boost the S&amp;P 500 retail index.</p><p>In contrast, Dollar Tree Inc tumbled as the worst performing S&amp;P 500 component, which also capped gains for the retail index as the discount retailer cut its annual profit forecast for the second time.</p><p>&#34;If you take the continuum of income and consumers out there, the upper half of that is relatively inelastic to some costs going up to some extent or another where the bottom half is going to be more sensitive,&#34; said Shawn Cruz, head trading strategist at TD Ameritrade in Chicago.</p><p>&#34;So the Dollar Trees of the world really don’t have much ability to pass through those costs so they are going to get hit pretty bad.&#34;</p><p>According to preliminary data, the S&amp;P 500 gained 53.72 points, or 1.36%, to end at 4,003.66 points, while the Nasdaq Composite gained 149.83 points, or 1.36%, to 11,174.34. The Dow Jones Industrial Average rose 395.94 points, or 1.18%, to 34,096.22.</p><p>Also providing support was the energy sector, which climbed after two sessions of declines as Saudi Arabia said OPEC+ was sticking with outputs cuts, shooting down a report on Monday that said the alliance was considering increasing output which sent crude prices sharply lower.</p><p>As investors continue to try and gauge the path of Federal Reserve rate hikes, Cleveland Fed President Loretta Mester reiterated on Tuesday that lowering inflation remains critical for the central bank, a day after supporting a smaller rate hike in December. Kansas City President Esther George said a &#34;calmer&#34; labor market that sees less churn could lower inflationary pressures.</p><p>Investors were also awaiting remarks by St. Louis Fed Reserve President James Bullard on Tuesday ahead of the minutes from the Fed&#39;s November meeting scheduled for Wednesday.</p><p>Volume was light this week and likely to dwindle heading into the Thanksgiving holiday on Thursday, with the U.S. stock market open for a half-session on Friday.</p><p>Dow component <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc rose after Cowen &amp; Co upgraded the drug distributor stock, citing its healthcare services business push.</p><p>Manchester United shares jumped late in the session after Sky News reported the Glazer family, which owns the football club, was exploring financial options that could include an outright sale.</p><p>Agilent Technologies Inc jumped after the application-focused solutions company posted upbeat fourth-quarter revenue.</p><p>Declines in the dollar and U.S. Treasury yields also helped support risk appetite. </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Retailer, Energy Boost Helps Wall Street Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Retailer, Energy Boost Helps Wall Street Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-23 05:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-retailer-energy-boost-210053148.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks rallied on Tuesday in light trading volume as a sales forecast by Best Buy dampened concerns high inflation would lead to a dismal holiday shopping season while a bounce in oil prices ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-retailer-energy-boost-210053148.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","COMP":"Compass, Inc.",".SPX":"S&P 500 Index","BBY":"百思买"},"source_url":"https://finance.yahoo.com/news/us-stocks-retailer-energy-boost-210053148.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285504218","content_text":"U.S. stocks rallied on Tuesday in light trading volume as a sales forecast by Best Buy dampened concerns high inflation would lead to a dismal holiday shopping season while a bounce in oil prices helped lift energy shares.Best Buy Co Inc shot up as the best performing stock on the S&P 500 index, after the retailer forecast a smaller drop in annual sales than previously announced and expressed confidence a ramp up in deals and discounts will entice more customers.The gains in Best Buy helped boost the S&P 500 retail index.In contrast, Dollar Tree Inc tumbled as the worst performing S&P 500 component, which also capped gains for the retail index as the discount retailer cut its annual profit forecast for the second time.\"If you take the continuum of income and consumers out there, the upper half of that is relatively inelastic to some costs going up to some extent or another where the bottom half is going to be more sensitive,\" said Shawn Cruz, head trading strategist at TD Ameritrade in Chicago.\"So the Dollar Trees of the world really don’t have much ability to pass through those costs so they are going to get hit pretty bad.\"According to preliminary data, the S&P 500 gained 53.72 points, or 1.36%, to end at 4,003.66 points, while the Nasdaq Composite gained 149.83 points, or 1.36%, to 11,174.34. The Dow Jones Industrial Average rose 395.94 points, or 1.18%, to 34,096.22.Also providing support was the energy sector, which climbed after two sessions of declines as Saudi Arabia said OPEC+ was sticking with outputs cuts, shooting down a report on Monday that said the alliance was considering increasing output which sent crude prices sharply lower.As investors continue to try and gauge the path of Federal Reserve rate hikes, Cleveland Fed President Loretta Mester reiterated on Tuesday that lowering inflation remains critical for the central bank, a day after supporting a smaller rate hike in December. Kansas City President Esther George said a \"calmer\" labor market that sees less churn could lower inflationary pressures.Investors were also awaiting remarks by St. Louis Fed Reserve President James Bullard on Tuesday ahead of the minutes from the Fed's November meeting scheduled for Wednesday.Volume was light this week and likely to dwindle heading into the Thanksgiving holiday on Thursday, with the U.S. stock market open for a half-session on Friday.Dow component Walgreens Boots Alliance Inc rose after Cowen & Co upgraded the drug distributor stock, citing its healthcare services business push.Manchester United shares jumped late in the session after Sky News reported the Glazer family, which owns the football club, was exploring financial options that could include an outright sale.Agilent Technologies Inc jumped after the application-focused solutions company posted upbeat fourth-quarter revenue.Declines in the dollar and U.S. Treasury yields also helped support risk appetite.","news_type":1},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968134558,"gmtCreate":1669160204775,"gmtModify":1676538159030,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968134558","repostId":"2285504218","repostType":2,"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968321044,"gmtCreate":1669134805388,"gmtModify":1676538156963,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968321044","repostId":"1131111007","repostType":2,"repost":{"id":"1131111007","pubTimestamp":1669116352,"share":"https://ttm.financial/m/news/1131111007?lang=&edition=fundamental","pubTime":"2022-11-22 19:25","market":"us","language":"en","title":"Tesla’s Sinking Shares Leave Wall Street Analyst Targets in Dust","url":"https://stock-news.laohu8.com/highlight/detail?id=1131111007","media":"Bloomberg","summary":"Stock has lost 52% this year, wiping out over $500 billionTesla needs 80% rally to hit median PT, am","content":"<html><head></head><body><ul><li>Stock has lost 52% this year, wiping out over $500 billion</li><li>Tesla needs 80% rally to hit median PT, among widest on index</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b12ef6acc5cebc2ced7a2788456abf0\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>Tesla has been facing supply-chain snarls and rising raw-material costs.Photographer: Toru Hanai/Bloomberg</span></p><p>The rapid selloff in Tesla Inc. shares has left most price targets from ever-bullish Wall Street analysts seemingly obsolete.</p><p>The yawning gap means Tesla shares need to rally a whopping 80% to hit the median analyst target price -- the second widest on the Nasdaq 100 Index, just behind Baidu Inc. The Elon Musk-led firm’s stock has slumped 52% this year to $167.87, while analysts have a median 12-month target price of $302.</p><p><img src=\"https://static.tigerbbs.com/417b23afd83bb434529623860213d4fe\" tg-width=\"965\" tg-height=\"605\" width=\"100%\" height=\"auto\"/></p><p>Tesla has been facing a host of issues including Musk’s shift-in-focus on turning around Twitter Inc. to China’s return to Covid Zero curbs. Adding to that are supply-chain snarls, rising raw-material costs and buyers feeling the squeeze of stubborn inflation and rising interest rates.</p><p>Still, many analysts are sticking to their bullish calls, with 27 of them rating the stock a buy, while 11 have a hold and seven have sell. The most bullish call has a price target of $530, according to data compiled by Bloomberg.</p><p>“It could be very hard for the stock to recover in the coming years,” said Valerie Gastaldy, a technical analyst at DaybyDay. “We recommend not looking back and waving bye-bye to this old darling.”</p><p>The slump this year has taken Tesla’s market capitalization to a touch above $530 billion, a far cry from a trillion dollars in April.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla’s Sinking Shares Leave Wall Street Analyst Targets in Dust</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla’s Sinking Shares Leave Wall Street Analyst Targets in Dust\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-22 19:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-22/tesla-s-sinking-shares-leave-wall-street-analyst-targets-in-dust?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock has lost 52% this year, wiping out over $500 billionTesla needs 80% rally to hit median PT, among widest on indexTesla has been facing supply-chain snarls and rising raw-material costs....</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-22/tesla-s-sinking-shares-leave-wall-street-analyst-targets-in-dust?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-22/tesla-s-sinking-shares-leave-wall-street-analyst-targets-in-dust?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131111007","content_text":"Stock has lost 52% this year, wiping out over $500 billionTesla needs 80% rally to hit median PT, among widest on indexTesla has been facing supply-chain snarls and rising raw-material costs.Photographer: Toru Hanai/BloombergThe rapid selloff in Tesla Inc. shares has left most price targets from ever-bullish Wall Street analysts seemingly obsolete.The yawning gap means Tesla shares need to rally a whopping 80% to hit the median analyst target price -- the second widest on the Nasdaq 100 Index, just behind Baidu Inc. The Elon Musk-led firm’s stock has slumped 52% this year to $167.87, while analysts have a median 12-month target price of $302.Tesla has been facing a host of issues including Musk’s shift-in-focus on turning around Twitter Inc. to China’s return to Covid Zero curbs. Adding to that are supply-chain snarls, rising raw-material costs and buyers feeling the squeeze of stubborn inflation and rising interest rates.Still, many analysts are sticking to their bullish calls, with 27 of them rating the stock a buy, while 11 have a hold and seven have sell. The most bullish call has a price target of $530, according to data compiled by Bloomberg.“It could be very hard for the stock to recover in the coming years,” said Valerie Gastaldy, a technical analyst at DaybyDay. “We recommend not looking back and waving bye-bye to this old darling.”The slump this year has taken Tesla’s market capitalization to a touch above $530 billion, a far cry from a trillion dollars in April.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968998306,"gmtCreate":1669088728606,"gmtModify":1676538150372,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968998306","repostId":"2284644670","repostType":2,"repost":{"id":"2284644670","pubTimestamp":1669034404,"share":"https://ttm.financial/m/news/2284644670?lang=&edition=fundamental","pubTime":"2022-11-21 20:40","market":"us","language":"en","title":"Nvidia Scores a Huge Win -- Microsoft Will Be First Public Cloud to Adopt Its AI Stack","url":"https://stock-news.laohu8.com/highlight/detail?id=2284644670","media":"Motley Fool","summary":"The cloud still has a long runway, and Nvidia is getting in on the action.","content":"<html><head></head><body><p><b>Nvidia</b> just reported third-quarter earnings, and it&#39;s still working through too much inventory and a tough market in China. Results were about what could be expected right now.</p><p>The biggest news, though, was a partnership with <b>Microsoft</b>&#39;s cloud computing segment, Azure, to build a new supercomputer. Nvidia says Microsoft is the first public cloud business to adopt its full, advanced artificial intelligence (AI) stack built from Nvidia hardware and software.</p><p>It isn&#39;t the first deal like this announced lately. But it underscores how far Nvidia has come -- and how much it still has to gain in the coming years -- as its data center segment grows. Here&#39;s what investors need to know.</p><h2>Nvidia GPUs head for the private and public cloud</h2><p>If Nvidia&#39;s new supercomputer partnership with Microsoft Azure sounds familiar, here&#39;s why. Just a few weeks prior, Nvidia said it was partnering with tech stalwart <b>Oracle</b>. Oracle has a public cloud infrastructure and platform service, and it&#39;s trying to play catch-up with some of the other big names like Azure, <b>Amazon</b>&#39;s AWS, and <b>Alphabet</b>&#39;s Google Cloud. Besides adding &#34;tens of thousands&#34; of Nvidia graphics processing units (GPUs) to its service, Oracle will also make Nvidia AI software available to its users.</p><p>The deal with Microsoft is slightly different, and not just in size and scope. Microsoft&#39;s supercomputer will feature tens of thousands of Nvidia GPUs, but it will also be the first public cloud provider to fully adopt Nvidia&#39;s AI software development tools and services. This &#34;full stack&#34; (which references the hardware, the software that governs how it functions, and actual applications) will be used by Microsoft for its own internal development <i>and</i> also be made available to subscribers to the tech giant&#39;s cloud service.</p><p>Interestingly, Nvidia&#39;s VP of enterprise computing -- the division that&#39;s helping spearhead this project with Microsoft -- is Manuvir Das. Das was a general manager at Microsoft in the mid-to-late 2000s, helping to develop the framework for Microsoft Azure.</p><p>Microsoft Azure and its other cloud computing segments are massive. The company&#39;s intelligent cloud division generated $20.3 billion in revenue last quarter, a 20% year-over-year increase. Nvidia&#39;s data center, by comparison, hauled in just $3.8 billion, good for nearly 31% year-over-year growth.</p><h2>How high can Nvidia data centers fly?</h2><p>As CEO Jensen Huang discussed in the latest earnings call, lots of companies -- from large, well-established ones to a slew of new start-ups -- want quick and easy-to-use access to Nvidia&#39;s full-stack computing offerings. Thus, getting distribution of its hardware and AI software via public clouds like Microsoft and Oracle is a big deal for Nvidia. The quicker it can do so, the better. It&#39;s still early on in generating a recurring revenue stream from cloud subscription access to its AI suite, and distribution via partners like Microsoft and Oracle will help it reach more customers at a faster rate.</p><p>But how far could Nvidia take things? After all, it has competition in this space. <b>AMD </b> also has data center computing accelerator chips. Even <b>Intel</b>, though woefully behind at the moment, is trying to make some headway designing GPUs for data center AI applications.</p><p>However, Nvidia&#39;s strategy of building hardware <i>and </i>software is unique. It&#39;s steadily worming its way into the enterprise software market here, creating a diverse set of tools that can be used by developers to build their own solutions all the way to full-blown applications that are ready to use. Cloud-based enterprise software is worth <i>hundreds of billions </i>of dollars in annual spending worldwide. Suffice to say there&#39;s some room to wiggle in. Even a small slice of this pie would be huge for Nvidia.</p><p>Given the incredible number of use cases out there for its software suite, Huang said Nvidia will start disaggregating its data center segment a bit going forward. Rather than just a lump sum &#34;data center&#34; figure -- now far and away the company&#39;s largest moneymaker -- Nvidia will begin reporting on different industries within the whole. In other words, giant customers like Microsoft aren&#39;t Nvidia&#39;s only source of growth anymore. Look forward to some extra commentary on specific industry customers and financials spanning automotive, energy, healthcare, and more.</p><p>Nvidia is dealing with some tough times right now as its consumer-facing businesses undergo a big adjustment. However, given the breadth and depth of its expertise in the burgeoning AI space, Nvidia remains my top buy-and-hold stock that I expect to stick with for the duration of the 2020s.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Scores a Huge Win -- Microsoft Will Be First Public Cloud to Adopt Its AI Stack</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Scores a Huge Win -- Microsoft Will Be First Public Cloud to Adopt Its AI Stack\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 20:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/20/nvidia-scores-a-huge-win-microsoft-adopts-ai-stack/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia just reported third-quarter earnings, and it's still working through too much inventory and a tough market in China. Results were about what could be expected right now.The biggest news, though...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/20/nvidia-scores-a-huge-win-microsoft-adopts-ai-stack/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2022/11/20/nvidia-scores-a-huge-win-microsoft-adopts-ai-stack/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284644670","content_text":"Nvidia just reported third-quarter earnings, and it's still working through too much inventory and a tough market in China. Results were about what could be expected right now.The biggest news, though, was a partnership with Microsoft's cloud computing segment, Azure, to build a new supercomputer. Nvidia says Microsoft is the first public cloud business to adopt its full, advanced artificial intelligence (AI) stack built from Nvidia hardware and software.It isn't the first deal like this announced lately. But it underscores how far Nvidia has come -- and how much it still has to gain in the coming years -- as its data center segment grows. Here's what investors need to know.Nvidia GPUs head for the private and public cloudIf Nvidia's new supercomputer partnership with Microsoft Azure sounds familiar, here's why. Just a few weeks prior, Nvidia said it was partnering with tech stalwart Oracle. Oracle has a public cloud infrastructure and platform service, and it's trying to play catch-up with some of the other big names like Azure, Amazon's AWS, and Alphabet's Google Cloud. Besides adding \"tens of thousands\" of Nvidia graphics processing units (GPUs) to its service, Oracle will also make Nvidia AI software available to its users.The deal with Microsoft is slightly different, and not just in size and scope. Microsoft's supercomputer will feature tens of thousands of Nvidia GPUs, but it will also be the first public cloud provider to fully adopt Nvidia's AI software development tools and services. This \"full stack\" (which references the hardware, the software that governs how it functions, and actual applications) will be used by Microsoft for its own internal development and also be made available to subscribers to the tech giant's cloud service.Interestingly, Nvidia's VP of enterprise computing -- the division that's helping spearhead this project with Microsoft -- is Manuvir Das. Das was a general manager at Microsoft in the mid-to-late 2000s, helping to develop the framework for Microsoft Azure.Microsoft Azure and its other cloud computing segments are massive. The company's intelligent cloud division generated $20.3 billion in revenue last quarter, a 20% year-over-year increase. Nvidia's data center, by comparison, hauled in just $3.8 billion, good for nearly 31% year-over-year growth.How high can Nvidia data centers fly?As CEO Jensen Huang discussed in the latest earnings call, lots of companies -- from large, well-established ones to a slew of new start-ups -- want quick and easy-to-use access to Nvidia's full-stack computing offerings. Thus, getting distribution of its hardware and AI software via public clouds like Microsoft and Oracle is a big deal for Nvidia. The quicker it can do so, the better. It's still early on in generating a recurring revenue stream from cloud subscription access to its AI suite, and distribution via partners like Microsoft and Oracle will help it reach more customers at a faster rate.But how far could Nvidia take things? After all, it has competition in this space. AMD  also has data center computing accelerator chips. Even Intel, though woefully behind at the moment, is trying to make some headway designing GPUs for data center AI applications.However, Nvidia's strategy of building hardware and software is unique. It's steadily worming its way into the enterprise software market here, creating a diverse set of tools that can be used by developers to build their own solutions all the way to full-blown applications that are ready to use. Cloud-based enterprise software is worth hundreds of billions of dollars in annual spending worldwide. Suffice to say there's some room to wiggle in. Even a small slice of this pie would be huge for Nvidia.Given the incredible number of use cases out there for its software suite, Huang said Nvidia will start disaggregating its data center segment a bit going forward. Rather than just a lump sum \"data center\" figure -- now far and away the company's largest moneymaker -- Nvidia will begin reporting on different industries within the whole. In other words, giant customers like Microsoft aren't Nvidia's only source of growth anymore. Look forward to some extra commentary on specific industry customers and financials spanning automotive, energy, healthcare, and more.Nvidia is dealing with some tough times right now as its consumer-facing businesses undergo a big adjustment. However, given the breadth and depth of its expertise in the burgeoning AI space, Nvidia remains my top buy-and-hold stock that I expect to stick with for the duration of the 2020s.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961797869,"gmtCreate":1669042981152,"gmtModify":1676538143835,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Good move","listText":"Good move","text":"Good move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961797869","repostId":"1115231495","repostType":2,"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961795425,"gmtCreate":1669042851268,"gmtModify":1676538143781,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961795425","repostId":"2284700411","repostType":2,"repost":{"id":"2284700411","pubTimestamp":1669023990,"share":"https://ttm.financial/m/news/2284700411?lang=&edition=fundamental","pubTime":"2022-11-21 17:46","market":"us","language":"en","title":"Microsoft Stock: Almost A Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2284700411","media":"Seeking Alpha","summary":"SummaryMicrosoft Corporation has lost a huge portion of its market cap YTD and, although it recently","content":"<html><head></head><body><h2>Summary</h2><ul><li>Microsoft Corporation has lost a huge portion of its market cap YTD and, although it recently had a spike in its stock price, it keeps dipping overall.</li><li>If Azure and the other cloud services manage to keep growing at 30%-35% per year, with decent margins, the entire company will still grow at double digits.</li><li>Throughout the years, Microsoft has built a great track record when it comes to acquisitions.</li><li>The main concern I have about Microsoft is its valuation.</li><li>I think it is safe to say that Microsoft is at least going to match the market, and, therefore, I rate it as a HOLD.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20444b9c4e9dc5ade0bb88209ca71a97\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Jeenah Moon</span></p><h2>Investment Thesis</h2><p>Microsoft Corporation (NASDAQ:MSFT), like most tech stocks, has lost a huge portion of its market cap YTD and, although it recently had a spike in its stock price, it keeps dipping overall.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85a8e1f71ba97ba2d3bd024f03df7c5f\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>However, the fundamentals ofthe company keep becoming better as time goes on, and that makes investors wonder if there is a misconnection between the company&#39;s fair value and its stock price.</p><p>Keep reading to find out...</p><h2>Microsoft&#39;s Cloud Segment</h2><p>Although the company has had excellent performance in the past, investors keep doubting if Microsoft Corporation can keep growing in double digits, as it is already a mega-cap company. However, some reasons make me believe that the company still has a bright future.</p><h3>Office 365</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a039eb14177c25e83ee859bf7189bcbf\" tg-width=\"1000\" tg-height=\"647\" width=\"100%\" height=\"auto\"/><span>cyware.com</span></p><p>Office 365 has more than 61 million paying users and it is still growing at a rapid pace. Although this segment was growing just fine even before lockdowns, in 2020 the demand for it increased drastically as more and more people started to work from home. I believe that this trend is sustainable, as remote work is not fading away. This trend helps Microsoft, as it increases demand for its products even more and also gives the company some pricing power to increase prices as it already did this March.</p><h3>Azure</h3><p>This segment of the business is growing by almost 50% annually, and the management has mentioned that they have a decent backlog there. The growth rate is probably going to accelerate in the future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b08981353f068cf268fc0a5451f2ffab\" tg-width=\"640\" tg-height=\"379\" width=\"100%\" height=\"auto\"/><span>statista.com</span></p><p>Microsoft&#39;s Azure not only already has a decent portion of the cloud market, but is also gaining even more market share quarter over quarter, in contrast to Amazon&#39;s (AMZN) AWS. AlthoughAWSis the biggest player in this market, its share market has been about the same for the last few years. And as far as Alphabet&#39;s (GOOG,GOOGL) Google Cloud is concerned, although it is also gaining market share, it is not profitable like Azure, which is not only profitable but is also growing its margins every single quarter.</p><p>If Azure and the other cloud services manage to keep growing at 30%-35% per year with decent margins, the entire company will still grow at double digits just thanks to these services.</p><h2>Gaming Segment</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/071e84ff4f410bcb33f5b583cfd531a7\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>tomsguide.com</span></p><p>When it comes to gaming, and more specifically, when it comes to hardware, there are two main players; Sony&#39;s (SONY) PlayStation and Microsoft&#39;s Xbox. This used to be a cyclical business, as the massive revenue only lasted for about two years after each console was launched. In the case of Xbox, Microsoft Corporation does not even make money by selling it; so how does the company make money from this segment?</p><p>Both Microsoft and Sony have realized that offering a cheaper subscription model would be a better way to make money than selling games individually for $50 or $60. In the case of Microsoft, I think that their subscription model is better than Sony&#39;s model because, when Microsoft launches a new game, gamers get it on their subscription offer right away. In the case of PlayStation, on the other hand, gamers don&#39;t get it on every device on the first day, and that gives Microsoft a comparative advantage against Sony.</p><p>In addition, if Microsoft eventually manages to acquire Activision Blizzard (ATVI), it will make the company far more competitive, as it will boost its revenue and help it increase its market share in the gaming segment.</p><p>Moreover, as Microsoft shifts to the subscription model, the revenue generated from this segment becomes much more predictable and consistent.</p><h2>Capital Allocation</h2><p>Throughout the years, Microsoft has built a great track record when it comes to acquisitions.</p><p>Companies like Alphabet or Meta Platforms (META), just like Microsoft, make so much money in free cash flow that they can decide to reinvest a portion of it to acquire other businesses and buy their growth. The problem is that these companies, in contrast to Microsoft, lose money by acquiring other companies. In the case of Alphabet, for example, the company lost more than $10 billion in other bets. In the case of Meta, the company is investing heavily in Reality Labs, which is at least for now burning cash like crazy. In the case of Microsoft, on the other hand, the company never has had bad investments. As a matter of fact, every year it is investing in more companies, and that helps the company to improve its margins.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07b954e97ffe41b2f6622e0b6d0d36f4\" tg-width=\"910\" tg-height=\"136\" width=\"100%\" height=\"auto\"/><span>SeekingAlpha</span></p><p>The Activision Blizzard Deal</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/649a0c8700c492a68867d1cf47f450a7\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>news.microsoft.com</span></p><p>When it comes to acquiring Activision Blizzard, I believe that Microsoft is making a smart move there. Last year, the company reached a market cap of $80 billion. If Microsoft wanted to acquire the business back then, it could easily have done it as it had more than enough cash in its balance sheet. The issue is that if Microsoft wanted to buy ATVI when it was trading at $80 billion, and factoring in a premium of 45%, which is the premium that the company offered to buy ATVI, it would have to pay $116 billion. Besides doing that, Microsoft simply waited for the company to fall in value, and that is when it finally announced that it wanted to acquire this business. By doing so, the company managed to pay $68 billion, or in other words, a bit more than half what it would have to pay if it made this offer a year and a half ago.</p><p>This is one of the most important reasons that I believe the company deserves a premium valuation</p><h2>Concern</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48e492340c1d40fe00b68b6c731ad960\" tg-width=\"376\" tg-height=\"760\" width=\"100%\" height=\"auto\"/><span>SeekingAlpha</span></p><p>However, the main concern I have about Microsoft is its valuation. For a company that big, which is projected to grow its revenue by 10%-15% for the next 5 years, a P/E ratio of 26 seems a bit expensive. Having said that, the company has proven that it can beat analyst expectations. Factoring in the increasing profit margins, I believe that the company&#39;s shareholders will do just fine.</p><h2>Conclusion</h2><p>In my opinion, Microsoft is one of the best of the big tech companies and I think that both its core segment, along with the segments that it will expand into with the acquisitions that it will make, will yield a decent return for its shareholders.</p><p>However, even though I believe that Microsoft Corporation deserves a premium, I would like to see its share price fall a bit further in order to be a bargain and start a position.</p><p>For now, at the price that it is trading at, and bearing in mind everything mentioned above, I think it is safe to say that the company is at least going to match the market. Therefore, I rate Microsoft Corporation as a HOLD.