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nywles
2024-12-17
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Worried About Stock Market Stability in 2025? Here Are Investors' Biggest Fears
nywles
2024-12-17
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Why Tesla's Stock Can Keep Soaring (Upgrade)
nywles
2024-12-17
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Broadcom Is Having Its Own "Nvidia Moment" as Stock Swells Further
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2024-12-17
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nywles
2024-12-14
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Marvell Technology Shares Surges 10%, Hits All-Time High of $120
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2024-12-14
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Day-Trader Spirits Prove Hard to Kill at Market’s Riskiest Edges
nywles
2024-12-14
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SGX Weekly Review|Top Glove Soared 7.5%; YZJ Shipbldg Rallied 7% and Singtel Rose 3.6%
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2024-12-14
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2024-12-14
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nywles
2024-12-12
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2024-12-12
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Nasdaq Hits 20,000 Points for the First Time, Last up 1.6%
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2024-12-12
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nywles
2024-12-12
$Tesla Motors(TSLA)$
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nywles
2024-12-08
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Palantir, Anduril Sign Partnership for AI Training in Defense
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2024-12-08
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2024-12-08
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South Korea’s Yoon Survives Impeachment After Martial Law Fiasco
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2024-12-07
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nywles
2024-12-07
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nywles
2024-12-07
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Top Calls on Wall Street: Shopify, Peloton, HP Enterprise, Dollar General and More
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2024-12-07
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Ethereum Spot ETFs Rallied, Driven by a Record-Breaking Surge in Inflows
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","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382622192751000","repostId":"2492644726","repostType":2,"repost":{"id":"2492644726","kind":"highlight","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":1734391731,"share":"https://ttm.financial/m/news/2492644726?lang=&edition=full_marsco","pubTime":"2024-12-17 07:28","market":"fut","language":"en","title":"Worried About Stock Market Stability in 2025? Here Are Investors' Biggest Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=2492644726","media":"Dow Jones","summary":"Investors' perspective on the biggest risks to market stability heading into 2025 has shifted compared with a year ago, with a global trade war now topping the list ahead of President-elect Donald Tru","content":"<html><head></head><body><p>Investors' perspective on the biggest risks to market stability heading into 2025 has shifted compared with a year ago, with a global trade war now topping the list ahead of President-elect Donald Trump's inauguration, according to Deutsche Bank Research.</p><p>"The biggest global risks are seen as a global trade war, a U.S. tech sector plunge and concerns over inflation and bond yields," said Jim Reid, global head of macro and thematic research at Deutsche Bank, in a note emailed Monday. Last December, investors cited a "hard landing" for the U.S. economy as the top risk for the market by far, the chart below shows.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d3c6c1d27e98f1fccc13ae386f4f0ab\" tg-width=\"770\" tg-height=\"509\"/></p><p>The U.S. economy has expanded this year, despite fears heading into 2024 that the Federal Reserve's tightening of monetary policy to fight inflation risked triggering a recession. Some investors now worry that Trump's trade agenda for more tariffs could spark a rise in still-sticky inflation.</p><p>Although the Fed began loosening its monetary policy in September after U.S. inflation eased significantly from its 2022 peak, Deutsche Bank Research found investors fear an unexpected hike by central banks to battle inflation is among the top three risks to market stability in 2025.</p><p>The bond market has been volatile as the Fed adjusts its monetary policy while aiming to bring inflation back down to its 2% target, with investors anxious about the potential for an unexpected jump in yields.</p><p>The yield on the 10-year Treasury note, BX:TMUBMUSD10Y which is closely watched by the equities market as it is used to calculate valuations of stocks, has climbed this year to around 4.4% on Monday afternoon, FactSet data show, at last check. Big, sudden moves higher in the 10-year Treasury yield risk rattling stocks.</p><p>The Fed will hold a two-day monetary policy meeting this week, with its decision on where to set interest rates expected on Wednesday afternoon at 2 p.m. Eastern time.</p><p>The S&P 500 has rallied hard this year, partly on investor enthusiasm for artificial intelligence, which has benefited so-called Big Tech stocks with an outsized weighting in the equities index. For example, AI chip maker Nvidia, with a market value of around $3 trillion, has skyrocketed about 166% so far in 2024, according to FactSet data on Monday afternoon.</p><p>Investors see a plunge in tech stock valuations and waning AI enthusiasm as the second biggest risk to market stability after a global trade war, the Deutsche Bank chart shows.</p><p>The U.S. stock market was trading mostly higher Monday afternoon, with the tech-heavy Nasdaq Composite COMP climbing a sharp 1.4%, the S&P 500 SPX gaining 0.6% and the Dow Jones Industrial Average DJIA about flat, according to FactSet data, at last check.</p><p>So far this year, the S&P 500 has soared 27.6% while the Nasdaq has surged 34.5% year to date based on Monday afternoon trading levels. Shares of the Roundhill Magnificent Seven ETF MAGS, an exchange-traded fund that holds Big Tech stocks known as the Magnificent Seven, have posted a massive jump of 73% so far in 2024, according to FactSet data, at last check.</p><p>"The Mag-7 are seen increasing by 6.8% in 2025, the S&P 500 by 5.2%," Reid said, citing results of Deutsche Bank's global markets survey for 2025.</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>Worried About Stock Market Stability in 2025? Here Are Investors' Biggest Fears</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 Stock Market Stability in 2025? Here Are Investors' Biggest Fears\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\">2024-12-17 07:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors' perspective on the biggest risks to market stability heading into 2025 has shifted compared with a year ago, with a global trade war now topping the list ahead of President-elect Donald Trump's inauguration, according to Deutsche Bank Research.</p><p>"The biggest global risks are seen as a global trade war, a U.S. tech sector plunge and concerns over inflation and bond yields," said Jim Reid, global head of macro and thematic research at Deutsche Bank, in a note emailed Monday. Last December, investors cited a "hard landing" for the U.S. economy as the top risk for the market by far, the chart below shows.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d3c6c1d27e98f1fccc13ae386f4f0ab\" tg-width=\"770\" tg-height=\"509\"/></p><p>The U.S. economy has expanded this year, despite fears heading into 2024 that the Federal Reserve's tightening of monetary policy to fight inflation risked triggering a recession. Some investors now worry that Trump's trade agenda for more tariffs could spark a rise in still-sticky inflation.</p><p>Although the Fed began loosening its monetary policy in September after U.S. inflation eased significantly from its 2022 peak, Deutsche Bank Research found investors fear an unexpected hike by central banks to battle inflation is among the top three risks to market stability in 2025.</p><p>The bond market has been volatile as the Fed adjusts its monetary policy while aiming to bring inflation back down to its 2% target, with investors anxious about the potential for an unexpected jump in yields.</p><p>The yield on the 10-year Treasury note, BX:TMUBMUSD10Y which is closely watched by the equities market as it is used to calculate valuations of stocks, has climbed this year to around 4.4% on Monday afternoon, FactSet data show, at last check. Big, sudden moves higher in the 10-year Treasury yield risk rattling stocks.</p><p>The Fed will hold a two-day monetary policy meeting this week, with its decision on where to set interest rates expected on Wednesday afternoon at 2 p.m. Eastern time.</p><p>The S&P 500 has rallied hard this year, partly on investor enthusiasm for artificial intelligence, which has benefited so-called Big Tech stocks with an outsized weighting in the equities index. For example, AI chip maker Nvidia, with a market value of around $3 trillion, has skyrocketed about 166% so far in 2024, according to FactSet data on Monday afternoon.</p><p>Investors see a plunge in tech stock valuations and waning AI enthusiasm as the second biggest risk to market stability after a global trade war, the Deutsche Bank chart shows.</p><p>The U.S. stock market was trading mostly higher Monday afternoon, with the tech-heavy Nasdaq Composite COMP climbing a sharp 1.4%, the S&P 500 SPX gaining 0.6% and the Dow Jones Industrial Average DJIA about flat, according to FactSet data, at last check.</p><p>So far this year, the S&P 500 has soared 27.6% while the Nasdaq has surged 34.5% year to date based on Monday afternoon trading levels. Shares of the Roundhill Magnificent Seven ETF MAGS, an exchange-traded fund that holds Big Tech stocks known as the Magnificent Seven, have posted a massive jump of 73% so far in 2024, according to FactSet data, at last check.</p><p>"The Mag-7 are seen increasing by 6.8% in 2025, the S&P 500 by 5.2%," Reid said, citing results of Deutsche Bank's global markets survey for 2025.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","OEF":"标普100指数ETF-iShares","BK4559":"巴菲特持仓","IVV":"标普500指数ETF","OEX":"标普100",".SPX":"S&P 500 Index","BK4550":"红杉资本持仓","BK4588":"碎股","SH":"标普500反向ETF","MAGS":"The Magnificent Seven ETF","BK4552":"Archegos爆仓风波概念","BK4118":"综合性资本市场","BK4581":"高盛持仓","BK4504":"桥水持仓","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","VOO":"Vanguard标普500ETF","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","BK4534":"瑞士信贷持仓","SPY":"标普500ETF","BK4585":"ETF&股票定投概念"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492644726","content_text":"Investors' perspective on the biggest risks to market stability heading into 2025 has shifted compared with a year ago, with a global trade war now topping the list ahead of President-elect Donald Trump's inauguration, according to Deutsche Bank Research.\"The biggest global risks are seen as a global trade war, a U.S. tech sector plunge and concerns over inflation and bond yields,\" said Jim Reid, global head of macro and thematic research at Deutsche Bank, in a note emailed Monday. Last December, investors cited a \"hard landing\" for the U.S. economy as the top risk for the market by far, the chart below shows.The U.S. economy has expanded this year, despite fears heading into 2024 that the Federal Reserve's tightening of monetary policy to fight inflation risked triggering a recession. Some investors now worry that Trump's trade agenda for more tariffs could spark a rise in still-sticky inflation.Although the Fed began loosening its monetary policy in September after U.S. inflation eased significantly from its 2022 peak, Deutsche Bank Research found investors fear an unexpected hike by central banks to battle inflation is among the top three risks to market stability in 2025.The bond market has been volatile as the Fed adjusts its monetary policy while aiming to bring inflation back down to its 2% target, with investors anxious about the potential for an unexpected jump in yields.The yield on the 10-year Treasury note, BX:TMUBMUSD10Y which is closely watched by the equities market as it is used to calculate valuations of stocks, has climbed this year to around 4.4% on Monday afternoon, FactSet data show, at last check. Big, sudden moves higher in the 10-year Treasury yield risk rattling stocks.The Fed will hold a two-day monetary policy meeting this week, with its decision on where to set interest rates expected on Wednesday afternoon at 2 p.m. Eastern time.The S&P 500 has rallied hard this year, partly on investor enthusiasm for artificial intelligence, which has benefited so-called Big Tech stocks with an outsized weighting in the equities index. For example, AI chip maker Nvidia, with a market value of around $3 trillion, has skyrocketed about 166% so far in 2024, according to FactSet data on Monday afternoon.Investors see a plunge in tech stock valuations and waning AI enthusiasm as the second biggest risk to market stability after a global trade war, the Deutsche Bank chart shows.The U.S. stock market was trading mostly higher Monday afternoon, with the tech-heavy Nasdaq Composite COMP climbing a sharp 1.4%, the S&P 500 SPX gaining 0.6% and the Dow Jones Industrial Average DJIA about flat, according to FactSet data, at last check.So far this year, the S&P 500 has soared 27.6% while the Nasdaq has surged 34.5% year to date based on Monday afternoon trading levels. Shares of the Roundhill Magnificent Seven ETF MAGS, an exchange-traded fund that holds Big Tech stocks known as the Magnificent Seven, have posted a massive jump of 73% so far in 2024, according to FactSet data, at last check.\"The Mag-7 are seen increasing by 6.8% in 2025, the S&P 500 by 5.2%,\" Reid said, citing results of Deutsche Bank's global markets survey for 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382634469924928,"gmtCreate":1734395891671,"gmtModify":1734395893653,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382634469924928","repostId":"1146188303","repostType":2,"repost":{"id":"1146188303","kind":"news","pubTimestamp":1734392528,"share":"https://ttm.financial/m/news/1146188303?lang=&edition=full_marsco","pubTime":"2024-12-17 07:42","market":"us","language":"en","title":"Why Tesla's Stock Can Keep Soaring (Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=1146188303","media":"seekingalpha","summary":"SummaryTesla's stock has surged post-2024 election, gaining $550 billion in market value, driven by Elon Musk's close ties with Trump and potential deregulation benefits.Favorable regulatory changes a","content":"<html><head></head><body><h2 id=\"id_3225006617\">Summary</h2><ul style=\"\"><li><p>Tesla's stock has surged post-2024 election, gaining $550 billion in market value, driven by Elon Musk's close ties with Trump and potential deregulation benefits.</p></li><li><p>Favorable regulatory changes and strong growth in China could significantly boost Tesla's autonomous vehicle ambitions and overall market performance in 2025.</p></li><li><p>Despite high valuation, TSLA's forecasted 20–30% delivery growth and robust gross margins suggest continued stock momentum, supported by a pro-business Trump administration.</p></li><li><p>Risks include potential profit-taking, competition in autonomous driving, and the impact of any regulatory setbacks, but overall, Tesla's outlook remains positive.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e22bbee594e92d7d6b0451afb01ee671\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"500\"/></p><p>The stock of electric-vehicle company <strong>Tesla Inc. (NASDAQ:TSLA)</strong> has skyrocketed following Donald Trump's win of the presidential election with Tesla gaining approximately $550 billion in market valuation since November 5, 2024.</p><p>Tesla now has a market value of $1.4 Trillion, and the electric-vehicle company is likely poised to profit from Elon Musk's close relationship to Trump and a deregulation strategy that could unleash Tesla's potential.</p><p>Though Tesla has soared lately, I think investors don't have any good reason to sell the stock and, in my view, Tesla investors could be in for a very nice ride during a second Trump Administration.</p><h2 id=\"id_4177588961\">My Last Rating Classification</h2><p>Tesla's stock was a 'Hold' for me in my last piece on the electric-vehicle company, but Donald Trump's second-term could be a game-changer for the EV manufacturer.</p><p>A more favorable regulatory environment in terms of autonomous vehicles (meaning the reduction of regulations) could benefit Tesla's AV aspirations while federal agencies may also take it easier on the company in terms of investigations.</p><p>Moreover, a potential scaling back of clean energy regulations (such as the abolishment of EV-related tax credits) may actually help Tesla.</p><p>Momentum is also building in China, with Tesla seeing strong insurance registrations in the month of November.</p><h2 id=\"id_3157123849\">Tesla Is The Ultimate Election Winner</h2><p>Tesla's stock crushed its previous high and is presently selling for $427.77 which gives the electric-vehicle company a $1.4 trillion market value. Clearly Tesla has been a big winner, alongside Donald Trump, in last month's election and Elon Musk's proximity to Trump could further propel Tesla's market valuation higher in the months and even years ahead.</p><p>First of all, Tesla is making a strong push for its self-driving vehicles, the introduction of which the company postponed multiple times, to the chagrin of investors.</p><p>A Trump Administration is likely to take a very anti-regulation stance which could particularly help Tesla which is contending with Waymo for the crown in the self-driving car market. <strong>General Motors Company (GM)</strong>, for example, just threw in the towel and shelved its Robotaxi project names Cruise.</p><p>Tesla could obviously profit, for instance, if federal regulation surrounding autonomous vehicles were to be reduced which in turn could accelerate the company's time-line for its AVs and relief the cost burden on Tesla. A federal framework for EVs could also provide regulatory clarity for large-scale AV manufacturers like Tesla and create a clear path for the company's autonomous vehicle introduction in 2026.</p><p>Tesla is currently being investigated by the National Highway Traffic Safety Administration for its full self-driving system, which might be linked to some accidents in the recent past.</p><p>A close working relationship between Elon Musk and Trump as well as a general deregulation drive of the new Administration could unshackle Tesla and remove any unnecessary regulatory costs.</p><p>Moreover, the abolishment of EV tax credits, which has been discussed by Republicans, would likely help Tesla as the only major EV-focused automaker. Republicans, which are going to take over the government next year, have said that they will reduce incentives to buy electric-vehicles which is likely going to benefit the biggest EV maker in the U.S.</p><p>Tesla is the only manufacturer producing EVs at real scale, and no U.S. company has as profitable EV product lineup as Tesla. Thus, the abolishment of EV tax credits might hit legacy automakers much harder than Tesla as they don't have Tesla's economies of scale and, relatively speaking, still very small production volumes.</p><h2 id=\"id_1577503285\">Tesla's Insurance Registrations In China Are Surging, Indicating Accelerating Delivery Momentum</h2><p>Tesla's management forecast 20-30% delivery growth in 2025 and China is going to be an important market that could contribute a good chunk of growth for the electric-vehicle company.</p><p>In the third quarter, Tesla produced 469,796 electric vehicles, mostly Model 3/Y, and delivered 462,890 vehicles to customers. Tesla's total delivery volume thus increased 6.4% YoY and more momentum may await investors in the fourth quarter.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0868fc2845bf3eefe9f898183dd2d68a\" alt=\"Operational Summary\" title=\"Operational Summary\" tg-width=\"640\" tg-height=\"173\"/><span>Operational Summary</span></p><p style=\"text-align: left;\"><strong>Operational Summary (Tesla Inc.)</strong></p><p></p><p>The reason for this is that Tesla insurance registrations in China are surging: in the last week, Tesla had 21,900 insurance registrations, its second-highest number in 2024, and the trend is positive for all major electric-vehicle manufacturers, according to CnEVData which compiles Chinese insurance data.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8c8f87ddb7815d3fed940cdb0ec7f2dd\" alt=\"Weekly Insurance Registrations In China\" title=\"Weekly Insurance Registrations In China\" tg-width=\"640\" tg-height=\"333\"/><span>Weekly Insurance Registrations In China</span></p><p style=\"text-align: left;\"><strong>Weekly Insurance Registrations In China (CnEVData)</strong></p><p></p><p>China is by far the biggest market for EV producers and Tesla has had considerable success in this particular market, despite fierce competition from companies like BYD.</p><p>As a matter of fact, Tesla has seen exceptional market share and delivery growth in the last couple of years, despite the emergence of an entirely new slate of EV startup companies.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2713fcfe2704e3683fe8596beb5178b8\" alt=\"Global BEV Market Share\" title=\"Global BEV Market Share\" tg-width=\"640\" tg-height=\"299\"/><span>Global BEV Market Share</span></p><p style=\"text-align: left;\"><strong>Global BEV Market Share (Tesla Inc.)