If You Think Tech Has Bottomed, Consider These Stocks

TheStreet2022-09-13

Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future ...

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

blessed_1
2022-09-13
blessed_1
Thanks
N00b
2022-09-13
N00b
Now the SEC has begun investigations on short sellers allegedly shorting these big tech companies and colluding with analysts who write negative reviews...
- N00b:
  agree. no amount of disclaimer will ever make them appear neutral
- Targarean:
  These article writers cannot be trusted.
ynwaben
2022-09-13
ynwaben
Jsjdj
Tbun
2022-09-13
Tbun
Ok
Tbun
2022-09-13
Tbun
Ok
Furufurux2
2022-09-13
Furufurux2
Chinese internet companies are now better investments. $CSI China Internet ETF(KWEB)$$Alibaba(BABA)$$Pinduoduo Inc.(PDD)$

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The likely answer is no, as the Fed has made clear it will continue to raise rates. But it’s not 100% certain, and the Nasdaq Composite has soared 6% just since Sept. 6.For those of you who do want to start dabbling in tech stocks, here are three mega-caps you might consider. Morningstar assigns all of them a wide moat. A company with a moat can fend off competition and earn high returns on capital for many years to come, the research firm says.All three behemoths also are undervalued by at least 24% compared to the fair value estimates of Morningstar analysts. Here they are in alphabetical order:AlphabetMorningstar analyst Ali Mogharabi puts fair value for the stock at $169. It recently traded at $111.“Alphabet dominates the online search market with 80%-plus global share for Google, via which it generates strong revenue growth and cash flow,” he wrote in a commentary. That revenue comes from advertising.“We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in search,” Mogharabi saidHe’s optimistic about YouTube too. “We foresee it contributing more to the firm’s top and bottom lines,” Mogharabi said.AmazonMorningstar analyst Dan Romanoff puts fair value for the stock at $192. It recently traded at $136.“Amazon dominates its served markets, notably e-commerce and cloud services,” he wrote in a commentary.“It benefits from numerous competitive advantages and has emerged as the clear e-commerce leader thanks to its size and scale, which yield an unmatched selection of low-priced goods for consumers.”He’s impressed with Amazon’s Prime offering. It “ties Amazon’s e-commerce efforts together and provides a steady stream of high-margin recurring revenue from customers who purchase more frequently from Amazon’s properties,” Romanoff said.MicrosoftRomanoff puts fair value for the stock at $352. It recently traded at $266.“Since taking over as CEO in 2014, Satya Nadella has reinvented Microsoft into a cloud leader such that it has become one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale,” he wrote in a commentary.Paas stands for platform as a service, which entails a full cloud deployment. IaaS stands for infrastructure as a service, which entails cloud service on a pay-as you-go basis.“Additionally, Microsoft embraced the open-source movement and has largely transitioned from a traditional perpetual license model to a subscription model,” Mogharabi said.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9935824557,"gmtCreate":1663071610279,"gmtModify":1676537196057,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":4,"crmLevelSwitch":1,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935824557","repostId":2267688327,"repostType":4,"repost":{"id":"2267688327","pubTimestamp":1663049528,"share":"https://ttm.financial/m/news/2267688327?lang=&edition=fundamental","pubTime":"2022-09-13 14:12","market":"us","language":"en","title":"If You Think Tech Has Bottomed, Consider These Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2267688327","media":"TheStreet","summary":"Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasd","content":"<html><head></head><body><p>Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.</p><p>Rising rates hurt tech stocks by making their future earnings less attractive compared to the climbing interest rates on Treasury bonds.</p><p>But have we hit bottom on tech stocks? The likely answer is no, as the Fed has made clear it will continue to raise rates. But it’s not 100% certain, and the Nasdaq Composite has soared 6% just since Sept. 6.</p><p>For those of you who do want to start dabbling in tech stocks, here are three mega-caps you might consider. Morningstar assigns all of them a wide moat. A company with a moat can fend off competition and earn high returns on capital for many years to come, the research firm says.</p><p>All three behemoths also are undervalued by at least 24% compared to the fair value estimates of Morningstar analysts. Here they are in alphabetical order:</p><h2><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h2><p>Morningstar analyst Ali Mogharabi puts fair value for the stock at $169. It recently traded at $111.</p><p>“Alphabet dominates the online search market with 80%-plus global share for Google, via which it generates strong revenue growth and cash flow,” he wrote in a commentary. That revenue comes from advertising.</p><p>“We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in search,” Mogharabi said</p><p>He’s optimistic about YouTube too. “We foresee it contributing more to the firm’s top and bottom lines,” Mogharabi said.</p><h2><a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>Morningstar analyst Dan Romanoff puts fair value for the stock at $192. It recently traded at $136.</p><p>“Amazon dominates its served markets, notably e-commerce and cloud services,” he wrote in a commentary.</p><p>“It benefits from numerous competitive advantages and has emerged as the clear e-commerce leader thanks to its size and scale, which yield an unmatched selection of low-priced goods for consumers.”</p><p>He’s impressed with Amazon’s Prime offering. It “ties Amazon’s e-commerce efforts together and provides a steady stream of high-margin recurring revenue from customers who purchase more frequently from Amazon’s properties,” Romanoff said.</p><h2><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Romanoff puts fair value for the stock at $352. It recently traded at $266.