</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>Microsoft Stock: Almost A Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Stock: Almost A Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 17:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559158-microsoft-stock-almost-a-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMicrosoft Corporation has lost a huge portion of its market cap YTD and, although it recently had a spike in its stock price, it keeps dipping overall.If Azure and the other cloud services ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559158-microsoft-stock-almost-a-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4559158-microsoft-stock-almost-a-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284700411","content_text":"SummaryMicrosoft Corporation has lost a huge portion of its market cap YTD and, although it recently had a spike in its stock price, it keeps dipping overall.If Azure and the other cloud services manage to keep growing at 30%-35% per year, with decent margins, the entire company will still grow at double digits.Throughout the years, Microsoft has built a great track record when it comes to acquisitions.The main concern I have about Microsoft is its valuation.I think it is safe to say that Microsoft is at least going to match the market, and, therefore, I rate it as a HOLD.Jeenah MoonInvestment ThesisMicrosoft Corporation (NASDAQ:MSFT), like most tech stocks, has lost a huge portion of its market cap YTD and, although it recently had a spike in its stock price, it keeps dipping overall.Data by YChartsHowever, the fundamentals ofthe company keep becoming better as time goes on, and that makes investors wonder if there is a misconnection between the company's fair value and its stock price.Keep reading to find out...Microsoft's Cloud SegmentAlthough the company has had excellent performance in the past, investors keep doubting if Microsoft Corporation can keep growing in double digits, as it is already a mega-cap company. However, some reasons make me believe that the company still has a bright future.Office 365cyware.comOffice 365 has more than 61 million paying users and it is still growing at a rapid pace. Although this segment was growing just fine even before lockdowns, in 2020 the demand for it increased drastically as more and more people started to work from home. I believe that this trend is sustainable, as remote work is not fading away. This trend helps Microsoft, as it increases demand for its products even more and also gives the company some pricing power to increase prices as it already did this March.AzureThis segment of the business is growing by almost 50% annually, and the management has mentioned that they have a decent backlog there. The growth rate is probably going to accelerate in the future.statista.comMicrosoft's Azure not only already has a decent portion of the cloud market, but is also gaining even more market share quarter over quarter, in contrast to Amazon's (AMZN) AWS. AlthoughAWSis the biggest player in this market, its share market has been about the same for the last few years. And as far as Alphabet's (GOOG,GOOGL) Google Cloud is concerned, although it is also gaining market share, it is not profitable like Azure, which is not only profitable but is also growing its margins every single quarter.If Azure and the other cloud services manage to keep growing at 30%-35% per year with decent margins, the entire company will still grow at double digits just thanks to these services.Gaming Segmenttomsguide.comWhen it comes to gaming, and more specifically, when it comes to hardware, there are two main players; Sony's (SONY) PlayStation and Microsoft's Xbox. This used to be a cyclical business, as the massive revenue only lasted for about two years after each console was launched. In the case of Xbox, Microsoft Corporation does not even make money by selling it; so how does the company make money from this segment?Both Microsoft and Sony have realized that offering a cheaper subscription model would be a better way to make money than selling games individually for $50 or $60. In the case of Microsoft, I think that their subscription model is better than Sony's model because, when Microsoft launches a new game, gamers get it on their subscription offer right away. In the case of PlayStation, on the other hand, gamers don't get it on every device on the first day, and that gives Microsoft a comparative advantage against Sony.In addition, if Microsoft eventually manages to acquire Activision Blizzard (ATVI), it will make the company far more competitive, as it will boost its revenue and help it increase its market share in the gaming segment.Moreover, as Microsoft shifts to the subscription model, the revenue generated from this segment becomes much more predictable and consistent.Capital AllocationThroughout the years, Microsoft has built a great track record when it comes to acquisitions.Companies like Alphabet or Meta Platforms (META), just like Microsoft, make so much money in free cash flow that they can decide to reinvest a portion of it to acquire other businesses and buy their growth. The problem is that these companies, in contrast to Microsoft, lose money by acquiring other companies. In the case of Alphabet, for example, the company lost more than $10 billion in other bets. In the case of Meta, the company is investing heavily in Reality Labs, which is at least for now burning cash like crazy. In the case of Microsoft, on the other hand, the company never has had bad investments. As a matter of fact, every year it is investing in more companies, and that helps the company to improve its margins.SeekingAlphaThe Activision Blizzard Dealnews.microsoft.comWhen it comes to acquiring Activision Blizzard, I believe that Microsoft is making a smart move there. Last year, the company reached a market cap of $80 billion. If Microsoft wanted to acquire the business back then, it could easily have done it as it had more than enough cash in its balance sheet. The issue is that if Microsoft wanted to buy ATVI when it was trading at $80 billion, and factoring in a premium of 45%, which is the premium that the company offered to buy ATVI, it would have to pay $116 billion. Besides doing that, Microsoft simply waited for the company to fall in value, and that is when it finally announced that it wanted to acquire this business. By doing so, the company managed to pay $68 billion, or in other words, a bit more than half what it would have to pay if it made this offer a year and a half ago.This is one of the most important reasons that I believe the company deserves a premium valuationConcernSeekingAlphaHowever, the main concern I have about Microsoft is its valuation. For a company that big, which is projected to grow its revenue by 10%-15% for the next 5 years, a P/E ratio of 26 seems a bit expensive. Having said that, the company has proven that it can beat analyst expectations. Factoring in the increasing profit margins, I believe that the company's shareholders will do just fine.ConclusionIn my opinion, Microsoft is one of the best of the big tech companies and I think that both its core segment, along with the segments that it will expand into with the acquisitions that it will make, will yield a decent return for its shareholders.However, even though I believe that Microsoft Corporation deserves a premium, I would like to see its share price fall a bit further in order to be a bargain and start a position.For now, at the price that it is trading at, and bearing in mind everything mentioned above, I think it is safe to say that the company is at least going to match the market. Therefore, I rate Microsoft Corporation as a HOLD.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961112514,"gmtCreate":1668878800838,"gmtModify":1676538123784,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"[LOL]&nbsp;","listText":"[LOL]&nbsp;","text":"[LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961112514","repostId":"1177646844","repostType":2,"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963489462,"gmtCreate":1668736145456,"gmtModify":1676538104790,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963489462","repostId":"1139933900","repostType":2,"repost":{"id":"1139933900","pubTimestamp":1668726868,"share":"https://ttm.financial/m/news/1139933900?lang=&edition=fundamental","pubTime":"2022-11-18 07:14","market":"us","language":"en","title":"Meta Confronts an Apple-Sized Hole in Its Once-Mighty Advertising Business","url":"https://stock-news.laohu8.com/highlight/detail?id=1139933900","media":"Bloomberg","summary":"The social media company must deal with a range of headwinds, but a year later, the hit to its ad ta","content":"<html><head></head><body><blockquote>The social media company must deal with a range of headwinds, but a year later, the hit to its ad targeting capabilities has been particularly painful.</blockquote><p>There are many reasons for the dire situation at Meta Platforms Inc. The company, which has lost two-thirds of its market value this year and cut 11,000 jobs on Nov. 9, has been battered by damaging news about the political and social impact of Facebook, Instagram and WhatsApp. Investors are skeptical of Chief Executive Officer Mark Zuckerberg’s plans to pivot from social networking to the metaverse and worried about rising rivals such as ByteDance Ltd.’s TikTok. And that’s to say nothing of the stresses on the broader economy and the digital advertising market.</p><p>But one factor looms above the rest: the changes to Apple Inc.’s privacy policies that have shaken the foundations of the targeted advertising industry. “Meta and lots of other tech companies are hiding underneath this big, gray cloud that’s covering the economy as a whole and sort of using that as a way to hide the reality that Apple is probably doing the most damage and is putting the tightest squeeze on businesses at the moment,” says Max Willens, a senior analyst at Insider Intelligence Inc. Meta’s ability to recover rests largely on finding ways to operate in this new environment.</p><p>Zuckerberg’s pitch to advertisers has long been that his company can guarantee that their marketing will reach the right users at Facebook and Instagram. Meta has used the data it collects about its users to help marketers pinpoint those with specific characteristics—for instance, identifying people who resembled their existing customers in key ways—and sell them specific products.</p><p>But last year, Apple changed its privacy policies in a way that significantly limited ad targeting on iOS devices, allowing users to decide whether to allow advertisers to track them. This made advertising with Meta more expensive, because less accurate marketers had to spend more money showing ads to the wrong type of person. Apple also prevented digital advertisers from accessing data needed to measure the outcomes of an ad after users clicked on it, making it more difficult to shift spending toward the most effective ads. In February, Meta estimated the changes would drag down revenue by $10 billion this year, or about 9% of what it’s expected to bring in.</p><p><img src=\"https://static.tigerbbs.com/53a1368570d36863ba8ef2aa41fbd879\" tg-width=\"720\" tg-height=\"344\" width=\"100%\" height=\"auto\"/>Apple has continued to make changes to its policies, taking additional cuts to money that flows through iPhones, such as on in-app purchases that users and advertisers make on social apps to boost their content to larger audiences. In October a Meta spokesperson accused Apple, which is building its own advertising business, of “undercutting others in the digital economy.” Apple has maintained that its goal has simply been to protect privacy. A Meta spokesperson didn’t respond to interview requests.</p><p>These changes have been a drag on the entire digital advertising industry, but they’ve hit Meta particularly hard. The company’s revenue in the third quarter totaled $27.7 billion, 4.5% lower than the same quarter in 2021. By contrast, Google parent company Alphabet’s revenue rose 6%, and revenue at smaller competitors Snap and Pinterest both increased more than 5%. Meta’s and Alphabet Inc.’s share of digital ad spending in the US is expected to fall below 50% next year for the first time since at least 2019, according to Insider Intelligence.</p><p>There’s still plenty of money flowing into digital ads. Spending from the largest brands rose 5% in the third quarter from the same period a year ago, accounting for two-thirds of all media buys, according to Standard Media Index. But that growth was slower than that of out-of-home venues such as billboards, subways and buses, which increased 14% from a year earlier, and newspapers, which grew 22%.</p><p>Advertisers feel as if there are more viable alternatives to Meta than there have been in the recent past, Willens says. “It’s giving marketers more license to lower their spending,” he adds. “Meta is going to have to recalibrate after the major go-go times of 2021 disappeared.”</p><p>The company has no experience managing decline. In the past, managers have been allowed to hire employees before annual budgets were approved in the spring, according to people familiar with the matter who declined to be identified because the process was private. This year, managers were instead asked to identify their bottom performers, two of the people say, a precursor to November’s job cuts. Employees have historically been able to work on passion projects, even if those projects weren’t always aligned with money-making opportunities for the business, say the people. That’s increasingly off the table, too.</p><p>An obvious explanation for Zuckerberg’s interest in the metaverse is that Apple wouldn’t wield so much power in a virtual universe where Meta controls the hardware and operating system. In the meantime, as he told employees in a message on Nov. 9, he thinks that Meta will have to be “leaner and more efficient.” He’s directing the company’s focus on artificial intelligence tools to help it compete with TikTok while also relying on Meta’s massive ad platform to fund his longer-term vision.</p><p>To do that, Meta is reworking its own targeting technology, using AI to determine which users should see which ads. Meta is operating two “centers of excellence for AI,” one in service of the ad business and the other focused on the user experience for Facebook and Instagram, said Tom Alison, the head of the Facebook app at Meta in an interview with Bloomberg Businessweek before the job cuts were announced. The company has also worked to improve its ad performance tracking, which is especially important in video, because both Facebook and Instagram have prioritized a popular new short-form video format on their platforms called Reels.</p><p>A year after Apple’s changes, it appears as if some of Meta’s adjustments are working. In September marketing researcher Appsumer published a study on spending for more than 100 consumer apps across Africa, Europe, the Middle East and North America. The share of advertising budgets going to Meta stabilized in the first and second quarters. It’s now about 28%, according to Appsumer, after having fallen to 24%, from 32%, in the first six months after Apple’s measures took effect.</p><p>Users are watching about 140 billion videos across Meta’s platforms each day. But Reels doesn’t make as much money as its other products, costing Meta revenue as its audience shifts its time there. That alone cost Meta $500 million last quarter, and it will continue to be a drag for 12 months to 18 months, Zuckerberg said on the company’s earnings call in October.</p><p>Meta has also been developing ads that direct Facebook and Instagram users to Messenger or WhatsApp to open a chat with the advertiser. Zuckerberg called this the company’s fastest-growing ad product and said it’s currently bringing in revenue at a projected annual rate of $9 billion.</p><p>Even before the job cuts, the company had already been making some changes to bring its “best people” together to work on key problems such as the AI-driven content recommendation technology, Alison said. “When we make advances in the organic product, we can then figure out what we can carry over into the ads world, as well,” he says.</p><p>All this is shaping up to be a major challenge for Meta, at a period of unprecedented stress on the company. For the first time in its history, it’s going to have to learn to do more with less.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Confronts an Apple-Sized Hole in Its Once-Mighty Advertising Business</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Confronts an Apple-Sized Hole in Its Once-Mighty Advertising Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-18 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-17/iphone-data-changes-are-biggest-cause-of-meta-meta-woes?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The social media company must deal with a range of headwinds, but a year later, the hit to its ad targeting capabilities has been particularly painful.There are many reasons for the dire situation at ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-17/iphone-data-changes-are-biggest-cause-of-meta-meta-woes?srnd=premium-asia\">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","META":"Meta Platforms, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2022-11-17/iphone-data-changes-are-biggest-cause-of-meta-meta-woes?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139933900","content_text":"The social media company must deal with a range of headwinds, but a year later, the hit to its ad targeting capabilities has been particularly painful.There are many reasons for the dire situation at Meta Platforms Inc. The company, which has lost two-thirds of its market value this year and cut 11,000 jobs on Nov. 9, has been battered by damaging news about the political and social impact of Facebook, Instagram and WhatsApp. Investors are skeptical of Chief Executive Officer Mark Zuckerberg’s plans to pivot from social networking to the metaverse and worried about rising rivals such as ByteDance Ltd.’s TikTok. And that’s to say nothing of the stresses on the broader economy and the digital advertising market.But one factor looms above the rest: the changes to Apple Inc.’s privacy policies that have shaken the foundations of the targeted advertising industry. “Meta and lots of other tech companies are hiding underneath this big, gray cloud that’s covering the economy as a whole and sort of using that as a way to hide the reality that Apple is probably doing the most damage and is putting the tightest squeeze on businesses at the moment,” says Max Willens, a senior analyst at Insider Intelligence Inc. Meta’s ability to recover rests largely on finding ways to operate in this new environment.Zuckerberg’s pitch to advertisers has long been that his company can guarantee that their marketing will reach the right users at Facebook and Instagram. Meta has used the data it collects about its users to help marketers pinpoint those with specific characteristics—for instance, identifying people who resembled their existing customers in key ways—and sell them specific products.But last year, Apple changed its privacy policies in a way that significantly limited ad targeting on iOS devices, allowing users to decide whether to allow advertisers to track them. This made advertising with Meta more expensive, because less accurate marketers had to spend more money showing ads to the wrong type of person. Apple also prevented digital advertisers from accessing data needed to measure the outcomes of an ad after users clicked on it, making it more difficult to shift spending toward the most effective ads. In February, Meta estimated the changes would drag down revenue by $10 billion this year, or about 9% of what it’s expected to bring in.Apple has continued to make changes to its policies, taking additional cuts to money that flows through iPhones, such as on in-app purchases that users and advertisers make on social apps to boost their content to larger audiences. In October a Meta spokesperson accused Apple, which is building its own advertising business, of “undercutting others in the digital economy.” Apple has maintained that its goal has simply been to protect privacy. A Meta spokesperson didn’t respond to interview requests.These changes have been a drag on the entire digital advertising industry, but they’ve hit Meta particularly hard. The company’s revenue in the third quarter totaled $27.7 billion, 4.5% lower than the same quarter in 2021. By contrast, Google parent company Alphabet’s revenue rose 6%, and revenue at smaller competitors Snap and Pinterest both increased more than 5%. Meta’s and Alphabet Inc.’s share of digital ad spending in the US is expected to fall below 50% next year for the first time since at least 2019, according to Insider Intelligence.There’s still plenty of money flowing into digital ads. Spending from the largest brands rose 5% in the third quarter from the same period a year ago, accounting for two-thirds of all media buys, according to Standard Media Index. But that growth was slower than that of out-of-home venues such as billboards, subways and buses, which increased 14% from a year earlier, and newspapers, which grew 22%.Advertisers feel as if there are more viable alternatives to Meta than there have been in the recent past, Willens says. “It’s giving marketers more license to lower their spending,” he adds. “Meta is going to have to recalibrate after the major go-go times of 2021 disappeared.”The company has no experience managing decline. In the past, managers have been allowed to hire employees before annual budgets were approved in the spring, according to people familiar with the matter who declined to be identified because the process was private. This year, managers were instead asked to identify their bottom performers, two of the people say, a precursor to November’s job cuts. Employees have historically been able to work on passion projects, even if those projects weren’t always aligned with money-making opportunities for the business, say the people. That’s increasingly off the table, too.An obvious explanation for Zuckerberg’s interest in the metaverse is that Apple wouldn’t wield so much power in a virtual universe where Meta controls the hardware and operating system. In the meantime, as he told employees in a message on Nov. 9, he thinks that Meta will have to be “leaner and more efficient.” He’s directing the company’s focus on artificial intelligence tools to help it compete with TikTok while also relying on Meta’s massive ad platform to fund his longer-term vision.To do that, Meta is reworking its own targeting technology, using AI to determine which users should see which ads. Meta is operating two “centers of excellence for AI,” one in service of the ad business and the other focused on the user experience for Facebook and Instagram, said Tom Alison, the head of the Facebook app at Meta in an interview with Bloomberg Businessweek before the job cuts were announced. The company has also worked to improve its ad performance tracking, which is especially important in video, because both Facebook and Instagram have prioritized a popular new short-form video format on their platforms called Reels.A year after Apple’s changes, it appears as if some of Meta’s adjustments are working. In September marketing researcher Appsumer published a study on spending for more than 100 consumer apps across Africa, Europe, the Middle East and North America. The share of advertising budgets going to Meta stabilized in the first and second quarters. It’s now about 28%, according to Appsumer, after having fallen to 24%, from 32%, in the first six months after Apple’s measures took effect.Users are watching about 140 billion videos across Meta’s platforms each day. But Reels doesn’t make as much money as its other products, costing Meta revenue as its audience shifts its time there. That alone cost Meta $500 million last quarter, and it will continue to be a drag for 12 months to 18 months, Zuckerberg said on the company’s earnings call in October.Meta has also been developing ads that direct Facebook and Instagram users to Messenger or WhatsApp to open a chat with the advertiser. Zuckerberg called this the company’s fastest-growing ad product and said it’s currently bringing in revenue at a projected annual rate of $9 billion.Even before the job cuts, the company had already been making some changes to bring its “best people” together to work on key problems such as the AI-driven content recommendation technology, Alison said. “When we make advances in the organic product, we can then figure out what we can carry over into the ads world, as well,” he says.All this is shaping up to be a major challenge for Meta, at a period of unprecedented stress on the company. For the first time in its history, it’s going to have to learn to do more with less.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963116972,"gmtCreate":1668617682797,"gmtModify":1676538085559,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"[Salute]&nbsp;","listText":"[Salute]&nbsp;","text":"[Salute]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963116972","repostId":"1115069512","repostType":2,"repost":{"id":"1115069512","pubTimestamp":1668606942,"share":"https://ttm.financial/m/news/1115069512?lang=&edition=fundamental","pubTime":"2022-11-16 21:55","market":"us","language":"en","title":"Singapore’s Sea Is Passing Through the Storm","url":"https://stock-news.laohu8.com/highlight/detail?id=1115069512","media":"The Wall Street Journal","summary":"It might just be possible to get U.S. investors topile back into tech stocksif companies wereto brut","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/dfe0144c2f50186c35b78ad367046746\" tg-width=\"860\" tg-height=\"611\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>It might just be possible to get U.S. investors topile back into tech stocksif companies wereto brutally cut costsand give priority to profits over everything else. Case in point: Singapore’sSeaLtd.SE36.05%increase; green up pointing triangle</p><p>The Asian consumer internet company’s beaten-down shares surfed a wave of enthusiasm on Tuesday after it narrowed losses substantially during the third quarter, defying market expectations. They surged 36% in New York trading after having been down 87% from their 52-week high.</p><p>Sea’s net loss for the quarter, excluding share-based compensation, narrowed to $369.5 million from $450.1 million in the year-ago period as cash burn in its e-commerce business slowed. Revenue was up 17.4%.</p><p>The company is working toward breaking even on the basis of adjusted earnings before interest, tax, depreciation and amortization in its e-commerce business by the end of 2023, helped by better take rates and scaled-back marketing expenses. It is Sea’s largest segment, followed by gaming.</p><p>Group Chief ExecutiveForrest Lisaid Sea has entirely shifted its focus from growth to achieving self-sufficiency and profitability as soon as possible without relying on external funding. The company has been walking this talk for a few quarters now: It has slashed jobs,closed its e-commerce operations in Indiaand some European and Latin American markets and stopped making equity investments.</p><p>Sea’s Asian tech peersGrab Holdingsand GoTo also have seen better days, struggling in an environment of rising interest rates, inflation and slowing growth, andhave shifted their focusto profitability. The script is similar to Silicon Valley’s draconian new approach to stem the slide in market valuations:slashing costs to deal with slowing growth.</p><p>Despite the risk ofa global recession in 2023, Sea’s stock could see some further upside as the company accelerates its path to profitability and if it succeeds in reversing its cash burn by the end of next year. It currently trades at only 2.46 times projected sales for the next 12 months, according to FactSet, down from a multiple of 8.58 at the beginning of the year and as high as 18 in February 2021. The average analyst rating on the stock is overweight.</p><p>A fly in the ointment could be Sea’s profitable gaming business continuing to see moderation in user spending as the pandemic boost keeps waning. The unit, which generates 28% of group revenue, is under pressure due to excessive reliance on its game “Free Fire.”</p><p>Bernstein analysts Venugopal Garre and Ankit Agrawal say Sea has demonstrated its ability to substantially reduce e-commerce losses through increased efforts to monetize the platform and cost reductions and they expect “self-sufficiency” to remain a keyword at the company with continued quarterly improvement.</p><p>After years of burning cash in a fight for market share, Sea’s new reality is sobering. The faster internet companies accept it, the better.</p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore’s Sea Is Passing Through the Storm</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\">\nSingapore’s Sea Is Passing Through the Storm\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 21:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/singapores-sea-is-passing-through-the-storm-11668605616?mod=rss_markets_main><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It might just be possible to get U.S. investors topile back into tech stocksif companies wereto brutally cut costsand give priority to profits over everything else. Case in point: Singapore’sSeaLtd....</p>\n\n<a href=\"https://www.wsj.com/articles/singapores-sea-is-passing-through-the-storm-11668605616?mod=rss_markets_main\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.wsj.com/articles/singapores-sea-is-passing-through-the-storm-11668605616?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115069512","content_text":"It might just be possible to get U.S. investors topile back into tech stocksif companies wereto brutally cut costsand give priority to profits over everything else. Case in point: Singapore’sSeaLtd.SE36.05%increase; green up pointing triangleThe Asian consumer internet company’s beaten-down shares surfed a wave of enthusiasm on Tuesday after it narrowed losses substantially during the third quarter, defying market expectations. They surged 36% in New York trading after having been down 87% from their 52-week high.Sea’s net loss for the quarter, excluding share-based compensation, narrowed to $369.5 million from $450.1 million in the year-ago period as cash burn in its e-commerce business slowed. Revenue was up 17.4%.The company is working toward breaking even on the basis of adjusted earnings before interest, tax, depreciation and amortization in its e-commerce business by the end of 2023, helped by better take rates and scaled-back marketing expenses. It is Sea’s largest segment, followed by gaming.Group Chief ExecutiveForrest Lisaid Sea has entirely shifted its focus from growth to achieving self-sufficiency and profitability as soon as possible without relying on external funding. The company has been walking this talk for a few quarters now: It has slashed jobs,closed its e-commerce operations in Indiaand some European and Latin American markets and stopped making equity investments.Sea’s Asian tech peersGrab Holdingsand GoTo also have seen better days, struggling in an environment of rising interest rates, inflation and slowing growth, andhave shifted their focusto profitability. The script is similar to Silicon Valley’s draconian new approach to stem the slide in market valuations:slashing costs to deal with slowing growth.Despite the risk ofa global recession in 2023, Sea’s stock could see some further upside as the company accelerates its path to profitability and if it succeeds in reversing its cash burn by the end of next year. It currently trades at only 2.46 times projected sales for the next 12 months, according to FactSet, down from a multiple of 8.58 at the beginning of the year and as high as 18 in February 2021. The average analyst rating on the stock is overweight.A fly in the ointment could be Sea’s profitable gaming business continuing to see moderation in user spending as the pandemic boost keeps waning. The unit, which generates 28% of group revenue, is under pressure due to excessive reliance on its game “Free Fire.”Bernstein analysts Venugopal Garre and Ankit Agrawal say Sea has demonstrated its ability to substantially reduce e-commerce losses through increased efforts to monetize the platform and cost reductions and they expect “self-sufficiency” to remain a keyword at the company with continued quarterly improvement.After years of burning cash in a fight for market share, Sea’s new reality is sobering. The faster internet companies accept it, the better.","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963111637,"gmtCreate":1668616625930,"gmtModify":1676538085464,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9963111637","repostId":"1157078528","repostType":2,"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963113521,"gmtCreate":1668616455863,"gmtModify":1676538085441,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"[Sad]&nbsp;","listText":"[Sad]&nbsp;","text":"[Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963113521","repostId":"1135515439","repostType":2,"repost":{"id":"1135515439","pubTimestamp":1668611266,"share":"https://ttm.financial/m/news/1135515439?lang=&edition=fundamental","pubTime":"2022-11-16 23:07","market":"us","language":"en","title":"Top Calls on Wall Street: Micron, Qualcomm, Tencent Music and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1135515439","media":"The Fly","summary":"Top 5 Upgrades:Atlantic Equities analyst Richard Radbourne upgraded Xylem(XYL) to Overweight from Ne","content":"<html><head></head><body><p><b>Top 5 Upgrades:</b></p><ul><li>Atlantic Equities analyst Richard Radbourne upgraded <b>Xylem</b>(XYL) to Overweight from Neutral with a price target of $129, up from $110. Supply chain constraints weighed heavily on Xylem during 2022 but these are now easing and should allow the M&amp;CS business to become an earnings tailwind during fiscal 2023, Radbourne tells investors in a research note.</li><li>Benchmark analyst Fawne Jiang upgraded <b>Tencent Music</b>(TME) to Buy from Hold with a $7 price target post third quarter results. The analyst cites &#34;structural&#34; margin improvement of the music segment, the fundamental turnaround of its ad and digital album businesses, and its effective cost saving.</li><li>Wells Fargo analyst Stephen Baxter upgraded <b>Oscar Health</b>(OSCR) to Overweight from Equal Weight with a price target of $4, down from $8.50. While the range of outcomes remains wide, the analyst believes risk/reward skews to the upside following significant year-to-date underperformance.</li><li>Goldman Sachs analyst Alex Scott upgraded <b>Lincoln National</b>(LNC) to Buy from Neutral with a price target of $46, down from $50. The company should be able to rebuild its capital base and display its &#34;relatively strong&#34; underlying capital generation faster than investors are expecting, Scott tells investors in a research note.</li><li>Daiwa analyst Carlton Lai upgraded <b>Huya</b>(HUYA) to Buy from Outperform with a price target of $3.60, down from $4 post third quarter results. Huya will report a large loss in Q4, but &#34;things will improve in 2023,&#34; Lai tells investors in a research note.</li></ul><p><b>Top 5 Downgrades:</b></p><ul><li>UBS analyst Michael Lasser downgraded <b>Advance Auto Parts</b>(AAP) to Neutral from Buy with a price target of $182, down from $230 after its Q3 earnings miss. It is becoming more difficult to defend the stock as the company is losing market share with another 0.7% decline in comps, the analyst tells investors in a research note.</li><li>Credit Suisse analyst Chris Caso downgraded <b>Texas Instruments</b>(TXN) to Neutral from Outperform with a price target of $205, up from $185, after assuming coverage of the name. While all semis are likely to endure some degree of correction in 2023, Texas Instruments&#39; large exposure to industrial makes it very challenging to identify the &#34;real&#34; level of demand, since the significant shortages that occurred over the last year gave customers every incentive to have built inventory where they could, Caso argues.</li><li>Argus analyst Kevin Heal downgraded <b>Rocket Companies</b>(RKT) to Sell from Hold. The analyst cites the company&#39;s position as the second largest U.S. mortgage originator with approximately 5% of the overall market, noting that as mortgage rates have recently risen to 7%, origination volumes are expected to drop 50% from 2021 levels, with further declines expected in 2023.</li><li>Deutsche Bank analyst Pito Chickering downgraded <b>Medtronic</b>(MDT) to Hold from Buy with a price target of $85, down from $121. The company has had a challenging 12 months, with several product issues in Q4 of 2021 followed by macro headwinds impacting earnings growth in fiscal 2023, Chickering tells investors in a research note.</li><li>Citi analyst Brian Gong downgraded <b>Huya</b> to Sell from Neutral with a price target of $3, down from $4, after the company reported Q3 results. Though Huya is likely to continue to optimize costs to improve margin over the long-term, he has turned more cautious given that the eSports industry could face &#34;a structurally more challenging growth outlook with limited headroom for user growth and monetization potential.&#34;</li></ul><p><b>Top 5 Initiations:</b></p><ul><li>Credit Suisse analyst Chris Caso initiated coverage of <b>Micron Technology</b>(MU) with an Outperform rating and $78 price target, implying 25% upside potential from current levels. The analyst thinks long-term DRAM and NAND industry growth is intact.</li><li>Credit Suisse analyst Chris Caso initiated coverage of <b>Qualcomm</b>(QCOM) with an Outperform rating and $150 price target. Qualcomm has more short-term security than others in the group since Android has already corrected and the company is shipping below consumption, Caso says.</li><li>Credit Suisse analyst Chris Caso initiated coverage of <b>Qorvo</b>(QRVO) with an Outperform rating and $120 price target. Qorvo has cyclical exposure to handsets along with increasing diversification into non-handset businesses that will provide higher growth, Caso tells investors.</li><li>Edward Jones analyst Logan Purk initiated coverage of <b>Synopsys</b>(SNPS) with a Hold rating. The company will benefit from growing demand for semiconductors used in autonomous driving, 5G and artificial intelligence, but the positive outlook is fairly captured in the current share price, Purk tells investors in a research note.</li><li>Needham analyst Charles Shi initiated coverage of <b>Altair Engineering</b>(ALTR) with a Buy rating and $60 price target. The company&#39;s core simulation business, which is indexed to R&amp;D spending across automotive, aerospace, financial services, and others, will help Altair prove resilient in a recessionary macroeconomic environment, the analyst tells investors in a research note.