</strong></p><p></p><p>In the month of November, according to data from the China Passenger Car Association, Tesla sold 78,856 vehicles in China in November, up 12% YoY. I think it is entirely possibly for the automaker to see a substantial sales acceleration in 2025 if the present momentum in sales, deliveries and car registrations spills over into the new year which I consider likely when taking into account that Beijing has launched substantial fiscal and monetary stimulus plans in order to promote economic growth.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3c6df6836ff5906776c21aa7fc5824dd\" alt=\"Monthly Sales In China\" title=\"Monthly Sales In China\" tg-width=\"640\" tg-height=\"330\"/><span>Monthly Sales In China</span></p><p style=\"text-align: left;\"><strong>Monthly Sales In China (CPCA)</strong></p><p></p><p>Tesla is still leading U.S. auto manufacturers in terms of gross margins, which is another area for which I expect a positive trend in 2025, particularly with sales ramping up and positive delivery trends in China. In the third quarter, Tesla worked itself to a gross margin of 19.8%, reflecting a margin increase of almost 2 percentage points QoQ.</p><p>If Tesla sees stronger delivery growth in 2025, as the company has forecasted, and maintains gross margins of 20% or higher, I think that Tesla's stock has the fundamental backing to keep soaring in 2025 as well.</p><h2 id=\"id_2410465498\">Tesla Is Expensive, May Have A Lot More Upside Anyhow</h2><p>Tesla is growing its sales and has forecast that it could grow its deliveries between 20-30% next year, which would be a substantial accomplishment for a company with nearly $100 billion in anticipated sales. Tesla has struggled, particularly in 2023, due to intensifying competition in China, and growing price pressure in the electric-vehicle market.</p><p>With Tesla's stock reaching as high as $427.77 on Wednesday, the stock clearly is no bargain. Presently, based on a consensus sales estimates of $100 billion in 2024, the stock is selling at a whopping 14x sales.</p><p>Tesla is profitable and set for a boost of growth in 2024, however, which are two reasons I would cite in addition to the electric-vehicle company potentially benefiting from a more favorable regulatory landscape under a Trump Administration.</p><p>Rivian Automotive (RIVN), which anticipates to deliver about 50K electric-vehicles this year and which lowered its production guidance recently, is selling at a leading sales multiple of 3.1X and is thus considerably more affordable.</p><p>Nonetheless, as a market leader with substantial volume and growth potential, favorable regulatory tailwinds and momentum in China, I think Tesla's valuation has room to expand.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/baf22f3e64bff7847d40e0f576260d36\" alt=\"Revenue Estimate\" title=\"Revenue Estimate\" tg-width=\"640\" tg-height=\"216\"/><span>Revenue Estimate</span></p><p style=\"text-align: left;\"><strong>Revenue Estimate (Yahoo Finance)</strong></p><p></p><h2 id=\"id_3765705826\">Why Tesla Remains A Risky Investment</h2><p>Soaring stock prices attract speculators and risk-takers, which means that one of the biggest headwinds for Tesla actually could be profit-taking itself.</p><p>Tesla's stock has skyrocketed 69% since November 5, 2024, so a lot of investors are sitting on a good amount of unrealized gains. Any correction could trigger a substantial consolidation for Tesla and expose investors to the risk of a contracting multiple.</p><p>Tesla's autonomous vehicle project, known as FSD, has repeatedly disappointed and fell short of expectations, meaning it could potentially take years before Tesla actually debuts a market-viable autonomous driving solution.</p><p>Should Tesla fall back behind Waymo in terms of self-driving tech development, the EV company may lose the race to capture a big portion of the autonomous market.</p><h2 id=\"id_3402636617\">My Conclusion</h2><p>Tesla and Elon Musk have been the real winners of the 2024 presidential election, with Tesla adding more than half a trillion in market value.</p><p>Tesla's stock reached an all-time high on Wednesday, and the momentum is presently clearly in favor of the electric-vehicle company.</p><p>The EV manufacturer is also poised to benefit from a closer relationship between its Chief Executive Officer and the incoming U.S. president, which could help lower pressure coming from federal agencies that are investigating Tesla.</p><p>Deregulation drives and strong growth momentum in China are two other reasons to remain hopeful that Tesla's rally has fundamental support in 2025.</p></body></html>","source":"lsy1642056764450","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla's Stock Can Keep Soaring (Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-17 07:42 GMT+8 <a href=https://seekingalpha.com/article/4744464-why-teslas-stock-can-keep-soaring-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla's stock has surged post-2024 election, gaining $550 billion in market value, driven by Elon Musk's close ties with Trump and potential deregulation benefits.Favorable regulatory changes ...</p>\n\n<a href=\"https://seekingalpha.com/article/4744464-why-teslas-stock-can-keep-soaring-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4744464-why-teslas-stock-can-keep-soaring-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146188303","content_text":"SummaryTesla's stock has surged post-2024 election, gaining $550 billion in market value, driven by Elon Musk's close ties with Trump and potential deregulation benefits.Favorable regulatory changes and strong growth in China could significantly boost Tesla's autonomous vehicle ambitions and overall market performance in 2025.Despite high valuation, TSLA's forecasted 20–30% delivery growth and robust gross margins suggest continued stock momentum, supported by a pro-business Trump administration.Risks include potential profit-taking, competition in autonomous driving, and the impact of any regulatory setbacks, but overall, Tesla's outlook remains positive.The stock of electric-vehicle company Tesla Inc. (NASDAQ:TSLA) has skyrocketed following Donald Trump's win of the presidential election with Tesla gaining approximately $550 billion in market valuation since November 5, 2024.Tesla now has a market value of $1.4 Trillion, and the electric-vehicle company is likely poised to profit from Elon Musk's close relationship to Trump and a deregulation strategy that could unleash Tesla's potential.Though Tesla has soared lately, I think investors don't have any good reason to sell the stock and, in my view, Tesla investors could be in for a very nice ride during a second Trump Administration.My Last Rating ClassificationTesla's stock was a 'Hold' for me in my last piece on the electric-vehicle company, but Donald Trump's second-term could be a game-changer for the EV manufacturer.A more favorable regulatory environment in terms of autonomous vehicles (meaning the reduction of regulations) could benefit Tesla's AV aspirations while federal agencies may also take it easier on the company in terms of investigations.Moreover, a potential scaling back of clean energy regulations (such as the abolishment of EV-related tax credits) may actually help Tesla.Momentum is also building in China, with Tesla seeing strong insurance registrations in the month of November.Tesla Is The Ultimate Election WinnerTesla's stock crushed its previous high and is presently selling for $427.77 which gives the electric-vehicle company a $1.4 trillion market value. Clearly Tesla has been a big winner, alongside Donald Trump, in last month's election and Elon Musk's proximity to Trump could further propel Tesla's market valuation higher in the months and even years ahead.First of all, Tesla is making a strong push for its self-driving vehicles, the introduction of which the company postponed multiple times, to the chagrin of investors.A Trump Administration is likely to take a very anti-regulation stance which could particularly help Tesla which is contending with Waymo for the crown in the self-driving car market. General Motors Company (GM), for example, just threw in the towel and shelved its Robotaxi project names Cruise.Tesla could obviously profit, for instance, if federal regulation surrounding autonomous vehicles were to be reduced which in turn could accelerate the company's time-line for its AVs and relief the cost burden on Tesla. A federal framework for EVs could also provide regulatory clarity for large-scale AV manufacturers like Tesla and create a clear path for the company's autonomous vehicle introduction in 2026.Tesla is currently being investigated by the National Highway Traffic Safety Administration for its full self-driving system, which might be linked to some accidents in the recent past.A close working relationship between Elon Musk and Trump as well as a general deregulation drive of the new Administration could unshackle Tesla and remove any unnecessary regulatory costs.Moreover, the abolishment of EV tax credits, which has been discussed by Republicans, would likely help Tesla as the only major EV-focused automaker. Republicans, which are going to take over the government next year, have said that they will reduce incentives to buy electric-vehicles which is likely going to benefit the biggest EV maker in the U.S.Tesla is the only manufacturer producing EVs at real scale, and no U.S. company has as profitable EV product lineup as Tesla. Thus, the abolishment of EV tax credits might hit legacy automakers much harder than Tesla as they don't have Tesla's economies of scale and, relatively speaking, still very small production volumes.Tesla's Insurance Registrations In China Are Surging, Indicating Accelerating Delivery MomentumTesla's management forecast 20-30% delivery growth in 2025 and China is going to be an important market that could contribute a good chunk of growth for the electric-vehicle company.In the third quarter, Tesla produced 469,796 electric vehicles, mostly Model 3/Y, and delivered 462,890 vehicles to customers. Tesla's total delivery volume thus increased 6.4% YoY and more momentum may await investors in the fourth quarter.Operational SummaryOperational Summary (Tesla Inc.)The reason for this is that Tesla insurance registrations in China are surging: in the last week, Tesla had 21,900 insurance registrations, its second-highest number in 2024, and the trend is positive for all major electric-vehicle manufacturers, according to CnEVData which compiles Chinese insurance data.Weekly Insurance Registrations In ChinaWeekly Insurance Registrations In China (CnEVData)China is by far the biggest market for EV producers and Tesla has had considerable success in this particular market, despite fierce competition from companies like BYD.As a matter of fact, Tesla has seen exceptional market share and delivery growth in the last couple of years, despite the emergence of an entirely new slate of EV startup companies.Global BEV Market ShareGlobal BEV Market Share (Tesla Inc.)In the month of November, according to data from the China Passenger Car Association, Tesla sold 78,856 vehicles in China in November, up 12% YoY. I think it is entirely possibly for the automaker to see a substantial sales acceleration in 2025 if the present momentum in sales, deliveries and car registrations spills over into the new year which I consider likely when taking into account that Beijing has launched substantial fiscal and monetary stimulus plans in order to promote economic growth.Monthly Sales In ChinaMonthly Sales In China (CPCA)Tesla is still leading U.S. auto manufacturers in terms of gross margins, which is another area for which I expect a positive trend in 2025, particularly with sales ramping up and positive delivery trends in China. In the third quarter, Tesla worked itself to a gross margin of 19.8%, reflecting a margin increase of almost 2 percentage points QoQ.If Tesla sees stronger delivery growth in 2025, as the company has forecasted, and maintains gross margins of 20% or higher, I think that Tesla's stock has the fundamental backing to keep soaring in 2025 as well.Tesla Is Expensive, May Have A Lot More Upside AnyhowTesla is growing its sales and has forecast that it could grow its deliveries between 20-30% next year, which would be a substantial accomplishment for a company with nearly $100 billion in anticipated sales. Tesla has struggled, particularly in 2023, due to intensifying competition in China, and growing price pressure in the electric-vehicle market.With Tesla's stock reaching as high as $427.77 on Wednesday, the stock clearly is no bargain. Presently, based on a consensus sales estimates of $100 billion in 2024, the stock is selling at a whopping 14x sales.Tesla is profitable and set for a boost of growth in 2024, however, which are two reasons I would cite in addition to the electric-vehicle company potentially benefiting from a more favorable regulatory landscape under a Trump Administration.Rivian Automotive (RIVN), which anticipates to deliver about 50K electric-vehicles this year and which lowered its production guidance recently, is selling at a leading sales multiple of 3.1X and is thus considerably more affordable.Nonetheless, as a market leader with substantial volume and growth potential, favorable regulatory tailwinds and momentum in China, I think Tesla's valuation has room to expand.Revenue EstimateRevenue Estimate (Yahoo Finance)Why Tesla Remains A Risky InvestmentSoaring stock prices attract speculators and risk-takers, which means that one of the biggest headwinds for Tesla actually could be profit-taking itself.Tesla's stock has skyrocketed 69% since November 5, 2024, so a lot of investors are sitting on a good amount of unrealized gains. Any correction could trigger a substantial consolidation for Tesla and expose investors to the risk of a contracting multiple.Tesla's autonomous vehicle project, known as FSD, has repeatedly disappointed and fell short of expectations, meaning it could potentially take years before Tesla actually debuts a market-viable autonomous driving solution.Should Tesla fall back behind Waymo in terms of self-driving tech development, the EV company may lose the race to capture a big portion of the autonomous market.My ConclusionTesla and Elon Musk have been the real winners of the 2024 presidential election, with Tesla adding more than half a trillion in market value.Tesla's stock reached an all-time high on Wednesday, and the momentum is presently clearly in favor of the electric-vehicle company.The EV manufacturer is also poised to benefit from a closer relationship between its Chief Executive Officer and the incoming U.S. president, which could help lower pressure coming from federal agencies that are investigating Tesla.Deregulation drives and strong growth momentum in China are two other reasons to remain hopeful that Tesla's rally has fundamental support in 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382631466074480,"gmtCreate":1734395865033,"gmtModify":1734395866913,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382631466074480","repostId":"2492628752","repostType":2,"repost":{"id":"2492628752","kind":"highlight","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":1734389693,"share":"https://ttm.financial/m/news/2492628752?lang=&edition=full_marsco","pubTime":"2024-12-17 06:54","market":"other","language":"en","title":"Broadcom Is Having Its Own \"Nvidia Moment\" as Stock Swells Further","url":"https://stock-news.laohu8.com/highlight/detail?id=2492628752","media":"Dow Jones","summary":"Broadcom Inc.'s stock built on its record gains from Friday, and one analyst sees the rally as evidence of the company's own \"Nvidia moment.\"Shares of Broadcom $(AVGO)$ rose 11.2% on Monday after soar","content":"<html><head></head><body><p>Broadcom Inc.'s stock built on its record gains from Friday, and one analyst sees the rally as evidence of the company's own "Nvidia moment."</p><p>Shares of Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> rose 11.2% on Monday after soaring 24.4% in Friday's session for their largest single-day percentage gain on record. That Friday rally amounted to $206 billion in market-capitalization gains, the sixth-largest one-day gain for any U.S. company on record, according to Dow Jones Market Data. The stock is now on track for its best monthly performance ever, up more than 50% over the course of December to date.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c76e3ea7244e4a0f13a8d5a6b1b96029\" tg-width=\"802\" tg-height=\"841\"/></p><p>Broadcom was already a roughly $800 billion company before that surge into the $1 trillion camp, and eye-popping gains for a sizable artificial-intelligence semiconductor play might be giving Wall Street Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> flashbacks. Broadcom's "robust AI story is finding its own 'Nvidia moment' with a likely sharp new product ramp into [the second half of] 2025, and outlook for material opportunity ... a few years out," Bernstein's Stacy Rasgon wrote on Monday.</p><p>He wrote of the company's projection for a $60 billion to $90 billion serviceable addressable market in AI come fiscal 2027, based on the current lineup of hyperscale customer deployments. Management mentioned the market could be bigger if more companies in discussions with Broadcom get on board.</p><p>Rasgon called Broadcom his top pick within semiconductors, touching on various elements of the company's story. As is the case for many other companies in the sector, Broadcom's core business outside of AI "remains fairly lousy," according to Rasgon. But "the core semi set-up into 2025 looks better given some signs of improvement and easy compares," he added.</p><p>Additionally, Broadcom is "currently killing it on VMware which (now a year into the completed deal) is markedly exceeding expectations" on numerous fronts," Rasgon wrote.</p><p>He's upbeat about Nvidia as well, saying that investors "still have to be there" when it comes to the stock.</p><p>"2025 seems likely to be an exceedingly good year," Rasgon said. "We get worries on 2026 of course, but right now spending and purchase intention from customers appears off the charts (so the only ones worried seem to be investors, not the ones actually spending the money)."</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>Broadcom Is Having Its Own \"Nvidia Moment\" as Stock Swells Further</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\">\nBroadcom Is Having Its Own \"Nvidia Moment\" as Stock Swells Further\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\">2024-12-17 06:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Broadcom Inc.'s stock built on its record gains from Friday, and one analyst sees the rally as evidence of the company's own "Nvidia moment."</p><p>Shares of Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> rose 11.2% on Monday after soaring 24.4% in Friday's session for their largest single-day percentage gain on record. That Friday rally amounted to $206 billion in market-capitalization gains, the sixth-largest one-day gain for any U.S. company on record, according to Dow Jones Market Data. The stock is now on track for its best monthly performance ever, up more than 50% over the course of December to date.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c76e3ea7244e4a0f13a8d5a6b1b96029\" tg-width=\"802\" tg-height=\"841\"/></p><p>Broadcom was already a roughly $800 billion company before that surge into the $1 trillion camp, and eye-popping gains for a sizable artificial-intelligence semiconductor play might be giving Wall Street Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> flashbacks. Broadcom's "robust AI story is finding its own 'Nvidia moment' with a likely sharp new product ramp into [the second half of] 2025, and outlook for material opportunity ... a few years out," Bernstein's Stacy Rasgon wrote on Monday.</p><p>He wrote of the company's projection for a $60 billion to $90 billion serviceable addressable market in AI come fiscal 2027, based on the current lineup of hyperscale customer deployments. Management mentioned the market could be bigger if more companies in discussions with Broadcom get on board.</p><p>Rasgon called Broadcom his top pick within semiconductors, touching on various elements of the company's story. As is the case for many other companies in the sector, Broadcom's core business outside of AI "remains fairly lousy," according to Rasgon. But "the core semi set-up into 2025 looks better given some signs of improvement and easy compares," he added.</p><p>Additionally, Broadcom is "currently killing it on VMware which (now a year into the completed deal) is markedly exceeding expectations" on numerous fronts," Rasgon wrote.</p><p>He's upbeat about Nvidia as well, saying that investors "still have to be there" when it comes to the stock.</p><p>"2025 seems likely to be an exceedingly good year," Rasgon said. "We get worries on 2026 of course, but right now spending and purchase intention from customers appears off the charts (so the only ones worried seem to be investors, not the ones actually spending the money)."</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","AVGO":"博通","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","IE00BGHQF631.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4534":"瑞士信贷持仓","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4554":"元宇宙及AR概念","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492628752","content_text":"Broadcom Inc.'s stock built on its record gains from Friday, and one analyst sees the rally as evidence of the company's own \"Nvidia moment.