</p><p>“Since taking over as CEO in 2014, Satya Nadella has reinvented Microsoft into a cloud leader such that it has become one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale,” he wrote in a commentary.</p><p>Paas stands for platform as a service, which entails a full cloud deployment. IaaS stands for infrastructure as a service, which entails cloud service on a pay-as you-go basis.</p><p>“Additionally, Microsoft embraced the open-source movement and has largely transitioned from a traditional perpetual license model to a subscription model,” Mogharabi said.</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If You Think Tech Has Bottomed, Consider These 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; 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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\">\nIf You Think Tech Has Bottomed, Consider These Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 14:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future ...</p>\n\n<a href=\"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","GOOGL":"谷歌A","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4525":"远程办公概念","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4524":"宅经济概念","MSFT":"微软","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算","BK4528":"SaaS概念","BK4077":"互动媒体与服务","BK4577":"网络游戏","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","AMZN":"亚马逊","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","GOOG":"谷歌","BK4516":"特朗普概念"},"source_url":"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267688327","content_text":"Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future earnings less attractive compared to the climbing interest rates on Treasury bonds.But have we hit bottom on tech stocks? The likely answer is no, as the Fed has made clear it will continue to raise rates. But it’s not 100% certain, and the Nasdaq Composite has soared 6% just since Sept. 6.For those of you who do want to start dabbling in tech stocks, here are three mega-caps you might consider. Morningstar assigns all of them a wide moat. A company with a moat can fend off competition and earn high returns on capital for many years to come, the research firm says.All three behemoths also are undervalued by at least 24% compared to the fair value estimates of Morningstar analysts. Here they are in alphabetical order:AlphabetMorningstar analyst Ali Mogharabi puts fair value for the stock at $169. It recently traded at $111.“Alphabet dominates the online search market with 80%-plus global share for Google, via which it generates strong revenue growth and cash flow,” he wrote in a commentary. That revenue comes from advertising.“We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in search,” Mogharabi saidHe’s optimistic about YouTube too. “We foresee it contributing more to the firm’s top and bottom lines,” Mogharabi said.AmazonMorningstar analyst Dan Romanoff puts fair value for the stock at $192. It recently traded at $136.“Amazon dominates its served markets, notably e-commerce and cloud services,” he wrote in a commentary.“It benefits from numerous competitive advantages and has emerged as the clear e-commerce leader thanks to its size and scale, which yield an unmatched selection of low-priced goods for consumers.”He’s impressed with Amazon’s Prime offering. It “ties Amazon’s e-commerce efforts together and provides a steady stream of high-margin recurring revenue from customers who purchase more frequently from Amazon’s properties,” Romanoff said.MicrosoftRomanoff puts fair value for the stock at $352. It recently traded at $266.“Since taking over as CEO in 2014, Satya Nadella has reinvented Microsoft into a cloud leader such that it has become one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale,” he wrote in a commentary.Paas stands for platform as a service, which entails a full cloud deployment. IaaS stands for infrastructure as a service, which entails cloud service on a pay-as you-go basis.“Additionally, Microsoft embraced the open-source movement and has largely transitioned from a traditional perpetual license model to a subscription model,” Mogharabi said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9935178254,"gmtCreate":1663056553778,"gmtModify":1676537193020,"author":{"id":"4102702385674620","authorId":"4102702385674620","name":"N00b","avatar":"https://community-static.tradeup.com/news/2fff337dda34fd1714aa113e5b234fc9","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"4102702385674620","authorIdStr":"4102702385674620"},"htmlText":"Now the SEC has begun investigations on short sellers allegedly shorting these big tech companies and colluding with analysts who write negative reviews...","listText":"Now the SEC has begun investigations on short sellers allegedly shorting these big tech companies and colluding with analysts who write negative reviews...","text":"Now the SEC has begun investigations on short sellers allegedly shorting these big tech companies and colluding with analysts who write negative reviews...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9935178254","repostId":2267688327,"repostType":2,"repost":{"id":"2267688327","pubTimestamp":1663049528,"share":"https://ttm.financial/m/news/2267688327?lang=&edition=fundamental","pubTime":"2022-09-13 14:12","market":"us","language":"en","title":"If You Think Tech Has Bottomed, Consider These Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2267688327","media":"TheStreet","summary":"Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasd","content":"<html><head></head><body><p>Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.</p><p>Rising rates hurt tech stocks by making their future earnings less attractive compared to the climbing interest rates on Treasury bonds.</p><p>But have we hit bottom on tech stocks? The likely answer is no, as the Fed has made clear it will continue to raise rates. But it’s not 100% certain, and the Nasdaq Composite has soared 6% just since Sept. 6.</p><p>For those of you who do want to start dabbling in tech stocks, here are three mega-caps you might consider. Morningstar assigns all of them a wide moat. A company with a moat can fend off competition and earn high returns on capital for many years to come, the research firm says.