Zash personal page - To The Moon

Zash

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04-24

Interesting

Microsoft Launches Lightweight AI Model

03-28

From the look of things I think Sofi is long hold. It really volatile at the moment.

SoFi Technologies: A Deeply Undervalued Fintech

03-27

This is interesting

03-08

Interesting

Palantir Stock | One Big Reason They Keep Surging

03-08

I guess i will buy more Tesla and apple stock because is in the low range. As I bought someTesla stock while back when it was in the $300 price range. I feel like it is a good idea to low for dollar cost averaging. Just my thoughts. Feel free to share your own thoughts.

03-05

The his is not looking good for some of us.

SoFi Falls Over 9% on Planned Convertible Debt Offering

03-05

Noted

SoFi Falls Over 9% on Planned Convertible Debt Offering

02-14

Noted

Tesla Leads 11% Annual Drop in Ev Prices as Demand Slowdown Continues

02-09

Interesting piece

Tesla Rakes In $9 Billion From Carmakers Failing to Sell Enough EVs

02-09

Noted

S&P 500 Tops 5,000 Again, Rises for a Fifth Week on Encouraging Inflation News

02-09

Interesting

Top Calls on Wall Street: Alibaba, Disney, Roblox and More

02-06

$Palantir Technologies Inc.(PLTR)$ It all depends on the market. It just going to take time but I believe it might go to $20 1-2 months Time. Just my opinion.

02-02

Nice

Top Calls on Wall Street: Apple, Tesla, Microsoft, Nvidia, Qualcomm, General Motors and More

01-31

Interesting.

Tesla Stock Drops 1.7% After Elon Musk’s $56 Billion Pay Package Voided by Court

01-30

Not bad for a Monday on stock market

@Joseph80:$TSLA 20240223 190.0 PUT$ good start for today.

01-30

Noted

Singapore Stocks to Watch: MPACT, MLT, Keppel Reit, Clint, CDLHT, OUE Reit

01-30

This is something to look forward to

U.S. Stocks Open Mixed on Monday; SoFi Stock Jumps 14% After Earnings

01-30

Noted

Top Calls on Wall Street: Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia, Netflix, AMD and More

01-16

$Tesla Motors(TSLA)$ Has a rough 2023. It be a challenging year for stocks market and formost nvestors as well.