\"Shares of Broadcom $(AVGO)$ rose 11.2% on Monday after soaring 24.4% in Friday's session for their largest single-day percentage gain on record. That Friday rally amounted to $206 billion in market-capitalization gains, the sixth-largest one-day gain for any U.S. company on record, according to Dow Jones Market Data. The stock is now on track for its best monthly performance ever, up more than 50% over the course of December to date.Broadcom was already a roughly $800 billion company before that surge into the $1 trillion camp, and eye-popping gains for a sizable artificial-intelligence semiconductor play might be giving Wall Street Nvidia Corp. $(NVDA)$ flashbacks. Broadcom's \"robust AI story is finding its own 'Nvidia moment' with a likely sharp new product ramp into [the second half of] 2025, and outlook for material opportunity ... a few years out,\" Bernstein's Stacy Rasgon wrote on Monday.He wrote of the company's projection for a $60 billion to $90 billion serviceable addressable market in AI come fiscal 2027, based on the current lineup of hyperscale customer deployments. Management mentioned the market could be bigger if more companies in discussions with Broadcom get on board.Rasgon called Broadcom his top pick within semiconductors, touching on various elements of the company's story. As is the case for many other companies in the sector, Broadcom's core business outside of AI \"remains fairly lousy,\" according to Rasgon. But \"the core semi set-up into 2025 looks better given some signs of improvement and easy compares,\" he added.Additionally, Broadcom is \"currently killing it on VMware which (now a year into the completed deal) is markedly exceeding expectations\" on numerous fronts,\" Rasgon wrote.He's upbeat about Nvidia as well, saying that investors \"still have to be there\" when it comes to the stock.\"2025 seems likely to be an exceedingly good year,\" Rasgon said. \"We get worries on 2026 of course, but right now spending and purchase intention from customers appears off the charts (so the only ones worried seem to be investors, not the ones actually spending the money).\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382640612278688,"gmtCreate":1734395855330,"gmtModify":1734395859932,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/382640612278688","repostId":"1140403651","repostType":2,"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381560793342272,"gmtCreate":1734136760430,"gmtModify":1734136762535,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381560793342272","repostId":"2491965372","repostType":4,"repost":{"id":"2491965372","kind":"highlight","pubTimestamp":1734133888,"share":"https://ttm.financial/m/news/2491965372?lang=&edition=full_marsco","pubTime":"2024-12-14 07:51","market":"us","language":"en","title":"Marvell Technology Shares Surges 10%, Hits All-Time High of $120","url":"https://stock-news.laohu8.com/highlight/detail?id=2491965372","media":"GuruFocus.com","summary":"Marvell Technology Group jumped 10% on Friday, hitting an all-time high of $120. Investors cheer the semiconductor company's market cap of over $101 billion as it is growing confident in its strategic direction and its ability to ride the wave of high storage, processing and networking demand. A return to profitability in the near term is expected, based on a consensus of 28 analysts who recently revised their earnings expectations upward for benefits despite operating with a moderately levered balance sheet.GuruFocus has detected 7 Warning Signs with MRVL.This is after Broadcom this week revealed an annual 220% increase in the sale of AI products, sparking widespread optimism for the semiconductor industry. Marvell has received price target increases from analysts at TD Cowen and Piper Sandler for strong financial results and optimistic growth in AI tech.This article first appeared on","content":"<html><head></head><body><p>Marvell Technology Group jumped 10% on Friday, hitting an all-time high of $120. Investors cheer the semiconductor company's market cap of over $101 billion as it is growing confident in its strategic direction and its ability to ride the wave of high storage, processing and networking demand. A return to profitability in the near term is expected, based on a consensus of 28 analysts who recently revised their earnings expectations upward for benefits despite operating with a moderately levered balance sheet.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/615d52f6f0d19a9d04b4e4775b1a5819\" tg-width=\"795\" tg-height=\"812\"/></p><p>A key driver of the company's stock performance has been its focus on expanding its product portfolio, which recently launched its 1.6 Tbps optical chipset and custom high bandwidth memory (HBM) compute architecture. These advancements are designed to improve AI-driven data centres and campus data centre interconnects. Marvell also introduced the first ever 1.6 Tbps coherent-lite digital signal processor (DSP), validating the company's leadership in the growing AI market.</p><p>This is after Broadcom this week revealed an annual 220% increase in the sale of AI products, sparking widespread optimism for the semiconductor industry. Marvell has received price target increases from analysts at TD Cowen and Piper Sandler for strong financial results and optimistic growth in AI tech.<br/></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>Marvell Technology Shares Surges 10%, Hits All-Time High of $120</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\">\nMarvell Technology Shares Surges 10%, Hits All-Time High of $120\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-14 07:51 GMT+8 <a href=https://finance.yahoo.com/news/marvell-technology-shares-surges-10-160004201.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Marvell Technology Group jumped 10% on Friday, hitting an all-time high of $120. Investors cheer the semiconductor company's market cap of over $101 billion as it is growing confident in its strategic...</p>\n\n<a href=\"https://finance.yahoo.com/news/marvell-technology-shares-surges-10-160004201.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1169590202.USD":"ALLSPRING (LUX) U.S. SELECT EQUITY \"I\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","BK4588":"碎股","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU1169589451.USD":"ALLSPRING (LUX) U.S. SELECT EQUITY \"A\" (USD) ACC","BK4141":"半导体产品","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4581":"高盛持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4023":"应用软件","BK4168":"多种金属与采矿","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","MRVL":"迈威尔科技","BK4515":"5G概念","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD"},"source_url":"https://finance.yahoo.com/news/marvell-technology-shares-surges-10-160004201.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2491965372","content_text":"Marvell Technology Group jumped 10% on Friday, hitting an all-time high of $120. Investors cheer the semiconductor company's market cap of over $101 billion as it is growing confident in its strategic direction and its ability to ride the wave of high storage, processing and networking demand. A return to profitability in the near term is expected, based on a consensus of 28 analysts who recently revised their earnings expectations upward for benefits despite operating with a moderately levered balance sheet.A key driver of the company's stock performance has been its focus on expanding its product portfolio, which recently launched its 1.6 Tbps optical chipset and custom high bandwidth memory (HBM) compute architecture. These advancements are designed to improve AI-driven data centres and campus data centre interconnects. Marvell also introduced the first ever 1.6 Tbps coherent-lite digital signal processor (DSP), validating the company's leadership in the growing AI market.This is after Broadcom this week revealed an annual 220% increase in the sale of AI products, sparking widespread optimism for the semiconductor industry. Marvell has received price target increases from analysts at TD Cowen and Piper Sandler for strong financial results and optimistic growth in AI tech.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381570132832624,"gmtCreate":1734136750472,"gmtModify":1734136752490,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381570132832624","repostId":"2491846605","repostType":2,"repost":{"id":"2491846605","kind":"highlight","pubTimestamp":1734134306,"share":"https://ttm.financial/m/news/2491846605?lang=&edition=full_marsco","pubTime":"2024-12-14 07:58","market":"sg","language":"en","title":"Day-Trader Spirits Prove Hard to Kill at Market’s Riskiest Edges","url":"https://stock-news.laohu8.com/highlight/detail?id=2491846605","media":"Bloomberg","summary":"A five-day runup in Treasury yields finally tamped down the post-election fervor in big US stocks this week. Not so at the market’s speculative edges, where Bitcoin and its memed-up cousins keep testing the limits of speculative zeal.","content":"<html><head></head><body><ul style=\"\"><li><p>Bitcoin, meme tokens, speculative stocks continue to surge</p></li><li><p>Momentum elsewhere recedes as S&P 500 edges lower on week</p></li></ul><p>A five-day runup in Treasury yields finally tamped down the post-election fervor in big US stocks this week. Not so at the market’s speculative edges, where Bitcoin and its memed-up cousins keep testing the limits of speculative zeal.</p><p>As they have for more than a month, gambler spirits raged along the fringe, pushing Bitcoin back above $100,000, sending Michael Saylor’s <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a> Inc. past $400 and igniting a rally in a crypto token called “fartcoin” that saw its market value swell above $700 million. The rally happened as Donald Trump went to the New York Stock Exchange and promised to “do something great with crypto” when president.</p><p>Gains like those underline the staying power of the day-trader set in a week when the major US equity benchmarks posted their smallest moves since Trump was voted back into office. The jump in US 10-year yields, which at 24 basis points was biggest of the year, did nothing to discourage speculators. Besides pumping up crypto, they continued to plow money into levered—up exchange-traded funds and anything to do with Elon Musk.</p><p>“It is just boredom and excess liquidity,” said Vincent Deluard, director for Global Macro at StoneX. With excitement from the election waning, “it’s more fun to inflate a bubble in meme coins, the best symbol of which is fartcoin, whose market cap is now greater than that of 50% of US-listed companies.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/979d2f38c8789ca598e2463894795ef4\" tg-width=\"1200\" tg-height=\"675\"/></p><p>Meme traders held fast amid a fairly dismal week for conventional risk taking that saw various longstanding trades come under pressure. A long-short Morgan Stanley basket tracking momentum stocks slid nearly 3.5% over the five days, its third-worst week this year. The Russell 2000 and an index of tech companies that have yet to generate profits both fell nearly 3%.</p><p>The S&P 500 snapped a three-week string of gains with a 0.6% drop. Breadth also deteriorated, with less than a half of the index’s constituents trading above their 50-day moving average. The biggest long-dated Treasuries ETF had its worst week this year, tumbling more than 4%.</p><p>But outside the more buttoned-up parts of the market, the trading frenzy is still going full bore. Bitcoin, which gave hints of weakness Tuesday when it dipped below $95,000, quickly righted itself to post a sixth straight weekly advance. Rallying alongside the largest digital asset was a panoply of more dubious meme tokens.</p><p>The dominance of little-guy investors in the market continues to assert itself. One proxy, the volume of trading done on off-exchange venues such as those run by equity wholesalers serving clients like <a href=\"https://laohu8.com/S/HOOD\">Robinhood</a> Markets Inc., has jumped to well above 50%, recently hitting a record.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a308f44ba2a75bf5e6cc08cfa03d0832\" tg-width=\"1200\" tg-height=\"675\"/></p><p>Almost everything Elon Musk surged. Tesla Inc.’s shares added another 12%, bringing the increase in its market cap to more than $500 billion since the election. A closed-end fund called <a href=\"https://laohu8.com/S/DXYZ\">Destiny Tech100 Inc</a>., which has soared more than 500% since the election in part due to exposure to Musk’s privately held SpaceX, also rose, pushing its market value to more than 10 times its stated net assets.</p><p>“The markets still have their animal spirits, but it’s getting more selective,” said Marvin Loh, senior macro strategist at State Street Global Markets. “Without an additional catalyst, the more esoteric names are more vulnerable.”</p><p>One sign of a stretched market: A gauge of risk-on positioning and sentiment kept by Goldman Sachs Group Inc., which plots flows to everything from equity futures to bullish stock options, just hit the highest level since 2018, with more than half its indicators at notably elevated levels. Similar readings have preceded a pullback.</p><p>“Our aggregate positioning and sentiment indicator has reached the 70th percentile despite macro data improving only marginally so far,” said Christian Mueller-Glissmann, head of asset allocation research at Goldman Sachs. “Historically a similarly elevated positioning and sentiment indicator pointed to a speed limit for equity returns.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c962986bf321a0eca53cafed4e0cd20f\" tg-width=\"973\" tg-height=\"566\"/></p><p>Wall Street has held off on big bets ahead of the Federal Reserve’s policy meeting next week, at which policymakers are expected to push through a quarter-point rate cut. The view isn’t unanimous, though: Deutsche Bank AG and BNP Paribas forecast no more Fed action this year. Monetary easing is also seen slowing next year by more than officials had projected three months ago, with a majority of economists predicting just three reductions in 2025.</p><p>Dan Suzuki, deputy chief investment officer at Richard Bernstein Advisors, says that while a December rate cut is part of the risk-on narrative, it probably won’t be enough to keep the party going on its own.</p><p>“Unless Powell has a very dovish tone, I wouldn’t expect it to be a big near-term catalyst,” said Suzuki. “But it provides some downside support for markets.”</p></body></html>","source":"bnn_bloomberg_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>Day-Trader Spirits Prove Hard to Kill at Market’s Riskiest Edges</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\">\nDay-Trader Spirits Prove Hard to Kill at Market’s Riskiest Edges\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-14 07:58 GMT+8 <a href=https://www.bnnbloomberg.ca/investing/2024/12/13/day-trader-spirits-prove-hard-to-kill-at-markets-riskiest-edges/><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bitcoin, meme tokens, speculative stocks continue to surgeMomentum elsewhere recedes as S&P 500 edges lower on weekA five-day runup in Treasury yields finally tamped down the post-election fervor in ...</p>\n\n<a href=\"https://www.bnnbloomberg.ca/investing/2024/12/13/day-trader-spirits-prove-hard-to-kill-at-markets-riskiest-edges/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC",".DJI":"道琼斯","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","BK4550":"红杉资本持仓","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4588":"碎股",".IXIC":"NASDAQ Composite","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD",".SPX":"S&P 500 Index","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU2237443465.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","BK4581":"高盛持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4504":"桥水持仓","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0106831901.USD":"贝莱德世界金融基金A2","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","BK4127":"投资银行业与经纪业","BK4601":"加密货币现货ETF","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC"},"source_url":"https://www.bnnbloomberg.ca/investing/2024/12/13/day-trader-spirits-prove-hard-to-kill-at-markets-riskiest-edges/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2491846605","content_text":"Bitcoin, meme tokens, speculative stocks continue to surgeMomentum elsewhere recedes as S&P 500 edges lower on weekA five-day runup in Treasury yields finally tamped down the post-election fervor in big US stocks this week. Not so at the market’s speculative edges, where Bitcoin and its memed-up cousins keep testing the limits of speculative zeal.As they have for more than a month, gambler spirits raged along the fringe, pushing Bitcoin back above $100,000, sending Michael Saylor’s MicroStrategy Inc. past $400 and igniting a rally in a crypto token called “fartcoin” that saw its market value swell above $700 million. The rally happened as Donald Trump went to the New York Stock Exchange and promised to “do something great with crypto” when president.Gains like those underline the staying power of the day-trader set in a week when the major US equity benchmarks posted their smallest moves since Trump was voted back into office. The jump in US 10-year yields, which at 24 basis points was biggest of the year, did nothing to discourage speculators. Besides pumping up crypto, they continued to plow money into levered—up exchange-traded funds and anything to do with Elon Musk.“It is just boredom and excess liquidity,” said Vincent Deluard, director for Global Macro at StoneX. With excitement from the election waning, “it’s more fun to inflate a bubble in meme coins, the best symbol of which is fartcoin, whose market cap is now greater than that of 50% of US-listed companies.”Meme traders held fast amid a fairly dismal week for conventional risk taking that saw various longstanding trades come under pressure. A long-short Morgan Stanley basket tracking momentum stocks slid nearly 3.5% over the five days, its third-worst week this year. The Russell 2000 and an index of tech companies that have yet to generate profits both fell nearly 3%.The S&P 500 snapped a three-week string of gains with a 0.6% drop. Breadth also deteriorated, with less than a half of the index’s constituents trading above their 50-day moving average. The biggest long-dated Treasuries ETF had its worst week this year, tumbling more than 4%.But outside the more buttoned-up parts of the market, the trading frenzy is still going full bore. Bitcoin, which gave hints of weakness Tuesday when it dipped below $95,000, quickly righted itself to post a sixth straight weekly advance. Rallying alongside the largest digital asset was a panoply of more dubious meme tokens.The dominance of little-guy investors in the market continues to assert itself. One proxy, the volume of trading done on off-exchange venues such as those run by equity wholesalers serving clients like Robinhood Markets Inc., has jumped to well above 50%, recently hitting a record.Almost everything Elon Musk surged. Tesla Inc.’s shares added another 12%, bringing the increase in its market cap to more than $500 billion since the election. A closed-end fund called Destiny Tech100 Inc., which has soared more than 500% since the election in part due to exposure to Musk’s privately held SpaceX, also rose, pushing its market value to more than 10 times its stated net assets.“The markets still have their animal spirits, but it’s getting more selective,” said Marvin Loh, senior macro strategist at State Street Global Markets. “Without an additional catalyst, the more esoteric names are more vulnerable.”One sign of a stretched market: A gauge of risk-on positioning and sentiment kept by Goldman Sachs Group Inc., which plots flows to everything from equity futures to bullish stock options, just hit the highest level since 2018, with more than half its indicators at notably elevated levels. Similar readings have preceded a pullback.“Our aggregate positioning and sentiment indicator has reached the 70th percentile despite macro data improving only marginally so far,” said Christian Mueller-Glissmann, head of asset allocation research at Goldman Sachs. “Historically a similarly elevated positioning and sentiment indicator pointed to a speed limit for equity returns.”Wall Street has held off on big bets ahead of the Federal Reserve’s policy meeting next week, at which policymakers are expected to push through a quarter-point rate cut. The view isn’t unanimous, though: Deutsche Bank AG and BNP Paribas forecast no more Fed action this year. Monetary easing is also seen slowing next year by more than officials had projected three months ago, with a majority of economists predicting just three reductions in 2025.Dan Suzuki, deputy chief investment officer at Richard Bernstein Advisors, says that while a December rate cut is part of the risk-on narrative, it probably won’t be enough to keep the party going on its own.“Unless Powell has a very dovish tone, I wouldn’t expect it to be a big near-term catalyst,” said Suzuki. “But it provides some downside support for markets.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381359419519112,"gmtCreate":1734136738228,"gmtModify":1734136740053,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381359419519112","repostId":"1167065018","repostType":2,"repost":{"id":"1167065018","kind":"news","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":1734136122,"share":"https://ttm.financial/m/news/1167065018?lang=&edition=full_marsco","pubTime":"2024-12-14 08:28","market":"us","language":"en","title":"SGX Weekly Review|Top Glove Soared 7.5%; YZJ Shipbldg Rallied 7% and Singtel Rose 3.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1167065018","media":"TigerNews SG","summary":"Market SnapshotSingapore stocks rose this week, with the STI up 0.37% as China pledged further monetary easing to brace itself for more trade tensions with the United States.$Top Glove(BVA.SI)$ soare","content":"<html><head></head><body><h2 id=\"id_601152168\">Market Snapshot</h2><p>Singapore stocks rose this week, with the STI up 0.37% as China pledged further monetary easing to brace itself for more trade tensions with the United States.