</p><p>All three behemoths also are undervalued by at least 24% compared to the fair value estimates of Morningstar analysts. Here they are in alphabetical order:</p><h2><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h2><p>Morningstar analyst Ali Mogharabi puts fair value for the stock at $169. It recently traded at $111.</p><p>“Alphabet dominates the online search market with 80%-plus global share for Google, via which it generates strong revenue growth and cash flow,” he wrote in a commentary. That revenue comes from advertising.</p><p>“We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in search,” Mogharabi said</p><p>He’s optimistic about YouTube too. “We foresee it contributing more to the firm’s top and bottom lines,” Mogharabi said.</p><h2><a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>Morningstar analyst Dan Romanoff puts fair value for the stock at $192. It recently traded at $136.</p><p>“Amazon dominates its served markets, notably e-commerce and cloud services,” he wrote in a commentary.</p><p>“It benefits from numerous competitive advantages and has emerged as the clear e-commerce leader thanks to its size and scale, which yield an unmatched selection of low-priced goods for consumers.”</p><p>He’s impressed with Amazon’s Prime offering. It “ties Amazon’s e-commerce efforts together and provides a steady stream of high-margin recurring revenue from customers who purchase more frequently from Amazon’s properties,” Romanoff said.</p><h2><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Romanoff puts fair value for the stock at $352. It recently traded at $266.</p><p>“Since taking over as CEO in 2014, Satya Nadella has reinvented Microsoft into a cloud leader such that it has become one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale,” he wrote in a commentary.</p><p>Paas stands for platform as a service, which entails a full cloud deployment. IaaS stands for infrastructure as a service, which entails cloud service on a pay-as you-go basis.</p><p>“Additionally, Microsoft embraced the open-source movement and has largely transitioned from a traditional perpetual license model to a subscription model,” Mogharabi said.</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If You Think Tech Has Bottomed, Consider These 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\">\nIf You Think Tech Has Bottomed, Consider These Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 14:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future ...</p>\n\n<a href=\"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","GOOGL":"谷歌A","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4525":"远程办公概念","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4524":"宅经济概念","MSFT":"微软","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算","BK4528":"SaaS概念","BK4077":"互动媒体与服务","BK4577":"网络游戏","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","AMZN":"亚马逊","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","GOOG":"谷歌","BK4516":"特朗普概念"},"source_url":"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267688327","content_text":"Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future earnings less attractive compared to the climbing interest rates on Treasury bonds.But have we hit bottom on tech stocks? The likely answer is no, as the Fed has made clear it will continue to raise rates. But it’s not 100% certain, and the Nasdaq Composite has soared 6% just since Sept. 6.For those of you who do want to start dabbling in tech stocks, here are three mega-caps you might consider. Morningstar assigns all of them a wide moat. A company with a moat can fend off competition and earn high returns on capital for many years to come, the research firm says.All three behemoths also are undervalued by at least 24% compared to the fair value estimates of Morningstar analysts. Here they are in alphabetical order:AlphabetMorningstar analyst Ali Mogharabi puts fair value for the stock at $169. It recently traded at $111.“Alphabet dominates the online search market with 80%-plus global share for Google, via which it generates strong revenue growth and cash flow,” he wrote in a commentary. That revenue comes from advertising.“We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in search,” Mogharabi saidHe’s optimistic about YouTube too. “We foresee it contributing more to the firm’s top and bottom lines,” Mogharabi said.AmazonMorningstar analyst Dan Romanoff puts fair value for the stock at $192. It recently traded at $136.“Amazon dominates its served markets, notably e-commerce and cloud services,” he wrote in a commentary.“It benefits from numerous competitive advantages and has emerged as the clear e-commerce leader thanks to its size and scale, which yield an unmatched selection of low-priced goods for consumers.”He’s impressed with Amazon’s Prime offering. It “ties Amazon’s e-commerce efforts together and provides a steady stream of high-margin recurring revenue from customers who purchase more frequently from Amazon’s properties,” Romanoff said.MicrosoftRomanoff puts fair value for the stock at $352. It recently traded at $266.“Since taking over as CEO in 2014, Satya Nadella has reinvented Microsoft into a cloud leader such that it has become one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale,” he wrote in a commentary.Paas stands for platform as a service, which entails a full cloud deployment. IaaS stands for infrastructure as a service, which entails cloud service on a pay-as you-go basis.