</li></ul></body></html>","source":"lsy1666364704704","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Micron, Qualcomm, Tencent Music and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Micron, Qualcomm, Tencent Music and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 23:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3619612&headline=XYL;TME;OSCR;LNC;HUYA;MDT;TXN;MU;QCOM;QRVO;SNPS;ALTR;AAP;RKT-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations><strong>The Fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:Atlantic Equities analyst Richard Radbourne upgraded Xylem(XYL) to Overweight from Neutral with a price target of $129, up from $110. Supply chain constraints weighed heavily on Xylem ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3619612&headline=XYL;TME;OSCR;LNC;HUYA;MDT;TXN;MU;QCOM;QRVO;SNPS;ALTR;AAP;RKT-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TME":"腾讯音乐","QCOM":"高通","MU":"美光科技"},"source_url":"https://thefly.com/landingPageNews.php?id=3619612&headline=XYL;TME;OSCR;LNC;HUYA;MDT;TXN;MU;QCOM;QRVO;SNPS;ALTR;AAP;RKT-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135515439","content_text":"Top 5 Upgrades:Atlantic Equities analyst Richard Radbourne upgraded Xylem(XYL) to Overweight from Neutral with a price target of $129, up from $110. Supply chain constraints weighed heavily on Xylem during 2022 but these are now easing and should allow the M&CS business to become an earnings tailwind during fiscal 2023, Radbourne tells investors in a research note.Benchmark analyst Fawne Jiang upgraded Tencent Music(TME) to Buy from Hold with a $7 price target post third quarter results. The analyst cites \"structural\" margin improvement of the music segment, the fundamental turnaround of its ad and digital album businesses, and its effective cost saving.Wells Fargo analyst Stephen Baxter upgraded Oscar Health(OSCR) to Overweight from Equal Weight with a price target of $4, down from $8.50. While the range of outcomes remains wide, the analyst believes risk/reward skews to the upside following significant year-to-date underperformance.Goldman Sachs analyst Alex Scott upgraded Lincoln National(LNC) to Buy from Neutral with a price target of $46, down from $50. The company should be able to rebuild its capital base and display its \"relatively strong\" underlying capital generation faster than investors are expecting, Scott tells investors in a research note.Daiwa analyst Carlton Lai upgraded Huya(HUYA) to Buy from Outperform with a price target of $3.60, down from $4 post third quarter results. Huya will report a large loss in Q4, but \"things will improve in 2023,\" Lai tells investors in a research note.Top 5 Downgrades:UBS analyst Michael Lasser downgraded Advance Auto Parts(AAP) to Neutral from Buy with a price target of $182, down from $230 after its Q3 earnings miss. It is becoming more difficult to defend the stock as the company is losing market share with another 0.7% decline in comps, the analyst tells investors in a research note.Credit Suisse analyst Chris Caso downgraded Texas Instruments(TXN) to Neutral from Outperform with a price target of $205, up from $185, after assuming coverage of the name. While all semis are likely to endure some degree of correction in 2023, Texas Instruments' large exposure to industrial makes it very challenging to identify the \"real\" level of demand, since the significant shortages that occurred over the last year gave customers every incentive to have built inventory where they could, Caso argues.Argus analyst Kevin Heal downgraded Rocket Companies(RKT) to Sell from Hold. The analyst cites the company's position as the second largest U.S. mortgage originator with approximately 5% of the overall market, noting that as mortgage rates have recently risen to 7%, origination volumes are expected to drop 50% from 2021 levels, with further declines expected in 2023.Deutsche Bank analyst Pito Chickering downgraded Medtronic(MDT) to Hold from Buy with a price target of $85, down from $121. The company has had a challenging 12 months, with several product issues in Q4 of 2021 followed by macro headwinds impacting earnings growth in fiscal 2023, Chickering tells investors in a research note.Citi analyst Brian Gong downgraded Huya to Sell from Neutral with a price target of $3, down from $4, after the company reported Q3 results. Though Huya is likely to continue to optimize costs to improve margin over the long-term, he has turned more cautious given that the eSports industry could face \"a structurally more challenging growth outlook with limited headroom for user growth and monetization potential.\"Top 5 Initiations:Credit Suisse analyst Chris Caso initiated coverage of Micron Technology(MU) with an Outperform rating and $78 price target, implying 25% upside potential from current levels. The analyst thinks long-term DRAM and NAND industry growth is intact.Credit Suisse analyst Chris Caso initiated coverage of Qualcomm(QCOM) with an Outperform rating and $150 price target. Qualcomm has more short-term security than others in the group since Android has already corrected and the company is shipping below consumption, Caso says.Credit Suisse analyst Chris Caso initiated coverage of Qorvo(QRVO) with an Outperform rating and $120 price target. Qorvo has cyclical exposure to handsets along with increasing diversification into non-handset businesses that will provide higher growth, Caso tells investors.Edward Jones analyst Logan Purk initiated coverage of Synopsys(SNPS) with a Hold rating. The company will benefit from growing demand for semiconductors used in autonomous driving, 5G and artificial intelligence, but the positive outlook is fairly captured in the current share price, Purk tells investors in a research note.Needham analyst Charles Shi initiated coverage of Altair Engineering(ALTR) with a Buy rating and $60 price target. The company's core simulation business, which is indexed to R&D spending across automotive, aerospace, financial services, and others, will help Altair prove resilient in a recessionary macroeconomic environment, the analyst tells investors in a research note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963113291,"gmtCreate":1668616432514,"gmtModify":1676538085441,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"[Facepalm]&nbsp;","listText":"[Facepalm]&nbsp;","text":"[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963113291","repostId":"1111705811","repostType":2,"repost":{"id":"1111705811","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":1668610894,"share":"https://ttm.financial/m/news/1111705811?lang=&edition=fundamental","pubTime":"2022-11-16 23:01","market":"us","language":"en","title":"EV Stocks Crashed in Morning Trading, with Arrival Slumping 9.75%","url":"https://stock-news.laohu8.com/highlight/detail?id=1111705811","media":"Tiger Newspress","summary":"EV stocks crashed in morning trading, with Arrival slumping 9.75%.","content":"<html><head></head><body><p>EV stocks crashed in morning trading, with Arrival slumping 9.75%.<img src=\"https://static.tigerbbs.com/c17c955ec6ab52edc9924eb2f22781fe\" tg-width=\"404\" tg-height=\"782\" width=\"100%\" height=\"auto\"/></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>EV Stocks Crashed in Morning Trading, with Arrival Slumping 9.75%</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\">\nEV Stocks Crashed in Morning Trading, with Arrival Slumping 9.75%\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\">2022-11-16 23:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks crashed in morning trading, with Arrival slumping 9.75%.<img src=\"https://static.tigerbbs.com/c17c955ec6ab52edc9924eb2f22781fe\" tg-width=\"404\" tg-height=\"782\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111705811","content_text":"EV stocks crashed in morning trading, with Arrival slumping 9.75%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969299043,"gmtCreate":1668448408282,"gmtModify":1676538057830,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969299043","repostId":"1110302539","repostType":2,"repost":{"id":"1110302539","pubTimestamp":1668426073,"share":"https://ttm.financial/m/news/1110302539?lang=&edition=fundamental","pubTime":"2022-11-14 19:41","market":"us","language":"en","title":"Jeff Bezos Says He Will Give Most of His Money to Charity","url":"https://stock-news.laohu8.com/highlight/detail?id=1110302539","media":"CNN","summary":"Amazon founder Jeff Bezos plans to give away the majority of his $124 billion net worth during his l","content":"<html><head></head><body><p>Amazon founder Jeff Bezos plans to give away the majority of his $124 billion net worth during his lifetime, telling CNN in an exclusive interview he will devote the bulk of his wealth to fighting climate change and supporting people who can unify humanity in the face of deep social and political divisions.</p><p>Though Bezos’ vow was light on specifics, this marks the first time he has announced that he plans to give away most of his money. Critics have chided Bezos for not signing theGiving Pledge, a promise by hundreds of the world’s richest people to donate the majority of their wealth to charitable causes.</p><p>In a sit-down interview with CNN’s Chloe Melas on Saturday at his Washington, DC, home, Bezos, speaking alongside his partner, the journalist-turned-philanthropist Lauren Sánchez, said the couple is “building the capacity to be able to give away this money.”</p><p>Asked directly by CNN whether he intends to donate the majority of his wealth within his lifetime, Bezos said: “Yeah, I do.”</p><p>Bezos said he and Sánchez agreed to their first interview together since they began dating in 2019 to help shine a spotlight on the Bezos Courage and Civility Award, granted this year to musician Dolly Parton.</p><p>The 20-minute exchange with Bezos and Sánchez covered a broad range of topics, from Bezos’s views on political dialogue and apossible economic recessionto Sánchez’s plan tovisit outer spacewith an all-female crew and her reflections on a flourishing business partnership with Bezos.</p><h2>Dolly Parton</h2><p>That working relationship was on display Saturday as Bezos and Sánchez announced a$100 million grant to Partonas part of her Courage and Civility Award. It is the third such award, following similar grants to chef Jose Andrés, who has spent some of the money-making meals for Ukrainians — and the climate advocate and CNN contributor Van Jones.</p><p>“When you think of Dolly,” said Sánchez in the interview, “Look, everyone smiles, right? She is just beaming with light. And all she wants to do is bring light into other people’s worlds. And so we couldn’t have thought of someone better than to give this award to Dolly, and we know she’s going to do amazing things with it.”</p><p>The throughline connecting the Courage and Civility Award grantees, Bezos said, was their capacity to bring many people together to solve large challenges.</p><p>“I just feel honored to be able to be a part of what they’re doing for this world,” Bezos told CNN.</p><p>Unity, Bezos said, is a trait that will be necessary to confront climate change and one that he repeatedly invoked as he blasted politicians and social media for amplifying division.</p><h2>How to give it away</h2><p>But the couple’s biggest challenge may be figuring out how to distribute Bezos’ vast fortune. Bezos declined to identify a specific percentage or to provide concrete details on where it would likely be spent.</p><p>Despite being the fourth-wealthiest person in the world, according to theBloomberg Billionaires Index, Bezos has refrained from setting a target amount to give away in his lifetime.</p><p>Bezos has committed $10 billion over 10 years, or about 8% of his current net worth, to the Bezos Earth Fund, which Sánchez co-chairs. Among its priorities are reducing the carbon footprint of construction-grade cement and steel; pushing financial regulators to consider climate-related risks; advancing data and mapping technologies to monitor carbon emissions; and building natural, plant-based carbon sinks on a large scale.</p><p>Though Bezos is now Amazon’s(AMZN) executive chair and not its CEO — he stepped down from that role in 2021 — he is still involved in the greening of the company. Amazon is one of more than 300 companies that have pledged to reduce their carbon footprint by 2040 according to the principles of the Paris Climate Agreement, Bezos said, though Amazon’s(AMZN)footprint grew by 18% in 2021, reflecting a pandemic-driven e-commerce boom. Amazon’s(AMZN)reckoning with its own effect on the climate mirrors its outsized impact on everything from debates about unionization to antitrust policy, where the company has attracted an enormous level of scrutiny from regulators, lawmakers, and civil society groups.</p><p>Bezos compared his philanthropic strategy to his years-long effort constructing a titanic engine of e-commerce and cloud computing that has made him one of the most powerful people in the world.</p><p>“The hard part is figuring out how to do it in a levered way,” he said, implying that even as he gives away his billions, he is still looking to maximize his return. “It’s not easy. Building Amazon was not easy. It took a lot of hard work, a bunch of very smart teammates, hard-working teammates, and I’m finding — and I think Lauren is finding the same thing — that charity, philanthropy, is very similar.”</p><p>“There are a bunch of ways that I think you could do ineffective things, too,” he added. “So you have to think about it carefully and you have to have brilliant people on the team.”</p><p>Bezos’ methodical approach to giving stands in sharp contrast to that of his ex-wife, the philanthropist MacKenzie Scott, who recentlygave away nearly $4 billion to 465 organizationsin the span of less than a year.</p><h2>The economic downturn</h2><p>While Bezos and Sánchez plot out their plans for Bezos’ immense wealth, many people of more modest means are bracing for what economists fear may be an extended economic downturn.</p><p>Last month, Bezostweeteda warning to his followers on Twitter, recommending that they “batten down the hatches.”</p><p>The advice was meant for business owners and consumers alike, Bezos said in the interview, suggesting that individuals should consider putting off buying big ticket items they’ve been eyeing — or that companies should slow their acquisitions and capital expenditures.</p><p>“Take some risk off the table,” Bezos said. “Keep some dry powder on hand…. Just a little bit of risk reduction could make the difference for that small business, if we do get into even more serious economic problems. You’ve got to play the probabilities a little bit.”</p><p>Many may be feeling the pinch now, he added, but argued that as an optimist he believes the American Dream “is and will be even more attainable in the future” — projecting that within Bezos’ lifetime, space travel could become broadly accessible to the public.</p><h2>Bezos and Sánchez’s partnership</h2><p>Sánchez said the couple make “really great teammates,” though she laughed, “We can be kind of boring,” Sánchez said. Bezos smiled and replied, “Never boring.”</p><p>Sánchez, the founder of Black Ops Aviation, the first female-owned and operated aerial film and production company is a trained helicopter pilot. She said in the interview that they’ve both taken turns in the driver’s seat.</p><p>Bezos has creditedhis own journey to spacefor helping to inspire his push to fight climate change. Now, it is Sánchez’s turn.</p><p>Sánchez told CNN she anticipates venturing into orbit herself sometime in 2023. And while she did not directly address who will be joining her — quickly ruling out Bezos as a crewmate — she said simply: “It’ll be a great group of females.”</p><h2>Washington’s NFL team</h2><p>Bezos may be adding NFL owner to his resume. CNN recently reported that Bezos and Jay-Z are in talks on a potentialjoint bid on the Washington Commanders.</p><p>It is not clear if the two have yet spoken with Dan Snyder and his wife, Tanya, the current owners of the NFL team, about the possibility.</p><p>But during the interview on Saturday, Melas asked Bezos if the speculation was true.</p><p>“Yes, I’ve heard that buzz,” Bezos said with a smile.</p><p>Sánchez chimed in with a laugh, “I do like football. I’m just going to throw that out there for everyone.”</p><p>Bezos added, “I grew up in Houston, Texas, and I played football growing up as a kid … and it is my favorite sport … so we’ll just have to wait and see.”</p></body></html>","source":"cnn_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jeff Bezos Says He Will Give Most of His Money to Charity</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\">\nJeff Bezos Says He Will Give Most of His Money to Charity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-14 19:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2022/11/14/business/jeff-bezos-charity/index.html><strong>CNN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon founder Jeff Bezos plans to give away the majority of his $124 billion net worth during his lifetime, telling CNN in an exclusive interview he will devote the bulk of his wealth to fighting ...</p>\n\n<a href=\"https://edition.cnn.com/2022/11/14/business/jeff-bezos-charity/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://edition.cnn.com/2022/11/14/business/jeff-bezos-charity/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110302539","content_text":"Amazon founder Jeff Bezos plans to give away the majority of his $124 billion net worth during his lifetime, telling CNN in an exclusive interview he will devote the bulk of his wealth to fighting climate change and supporting people who can unify humanity in the face of deep social and political divisions.Though Bezos’ vow was light on specifics, this marks the first time he has announced that he plans to give away most of his money. Critics have chided Bezos for not signing theGiving Pledge, a promise by hundreds of the world’s richest people to donate the majority of their wealth to charitable causes.In a sit-down interview with CNN’s Chloe Melas on Saturday at his Washington, DC, home, Bezos, speaking alongside his partner, the journalist-turned-philanthropist Lauren Sánchez, said the couple is “building the capacity to be able to give away this money.”Asked directly by CNN whether he intends to donate the majority of his wealth within his lifetime, Bezos said: “Yeah, I do.”Bezos said he and Sánchez agreed to their first interview together since they began dating in 2019 to help shine a spotlight on the Bezos Courage and Civility Award, granted this year to musician Dolly Parton.The 20-minute exchange with Bezos and Sánchez covered a broad range of topics, from Bezos’s views on political dialogue and apossible economic recessionto Sánchez’s plan tovisit outer spacewith an all-female crew and her reflections on a flourishing business partnership with Bezos.Dolly PartonThat working relationship was on display Saturday as Bezos and Sánchez announced a$100 million grant to Partonas part of her Courage and Civility Award. It is the third such award, following similar grants to chef Jose Andrés, who has spent some of the money-making meals for Ukrainians — and the climate advocate and CNN contributor Van Jones.“When you think of Dolly,” said Sánchez in the interview, “Look, everyone smiles, right? She is just beaming with light. And all she wants to do is bring light into other people’s worlds. And so we couldn’t have thought of someone better than to give this award to Dolly, and we know she’s going to do amazing things with it.”The throughline connecting the Courage and Civility Award grantees, Bezos said, was their capacity to bring many people together to solve large challenges.“I just feel honored to be able to be a part of what they’re doing for this world,” Bezos told CNN.Unity, Bezos said, is a trait that will be necessary to confront climate change and one that he repeatedly invoked as he blasted politicians and social media for amplifying division.How to give it awayBut the couple’s biggest challenge may be figuring out how to distribute Bezos’ vast fortune. Bezos declined to identify a specific percentage or to provide concrete details on where it would likely be spent.Despite being the fourth-wealthiest person in the world, according to theBloomberg Billionaires Index, Bezos has refrained from setting a target amount to give away in his lifetime.Bezos has committed $10 billion over 10 years, or about 8% of his current net worth, to the Bezos Earth Fund, which Sánchez co-chairs. Among its priorities are reducing the carbon footprint of construction-grade cement and steel; pushing financial regulators to consider climate-related risks; advancing data and mapping technologies to monitor carbon emissions; and building natural, plant-based carbon sinks on a large scale.Though Bezos is now Amazon’s(AMZN) executive chair and not its CEO — he stepped down from that role in 2021 — he is still involved in the greening of the company. Amazon is one of more than 300 companies that have pledged to reduce their carbon footprint by 2040 according to the principles of the Paris Climate Agreement, Bezos said, though Amazon’s(AMZN)footprint grew by 18% in 2021, reflecting a pandemic-driven e-commerce boom. Amazon’s(AMZN)reckoning with its own effect on the climate mirrors its outsized impact on everything from debates about unionization to antitrust policy, where the company has attracted an enormous level of scrutiny from regulators, lawmakers, and civil society groups.Bezos compared his philanthropic strategy to his years-long effort constructing a titanic engine of e-commerce and cloud computing that has made him one of the most powerful people in the world.“The hard part is figuring out how to do it in a levered way,” he said, implying that even as he gives away his billions, he is still looking to maximize his return. “It’s not easy. Building Amazon was not easy. It took a lot of hard work, a bunch of very smart teammates, hard-working teammates, and I’m finding — and I think Lauren is finding the same thing — that charity, philanthropy, is very similar.”“There are a bunch of ways that I think you could do ineffective things, too,” he added. “So you have to think about it carefully and you have to have brilliant people on the team.”Bezos’ methodical approach to giving stands in sharp contrast to that of his ex-wife, the philanthropist MacKenzie Scott, who recentlygave away nearly $4 billion to 465 organizationsin the span of less than a year.The economic downturnWhile Bezos and Sánchez plot out their plans for Bezos’ immense wealth, many people of more modest means are bracing for what economists fear may be an extended economic downturn.Last month, Bezostweeteda warning to his followers on Twitter, recommending that they “batten down the hatches.”The advice was meant for business owners and consumers alike, Bezos said in the interview, suggesting that individuals should consider putting off buying big ticket items they’ve been eyeing — or that companies should slow their acquisitions and capital expenditures.“Take some risk off the table,” Bezos said. “Keep some dry powder on hand…. Just a little bit of risk reduction could make the difference for that small business, if we do get into even more serious economic problems. You’ve got to play the probabilities a little bit.”Many may be feeling the pinch now, he added, but argued that as an optimist he believes the American Dream “is and will be even more attainable in the future” — projecting that within Bezos’ lifetime, space travel could become broadly accessible to the public.Bezos and Sánchez’s partnershipSánchez said the couple make “really great teammates,” though she laughed, “We can be kind of boring,” Sánchez said. Bezos smiled and replied, “Never boring.”Sánchez, the founder of Black Ops Aviation, the first female-owned and operated aerial film and production company is a trained helicopter pilot. She said in the interview that they’ve both taken turns in the driver’s seat.Bezos has creditedhis own journey to spacefor helping to inspire his push to fight climate change. Now, it is Sánchez’s turn.Sánchez told CNN she anticipates venturing into orbit herself sometime in 2023. And while she did not directly address who will be joining her — quickly ruling out Bezos as a crewmate — she said simply: “It’ll be a great group of females.”Washington’s NFL teamBezos may be adding NFL owner to his resume. CNN recently reported that Bezos and Jay-Z are in talks on a potentialjoint bid on the Washington Commanders.It is not clear if the two have yet spoken with Dan Snyder and his wife, Tanya, the current owners of the NFL team, about the possibility.But during the interview on Saturday, Melas asked Bezos if the speculation was true.“Yes, I’ve heard that buzz,” Bezos said with a smile.Sánchez chimed in with a laugh, “I do like football. I’m just going to throw that out there for everyone.”Bezos added, “I grew up in Houston, Texas, and I played football growing up as a kid … and it is my favorite sport … so we’ll just have to wait and see.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9985270245,"gmtCreate":1667416448787,"gmtModify":1676537913477,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Go with the flow","listText":"Go with the flow","text":"Go with the flow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985270245","repostId":"1153916271","repostType":2,"repost":{"id":"1153916271","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":1667417189,"share":"https://ttm.financial/m/news/1153916271?lang=&edition=fundamental","pubTime":"2022-11-03 03:26","market":"us","language":"en","title":"Stocks Fall As Powell Says Terminal Interest Rate Will Be Higher Than Previously Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1153916271","media":"Tiger Newspress","summary":"The S&P 500 fell on Wednesday in wild action as traders tried to interpret the Federal Reserve’s nex","content":"<html><head></head><body><p>The S&amp;P 500 fell on Wednesday in wild action as traders tried to interpret the Federal Reserve’s next move after it delivered another widely expected three-quarter point interest rate hike.</p><p>The S&amp;P 500 was last down 1.67% and Nasdaq Composite was off by 2.46%. The Dow Jones Industrial Average was last down 272 points. The major averages bounced in violent action between gains and losses following the Fed’s afternoon decision.</p><p><img src=\"https://static.tigerbbs.com/5a7fcd5d3bb4ea392622d42f032c5ca9\" tg-width=\"1080\" tg-height=\"477\" referrerpolicy=\"no-referrer\"/></p><p>The Fed implemented another widely expected 0.75 percentage point rate increase, its fourth hike in a row of that caliber, as it battles high inflation and signaled a potential shift in its policy stance.</p><p>But more importantly, the new statement hinted at a possible policy change, saying the Fed “will take into account the cumulative tightening of monetary policy, the lags with which monetary policy affects economic activity and inflation, and economic and financial developments.”</p><p>Stocks initially surged as traders cheered the hint of a possible slowing in tightening. However, major averages then declined when Fed Chair Jerome Powell said in a press conference that rates could go higher still.</p><p>“We still have some ways to go and incoming data since our last meeting suggests that the ultimate level of interest rates will be higher than previously expected,” said Powell.</p><p>“The initial reaction is investors were looking for some acknowledgment there’s two-way risk … they at least opened the door for that,” said Keith Lerner, Truist’s chief market strategist. “They’ve done these super-sized rate hikes. That works with a lag. The market wants the Fed to move away from that myopic focus on inflation. They did that.”</p><p>The central bank’s decision comes after the release of strong jobs data, with better-than-expected private payrolls data for October painting a resilient labor market. The JOLTS report Tuesday also conveyed a tight jobs market despite the Fed’s aggressive tightening clip.</p><p>In other economic news, mortgage application data for last week came in flat despite a slight tick lower in rates.</p><p>Earnings continued with strong results from CVS Health. Advanced Micro Devices rose despite a top and bottom line miss, and Boeing shares gained on strong cash flow comments.</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>Stocks Fall As Powell Says Terminal Interest Rate Will Be Higher Than Previously Expected</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\">\nStocks Fall As Powell Says Terminal Interest Rate Will Be Higher Than Previously Expected\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\">2022-11-03 03:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&amp;P 500 fell on Wednesday in wild action as traders tried to interpret the Federal Reserve’s next move after it delivered another widely expected three-quarter point interest rate hike.</p><p>The S&amp;P 500 was last down 1.67% and Nasdaq Composite was off by 2.46%. The Dow Jones Industrial Average was last down 272 points. The major averages bounced in violent action between gains and losses following the Fed’s afternoon decision.</p><p><img src=\"https://static.tigerbbs.com/5a7fcd5d3bb4ea392622d42f032c5ca9\" tg-width=\"1080\" tg-height=\"477\" referrerpolicy=\"no-referrer\"/></p><p>The Fed implemented another widely expected 0.75 percentage point rate increase, its fourth hike in a row of that caliber, as it battles high inflation and signaled a potential shift in its policy stance.</p><p>But more importantly, the new statement hinted at a possible policy change, saying the Fed “will take into account the cumulative tightening of monetary policy, the lags with which monetary policy affects economic activity and inflation, and economic and financial developments.”</p><p>Stocks initially surged as traders cheered the hint of a possible slowing in tightening. However, major averages then declined when Fed Chair Jerome Powell said in a press conference that rates could go higher still.</p><p>“We still have some ways to go and incoming data since our last meeting suggests that the ultimate level of interest rates will be higher than previously expected,” said Powell.</p><p>“The initial reaction is investors were looking for some acknowledgment there’s two-way risk … they at least opened the door for that,” said Keith Lerner, Truist’s chief market strategist. “They’ve done these super-sized rate hikes. That works with a lag. The market wants the Fed to move away from that myopic focus on inflation. They did that.”</p><p>The central bank’s decision comes after the release of strong jobs data, with better-than-expected private payrolls data for October painting a resilient labor market. The JOLTS report Tuesday also conveyed a tight jobs market despite the Fed’s aggressive tightening clip.</p><p>In other economic news, mortgage application data for last week came in flat despite a slight tick lower in rates.</p><p>Earnings continued with strong results from CVS Health. Advanced Micro Devices rose despite a top and bottom line miss, and Boeing shares gained on strong cash flow comments.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153916271","content_text":"The S&P 500 fell on Wednesday in wild action as traders tried to interpret the Federal Reserve’s next move after it delivered another widely expected three-quarter point interest rate hike.The S&P 500 was last down 1.67% and Nasdaq Composite was off by 2.46%. The Dow Jones Industrial Average was last down 272 points. The major averages bounced in violent action between gains and losses following the Fed’s afternoon decision.The Fed implemented another widely expected 0.75 percentage point rate increase, its fourth hike in a row of that caliber, as it battles high inflation and signaled a potential shift in its policy stance.But more importantly, the new statement hinted at a possible policy change, saying the Fed “will take into account the cumulative tightening of monetary policy, the lags with which monetary policy affects economic activity and inflation, and economic and financial developments.”Stocks initially surged as traders cheered the hint of a possible slowing in tightening. However, major averages then declined when Fed Chair Jerome Powell said in a press conference that rates could go higher still.“We still have some ways to go and incoming data since our last meeting suggests that the ultimate level of interest rates will be higher than previously expected,” said Powell.“The initial reaction is investors were looking for some acknowledgment there’s two-way risk … they at least opened the door for that,” said Keith Lerner, Truist’s chief market strategist. “They’ve done these super-sized rate hikes. That works with a lag. The market wants the Fed to move away from that myopic focus on inflation. They did that.”The central bank’s decision comes after the release of strong jobs data, with better-than-expected private payrolls data for October painting a resilient labor market. The JOLTS report Tuesday also conveyed a tight jobs market despite the Fed’s aggressive tightening clip.In other economic news, mortgage application data for last week came in flat despite a slight tick lower in rates.Earnings continued with strong results from CVS Health. Advanced Micro Devices rose despite a top and bottom line miss, and Boeing shares gained on strong cash flow comments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986932741,"gmtCreate":1666874704783,"gmtModify":1676537820842,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Hurray","listText":"Hurray","text":"Hurray","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9986932741","repostId":"1176371401","repostType":2,"repost":{"id":"1176371401","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":1666873879,"share":"https://ttm.financial/m/news/1176371401?lang=&edition=fundamental","pubTime":"2022-10-27 20:31","market":"us","language":"en","title":"U.S. GDP Increases By 2.6% Annual Rate in Third Quarter, Above Forecast","url":"https://stock-news.laohu8.com/highlight/detail?id=1176371401","media":"Tiger Newspress","summary":"The U.S. economy posted its first period of positive growth for 2022 in the third quarter, at least ","content":"<html><head></head><body><p>The U.S. economy posted its first period of positive growth for 2022 in the third quarter, at least temporarily easing inflation fears, the Bureau of Economic Analysis reported Thursday.</p><p>GDP, a sum of all the goods and services produced from July through September, increased at a 2.6% annualized pace for the period, against the Dow Jones estimate for 2.3%.</p><p>That reading follows consecutive negative quarters to start the year, meeting a commonly accepted definition of recession, though the National Bureau of Economic Research is generally considered the arbiter of downturns and expansions.</p><p>U.S. initial jobless claims rise 3,000 to 217,000 in October 22 week; U.S. core durable goods orders fall 0.7% in September; Continuing jobless claims rise 55,000 to 1.44 million.</p><p>Stock-index futures higher after GDP, other economic data.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. GDP Increases By 2.6% Annual Rate in Third Quarter, Above Forecast</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. GDP Increases By 2.6% Annual Rate in Third Quarter, Above Forecast\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\">2022-10-27 20:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The U.S. economy posted its first period of positive growth for 2022 in the third quarter, at least temporarily easing inflation fears, the Bureau of Economic Analysis reported Thursday.</p><p>GDP, a sum of all the goods and services produced from July through September, increased at a 2.6% annualized pace for the period, against the Dow Jones estimate for 2.3%.</p><p>That reading follows consecutive negative quarters to start the year, meeting a commonly accepted definition of recession, though the National Bureau of Economic Research is generally considered the arbiter of downturns and expansions.