</p><p><a href=\"https://laohu8.com/S/BVA.SI\">Top Glove</a> soared 7.5%; $YZJ Shipbldg(BS6.SI) rallied 7%; <a href=\"https://laohu8.com/S/Z74.SI\">Singtel</a> rose 3.6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0aa79477a371a8fd0a2151272b8f6798\" tg-width=\"1080\" tg-height=\"1820\"/></p><h2 id=\"id_2904790664\">Market News</h2><p><strong>Top Glove Trims Attributable Loss in Fiscal 2024</strong></p><p>Top Glove (SGX:BVA) reported a lower loss attributable to owners of the parent for the year ended Aug. 31 of 64.9 million ringgit, compared to 925.2 million ringgit a year earlier, a filing with the Singapore Exchange said on Wednesday.</p><p>Basic loss per share came in at 0.008 ringgit compared with 0.116 ringgit a year earlier. Revenue rose to 2.51 billion ringgit from 2.26 billion ringgit in the year-ago period, mainly due to increased sales volume.</p><h3 id=\"id_446982109\">Singapore’s Resident Employment Rebounds in Q3</h3><p>Resident employment in Singapore rose by 4,000 in the third quarter of 2024, reversing from a seasonal decline in Q2, driven by strong hiring in outward-oriented sectors such as information and communications, professional services and financial services.</p><p style=\"text-align: start;\">Non-resident employment rose by 18,200, primarily due to the hiring of work permit holders in construction and manufacturing, based on the Ministry of Manpower’s (MOM) quarterly <em>Labour Market Report</em> released on Monday (Dec 9).</p><p style=\"text-align: start;\">Employment among S Pass holders also rose in Q3 after declines in the previous two quarters, with financial services and health and social services contributing to this growth.</p><h3 id=\"id_2283259886\" style=\"text-align: start;\">Singapore’s Cautious Wealth Fund Takes More Private Markets Risk</h3><p>After Sam Bankman-Fried started the FTX cryptocurrency exchange in 2019, his company spent countless hours trying to woo GIC Pte Ltd., Singapore’s sovereign wealth fund. As FTX worked back channels via power brokers and attempted to land introductions from other investors, GIC had four opportunities to buy in, according to people familiar with the matter.</p><p style=\"text-align: start;\">Although storied venture capital firms such as Sequoia Capital, as well as the massive Ontario Teachers’ Pension Plan and fellow Singapore state-owned investor Temasek Holdings Pte Ltd., eventually backed the flashy startup, GIC decided to do its own homework. One of its Singaporean analysts noticed FTX’s money seemed to flow through a separate entity called Alameda Research. Many red flags later, a GIC executive sent around a strongly worded letter declaring it a fraud and the work of a con man, two of the people say. The checkbook was closed, well ahead of FTX’s dramatic demise.</p><h3 id=\"id_3283663753\">Singapore Economists See Growth of 3.6% in 2024, Monetary Policy Unchanged in January</h3><p>Singapore's economy will grow 3.6% this year, up from a previous forecast of 2.6% expansion, while monetary policy settings are expected to remain unchanged at an upcoming review in January, a survey by the central bank showed on Wednesday.</p><p>The median forecast of 25 economists surveyed by the Monetary Authority of Singapore expect growth of 3.1% in the final quarter of 2024 and 2.6% growth for the whole of 2025.</p><p>Last month, the trade ministry raised its GDP growth forecast for 2024 to 3.5% from a previous range of 2.0% to 3.0%, after third-quarter growth surpassed estimates at 5.4%.</p><p>A majority of economists surveyed expect the MAS to maintain its current monetary policy in its quarterly reviews in January, April and July.</p><p></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>SGX Weekly Review|Top Glove Soared 7.5%; YZJ Shipbldg Rallied 7% and Singtel Rose 3.6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSGX Weekly Review|Top Glove Soared 7.5%; YZJ Shipbldg Rallied 7% and Singtel Rose 3.6%\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\">2024-12-14 08:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_601152168\">Market Snapshot</h2><p>Singapore stocks rose this week, with the STI up 0.37% as China pledged further monetary easing to brace itself for more trade tensions with the United States.</p><p><a href=\"https://laohu8.com/S/BVA.SI\">Top Glove</a> soared 7.5%; $YZJ Shipbldg(BS6.SI) rallied 7%; <a href=\"https://laohu8.com/S/Z74.SI\">Singtel</a> rose 3.6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0aa79477a371a8fd0a2151272b8f6798\" tg-width=\"1080\" tg-height=\"1820\"/></p><h2 id=\"id_2904790664\">Market News</h2><p><strong>Top Glove Trims Attributable Loss in Fiscal 2024</strong></p><p>Top Glove (SGX:BVA) reported a lower loss attributable to owners of the parent for the year ended Aug. 31 of 64.9 million ringgit, compared to 925.2 million ringgit a year earlier, a filing with the Singapore Exchange said on Wednesday.</p><p>Basic loss per share came in at 0.008 ringgit compared with 0.116 ringgit a year earlier. Revenue rose to 2.51 billion ringgit from 2.26 billion ringgit in the year-ago period, mainly due to increased sales volume.</p><h3 id=\"id_446982109\">Singapore’s Resident Employment Rebounds in Q3</h3><p>Resident employment in Singapore rose by 4,000 in the third quarter of 2024, reversing from a seasonal decline in Q2, driven by strong hiring in outward-oriented sectors such as information and communications, professional services and financial services.</p><p style=\"text-align: start;\">Non-resident employment rose by 18,200, primarily due to the hiring of work permit holders in construction and manufacturing, based on the Ministry of Manpower’s (MOM) quarterly <em>Labour Market Report</em> released on Monday (Dec 9).</p><p style=\"text-align: start;\">Employment among S Pass holders also rose in Q3 after declines in the previous two quarters, with financial services and health and social services contributing to this growth.</p><h3 id=\"id_2283259886\" style=\"text-align: start;\">Singapore’s Cautious Wealth Fund Takes More Private Markets Risk</h3><p>After Sam Bankman-Fried started the FTX cryptocurrency exchange in 2019, his company spent countless hours trying to woo GIC Pte Ltd., Singapore’s sovereign wealth fund. As FTX worked back channels via power brokers and attempted to land introductions from other investors, GIC had four opportunities to buy in, according to people familiar with the matter.</p><p style=\"text-align: start;\">Although storied venture capital firms such as Sequoia Capital, as well as the massive Ontario Teachers’ Pension Plan and fellow Singapore state-owned investor Temasek Holdings Pte Ltd., eventually backed the flashy startup, GIC decided to do its own homework. One of its Singaporean analysts noticed FTX’s money seemed to flow through a separate entity called Alameda Research. Many red flags later, a GIC executive sent around a strongly worded letter declaring it a fraud and the work of a con man, two of the people say. The checkbook was closed, well ahead of FTX’s dramatic demise.</p><h3 id=\"id_3283663753\">Singapore Economists See Growth of 3.6% in 2024, Monetary Policy Unchanged in January</h3><p>Singapore's economy will grow 3.6% this year, up from a previous forecast of 2.6% expansion, while monetary policy settings are expected to remain unchanged at an upcoming review in January, a survey by the central bank showed on Wednesday.</p><p>The median forecast of 25 economists surveyed by the Monetary Authority of Singapore expect growth of 3.1% in the final quarter of 2024 and 2.6% growth for the whole of 2025.</p><p>Last month, the trade ministry raised its GDP growth forecast for 2024 to 3.5% from a previous range of 2.0% to 3.0%, after third-quarter growth surpassed estimates at 5.4%.</p><p>A majority of economists surveyed expect the MAS to maintain its current monetary policy in its quarterly reviews in January, April and July.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BVA.SI":"顶级手套有限公司","BS6.SI":"扬子江船业","Z74.SI":"新电信"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167065018","content_text":"Market SnapshotSingapore stocks rose this week, with the STI up 0.37% as China pledged further monetary easing to brace itself for more trade tensions with the United States.Top Glove soared 7.5%; $YZJ Shipbldg(BS6.SI) rallied 7%; Singtel rose 3.6%.Market NewsTop Glove Trims Attributable Loss in Fiscal 2024Top Glove (SGX:BVA) reported a lower loss attributable to owners of the parent for the year ended Aug. 31 of 64.9 million ringgit, compared to 925.2 million ringgit a year earlier, a filing with the Singapore Exchange said on Wednesday.Basic loss per share came in at 0.008 ringgit compared with 0.116 ringgit a year earlier. Revenue rose to 2.51 billion ringgit from 2.26 billion ringgit in the year-ago period, mainly due to increased sales volume.Singapore’s Resident Employment Rebounds in Q3Resident employment in Singapore rose by 4,000 in the third quarter of 2024, reversing from a seasonal decline in Q2, driven by strong hiring in outward-oriented sectors such as information and communications, professional services and financial services.Non-resident employment rose by 18,200, primarily due to the hiring of work permit holders in construction and manufacturing, based on the Ministry of Manpower’s (MOM) quarterly Labour Market Report released on Monday (Dec 9).Employment among S Pass holders also rose in Q3 after declines in the previous two quarters, with financial services and health and social services contributing to this growth.Singapore’s Cautious Wealth Fund Takes More Private Markets RiskAfter Sam Bankman-Fried started the FTX cryptocurrency exchange in 2019, his company spent countless hours trying to woo GIC Pte Ltd., Singapore’s sovereign wealth fund. As FTX worked back channels via power brokers and attempted to land introductions from other investors, GIC had four opportunities to buy in, according to people familiar with the matter.Although storied venture capital firms such as Sequoia Capital, as well as the massive Ontario Teachers’ Pension Plan and fellow Singapore state-owned investor Temasek Holdings Pte Ltd., eventually backed the flashy startup, GIC decided to do its own homework. One of its Singaporean analysts noticed FTX’s money seemed to flow through a separate entity called Alameda Research. Many red flags later, a GIC executive sent around a strongly worded letter declaring it a fraud and the work of a con man, two of the people say. The checkbook was closed, well ahead of FTX’s dramatic demise.Singapore Economists See Growth of 3.6% in 2024, Monetary Policy Unchanged in JanuarySingapore's economy will grow 3.6% this year, up from a previous forecast of 2.6% expansion, while monetary policy settings are expected to remain unchanged at an upcoming review in January, a survey by the central bank showed on Wednesday.The median forecast of 25 economists surveyed by the Monetary Authority of Singapore expect growth of 3.1% in the final quarter of 2024 and 2.6% growth for the whole of 2025.Last month, the trade ministry raised its GDP growth forecast for 2024 to 3.5% from a previous range of 2.0% to 3.0%, after third-quarter growth surpassed estimates at 5.4%.A majority of economists surveyed expect the MAS to maintain its current monetary policy in its quarterly reviews in January, April and July.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381577297011024,"gmtCreate":1734136731353,"gmtModify":1734136733288,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381577297011024","repostId":"1104430138","repostType":2,"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381560606896536,"gmtCreate":1734136724261,"gmtModify":1734136727954,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381560606896536","repostId":"1183776490","repostType":2,"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380625136758920,"gmtCreate":1733953981747,"gmtModify":1733953983599,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380625136758920","repostId":"1105209064","repostType":2,"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380624821993832,"gmtCreate":1733953970888,"gmtModify":1733953972939,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380624821993832","repostId":"2490860900","repostType":2,"repost":{"id":"2490860900","kind":"live","pubTimestamp":1733936587,"share":"https://ttm.financial/m/news/2490860900?lang=&edition=full_marsco","pubTime":"2024-12-12 01:03","market":"us","language":"en","title":"Nasdaq Hits 20,000 Points for the First Time, Last up 1.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2490860900","media":"THOMSON REUTERS","summary":"Nasdaq Hits 20,000 Points for the First Time, Last up 1.6%","content":"<html><head></head><body><p>Nasdaq Hits 20,000 Points for the First Time, Last up 1.6%</p></body></html>","source":"reuters_en_live","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 Hits 20,000 Points for the First Time, Last up 1.6%</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{ 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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 Hits 20,000 Points for the First Time, Last up 1.6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-12 01:03 GMT+8 <a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241211:nL4N3NB0RG:1><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nasdaq Hits 20,000 Points for the First Time, Last up 1.6%</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241211:nL4N3NB0RG:1\">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"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241211:nL4N3NB0RG:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2490860900","content_text":"Nasdaq Hits 20,000 Points for the First Time, Last up 1.6%","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380624989745288,"gmtCreate":1733953945855,"gmtModify":1733953948462,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380624989745288","repostId":"1134833608","repostType":2,"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380563591811616,"gmtCreate":1733953933633,"gmtModify":1733953937944,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> thanks ","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> thanks ","text":"$Tesla Motors(TSLA)$ thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380563591811616","repostId":"1192789385","repostType":2,"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379133014896912,"gmtCreate":1733613076039,"gmtModify":1733613077941,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379133014896912","repostId":"2489647922","repostType":2,"repost":{"id":"2489647922","kind":"highlight","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":1733528400,"share":"https://ttm.financial/m/news/2489647922?lang=&edition=full_marsco","pubTime":"2024-12-07 07:40","market":"us","language":"en","title":"Palantir, Anduril Sign Partnership for AI Training in Defense","url":"https://stock-news.laohu8.com/highlight/detail?id=2489647922","media":"Reuters","summary":"Dec 6 (Reuters) - Data analytics firm Palantir Technologies and defense tech company Anduril Industries have partnered to use defense data for artificial intelligence training, the companies said on F","content":"<html><head></head><body><p>Dec 6 (Reuters) - Data analytics firm Palantir Technologies and defense tech company Anduril Industries have partnered to use defense data for artificial intelligence training, the companies said on Friday.</p><p>Shares of Palantir rose more than 6% on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7698c98cbc439ab6f32640db87091e5\" tg-width=\"534\" tg-height=\"150\"/></p><p>The partnership will leverage Palantir's AI platform to structure, label and prepare defense data for training to deploy those models onto national security systems, while Anduril's systems will aid in the retention and distribution of government defense data.</p><p>Companies across sectors have increasingly shifted focus toward AI to automate their workflows. However, its application in defense is still nascent, as data needed to train models in the sector is sometimes sensitive.</p><p>"U.S. companies are developing world-leading models but struggling to deploy them at scale with government partners for defense applications," the companies said.</p><p>The partnership comes days after Anduril announced a partnership with ChatGPT-maker OpenAI aimed at developing and deploying advanced AI solutions for national security missions.</p><p>Founded in 2017, Anduril offers autonomous solutions across a wide range of defense operations and also has experience automating robotic systems in tactical areas.</p><p>Palantir, one of the largest beneficiaries of the GenAI boom, has seen strong spending from governments and rising demand for its software services from businesses looking to adopt the technology.</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>Palantir, Anduril Sign Partnership for AI Training in Defense</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, Anduril Sign Partnership for AI Training in Defense\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\">2024-12-07 07:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dec 6 (Reuters) - Data analytics firm Palantir Technologies and defense tech company Anduril Industries have partnered to use defense data for artificial intelligence training, the companies said on Friday.</p><p>Shares of Palantir rose more than 6% on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7698c98cbc439ab6f32640db87091e5\" tg-width=\"534\" tg-height=\"150\"/></p><p>The partnership will leverage Palantir's AI platform to structure, label and prepare defense data for training to deploy those models onto national security systems, while Anduril's systems will aid in the retention and distribution of government defense data.</p><p>Companies across sectors have increasingly shifted focus toward AI to automate their workflows. However, its application in defense is still nascent, as data needed to train models in the sector is sometimes sensitive.</p><p>"U.S. companies are developing world-leading models but struggling to deploy them at scale with government partners for defense applications," the companies said.</p><p>The partnership comes days after Anduril announced a partnership with ChatGPT-maker OpenAI aimed at developing and deploying advanced AI solutions for national security missions.</p><p>Founded in 2017, Anduril offers autonomous solutions across a wide range of defense operations and also has experience automating robotic systems in tactical areas.</p><p>Palantir, one of the largest beneficiaries of the GenAI boom, has seen strong spending from governments and rising demand for its software services from businesses looking to adopt the technology.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4588":"碎股","BK4023":"应用软件","BK4585":"ETF&股票定投概念","BK4547":"WSB热门概念","BK4543":"AI","PLTR":"Palantir Technologies Inc."},"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":"2489647922","content_text":"Dec 6 (Reuters) - Data analytics firm Palantir Technologies and defense tech company Anduril Industries have partnered to use defense data for artificial intelligence training, the companies said on Friday.Shares of Palantir rose more than 6% on Friday.The partnership will leverage Palantir's AI platform to structure, label and prepare defense data for training to deploy those models onto national security systems, while Anduril's systems will aid in the retention and distribution of government defense data.Companies across sectors have increasingly shifted focus toward AI to automate their workflows. However, its application in defense is still nascent, as data needed to train models in the sector is sometimes sensitive.\"U.S. companies are developing world-leading models but struggling to deploy them at scale with government partners for defense applications,\" the companies said.The partnership comes days after Anduril announced a partnership with ChatGPT-maker OpenAI aimed at developing and deploying advanced AI solutions for national security missions.Founded in 2017, Anduril offers autonomous solutions across a wide range of defense operations and also has experience automating robotic systems in tactical areas.Palantir, one of the largest beneficiaries of the GenAI boom, has seen strong spending from governments and rising demand for its software services from businesses looking to adopt the technology.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379475935891784,"gmtCreate":1733613045316,"gmtModify":1733613047299,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379475935891784","repostId":"1157638594","repostType":2,"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379240110968872,"gmtCreate":1733612968269,"gmtModify":1733612972326,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379240110968872","repostId":"1164999091","repostType":4,"repost":{"id":"1164999091","kind":"news","pubTimestamp":1733574663,"share":"https://ttm.financial/m/news/1164999091?lang=&edition=full_marsco","pubTime":"2024-12-07 20:31","market":"other","language":"en","title":"South Korea’s Yoon Survives Impeachment After Martial Law Fiasco","url":"https://stock-news.laohu8.com/highlight/detail?id=1164999091","media":"Bloomberg","summary":"South Korean President Yoon Suk Yeol survived an impeachment vote on Saturday, as his ruling party refused to join an opposition bid to oust him after he shocked the nation by briefly declaring martia","content":"<html><head></head><body><p>South Korean President Yoon Suk Yeol survived an impeachment vote on Saturday, as his ruling party refused to join an opposition bid to oust him after he shocked the nation by briefly declaring martial law.