“Additionally, Microsoft embraced the open-source movement and has largely transitioned from a traditional perpetual license model to a subscription model,” Mogharabi said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":103937625,"gmtCreate":1663230267568,"gmtModify":1663258948437,"authorId":4102702385674620,"author":{"id":4102702385674620,"idStr":"4102702385674620","authorId":4102702385674620,"name":"N00b","avatar":"https://community-static.tradeup.com/news/2fff337dda34fd1714aa113e5b234fc9","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9935178254,"type":1,"supId":0,"prevId":0,"content":"agree. no amount of disclaimer will ever make them appear <u>neutral</u>","text":"agree. no amount of disclaimer will ever make them appear <u>neutral</u>","html":"agree. no amount of disclaimer will ever make them appear <u>neutral</u>"},{"id":103925136,"gmtCreate":1663172715962,"gmtModify":1663258889758,"authorId":3573540190522229,"author":{"id":3573540190522229,"idStr":"3573540190522229","authorId":3573540190522229,"name":"Targarean","avatar":"https://community-static.tradeup.com/news/59de1c73df3e7e460bd84cc786850fa6","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.11","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9935178254,"type":1,"supId":0,"prevId":0,"content":"<span class=\"s1\">These article writers cannot be trusted.</span>","text":"<span class=\"s1\">These article writers cannot be trusted.</span>","html":"<span class=\"s1\">These article writers cannot be trusted.</span>"}],"langContent":"EN"},{"id":9935179368,"gmtCreate":1663055924254,"gmtModify":1676537192874,"author":{"id":"3581725251810238","authorId":"3581725251810238","name":"ynwaben","avatar":"https://static.tigerbbs.com/617ad5bc55468a1b0d22683027adc1e0","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3581725251810238","authorIdStr":"3581725251810238"},"htmlText":"Jsjdj","listText":"Jsjdj","text":"Jsjdj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935179368","repostId":2267688327,"repostType":4,"repost":{"id":"2267688327","pubTimestamp":1663049528,"share":"https://ttm.financial/m/news/2267688327?lang=&edition=fundamental","pubTime":"2022-09-13 14:12","market":"us","language":"en","title":"If You Think Tech Has Bottomed, Consider These Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2267688327","media":"TheStreet","summary":"Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasd","content":"<html><head></head><body><p>Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.</p><p>Rising rates hurt tech stocks by making their future earnings less attractive compared to the climbing interest rates on Treasury bonds.</p><p>But have we hit bottom on tech stocks? The likely answer is no, as the Fed has made clear it will continue to raise rates. But it’s not 100% certain, and the Nasdaq Composite has soared 6% just since Sept. 6.</p><p>For those of you who do want to start dabbling in tech stocks, here are three mega-caps you might consider. Morningstar assigns all of them a wide moat. A company with a moat can fend off competition and earn high returns on capital for many years to come, the research firm says.</p><p>All three behemoths also are undervalued by at least 24% compared to the fair value estimates of Morningstar analysts. Here they are in alphabetical order:</p><h2><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h2><p>Morningstar analyst Ali Mogharabi puts fair value for the stock at $169. It recently traded at $111.</p><p>“Alphabet dominates the online search market with 80%-plus global share for Google, via which it generates strong revenue growth and cash flow,” he wrote in a commentary. That revenue comes from advertising.</p><p>“We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in search,” Mogharabi said</p><p>He’s optimistic about YouTube too. “We foresee it contributing more to the firm’s top and bottom lines,” Mogharabi said.</p><h2><a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>Morningstar analyst Dan Romanoff puts fair value for the stock at $192. It recently traded at $136.</p><p>“Amazon dominates its served markets, notably e-commerce and cloud services,” he wrote in a commentary.</p><p>“It benefits from numerous competitive advantages and has emerged as the clear e-commerce leader thanks to its size and scale, which yield an unmatched selection of low-priced goods for consumers.”</p><p>He’s impressed with Amazon’s Prime offering. It “ties Amazon’s e-commerce efforts together and provides a steady stream of high-margin recurring revenue from customers who purchase more frequently from Amazon’s properties,” Romanoff said.</p><h2><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Romanoff puts fair value for the stock at $352. It recently traded at $266.</p><p>“Since taking over as CEO in 2014, Satya Nadella has reinvented Microsoft into a cloud leader such that it has become one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale,” he wrote in a commentary.</p><p>Paas stands for platform as a service, which entails a full cloud deployment. IaaS stands for infrastructure as a service, which entails cloud service on a pay-as you-go basis.</p><p>“Additionally, Microsoft embraced the open-source movement and has largely transitioned from a traditional perpetual license model to a subscription model,” Mogharabi said.</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If You Think Tech Has Bottomed, Consider These 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; 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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\">\nIf You Think Tech Has Bottomed, Consider These Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 14:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future ...</p>\n\n<a href=\"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","GOOGL":"谷歌A","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4525":"远程办公概念","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4524":"宅经济概念","MSFT":"微软","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算","BK4528":"SaaS概念","BK4077":"互动媒体与服务","BK4577":"网络游戏","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","AMZN":"亚马逊","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","GOOG":"谷歌","BK4516":"特朗普概念"},"source_url":"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267688327","content_text":"Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future earnings less attractive compared to the climbing interest rates on Treasury bonds.But have we hit bottom on tech stocks? The likely answer is no, as the Fed has made clear it will continue to raise rates. But it’s not 100% certain, and the Nasdaq Composite has soared 6% just since Sept. 6.For those of you who do want to start dabbling in tech stocks, here are three mega-caps you might consider. Morningstar assigns all of them a wide moat. A company with a moat can fend off competition and earn high returns on capital for many years to come, the research firm says.All three behemoths also are undervalued by at least 24% compared to the fair value estimates of Morningstar analysts. Here they are in alphabetical order:AlphabetMorningstar analyst Ali Mogharabi puts fair value for the stock at $169. It recently traded at $111.