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Kennytth
2022-12-10
Go with the flow
Top Calls on Wall Street: Apple, Tesla, Nvidia, Microsoft, Google, Netflix, Coinbase and More
Kennytth
2022-12-09
Ok
Tesla to Shorten Shanghai Shifts, Delay Hiring
Kennytth
2022-12-07
Thoughts for food
Nvidia: Hypergrowth Or Hardly Growth?
Kennytth
2022-11-30
Yippee
Apple Pay Is on Fire This Holiday Season
Kennytth
2022-11-28
Good
Tesla Stock Jumps 1.5% in Morning Trading
Kennytth
2022-11-27
Yup
Meta vs. Block: 2 Tumbling Tech Titans Pivoting Hard
Kennytth
2022-11-25
[Speechless]
Amazon Workers Called to Strike Across Globe on Black Friday
Kennytth
2022-11-23
Ok
US STOCKS-Retailer, Energy Boost Helps Wall Street Rally
Kennytth
2022-11-23
Ok
US STOCKS-Retailer, Energy Boost Helps Wall Street Rally
Kennytth
2022-11-23
Hmmm
Tesla’s Sinking Shares Leave Wall Street Analyst Targets in Dust
Kennytth
2022-11-22
Buy buy buy
Nvidia Scores a Huge Win -- Microsoft Will Be First Public Cloud to Adopt Its AI Stack
Kennytth
2022-11-21
Good move
Disney's Iger May Have to Cut Costs As Streaming Loses Money
Kennytth
2022-11-21
Buy buy buy
Microsoft Stock: Almost A Buy
Kennytth
2022-11-20
[LOL]
SGX Weekly Review: Temasek-FTX, Warren Buffett’s Big Buy, and Singapore Bank Mortgage Rates
Kennytth
2022-11-18
Good
Meta Confronts an Apple-Sized Hole in Its Once-Mighty Advertising Business
Kennytth
2022-11-17
[Salute]
Singapore’s Sea Is Passing Through the Storm
Kennytth
2022-11-17
[Cool]
Grab Jumped 9.6% as Revenue More Than Doubles
Kennytth
2022-11-17
[Sad]
Top Calls on Wall Street: Micron, Qualcomm, Tencent Music and More
Kennytth
2022-11-17
[Facepalm]
EV Stocks Crashed in Morning Trading, with Arrival Slumping 9.75%
Kennytth
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://www.laohu8.com/m/news/1148432063?lang=&edition=full","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 & 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&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 & 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; 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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&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 & 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":{"CVNA":"Carvana Co.","VALE":"淡水河谷","NVDA":"英伟达","ADI":"亚德诺","COIN":"Coinbase Global, Inc.","MRVL":"迈威尔科技","GOOG":"谷歌","MCD":"麦当劳","GOOGL":"谷歌A","BYND":"Beyond Meat, Inc.","WDAY":"Workday","COST":"好市多","MSFT":"微软","NFLX":"奈飞","LULU":"lululemon athletica","SLB":"斯伦贝谢","AAPL":"苹果","LYV":"Live Nation Entertainment","LVS":"金沙集团","NRG":"NRG能源","TSLA":"特斯拉","CAT":"卡特彼勒","JAZZ":"爵士制药","HAL":"哈里伯顿","WYNN":"永利度假村","MET":"大都会人寿"},"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":108,"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},"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://www.laohu8.com/m/news/2289041091?lang=&edition=full","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's Shanghai plant is grappling with elevated inventory levels amid slowing demand in China'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>","source":"lsy1601381805984","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 <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":29,"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},"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://www.laohu8.com/m/news/1108754337?lang=&edition=full","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'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.</p><p>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.</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'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 <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":97,"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},"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://www.laohu8.com/m/news/2287590574?lang=&edition=full","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 "extremely rapid pace" 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'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>"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.</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'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 <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":257,"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},"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://www.laohu8.com/m/news/1124367049?lang=&edition=full","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 "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.</p><p>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.</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 "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.</p><p>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.</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":65,"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},"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://www.laohu8.com/m/news/1113027875?lang=&edition=full","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 <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","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":114,"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},"themes":[],"htmlText":"[Speechless] ","listText":"[Speechless] ","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://www.laohu8.com/m/news/2286360647?lang=&edition=full","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'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>"This is the first time that Amazon has had an international strike day," said Monika Di Silvestre, Verdi's representative for Amazon workers.</p><p>"This is very important, because a major global corporation like Amazon cannot be confronted locally, regionally or nationally alone," 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; 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\">\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'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>"This is the first time that Amazon has had an international strike day," said Monika Di Silvestre, Verdi's representative for Amazon workers.</p><p>"This is very important, because a major global corporation like Amazon cannot be confronted locally, regionally or nationally alone," 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":121,"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},"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://www.laohu8.com/m/news/2285504218?lang=&edition=full","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&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&P 500 retail index.</p><p>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.</p><p>"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.</p><p>"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."</p><p>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.</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 "calmer" 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'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 & 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 <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":{"COMP":"Compass, Inc.",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BBY":"百思买",".SPX":"S&P 500 Index"},"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":175,"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},"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,"repost":{"id":"2285504218","pubTimestamp":1669150853,"share":"https://www.laohu8.com/m/news/2285504218?lang=&edition=full","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&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&P 500 retail index.