</p><p style=\"text-align: start;\">The impeachment vote failed to clear the 200-vote hurdle needed to suspend the president from duties, after the ruling party boycotted the vote. A lengthy standoff followed as the opposition waited for ruling party members to change their minds and vote. Despite some of them doing so it became clear the motion wouldn’t pass.</p><p>The opposition, which controls a majority in the legislative body, has said it will push quickly for another vote.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6f43edf3da3fe433fd484c81ed1a1a9c\" alt=\"Kim Sang-wook is greeted by opposition lawmakers after he returned to the main chamber to cast his vote.Photographer: Woohae Cho/Bloomberg\" title=\"Kim Sang-wook is greeted by opposition lawmakers after he returned to the main chamber to cast his vote.Photographer: Woohae Cho/Bloomberg\" tg-width=\"1607\" tg-height=\"1071\"/><span>Kim Sang-wook is greeted by opposition lawmakers after he returned to the main chamber to cast his vote.Photographer: Woohae Cho/Bloomberg</span></p><p>The attempt to oust the president came after Yoon, 63, shook markets and surprised world leaders by declaring martial law for the first time since South Korea became a democracy nearly four decades ago. He rescinded the order six hours later after lawmakers raced to the National Assembly and voted down the decree.</p><p style=\"text-align: start;\">The opposition bloc needed only eight votes from the ruling People Power Party to impeach Yoon. But Yoon’s conservatives refused to vote in favor of the motion, a move that would’ve likely handed their political opponents a big win in an early election that would have followed if he was removed.</p><p style=\"text-align: start;\">The impeachment bid looked set to fail much earlier Saturday evening when members of the People Power Party left the National Assembly without voting. But before casting their ballots, opposition members together called on each member of the People Power Party by name to return to vote.</p><p style=\"text-align: start;\">“This incident will be written in our history, one that’s been built by the blood and sweat of our people,” parliamentary speaker Woo Won-shik said, as he urged ruling party lawmakers to return to the chamber and vote. “The head of a conservative group cannot speak alone for individuals’ consciences and values.”</p><p style=\"text-align: start;\">In an unexpected twist, two of them did, adding to the one PPP member who already voted. That emboldened the opposition to leave proceedings at a standstill with several hours remaining before the 72-hour limit for the voting period was due to expire.</p><p style=\"text-align: start;\">The votes by the three PPP members had prompted protesters outside the National Assembly to chant “five more to go.” As of 7 p.m., police estimated at least 100,000 people were gathered near the parliament to demand Yoon’s impeachment, compared with 18,000 Yoon supporters gathered near Gwanghwamun as of 6 p.m., according to Yonhap News.</p><p style=\"text-align: start;\">But the chances of the impeachment failing strengthened when one of the ruling party members who cast a ballot said he voted against it.</p><p style=\"text-align: start;\">The crowds started to thin as the likely result became clearer, the temperature dropped and food stalls started packing up having sold out of refreshments.<br/></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>South Korea’s Yoon Survives Impeachment After Martial Law Fiasco</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\">\nSouth Korea’s Yoon Survives Impeachment After Martial Law Fiasco\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-07 20:31 GMT+8 <a href=https://www.bloomberg.com/news/articles/2024-12-07/south-korea-impeachment-vote-drags-on-after-ruling-party-boycott?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>South Korean President Yoon Suk Yeol survived an impeachment vote on Saturday, as his ruling party refused to join an opposition bid to oust him after he shocked the nation by briefly declaring ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-12-07/south-korea-impeachment-vote-drags-on-after-ruling-party-boycott?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2024-12-07/south-korea-impeachment-vote-drags-on-after-ruling-party-boycott?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164999091","content_text":"South Korean President Yoon Suk Yeol survived an impeachment vote on Saturday, as his ruling party refused to join an opposition bid to oust him after he shocked the nation by briefly declaring martial law.The impeachment vote failed to clear the 200-vote hurdle needed to suspend the president from duties, after the ruling party boycotted the vote. A lengthy standoff followed as the opposition waited for ruling party members to change their minds and vote. Despite some of them doing so it became clear the motion wouldn’t pass.The opposition, which controls a majority in the legislative body, has said it will push quickly for another vote.Kim Sang-wook is greeted by opposition lawmakers after he returned to the main chamber to cast his vote.Photographer: Woohae Cho/BloombergThe attempt to oust the president came after Yoon, 63, shook markets and surprised world leaders by declaring martial law for the first time since South Korea became a democracy nearly four decades ago. He rescinded the order six hours later after lawmakers raced to the National Assembly and voted down the decree.The opposition bloc needed only eight votes from the ruling People Power Party to impeach Yoon. But Yoon’s conservatives refused to vote in favor of the motion, a move that would’ve likely handed their political opponents a big win in an early election that would have followed if he was removed.The impeachment bid looked set to fail much earlier Saturday evening when members of the People Power Party left the National Assembly without voting. But before casting their ballots, opposition members together called on each member of the People Power Party by name to return to vote.“This incident will be written in our history, one that’s been built by the blood and sweat of our people,” parliamentary speaker Woo Won-shik said, as he urged ruling party lawmakers to return to the chamber and vote. “The head of a conservative group cannot speak alone for individuals’ consciences and values.”In an unexpected twist, two of them did, adding to the one PPP member who already voted. That emboldened the opposition to leave proceedings at a standstill with several hours remaining before the 72-hour limit for the voting period was due to expire.The votes by the three PPP members had prompted protesters outside the National Assembly to chant “five more to go.” As of 7 p.m., police estimated at least 100,000 people were gathered near the parliament to demand Yoon’s impeachment, compared with 18,000 Yoon supporters gathered near Gwanghwamun as of 6 p.m., according to Yonhap News.But the chances of the impeachment failing strengthened when one of the ruling party members who cast a ballot said he voted against it.The crowds started to thin as the likely result became clearer, the temperature dropped and food stalls started packing up having sold out of refreshments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378884277178856,"gmtCreate":1733526514177,"gmtModify":1733526516137,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378884277178856","repostId":"1147749483","repostType":4,"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378884233171232,"gmtCreate":1733526503018,"gmtModify":1733526505131,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378884233171232","repostId":"1109635977","repostType":2,"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378884195180808,"gmtCreate":1733526492999,"gmtModify":1733526494671,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378884195180808","repostId":"1140936031","repostType":2,"repost":{"id":"1140936031","kind":"news","pubTimestamp":1733498042,"share":"https://ttm.financial/m/news/1140936031?lang=&edition=full_marsco","pubTime":"2024-12-06 23:14","market":"us","language":"en","title":"Top Calls on Wall Street: Shopify, Peloton, HP Enterprise, Dollar General and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1140936031","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 Upgrades:Loop Ca","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's research calls that investors need to know, as compiled by The Fly.</p><p style=\"text-align: start;\"><strong>Top Upgrades:</strong></p><ul style=\"\"><li><p>Loop Capital upgraded<strong> Shopify</strong> (SHOP) to Buy from Hold with a price target of $140, up from $110, implying 23% upside from current levels. The firm believes investors are under-appreciating how Shopify is utilizing artificial intelligence to not only better serve its merchants but also internally.</p></li><li><p>Citi upgraded <strong>HP Enterprise</strong> (HPE) to Buy from Neutral with a price target of $26, up from $23. The firm expects the company to benefit from improving demand in mainstream server and enterprise networking, expanding enterprise artificial intelligence opportunities and a narrowing valuation gap versus peers.</p></li><li><p>UBS upgraded <strong>Peloton</strong> (PTON) to Neutral from Sell with a price target of $10, up from $2.50. The firm sees the company's EBITDA being supported from further cost cutting beyond the announced $200M, driven mostly by lower operating expenditures.</p></li><li><p>BofA double upgraded <strong>Dollar General</strong> (DG) to Buy from Underperform with an unchanged price target of $95, citing multiple early signs that the company's "Back-to-Basics" strategy is working.</p></li></ul><p style=\"text-align: start;\"><strong>Top 5 Downgrades:</strong></p><ul style=\"\"><li><p>Jefferies downgraded <strong>Deere </strong>(DE) to Hold from Buy with an unchanged $510 price target as part of a broader research note previewing 2025 for the Machinery and Industrial sector.</p></li><li><p>Craig-Hallum downgraded <strong>Smith & Wesson Brands</strong> (SWBI) to Hold from Buy with a price target of $13, down from $18. The firearms market has entered a "digestion period" after years of increased buying patterns, says the firm, which sees cooler industry-wide firearm demand and increased promotions leaving a "more challenging near-term financial profile." Lake Street also downgraded Smith & Wesson Brands to Hold from Buy with a price target of $13, down from $18.</p></li><li><p>BMO Capital downgraded <strong>Prologis</strong> (PLD) to Underperform from Market Perform with a price target of $104, down from $120. Prologis is a "world-class company with a moat business," but its valuation screens expensive, the analyst tells investors in a research note.</p></li><li><p>BofA downgraded <strong>Liberty Global</strong> (LBTYA) to Underperform from Neutral with a price target of $12.60, down from $13.10. Among Liberty's five strategic initiatives announced earlier this year, the spin of Sunrise had the most potential to unlock value, but with that spin now complete and with Liberty trading "ex," the firm thinks the remaining initiatives are less convincing and come with more execution risk.</p></li><li><p>Sidoti downgraded <strong>SPX Technologies</strong> (SPXC) to Neutral from Buy with a price target of $175, down from $187. Based on commentary from management at the firm's investor conference, the analyst moderates the firm's Detection & Measurement revenue growth forecast and trimmed the firm's 2025 and 2026 EPS forecasts to $6.03 and $6.86, respectively.</p></li></ul><p style=\"text-align: start;\"><strong>Top 5 Initiations:</strong></p><ul style=\"\"><li><p>Needham initiated coverage of <strong>Constellation Brands</strong> (STZ) with a Buy rating and $280 price target. The firm sees the company as the best name in the Beverage space from a fundamental perspective.</p></li><li><p>Needham initiated coverage of <strong>Monster Beverage</strong> (MNST) with a Hold rating and no price target. While stating that there is "a lot to like" about the story, the firm is still cautious on the long-term sustainability of a U.S. recovery.</p></li><li><p>Raymond James initiated coverage of <strong>Abercrombie & Fitch</strong> (ANF) with an Outperform rating and $180 price target. Abercrombie & Fitch has significantly revamped its business over the past few years by improving product, widening its customer aperture, closing underperforming stores, and improving digital and store experience, the analyst tells investors in a research note.</p></li><li><p>UBS initiated coverage of <strong>Glaukos</strong> (GKOS) with a Buy rating and $182 price target. While the shares trade at a high multiple versus peers, the premium is warranted by Glaukos' "top-tier" growth profile, which has sales estimates tilted to the upside, the analyst tells investors in a research note.</p></li><li><p>Oppenheimer initiated coverage of <strong>Sagimet Biosciences</strong> (SGMT) with an Outperform rating and $30 price target. The firm sees an "underappreciated opportunity" for the company's lead asset denifanstat, a first-in-class fatty acid synthase inhibitor, in metabolic dysfunction-associated steatohepatitis, which it notes is expected to reach $15B in market potential.</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: Shopify, Peloton, HP Enterprise, Dollar General 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: Shopify, Peloton, HP Enterprise, Dollar General and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-06 23:14 GMT+8 <a href=https://thefly.com/landingPageNews.php?id=4034358&headline=SHOP;HOOD;HPE;PTON;DG;DE;SWBI;PLD;LBTYA;SPXC;STZ;MNST;ANF;GKOS;SGMT-Shopify-upgraded-Deere-downgaded-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 Upgrades:Loop ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=4034358&headline=SHOP;HOOD;HPE;PTON;DG;DE;SWBI;PLD;LBTYA;SPXC;STZ;MNST;ANF;GKOS;SGMT-Shopify-upgraded-Deere-downgaded-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":{},"source_url":"https://thefly.com/landingPageNews.php?id=4034358&headline=SHOP;HOOD;HPE;PTON;DG;DE;SWBI;PLD;LBTYA;SPXC;STZ;MNST;ANF;GKOS;SGMT-Shopify-upgraded-Deere-downgaded-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":"1140936031","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 Upgrades:Loop Capital upgraded Shopify (SHOP) to Buy from Hold with a price target of $140, up from $110, implying 23% upside from current levels. The firm believes investors are under-appreciating how Shopify is utilizing artificial intelligence to not only better serve its merchants but also internally.Citi upgraded HP Enterprise (HPE) to Buy from Neutral with a price target of $26, up from $23. The firm expects the company to benefit from improving demand in mainstream server and enterprise networking, expanding enterprise artificial intelligence opportunities and a narrowing valuation gap versus peers.UBS upgraded Peloton (PTON) to Neutral from Sell with a price target of $10, up from $2.50. The firm sees the company's EBITDA being supported from further cost cutting beyond the announced $200M, driven mostly by lower operating expenditures.BofA double upgraded Dollar General (DG) to Buy from Underperform with an unchanged price target of $95, citing multiple early signs that the company's \"Back-to-Basics\" strategy is working.Top 5 Downgrades:Jefferies downgraded Deere (DE) to Hold from Buy with an unchanged $510 price target as part of a broader research note previewing 2025 for the Machinery and Industrial sector.Craig-Hallum downgraded Smith & Wesson Brands (SWBI) to Hold from Buy with a price target of $13, down from $18. The firearms market has entered a \"digestion period\" after years of increased buying patterns, says the firm, which sees cooler industry-wide firearm demand and increased promotions leaving a \"more challenging near-term financial profile.\" Lake Street also downgraded Smith & Wesson Brands to Hold from Buy with a price target of $13, down from $18.BMO Capital downgraded Prologis (PLD) to Underperform from Market Perform with a price target of $104, down from $120. Prologis is a \"world-class company with a moat business,\" but its valuation screens expensive, the analyst tells investors in a research note.BofA downgraded Liberty Global (LBTYA) to Underperform from Neutral with a price target of $12.60, down from $13.10. Among Liberty's five strategic initiatives announced earlier this year, the spin of Sunrise had the most potential to unlock value, but with that spin now complete and with Liberty trading \"ex,\" the firm thinks the remaining initiatives are less convincing and come with more execution risk.Sidoti downgraded SPX Technologies (SPXC) to Neutral from Buy with a price target of $175, down from $187. Based on commentary from management at the firm's investor conference, the analyst moderates the firm's Detection & Measurement revenue growth forecast and trimmed the firm's 2025 and 2026 EPS forecasts to $6.03 and $6.86, respectively.Top 5 Initiations:Needham initiated coverage of Constellation Brands (STZ) with a Buy rating and $280 price target. The firm sees the company as the best name in the Beverage space from a fundamental perspective.Needham initiated coverage of Monster Beverage (MNST) with a Hold rating and no price target. While stating that there is \"a lot to like\" about the story, the firm is still cautious on the long-term sustainability of a U.S. recovery.Raymond James initiated coverage of Abercrombie & Fitch (ANF) with an Outperform rating and $180 price target. Abercrombie & Fitch has significantly revamped its business over the past few years by improving product, widening its customer aperture, closing underperforming stores, and improving digital and store experience, the analyst tells investors in a research note.UBS initiated coverage of Glaukos (GKOS) with a Buy rating and $182 price target. While the shares trade at a high multiple versus peers, the premium is warranted by Glaukos' \"top-tier\" growth profile, which has sales estimates tilted to the upside, the analyst tells investors in a research note.Oppenheimer initiated coverage of Sagimet Biosciences (SGMT) with an Outperform rating and $30 price target. The firm sees an \"underappreciated opportunity\" for the company's lead asset denifanstat, a first-in-class fatty acid synthase inhibitor, in metabolic dysfunction-associated steatohepatitis, which it notes is expected to reach $15B in market potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378838703661352,"gmtCreate":1733526486126,"gmtModify":1733526488119,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378838703661352","repostId":"1131715740","repostType":2,"repost":{"id":"1131715740","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1733498511,"share":"https://ttm.financial/m/news/1131715740?lang=&edition=full_marsco","pubTime":"2024-12-06 23:21","market":"us","language":"en","title":"Ethereum Spot ETFs Rallied, Driven by a Record-Breaking Surge in Inflows","url":"https://stock-news.laohu8.com/highlight/detail?id=1131715740","media":"Stock Track","summary":"The iShares Ethereum Trust ETF surged 5.07% on Friday, driven by a record-breaking surge in inflows into Ethereum spot ETFs. According to market analysis platform Spot On Chain, US Ethereum spot ETFs have surpassed $1 billion in cumulative net inflows after just 96 trading days.The surge in ETF inflows has been fueled by a massive $434.6 million inflow on December 5th, marking the largest single-day inflow since the launch of these products. BlackRock's ETHA led the charge, adding 257,300 ETH ","content":"<html><head></head><body><p>Ethereum spot ETFs rallied on Friday, driven by a record-breaking surge in inflows. According to market analysis platform Spot On Chain, US Ethereum spot ETFs have surpassed $1 billion in cumulative net inflows after just 96 trading days.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8213b0270db1391feab3bfef35509a26\" tg-width=\"305\" tg-height=\"395\"/></p><p>The surge in ETF inflows has been fueled by a massive $434.6 million inflow on December 5th, marking the largest single-day inflow since the launch of these products. BlackRock's ETHA led the charge, adding 257,300 ETH (approximately $946.6 million) during a nine-day streak of consistent net inflows – the longest such period since these ETFs were introduced.</p><p>This Ethereum ETF inflow surge aligns with the broader price rally in the crypto market, particularly for Ethereum (ETH). As institutional investors continue to pile into Ethereum-based ETFs, the demand for the underlying asset is likely to increase, driving up the price of the iShares Ethereum Trust ETF and other related products.</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>Ethereum Spot ETFs Rallied, Driven by a Record-Breaking Surge in Inflows</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\">\nEthereum Spot ETFs Rallied, Driven by a Record-Breaking Surge in Inflows\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2024-12-06 23:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Ethereum spot ETFs rallied on Friday, driven by a record-breaking surge in inflows. According to market analysis platform Spot On Chain, US Ethereum spot ETFs have surpassed $1 billion in cumulative net inflows after just 96 trading days.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8213b0270db1391feab3bfef35509a26\" tg-width=\"305\" tg-height=\"395\"/></p><p>The surge in ETF inflows has been fueled by a massive $434.6 million inflow on December 5th, marking the largest single-day inflow since the launch of these products. BlackRock's ETHA led the charge, adding 257,300 ETH (approximately $946.6 million) during a nine-day streak of consistent net inflows – the longest such period since these ETFs were introduced.</p><p>This Ethereum ETF inflow surge aligns with the broader price rally in the crypto market, particularly for Ethereum (ETH). As institutional investors continue to pile into Ethereum-based ETFs, the demand for the underlying asset is likely to increase, driving up the price of the iShares Ethereum Trust ETF and other related products.