</p><p>U.S. initial jobless claims rise 3,000 to 217,000 in October 22 week; U.S. core durable goods orders fall 0.7% in September; Continuing jobless claims rise 55,000 to 1.44 million.</p><p>Stock-index futures higher after GDP, other economic data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176371401","content_text":"The U.S. economy posted its first period of positive growth for 2022 in the third quarter, at least temporarily easing inflation fears, the Bureau of Economic Analysis reported Thursday.GDP, a sum of all the goods and services produced from July through September, increased at a 2.6% annualized pace for the period, against the Dow Jones estimate for 2.3%.That reading follows consecutive negative quarters to start the year, meeting a commonly accepted definition of recession, though the National Bureau of Economic Research is generally considered the arbiter of downturns and expansions.U.S. initial jobless claims rise 3,000 to 217,000 in October 22 week; U.S. core durable goods orders fall 0.7% in September; Continuing jobless claims rise 55,000 to 1.44 million.Stock-index futures higher after GDP, other economic data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983060172,"gmtCreate":1666123669396,"gmtModify":1676537708142,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"As it is","listText":"As it is","text":"As it is","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983060172","repostId":"1171913714","repostType":2,"repost":{"id":"1171913714","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":1666105243,"share":"https://ttm.financial/m/news/1171913714?lang=&edition=fundamental","pubTime":"2022-10-18 23:00","market":"us","language":"en","title":"Apple Announces New iPad Pros, Redesigned Regular iPad, and Updated Apple TV 4K","url":"https://stock-news.laohu8.com/highlight/detail?id=1171913714","media":"Tiger Newspress","summary":"Appleannouncednew versions of its iPad Pros, a totally redesigned regular iPad and a new version of theApple TV 4Kon Tuesday.The launches give Apple more new gadgets to sell ahead of the important hol","content":"<html><head></head><body><p>Apple announcednew versions of its iPad Pros, a totally redesigned regular iPad and a new version of the Apple TV 4K on Tuesday.</p><p>The launches give Apple more new gadgets to sell ahead of the important holiday shopping season. The new tablets may help the company boost its iPad sales, which dipped 14% during Apple’s last holiday quarter and 2% during the most recent quarter. And they join Apple’s latest iPhone 14, two new Apple Watches and brand new AirPods Pro.</p><p>Here’s what’s new.</p><h2>New iPad</h2><p>The new entry-level iPad has the biggest changes. The home button at the bottom of the screen is gone and has been replaced with a fingerprint reader in the power button. It has a more squared design, similar to the iPad Air and iPad Pro, with a large 10.9-inch screen, USB-C in place of the Lightning connector, and will ship in different colors like red, yellow, blue and white.</p><p>Apple will sell different configurations, including Wi-Fi only and WiFi + 5G cellular, but it starts at $449, which is a bump from the $329 starting price of the ninth-generation iPad. It’s available to order Tuesday and will be in stores beginning Oct. 26.</p><h2>iPad Pro</h2><p>As in recent years, the company will sell two sizes of the iPad Pros, including an 11-inch model and a larger 12.9-inch model with a nicer screen.</p><p>The big change to the iPad Pro is a new M2 processor, which is the same one that was introduced in the MacBook Air earlier this year. It’s faster than the M1 processor used in thelast model of the iPad Prothat was introduced in 2021.</p><h2>Apple TV 4K</h2><p>The Apple TV 4K has a faster processor and ships in two models, a Wi-Fi-only version with 64GB of storage and a Wi-Fi + Ethernet model, which allows for a wired internet connection and has twice the storage. It has the updated Siri Remote with standard USB-C charging, which is the same cable used to charge iPads and non-Apple products. The remote used to use Apple’s proprietary Lightning connector.</p><p>The new Apple TV 4K starts at $129 and can be ordered beginning Tuesday. It hits stores Nov. 4.</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>Apple Announces New iPad Pros, Redesigned Regular iPad, and Updated Apple TV 4K</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Announces New iPad Pros, Redesigned Regular iPad, and Updated Apple TV 4K\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\">2022-10-18 23:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple announcednew versions of its iPad Pros, a totally redesigned regular iPad and a new version of the Apple TV 4K on Tuesday.</p><p>The launches give Apple more new gadgets to sell ahead of the important holiday shopping season. The new tablets may help the company boost its iPad sales, which dipped 14% during Apple’s last holiday quarter and 2% during the most recent quarter. And they join Apple’s latest iPhone 14, two new Apple Watches and brand new AirPods Pro.</p><p>Here’s what’s new.</p><h2>New iPad</h2><p>The new entry-level iPad has the biggest changes. The home button at the bottom of the screen is gone and has been replaced with a fingerprint reader in the power button. It has a more squared design, similar to the iPad Air and iPad Pro, with a large 10.9-inch screen, USB-C in place of the Lightning connector, and will ship in different colors like red, yellow, blue and white.</p><p>Apple will sell different configurations, including Wi-Fi only and WiFi + 5G cellular, but it starts at $449, which is a bump from the $329 starting price of the ninth-generation iPad. It’s available to order Tuesday and will be in stores beginning Oct. 26.</p><h2>iPad Pro</h2><p>As in recent years, the company will sell two sizes of the iPad Pros, including an 11-inch model and a larger 12.9-inch model with a nicer screen.</p><p>The big change to the iPad Pro is a new M2 processor, which is the same one that was introduced in the MacBook Air earlier this year. It’s faster than the M1 processor used in thelast model of the iPad Prothat was introduced in 2021.</p><h2>Apple TV 4K</h2><p>The Apple TV 4K has a faster processor and ships in two models, a Wi-Fi-only version with 64GB of storage and a Wi-Fi + Ethernet model, which allows for a wired internet connection and has twice the storage. It has the updated Siri Remote with standard USB-C charging, which is the same cable used to charge iPads and non-Apple products. The remote used to use Apple’s proprietary Lightning connector.</p><p>The new Apple TV 4K starts at $129 and can be ordered beginning Tuesday. It hits stores Nov. 4.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171913714","content_text":"Apple announcednew versions of its iPad Pros, a totally redesigned regular iPad and a new version of the Apple TV 4K on Tuesday.The launches give Apple more new gadgets to sell ahead of the important holiday shopping season. The new tablets may help the company boost its iPad sales, which dipped 14% during Apple’s last holiday quarter and 2% during the most recent quarter. And they join Apple’s latest iPhone 14, two new Apple Watches and brand new AirPods Pro.Here’s what’s new.New iPadThe new entry-level iPad has the biggest changes. The home button at the bottom of the screen is gone and has been replaced with a fingerprint reader in the power button. It has a more squared design, similar to the iPad Air and iPad Pro, with a large 10.9-inch screen, USB-C in place of the Lightning connector, and will ship in different colors like red, yellow, blue and white.Apple will sell different configurations, including Wi-Fi only and WiFi + 5G cellular, but it starts at $449, which is a bump from the $329 starting price of the ninth-generation iPad. It’s available to order Tuesday and will be in stores beginning Oct. 26.iPad ProAs in recent years, the company will sell two sizes of the iPad Pros, including an 11-inch model and a larger 12.9-inch model with a nicer screen.The big change to the iPad Pro is a new M2 processor, which is the same one that was introduced in the MacBook Air earlier this year. It’s faster than the M1 processor used in thelast model of the iPad Prothat was introduced in 2021.Apple TV 4KThe Apple TV 4K has a faster processor and ships in two models, a Wi-Fi-only version with 64GB of storage and a Wi-Fi + Ethernet model, which allows for a wired internet connection and has twice the storage. It has the updated Siri Remote with standard USB-C charging, which is the same cable used to charge iPads and non-Apple products. The remote used to use Apple’s proprietary Lightning connector.The new Apple TV 4K starts at $129 and can be ordered beginning Tuesday. It hits stores Nov. 4.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980727099,"gmtCreate":1665822255811,"gmtModify":1676537669821,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9980727099","repostId":"2275632549","repostType":2,"repost":{"id":"2275632549","pubTimestamp":1665787534,"share":"https://ttm.financial/m/news/2275632549?lang=&edition=fundamental","pubTime":"2022-10-15 06:45","market":"us","language":"en","title":"Tesla Stock Is Down 50% From Its High. Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2275632549","media":"Motley Fool","summary":"The major market indexes fell back to earth Friday, approaching their 2022 lows again.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Markets fell sharply on Friday, sending the Nasdaq Composite to a new closing low for 2022.</li><li>Tesla shares have fallen by a third in less than a month.</li><li>Tesla&#39;s earnings report next week should give investors some vital information about its fundamental business prospects.</li></ul><p>Investors were surprised by the big rally in the stock market on Thursday, but Friday brought another dose of reality and disappointment. After having posted monumental gains despite high readings on inflation, the <b>Nasdaq Composite</b> closed at its worst level of the year, and the <b>S&amp;P 500</b> and <b>Dow Jones Industrial Average</b> gave up most of their advances from earlier in the week.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21aa89d7e02f24dc3037cff50f5058b4\" tg-width=\"1211\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/><span>DATA SOURCE: YAHOO! FINANCE.</span></p><p>One of the biggest stock stories of the past several years has been <b>Tesla</b>. The electric vehicle (EV) pioneer has given investors huge gains since 2019, and even briefly became a trillion-dollar company as it built out its production capacity in an effort to meet the strong customer demand for its EVs.</p><p>For much of 2022, Tesla stock managed to avoid the worst impacts of the Nasdaq bear market, holding up reasonably well even as other large-cap players in the index fell more sharply. However, Tesla shares have finally shown their vulnerability: They&#39;ve lost about a third of their value in less than a month. Tesla closed Friday&#39;s session at less than half its closing high back on Nov. 4, 2021, leading some investors to wonder whether now might finally be the time to take a closer look at the EV stock.</p><h2>A lot is happening with Tesla</h2><p>Several items hit Tesla newsfeeds on Friday. One involved the company&#39;s new Gigafactory facility in Germany --  a news report suggested that due to problems with a production process, the company might not be able to begin to mass-produce electric battery cells there until 2024. Tesla has high hopes for the facility, and as it ramps up, its output could eventually reach 500,000 vehicles annually. But for the site to reach peak efficiency, it will be useful if it has the capacity to produce all of its key components instead of relying on other Gigafactories around the world -- especially as Tesla aims to simplify a supply chain and distribution system that&#39;s already showing signs of strain.</p><p>Some investors also anticipate that proposed changes to the accounting rules for cryptocurrency holdings could have an adverse impact on Tesla. The U.S. Financial Accounting Standards Board recently discussed requiring businesses that hold digital assets to account for them at fair value on their balance sheets. Although Tesla sold off a substantial portion of its crypto holdings earlier this year, it&#39;s possible that the new accounting requirements (if adopted) would create more volatility in the automaker&#39;s quarterly earnings, distracting from the core results of its EV business. Admittedly, Tesla&#39;s crypto holdings aren&#39;t extensive enough to make any significant difference to its balance sheet at this point, but CEO Elon Musk has enough of a reputation for talking about digital assets that some investors see his fortunes as being tied to those of cryptocurrencies from time to time.</p><h2>What to expect from Tesla next week</h2><p>Investors will get the latest financial results from Tesla next week, and one question they&#39;ll be asking is what impact, if any, the disparity between its third-quarter delivery and production totals will have on its income statement. Tesla has cited logistical issues to explain why its production numbers met targets, but its delivery figures fell short. If those issues prove costly enough to substantially affect the company&#39;s profits -- even temporarily -- it could explain the stock&#39;s recent declines.</p><p>It&#39;s new for some shareholders to see Tesla prove vulnerable to market downturns. In the end, though, what matters is whether Tesla&#39;s business can live up to the high expectations investors have for it. There are bound to be some speed bumps along the way, but those who believe in Tesla&#39;s long-term vision will likely be pleased to have a chance to buy shares at prices 50% cheaper than they were less than a year ago.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Is Down 50% From Its High. Time to Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Is Down 50% From Its High. Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 06:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/14/tesla-stock-is-down-50-from-its-high-time-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMarkets fell sharply on Friday, sending the Nasdaq Composite to a new closing low for 2022.Tesla shares have fallen by a third in less than a month.Tesla's earnings report next week should ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/14/tesla-stock-is-down-50-from-its-high-time-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/10/14/tesla-stock-is-down-50-from-its-high-time-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275632549","content_text":"KEY POINTSMarkets fell sharply on Friday, sending the Nasdaq Composite to a new closing low for 2022.Tesla shares have fallen by a third in less than a month.Tesla's earnings report next week should give investors some vital information about its fundamental business prospects.Investors were surprised by the big rally in the stock market on Thursday, but Friday brought another dose of reality and disappointment. After having posted monumental gains despite high readings on inflation, the Nasdaq Composite closed at its worst level of the year, and the S&P 500 and Dow Jones Industrial Average gave up most of their advances from earlier in the week.DATA SOURCE: YAHOO! FINANCE.One of the biggest stock stories of the past several years has been Tesla. The electric vehicle (EV) pioneer has given investors huge gains since 2019, and even briefly became a trillion-dollar company as it built out its production capacity in an effort to meet the strong customer demand for its EVs.For much of 2022, Tesla stock managed to avoid the worst impacts of the Nasdaq bear market, holding up reasonably well even as other large-cap players in the index fell more sharply. However, Tesla shares have finally shown their vulnerability: They've lost about a third of their value in less than a month. Tesla closed Friday's session at less than half its closing high back on Nov. 4, 2021, leading some investors to wonder whether now might finally be the time to take a closer look at the EV stock.A lot is happening with TeslaSeveral items hit Tesla newsfeeds on Friday. One involved the company's new Gigafactory facility in Germany --  a news report suggested that due to problems with a production process, the company might not be able to begin to mass-produce electric battery cells there until 2024. Tesla has high hopes for the facility, and as it ramps up, its output could eventually reach 500,000 vehicles annually. But for the site to reach peak efficiency, it will be useful if it has the capacity to produce all of its key components instead of relying on other Gigafactories around the world -- especially as Tesla aims to simplify a supply chain and distribution system that's already showing signs of strain.Some investors also anticipate that proposed changes to the accounting rules for cryptocurrency holdings could have an adverse impact on Tesla. The U.S. Financial Accounting Standards Board recently discussed requiring businesses that hold digital assets to account for them at fair value on their balance sheets. Although Tesla sold off a substantial portion of its crypto holdings earlier this year, it's possible that the new accounting requirements (if adopted) would create more volatility in the automaker's quarterly earnings, distracting from the core results of its EV business. Admittedly, Tesla's crypto holdings aren't extensive enough to make any significant difference to its balance sheet at this point, but CEO Elon Musk has enough of a reputation for talking about digital assets that some investors see his fortunes as being tied to those of cryptocurrencies from time to time.What to expect from Tesla next weekInvestors will get the latest financial results from Tesla next week, and one question they'll be asking is what impact, if any, the disparity between its third-quarter delivery and production totals will have on its income statement. Tesla has cited logistical issues to explain why its production numbers met targets, but its delivery figures fell short. If those issues prove costly enough to substantially affect the company's profits -- even temporarily -- it could explain the stock's recent declines.It's new for some shareholders to see Tesla prove vulnerable to market downturns. In the end, though, what matters is whether Tesla's business can live up to the high expectations investors have for it. There are bound to be some speed bumps along the way, but those who believe in Tesla's long-term vision will likely be pleased to have a chance to buy shares at prices 50% cheaper than they were less than a year ago.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963111637,"gmtCreate":1668616625930,"gmtModify":1676538085464,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9963111637","repostId":"1157078528","repostType":2,"repost":{"id":"1157078528","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":1668609577,"share":"https://ttm.financial/m/news/1157078528?lang=&edition=fundamental","pubTime":"2022-11-16 22:39","market":"us","language":"en","title":"Grab Jumped 9.6% as Revenue More Than Doubles","url":"https://stock-news.laohu8.com/highlight/detail?id=1157078528","media":"Tiger Newspress","summary":"Grab jumped 9.6% as revenue more than doubles.Grab narrowed its net loss to US$327 million for Q3 en","content":"<html><head></head><body><p>Grab jumped 9.6% as revenue more than doubles.<img src=\"https://static.tigerbbs.com/c69cf521ec2422a222be819eacc420f6\" tg-width=\"833\" tg-height=\"842\" referrerpolicy=\"no-referrer\"/>Grab narrowed its net loss to US$327 million for Q3 ended September, an improvement from the US$970 million loss a year ago. This was primarily due to the elimination of non-cash interest expenses from Grab’s convertible redeemable preference shares upon its December 2021 listing.</p><p>Revenue for the company grew 143 per cent to US$382 million in Q3, lifted by a doubling in mobility revenue and 250 per cent growth in deliveries’ revenue year on year. This came as gross merchandise value (GMV) was up 26 per cent to US$5.1 billion.</p><p>With this set of earnings, Grab’s deliveries segment has hit positive adjusted Ebitda (earnings before interest, taxes, depreciation and amortisation) for the first time, three quarters ahead of previous guidance. This was possible due to the optimisation of incentive spend and contributions from its Malaysian retail chain, Jaya Grocer.</p><p>The food-delivery sub-segment also turned adjusted-Ebitda positive in Q3, two quarters ahead of previous guidance.</p><p>On the back of the positive showing, Grab has lifted its FY2022 revenue guidance to between US$1.32 billion and US$1.35 billion, up from the US$1.25 billion-to-US$1.3 billion range. It has aso revised its H2 2022 adjusted Ebitda guidance to negative US$315 million, an improvement from negative US$380 million.</p><p>Under its cash-preservation strategy, Grab will repurchase up to US$750 million of an outstanding US$2 billion term loan. The facility was issued in January 2021 and has a tenor of five years.</p><p>The repurchase is expected to create significant interest expense savings, Grab said, adding that it had US$5.3 billion in net cash liquidity as at end-September, providing an “ample net cash buffer”. The company expects to hit group adjusted Ebitda break-even in the second half of 2024.</p><p>The continued easing of Covid-19 restrictions, as well as efforts to improve driver supply, lifted Grab’s Q3 mobility revenue 101 per cent to US$176 million. The segment’s adjusted Ebitda was likewise up 112 per cent to US$135 million.</p><p>Driver numbers are, however, still short of pre-pandemic levels, with the monthly average number of active drivers in Q3 at 80 per cent that of Q4 2019.</p><p>In the deliveries segment, the company’s focus on higher-quality GMV transactions and contributions from Jaya Grocer sent revenue up 250 per cent to US$171 million. Grab also posted a higher commission rate of 21.2 per cent, up from 18.2 per cent a year ago.</p><p>This brought the segment into the black, with an adjusted Ebitda of US$9 million, in contrast to the US$22 million adjusted Ebitda loss a year ago.</p><p>The financial-services segment, however, sank deeper into the red, with a US$104 million adjusted Ebitda loss, wider than the year-ago US$76 million adjusted Ebitda loss. This came despite revenue having risen 44 per cent to US$20 million. The bottomline was weighed down by expenses in digibank operations.</p><p>Nevertheless, Grab highlighted that its loan disbursements are up 121 per cent year on year. The number of active drivers with a loan from Grab has more than doubled, while non-performing loans are in “low single digits”.</p><p>Revenue for the company’s enterprise and new initiatives unit, which includes its nascent GrabMaps business, more than doubled to US$15 million, driven by contributions from advertising services. The segment’s adjusted Ebitda stood at US$8 million, up from US$1 million a year ago.</p><p>Grab chief Anthony Tan said that the Q3 results show the company’s ability to drive growth and profitability at the same time, with deliveries’ break-even coming earlier than expected.</p><p>“We accomplished this by staying laser-focused on our cost structure and incentives, while innovating on services that increase synergies within our superapp ecosystem to promote transaction frequency, user retention and engagement,” he said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab Jumped 9.6% as Revenue More Than Doubles</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\">\nGrab Jumped 9.6% as Revenue More Than Doubles\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\">2022-11-16 22:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Grab jumped 9.6% as revenue more than doubles.<img src=\"https://static.tigerbbs.com/c69cf521ec2422a222be819eacc420f6\" tg-width=\"833\" tg-height=\"842\" referrerpolicy=\"no-referrer\"/>Grab narrowed its net loss to US$327 million for Q3 ended September, an improvement from the US$970 million loss a year ago. This was primarily due to the elimination of non-cash interest expenses from Grab’s convertible redeemable preference shares upon its December 2021 listing.</p><p>Revenue for the company grew 143 per cent to US$382 million in Q3, lifted by a doubling in mobility revenue and 250 per cent growth in deliveries’ revenue year on year. This came as gross merchandise value (GMV) was up 26 per cent to US$5.1 billion.</p><p>With this set of earnings, Grab’s deliveries segment has hit positive adjusted Ebitda (earnings before interest, taxes, depreciation and amortisation) for the first time, three quarters ahead of previous guidance. This was possible due to the optimisation of incentive spend and contributions from its Malaysian retail chain, Jaya Grocer.</p><p>The food-delivery sub-segment also turned adjusted-Ebitda positive in Q3, two quarters ahead of previous guidance.</p><p>On the back of the positive showing, Grab has lifted its FY2022 revenue guidance to between US$1.32 billion and US$1.35 billion, up from the US$1.25 billion-to-US$1.3 billion range. It has aso revised its H2 2022 adjusted Ebitda guidance to negative US$315 million, an improvement from negative US$380 million.</p><p>Under its cash-preservation strategy, Grab will repurchase up to US$750 million of an outstanding US$2 billion term loan. The facility was issued in January 2021 and has a tenor of five years.</p><p>The repurchase is expected to create significant interest expense savings, Grab said, adding that it had US$5.3 billion in net cash liquidity as at end-September, providing an “ample net cash buffer”. The company expects to hit group adjusted Ebitda break-even in the second half of 2024.</p><p>The continued easing of Covid-19 restrictions, as well as efforts to improve driver supply, lifted Grab’s Q3 mobility revenue 101 per cent to US$176 million. The segment’s adjusted Ebitda was likewise up 112 per cent to US$135 million.</p><p>Driver numbers are, however, still short of pre-pandemic levels, with the monthly average number of active drivers in Q3 at 80 per cent that of Q4 2019.</p><p>In the deliveries segment, the company’s focus on higher-quality GMV transactions and contributions from Jaya Grocer sent revenue up 250 per cent to US$171 million. Grab also posted a higher commission rate of 21.2 per cent, up from 18.2 per cent a year ago.</p><p>This brought the segment into the black, with an adjusted Ebitda of US$9 million, in contrast to the US$22 million adjusted Ebitda loss a year ago.</p><p>The financial-services segment, however, sank deeper into the red, with a US$104 million adjusted Ebitda loss, wider than the year-ago US$76 million adjusted Ebitda loss. This came despite revenue having risen 44 per cent to US$20 million. The bottomline was weighed down by expenses in digibank operations.</p><p>Nevertheless, Grab highlighted that its loan disbursements are up 121 per cent year on year. The number of active drivers with a loan from Grab has more than doubled, while non-performing loans are in “low single digits”.</p><p>Revenue for the company’s enterprise and new initiatives unit, which includes its nascent GrabMaps business, more than doubled to US$15 million, driven by contributions from advertising services. The segment’s adjusted Ebitda stood at US$8 million, up from US$1 million a year ago.</p><p>Grab chief Anthony Tan said that the Q3 results show the company’s ability to drive growth and profitability at the same time, with deliveries’ break-even coming earlier than expected.</p><p>“We accomplished this by staying laser-focused on our cost structure and incentives, while innovating on services that increase synergies within our superapp ecosystem to promote transaction frequency, user retention and engagement,” he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157078528","content_text":"Grab jumped 9.6% as revenue more than doubles.Grab narrowed its net loss to US$327 million for Q3 ended September, an improvement from the US$970 million loss a year ago. This was primarily due to the elimination of non-cash interest expenses from Grab’s convertible redeemable preference shares upon its December 2021 listing.Revenue for the company grew 143 per cent to US$382 million in Q3, lifted by a doubling in mobility revenue and 250 per cent growth in deliveries’ revenue year on year. This came as gross merchandise value (GMV) was up 26 per cent to US$5.1 billion.With this set of earnings, Grab’s deliveries segment has hit positive adjusted Ebitda (earnings before interest, taxes, depreciation and amortisation) for the first time, three quarters ahead of previous guidance. This was possible due to the optimisation of incentive spend and contributions from its Malaysian retail chain, Jaya Grocer.The food-delivery sub-segment also turned adjusted-Ebitda positive in Q3, two quarters ahead of previous guidance.On the back of the positive showing, Grab has lifted its FY2022 revenue guidance to between US$1.32 billion and US$1.35 billion, up from the US$1.25 billion-to-US$1.3 billion range. It has aso revised its H2 2022 adjusted Ebitda guidance to negative US$315 million, an improvement from negative US$380 million.Under its cash-preservation strategy, Grab will repurchase up to US$750 million of an outstanding US$2 billion term loan. The facility was issued in January 2021 and has a tenor of five years.The repurchase is expected to create significant interest expense savings, Grab said, adding that it had US$5.3 billion in net cash liquidity as at end-September, providing an “ample net cash buffer”. The company expects to hit group adjusted Ebitda break-even in the second half of 2024.The continued easing of Covid-19 restrictions, as well as efforts to improve driver supply, lifted Grab’s Q3 mobility revenue 101 per cent to US$176 million. The segment’s adjusted Ebitda was likewise up 112 per cent to US$135 million.Driver numbers are, however, still short of pre-pandemic levels, with the monthly average number of active drivers in Q3 at 80 per cent that of Q4 2019.In the deliveries segment, the company’s focus on higher-quality GMV transactions and contributions from Jaya Grocer sent revenue up 250 per cent to US$171 million. Grab also posted a higher commission rate of 21.2 per cent, up from 18.2 per cent a year ago.This brought the segment into the black, with an adjusted Ebitda of US$9 million, in contrast to the US$22 million adjusted Ebitda loss a year ago.The financial-services segment, however, sank deeper into the red, with a US$104 million adjusted Ebitda loss, wider than the year-ago US$76 million adjusted Ebitda loss. This came despite revenue having risen 44 per cent to US$20 million. The bottomline was weighed down by expenses in digibank operations.Nevertheless, Grab highlighted that its loan disbursements are up 121 per cent year on year. The number of active drivers with a loan from Grab has more than doubled, while non-performing loans are in “low single digits”.Revenue for the company’s enterprise and new initiatives unit, which includes its nascent GrabMaps business, more than doubled to US$15 million, driven by contributions from advertising services. The segment’s adjusted Ebitda stood at US$8 million, up from US$1 million a year ago.Grab chief Anthony Tan said that the Q3 results show the company’s ability to drive growth and profitability at the same time, with deliveries’ break-even coming earlier than expected.“We accomplished this by staying laser-focused on our cost structure and incentives, while innovating on services that increase synergies within our superapp ecosystem to promote transaction frequency, user retention and engagement,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960594544,"gmtCreate":1668207366589,"gmtModify":1676538027329,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9960594544","repostId":"1149378268","repostType":4,"repost":{"id":"1149378268","pubTimestamp":1668180804,"share":"https://ttm.financial/m/news/1149378268?lang=&edition=fundamental","pubTime":"2022-11-11 23:33","market":"us","language":"en","title":"NIO Q3: Get Comfortable With Single-Digit Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=1149378268","media":"Seeking Alpha","summary":"SummaryNIO’s stock prices plunged more than 12% after its Q3 earnings report. The stock price now hovers in the single digits.In the long term, NIO could be a beneficiary of China’s secular shift to E","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO’s stock prices plunged more than 12% after its Q3 earnings report. The stock price now hovers in the single digits.</li><li>In the long term, NIO could be a beneficiary of China’s secular shift to EV, its capacity ramp-up, and its strong branding relative to its domestic peers.</li><li>Unfortunately, in the near term, say the next ~2 years, I see too many headwinds to keep its prices in the single-digit range.</li><li>These headwinds include political uncertainty, margin pressure, COVID restrictions, intensifying competition, and uncertain EV subsidies.</li></ul><p><b>Q3 recap and thesis</b></p><p>I&#39;ve been writing a series of articles on NIO (NYSE:NIO) since May 2022 to caution readers of the many headwinds it&#39;s facing. Undoubtedly, I see all the good things that the bulls like about this stock. However, I see even stronger headwinds. For example, in an article published in August 2022, entitled &#34;<i>A Simple Reality Check</i>&#34;, I cautioned readers about its lack of profit and its unsustainable valuation. The stock was still trading at about $21 per share at that time.</p><p>Fast forward to now, NIO just released its Q3 earnings report (&#34;ER&#34;). Its Q3 Non-GAAP EPS (i.e., earnings per ADS) came in at -$0.30 and missed consensus estimates by $0.14. Vehicle margin was compressed by another 160 basis points to 16.4% compared with 18.0% a year ago. Its stock prices plunged 12.4% after its Q3 ER into the single-digit range ($9.25 as of this writing, before the market open on Nov 10, 2022).</p><p>Now looking ahead, I maintain my bear thesis. And more specifically, in this article, I will argue that NIO&#39;s stock prices would remain in the single digits in the near term (say the next 1~2 year or so). I acknowledge its long-term headwinds, including China&#39;s secular shift towards EVs, its leading branding power, and its aggressive vehicle delivery plans. But I see the negative catalysts to have the upper hand in the near term due to a multitude of strong headwinds, as detailed next.</p><p><b>Strong delivery and top line growth</b></p><p>To have a full view, let&#39;s first review the positives before we dive into the headwinds. NIO enjoys leading production and delivery scales among China&#39;s domestic EV players. It has demonstrated a robust ramp-up of production and delivery capacity in the past consistently as you can see from the following chart. specifically, in its September delivery report, it provided the following update for its 2022 Q3 deliveries, boasting another quarter of quarterly deliveries and a nearly 30% YoY growth rate.</p><blockquote><ul><li>NIO delivered 10,878 vehicles in September 2022</li><li>NIO delivered 31,607 vehicles in the three months ended September 2022, increasing by 29.3% year-over-year and achieving record-high quarterly deliveries</li><li>Cumulative deliveries of NIO vehicles reached 249,504 as of September 30, 2022</li></ul></blockquote><p>In its Q3 ER, it reported a total vehicle delivery exceeding 10k during the October month, translating into a 174.3% YOY (but a slight 7.5% decline MOM). And for its Q4 outlook, it aims at a delivery target in the range of 43k to 48k vehicles, translating into a growth rate of 71.8% to 91.7% YoY. Total revenues are projected to grow in tandem 75.4% to 94.2% YOY.