01-16

$Tesla Motors(TSLA)$

Go to Tiger App to see more news

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Microservices (NIM) and has also been optimized for its graphics processing units (GPUs).</p><p>Last week, Microsoft invested $1.5 billion in UAE-based AI firm G42. 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It has also previously partnered with French startup Mistral AI to make their models available through its Azure cloud computing platform.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4166":"消费信贷","LU0251142724.SGD":"Fidelity America A-SGD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4503":"景林资产持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4573":"虚拟现实","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4581":"高盛持仓","BK4504":"桥水持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4532":"文艺复兴科技持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4534":"瑞士信贷持仓","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0080751232.USD":"富达环球多元动力基金A","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","MSFT":"微软","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4527":"明星科技股"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2429411170","content_text":"(Reuters) - Microsoft  on Tuesday launched a lightweight artificial intelligence model, as it looks to attract a wider client base with cost-effective options.The new version called Phi-3-mini is the first of the three small language models (SLM) to be released by the company, as it stakes its future on a technology that is expected to have a wide-ranging impact on the world and the way people work.\"Phi-3 is not slightly cheaper, it's dramatically cheaper, we're talking about a 10x cost difference compared to the other models out there with similar capabilities,\" said Sébastien Bubeck, Microsoft's vice president of GenAI research.SLMs are designed to perform simpler tasks, making it easier for use by companies with limited resources, the company said.Phi-3-mini will be available immediately on Microsoft cloud service platform Azure's AI model catalog, machine learning model platform Hugging Face, and Ollama, a framework for running models on a local machine, the company said.The SLM will also be available on Nvidia's software tool Nvidia Inference Microservices (NIM) and has also been optimized for its graphics processing units (GPUs).Last week, Microsoft invested $1.5 billion in UAE-based AI firm G42. It has also previously partnered with French startup Mistral AI to make their models available through its Azure cloud computing platform.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":289151477543136,"gmtCreate":1711603252068,"gmtModify":1711603255768,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"From the look of things I think Sofi is &nbsp;long hold. It really volatile at the moment.&nbsp;","listText":"From the look of things I think Sofi is &nbsp;long hold. It really volatile at the moment.&nbsp;","text":"From the look of things I think Sofi is long hold. It really volatile at the moment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/289151477543136","repostId":"2422948623","repostType":2,"repost":{"id":"2422948623","pubTimestamp":1711602588,"share":"https://www.laohu8.com/m/news/2422948623?lang=&edition=full","pubTime":"2024-03-28 13:09","market":"us","language":"en","title":"SoFi Technologies: A Deeply Undervalued Fintech","url":"https://stock-news.laohu8.com/highlight/detail?id=2422948623","media":"seekingalpha","summary":"SoFi Technologies demonstrates impressive revenue growth and is very close to becoming profitable.SoFi's revenue growth potential aligns with the expected growth rate of the U.S. fintech market, indic","content":"<html><head></head><body><ul style=\"\"><li><p>SoFi Technologies demonstrates impressive revenue growth and is very close to becoming profitable.</p></li><li><p>SoFi&#39;s revenue growth potential aligns with the expected growth rate of the U.S. fintech market, indicating solid potential for expansion.</p></li><li><p>SoFi&#39;s current market capitalization and valuation are significantly lower compared to other fintech companies, suggesting that the stock is deeply undervalued.</p></li></ul><h2 id=\"id_1747363625\">Introduction</h2><p>I think that fintech is one of the most promising megatrends which will likely disrupt the way we got used to obtaining financial services. Among the U.S. based fintech players, SoFi Technologies demonstrates impressive revenue growth and is close to become profitable. Considering promising fintech industry&#39;s prospects together with SOFI&#39;s strong execution, I think that the company is poised to become a notable player in the evolving banking industry. I think that SOFI is a &#34;Strong buy&#34; because the stock looks deeply undervalued from the forward P/E perspective and compared to other fintech companies.</p><h2 id=\"id_362403308\">Fundamental analysis</h2><p>In its 10-K form, SoFi Technologies describes itself as a &#34;a member-centric, one-stop shop for financial services that allows members to borrow, save, spend, invest and protect their money&#34;. The company refers to its customers as &#34;members&#34;. Therefore, SoFi is a bank and the according license (National Bank Charter) has been obtained in January 2022. Despite obtaining the Charter just a couple years ago, SoFi offers its members a wide variety of financial services. This proves SoFi&#39;s description of itself as a &#34;one-stop shop&#34; for financial services.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a48040a6c5e66b6974804808002ecb4f\" tg-width=\"640\" tg-height=\"240\"/></p><p>10-K form</p><p>SoFi differentiates itself from traditional banking by leveraging technology, since all financial services are provided via the company&#39;s digital platform. That is, SoFi is a fintech, a new approach to render financial services which already disrupts traditional banks in some emerging markets. When I look at how SoFi&#39;s revenue grew in recent years I think that fintechs are likely ready to disrupt the largest banking industry in the world as well. Even with a $2 billion TTM revenue, it continues growing at a pace above 30% and it is impressive.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f243d43a8873042c8bbed52ef5c54366\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><p>As fintech&#39;s penetration expands, revenue growth is decelerating. This looks like a purely arithmetical issue and important factor is that Wall Street analysts expect SoFi to sustain double-digit revenue growth over the next four years, which is impressive. Revenue is expected to almost double by FY 2027 compared to the current TTM level.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/abcdedea0bb45167ef3dee2dac3673ae\" alt=\"SA\" title=\"SA\" tg-width=\"640\" tg-height=\"179\"/><span>SA</span></p><p>The optimism around SoFi&#39;s revenue growth potential is reasonable. The U.S. fintech market is expected to grow with a 14.7% CAGR between 2024 and 2032. As a pioneering U.S. fintech with a full banking Charter and rapidly growing revenue, I think that SoFi has solid potential to expand its business in line with the long-term industry growth rate.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3466de1946275fd232bdfae7401aab9b\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><p>SoFi is still unprofitable, but the adjusted EPS dynamic is impressive and aligns with the strong revenue growth record. The company is close to break even in terms of the adjusted EPS and as it scales up I expect further profitability improvement and I agree with very optimistic long-term consensus forecasts for SoFi&#39;s EPS.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2099d6bad033d47181eaaae08e14da79\" alt=\"SA\" title=\"SA\" tg-width=\"640\" tg-height=\"181\"/><span>SA</span></p><p>To support future revenue and profitability growth SoFi needs to attract more members into its financial services ecosystem and maximize value of each customer. Generating more revenue per user is possible by selling additional products because increasing banking and service commissions might hurt SoFi&#39;s image, especially considering that it is a young financial institution. I have no doubts about the future customer growth because the whole industry is expected to grow with a 14.7% CAGR and this looks easy to forecast. Therefore, I should focus more on the potential to expand services. As I mentioned before, SoFi already offers a solid array of various financial services. This is a solid basis to expect solid cross-selling potential, but I want to add few more positive notes here.</p><p>From other fintechs across the world we can see that their ecosystems expand beyond financial services. For example, Brazilian <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (MELI) and Kaspi.kz (OTC:KSPI) from Kazakhstan have their own marketplaces and logistics services. I do not believe that SoFi will ever be able to compete with Amazon&#39;s (AMZN) marketplace, but the U.S. e-commerce is a $757 billion industry where a player with rapidly growing customer base have good opportunities to find its niche and contribute to the long-term revenue growth. The ability to offer directly &#34;buy now pay later&#34; (&#34;BNPL&#34;) to customers looks like a solid potential competitive advantage if SoFi&#39;s marketplace emerges at some point in future.</p><h2 id=\"id_440115918\">Valuation analysis</h2><p>SoFi&#39;s current market capitalization is $7.28 billion, which looks very low compared to other fintechs. For example, SoFi&#39;s market cap is significantly lower than the valuation of even the last spot in the ranking of the 10 biggest private fintechs in the U.S. from Forbes. There is mostly no publicly available information regarding financial performance of these private fintechs, but Forbes says that OpenSea ($13.3 billion valuation) generated $472 million revenue in 2022. During the same year, SoFi generated around $1.5 billion in total revenue. To continue my peer valuation analysis I also want to mention the British fintech, Revolut. It is also a private company, and it still does not have banking license in the UK, but it&#39;s valuation is at $23 billion. This is more than three times more expensive than SoFi, which is also an indication of SoFi&#39;s undervaluation.</p><p>I also want to look at SoFi&#39;s valuation from the second perspective, ratios. A Price-to-Book value is also a suitable valuation metric for a financial institution like SoFi. To be more conservative, I will use tangible book value (&#34;TBV&#34;) for my analysis, which is $3.38 per data from Seeking Alpha. Dividing the last close by TBV gives me a 2.13 ratio. This looks reasonable and within the P/TBV range spanning from Bank of America (BAC) to JPMorgan Chase (JPM). Selecting the two largest U.S. banks as benchmarks for SoFi&#39;s Price/TBV analysis seems sound.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bc07d72c81b36f501769b50495cc7a34\" alt=\"Calculated by the author\" title=\"Calculated by the author\" tg-width=\"548\" tg-height=\"124\"/><span>Calculated by the author</span></p><p>If we look from the P/E point of view, the stock also seems significantly undervalued. Considering SoFi&#39;s growth potential, I think that using a 45 forward P/E (current Mercado Libre&#39;s valuation) will be fair. Assuming this multiple and a $0.24 expected FY 2025 EPS, the target price for the next twelve months is $10.8.</p><p>Therefore, based on comparing SoFi&#39;s market cap with other fintechs and P/TBV together with forward P/E ratio analysis, I can conclude that the stock is undervalued.</p><h2 id=\"id_963564141\">Mitigating factors</h2><p>SoFi is a rapidly growing business, but it is still a tiny portion of the massive U.S. financial services industry. Its revenue is at the levels comparable with small regional banks, meaning that at the moment the company is still very young for one of the oldest sectors in the U.S. Being at early phases of the development means the high level of uncertainty and that SoFi still did not experience much competition from traditional banks. SoFi&#39;s revenue is more than 40 times lower compared to Bank of America (BAC), meaning that large banks are unlikely to see competitor in fintech at this point of evolution. But in case BAC (or any other banking behemoth) decides to launch its own fintech platform, there is little certainty regarding whether SoFi could withstand competition from such a monster.</p><p>In determining my target price I use a $0.24 FY 2025 forward EPS estimate for consensus, which is more than three times higher than FY 2024 estimate. Such a rapid EPS expansion is a challenge even considering SoFi&#39;s strong revenue growth and EPS improvement record. Moreover, FY 2025 is relatively far and the management&#39;s guidance will likely change several times while SoFi reports each of its quarterly earnings this year. Considering the 45 P/E multiple used by me even a slight FY 2025 EPS downgrade might mean considerable target price deterioration.</p><h2 id=\"id_1834071707\">Conclusion</h2><p>The current share price looks very attractive, considering SoFi&#39;s current revenue growth and future potential. The adjusted EPS is expected to turn positive in the current fiscal year, which is also likely to be a big positive catalyst. My target price is $10.8 and I consider SOFI a &#34;Strong buy&#34;.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SoFi Technologies: A Deeply Undervalued Fintech</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\">\nSoFi Technologies: A Deeply Undervalued Fintech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-28 13:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4680760-sofi-technologies-stock-deeply-undervalued-fintech><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SoFi Technologies demonstrates impressive revenue growth and is very close to becoming profitable.SoFi's revenue growth potential aligns with the expected growth rate of the U.S. fintech market, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4680760-sofi-technologies-stock-deeply-undervalued-fintech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","BK4549":"软银资本持仓","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","BK4548":"巴美列捷福持仓","IE00B1B80R65.USD":"柏瑞拉丁美洲股票A","LU0971096721.USD":"富达环球金融服务 A","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4553":"喜马拉雅资本持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","BK4566":"资本集团","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4559":"巴菲特持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4166":"消费信贷","BK4550":"红杉资本持仓","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","SOFI":"SoFi Technologies Inc.","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc"},"source_url":"https://seekingalpha.com/article/4680760-sofi-technologies-stock-deeply-undervalued-fintech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2422948623","content_text":"SoFi Technologies demonstrates impressive revenue growth and is very close to becoming profitable.SoFi's revenue growth potential aligns with the expected growth rate of the U.S. fintech market, indicating solid potential for expansion.SoFi's current market capitalization and valuation are significantly lower compared to other fintech companies, suggesting that the stock is deeply undervalued.IntroductionI think that fintech is one of the most promising megatrends which will likely disrupt the way we got used to obtaining financial services. Among the U.S. based fintech players, SoFi Technologies demonstrates impressive revenue growth and is close to become profitable. Considering promising fintech industry's prospects together with SOFI's strong execution, I think that the company is poised to become a notable player in the evolving banking industry. I think that SOFI is a \"Strong buy\" because the stock looks deeply undervalued from the forward P/E perspective and compared to other fintech companies.Fundamental analysisIn its 10-K form, SoFi Technologies describes itself as a \"a member-centric, one-stop shop for financial services that allows members to borrow, save, spend, invest and protect their money\". The company refers to its customers as \"members\". Therefore, SoFi is a bank and the according license (National Bank Charter) has been obtained in January 2022. Despite obtaining the Charter just a couple years ago, SoFi offers its members a wide variety of financial services. This proves SoFi's description of itself as a \"one-stop shop\" for financial services.10-K formSoFi differentiates itself from traditional banking by leveraging technology, since all financial services are provided via the company's digital platform. That is, SoFi is a fintech, a new approach to render financial services which already disrupts traditional banks in some emerging markets. When I look at how SoFi's revenue grew in recent years I think that fintechs are likely ready to disrupt the largest banking industry in the world as well. Even with a $2 billion TTM revenue, it continues growing at a pace above 30% and it is impressive.Data by YChartsAs fintech's penetration expands, revenue growth is decelerating. This looks like a purely arithmetical issue and important factor is that Wall Street analysts expect SoFi to sustain double-digit revenue growth over the next four years, which is impressive. Revenue is expected to almost double by FY 2027 compared to the current TTM level.SAThe optimism around SoFi's revenue growth potential is reasonable. The U.S. fintech market is expected to grow with a 14.7% CAGR between 2024 and 2032. As a pioneering U.S. fintech with a full banking Charter and rapidly growing revenue, I think that SoFi has solid potential to expand its business in line with the long-term industry growth rate.Data by YChartsSoFi is still unprofitable, but the adjusted EPS dynamic is impressive and aligns with the strong revenue growth record. The company is close to break even in terms of the adjusted EPS and as it scales up I expect further profitability improvement and I agree with very optimistic long-term consensus forecasts for SoFi's EPS.SATo support future revenue and profitability growth SoFi needs to attract more members into its financial services ecosystem and maximize value of each customer. Generating more revenue per user is possible by selling additional products because increasing banking and service commissions might hurt SoFi's image, especially considering that it is a young financial institution. I have no doubts about the future customer growth because the whole industry is expected to grow with a 14.7% CAGR and this looks easy to forecast. Therefore, I should focus more on the potential to expand services. As I mentioned before, SoFi already offers a solid array of various financial services. This is a solid basis to expect solid cross-selling potential, but I want to add few more positive notes here.From other fintechs across the world we can see that their ecosystems expand beyond financial services. For example, Brazilian MercadoLibre (MELI) and Kaspi.kz (OTC:KSPI) from Kazakhstan have their own marketplaces and logistics services. I do not believe that SoFi will ever be able to compete with Amazon's (AMZN) marketplace, but the U.S. e-commerce is a $757 billion industry where a player with rapidly growing customer base have good opportunities to find its niche and contribute to the long-term revenue growth. The ability to offer directly \"buy now pay later\" (\"BNPL\") to customers looks like a solid potential competitive advantage if SoFi's marketplace emerges at some point in future.Valuation analysisSoFi's current market capitalization is $7.28 billion, which looks very low compared to other fintechs. For example, SoFi's market cap is significantly lower than the valuation of even the last spot in the ranking of the 10 biggest private fintechs in the U.S. from Forbes. There is mostly no publicly available information regarding financial performance of these private fintechs, but Forbes says that OpenSea ($13.3 billion valuation) generated $472 million revenue in 2022. During the same year, SoFi generated around $1.5 billion in total revenue. To continue my peer valuation analysis I also want to mention the British fintech, Revolut. It is also a private company, and it still does not have banking license in the UK, but it's valuation is at $23 billion. This is more than three times more expensive than SoFi, which is also an indication of SoFi's undervaluation.I also want to look at SoFi's valuation from the second perspective, ratios. A Price-to-Book value is also a suitable valuation metric for a financial institution like SoFi. To be more conservative, I will use tangible book value (\"TBV\") for my analysis, which is $3.38 per data from Seeking Alpha. Dividing the last close by TBV gives me a 2.13 ratio. This looks reasonable and within the P/TBV range spanning from Bank of America (BAC) to JPMorgan Chase (JPM). Selecting the two largest U.S. banks as benchmarks for SoFi's Price/TBV analysis seems sound.Calculated by the authorIf we look from the P/E point of view, the stock also seems significantly undervalued. Considering SoFi's growth potential, I think that using a 45 forward P/E (current Mercado Libre's valuation) will be fair. Assuming this multiple and a $0.24 expected FY 2025 EPS, the target price for the next twelve months is $10.8.Therefore, based on comparing SoFi's market cap with other fintechs and P/TBV together with forward P/E ratio analysis, I can conclude that the stock is undervalued.Mitigating factorsSoFi is a rapidly growing business, but it is still a tiny portion of the massive U.S. financial services industry. Its revenue is at the levels comparable with small regional banks, meaning that at the moment the company is still very young for one of the oldest sectors in the U.S. Being at early phases of the development means the high level of uncertainty and that SoFi still did not experience much competition from traditional banks. SoFi's revenue is more than 40 times lower compared to Bank of America (BAC), meaning that large banks are unlikely to see competitor in fintech at this point of evolution. But in case BAC (or any other banking behemoth) decides to launch its own fintech platform, there is little certainty regarding whether SoFi could withstand competition from such a monster.In determining my target price I use a $0.24 FY 2025 forward EPS estimate for consensus, which is more than three times higher than FY 2024 estimate. Such a rapid EPS expansion is a challenge even considering SoFi's strong revenue growth and EPS improvement record. Moreover, FY 2025 is relatively far and the management's guidance will likely change several times while SoFi reports each of its quarterly earnings this year. Considering the 45 P/E multiple used by me even a slight FY 2025 EPS downgrade might mean considerable target price deterioration.ConclusionThe current share price looks very attractive, considering SoFi's current revenue growth and future potential. The adjusted EPS is expected to turn positive in the current fiscal year, which is also likely to be a big positive catalyst. My target price is $10.8 and I consider SOFI a \"Strong buy\".","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288829000683656,"gmtCreate":1711539350018,"gmtModify":1711539354097,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"This is interesting","listText":"This is interesting","text":"This is interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288829000683656","isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":282094830010416,"gmtCreate":1709879472757,"gmtModify":1709879477702,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282094830010416","repostId":"2417744512","repostType":2,"repost":{"id":"2417744512","pubTimestamp":1709879400,"share":"https://www.laohu8.com/m/news/2417744512?lang=&edition=full","pubTime":"2024-03-08 14:30","market":"us","language":"en","title":"Palantir Stock | One Big Reason They Keep Surging","url":"https://stock-news.laohu8.com/highlight/detail?id=2417744512","media":"FX Empire","summary":"the superstars. Money flows often reveal tomorrow’s leaders…today.Palantir Price PredictionThe Palantir rally isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.","content":"<html><head></head><body><p>Palantir Technologies (PLTR) has crushed markets, soaring 52% in 2024. One easily missed reason for the climb is how it’s attracting Big Money activity.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa6eead46545178c7b9e1d66a9aed008\" alt=\"\" title=\"\" tg-width=\"660\" tg-height=\"497\"/></p><h2 id=\"palantir-stock-is-soaring-as-volume-rips\" style=\"text-align: start;\">Palantir Stock is Soaring As Volume Rips</h2><p style=\"text-align: start;\">Institutional volumes reveal plenty. For 1-year, PLTR has enjoyed heavy Big Money buying, which we believe to be institutional accumulation.<br/>Each green bar signals unusually large volumes in PLTR shares, pushing the stock higher:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63dbe7504259f67424f922d3aa1b8bee\" alt=\"Source: www.mapsignals.com\" title=\"Source: www.mapsignals.com\" tg-width=\"1200\" tg-height=\"1400\"/><span>Source: www.mapsignals.com</span></p><p>Plenty of industrial names are under accumulation right now. But when you dive into the fundamentals, there’s a powerful tailwind going on with Palantir.</p><h2 id=\"palantir-fundamental-analysis\">Palantir Fundamental Analysis</h2><p>Institutional support coupled with a healthy fundamental backdrop makes this company worth investigating. As you can see, PLTR has had positive sales &amp; EPS growth in recent years:</p><ul style=\"\"><li><p>3-year sales growth rate (+27.2%)</p></li><li><p>3-year EPS growth rate (+45.8%)</p></li></ul><p>Source: FactSet</p><p>EPS is estimated to ramp higher this year by +20.3%.</p><p>Now it makes sense why the stock has been powering to new heights. Palantir is gaining due to the forward earnings picture.</p><p>Marrying great fundamentals with our proprietary software has found some big winning stocks over the long-term.</p><p>Palantir has recently been a top-rated stock at MAPsignals. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.</p><p>It’s made the rare Top 20 report only twice. The blue bars below shows when PLTR was a top pick…cutting through the noise.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8250b7623a0f685f2cbcdd7ef8ffb3c\" alt=\"Source: www.mapsignals.cm\" title=\"Source: www.mapsignals.cm\" tg-width=\"1200\" tg-height=\"1400\"/><span>Source: www.mapsignals.cm</span></p><p style=\"text-align: start;\">Tracking unusual volumes reveals the power of money flows.</p><p style=\"text-align: start;\">This is a trait that most outlier stocks exhibit…the superstars. Money flows often reveal tomorrow’s leaders…today.</p><h2 id=\"palantir-price-prediction\" style=\"text-align: start;\">Palantir Price Prediction</h2><p style=\"text-align: start;\">The Palantir rally isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.</p></body></html>","source":"lsy1615275749866","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>Palantir Stock | One Big Reason They Keep Surging</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\">\nPalantir Stock | One Big Reason They Keep Surging\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-08 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fxempire.com/forecasts/article/palantir-stock-one-big-reason-they-keep-surging-1414843><strong>FX Empire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (PLTR) has crushed markets, soaring 52% in 2024. One easily missed reason for the climb is how it’s attracting Big Money activity.Palantir Stock is Soaring As Volume ...</p>\n\n<a href=\"https://www.fxempire.com/forecasts/article/palantir-stock-one-big-reason-they-keep-surging-1414843\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4547":"WSB热门概念","BK4543":"AI","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4023":"应用软件","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fxempire.com/forecasts/article/palantir-stock-one-big-reason-they-keep-surging-1414843","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417744512","content_text":"Palantir Technologies (PLTR) has crushed markets, soaring 52% in 2024. One easily missed reason for the climb is how it’s attracting Big Money activity.Palantir Stock is Soaring As Volume RipsInstitutional volumes reveal plenty. For 1-year, PLTR has enjoyed heavy Big Money buying, which we believe to be institutional accumulation.Each green bar signals unusually large volumes in PLTR shares, pushing the stock higher:Source: www.mapsignals.comPlenty of industrial names are under accumulation right now. But when you dive into the fundamentals, there’s a powerful tailwind going on with Palantir.Palantir Fundamental AnalysisInstitutional support coupled with a healthy fundamental backdrop makes this company worth investigating. As you can see, PLTR has had positive sales & EPS growth in recent years:3-year sales growth rate (+27.2%)3-year EPS growth rate (+45.8%)Source: FactSetEPS is estimated to ramp higher this year by +20.3%.Now it makes sense why the stock has been powering to new heights. Palantir is gaining due to the forward earnings picture.Marrying great fundamentals with our proprietary software has found some big winning stocks over the long-term.Palantir has recently been a top-rated stock at MAPsignals. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.It’s made the rare Top 20 report only twice. The blue bars below shows when PLTR was a top pick…cutting through the noise.Source: www.mapsignals.cmTracking unusual volumes reveals the power of money flows.This is a trait that most outlier stocks exhibit…the superstars. Money flows often reveal tomorrow’s leaders…today.Palantir Price PredictionThe Palantir rally isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281804469444856,"gmtCreate":1709828528548,"gmtModify":1709828532980,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"I guess i will buy more Tesla and apple stock because is in the low range. As I bought someTesla stock while back when it was in the $300 price range. I feel like it is a good idea to low for dollar cost averaging. Just my thoughts. Feel free to share your own&nbsp;thoughts.&nbsp;","listText":"I guess i will buy more Tesla and apple stock because is in the low range. As I bought someTesla stock while back when it was in the $300 price range. I feel like it is a good idea to low for dollar cost averaging. Just my thoughts. Feel free to share your own&nbsp;thoughts.&nbsp;","text":"I guess i will buy more Tesla and apple stock because is in the low range. As I bought someTesla stock while back when it was in the $300 price range. I feel like it is a good idea to low for dollar cost averaging. Just my thoughts. Feel free to share your own thoughts.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281804469444856","isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281102833147936,"gmtCreate":1709653279029,"gmtModify":1709653282349,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"The his is not looking good for some of us.&nbsp;","listText":"The his is not looking good for some of us.&nbsp;","text":"The his is not looking good for some of us.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281102833147936","repostId":"2417413385","repostType":2,"repost":{"id":"2417413385","pubTimestamp":1709651943,"share":"https://www.laohu8.com/m/news/2417413385?lang=&edition=full","pubTime":"2024-03-05 23:19","market":"us","language":"en","title":"SoFi Falls Over 9% on Planned Convertible Debt Offering","url":"https://stock-news.laohu8.com/highlight/detail?id=2417413385","media":"Seeking Alpha","summary":"SoFi Technologies, Inc. shares slid over 8% after announcing proposed convertible senior notes offering.SoFi Technologies, Inc. announced its intention to offer, subject to market and other conditions, $750 million aggregate principal amount of convertible senior notes due 2029 in a private offering only to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended. SoFi also intends to grant the initial purchasers of the n","content":"<html><head></head><body><p>SoFi Technologies, Inc. shares slid over 9% after announcing proposed convertible senior notes offering.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55640b66f6b05b554992cb7ebb7450ef\" tg-width=\"796\" tg-height=\"615\"/></p><p>SoFi Technologies said it intends to offer $750 million aggregate principal amount of convertible senior notes due 2029 in a private offering.</p><p>The company added, the notes will be unsecured, unsubordinated obligations of SOFI, will accrue interest payable semi-annually in arrears and will mature on March 15, 2029.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SoFi Falls Over 9% on Planned Convertible Debt Offering</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\">\nSoFi Falls Over 9% on Planned Convertible Debt Offering\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-05 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/sofi-technologies-inc-announces-proposed-130200810.html><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SoFi Technologies, Inc. shares slid over 9% after announcing proposed convertible senior notes offering.SoFi Technologies said it intends to offer $750 million aggregate principal amount of ...</p>\n\n<a href=\"https://finance.yahoo.com/news/sofi-technologies-inc-announces-proposed-130200810.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://finance.yahoo.com/news/sofi-technologies-inc-announces-proposed-130200810.html","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2417413385","content_text":"SoFi Technologies, Inc. shares slid over 9% after announcing proposed convertible senior notes offering.SoFi Technologies said it intends to offer $750 million aggregate principal amount of convertible senior notes due 2029 in a private offering.The company added, the notes will be unsecured, unsubordinated obligations of SOFI, will accrue interest payable semi-annually in arrears and will mature on March 15, 2029.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281071403360256,"gmtCreate":1709645573301,"gmtModify":1709645576731,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281071403360256","repostId":"2417413385","repostType":2,"repost":{"id":"2417413385","pubTimestamp":1709651943,"share":"https://www.laohu8.com/m/news/2417413385?lang=&edition=full","pubTime":"2024-03-05 23:19","market":"us","language":"en","title":"SoFi Falls Over 9% on Planned Convertible Debt Offering","url":"https://stock-news.laohu8.com/highlight/detail?id=2417413385","media":"Seeking Alpha","summary":"SoFi Technologies, Inc. shares slid over 8% after announcing proposed convertible senior notes offering.SoFi Technologies, Inc. announced its intention to offer, subject to market and other conditions, $750 million aggregate principal amount of convertible senior notes due 2029 in a private offering only to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended. SoFi also intends to grant the initial purchasers of the n","content":"<html><head></head><body><p>SoFi Technologies, Inc. shares slid over 9% after announcing proposed convertible senior notes offering.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55640b66f6b05b554992cb7ebb7450ef\" tg-width=\"796\" tg-height=\"615\"/></p><p>SoFi Technologies said it intends to offer $750 million aggregate principal amount of convertible senior notes due 2029 in a private offering.</p><p>The company added, the notes will be unsecured, unsubordinated obligations of SOFI, will accrue interest payable semi-annually in arrears and will mature on March 15, 2029.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SoFi Falls Over 9% on Planned Convertible Debt Offering</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\">\nSoFi Falls Over 9% on Planned Convertible Debt Offering\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-05 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/sofi-technologies-inc-announces-proposed-130200810.html><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SoFi Technologies, Inc. shares slid over 9% after announcing proposed convertible senior notes offering.SoFi Technologies said it intends to offer $750 million aggregate principal amount of ...</p>\n\n<a href=\"https://finance.yahoo.com/news/sofi-technologies-inc-announces-proposed-130200810.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://finance.yahoo.com/news/sofi-technologies-inc-announces-proposed-130200810.html","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2417413385","content_text":"SoFi Technologies, Inc. shares slid over 9% after announcing proposed convertible senior notes offering.SoFi Technologies said it intends to offer $750 million aggregate principal amount of convertible senior notes due 2029 in a private offering.The company added, the notes will be unsecured, unsubordinated obligations of SOFI, will accrue interest payable semi-annually in arrears and will mature on March 15, 2029.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273818247782616,"gmtCreate":1707888108382,"gmtModify":1707888112374,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273818247782616","repostId":"2411639381","repostType":4,"repost":{"id":"2411639381","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1707874448,"share":"https://www.laohu8.com/m/news/2411639381?lang=&edition=full","pubTime":"2024-02-14 09:34","market":"sg","language":"en","title":"Tesla Leads 11% Annual Drop in Ev Prices as Demand Slowdown Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=2411639381","media":"Dow Jones","summary":"Tesla slashed Model Y prices by 20% from January 2023 while overall U.S. car prices fell 3.5%, Kelley Blue Book says. People in the market for a new electric vehicle may be looking at a bargain of sorts, particularly if they aim to get a new Tesla.The average U.S. price of a new EV in January was $55,353, down 10.8% from January 2023, Kelley Blue Book said Tuesday. That is 3.2% higher, however, than the December average of $53,611, which was the lowest average price for an electric car in the past 12 months.\"EV prices have come down significantly in the U.S. in the past year, led by price cuts at Tesla,\" said Mark Strand, a senior director at Cox Automotive, which owns Kelley Blue Book.Prices for the Tesla Model Y, the industry's EV volume leader, have tumbled about 21% in the past year, falling to less than $50,000 in January from nearly $63,000 in January 2023, Kelley Blue Book said.","content":"<html><head></head><body><p>People in the market for a new electric vehicle may be looking at a bargain of sorts, particularly if they aim to get a new Tesla.</p><p>The average U.S. price of a new EV in January was $55,353, down 10.8% from January 2023, Kelley Blue Book said Tuesday. That is 3.2% higher, however, than the December average of $53,611, which was the lowest average price for an electric car in the past 12 months.</p><p>&#34;EV prices have come down significantly in the U.S. in the past year, led by price cuts at Tesla,&#34; said Mark Strand, a senior director at Cox Automotive, which owns Kelley Blue Book.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5633941341149df96a4ce93c62aadf4\" tg-width=\"700\" tg-height=\"391\"/></p><p>The January price drop for EVs comes as the average price of a new vehicle in the U.S., electric or otherwise, dropped to $47,401 in January - down 2.6% from December 2023 and down 3.5% as compared with January 2023.</p><p>Prices for the Tesla Model Y, the industry&#39;s EV volume leader, have tumbled about 21% in the past year, falling to less than $50,000 in January from nearly $63,000 in January 2023, Kelley Blue Book said.</p><p>Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Chief Executive Elon Musk on Sunday took to his platform X, formerly Twitter, to amplify a fresh $1,000 discount on Tesla Model Ys bought in February, calling it an &#34;essential quandary&#34; of manufacturing.</p><p>Investors have worried about the continued price cuts at Tesla, which in January issued a 2024 guidance that was faulted as too vague and warned investors that it may grow slower this year.</p><p>Tesla&#39;s stock has dropped 26% so far this year, contrasting with gains of around 3% for the S&amp;P 500 index. SPX</p><p>Another result of higher inventory and slowing EV sales is an increase in the discounts on certain EVs, Kelley Blue Book said. For example, the ID.4, Volkswagen&#39;s (XE:VOW) (XE:VOW3) electric SUV, previously had an average incentive package equal to about 6% of its average transaction price - but last month&#39;s incentives jumped to nearly 17% of the average transaction price, according to Kelley Blue Book.</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 Leads 11% Annual Drop in Ev Prices as Demand Slowdown Continues</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 Leads 11% Annual Drop in Ev Prices as Demand Slowdown Continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-14 09:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>People in the market for a new electric vehicle may be looking at a bargain of sorts, particularly if they aim to get a new Tesla.</p><p>The average U.S. price of a new EV in January was $55,353, down 10.8% from January 2023, Kelley Blue Book said Tuesday. That is 3.2% higher, however, than the December average of $53,611, which was the lowest average price for an electric car in the past 12 months.</p><p>&#34;EV prices have come down significantly in the U.S. in the past year, led by price cuts at Tesla,&#34; said Mark Strand, a senior director at Cox Automotive, which owns Kelley Blue Book.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5633941341149df96a4ce93c62aadf4\" tg-width=\"700\" tg-height=\"391\"/></p><p>The January price drop for EVs comes as the average price of a new vehicle in the U.S., electric or otherwise, dropped to $47,401 in January - down 2.6% from December 2023 and down 3.5% as compared with January 2023.</p><p>Prices for the Tesla Model Y, the industry&#39;s EV volume leader, have tumbled about 21% in the past year, falling to less than $50,000 in January from nearly $63,000 in January 2023, Kelley Blue Book said.</p><p>Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Chief Executive Elon Musk on Sunday took to his platform X, formerly Twitter, to amplify a fresh $1,000 discount on Tesla Model Ys bought in February, calling it an &#34;essential quandary&#34; of manufacturing.</p><p>Investors have worried about the continued price cuts at Tesla, which in January issued a 2024 guidance that was faulted as too vague and warned investors that it may grow slower this year.</p><p>Tesla&#39;s stock has dropped 26% so far this year, contrasting with gains of around 3% for the S&amp;P 500 index. SPX</p><p>Another result of higher inventory and slowing EV sales is an increase in the discounts on certain EVs, Kelley Blue Book said. For example, the ID.4, Volkswagen&#39;s (XE:VOW) (XE:VOW3) electric SUV, previously had an average incentive package equal to about 6% of its average transaction price - but last month&#39;s incentives jumped to nearly 17% of the average transaction price, according to Kelley Blue Book.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","BK4527":"明星科技股","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSLA":"特斯拉","BK4550":"红杉资本持仓","BK4588":"碎股","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4574":"无人驾驶","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4551":"寇图资本持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","VWAPY":"Volkswagen AG","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4581":"高盛持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4099":"汽车制造商","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0823411888.USD":"法巴消费创新基金 Cap","BK4548":"巴美列捷福持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4592":"伊斯兰概念","LU2063271972.USD":"富兰克林创新领域基金","BK4534":"瑞士信贷持仓","LU0823414478.USD":"法巴经典能源转换基金"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411639381","content_text":"People in the market for a new electric vehicle may be looking at a bargain of sorts, particularly if they aim to get a new Tesla.The average U.S. price of a new EV in January was $55,353, down 10.8% from January 2023, Kelley Blue Book said Tuesday. That is 3.2% higher, however, than the December average of $53,611, which was the lowest average price for an electric car in the past 12 months.\"EV prices have come down significantly in the U.S. in the past year, led by price cuts at Tesla,\" said Mark Strand, a senior director at Cox Automotive, which owns Kelley Blue Book.The January price drop for EVs comes as the average price of a new vehicle in the U.S., electric or otherwise, dropped to $47,401 in January - down 2.6% from December 2023 and down 3.5% as compared with January 2023.Prices for the Tesla Model Y, the industry's EV volume leader, have tumbled about 21% in the past year, falling to less than $50,000 in January from nearly $63,000 in January 2023, Kelley Blue Book said.Tesla $(TSLA)$ Chief Executive Elon Musk on Sunday took to his platform X, formerly Twitter, to amplify a fresh $1,000 discount on Tesla Model Ys bought in February, calling it an \"essential quandary\" of manufacturing.Investors have worried about the continued price cuts at Tesla, which in January issued a 2024 guidance that was faulted as too vague and warned investors that it may grow slower this year.Tesla's stock has dropped 26% so far this year, contrasting with gains of around 3% for the S&P 500 index. SPXAnother result of higher inventory and slowing EV sales is an increase in the discounts on certain EVs, Kelley Blue Book said. For example, the ID.4, Volkswagen's (XE:VOW) (XE:VOW3) electric SUV, previously had an average incentive package equal to about 6% of its average transaction price - but last month's incentives jumped to nearly 17% of the average transaction price, according to Kelley Blue Book.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272188379418760,"gmtCreate":1707490180945,"gmtModify":1707490184275,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Interesting piece&nbsp;","listText":"Interesting piece&nbsp;","text":"Interesting piece","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272188379418760","repostId":"1100775721","repostType":4,"repost":{"id":"1100775721","pubTimestamp":1707486311,"share":"https://www.laohu8.com/m/news/1100775721?lang=&edition=full","pubTime":"2024-02-09 21:45","market":"us","language":"en","title":"Tesla Rakes In $9 Billion From Carmakers Failing to Sell Enough EVs","url":"https://stock-news.laohu8.com/highlight/detail?id=1100775721","media":"Bloomberg","summary":"Lucrative revenue from regulatory credits keeps rolling inEV maker’s former CFO expected the sales to eventually fadeTesla Inc. continues to cash in on other carmakers needing help to meet emissions s","content":"<html><head></head><body><ul style=\"\"><li><p>Lucrative revenue from regulatory credits keeps rolling in</p></li><li><p>EV maker’s former CFO expected the sales to eventually fade</p></li></ul><p>Tesla Inc. continues to cash in on other carmakers needing help to meet emissions standards, keeping up a lucrative business the company thought would fade away.</p><p>Tesla shares rose 1.5% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e94a23943504d0b1658223de39190bb7\" tg-width=\"876\" tg-height=\"835\"/></p><p>The Elon Musk-led manufacturer generated $1.79 billion in regulatory credit revenue last year, an annual filing showed last week. That brought the cumulative total Tesla has raked in since 2009 to almost $9 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d74d0a4f661a06f6a7fabb7cc437fee\" title=\"\" tg-width=\"976\" tg-height=\"558\"/></p><p>Selling regulatory credits is a tidy business for Tesla. It earns them by making and selling electric vehicles, then sells the credits to manufacturers whose new-vehicle fleets exceed emissions limits set by various authorities, including in China, the European Union and state of California.</p><p>Tesla bears little to no incremental cost earning the credits, so the sales are virtually pure profit.</p><p>Three and a half years ago, Tesla’s chief financial officer said he expected the revenue to gradually dissipate.</p><p>“We don’t manage the business with the assumption that regulatory credits will contribute in a significant way to the future,” then-CFO Zachary Kirkhorn said during a July 2020 earnings call. “It will continue for some period of time, but eventually this stream of regulatory credits will reduce.”</p><p>Tesla made $1.58 billion selling regulatory credits that year. While the company generated about 7% less credit revenue in 2021, it’s brought in more than $1.7 billion each of the last two years.</p><p>It’s no secret that auto executives rue the fact they’ve had to kick money Tesla’s way for this purpose.</p><p>“It really makes them mad that Tesla got so much of a boost out of being the only purely electric-car manufacturer out there,” Mary Nichols, the former chair of the California Air Resources Board, told Bloomberg News in 2017. “In effect, they helped to finance this upstart company which now has all the glamor.”</p><p>While more EV makers have emerged since then, Tesla’s regulatory-credit business may still have room to run.</p><p>Automakers including Volkswagen AG and General Motors Co. have fallen short of their EV goals and delayed or canceled electric-vehicle manufacturing investments. VW and GM both have needed help meeting emissions standards in recent years, as has Honda Motor Co. and Jaguar Land Rover.</p><p>Meanwhile, emissions rules aren’t getting any easier. Europe has set stricter car-emissions targets starting next year and from 2030 onward, while the UK adopted a zero-emission vehicle mandate beginning this year.</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 Rakes In $9 Billion From Carmakers Failing to Sell Enough EVs</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 Rakes In $9 Billion From Carmakers Failing to Sell Enough EVs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-09 21:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-02-09/tesla-rakes-in-9-billion-from-carmakers-failing-to-sell-enough-evs?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Lucrative revenue from regulatory credits keeps rolling inEV maker’s former CFO expected the sales to eventually fadeTesla Inc. continues to cash in on other carmakers needing help to meet emissions ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-02-09/tesla-rakes-in-9-billion-from-carmakers-failing-to-sell-enough-evs?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":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2024-02-09/tesla-rakes-in-9-billion-from-carmakers-failing-to-sell-enough-evs?