</p><p>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.</p><p>"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.</p><p>"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."</p><p>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.</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 "calmer" 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'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 & 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 <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":{"COMP":"Compass, Inc.",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BBY":"百思买",".SPX":"S&P 500 Index"},"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":61,"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},"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://www.laohu8.com/m/news/1131111007?lang=&edition=full","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 <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":187,"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},"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://www.laohu8.com/m/news/2284644670?lang=&edition=full","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'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>'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'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.</p><h2>Nvidia GPUs head for the private and public cloud</h2><p>If 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 <b>Oracle</b>. 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, <b>Amazon</b>'s AWS, and <b>Alphabet</b>'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.</p><p>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 <i>and</i> also be made available to subscribers to the tech giant's cloud service.</p><p>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.</p><p>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.</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'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.</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's strategy of building hardware <i>and </i>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 <i>hundreds of billions </i>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.</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 "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.</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 <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":93,"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},"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,"repost":{"id":"1115231495","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":1669038623,"share":"https://www.laohu8.com/m/news/1115231495?lang=&edition=full","pubTime":"2022-11-21 21:50","market":"us","language":"en","title":"Disney's Iger May Have to Cut Costs As Streaming Loses Money","url":"https://stock-news.laohu8.com/highlight/detail?id=1115231495","media":"Reuters","summary":"Nov 21 (Reuters) - Bob Iger must show Wall Street a new side to his character as he returns to lead ","content":"<html><head></head><body><p>Nov 21 (Reuters) - Bob Iger must show Wall Street a new side to his character as he returns to lead Walt Disney Co by cutting costs and restoring profits in just two years after splurging cash on acquisitions and a streaming business last time round.</p><p>The entertainment giant shocked investors late on Sunday evening announcing the ouster of Chief Executive Bob Chapek and appointing Iger, 71, to a two-year contract to return the company to growth.</p><p>The move evoked other return engagements such as Steve Jobs' return to Apple and Howard Schultz's return to Starbucks in times of crisis.</p><p>"The bold move (Iger's return) might feel like the right one. However, the business is at a different phase of growth," said PP Foresight analyst Paolo Pescatore, adding that short-term measures might include restriction of some operations.</p><p>The most immediate target of that could be Disney+, the streaming service that Iger helped launch in 2019. Losses at the unit more than doubled in the last reported quarter to $1.5 billion.</p><p>The business has become a drag on earnings as Disney spends heavily on content to attract subscribers, testing investor patience and contributing to a 40% slide in its shares so far this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d7f0b6803190abecffd969c1186af4\" tg-width=\"1320\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/><span>Reuters Graphics</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d969d164b41ce35a55a35aa2963c107c\" tg-width=\"1320\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/><span>Reuters Graphics</span></p><p>"Disney+ ... could probably do better with fewer end-state subscribers made up of super fans willing to pay high RPU (rates per user), which would generate much higher margins," analysts at MoffettNathanson said.</p><p>They also pointed to ESPN as another target for deep cost cuts, including a review of all the upcoming sports rights as the network loses cable subscribers.</p><p>Activist investor Dan Loeb's Third Point had also pushed a potential spin-off of ESPN when it took a stake in the company in August, although it later backed off the idea.</p><p>Some brokerages have also raised concern on whether the two-year period Iger has agreed to return for would be enough to transform the business and find a successor.</p><p>"The problem is that Iger can't stay on forever. He already bumbled the transition to Tom Staggs in 2016 and now (Bob) Chapek," Rosenblatt Securities said.</p><p>Still, Disney shares were 10% higher in premarket trading on Monday, a sign of confidence in the executive who led the company for 15 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b736275c9d040a6788faaadcf9ba819\" tg-width=\"1320\" tg-height=\"800\" width=\"100%\" height=\"auto\"/><span>Reuters Graphics Reuters Graphics</span></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>Disney's Iger May Have to Cut Costs As Streaming Loses Money</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\">\nDisney's Iger May Have to Cut Costs As Streaming Loses Money\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\">2022-11-21 21:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nov 21 (Reuters) - Bob Iger must show Wall Street a new side to his character as he returns to lead Walt Disney Co by cutting costs and restoring profits in just two years after splurging cash on acquisitions and a streaming business last time round.</p><p>The entertainment giant shocked investors late on Sunday evening announcing the ouster of Chief Executive Bob Chapek and appointing Iger, 71, to a two-year contract to return the company to growth.</p><p>The move evoked other return engagements such as Steve Jobs' return to Apple and Howard Schultz's return to Starbucks in times of crisis.</p><p>"The bold move (Iger's return) might feel like the right one. However, the business is at a different phase of growth," said PP Foresight analyst Paolo Pescatore, adding that short-term measures might include restriction of some operations.</p><p>The most immediate target of that could be Disney+, the streaming service that Iger helped launch in 2019. Losses at the unit more than doubled in the last reported quarter to $1.5 billion.