</p><p><img src=\"https://static.tigerbbs.com/08ec5bbea7e73b8f01cba016203fbf78\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"/></p><p>Source: InsideEVs (NIO)</p><p>At the same time, its scale helps it to maintain healthy operation efficiency as you can see from the following comparison of its asset utilization (&#34;AU&#34;) against its domestic peer XPeng (XPEV) and U.S. peer Ford (F). NIO&#39;s AU current stands at 0.50x, slightly below its long-term average of 0.517x largely due to the lockdowns in China due to recent COVID case resurgences. Despite the recent decline in its AU, it is still above XPEV&#39;s 0.47x and comparable to F&#39;s long-term average levels.</p><p><img src=\"https://static.tigerbbs.com/97fee074dcebb0f9b0b198d3ec8f6b49\" tg-width=\"640\" tg-height=\"412\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><p><b>Margin pressure and lack of profit</b></p><p>However, the business has been suffering margin pressure on the bottom line and is yet to earn a positive profit. As seen, its gross profit margin (&#34;GPM&#34;) peaked around 18% during 2H of 2021, surpassing Ford. But recently, the GPM has been under pressure and contracted to the current level of 13% by about 500 basis points. Now its GPM is lower than F&#39;s 17.4% by a good gap (although still better than XPEV&#39;s 10.8%). In terms of profit margin, as shown in the bottom panel, the picture is even more concerning. Its net profit margin has always been in the negatives and is -26.7% currently.</p><p><img src=\"https://static.tigerbbs.com/8e1df97debcf4e604bd61440b04debc6\" tg-width=\"640\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><p>The picture does not improve as we broaden the view to include other metrics as seen in the chart below. Its metrics are negative across the board ranging from EBIT margin, EBITDA margin, and FCF margin.</p><p>Looking forward, I see a few key headwinds to keep its profits in the negative besides the macroeconomic factors. First, I expect the capital requirements to continue as it pursues the expansion of charging infrastructures. And note that its cash from operations sat at only $309M, far from being able to meet such requirements. To satisfy customers&#39; needs, management will need to keep spending on both battery swap stations and also charging stations. Secondly, I expect some of its manufacturing problems and also the global supply chain disruptions to persist. For example, it reported early about an issue involving the low yield rate of its mega-casting parts with its suppliers. This seemingly arcane issue actually can bottleneck its production ramp-up and efficiency, and it will take NIO time to solve its or find alternative suppliers amid supply chain disruptions.</p><p>Next, we will see that despite the lack of profit, the stock is still valued at an elevated level despite the large price corrections.</p><p><img src=\"https://static.tigerbbs.com/f688292596be907354e6847dbf3838b9\" tg-width=\"640\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><p><b>Valuation still too expensive</b></p><p>In terms of valuation, NIO is still trading at a large premium both in absolute and relative terms. Its lack of profit makes bottom-line oriented metric meaningless as seen in the chart below. Even FY3 PE stands at 163x, compare to about 6~7x for F. Furthermore, because of the many headwinds as analyzed above and its mixed Q3 results, its earnings outlook is both bleak and highly uncertain as reflected in the consensus estimates in the second chart below. NIO&#39;s earnings revisions for the last 3 months paint a highly pessimistic and uncertain picture. A total of 11 analysts submitted EPS forecasts, and a total of 9 analysts revised the EPS downward by as much as 70% to 95% in 2024.</p><p>Using top-line valuation metrics, its P/Sales ratio is still at 2.5x despite the price corrections, on par with the S&amp;P 500 index, about 2x higher than XPEV&#39;s 1.3x, and 7.1x higher than F&#39;s 0.35x. I found such a valuation unjustifiable given its lack of profit and the many headwinds it is facing. And again, its topline growth is highly uncertain too as reflected in the consensus estimates. A total of 21 analysts submitted revenue forecasts, and a total of 17 analysts revised the revenues downward.</p><p><img src=\"https://static.tigerbbs.com/5627051b392e84ff2ec468d7a59b0352\" tg-width=\"640\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><p><img src=\"https://static.tigerbbs.com/47d4424a62235a5a7974b517fb8f2363\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><p><b>Other risks and final thoughts</b></p><p>To conclude, in the long term, NIO could benefit from the secular shift in China towards EVs, its capacity ramp-up, and its strong branding relative to its domestic peers.</p><p>However, I see too many strong forces in the near term to pressure the stock prices into the single-digit range. The stock has yet to report a positive earnings. So far, it has been trapped in the dreaded vicious cycle: the more vehicles it sells, the more money it loses.</p><p>The combination of elevated valuation and lack of net profit would also keep a lid on the stock prices. NIO had to temporarily suspend production at two of its plants in Hefei during Q3. And such suspensions are likely to recur in the near future. And finally, the stock may face the risk of securing new financing as its high CAPEX requirements persist while its organic earnings remain low or negative.</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>NIO Q3: Get Comfortable With Single-Digit Prices</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Q3: Get Comfortable With Single-Digit Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-11 23:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4555906-nio-q3-earnings-single-digit-prices><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO’s stock prices plunged more than 12% after its Q3 earnings report. The stock price now hovers in the single digits.In the long term, NIO could be a beneficiary of China’s secular shift to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4555906-nio-q3-earnings-single-digit-prices\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4555906-nio-q3-earnings-single-digit-prices","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149378268","content_text":"SummaryNIO’s stock prices plunged more than 12% after its Q3 earnings report. The stock price now hovers in the single digits.In the long term, NIO could be a beneficiary of China’s secular shift to EV, its capacity ramp-up, and its strong branding relative to its domestic peers.Unfortunately, in the near term, say the next ~2 years, I see too many headwinds to keep its prices in the single-digit range.These headwinds include political uncertainty, margin pressure, COVID restrictions, intensifying competition, and uncertain EV subsidies.Q3 recap and thesisI've been writing a series of articles on NIO (NYSE:NIO) since May 2022 to caution readers of the many headwinds it's facing. Undoubtedly, I see all the good things that the bulls like about this stock. However, I see even stronger headwinds. For example, in an article published in August 2022, entitled \"A Simple Reality Check\", I cautioned readers about its lack of profit and its unsustainable valuation. The stock was still trading at about $21 per share at that time.Fast forward to now, NIO just released its Q3 earnings report (\"ER\"). Its Q3 Non-GAAP EPS (i.e., earnings per ADS) came in at -$0.30 and missed consensus estimates by $0.14. Vehicle margin was compressed by another 160 basis points to 16.4% compared with 18.0% a year ago. Its stock prices plunged 12.4% after its Q3 ER into the single-digit range ($9.25 as of this writing, before the market open on Nov 10, 2022).Now looking ahead, I maintain my bear thesis. And more specifically, in this article, I will argue that NIO's stock prices would remain in the single digits in the near term (say the next 1~2 year or so). I acknowledge its long-term headwinds, including China's secular shift towards EVs, its leading branding power, and its aggressive vehicle delivery plans. But I see the negative catalysts to have the upper hand in the near term due to a multitude of strong headwinds, as detailed next.Strong delivery and top line growthTo have a full view, let's first review the positives before we dive into the headwinds. NIO enjoys leading production and delivery scales among China's domestic EV players. It has demonstrated a robust ramp-up of production and delivery capacity in the past consistently as you can see from the following chart. specifically, in its September delivery report, it provided the following update for its 2022 Q3 deliveries, boasting another quarter of quarterly deliveries and a nearly 30% YoY growth rate.NIO delivered 10,878 vehicles in September 2022NIO delivered 31,607 vehicles in the three months ended September 2022, increasing by 29.3% year-over-year and achieving record-high quarterly deliveriesCumulative deliveries of NIO vehicles reached 249,504 as of September 30, 2022In its Q3 ER, it reported a total vehicle delivery exceeding 10k during the October month, translating into a 174.3% YOY (but a slight 7.5% decline MOM). And for its Q4 outlook, it aims at a delivery target in the range of 43k to 48k vehicles, translating into a growth rate of 71.8% to 91.7% YoY. Total revenues are projected to grow in tandem 75.4% to 94.2% YOY.Source: InsideEVs (NIO)At the same time, its scale helps it to maintain healthy operation efficiency as you can see from the following comparison of its asset utilization (\"AU\") against its domestic peer XPeng (XPEV) and U.S. peer Ford (F). NIO's AU current stands at 0.50x, slightly below its long-term average of 0.517x largely due to the lockdowns in China due to recent COVID case resurgences. Despite the recent decline in its AU, it is still above XPEV's 0.47x and comparable to F's long-term average levels.Source: Seeking Alpha dataMargin pressure and lack of profitHowever, the business has been suffering margin pressure on the bottom line and is yet to earn a positive profit. As seen, its gross profit margin (\"GPM\") peaked around 18% during 2H of 2021, surpassing Ford. But recently, the GPM has been under pressure and contracted to the current level of 13% by about 500 basis points. Now its GPM is lower than F's 17.4% by a good gap (although still better than XPEV's 10.8%). In terms of profit margin, as shown in the bottom panel, the picture is even more concerning. Its net profit margin has always been in the negatives and is -26.7% currently.Source: Seeking Alpha dataThe picture does not improve as we broaden the view to include other metrics as seen in the chart below. Its metrics are negative across the board ranging from EBIT margin, EBITDA margin, and FCF margin.Looking forward, I see a few key headwinds to keep its profits in the negative besides the macroeconomic factors. First, I expect the capital requirements to continue as it pursues the expansion of charging infrastructures. And note that its cash from operations sat at only $309M, far from being able to meet such requirements. To satisfy customers' needs, management will need to keep spending on both battery swap stations and also charging stations. Secondly, I expect some of its manufacturing problems and also the global supply chain disruptions to persist. For example, it reported early about an issue involving the low yield rate of its mega-casting parts with its suppliers. This seemingly arcane issue actually can bottleneck its production ramp-up and efficiency, and it will take NIO time to solve its or find alternative suppliers amid supply chain disruptions.Next, we will see that despite the lack of profit, the stock is still valued at an elevated level despite the large price corrections.Source: Seeking Alpha dataValuation still too expensiveIn terms of valuation, NIO is still trading at a large premium both in absolute and relative terms. Its lack of profit makes bottom-line oriented metric meaningless as seen in the chart below. Even FY3 PE stands at 163x, compare to about 6~7x for F. Furthermore, because of the many headwinds as analyzed above and its mixed Q3 results, its earnings outlook is both bleak and highly uncertain as reflected in the consensus estimates in the second chart below. NIO's earnings revisions for the last 3 months paint a highly pessimistic and uncertain picture. A total of 11 analysts submitted EPS forecasts, and a total of 9 analysts revised the EPS downward by as much as 70% to 95% in 2024.Using top-line valuation metrics, its P/Sales ratio is still at 2.5x despite the price corrections, on par with the S&P 500 index, about 2x higher than XPEV's 1.3x, and 7.1x higher than F's 0.35x. I found such a valuation unjustifiable given its lack of profit and the many headwinds it is facing. And again, its topline growth is highly uncertain too as reflected in the consensus estimates. A total of 21 analysts submitted revenue forecasts, and a total of 17 analysts revised the revenues downward.Source: Seeking Alpha dataSource: Seeking Alpha dataOther risks and final thoughtsTo conclude, in the long term, NIO could benefit from the secular shift in China towards EVs, its capacity ramp-up, and its strong branding relative to its domestic peers.However, I see too many strong forces in the near term to pressure the stock prices into the single-digit range. The stock has yet to report a positive earnings. So far, it has been trapped in the dreaded vicious cycle: the more vehicles it sells, the more money it loses.The combination of elevated valuation and lack of net profit would also keep a lid on the stock prices. NIO had to temporarily suspend production at two of its plants in Hefei during Q3. And such suspensions are likely to recur in the near future. And finally, the stock may face the risk of securing new financing as its high CAPEX requirements persist while its organic earnings remain low or negative.","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983060850,"gmtCreate":1666123901271,"gmtModify":1676537708149,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9983060850","repostId":"1195305981","repostType":2,"repost":{"id":"1195305981","pubTimestamp":1666099314,"share":"https://ttm.financial/m/news/1195305981?lang=&edition=fundamental","pubTime":"2022-10-18 21:21","market":"us","language":"en","title":"Retailers, Brands and Tech Platforms Bet Big on Live-Streamed Shopping in the U.S.","url":"https://stock-news.laohu8.com/highlight/detail?id=1195305981","media":"the wall street journal","summary":"Can live-streamed shopping become a big thing in the U.S.?A number of retailers, brands and tech pla","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/2e9e348177323f6abe20130ddd0afe42\" tg-width=\"1280\" tg-height=\"854\" referrerpolicy=\"no-referrer\"/></p><p>Can live-streamed shopping become a big thing in the U.S.?</p><p>A number of retailers, brands and tech platforms are convinced that it can, despite a slow start. The practice, which adapts the QVC model of televised home shopping to the digital era, grew popular in the Asia-Pacific region beforeexploding in Chinaduring the pandemic as businesses rushed to connect more directly with homebound consumers.</p><p>Many U.S. marketers view the trend with caution because it hasn’t yet delivered significant sales in the U.S. But revenue from U.S. live-stream shopping is predicted to grow to $20 billion this year from $6 billion in 2020, and to $57 billion in 2025, according to research firmCoresight ResearchInc.</p><p>Some U.S. marketers see live shopping as a critical way to build awareness and trust among young consumers, attract new customers and collect data on shoppers, including their behavior online before making a purchase. They also want to be in position if and when live shopping takes off.</p><p>Cosmetics companye.l.f. BeautyInc., which in recent months organized shopping events on platforms includingTikTokandNtwrk, a live-shopping app owned byCommerce Media HoldingsLLC, sees live shopping as a key part of its North American marketing strategy, saysEkta Chopra, the company’s chief digital officer.</p><p>“It isn’t huge in terms of being a revenue generator; it’s huge in terms of engagement,” Ms. Chopra says.</p><p>U.S. brands would love to duplicate live-stream shopping’s runaway success in China, where Coresight estimates revenue will grow to $512 billion this year from $159 billion in 2020. In China, however, making a purchase during a live-shopping event is easier because tech monopolies often control everything from the platform hosting the video to the one that processes payments.</p><p>“In the Asia-Pacific region, we now have a sizable portion of our business that can be attributed to live-streaming,” saysManoj Raghunandanan, president, global self-care and consumer experience organization, at Johnson &amp; Johnson Consumer Health.</p><p>Seeking to replicate that elsewhere, the company recently did a collaboration withWalmartInc. in the U.S., in which TikTok star Sydney Morgan showcased Neutrogena products in a live stream. That followed a live-shopping event for J &amp; J’s bath-and-body brand Le Petit Marseillais in Europe, the Middle East and Asia.</p><p>Retailers, in particular, are betting on the live-shopping space. Walmart recently increased marketing for live-stream events after testing showed that they help the company draw a more direct line between marketing and sales for brands that advertise on its websites and apps, says Chief Revenue OfficerSeth Dallaire.</p><p>Walmart is working with tech startups Firework and TalkShopLive LLC to host live-shopping videos on its website and apps, while it develops its own internal live-shopping platform.</p><p>Amazon.com Inc. also has invested heavily in the space, creating a live-stream shopping service in 2016 and featuring it on the Amazon home page in 2018. It also launched two versions of a live-streaming app—one for brands that want to produce their own videos and one for content creators or influencers who are paid to promote products in videos—in 2019 and 2020, respectively.</p><p>Not every experiment has lasted: Amazon in 2017 canceled a daily live-stream shoppingshow on its website and app called “Style Code Live.” The company declined to comment on why, but some industry insiders say the American public wasn’t ready for it at the time.</p><p>More recently, Amazon has been developing live-shopping events for its Twitch gaming platform, saysWalker Jacobs, chief revenue officer at Twitch. In an event sponsored by L’Oréal SA, Twitch users playing a popular game collaborated with each other to collect items that could be activated and turned into coupons for L’Oréal products on Amazon, Mr. Jacobs says.</p><p>Target Corp., meanwhile,collaborated with Ntwrk on a September “hot drop” event that featured exclusive items from a new collection by fashion designer Houston White. The offeringssold out before the end of the 30-minute event, Mr. White says.</p><h2>Putting it together</h2><p>One reason live-stream shopping generates big sales in China is that a company likeAlibaba Group HoldingLtd. can serve as a self-contained marketing ecosystem, saysGlen Conybeare, global president of commerce at performance-marketing firm Reprise, which is part ofInterpublic Group ofCos. Alibaba can track consumers from when they receive a link on its messaging app DingTalk to when they watch a video on the company’s streaming platform Youku to their ultimate purchase of a featured product on its shopping site Taobao, he says.</p><p>That lets Alibaba target and measure its campaigns more effectively than its Western counterparts, according to Mr. Conybeare.</p><p>No equivalent marketplace exists in the U.S., where brand marketers usually need to collaborate with an influencer, a retailer and one or more tech platforms for a live-shopping campaign.</p><p>The U.S. consumer experience also can be bumpy, sometimes requiring users to sign up for individual shopping events, download new apps and enter identification and payment information in multiple places, says Ms. Chopra of e.l.f. Beauty. The company has been working with platforms and retailers to streamline the experience for U.S. customers, she says.</p><p>Facebook, Instagram, TikTok, YouTube,PinterestandTwitterhave all attempted to connect the dots, but marketers say a tech ecosystem fractured by antitrust anddata-privacy regulationsmakes that task more difficult. Platforms host content but typically don’t manage or measure direct sales since consumers usually have to go to an outside site or app if they want to make a purchase, while retailers like Walmart can closely track shopper behavior and campaign performance but have to work with third-party firms to produce and host the content.</p><h2>Entertain us</h2><p>And then there is the question of consumer demand. Since American consumers aren’t as familiar with live shopping as their Chinese counterparts, experts say marketers must heavily promote it or risk seeing low turnout for events with sizable production budgets.</p><p>“A common mistake is [thinking] if you build it, they will come. That’s certainly not the case now,” saysEvan Horowitz, chief executive at marketing firm Movers+Shakers, which has produced live-shopping events on TikTok and other platforms.</p><p>Yet marketing executives believe more consumers will spend money at these events asthe process of doing so becomes less cumbersome. Live-shopping platforms already claim growth and reach numbers large enough to interest both brands and investors.</p><p>Some 3.26 million people streamed a 2020 TalkShopLive album release event for pop-country star Garth Brooks, according to a company spokesman. Ntwrk’s most successful live event to date saw 70,000 to 90,000 concurrent viewers, says CEOAaron Levant. And Firework, whichraised $150 millionin a Series B round led bySoftBankthis year, recently attracted more than three million live and replay views to a single Old Navy livestream, saysJason Holland, president and chief business officer of the company, whose legal name is Loop Technologies Inc.</p><p>The next step may be an evolution in content, some executives suggested.</p><p>Forty-six percent of U.S. consumers who watch live-stream shopping events say they do it because they want to be entertained, according to a 2022 Coresight survey.</p><p>Retail sites, social networks and streaming platforms eventually will become nearly indistinguishable from one another, with viewers able to buy products that appear on-screen in scripted series without going to an external site or app, says Mr. Conybeare. “Shoppable shows are coming,” he says.</p><p>But if a show veers too far into selling, it might turn off U.S. consumers, some say.</p><p>Brands will see greater success when they appear in an educational or entertaining context, such as a food influencer’s live cooking videos, than when they directly push users to buy their products, saysJennifer Silverberg, CEO of SmartCommerce Inc., a software company that helps retailers and brands manage e-commerce operations.</p><p>“The consumer is going to decide when they’re going to buy and where they’re going to buy, and the only way to win is to be there at the moment they’ve made that decision,” Ms. Silverberg says<i>.</i></p><p></p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Retailers, Brands and Tech Platforms Bet Big on Live-Streamed Shopping in the U.S.</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\">\nRetailers, Brands and Tech Platforms Bet Big on Live-Streamed Shopping in the U.S.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-18 21:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/live-stream-shopping-brands-retailers-11666037451?mod=hp_lista_pos1><strong>the wall street journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Can live-streamed shopping become a big thing in the U.S.?A number of retailers, brands and tech platforms are convinced that it can, despite a slow start. The practice, which adapts the QVC model of ...</p>\n\n<a href=\"https://www.wsj.com/articles/live-stream-shopping-brands-retailers-11666037451?mod=hp_lista_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.wsj.com/articles/live-stream-shopping-brands-retailers-11666037451?mod=hp_lista_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195305981","content_text":"Can live-streamed shopping become a big thing in the U.S.?A number of retailers, brands and tech platforms are convinced that it can, despite a slow start. The practice, which adapts the QVC model of televised home shopping to the digital era, grew popular in the Asia-Pacific region beforeexploding in Chinaduring the pandemic as businesses rushed to connect more directly with homebound consumers.Many U.S. marketers view the trend with caution because it hasn’t yet delivered significant sales in the U.S. But revenue from U.S. live-stream shopping is predicted to grow to $20 billion this year from $6 billion in 2020, and to $57 billion in 2025, according to research firmCoresight ResearchInc.Some U.S. marketers see live shopping as a critical way to build awareness and trust among young consumers, attract new customers and collect data on shoppers, including their behavior online before making a purchase. They also want to be in position if and when live shopping takes off.Cosmetics companye.l.f. BeautyInc., which in recent months organized shopping events on platforms includingTikTokandNtwrk, a live-shopping app owned byCommerce Media HoldingsLLC, sees live shopping as a key part of its North American marketing strategy, saysEkta Chopra, the company’s chief digital officer.“It isn’t huge in terms of being a revenue generator; it’s huge in terms of engagement,” Ms. Chopra says.U.S. brands would love to duplicate live-stream shopping’s runaway success in China, where Coresight estimates revenue will grow to $512 billion this year from $159 billion in 2020. In China, however, making a purchase during a live-shopping event is easier because tech monopolies often control everything from the platform hosting the video to the one that processes payments.“In the Asia-Pacific region, we now have a sizable portion of our business that can be attributed to live-streaming,” saysManoj Raghunandanan, president, global self-care and consumer experience organization, at Johnson & Johnson Consumer Health.Seeking to replicate that elsewhere, the company recently did a collaboration withWalmartInc. in the U.S., in which TikTok star Sydney Morgan showcased Neutrogena products in a live stream. That followed a live-shopping event for J & J’s bath-and-body brand Le Petit Marseillais in Europe, the Middle East and Asia.Retailers, in particular, are betting on the live-shopping space. Walmart recently increased marketing for live-stream events after testing showed that they help the company draw a more direct line between marketing and sales for brands that advertise on its websites and apps, says Chief Revenue OfficerSeth Dallaire.Walmart is working with tech startups Firework and TalkShopLive LLC to host live-shopping videos on its website and apps, while it develops its own internal live-shopping platform.Amazon.com Inc. also has invested heavily in the space, creating a live-stream shopping service in 2016 and featuring it on the Amazon home page in 2018. It also launched two versions of a live-streaming app—one for brands that want to produce their own videos and one for content creators or influencers who are paid to promote products in videos—in 2019 and 2020, respectively.Not every experiment has lasted: Amazon in 2017 canceled a daily live-stream shoppingshow on its website and app called “Style Code Live.” The company declined to comment on why, but some industry insiders say the American public wasn’t ready for it at the time.More recently, Amazon has been developing live-shopping events for its Twitch gaming platform, saysWalker Jacobs, chief revenue officer at Twitch. In an event sponsored by L’Oréal SA, Twitch users playing a popular game collaborated with each other to collect items that could be activated and turned into coupons for L’Oréal products on Amazon, Mr. Jacobs says.Target Corp., meanwhile,collaborated with Ntwrk on a September “hot drop” event that featured exclusive items from a new collection by fashion designer Houston White. The offeringssold out before the end of the 30-minute event, Mr. White says.Putting it togetherOne reason live-stream shopping generates big sales in China is that a company likeAlibaba Group HoldingLtd. can serve as a self-contained marketing ecosystem, saysGlen Conybeare, global president of commerce at performance-marketing firm Reprise, which is part ofInterpublic Group ofCos. Alibaba can track consumers from when they receive a link on its messaging app DingTalk to when they watch a video on the company’s streaming platform Youku to their ultimate purchase of a featured product on its shopping site Taobao, he says.That lets Alibaba target and measure its campaigns more effectively than its Western counterparts, according to Mr. Conybeare.No equivalent marketplace exists in the U.S., where brand marketers usually need to collaborate with an influencer, a retailer and one or more tech platforms for a live-shopping campaign.The U.S. consumer experience also can be bumpy, sometimes requiring users to sign up for individual shopping events, download new apps and enter identification and payment information in multiple places, says Ms. Chopra of e.l.f. Beauty. The company has been working with platforms and retailers to streamline the experience for U.S. customers, she says.Facebook, Instagram, TikTok, YouTube,PinterestandTwitterhave all attempted to connect the dots, but marketers say a tech ecosystem fractured by antitrust anddata-privacy regulationsmakes that task more difficult. Platforms host content but typically don’t manage or measure direct sales since consumers usually have to go to an outside site or app if they want to make a purchase, while retailers like Walmart can closely track shopper behavior and campaign performance but have to work with third-party firms to produce and host the content.Entertain usAnd then there is the question of consumer demand. Since American consumers aren’t as familiar with live shopping as their Chinese counterparts, experts say marketers must heavily promote it or risk seeing low turnout for events with sizable production budgets.“A common mistake is [thinking] if you build it, they will come. That’s certainly not the case now,” saysEvan Horowitz, chief executive at marketing firm Movers+Shakers, which has produced live-shopping events on TikTok and other platforms.Yet marketing executives believe more consumers will spend money at these events asthe process of doing so becomes less cumbersome. Live-shopping platforms already claim growth and reach numbers large enough to interest both brands and investors.Some 3.26 million people streamed a 2020 TalkShopLive album release event for pop-country star Garth Brooks, according to a company spokesman. Ntwrk’s most successful live event to date saw 70,000 to 90,000 concurrent viewers, says CEOAaron Levant. And Firework, whichraised $150 millionin a Series B round led bySoftBankthis year, recently attracted more than three million live and replay views to a single Old Navy livestream, saysJason Holland, president and chief business officer of the company, whose legal name is Loop Technologies Inc.The next step may be an evolution in content, some executives suggested.Forty-six percent of U.S. consumers who watch live-stream shopping events say they do it because they want to be entertained, according to a 2022 Coresight survey.Retail sites, social networks and streaming platforms eventually will become nearly indistinguishable from one another, with viewers able to buy products that appear on-screen in scripted series without going to an external site or app, says Mr. Conybeare. “Shoppable shows are coming,” he says.But if a show veers too far into selling, it might turn off U.S. consumers, some say.Brands will see greater success when they appear in an educational or entertaining context, such as a food influencer’s live cooking videos, than when they directly push users to buy their products, saysJennifer Silverberg, CEO of SmartCommerce Inc., a software company that helps retailers and brands manage e-commerce operations.“The consumer is going to decide when they’re going to buy and where they’re going to buy, and the only way to win is to be there at the moment they’ve made that decision,” Ms. Silverberg says.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913819910,"gmtCreate":1663954634830,"gmtModify":1676537370089,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Seriously[Facepalm]&nbsp;","listText":"Seriously[Facepalm]&nbsp;","text":"Seriously[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913819910","repostId":"1137616883","repostType":2,"repost":{"id":"1137616883","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":1663946325,"share":"https://ttm.financial/m/news/1137616883?lang=&edition=fundamental","pubTime":"2022-09-23 23:18","market":"us","language":"en","title":"U.S. Stocks Cannot Reverse Their Downward Trends in Morning Trading; Dow Jones Slipped Over 1.5% While S&P500 and Nasdaq Crashed Nearly 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1137616883","media":"Tiger Newspress","summary":"U.S. stocks cannot reverse their downward trends in morning trading; Dow Jones slipped 1.53%, S&P500","content":"<html><head></head><body><p>U.S. stocks cannot reverse their downward trends in morning trading; Dow Jones slipped 1.53%, S&amp;P500 crashed 1.75% while Nasdaq tumbled 1.77%.<img src=\"https://static.tigerbbs.com/62ea2f3a8e9a6377c5a604bb9d9828c5\" tg-width=\"487\" tg-height=\"117\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Cannot Reverse Their Downward Trends in Morning Trading; Dow Jones Slipped Over 1.5% While S&P500 and Nasdaq Crashed Nearly 2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Cannot Reverse Their Downward Trends in Morning Trading; Dow Jones Slipped Over 1.5% While S&P500 and Nasdaq Crashed Nearly 2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-23 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks cannot reverse their downward trends in morning trading; Dow Jones slipped 1.53%, S&amp;P500 crashed 1.75% while Nasdaq tumbled 1.77%.<img src=\"https://static.tigerbbs.com/62ea2f3a8e9a6377c5a604bb9d9828c5\" tg-width=\"487\" tg-height=\"117\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137616883","content_text":"U.S. stocks cannot reverse their downward trends in morning trading; Dow Jones slipped 1.53%, S&P500 crashed 1.75% while Nasdaq tumbled 1.77%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030083932,"gmtCreate":1645578904655,"gmtModify":1676534042023,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030083932","repostId":"1151298034","repostType":4,"repost":{"id":"1151298034","pubTimestamp":1645575397,"share":"https://ttm.financial/m/news/1151298034?lang=&edition=fundamental","pubTime":"2022-02-23 08:16","market":"us","language":"en","title":"AMD Stock Is a ‘Downright Attractive’ Buy, Longtime Doubter Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1151298034","media":"Barron","summary":"Followinga recent slide for shares ofAdvanced Micro Devices,Bernstein analyst Stacy Rasgon has joine","content":"<html><head></head><body><p>Followinga recent slide for shares ofAdvanced Micro Devices,Bernstein analyst Stacy Rasgon has joined the bulls for the first time in about a decade.</p><p>Rasgon raised his rating on AMD stock (ticker: AMD) to Outperform from Market-Perform in a Tuesday research note. The analyst maintained a $150 target price, which represents a potential gain of 27% from recent levels.