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100775721","content_text":"Lucrative revenue from regulatory credits keeps rolling inEV maker’s former CFO expected the sales to eventually fadeTesla Inc. continues to cash in on other carmakers needing help to meet emissions standards, keeping up a lucrative business the company thought would fade away.Tesla shares rose 1.5% in morning trading.The Elon Musk-led manufacturer generated $1.79 billion in regulatory credit revenue last year, an annual filing showed last week. That brought the cumulative total Tesla has raked in since 2009 to almost $9 billion.Selling regulatory credits is a tidy business for Tesla. It earns them by making and selling electric vehicles, then sells the credits to manufacturers whose new-vehicle fleets exceed emissions limits set by various authorities, including in China, the European Union and state of California.Tesla bears little to no incremental cost earning the credits, so the sales are virtually pure profit.Three and a half years ago, Tesla’s chief financial officer said he expected the revenue to gradually dissipate.“We don’t manage the business with the assumption that regulatory credits will contribute in a significant way to the future,” then-CFO Zachary Kirkhorn said during a July 2020 earnings call. “It will continue for some period of time, but eventually this stream of regulatory credits will reduce.”Tesla made $1.58 billion selling regulatory credits that year. While the company generated about 7% less credit revenue in 2021, it’s brought in more than $1.7 billion each of the last two years.It’s no secret that auto executives rue the fact they’ve had to kick money Tesla’s way for this purpose.“It really makes them mad that Tesla got so much of a boost out of being the only purely electric-car manufacturer out there,” Mary Nichols, the former chair of the California Air Resources Board, told Bloomberg News in 2017. “In effect, they helped to finance this upstart company which now has all the glamor.”While more EV makers have emerged since then, Tesla’s regulatory-credit business may still have room to run.Automakers including Volkswagen AG and General Motors Co. have fallen short of their EV goals and delayed or canceled electric-vehicle manufacturing investments. VW and GM both have needed help meeting emissions standards in recent years, as has Honda Motor Co. and Jaguar Land Rover.Meanwhile, emissions rules aren’t getting any easier. Europe has set stricter car-emissions targets starting next year and from 2030 onward, while the UK adopted a zero-emission vehicle mandate beginning this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272187134255384,"gmtCreate":1707489732579,"gmtModify":1707489737154,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272187134255384","repostId":"1182752324","repostType":4,"repost":{"id":"1182752324","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":1707489125,"share":"https://www.laohu8.com/m/news/1182752324?lang=&edition=full","pubTime":"2024-02-09 22:32","market":"us","language":"en","title":"S&P 500 Tops 5,000 Again, Rises for a Fifth Week on Encouraging Inflation News","url":"https://stock-news.laohu8.com/highlight/detail?id=1182752324","media":"Tiger Newspress","summary":"Stocks rose on Friday as the government said December’s inflation reading was even lower than first reported, and the S&P 500 broke above the 5,000 level, after briefly trading above the historic milestone on Thursday.","content":"<html><head></head><body><p>Stocks rose on Friday as the government said December’s inflation reading was even lower than first reported, and the S&amp;P 500 broke above the 5,000 level, after briefly trading above the historic milestone on Thursday.</p><p>The Dow Jones Industrial Average inched up 7 points, while the S&amp;P 500 rose 0.1%. The Nasdaq Composite added 0.3%. For the week, the S&amp;P is up 0.9%, while the blue-chip Dow and the Nasdaq Composite have gained 0.2% and 1.4%, respectively.</p><p style=\"text-align: start;\">All the major averages are headed for a fifth consecutive winning week.</p><p style=\"text-align: start;\">The government revised lower its December consumer price index to just a 0.2% increase, down from a 0.3% increase first reported. Core inflation figures, excluding food and energy, were the same. Treasury yields traded lower following the release of the revised figures. January’s CPI figures are due next week.</p><p style=\"text-align: start;\">Nvidia, Alphabet and Microsoft looked set to push the S&amp;P 500 above 5,000 on Friday with all three higher in the premarket.</p><p style=\"text-align: start;\">A solid earnings season, easing inflation data and a resilient economy have powered the market rally into 2024, with the S&amp;P up nearly 5% year to date. It’s also contributed to what’s poised to be another week of gains for stocks.</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>S&P 500 Tops 5,000 Again, Rises for a Fifth Week on Encouraging Inflation News</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\">\nS&P 500 Tops 5,000 Again, Rises for a Fifth Week on Encouraging Inflation News\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-02-09 22:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks rose on Friday as the government said December’s inflation reading was even lower than first reported, and the S&amp;P 500 broke above the 5,000 level, after briefly trading above the historic milestone on Thursday.</p><p>The Dow Jones Industrial Average inched up 7 points, while the S&amp;P 500 rose 0.1%. The Nasdaq Composite added 0.3%. For the week, the S&amp;P is up 0.9%, while the blue-chip Dow and the Nasdaq Composite have gained 0.2% and 1.4%, respectively.</p><p style=\"text-align: start;\">All the major averages are headed for a fifth consecutive winning week.</p><p style=\"text-align: start;\">The government revised lower its December consumer price index to just a 0.2% increase, down from a 0.3% increase first reported. Core inflation figures, excluding food and energy, were the same. Treasury yields traded lower following the release of the revised figures. January’s CPI figures are due next week.</p><p style=\"text-align: start;\">Nvidia, Alphabet and Microsoft looked set to push the S&amp;P 500 above 5,000 on Friday with all three higher in the premarket.</p><p style=\"text-align: start;\">A solid earnings season, easing inflation data and a resilient economy have powered the market rally into 2024, with the S&amp;P up nearly 5% year to date. It’s also contributed to what’s poised to be another week of gains for stocks.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182752324","content_text":"Stocks rose on Friday as the government said December’s inflation reading was even lower than first reported, and the S&P 500 broke above the 5,000 level, after briefly trading above the historic milestone on Thursday.The Dow Jones Industrial Average inched up 7 points, while the S&P 500 rose 0.1%. The Nasdaq Composite added 0.3%. For the week, the S&P is up 0.9%, while the blue-chip Dow and the Nasdaq Composite have gained 0.2% and 1.4%, respectively.All the major averages are headed for a fifth consecutive winning week.The government revised lower its December consumer price index to just a 0.2% increase, down from a 0.3% increase first reported. Core inflation figures, excluding food and energy, were the same. Treasury yields traded lower following the release of the revised figures. January’s CPI figures are due next week.Nvidia, Alphabet and Microsoft looked set to push the S&P 500 above 5,000 on Friday with all three higher in the premarket.A solid earnings season, easing inflation data and a resilient economy have powered the market rally into 2024, with the S&P up nearly 5% year to date. It’s also contributed to what’s poised to be another week of gains for stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271857150136440,"gmtCreate":1707409158105,"gmtModify":1707409162568,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271857150136440","repostId":"1107878523","repostType":4,"repost":{"id":"1107878523","pubTimestamp":1707404990,"share":"https://www.laohu8.com/m/news/1107878523?lang=&edition=full","pubTime":"2024-02-08 23:09","market":"us","language":"en","title":"Top Calls on Wall Street: Alibaba, Disney, Roblox and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1107878523","media":"thefly","summary":"The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades:Needh","content":"<html><head></head><body><p>The most talked about and market moving research calls around Wall Street are now in one place. Here are today&#39;s research calls that investors need to know, as compiled by The Fly.<br/><br/><strong>Top 5 Upgrades:</strong></p><ul style=\"\"><li><p>Needham upgraded <strong>Disney </strong>(DIS) to Buy from Hold with a $120 price target based on expectations for &#34;strong&#34; 23% 2024 EPS growth, driven by additional cost savings, direct-to-consumer streaming breakeven by Q4 with &#34;double-digit&#34; margins at maturity and 5.5M-6M new subscribers from Charter (CHTR) in fiscal Q2.</p></li><li><p>Barclays upgraded <strong>Roblox </strong>(RBLX) to Equal Weight from Underweight with a price target of $46, up from $26. The firm notes company had a constructive investor day in November and reported &#34;robust&#34; Q4 results on Wednesday. Goldman Sachs also upgraded Roblox to Neutral from Sell with a price target of $48, up from $35, post the Q4 report.</p></li><li><p>Morgan Stanley upgraded <strong>Discover </strong>(DFS) to Overweight from Equal Weight with a price target of $133, up from $105 as a new analyst at the firm assumed primary coverage. Following Q4 reporting, the firm is incrementally more bullish on prospects of a softer credit landing and identifies Ally (ALLY) and Discover as two ways to play that theme.</p></li><li><p>TD Cowen upgraded <strong>Spirit AeroSystems</strong> (SPR) to Outperform from Market Perform with a price target of $35, up from $27. The firm cites the company&#39;s enhanced cash flow prospects for the upgrade.</p></li><li><p>Stifel upgraded <strong>Idex Corp.</strong> (IEX) to Buy from Hold with a price target of $265, up from $215. After a challenging 2023, the firm sees a return to growth in the second half of 2024 with upside to current guidance from market recovery, margin expansion with typically high incremental margins early in the cycle, and a return to double-digit organic earnings growth in 2025.</p></li></ul><p style=\"text-align: start;\"><strong>Top 5 Downgrades:</strong></p><ul style=\"\"><li><p>Macquarie downgraded <strong>Alibaba </strong>(BABA) to Neutral from Outperform with a price target of $85.40, down from $88.50, following the company&#39;s Q3 results. Alibaba is balancing defense and expansion, which potentially caps earnings upside for now, the firm says.</p></li><li><p>Morgan Stanley downgraded <strong>American Express</strong> (AXP) to Equal Weight from Overweight with a price target of $222, up from $212 as a new analyst at the firm assumed primary coverage. AmEx shares have outperformed peers since earnings, as management guided 2024 top-line growth above a slowdown investors feared, EPS guidance came in better-than-expected and the company raised its dividend by 17% in a sign of confidence, notes the firm, which now sees good news baked into the price.</p></li><li><p>Citi downgraded <strong>ZoomInfo </strong>(ZI) to Sell from Neutral with a price target of $13, down from $20. The firm says leading indicators for ZoomInfo, including web traffic and competitive inputs, continue to trend weaker.</p></li><li><p>Wedbush downgraded <strong>GoPro </strong>(GPRO) to Neutral from Outperform with a price target of $2, down from $4. The company&#39;s prior sales growth targets appear unlikely in 2024 and possibly beyond, while its margin expansion opportunities are limited, the firm says.</p></li><li><p>Morgan Stanley downgraded <strong>Hertz </strong>(HTZ) to Equal Weight from Overweight with a price target of $10, down from $15. Following Q4 results, follow-up calls with management, channel checks, and further negative EV data points, the firm believes the risks to Hertz&#39;s business outlook are &#34;more in balance with the potential reward.&#34;</p></li></ul><p style=\"text-align: start;\"><strong>Top 5 Initiations:</strong></p><ul style=\"\"><li><p>Oppenheimer initiated coverage of <strong>Cedar Fair</strong> (FUN) with an Outperform rating and $49 price target. The firm views Cedar Fair as an &#34;interesting investment opportunity&#34; into the merger with Six Flags (SIX).</p></li><li><p>Scotiabank initiated coverage of <strong>Bio-Techne </strong>(TECH) with an Outperform rating and $80 price target. The firm, which cites the company&#39;s &#34;industry-leading top-line growth and margin profiles,&#34; believes Bio-Techne is one of the best positioned companies to outperform the life science tools market growth.</p></li><li><p>B. Riley initiated coverage of <strong>Torrid </strong>(CURV) with a Buy rating and $7 price target, representing 35% upside potential. The firm believes Torrid is a &#34;largely undiscovered, underappreciated company and stock.&#34;</p></li><li><p>Barclays initiated coverage of <strong>PNM Resources</strong> (PNM) with an Overweight rating and $40 price target. The company is the &#34;premier way&#34; to benefit from Texas growth via small caps, the firm tells investors in a research note.</p></li><li><p>Ladenburg initiated coverage of <strong>Biodexa Pharmaceuticals</strong> (BDRX) with a Buy rating and $8 price target. The &#34;boring&#34; Type 1 Diabetes, or T1D, market has been dominated by commoditized insulin variations for decades, but the recently approved Tzield with an FDA label implying the delay of the onset of Stage 3 T1D &#34;opened the door for multiple therapeutic options,&#34; says the firm, which notes that Biodexa recently in-licensed a Lyn kinase activator named tolimidone that was previously developed by Pfizer (PFE).</p></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: Alibaba, Disney, Roblox 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: Alibaba, Disney, Roblox and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-08 23:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3859820&headline=DIS;CHTR;RBLX;DFS;ALLY;SPR;IEX;BABA;AXP;ZI;GPRO;HTZ;FUN;TECH;CURV;PNM;BDRX;PFE-Alibaba-downgraded-Disney-upgraded-Wall-Streets-top-analyst-calls&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>thefly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades:...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3859820&headline=DIS;CHTR;RBLX;DFS;ALLY;SPR;IEX;BABA;AXP;ZI;GPRO;HTZ;FUN;TECH;CURV;PNM;BDRX;PFE-Alibaba-downgraded-Disney-upgraded-Wall-Streets-top-analyst-calls&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","BABA":"阿里巴巴"},"source_url":"https://thefly.com/landingPageNews.php?id=3859820&headline=DIS;CHTR;RBLX;DFS;ALLY;SPR;IEX;BABA;AXP;ZI;GPRO;HTZ;FUN;TECH;CURV;PNM;BDRX;PFE-Alibaba-downgraded-Disney-upgraded-Wall-Streets-top-analyst-calls&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107878523","content_text":"The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades:Needham upgraded Disney (DIS) to Buy from Hold with a $120 price target based on expectations for \"strong\" 23% 2024 EPS growth, driven by additional cost savings, direct-to-consumer streaming breakeven by Q4 with \"double-digit\" margins at maturity and 5.5M-6M new subscribers from Charter (CHTR) in fiscal Q2.Barclays upgraded Roblox (RBLX) to Equal Weight from Underweight with a price target of $46, up from $26. The firm notes company had a constructive investor day in November and reported \"robust\" Q4 results on Wednesday. Goldman Sachs also upgraded Roblox to Neutral from Sell with a price target of $48, up from $35, post the Q4 report.Morgan Stanley upgraded Discover (DFS) to Overweight from Equal Weight with a price target of $133, up from $105 as a new analyst at the firm assumed primary coverage. Following Q4 reporting, the firm is incrementally more bullish on prospects of a softer credit landing and identifies Ally (ALLY) and Discover as two ways to play that theme.TD Cowen upgraded Spirit AeroSystems (SPR) to Outperform from Market Perform with a price target of $35, up from $27. The firm cites the company's enhanced cash flow prospects for the upgrade.Stifel upgraded Idex Corp. (IEX) to Buy from Hold with a price target of $265, up from $215. After a challenging 2023, the firm sees a return to growth in the second half of 2024 with upside to current guidance from market recovery, margin expansion with typically high incremental margins early in the cycle, and a return to double-digit organic earnings growth in 2025.Top 5 Downgrades:Macquarie downgraded Alibaba (BABA) to Neutral from Outperform with a price target of $85.40, down from $88.50, following the company's Q3 results. Alibaba is balancing defense and expansion, which potentially caps earnings upside for now, the firm says.Morgan Stanley downgraded American Express (AXP) to Equal Weight from Overweight with a price target of $222, up from $212 as a new analyst at the firm assumed primary coverage. AmEx shares have outperformed peers since earnings, as management guided 2024 top-line growth above a slowdown investors feared, EPS guidance came in better-than-expected and the company raised its dividend by 17% in a sign of confidence, notes the firm, which now sees good news baked into the price.Citi downgraded ZoomInfo (ZI) to Sell from Neutral with a price target of $13, down from $20. The firm says leading indicators for ZoomInfo, including web traffic and competitive inputs, continue to trend weaker.Wedbush downgraded GoPro (GPRO) to Neutral from Outperform with a price target of $2, down from $4. The company's prior sales growth targets appear unlikely in 2024 and possibly beyond, while its margin expansion opportunities are limited, the firm says.Morgan Stanley downgraded Hertz (HTZ) to Equal Weight from Overweight with a price target of $10, down from $15. Following Q4 results, follow-up calls with management, channel checks, and further negative EV data points, the firm believes the risks to Hertz's business outlook are \"more in balance with the potential reward.\"Top 5 Initiations:Oppenheimer initiated coverage of Cedar Fair (FUN) with an Outperform rating and $49 price target. The firm views Cedar Fair as an \"interesting investment opportunity\" into the merger with Six Flags (SIX).Scotiabank initiated coverage of Bio-Techne (TECH) with an Outperform rating and $80 price target. The firm, which cites the company's \"industry-leading top-line growth and margin profiles,\" believes Bio-Techne is one of the best positioned companies to outperform the life science tools market growth.B. Riley initiated coverage of Torrid (CURV) with a Buy rating and $7 price target, representing 35% upside potential. The firm believes Torrid is a \"largely undiscovered, underappreciated company and stock.\"Barclays initiated coverage of PNM Resources (PNM) with an Overweight rating and $40 price target. The company is the \"premier way\" to benefit from Texas growth via small caps, the firm tells investors in a research note.Ladenburg initiated coverage of Biodexa Pharmaceuticals (BDRX) with a Buy rating and $8 price target. The \"boring\" Type 1 Diabetes, or T1D, market has been dominated by commoditized insulin variations for decades, but the recently approved Tzield with an FDA label implying the delay of the onset of Stage 3 T1D \"opened the door for multiple therapeutic options,\" says the firm, which notes that Biodexa recently in-licensed a Lyn kinase activator named tolimidone that was previously developed by Pfizer (PFE).","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":270844609294456,"gmtCreate":1707161955750,"gmtModify":1707161958719,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> It all depends on the market. It just going to take time but I believe it might go to $20 1-2 months Time. Just my opinion.","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> It all depends on the market. It just going to take time but I believe it might go to $20 1-2 months Time. Just my opinion.","text":"$Palantir Technologies Inc.(PLTR)$ It all depends on the market. It just going to take time but I believe it might go to $20 1-2 months Time. Just my opinion.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/270844609294456","isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269474652602504,"gmtCreate":1706806660057,"gmtModify":1706806664140,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269474652602504","repostId":"1147218574","repostType":4,"repost":{"id":"1147218574","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":1706801400,"share":"https://www.laohu8.com/m/news/1147218574?lang=&edition=full","pubTime":"2024-02-01 23:30","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Microsoft, Nvidia, Qualcomm, General Motors and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1147218574","media":"Tiger Newspress","summary":"Here are Thursday’s biggest calls on Wall Street:Oppenheimer reiterates Apple as outperformOppenheimer said it’s standing by the stock heading into earnings on Thursday afternoon.“We expect AAPL to re","content":"<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h2 id=\"id_3356867913\" style=\"text-align: start;\">Oppenheimer reiterates Apple as outperform</h2><p>Oppenheimer said it’s standing by the stock heading into earnings on Thursday afternoon.</p><p>“We expect AAPL to report in-line F1Q24 revenues (flat to 1% growth Y/Y) and similar trend for F2Q24.”</p><h2 id=\"id_2543950503\" style=\"text-align: start;\">Redburn Atlantic Equities reiterates Tesla as sell</h2><p>Redburn said it’s sticking with its sell rating following Tesla’s disappointing earnings results last week.</p><p>“Messages from last week’s Q4 results add conviction to our Sell thesis.”</p><h2 id=\"id_1554525071\" style=\"text-align: start;\">Goldman Sachs reiterates Microsoft as buy</h2><p>Goldman said it’s standing by the tech giant after its earnings report earlier this week.</p><p>“We reiterate our Buy rating and $450 PT, as results validate our thesis that Microsoft is sitting at the nexus of the technological shift toward an AI-first IT stack.</p><h2 id=\"id_193539939\" style=\"text-align: start;\">Mizuho reiterates Nvidia as buy</h2><p>Mizuho said it’s standing by the stock heading into its GTC Conference in March.</p><p>“We continue to see NVDA as the best AI/ML play, pushing the tip of the spear in AI training performance, as it hosts GTC 2024 on 3/18-21.”</p><h2 id=\"id_2671456717\" style=\"text-align: start;\">Citi downgrades Qualcomm to neutral from buy</h2><p>Citi downgraded the stock after its earnings report on Wednesday citing lower-than-expected guidance.</p><p>“Yesterday after the close, Qualcomm reported good results but guided below Consensus driven by share loss at Samsung.”</p><h2 id=\"id_1917196671\" style=\"text-align: start;\">Morgan Stanley reiterates General Motors as overweight</h2><p>Morgan Stanley said it’s standing by the auto giant and that GM shares are “cheap.”</p><p>“We raise our PT to $43 from $40… Our revised target puts the stock on just over 5x our FY24 EPS and 4.8x midpoint of company guide.”</p><h2 id=\"id_848650227\" style=\"text-align: start;\">JPMorgan upgrades AT&amp;T to overweight from neutral</h2><p>JPMorgan said in its upgrade of AT&amp;T that the stock has an attractive valuation.</p><p>“The company has been able to show consistent execution in its wireless and broadband businesses and we see solid long-term growth for both segments, especially in broadband with its ongoing fiber build along with incremental opportunities in and out of existing markets.”</p><h2 id=\"id_707847453\" style=\"text-align: start;\">RBC downgrades New York Community Bancorp to sector perform from outperform</h2><p>RBC downgraded New York Community Bancorp after the regional banks disappointing quarterly results on Wednesday.</p><p>“Results had several negative surprises, including a higher-than-expected provision and reserve build, a meaningfully lower margin and outlook, and a dividend cut announcement.”</p><h2 id=\"id_1674329846\" style=\"text-align: start;\">Morgan Stanley reiterates Bloom Energy as overweight</h2><p>Morgan Stanley said the energy company is an “underappreciated AI winner.”</p><p>“BE is a secular winner as the world adopts GenAI given the significant incremental power demand associated with data center growth, coupled with grid infrastructure constraints and reliability concerns.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Apple, Tesla, Microsoft, Nvidia, Qualcomm, General Motors 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: Apple, Tesla, Microsoft, Nvidia, Qualcomm, General Motors and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-02-01 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h2 id=\"id_3356867913\" style=\"text-align: start;\">Oppenheimer reiterates Apple as outperform</h2><p>Oppenheimer said it’s standing by the stock heading into earnings on Thursday afternoon.</p><p>“We expect AAPL to report in-line F1Q24 revenues (flat to 1% growth Y/Y) and similar trend for F2Q24.”</p><h2 id=\"id_2543950503\" style=\"text-align: start;\">Redburn Atlantic Equities reiterates Tesla as sell</h2><p>Redburn said it’s sticking with its sell rating following Tesla’s disappointing earnings results last week.</p><p>“Messages from last week’s Q4 results add conviction to our Sell thesis.”</p><h2 id=\"id_1554525071\" style=\"text-align: start;\">Goldman Sachs reiterates Microsoft as buy</h2><p>Goldman said it’s standing by the tech giant after its earnings report earlier this week.</p><p>“We reiterate our Buy rating and $450 PT, as results validate our thesis that Microsoft is sitting at the nexus of the technological shift toward an AI-first IT stack.</p><h2 id=\"id_193539939\" style=\"text-align: start;\">Mizuho reiterates Nvidia as buy</h2><p>Mizuho said it’s standing by the stock heading into its GTC Conference in March.</p><p>“We continue to see NVDA as the best AI/ML play, pushing the tip of the spear in AI training performance, as it hosts GTC 2024 on 3/18-21.”</p><h2 id=\"id_2671456717\" style=\"text-align: start;\">Citi downgrades Qualcomm to neutral from buy</h2><p>Citi downgraded the stock after its earnings report on Wednesday citing lower-than-expected guidance.</p><p>“Yesterday after the close, Qualcomm reported good results but guided below Consensus driven by share loss at Samsung.”</p><h2 id=\"id_1917196671\" style=\"text-align: start;\">Morgan Stanley reiterates General Motors as overweight</h2><p>Morgan Stanley said it’s standing by the auto giant and that GM shares are “cheap.”</p><p>“We raise our PT to $43 from $40… Our revised target puts the stock on just over 5x our FY24 EPS and 4.8x midpoint of company guide.”</p><h2 id=\"id_848650227\" style=\"text-align: start;\">JPMorgan upgrades AT&amp;T to overweight from neutral</h2><p>JPMorgan said in its upgrade of AT&amp;T that the stock has an attractive valuation.</p><p>“The company has been able to show consistent execution in its wireless and broadband businesses and we see solid long-term growth for both segments, especially in broadband with its ongoing fiber build along with incremental opportunities in and out of existing markets.”</p><h2 id=\"id_707847453\" style=\"text-align: start;\">RBC downgrades New York Community Bancorp to sector perform from outperform</h2><p>RBC downgraded New York Community Bancorp after the regional banks disappointing quarterly results on Wednesday.</p><p>“Results had several negative surprises, including a higher-than-expected provision and reserve build, a meaningfully lower margin and outlook, and a dividend cut announcement.”</p><h2 id=\"id_1674329846\" style=\"text-align: start;\">Morgan Stanley reiterates Bloom Energy as overweight</h2><p>Morgan Stanley said the energy company is an “underappreciated AI winner.”</p><p>“BE is a secular winner as the world adopts GenAI given the significant incremental power demand associated with data center growth, coupled with grid infrastructure constraints and reliability concerns.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","BE":"Bloom Energy Corp","MSFT":"微软","AAPL":"苹果","T":"美国电话电报","NYCB":"纽约社区银行","TSLA":"特斯拉","GM":"通用汽车","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147218574","content_text":"Here are Thursday’s biggest calls on Wall Street:Oppenheimer reiterates Apple as outperformOppenheimer said it’s standing by the stock heading into earnings on Thursday afternoon.“We expect AAPL to report in-line F1Q24 revenues (flat to 1% growth Y/Y) and similar trend for F2Q24.”Redburn Atlantic Equities reiterates Tesla as sellRedburn said it’s sticking with its sell rating following Tesla’s disappointing earnings results last week.“Messages from last week’s Q4 results add conviction to our Sell thesis.”Goldman Sachs reiterates Microsoft as buyGoldman said it’s standing by the tech giant after its earnings report earlier this week.“We reiterate our Buy rating and $450 PT, as results validate our thesis that Microsoft is sitting at the nexus of the technological shift toward an AI-first IT stack.Mizuho reiterates Nvidia as buyMizuho said it’s standing by the stock heading into its GTC Conference in March.“We continue to see NVDA as the best AI/ML play, pushing the tip of the spear in AI training performance, as it hosts GTC 2024 on 3/18-21.”Citi downgrades Qualcomm to neutral from buyCiti downgraded the stock after its earnings report on Wednesday citing lower-than-expected guidance.“Yesterday after the close, Qualcomm reported good results but guided below Consensus driven by share loss at Samsung.”Morgan Stanley reiterates General Motors as overweightMorgan Stanley said it’s standing by the auto giant and that GM shares are “cheap.”“We raise our PT to $43 from $40… Our revised target puts the stock on just over 5x our FY24 EPS and 4.8x midpoint of company guide.”JPMorgan upgrades AT&T to overweight from neutralJPMorgan said in its upgrade of AT&T that the stock has an attractive valuation.“The company has been able to show consistent execution in its wireless and broadband businesses and we see solid long-term growth for both segments, especially in broadband with its ongoing fiber build along with incremental opportunities in and out of existing markets.”RBC downgrades New York Community Bancorp to sector perform from outperformRBC downgraded New York Community Bancorp after the regional banks disappointing quarterly results on Wednesday.“Results had several negative surprises, including a higher-than-expected provision and reserve build, a meaningfully lower margin and outlook, and a dividend cut announcement.”Morgan Stanley reiterates Bloom Energy as overweightMorgan Stanley said the energy company is an “underappreciated AI winner.”“BE is a secular winner as the world adopts GenAI given the significant incremental power demand associated with data center growth, coupled with grid infrastructure constraints and reliability concerns.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269014764642384,"gmtCreate":1706712086047,"gmtModify":1706712090569,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Interesting.","listText":"Interesting.","text":"Interesting.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269014764642384","repostId":"1159213110","repostType":2,"repost":{"id":"1159213110","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":1706711998,"share":"https://www.laohu8.com/m/news/1159213110?lang=&edition=full","pubTime":"2024-01-31 22:39","market":"us","language":"en","title":"Tesla Stock Drops 1.7% After Elon Musk’s $56 Billion Pay Package Voided by Court","url":"https://stock-news.laohu8.com/highlight/detail?id=1159213110","media":"Tiger Newspress","summary":"A Delaware judge on Tuesday voided the $56 billion pay package of Tesla CEO Elon Musk, ruling that the company's board of directors failed to prove \"that the compensation plan was fair\" or show much evidence that they had even negotiated with him.Tesla's share price slid about 3% in premarket trading Wednesday following news of the decision in the lawsuit filed by Richard Tornetta, a shareholder in the electric automaker.Chancery Court Chancellor Kathaleen McCormick told the parties in the lawsu","content":"<html><head></head><body><p>A Delaware judge on Tuesday voided the $56 billion pay package of Tesla CEO Elon Musk, ruling that the company&#39;s board of directors failed to prove &#34;that the compensation plan was fair&#34; or show much evidence that they had even negotiated with him.</p><p style=\"text-align: start;\">Tesla&#39;s share price slid 1.7% in morning trading Wednesday following news of the decision in the lawsuit filed by Richard Tornetta, a shareholder in the electric automaker.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/421d6cf891a78773b0cc61984681e807\" tg-width=\"843\" tg-height=\"623\"/></p><p style=\"text-align: start;\">Chancery Court Chancellor Kathaleen McCormick told the parties in the lawsuit to confer on what would be a final order directing Musk to return the compensation he has received under the plan.</p><p style=\"text-align: start;\">Musk can appeal the decision to Delaware Supreme Court.</p><p style=\"text-align: start;\">The pay package that Tesla granted Musk in 2018 was the largest compensation plan in public corporate history, McCormick noted in her 200-page ruling.</p><p style=\"text-align: start;\">The package made the Tesla and SpaceX boss a centi-billionaire and the richest person on the planet.</p><p style=\"text-align: start;\">That plan had offered Musk the chance to secure 12 tranches of Tesla stock options, which would vest if the company&#39;s market capitalization increased by $50 billion and Tesla achieved a revenue target.</p><p style=\"text-align: start;\">&#34;Was the richest person in the world overpaid?&#34; asked McCormick in her decision.</p><p style=\"text-align: start;\">&#34;The stockholder plaintiff in this derivative lawsuit says so. He claims that Tesla, Inc.&#39;s directors breached their fiduciary duties by awarding Elon Musk a performance-based equity-compensation plan.&#34;</p><p style=\"text-align: start;\">&#34;In the final analysis, Musk launched a self-driving process, recalibrating the speed and direction along the way as he saw fit,&#34; the judge wrote. &#34;The process arrived at an unfair price. And through this litigation, the plaintiff requests a recall.&#34;</p><p style=\"text-align: start;\">McCormick ruled that Tornetta had proved that Musk &#34;controlled Tesla&#34; and that the process leading to the board&#39;s approval of his compensation was &#34;deeply flawed.&#34;</p><p style=\"text-align: start;\">She wrote that Musk had &#34;extensive ties&#34; with the people who were negotiating for Tesla on the package, including members of management &#34;who were beholden to Musk,&#34; among them General Counsel Todd Maron, his former divorce attorney.&#34;</p><p style=\"text-align: start;\">&#34;There is no greater evidence of Musk&#39;s status as a transaction-specific controller than the Board&#39;s posture toward Musk during the process that led to the Grant,&#34; McCormick wrote.</p><p style=\"text-align: start;\">&#34;Put simply, neither the Compensation Committee nor the Board acted in the best interests of the Company when negotiating Musk&#39;s compensation plan. In fact, there is barely any evidence of negotiations at all,&#34; she wrote.</p><p style=\"text-align: start;\">&#34;Rather than negotiate against Musk with the mindset of a third party, the Compensation Committee worked alongside him, almost as an advisory body.&#34;</p><p style=\"text-align: start;\">Musk did not immediately respond to a request for comment.</p><p style=\"text-align: start;\">But in a tweet late Tuesday afternoon, Musk wrote, &#34;Never incorporate your company in the state of Delaware.&#34;</p><p>In a later tweet, he started a poll with the question: &#34;Should Tesla change its state of incorporation to Texas, home of its physical headquarters?&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Drops 1.7% After Elon Musk’s $56 Billion Pay Package Voided by Court</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 Drops 1.7% After Elon Musk’s $56 Billion Pay Package Voided by Court\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-01-31 22:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A Delaware judge on Tuesday voided the $56 billion pay package of Tesla CEO Elon Musk, ruling that the company&#39;s board of directors failed to prove &#34;that the compensation plan was fair&#34; or show much evidence that they had even negotiated with him.</p><p style=\"text-align: start;\">Tesla&#39;s share price slid 1.7% in morning trading Wednesday following news of the decision in the lawsuit filed by Richard Tornetta, a shareholder in the electric automaker.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/421d6cf891a78773b0cc61984681e807\" tg-width=\"843\" tg-height=\"623\"/></p><p style=\"text-align: start;\">Chancery Court Chancellor Kathaleen McCormick told the parties in the lawsuit to confer on what would be a final order directing Musk to return the compensation he has received under the plan.</p><p style=\"text-align: start;\">Musk can appeal the decision to Delaware Supreme Court.</p><p style=\"text-align: start;\">The pay package that Tesla granted Musk in 2018 was the largest compensation plan in public corporate history, McCormick noted in her 200-page ruling.</p><p style=\"text-align: start;\">The package made the Tesla and SpaceX boss a centi-billionaire and the richest person on the planet.</p><p style=\"text-align: start;\">That plan had offered Musk the chance to secure 12 tranches of Tesla stock options, which would vest if the company&#39;s market capitalization increased by $50 billion and Tesla achieved a revenue target.</p><p style=\"text-align: start;\">&#34;Was the richest person in the world overpaid?&#34; asked McCormick in her decision.</p><p style=\"text-align: start;\">&#34;The stockholder plaintiff in this derivative lawsuit says so. He claims that Tesla, Inc.&#39;s directors breached their fiduciary duties by awarding Elon Musk a performance-based equity-compensation plan.&#34;</p><p style=\"text-align: start;\">&#34;In the final analysis, Musk launched a self-driving process, recalibrating the speed and direction along the way as he saw fit,&#34; the judge wrote. &#34;The process arrived at an unfair price. And through this litigation, the plaintiff requests a recall.&#34;</p><p style=\"text-align: start;\">McCormick ruled that Tornetta had proved that Musk &#34;controlled Tesla&#34; and that the process leading to the board&#39;s approval of his compensation was &#34;deeply flawed.&#34;</p><p style=\"text-align: start;\">She wrote that Musk had &#34;extensive ties&#34; with the people who were negotiating for Tesla on the package, including members of management &#34;who were beholden to Musk,&#34; among them General Counsel Todd Maron, his former divorce attorney.&#34;</p><p style=\"text-align: start;\">&#34;There is no greater evidence of Musk&#39;s status as a transaction-specific controller than the Board&#39;s posture toward Musk during the process that led to the Grant,&#34; McCormick wrote.</p><p style=\"text-align: start;\">&#34;Put simply, neither the Compensation Committee nor the Board acted in the best interests of the Company when negotiating Musk&#39;s compensation plan. In fact, there is barely any evidence of negotiations at all,&#34; she wrote.</p><p style=\"text-align: start;\">&#34;Rather than negotiate against Musk with the mindset of a third party, the Compensation Committee worked alongside him, almost as an advisory body.&#34;</p><p style=\"text-align: start;\">Musk did not immediately respond to a request for comment.</p><p style=\"text-align: start;\">But in a tweet late Tuesday afternoon, Musk wrote, &#34;Never incorporate your company in the state of Delaware.&#34;</p><p>In a later tweet, he started a poll with the question: &#34;Should Tesla change its state of incorporation to Texas, home of its physical headquarters?&#34;</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":"1159213110","content_text":"A Delaware judge on Tuesday voided the $56 billion pay package of Tesla CEO Elon Musk, ruling that the company's board of directors failed to prove \"that the compensation plan was fair\" or show much evidence that they had even negotiated with him.Tesla's share price slid 1.7% in morning trading Wednesday following news of the decision in the lawsuit filed by Richard Tornetta, a shareholder in the electric automaker.Chancery Court Chancellor Kathaleen McCormick told the parties in the lawsuit to confer on what would be a final order directing Musk to return the compensation he has received under the plan.Musk can appeal the decision to Delaware Supreme Court.The pay package that Tesla granted Musk in 2018 was the largest compensation plan in public corporate history, McCormick noted in her 200-page ruling.The package made the Tesla and SpaceX boss a centi-billionaire and the richest person on the planet.That plan had offered Musk the chance to secure 12 tranches of Tesla stock options, which would vest if the company's market capitalization increased by $50 billion and Tesla achieved a revenue target.\"Was the richest person in the world overpaid?\" asked McCormick in her decision.\"The stockholder plaintiff in this derivative lawsuit says so. He claims that Tesla, Inc.'s directors breached their fiduciary duties by awarding Elon Musk a performance-based equity-compensation plan.\"\"In the final analysis, Musk launched a self-driving process, recalibrating the speed and direction along the way as he saw fit,\" the judge wrote. \"The process arrived at an unfair price. And through this litigation, the plaintiff requests a recall.\"McCormick ruled that Tornetta had proved that Musk \"controlled Tesla\" and that the process leading to the board's approval of his compensation was \"deeply flawed.\"She wrote that Musk had \"extensive ties\" with the people who were negotiating for Tesla on the package, including members of management \"who were beholden to Musk,\" among them General Counsel Todd Maron, his former divorce attorney.\"\"There is no greater evidence of Musk's status as a transaction-specific controller than the Board's posture toward Musk during the process that led to the Grant,\" McCormick wrote.\"Put simply, neither the Compensation Committee nor the Board acted in the best interests of the Company when negotiating Musk's compensation plan. In fact, there is barely any evidence of negotiations at all,\" she wrote.\"Rather than negotiate against Musk with the mindset of a third party, the Compensation Committee worked alongside him, almost as an advisory body.\"Musk did not immediately respond to a request for comment.But in a tweet late Tuesday afternoon, Musk wrote, \"Never incorporate your company in the state of Delaware.\"In a later tweet, he started a poll with the question: \"Should Tesla change its state of incorporation to Texas, home of its physical headquarters?\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268509931401456,"gmtCreate":1706577192730,"gmtModify":1706577197937,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Not bad for a Monday on stock market&nbsp;","listText":"Not bad for a Monday on stock market&nbsp;","text":"Not bad for a Monday on stock market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268509931401456","repostId":"268354346025136","repostType":1,"repost":{"id":268354346025136,"gmtCreate":1706539106757,"gmtModify":1706539110098,"author":{"id":"3586838763252303","authorId":"3586838763252303","name":"Joseph80","avatar":"https://static.tigerbbs.com/120ecf10eddaf87018757652ced2a2b7","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TSLA 20240223 190.0 PUT\">$TSLA 20240223 190.0 PUT$</a> good start for today.","listText":"<a href=\"https://ttm.financial/OPT/TSLA 20240223 190.0 PUT\">$TSLA 20240223 190.0 PUT$</a> good start for today.","text":"$TSLA 20240223 190.0 PUT$ good start for today.","images":[{"img":"https://community-static.tradeup.com/news/7ab2298f487382a8bda16353f6499aeb","width":"1086","height":"1712"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268354346025136","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268507160920208,"gmtCreate":1706576572333,"gmtModify":1706576576993,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268507160920208","repostId":"1157001411","repostType":2,"repost":{"id":"1157001411","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings","home_visible":1,"media_name":"TigerNews SG","id":"1050470178","head_image":"https://community-static.tradeup.com/news/f17a9a7b68c877792d5e556261e9e709"},"pubTimestamp":1706575695,"share":"https://www.laohu8.com/m/news/1157001411?lang=&edition=full","pubTime":"2024-01-30 08:48","market":"sg","language":"en","title":"Singapore Stocks to Watch: MPACT, MLT, Keppel Reit, Clint, CDLHT, OUE Reit","url":"https://stock-news.laohu8.com/highlight/detail?id=1157001411","media":"TigerNews SG","summary":"The following companies saw new developments that may affect trading of their securities on Tuesday (Jan 30):Mapletree Pan Asia Commercial Trust (MPACT) has declared 9.1% lower distribution per unit (","content":"<html><head></head><body><p>The following companies saw new developments that may affect trading of their securities on Tuesday (Jan 30):</p><p><strong>Mapletree Pan Asia Commercial Trust (MPACT)</strong> has declared 9.1% lower distribution per unit (DPU) y-o-y of 2.20 cents for 3QFY2024 ended Dec 31, 2023, tempered by rate hikes and the absence of a one-off gain.</p><p style=\"text-align: start;\">However, the REIT recorded y-o-y gains in gross revenue and net property income (NPI) for the quarter, which improved by 0.8% y-o-y to $241.6 million and 1.7% y-o-y to $182.4 million, respectively. </p><p style=\"text-align: start;\">Despite broad forex challenges, growth was primarily driven by Singapore’s robust performance, which delivered positive contributions after fully offsetting higher utility expenses. </p><p><strong>Mapletree Logistics Trust (MLT)</strong> has proposed the divestment of its property at 72 Tuas South Avenue 1 for a sale price of $16.8 million.</p><p style=\"text-align: start;\">On Jan 29, the manager of MLT announced that HSBC Institutional Trust Services (Singapore), in its capacity as trustee of MLT, had entered into a purchase agreement with an unrelated third party.</p><p style=\"text-align: start;\">The property is a 22-year-old four-storey cargo lift warehouse with a net lettable area of approximately 10,967 sqm. The sale price of $16.8 million is 10.5% above the latest valuation of $15.2 million as at Jan 1.</p><p><strong>Keppel REIT</strong> has reported a distribution per unit (DPU) of 5.80 cents for the FY2023 ended Dec 31, 2023, 2.0% lower y-o-y. DPU for the 2HFY2023 fell by 1.7% y-o-y to 2.90 cents.</p><p style=\"text-align: start;\">The lower DPUs were mostly due to the higher borrowing costs. In the FY2023, borrowing costs rose by 16.0% y-o-y to $67.0 million while borrowing costs rose 8.3% y-o-y to $35.2 million in the 2HFY2023.</p><p style=\"text-align: start;\">For the FY2023 and 2HFY2023, the REIT had 3.78 billion units in issue compared to the 3.74 billion units in issue in the corresponding periods the year before.</p><p>The manager of <strong>CapitaLand India Trust (CLINT)</strong> has reported a distribution per unit (DPU) of 3.09 cents for its 2HFY2023 ended Dec 31, 2023, 21% lower than the DPU of 3.91 cents in the same period the year before.</p><p style=\"text-align: start;\">DPU for the FY2023 also decreased 21% y-o-y to 6.45 cents from FY2022’s 8.19 cents. The lower DPU is mainly attributed to an enlarged unit base following the preferential offering in July 2023, higher finance costs and the appreciation of the Singdollar against the Indian Rupee (INR).</p><p style=\"text-align: start;\">In INR terms, total property income for the 2HFY2023 stood at INR7.58 billion ($122.3 million), 23% higher y-o-y, leading to a total property income of INR14.4 billion for the full year. </p><p><strong>CDL Hospitality Trusts (CDLHT)</strong> has reported a total distribution per stapled security (DPS) of 5.70 cents for the FY2023 ended Dec 31, 2023, 1.2% higher y-o-y.</p><p style=\"text-align: start;\">Including capital distributions, which rose by 99.5% y-o-y to $12.7 million for the year, total distribution to stapled securityholders – after retention for working capital – increased by 1.8% y-o-y to $71.0 million.</p><p style=\"text-align: start;\">FY2023 revenue rose by 12.3% y-o-y to $257.6 million due to improvements across most of CDLHT’s portfolio markets.</p><p><strong>OUE REIT</strong>, the newly-renamed OUE Commercial REIT, has maintained its 2HFY2023 distribution at 1.04 cents per unit. </p><p style=\"text-align: start;\">Revenue in the same six months ended Dec 31 2023 was up 16.4% over the year-earlier period and its net property income increased by 15.9% y-o-y.</p><p style=\"text-align: start;\">However, the amount available for distribution was weighed down by higher finance costs. The REIT held back a bigger quantum for working capital; its share of joint venture results dropped as well.</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>Singapore Stocks to Watch: MPACT, MLT, Keppel Reit, Clint, CDLHT, OUE Reit</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 Stocks to Watch: MPACT, MLT, Keppel Reit, Clint, CDLHT, OUE Reit\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1050470178\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/f17a9a7b68c877792d5e556261e9e709);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TigerNews SG </p>\n<p class=\"h-time\">2024-01-30 08:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The following companies saw new developments that may affect trading of their securities on Tuesday (Jan 30):</p><p><strong>Mapletree Pan Asia Commercial Trust (MPACT)</strong> has declared 9.1% lower distribution per unit (DPU) y-o-y of 2.20 cents for 3QFY2024 ended Dec 31, 2023, tempered by rate hikes and the absence of a one-off gain.</p><p style=\"text-align: start;\">However, the REIT recorded y-o-y gains in gross revenue and net property income (NPI) for the quarter, which improved by 0.8% y-o-y to $241.6 million and 1.7% y-o-y to $182.4 million, respectively. </p><p style=\"text-align: start;\">Despite broad forex challenges, growth was primarily driven by Singapore’s robust performance, which delivered positive contributions after fully offsetting higher utility expenses. </p><p><strong>Mapletree Logistics Trust (MLT)</strong> has proposed the divestment of its property at 72 Tuas South Avenue 1 for a sale price of $16.8 million.</p><p style=\"text-align: start;\">On Jan 29, the manager of MLT announced that HSBC Institutional Trust Services (Singapore), in its capacity as trustee of MLT, had entered into a purchase agreement with an unrelated third party.