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131715740","content_text":"Ethereum spot ETFs rallied on Friday, driven by a record-breaking surge in inflows. According to market analysis platform Spot On Chain, US Ethereum spot ETFs have surpassed $1 billion in cumulative net inflows after just 96 trading days.The surge in ETF inflows has been fueled by a massive $434.6 million inflow on December 5th, marking the largest single-day inflow since the launch of these products. BlackRock's ETHA led the charge, adding 257,300 ETH (approximately $946.6 million) during a nine-day streak of consistent net inflows – the longest such period since these ETFs were introduced.This Ethereum ETF inflow surge aligns with the broader price rally in the crypto market, particularly for Ethereum (ETH). As institutional investors continue to pile into Ethereum-based ETFs, the demand for the underlying asset is likely to increase, driving up the price of the iShares Ethereum Trust ETF and other related products.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":345258984558792,"gmtCreate":1725319739792,"gmtModify":1725331896269,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDA 20240920 115.0 PUT\">$NVDA 20240920 115.0 PUT$ </a> 17 more days before the put expires. Crossing my fingers ","listText":"<a href=\"https://ttm.financial/OPT/NVDA 20240920 115.0 PUT\">$NVDA 20240920 115.0 PUT$ </a> 17 more days before the put expires. Crossing my fingers ","text":"$NVDA 20240920 115.0 PUT$ 17 more days before the put expires. Crossing my fingers","images":[{"img":"https://community-static.tradeup.com/news/cd7dc1a4c2f675f978390a5dfb55863a","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":78,"commentSize":2,"repostSize":463,"link":"https://ttm.financial/post/345258984558792","isVote":1,"tweetType":1,"viewCount":8253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":348839738056856,"gmtCreate":1726184414589,"gmtModify":1726184416676,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/348839738056856","repostId":"2467734673","repostType":2,"repost":{"id":"2467734673","kind":"highlight","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":1726182900,"share":"https://ttm.financial/m/news/2467734673?lang=&edition=full_marsco","pubTime":"2024-09-13 07:15","market":"us","language":"en","title":"RH Stock Surges 18% After Retailer Gives Update About Demand for Its Home Wares","url":"https://stock-news.laohu8.com/highlight/detail?id=2467734673","media":"Dow Jones","summary":"RH Tops Wall Street Expectations for Its Second Quarter","content":"<html><head></head><body><p>'We expect our demand trends to accelerate throughout fiscal 2024 and into 2025,' RH tells investors</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1695d9116c2c59bfd9bf3183a48e7f6f\" alt=\"An RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.\" title=\"An RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.\" tg-width=\"689\" tg-height=\"457\"/><span>An RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.</span></p><p>Shares of RH, formerly known as Restoration Hardware, jumped more than 18% in the extended session Thursday, after the retailer said it continues to see healthy demand for its furniture and home furnishings, and reported a quarterly earnings beat.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d36437f232e7c2fae658e2744e05274c\" tg-width=\"877\" tg-height=\"626\"/></p><p>Demand for its products was up 7% in the second quarter, RH said, and has continued to climb ever since, "gaining momentum" each month with July up 10%, Chief Executive Gary Friedman said in a letter to shareholders.</p><p>Demand sped up into the third quarter, with August up 12% and with RH enjoying positive margins "despite operating in the most challenging housing market in three decades," Friedman wrote.</p><p>In the letter, Friedman said while "aggressively investing into a downturn" put pressure on short-term results, it has set up the company "to capitalize on the long-term opportunities that present themselves during times of disruption and dislocation."</p><p>RH's rising demand shows that it is the best-positioned brand in the industry to benefit from a housing-market rebound once interest rates fall and home prices "reset lower," the famously prolific CEO said.</p><p>See also: Williams-Sonoma's revenue falls short of estimates and retailer trims guidance</p><p>RH earned $29 million, or $1.45 a share, in the second quarter, compared with $76.5 million, or $3.36 a share, in the year-ago period. Adjusted for one-time items, it earned $1.69 a share.</p><p>Sales rose to $829.7 million, from $800.5 million a year ago.</p><p>Analysts polled by FactSet expected the company to report adjusted earnings of $1.56 a share on sales of $825 million.</p><p>RH tweaked its outlook lower for the year, however. Market conditions are likely to "remain challenging" until interest rates ease and the housing market begins to rebound.</p><p>Demand trends are likely to accelerate throughout fiscal 2024 and into 2025, but revenue is expected to lag that demand during the year, the company said.</p><p>It guided for fiscal 2024 demand in the range of 8% to 10%, and revenue growth in the range of 5% to 7%. When RH reported first-quarter results in June, it called for demand growth in the range of 12% to 14% and revenue growth of 8% to 10% for the year.</p><p>For the fiscal third quarter, it forecast demand growth in the range of 12% to 14% and revenue growth in the range of 7% to 9%.</p><p>Shares of RH have dropped 12% this year, contrasting with an advance of around 17% for the S&P 500 index.</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>RH Stock Surges 18% After Retailer Gives Update About Demand for Its Home Wares</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\">\nRH Stock Surges 18% After Retailer Gives Update About Demand for Its Home Wares\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\">2024-09-13 07:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>'We expect our demand trends to accelerate throughout fiscal 2024 and into 2025,' RH tells investors</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1695d9116c2c59bfd9bf3183a48e7f6f\" alt=\"An RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.\" title=\"An RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.\" tg-width=\"689\" tg-height=\"457\"/><span>An RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.</span></p><p>Shares of RH, formerly known as Restoration Hardware, jumped more than 18% in the extended session Thursday, after the retailer said it continues to see healthy demand for its furniture and home furnishings, and reported a quarterly earnings beat.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d36437f232e7c2fae658e2744e05274c\" tg-width=\"877\" tg-height=\"626\"/></p><p>Demand for its products was up 7% in the second quarter, RH said, and has continued to climb ever since, "gaining momentum" each month with July up 10%, Chief Executive Gary Friedman said in a letter to shareholders.</p><p>Demand sped up into the third quarter, with August up 12% and with RH enjoying positive margins "despite operating in the most challenging housing market in three decades," Friedman wrote.</p><p>In the letter, Friedman said while "aggressively investing into a downturn" put pressure on short-term results, it has set up the company "to capitalize on the long-term opportunities that present themselves during times of disruption and dislocation."</p><p>RH's rising demand shows that it is the best-positioned brand in the industry to benefit from a housing-market rebound once interest rates fall and home prices "reset lower," the famously prolific CEO said.</p><p>See also: Williams-Sonoma's revenue falls short of estimates and retailer trims guidance</p><p>RH earned $29 million, or $1.45 a share, in the second quarter, compared with $76.5 million, or $3.36 a share, in the year-ago period. Adjusted for one-time items, it earned $1.69 a share.</p><p>Sales rose to $829.7 million, from $800.5 million a year ago.</p><p>Analysts polled by FactSet expected the company to report adjusted earnings of $1.56 a share on sales of $825 million.</p><p>RH tweaked its outlook lower for the year, however. Market conditions are likely to "remain challenging" until interest rates ease and the housing market begins to rebound.</p><p>Demand trends are likely to accelerate throughout fiscal 2024 and into 2025, but revenue is expected to lag that demand during the year, the company said.</p><p>It guided for fiscal 2024 demand in the range of 8% to 10%, and revenue growth in the range of 5% to 7%. When RH reported first-quarter results in June, it called for demand growth in the range of 12% to 14% and revenue growth of 8% to 10% for the year.</p><p>For the fiscal third quarter, it forecast demand growth in the range of 12% to 14% and revenue growth in the range of 7% to 9%.</p><p>Shares of RH have dropped 12% this year, contrasting with an advance of around 17% for the S&P 500 index.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2467734673","content_text":"'We expect our demand trends to accelerate throughout fiscal 2024 and into 2025,' RH tells investorsAn RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.Shares of RH, formerly known as Restoration Hardware, jumped more than 18% in the extended session Thursday, after the retailer said it continues to see healthy demand for its furniture and home furnishings, and reported a quarterly earnings beat.Demand for its products was up 7% in the second quarter, RH said, and has continued to climb ever since, \"gaining momentum\" each month with July up 10%, Chief Executive Gary Friedman said in a letter to shareholders.Demand sped up into the third quarter, with August up 12% and with RH enjoying positive margins \"despite operating in the most challenging housing market in three decades,\" Friedman wrote.In the letter, Friedman said while \"aggressively investing into a downturn\" put pressure on short-term results, it has set up the company \"to capitalize on the long-term opportunities that present themselves during times of disruption and dislocation.\"RH's rising demand shows that it is the best-positioned brand in the industry to benefit from a housing-market rebound once interest rates fall and home prices \"reset lower,\" the famously prolific CEO said.See also: Williams-Sonoma's revenue falls short of estimates and retailer trims guidanceRH earned $29 million, or $1.45 a share, in the second quarter, compared with $76.5 million, or $3.36 a share, in the year-ago period. Adjusted for one-time items, it earned $1.69 a share.Sales rose to $829.7 million, from $800.5 million a year ago.Analysts polled by FactSet expected the company to report adjusted earnings of $1.56 a share on sales of $825 million.RH tweaked its outlook lower for the year, however. Market conditions are likely to \"remain challenging\" until interest rates ease and the housing market begins to rebound.Demand trends are likely to accelerate throughout fiscal 2024 and into 2025, but revenue is expected to lag that demand during the year, the company said.It guided for fiscal 2024 demand in the range of 8% to 10%, and revenue growth in the range of 5% to 7%. When RH reported first-quarter results in June, it called for demand growth in the range of 12% to 14% and revenue growth of 8% to 10% for the year.For the fiscal third quarter, it forecast demand growth in the range of 12% to 14% and revenue growth in the range of 7% to 9%.Shares of RH have dropped 12% this year, contrasting with an advance of around 17% for the S&P 500 index.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290472217657536,"gmtCreate":1711922699365,"gmtModify":1711922701193,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290472217657536","repostId":"2423641142","repostType":2,"repost":{"id":"2423641142","kind":"highlight","pubTimestamp":1711875947,"share":"https://ttm.financial/m/news/2423641142?lang=&edition=full_marsco","pubTime":"2024-03-31 17:05","market":"us","language":"en","title":"AMD Stock Is Down 15% From Its 52-Week Highs, and Here's Why You Should Buy It","url":"https://stock-news.laohu8.com/highlight/detail?id=2423641142","media":"Motley Fool","summary":"AMD's downturn shouldn't last long thanks to multiple AI-related catalysts.","content":"<html><head></head><body><ul style=\"\"><li><p>AI will be a tailwind for AMD on multiple fronts and could help the company exceed Wall Street's expectations.</p></li><li><p>The stock is relatively cheaper now following its pullback.</p></li></ul><p><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> stock price hit a 52-week high on March 8, but shares of the chipmaker have pulled back more than 15% since then, even though there has been no notable company-specific development in the interim.</p><p>Of course, reports that China is reportedly planning to replace chips made by AMD and <strong>Intel</strong> from Chinese government servers and personal computers (PCs) did weigh briefly on the stock price, but even that shouldn't be a big problem for AMD in the long run. Here's why.</p><h2 id=\"id_1057958690\">Sanctions in China shouldn't be much of a trouble for AMD</h2><p>AMD reportedly gets 15% of its total revenue from selling its chips to China. So, any sanctions on sales of its chips in that country may have an impact on AMD's financials. However, the dynamics of the semiconductor market are such that even if AMD is unable to sell its chips in China, it will have other avenues to sell them.</p><p>For instance, sales of both servers and PCs are expected to grow strongly across the globe thanks to the adoption of artificial intelligence (AI). Sales of PCs fell just 2.7% year over year in the fourth quarter of 2023 as compared to the 14% drop for the entire year. The market is set to witness a turnaround in 2024, driven by a new refresh cycle in the enterprise and education markets, as well as the arrival of AI-enabled PCs.</p><p>Market research firm Canalys estimates that 48 million AI PCs could be shipped this year, accounting for 18% of the overall market. What's more, shipments of AI PCs could grow at an annual rate of 44% through 2028 and account for 70% of the overall market. Canalys also points out that AI PCs are likely to command a 10% to 15% premium as compared to traditional machines.</p><p>AMD, therefore, has an opportunity to boost both its volumes and average selling price (ASP) of central processing units (CPUs). It is also worth noting that AMD has been taking share from Intel in the PC market. The company controlled 20.2% of the client CPU market in the fourth quarter of 2023, up from 17.1% in the year-ago period, as per Mercury Research.</p><p>Mercury Research attributed the share gains to AMD's early move into the market for AI PCs with its Ryzen 7040 processor. Meanwhile, AMD claims that its CPUs are powering over 90% of AI PCs currently in the market. So, the stronger demand for AI PCs is going to give AMD's client processor business a nice shot in the arm.</p><p>Something similar is likely to unfold in the server CPU and GPU (graphics processing unit) markets. AMD finished 2023 with 23% of the server CPU market under its control, up from 17.6% in the year-ago period. AMD CEO Lisa Su remarked on the latest earnings conference call that the company is witnessing "robust demand for EPYC server CPUs across cloud, enterprise, and AI customers."</p><p>AMD also added that "a growing number of customers are adopting EPYC CPUs for inferencing workloads." The good part is that AMD's server CPU momentum is here to stay, as the market for AI servers is predicted to clock 26% annual growth through 2029. On the other hand, AMD saw stronger-than-expected demand for its AI GPUs as well.</p><p>AMD increased its full-year revenue forecast from data center GPUs to $3.5 billion from the earlier estimate of $2 billion. However, management made it clear on the earnings call that it could very well exceed that mark because of an improving supply chain that will help it meet additional demand. All this indicates that AMD is well-placed to trump analysts' expectations in the coming quarters.</p><h2 id=\"id_1444758642\">AMD could surprise investors with stronger-than-expected growth</h2><p>When AMD released fourth-quarter 2023 results on Jan. 30, 2024, the company guided for $5.4 billion in revenue for the first quarter of 2024 at the midpoint. That would be nearly flat from the prior-year period's revenue of $5.35 billion. Additionally, AMD's non-GAAP (generally accepted accounting principles) gross margin guidance of 52% for the current quarter would be a slight improvement over the year-ago quarter's reading of 50%.</p><p>AMD's revenue and earnings, therefore, could increase slightly in Q1. Analysts, however, expect AMD to post $5 billion in quarterly revenue, which is lower than what the company has guided for. Additionally, consensus estimates forecast a decline in AMD's earnings to $0.55 per share from $0.60 per share in the year-ago period.</p><p>However, there is a solid chance that AMD could beat the market's expectations by a big margin because of the multiple AI-related tailwinds discussed above. The good part is that AMD's pullback has made the stock cheaper than before. This is evident from the chart:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/38cb777651d97197c24034988bdef4ce\" tg-width=\"720\" tg-height=\"380\"/></p><p>AMD PE Ratio (Forward) data by YCharts</p><p>AMD is now trading at 49 times forward earnings and has a price-to-sales ratio of less than 13. It was trading at more than 57 times forward earnings and 15 times sales earlier this month. Savvy investors can consider using this drop to accumulate AMD stock as the above-mentioned growth drivers could help it regain its mojo, and the turnaround could begin as soon as next month when it releases its first-quarter 2024 results.</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>AMD Stock Is Down 15% From Its 52-Week Highs, and Here's Why You Should Buy It</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\">\nAMD Stock Is Down 15% From Its 52-Week Highs, and Here's Why You Should Buy It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-31 17:05 GMT+8 <a href=https://www.fool.com/investing/2024/03/29/amd-stock-down-from-52-week-high-why-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI will be a tailwind for AMD on multiple fronts and could help the company exceed Wall Street's expectations.The stock is relatively cheaper now following its pullback.Advanced Micro Devices stock ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/29/amd-stock-down-from-52-week-high-why-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4141":"半导体产品","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4573":"虚拟现实","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0109392836.USD":"富兰克林科技股A","BK4512":"苹果概念","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4529":"IDC概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4515":"5G概念","BK4554":"元宇宙及AR概念","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4532":"文艺复兴科技持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4575":"芯片概念","BK4566":"资本集团","AMD":"美国超微公司","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4535":"淡马锡持仓","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4527":"明星科技股","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股"},"source_url":"https://www.fool.com/investing/2024/03/29/amd-stock-down-from-52-week-high-why-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2423641142","content_text":"AI will be a tailwind for AMD on multiple fronts and could help the company exceed Wall Street's expectations.The stock is relatively cheaper now following its pullback.Advanced Micro Devices stock price hit a 52-week high on March 8, but shares of the chipmaker have pulled back more than 15% since then, even though there has been no notable company-specific development in the interim.Of course, reports that China is reportedly planning to replace chips made by AMD and Intel from Chinese government servers and personal computers (PCs) did weigh briefly on the stock price, but even that shouldn't be a big problem for AMD in the long run. Here's why.Sanctions in China shouldn't be much of a trouble for AMDAMD reportedly gets 15% of its total revenue from selling its chips to China. So, any sanctions on sales of its chips in that country may have an impact on AMD's financials. However, the dynamics of the semiconductor market are such that even if AMD is unable to sell its chips in China, it will have other avenues to sell them.For instance, sales of both servers and PCs are expected to grow strongly across the globe thanks to the adoption of artificial intelligence (AI). Sales of PCs fell just 2.7% year over year in the fourth quarter of 2023 as compared to the 14% drop for the entire year. The market is set to witness a turnaround in 2024, driven by a new refresh cycle in the enterprise and education markets, as well as the arrival of AI-enabled PCs.Market research firm Canalys estimates that 48 million AI PCs could be shipped this year, accounting for 18% of the overall market. What's more, shipments of AI PCs could grow at an annual rate of 44% through 2028 and account for 70% of the overall market. Canalys also points out that AI PCs are likely to command a 10% to 15% premium as compared to traditional machines.AMD, therefore, has an opportunity to boost both its volumes and average selling price (ASP) of central processing units (CPUs). It is also worth noting that AMD has been taking share from Intel in the PC market. The company controlled 20.2% of the client CPU market in the fourth quarter of 2023, up from 17.1% in the year-ago period, as per Mercury Research.Mercury Research attributed the share gains to AMD's early move into the market for AI PCs with its Ryzen 7040 processor. Meanwhile, AMD claims that its CPUs are powering over 90% of AI PCs currently in the market. So, the stronger demand for AI PCs is going to give AMD's client processor business a nice shot in the arm.Something similar is likely to unfold in the server CPU and GPU (graphics processing unit) markets. AMD finished 2023 with 23% of the server CPU market under its control, up from 17.6% in the year-ago period. AMD CEO Lisa Su remarked on the latest earnings conference call that the company is witnessing \"robust demand for EPYC server CPUs across cloud, enterprise, and AI customers.