</p><p>“It has been almost 10 years since we held an Outperform rating on AMD’s stock, an omission mostly emotional in nature,” Rasgon wrote, referring to an unsuccessful bullish call on AMD earlier in his career as a chip analyst.</p><p>“This was a formative event in our analyst career, and the mental barriers to even contemplating a long call since then have been significant for us; much to our chagrin as watching AMD go from a sub-$2 stock to over $100 today takes the crown for the absolute biggest missed call in our entire Wall Street tenure.”</p><p>AMD stock has fallen about 20% in 2022 despitea strong fourth-quarter report earlier this year. It is still up 35% over the past 12 months.</p><p>This month, the firm closed its all-stock acquisition of its fellow semiconductor company Xilinx, which it announcedin October 2020.Concern that Xilinx holders might sell stock they received in the deal likely contributed to AMD’sworst trading day in years on Feb. 11.</p><p>“But time heals all wounds, and (as has frankly been abundantly clear for years) this is not the AMD of a decade ago,” Rasgon wrote. “And with the combination of continued stellar execution, increasingly bankable earnings power, and a recent sizeable pullback making valuation (dare we say?) downright attractive we are, for the first time in almost a decade, pulling the trigger.”</p><p>Rasgon thinks shares are increasingly attractive for investors who might have been inclined to sit on the fence, likely for too long, as he said he had.</p><p>The stock jumped 1.6% to $115.90 Tuesday, while theNasdaq Compositefell 1.2%.</p></body></html>","source":"market_watch","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>AMD Stock Is a ‘Downright Attractive’ Buy, Longtime Doubter Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Stock Is a ‘Downright Attractive’ Buy, Longtime Doubter Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-23 08:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/amd-stock-price-valuation-upgrade-buy-51645546117?mod=newsviewer_click><strong>Barron</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Followinga recent slide for shares ofAdvanced Micro Devices,Bernstein analyst Stacy Rasgon has joined the bulls for the first time in about a decade.Rasgon raised his rating on AMD stock (ticker: AMD)...</p>\n\n<a href=\"https://www.marketwatch.com/articles/amd-stock-price-valuation-upgrade-buy-51645546117?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/articles/amd-stock-price-valuation-upgrade-buy-51645546117?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1151298034","content_text":"Followinga recent slide for shares ofAdvanced Micro Devices,Bernstein analyst Stacy Rasgon has joined the bulls for the first time in about a decade.Rasgon raised his rating on AMD stock (ticker: AMD) to Outperform from Market-Perform in a Tuesday research note. The analyst maintained a $150 target price, which represents a potential gain of 27% from recent levels.“It has been almost 10 years since we held an Outperform rating on AMD’s stock, an omission mostly emotional in nature,” Rasgon wrote, referring to an unsuccessful bullish call on AMD earlier in his career as a chip analyst.“This was a formative event in our analyst career, and the mental barriers to even contemplating a long call since then have been significant for us; much to our chagrin as watching AMD go from a sub-$2 stock to over $100 today takes the crown for the absolute biggest missed call in our entire Wall Street tenure.”AMD stock has fallen about 20% in 2022 despitea strong fourth-quarter report earlier this year. It is still up 35% over the past 12 months.This month, the firm closed its all-stock acquisition of its fellow semiconductor company Xilinx, which it announcedin October 2020.Concern that Xilinx holders might sell stock they received in the deal likely contributed to AMD’sworst trading day in years on Feb. 11.“But time heals all wounds, and (as has frankly been abundantly clear for years) this is not the AMD of a decade ago,” Rasgon wrote. “And with the combination of continued stellar execution, increasingly bankable earnings power, and a recent sizeable pullback making valuation (dare we say?) downright attractive we are, for the first time in almost a decade, pulling the trigger.”Rasgon thinks shares are increasingly attractive for investors who might have been inclined to sit on the fence, likely for too long, as he said he had.The stock jumped 1.6% to $115.90 Tuesday, while theNasdaq Compositefell 1.2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966889603,"gmtCreate":1669487039803,"gmtModify":1676538200890,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Yup","listText":"Yup","text":"Yup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966889603","repostId":"1113027875","repostType":2,"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969299043,"gmtCreate":1668448408282,"gmtModify":1676538057830,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969299043","repostId":"1110302539","repostType":2,"repost":{"id":"1110302539","pubTimestamp":1668426073,"share":"https://ttm.financial/m/news/1110302539?lang=&edition=fundamental","pubTime":"2022-11-14 19:41","market":"us","language":"en","title":"Jeff Bezos Says He Will Give Most of His Money to Charity","url":"https://stock-news.laohu8.com/highlight/detail?id=1110302539","media":"CNN","summary":"Amazon founder Jeff Bezos plans to give away the majority of his $124 billion net worth during his l","content":"<html><head></head><body><p>Amazon founder Jeff Bezos plans to give away the majority of his $124 billion net worth during his lifetime, telling CNN in an exclusive interview he will devote the bulk of his wealth to fighting climate change and supporting people who can unify humanity in the face of deep social and political divisions.</p><p>Though Bezos’ vow was light on specifics, this marks the first time he has announced that he plans to give away most of his money. Critics have chided Bezos for not signing theGiving Pledge, a promise by hundreds of the world’s richest people to donate the majority of their wealth to charitable causes.</p><p>In a sit-down interview with CNN’s Chloe Melas on Saturday at his Washington, DC, home, Bezos, speaking alongside his partner, the journalist-turned-philanthropist Lauren Sánchez, said the couple is “building the capacity to be able to give away this money.”</p><p>Asked directly by CNN whether he intends to donate the majority of his wealth within his lifetime, Bezos said: “Yeah, I do.”</p><p>Bezos said he and Sánchez agreed to their first interview together since they began dating in 2019 to help shine a spotlight on the Bezos Courage and Civility Award, granted this year to musician Dolly Parton.</p><p>The 20-minute exchange with Bezos and Sánchez covered a broad range of topics, from Bezos’s views on political dialogue and apossible economic recessionto Sánchez’s plan tovisit outer spacewith an all-female crew and her reflections on a flourishing business partnership with Bezos.</p><h2>Dolly Parton</h2><p>That working relationship was on display Saturday as Bezos and Sánchez announced a$100 million grant to Partonas part of her Courage and Civility Award. It is the third such award, following similar grants to chef Jose Andrés, who has spent some of the money-making meals for Ukrainians — and the climate advocate and CNN contributor Van Jones.</p><p>“When you think of Dolly,” said Sánchez in the interview, “Look, everyone smiles, right? She is just beaming with light. And all she wants to do is bring light into other people’s worlds. And so we couldn’t have thought of someone better than to give this award to Dolly, and we know she’s going to do amazing things with it.”</p><p>The throughline connecting the Courage and Civility Award grantees, Bezos said, was their capacity to bring many people together to solve large challenges.</p><p>“I just feel honored to be able to be a part of what they’re doing for this world,” Bezos told CNN.</p><p>Unity, Bezos said, is a trait that will be necessary to confront climate change and one that he repeatedly invoked as he blasted politicians and social media for amplifying division.</p><h2>How to give it away</h2><p>But the couple’s biggest challenge may be figuring out how to distribute Bezos’ vast fortune. Bezos declined to identify a specific percentage or to provide concrete details on where it would likely be spent.</p><p>Despite being the fourth-wealthiest person in the world, according to theBloomberg Billionaires Index, Bezos has refrained from setting a target amount to give away in his lifetime.</p><p>Bezos has committed $10 billion over 10 years, or about 8% of his current net worth, to the Bezos Earth Fund, which Sánchez co-chairs. Among its priorities are reducing the carbon footprint of construction-grade cement and steel; pushing financial regulators to consider climate-related risks; advancing data and mapping technologies to monitor carbon emissions; and building natural, plant-based carbon sinks on a large scale.</p><p>Though Bezos is now Amazon’s(AMZN) executive chair and not its CEO — he stepped down from that role in 2021 — he is still involved in the greening of the company. Amazon is one of more than 300 companies that have pledged to reduce their carbon footprint by 2040 according to the principles of the Paris Climate Agreement, Bezos said, though Amazon’s(AMZN)footprint grew by 18% in 2021, reflecting a pandemic-driven e-commerce boom. Amazon’s(AMZN)reckoning with its own effect on the climate mirrors its outsized impact on everything from debates about unionization to antitrust policy, where the company has attracted an enormous level of scrutiny from regulators, lawmakers, and civil society groups.</p><p>Bezos compared his philanthropic strategy to his years-long effort constructing a titanic engine of e-commerce and cloud computing that has made him one of the most powerful people in the world.</p><p>“The hard part is figuring out how to do it in a levered way,” he said, implying that even as he gives away his billions, he is still looking to maximize his return. “It’s not easy. Building Amazon was not easy. It took a lot of hard work, a bunch of very smart teammates, hard-working teammates, and I’m finding — and I think Lauren is finding the same thing — that charity, philanthropy, is very similar.”</p><p>“There are a bunch of ways that I think you could do ineffective things, too,” he added. “So you have to think about it carefully and you have to have brilliant people on the team.”</p><p>Bezos’ methodical approach to giving stands in sharp contrast to that of his ex-wife, the philanthropist MacKenzie Scott, who recentlygave away nearly $4 billion to 465 organizationsin the span of less than a year.</p><h2>The economic downturn</h2><p>While Bezos and Sánchez plot out their plans for Bezos’ immense wealth, many people of more modest means are bracing for what economists fear may be an extended economic downturn.</p><p>Last month, Bezostweeteda warning to his followers on Twitter, recommending that they “batten down the hatches.”</p><p>The advice was meant for business owners and consumers alike, Bezos said in the interview, suggesting that individuals should consider putting off buying big ticket items they’ve been eyeing — or that companies should slow their acquisitions and capital expenditures.</p><p>“Take some risk off the table,” Bezos said. “Keep some dry powder on hand…. Just a little bit of risk reduction could make the difference for that small business, if we do get into even more serious economic problems. You’ve got to play the probabilities a little bit.”</p><p>Many may be feeling the pinch now, he added, but argued that as an optimist he believes the American Dream “is and will be even more attainable in the future” — projecting that within Bezos’ lifetime, space travel could become broadly accessible to the public.</p><h2>Bezos and Sánchez’s partnership</h2><p>Sánchez said the couple make “really great teammates,” though she laughed, “We can be kind of boring,” Sánchez said. Bezos smiled and replied, “Never boring.”</p><p>Sánchez, the founder of Black Ops Aviation, the first female-owned and operated aerial film and production company is a trained helicopter pilot. She said in the interview that they’ve both taken turns in the driver’s seat.</p><p>Bezos has creditedhis own journey to spacefor helping to inspire his push to fight climate change. Now, it is Sánchez’s turn.</p><p>Sánchez told CNN she anticipates venturing into orbit herself sometime in 2023. And while she did not directly address who will be joining her — quickly ruling out Bezos as a crewmate — she said simply: “It’ll be a great group of females.”</p><h2>Washington’s NFL team</h2><p>Bezos may be adding NFL owner to his resume. CNN recently reported that Bezos and Jay-Z are in talks on a potentialjoint bid on the Washington Commanders.</p><p>It is not clear if the two have yet spoken with Dan Snyder and his wife, Tanya, the current owners of the NFL team, about the possibility.</p><p>But during the interview on Saturday, Melas asked Bezos if the speculation was true.</p><p>“Yes, I’ve heard that buzz,” Bezos said with a smile.</p><p>Sánchez chimed in with a laugh, “I do like football. I’m just going to throw that out there for everyone.”</p><p>Bezos added, “I grew up in Houston, Texas, and I played football growing up as a kid … and it is my favorite sport … so we’ll just have to wait and see.”</p></body></html>","source":"cnn_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jeff Bezos Says He Will Give Most of His Money to Charity</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\">\nJeff Bezos Says He Will Give Most of His Money to Charity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-14 19:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2022/11/14/business/jeff-bezos-charity/index.html><strong>CNN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon founder Jeff Bezos plans to give away the majority of his $124 billion net worth during his lifetime, telling CNN in an exclusive interview he will devote the bulk of his wealth to fighting ...</p>\n\n<a href=\"https://edition.cnn.com/2022/11/14/business/jeff-bezos-charity/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://edition.cnn.com/2022/11/14/business/jeff-bezos-charity/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110302539","content_text":"Amazon founder Jeff Bezos plans to give away the majority of his $124 billion net worth during his lifetime, telling CNN in an exclusive interview he will devote the bulk of his wealth to fighting climate change and supporting people who can unify humanity in the face of deep social and political divisions.Though Bezos’ vow was light on specifics, this marks the first time he has announced that he plans to give away most of his money. Critics have chided Bezos for not signing theGiving Pledge, a promise by hundreds of the world’s richest people to donate the majority of their wealth to charitable causes.In a sit-down interview with CNN’s Chloe Melas on Saturday at his Washington, DC, home, Bezos, speaking alongside his partner, the journalist-turned-philanthropist Lauren Sánchez, said the couple is “building the capacity to be able to give away this money.”Asked directly by CNN whether he intends to donate the majority of his wealth within his lifetime, Bezos said: “Yeah, I do.”Bezos said he and Sánchez agreed to their first interview together since they began dating in 2019 to help shine a spotlight on the Bezos Courage and Civility Award, granted this year to musician Dolly Parton.The 20-minute exchange with Bezos and Sánchez covered a broad range of topics, from Bezos’s views on political dialogue and apossible economic recessionto Sánchez’s plan tovisit outer spacewith an all-female crew and her reflections on a flourishing business partnership with Bezos.Dolly PartonThat working relationship was on display Saturday as Bezos and Sánchez announced a$100 million grant to Partonas part of her Courage and Civility Award. It is the third such award, following similar grants to chef Jose Andrés, who has spent some of the money-making meals for Ukrainians — and the climate advocate and CNN contributor Van Jones.“When you think of Dolly,” said Sánchez in the interview, “Look, everyone smiles, right? She is just beaming with light. And all she wants to do is bring light into other people’s worlds. And so we couldn’t have thought of someone better than to give this award to Dolly, and we know she’s going to do amazing things with it.”The throughline connecting the Courage and Civility Award grantees, Bezos said, was their capacity to bring many people together to solve large challenges.“I just feel honored to be able to be a part of what they’re doing for this world,” Bezos told CNN.Unity, Bezos said, is a trait that will be necessary to confront climate change and one that he repeatedly invoked as he blasted politicians and social media for amplifying division.How to give it awayBut the couple’s biggest challenge may be figuring out how to distribute Bezos’ vast fortune. Bezos declined to identify a specific percentage or to provide concrete details on where it would likely be spent.Despite being the fourth-wealthiest person in the world, according to theBloomberg Billionaires Index, Bezos has refrained from setting a target amount to give away in his lifetime.Bezos has committed $10 billion over 10 years, or about 8% of his current net worth, to the Bezos Earth Fund, which Sánchez co-chairs. Among its priorities are reducing the carbon footprint of construction-grade cement and steel; pushing financial regulators to consider climate-related risks; advancing data and mapping technologies to monitor carbon emissions; and building natural, plant-based carbon sinks on a large scale.Though Bezos is now Amazon’s(AMZN) executive chair and not its CEO — he stepped down from that role in 2021 — he is still involved in the greening of the company. Amazon is one of more than 300 companies that have pledged to reduce their carbon footprint by 2040 according to the principles of the Paris Climate Agreement, Bezos said, though Amazon’s(AMZN)footprint grew by 18% in 2021, reflecting a pandemic-driven e-commerce boom. Amazon’s(AMZN)reckoning with its own effect on the climate mirrors its outsized impact on everything from debates about unionization to antitrust policy, where the company has attracted an enormous level of scrutiny from regulators, lawmakers, and civil society groups.Bezos compared his philanthropic strategy to his years-long effort constructing a titanic engine of e-commerce and cloud computing that has made him one of the most powerful people in the world.“The hard part is figuring out how to do it in a levered way,” he said, implying that even as he gives away his billions, he is still looking to maximize his return. “It’s not easy. Building Amazon was not easy. It took a lot of hard work, a bunch of very smart teammates, hard-working teammates, and I’m finding — and I think Lauren is finding the same thing — that charity, philanthropy, is very similar.”“There are a bunch of ways that I think you could do ineffective things, too,” he added. “So you have to think about it carefully and you have to have brilliant people on the team.”Bezos’ methodical approach to giving stands in sharp contrast to that of his ex-wife, the philanthropist MacKenzie Scott, who recentlygave away nearly $4 billion to 465 organizationsin the span of less than a year.The economic downturnWhile Bezos and Sánchez plot out their plans for Bezos’ immense wealth, many people of more modest means are bracing for what economists fear may be an extended economic downturn.Last month, Bezostweeteda warning to his followers on Twitter, recommending that they “batten down the hatches.”The advice was meant for business owners and consumers alike, Bezos said in the interview, suggesting that individuals should consider putting off buying big ticket items they’ve been eyeing — or that companies should slow their acquisitions and capital expenditures.“Take some risk off the table,” Bezos said. “Keep some dry powder on hand…. Just a little bit of risk reduction could make the difference for that small business, if we do get into even more serious economic problems. You’ve got to play the probabilities a little bit.”Many may be feeling the pinch now, he added, but argued that as an optimist he believes the American Dream “is and will be even more attainable in the future” — projecting that within Bezos’ lifetime, space travel could become broadly accessible to the public.Bezos and Sánchez’s partnershipSánchez said the couple make “really great teammates,” though she laughed, “We can be kind of boring,” Sánchez said. Bezos smiled and replied, “Never boring.”Sánchez, the founder of Black Ops Aviation, the first female-owned and operated aerial film and production company is a trained helicopter pilot. She said in the interview that they’ve both taken turns in the driver’s seat.Bezos has creditedhis own journey to spacefor helping to inspire his push to fight climate change. Now, it is Sánchez’s turn.Sánchez told CNN she anticipates venturing into orbit herself sometime in 2023. And while she did not directly address who will be joining her — quickly ruling out Bezos as a crewmate — she said simply: “It’ll be a great group of females.”Washington’s NFL teamBezos may be adding NFL owner to his resume. CNN recently reported that Bezos and Jay-Z are in talks on a potentialjoint bid on the Washington Commanders.It is not clear if the two have yet spoken with Dan Snyder and his wife, Tanya, the current owners of the NFL team, about the possibility.But during the interview on Saturday, Melas asked Bezos if the speculation was true.“Yes, I’ve heard that buzz,” Bezos said with a smile.Sánchez chimed in with a laugh, “I do like football. I’m just going to throw that out there for everyone.”Bezos added, “I grew up in Houston, Texas, and I played football growing up as a kid … and it is my favorite sport … so we’ll just have to wait and see.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960103401,"gmtCreate":1668088336004,"gmtModify":1676538010514,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960103401","repostId":"2282555601","repostType":2,"repost":{"id":"2282555601","pubTimestamp":1668095223,"share":"https://ttm.financial/m/news/2282555601?lang=&edition=fundamental","pubTime":"2022-11-10 23:47","market":"other","language":"en","title":"Panic Among Bitcoin Investors Intensifies: When Will It End?","url":"https://stock-news.laohu8.com/highlight/detail?id=2282555601","media":"Seekingalpha","summary":"After a period of low cryptocurrency volatility, the price of Bitcoin (BTC-USD) fell sharply from $2","content":"<html><head></head><body><p>After a period of low cryptocurrency volatility, the price of Bitcoin (BTC-USD) fell sharply from $21,400 to $17,150 and is currently trading in a narrow price range of $18,100-$18,500 after a slight recovery. As described in my previous Bitcoin article, the key reason for the fall below the psychological threshold of $20,000 per Bitcoin is the Fed&#39;s fourth consecutive increase in the Fed&#39;s interest rate to a record high in the past sixteen years. Investors continue to massively withdraw from risky assets, which only increases the tension in both the stock and cryptocurrency markets, while more conservative participants with significant financial resources seek to wait out the period of macroeconomic instability in assets that bring dividends or coupon payments.</p><p><img src=\"https://static.tigerbbs.com/a2850e83852c12ae12a68fe2a6600fe3\" tg-width=\"640\" tg-height=\"259\" referrerpolicy=\"no-referrer\"/></p><p>Source: N_Aisenstadt — TradingView</p><p>This article will present factors that indicate continued downward pressure on the price of Bitcoin, but at the same time, some of them begin to indicate the appearance of the first glimpses of hope for the end of the bearish trend in the medium term.</p><h2>Bears control the situation in the cryptocurrency market</h2><p>One of the most effective tools for tracking and modeling changes in trends in the cryptocurrency market and sentiment among Bitcoin users is the analysis of on-chain activity. The dynamics of new on-chain addresses continue to decline from multi-year highs reached in May 2021, when mass euphoria swept almost all markets and new participants opened wallets and invested in “digital gold”. However, even then, the first signals of a decrease in interest in Bitcoin appeared, as the average monthly rate of new addresses fell below the 365-day simple moving average marked in pink in the chart below. Moreover, a similar situation was observed in February 2018, after which the price of Bitcoin collapsed by 73% in less than a year. At the moment, the momentum of New Addresses is close to another upward spurt, as it happened in November 2018 after a multi-month period of low volatility and marked by a revival of hopes for the start of a new cycle of growth in demand for Bitcoin. However, this was a vain hope, as the price of Bitcoin collapsed from $6,600 to $3,300, and thus finally discouraged the majority of potential investors from buying “digital gold”. Moreover, at times of maximum stress among market participants and the subsequent formation of a bottom, the number of new addresses always reached a value of 240 thousand, which we still have not seen. As a consequence, this once again indicates that the current price range is not a bottom before a new up cycle begins.</p><p><img src=\"https://static.tigerbbs.com/fa7c9a2f19881374904ec93d1270397a\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/></p><p>Source: Author&#39;s elaboration, based on Glassnode</p><p>The logical consequence of the slowdown in the opening of new crypto wallets is a slowdown in the growth of the number of addresses with a non-zero balance, as most investors continue to exchange Bitcoin for fiat money and reinvest it in financial assets with less risk. A similar situation could be observed in the first three quarters of 2018, when the price of Bitcoin, after a sharp fall, remained in a narrow price range of $3,200-$4,000 for several months, while the S&amp;P 500 (SPY) and Nasdaq 100 (QQQ) continued their upward movement.<img src=\"https://static.tigerbbs.com/c846e3e72677d2a93a6818fffae6ba32\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/></p><p>Source: Author&#39;s elaboration, based on Glassnode</p><h2>Miners continue to experience the hardest times</h2><p>In my previous article, “Anticipating Crypto Crisis: Bitcoin Price Might Drop 35%”, I pointed out the continued dire situation in the mining industry, with hashrate and network difficulty setting new records and thereby provoking companies to sell off more coins to continue their activities. As of November 9, 2022, Bitcoin&#39;s average production cost is $19,600 while the spot price has fallen below $18,000. The last time a similar situation happened was four years ago and eventually led to a mass capitulation of miners. At the moment, miners earn only 3.47 BTC per day for every Exahash, or 62.5 thousand in dollar terms, which is 25.2% less than last quarter. Increased competition among such mastodons of the industry as Riot Blockchain (RIOT) and HIVE Blockchain Technologies (HIVE) does not lead to the recovery of the cryptocurrency market, but only aggravates the situation and the longer this happens, the longer the period of its recovery will continue. I expect the sideways trend in the $12,700-$13,600 price range, in which more patient investors will accumulate coins in their wallets, to last a little longer than before. As a consequence, this will lead to a significant decrease in the investment interest of those who try to make a quick profit in this market and will also maintain downward pressure on the share prices of crypto miners.</p><p><img src=\"https://static.tigerbbs.com/b995c945a1f7a44d756b0aadbd8f437d\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Source: Author&#39;s elaboration, based on Glassnode</p><p>A period of apathy among crypto market participants due to a sharp drop in the profitability of their investments leads to the transition of Bitcoin from more impulsive investors to those who understand the value of cryptocurrencies. These trends can be analyzed using the percent of supply in profit, which provides information about the state of the market cycle. At the moment, this indicator continues to be in a downward trend and thus demonstrates the dominance of the share of supply in losses and, as a result, the preservation of bearish sentiment in the cryptocurrency market.</p><p><img src=\"https://static.tigerbbs.com/02be3db613dc233a31c251c55f282798\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Source: Author&#39;s elaboration, based on Glassnode</p><h2>Holders continue to accumulate Bitcoin</h2><p>Despite the decline in interest and confidence in cryptocurrencies, long-term investors do not lose optimism about the future of Bitcoin and continue to accumulate it. The share of U.S. dollar wealth held in BTC that hasn&#39;t moved in the last six months has hit a multi-year low. In previous Bitcoin cycles, such extremely low values were marked by the formation of the bottom of the main cryptocurrency and, in my opinion, a similar situation will repeat in 2022-2023.</p><p><img src=\"https://static.tigerbbs.com/251ce31d56d46d078173334b5014eb75\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Source: Author&#39;s elaboration, based on Glassnode</p><h2>Conclusion</h2><p>Since writing my last bearish article in October 2022, the price of Bitcoin has fallen by more than 10%, which is consistent with my expectations for the behavior of the cryptocurrency market, which is experiencing capital outflows to less risky assets.</p><p><img src=\"https://static.tigerbbs.com/ea9d70bfb9b3aea5f3934bf7bb637f08\" tg-width=\"290\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>Source: Nathan Aisenstadt — Seeking Alpha</p><p>The panic among high-risk assets, including those traded on the stock market, does not contribute to the transition of Bitcoin from a bearish trend to a bullish one. The network difficulty sets new multi-year records and thus reduces investment in the mining industry, which is in dire need of additional funding to buy more efficient equipment. Moreover, the increase in downward pressure on the price of Bitcoin comes at a time when one of the global crypto-currency exchanges, namely FTX (FTT-USD), is facing a liquidity crisis and thus only increasing the likelihood of a domino effect on other market participants.</p><p>On the other hand, prerequisites for the end of the bearish trend are beginning to appear due to an increase in the number of long-term holders who are confident in the bright future of cryptocurrencies. In addition, I expect a slowdown in the Fed rate hike in 2023 due to the slowdown in U.S. inflation and the victory of the Republicans in the elections to the House of Representatives. As a result, the Democrats will not be able to promote all their ideas, which required multibillion-dollar investments with the subsequent rise in inflation, and as a result, this will lead to an easing of the Fed&#39;s monetary policy. As a result, investors will begin to consider investing in high-risk assets such as Bitcoin, Dogecoin (DOGE-USD), Ethereum (ETH-USD), and Cardano (ADA-USD). From the point of view of technical analysis, as in the previous article, I expect the price of Bitcoin to decline to the range of $12,700-$13,600, after which there will be a multi-month period of accumulation and the cycle will start again.</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>Panic Among Bitcoin Investors Intensifies: When Will It End?</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\">\nPanic Among Bitcoin Investors Intensifies: When Will It End?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-10 23:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4555528-panic-among-bitcoin-investors-intensifies-when-will-it-end><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a period of low cryptocurrency volatility, the price of Bitcoin (BTC-USD) fell sharply from $21,400 to $17,150 and is currently trading in a narrow price range of $18,100-$18,500 after a slight ...