</p><p style=\"text-align: start;\">The property is a 22-year-old four-storey cargo lift warehouse with a net lettable area of approximately 10,967 sqm. The sale price of $16.8 million is 10.5% above the latest valuation of $15.2 million as at Jan 1.</p><p><strong>Keppel REIT</strong> has reported a distribution per unit (DPU) of 5.80 cents for the FY2023 ended Dec 31, 2023, 2.0% lower y-o-y. DPU for the 2HFY2023 fell by 1.7% y-o-y to 2.90 cents.</p><p style=\"text-align: start;\">The lower DPUs were mostly due to the higher borrowing costs. In the FY2023, borrowing costs rose by 16.0% y-o-y to $67.0 million while borrowing costs rose 8.3% y-o-y to $35.2 million in the 2HFY2023.</p><p style=\"text-align: start;\">For the FY2023 and 2HFY2023, the REIT had 3.78 billion units in issue compared to the 3.74 billion units in issue in the corresponding periods the year before.</p><p>The manager of <strong>CapitaLand India Trust (CLINT)</strong> has reported a distribution per unit (DPU) of 3.09 cents for its 2HFY2023 ended Dec 31, 2023, 21% lower than the DPU of 3.91 cents in the same period the year before.</p><p style=\"text-align: start;\">DPU for the FY2023 also decreased 21% y-o-y to 6.45 cents from FY2022’s 8.19 cents. The lower DPU is mainly attributed to an enlarged unit base following the preferential offering in July 2023, higher finance costs and the appreciation of the Singdollar against the Indian Rupee (INR).</p><p style=\"text-align: start;\">In INR terms, total property income for the 2HFY2023 stood at INR7.58 billion ($122.3 million), 23% higher y-o-y, leading to a total property income of INR14.4 billion for the full year. </p><p><strong>CDL Hospitality Trusts (CDLHT)</strong> has reported a total distribution per stapled security (DPS) of 5.70 cents for the FY2023 ended Dec 31, 2023, 1.2% higher y-o-y.</p><p style=\"text-align: start;\">Including capital distributions, which rose by 99.5% y-o-y to $12.7 million for the year, total distribution to stapled securityholders – after retention for working capital – increased by 1.8% y-o-y to $71.0 million.</p><p style=\"text-align: start;\">FY2023 revenue rose by 12.3% y-o-y to $257.6 million due to improvements across most of CDLHT’s portfolio markets.</p><p><strong>OUE REIT</strong>, the newly-renamed OUE Commercial REIT, has maintained its 2HFY2023 distribution at 1.04 cents per unit. </p><p style=\"text-align: start;\">Revenue in the same six months ended Dec 31 2023 was up 16.4% over the year-earlier period and its net property income increased by 15.9% y-o-y.</p><p style=\"text-align: start;\">However, the amount available for distribution was weighed down by higher finance costs. The REIT held back a bigger quantum for working capital; its share of joint venture results dropped as well.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"N2IU.SI":"丰树商业信托","CY6U.SI":"凯德印度信托","J85.SI":"城市酒店信托","K71U.SI":"吉宝房地产信托","M44U.SI":"丰树物流信托","TS0U.SI":"华联房地产投资信托"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157001411","content_text":"The following companies saw new developments that may affect trading of their securities on Tuesday (Jan 30):Mapletree Pan Asia Commercial Trust (MPACT) has declared 9.1% lower distribution per unit (DPU) y-o-y of 2.20 cents for 3QFY2024 ended Dec 31, 2023, tempered by rate hikes and the absence of a one-off gain.However, the REIT recorded y-o-y gains in gross revenue and net property income (NPI) for the quarter, which improved by 0.8% y-o-y to $241.6 million and 1.7% y-o-y to $182.4 million, respectively. Despite broad forex challenges, growth was primarily driven by Singapore’s robust performance, which delivered positive contributions after fully offsetting higher utility expenses. Mapletree Logistics Trust (MLT) has proposed the divestment of its property at 72 Tuas South Avenue 1 for a sale price of $16.8 million.On Jan 29, the manager of MLT announced that HSBC Institutional Trust Services (Singapore), in its capacity as trustee of MLT, had entered into a purchase agreement with an unrelated third party.The property is a 22-year-old four-storey cargo lift warehouse with a net lettable area of approximately 10,967 sqm. The sale price of $16.8 million is 10.5% above the latest valuation of $15.2 million as at Jan 1.Keppel REIT has reported a distribution per unit (DPU) of 5.80 cents for the FY2023 ended Dec 31, 2023, 2.0% lower y-o-y. DPU for the 2HFY2023 fell by 1.7% y-o-y to 2.90 cents.The lower DPUs were mostly due to the higher borrowing costs. In the FY2023, borrowing costs rose by 16.0% y-o-y to $67.0 million while borrowing costs rose 8.3% y-o-y to $35.2 million in the 2HFY2023.For the FY2023 and 2HFY2023, the REIT had 3.78 billion units in issue compared to the 3.74 billion units in issue in the corresponding periods the year before.The manager of CapitaLand India Trust (CLINT) has reported a distribution per unit (DPU) of 3.09 cents for its 2HFY2023 ended Dec 31, 2023, 21% lower than the DPU of 3.91 cents in the same period the year before.DPU for the FY2023 also decreased 21% y-o-y to 6.45 cents from FY2022’s 8.19 cents. The lower DPU is mainly attributed to an enlarged unit base following the preferential offering in July 2023, higher finance costs and the appreciation of the Singdollar against the Indian Rupee (INR).In INR terms, total property income for the 2HFY2023 stood at INR7.58 billion ($122.3 million), 23% higher y-o-y, leading to a total property income of INR14.4 billion for the full year. CDL Hospitality Trusts (CDLHT) has reported a total distribution per stapled security (DPS) of 5.70 cents for the FY2023 ended Dec 31, 2023, 1.2% higher y-o-y.Including capital distributions, which rose by 99.5% y-o-y to $12.7 million for the year, total distribution to stapled securityholders – after retention for working capital – increased by 1.8% y-o-y to $71.0 million.FY2023 revenue rose by 12.3% y-o-y to $257.6 million due to improvements across most of CDLHT’s portfolio markets.OUE REIT, the newly-renamed OUE Commercial REIT, has maintained its 2HFY2023 distribution at 1.04 cents per unit. Revenue in the same six months ended Dec 31 2023 was up 16.4% over the year-earlier period and its net property income increased by 15.9% y-o-y.However, the amount available for distribution was weighed down by higher finance costs. The REIT held back a bigger quantum for working capital; its share of joint venture results dropped as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268393422241896,"gmtCreate":1706548646731,"gmtModify":1706548651431,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"This is something to look forward to&nbsp;","listText":"This is something to look forward to&nbsp;","text":"This is something to look forward to","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268393422241896","repostId":"1135901582","repostType":4,"repost":{"id":"1135901582","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":1706538600,"share":"https://www.laohu8.com/m/news/1135901582?lang=&edition=full","pubTime":"2024-01-29 22:30","market":"us","language":"en","title":"U.S. Stocks Open Mixed on Monday; SoFi Stock Jumps 14% After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1135901582","media":"Tiger Newspress","summary":"U.S. Stocks Open Mixed on Monday; SoFi Stock Jumps 14% After Earnings","content":"<html><head></head><body><p>US Stocks were little changed Monday as Wall Street looked toward several mega-cap tech earnings reports and the Federal Reserve&#39;s rate policy decision. </p><p style=\"text-align: start;\">The Dow Jones Industrial Average and S&amp;P 500 hovered just above the flatline, along with the Nasdaq Composite.</p><p>Shares of SoFi Technologies jumped 14% in morning trading Monday after the fintech posted its first quarterly profit and issued long-term guidance.</p><p style=\"text-align: start;\">SoFi posted fourth-quarter earnings of 2 cents a share, beating Wall Street’s call for a break-even quarter. In the year-ago quarter, it posted a loss of five cents, according to FactSet.</p><p>Adjusted net revenue of $594.25 million beat the $572 million analysts’ had forecast. A year ago, revenue was were $443.42 million.</p><p>For its first fiscal quarter, the company expects to post adjusted net revenue between $550 million and $560 million, adjusted Ebitda between $110 million and $120 million and net income of $10 million to $20 million.</p><p>For full-year 2024, SoFi expects earnings per share between 7 cents and 8 cents. Analysts had been forecasting 5 cents.</p><p>And beyond 2024, the company forecasts 20% to 25% compound revenue growth between 2023 and 2026, with earnings per share expected at between 55 cents and 80 cents a share in 2026.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Open Mixed on Monday; SoFi Stock Jumps 14% After Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Open Mixed on Monday; SoFi Stock Jumps 14% After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-01-29 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US Stocks were little changed Monday as Wall Street looked toward several mega-cap tech earnings reports and the Federal Reserve&#39;s rate policy decision. </p><p style=\"text-align: start;\">The Dow Jones Industrial Average and S&amp;P 500 hovered just above the flatline, along with the Nasdaq Composite.</p><p>Shares of SoFi Technologies jumped 14% in morning trading Monday after the fintech posted its first quarterly profit and issued long-term guidance.</p><p style=\"text-align: start;\">SoFi posted fourth-quarter earnings of 2 cents a share, beating Wall Street’s call for a break-even quarter. In the year-ago quarter, it posted a loss of five cents, according to FactSet.</p><p>Adjusted net revenue of $594.25 million beat the $572 million analysts’ had forecast. A year ago, revenue was were $443.42 million.</p><p>For its first fiscal quarter, the company expects to post adjusted net revenue between $550 million and $560 million, adjusted Ebitda between $110 million and $120 million and net income of $10 million to $20 million.</p><p>For full-year 2024, SoFi expects earnings per share between 7 cents and 8 cents. Analysts had been forecasting 5 cents.</p><p>And beyond 2024, the company forecasts 20% to 25% compound revenue growth between 2023 and 2026, with earnings per share expected at between 55 cents and 80 cents a share in 2026.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc.",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135901582","content_text":"US Stocks were little changed Monday as Wall Street looked toward several mega-cap tech earnings reports and the Federal Reserve's rate policy decision. The Dow Jones Industrial Average and S&P 500 hovered just above the flatline, along with the Nasdaq Composite.Shares of SoFi Technologies jumped 14% in morning trading Monday after the fintech posted its first quarterly profit and issued long-term guidance.SoFi posted fourth-quarter earnings of 2 cents a share, beating Wall Street’s call for a break-even quarter. In the year-ago quarter, it posted a loss of five cents, according to FactSet.Adjusted net revenue of $594.25 million beat the $572 million analysts’ had forecast. A year ago, revenue was were $443.42 million.For its first fiscal quarter, the company expects to post adjusted net revenue between $550 million and $560 million, adjusted Ebitda between $110 million and $120 million and net income of $10 million to $20 million.For full-year 2024, SoFi expects earnings per share between 7 cents and 8 cents. Analysts had been forecasting 5 cents.And beyond 2024, the company forecasts 20% to 25% compound revenue growth between 2023 and 2026, with earnings per share expected at between 55 cents and 80 cents a share in 2026.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268392069898256,"gmtCreate":1706548456217,"gmtModify":1706548460531,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268392069898256","repostId":"1173842360","repostType":4,"repost":{"id":"1173842360","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":1706542200,"share":"https://www.laohu8.com/m/news/1173842360?lang=&edition=full","pubTime":"2024-01-29 23:30","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia, Netflix, AMD and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1173842360","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Monday:Barclays reiterates Apple as underweightBarclays is sticking with its sell rating heading into earnings later this week.“We see in-line Dec-Q. We ex","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Monday:</p><h2 id=\"id_527969883\">Barclays reiterates Apple as underweight</h2><p>Barclays is sticking with its sell rating heading into earnings later this week.</p><p>“We see in-line Dec-Q. We expect Mar-Q guide will miss Street estimates due to softening hardware demand, which would continue a multi-quarter trend for AAPL.”<strong><br/></strong></p><h2 id=\"id_3328356380\" style=\"text-align: start;\">Jefferies reiterates Microsoft as buy</h2><p>Jefferies says it’s bullish heading into Microsoft earnings Tuesday.</p><p>“All in, we believe due to these aforementioned factors it’s possible that MSFT guides to mid-teens reported rev growth for the year with incremental AI contribution and a potential recent tailwind of FX.”</p><h2 id=\"id_281150258\" style=\"text-align: start;\">UBS reiterates Amazon as buy</h2><p>UBS is bullish heading into Amazon earnings later this week with investors focused on the Amazon Web Services unit.</p><p>“Once again we expect investors to be keenly focused on AWS’ YOY growth as well as signs of increasing operating margins.”</p><h2 id=\"id_438393488\" style=\"text-align: start;\">Evercore ISI reiterates Alphabet as outperform</h2><p>Evercore said it’s bullish heading into Alphabet earnings later this week.</p><p>“We view the Street’s Q4 Gross Revenue estimate and Advertising Revenue estimate as reasonable, with modest upside potential given our industry channel checks suggesting continued robust Ad spend through Q4, especially at YouTube.”</p><h2 id=\"id_2483906836\" style=\"text-align: start;\">Jefferies reiterates Meta as buy</h2><p>Jefferies raised its price target on Meta to $455 per share from $425, saying it’s bullish heading into earnings later this week.</p><p>“Our recent digital ad checks have been the most positive we’ve seen in several years, giving us conviction in Q4 rev at the high end of guidance and Q1 rev guidance above the street at the high end.”</p><h2 id=\"id_1346877884\" style=\"text-align: start;\">Goldman Sachs reiterates Nvidia &amp; Micron as buys</h2><p>Goldman said it’s standing by shares of Nvidia and Micron.</p><p>“With sector valuations relative to the broader market at or near the highs on a 10-year lookback, we continue to recommend stocks where we see potential for positive EPS revisions such as NVDA (Buy, Conviction List) and MU (Buy).”</p><h2 id=\"id_1658147921\" style=\"text-align: start;\">JPMorgan reiterates Netflix at overweight</h2><p>JPMorgan says it’s standing by shares of the streaming giant.</p><p>“Our NFLX bull thesis remains: 1) accelerating revenue growth in 2024 led by healthy organic growth, Paid Sharing, &amp; price increases; 2) steady operating margin expansion balanced w/ growth investments across content, advertising, &amp; gaming.”</p><h2 id=\"id_3537059678\" style=\"text-align: start;\">Bank of America reiterates AMD as buy</h2><p>Bank of America raised its price target on the stock to $195 per share from $165.</p><p>“We rate AMD Buy. It serves a[n] $80bn+ addressable market opportunity in PC, server, high-end gaming, deep-learning and related markets where AMD has less than 30% value share currently.”</p><h2 id=\"id_4292102243\" style=\"text-align: start;\">Bernstein reiterates Qualcomm as outperform</h2><p>Bernstein said it’s bullish heading into Qualcomm earnings later this week.</p><p>“In the meantime the company’s product portfolio is the best it has ever been.”</p><h2 id=\"id_3624533955\" style=\"text-align: start;\">Citi upgrades American Airlines to buy from neutral</h2><p>Citi said in its upgrade of the carrier that it sees a “smoother flight path.”</p><p>“Against this supportive backdrop, American’s ongoing deleveraging focus and continued low capex, along with protracted industry capacity constraints, should continue to support” the stock.</p><h2 id=\"id_2725580062\" style=\"text-align: start;\">JPMorgan upgrades Dollar Tree to overweight from neutral</h2><p>JPMorgan said in its upgrade of the stock that it’s a “self-help” story.</p><p>“Dollar Tree (DLTR) – Upgrade to Overweight w/ $157 Price Target.”</p><h2 id=\"id_2268035508\" style=\"text-align: start;\">Wells Fargo downgrades Warner Brothers Discovery to equal weight from overweight</h2><p>Wells said in its downgrade of the stock that it sees “less favorable M&amp;A.”</p><p>“We’re changing our WBD thesis from deleveraging w/ multiple expansion to lower EBITDA with a static multiple. We also back-off a ’24 take-out thesis.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia, Netflix, AMD 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: Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia, Netflix, AMD and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-01-29 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Monday:</p><h2 id=\"id_527969883\">Barclays reiterates Apple as underweight</h2><p>Barclays is sticking with its sell rating heading into earnings later this week.</p><p>“We see in-line Dec-Q. We expect Mar-Q guide will miss Street estimates due to softening hardware demand, which would continue a multi-quarter trend for AAPL.”<strong><br/></strong></p><h2 id=\"id_3328356380\" style=\"text-align: start;\">Jefferies reiterates Microsoft as buy</h2><p>Jefferies says it’s bullish heading into Microsoft earnings Tuesday.</p><p>“All in, we believe due to these aforementioned factors it’s possible that MSFT guides to mid-teens reported rev growth for the year with incremental AI contribution and a potential recent tailwind of FX.”</p><h2 id=\"id_281150258\" style=\"text-align: start;\">UBS reiterates Amazon as buy</h2><p>UBS is bullish heading into Amazon earnings later this week with investors focused on the Amazon Web Services unit.</p><p>“Once again we expect investors to be keenly focused on AWS’ YOY growth as well as signs of increasing operating margins.”</p><h2 id=\"id_438393488\" style=\"text-align: start;\">Evercore ISI reiterates Alphabet as outperform</h2><p>Evercore said it’s bullish heading into Alphabet earnings later this week.</p><p>“We view the Street’s Q4 Gross Revenue estimate and Advertising Revenue estimate as reasonable, with modest upside potential given our industry channel checks suggesting continued robust Ad spend through Q4, especially at YouTube.”</p><h2 id=\"id_2483906836\" style=\"text-align: start;\">Jefferies reiterates Meta as buy</h2><p>Jefferies raised its price target on Meta to $455 per share from $425, saying it’s bullish heading into earnings later this week.</p><p>“Our recent digital ad checks have been the most positive we’ve seen in several years, giving us conviction in Q4 rev at the high end of guidance and Q1 rev guidance above the street at the high end.”</p><h2 id=\"id_1346877884\" style=\"text-align: start;\">Goldman Sachs reiterates Nvidia &amp; Micron as buys</h2><p>Goldman said it’s standing by shares of Nvidia and Micron.</p><p>“With sector valuations relative to the broader market at or near the highs on a 10-year lookback, we continue to recommend stocks where we see potential for positive EPS revisions such as NVDA (Buy, Conviction List) and MU (Buy).”</p><h2 id=\"id_1658147921\" style=\"text-align: start;\">JPMorgan reiterates Netflix at overweight</h2><p>JPMorgan says it’s standing by shares of the streaming giant.</p><p>“Our NFLX bull thesis remains: 1) accelerating revenue growth in 2024 led by healthy organic growth, Paid Sharing, &amp; price increases; 2) steady operating margin expansion balanced w/ growth investments across content, advertising, &amp; gaming.”</p><h2 id=\"id_3537059678\" style=\"text-align: start;\">Bank of America reiterates AMD as buy</h2><p>Bank of America raised its price target on the stock to $195 per share from $165.</p><p>“We rate AMD Buy. It serves a[n] $80bn+ addressable market opportunity in PC, server, high-end gaming, deep-learning and related markets where AMD has less than 30% value share currently.”</p><h2 id=\"id_4292102243\" style=\"text-align: start;\">Bernstein reiterates Qualcomm as outperform</h2><p>Bernstein said it’s bullish heading into Qualcomm earnings later this week.</p><p>“In the meantime the company’s product portfolio is the best it has ever been.”</p><h2 id=\"id_3624533955\" style=\"text-align: start;\">Citi upgrades American Airlines to buy from neutral</h2><p>Citi said in its upgrade of the carrier that it sees a “smoother flight path.”</p><p>“Against this supportive backdrop, American’s ongoing deleveraging focus and continued low capex, along with protracted industry capacity constraints, should continue to support” the stock.</p><h2 id=\"id_2725580062\" style=\"text-align: start;\">JPMorgan upgrades Dollar Tree to overweight from neutral</h2><p>JPMorgan said in its upgrade of the stock that it’s a “self-help” story.</p><p>“Dollar Tree (DLTR) – Upgrade to Overweight w/ $157 Price Target.”</p><h2 id=\"id_2268035508\" style=\"text-align: start;\">Wells Fargo downgrades Warner Brothers Discovery to equal weight from overweight</h2><p>Wells said in its downgrade of the stock that it sees “less favorable M&amp;A.”</p><p>“We’re changing our WBD thesis from deleveraging w/ multiple expansion to lower EBITDA with a static multiple. We also back-off a ’24 take-out thesis.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WBD":"Warner Bros. Discovery","GOOGL":"谷歌A","AMD":"美国超微公司","QCOM":"高通","NFLX":"奈飞","MU":"美光科技","MSFT":"微软","AAPL":"苹果","DLTR":"美元树公司","AMZN":"亚马逊","AAL":"美国航空","META":"Meta Platforms"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173842360","content_text":"Here are the biggest calls on Wall Street on Monday:Barclays reiterates Apple as underweightBarclays is sticking with its sell rating heading into earnings later this week.“We see in-line Dec-Q. We expect Mar-Q guide will miss Street estimates due to softening hardware demand, which would continue a multi-quarter trend for AAPL.”Jefferies reiterates Microsoft as buyJefferies says it’s bullish heading into Microsoft earnings Tuesday.“All in, we believe due to these aforementioned factors it’s possible that MSFT guides to mid-teens reported rev growth for the year with incremental AI contribution and a potential recent tailwind of FX.”UBS reiterates Amazon as buyUBS is bullish heading into Amazon earnings later this week with investors focused on the Amazon Web Services unit.“Once again we expect investors to be keenly focused on AWS’ YOY growth as well as signs of increasing operating margins.”Evercore ISI reiterates Alphabet as outperformEvercore said it’s bullish heading into Alphabet earnings later this week.“We view the Street’s Q4 Gross Revenue estimate and Advertising Revenue estimate as reasonable, with modest upside potential given our industry channel checks suggesting continued robust Ad spend through Q4, especially at YouTube.”Jefferies reiterates Meta as buyJefferies raised its price target on Meta to $455 per share from $425, saying it’s bullish heading into earnings later this week.“Our recent digital ad checks have been the most positive we’ve seen in several years, giving us conviction in Q4 rev at the high end of guidance and Q1 rev guidance above the street at the high end.”Goldman Sachs reiterates Nvidia & Micron as buysGoldman said it’s standing by shares of Nvidia and Micron.“With sector valuations relative to the broader market at or near the highs on a 10-year lookback, we continue to recommend stocks where we see potential for positive EPS revisions such as NVDA (Buy, Conviction List) and MU (Buy).”JPMorgan reiterates Netflix at overweightJPMorgan says it’s standing by shares of the streaming giant.“Our NFLX bull thesis remains: 1) accelerating revenue growth in 2024 led by healthy organic growth, Paid Sharing, & price increases; 2) steady operating margin expansion balanced w/ growth investments across content, advertising, & gaming.”Bank of America reiterates AMD as buyBank of America raised its price target on the stock to $195 per share from $165.“We rate AMD Buy. It serves a[n] $80bn+ addressable market opportunity in PC, server, high-end gaming, deep-learning and related markets where AMD has less than 30% value share currently.”Bernstein reiterates Qualcomm as outperformBernstein said it’s bullish heading into Qualcomm earnings later this week.“In the meantime the company’s product portfolio is the best it has ever been.”Citi upgrades American Airlines to buy from neutralCiti said in its upgrade of the carrier that it sees a “smoother flight path.”“Against this supportive backdrop, American’s ongoing deleveraging focus and continued low capex, along with protracted industry capacity constraints, should continue to support” the stock.JPMorgan upgrades Dollar Tree to overweight from neutralJPMorgan said in its upgrade of the stock that it’s a “self-help” story.“Dollar Tree (DLTR) – Upgrade to Overweight w/ $157 Price Target.”Wells Fargo downgrades Warner Brothers Discovery to equal weight from overweightWells said in its downgrade of the stock that it sees “less favorable M&A.”“We’re changing our WBD thesis from deleveraging w/ multiple expansion to lower EBITDA with a static multiple. We also back-off a ’24 take-out thesis.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":263512149307600,"gmtCreate":1705368689036,"gmtModify":1705368691684,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Has a rough&nbsp;2023. It be a challenging&nbsp;year for stocks market and formost&nbsp;nvestors as well.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Has a rough&nbsp;2023. It be a challenging&nbsp;year for stocks market and formost&nbsp;nvestors as well.","text":"$Tesla Motors(TSLA)$ Has a rough 2023. It be a challenging year for stocks market and formost nvestors as well.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263512149307600","isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":263511085703392,"gmtCreate":1705368459349,"gmtModify":1705368462878,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263511085703392","isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9954960318,"gmtCreate":1675930212937,"gmtModify":1675930216281,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954960318","repostId":"2309594071","repostType":2,"repost":{"id":"2309594071","pubTimestamp":1675956422,"share":"https://www.laohu8.com/m/news/2309594071?lang=&edition=full","pubTime":"2023-02-09 23:27","market":"us","language":"en","title":"Nasdaq Bear Market: 3 Tantalizing Value Stocks That Can Double Your Money by 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=2309594071","media":"Motley Fool","summary":"These profitable companies are exceptionally cheap and ripe for the picking, following a 33% decline in the Nasdaq Composite.","content":"<html><head></head><body><p>Last year was both financially and emotionally trying on investors. All three major U.S. stock indexes turned in their worst performance in 14 years, with the growth-focused <b>Nasdaq Composite</b> (^IXIC) bringing up the caboose. The index responsible for lifting the broader market to record highs in 2021 lost a third of its value last year.</p><p>While nothing quite prepares investors for a major stock index shedding 33% of its value in 12 months, there is a silver lining: No matter how painful short-term downdrafts are in the market, they&#39;re always, eventually, erased by a bull market rally. For investors with time on their side, bear markets are a golden buying opportunity.</p><p>Although growth stocks have been in focus for more than a decade, value stocks are looking particularly intriguing during the Nasdaq bear market. What follows are three tantalizing value stocks that have the catalysts necessary to double your money by 2026.</p><h2><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a>: Forward-year price-to-earnings ratio of 7.7</h2><p>The first phenomenal value stock with triple-digit return potential for investors over the next four years is pharmacy chain <b>Walgreens Boots Alliance</b>.</p><p>For the majority of healthcare stocks, recessions and economic downturns are mostly a nonevent. Since no one can control when they become ill, there&#39;s always a need for prescription drugs, medical devices, and a variety of healthcare services.</p><p>But because Walgreens is dependent on its brick-and-mortar locations for most of its revenue, lockdowns tied to the COVID-19 pandemic walloped its operating results. With that tough period now in the rearview mirror, investors can scoop up shares of Walgreens at a discount.</p><p>Aside from a once-in-a-century event that&#39;s made Walgreens Boots Alliance stock inexpensive, the company is also undertaking a multiyear transformation designed to lift its organic growth rate, boost operating efficiency, and increase customer loyalty. One way it&#39;s doing this is by spending big on digitization efforts. Promoting the convenience of online sales, as well as refining its supply chains, are simple ways the company can promote organic growth and improve its operating margin.</p><p>Additionally, Walgreens is steadily shifting more of its net sales toward healthcare services. It&#39;s become a majority owner in VillageMD, with the duo opening 200 colocated, full-service health clinics, as of Nov. 30, 2022. The expectation is for 1,000 of these clinics to be open in more than 30 U.S. markets by the end of 2027. These are physician-staffed clinics designed to draw repeat customers and build rapport at the grassroots level. They can also provide a nice lift to a generally low-margin operating model.</p><p>If you need one more good reason to buy Walgreens during the Nasdaq bear market, consider this: The company has increased its base annual payout for 47 consecutive years. Walgreens&#39; 5.2% yield will get investors over 20% of the way to doubling their initial investment over the next four years.</p><h2>Lovesac: Forward-year price-to-earnings ratio of 11.7</h2><p>This is as good a time as any to mention that growth stocks can be value stocks, too. That&#39;s why furniture company <b>Lovesac</b> stands out as an amazing deal at a forward price-to-earnings ratio of 11.7.</p><p>Let me stop you before your mind wanders too far. <i>Yes</i>, the furniture industry is generally slow-growing and boring. Lovesac is neither of these, with its furniture, omnichannel sales platform, and customer focus completely disrupting the industry.</p><p>At one time, beanbag-styled chairs known as &#34;sacs&#34; were Lovesac&#39;s core product. But through the first nine months of fiscal 2023, 89.9% of net revenue came from selling &#34;sactionals&#34; -- modular couches that can be rearranged a multitude of ways.  These sactionals offer functionality, optionality (over 200 cover choices), and are ecofriendly. The yarn used in the covers for sactionals is made using recycled plastic water bottles. There&#39;s simply nothing that compares to Lovesac&#39;s top-selling product.</p><p>Although Lovesac has traditional retail stores in 40 states, it&#39;s far from a traditional brick-and-mortar retailer. During the height of the pandemic, it was able to move nearly half of its sales online, while allowing pop-up showrooms and brand-name partnerships to pick up the remainder of the sales lost by physical showrooms. Having multiple sales channels is a tool that&#39;s lowered the company&#39;s overhead expenses and lifted its operating margin.</p><p>Lastly, Lovesac tends to target a more affluent core audience (middle-and-upper-income millennials, to be exact). These are folks who are less likely to be adversely impacted by inflation or mild economic downturns. In short, Lovesac is better insulated to handle economic disruptions than the traditional furniture industry.</p><p>Lovesac&#39;s sustained double-digit sales growth rate, and its expected doubling in earnings per share through 2026, according to Wall Street estimates, make it a screaming deal during the Nasdaq bear market.</p><h2>Teva Pharmaceutical Industries: Forward-year price-to-earnings ratio of 4.1</h2><p>The third tantalizing value stock that can double your money during the Nasdaq bear market is brand-name and generic-drug developer <b>Teva Pharmaceutical Industries</b>. Note: While Teva is reporting its fourth-quarter and full-year operating results before the opening bell today, all figures discussed below are based on the company&#39;s third-quarter results.</p><p>Whereas COVID-19 was a huge headwind for Walgreens Boots Alliance and Lovesac, Teva has been its own worst enemy over the past six years. It grossly overpaid for the Actavis buyout and ballooned its outstanding debt. It&#39;s also dealt with the loss of sales exclusivity on its top-selling brand-name drug (Copaxone for multiple sclerosis), and has faced a litany of litigation tied to its role in the opioid crisis.</p><p>Teva&#39;s biggest catalyst is that it&#39;s putting these miscues in the rearview mirror. Last year, the company forged a $4.2 billion nationwide settlement stemming from its role in the opioid crisis. While this was a higher dollar amount than some shareholders (myself included) had expected, it&#39;s spread out over 18 years. With this gray cloud removed, investors can focus their attention on Teva&#39;s operations, rather than its legal department.</p><p>Losing sales exclusivity to Copaxone isn&#39;t as much of a drag anymore, either. Sales growth from tardive dyskinesia drug Austedo and migraine drug Ajovy are more than outpacing revenue lost to generic forms of Copaxone. As of November, Austedo was on pace to possibly deliver its first full year of blockbuster sales (i.e., revenue in excess of $1 billion).</p><p>Teva&#39;s success is also a function of having a turnaround specialist as CEO. Since taking the lead role in 2017, Kare Schultz has reduced the company&#39;s net debt from north of $34 billion to $19 billion, as of Sept. 30, 2022. Divesting noncore assets, reducing operating expenses, and using the company&#39;s abundant cash flow to pay down debt has been the winning formula.</p><p>If Teva can successfully put all of these challenges behind it, a doubling of its earnings multiple to 8 by 2026 seems perfectly doable.</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>Nasdaq Bear Market: 3 Tantalizing Value Stocks That Can Double Your Money by 2026</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\">\nNasdaq Bear Market: 3 Tantalizing Value Stocks That Can Double Your Money by 2026\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-09 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/08/nasdaq-bear-market-3-value-stocks-can-double-money/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last year was both financially and emotionally trying on investors. All three major U.S. stock indexes turned in their worst performance in 14 years, with the growth-focused Nasdaq Composite (^IXIC) ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/08/nasdaq-bear-market-3-value-stocks-can-double-money/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LOVE":"Lovesac Co.","WBA":"沃尔格林联合博姿","TEVA":"梯瓦制药"},"source_url":"https://www.fool.com/investing/2023/02/08/nasdaq-bear-market-3-value-stocks-can-double-money/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2309594071","content_text":"Last year was both financially and emotionally trying on investors. All three major U.S. stock indexes turned in their worst performance in 14 years, with the growth-focused Nasdaq Composite (^IXIC) bringing up the caboose. The index responsible for lifting the broader market to record highs in 2021 lost a third of its value last year.While nothing quite prepares investors for a major stock index shedding 33% of its value in 12 months, there is a silver lining: No matter how painful short-term downdrafts are in the market, they're always, eventually, erased by a bull market rally. For investors with time on their side, bear markets are a golden buying opportunity.Although growth stocks have been in focus for more than a decade, value stocks are looking particularly intriguing during the Nasdaq bear market. What follows are three tantalizing value stocks that have the catalysts necessary to double your money by 2026.Walgreens Boots Alliance: Forward-year price-to-earnings ratio of 7.7The first phenomenal value stock with triple-digit return potential for investors over the next four years is pharmacy chain Walgreens Boots Alliance.For the majority of healthcare stocks, recessions and economic downturns are mostly a nonevent. Since no one can control when they become ill, there's always a need for prescription drugs, medical devices, and a variety of healthcare services.But because Walgreens is dependent on its brick-and-mortar locations for most of its revenue, lockdowns tied to the COVID-19 pandemic walloped its operating results. With that tough period now in the rearview mirror, investors can scoop up shares of Walgreens at a discount.Aside from a once-in-a-century event that's made Walgreens Boots Alliance stock inexpensive, the company is also undertaking a multiyear transformation designed to lift its organic growth rate, boost operating efficiency, and increase customer loyalty. One way it's doing this is by spending big on digitization efforts. Promoting the convenience of online sales, as well as refining its supply chains, are simple ways the company can promote organic growth and improve its operating margin.Additionally, Walgreens is steadily shifting more of its net sales toward healthcare services. It's become a majority owner in VillageMD, with the duo opening 200 colocated, full-service health clinics, as of Nov. 30, 2022. The expectation is for 1,000 of these clinics to be open in more than 30 U.S. markets by the end of 2027. These are physician-staffed clinics designed to draw repeat customers and build rapport at the grassroots level. They can also provide a nice lift to a generally low-margin operating model.If you need one more good reason to buy Walgreens during the Nasdaq bear market, consider this: The company has increased its base annual payout for 47 consecutive years. Walgreens' 5.2% yield will get investors over 20% of the way to doubling their initial investment over the next four years.Lovesac: Forward-year price-to-earnings ratio of 11.7This is as good a time as any to mention that growth stocks can be value stocks, too. That's why furniture company Lovesac stands out as an amazing deal at a forward price-to-earnings ratio of 11.7.Let me stop you before your mind wanders too far. Yes, the furniture industry is generally slow-growing and boring. Lovesac is neither of these, with its furniture, omnichannel sales platform, and customer focus completely disrupting the industry.At one time, beanbag-styled chairs known as \"sacs\" were Lovesac's core product. But through the first nine months of fiscal 2023, 89.9% of net revenue came from selling \"sactionals\" -- modular couches that can be rearranged a multitude of ways.  These sactionals offer functionality, optionality (over 200 cover choices), and are ecofriendly. The yarn used in the covers for sactionals is made using recycled plastic water bottles. There's simply nothing that compares to Lovesac's top-selling product.Although Lovesac has traditional retail stores in 40 states, it's far from a traditional brick-and-mortar retailer. During the height of the pandemic, it was able to move nearly half of its sales online, while allowing pop-up showrooms and brand-name partnerships to pick up the remainder of the sales lost by physical showrooms. Having multiple sales channels is a tool that's lowered the company's overhead expenses and lifted its operating margin.Lastly, Lovesac tends to target a more affluent core audience (middle-and-upper-income millennials, to be exact). These are folks who are less likely to be adversely impacted by inflation or mild economic downturns. In short, Lovesac is better insulated to handle economic disruptions than the traditional furniture industry.Lovesac's sustained double-digit sales growth rate, and its expected doubling in earnings per share through 2026, according to Wall Street estimates, make it a screaming deal during the Nasdaq bear market.Teva Pharmaceutical Industries: Forward-year price-to-earnings ratio of 4.1The third tantalizing value stock that can double your money during the Nasdaq bear market is brand-name and generic-drug developer Teva Pharmaceutical Industries. Note: While Teva is reporting its fourth-quarter and full-year operating results before the opening bell today, all figures discussed below are based on the company's third-quarter results.Whereas COVID-19 was a huge headwind for Walgreens Boots Alliance and Lovesac, Teva has been its own worst enemy over the past six years. It grossly overpaid for the Actavis buyout and ballooned its outstanding debt. It's also dealt with the loss of sales exclusivity on its top-selling brand-name drug (Copaxone for multiple sclerosis), and has faced a litany of litigation tied to its role in the opioid crisis.Teva's biggest catalyst is that it's putting these miscues in the rearview mirror. Last year, the company forged a $4.2 billion nationwide settlement stemming from its role in the opioid crisis. While this was a higher dollar amount than some shareholders (myself included) had expected, it's spread out over 18 years. With this gray cloud removed, investors can focus their attention on Teva's operations, rather than its legal department.Losing sales exclusivity to Copaxone isn't as much of a drag anymore, either. Sales growth from tardive dyskinesia drug Austedo and migraine drug Ajovy are more than outpacing revenue lost to generic forms of Copaxone. As of November, Austedo was on pace to possibly deliver its first full year of blockbuster sales (i.e., revenue in excess of $1 billion).Teva's success is also a function of having a turnaround specialist as CEO. Since taking the lead role in 2017, Kare Schultz has reduced the company's net debt from north of $34 billion to $19 billion, as of Sept. 30, 2022. Divesting noncore assets, reducing operating expenses, and using the company's abundant cash flow to pay down debt has been the winning formula.If Teva can successfully put all of these challenges behind it, a doubling of its earnings multiple to 8 by 2026 seems perfectly doable.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269474652602504,"gmtCreate":1706806660057,"gmtModify":1706806664140,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269474652602504","repostId":"1147218574","repostType":4,"repost":{"id":"1147218574","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":1706801400,"share":"https://www.laohu8.com/m/news/1147218574?lang=&edition=full","pubTime":"2024-02-01 23:30","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Microsoft, Nvidia, Qualcomm, General Motors and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1147218574","media":"Tiger Newspress","summary":"Here are Thursday’s biggest calls on Wall Street:Oppenheimer reiterates Apple as outperformOppenheimer said it’s standing by the stock heading into earnings on Thursday afternoon.“We expect AAPL to re","content":"<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h2 id=\"id_3356867913\" style=\"text-align: start;\">Oppenheimer reiterates Apple as outperform</h2><p>Oppenheimer said it’s standing by the stock heading into earnings on Thursday afternoon.</p><p>“We expect AAPL to report in-line F1Q24 revenues (flat to 1% growth Y/Y) and similar trend for F2Q24.”</p><h2 id=\"id_2543950503\" style=\"text-align: start;\">Redburn Atlantic Equities reiterates Tesla as sell</h2><p>Redburn said it’s sticking with its sell rating following Tesla’s disappointing earnings results last week.</p><p>“Messages from last week’s Q4 results add conviction to our Sell thesis.”</p><h2 id=\"id_1554525071\" style=\"text-align: start;\">Goldman Sachs reiterates Microsoft as buy</h2><p>Goldman said it’s standing by the tech giant after its earnings report earlier this week.</p><p>“We reiterate our Buy rating and $450 PT, as results validate our thesis that Microsoft is sitting at the nexus of the technological shift toward an AI-first IT stack.</p><h2 id=\"id_193539939\" style=\"text-align: start;\">Mizuho reiterates Nvidia as buy</h2><p>Mizuho said it’s standing by the stock heading into its GTC Conference in March.</p><p>“We continue to see NVDA as the best AI/ML play, pushing the tip of the spear in AI training performance, as it hosts GTC 2024 on 3/18-21.”</p><h2 id=\"id_2671456717\" style=\"text-align: start;\">Citi downgrades Qualcomm to neutral from buy</h2><p>Citi downgraded the stock after its earnings report on Wednesday citing lower-than-expected guidance.</p><p>“Yesterday after the close, Qualcomm reported good results but guided below Consensus driven by share loss at Samsung.”</p><h2 id=\"id_1917196671\" style=\"text-align: start;\">Morgan Stanley reiterates General Motors as overweight</h2><p>Morgan Stanley said it’s standing by the auto giant and that GM shares are “cheap.”</p><p>“We raise our PT to $43 from $40… Our revised target puts the stock on just over 5x our FY24 EPS and 4.8x midpoint of company guide.”</p><h2 id=\"id_848650227\" style=\"text-align: start;\">JPMorgan upgrades AT&amp;T to overweight from neutral</h2><p>JPMorgan said in its upgrade of AT&amp;T that the stock has an attractive valuation.</p><p>“The company has been able to show consistent execution in its wireless and broadband businesses and we see solid long-term growth for both segments, especially in broadband with its ongoing fiber build along with incremental opportunities in and out of existing markets.”</p><h2 id=\"id_707847453\" style=\"text-align: start;\">RBC downgrades New York Community Bancorp to sector perform from outperform</h2><p>RBC downgraded New York Community Bancorp after the regional banks disappointing quarterly results on Wednesday.</p><p>“Results had several negative surprises, including a higher-than-expected provision and reserve build, a meaningfully lower margin and outlook, and a dividend cut announcement.”</p><h2 id=\"id_1674329846\" style=\"text-align: start;\">Morgan Stanley reiterates Bloom Energy as overweight</h2><p>Morgan Stanley said the energy company is an “underappreciated AI winner.”</p><p>“BE is a secular winner as the world adopts GenAI given the significant incremental power demand associated with data center growth, coupled with grid infrastructure constraints and reliability concerns.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Apple, Tesla, Microsoft, Nvidia, Qualcomm, General Motors 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: Apple, Tesla, Microsoft, Nvidia, Qualcomm, General Motors and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-02-01 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h2 id=\"id_3356867913\" style=\"text-align: start;\">Oppenheimer reiterates Apple as outperform</h2><p>Oppenheimer said it’s standing by the stock heading into earnings on Thursday afternoon.</p><p>“We expect AAPL to report in-line F1Q24 revenues (flat to 1% growth Y/Y) and similar trend for F2Q24.”</p><h2 id=\"id_2543950503\" style=\"text-align: start;\">Redburn Atlantic Equities reiterates Tesla as sell</h2><p>Redburn said it’s sticking with its sell rating following Tesla’s disappointing earnings results last week.</p><p>“Messages from last week’s Q4 results add conviction to our Sell thesis.”</p><h2 id=\"id_1554525071\" style=\"text-align: start;\">Goldman Sachs reiterates Microsoft as buy</h2><p>Goldman said it’s standing by the tech giant after its earnings report earlier this week.</p><p>“We reiterate our Buy rating and $450 PT, as results validate our thesis that Microsoft is sitting at the nexus of the technological shift toward an AI-first IT stack.</p><h2 id=\"id_193539939\" style=\"text-align: start;\">Mizuho reiterates Nvidia as buy</h2><p>Mizuho said it’s standing by the stock heading into its GTC Conference in March.</p><p>“We continue to see NVDA as the best AI/ML play, pushing the tip of the spear in AI training performance, as it hosts GTC 2024 on 3/18-21.”</p><h2 id=\"id_2671456717\" style=\"text-align: start;\">Citi downgrades Qualcomm to neutral from buy</h2><p>Citi downgraded the stock after its earnings report on Wednesday citing lower-than-expected guidance.</p><p>“Yesterday after the close, Qualcomm reported good results but guided below Consensus driven by share loss at Samsung.”</p><h2 id=\"id_1917196671\" style=\"text-align: start;\">Morgan Stanley reiterates General Motors as overweight</h2><p>Morgan Stanley said it’s standing by the auto giant and that GM shares are “cheap.”</p><p>“We raise our PT to $43 from $40… Our revised target puts the stock on just over 5x our FY24 EPS and 4.8x midpoint of company guide.”</p><h2 id=\"id_848650227\" style=\"text-align: start;\">JPMorgan upgrades AT&amp;T to overweight from neutral</h2><p>JPMorgan said in its upgrade of AT&amp;T that the stock has an attractive valuation.</p><p>“The company has been able to show consistent execution in its wireless and broadband businesses and we see solid long-term growth for both segments, especially in broadband with its ongoing fiber build along with incremental opportunities in and out of existing markets.”</p><h2 id=\"id_707847453\" style=\"text-align: start;\">RBC downgrades New York Community Bancorp to sector perform from outperform</h2><p>RBC downgraded New York Community Bancorp after the regional banks disappointing quarterly results on Wednesday.</p><p>“Results had several negative surprises, including a higher-than-expected provision and reserve build, a meaningfully lower margin and outlook, and a dividend cut announcement.”</p><h2 id=\"id_1674329846\" style=\"text-align: start;\">Morgan Stanley reiterates Bloom Energy as overweight</h2><p>Morgan Stanley said the energy company is an “underappreciated AI winner.”</p><p>“BE is a secular winner as the world adopts GenAI given the significant incremental power demand associated with data center growth, coupled with grid infrastructure constraints and reliability concerns.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","BE":"Bloom Energy Corp","MSFT":"微软","AAPL":"苹果","T":"美国电话电报","NYCB":"纽约社区银行","TSLA":"特斯拉","GM":"通用汽车","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147218574","content_text":"Here are Thursday’s biggest calls on Wall Street:Oppenheimer reiterates Apple as outperformOppenheimer said it’s standing by the stock heading into earnings on Thursday afternoon.