\"AMD also added that \"a growing number of customers are adopting EPYC CPUs for inferencing workloads.\" The good part is that AMD's server CPU momentum is here to stay, as the market for AI servers is predicted to clock 26% annual growth through 2029. On the other hand, AMD saw stronger-than-expected demand for its AI GPUs as well.AMD increased its full-year revenue forecast from data center GPUs to $3.5 billion from the earlier estimate of $2 billion. However, management made it clear on the earnings call that it could very well exceed that mark because of an improving supply chain that will help it meet additional demand. All this indicates that AMD is well-placed to trump analysts' expectations in the coming quarters.AMD could surprise investors with stronger-than-expected growthWhen AMD released fourth-quarter 2023 results on Jan. 30, 2024, the company guided for $5.4 billion in revenue for the first quarter of 2024 at the midpoint. That would be nearly flat from the prior-year period's revenue of $5.35 billion. Additionally, AMD's non-GAAP (generally accepted accounting principles) gross margin guidance of 52% for the current quarter would be a slight improvement over the year-ago quarter's reading of 50%.AMD's revenue and earnings, therefore, could increase slightly in Q1. Analysts, however, expect AMD to post $5 billion in quarterly revenue, which is lower than what the company has guided for. Additionally, consensus estimates forecast a decline in AMD's earnings to $0.55 per share from $0.60 per share in the year-ago period.However, there is a solid chance that AMD could beat the market's expectations by a big margin because of the multiple AI-related tailwinds discussed above. The good part is that AMD's pullback has made the stock cheaper than before. This is evident from the chart:AMD PE Ratio (Forward) data by YChartsAMD is now trading at 49 times forward earnings and has a price-to-sales ratio of less than 13. It was trading at more than 57 times forward earnings and 15 times sales earlier this month. Savvy investors can consider using this drop to accumulate AMD stock as the above-mentioned growth drivers could help it regain its mojo, and the turnaround could begin as soon as next month when it releases its first-quarter 2024 results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290472530252040,"gmtCreate":1711922691096,"gmtModify":1711922693068,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290472530252040","repostId":"1152246768","repostType":2,"repost":{"id":"1152246768","kind":"news","weMediaInfo":{"introduction":"Everything can be ETF","home_visible":1,"media_name":"ETF Tracker","id":"1070810721","head_image":"https://community-static.tradeup.com/news/29067a19beca7bb0f3038d0bea28f179"},"pubTimestamp":1711884341,"share":"https://ttm.financial/m/news/1152246768?lang=&edition=full_marsco","pubTime":"2024-03-31 19:25","market":"hk","language":"en","title":"S&P 500 Investment Insights: Wall Street Predicts 'Epic' Bull Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1152246768","media":"ETF Tracker","summary":"Wall Street Predicts \"Epic\" Bull Run, Analyzes Investment Opportunities in the S&P 500 IndexThe $Standard(SMP)$ & Poor's 500 Index has been soaring this year, breaking through the 5,200-point mileston","content":"<html><head></head><body><p>Wall Street Predicts "Epic" Bull Run, Analyzes Investment Opportunities in the S&P 500 Index</p><p>The <a href=\"https://laohu8.com/S/SMP\">Standard</a> & Poor's 500 Index has been soaring this year, breaking through the 5,200-point milestone last week. The recent rebound has been propelled by signals of Fed rate cuts. This move signals the end of the Fed's most aggressive rate-hiking cycle and boosts corporate profit growth.</p><p>As a result, Wall Street analysts are even more bullish on the <a href=\"https://laohu8.com/S/SMP\">Standard</a> & Poor's 500 Index. To seize this opportunity, investors should bet on ETFs tracking the S&P 500 Index. These include the SPDR S&P 500 ETF Trust (SPY), iShares Core S&P 500 ETF (IVV), Vanguard S&P 500 ETF (VOO), SPDR Portfolio S&P 500 ETF (SPLG), and <a href=\"https://laohu8.com/S/IVZ\">Invesco</a> S&P 500 Top 50 ETF (XLG).</p><p>In the recent meeting, the Fed maintained interest rates steady in the range of 5.25% to 5.50% and hinted at three rate cuts this year, citing expanded economic activity, alleviated inflation, but rising inflation. According to the FedWatch indicator by CME Group, futures markets priced in nearly a 75% likelihood of the first rate cut at the June 11-12 meeting.</p><p>Lower rates typically reduce borrowing costs, helping businesses expand operations more easily and enhance profitability. This, in turn, will stimulate economic growth and boost the stock market.</p><p>Bullish Outlook</p><p>The dovish stance of the Fed, coupled with the artificial intelligence frenzy, has prompted Wall Street analysts to raise their target prices for the S&P 500 Index. Societe Generale raised its target price from 4,750 points to 5,500 points, marking the new largest bull market on Wall Street. Societe Generale stated, "The <a href=\"https://laohu8.com/S/AFG\">American</a> exceptionalism thesis is continuously strengthening." This exceptionalism thesis refers to the unique driver that has kept the US stock market ahead of its peers over the past forty years and is expected to continue driving profits for more and more large-cap stocks.</p><p>Wall Street's bullish research reports are becoming increasingly aggressive, with <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> recently releasing a report stating that this long-term bull market in the US stock market is entering its 11th year and, more importantly, the institution emphasizes that from a technical analysis perspective, the benchmark US stock index—the S&P 500 Index—is expected to continue its strong upward trend in the coming years, thus fully extending the trend of the "epic bull run".</p><p>As the S&P 500 Index continues to hit new all-time highs this year, strategists at <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> suggest that from a technical trend perspective of the stock market bull run, this current round of the US stock market could be considered an epic "bull run" that is expected to continue until around 2030, and they predict that the S&P 500 Index could rise to 7,000 points by the end of 2026 (as of Monday's close, the S&P 500 Index closed at 5,218.19 points).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52a4b53d2146d5efbbac0bba55b08387\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>SPDR S&P 500 ETF Trust (SPY)</p><p>The SPDR S&P 500 ETF Trust tracks the S&P 500 Index, holding 503 stocks in its basket, with no single stock accounting for more than 7.2% of assets. The SPDR S&P 500 ETF Trust focuses on the information technology sector, followed closely by double-digit allocations to the financial, healthcare, and non-essential consumer goods sectors.</p><p>The SPDR S&P 500 ETF Trust charges investors an annual fee of 9 basis points and has a daily average trading volume of 67 million shares. Its assets under management amount to $524.8 billion.</p><p>iShares Core S&P 500 ETF (IVV)</p><p>The iShares Core S&P 500 ETF has assets under management of $449.9 billion, much smaller than SPY, with poorer liquidity, with a daily average trading volume of 5 million shares. It charges only 3 basis points in annual fees, 6 basis points lower than the products of the $DWS(<a href=\"https://laohu8.com/S/DWS.AU\">DWS</a>.AU)$ Bank.</p><p>Vanguard S&P 500 ETF (VOO)</p><p>The Vanguard S&P 500 ETF also directly tracks the S&P 500 Index, holding 503 stocks in its basket. It has accumulated assets of $432 billion and charges investors 3 basis points in annual fees. The Vanguard S&P 500 ETF has a daily average trading volume of 5 million shares.</p><p>SPDR Portfolio S&P 500 ETF (SPLG)</p><p>The SPDR Portfolio S&P 500 ETF tracks the S&P 500 Index, holding 503 stocks in its basket, with an expense ratio of 0.02%. The company has accumulated assets of $33.1 billion, with an average daily trading volume of 8 million shares.</p><p><a href=\"https://laohu8.com/S/IVZ\">Invesco</a> S&P 500 Top 50 ETF (XLG)</p><p>The Invesco S&P 500 Top 50 ETF follows the S&P 500 Top 50 ETF Index, which measures the market-weighted performance of the 50 largest companies in the S&P 500 Index, reflecting the performance of US mega-cap stocks. The Invesco S&P 500 Top 50 ETF has managed assets worth $4.1 billion but has an average daily trading volume of approximately 1.2 million shares. XLG charges an annual fee of 20 basis points.</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 Investment Insights: Wall Street Predicts 'Epic' Bull Market</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 Investment Insights: Wall Street Predicts 'Epic' Bull Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1070810721\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/29067a19beca7bb0f3038d0bea28f179);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">ETF Tracker </p>\n<p class=\"h-time\">2024-03-31 19:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street Predicts "Epic" Bull Run, Analyzes Investment Opportunities in the S&P 500 Index</p><p>The <a href=\"https://laohu8.com/S/SMP\">Standard</a> & Poor's 500 Index has been soaring this year, breaking through the 5,200-point milestone last week. The recent rebound has been propelled by signals of Fed rate cuts. This move signals the end of the Fed's most aggressive rate-hiking cycle and boosts corporate profit growth.</p><p>As a result, Wall Street analysts are even more bullish on the <a href=\"https://laohu8.com/S/SMP\">Standard</a> & Poor's 500 Index. To seize this opportunity, investors should bet on ETFs tracking the S&P 500 Index. These include the SPDR S&P 500 ETF Trust (SPY), iShares Core S&P 500 ETF (IVV), Vanguard S&P 500 ETF (VOO), SPDR Portfolio S&P 500 ETF (SPLG), and <a href=\"https://laohu8.com/S/IVZ\">Invesco</a> S&P 500 Top 50 ETF (XLG).</p><p>In the recent meeting, the Fed maintained interest rates steady in the range of 5.25% to 5.50% and hinted at three rate cuts this year, citing expanded economic activity, alleviated inflation, but rising inflation. According to the FedWatch indicator by CME Group, futures markets priced in nearly a 75% likelihood of the first rate cut at the June 11-12 meeting.</p><p>Lower rates typically reduce borrowing costs, helping businesses expand operations more easily and enhance profitability. This, in turn, will stimulate economic growth and boost the stock market.</p><p>Bullish Outlook</p><p>The dovish stance of the Fed, coupled with the artificial intelligence frenzy, has prompted Wall Street analysts to raise their target prices for the S&P 500 Index. Societe Generale raised its target price from 4,750 points to 5,500 points, marking the new largest bull market on Wall Street. Societe Generale stated, "The <a href=\"https://laohu8.com/S/AFG\">American</a> exceptionalism thesis is continuously strengthening." This exceptionalism thesis refers to the unique driver that has kept the US stock market ahead of its peers over the past forty years and is expected to continue driving profits for more and more large-cap stocks.</p><p>Wall Street's bullish research reports are becoming increasingly aggressive, with <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> recently releasing a report stating that this long-term bull market in the US stock market is entering its 11th year and, more importantly, the institution emphasizes that from a technical analysis perspective, the benchmark US stock index—the S&P 500 Index—is expected to continue its strong upward trend in the coming years, thus fully extending the trend of the "epic bull run".</p><p>As the S&P 500 Index continues to hit new all-time highs this year, strategists at <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> suggest that from a technical trend perspective of the stock market bull run, this current round of the US stock market could be considered an epic "bull run" that is expected to continue until around 2030, and they predict that the S&P 500 Index could rise to 7,000 points by the end of 2026 (as of Monday's close, the S&P 500 Index closed at 5,218.19 points).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52a4b53d2146d5efbbac0bba55b08387\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>SPDR S&P 500 ETF Trust (SPY)</p><p>The SPDR S&P 500 ETF Trust tracks the S&P 500 Index, holding 503 stocks in its basket, with no single stock accounting for more than 7.2% of assets. The SPDR S&P 500 ETF Trust focuses on the information technology sector, followed closely by double-digit allocations to the financial, healthcare, and non-essential consumer goods sectors.</p><p>The SPDR S&P 500 ETF Trust charges investors an annual fee of 9 basis points and has a daily average trading volume of 67 million shares. Its assets under management amount to $524.8 billion.</p><p>iShares Core S&P 500 ETF (IVV)</p><p>The iShares Core S&P 500 ETF has assets under management of $449.9 billion, much smaller than SPY, with poorer liquidity, with a daily average trading volume of 5 million shares. It charges only 3 basis points in annual fees, 6 basis points lower than the products of the $DWS(<a href=\"https://laohu8.com/S/DWS.AU\">DWS</a>.AU)$ Bank.</p><p>Vanguard S&P 500 ETF (VOO)</p><p>The Vanguard S&P 500 ETF also directly tracks the S&P 500 Index, holding 503 stocks in its basket. It has accumulated assets of $432 billion and charges investors 3 basis points in annual fees. The Vanguard S&P 500 ETF has a daily average trading volume of 5 million shares.</p><p>SPDR Portfolio S&P 500 ETF (SPLG)</p><p>The SPDR Portfolio S&P 500 ETF tracks the S&P 500 Index, holding 503 stocks in its basket, with an expense ratio of 0.02%. The company has accumulated assets of $33.1 billion, with an average daily trading volume of 8 million shares.</p><p><a href=\"https://laohu8.com/S/IVZ\">Invesco</a> S&P 500 Top 50 ETF (XLG)</p><p>The Invesco S&P 500 Top 50 ETF follows the S&P 500 Top 50 ETF Index, which measures the market-weighted performance of the 50 largest companies in the S&P 500 Index, reflecting the performance of US mega-cap stocks. The Invesco S&P 500 Top 50 ETF has managed assets worth $4.1 billion but has an average daily trading volume of approximately 1.2 million shares. XLG charges an annual fee of 20 basis points.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IVV":"标普500指数ETF","VOO":"Vanguard标普500ETF","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152246768","content_text":"Wall Street Predicts \"Epic\" Bull Run, Analyzes Investment Opportunities in the S&P 500 IndexThe Standard & Poor's 500 Index has been soaring this year, breaking through the 5,200-point milestone last week. The recent rebound has been propelled by signals of Fed rate cuts. This move signals the end of the Fed's most aggressive rate-hiking cycle and boosts corporate profit growth.As a result, Wall Street analysts are even more bullish on the Standard & Poor's 500 Index. To seize this opportunity, investors should bet on ETFs tracking the S&P 500 Index. These include the SPDR S&P 500 ETF Trust (SPY), iShares Core S&P 500 ETF (IVV), Vanguard S&P 500 ETF (VOO), SPDR Portfolio S&P 500 ETF (SPLG), and Invesco S&P 500 Top 50 ETF (XLG).In the recent meeting, the Fed maintained interest rates steady in the range of 5.25% to 5.50% and hinted at three rate cuts this year, citing expanded economic activity, alleviated inflation, but rising inflation. According to the FedWatch indicator by CME Group, futures markets priced in nearly a 75% likelihood of the first rate cut at the June 11-12 meeting.Lower rates typically reduce borrowing costs, helping businesses expand operations more easily and enhance profitability. This, in turn, will stimulate economic growth and boost the stock market.Bullish OutlookThe dovish stance of the Fed, coupled with the artificial intelligence frenzy, has prompted Wall Street analysts to raise their target prices for the S&P 500 Index. Societe Generale raised its target price from 4,750 points to 5,500 points, marking the new largest bull market on Wall Street. Societe Generale stated, \"The American exceptionalism thesis is continuously strengthening.\" This exceptionalism thesis refers to the unique driver that has kept the US stock market ahead of its peers over the past forty years and is expected to continue driving profits for more and more large-cap stocks.Wall Street's bullish research reports are becoming increasingly aggressive, with Bank of America recently releasing a report stating that this long-term bull market in the US stock market is entering its 11th year and, more importantly, the institution emphasizes that from a technical analysis perspective, the benchmark US stock index—the S&P 500 Index—is expected to continue its strong upward trend in the coming years, thus fully extending the trend of the \"epic bull run\".As the S&P 500 Index continues to hit new all-time highs this year, strategists at Bank of America suggest that from a technical trend perspective of the stock market bull run, this current round of the US stock market could be considered an epic \"bull run\" that is expected to continue until around 2030, and they predict that the S&P 500 Index could rise to 7,000 points by the end of 2026 (as of Monday's close, the S&P 500 Index closed at 5,218.19 points).SPDR S&P 500 ETF Trust (SPY)The SPDR S&P 500 ETF Trust tracks the S&P 500 Index, holding 503 stocks in its basket, with no single stock accounting for more than 7.2% of assets. The SPDR S&P 500 ETF Trust focuses on the information technology sector, followed closely by double-digit allocations to the financial, healthcare, and non-essential consumer goods sectors.The SPDR S&P 500 ETF Trust charges investors an annual fee of 9 basis points and has a daily average trading volume of 67 million shares. Its assets under management amount to $524.8 billion.iShares Core S&P 500 ETF (IVV)The iShares Core S&P 500 ETF has assets under management of $449.9 billion, much smaller than SPY, with poorer liquidity, with a daily average trading volume of 5 million shares. It charges only 3 basis points in annual fees, 6 basis points lower than the products of the $DWS(DWS.AU)$ Bank.Vanguard S&P 500 ETF (VOO)The Vanguard S&P 500 ETF also directly tracks the S&P 500 Index, holding 503 stocks in its basket. It has accumulated assets of $432 billion and charges investors 3 basis points in annual fees. The Vanguard S&P 500 ETF has a daily average trading volume of 5 million shares.SPDR Portfolio S&P 500 ETF (SPLG)The SPDR Portfolio S&P 500 ETF tracks the S&P 500 Index, holding 503 stocks in its basket, with an expense ratio of 0.02%. The company has accumulated assets of $33.1 billion, with an average daily trading volume of 8 million shares.Invesco S&P 500 Top 50 ETF (XLG)The Invesco S&P 500 Top 50 ETF follows the S&P 500 Top 50 ETF Index, which measures the market-weighted performance of the 50 largest companies in the S&P 500 Index, reflecting the performance of US mega-cap stocks. The Invesco S&P 500 Top 50 ETF has managed assets worth $4.1 billion but has an average daily trading volume of approximately 1.2 million shares. XLG charges an annual fee of 20 basis points.","news_type":1},"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":233693877756024,"gmtCreate":1698083189181,"gmtModify":1698083193760,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/233693877756024","repostId":"2377209638","repostType":2,"repost":{"id":"2377209638","kind":"highlight","pubTimestamp":1698075043,"share":"https://ttm.financial/m/news/2377209638?lang=&edition=full_marsco","pubTime":"2023-10-23 23:30","market":"us","language":"en","title":"Palantir Stock Forecast: A Bear Takes a Second Look","url":"https://stock-news.laohu8.com/highlight/detail?id=2377209638","media":"InvestorPlace","summary":"Even the most bearish investors on a given stock should look at the bright side, and I'm doing that with PLTR stock today.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Palantir Technologies</strong> (<strong>PLTR</strong>) has skyrocketed in 2023, leading to many a bullish take on the stock.</p></li><li><p>In a tech-driven era, Palantir stands out as a game-changer, fusing innovation with strategic vision.</p></li><li><p>Palantir’s path goes beyond finances, with transformative collaborations like a pending NHS contract and a $250 million deal with the U.S. Defense Department.</p></li></ul><p>I’ve taken a generally bearish stance on <strong>Palantir Technologies</strong> (NYSE: <strong>PLTR</strong>) for quite some time now. That’s generally due to various fundamental concerns I have with the company, as well as questionable forward growth expectations. </p><p>However, putting all that aside, I thought I’d take a look at the bull case for Palantir. Let’s dive into the company’s key catalysts. Indeed, given that the company has a strong following due to its AI capabilities, its government-generated revenue streams, and commercial market growth, maybe there’s something here.</p><p>Let’s dive into what investors may want to consider, from a positive angle, when it comes to Palantir.