“Alphabet dominates the online search market with 80%-plus global share for Google, via which it generates strong revenue growth and cash flow,” he wrote in a commentary. That revenue comes from advertising.“We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in search,” Mogharabi saidHe’s optimistic about YouTube too. “We foresee it contributing more to the firm’s top and bottom lines,” Mogharabi said.AmazonMorningstar analyst Dan Romanoff puts fair value for the stock at $192. It recently traded at $136.“Amazon dominates its served markets, notably e-commerce and cloud services,” he wrote in a commentary.“It benefits from numerous competitive advantages and has emerged as the clear e-commerce leader thanks to its size and scale, which yield an unmatched selection of low-priced goods for consumers.”He’s impressed with Amazon’s Prime offering. It “ties Amazon’s e-commerce efforts together and provides a steady stream of high-margin recurring revenue from customers who purchase more frequently from Amazon’s properties,” Romanoff said.MicrosoftRomanoff puts fair value for the stock at $352. It recently traded at $266.“Since taking over as CEO in 2014, Satya Nadella has reinvented Microsoft into a cloud leader such that it has become one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale,” he wrote in a commentary.Paas stands for platform as a service, which entails a full cloud deployment. IaaS stands for infrastructure as a service, which entails cloud service on a pay-as you-go basis.“Additionally, Microsoft embraced the open-source movement and has largely transitioned from a traditional perpetual license model to a subscription model,” Mogharabi said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9935141488,"gmtCreate":1663054660544,"gmtModify":1676537192574,"author":{"id":"3570852434754937","authorId":"3570852434754937","name":"Tbun","avatar":"https://community-static.tradeup.com/news/63e67729da4933c107a878402f4fce2c","vip":1,"crmLevel":6,"crmLevelSwitch":1,"idStr":"3570852434754937","authorIdStr":"3570852434754937"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935141488","repostId":2267688327,"repostType":4,"repost":{"id":"2267688327","pubTimestamp":1663049528,"share":"https://ttm.financial/m/news/2267688327?lang=&edition=fundamental","pubTime":"2022-09-13 14:12","market":"us","language":"en","title":"If You Think Tech Has Bottomed, Consider These Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2267688327","media":"TheStreet","summary":"Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasd","content":"<html><head></head><body><p>Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.</p><p>Rising rates hurt tech stocks by making their future earnings less attractive compared to the climbing interest rates on Treasury bonds.</p><p>But have we hit bottom on tech stocks? The likely answer is no, as the Fed has made clear it will continue to raise rates. But it’s not 100% certain, and the Nasdaq Composite has soared 6% just since Sept. 6.</p><p>For those of you who do want to start dabbling in tech stocks, here are three mega-caps you might consider. Morningstar assigns all of them a wide moat. A company with a moat can fend off competition and earn high returns on capital for many years to come, the research firm says.</p><p>All three behemoths also are undervalued by at least 24% compared to the fair value estimates of Morningstar analysts. Here they are in alphabetical order:</p><h2><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h2><p>Morningstar analyst Ali Mogharabi puts fair value for the stock at $169. It recently traded at $111.</p><p>“Alphabet dominates the online search market with 80%-plus global share for Google, via which it generates strong revenue growth and cash flow,” he wrote in a commentary. That revenue comes from advertising.</p><p>“We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in search,” Mogharabi said</p><p>He’s optimistic about YouTube too. “We foresee it contributing more to the firm’s top and bottom lines,” Mogharabi said.</p><h2><a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>Morningstar analyst Dan Romanoff puts fair value for the stock at $192. It recently traded at $136.</p><p>“Amazon dominates its served markets, notably e-commerce and cloud services,” he wrote in a commentary.</p><p>“It benefits from numerous competitive advantages and has emerged as the clear e-commerce leader thanks to its size and scale, which yield an unmatched selection of low-priced goods for consumers.”</p><p>He’s impressed with Amazon’s Prime offering. It “ties Amazon’s e-commerce efforts together and provides a steady stream of high-margin recurring revenue from customers who purchase more frequently from Amazon’s properties,” Romanoff said.</p><h2><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Romanoff puts fair value for the stock at $352. It recently traded at $266.</p><p>“Since taking over as CEO in 2014, Satya Nadella has reinvented Microsoft into a cloud leader such that it has become one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale,” he wrote in a commentary.</p><p>Paas stands for platform as a service, which entails a full cloud deployment. IaaS stands for infrastructure as a service, which entails cloud service on a pay-as you-go basis.</p><p>“Additionally, Microsoft embraced the open-source movement and has largely transitioned from a traditional perpetual license model to a subscription model,” Mogharabi said.</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If You Think Tech Has Bottomed, Consider These 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; 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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\">\nIf You Think Tech Has Bottomed, Consider These Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 14:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future ...