“We expect AAPL to report in-line F1Q24 revenues (flat to 1% growth Y/Y) and similar trend for F2Q24.”Redburn Atlantic Equities reiterates Tesla as sellRedburn said it’s sticking with its sell rating following Tesla’s disappointing earnings results last week.“Messages from last week’s Q4 results add conviction to our Sell thesis.”Goldman Sachs reiterates Microsoft as buyGoldman said it’s standing by the tech giant after its earnings report earlier this week.“We reiterate our Buy rating and $450 PT, as results validate our thesis that Microsoft is sitting at the nexus of the technological shift toward an AI-first IT stack.Mizuho reiterates Nvidia as buyMizuho said it’s standing by the stock heading into its GTC Conference in March.“We continue to see NVDA as the best AI/ML play, pushing the tip of the spear in AI training performance, as it hosts GTC 2024 on 3/18-21.”Citi downgrades Qualcomm to neutral from buyCiti downgraded the stock after its earnings report on Wednesday citing lower-than-expected guidance.“Yesterday after the close, Qualcomm reported good results but guided below Consensus driven by share loss at Samsung.”Morgan Stanley reiterates General Motors as overweightMorgan Stanley said it’s standing by the auto giant and that GM shares are “cheap.”“We raise our PT to $43 from $40… Our revised target puts the stock on just over 5x our FY24 EPS and 4.8x midpoint of company guide.”JPMorgan upgrades AT&T to overweight from neutralJPMorgan said in its upgrade of AT&T that the stock has an attractive valuation.“The company has been able to show consistent execution in its wireless and broadband businesses and we see solid long-term growth for both segments, especially in broadband with its ongoing fiber build along with incremental opportunities in and out of existing markets.”RBC downgrades New York Community Bancorp to sector perform from outperformRBC downgraded New York Community Bancorp after the regional banks disappointing quarterly results on Wednesday.“Results had several negative surprises, including a higher-than-expected provision and reserve build, a meaningfully lower margin and outlook, and a dividend cut announcement.”Morgan Stanley reiterates Bloom Energy as overweightMorgan Stanley said the energy company is an “underappreciated AI winner.”“BE is a secular winner as the world adopts GenAI given the significant incremental power demand associated with data center growth, coupled with grid infrastructure constraints and reliability concerns.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955397046,"gmtCreate":1675187499685,"gmtModify":1676538982821,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9955397046","repostId":"1124767673","repostType":4,"repost":{"id":"1124767673","pubTimestamp":1675178723,"share":"https://www.laohu8.com/m/news/1124767673?lang=&edition=full","pubTime":"2023-01-31 23:25","market":"us","language":"en","title":"Fed Points Toward a Pause in May Once Hikes Have Time to Sink In","url":"https://stock-news.laohu8.com/highlight/detail?id=1124767673","media":"Bloomberg","summary":"Three more months of price data to be in hand by May meetingOfficials expected to slow hikes to 25 b","content":"<html><head></head><body><ul><li>Three more months of price data to be in hand by May meeting</li><li>Officials expected to slow hikes to 25 basis points this week</li></ul><p>Federal Reserve officials are on track to consider pausing interest rate hikes following their March meeting if more evidence of cooling inflation rolls in.</p><p>That’s based on a timeline sketched out by one of the Fed’s most closely watched hawks, Governor Christopher Waller, who was an early advocate of the Fed’s front-loading rate-hike strategy last year.</p><p>Policymakers are widely expected to raise rates by a quarter percentage point at the conclusion of a two-day gathering Wednesday,  to a range of 4.5% to 4.75%, slowing from December’s 50-basis-point increase after four straight 75-basis-point moves.</p><p><img src=\"https://static.tigerbbs.com/769a3a8628d2895e0f50b794911021cb\" tg-width=\"648\" tg-height=\"374\" referrerpolicy=\"no-referrer\"/>Fed officials projected in December that they would pause when rates move above 5%, but Wall Street traders bet they will halt slightly below that level.</p><p>US central bankers have said that October, November and December inflation data, which all showed steady declines in price increases, was welcome news but they still need to see more.</p><p>Waller, in recent comments, spelled out how much more evidence he needed to call a halt.</p><p>“The argument is just whether you should pause after three months of data or pause after six months of data,” Waller said on Jan. 20. “From the risk management side — I need six months of data, not just three.”</p><p>The core personal consumption expenditures index rose 2.2% in the three months through December on an annualized basis, and 3.7% over the past six months, a slowdown from its 4.4% pace in the last 12 months, a report Friday showed.</p><p>Vice Chair Lael Brainard, speaking a day before Waller, also pointed to declines in three- and six-month measures of inflation.</p><p>Should these trends continue for three more months, per Waller’s benchmark, policymakers could have seen enough to be confident of pausing by their May 2-3 meeting, when they will have data for January, February and March in hand.</p><p>“The messaging shifts — before it was you’ve got to get moving quickly and hunker down because we’re going to be jacking rates,” said Brett Ryan, a senior US economist at Deutsche Bank. “Now it’s not about the pace, it’s about the end point and we have to feel our way around where the end point is.”</p><p>Mindful of how they got head-faked in 2021 when prices cooled and then heated back up, officials have stressed the need to see a few more months of similar soft readings to convince them the gauges are on a meaningful decline back to their 2% target.</p><p>Waller pointed to encouraging trends in wage numbers that show a deceleration over the past few months. But he noted that some monthly measures of inflation are largely unchanged from where they were at the start of 2022.</p><p>He was among officials who explicitly said they were ok with slowing to 25 basis points this week while continuing to tighten.</p><p>The change in tone and appearance of consensus about slowing the pace of rate increases as they coast to a halt was eye-catching.</p><p>“December was still early enough that they were trying to be very grumpy and resistant to any kind of optimism that they might be able to pause,” said Julia Coronado, president of MacroPolicy Perspectives in Austin, Texas.</p><p>“But now it’s kind of noteworthy that coming into this meeting both the more dovish members and the not dovish members are comfortable with 25,” she said.</p><p>Shifting to a slower pace of increases allows policymakers to transition policy into a risk-management mode in which they keep putting pressure on demand while reducing the risk of overtightening.</p><p>“In this environment, I believe we need a strategy that is both flexible and robust,” Lorie Logan, president of the Dallas Fed, said earlier this month. “We need to continually and carefully assess what the incoming data imply about the economic outlook and adjust course accordingly.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Points Toward a Pause in May Once Hikes Have Time to Sink In</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\">\nFed Points Toward a Pause in May Once Hikes Have Time to Sink In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-31 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-31/fed-points-toward-a-pause-in-may-once-hikes-have-time-to-sink-in><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Three more months of price data to be in hand by May meetingOfficials expected to slow hikes to 25 basis points this weekFederal Reserve officials are on track to consider pausing interest rate hikes ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-31/fed-points-toward-a-pause-in-may-once-hikes-have-time-to-sink-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-31/fed-points-toward-a-pause-in-may-once-hikes-have-time-to-sink-in","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124767673","content_text":"Three more months of price data to be in hand by May meetingOfficials expected to slow hikes to 25 basis points this weekFederal Reserve officials are on track to consider pausing interest rate hikes following their March meeting if more evidence of cooling inflation rolls in.That’s based on a timeline sketched out by one of the Fed’s most closely watched hawks, Governor Christopher Waller, who was an early advocate of the Fed’s front-loading rate-hike strategy last year.Policymakers are widely expected to raise rates by a quarter percentage point at the conclusion of a two-day gathering Wednesday,  to a range of 4.5% to 4.75%, slowing from December’s 50-basis-point increase after four straight 75-basis-point moves.Fed officials projected in December that they would pause when rates move above 5%, but Wall Street traders bet they will halt slightly below that level.US central bankers have said that October, November and December inflation data, which all showed steady declines in price increases, was welcome news but they still need to see more.Waller, in recent comments, spelled out how much more evidence he needed to call a halt.“The argument is just whether you should pause after three months of data or pause after six months of data,” Waller said on Jan. 20. “From the risk management side — I need six months of data, not just three.”The core personal consumption expenditures index rose 2.2% in the three months through December on an annualized basis, and 3.7% over the past six months, a slowdown from its 4.4% pace in the last 12 months, a report Friday showed.Vice Chair Lael Brainard, speaking a day before Waller, also pointed to declines in three- and six-month measures of inflation.Should these trends continue for three more months, per Waller’s benchmark, policymakers could have seen enough to be confident of pausing by their May 2-3 meeting, when they will have data for January, February and March in hand.“The messaging shifts — before it was you’ve got to get moving quickly and hunker down because we’re going to be jacking rates,” said Brett Ryan, a senior US economist at Deutsche Bank. “Now it’s not about the pace, it’s about the end point and we have to feel our way around where the end point is.”Mindful of how they got head-faked in 2021 when prices cooled and then heated back up, officials have stressed the need to see a few more months of similar soft readings to convince them the gauges are on a meaningful decline back to their 2% target.Waller pointed to encouraging trends in wage numbers that show a deceleration over the past few months. But he noted that some monthly measures of inflation are largely unchanged from where they were at the start of 2022.He was among officials who explicitly said they were ok with slowing to 25 basis points this week while continuing to tighten.The change in tone and appearance of consensus about slowing the pace of rate increases as they coast to a halt was eye-catching.“December was still early enough that they were trying to be very grumpy and resistant to any kind of optimism that they might be able to pause,” said Julia Coronado, president of MacroPolicy Perspectives in Austin, Texas.“But now it’s kind of noteworthy that coming into this meeting both the more dovish members and the not dovish members are comfortable with 25,” she said.Shifting to a slower pace of increases allows policymakers to transition policy into a risk-management mode in which they keep putting pressure on demand while reducing the risk of overtightening.“In this environment, I believe we need a strategy that is both flexible and robust,” Lorie Logan, president of the Dallas Fed, said earlier this month. “We need to continually and carefully assess what the incoming data imply about the economic outlook and adjust course accordingly.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955926331,"gmtCreate":1675152528323,"gmtModify":1676538979858,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Apple is a good stock to buy, but at this time stock market is volatile.","listText":"Apple is a good stock to buy, but at this time stock market is volatile.","text":"Apple is a good stock to buy, but at this time stock market is volatile.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955926331","repostId":"1192075634","repostType":4,"repost":{"id":"1192075634","pubTimestamp":1675178707,"share":"https://www.laohu8.com/m/news/1192075634?lang=&edition=full","pubTime":"2023-01-31 23:25","market":"us","language":"en","title":"Apple: A Buy Ahead Of Q1 Earnings Announcement","url":"https://stock-news.laohu8.com/highlight/detail?id=1192075634","media":"Seekingalpha","summary":"SummaryApple hardware expected to struggle with iPhone shipments in focus on Q1 '23 earnings with ID","content":"<html><head></head><body><h3>Summary</h3><ul><li>Apple hardware expected to struggle with iPhone shipments in focus on Q1 &#39;23 earnings with IDC survey data suggesting a -15% decline in shipments in Q4 &#39;22.</li><li>We anticipate Apple to beat expectations, a combination of foreign exchange, inventory burn, and pricing to deliver above consensus figures and survey figures.</li><li>Our model implies modest upside as we&#39;re limited to a $155 price target, but find ourselves recommending the stock given the strength of the business versus peers.</li><li>We don&#39;t expect layoffs to be that significant but a more generous capital return policy in the form of share buybacks could add upside to our price target.</li><li>We expect gross margins and operating margins to trend higher on the greater contribution of internally sourced components driving the bill of materials lower across the product stack over time.</li></ul><h3>Apple investment thesis</h3><p>We’re heading into the <a href=\"https://laohu8.com/S/AAPL\">Apple</a> quarter with mixed indications from analysts and other companies on hardware particularly smartphone shipments heading into Q1 ’23 earnings results. That being said, we anticipate that the Chinese consumer might return even with macro uncertainty tied to the Russian and the Ukrainian War, which has put a drag on Chinese themes throughout the year. Despite the somewhat hazy outlook from the consensus we try our best to piece together some of the more useful points heading into the quarter.</p><p>Apple is expected to report Q1 ‘23 earnings results on February 2nd, 2023 after the market closes. Apple is expected to report revenue of $121.67 billion and dil. EPS of $1.94 for Q1 ‘23. We think there’s room for surprises on consumer hardware, particularly the iPhone though we’re in the middle of a mid-refresh year, indications from the sell-side suggest that diminished expectations imply a beat on hardware with continued strength in services and software revenue helping to offset the weakness in PC hardware cycle. We want to note that smartphones might be able to escape the malaise in computer hardware given the low correlation to mining hardware trends.</p><p>Furthermore, we expect AAPL to deliver revenue of $406.15 billion FY ’23 and dil. EPS of $6.53 for FY’ 23, which is higher than consensus at $402.54 billion and dil. EPS of $6.17 admittedly. We expect the company to deliver a beat mostly on better than expected iPhone channel sell-in, above expected contribution from services, and heightened gross margin contribution from using the company’s in-house silicon. We anticipate profitability trends to remain neutral to slightly positive depending on the degree to which AAPL layoffs workers.</p><p>We value the stock at $155.70, FY’25 estimated $8.29 dil. EPS, which implies an 18.78x forward earnings multiple to FY ‘25 results after factoring a 9.9% discount based on the firm’s WACC. We expect modest upside in the stock of +7.38% mirroring the types of returns a Dow component stock is likely to generate in this environment. An earnings result surprise in the form of better than expected outlook, or above consensus hardware shipments would make us incrementally positive.</p><p>We also recommend Apple to our readers as a Buy rated stock, though we believe upside is somewhat limited, we also find the stable dividends, growth, and diversification of portfolio sufficient in mitigating the downside argument, and would be one of the better blue chips to accumulate in the event of any recession or growth pullback in the economy.</p><h3>Key Apple news items heading into the quarter</h3><p>The recent update to the iMac and MacBook Pro or the PC line-up has been much needed given the lagging performance of Intel processors, and the need for differentiated hardware via the M2 Pro and M2 Max chipset. The drop-off in consumer PC shipments, which Intel (INTC) just reported and how much of that decline in shipments was tied to Apple simply moving on from the X86 ecosystem will be disclosed via the earnings release.</p><p>Foreign exchange could have a positive impact on the quarterly results, at least according to UBS analyst David Vogt:</p><p>“On January 21st, our estimates do not reflect the strength of four key currencies (EUR, GBP, YEN, and CNY) relative to the US dollar in the December quarter. Based on Apple&#39;s revenue mix, the ~10% FX headwind guide for the Dec qtr is too conservative by 400-500bps (4-5 percentage points), mitigating rev and EPS risk ahead of earnings on Feb 2.”</p><p>The company will reference Chinese shipment results throughout the quarterly earnings call, and we anticipate that the near-term results will be fueled by Chinese sell-through and an improvement in product outlook, or expansion into new categories. We think the Mac refresh was much needed, and efforts to transition the company towards gaming and VR will be helpful in mitigating the negative sentiment tied to hardware this upcoming quarter.</p><p>Apple layoffs will be another question likely raised by analysts and members of the news media following the announcement of earnings. There could be a minor layoff, perhaps less than 5% of the workforce as Apple doesn’t really need to lean down right now, but given the fact that other companies are opting to shrink workforce in favor of enabling productivity it could give AAPL some added air cover when pertaining to costs. We anticipate that Apple has benefited from being disciplined with its cost structure throughout much of Tim Cook’s tenure as CEO of the company with operating margins in OEM hardware the highest in the segment, and company level operating margin hovering 29%-30% over FY ‘21 and FY ‘22, further drives that point home.</p><p>We think the weakness in labor force participation tied to Covid-19 has led to different companies employing different policies to bring workers back to the office whether digitally or to the corporate office. Furthermore, company culture, and an emphasis on profitable business units has kept many workers safely employed at AAPL whereas other tech companies are making cuts, but mainly in non-performing business segments, which Apple doesn’t have a non-profit contributing segment to speak of. Even legacy businesses like older accessories are thought to add contribution to profits in the form of on-going services and repair related revenue.</p><p>It’s also difficult to argue why Apple should reduce its retail footprint when it establishes further verticality in Apple’s distribution aside from its e-commerce channel and is instrumental in generating revenue from service and warranty agreements for hardware. It’s hard to imagine where Apple could make cuts aside from using the usual MBA approach of unloading the bottom 5% of performers at a business, assuming the cuts are made strategically, and the bottom 5% of performers are in areas of the company where cuts could be made.</p><h3>Data on inventory and channel creates some concern among managers</h3><p>We also expect the data on inventory drain in the channel, or the availability of hardware components to be noteworthy. Analyst sentiment tied to inventory, and the lack of availability in certain markets could cause some anxiety, though the bias is on whether or not Apple was able to deliver enough devices for Q1 ’23, which is the seasonally strong quarter of the year.</p><p><img src=\"https://static.tigerbbs.com/668624a8c0662ca5cfd5278c7e81d653\" tg-width=\"622\" tg-height=\"521\" referrerpolicy=\"no-referrer\"/>Heading into the end of the year it seems supplies started to thin as we started to exit the year, though the days of available inventory, or availability tracker suggests that trends are kind of moderating when compared to prior-year according to the analyst who released the survey. Meaning, like much of the hardware data suggests from third-party reports, smartphone shipments are supposed to be bad this year, but the degree to which they’re bad is determined by the amount of phones that exit the inventory channel, and we think Apple did a fairly solid job heading into the close of the year clearing inventory thus pulling as much revenue forward into its Q4 seasonally strong quarter.</p><p>It’s not clear what analysts will say in response to some inventory clearing to deliver millions of units above consensus. For the most part, we haven’t heard a whole lot of news from other semiconductor names aside from Intel, and given its company-specific weakness, we have to look for the differences in computing sector performance to determine where businesses could outperform.</p><p>We think smartphones could buck the trend when compared to conventional PC hardware, but with Apple decoupling from x86 hardware, classifying Apple volumes in third-party reports becomes more difficult. The argument favors shareholders, as Apple can sustain higher margin PC shipments while working on IC (integrated circuit) or hardware design level improvements to its M-based architecture for desktop/notebook taking share away from the enthusiast segment of the PC market all while hiding the impact on industry data given the pull into ARM-based silicon for even more advanced graphical applications.</p><p>It’s why we’re hoping for added clarity on Apple shipments tied to computer hardware as we think the transition towards better hardware drives the arguments for better margins over time, more so than the impending job cuts that do little to drive variable costs lower. The reduction from hardware bill of materials and added control over hardware and software is what differentiates Apple.</p><p>It’s also worth noting that because Samsung (OTCPK:SSNLF) hasn’t reported earnings at the time of writing this article, we have no idea how well the component side of the business is doing out of Samsung, nor do we know if the decline in shipments was as indicated by the Q4’22 mobile smartphone shipment tracker by IDC. Based on the data from the third-party survey, device shipments for iPhone are supposed to decline by -14.9% for Apple and also -15.6% for Samsung.</p><h3>Financial model notes to consider</h3><p>Keep in mind analyst models embed like 79 million to 82 million iPhone shipments in Q1 ‘23 earnings quarter, which compares to the 85 million shipment figures released in the IDC report. Much of the positives are anticipated in other hardware categories and continued service revenue contribution.</p><p><img src=\"https://static.tigerbbs.com/0b5f42304627f273b9867b197539746e\" tg-width=\"616\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/>We think upside remains somewhat limited unless there&#39;s something we haven’t already captured in our model. We anticipate revenue and earnings to swing marginally favorably by 2-3 percentage points on the basis of foreign exchange impact, and because the firm reports on GAAP basis, the FX impact of weaker dollar in the quarter helps with generating a surprise on results.</p><p>Furthermore, we acknowledge that survey data is mostly above consensus iPhone shipment figures, which means estimates are beatable on survey data alone, and also channel sell-in.</p><h3>Our homework points to a better than expected quarter</h3><p>We think, the stock will report a minor beat on earnings and revenue to exit FY &#39;23, and we expect gradual operating margin growth through FY ‘25, and estimate a weak environment for sales in FY ‘24 with modest growth of $418 billion FY ‘24 versus consensus revenue estimates $425 billion for FY ‘23. We think estimates might be difficult to meet this upcoming year given the overwhelming negativity heading into this part of the PC cycle, but because Apple operates a separate and independent ecosystem we think the exposure is limited, and Apple can deliver above x86 ecosystem in terms of returns.</p><p>In terms of blue chip hardware names, Apple likely recovers and generates positive revenue growth of 10%-12% in a major iPhone refresh year, i.e., iPhone 15 paired with stronger macro sentiment from China and less darker skies tied to U.S. macro makes us more optimistic and give us room to revise estimates up in our valuation model. For now, based on the inputs we’re working with, we expect modest upside of 7.38%, and recommend the stock at &#34;buy&#34; based on its strong track record of paying dividends, returning capital, and weathering economic storms given diversification of business portfolio and geographic mix along with a stellar balance sheet.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: A Buy Ahead Of Q1 Earnings Announcement</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: A Buy Ahead Of Q1 Earnings Announcement\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-31 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4573684-apple-stock-upcoming-q1-earnings-buy><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple hardware expected to struggle with iPhone shipments in focus on Q1 '23 earnings with IDC survey data suggesting a -15% decline in shipments in Q4 '22.We anticipate Apple to beat ...</p>\n\n<a href=\"https://seekingalpha.com/article/4573684-apple-stock-upcoming-q1-earnings-buy\">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://seekingalpha.com/article/4573684-apple-stock-upcoming-q1-earnings-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1192075634","content_text":"SummaryApple hardware expected to struggle with iPhone shipments in focus on Q1 '23 earnings with IDC survey data suggesting a -15% decline in shipments in Q4 '22.We anticipate Apple to beat expectations, a combination of foreign exchange, inventory burn, and pricing to deliver above consensus figures and survey figures.Our model implies modest upside as we're limited to a $155 price target, but find ourselves recommending the stock given the strength of the business versus peers.We don't expect layoffs to be that significant but a more generous capital return policy in the form of share buybacks could add upside to our price target.We expect gross margins and operating margins to trend higher on the greater contribution of internally sourced components driving the bill of materials lower across the product stack over time.Apple investment thesisWe’re heading into the Apple quarter with mixed indications from analysts and other companies on hardware particularly smartphone shipments heading into Q1 ’23 earnings results. That being said, we anticipate that the Chinese consumer might return even with macro uncertainty tied to the Russian and the Ukrainian War, which has put a drag on Chinese themes throughout the year. Despite the somewhat hazy outlook from the consensus we try our best to piece together some of the more useful points heading into the quarter.Apple is expected to report Q1 ‘23 earnings results on February 2nd, 2023 after the market closes. Apple is expected to report revenue of $121.67 billion and dil. EPS of $1.94 for Q1 ‘23. We think there’s room for surprises on consumer hardware, particularly the iPhone though we’re in the middle of a mid-refresh year, indications from the sell-side suggest that diminished expectations imply a beat on hardware with continued strength in services and software revenue helping to offset the weakness in PC hardware cycle. We want to note that smartphones might be able to escape the malaise in computer hardware given the low correlation to mining hardware trends.Furthermore, we expect AAPL to deliver revenue of $406.15 billion FY ’23 and dil. EPS of $6.53 for FY’ 23, which is higher than consensus at $402.54 billion and dil. EPS of $6.17 admittedly. We expect the company to deliver a beat mostly on better than expected iPhone channel sell-in, above expected contribution from services, and heightened gross margin contribution from using the company’s in-house silicon. We anticipate profitability trends to remain neutral to slightly positive depending on the degree to which AAPL layoffs workers.We value the stock at $155.70, FY’25 estimated $8.29 dil. EPS, which implies an 18.78x forward earnings multiple to FY ‘25 results after factoring a 9.9% discount based on the firm’s WACC. We expect modest upside in the stock of +7.38% mirroring the types of returns a Dow component stock is likely to generate in this environment. An earnings result surprise in the form of better than expected outlook, or above consensus hardware shipments would make us incrementally positive.We also recommend Apple to our readers as a Buy rated stock, though we believe upside is somewhat limited, we also find the stable dividends, growth, and diversification of portfolio sufficient in mitigating the downside argument, and would be one of the better blue chips to accumulate in the event of any recession or growth pullback in the economy.Key Apple news items heading into the quarterThe recent update to the iMac and MacBook Pro or the PC line-up has been much needed given the lagging performance of Intel processors, and the need for differentiated hardware via the M2 Pro and M2 Max chipset. The drop-off in consumer PC shipments, which Intel (INTC) just reported and how much of that decline in shipments was tied to Apple simply moving on from the X86 ecosystem will be disclosed via the earnings release.Foreign exchange could have a positive impact on the quarterly results, at least according to UBS analyst David Vogt:“On January 21st, our estimates do not reflect the strength of four key currencies (EUR, GBP, YEN, and CNY) relative to the US dollar in the December quarter. Based on Apple's revenue mix, the ~10% FX headwind guide for the Dec qtr is too conservative by 400-500bps (4-5 percentage points), mitigating rev and EPS risk ahead of earnings on Feb 2.”The company will reference Chinese shipment results throughout the quarterly earnings call, and we anticipate that the near-term results will be fueled by Chinese sell-through and an improvement in product outlook, or expansion into new categories. We think the Mac refresh was much needed, and efforts to transition the company towards gaming and VR will be helpful in mitigating the negative sentiment tied to hardware this upcoming quarter.Apple layoffs will be another question likely raised by analysts and members of the news media following the announcement of earnings. There could be a minor layoff, perhaps less than 5% of the workforce as Apple doesn’t really need to lean down right now, but given the fact that other companies are opting to shrink workforce in favor of enabling productivity it could give AAPL some added air cover when pertaining to costs. We anticipate that Apple has benefited from being disciplined with its cost structure throughout much of Tim Cook’s tenure as CEO of the company with operating margins in OEM hardware the highest in the segment, and company level operating margin hovering 29%-30% over FY ‘21 and FY ‘22, further drives that point home.We think the weakness in labor force participation tied to Covid-19 has led to different companies employing different policies to bring workers back to the office whether digitally or to the corporate office. Furthermore, company culture, and an emphasis on profitable business units has kept many workers safely employed at AAPL whereas other tech companies are making cuts, but mainly in non-performing business segments, which Apple doesn’t have a non-profit contributing segment to speak of. Even legacy businesses like older accessories are thought to add contribution to profits in the form of on-going services and repair related revenue.It’s also difficult to argue why Apple should reduce its retail footprint when it establishes further verticality in Apple’s distribution aside from its e-commerce channel and is instrumental in generating revenue from service and warranty agreements for hardware. It’s hard to imagine where Apple could make cuts aside from using the usual MBA approach of unloading the bottom 5% of performers at a business, assuming the cuts are made strategically, and the bottom 5% of performers are in areas of the company where cuts could be made.Data on inventory and channel creates some concern among managersWe also expect the data on inventory drain in the channel, or the availability of hardware components to be noteworthy. Analyst sentiment tied to inventory, and the lack of availability in certain markets could cause some anxiety, though the bias is on whether or not Apple was able to deliver enough devices for Q1 ’23, which is the seasonally strong quarter of the year.Heading into the end of the year it seems supplies started to thin as we started to exit the year, though the days of available inventory, or availability tracker suggests that trends are kind of moderating when compared to prior-year according to the analyst who released the survey. Meaning, like much of the hardware data suggests from third-party reports, smartphone shipments are supposed to be bad this year, but the degree to which they’re bad is determined by the amount of phones that exit the inventory channel, and we think Apple did a fairly solid job heading into the close of the year clearing inventory thus pulling as much revenue forward into its Q4 seasonally strong quarter.It’s not clear what analysts will say in response to some inventory clearing to deliver millions of units above consensus. For the most part, we haven’t heard a whole lot of news from other semiconductor names aside from Intel, and given its company-specific weakness, we have to look for the differences in computing sector performance to determine where businesses could outperform.We think smartphones could buck the trend when compared to conventional PC hardware, but with Apple decoupling from x86 hardware, classifying Apple volumes in third-party reports becomes more difficult. The argument favors shareholders, as Apple can sustain higher margin PC shipments while working on IC (integrated circuit) or hardware design level improvements to its M-based architecture for desktop/notebook taking share away from the enthusiast segment of the PC market all while hiding the impact on industry data given the pull into ARM-based silicon for even more advanced graphical applications.It’s why we’re hoping for added clarity on Apple shipments tied to computer hardware as we think the transition towards better hardware drives the arguments for better margins over time, more so than the impending job cuts that do little to drive variable costs lower. The reduction from hardware bill of materials and added control over hardware and software is what differentiates Apple.It’s also worth noting that because Samsung (OTCPK:SSNLF) hasn’t reported earnings at the time of writing this article, we have no idea how well the component side of the business is doing out of Samsung, nor do we know if the decline in shipments was as indicated by the Q4’22 mobile smartphone shipment tracker by IDC. Based on the data from the third-party survey, device shipments for iPhone are supposed to decline by -14.9% for Apple and also -15.6% for Samsung.Financial model notes to considerKeep in mind analyst models embed like 79 million to 82 million iPhone shipments in Q1 ‘23 earnings quarter, which compares to the 85 million shipment figures released in the IDC report. Much of the positives are anticipated in other hardware categories and continued service revenue contribution.We think upside remains somewhat limited unless there's something we haven’t already captured in our model. We anticipate revenue and earnings to swing marginally favorably by 2-3 percentage points on the basis of foreign exchange impact, and because the firm reports on GAAP basis, the FX impact of weaker dollar in the quarter helps with generating a surprise on results.Furthermore, we acknowledge that survey data is mostly above consensus iPhone shipment figures, which means estimates are beatable on survey data alone, and also channel sell-in.Our homework points to a better than expected quarterWe think, the stock will report a minor beat on earnings and revenue to exit FY '23, and we expect gradual operating margin growth through FY ‘25, and estimate a weak environment for sales in FY ‘24 with modest growth of $418 billion FY ‘24 versus consensus revenue estimates $425 billion for FY ‘23. We think estimates might be difficult to meet this upcoming year given the overwhelming negativity heading into this part of the PC cycle, but because Apple operates a separate and independent ecosystem we think the exposure is limited, and Apple can deliver above x86 ecosystem in terms of returns.In terms of blue chip hardware names, Apple likely recovers and generates positive revenue growth of 10%-12% in a major iPhone refresh year, i.e., iPhone 15 paired with stronger macro sentiment from China and less darker skies tied to U.S. macro makes us more optimistic and give us room to revise estimates up in our valuation model. For now, based on the inputs we’re working with, we expect modest upside of 7.38%, and recommend the stock at \"buy\" based on its strong track record of paying dividends, returning capital, and weathering economic storms given diversification of business portfolio and geographic mix along with a stellar balance sheet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955304557,"gmtCreate":1675177579379,"gmtModify":1676538982191,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955304557","repostId":"1124767673","repostType":2,"repost":{"id":"1124767673","pubTimestamp":1675178723,"share":"https://www.laohu8.com/m/news/1124767673?lang=&edition=full","pubTime":"2023-01-31 23:25","market":"us","language":"en","title":"Fed Points Toward a Pause in May Once Hikes Have Time to Sink In","url":"https://stock-news.laohu8.com/highlight/detail?id=1124767673","media":"Bloomberg","summary":"Three more months of price data to be in hand by May meetingOfficials expected to slow hikes to 25 b","content":"<html><head></head><body><ul><li>Three more months of price data to be in hand by May meeting</li><li>Officials expected to slow hikes to 25 basis points this week</li></ul><p>Federal Reserve officials are on track to consider pausing interest rate hikes following their March meeting if more evidence of cooling inflation rolls in.</p><p>That’s based on a timeline sketched out by one of the Fed’s most closely watched hawks, Governor Christopher Waller, who was an early advocate of the Fed’s front-loading rate-hike strategy last year.</p><p>Policymakers are widely expected to raise rates by a quarter percentage point at the conclusion of a two-day gathering Wednesday,  to a range of 4.5% to 4.75%, slowing from December’s 50-basis-point increase after four straight 75-basis-point moves.</p><p><img src=\"https://static.tigerbbs.com/769a3a8628d2895e0f50b794911021cb\" tg-width=\"648\" tg-height=\"374\" referrerpolicy=\"no-referrer\"/>Fed officials projected in December that they would pause when rates move above 5%, but Wall Street traders bet they will halt slightly below that level.</p><p>US central bankers have said that October, November and December inflation data, which all showed steady declines in price increases, was welcome news but they still need to see more.</p><p>Waller, in recent comments, spelled out how much more evidence he needed to call a halt.</p><p>“The argument is just whether you should pause after three months of data or pause after six months of data,” Waller said on Jan. 20. “From the risk management side — I need six months of data, not just three.”</p><p>The core personal consumption expenditures index rose 2.2% in the three months through December on an annualized basis, and 3.7% over the past six months, a slowdown from its 4.4% pace in the last 12 months, a report Friday showed.</p><p>Vice Chair Lael Brainard, speaking a day before Waller, also pointed to declines in three- and six-month measures of inflation.</p><p>Should these trends continue for three more months, per Waller’s benchmark, policymakers could have seen enough to be confident of pausing by their May 2-3 meeting, when they will have data for January, February and March in hand.</p><p>“The messaging shifts — before it was you’ve got to get moving quickly and hunker down because we’re going to be jacking rates,” said Brett Ryan, a senior US economist at Deutsche Bank. “Now it’s not about the pace, it’s about the end point and we have to feel our way around where the end point is.”</p><p>Mindful of how they got head-faked in 2021 when prices cooled and then heated back up, officials have stressed the need to see a few more months of similar soft readings to convince them the gauges are on a meaningful decline back to their 2% target.</p><p>Waller pointed to encouraging trends in wage numbers that show a deceleration over the past few months. But he noted that some monthly measures of inflation are largely unchanged from where they were at the start of 2022.</p><p>He was among officials who explicitly said they were ok with slowing to 25 basis points this week while continuing to tighten.</p><p>The change in tone and appearance of consensus about slowing the pace of rate increases as they coast to a halt was eye-catching.</p><p>“December was still early enough that they were trying to be very grumpy and resistant to any kind of optimism that they might be able to pause,” said Julia Coronado, president of MacroPolicy Perspectives in Austin, Texas.</p><p>“But now it’s kind of noteworthy that coming into this meeting both the more dovish members and the not dovish members are comfortable with 25,” she said.</p><p>Shifting to a slower pace of increases allows policymakers to transition policy into a risk-management mode in which they keep putting pressure on demand while reducing the risk of overtightening.</p><p>“In this environment, I believe we need a strategy that is both flexible and robust,” Lorie Logan, president of the Dallas Fed, said earlier this month. “We need to continually and carefully assess what the incoming data imply about the economic outlook and adjust course accordingly.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Points Toward a Pause in May Once Hikes Have Time to Sink In</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\">\nFed Points Toward a Pause in May Once Hikes Have Time to Sink In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-31 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-31/fed-points-toward-a-pause-in-may-once-hikes-have-time-to-sink-in><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Three more months of price data to be in hand by May meetingOfficials expected to slow hikes to 25 basis points this weekFederal Reserve officials are on track to consider pausing interest rate hikes ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-31/fed-points-toward-a-pause-in-may-once-hikes-have-time-to-sink-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-31/fed-points-toward-a-pause-in-may-once-hikes-have-time-to-sink-in","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124767673","content_text":"Three more months of price data to be in hand by May meetingOfficials expected to slow hikes to 25 basis points this weekFederal Reserve officials are on track to consider pausing interest rate hikes following their March meeting if more evidence of cooling inflation rolls in.That’s based on a timeline sketched out by one of the Fed’s most closely watched hawks, Governor Christopher Waller, who was an early advocate of the Fed’s front-loading rate-hike strategy last year.Policymakers are widely expected to raise rates by a quarter percentage point at the conclusion of a two-day gathering Wednesday,  to a range of 4.5% to 4.75%, slowing from December’s 50-basis-point increase after four straight 75-basis-point moves.Fed officials projected in December that they would pause when rates move above 5%, but Wall Street traders bet they will halt slightly below that level.US central bankers have said that October, November and December inflation data, which all showed steady declines in price increases, was welcome news but they still need to see more.Waller, in recent comments, spelled out how much more evidence he needed to call a halt.“The argument is just whether you should pause after three months of data or pause after six months of data,” Waller said on Jan. 20. “From the risk management side — I need six months of data, not just three.”The core personal consumption expenditures index rose 2.2% in the three months through December on an annualized basis, and 3.7% over the past six months, a slowdown from its 4.4% pace in the last 12 months, a report Friday showed.Vice Chair Lael Brainard, speaking a day before Waller, also pointed to declines in three- and six-month measures of inflation.Should these trends continue for three more months, per Waller’s benchmark, policymakers could have seen enough to be confident of pausing by their May 2-3 meeting, when they will have data for January, February and March in hand.“The messaging shifts — before it was you’ve got to get moving quickly and hunker down because we’re going to be jacking rates,” said Brett Ryan, a senior US economist at Deutsche Bank. “Now it’s not about the pace, it’s about the end point and we have to feel our way around where the end point is.”Mindful of how they got head-faked in 2021 when prices cooled and then heated back up, officials have stressed the need to see a few more months of similar soft readings to convince them the gauges are on a meaningful decline back to their 2% target.Waller pointed to encouraging trends in wage numbers that show a deceleration over the past few months. But he noted that some monthly measures of inflation are largely unchanged from where they were at the start of 2022.He was among officials who explicitly said they were ok with slowing to 25 basis points this week while continuing to tighten.The change in tone and appearance of consensus about slowing the pace of rate increases as they coast to a halt was eye-catching.“December was still early enough that they were trying to be very grumpy and resistant to any kind of optimism that they might be able to pause,” said Julia Coronado, president of MacroPolicy Perspectives in Austin, Texas.“But now it’s kind of noteworthy that coming into this meeting both the more dovish members and the not dovish members are comfortable with 25,” she said.Shifting to a slower pace of increases allows policymakers to transition policy into a risk-management mode in which they keep putting pressure on demand while reducing the risk of overtightening.“In this environment, I believe we need a strategy that is both flexible and robust,” Lorie Logan, president of the Dallas Fed, said earlier this month. “We need to continually and carefully assess what the incoming data imply about the economic outlook and adjust course accordingly.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965221500,"gmtCreate":1669964361100,"gmtModify":1676538279502,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9965221500","repostId":"2288381611","repostType":4,"repost":{"id":"2288381611","pubTimestamp":1669944178,"share":"https://www.laohu8.com/m/news/2288381611?lang=&edition=full","pubTime":"2022-12-02 09:22","market":"us","language":"en","title":"Elon Musk Just Accused the Fed of \"Massively Amplifying\" the Risk of a Severe Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=2288381611","media":"Fortune","summary":"The world’s wealthiest man has weighed in on the Federal Reserve’s all-or-nothing fight to tame infl","content":"<html><head></head><body><p>The world’s wealthiest man has weighed in on the Federal Reserve’s all-or-nothing fight to tame inflation.</p><p>To bring down soaring inflation in the U.S., the Federal Reserve has raised interest rates six times so far this year in an effort to slow down the economy and bring prices back down. The speed and size of the rate hikes have left investors on edge, with many worried the Fed will overcorrect, if it hasn’t already, and steer the economy into a recession.</p><p>That view is shared by Tesla and Twitter CEO Elon Musk, who wrote on Twitter Wednesday that the most recent economic trends are “concerning,” adding that not only is a recession highly likely, but that the Fed is risking escalating how severe it will be by committing to its strategy of interest rate hikes.</p><p>“Trend is concerning. Fed needs to cut interest rates immediately. They are massively amplifying the probability of a severe recession,” Musk wrote.</p><p>It isn’t the first time Musk has warned of a coming recession, although the tech CEO has become increasingly concerned about the prospect of a downturn in recent months. While inflation has shown some signs of easing in the past month, the Fed is set to proceed on its trajectory of rate hikes, signaling that it will approve more interest rate increases in the future and potentially into next year—albeit smaller ones.</p><h2><b>Musk’s recession warnings</b></h2><p>Musk’s warnings about an economic downturn have become significantly darker over the past several months.</p><p>In May, he said that a recession would probably last “12 to 18 months,” but spoke of an economic downturn as an inevitable reality of the business cycle, and one that wouldn’t necessarily be a bad thing.</p><p>“These things pass, and then there will be boom times again,” he said. “What tends to happen is, if you have a boom that goes on for too long, you get misallocation of capital—it starts raining money on fools, basically.”</p><p>In October, the tech entrepreneur predicted a recession would probably last until the spring of 2024, but maintained that recessions could be a net-positive by weeding out so-called zombie companies that do little to help the economy.</p><p>“Recessions do have a silver lining in that companies that shouldn’t exist stop existing,” Musk wrote on Twitter at the time.</p><p>But more recent comments Musk made since officially taking over social media company Twitter last month paint a more concerning picture of the next recession. At Twitter, Musk laid off around half of the company’s staff and hundreds more later resigned, as the new CEO seeks to cut costs where he can in view of a coming economic downturn.