</p>\n\n<a href=\"https://seekingalpha.com/article/4555528-panic-among-bitcoin-investors-intensifies-when-will-it-end\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4555528-panic-among-bitcoin-investors-intensifies-when-will-it-end","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282555601","content_text":"After a period of low cryptocurrency volatility, the price of Bitcoin (BTC-USD) fell sharply from $21,400 to $17,150 and is currently trading in a narrow price range of $18,100-$18,500 after a slight recovery. As described in my previous Bitcoin article, the key reason for the fall below the psychological threshold of $20,000 per Bitcoin is the Fed's fourth consecutive increase in the Fed's interest rate to a record high in the past sixteen years. Investors continue to massively withdraw from risky assets, which only increases the tension in both the stock and cryptocurrency markets, while more conservative participants with significant financial resources seek to wait out the period of macroeconomic instability in assets that bring dividends or coupon payments.Source: N_Aisenstadt — TradingViewThis article will present factors that indicate continued downward pressure on the price of Bitcoin, but at the same time, some of them begin to indicate the appearance of the first glimpses of hope for the end of the bearish trend in the medium term.Bears control the situation in the cryptocurrency marketOne of the most effective tools for tracking and modeling changes in trends in the cryptocurrency market and sentiment among Bitcoin users is the analysis of on-chain activity. The dynamics of new on-chain addresses continue to decline from multi-year highs reached in May 2021, when mass euphoria swept almost all markets and new participants opened wallets and invested in “digital gold”. However, even then, the first signals of a decrease in interest in Bitcoin appeared, as the average monthly rate of new addresses fell below the 365-day simple moving average marked in pink in the chart below. Moreover, a similar situation was observed in February 2018, after which the price of Bitcoin collapsed by 73% in less than a year. At the moment, the momentum of New Addresses is close to another upward spurt, as it happened in November 2018 after a multi-month period of low volatility and marked by a revival of hopes for the start of a new cycle of growth in demand for Bitcoin. However, this was a vain hope, as the price of Bitcoin collapsed from $6,600 to $3,300, and thus finally discouraged the majority of potential investors from buying “digital gold”. Moreover, at times of maximum stress among market participants and the subsequent formation of a bottom, the number of new addresses always reached a value of 240 thousand, which we still have not seen. As a consequence, this once again indicates that the current price range is not a bottom before a new up cycle begins.Source: Author's elaboration, based on GlassnodeThe logical consequence of the slowdown in the opening of new crypto wallets is a slowdown in the growth of the number of addresses with a non-zero balance, as most investors continue to exchange Bitcoin for fiat money and reinvest it in financial assets with less risk. A similar situation could be observed in the first three quarters of 2018, when the price of Bitcoin, after a sharp fall, remained in a narrow price range of $3,200-$4,000 for several months, while the S&P 500 (SPY) and Nasdaq 100 (QQQ) continued their upward movement.Source: Author's elaboration, based on GlassnodeMiners continue to experience the hardest timesIn my previous article, “Anticipating Crypto Crisis: Bitcoin Price Might Drop 35%”, I pointed out the continued dire situation in the mining industry, with hashrate and network difficulty setting new records and thereby provoking companies to sell off more coins to continue their activities. As of November 9, 2022, Bitcoin's average production cost is $19,600 while the spot price has fallen below $18,000. The last time a similar situation happened was four years ago and eventually led to a mass capitulation of miners. At the moment, miners earn only 3.47 BTC per day for every Exahash, or 62.5 thousand in dollar terms, which is 25.2% less than last quarter. Increased competition among such mastodons of the industry as Riot Blockchain (RIOT) and HIVE Blockchain Technologies (HIVE) does not lead to the recovery of the cryptocurrency market, but only aggravates the situation and the longer this happens, the longer the period of its recovery will continue. I expect the sideways trend in the $12,700-$13,600 price range, in which more patient investors will accumulate coins in their wallets, to last a little longer than before. As a consequence, this will lead to a significant decrease in the investment interest of those who try to make a quick profit in this market and will also maintain downward pressure on the share prices of crypto miners.Source: Author's elaboration, based on GlassnodeA period of apathy among crypto market participants due to a sharp drop in the profitability of their investments leads to the transition of Bitcoin from more impulsive investors to those who understand the value of cryptocurrencies. These trends can be analyzed using the percent of supply in profit, which provides information about the state of the market cycle. At the moment, this indicator continues to be in a downward trend and thus demonstrates the dominance of the share of supply in losses and, as a result, the preservation of bearish sentiment in the cryptocurrency market.Source: Author's elaboration, based on GlassnodeHolders continue to accumulate BitcoinDespite the decline in interest and confidence in cryptocurrencies, long-term investors do not lose optimism about the future of Bitcoin and continue to accumulate it. The share of U.S. dollar wealth held in BTC that hasn't moved in the last six months has hit a multi-year low. In previous Bitcoin cycles, such extremely low values were marked by the formation of the bottom of the main cryptocurrency and, in my opinion, a similar situation will repeat in 2022-2023.Source: Author's elaboration, based on GlassnodeConclusionSince writing my last bearish article in October 2022, the price of Bitcoin has fallen by more than 10%, which is consistent with my expectations for the behavior of the cryptocurrency market, which is experiencing capital outflows to less risky assets.Source: Nathan Aisenstadt — Seeking AlphaThe panic among high-risk assets, including those traded on the stock market, does not contribute to the transition of Bitcoin from a bearish trend to a bullish one. The network difficulty sets new multi-year records and thus reduces investment in the mining industry, which is in dire need of additional funding to buy more efficient equipment. Moreover, the increase in downward pressure on the price of Bitcoin comes at a time when one of the global crypto-currency exchanges, namely FTX (FTT-USD), is facing a liquidity crisis and thus only increasing the likelihood of a domino effect on other market participants.On the other hand, prerequisites for the end of the bearish trend are beginning to appear due to an increase in the number of long-term holders who are confident in the bright future of cryptocurrencies. In addition, I expect a slowdown in the Fed rate hike in 2023 due to the slowdown in U.S. inflation and the victory of the Republicans in the elections to the House of Representatives. As a result, the Democrats will not be able to promote all their ideas, which required multibillion-dollar investments with the subsequent rise in inflation, and as a result, this will lead to an easing of the Fed's monetary policy. As a result, investors will begin to consider investing in high-risk assets such as Bitcoin, Dogecoin (DOGE-USD), Ethereum (ETH-USD), and Cardano (ADA-USD). From the point of view of technical analysis, as in the previous article, I expect the price of Bitcoin to decline to the range of $12,700-$13,600, after which there will be a multi-month period of accumulation and the cycle will start again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983804804,"gmtCreate":1666196202108,"gmtModify":1676537721314,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Like like like","listText":"Like like like","text":"Like like like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983804804","repostId":"1187943912","repostType":2,"repost":{"id":"1187943912","pubTimestamp":1666187358,"share":"https://ttm.financial/m/news/1187943912?lang=&edition=fundamental","pubTime":"2022-10-19 21:49","market":"us","language":"en","title":"Tesla Needs Musk to Convince Doubters It Has No Demand Issue","url":"https://stock-news.laohu8.com/highlight/detail?id=1187943912","media":"Bloomberg","summary":"Three months ago, Elon Musk sounded a bit exasperated again with the analyst he once cut off for asking what he dismissed as“boring, bonehead” questions.“I mean, I think we've said this now for many y","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/2d1f56ca58e48798589cad79e40ed4de\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Three months ago, Elon Musk sounded a bit exasperated again with the analyst he once cut off for asking what he dismissed as “boring, bonehead” questions.</p><p>“I mean, I think we&#39;ve said this now for many years, and I know it has proven true: Tesla does not have a demand problem,” Musk told AllianceBernstein’s Toni Sacconaghi on the company’s last earnings call. “We have a production problem.”</p><p>Whether he likes it or not, Musk is almost certainly going to have to address this topic again. Some investors will be seeking more reassurance during the third-quarter earnings call this evening that customers are still clamoring for more cars than Tesla’s plants can crank out, after deliveriesfell short of estimates and lagged behind production by more than 22,000 vehicles.</p><h2><img src=\"https://static.tigerbbs.com/3064cbd549e7a0433a86600e25058440\" tg-width=\"638\" tg-height=\"382\" width=\"100%\" height=\"auto\"/></h2><p>Tesla suggested in its quarterly production and deliveriesrelease that this was purely a logistics issue. Transporting vehicles from factories to showroom floors has gotten increasingly challenging and expensive as volumes have grown, so the company ended the quarter with more cars in transit than in the past.</p><p>With borrowing costsincreasing, a US recession looking inevitable and the cheapest Tesla starting at $48,490, the market didn’t take this explanation in stride. Tesla’s stock has been the second-worst performer on the S&amp;P 500 this month, dropping 17% through Tuesday’s close.</p><p>Here’s what else analysts and investors are looking and listening for from Tesla’s earnings report and conference call:</p><h2><b>Batteries</b></h2><p>It’s time for Musk and one of his top deputies, Drew Baglino, to give a substantial update about the status of Tesla’s effort to make its own battery cells in-house.</p><p>What on Earth?The Bloomberg Green newsletter is your guide to the latest in climate news, zero-emission tech and green finance.Sign up to this newsletterMore fromBloombergHyperdriveHyundai Lobbies US to Ease EV Rule That Hurts Foreign CarmakersRich Nations Use ‘Dishonest’ Climate Finance Claims, Oxfam SaysUS Renewable Power Set to Get More Than 20% Boost From New Climate LawGreen Investment Firm Vision Ridge Hires RMI Head Kortenhorst</p><p>Musk and Baglino have variously described the more energy-dense, powerful and longer-range 4680 cells — 46 millimeters in diameter, 80 millimeters in height — as key to Tesla one day producing a $25,000 car and crucial to putting the Semi truck into production. As the effort to make these cells in volume fell behind schedule, Musk suggested early this year that the cheaper model was put on the back burner, and it’s not clear what type of batteries will go into the small batch of Semis shipping to PepsiCo in December.</p><p>In response to one of the many questions about 4680s during last quarter’s earnings call, Musk said they’ll be important to Tesla in 2023, but not this year. Any sign of further slippage in the timeline for these cells would be a letdown.</p><h2><b>China</b></h2><p>Wait times for Tesla Model 3s in China shrank as the quarter came to a close, and the company reportedly offered an insurance subsidy of8,000 yuan($1,100) to stimulate sales. That’s spooked some analysts, with Joe Spak of RBC Capital Markets calling demand in the market “a top concern.”</p><p><img src=\"https://static.tigerbbs.com/ee8687a07f5895d521672b278b0138a9\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>A Tesla showroom in Shanghai.Photographer: Qilai Shen/Bloomberg</p><p>It also will be interesting if Musk’s recent wading into foreign policy is giving any analysts pause. The chief executive officer recentlyrecommendedthat Taiwan hand some control of the island to China to ease rising tensions between Beijing and much of the rest of the world. While this waswell receivedby China, from which Tesla derives almost a quarter of its revenue, the company also has several suppliers in Taiwan and could come undergreater scrutinyfrom Washington.</p><h2><b>Guidance</b></h2><p>Tesla’s deliveries were up about 45% through the first nine months of the year, shy of the 50% average annual growth rate the company has targeted over the course of several years.</p><p>If demand isn’t a concern, as Musk has repeatedly said, the key question is whether Tesla is ramping up production quickly enough at its newest plants in Austin, Texas, and near Berlin to close the gap in this year’s growth rate and meet that lofty goal again in 2023.</p><h2><b>Twitter</b></h2><p>Musk’s $44 billion deal to buy the social media service he uses to keep himself and his companies in the headlines looks back on.</p><p>While it’s gotten surprisingly little airtime on Tesla’s earnings calls, it may come up now that Musk appears to have abandoned his attempt to walk away from a merger agreement. The acquisition has been a drag on the carmaker’s stock because of worries Musk will bespread too thinand may need tosell more sharesto fund the purchase.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Needs Musk to Convince Doubters It Has No Demand Issue</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Needs Musk to Convince Doubters It Has No Demand Issue\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-19 21:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-19/tesla-stock-tsla-recovery-depends-on-convincing-investors-about-demand?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Three months ago, Elon Musk sounded a bit exasperated again with the analyst he once cut off for asking what he dismissed as “boring, bonehead” questions.“I mean, I think we've said this now for many ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-19/tesla-stock-tsla-recovery-depends-on-convincing-investors-about-demand?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-19/tesla-stock-tsla-recovery-depends-on-convincing-investors-about-demand?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187943912","content_text":"Three months ago, Elon Musk sounded a bit exasperated again with the analyst he once cut off for asking what he dismissed as “boring, bonehead” questions.“I mean, I think we've said this now for many years, and I know it has proven true: Tesla does not have a demand problem,” Musk told AllianceBernstein’s Toni Sacconaghi on the company’s last earnings call. “We have a production problem.”Whether he likes it or not, Musk is almost certainly going to have to address this topic again. Some investors will be seeking more reassurance during the third-quarter earnings call this evening that customers are still clamoring for more cars than Tesla’s plants can crank out, after deliveriesfell short of estimates and lagged behind production by more than 22,000 vehicles.Tesla suggested in its quarterly production and deliveriesrelease that this was purely a logistics issue. Transporting vehicles from factories to showroom floors has gotten increasingly challenging and expensive as volumes have grown, so the company ended the quarter with more cars in transit than in the past.With borrowing costsincreasing, a US recession looking inevitable and the cheapest Tesla starting at $48,490, the market didn’t take this explanation in stride. Tesla’s stock has been the second-worst performer on the S&P 500 this month, dropping 17% through Tuesday’s close.Here’s what else analysts and investors are looking and listening for from Tesla’s earnings report and conference call:BatteriesIt’s time for Musk and one of his top deputies, Drew Baglino, to give a substantial update about the status of Tesla’s effort to make its own battery cells in-house.What on Earth?The Bloomberg Green newsletter is your guide to the latest in climate news, zero-emission tech and green finance.Sign up to this newsletterMore fromBloombergHyperdriveHyundai Lobbies US to Ease EV Rule That Hurts Foreign CarmakersRich Nations Use ‘Dishonest’ Climate Finance Claims, Oxfam SaysUS Renewable Power Set to Get More Than 20% Boost From New Climate LawGreen Investment Firm Vision Ridge Hires RMI Head KortenhorstMusk and Baglino have variously described the more energy-dense, powerful and longer-range 4680 cells — 46 millimeters in diameter, 80 millimeters in height — as key to Tesla one day producing a $25,000 car and crucial to putting the Semi truck into production. As the effort to make these cells in volume fell behind schedule, Musk suggested early this year that the cheaper model was put on the back burner, and it’s not clear what type of batteries will go into the small batch of Semis shipping to PepsiCo in December.In response to one of the many questions about 4680s during last quarter’s earnings call, Musk said they’ll be important to Tesla in 2023, but not this year. Any sign of further slippage in the timeline for these cells would be a letdown.ChinaWait times for Tesla Model 3s in China shrank as the quarter came to a close, and the company reportedly offered an insurance subsidy of8,000 yuan($1,100) to stimulate sales. That’s spooked some analysts, with Joe Spak of RBC Capital Markets calling demand in the market “a top concern.”A Tesla showroom in Shanghai.Photographer: Qilai Shen/BloombergIt also will be interesting if Musk’s recent wading into foreign policy is giving any analysts pause. The chief executive officer recentlyrecommendedthat Taiwan hand some control of the island to China to ease rising tensions between Beijing and much of the rest of the world. While this waswell receivedby China, from which Tesla derives almost a quarter of its revenue, the company also has several suppliers in Taiwan and could come undergreater scrutinyfrom Washington.GuidanceTesla’s deliveries were up about 45% through the first nine months of the year, shy of the 50% average annual growth rate the company has targeted over the course of several years.If demand isn’t a concern, as Musk has repeatedly said, the key question is whether Tesla is ramping up production quickly enough at its newest plants in Austin, Texas, and near Berlin to close the gap in this year’s growth rate and meet that lofty goal again in 2023.TwitterMusk’s $44 billion deal to buy the social media service he uses to keep himself and his companies in the headlines looks back on.While it’s gotten surprisingly little airtime on Tesla’s earnings calls, it may come up now that Musk appears to have abandoned his attempt to walk away from a merger agreement. The acquisition has been a drag on the carmaker’s stock because of worries Musk will bespread too thinand may need tosell more sharesto fund the purchase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968110711,"gmtCreate":1669160327233,"gmtModify":1676538159098,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968110711","repostId":"2285504218","repostType":2,"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968134558,"gmtCreate":1669160204775,"gmtModify":1676538159030,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968134558","repostId":"2285504218","repostType":2,"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961112514,"gmtCreate":1668878800838,"gmtModify":1676538123784,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"[LOL]&nbsp;","listText":"[LOL]&nbsp;","text":"[LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961112514","repostId":"1177646844","repostType":2,"repost":{"id":"1177646844","pubTimestamp":1668816096,"share":"https://ttm.financial/m/news/1177646844?lang=&edition=fundamental","pubTime":"2022-11-19 08:01","market":"sg","language":"en","title":"SGX Weekly Review: Temasek-FTX, Warren Buffett’s Big Buy, and Singapore Bank Mortgage Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=1177646844","media":"The Smart Investor","summary":"Welcome to the latest edition of top stock market highlights.Temasek HoldingsInvestment firm Temasek","content":"<html><head></head><body><p>Welcome to the latest edition of top stock market highlights.</p><h2>Temasek Holdings</h2><p>Investment firm Temasek Holdings has been affected by the implosion of popular cryptocurrency trading firm FTX.</p><p>FTX was one of the world’s largest cryptocurrency exchanges before it sought bankruptcy protection last week.</p><p>Its CEO and founder, Sam-Bankman Fried, has also resigned.</p><p>Temasek has released a statement confirming that it will write down its entire US$275 million investment in FTX, regardless of the outcome of the latter’s bankruptcy filing.</p><p>The US$275 million investment was made in two separate tranches between October 2021 to January 2022 for a 2.5% stake in the cryptocurrency outfit.</p><p>It also clarified that it did not invest directly in cryptocurrencies.</p><p>The due diligence process for FTX was extensive and lasted approximately eight months, during which Temasek reviewed the cryptocurrency exchange’s audited financial statements and spoke to numerous people familiar with FTX and its operations.</p><p>Its US$275 million investment made up 0.09% of its total portfolio value of US$403 billion as of 31 March 2022.</p><p>Temasek’s rationale for investing in FTX is based on its belief that cryptocurrency exchanges form a key part of the global financial system.</p><p>Hence, its thesis involved gaining exposure to the crypto markets indirectly through a fee-based model with no trading or balance sheet risk (as no direct investment in any cryptocurrency was made).</p><p>Early-stage investments in such nascent companies make up just 6% of its entire portfolio.</p><p>Thus far, such investments have, on average, generated a mid-teens rate of returns even though such investments are inherently riskier.</p><h2>Warren Buffett and <a href=\"https://laohu8.com/S/TSM\">TSMC</a></h2><p>It’s been a tepid period for the semiconductor industry as chip makers have downgraded their revenue forecasts in light of slowing demand.</p><p>The COVID-fuelled boom had initially led to a chronic undersupply situation as many chip makers ramped up production aggressively to tackle the shortage.</p><p>The pendulum has now swung to the other extreme.</p><p>Chip makers such as Micron Technology (NASDAQ: MU) are scaling back on their capital spending plans for 2023 while clearing excess inventory.</p><p>Intel (NASDAQ: INTC) has also reported waning demand for personal computers as it conducts layoffs to reduce staff costs.</p><p>Amid the gloom, one of the world’s best investors, Warren Buffett, has taken an opposing view.</p><p>The Oracle of Omaha, as he is sometimes called, has scooped up US$5 billion worth of Taiwan Semiconductor Manufacturing Company (NYSE: TSM), or TSMC for his conglomerate Berkshire Hathaway (NYSE: BRK.B).</p><p>Berkshire disclosed that it acquired around 60 million American Depository Receipts (ADRs) of TSMC for the quarter ended 30 September 2022.</p><p>TSMC is the world’s leading chip maker and counts technology giants such as Apple (NASDAQ: AAPL) as its clients.</p><p>It also manufactures semiconductors for clients such as Nvidia (NASDAQ: NVDA) and Qualcomm (NASDAQ: QCOM).</p><p>The nonagenarian investor has a history of shying away from the technology sector in his earlier years but has altered his stance recently by allocating an increasing proportion of Berkshire’s investments to the technology sector.</p><p>Whether Buffett’s bet on TSMC will work out or not remains to seen, but investors should remember that his investments are typically long-term and that he is giving a vote of confidence to semiconductors.</p><h2>Singapore bank mortgage rates</h2><p>As the US Federal Reserve raises its benchmark rates further, the local banks have also hiked their mortgage rates northward.</p><p>It’s the second time in as many months that home loan interest rates have increased.</p><p>All three banks last adjusted their home loan rates in October.</p><p>Back then, DBS Group (SGX: D05) had fired the first salvo by raising its four fixed-rate loan packages to 3.5%.</p><p>Not to be outdone, United Overseas Bank Ltd (SGX: U11), or UOB, raised its two and three-year fixed rate home loan packages to 3.75% and 3.85%, respectively.</p><p>OCBC Ltd (SGX: O39) followed suit by adjusting its two-year fixed rate package to 3.5%, too.</p><p>This round, the banks have bumped up their fixed rate loans to as high as 4.5%.</p><p>DBS’ four fixed-rate loan packages are all set at 4.25% while OCBC’s one and two-year fixed rate mortgage loans are priced at 4.3%.</p><p>UOB now has the highest rates of the trio, with its two-year package fixed at 4.5%.</p><p>With the latest increase, homeowners that need to refinance are left in a quandary.</p><p>They can choose a floating-rate loan such as the one DBS Group is offering. It is priced at 1% above the three-month compounded Singapore Overnight Rate Average (SORA) which is currently at 2.663%.</p><p>The borrowing rate will be lower, at 3.663, than its fixed rate loans of 4.5%, but there is a two-year lock-in period.</p><p>The problem is that any further increases in SORA will then bump up the floating up without the borrower being able to refinance.</p><p>And it looks increasingly like the US central bank is committing to further hikes to stub out high inflation.</p><p>Yet, if the same homeowner chooses a fixed rate package, he or she stands to pay substantially more than in interest payments compared to a year ago.</p><p>It’s not an easy choice, but perhaps these homeowners can park some of their spare cash in shares of DBS Group to somewhat offset the higher interest.</p><p>The lender’s shares are offering a trailing 12-month dividend yield of 4% right now.</p></body></html>","source":"lsy1602567310727","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>SGX Weekly Review: Temasek-FTX, Warren Buffett’s Big Buy, and Singapore Bank Mortgage Rates</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\">\nSGX Weekly Review: Temasek-FTX, Warren Buffett’s Big Buy, and Singapore Bank Mortgage Rates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-temasek-ftx-warren-buffetts-big-buy-and-singapore-bank-mortgage-rates/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to the latest edition of top stock market highlights.Temasek HoldingsInvestment firm Temasek Holdings has been affected by the implosion of popular cryptocurrency trading firm FTX.FTX was one ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-temasek-ftx-warren-buffetts-big-buy-and-singapore-bank-mortgage-rates/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-temasek-ftx-warren-buffetts-big-buy-and-singapore-bank-mortgage-rates/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177646844","content_text":"Welcome to the latest edition of top stock market highlights.Temasek HoldingsInvestment firm Temasek Holdings has been affected by the implosion of popular cryptocurrency trading firm FTX.FTX was one of the world’s largest cryptocurrency exchanges before it sought bankruptcy protection last week.Its CEO and founder, Sam-Bankman Fried, has also resigned.Temasek has released a statement confirming that it will write down its entire US$275 million investment in FTX, regardless of the outcome of the latter’s bankruptcy filing.The US$275 million investment was made in two separate tranches between October 2021 to January 2022 for a 2.5% stake in the cryptocurrency outfit.It also clarified that it did not invest directly in cryptocurrencies.The due diligence process for FTX was extensive and lasted approximately eight months, during which Temasek reviewed the cryptocurrency exchange’s audited financial statements and spoke to numerous people familiar with FTX and its operations.Its US$275 million investment made up 0.09% of its total portfolio value of US$403 billion as of 31 March 2022.Temasek’s rationale for investing in FTX is based on its belief that cryptocurrency exchanges form a key part of the global financial system.Hence, its thesis involved gaining exposure to the crypto markets indirectly through a fee-based model with no trading or balance sheet risk (as no direct investment in any cryptocurrency was made).Early-stage investments in such nascent companies make up just 6% of its entire portfolio.Thus far, such investments have, on average, generated a mid-teens rate of returns even though such investments are inherently riskier.Warren Buffett and TSMCIt’s been a tepid period for the semiconductor industry as chip makers have downgraded their revenue forecasts in light of slowing demand.The COVID-fuelled boom had initially led to a chronic undersupply situation as many chip makers ramped up production aggressively to tackle the shortage.The pendulum has now swung to the other extreme.Chip makers such as Micron Technology (NASDAQ: MU) are scaling back on their capital spending plans for 2023 while clearing excess inventory.Intel (NASDAQ: INTC) has also reported waning demand for personal computers as it conducts layoffs to reduce staff costs.Amid the gloom, one of the world’s best investors, Warren Buffett, has taken an opposing view.The Oracle of Omaha, as he is sometimes called, has scooped up US$5 billion worth of Taiwan Semiconductor Manufacturing Company (NYSE: TSM), or TSMC for his conglomerate Berkshire Hathaway (NYSE: BRK.B).Berkshire disclosed that it acquired around 60 million American Depository Receipts (ADRs) of TSMC for the quarter ended 30 September 2022.TSMC is the world’s leading chip maker and counts technology giants such as Apple (NASDAQ: AAPL) as its clients.It also manufactures semiconductors for clients such as Nvidia (NASDAQ: NVDA) and Qualcomm (NASDAQ: QCOM).The nonagenarian investor has a history of shying away from the technology sector in his earlier years but has altered his stance recently by allocating an increasing proportion of Berkshire’s investments to the technology sector.Whether Buffett’s bet on TSMC will work out or not remains to seen, but investors should remember that his investments are typically long-term and that he is giving a vote of confidence to semiconductors.Singapore bank mortgage ratesAs the US Federal Reserve raises its benchmark rates further, the local banks have also hiked their mortgage rates northward.It’s the second time in as many months that home loan interest rates have increased.All three banks last adjusted their home loan rates in October.Back then, DBS Group (SGX: D05) had fired the first salvo by raising its four fixed-rate loan packages to 3.5%.Not to be outdone, United Overseas Bank Ltd (SGX: U11), or UOB, raised its two and three-year fixed rate home loan packages to 3.75% and 3.85%, respectively.OCBC Ltd (SGX: O39) followed suit by adjusting its two-year fixed rate package to 3.5%, too.This round, the banks have bumped up their fixed rate loans to as high as 4.5%.DBS’ four fixed-rate loan packages are all set at 4.25% while OCBC’s one and two-year fixed rate mortgage loans are priced at 4.3%.UOB now has the highest rates of the trio, with its two-year package fixed at 4.5%.With the latest increase, homeowners that need to refinance are left in a quandary.They can choose a floating-rate loan such as the one DBS Group is offering. It is priced at 1% above the three-month compounded Singapore Overnight Rate Average (SORA) which is currently at 2.663%.The borrowing rate will be lower, at 3.663, than its fixed rate loans of 4.5%, but there is a two-year lock-in period.The problem is that any further increases in SORA will then bump up the floating up without the borrower being able to refinance.And it looks increasingly like the US central bank is committing to further hikes to stub out high inflation.Yet, if the same homeowner chooses a fixed rate package, he or she stands to pay substantially more than in interest payments compared to a year ago.It’s not an easy choice, but perhaps these homeowners can park some of their spare cash in shares of DBS Group to somewhat offset the higher interest.The lender’s shares are offering a trailing 12-month dividend yield of 4% right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963113521,"gmtCreate":1668616455863,"gmtModify":1676538085441,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"[Sad]&nbsp;","listText":"[Sad]&nbsp;","text":"[Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963113521","repostId":"1135515439","repostType":2,"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983179280,"gmtCreate":1666193097340,"gmtModify":1676537720791,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Move to the flow","listText":"Move to the flow","text":"Move to the flow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983179280","repostId":"1137144755","repostType":2,"repost":{"id":"1137144755","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":1666189835,"share":"https://ttm.financial/m/news/1137144755?lang=&edition=fundamental","pubTime":"2022-10-19 22:30","market":"us","language":"en","title":"Dow Climbs 100 Points in Choppy Trading As Investors Weigh Solid Earnings, Rising Yields","url":"https://stock-news.laohu8.com/highlight/detail?id=1137144755","media":"Tiger Newspress","summary":"Stocks edged higher on Wednesday as Wall Street struggled to extend its rally despite another strong","content":"<html><head></head><body><p>Stocks edged higher on Wednesday as Wall Street struggled to extend its rally despite another strong batch of corporate earnings.</p><p>The Dow Jones Industrial Average added 117 points, or 0.38%. The S&amp;P 500 and Nasdaq ticked up 0.1% and 0.2% respectively.</p><p><img src=\"https://static.tigerbbs.com/24fbbac810b8a96cea47c401ee40431c\" tg-width=\"954\" tg-height=\"180\" width=\"100%\" height=\"auto\"/></p><p>The tepid moves came even as Netflix shares rallied 15% after the streaming giantposted earnings and revenue that beat estimates as well as strong subscriber growth for the third quarter. United Airlines climbed more than 7% after it also beat estimates on the top and bottom lines.</p><p>The solid start to earnings season comes as many on Wall Street have been resetting their earnings projections lower and investors are worried about a recession. Even though equities have rallied in the first two days of the week, Treasury yields remain high and rose on Wednesday, suggesting that recession fears are still intact.</p><p>The 10-year Treasury yield jumped to 4.073% on Wednesday.</p><p>“On the plus side, corporate earnings season may help investor confidence somewhat, just given current oversold conditions and reduced expectations. That should help equities keep their footing, but until we see 2-year and 10-year yields start to decline we think traders and investors should remain wary of expecting too much from this rally,” said Nick Colas of DataTrek Research.</p><p>Among the biggest loses in the Nasdaq was Chinese tech stock JD.com, falling more than 4%. Abbott Labs was one of the worst performers in the S&amp;P 500, falling over 7% despite beating third-quarter expectations.</p><p>Tech earnings will be in full swing next week, but IBM and Tesla are on deck to report Wednesday. Social media firm Snap will report later in the week.</p><p>In economic data, investors are looking forward to housing starts on Wednesday. The Federal Reserve’s so-called Beige Book, the central bank’s report on the current state of economic conditions, will come out as well.</p><p>Wednesday’s moves came after another strong day for stocks, with the Dow rallying about 337 points Tuesday and the S&amp;P 500 gaining 1.1%.</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>Dow Climbs 100 Points in Choppy Trading As Investors Weigh Solid Earnings, Rising Yields</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\">\nDow Climbs 100 Points in Choppy Trading As Investors Weigh Solid Earnings, Rising Yields\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\">2022-10-19 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks edged higher on Wednesday as Wall Street struggled to extend its rally despite another strong batch of corporate earnings.</p><p>The Dow Jones Industrial Average added 117 points, or 0.38%. The S&amp;P 500 and Nasdaq ticked up 0.1% and 0.2% respectively.</p><p><img src=\"https://static.tigerbbs.com/24fbbac810b8a96cea47c401ee40431c\" tg-width=\"954\" tg-height=\"180\" width=\"100%\" height=\"auto\"/></p><p>The tepid moves came even as Netflix shares rallied 15% after the streaming giantposted earnings and revenue that beat estimates as well as strong subscriber growth for the third quarter. United Airlines climbed more than 7% after it also beat estimates on the top and bottom lines.</p><p>The solid start to earnings season comes as many on Wall Street have been resetting their earnings projections lower and investors are worried about a recession. Even though equities have rallied in the first two days of the week, Treasury yields remain high and rose on Wednesday, suggesting that recession fears are still intact.</p><p>The 10-year Treasury yield jumped to 4.073% on Wednesday.</p><p>“On the plus side, corporate earnings season may help investor confidence somewhat, just given current oversold conditions and reduced expectations. That should help equities keep their footing, but until we see 2-year and 10-year yields start to decline we think traders and investors should remain wary of expecting too much from this rally,” said Nick Colas of DataTrek Research.</p><p>Among the biggest loses in the Nasdaq was Chinese tech stock JD.com, falling more than 4%. Abbott Labs was one of the worst performers in the S&amp;P 500, falling over 7% despite beating third-quarter expectations.</p><p>Tech earnings will be in full swing next week, but IBM and Tesla are on deck to report Wednesday. Social media firm Snap will report later in the week.</p><p>In economic data, investors are looking forward to housing starts on Wednesday. The Federal Reserve’s so-called Beige Book, the central bank’s report on the current state of economic conditions, will come out as well.