</p>\n\n<a href=\"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","GOOGL":"谷歌A","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4525":"远程办公概念","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4524":"宅经济概念","MSFT":"微软","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算","BK4528":"SaaS概念","BK4077":"互动媒体与服务","BK4577":"网络游戏","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","AMZN":"亚马逊","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","GOOG":"谷歌","BK4516":"特朗普概念"},"source_url":"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267688327","content_text":"Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future earnings less attractive compared to the climbing interest rates on Treasury bonds.But have we hit bottom on tech stocks? The likely answer is no, as the Fed has made clear it will continue to raise rates. But it’s not 100% certain, and the Nasdaq Composite has soared 6% just since Sept. 6.For those of you who do want to start dabbling in tech stocks, here are three mega-caps you might consider. Morningstar assigns all of them a wide moat. A company with a moat can fend off competition and earn high returns on capital for many years to come, the research firm says.All three behemoths also are undervalued by at least 24% compared to the fair value estimates of Morningstar analysts. Here they are in alphabetical order:AlphabetMorningstar analyst Ali Mogharabi puts fair value for the stock at $169. It recently traded at $111.“Alphabet dominates the online search market with 80%-plus global share for Google, via which it generates strong revenue growth and cash flow,” he wrote in a commentary. That revenue comes from advertising.“We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in search,” Mogharabi saidHe’s optimistic about YouTube too. “We foresee it contributing more to the firm’s top and bottom lines,” Mogharabi said.AmazonMorningstar analyst Dan Romanoff puts fair value for the stock at $192. It recently traded at $136.“Amazon dominates its served markets, notably e-commerce and cloud services,” he wrote in a commentary.“It benefits from numerous competitive advantages and has emerged as the clear e-commerce leader thanks to its size and scale, which yield an unmatched selection of low-priced goods for consumers.”He’s impressed with Amazon’s Prime offering. It “ties Amazon’s e-commerce efforts together and provides a steady stream of high-margin recurring revenue from customers who purchase more frequently from Amazon’s properties,” Romanoff said.MicrosoftRomanoff puts fair value for the stock at $352. It recently traded at $266.“Since taking over as CEO in 2014, Satya Nadella has reinvented Microsoft into a cloud leader such that it has become one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale,” he wrote in a commentary.Paas stands for platform as a service, which entails a full cloud deployment. IaaS stands for infrastructure as a service, which entails cloud service on a pay-as you-go basis.“Additionally, Microsoft embraced the open-source movement and has largely transitioned from a traditional perpetual license model to a subscription model,” Mogharabi said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9935141262,"gmtCreate":1663054647357,"gmtModify":1676537192566,"author":{"id":"3570852434754937","authorId":"3570852434754937","name":"Tbun","avatar":"https://community-static.tradeup.com/news/63e67729da4933c107a878402f4fce2c","vip":1,"crmLevel":6,"crmLevelSwitch":1,"idStr":"3570852434754937","authorIdStr":"3570852434754937"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935141262","repostId":2267688327,"repostType":4,"repost":{"id":"2267688327","pubTimestamp":1663049528,"share":"https://ttm.financial/m/news/2267688327?lang=&edition=fundamental","pubTime":"2022-09-13 14:12","market":"us","language":"en","title":"If You Think Tech Has Bottomed, Consider These Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2267688327","media":"TheStreet","summary":"Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasd","content":"<html><head></head><body><p>Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.</p><p>Rising rates hurt tech stocks by making their future earnings less attractive compared to the climbing interest rates on Treasury bonds.</p><p>But have we hit bottom on tech stocks? The likely answer is no, as the Fed has made clear it will continue to raise rates. But it’s not 100% certain, and the Nasdaq Composite has soared 6% just since Sept. 6.</p><p>For those of you who do want to start dabbling in tech stocks, here are three mega-caps you might consider. Morningstar assigns all of them a wide moat. A company with a moat can fend off competition and earn high returns on capital for many years to come, the research firm says.</p><p>All three behemoths also are undervalued by at least 24% compared to the fair value estimates of Morningstar analysts. Here they are in alphabetical order:</p><h2><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h2><p>Morningstar analyst Ali Mogharabi puts fair value for the stock at $169. It recently traded at $111.</p><p>“Alphabet dominates the online search market with 80%-plus global share for Google, via which it generates strong revenue growth and cash flow,” he wrote in a commentary. That revenue comes from advertising.</p><p>“We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in search,” Mogharabi said</p><p>He’s optimistic about YouTube too. “We foresee it contributing more to the firm’s top and bottom lines,” Mogharabi said.</p><h2><a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>Morningstar analyst Dan Romanoff puts fair value for the stock at $192. It recently traded at $136.</p><p>“Amazon dominates its served markets, notably e-commerce and cloud services,” he wrote in a commentary.</p><p>“It benefits from numerous competitive advantages and has emerged as the clear e-commerce leader thanks to its size and scale, which yield an unmatched selection of low-priced goods for consumers.”</p><p>He’s impressed with Amazon’s Prime offering. It “ties Amazon’s e-commerce efforts together and provides a steady stream of high-margin recurring revenue from customers who purchase more frequently from Amazon’s properties,” Romanoff said.