</p><p>“I’ve been through the recession of 2000 and 2001 and 2008–09, and I’m somewhat paranoid about dying in recessions,” Musk told Twitter staff earlier this month, according to a recording of his comments acquired by The Verge.</p><p>“I have recession PTSD from keeping X and hotlink]<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>[/hotlink] alive through the 2000 recession, keeping Tesla alive in the 2009 recession,” he said.</p><p>The Fed’s interest rate hikes have not been kind to the stock market this year either, with tech stocks being hit especially hard. Musk’s companies have not been spared, with Tesla stock falling nearly 53% this year. Musk may have lost more than $100 billion this year owing to Tesla’s drop in value, Bloomberg reported earlier this month.</p><p>Twitter also saw its fortunes tumble during the tech stock rout earlier this year, with the company’s declining stock value thought to be one reason Musk initially pulled out of his takeover deal in July, when Twitter’s value had fallen by more than 20% from what it was when Musk had first made an offer to buy the company.</p><p>In September, Musk made another call for the Federal Reserve to stop focusing on inflation and cut interest rates instead, citing the risk of deflation or rapidly declining prices. But recent signals from the Fed suggest pivoting away from inflation or interest rate hikes anytime soon is not an option.</p><h2><b>No chance of a Fed pivot</b></h2><p>By calling on the Fed to cut interest rates, Musk joins the chorus of investors and market-watchers who have eagerly sought signs of a Fed “pivot” this year, evidence that the central bank might soon stop raising interest rates, and potentially even reverse them.</p><p>But while Fed officials have signaled that they are open to smaller rate hikes in the future as inflation shows signs of leveling off, chances of a pivot are dim; Federal Reserve Chair Jerome Powell indicated on Wednesday that the Fed was preparing for smaller rate hikes moving forward. Officials at the central bank have disagreed on how forcefully the Fed should approach rate hikes, but they have made clear that halting hikes altogether is off the table, even if it means sparking a recession.</p><p>Bringing inflation down to the Fed’s target rate of 2% would “guarantee an overshoot and a deep recession,” the Fed’s own Atlanta president Raphael Bostic said earlier this month, and even Powell warned in August that the central bank was prepared to “bring some pain” to the economy in order to bring inflation down.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Just Accused the Fed of \"Massively Amplifying\" the Risk of a Severe Recession</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Just Accused the Fed of \"Massively Amplifying\" the Risk of a Severe Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-02 09:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/elon-musk-just-accused-fed-194950560.html><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world’s wealthiest man has weighed in on the Federal Reserve’s all-or-nothing fight to tame inflation.To bring down soaring inflation in the U.S., the Federal Reserve has raised interest rates six...</p>\n\n<a href=\"https://finance.yahoo.com/news/elon-musk-just-accused-fed-194950560.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4534":"瑞士信贷持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4527":"明星科技股","LU0056508442.USD":"贝莱德世界科技基金A2","BK4099":"汽车制造商","TSLA":"特斯拉","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","BK4555":"新能源车","BK4551":"寇图资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4550":"红杉资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4574":"无人驾驶","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4581":"高盛持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4548":"巴美列捷福持仓","BK4511":"特斯拉概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC"},"source_url":"https://finance.yahoo.com/news/elon-musk-just-accused-fed-194950560.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2288381611","content_text":"The world’s wealthiest man has weighed in on the Federal Reserve’s all-or-nothing fight to tame inflation.To bring down soaring inflation in the U.S., the Federal Reserve has raised interest rates six times so far this year in an effort to slow down the economy and bring prices back down. The speed and size of the rate hikes have left investors on edge, with many worried the Fed will overcorrect, if it hasn’t already, and steer the economy into a recession.That view is shared by Tesla and Twitter CEO Elon Musk, who wrote on Twitter Wednesday that the most recent economic trends are “concerning,” adding that not only is a recession highly likely, but that the Fed is risking escalating how severe it will be by committing to its strategy of interest rate hikes.“Trend is concerning. Fed needs to cut interest rates immediately. They are massively amplifying the probability of a severe recession,” Musk wrote.It isn’t the first time Musk has warned of a coming recession, although the tech CEO has become increasingly concerned about the prospect of a downturn in recent months. While inflation has shown some signs of easing in the past month, the Fed is set to proceed on its trajectory of rate hikes, signaling that it will approve more interest rate increases in the future and potentially into next year—albeit smaller ones.Musk’s recession warningsMusk’s warnings about an economic downturn have become significantly darker over the past several months.In May, he said that a recession would probably last “12 to 18 months,” but spoke of an economic downturn as an inevitable reality of the business cycle, and one that wouldn’t necessarily be a bad thing.“These things pass, and then there will be boom times again,” he said. “What tends to happen is, if you have a boom that goes on for too long, you get misallocation of capital—it starts raining money on fools, basically.”In October, the tech entrepreneur predicted a recession would probably last until the spring of 2024, but maintained that recessions could be a net-positive by weeding out so-called zombie companies that do little to help the economy.“Recessions do have a silver lining in that companies that shouldn’t exist stop existing,” Musk wrote on Twitter at the time.But more recent comments Musk made since officially taking over social media company Twitter last month paint a more concerning picture of the next recession. At Twitter, Musk laid off around half of the company’s staff and hundreds more later resigned, as the new CEO seeks to cut costs where he can in view of a coming economic downturn.“I’ve been through the recession of 2000 and 2001 and 2008–09, and I’m somewhat paranoid about dying in recessions,” Musk told Twitter staff earlier this month, according to a recording of his comments acquired by The Verge.“I have recession PTSD from keeping X and hotlink]PayPal[/hotlink] alive through the 2000 recession, keeping Tesla alive in the 2009 recession,” he said.The Fed’s interest rate hikes have not been kind to the stock market this year either, with tech stocks being hit especially hard. Musk’s companies have not been spared, with Tesla stock falling nearly 53% this year. Musk may have lost more than $100 billion this year owing to Tesla’s drop in value, Bloomberg reported earlier this month.Twitter also saw its fortunes tumble during the tech stock rout earlier this year, with the company’s declining stock value thought to be one reason Musk initially pulled out of his takeover deal in July, when Twitter’s value had fallen by more than 20% from what it was when Musk had first made an offer to buy the company.In September, Musk made another call for the Federal Reserve to stop focusing on inflation and cut interest rates instead, citing the risk of deflation or rapidly declining prices. But recent signals from the Fed suggest pivoting away from inflation or interest rate hikes anytime soon is not an option.No chance of a Fed pivotBy calling on the Fed to cut interest rates, Musk joins the chorus of investors and market-watchers who have eagerly sought signs of a Fed “pivot” this year, evidence that the central bank might soon stop raising interest rates, and potentially even reverse them.But while Fed officials have signaled that they are open to smaller rate hikes in the future as inflation shows signs of leveling off, chances of a pivot are dim; Federal Reserve Chair Jerome Powell indicated on Wednesday that the Fed was preparing for smaller rate hikes moving forward. Officials at the central bank have disagreed on how forcefully the Fed should approach rate hikes, but they have made clear that halting hikes altogether is off the table, even if it means sparking a recession.Bringing inflation down to the Fed’s target rate of 2% would “guarantee an overshoot and a deep recession,” the Fed’s own Atlanta president Raphael Bostic said earlier this month, and even Powell warned in August that the central bank was prepared to “bring some pain” to the economy in order to bring inflation down.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958534877,"gmtCreate":1673770484799,"gmtModify":1676538883715,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"He made history in United States. Is good to celebrate him.","listText":"He made history in United States. Is good to celebrate him.","text":"He made history in United States. Is good to celebrate him.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958534877","repostId":"1173773008","repostType":4,"repost":{"id":"1173773008","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":1673837089,"share":"https://www.laohu8.com/m/news/1173773008?lang=&edition=full","pubTime":"2023-01-16 10:44","market":"us","language":"en","title":"Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1173773008","media":"Tiger Newspress","summary":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take n","content":"<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality. MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-16 10:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality. MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173773008","content_text":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.BackgroundMartin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK's \"I Have A Dream\" speech that influences peace and equality. MLK's \"I Have A Dream\" speech that influences peace and equality.It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.He was also the youngest person to receive the Noble Peace Prize in 1964.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956566022,"gmtCreate":1674059985967,"gmtModify":1676538921510,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956566022","repostId":"1148375286","repostType":4,"repost":{"id":"1148375286","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":1674054814,"share":"https://www.laohu8.com/m/news/1148375286?lang=&edition=full","pubTime":"2023-01-18 23:13","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Amazon, Netflix, Exxon, IBM and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1148375286","media":"Tiger Newspress","summary":"Here are Wednesday’s biggest calls on Wall Street:Morgan Stanley names Apple a top 2023 pickMorgan S","content":"<html><head></head><body><p>Here are Wednesday’s biggest calls on Wall Street:</p><h2>Morgan Stanley names Apple a top 2023 pick</h2><p>Morgan Stanley said Apple is a “rare best-of-both worlds outperformer.”</p><blockquote>“We see Apple as a rare best-of-both worlds outperformer - a more defensive, quality name during challenging times, but an outperformer in the early cycle.”</blockquote><h2>Baird names Tesla a top 2023 pick</h2><p>Baird said it’s standing by its outperform rating on Tesla shares.</p><blockquote>“Demand concerns and near-term macroeconomic headwinds loom over the stock after falling nearly 70% in 2022. We are encouraged by the ramp of gigafactories at Berlin and Austin and believe the long-term setup is strong.”</blockquote><h2>Morgan Stanley names Amazon a top 2023 pick</h2><p>Morgan Stanley said Amazon is operating from a “leading e-commerce profit generating position.”</p><blockquote>“Amazon’s high-margin businesses continue to allow Amazon to drive greater profitability while still continuing to invest”</blockquote><h2>Morgan Stanley reiterates Microsoft as overweight</h2><p>Morgan Stanley said it’s staying bullish on the stock heading into earnings next week.</p><blockquote>“While indicators that Microsoft is not immune to the weaker IT spending environment aren’t hard to find, the preponderance of evidence in our survey work suggests favorable near-term consolidation trends and further improvement in the longer-term positioning against core secular growth initiatives.”</blockquote><h2>KeyBanc reiterates Netflix as sector weight</h2><p>KeyBanc said it’s cautiously optimistic heading into Netflix earnings on Thursday.</p><blockquote>“Coupled with the removal of net add guidance and monetization events on the horizon (e.g., ads, password sharing, and likely a 1H23E price increase), we believe there will be little for investors to nitpick on the print.”</blockquote><h2>Morgan Stanley downgrades IBM to equal weight from overweight</h2><p>Morgan Stanley downgraded IBM and said “late cycle outperformance [has] runs its course.”</p><blockquote>“we downgrade IBM to EW (from OW) as rev growth decelerates and risk of underperformance in a 2H23 early cycle bounce increases.”</blockquote><h2>Redburn downgrades Exxon to sell from neutral</h2><p>Redburn downgraded the oil and gas giant on valuation.</p><blockquote>“We continue to like Chevron and Exxon’s focus on low-risk repeatable upstream growth and their more conservative approach to low-carbon investments. ... .We downgrade Exxon to Sell on valuation and keep Chevron on Neutral.”</blockquote><h2>BMO initiates CrowdStrike as outperform</h2><p>BMO initiated the cybersecurity company and called it “best-in-class.”</p><blockquote>“We believe that CrowdStrike offers best-in-class endpoint security capabilities and an expanding platform that will help CrowdStrike compete against Microsoft and other vendors.”</blockquote><h2>Citi opens a catalyst watch on Qualcomm and Intel</h2><p>Citi opened a negative catalyst watch on Qualcomm and Intel due to concerns about weakness.</p><blockquote>“We expect weakness for both Intel and Qualcomm stocks during earnings given we have received a lot of investor interest in both stocks combined with lower guidance.”</blockquote><h2>Citi downgrades Morgan Stanley to neutral from buy</h2><p>Citi downgraded Morgan Stanley after its earnings report mainly on valuation.</p><blockquote>“In our view, the market is pricing in best in class returns and we do not see significant relative upside.”</blockquote><h2>Morgan Stanley upgrades Gap to equal weight from underweight</h2><p>Morgan Stanley said it sees more “upside than downside” for the stock.</p><blockquote>“On GPS, we see more upside than downside at current levels, &amp; move to Equal-weight with an unchanged $12 price target from Underweight prior.”</blockquote><h2>Mizuho upgrades Oatly to buy from neutral</h2><p>Mizuho said it sees accelerating growth for the oats beverage company.</p><blockquote>“We do not expect FCF-positive operations until 2H24, but liquidity tightness appears manageable and EBITDA can inflect positive exiting FY23. Limited elasticity for plant bevs supports our bullishness and improving capacity should accelerate OTLY growth.”</blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Apple, Tesla, Amazon, Netflix, Exxon, IBM 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: Apple, Tesla, Amazon, Netflix, Exxon, IBM and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-18 23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Wednesday’s biggest calls on Wall Street:</p><h2>Morgan Stanley names Apple a top 2023 pick</h2><p>Morgan Stanley said Apple is a “rare best-of-both worlds outperformer.”</p><blockquote>“We see Apple as a rare best-of-both worlds outperformer - a more defensive, quality name during challenging times, but an outperformer in the early cycle.”</blockquote><h2>Baird names Tesla a top 2023 pick</h2><p>Baird said it’s standing by its outperform rating on Tesla shares.</p><blockquote>“Demand concerns and near-term macroeconomic headwinds loom over the stock after falling nearly 70% in 2022. We are encouraged by the ramp of gigafactories at Berlin and Austin and believe the long-term setup is strong.”</blockquote><h2>Morgan Stanley names Amazon a top 2023 pick</h2><p>Morgan Stanley said Amazon is operating from a “leading e-commerce profit generating position.”</p><blockquote>“Amazon’s high-margin businesses continue to allow Amazon to drive greater profitability while still continuing to invest”</blockquote><h2>Morgan Stanley reiterates Microsoft as overweight</h2><p>Morgan Stanley said it’s staying bullish on the stock heading into earnings next week.</p><blockquote>“While indicators that Microsoft is not immune to the weaker IT spending environment aren’t hard to find, the preponderance of evidence in our survey work suggests favorable near-term consolidation trends and further improvement in the longer-term positioning against core secular growth initiatives.”</blockquote><h2>KeyBanc reiterates Netflix as sector weight</h2><p>KeyBanc said it’s cautiously optimistic heading into Netflix earnings on Thursday.</p><blockquote>“Coupled with the removal of net add guidance and monetization events on the horizon (e.g., ads, password sharing, and likely a 1H23E price increase), we believe there will be little for investors to nitpick on the print.”</blockquote><h2>Morgan Stanley downgrades IBM to equal weight from overweight</h2><p>Morgan Stanley downgraded IBM and said “late cycle outperformance [has] runs its course.”</p><blockquote>“we downgrade IBM to EW (from OW) as rev growth decelerates and risk of underperformance in a 2H23 early cycle bounce increases.”</blockquote><h2>Redburn downgrades Exxon to sell from neutral</h2><p>Redburn downgraded the oil and gas giant on valuation.</p><blockquote>“We continue to like Chevron and Exxon’s focus on low-risk repeatable upstream growth and their more conservative approach to low-carbon investments. ... .We downgrade Exxon to Sell on valuation and keep Chevron on Neutral.”</blockquote><h2>BMO initiates CrowdStrike as outperform</h2><p>BMO initiated the cybersecurity company and called it “best-in-class.”</p><blockquote>“We believe that CrowdStrike offers best-in-class endpoint security capabilities and an expanding platform that will help CrowdStrike compete against Microsoft and other vendors.”</blockquote><h2>Citi opens a catalyst watch on Qualcomm and Intel</h2><p>Citi opened a negative catalyst watch on Qualcomm and Intel due to concerns about weakness.</p><blockquote>“We expect weakness for both Intel and Qualcomm stocks during earnings given we have received a lot of investor interest in both stocks combined with lower guidance.”</blockquote><h2>Citi downgrades Morgan Stanley to neutral from buy</h2><p>Citi downgraded Morgan Stanley after its earnings report mainly on valuation.</p><blockquote>“In our view, the market is pricing in best in class returns and we do not see significant relative upside.”</blockquote><h2>Morgan Stanley upgrades Gap to equal weight from underweight</h2><p>Morgan Stanley said it sees more “upside than downside” for the stock.</p><blockquote>“On GPS, we see more upside than downside at current levels, &amp; move to Equal-weight with an unchanged $12 price target from Underweight prior.”</blockquote><h2>Mizuho upgrades Oatly to buy from neutral</h2><p>Mizuho said it sees accelerating growth for the oats beverage company.</p><blockquote>“We do not expect FCF-positive operations until 2H24, but liquidity tightness appears manageable and EBITDA can inflect positive exiting FY23. Limited elasticity for plant bevs supports our bullishness and improving capacity should accelerate OTLY growth.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","MS":"摩根士丹利","AAPL":"苹果","TSLA":"特斯拉","INTC":"英特尔","XOM":"埃克森美孚","OTLY":"Oatly Group AB","GPS":"盖璞","QCOM":"高通","CRWD":"CrowdStrike Holdings, Inc.","MSFT":"微软","NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148375286","content_text":"Here are Wednesday’s biggest calls on Wall Street:Morgan Stanley names Apple a top 2023 pickMorgan Stanley said Apple is a “rare best-of-both worlds outperformer.”“We see Apple as a rare best-of-both worlds outperformer - a more defensive, quality name during challenging times, but an outperformer in the early cycle.”Baird names Tesla a top 2023 pickBaird said it’s standing by its outperform rating on Tesla shares.“Demand concerns and near-term macroeconomic headwinds loom over the stock after falling nearly 70% in 2022. We are encouraged by the ramp of gigafactories at Berlin and Austin and believe the long-term setup is strong.”Morgan Stanley names Amazon a top 2023 pickMorgan Stanley said Amazon is operating from a “leading e-commerce profit generating position.”“Amazon’s high-margin businesses continue to allow Amazon to drive greater profitability while still continuing to invest”Morgan Stanley reiterates Microsoft as overweightMorgan Stanley said it’s staying bullish on the stock heading into earnings next week.“While indicators that Microsoft is not immune to the weaker IT spending environment aren’t hard to find, the preponderance of evidence in our survey work suggests favorable near-term consolidation trends and further improvement in the longer-term positioning against core secular growth initiatives.”KeyBanc reiterates Netflix as sector weightKeyBanc said it’s cautiously optimistic heading into Netflix earnings on Thursday.“Coupled with the removal of net add guidance and monetization events on the horizon (e.g., ads, password sharing, and likely a 1H23E price increase), we believe there will be little for investors to nitpick on the print.”Morgan Stanley downgrades IBM to equal weight from overweightMorgan Stanley downgraded IBM and said “late cycle outperformance [has] runs its course.”“we downgrade IBM to EW (from OW) as rev growth decelerates and risk of underperformance in a 2H23 early cycle bounce increases.”Redburn downgrades Exxon to sell from neutralRedburn downgraded the oil and gas giant on valuation.“We continue to like Chevron and Exxon’s focus on low-risk repeatable upstream growth and their more conservative approach to low-carbon investments. ... .We downgrade Exxon to Sell on valuation and keep Chevron on Neutral.”BMO initiates CrowdStrike as outperformBMO initiated the cybersecurity company and called it “best-in-class.”“We believe that CrowdStrike offers best-in-class endpoint security capabilities and an expanding platform that will help CrowdStrike compete against Microsoft and other vendors.”Citi opens a catalyst watch on Qualcomm and IntelCiti opened a negative catalyst watch on Qualcomm and Intel due to concerns about weakness.“We expect weakness for both Intel and Qualcomm stocks during earnings given we have received a lot of investor interest in both stocks combined with lower guidance.”Citi downgrades Morgan Stanley to neutral from buyCiti downgraded Morgan Stanley after its earnings report mainly on valuation.“In our view, the market is pricing in best in class returns and we do not see significant relative upside.”Morgan Stanley upgrades Gap to equal weight from underweightMorgan Stanley said it sees more “upside than downside” for the stock.“On GPS, we see more upside than downside at current levels, & move to Equal-weight with an unchanged $12 price target from Underweight prior.”Mizuho upgrades Oatly to buy from neutralMizuho said it sees accelerating growth for the oats beverage company.“We do not expect FCF-positive operations until 2H24, but liquidity tightness appears manageable and EBITDA can inflect positive exiting FY23. Limited elasticity for plant bevs supports our bullishness and improving capacity should accelerate OTLY growth.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954422154,"gmtCreate":1676566486979,"gmtModify":1676566491164,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954422154","repostId":"2311510966","repostType":4,"repost":{"id":"2311510966","pubTimestamp":1676548881,"share":"https://www.laohu8.com/m/news/2311510966?lang=&edition=full","pubTime":"2023-02-16 20:01","market":"us","language":"en","title":"7 Comeback Stocks to Buy Before They Soar Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2311510966","media":"InvestorPlace","summary":"Here’s a list of seven top stocks that could come back strong again.Fastly, Inc. : The company’s fun","content":"<html><head></head><body><ul><li>Here’s a list of seven top stocks that could come back strong again.</li><li><a href=\"https://laohu8.com/S/FSLY\">Fastly, Inc.</a> : The company’s fundamentals and technology are strong.</li><li><a href=\"https://laohu8.com/S/NEE\">NextEra</a> : NEE is poised to benefit from multiple, strong trends.</li><li><a href=\"https://laohu8.com/S/EVGO\">EVgo Inc.</a> : EVGO should benefit from the rapid proliferation of EVs.</li><li><a href=\"https://laohu8.com/S/GEVO\">Gevo</a> : GEVO is on its way to becoming a major supplier of Sustainable Airlines Fuel.</li><li><a href=\"https://laohu8.com/S/PUBM\">PubMatic, Inc.</a> : PUBM should get a big lift from an acceleration of the digital-ad market.</li><li><a href=\"https://laohu8.com/S/LIT\">Global X Lithium &amp; Battery Tech ETF</a> : With the demand for lithium and batteries soaring, LIT could soar.</li><li><a href=\"https://laohu8.com/S/SPWR\">SunPower</a> : The street is overestimating the impact of a change in California’s regulations on the residential solar market.</li></ul><p><img src=\"https://static.tigerbbs.com/291948abc1513b86e3ffa1626924edca\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: Vova Shevchuk / Shutterstock.com</p><p>Wall Street is slowly coming around to three ideas that I’ve advocated for months: the notion that most stocks can only go up when the Fed is cutting interest rates is ridiculous, America is not headed for a recession, and we’re likely on the verge of a bull market or already in one. The latest evidence of the Street’s new-found optimism came on Feb. 13, when <b>Wells Fargo</b> proclaimed that “the bear market is over.” While the firm refused to concede that we’re in a bull market or about to be in one,  the fact that it’s willing to announce the demise of “the bear” is a very good sign for stocks in general and comeback stocks in particular.</p><p>Comeback stocks — which I define as well-positioned growth names that tumbled sharply during the bear market — should do especially well now that the Street realizes that we can exit “the bear” while the Fed is still raising rates. That’s because, with the “don’t fight the Fed” rule discarded, big-time investors are quite likely to see that another closely related, misguided “law” — growth stocks can’t go up while the Fed is raising rates — also needs to be thrown in the dumpster. Here are seven comeback stocks that investors can use to exploit the Street’s awakening.</p><table border=\"1\"><tbody><tr><td><b>FSLY</b></td><td>Fastly</td><td>$12.96</td></tr><tr><td><b>NEE</b></td><td>NextEra Energy</td><td>$75.97</td></tr><tr><td><b>EVGO</b></td><td>EVgo</td><td>$6.30</td></tr><tr><td><b>GEVO</b></td><td>Gevo</td><td>$2.04</td></tr><tr><td><b>PUBM</b></td><td>PubMatic</td><td>$15.26</td></tr><tr><td><b>LIT</b></td><td>Global X Lithium &amp; Battery Tech ETF</td><td>$68.47</td></tr><tr><td><b>SPWR</b></td><td>SunPower</td><td>$15.80</td></tr></tbody></table><h2><b>Comeback Stocks: Fastly</b> (<b>FSLY</b>)</h2><p><img src=\"https://static.tigerbbs.com/f63577bf32dfdb1abd33de59523f7323\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Epic Cure / Shutterstock</p><p>As I noted in a Feb. 13 article, <b>Fastly </b>(NYSE:<b><u>FSLY</u></b>) soared after <b>Bank of America</b> upgraded the stock to “buy” from “underperform.” The firm noted Fastly’s “underlying fundamentals” were solid, and that it was upbeat on the changes made by its new CEO, Todd Nightengale.</p><p>In 2020, I was bullish on FSLY stock, citing the innovations that the company used to make life easier for its companies’ developers, along with the extremely positive reviews that it received from many of its users. But that call turned out to be totally wrong, as a number of developments, including the bear market, caused the shares to tumble roughly 90% from their Jan. 2021 peak. However, I believe that Nightengale’s changes, combined with improved sentiment, and the relatively low valuation of FSLY, will help FSLY make a triumphant return.</p><h2>Comeback Stocks: NextEra Energy (<b>NEE</b>)</h2><p><img src=\"https://static.tigerbbs.com/aa4854119e0da2e07bf974bda751999c\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: PopTika / Shutterstock</p><p>The decline in <b>NextEra</b> (NYSE:<b><u>NEE</u></b>) should be short-lived, especially with its clean energy unit, NextEra Energy benefiting from the recent anti-climate change law.  Also noteworthy is that NEE’s Florida Power &amp; Light Company, which it described as “America’s largest electric utility.”</p><p>In addition, in the fourth quarter, NEE’s revenue jumped 22% year-over-year, while its earnings per share, excluding certain items, came in at 51 cents, up from 41 cents during the same period a year earlier. For all of 2022, its adjusted EPS climbed 14%. For 2023, NEE expects its adjusted EPS to be $2.98-$3.13. up from $2.90 last year. At the midpoint of that range, NEE is trading at a forward price-earnings ratio of 25. Given its growth outlook and growth potential, that’s an attractive valuation.</p><h2>Comeback Stocks: EVgo (EVGO)</h2><p><img src=\"https://static.tigerbbs.com/b552968fe8994ee94e8f59eddc61223b\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Sundry Photography / Shutterstock.com</p><p><b>EVGo </b>(NASDAQ:<b><u>EVGO</u></b>) should benefit from the rapid proliferation of EVs, government assistance, and impressive partnerships. When it comes to EV proliferation, a staggering 24.2% of all light vehicles sold in California last quarter were plug-in vehicles. The share of all-electric vehicles jumped to 21%. Of course, California is a huge market on its own, but it’s safe to assume that many other states are poised to follow California’s lead in the coming quarters and years.</p><p>On the government assistance front, the U.S. Department of Transportation is poised to spend $5 billion this year on subsidizing not only the deployment of EV chargers. Among Evgo’s impressive partners are<b> General Motors </b>(NYSE:<b><u>GM</u></b>), whose Bolt EVs “were the bestselling mainstream EVs in the second half of the year,” and <b>Lyft </b>(NASDAQ:<b><u>LYFT</u></b>), a leader in the ride-sharing market.</p><h2>Gevo (GEVO)</h2><p><img src=\"https://static.tigerbbs.com/8914c62977253620c213b3e0d0109f08\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Zurijeta / Shutterstock.com</p><p>Down about 80% from its Jan. 2021 peak, <b>Gevo </b>(NASDAQ:<b><u>GEVO</u></b>) continues to progress towards becoming a leading supplier of sustainable airline fuel. Gevo has also established multiple, impressive partnerships, including a five-year $165 million deal with Spain’s <b>Iberia Airlines, </b>which is expected to kick off in 2028.</p><p>In addition, in Oct., the company announced that <b>Qatar Airways</b> would purchase five million gallons annually of SAF starting in 2028. Among Gevo’s other major, future customers are <b>American Airlines </b>(NASDAQ:<b><u>AAL</u></b>) and Ireland’s <b>Aer Lingus</b>. Gevo continues to expect its first major factory to open in 2025.  It also expects to generate EBITDA of $300 million to $325 million annually.</p><h2>PubMatic (PUBM)</h2><p><img src=\"https://static.tigerbbs.com/46286e26974bf56d8192df56ee98f9fb\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: shutterstock.com/CC7</p><p>As I noted in a previous column, <b>PubMatic’s</b> (NASDAQ:<b><u>PUBM</u></b>) “cloud infrastructure platform enables real-time programmatic advertising transactions.” Amid the Street’s aversion to growth stocks and a slowdown of the growth of digital-ad spending, PUBM has tumbled 65% from its peak of $64.81, set in Feb. 2021.</p><p>However,  as I discussed in the introduction to this column, the Street’s view of growth stocks is likely to become much more favorable soon. Meanwhile, I believe that reduced spending on digital ads was largely due to fears about a recession that, barring a cataclysmic geopolitical event or a large amount of turbulence in energy markets, is not going to materialize this year or in 2024. As that reality becomes apparent to companies, the growth of digital ads should accelerate meaningfully.</p><h2>Global X Lithium &amp; Battery Tech ETF (LIT)</h2><p><img src=\"https://static.tigerbbs.com/30f52acb24654c3464cfbbf0711efe59\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Freedom365day / Shutterstock.com</p><p>Lithium prices will remain elevated, as demand for electric vehicle batteries soars. Those dynamics should greatly boost the<b> Global X Lithium &amp; Battery Tech ETF</b> (NYSEArca:<b><u>LIT</u></b>), which has tumbled 25% from its peak of $93 set in Nov. 2021.</p><p><b>S&amp;P Global</b> reports that “Lithium prices will likely see strong support in 2023, with supply expected to remain tight amid bullish demand from the accelerating adoption of electric vehicles across the globe.” Meanwhile, the global EV battery market is expected to increase at a compound annual growth rate of nearly 20% between 2022 and 2027.</p><h2>SunPower (SPWR)</h2><p><img src=\"https://static.tigerbbs.com/b4afeeb01365f9f18323ba785b828ddf\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: AdityaB. Photography/ShutterStock.com</p><p><b>SunPower’s</b> (NASDAQ:<b><u>SPWR</u></b>) decline appears to have been sparked by California’s decision to reduce the amount that the state pays homeowners for the electricity that they provide to the state’s electricity grid. Adding to the fears was a January note on SPWR stock from <b>Barclays</b>, which downgraded SPWR “underweight” from “equal weight.”</p><p>But I believe that the Street in general and Barclays, in particular, are greatly underestimating the impact that the combination of rising electricity prices, the proliferation of electric vehicles, and increased tax credit for solar installations will have on the residential solar market going forward. That trifecta, I believe, will dwarf the impact of California’s decision.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Comeback Stocks to Buy Before They Soar Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Comeback Stocks to Buy Before They Soar Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-16 20:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/02/7-comeback-stocks-to-buy-before-they-soar-again/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here’s a list of seven top stocks that could come back strong again.Fastly, Inc. : The company’s fundamentals and technology are strong.NextEra : NEE is poised to benefit from multiple, strong trends....</p>\n\n<a href=\"https://investorplace.com/2023/02/7-comeback-stocks-to-buy-before-they-soar-again/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1978683503.SGD":"Blackrock Sustainable Energy A2 SGD-H","IE00BD4GTV84.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) ACC","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","BK4081":"电力公用事业","PUBM":"PubMatic, Inc.","GEVO":"Gevo Inc.","QID":"纳指两倍做空ETF","LIT":"Global X Lithium & Battery Tech ETF","BK4574":"无人驾驶","BK4519":"光伏太阳能","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","BK4022":"陆运","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4561":"索罗斯持仓","BK4547":"WSB热门概念","LYFT":"Lyft, Inc.","BK4581":"高盛持仓","BK4096":"电气部件与设备","IE00BD4GTT62.SGD":"Legg Mason ClearBridge Infrastructure Value A SGD-H (mdis) plus","SPWR":"SunPower","BK4099":"汽车制造商","BK4138":"石油与天然气的炼制和营销","QQQ":"纳指100ETF","QLD":"纳指两倍做多ETF","AAL":"美国航空","BK4548":"巴美列捷福持仓","GM":"通用汽车","LU0124384867.USD":"贝莱德新能源基金A2","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD",".IXIC":"NASDAQ Composite","BK4554":"元宇宙及AR概念","FSLY":"Fastly, Inc.","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","EVGO":"EVgo Inc.","BK4008":"航空公司","BK4585":"ETF&股票定投概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4534":"瑞士信贷持仓","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4009":"广告","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4566":"资本集团","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","NEE":"新纪元能源","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H"},"source_url":"https://investorplace.com/2023/02/7-comeback-stocks-to-buy-before-they-soar-again/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2311510966","content_text":"Here’s a list of seven top stocks that could come back strong again.Fastly, Inc. : The company’s fundamentals and technology are strong.NextEra : NEE is poised to benefit from multiple, strong trends.EVgo Inc. : EVGO should benefit from the rapid proliferation of EVs.Gevo : GEVO is on its way to becoming a major supplier of Sustainable Airlines Fuel.PubMatic, Inc. : PUBM should get a big lift from an acceleration of the digital-ad market.Global X Lithium & Battery Tech ETF : With the demand for lithium and batteries soaring, LIT could soar.SunPower : The street is overestimating the impact of a change in California’s regulations on the residential solar market.Source: Vova Shevchuk / Shutterstock.comWall Street is slowly coming around to three ideas that I’ve advocated for months: the notion that most stocks can only go up when the Fed is cutting interest rates is ridiculous, America is not headed for a recession, and we’re likely on the verge of a bull market or already in one. The latest evidence of the Street’s new-found optimism came on Feb. 13, when Wells Fargo proclaimed that “the bear market is over.” While the firm refused to concede that we’re in a bull market or about to be in one,  the fact that it’s willing to announce the demise of “the bear” is a very good sign for stocks in general and comeback stocks in particular.Comeback stocks — which I define as well-positioned growth names that tumbled sharply during the bear market — should do especially well now that the Street realizes that we can exit “the bear” while the Fed is still raising rates. That’s because, with the “don’t fight the Fed” rule discarded, big-time investors are quite likely to see that another closely related, misguided “law” — growth stocks can’t go up while the Fed is raising rates — also needs to be thrown in the dumpster. Here are seven comeback stocks that investors can use to exploit the Street’s awakening.FSLYFastly$12.96NEENextEra Energy$75.97EVGOEVgo$6.30GEVOGevo$2.04PUBMPubMatic$15.26LITGlobal X Lithium & Battery Tech ETF$68.47SPWRSunPower$15.80Comeback Stocks: Fastly (FSLY)Source: Epic Cure / ShutterstockAs I noted in a Feb. 13 article, Fastly (NYSE:FSLY) soared after Bank of America upgraded the stock to “buy” from “underperform.” The firm noted Fastly’s “underlying fundamentals” were solid, and that it was upbeat on the changes made by its new CEO, Todd Nightengale.In 2020, I was bullish on FSLY stock, citing the innovations that the company used to make life easier for its companies’ developers, along with the extremely positive reviews that it received from many of its users. But that call turned out to be totally wrong, as a number of developments, including the bear market, caused the shares to tumble roughly 90% from their Jan. 2021 peak. However, I believe that Nightengale’s changes, combined with improved sentiment, and the relatively low valuation of FSLY, will help FSLY make a triumphant return.Comeback Stocks: NextEra Energy (NEE)Source: PopTika / ShutterstockThe decline in NextEra (NYSE:NEE) should be short-lived, especially with its clean energy unit, NextEra Energy benefiting from the recent anti-climate change law.  Also noteworthy is that NEE’s Florida Power & Light Company, which it described as “America’s largest electric utility.”In addition, in the fourth quarter, NEE’s revenue jumped 22% year-over-year, while its earnings per share, excluding certain items, came in at 51 cents, up from 41 cents during the same period a year earlier. For all of 2022, its adjusted EPS climbed 14%. For 2023, NEE expects its adjusted EPS to be $2.98-$3.13. up from $2.90 last year. At the midpoint of that range, NEE is trading at a forward price-earnings ratio of 25. Given its growth outlook and growth potential, that’s an attractive valuation.Comeback Stocks: EVgo (EVGO)Source: Sundry Photography / Shutterstock.comEVGo (NASDAQ:EVGO) should benefit from the rapid proliferation of EVs, government assistance, and impressive partnerships. When it comes to EV proliferation, a staggering 24.2% of all light vehicles sold in California last quarter were plug-in vehicles. The share of all-electric vehicles jumped to 21%. Of course, California is a huge market on its own, but it’s safe to assume that many other states are poised to follow California’s lead in the coming quarters and years.On the government assistance front, the U.S. Department of Transportation is poised to spend $5 billion this year on subsidizing not only the deployment of EV chargers. Among Evgo’s impressive partners are General Motors (NYSE:GM), whose Bolt EVs “were the bestselling mainstream EVs in the second half of the year,” and Lyft (NASDAQ:LYFT), a leader in the ride-sharing market.Gevo (GEVO)Source: Zurijeta / Shutterstock.comDown about 80% from its Jan. 2021 peak, Gevo (NASDAQ:GEVO) continues to progress towards becoming a leading supplier of sustainable airline fuel. Gevo has also established multiple, impressive partnerships, including a five-year $165 million deal with Spain’s Iberia Airlines, which is expected to kick off in 2028.In addition, in Oct., the company announced that Qatar Airways would purchase five million gallons annually of SAF starting in 2028. Among Gevo’s other major, future customers are American Airlines (NASDAQ:AAL) and Ireland’s Aer Lingus. Gevo continues to expect its first major factory to open in 2025.  It also expects to generate EBITDA of $300 million to $325 million annually.PubMatic (PUBM)Source: shutterstock.com/CC7As I noted in a previous column, PubMatic’s (NASDAQ:PUBM) “cloud infrastructure platform enables real-time programmatic advertising transactions.” Amid the Street’s aversion to growth stocks and a slowdown of the growth of digital-ad spending, PUBM has tumbled 65% from its peak of $64.81, set in Feb. 2021.However,  as I discussed in the introduction to this column, the Street’s view of growth stocks is likely to become much more favorable soon. Meanwhile, I believe that reduced spending on digital ads was largely due to fears about a recession that, barring a cataclysmic geopolitical event or a large amount of turbulence in energy markets, is not going to materialize this year or in 2024. As that reality becomes apparent to companies, the growth of digital ads should accelerate meaningfully.Global X Lithium & Battery Tech ETF (LIT)Source: Freedom365day / Shutterstock.comLithium prices will remain elevated, as demand for electric vehicle batteries soars. Those dynamics should greatly boost the Global X Lithium & Battery Tech ETF (NYSEArca:LIT), which has tumbled 25% from its peak of $93 set in Nov. 2021.S&P Global reports that “Lithium prices will likely see strong support in 2023, with supply expected to remain tight amid bullish demand from the accelerating adoption of electric vehicles across the globe.” Meanwhile, the global EV battery market is expected to increase at a compound annual growth rate of nearly 20% between 2022 and 2027.SunPower (SPWR)Source: AdityaB. Photography/ShutterStock.comSunPower’s (NASDAQ:SPWR) decline appears to have been sparked by California’s decision to reduce the amount that the state pays homeowners for the electricity that they provide to the state’s electricity grid. Adding to the fears was a January note on SPWR stock from Barclays, which downgraded SPWR “underweight” from “equal weight.”But I believe that the Street in general and Barclays, in particular, are greatly underestimating the impact that the combination of rising electricity prices, the proliferation of electric vehicles, and increased tax credit for solar installations will have on the residential solar market going forward. That trifecta, I believe, will dwarf the impact of California’s decision.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962477234,"gmtCreate":1669842414529,"gmtModify":1676538253155,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Hope it continues to move forward.","listText":"Hope it continues to move forward.","text":"Hope it continues to move forward.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9962477234","repostId":"1176439361","repostType":4,"repost":{"id":"1176439361","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":1669822019,"share":"https://www.laohu8.com/m/news/1176439361?lang=&edition=full","pubTime":"2022-11-30 23:26","market":"us","language":"en","title":"Hot Chinese ADRs Continued to Fly Higher in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1176439361","media":"Tiger Newspress","summary":"Hot Chinese ADRs climbed for a third day, adding to a record rally this month.Alibaba jumped over 10","content":"<html><head></head><body><p>Hot Chinese ADRs climbed for a third day, adding to a record rally this month.</p><p>Alibaba jumped over 10%; XPeng surged nearly 40%; Nio rose over 24%; Baidu rose more than 8%.</p><p>The Nasdaq Golden Dragon China Index gained 6% Wednesday, putting the benchmark on pace for a 37% surge this month.<img src=\"https://static.tigerbbs.com/0fb2dd381f469c7fdce955b73ed65036\" tg-width=\"483\" tg-height=\"766\" referrerpolicy=\"no-referrer\"/></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>Hot Chinese ADRs Continued to Fly Higher 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\">\nHot Chinese ADRs Continued to Fly Higher 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\">2022-11-30 23:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs climbed for a third day, adding to a record rally this month.</p><p>Alibaba jumped over 10%; XPeng surged nearly 40%; Nio rose over 24%; Baidu rose more than 8%.</p><p>The Nasdaq Golden Dragon China Index gained 6% Wednesday, putting the benchmark on pace for a 37% surge this month.<img src=\"https://static.tigerbbs.com/0fb2dd381f469c7fdce955b73ed65036\" tg-width=\"483\" tg-height=\"766\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176439361","content_text":"Hot Chinese ADRs climbed for a third day, adding to a record rally this month.Alibaba jumped over 10%; XPeng surged nearly 40%; Nio rose over 24%; Baidu rose more than 8%.The Nasdaq Golden Dragon China Index gained 6% Wednesday, putting the benchmark on pace for a 37% surge this month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960677881,"gmtCreate":1668156104643,"gmtModify":1676538022092,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Interesting and sounds good.","listText":"Interesting and sounds good.","text":"Interesting and sounds good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9960677881","repostId":"2282194565","repostType":2,"repost":{"id":"2282194565","pubTimestamp":1668180779,"share":"https://www.laohu8.com/m/news/2282194565?lang=&edition=full","pubTime":"2022-11-11 23:32","market":"us","language":"en","title":"Worried About a Recession? Park Your Money In These 2 High-Yielding Dividend Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2282194565","media":"Motley Fool","summary":"These stocks both pay more than 2% per year in dividends.","content":"<html><head></head><body><p>A staggering 91% of U.S. CEOs are expecting a recession within the next year. That&#39;s according to a survey that accounting firm KPMG conducted between July and August. If the country&#39;s leaders are bracing for a recession, investors should likely be following suit.</p><p>In a recession, all businesses generally struggle as it means people are spending less on products and services. But there are still some safer businesses that can make for good investments and outperform the markets. <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> stocks that risk-averse investors should consider today are <b>AstraZeneca</b> and <b>Coca-Cola</b>.</p><h2>1. AstraZeneca</h2><p>AstraZeneca is a top healthcare company with solid financials, a bright future, and a terrific dividend. The company&#39;s focus on rare diseases and cancer is why it can continue to do well even in a downturn since its drugs are essential for millions of people around the world.</p><p>Through the first half of 2022, the company has generated significant growth. Sales rose 43% year over year to $22.2 billion as AstraZeneca benefited from growth in multiple segments as well as the acquisition of rare disease company Alexion Pharmaceuticals, which it completed last year. Its earnings per share of $0.48 were down 70%, but that was largely a result of increased costs due to the acquisition of Alexion. Over the trailing 12 months, the company has generated $5.3 billion in free cash flow.</p><p>There&#39;s even more growth on the horizon for AstraZeneca. The company has a promising breast cancer drug in Enhertu, which could generate more than $6.6 billion in annual revenue at its peak. In total, the company&#39;s pipeline includes 184 projects that could pave the way for greater revenue growth in the future.</p><p>Not only does AstraZeneca make for a good growth stock, but it can also be a great option for income investors. At 2.4%, its dividend yield is higher than the <b>S&amp;P 500</b> average of 1.8%. Whether you want to invest in the business for its long-term growth prospects or just collect a safe dividend from a low-volatility stock, AstraZeneca is an attractive investment option. It currently trades at 16 times future earnings, which is in line with the average healthcare stock.</p><h2>2. Coca-Cola</h2><p>Coca-Cola is a safe stock that investors can buy and forget. The business is known for its popular soft drinks, but over the years it has expanded its portfolio to include 200 brands. Its low-priced products can be affordable indulgences during a downturn in the economy. That&#39;s how Coca-Cola can prove to be a stable investment.</p><p>Its resiliency was evident when the company reported its most recent quarterly results. For the period ended Sept. 30, revenue rose 10% year over year to $11.1 billion. Price increases helped boost the top line and offset a decline in demand as people continued to show they weren&#39;t willing to ditch their favorite beverages even amid rising inflation. Its operating income during the period also rose by 7% although it would have been higher if not for a negative effect (10 percentage points) from foreign currencies.