</p><p>Wednesday’s moves came after another strong day for stocks, with the Dow rallying about 337 points Tuesday and the S&amp;P 500 gaining 1.1%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137144755","content_text":"Stocks edged higher on Wednesday as Wall Street struggled to extend its rally despite another strong batch of corporate earnings.The Dow Jones Industrial Average added 117 points, or 0.38%. The S&P 500 and Nasdaq ticked up 0.1% and 0.2% respectively.The tepid moves came even as Netflix shares rallied 15% after the streaming giantposted earnings and revenue that beat estimates as well as strong subscriber growth for the third quarter. United Airlines climbed more than 7% after it also beat estimates on the top and bottom lines.The solid start to earnings season comes as many on Wall Street have been resetting their earnings projections lower and investors are worried about a recession. Even though equities have rallied in the first two days of the week, Treasury yields remain high and rose on Wednesday, suggesting that recession fears are still intact.The 10-year Treasury yield jumped to 4.073% on Wednesday.“On the plus side, corporate earnings season may help investor confidence somewhat, just given current oversold conditions and reduced expectations. That should help equities keep their footing, but until we see 2-year and 10-year yields start to decline we think traders and investors should remain wary of expecting too much from this rally,” said Nick Colas of DataTrek Research.Among the biggest loses in the Nasdaq was Chinese tech stock JD.com, falling more than 4%. Abbott Labs was one of the worst performers in the S&P 500, falling over 7% despite beating third-quarter expectations.Tech earnings will be in full swing next week, but IBM and Tesla are on deck to report Wednesday. Social media firm Snap will report later in the week.In economic data, investors are looking forward to housing starts on Wednesday. The Federal Reserve’s so-called Beige Book, the central bank’s report on the current state of economic conditions, will come out as well.Wednesday’s moves came after another strong day for stocks, with the Dow rallying about 337 points Tuesday and the S&P 500 gaining 1.1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917640589,"gmtCreate":1665513693342,"gmtModify":1676537618622,"author":{"id":"4097757798233570","authorId":"4097757798233570","name":"Kennytth","avatar":"https://community-static.tradeup.com/news/9f6ba6d4a11e73c06f36cadd5a4473cb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097757798233570","authorIdStr":"4097757798233570"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917640589","repostId":"1126298657","repostType":2,"repost":{"id":"1126298657","pubTimestamp":1665501481,"share":"https://ttm.financial/m/news/1126298657?lang=&edition=fundamental","pubTime":"2022-10-11 23:18","market":"us","language":"en","title":"Tesla Is A Bargain With Optimus And Recent Events","url":"https://stock-news.laohu8.com/highlight/detail?id=1126298657","media":"Seeking Alpha","summary":"SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, despit","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.</li><li>Many positive catalysts have materialized around Tesla recently, despite the fact that the stock suffered one of its heaviest losses in recent years.</li><li>We judge that the automotive component of Tesla&#39;s business should be able to outperform broad benchmarks, allowing the stock to achieve double-digit annual returns.</li><li>Tesla is expanding across most major emerging industries, presumably including energy, transportation, computing, manufacturing, robotics and more.</li></ul><p>Tesla (NASDAQ: TSLA) introduced its highly anticipated Optimus/ Bumble C robot this week atAI Day. There were also a slew of news announcements from Tesla and others that had very positive implications for the future. Nevertheless, Tesla shares this week seem headed for their longest losing streak since March 2021.</p><p>We think that Tesla&#39;s new humanoid robot, in addition to developments in their real world AI, computing and other Tesla products currently represent a very attractive buying opportunity for long-term holders of the stock, and we expect it to outperform broad benchmarks even in times of macroeconomic distress.</p><p><img src=\"https://static.tigerbbs.com/194dff43d71f26606d51256c830a4945\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Bumble C</p><p>As Tesla&#39;s Humanoid Robot is still under development, they were able to show their prototype &#34;Bumble C,&#34; which is to become a low-cost and mass-producible Optimus robot.</p><p>The initial release and demonstration of the product was followed by a variety ofreactions from expertsin the robotics industry and the investment community. Interestingly, Tesla received high praise from experts from the robotics industry, while there were many skeptics from the investment community.</p><p><img src=\"https://static.tigerbbs.com/c6d0c0a5d8694dfa2f56d1cf75ee8831\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>We want to highlight the key differences between what makes Tesla&#39;s bot so different from competitors such as Boston Dynamics, Honda and others:</p><ul><li>Optimus is intended for mass production (i.e., thousands or millions of units).</li><li>Project progress was made in just 6 to 8 months, compared with decades at competitors.</li><li>The robot is expected to be affordable, costing only US$20K to manufacture, or &#34;significantly less expensive than an EV.&#34;</li><li>Tesla has a formidable AI advantage in the real world thanks to data collection efforts such as their FSD beta.</li><li>It is built for efficiency, and optimized for defined tasks rather than optimized for aesthetics.</li></ul><p><img src=\"https://static.tigerbbs.com/48961fc406e0289960175b055105f015\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>Critics who compared the Optimus prototype to Boston Dynamics, for example, should note that Boston Dynamics has been aroundfor 30 years, and their humanoid robot Atlas has been in development for nearly 10 years, rather than 6 to 8 months. Boston Dynamics has also shown no intention of mass-producing their Atlas Robot, or at what price. However, their smaller robot dog, Spot, is currently available at a price ofabout US$75,000. At a price of US$20,000, not only small businesses but also households should be able to afford an Optimus robot.</p><p>The same goes for other concepts, such asHonda&#39;s Asimorobot, a humanoid robot that has been in development since the 1980s and was officially created in the year 2000. Although initially intended for mass development, Honda stopped producing Asimo robots to &#34;focus on more practical applications.&#34; None were actually sold, but Hondagave a pseudo quote of as much as $2.5 million per robot.</p><p>Tesla&#39;s robot may not have the same dexterity and human-like character because it is not primarily intended to perform tasks such as parkour or dancing. We also believe that Tesla, thanks to its real-world data collection, for example with FSD Beta, and its fleet ofmore than 3 million cars, has a head start on developing a functional AI-driven humanoid robot.</p><p><img src=\"https://static.tigerbbs.com/5780d19805b143394d1cccb72a98ac6d\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>It is also important to note that this event was not aimed at investors, as thesole purpose was to recruit the best possible talent for Tesla and their Optimus project. We believe that recruiting the most talented engineers and employees at Tesla is a huge advantage for innovation within the company and to stay ahead of the competition.</p><p>For example, a recent survey of 49,197 American studentsby Universum, which specializes in employer branding, found that Tesla and SpaceX were named as their ideal employers. The combination of the ability to attract the best team of engineers, expertise in scaling and mass production, combined with a strong lead in data collection and years of expertise in real-world AI development, leads us to consider that Tesla is poised to become the leading company in humanoid robotics.</p><p><img src=\"https://static.tigerbbs.com/9fbe300b4c6989fade2f3522cfee49eb\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>The Cost Savings</p><p>One of the main reasons Tesla is likely to make robots for a price tag of only US$20K is probably their ability to scale, vertically integrate and simplify concepts by leveraging their advances in automotive technology. Remember, Tesla specializes in &#34;building the machine that builds the machine,&#34; like their Gigafactories.</p><p>For example,in their Q2 report, they showed that the number of robots in their gigafactory body shop could be reduced by 70% compared to their first Model 3 body shop through large castings and parts consolidation. They are still on a quest for simplification with each new product and factory. Another example could be Tesla, which reportedlyremoved the ultrasonic sensorson Model 3 and Model Y vehicles because they are more confident in their AI and full self-driving capabilities.</p><p>Vertical integration in innovation is always an important concept because the unit price of certain components can drop significantly as a result ofWright&#39;s Law. For example, according to Wright&#39;s law, the cost of batteries drops 28% for every cumulative doubling of the number of units produced. That concept could be accelerated, as some of the robots&#39; components have similarities to what is used in EVs, and could be vertically integrated. The Optimus robots could also be used in Tesla&#39;s own production chain, producing more cars and robots.</p><p><img src=\"https://static.tigerbbs.com/bb9b7b69eca0bcc3d547dcee35162406\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>There is still some debate whether Tesla will sell the robots at a fixed price, lease them, or possibly require an annual subscription for the robot and its software. If the Optimus could be produced for US$20K, it could represent a significant cost savings for employers that completely exceeds the output and productivity of an average worker. Tesla&#39;s FSD Beta software alone currently costs US$15K, and sells very well.</p><p>Compared to the average US work week, which is about 38.7 hours, Optimus can stay connected 24/7 when working in a factory, bringing the total work week to 168 hours. That&#39;s a 4x increase in output. Let&#39;s say the robot can replace 4 full-time factory or warehouse workers performing boring and repetitive tasks, employers could save up to$29,250 per employeeper year.</p><p>That makes $117,000 per robot per year, since its output is more than 4 times that of an employee. If the average lifetime of a robot is 8 years, this means a value of $936,000 per robot over its lifetime. This does not include the cost of employing workers, elimination of personnel costs, worker training and productivity loss due to illness or injury. Each year, approximately 2.3 million people worldwide suffer a work-related injury.</p><p><img src=\"https://static.tigerbbs.com/b7e5dc767ae2f36f0f5ba809cf7b9637\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>With a value of US$936,000 and a COGS of US$20,000 in mass production, each unit produced could generate US$916,000 in value. Suppose Tesla takes a 30% gross margin on the value of this robot, just as they dowith their cars, that leaves another US$274,800 in gross profit per unit produced, or US$274.8BN per million units produced.</p><p>The big difference in why Tesla could succeed in building a truly intelligent robot capable of performing realistic tasks lies in itsdata advantageand its unique ability to collect data in real time. Even as we speak, thousands of cars worldwide on FSD Beta are collecting data to train Tesla&#39;s AI. It has been collecting such data since 2014, has a dataset of 4.8 million clips and has trained 75,778 models.</p><p><img src=\"https://static.tigerbbs.com/5ee780b98aa96a00300a696e280cf786\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>Tesla also showed that it is serious about AI, by giving us a big update on their Dojo supercomputer they are building, and what plans they have for it. Tesla currently still uses a lot of Nvidia (NVDA) GPUs, but plans to increase its own capabilities for training its neural net.</p><p>It should also significantly reduce costs, and help Tesla maintain a data advantage. As Tesla&#39;s fleet grows exponentially with increased production and therollout of FSD betato more users, the amount of data Tesla and FSD beta collect in real-world applications also scales exponentially. Currently, Tesla has already driven over 35 million miles with its FSD beta cumulatively. Currently, they appear to be adding 10 million miles per quarter and expanding exponentially.</p><p>Tesla currently claims that it can replace 6 GPU boxes with just 1Dojo tile, which they also claim costs less than 1 GPU box itself, further significantly improving their cost efficiency and form factor in building out their AI systems.</p><p><img src=\"https://static.tigerbbs.com/f969773a012764dc54e04de9cedeaa0e\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>The Automotive Side</p><p>Tesla has ventured into many areas, including batteries, solar, AI, self-driving, computers, robotics and more. While all of these ventures are promising and show great potential, we believe Tesla&#39;s auto side itself can generate better returns than broad benchmarks such as the S&amp;P 500 (SPY).</p><p>In the transition to EVs, we believe that with Wright&#39;s Law in place,EVs will be on parin price with ICE vehicles by next year 2024, and it will be a no-brainer to buy an EV. Especially as US oil prices remain high.OPEC+, for example, announced this week a production cut of 2 million barrels per day. Not only will it become cheaper to buy an EV, including tax breaks, but it will also likely cost less to maintain and refuel, increasing the adoption rate exponentially.</p><p>In 2021, the EV adoption rate was 6.6%, and we believe that by 2030 about 60% of car sales will be EVs, as EVs continue to fall below the same price as ICE vehicles as explained in our previous model. Under our assumptions, Tesla&#39;s market share in EVs will remain stagnant at 20% as competition enters the market. If both criteria are met, Tesla is expected to sell 10.8 million vehicles per year by 2030.</p><p><img src=\"https://static.tigerbbs.com/98543a4dc086e1db225ea538cc5c71f3\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>This is also in line withElon Musk&#39;s expectationto have a fleet of more than 100 million cars in 10 years. Tesla has set a goal of producing more than double our estimate of 20 million units by 2030. However, we believe Tesla&#39;s average selling price will drop from US$50,450 in 2021 to US$42,000 in 2030 as a result of a new smaller sedan, with a target price closer to US$25,000-US$35,0000, in addition to a price cut to keep up with competitive pressures.</p><p>For a more in-depth explanation of our parameters for our valuation, please read our previous valuation modelpublished here on Seeking Alpha. We expect Tesla to generate approximately US$172.37BN in gross automotive revenue by 2030, with a gross margin of up to 38%.</p><p><img src=\"https://static.tigerbbs.com/2fa7a1659836da3ee6ab572806224152\" tg-width=\"640\" tg-height=\"131\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Calculations</p><p>OpEx is also likely to improve significantly over time, as Elon Musk himself alluded that &#34;OpEx. is embarrassingly high.&#34; Tesla&#39;s adjusted EBITDA margin was 21.6% in 2021, which we predict could reach 32% over the next 8 years. These improvements include cost reductions, historical margin improvement, expansion of software-based revenues and low fixed costs.</p><p>This would lead us to a final adjusted EBITDA of US$145.15 billion for the automotive section. If 5% annualshare dilutionis also taken into account, that would lead to adjusted EBITDA of US$31.42 per share by 2030. At a reasonable multiple of 16x, we expect Tesla&#39;s auto section to propel Tesla to $502.67 per share, or a CAGR of 10.7% that exceeds the historical average return of the S&amp;P 500.</p><p><img src=\"https://static.tigerbbs.com/fd7f2dced45f19caff10798400d7a8bf\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>We used the mean of theS&amp;P 500 multiplier, but Tesla could be trading higher at that point because it could also be valued as a software company trading atmuch higher multiples. Also note that the S&amp;P 500 is more likely to trade below its historical average return because economic growth is currently stalling.</p><p>Developments, Macroeconomics &amp; Risks</p><p>While many critics expect Tesla to have a demand-side problem, we believe the opposite is true. Tesla historically and still has a huge order backlog, and has recently had toraise pricesagain to ensure that the customer experience does not suffer from immense wait times.</p><p>According toTeslike, which tracks Tesla data, the company still has a backlog of 317,000 vehicles despite price increases. This continuous backlog of orders could also serve as a great buffer if we are heading for anearnings recessionby the end of this year, as we and many economists expect.</p><p>In contrast, looking at economic indicators, we see an environment of rising yields, which are expected to rise to 4.5-4.75% by next year, making it more expensive for Tesla to expand operations, raise additional capital to build new Gigafactories and ramp up production as previously planned in a 0 interest rate environment, they face macroeconomic headwinds.</p><p><img src=\"https://static.tigerbbs.com/0104878c08973b5c44e0881be20c144d\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>On the other hand, OPEC+ announced this week its intention to cut production by2 million barrels per day as the group seeks to keep crude above $90 per barrel. This would also boost demand and accelerate the use of EVs as they reach the same price as ICE vehicles. Another big risk for Tesla is the production, or scaling up of its batteries,specifically 4680s in the future.</p><p>Tesla also announced this week itsdeliveries for Q22022: 365,923 vehicles were produced and 343,830 delivered, which was less than the deliveries expected by Wall Street. While some investors thought it was due to a &#34;demand-side problem,&#34; Tesla mentioned that it was actually due to the fact that it is &#34;increasingly challenging to secure vehicle transportation capacity, and at a reasonable cost during peak logistics weeks.&#34; We think Tesla made the right decision, saving capital for investors rather than placing hasty orders toward the end of the quarter to meet Wall Street&#39;s expectations.</p><p>Tesla also recently received aninvestment graderating for its bonds for the first time, meaning they are rated BBB by S&amp;P global and are no longer &#34;junk bonds.&#34; Even more good news came this week, as Elon Musk also hinted that Tesla will start production onDecember 1stand deliver its first Semitruck to customer Pepsi. This means that Tesla could be sending us a positive signal about its 4680s battery production and is ready to disrupt a new segment of the auto industry.</p><p><img src=\"https://static.tigerbbs.com/7faae7db7817551fd0be2c8bcc40fe0c\" tg-width=\"640\" tg-height=\"378\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>The Bottom Line</p><p>Optimus could give Tesla a huge boost in cash flow, if it manages to solve and integrate true AI into its Optimus robot and can mass produce it at very low cost. According to our assumptions, Tesla looks like an attractive investment, as the company is expected to outperform historical average benchmarks such as the S&amp;P 500 with its automotive operations alone.</p><p>Other complementary activities that generate cash flow, such as solar, batteries, Optimus, AI, computer applications and others, have great potential and could push the company&#39;s valuation beyond the $502.67 per share target, giving investors additional alpha if the projects succeed and are widely implemented. We believe Tesla&#39;s expertise in &#34;building the machines that make the machines&#34; puts them in pole position to dominate the innovative sectors in which Tesla operates.</p><p>In essence, we fully support Elon Musk&#39;s view at AI Day that Tesla is essentially a succession of tech start-ups trying to solve some of the most difficult problems. All the recent positive news, amid one of Tesla&#39;s biggest one-week declines, makes Tesla stock all the more attractive to buy at this time, in our opinion.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is A Bargain With Optimus And Recent Events</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is A Bargain With Optimus And Recent Events\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126298657","content_text":"SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, despite the fact that the stock suffered one of its heaviest losses in recent years.We judge that the automotive component of Tesla's business should be able to outperform broad benchmarks, allowing the stock to achieve double-digit annual returns.Tesla is expanding across most major emerging industries, presumably including energy, transportation, computing, manufacturing, robotics and more.Tesla (NASDAQ: TSLA) introduced its highly anticipated Optimus/ Bumble C robot this week atAI Day. There were also a slew of news announcements from Tesla and others that had very positive implications for the future. Nevertheless, Tesla shares this week seem headed for their longest losing streak since March 2021.We think that Tesla's new humanoid robot, in addition to developments in their real world AI, computing and other Tesla products currently represent a very attractive buying opportunity for long-term holders of the stock, and we expect it to outperform broad benchmarks even in times of macroeconomic distress.Bumble CAs Tesla's Humanoid Robot is still under development, they were able to show their prototype \"Bumble C,\" which is to become a low-cost and mass-producible Optimus robot.The initial release and demonstration of the product was followed by a variety ofreactions from expertsin the robotics industry and the investment community. Interestingly, Tesla received high praise from experts from the robotics industry, while there were many skeptics from the investment community.Tesla AI DayWe want to highlight the key differences between what makes Tesla's bot so different from competitors such as Boston Dynamics, Honda and others:Optimus is intended for mass production (i.e., thousands or millions of units).Project progress was made in just 6 to 8 months, compared with decades at competitors.The robot is expected to be affordable, costing only US$20K to manufacture, or \"significantly less expensive than an EV.\"Tesla has a formidable AI advantage in the real world thanks to data collection efforts such as their FSD beta.It is built for efficiency, and optimized for defined tasks rather than optimized for aesthetics.Tesla AI DayCritics who compared the Optimus prototype to Boston Dynamics, for example, should note that Boston Dynamics has been aroundfor 30 years, and their humanoid robot Atlas has been in development for nearly 10 years, rather than 6 to 8 months. Boston Dynamics has also shown no intention of mass-producing their Atlas Robot, or at what price. However, their smaller robot dog, Spot, is currently available at a price ofabout US$75,000. At a price of US$20,000, not only small businesses but also households should be able to afford an Optimus robot.The same goes for other concepts, such asHonda's Asimorobot, a humanoid robot that has been in development since the 1980s and was officially created in the year 2000. Although initially intended for mass development, Honda stopped producing Asimo robots to \"focus on more practical applications.\" None were actually sold, but Hondagave a pseudo quote of as much as $2.5 million per robot.Tesla's robot may not have the same dexterity and human-like character because it is not primarily intended to perform tasks such as parkour or dancing. We also believe that Tesla, thanks to its real-world data collection, for example with FSD Beta, and its fleet ofmore than 3 million cars, has a head start on developing a functional AI-driven humanoid robot.Tesla AI DayIt is also important to note that this event was not aimed at investors, as thesole purpose was to recruit the best possible talent for Tesla and their Optimus project. We believe that recruiting the most talented engineers and employees at Tesla is a huge advantage for innovation within the company and to stay ahead of the competition.For example, a recent survey of 49,197 American studentsby Universum, which specializes in employer branding, found that Tesla and SpaceX were named as their ideal employers. The combination of the ability to attract the best team of engineers, expertise in scaling and mass production, combined with a strong lead in data collection and years of expertise in real-world AI development, leads us to consider that Tesla is poised to become the leading company in humanoid robotics.Tesla AI DayThe Cost SavingsOne of the main reasons Tesla is likely to make robots for a price tag of only US$20K is probably their ability to scale, vertically integrate and simplify concepts by leveraging their advances in automotive technology. Remember, Tesla specializes in \"building the machine that builds the machine,\" like their Gigafactories.For example,in their Q2 report, they showed that the number of robots in their gigafactory body shop could be reduced by 70% compared to their first Model 3 body shop through large castings and parts consolidation. They are still on a quest for simplification with each new product and factory. Another example could be Tesla, which reportedlyremoved the ultrasonic sensorson Model 3 and Model Y vehicles because they are more confident in their AI and full self-driving capabilities.Vertical integration in innovation is always an important concept because the unit price of certain components can drop significantly as a result ofWright's Law. For example, according to Wright's law, the cost of batteries drops 28% for every cumulative doubling of the number of units produced. That concept could be accelerated, as some of the robots' components have similarities to what is used in EVs, and could be vertically integrated. The Optimus robots could also be used in Tesla's own production chain, producing more cars and robots.Tesla AI DayThere is still some debate whether Tesla will sell the robots at a fixed price, lease them, or possibly require an annual subscription for the robot and its software. If the Optimus could be produced for US$20K, it could represent a significant cost savings for employers that completely exceeds the output and productivity of an average worker. Tesla's FSD Beta software alone currently costs US$15K, and sells very well.Compared to the average US work week, which is about 38.7 hours, Optimus can stay connected 24/7 when working in a factory, bringing the total work week to 168 hours. That's a 4x increase in output. Let's say the robot can replace 4 full-time factory or warehouse workers performing boring and repetitive tasks, employers could save up to$29,250 per employeeper year.That makes $117,000 per robot per year, since its output is more than 4 times that of an employee. If the average lifetime of a robot is 8 years, this means a value of $936,000 per robot over its lifetime. This does not include the cost of employing workers, elimination of personnel costs, worker training and productivity loss due to illness or injury. Each year, approximately 2.3 million people worldwide suffer a work-related injury.Tesla AI DayWith a value of US$936,000 and a COGS of US$20,000 in mass production, each unit produced could generate US$916,000 in value. Suppose Tesla takes a 30% gross margin on the value of this robot, just as they dowith their cars, that leaves another US$274,800 in gross profit per unit produced, or US$274.8BN per million units produced.The big difference in why Tesla could succeed in building a truly intelligent robot capable of performing realistic tasks lies in itsdata advantageand its unique ability to collect data in real time. Even as we speak, thousands of cars worldwide on FSD Beta are collecting data to train Tesla's AI. It has been collecting such data since 2014, has a dataset of 4.8 million clips and has trained 75,778 models.Tesla AI DayTesla also showed that it is serious about AI, by giving us a big update on their Dojo supercomputer they are building, and what plans they have for it. Tesla currently still uses a lot of Nvidia (NVDA) GPUs, but plans to increase its own capabilities for training its neural net.It should also significantly reduce costs, and help Tesla maintain a data advantage. As Tesla's fleet grows exponentially with increased production and therollout of FSD betato more users, the amount of data Tesla and FSD beta collect in real-world applications also scales exponentially. Currently, Tesla has already driven over 35 million miles with its FSD beta cumulatively. Currently, they appear to be adding 10 million miles per quarter and expanding exponentially.Tesla currently claims that it can replace 6 GPU boxes with just 1Dojo tile, which they also claim costs less than 1 GPU box itself, further significantly improving their cost efficiency and form factor in building out their AI systems.Tesla AI DayThe Automotive SideTesla has ventured into many areas, including batteries, solar, AI, self-driving, computers, robotics and more. While all of these ventures are promising and show great potential, we believe Tesla's auto side itself can generate better returns than broad benchmarks such as the S&P 500 (SPY).In the transition to EVs, we believe that with Wright's Law in place,EVs will be on parin price with ICE vehicles by next year 2024, and it will be a no-brainer to buy an EV. Especially as US oil prices remain high.OPEC+, for example, announced this week a production cut of 2 million barrels per day. Not only will it become cheaper to buy an EV, including tax breaks, but it will also likely cost less to maintain and refuel, increasing the adoption rate exponentially.In 2021, the EV adoption rate was 6.6%, and we believe that by 2030 about 60% of car sales will be EVs, as EVs continue to fall below the same price as ICE vehicles as explained in our previous model. Under our assumptions, Tesla's market share in EVs will remain stagnant at 20% as competition enters the market. If both criteria are met, Tesla is expected to sell 10.8 million vehicles per year by 2030.Tesla IRThis is also in line withElon Musk's expectationto have a fleet of more than 100 million cars in 10 years. Tesla has set a goal of producing more than double our estimate of 20 million units by 2030. However, we believe Tesla's average selling price will drop from US$50,450 in 2021 to US$42,000 in 2030 as a result of a new smaller sedan, with a target price closer to US$25,000-US$35,0000, in addition to a price cut to keep up with competitive pressures.For a more in-depth explanation of our parameters for our valuation, please read our previous valuation modelpublished here on Seeking Alpha. We expect Tesla to generate approximately US$172.37BN in gross automotive revenue by 2030, with a gross margin of up to 38%.Author's CalculationsOpEx is also likely to improve significantly over time, as Elon Musk himself alluded that \"OpEx. is embarrassingly high.\" Tesla's adjusted EBITDA margin was 21.6% in 2021, which we predict could reach 32% over the next 8 years. These improvements include cost reductions, historical margin improvement, expansion of software-based revenues and low fixed costs.This would lead us to a final adjusted EBITDA of US$145.15 billion for the automotive section. If 5% annualshare dilutionis also taken into account, that would lead to adjusted EBITDA of US$31.42 per share by 2030. At a reasonable multiple of 16x, we expect Tesla's auto section to propel Tesla to $502.67 per share, or a CAGR of 10.7% that exceeds the historical average return of the S&P 500.Tesla IRWe used the mean of theS&P 500 multiplier, but Tesla could be trading higher at that point because it could also be valued as a software company trading atmuch higher multiples. Also note that the S&P 500 is more likely to trade below its historical average return because economic growth is currently stalling.Developments, Macroeconomics & RisksWhile many critics expect Tesla to have a demand-side problem, we believe the opposite is true. Tesla historically and still has a huge order backlog, and has recently had toraise pricesagain to ensure that the customer experience does not suffer from immense wait times.According toTeslike, which tracks Tesla data, the company still has a backlog of 317,000 vehicles despite price increases. This continuous backlog of orders could also serve as a great buffer if we are heading for anearnings recessionby the end of this year, as we and many economists expect.In contrast, looking at economic indicators, we see an environment of rising yields, which are expected to rise to 4.5-4.75% by next year, making it more expensive for Tesla to expand operations, raise additional capital to build new Gigafactories and ramp up production as previously planned in a 0 interest rate environment, they face macroeconomic headwinds.Data by YChartsOn the other hand, OPEC+ announced this week its intention to cut production by2 million barrels per day as the group seeks to keep crude above $90 per barrel. This would also boost demand and accelerate the use of EVs as they reach the same price as ICE vehicles. Another big risk for Tesla is the production, or scaling up of its batteries,specifically 4680s in the future.Tesla also announced this week itsdeliveries for Q22022: 365,923 vehicles were produced and 343,830 delivered, which was less than the deliveries expected by Wall Street. While some investors thought it was due to a \"demand-side problem,\" Tesla mentioned that it was actually due to the fact that it is \"increasingly challenging to secure vehicle transportation capacity, and at a reasonable cost during peak logistics weeks.\" We think Tesla made the right decision, saving capital for investors rather than placing hasty orders toward the end of the quarter to meet Wall Street's expectations.Tesla also recently received aninvestment graderating for its bonds for the first time, meaning they are rated BBB by S&P global and are no longer \"junk bonds.\" Even more good news came this week, as Elon Musk also hinted that Tesla will start production onDecember 1stand deliver its first Semitruck to customer Pepsi. This means that Tesla could be sending us a positive signal about its 4680s battery production and is ready to disrupt a new segment of the auto industry.Tesla IRThe Bottom LineOptimus could give Tesla a huge boost in cash flow, if it manages to solve and integrate true AI into its Optimus robot and can mass produce it at very low cost. According to our assumptions, Tesla looks like an attractive investment, as the company is expected to outperform historical average benchmarks such as the S&P 500 with its automotive operations alone.Other complementary activities that generate cash flow, such as solar, batteries, Optimus, AI, computer applications and others, have great potential and could push the company's valuation beyond the $502.67 per share target, giving investors additional alpha if the projects succeed and are widely implemented. We believe Tesla's expertise in \"building the machines that make the machines\" puts them in pole position to dominate the innovative sectors in which Tesla operates.In essence, we fully support Elon Musk's view at AI Day that Tesla is essentially a succession of tech start-ups trying to solve some of the most difficult problems. All the recent positive news, amid one of Tesla's biggest one-week declines, makes Tesla stock all the more attractive to buy at this time, in our opinion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}