</p><h2><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Romanoff puts fair value for the stock at $352. It recently traded at $266.</p><p>“Since taking over as CEO in 2014, Satya Nadella has reinvented Microsoft into a cloud leader such that it has become one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale,” he wrote in a commentary.</p><p>Paas stands for platform as a service, which entails a full cloud deployment. IaaS stands for infrastructure as a service, which entails cloud service on a pay-as you-go basis.</p><p>“Additionally, Microsoft embraced the open-source movement and has largely transitioned from a traditional perpetual license model to a subscription model,” Mogharabi said.</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If You Think Tech Has Bottomed, Consider These 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; 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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\">\nIf You Think Tech Has Bottomed, Consider These Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 14:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future ...</p>\n\n<a href=\"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","GOOGL":"谷歌A","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4525":"远程办公概念","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4524":"宅经济概念","MSFT":"微软","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算","BK4528":"SaaS概念","BK4077":"互动媒体与服务","BK4577":"网络游戏","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","AMZN":"亚马逊","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","GOOG":"谷歌","BK4516":"特朗普概念"},"source_url":"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267688327","content_text":"Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future earnings less attractive compared to the climbing interest rates on Treasury bonds.But have we hit bottom on tech stocks? The likely answer is no, as the Fed has made clear it will continue to raise rates. But it’s not 100% certain, and the Nasdaq Composite has soared 6% just since Sept. 6.For those of you who do want to start dabbling in tech stocks, here are three mega-caps you might consider. Morningstar assigns all of them a wide moat. A company with a moat can fend off competition and earn high returns on capital for many years to come, the research firm says.All three behemoths also are undervalued by at least 24% compared to the fair value estimates of Morningstar analysts. Here they are in alphabetical order:AlphabetMorningstar analyst Ali Mogharabi puts fair value for the stock at $169. It recently traded at $111.“Alphabet dominates the online search market with 80%-plus global share for Google, via which it generates strong revenue growth and cash flow,” he wrote in a commentary. That revenue comes from advertising.“We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in search,” Mogharabi saidHe’s optimistic about YouTube too. “We foresee it contributing more to the firm’s top and bottom lines,” Mogharabi said.AmazonMorningstar analyst Dan Romanoff puts fair value for the stock at $192. It recently traded at $136.“Amazon dominates its served markets, notably e-commerce and cloud services,” he wrote in a commentary.“It benefits from numerous competitive advantages and has emerged as the clear e-commerce leader thanks to its size and scale, which yield an unmatched selection of low-priced goods for consumers.”He’s impressed with Amazon’s Prime offering. It “ties Amazon’s e-commerce efforts together and provides a steady stream of high-margin recurring revenue from customers who purchase more frequently from Amazon’s properties,” Romanoff said.MicrosoftRomanoff puts fair value for the stock at $352. It recently traded at $266.“Since taking over as CEO in 2014, Satya Nadella has reinvented Microsoft into a cloud leader such that it has become one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale,” he wrote in a commentary.Paas stands for platform as a service, which entails a full cloud deployment. IaaS stands for infrastructure as a service, which entails cloud service on a pay-as you-go basis.“Additionally, Microsoft embraced the open-source movement and has largely transitioned from a traditional perpetual license model to a subscription model,” Mogharabi said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9935149604,"gmtCreate":1663054183809,"gmtModify":1676537192444,"author":{"id":"4125984238283662","authorId":"4125984238283662","name":"Furufurux2","avatar":"https://community-static.tradeup.com/news/43866eda26255d5c0c51bc701cfee046","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4125984238283662","authorIdStr":"4125984238283662"},"htmlText":"Chinese internet companies&nbsp;are now&nbsp;better investments. <a href=\"https://ttm.financial/S/KWEB\">$CSI China Internet ETF(KWEB)$</a><a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a><v-v data-views=\"1\"></v-v>","listText":"Chinese internet companies&nbsp;are now&nbsp;better investments. <a href=\"https://ttm.financial/S/KWEB\">$CSI China Internet ETF(KWEB)$</a><a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$</a><v-v data-views=\"1\"></v-v>","text":"Chinese internet companies are now better investments. $CSI China Internet ETF(KWEB)$$Alibaba(BABA)$$Pinduoduo Inc.(PDD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935149604","repostId":2267688327,"repostType":4,"repost":{"id":"2267688327","pubTimestamp":1663049528,"share":"https://ttm.financial/m/news/2267688327?lang=&edition=fundamental","pubTime":"2022-09-13 14:12","market":"us","language":"en","title":"If You Think Tech Has Bottomed, Consider These Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2267688327","media":"TheStreet","summary":"Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasd","content":"<html><head></head><body><p>Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.</p><p>Rising rates hurt tech stocks by making their future earnings less attractive compared to the climbing interest rates on Treasury bonds.</p><p>But have we hit bottom on tech stocks? The likely answer is no, as the Fed has made clear it will continue to raise rates. But it’s not 100% certain, and the Nasdaq Composite has soared 6% just since Sept. 6.