</p><p>Coca-Cola&#39;s results proved to be strong, and the company also raised its outlook for the year, now projecting organic revenue to grow between 14% and 15%. That&#39;s up from the previous quarter, when it was expecting growth of between 12% and 13%.</p><p>Coca-Cola is a favorite of billionaire investor Warren Buffett, and it&#39;s easy to see why. It benefits from a strong brand, and that is certainly helping the business produce strong results today. The stock also pays investors a dividend of 3%. Although the stock&#39;s valuation is a touch high -- trading at 23 times future profits vs. 17 for the S&amp;P 500 -- with the safety and continued growth that Coca-Cola offers investors, it&#39;s arguably worth a premium in today&#39;s volatile market.</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>Worried About a Recession? Park Your Money In These 2 High-Yielding Dividend Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWorried About a Recession? Park Your Money In These 2 High-Yielding Dividend Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-11 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/10/worried-about-a-recession-park-your-money-in-these/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A staggering 91% of U.S. CEOs are expecting a recession within the next year. That's according to a survey that accounting firm KPMG conducted between July and August. If the country's leaders are ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/10/worried-about-a-recession-park-your-money-in-these/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐","AZN":"阿斯利康"},"source_url":"https://www.fool.com/investing/2022/11/10/worried-about-a-recession-park-your-money-in-these/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282194565","content_text":"A staggering 91% of U.S. CEOs are expecting a recession within the next year. That's according to a survey that accounting firm KPMG conducted between July and August. If the country's leaders are bracing for a recession, investors should likely be following suit.In a recession, all businesses generally struggle as it means people are spending less on products and services. But there are still some safer businesses that can make for good investments and outperform the markets. Two stocks that risk-averse investors should consider today are AstraZeneca and Coca-Cola.1. AstraZenecaAstraZeneca is a top healthcare company with solid financials, a bright future, and a terrific dividend. The company's focus on rare diseases and cancer is why it can continue to do well even in a downturn since its drugs are essential for millions of people around the world.Through the first half of 2022, the company has generated significant growth. Sales rose 43% year over year to $22.2 billion as AstraZeneca benefited from growth in multiple segments as well as the acquisition of rare disease company Alexion Pharmaceuticals, which it completed last year. Its earnings per share of $0.48 were down 70%, but that was largely a result of increased costs due to the acquisition of Alexion. Over the trailing 12 months, the company has generated $5.3 billion in free cash flow.There's even more growth on the horizon for AstraZeneca. The company has a promising breast cancer drug in Enhertu, which could generate more than $6.6 billion in annual revenue at its peak. In total, the company's pipeline includes 184 projects that could pave the way for greater revenue growth in the future.Not only does AstraZeneca make for a good growth stock, but it can also be a great option for income investors. At 2.4%, its dividend yield is higher than the S&P 500 average of 1.8%. Whether you want to invest in the business for its long-term growth prospects or just collect a safe dividend from a low-volatility stock, AstraZeneca is an attractive investment option. It currently trades at 16 times future earnings, which is in line with the average healthcare stock.2. Coca-ColaCoca-Cola is a safe stock that investors can buy and forget. The business is known for its popular soft drinks, but over the years it has expanded its portfolio to include 200 brands. Its low-priced products can be affordable indulgences during a downturn in the economy. That's how Coca-Cola can prove to be a stable investment.Its resiliency was evident when the company reported its most recent quarterly results. For the period ended Sept. 30, revenue rose 10% year over year to $11.1 billion. Price increases helped boost the top line and offset a decline in demand as people continued to show they weren't willing to ditch their favorite beverages even amid rising inflation. Its operating income during the period also rose by 7% although it would have been higher if not for a negative effect (10 percentage points) from foreign currencies.Coca-Cola's results proved to be strong, and the company also raised its outlook for the year, now projecting organic revenue to grow between 14% and 15%. That's up from the previous quarter, when it was expecting growth of between 12% and 13%.Coca-Cola is a favorite of billionaire investor Warren Buffett, and it's easy to see why. It benefits from a strong brand, and that is certainly helping the business produce strong results today. The stock also pays investors a dividend of 3%. Although the stock's valuation is a touch high -- trading at 23 times future profits vs. 17 for the S&P 500 -- with the safety and continued growth that Coca-Cola offers investors, it's arguably worth a premium in today's volatile market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928932283,"gmtCreate":1671162573443,"gmtModify":1676538502061,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928932283","repostId":"2291153000","repostType":4,"repost":{"id":"2291153000","pubTimestamp":1671152835,"share":"https://www.laohu8.com/m/news/2291153000?lang=&edition=full","pubTime":"2022-12-16 09:07","market":"us","language":"en","title":"Stock Market Traders Discover That Bad News Is Bad After All","url":"https://stock-news.laohu8.com/highlight/detail?id=2291153000","media":"Bloomberg","summary":"Concern is growth and what will happen to economy: MahajanThe bottom isn’t in yet for the market, sa","content":"<html><head></head><body><ul><li>Concern is growth and what will happen to economy: Mahajan</li><li>The bottom isn’t in yet for the market, says Lovell at UBS</li></ul><p>Order is being restored in financial markets, a frightening development for equity bulls.</p><p>For the first time in a long time, news that was bad for the economy was bad for the stock market as well, more proof that recession fear has replaced inflation angst as that market’s biggest bugaboo. That bonds took the news in stride is nice for investors with a toe in each market, but adds to evidence that concern about the economy has become the bigger input to both.</p><p>Rather than rise on speculation that weak data would curb Federal Reserve tightening, the S&amp;P 500 dropped 2.5% on Thursday, while the Nasdaq 100 lost 3.4%. Small-cap stocks lost more than 2.5% and the VIX volatility gauge shot back above 22. The yield on 10-year Treasuries hovered around 3.45%, down from a peak of 3.63% earlier this week.</p><p>“The concern is growth and what’s going to happen to the economy, and is the Fed pushing us into recession,” Mona Mahajan, senior investment strategist at Edward Jones, said on Bloomberg’s “What Goes Up” podcast on Thursday. “Markets won’t ignore the fact that we’re entering a downturn — and so could we head back toward those lows, give up some of the gains that we’ve seen recently? We think that is certainly a scenario that is a credible one.”</p><p><img src=\"https://static.tigerbbs.com/53d23fd0d5e7c8cff39bf6af275f2547\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>In months prior, bad economic news was often taken as good by investors because it suggested the Federal Reserve’s interest-rate increases were working as intended to cool the economy and tamp down inflation. But now a shift may be at hand: Many investors are worrying more about a recession in 2023, with the risk increasing that the Fed could overtighten.</p><p>Data Thursday suggested US economic growth is slowing, with retail sales and manufacturing dropping last month, though the labor market has remained strong. Retail sales fell in November by the most in nearly a year, calling into question the health of the consumer, while several factory measures also showed contraction, burdened by weaker demand, among other things. Meanwhile, regional Federal Reserve banks data showed that manufacturing weakened in both the New York and Philadelphia regions by more than expected — the latter’s new orders gauge fell to the lowest since the onset of the pandemic.</p><p>“Investors took their eye off the ball and were hoping for a glide path into the holidays,” said Mike Bailey, director of research at FBB Capital Partners. “Markets are realizing that we are in for a staring contest between Jay Powell and investors that could go on for three, six, or nine months.” He added that yields on short-term Treasuries rose Thursday, while those on longer-term ones declined, “which would support a theme of a hawkish Fed move near-term, pushing rates up, but also leading to perhaps a worse recession, which might suggest slower long-term growth and lower long rates.”</p><p>The iShares 20+ Year Treasury Bond ETF, known by its ticker TLT, is on pace to beat the SPDR S&amp;P 500 ETF Trust (SPY) for five straight weeks, the longest winning streak since March of 2020. The Treasury fund is outperforming the latter by nearly 10 percentage points in December, poised for its best month since that period as well.</p><p>On Wednesday, the Fed raised its benchmark rate by 50 basis points to a 4.25%-to-4.5% target range and policymakers predicted rates would end next year at 5.1%, a higher level than previously indicated. Chair Jerome Powell reiterated that the central bank would keep rates higher for longer, and played down hopes for a rate cut next year.</p><p>The Fed also, among other projections, updated its forecast for the unemployment rate, saying it could rise to 4.6% next year — and such a hike from July’s trough of 3.5% “has never not caused a recession,” wrote Julian Emanuel, chief equity, derivatives and quantitative strategist at Evercore ISI, who added that no bear market has ever bottomed before a recession has started. Emanuel recommends a defensive position as the first half of 2023 could remain volatile still.</p><p>“The pullback in the market today — we aren’t surprised by it,” Nadia Lovell, UBS Global Wealth Management senior US equity strategist, told Bloomberg Television on Thursday. “This is a market that has traded on the hope that the Fed will not do what they say they will do. Yesterday they sent a clearly different message.”</p><p>“The risk is to the upside. That is what the market is grappling with today,” Lovell added. “We don’t yet think the bottom is into this market. You’ll probably see it in the first half of the year.”</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>Stock Market Traders Discover That Bad News Is Bad After All</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\">\nStock Market Traders Discover That Bad News Is Bad After All\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-16 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-15/stock-market-traders-discover-that-bad-news-is-bad-after-all?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Concern is growth and what will happen to economy: MahajanThe bottom isn’t in yet for the market, says Lovell at UBSOrder is being restored in financial markets, a frightening development for equity ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-15/stock-market-traders-discover-that-bad-news-is-bad-after-all?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","BK4585":"ETF&股票定投概念",".DJI":"道琼斯","BK4166":"消费信贷","BK4111":"出版",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-15/stock-market-traders-discover-that-bad-news-is-bad-after-all?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291153000","content_text":"Concern is growth and what will happen to economy: MahajanThe bottom isn’t in yet for the market, says Lovell at UBSOrder is being restored in financial markets, a frightening development for equity bulls.For the first time in a long time, news that was bad for the economy was bad for the stock market as well, more proof that recession fear has replaced inflation angst as that market’s biggest bugaboo. That bonds took the news in stride is nice for investors with a toe in each market, but adds to evidence that concern about the economy has become the bigger input to both.Rather than rise on speculation that weak data would curb Federal Reserve tightening, the S&P 500 dropped 2.5% on Thursday, while the Nasdaq 100 lost 3.4%. Small-cap stocks lost more than 2.5% and the VIX volatility gauge shot back above 22. The yield on 10-year Treasuries hovered around 3.45%, down from a peak of 3.63% earlier this week.“The concern is growth and what’s going to happen to the economy, and is the Fed pushing us into recession,” Mona Mahajan, senior investment strategist at Edward Jones, said on Bloomberg’s “What Goes Up” podcast on Thursday. “Markets won’t ignore the fact that we’re entering a downturn — and so could we head back toward those lows, give up some of the gains that we’ve seen recently? We think that is certainly a scenario that is a credible one.”In months prior, bad economic news was often taken as good by investors because it suggested the Federal Reserve’s interest-rate increases were working as intended to cool the economy and tamp down inflation. But now a shift may be at hand: Many investors are worrying more about a recession in 2023, with the risk increasing that the Fed could overtighten.Data Thursday suggested US economic growth is slowing, with retail sales and manufacturing dropping last month, though the labor market has remained strong. Retail sales fell in November by the most in nearly a year, calling into question the health of the consumer, while several factory measures also showed contraction, burdened by weaker demand, among other things. Meanwhile, regional Federal Reserve banks data showed that manufacturing weakened in both the New York and Philadelphia regions by more than expected — the latter’s new orders gauge fell to the lowest since the onset of the pandemic.“Investors took their eye off the ball and were hoping for a glide path into the holidays,” said Mike Bailey, director of research at FBB Capital Partners. “Markets are realizing that we are in for a staring contest between Jay Powell and investors that could go on for three, six, or nine months.” He added that yields on short-term Treasuries rose Thursday, while those on longer-term ones declined, “which would support a theme of a hawkish Fed move near-term, pushing rates up, but also leading to perhaps a worse recession, which might suggest slower long-term growth and lower long rates.”The iShares 20+ Year Treasury Bond ETF, known by its ticker TLT, is on pace to beat the SPDR S&P 500 ETF Trust (SPY) for five straight weeks, the longest winning streak since March of 2020. The Treasury fund is outperforming the latter by nearly 10 percentage points in December, poised for its best month since that period as well.On Wednesday, the Fed raised its benchmark rate by 50 basis points to a 4.25%-to-4.5% target range and policymakers predicted rates would end next year at 5.1%, a higher level than previously indicated. Chair Jerome Powell reiterated that the central bank would keep rates higher for longer, and played down hopes for a rate cut next year.The Fed also, among other projections, updated its forecast for the unemployment rate, saying it could rise to 4.6% next year — and such a hike from July’s trough of 3.5% “has never not caused a recession,” wrote Julian Emanuel, chief equity, derivatives and quantitative strategist at Evercore ISI, who added that no bear market has ever bottomed before a recession has started. Emanuel recommends a defensive position as the first half of 2023 could remain volatile still.“The pullback in the market today — we aren’t surprised by it,” Nadia Lovell, UBS Global Wealth Management senior US equity strategist, told Bloomberg Television on Thursday. “This is a market that has traded on the hope that the Fed will not do what they say they will do. Yesterday they sent a clearly different message.”“The risk is to the upside. That is what the market is grappling with today,” Lovell added. “We don’t yet think the bottom is into this market. You’ll probably see it in the first half of the year.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967601208,"gmtCreate":1670303818004,"gmtModify":1676538340933,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967601208","repostId":"1108754337","repostType":4,"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&#39;s valuation is egregious and doesn&#39;t make sense doesn&#39;t mean that it can&#39;t get even higher. There are many NVDA fans, analysts, and portfolio managers who have deeply bought into the hypergrowth hype. It will take time to have those beliefs give way in favor of reality.</p><p>Valuation shorts are often tricky. An investor must rely on the market eventually realizing that a company&#39;s prospects are not so rosy as previously believed, and that investment dollars would be better deployed elsewhere. Without an impending catalyst (e.g. when shorting a firm on the verge of bankruptcy), valuation shorts often rely on the passage of time. And the market can remain irrational longer than you can remain solvent, as the old saw goes. NVDA is a good company and is not going to face an insolvency crisis anytime soon. An NVDA short may need to wait a long time for the market to come around.</p><p>In my case, I am betting that the undervaluation of AMD and the overvaluation of NVDA will both eventually correct, perhaps in the coming quarters/years. That lets me be patient, while the pair trade hedges out macro and sector fluctuations. And if the market sentiment shifts meaningfully to drive NVDA to even more egregiously high valuations, it&#39;s likely that same sentiment will elevate AMD as well.</p><p>Pair trades often involve similar dollar amounts of the long and short positions. In my case, I have a pair trade with similar dollar amounts of AMD long and NVDA short. But I also have a much, much larger AMD long position outside of the pair trade.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Hypergrowth Or Hardly Growth?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Hypergrowth Or Hardly Growth?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 11:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562472-nvidia-hypergrowth-or-hardly-growth><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia shares trade at a nosebleed valuation of 156 times annualized Q3 GAAP earnings (and 73 times annualized Q3 non-GAAP earnings).Enormous growth is necessary to justify such eye watering ...</p>\n\n<a href=\"https://seekingalpha.com/article/4562472-nvidia-hypergrowth-or-hardly-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4562472-nvidia-hypergrowth-or-hardly-growth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108754337","content_text":"SummaryNvidia shares trade at a nosebleed valuation of 156 times annualized Q3 GAAP earnings (and 73 times annualized Q3 non-GAAP earnings).Enormous growth is necessary to justify such eye watering multiples.We examine the bull narrative of hypergrowth and see if expectation matches reality. The results might surprise you!Nvidia’s earnings and revenues have fallen off a cliff, as it became evident that huge portions of their sales were due to Ethereum mining demand that has permanently gone away. Despite the negative growth, the stock is currently trading at around 156 times annualized Q3 GAAP earnings (and 73 times annualized Q3 non-GAAP earnings). Earnings multiples are even higher for the last 6 months earnings. These kind of lofty multiples are generally warranted only for firms with enormous growth.The narrative of “hypergrowth” has been prevalent among NVDA bulls in recent years. But is that a theme that fits with the evidence? Now that we see what’s left after Ethereum (ETH-USD) demand vaporized, we can see how much organic growth the company has actually experienced.Let’s look at the last 5 years of earnings data, starting with Q3 FY2018, and going through the most recent announced quarter of Q3 FY2023.Gaming and Professional VisualizationOver the last 5 years there has been approximately no growth in the Gaming and Professional Visualization segments! Sales in Q3 were actually down slightly (from $1.800B to $1.774B) in the combined segments from 5 years ago! The big bubble in between appears to be from Ethereum mining demand, which appears to have inflated both segments dramatically. The fact of no growth in 5 years is remarkable given the heavy narrative for years from management about both gaming demand and professional visualization and omniverse being strong and growing quickly. And even more remarkable given how much the ASPs have grown for gaming GPUs. As EnerTuition recently pointed out, the top 3 Turing SKUs RTX2080Ti/2080/2070 launched at $999/$699/$499, respectively. The top 3 Ampere SKUs RTX3090Ti/3090/3080Ti launched at $1999/$1499/$1199, respectively. Normally rising ASPs in a growing business should lead to sustainably rising revenues.It’s possible that the recent Q3 FY23 Gaming and Pro Visualization revenues are at a temporary low, suppressed by the enormous amount of inventory that NVDA previously stuffed into the channel (that the market thought were real sales to gamers). But it’s not clear if there is sustainable demand, even above the higher reported Q2 level of sales around $2B for Gaming. Even that figure is suspect given that the crypto demand bubble hadn’t yet ended during the start of Q2, so Q2 may contain a lot of crypto sales.During the Q2 call, management told analysts that they expected around $5B in Gaming sell-through between Q2 and Q3 combined. Then a few weeks later management added the caveat that there would be “seasonality” in that estimate, indicating that it would be incorrect to assume $2.5B per quarter as a run rate. And then on the Q3 call, an analyst asked if the $2.5B per quarter estimate actually proved to be correct, and management did not answer the question. Instead they offered that Q3 sell-through (which included the launch of the highly anticipated 4090, which should have boosted sales considerably) was “relatively solid”.Bulls may believe the $2.5B Gaming sell-through rate, even though management declined to actually confirm that the figure is correct. Let’s be generous and assume that it is correct, even though I am personally skeptical that it’s true. So once the inventory is cleaned out, and if sales rebound in H2 FY 2024 to the $2.5 billion level management estimated, then growth over 6 years for the Gaming segment would only be 8% CAGR.The market saw a crypto mining bubble and confused it for organic growth.Auto, OEM, and OtherOver the last 5 years there has been approximately no meaningful growth in the Auto, OEM, and Other segments. The combined segments are actually down (from $335M to $324M) in the last 5-year comparison. Management is endlessly hyping up their potential in these areas, but no actual meaningful results have been seen in the last 5 years.Data CenterThe lone source of growth for the firm the past 5 years has been the Data Center. But the true organic growth is obscured by the acquisition of Mellanox, which appears to contribute about $1.5B per quarter (per CEO remarks on Q3 call) at this point in time—or almost half of the entire growth in the segment.After subtracting out the estimated Mellanox contribution, the organic datacenter growth appears to be around 34% CAGR over the last 5 years. In the last 12 months, the entire Data Center line, including the Mellanox contribution, grew 30%. This is very healthy growth.But with such a high multiple on the stock, what are the prospects for the business looking forward?The company faces significant headwinds here as AMD and Amazon and Google have introduced competing products (and Amazon and Google can push those alternatives heavily in their cloud services and for internal workloads). AMD’s next generation DC GPUs, set to launch in the coming quarters, may be a very formidable threat. With 80+% GPU market share in the cloud, Nvidia losing a lot of share is much more likely than gaining a lot of share. Nvidia will have to rely on expanded overall spending in the sector to help them tread water while losing market share.But that hope is looking shaky at the current time. We are seeing signals from many sources that growth in datacenter spending in the economy is slowing. Additionally, startups that were flush with cash and spending lavishly may cut back their spending in the current fiscal environment.We also have Nvidia management admitting that they had to take multi-hundred million dollar charges in each of the last two quarters for a reduced demand outlook in the Data Center segment. Management stated on the Q3 call that these lowered expectations of demand in the Data Center are looking several quarters out. We also can observe that the Data Center line has been roughly flat the last two quarters. Given the many headwinds, including management’s own outlook, the success of this line item may be tough to repeat going forward.Total PictureOver the last 5 years, excluding the Mellanox acquisition contribution, the organic business grew by an 11% CAGR. This is nice growth, but hardly in line with an eye-watering non-GAAP 73 multiple on declining earnings.In comparison, peer company Advanced Micro Devices (AMD) grew at a 41% CAGR the last 2 years (27% CAGR after subtracting the Xilinx acquisition contribution), with strong growth in the datacenter, and is trading at only 21 times 2022 estimates.The Nvidia hypergrowth narrative appears to have taken over the market. But it’s simply not consistent with the facts. I suspect that the earnings multiple will fall over time as the market comes to realize what the firm’s real prospects are.Investors seeking datacenter growth may prefer AMD’s much cheaper earnings multiple, despite what I view as AMD’s much stronger growth prospects. A pair trade of long AMD, and short NVDA may also be a good trade to take advantage of AMD’s significant undervaluation and NVDA’s gigantic overvaluation, while hedging out macro effects, and giving time for the market to assign more appropriate multiples.ConsiderationsShorting NVDA is not without risk. The stock has a cult following and has traded at very high multiples for years, including in the triple digits several times in the past couple years. Just because the stock's valuation is egregious and doesn't make sense doesn't mean that it can't get even higher. There are many NVDA fans, analysts, and portfolio managers who have deeply bought into the hypergrowth hype. It will take time to have those beliefs give way in favor of reality.Valuation shorts are often tricky. An investor must rely on the market eventually realizing that a company's prospects are not so rosy as previously believed, and that investment dollars would be better deployed elsewhere. Without an impending catalyst (e.g. when shorting a firm on the verge of bankruptcy), valuation shorts often rely on the passage of time. And the market can remain irrational longer than you can remain solvent, as the old saw goes. NVDA is a good company and is not going to face an insolvency crisis anytime soon. An NVDA short may need to wait a long time for the market to come around.In my case, I am betting that the undervaluation of AMD and the overvaluation of NVDA will both eventually correct, perhaps in the coming quarters/years. That lets me be patient, while the pair trade hedges out macro and sector fluctuations. And if the market sentiment shifts meaningfully to drive NVDA to even more egregiously high valuations, it's likely that same sentiment will elevate AMD as well.Pair trades often involve similar dollar amounts of the long and short positions. In my case, I have a pair trade with similar dollar amounts of AMD long and NVDA short. But I also have a much, much larger AMD long position outside of the pair trade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963703121,"gmtCreate":1668746014463,"gmtModify":1676538107328,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9963703121","repostId":"1103280772","repostType":2,"repost":{"id":"1103280772","pubTimestamp":1668736676,"share":"https://www.laohu8.com/m/news/1103280772?lang=&edition=full","pubTime":"2022-11-18 09:57","market":"us","language":"en","title":"Bullard Sets Tone for Fed Officials Signaling Hikes Will Roll On","url":"https://stock-news.laohu8.com/highlight/detail?id=1103280772","media":"Bloomberg","summary":"Borrowing costs should be high enough to curb inflationTightening has had limited effect on prices s","content":"<html><head></head><body><ul><li>Borrowing costs should be high enough to curb inflation</li><li>Tightening has had limited effect on prices so far, he says</li></ul><p>St. Louis Fed President James Bullard said policymakers should raise interest rates to at least 5% to 5.25%, hitting financial markets as investors recalibrated bets on how high officials would go.</p><p>“In the past I have said 4.75% to 5%,” he told reporters Thursday after giving a speech in Louisville, Kentucky. “Based on this analysis today, I would say 5% to 5.25%. That’s a minimum level. According to this analysis, that would at least get us in the zone.”</p><p>Chair Jerome Powell said earlier this month that rates will need to rise more than previously expected due to disappointing inflation data, while suggesting that officials could moderate the size of their increases going forward. A key reading on consumer prices since then was better than expected but policymakers continue to stress the need to keep raising rates.</p><p>Officials in September had projected rates rising to around 4.6% next year from a current target range of 3.75% to 4%. Those projections will be updated at the Fed’s Dec. 13-14 meeting.</p><p>US 10-year Treasury yields climbed after Bullard became the latest official to say that interest rates had further to rise to curb the strongest inflation in 40 years.</p><p>San Francisco Fed President Mary Daly said on Wednesday that “somewhere between 4.75 and 5.25 seems a reasonable place to think about” for the level that officials should raise rates to then go on hold.</p><p>Bullard’s hawkish tone was echoed later on Thursday by Minneapolis Fed President Neel Kashkari, whosaidit’s an “open question” how far the central bank has to go with rates to bring demand back into balance.</p><p>“I need to be convinced that inflation has at least stopped climbing, that we’re not falling further behind the curve before I would advocate stopping a progression of future rate hikes, so we’re not there yet,” he told the Minnesota Chamber of Commerce’s 2022 Economic Summit.</p><p>“The Fed is still maintaining a outward appearance of hawkishness pending another month of inflation data,” said Guy LeBas, chief fixed-income strategist for Janney Montgomery Scott LLC in Philadelphia. “One month of lower inflation doesn’t mean the war is over.”</p><p>Data last week showed consumer inflation rising by a less-than-expected 7.7% in the 12 months through October. November’s reading will be released on Dec. 13, before officials begin their two days of policy deliberations.</p><p>During his presentation, Bullard showed charts that indicated rates will need to be between about 5% to 7% to meet policymakers’ goal of being “sufficiently restrictive” to curb inflation near a four-decade high.</p><p>The calculation used different versions of a Taylor Rule, a popular monetary policy guideline developed by Stanford University’s John Taylor.</p><h3>‘Minimal’ Level</h3><p>“It’s easy to make arguments that before this is all over you’d have to go to much higher levels of the policy rate” than 5.25%, said Bullard, who votes on policy this year. “But for now I’d be happy to get to the minimal level and that’s why I think the committee is going to have to do more.”</p><p>The St. Louis Fed leader, who has been among the more hawkish policymakers this year, was the latest central banker to call for additional action.</p><p>The Fed raised rates by 75 basis points on Nov. 2 for the fourth straight time as part of its most aggressive tightening since the 1980s to curb an inflation that started in the wake of the Covid-19 pandemic disruptions.</p><p>Bullard didn’t say whether he would favor a 50 or 75 basis-point move at the Fed’s December meeting, telling reporters that he would look to Powell to set the direction.</p><p>A number of his colleagues have called for a downshift in the size of the next rate increase following last week’s consumer price report, which showed a softening in core consumer goods inflation in October.</p><p>Investors expect the Fed will raise rates by a half percentage point next month and see rates peaking around 5% next year.</p><p>The St. Louis Fed president said he expected officials to keep rates high for an extended period to avoid the kind of monetary policy mistakes of the 1970s that resulted in persistently high inflation.</p><p>“We certainly don’t want to replay that episode,” he told reporters. “So we’re going to have to see very tangible evidence that inflation’s coming down meaningfully toward target, and I think we’re going to want to err on the side of staying higher for longer in order to get that to happen.”</p><p>Bullard said while he expected inflation to come down next year, there’s been relatively little evidence of that so far.</p><p>“Thus far, the change in the monetary-policy stance appears to have had only limited effects on observed inflation, but market pricing suggests disinflation is expected in 2023,” Bullard said in his prepared remarks, adding rate hikes so far have caused little financial stress.</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>Bullard Sets Tone for Fed Officials Signaling Hikes Will Roll On</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\">\nBullard Sets Tone for Fed Officials Signaling Hikes Will Roll On\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-18 09:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-17/fed-s-bullard-says-more-hikes-needed-to-get-to-restrictive-level><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Borrowing costs should be high enough to curb inflationTightening has had limited effect on prices so far, he saysSt. Louis Fed President James Bullard said policymakers should raise interest rates to...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-17/fed-s-bullard-says-more-hikes-needed-to-get-to-restrictive-level\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-17/fed-s-bullard-says-more-hikes-needed-to-get-to-restrictive-level","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103280772","content_text":"Borrowing costs should be high enough to curb inflationTightening has had limited effect on prices so far, he saysSt. Louis Fed President James Bullard said policymakers should raise interest rates to at least 5% to 5.25%, hitting financial markets as investors recalibrated bets on how high officials would go.“In the past I have said 4.75% to 5%,” he told reporters Thursday after giving a speech in Louisville, Kentucky. “Based on this analysis today, I would say 5% to 5.25%. That’s a minimum level. According to this analysis, that would at least get us in the zone.”Chair Jerome Powell said earlier this month that rates will need to rise more than previously expected due to disappointing inflation data, while suggesting that officials could moderate the size of their increases going forward. A key reading on consumer prices since then was better than expected but policymakers continue to stress the need to keep raising rates.Officials in September had projected rates rising to around 4.6% next year from a current target range of 3.75% to 4%. Those projections will be updated at the Fed’s Dec. 13-14 meeting.US 10-year Treasury yields climbed after Bullard became the latest official to say that interest rates had further to rise to curb the strongest inflation in 40 years.San Francisco Fed President Mary Daly said on Wednesday that “somewhere between 4.75 and 5.25 seems a reasonable place to think about” for the level that officials should raise rates to then go on hold.Bullard’s hawkish tone was echoed later on Thursday by Minneapolis Fed President Neel Kashkari, whosaidit’s an “open question” how far the central bank has to go with rates to bring demand back into balance.“I need to be convinced that inflation has at least stopped climbing, that we’re not falling further behind the curve before I would advocate stopping a progression of future rate hikes, so we’re not there yet,” he told the Minnesota Chamber of Commerce’s 2022 Economic Summit.“The Fed is still maintaining a outward appearance of hawkishness pending another month of inflation data,” said Guy LeBas, chief fixed-income strategist for Janney Montgomery Scott LLC in Philadelphia. “One month of lower inflation doesn’t mean the war is over.”Data last week showed consumer inflation rising by a less-than-expected 7.7% in the 12 months through October. November’s reading will be released on Dec. 13, before officials begin their two days of policy deliberations.During his presentation, Bullard showed charts that indicated rates will need to be between about 5% to 7% to meet policymakers’ goal of being “sufficiently restrictive” to curb inflation near a four-decade high.The calculation used different versions of a Taylor Rule, a popular monetary policy guideline developed by Stanford University’s John Taylor.‘Minimal’ Level“It’s easy to make arguments that before this is all over you’d have to go to much higher levels of the policy rate” than 5.25%, said Bullard, who votes on policy this year. “But for now I’d be happy to get to the minimal level and that’s why I think the committee is going to have to do more.”The St. Louis Fed leader, who has been among the more hawkish policymakers this year, was the latest central banker to call for additional action.The Fed raised rates by 75 basis points on Nov. 2 for the fourth straight time as part of its most aggressive tightening since the 1980s to curb an inflation that started in the wake of the Covid-19 pandemic disruptions.Bullard didn’t say whether he would favor a 50 or 75 basis-point move at the Fed’s December meeting, telling reporters that he would look to Powell to set the direction.A number of his colleagues have called for a downshift in the size of the next rate increase following last week’s consumer price report, which showed a softening in core consumer goods inflation in October.Investors expect the Fed will raise rates by a half percentage point next month and see rates peaking around 5% next year.The St. Louis Fed president said he expected officials to keep rates high for an extended period to avoid the kind of monetary policy mistakes of the 1970s that resulted in persistently high inflation.“We certainly don’t want to replay that episode,” he told reporters. “So we’re going to have to see very tangible evidence that inflation’s coming down meaningfully toward target, and I think we’re going to want to err on the side of staying higher for longer in order to get that to happen.”Bullard said while he expected inflation to come down next year, there’s been relatively little evidence of that so far.“Thus far, the change in the monetary-policy stance appears to have had only limited effects on observed inflation, but market pricing suggests disinflation is expected in 2023,” Bullard said in his prepared remarks, adding rate hikes so far have caused little financial stress.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963611852,"gmtCreate":1668659115276,"gmtModify":1676538092749,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9963611852","repostId":"2284813867","repostType":2,"repost":{"id":"2284813867","pubTimestamp":1668651244,"share":"https://www.laohu8.com/m/news/2284813867?lang=&edition=full","pubTime":"2022-11-17 10:14","market":"us","language":"en","title":"Why Apple Is The Only FAANG Stock Worth Buying","url":"https://stock-news.laohu8.com/highlight/detail?id=2284813867","media":"Seeking Alpha","summary":"SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful produc","content":"<html><head></head><body><h3>Summary</h3><ul><li>Apple is down 16%, yet it&#39;s the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.</li><li>Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares.</li><li>While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.</li></ul><h2>Introduction</h2><p>Technically speaking, <b>Apple Inc. (NASDAQ:AAPL)</b> is the only company in my portfolio that is a member of the technology sector. While I tend to disagree with the definition of technology, I thought long and hard before buying technology in 2021. I wanted a company that brings both growth and value to the table. A company that offers a growing dividend and buybacks without giving up on its ability to outperform - after all, I&#39;m not looking to go overweight in high-yield investments. Apple offers all of this. While Apple is struggling this year, it is outperforming every other FAANG stock by a wide margin. This happens despite significant consumer weakness, lower business investments, and the fact that Apple&#39;s products are in the highest price range. In this article, I&#39;m going to dive into all of this and explain why I believe that Apple is a go-to stock for investors looking to buy high-quality growth exposure. This includes my strategy going forward, as we need to incorporate way more than Apple&#39;s ability to invent great products.</p><p>So, let&#39;s get to it!</p><h2>It&#39;s A Scary Business Environment</h2><p>The little brown area in the chart below displays my technology exposure. While I would make the case that several defense companies (industrials) in my portfolio are way more high-tech than most stocks in the technology sector, it is important to own stocks that perform better in a falling-rate environment. In other words, buying Apple was mainly based on diversification.</p><p></p><p><img src=\"https://static.tigerbbs.com/50f9d99495363bbc24d79e1156a9f750\" tg-width=\"640\" tg-height=\"418\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p>That said, I could have gone with a lot of technology stocks, yet I went with Apple. Going back twelve months, Apple is currently the only stock in positive territory. Note that I included Microsoft (MSFT), NVIDIA Corp. (NVDA), and Amazon (AMZN) as well. After all, FAANG has evolved a bit over the years.</p><p></p><p><img src=\"https://static.tigerbbs.com/07f8247f254110297bc0bfac6717d880\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Essentially, I liked the concept behind FAANG (or FAANG+, or FAANGMAN, or whatever you want to use) because it perfectly captured the bull market between the Great Financial Recession and the surge in inflation in 2021.</p><p>Federal Reserve interest rates were low, inflation was low, global QE programs fueled liquidity, and technological developments were fast. As the chart (from September 2022) below shows, interest rates were highly accommodative between 2009 and 2022. The only exception was the surge in rates after 2016, which allowed value stocks to briefly outperform growth stocks.<img src=\"https://www.cmegroup.com/content/dam/cmegroup/insights/images/2022/a-perspective-on-interest-rate-neutrality-fig03.jpg\" tg-width=\"940\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/>CME Group</p><p>Essentially, accommodative rates mean that Fed policy rates are below long-term inflation expectations. What made the situation in the past decade so attractive is that long-term inflation rates were low - yet Fed rates were even lower.</p><p>Using the 5-year, 5-year forward inflation chart, which estimates the average inflation rate of the five years starting in five years, we see that estimates were close to 2.4% in the years after the Great Financial Crisis. After 2013, these rates moved lower, with consistent readings below 2%.</p><p></p><p><img src=\"https://static.tigerbbs.com/1237255f9b5395d3108c0bb1a248d09d\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>Federal Reserve Bank of St. Louis</p><p>This makes growth stocks so attractive because discounting future growth is way more attractive when inflation expectations are low. After all, if you assume that inflation will accelerate, you probably prefer stocks that already generate high profits.</p><p>On top of that, central banks provided liquidity, which was more or less forced into FAANG stocks.</p><p><img src=\"https://static.tigerbbs.com/6beb2ec686a4d7016eabca0c1eb5a6a5\" tg-width=\"704\" tg-height=\"514\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p>In 2021, I bought Apple. Not because I expected this to continue, as I already had shifted to the thesis that value would outperform. I bought Apple for diversification and because I believed that Apple would outperform other growth stocks.</p><p>My thesis turned out to be correct. Inflation accelerated as a result of supply chain issues, commodity shortages, labor inflation, and fiscal and monetary stimulus of 2020 and 2021. Now, we&#39;re in a situation where inflation is still high, causing central banks to reverse everything they did before the crisis. Interest rates are surging, economic growth is suffering, and inflation is still high.</p><p>While I&#39;m writing this, the market expects the Fed to hike by 50 basis points in December, followed by two 25 basis points hikes in early 2023.</p><p><img src=\"https://static.tigerbbs.com/f3fcded5ac463d291451c666e5b7b6aa\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/>CME Group</p><p>The risk is that inflation isn&#39;t coming down as fast as the market may expect, causing us to get a scenario comparable to the 1970s and 1980s, where supply-side-driven inflation caused the Fed to initiate a few aggressive hiking cycles. It caused economic growth to fluctuate.</p><p>Until inflation eased in the early 1980s, stocks went sideways for more than 20 years. I am not saying that this will happen again, however, I believe the risks of a prolonged sideways trend are very high.<img src=\"https://static.tigerbbs.com/3cd26580babd7b3bda3d1b3d4bb68190\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\"/></p><p>TradingView (S&amp;P 500)</p><p>Essentially, this would mean that we need to pour all of our money into (high) dividend-paying stocks. However, I&#39;m only changing my strategy a bit as I will continue to buy growth.</p><p>I won&#39;t buy money-losing growth stocks. I will use the next few years to buy more Apple shares at any opportunity I get, as I want to make this a large position in my portfolio.</p><p>After all, Apple combines the best of growth and value, causing it to remain the last FAANG standing - by a significant margin.</p><h2>Apple - Resilience When It Matters Most</h2><p>Let&#39;s continue with some more bad news. Apple isn&#39;t just a tech stock, it is also highly dependent on the health of the consumer. After all, 52% of its $394 billion net sales in FY2022 came from its iPhone (other products also depend on the consumer). Hence, one of the reasons why so many investors have not invested in Apple is the fact that the consumer is in a terrible spot. Using the University of Michigan numbers, the current financial situation of consumers in the United States hasn&#39;t been this low since 2010.</p><p><img src=\"https://static.tigerbbs.com/568283294349a80eb431b0cd4cd26fed\" tg-width=\"640\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p>University of Michigan</p><p>In Europe, the situation is even worse due to the energy crisis. In China, we&#39;re dealing with ongoing lockdowns (Zero COVID) that keep people from spending as much as they would under normal circumstances. On a side note, despite lockdowns, Apple grew sales by 9% in Greater China in FY2022. That beats European sales by 200 basis points! I expect these sales to rebound when China ends its Zero COVID policy in early 2023 (according to my sources).</p><p>Hence, now bad headlines are emerging. For example, Apple is now offering rare MacBook deals to accelerate its sales.</p><p><img src=\"https://static.tigerbbs.com/e3c5dac3d8f0ae070f1e07e7fe3746df\" tg-width=\"640\" tg-height=\"161\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As reported by Bloomberg, the company is offering discounts of as much as 10%. Yet, it only impacts its M1-chip MacBooks.</p><p><img src=\"https://static.tigerbbs.com/5d7efad2196ec5f443f7f7cc031f1e38\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>This is a measure aimed to boost sales and get rid of excess inventory ahead of MacBook upgrades in the first few months of 2023.</p><p>That&#39;s not everything. Weakness is also hitting the iPhone (as most already expected, given macroeconomic conditions). J.P. Morgan just came out, making the case that sales in the December quarter will decline year-on-year.</p><p>As reported by Seeking Alpha:</p><blockquote>Analyst Samik Chatterjee lowered his iPhone 14 estimates by 5M and other iPhone estimates by <a href=\"https://laohu8.com/S/MMM\">3M</a> and now forecasts iPhone and total revenues to decline year-over-year during the period.</blockquote><blockquote>&#34;In relation to impact to [fiscal year 2023] estimates overall, the reduction to estimates are more modest as we expect part of the shipment shortfall in the December quarter to be made up in the March quarter, which typically being a lower production quarter will give Apple ample opportunities to recover the shortfall, and on the demand side based on historical precedent we expect limited to modest impact to consumer demand from delays and extended delivery times,&#34; Chatterjee wrote.</blockquote><p>I have to say that this news sounds worse than it is. For example, the iPhone has been strong until the December quarter. In its fourth quarter, the company grew iPhone sales by 10%. While this includes pricing, it&#39;s on top of 39% revenue growth in the prior-year quarter. That&#39;s better news than most give Apple credit for.</p><p>However, Apple was very reluctant when it comes to predicting what demand may look like - especially with regard to pricing issues and lower-cost competitors.</p><p>Tim Cook mentioned supply chain issues that kept the company from selling as many iPhones as it would have liked. Moreover, iPhone 14 demand is hard to estimate as Apple has introduced a number of new models (Max, Pro, you name it).