</p><p>The business has become a drag on earnings as Disney spends heavily on content to attract subscribers, testing investor patience and contributing to a 40% slide in its shares so far this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d7f0b6803190abecffd969c1186af4\" tg-width=\"1320\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/><span>Reuters Graphics</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d969d164b41ce35a55a35aa2963c107c\" tg-width=\"1320\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/><span>Reuters Graphics</span></p><p>"Disney+ ... could probably do better with fewer end-state subscribers made up of super fans willing to pay high RPU (rates per user), which would generate much higher margins," analysts at MoffettNathanson said.</p><p>They also pointed to ESPN as another target for deep cost cuts, including a review of all the upcoming sports rights as the network loses cable subscribers.</p><p>Activist investor Dan Loeb's Third Point had also pushed a potential spin-off of ESPN when it took a stake in the company in August, although it later backed off the idea.</p><p>Some brokerages have also raised concern on whether the two-year period Iger has agreed to return for would be enough to transform the business and find a successor.</p><p>"The problem is that Iger can't stay on forever. He already bumbled the transition to Tom Staggs in 2016 and now (Bob) Chapek," Rosenblatt Securities said.</p><p>Still, Disney shares were 10% higher in premarket trading on Monday, a sign of confidence in the executive who led the company for 15 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b736275c9d040a6788faaadcf9ba819\" tg-width=\"1320\" tg-height=\"800\" width=\"100%\" height=\"auto\"/><span>Reuters Graphics Reuters Graphics</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115231495","content_text":"Nov 21 (Reuters) - Bob Iger must show Wall Street a new side to his character as he returns to lead Walt Disney Co by cutting costs and restoring profits in just two years after splurging cash on acquisitions and a streaming business last time round.The entertainment giant shocked investors late on Sunday evening announcing the ouster of Chief Executive Bob Chapek and appointing Iger, 71, to a two-year contract to return the company to growth.The move evoked other return engagements such as Steve Jobs' return to Apple and Howard Schultz's return to Starbucks in times of crisis.\"The bold move (Iger's return) might feel like the right one. However, the business is at a different phase of growth,\" said PP Foresight analyst Paolo Pescatore, adding that short-term measures might include restriction of some operations.The most immediate target of that could be Disney+, the streaming service that Iger helped launch in 2019. Losses at the unit more than doubled in the last reported quarter to $1.5 billion.The business has become a drag on earnings as Disney spends heavily on content to attract subscribers, testing investor patience and contributing to a 40% slide in its shares so far this year.Reuters GraphicsReuters Graphics\"Disney+ ... could probably do better with fewer end-state subscribers made up of super fans willing to pay high RPU (rates per user), which would generate much higher margins,\" analysts at MoffettNathanson said.They also pointed to ESPN as another target for deep cost cuts, including a review of all the upcoming sports rights as the network loses cable subscribers.Activist investor Dan Loeb's Third Point had also pushed a potential spin-off of ESPN when it took a stake in the company in August, although it later backed off the idea.Some brokerages have also raised concern on whether the two-year period Iger has agreed to return for would be enough to transform the business and find a successor.\"The problem is that Iger can't stay on forever. He already bumbled the transition to Tom Staggs in 2016 and now (Bob) Chapek,\" Rosenblatt Securities said.Still, Disney shares were 10% higher in premarket trading on Monday, a sign of confidence in the executive who led the company for 15 years.Reuters Graphics Reuters Graphics","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"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},"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://www.laohu8.com/m/news/2284700411?lang=&edition=full","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's fair value and its stock price.</p><p>Keep reading to find out...</p><h2>Microsoft'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'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.</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'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?</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'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.</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'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 <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":25,"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},"themes":[],"htmlText":"[LOL] ","listText":"[LOL] ","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://www.laohu8.com/m/news/1177646844?lang=&edition=full","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 <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":37,"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},"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://www.laohu8.com/m/news/1139933900?lang=&edition=full","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 <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"},"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":109,"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},"themes":[],"htmlText":"[Salute] ","listText":"[Salute] ","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://www.laohu8.com/m/news/1115069512?lang=&edition=full","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 <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":65,"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},"themes":[],"htmlText":"[Cool] ","listText":"[Cool] ","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://www.laohu8.com/m/news/1157078528?lang=&edition=full","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":22,"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},"themes":[],"htmlText":"[Sad] ","listText":"[Sad] ","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://www.laohu8.com/m/news/1135515439?lang=&edition=full","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&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 "structural" 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 "relatively strong" 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 "things will improve in 2023," 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' 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.</li><li>Argus analyst Kevin Heal downgraded <b>Rocket Companies</b>(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.</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 "a structurally more challenging growth outlook with limited headroom for user growth and monetization potential."</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'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.</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 <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":54,"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},"themes":[],"htmlText":"[Facepalm] ","listText":"[Facepalm] ","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://www.laohu8.com/m/news/1111705811?lang=&edition=full","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":{"TSLA":"特斯拉","ARVL":"Arrival","NIO":"蔚来"},"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":127,"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},"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://www.laohu8.com/m/news/1110302539?lang=&edition=full","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 <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":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[],"lives":[]}