</p><p>For those of you who do want to start dabbling in tech stocks, here are three mega-caps you might consider. Morningstar assigns all of them a wide moat. A company with a moat can fend off competition and earn high returns on capital for many years to come, the research firm says.</p><p>All three behemoths also are undervalued by at least 24% compared to the fair value estimates of Morningstar analysts. Here they are in alphabetical order:</p><h2><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h2><p>Morningstar analyst Ali Mogharabi puts fair value for the stock at $169. It recently traded at $111.</p><p>“Alphabet dominates the online search market with 80%-plus global share for Google, via which it generates strong revenue growth and cash flow,” he wrote in a commentary. That revenue comes from advertising.</p><p>“We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in search,” Mogharabi said</p><p>He’s optimistic about YouTube too. “We foresee it contributing more to the firm’s top and bottom lines,” Mogharabi said.</p><h2><a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>Morningstar analyst Dan Romanoff puts fair value for the stock at $192. It recently traded at $136.</p><p>“Amazon dominates its served markets, notably e-commerce and cloud services,” he wrote in a commentary.</p><p>“It benefits from numerous competitive advantages and has emerged as the clear e-commerce leader thanks to its size and scale, which yield an unmatched selection of low-priced goods for consumers.”</p><p>He’s impressed with Amazon’s Prime offering. It “ties Amazon’s e-commerce efforts together and provides a steady stream of high-margin recurring revenue from customers who purchase more frequently from Amazon’s properties,” Romanoff said.</p><h2><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Romanoff puts fair value for the stock at $352. It recently traded at $266.</p><p>“Since taking over as CEO in 2014, Satya Nadella has reinvented Microsoft into a cloud leader such that it has become one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale,” he wrote in a commentary.</p><p>Paas stands for platform as a service, which entails a full cloud deployment. IaaS stands for infrastructure as a service, which entails cloud service on a pay-as you-go basis.</p><p>“Additionally, Microsoft embraced the open-source movement and has largely transitioned from a traditional perpetual license model to a subscription model,” Mogharabi said.</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If You Think Tech Has Bottomed, Consider These 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; 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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\">\nIf You Think Tech Has Bottomed, Consider These Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 14:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future ...</p>\n\n<a href=\"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","GOOGL":"谷歌A","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4525":"远程办公概念","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4524":"宅经济概念","MSFT":"微软","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算","BK4528":"SaaS概念","BK4077":"互动媒体与服务","BK4577":"网络游戏","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","AMZN":"亚马逊","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","GOOG":"谷歌","BK4516":"特朗普概念"},"source_url":"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267688327","content_text":"Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future earnings less attractive compared to the climbing interest rates on Treasury bonds.But have we hit bottom on tech stocks? The likely answer is no, as the Fed has made clear it will continue to raise rates. But it’s not 100% certain, and the Nasdaq Composite has soared 6% just since Sept. 6.For those of you who do want to start dabbling in tech stocks, here are three mega-caps you might consider. Morningstar assigns all of them a wide moat. A company with a moat can fend off competition and earn high returns on capital for many years to come, the research firm says.All three behemoths also are undervalued by at least 24% compared to the fair value estimates of Morningstar analysts. Here they are in alphabetical order:AlphabetMorningstar analyst Ali Mogharabi puts fair value for the stock at $169. It recently traded at $111.“Alphabet dominates the online search market with 80%-plus global share for Google, via which it generates strong revenue growth and cash flow,” he wrote in a commentary. That revenue comes from advertising.“We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in search,” Mogharabi saidHe’s optimistic about YouTube too. “We foresee it contributing more to the firm’s top and bottom lines,” Mogharabi said.AmazonMorningstar analyst Dan Romanoff puts fair value for the stock at $192. It recently traded at $136.“Amazon dominates its served markets, notably e-commerce and cloud services,” he wrote in a commentary.“It benefits from numerous competitive advantages and has emerged as the clear e-commerce leader thanks to its size and scale, which yield an unmatched selection of low-priced goods for consumers.”He’s impressed with Amazon’s Prime offering. It “ties Amazon’s e-commerce efforts together and provides a steady stream of high-margin recurring revenue from customers who purchase more frequently from Amazon’s properties,” Romanoff said.MicrosoftRomanoff puts fair value for the stock at $352. It recently traded at $266.“Since taking over as CEO in 2014, Satya Nadella has reinvented Microsoft into a cloud leader such that it has become one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale,” he wrote in a commentary.Paas stands for platform as a service, which entails a full cloud deployment. IaaS stands for infrastructure as a service, which entails cloud service on a pay-as you-go basis.“Additionally, Microsoft embraced the open-source movement and has largely transitioned from a traditional perpetual license model to a subscription model,” Mogharabi said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":115,"commentSize":18,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2267688327"}