</p><p>However, one of the reasons why I&#39;m not worried about competition is the fact that quality differences are a huge issue when looking for better prices. I&#39;ve spent the past four weeks figuring out what my new phone is going to be. I can go for a cheap option from a competitor. However, reviews are just terrible. When looking for a quality phone, there really isn&#39;t a cheap alternative to the iPhone anymore. Hence, people stay in the Apple ecosystem. Or, even better, people join the ecosystem. I&#39;ve had more friends and colleagues switch to Apple in the past 12 months than people leaving Apple - including a lot of penny pinchers.</p><p>Hence, I wasn&#39;t surprised that Tim Cook mentioned great results for the iPhone in all key regions:</p><blockquote>We were really pleased with the broadness of the iPhone strength last quarter. We had three of the top four smartphones in the U.S. and the UK, the top three in Urban China, the top six in Australia, four out of the top five in Germany and the top two in Japan. And customer satisfaction for the iPhone remains very, very strong at 98%.</blockquote><p>Moreover, in light of high inflation, Apple has maintained strong margins. Apple&#39;s operating margin has been consistently above 30.0% in the 2022 calendar year. Microsoft is strong as well. Companies like Netflix (NFLX), Meta (META), and Amazon have a much harder time dealing with inflation. Moreover, in most cases, demand weakness makes this even harder.<img src=\"https://static.tigerbbs.com/5bab72c94b1eb7593597c5b76b716145\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>The key here is Apple&#39;s supply chain resilience. Like all companies, Apple did feel headwinds from the severe supply shortages (i.e., semiconductors) that started after the 2020 lockdowns. However, Apple is superior when it comes to supply chains.</p><p>Even way before the pandemic, Apple was known for its seamless supply chain operations. In 2019, I did my master&#39;s degree focused on supply chains. Tim Cook was a frequent topic of discussion.</p><p>As reported by Supply Chain Digital, it is no surprise that Steve Jobs made Tim Cook his successor. He&#39;s a supply chain guy, responsible for a big part of Apple&#39;s success.</p><blockquote>[...] it was Cook who had ensured Apple’s phenomenal growth by never allowing the supply of its products to be outstripped by demand, even when demand was stratospheric.</blockquote><blockquote>[...] Yet less than a year after Cook joined, Apple was reporting profits. As the visionary Jobs came up with one era-defining product after another, Cook made sure they were always available, and in huge numbers.</blockquote><blockquote>An early Cook ploy was to buy US$100mn of holiday season air freight, months in advance. This cut out competitors, and left them scrambling to ship products during the holiday season.</blockquote><blockquote>But he realised very early in his Apple career that the company’s supply chain was unwieldy, over-complex and unresponsive, and so he moved Apple to a just-in-time (JIT) manufacturing model - a process he had overseen in his time at <a href=\"https://laohu8.com/S/IBM\">IBM</a>.</blockquote><p>It&#39;s good to know there&#39;s an expert in charge (obviously) as Apple is now reconfiguring its supply chain. Apple will reduce its reliance on Asian markets as geopolitical and economic risks have caused an acceleration in supply changes after the pandemic.</p><p>Apple is now looking to source chips in the United States and Europe. As reported by Bloomberg:</p><blockquote>“We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook told the employees. “And in Europe, I’m sure that we will also source from Europe as those plans become more apparent,” he said at the meeting, which included Apple services chief Eddy Cue and Deirdre O’Brien, its head of retail and human resources.</blockquote><p>In Arizona, Apple will have access to supply from the Taiwan Semiconductor Manufacturing Company (TSM), starting in 2024. Moreover, Intel (INTC) is building plants in Arizona, with a similar timeline. Yet, Apple won&#39;t likely become a customer as it has produced its own chips - as everyone is aware of by now.</p><h2>More Reasons Why Apple Isn&#39;t Selling Off</h2><p>So far, we have a few reasons. Despite imploding consumer sentiment, supply chain issues, and ongoing geopolitical issues (including Zero-COVID), Apple is standing strong. Its margins in FY2022 reached one of the highest levels ever, its iPhone continues to withstand fierce competition, and Apple further improved sales on top of tough comparisons in FY2021. All of this was provided by stellar supply chains.</p><p>When looking at the bigger picture, we see that margins are expected to come down a bit. However, both EBITDA and free cash flow are expected to remain in an uptrend.</p><p><img src=\"https://static.tigerbbs.com/8b4eab909778547491aa3fdd03828ff6\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>TIKR.com</p><p>In the current fiscal year (2023), the company is expected to generate $105 billion in free cash flow. This implies a 4.4% free cash flow yield, using its $2,400 billion market cap.</p><p>That&#39;s good news for investors as Apple is on a mission to get rid of its cash load.</p><p>In the September quarter, the company returned $29 billion to shareholders. $3.7 billion was distributed through dividends (sustaining its 0.6% yield). The remaining $25.2 billion was (indirectly) distributed through open market purchases of 160 million AAPL shares. Total distributions were roughly 1.2% of its market cap. On an annualized basis, that&#39;s 4.8%, allowing the company to distribute all of its incoming free cash flow and portions of its existing cash holdings.</p><p>The company ended the quarter with $169 billion in cash and marketable securities. The company repaid $2.8 billion in cash, decreased commercial paper by $1 billion, and issued $5.5 billion in new debt. Gross debt was $120 billion, indicating $49 billion in net cash (negative net debt).</p><p>Apple is looking to become net cash neutral over time, meaning the company will accelerate distributions not just in line with FCF growth, but a bit faster to distribute $49 billion in current net cash.</p><p>As a result, Apple is the only FAANG+ with substantial net share buybacks. None of the others bought back more than 10% of their shares outstanding.</p><p><img src=\"https://static.tigerbbs.com/bb56d538436fae8a9b46ba8dcea409c5\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>That is a huge deal as it artificially boosts earnings per share.</p><p>So, what about the valuation?</p><h2>Valuation</h2><p>Let&#39;s start with the worst news. The implied free cash flow yield isn&#39;t very high. Using LTM FCF, it&#39;s roughly at 5%. While it&#39;s off the lows, it is far below anything the market witnessed prior to global central banks turning accommodative in 2015. As I showed you at the start of this article, inflation expectations came down hard around 2015. It caused investors to apply a different valuation to Apple. Suddenly, a 10% FCF yield was way too high. Now, a 5% FCF yield may be too low, if we assume that inflation is here to stay...</p><p><img src=\"https://static.tigerbbs.com/4f58624ab1429d3a7bba3937e94452ba\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Moreover, Apple is trading at 18.0x NTM EBITDA. That&#39;s based on its $2.4 trillion market cap and FY2023E net cash of $61 billion.</p><p>This valuation is well below its peak, yet not at extremely attractive levels. I believe that a valuation of 15-16x EBITDA is a good place to start buying more shares - or to initiate a position.</p><p></p><p><img src=\"https://static.tigerbbs.com/b2073abe0c515422a8149c4fb7bdb21c\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>So, let&#39;s summarize this article.</p><h2>Takeaway</h2><p>I went with a somewhat confrontational title. However, I think it&#39;s true. While Apple is down 16% year-to-date, the company has protected its investors against weakness that occurred in other tech stocks. Not only that, but by doing so, investors are still sitting on tremendous gains over the past few years as AAPL did not underperform during the last bull market.</p><p>I also went with this title because I believe that Apple is the best FAANG+ stock going forward. I do not expect the market environment to suddenly turn accommodative of growth stocks. While supply chain issues are easing, above-average inflation is likely to persist. Central banks will continue to be forced to solve this, which could lead to multiple hiking cycles down the road.</p><p>My strategy is to continue buying Apple on any major weakness. While the company may refrain from rallying as it did prior to 2022, we&#39;re dealing with - what I believe - is the best FAANG stock on the market. The company has exceptional supply chain management, products able to withstand tough competition, and allowing the company to use pricing to offset inflationary headwinds.</p><p>On top of that, it has an AA+ balance sheet, allowing management to aggressively buy back shares, boosting EPS at a time when it matters most.</p><p>In summary, AAPL is a tech stock that lets me sleep well at night, knowing I own the best mix between growth and value.</p><p>So, if you&#39;re looking for tech exposure, I believe that AAPL is the way to go. Especially in light of ongoing and expected macroeconomic developments.</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>Why Apple Is The Only FAANG Stock Worth Buying</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\">\nWhy Apple Is The Only FAANG Stock Worth Buying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-17 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful ...</p>\n\n<a href=\"https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying\">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://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284813867","content_text":"SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares.While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.IntroductionTechnically speaking, Apple Inc. (NASDAQ:AAPL) is the only company in my portfolio that is a member of the technology sector. While I tend to disagree with the definition of technology, I thought long and hard before buying technology in 2021. I wanted a company that brings both growth and value to the table. A company that offers a growing dividend and buybacks without giving up on its ability to outperform - after all, I'm not looking to go overweight in high-yield investments. Apple offers all of this. While Apple is struggling this year, it is outperforming every other FAANG stock by a wide margin. This happens despite significant consumer weakness, lower business investments, and the fact that Apple's products are in the highest price range. In this article, I'm going to dive into all of this and explain why I believe that Apple is a go-to stock for investors looking to buy high-quality growth exposure. This includes my strategy going forward, as we need to incorporate way more than Apple's ability to invent great products.So, let's get to it!It's A Scary Business EnvironmentThe little brown area in the chart below displays my technology exposure. While I would make the case that several defense companies (industrials) in my portfolio are way more high-tech than most stocks in the technology sector, it is important to own stocks that perform better in a falling-rate environment. In other words, buying Apple was mainly based on diversification.AuthorThat said, I could have gone with a lot of technology stocks, yet I went with Apple. Going back twelve months, Apple is currently the only stock in positive territory. Note that I included Microsoft (MSFT), NVIDIA Corp. (NVDA), and Amazon (AMZN) as well. After all, FAANG has evolved a bit over the years.Data by YChartsEssentially, I liked the concept behind FAANG (or FAANG+, or FAANGMAN, or whatever you want to use) because it perfectly captured the bull market between the Great Financial Recession and the surge in inflation in 2021.Federal Reserve interest rates were low, inflation was low, global QE programs fueled liquidity, and technological developments were fast. As the chart (from September 2022) below shows, interest rates were highly accommodative between 2009 and 2022. The only exception was the surge in rates after 2016, which allowed value stocks to briefly outperform growth stocks.CME GroupEssentially, accommodative rates mean that Fed policy rates are below long-term inflation expectations. What made the situation in the past decade so attractive is that long-term inflation rates were low - yet Fed rates were even lower.Using the 5-year, 5-year forward inflation chart, which estimates the average inflation rate of the five years starting in five years, we see that estimates were close to 2.4% in the years after the Great Financial Crisis. After 2013, these rates moved lower, with consistent readings below 2%.Federal Reserve Bank of St. LouisThis makes growth stocks so attractive because discounting future growth is way more attractive when inflation expectations are low. After all, if you assume that inflation will accelerate, you probably prefer stocks that already generate high profits.On top of that, central banks provided liquidity, which was more or less forced into FAANG stocks.Yahoo FinanceIn 2021, I bought Apple. Not because I expected this to continue, as I already had shifted to the thesis that value would outperform. I bought Apple for diversification and because I believed that Apple would outperform other growth stocks.My thesis turned out to be correct. Inflation accelerated as a result of supply chain issues, commodity shortages, labor inflation, and fiscal and monetary stimulus of 2020 and 2021. Now, we're in a situation where inflation is still high, causing central banks to reverse everything they did before the crisis. Interest rates are surging, economic growth is suffering, and inflation is still high.While I'm writing this, the market expects the Fed to hike by 50 basis points in December, followed by two 25 basis points hikes in early 2023.CME GroupThe risk is that inflation isn't coming down as fast as the market may expect, causing us to get a scenario comparable to the 1970s and 1980s, where supply-side-driven inflation caused the Fed to initiate a few aggressive hiking cycles. It caused economic growth to fluctuate.Until inflation eased in the early 1980s, stocks went sideways for more than 20 years. I am not saying that this will happen again, however, I believe the risks of a prolonged sideways trend are very high.TradingView (S&P 500)Essentially, this would mean that we need to pour all of our money into (high) dividend-paying stocks. However, I'm only changing my strategy a bit as I will continue to buy growth.I won't buy money-losing growth stocks. I will use the next few years to buy more Apple shares at any opportunity I get, as I want to make this a large position in my portfolio.After all, Apple combines the best of growth and value, causing it to remain the last FAANG standing - by a significant margin.Apple - Resilience When It Matters MostLet's continue with some more bad news. Apple isn't just a tech stock, it is also highly dependent on the health of the consumer. After all, 52% of its $394 billion net sales in FY2022 came from its iPhone (other products also depend on the consumer). Hence, one of the reasons why so many investors have not invested in Apple is the fact that the consumer is in a terrible spot. Using the University of Michigan numbers, the current financial situation of consumers in the United States hasn't been this low since 2010.University of MichiganIn Europe, the situation is even worse due to the energy crisis. In China, we're dealing with ongoing lockdowns (Zero COVID) that keep people from spending as much as they would under normal circumstances. On a side note, despite lockdowns, Apple grew sales by 9% in Greater China in FY2022. That beats European sales by 200 basis points! I expect these sales to rebound when China ends its Zero COVID policy in early 2023 (according to my sources).Hence, now bad headlines are emerging. For example, Apple is now offering rare MacBook deals to accelerate its sales.BloombergAs reported by Bloomberg, the company is offering discounts of as much as 10%. Yet, it only impacts its M1-chip MacBooks.BloombergThis is a measure aimed to boost sales and get rid of excess inventory ahead of MacBook upgrades in the first few months of 2023.That's not everything. Weakness is also hitting the iPhone (as most already expected, given macroeconomic conditions). J.P. Morgan just came out, making the case that sales in the December quarter will decline year-on-year.As reported by Seeking Alpha:Analyst Samik Chatterjee lowered his iPhone 14 estimates by 5M and other iPhone estimates by 3M and now forecasts iPhone and total revenues to decline year-over-year during the period.\"In relation to impact to [fiscal year 2023] estimates overall, the reduction to estimates are more modest as we expect part of the shipment shortfall in the December quarter to be made up in the March quarter, which typically being a lower production quarter will give Apple ample opportunities to recover the shortfall, and on the demand side based on historical precedent we expect limited to modest impact to consumer demand from delays and extended delivery times,\" Chatterjee wrote.I have to say that this news sounds worse than it is. For example, the iPhone has been strong until the December quarter. In its fourth quarter, the company grew iPhone sales by 10%. While this includes pricing, it's on top of 39% revenue growth in the prior-year quarter. That's better news than most give Apple credit for.However, Apple was very reluctant when it comes to predicting what demand may look like - especially with regard to pricing issues and lower-cost competitors.Tim Cook mentioned supply chain issues that kept the company from selling as many iPhones as it would have liked. Moreover, iPhone 14 demand is hard to estimate as Apple has introduced a number of new models (Max, Pro, you name it).However, one of the reasons why I'm not worried about competition is the fact that quality differences are a huge issue when looking for better prices. I've spent the past four weeks figuring out what my new phone is going to be. I can go for a cheap option from a competitor. However, reviews are just terrible. When looking for a quality phone, there really isn't a cheap alternative to the iPhone anymore. Hence, people stay in the Apple ecosystem. Or, even better, people join the ecosystem. I've had more friends and colleagues switch to Apple in the past 12 months than people leaving Apple - including a lot of penny pinchers.Hence, I wasn't surprised that Tim Cook mentioned great results for the iPhone in all key regions:We were really pleased with the broadness of the iPhone strength last quarter. We had three of the top four smartphones in the U.S. and the UK, the top three in Urban China, the top six in Australia, four out of the top five in Germany and the top two in Japan. And customer satisfaction for the iPhone remains very, very strong at 98%.Moreover, in light of high inflation, Apple has maintained strong margins. Apple's operating margin has been consistently above 30.0% in the 2022 calendar year. Microsoft is strong as well. Companies like Netflix (NFLX), Meta (META), and Amazon have a much harder time dealing with inflation. Moreover, in most cases, demand weakness makes this even harder.Data by YChartsThe key here is Apple's supply chain resilience. Like all companies, Apple did feel headwinds from the severe supply shortages (i.e., semiconductors) that started after the 2020 lockdowns. However, Apple is superior when it comes to supply chains.Even way before the pandemic, Apple was known for its seamless supply chain operations. In 2019, I did my master's degree focused on supply chains. Tim Cook was a frequent topic of discussion.As reported by Supply Chain Digital, it is no surprise that Steve Jobs made Tim Cook his successor. He's a supply chain guy, responsible for a big part of Apple's success.[...] it was Cook who had ensured Apple’s phenomenal growth by never allowing the supply of its products to be outstripped by demand, even when demand was stratospheric.[...] Yet less than a year after Cook joined, Apple was reporting profits. As the visionary Jobs came up with one era-defining product after another, Cook made sure they were always available, and in huge numbers.An early Cook ploy was to buy US$100mn of holiday season air freight, months in advance. This cut out competitors, and left them scrambling to ship products during the holiday season.But he realised very early in his Apple career that the company’s supply chain was unwieldy, over-complex and unresponsive, and so he moved Apple to a just-in-time (JIT) manufacturing model - a process he had overseen in his time at IBM.It's good to know there's an expert in charge (obviously) as Apple is now reconfiguring its supply chain. Apple will reduce its reliance on Asian markets as geopolitical and economic risks have caused an acceleration in supply changes after the pandemic.Apple is now looking to source chips in the United States and Europe. As reported by Bloomberg:“We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook told the employees. “And in Europe, I’m sure that we will also source from Europe as those plans become more apparent,” he said at the meeting, which included Apple services chief Eddy Cue and Deirdre O’Brien, its head of retail and human resources.In Arizona, Apple will have access to supply from the Taiwan Semiconductor Manufacturing Company (TSM), starting in 2024. Moreover, Intel (INTC) is building plants in Arizona, with a similar timeline. Yet, Apple won't likely become a customer as it has produced its own chips - as everyone is aware of by now.More Reasons Why Apple Isn't Selling OffSo far, we have a few reasons. Despite imploding consumer sentiment, supply chain issues, and ongoing geopolitical issues (including Zero-COVID), Apple is standing strong. Its margins in FY2022 reached one of the highest levels ever, its iPhone continues to withstand fierce competition, and Apple further improved sales on top of tough comparisons in FY2021. All of this was provided by stellar supply chains.When looking at the bigger picture, we see that margins are expected to come down a bit. However, both EBITDA and free cash flow are expected to remain in an uptrend.TIKR.comIn the current fiscal year (2023), the company is expected to generate $105 billion in free cash flow. This implies a 4.4% free cash flow yield, using its $2,400 billion market cap.That's good news for investors as Apple is on a mission to get rid of its cash load.In the September quarter, the company returned $29 billion to shareholders. $3.7 billion was distributed through dividends (sustaining its 0.6% yield). The remaining $25.2 billion was (indirectly) distributed through open market purchases of 160 million AAPL shares. Total distributions were roughly 1.2% of its market cap. On an annualized basis, that's 4.8%, allowing the company to distribute all of its incoming free cash flow and portions of its existing cash holdings.The company ended the quarter with $169 billion in cash and marketable securities. The company repaid $2.8 billion in cash, decreased commercial paper by $1 billion, and issued $5.5 billion in new debt. Gross debt was $120 billion, indicating $49 billion in net cash (negative net debt).Apple is looking to become net cash neutral over time, meaning the company will accelerate distributions not just in line with FCF growth, but a bit faster to distribute $49 billion in current net cash.As a result, Apple is the only FAANG+ with substantial net share buybacks. None of the others bought back more than 10% of their shares outstanding.Data by YChartsThat is a huge deal as it artificially boosts earnings per share.So, what about the valuation?ValuationLet's start with the worst news. The implied free cash flow yield isn't very high. Using LTM FCF, it's roughly at 5%. While it's off the lows, it is far below anything the market witnessed prior to global central banks turning accommodative in 2015. As I showed you at the start of this article, inflation expectations came down hard around 2015. It caused investors to apply a different valuation to Apple. Suddenly, a 10% FCF yield was way too high. Now, a 5% FCF yield may be too low, if we assume that inflation is here to stay...Data by YChartsMoreover, Apple is trading at 18.0x NTM EBITDA. That's based on its $2.4 trillion market cap and FY2023E net cash of $61 billion.This valuation is well below its peak, yet not at extremely attractive levels. I believe that a valuation of 15-16x EBITDA is a good place to start buying more shares - or to initiate a position.Data by YChartsSo, let's summarize this article.TakeawayI went with a somewhat confrontational title. However, I think it's true. While Apple is down 16% year-to-date, the company has protected its investors against weakness that occurred in other tech stocks. Not only that, but by doing so, investors are still sitting on tremendous gains over the past few years as AAPL did not underperform during the last bull market.I also went with this title because I believe that Apple is the best FAANG+ stock going forward. I do not expect the market environment to suddenly turn accommodative of growth stocks. While supply chain issues are easing, above-average inflation is likely to persist. Central banks will continue to be forced to solve this, which could lead to multiple hiking cycles down the road.My strategy is to continue buying Apple on any major weakness. While the company may refrain from rallying as it did prior to 2022, we're dealing with - what I believe - is the best FAANG stock on the market. The company has exceptional supply chain management, products able to withstand tough competition, and allowing the company to use pricing to offset inflationary headwinds.On top of that, it has an AA+ balance sheet, allowing management to aggressively buy back shares, boosting EPS at a time when it matters most.In summary, AAPL is a tech stock that lets me sleep well at night, knowing I own the best mix between growth and value.So, if you're looking for tech exposure, I believe that AAPL is the way to go. Especially in light of ongoing and expected macroeconomic developments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985056821,"gmtCreate":1667274561064,"gmtModify":1676537889685,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985056821","repostId":"2279898385","repostType":4,"repost":{"id":"2279898385","pubTimestamp":1667274984,"share":"https://www.laohu8.com/m/news/2279898385?lang=&edition=full","pubTime":"2022-11-01 11:56","market":"us","language":"en","title":"3 Big Mistakes to Avoid This Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2279898385","media":"Motley Fool","summary":"Earnings season, paired with a bear market, can be a challenging time for investors.","content":"<html><head></head><body><p>Earnings season is underway as investors digest quarterly reports and analysts adjust their forecasts for the quarters to come.</p><p>Earnings season is an excellent opportunity for investors to tune in to management commentary, whether that&#39;s through a conference call, webcast, or an earnings call transcript (or all three). But it&#39;s also a time of heightened volatility and sharp gyrations in stock prices.</p><p>With so much noise, it&#39;s easy to make mistakes. Here are three big mistakes to avoid this earnings season.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6967c1f49fea0d51755d6c360353efe\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Evaluating earnings without context</h2><p>Any company can report a bad quarter or two. Taking an earnings report out of context is a big mistake that can lead to missing out on a buying opportunity or selling at a bad time. Sometimes a stock will go down after an earnings report because the company missed expectations even though the numbers themselves are good. Or the quarter was good, but the guidance is poor. And maybe the guidance is poor only relative to the performance so far this year or last year.</p><p>Taking an earnings report and weaving it into the broader context of the investment thesis ensures that a given 13-week time period isn&#39;t exaggerated. For example, <b>Microsoft</b> (MSFT 4.02%) stock has been under pressure since the company&#39;s Q3 2022 earnings report, even though the numbers themselves were impressive and the underlying investment thesis and long-term growth prospects remain intact.</p><p>It&#39;s essential to remember that Wall Street can operate on a shorter time horizon, and therefore, is prone to knee-jerk reactions. A hedge fund may lose clients for a bad performance year, or a C-Suite executive may be replaced if the company&#39;s stock price fails to meet expectations. As an individual investor, you have the luxury of operating on your own timeline and your own standards. And for that reason, you can take an earnings report and digest it within the context of a multi-year holding period.</p><h2>Panicking</h2><p>Panic buying and panic selling are dangerous temptations. On the upside, investors may have a fear of missing out (FOMO), which can lead to overpaying for stocks. On the downside, day after day of flashing red may lead to selling a position at the wrong time.</p><p>We can&#39;t control our emotions in the moment. But we can make a plan so that when the unexpected happens, we are ready for it. One way to reduce randomness is to dollar-cost average into stocks you like over time. Dollar-cost averaging involves gradually accumulating shares of companies by setting aside a certain amount of investable dollars every period -- such as every two weeks or every month.</p><p>When stock prices are higher, those dollars won&#39;t go as far. But when stocks are on sale, an investor will be able to accumulate more shares for the same amount of money. The advantage of dollar-cost averaging is that it avoids market timing, prevents panicking, and essentially automates the trading side of investing. An investor may not get the best deal all the time. But they&#39;ll likely avoid the big mistakes that come with panic buying and selling.</p><h2>Anchoring a stock&#39;s price to prior highs</h2><p>Some stocks are down over 90% from all-time highs in the last year or two alone. And many more have suffered losses that are well above the drawdowns in the <b>S&amp;P 500</b> or <b>Nasdaq Composite</b>. And while many of these stocks could recover from the lows, it would be a mistake to assume that they could return to their all-time highs -- ever. Just because a stock was a specific price at a certain point in time doesn&#39;t make that price fair or accurate. Mispriced assets are a common occurrence in the stock market. It cuts both ways, on the upside and the downside.</p><p>Unlike other asset classes, the stock market is unique because it is highly liquid, and prices are quoted in real-time, five days a week. As an individual investor, you don&#39;t have to agree with or even pay attention to the real-time price unless you want to.</p><p>When you buy a share of a company in the first place, it&#39;s best to do it for a specific reason that doesn&#39;t just depend on thinking the stock price will go up. Maybe it&#39;s for a steady stream of passive income from a growing dividend. Or for an exciting new product or service, to invest in a new market, sector, or geography.</p><p>The point is that it&#39;s not a good enough reason to buy a stock simply because you hope it can get back to an all-time high. Many of the all-time highs over the last couple of years were achieved under conditions that included a unique blend of low interest rates, speculation, and a booming economy. Ultimately, a company derives its worth from what it owns and the future cash flows it will produce. Doing your own research and developing your own reasons for buying a stock independent of prior price action can help you avoid a big mistake.</p><h2>Use this earnings season to your advantage</h2><p>Understanding the advantages and disadvantages of an earnings report and its effects on a stock&#39;s price stock can help you navigate volatility and stay level-headed.</p><p>Wall Street&#39;s reaction to a good or bad earnings report often has more to do with the short-term results and less to do with the multi-year investment thesis.</p><p>However, it&#39;s important to remember that the investment thesis can change due to deteriorating fundamentals. Tuning into earnings reports is a great way to make sure the company is on track to hit its goals.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Big Mistakes to Avoid This Earnings 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\">\n3 Big Mistakes to Avoid This Earnings Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-01 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/31/3-big-mistakes-to-avoid-this-earnings-season/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings season is underway as investors digest quarterly reports and analysts adjust their forecasts for the quarters to come.Earnings season is an excellent opportunity for investors to tune in to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/31/3-big-mistakes-to-avoid-this-earnings-season/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.fool.com/investing/2022/10/31/3-big-mistakes-to-avoid-this-earnings-season/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2279898385","content_text":"Earnings season is underway as investors digest quarterly reports and analysts adjust their forecasts for the quarters to come.Earnings season is an excellent opportunity for investors to tune in to management commentary, whether that's through a conference call, webcast, or an earnings call transcript (or all three). But it's also a time of heightened volatility and sharp gyrations in stock prices.With so much noise, it's easy to make mistakes. Here are three big mistakes to avoid this earnings season.Image source: Getty Images.Evaluating earnings without contextAny company can report a bad quarter or two. Taking an earnings report out of context is a big mistake that can lead to missing out on a buying opportunity or selling at a bad time. Sometimes a stock will go down after an earnings report because the company missed expectations even though the numbers themselves are good. Or the quarter was good, but the guidance is poor. And maybe the guidance is poor only relative to the performance so far this year or last year.Taking an earnings report and weaving it into the broader context of the investment thesis ensures that a given 13-week time period isn't exaggerated. For example, Microsoft (MSFT 4.02%) stock has been under pressure since the company's Q3 2022 earnings report, even though the numbers themselves were impressive and the underlying investment thesis and long-term growth prospects remain intact.It's essential to remember that Wall Street can operate on a shorter time horizon, and therefore, is prone to knee-jerk reactions. A hedge fund may lose clients for a bad performance year, or a C-Suite executive may be replaced if the company's stock price fails to meet expectations. As an individual investor, you have the luxury of operating on your own timeline and your own standards. And for that reason, you can take an earnings report and digest it within the context of a multi-year holding period.PanickingPanic buying and panic selling are dangerous temptations. On the upside, investors may have a fear of missing out (FOMO), which can lead to overpaying for stocks. On the downside, day after day of flashing red may lead to selling a position at the wrong time.We can't control our emotions in the moment. But we can make a plan so that when the unexpected happens, we are ready for it. One way to reduce randomness is to dollar-cost average into stocks you like over time. Dollar-cost averaging involves gradually accumulating shares of companies by setting aside a certain amount of investable dollars every period -- such as every two weeks or every month.When stock prices are higher, those dollars won't go as far. But when stocks are on sale, an investor will be able to accumulate more shares for the same amount of money. The advantage of dollar-cost averaging is that it avoids market timing, prevents panicking, and essentially automates the trading side of investing. An investor may not get the best deal all the time. But they'll likely avoid the big mistakes that come with panic buying and selling.Anchoring a stock's price to prior highsSome stocks are down over 90% from all-time highs in the last year or two alone. And many more have suffered losses that are well above the drawdowns in the S&P 500 or Nasdaq Composite. And while many of these stocks could recover from the lows, it would be a mistake to assume that they could return to their all-time highs -- ever. Just because a stock was a specific price at a certain point in time doesn't make that price fair or accurate. Mispriced assets are a common occurrence in the stock market. It cuts both ways, on the upside and the downside.Unlike other asset classes, the stock market is unique because it is highly liquid, and prices are quoted in real-time, five days a week. As an individual investor, you don't have to agree with or even pay attention to the real-time price unless you want to.When you buy a share of a company in the first place, it's best to do it for a specific reason that doesn't just depend on thinking the stock price will go up. Maybe it's for a steady stream of passive income from a growing dividend. Or for an exciting new product or service, to invest in a new market, sector, or geography.The point is that it's not a good enough reason to buy a stock simply because you hope it can get back to an all-time high. Many of the all-time highs over the last couple of years were achieved under conditions that included a unique blend of low interest rates, speculation, and a booming economy. Ultimately, a company derives its worth from what it owns and the future cash flows it will produce. Doing your own research and developing your own reasons for buying a stock independent of prior price action can help you avoid a big mistake.Use this earnings season to your advantageUnderstanding the advantages and disadvantages of an earnings report and its effects on a stock's price stock can help you navigate volatility and stay level-headed.Wall Street's reaction to a good or bad earnings report often has more to do with the short-term results and less to do with the multi-year investment thesis.However, it's important to remember that the investment thesis can change due to deteriorating fundamentals. Tuning into earnings reports is a great way to make sure the company is on track to hit its goals.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":270844609294456,"gmtCreate":1707161955750,"gmtModify":1707161958719,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> It all depends on the market. It just going to take time but I believe it might go to $20 1-2 months Time. Just my opinion.","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> It all depends on the market. It just going to take time but I believe it might go to $20 1-2 months Time. Just my opinion.","text":"$Palantir Technologies Inc.(PLTR)$ It all depends on the market. It just going to take time but I believe it might go to $20 1-2 months Time. Just my opinion.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/270844609294456","isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927054892,"gmtCreate":1672360357016,"gmtModify":1676538678030,"author":{"id":"4127542989705642","authorId":"4127542989705642","name":"Zash","avatar":"https://community-static.tradeup.com/news/511ffe833195a05166d3eac98cf7bffe","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927054892","repostId":"2295194661","repostType":4,"repost":{"id":"2295194661","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":1672355473,"share":"https://www.laohu8.com/m/news/2295194661?lang=&edition=full","pubTime":"2022-12-30 07:11","market":"us","language":"en","title":"US STOCKS-Wall St Ends Firmer, Growth Stocks Lead in Thin Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=2295194661","media":"Reuters","summary":"U.S. weekly jobless claims show modest riseTesla extends gains after Musk's commentIndexes up: Dow 1","content":"<html><head></head><body><ul><li>U.S. weekly jobless claims show modest rise</li><li>Tesla extends gains after Musk&#39;s comment</li><li>Indexes up: Dow 1.05%, S&amp;P 500 1.75%, Nasdaq 2.59%</li></ul><p><img src=\"https://static.tigerbbs.com/459a65bcaf7f2c7137959a9afd944372\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Dec 29 (Reuters) - Wall Street&#39;s main indexes closed higher on Thursday, led by growth stocks in light trading, as U.S. unemployment data signaled the Federal Reserve&#39;s interest rate hikes might be starting to dent labor market strength in its bid to fight inflation.</p><p>All 11 S&amp;P 500 sector indexes rose, with communication service    and technology    as the biggest winner with gains of nearly 3%.</p><p>&#34;It&#39;s just relief,&#34; said Keith Buchanan, portfolio manager at GLOBALT Investments in Atlanta. &#34;Selling pressure has been overwhelming the market recently and we could be having a break. That allowed room for stocks to move, and with lower volume (that) can materialize into a pretty good day.&#34;</p><p>Apple Inc , Alphabet Inc , Microsoft Corp and Amazon.com Inc, whose shares have been battered in the past few sessions, each gained more than 2.5%.</p><p>The U.S. Labor Department reported an increase in the number of Americans filing new claims for unemployment benefits last week. But the data indicates a tight U.S. job market even as the Fed works to cool demand for labor in its bid to lower inflation.</p><p>The yield on 10-year Treasury notes    fell 2.2 basis points to 3.864% on the news.</p><p>The Fed&#39;s aggressive interest rate hikes have hammered equities this year, with the benchmark S&amp;P 500    shedding 19.3% and the tech-heavy Nasdaq tumbling nearly 33%.</p><p>The technology, consumer discretionary and communication services sectors - which house several rate-sensitive high growth shares - are down between 29% and 40% this year, making them the worst performers among S&amp;P 500 sector indexes.</p><p>Energy shares have bucked the trend with stellar annual gains of 57%.</p><p>Wall Street&#39;s main indexes dropped more than 1% on Wednesday, with the Nasdaq Composite Index    hitting a 2022 closing low as rising COVID cases in China and geopolitical tensions added to fears of a likely recession in 2023.</p><p>However, investor preference for high-dividend yielding stocks with steady earnings has limited losses in the Dow Jones Industrial Average   , which is down just 8.5% for the year.</p><p>The Dow rose 345.09 points, or 1.05%, to 33,220.8; the S&amp;P 500 gained 66.06 points, or 1.75%, at 3,849.28; and the Nasdaq Composite added 264.80 points, or 2.59%, at 10,478.09.</p><p>Tesla Inc    shares rose after Chief Executive Elon Musk told staff they should not be &#34;bothered by stock market craziness.&#34;</p><p>For 2022, Tesla&#39;s 66% slump and Amazon.com&#39;s 50% drop played a big part in the S&amp;P 500 consumer discretionary sector&#39;s 38% loss. Some $1.6 trillion worth of shareholder value evaporated after investors abandoned high-growth stocks with pricey earnings multiples.</p><p>Volume on U.S. exchanges was 8.78 billion shares, compared with the 10.95 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered decliners on the NYSE by a 4.80-to-1 ratio; on Nasdaq, a 4.30-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted <a href=\"https://laohu8.com/S/AONE.U\">one</a> new 52-week high and no new lows; the Nasdaq Composite recorded 75 new highs and 160 new lows.</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-Wall St Ends Firmer, Growth Stocks Lead in Thin 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\">\nUS STOCKS-Wall St Ends Firmer, Growth Stocks Lead in Thin Trading\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\">2022-12-30 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>U.S. weekly jobless claims show modest rise</li><li>Tesla extends gains after Musk&#39;s comment</li><li>Indexes up: Dow 1.05%, S&amp;P 500 1.75%, Nasdaq 2.59%</li></ul><p><img src=\"https://static.tigerbbs.com/459a65bcaf7f2c7137959a9afd944372\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Dec 29 (Reuters) - Wall Street&#39;s main indexes closed higher on Thursday, led by growth stocks in light trading, as U.S. unemployment data signaled the Federal Reserve&#39;s interest rate hikes might be starting to dent labor market strength in its bid to fight inflation.</p><p>All 11 S&amp;P 500 sector indexes rose, with communication service    and technology    as the biggest winner with gains of nearly 3%.</p><p>&#34;It&#39;s just relief,&#34; said Keith Buchanan, portfolio manager at GLOBALT Investments in Atlanta. &#34;Selling pressure has been overwhelming the market recently and we could be having a break. That allowed room for stocks to move, and with lower volume (that) can materialize into a pretty good day.&#34;</p><p>Apple Inc , Alphabet Inc , Microsoft Corp and Amazon.com Inc, whose shares have been battered in the past few sessions, each gained more than 2.5%.</p><p>The U.S. Labor Department reported an increase in the number of Americans filing new claims for unemployment benefits last week. But the data indicates a tight U.S. job market even as the Fed works to cool demand for labor in its bid to lower inflation.</p><p>The yield on 10-year Treasury notes    fell 2.2 basis points to 3.864% on the news.</p><p>The Fed&#39;s aggressive interest rate hikes have hammered equities this year, with the benchmark S&amp;P 500    shedding 19.3% and the tech-heavy Nasdaq tumbling nearly 33%.</p><p>The technology, consumer discretionary and communication services sectors - which house several rate-sensitive high growth shares - are down between 29% and 40% this year, making them the worst performers among S&amp;P 500 sector indexes.</p><p>Energy shares have bucked the trend with stellar annual gains of 57%.</p><p>Wall Street&#39;s main indexes dropped more than 1% on Wednesday, with the Nasdaq Composite Index    hitting a 2022 closing low as rising COVID cases in China and geopolitical tensions added to fears of a likely recession in 2023.</p><p>However, investor preference for high-dividend yielding stocks with steady earnings has limited losses in the Dow Jones Industrial Average   , which is down just 8.5% for the year.</p><p>The Dow rose 345.09 points, or 1.05%, to 33,220.8; the S&amp;P 500 gained 66.06 points, or 1.75%, at 3,849.28; and the Nasdaq Composite added 264.80 points, or 2.59%, at 10,478.09.</p><p>Tesla Inc    shares rose after Chief Executive Elon Musk told staff they should not be &#34;bothered by stock market craziness.&#34;</p><p>For 2022, Tesla&#39;s 66% slump and Amazon.com&#39;s 50% drop played a big part in the S&amp;P 500 consumer discretionary sector&#39;s 38% loss. Some $1.6 trillion worth of shareholder value evaporated after investors abandoned high-growth stocks with pricey earnings multiples.</p><p>Volume on U.S. exchanges was 8.78 billion shares, compared with the 10.95 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered decliners on the NYSE by a 4.80-to-1 ratio; on Nasdaq, a 4.30-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted <a href=\"https://laohu8.com/S/AONE.U\">one</a> new 52-week high and no new lows; the Nasdaq Composite recorded 75 new highs and 160 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295194661","content_text":"U.S. weekly jobless claims show modest riseTesla extends gains after Musk's commentIndexes up: Dow 1.05%, S&P 500 1.75%, Nasdaq 2.59%Dec 29 (Reuters) - Wall Street's main indexes closed higher on Thursday, led by growth stocks in light trading, as U.S. unemployment data signaled the Federal Reserve's interest rate hikes might be starting to dent labor market strength in its bid to fight inflation.All 11 S&P 500 sector indexes rose, with communication service    and technology    as the biggest winner with gains of nearly 3%.\"It's just relief,\" said Keith Buchanan, portfolio manager at GLOBALT Investments in Atlanta. \"Selling pressure has been overwhelming the market recently and we could be having a break. That allowed room for stocks to move, and with lower volume (that) can materialize into a pretty good day.\"Apple Inc , Alphabet Inc , Microsoft Corp and Amazon.com Inc, whose shares have been battered in the past few sessions, each gained more than 2.5%.The U.S. Labor Department reported an increase in the number of Americans filing new claims for unemployment benefits last week. But the data indicates a tight U.S. job market even as the Fed works to cool demand for labor in its bid to lower inflation.The yield on 10-year Treasury notes    fell 2.2 basis points to 3.864% on the news.The Fed's aggressive interest rate hikes have hammered equities this year, with the benchmark S&P 500    shedding 19.3% and the tech-heavy Nasdaq tumbling nearly 33%.The technology, consumer discretionary and communication services sectors - which house several rate-sensitive high growth shares - are down between 29% and 40% this year, making them the worst performers among S&P 500 sector indexes.Energy shares have bucked the trend with stellar annual gains of 57%.Wall Street's main indexes dropped more than 1% on Wednesday, with the Nasdaq Composite Index    hitting a 2022 closing low as rising COVID cases in China and geopolitical tensions added to fears of a likely recession in 2023.However, investor preference for high-dividend yielding stocks with steady earnings has limited losses in the Dow Jones Industrial Average   , which is down just 8.5% for the year.The Dow rose 345.09 points, or 1.05%, to 33,220.8; the S&P 500 gained 66.06 points, or 1.75%, at 3,849.28; and the Nasdaq Composite added 264.80 points, or 2.59%, at 10,478.09.Tesla Inc    shares rose after Chief Executive Elon Musk told staff they should not be \"bothered by stock market craziness.\"For 2022, Tesla's 66% slump and Amazon.com's 50% drop played a big part in the S&P 500 consumer discretionary sector's 38% loss. Some $1.6 trillion worth of shareholder value evaporated after investors abandoned high-growth stocks with pricey earnings multiples.Volume on U.S. exchanges was 8.78 billion shares, compared with the 10.95 billion average for the full session over the last 20 trading days.Advancing issues outnumbered decliners on the NYSE by a 4.80-to-1 ratio; on Nasdaq, a 4.30-to-1 ratio favored advancers.The S&P 500 posted one new 52-week high and no new lows; the Nasdaq Composite recorded 75 new highs and 160 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}