</p><h2 id=\"id_2617340209\">PLTR Stock: The Fundamentals</h2><p>There are plenty of unprofitable companies in the artificial intelligence (and tech sector, for that matter). So, Palantir’s recent financials may impress some investors, with Q2 revenue growth of 13% (to $533.3 million), and net income growth of 116% year-over-year. Notably, Palantir has strung together consecutive quarters of positive profitability, something many critics thought would never be possible.</p><p>Now, I’ve focused on the fact that this profitability has been minimal. And that is the case. But given Palantir’s strength as a deal-maker with key government agencies and commercial partners, perhaps this earnings growth could accelerate from here. That’s the bull case anyhow.</p><p>In this regard, the company’s $302 million in government customer revenue represented a 15% year-over-year increase, with its $232 million in commercial customer revenue representing a 10% increase. The company has been consistently profitable by GAAP standards for three quarters and has revenue forecasts in line with expectations for Q3 and fiscal 2023. That’s not nothing, and it’s a reason for bulls to continue to be hopeful right now. </p><h2 id=\"id_59255706\">Upcoming Q3 Results</h2><p>Investors continue to debate Palantir stock’s outlook, with bulls emphasizing improved profitability and bears concerned about slowing revenue growth. Thus, the company’s upcoming Q3 earnings will be closely watched. Experts currently project earnings to come in at 6 cents per share (up from 1 cent), and 18% revenue growth to $556 million, will be announced on November 2. Again, I think the bottom-line number will need to be beat, as it will matter more than it ever has for the company. </p><p>Notably, PLTR stock reached a 52-week intraday high in August, and its technical ratings have since improved. This stock benefited greatly from previous earnings surprises. Another earnings surprise is widely expected by bulls, and anything other than a big beat will likely be disappointing for many.</p><h2 id=\"id_882737493\">PLTR Continues in Closing Contracts</h2><p>Palantir co-founder Peter Thiel recently secured a 5-year service contract with the U.K.’s NHS to enhance data analysis using AI tools. Analysts have discussed the deal’s implications, providing some reasons to be bullish and reasons to be critical of the deal.</p><p>The controversial five-year contract, now valued at over 480 million, aims to improve the NHS’s data analysis capabilities. It faced criticism over patient data privacy concerns. While there’s excitement around this development, Palantir’s performance this year initially rode on AI enthusiasm.</p><p>Additionally, Palantir Technologies also secures a $250 million contract with the US Defense Department for AI and machine learning research. The three-year deal strengthens its ties with the US government and its role in AI and defense. This contributed to a 6% rise in Palantir’s shares in September. The contract builds on their prior work with the Army Research Lab, focusing on AI research and development. Specific details remain undisclosed.</p><p>In the tech era, Palantir stands out as a game-changer, combining innovation with strategic brilliance. PLTR stock’s strong year-to-date return makes it a top wealth-boosting AI stock. That’s what the bulls will tell you, anyway.</p></body></html>","source":"investorplace_stock_picks","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 Forecast: A Bear Takes a Second Look</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 Forecast: A Bear Takes a Second Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-23 23:30 GMT+8 <a href=https://investorplace.com/2023/10/palantir-stock-forecast-a-bear-takes-a-second-look/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (PLTR) has skyrocketed in 2023, leading to many a bullish take on the stock.In a tech-driven era, Palantir stands out as a game-changer, fusing innovation with strategic vision....</p>\n\n<a href=\"https://investorplace.com/2023/10/palantir-stock-forecast-a-bear-takes-a-second-look/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2023/10/palantir-stock-forecast-a-bear-takes-a-second-look/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2377209638","content_text":"Palantir Technologies (PLTR) has skyrocketed in 2023, leading to many a bullish take on the stock.In a tech-driven era, Palantir stands out as a game-changer, fusing innovation with strategic vision.Palantir’s path goes beyond finances, with transformative collaborations like a pending NHS contract and a $250 million deal with the U.S. Defense Department.I’ve taken a generally bearish stance on Palantir Technologies (NYSE: PLTR) for quite some time now. That’s generally due to various fundamental concerns I have with the company, as well as questionable forward growth expectations. However, putting all that aside, I thought I’d take a look at the bull case for Palantir. Let’s dive into the company’s key catalysts. Indeed, given that the company has a strong following due to its AI capabilities, its government-generated revenue streams, and commercial market growth, maybe there’s something here.Let’s dive into what investors may want to consider, from a positive angle, when it comes to Palantir.PLTR Stock: The FundamentalsThere are plenty of unprofitable companies in the artificial intelligence (and tech sector, for that matter). So, Palantir’s recent financials may impress some investors, with Q2 revenue growth of 13% (to $533.3 million), and net income growth of 116% year-over-year. Notably, Palantir has strung together consecutive quarters of positive profitability, something many critics thought would never be possible.Now, I’ve focused on the fact that this profitability has been minimal. And that is the case. But given Palantir’s strength as a deal-maker with key government agencies and commercial partners, perhaps this earnings growth could accelerate from here. That’s the bull case anyhow.In this regard, the company’s $302 million in government customer revenue represented a 15% year-over-year increase, with its $232 million in commercial customer revenue representing a 10% increase. The company has been consistently profitable by GAAP standards for three quarters and has revenue forecasts in line with expectations for Q3 and fiscal 2023. That’s not nothing, and it’s a reason for bulls to continue to be hopeful right now. Upcoming Q3 ResultsInvestors continue to debate Palantir stock’s outlook, with bulls emphasizing improved profitability and bears concerned about slowing revenue growth. Thus, the company’s upcoming Q3 earnings will be closely watched. Experts currently project earnings to come in at 6 cents per share (up from 1 cent), and 18% revenue growth to $556 million, will be announced on November 2. Again, I think the bottom-line number will need to be beat, as it will matter more than it ever has for the company. Notably, PLTR stock reached a 52-week intraday high in August, and its technical ratings have since improved. This stock benefited greatly from previous earnings surprises. Another earnings surprise is widely expected by bulls, and anything other than a big beat will likely be disappointing for many.PLTR Continues in Closing ContractsPalantir co-founder Peter Thiel recently secured a 5-year service contract with the U.K.’s NHS to enhance data analysis using AI tools. Analysts have discussed the deal’s implications, providing some reasons to be bullish and reasons to be critical of the deal.The controversial five-year contract, now valued at over 480 million, aims to improve the NHS’s data analysis capabilities. It faced criticism over patient data privacy concerns. While there’s excitement around this development, Palantir’s performance this year initially rode on AI enthusiasm.Additionally, Palantir Technologies also secures a $250 million contract with the US Defense Department for AI and machine learning research. The three-year deal strengthens its ties with the US government and its role in AI and defense. This contributed to a 6% rise in Palantir’s shares in September. The contract builds on their prior work with the Army Research Lab, focusing on AI research and development. Specific details remain undisclosed.In the tech era, Palantir stands out as a game-changer, combining innovation with strategic brilliance. PLTR stock’s strong year-to-date return makes it a top wealth-boosting AI stock. That’s what the bulls will tell you, anyway.","news_type":1},"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290472603242672,"gmtCreate":1711922708142,"gmtModify":1711922710000,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290472603242672","repostId":"2423466683","repostType":2,"repost":{"id":"2423466683","kind":"highlight","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":1711866655,"share":"https://ttm.financial/m/news/2423466683?lang=&edition=full_marsco","pubTime":"2024-03-31 14:30","market":"us","language":"en","title":"Warren Buffett Spent More Than $350 Million to Buy These Stocks in the Past Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2423466683","media":"Dow Jones","summary":"Buffett's Berkshire Hathaway now owns roughly 30% of Liberty SiriusXM shares outstanding. Warren Buffett has been busy during a relatively quiet week, as he has been bulking up his stake on Liberty SiriusXM tracking stocks.In Form 4 filings with the US. Securities and Exchange Commission over the past week, Buffett's investment vehicle, Berkshire Hathaway Inc. , disclosed that it paid about $257.95 million to buy 8.9 million Liberty SiriusXM Series C stock at a weighted-average price of $29.06.Berkshire also disclosed paying $110.32 million to buy 3.8 million shares of Liberty Sirius XM Series A stock at an average price of $29.The Series A shares have voting rights, but the Series C shares don't.In total, Berkshire bought 12.68 million shares for $368.3 million.Buffett now owns about 30% of Liberty SiriusXM's outstanding shares.The Series A shares have gained 3.3% this week through Thursday and the Series C shares have advanced 3.4%. In comparison, the S&P 500 index SPX has edged u","content":"<html><head></head><body><p>Buffett's Berkshire Hathaway now owns roughly 30% of Liberty SiriusXM shares outstanding</p><p>Warren Buffett has been busy during a relatively quiet week, as he has been bulking up his stake on Liberty SiriusXM tracking stocks.</p><p>In Form 4 filings with the US. Securities and Exchange Commission over the past week, Buffett's investment vehicle, Berkshire Hathaway Inc. <a href=\"https://laohu8.com/S/BRK.B\">$(BRK.B)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$(BRK.A)$</a>, disclosed that it paid about $257.95 million to buy 8.9 million Liberty SiriusXM Series C stock <a href=\"https://laohu8.com/S/LSXMK\">$(LSXMK)$</a> at a weighted-average price of $29.06.</p><p>Berkshire also disclosed paying $110.32 million to buy 3.8 million shares of Liberty Sirius XM Series A stock <a href=\"https://laohu8.com/S/LSXMA\">$(LSXMA)$</a> at an average price of $29.</p><p>The Series A shares have voting rights, but the Series C shares don't.</p><p>In total, Berkshire bought 12.68 million shares for $368.3 million.</p><p>Buffett now owns about 30% of Liberty SiriusXM's outstanding shares.</p><p>The Series A shares have gained 3.3% this week through Thursday and the Series C shares have advanced 3.4%. In comparison, the S&P 500 index SPX has edged up 0.4% this week.</p><p>Liberty SiriusXM is basically a tracking stock of <a href=\"https://laohu8.com/S/SIRI\">Sirius XM Holdings Inc.</a> (SIRI), the subscription-based satellite-radio service.</p><p>Liberty SiriusXM's "business" is that it owns a little more than 80% of Sirius XM, and about $1.7 billion of Sirius XM's estimated net liabilities, which includes convertible debt. Therefore, it is seen as trading at a discount to Sirius XM shares.</p><p>In Berkshire's latest 13-F filing of its equity holdings, the company said it owned 40.2 million shares of Sirius XM as of Dec. 31. At the time, it was valued at $221.1 million.</p><p>Year to date, Sirius XM's stock has tumbled 29.1%, while Berkshire's Class B stock has rallied 17.9% and the S&P 500 has gained 10.2%.</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>Warren Buffett Spent More Than $350 Million to Buy These Stocks in the Past Week</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\">\nWarren Buffett Spent More Than $350 Million to Buy These Stocks in the Past Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-03-31 14:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Buffett's Berkshire Hathaway now owns roughly 30% of Liberty SiriusXM shares outstanding</p><p>Warren Buffett has been busy during a relatively quiet week, as he has been bulking up his stake on Liberty SiriusXM tracking stocks.</p><p>In Form 4 filings with the US. Securities and Exchange Commission over the past week, Buffett's investment vehicle, Berkshire Hathaway Inc. <a href=\"https://laohu8.com/S/BRK.B\">$(BRK.B)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$(BRK.A)$</a>, disclosed that it paid about $257.95 million to buy 8.9 million Liberty SiriusXM Series C stock <a href=\"https://laohu8.com/S/LSXMK\">$(LSXMK)$</a> at a weighted-average price of $29.06.</p><p>Berkshire also disclosed paying $110.32 million to buy 3.8 million shares of Liberty Sirius XM Series A stock <a href=\"https://laohu8.com/S/LSXMA\">$(LSXMA)$</a> at an average price of $29.</p><p>The Series A shares have voting rights, but the Series C shares don't.</p><p>In total, Berkshire bought 12.68 million shares for $368.3 million.</p><p>Buffett now owns about 30% of Liberty SiriusXM's outstanding shares.</p><p>The Series A shares have gained 3.3% this week through Thursday and the Series C shares have advanced 3.4%. In comparison, the S&P 500 index SPX has edged up 0.4% this week.</p><p>Liberty SiriusXM is basically a tracking stock of <a href=\"https://laohu8.com/S/SIRI\">Sirius XM Holdings Inc.</a> (SIRI), the subscription-based satellite-radio service.</p><p>Liberty SiriusXM's "business" is that it owns a little more than 80% of Sirius XM, and about $1.7 billion of Sirius XM's estimated net liabilities, which includes convertible debt. Therefore, it is seen as trading at a discount to Sirius XM shares.</p><p>In Berkshire's latest 13-F filing of its equity holdings, the company said it owned 40.2 million shares of Sirius XM as of Dec. 31. At the time, it was valued at $221.1 million.</p><p>Year to date, Sirius XM's stock has tumbled 29.1%, while Berkshire's Class B stock has rallied 17.9% and the S&P 500 has gained 10.2%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2423466683","content_text":"Buffett's Berkshire Hathaway now owns roughly 30% of Liberty SiriusXM shares outstandingWarren Buffett has been busy during a relatively quiet week, as he has been bulking up his stake on Liberty SiriusXM tracking stocks.In Form 4 filings with the US. Securities and Exchange Commission over the past week, Buffett's investment vehicle, Berkshire Hathaway Inc. $(BRK.B)$ $(BRK.A)$, disclosed that it paid about $257.95 million to buy 8.9 million Liberty SiriusXM Series C stock $(LSXMK)$ at a weighted-average price of $29.06.Berkshire also disclosed paying $110.32 million to buy 3.8 million shares of Liberty Sirius XM Series A stock $(LSXMA)$ at an average price of $29.The Series A shares have voting rights, but the Series C shares don't.In total, Berkshire bought 12.68 million shares for $368.3 million.Buffett now owns about 30% of Liberty SiriusXM's outstanding shares.The Series A shares have gained 3.3% this week through Thursday and the Series C shares have advanced 3.4%. In comparison, the S&P 500 index SPX has edged up 0.4% this week.Liberty SiriusXM is basically a tracking stock of Sirius XM Holdings Inc. (SIRI), the subscription-based satellite-radio service.Liberty SiriusXM's \"business\" is that it owns a little more than 80% of Sirius XM, and about $1.7 billion of Sirius XM's estimated net liabilities, which includes convertible debt. Therefore, it is seen as trading at a discount to Sirius XM shares.In Berkshire's latest 13-F filing of its equity holdings, the company said it owned 40.2 million shares of Sirius XM as of Dec. 31. At the time, it was valued at $221.1 million.Year to date, Sirius XM's stock has tumbled 29.1%, while Berkshire's Class B stock has rallied 17.9% and the S&P 500 has gained 10.2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216754816573560,"gmtCreate":1693952072542,"gmtModify":1693952075923,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks ","listText":"Thanks 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","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214985149853712","repostId":"2364624624","repostType":2,"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961723113,"gmtCreate":1669068318932,"gmtModify":1676538145399,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Please like ","listText":"Please like ","text":"Please 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like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9983888543","repostId":"1178125812","repostType":4,"repost":{"id":"1178125812","kind":"news","pubTimestamp":1666189111,"share":"https://ttm.financial/m/news/1178125812?lang=&edition=full_marsco","pubTime":"2022-10-19 22:18","market":"us","language":"en","title":"Netflix and Lockheed Martin Upgrade, Best Buy Downgrades: Top Calls on Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1178125812","media":"the fly","summary":"Top 5 Upgrades:Deutsche Bank analyst Bryan Kraft upgraded Netflix(NFLX) to Buy from Hold with a pric","content":"<html><head></head><body><p><b>Top 5 Upgrades:</b></p><ul><li>Deutsche Bank analyst Bryan Kraft upgraded <b>Netflix</b>(NFLX) to Buy from Hold with a price target of $350, up from $270, following the company’s quarterly results. The analyst now sees visibility into a subscriber growth inflection point next year given that Netflix management has confirmed both the early 2023 introduction of its new measures designed to better monetize account sharing, and the early November timing of its advertising-based video on demand tier launch in 12 top markets. JPMorgan analyst Doug Anmuth also upgraded Netflix to Overweight from Neutral with a price target of $330, up from $240.</li><li>Baird analyst Peter Arment upgraded <b>Lockheed Martin</b>(LMT) to Outperform from Neutral with an unchanged price target of $513. Given the multi-year free cash flow outlook offered and 2023 guidance that met Street expectations, headline risks have been reduced, "leaving little for bears," Arment told investors.</li><li>JPMorgan analyst Anne Samuel upgraded <b>Veeva Systems</b>(VEEV) to Neutral from Underweight with a price target of $170, down from $225. While the company's growth profile has decelerated and macro headwinds are pressuring the near-term, Veeva is not "structurally broken," Samuel told investors in a research note.</li><li>Jefferies analyst Lloyd Byrne upgraded <b>Exxon Mobil</b>(XOM) to Buy from Hold with a price target of $133, up from $90, as he assumed coverage of the shares.</li><li>BofA analyst Lawson Winder upgraded <b>IAMGold</b>(IAG) to Buy from Underperform with a price target of $1.65, up from $1.20. The company's sale of Rosebel Gold Mines for $360M is well above his carrying value of $177M and represents a strong step in addressing the funding gap for the development of Cote Gold mine, the analyst told investors in a research note.</li></ul><h2><b>Top 5 Downgrades:</b></h2><ul><li>Evercore ISI analyst Greg Melich downgraded <b>Lowe's</b>(LOW) to In Line from Outperform with a $210 price target, down from $220. While Melich believes Lowe's management can get margins to 13% over time, further short-term slowdown of home improvement demand could trip the growth path.</li><li>Evercore ISI analyst Greg Melich downgraded <b>Best Buy</b>(BBY) to In Line from Outperform with a price target of $70, down from $80. Melich believes Best Buy comps could continue to run negative into 2023 as deflation sets in, telling investors in a research note that the firm is already seeing initial signs of consumer electronics deflation, and elevated inventory levels could put pressure on Best Buy's margins in the second half of 2022. The analyst also downgraded Advanced Auto Parts (AAP) to In Line from Outperform.</li><li>Craig-Hallum analyst Alex Nowak downgraded <b>Exact Sciences</b>(EXAS) to Hold from Buy with a price target of $35, down from $60. The analyst sees asymmetric risk forming in Exact Sciences' shares and the likelihood shares could be capped.</li><li>Evercore ISI analyst Robert Ottenstein downgraded <b>Boston Beer</b>(SAM) to In Line from Outperform with an unchanged price target of $330. He believes that estimates for 2023 are "too high" and that the stock may need some time for investors to regain confidence.</li><li>JPMorgan analyst Andrea Teixeira double downgraded <b>Olaplex Holdings</b>(OLPX) to Underweight from Overweight with a price target of $8, down from $16, after the company announced a substantial guidance cut for 2022 did not affirm its medium-term targets. BofA analyst Jonathan Keypour also double downgraded Olaplex Holdings to Underperform from Buy, while Jefferies, Morgan Stanley, Raymond James, and Evercore ISI cut the stock to Neutral-equivalent ratings.</li></ul><h2><b>Top 5 Initiations:</b></h2><ul><li>Cowen analyst Max Rakhlenko initiated coverage of <b>Home Depot</b>(HD) with an Outperform rating and $350 price target. Rakhlenko is constructive on the opportunity to grow share, increase sales productivity, accelerate the flywheel, and expand EBIT margin as Home Depot's Pro ecosystem comes together. The analyst also started coverage of Lowe’s with a Market Perform rating.</li><li>Craig-Hallum analyst Alexander Nowak initiated coverage of <b>Guardant Health</b>(GH) with a Buy rating and a price target of $88. Ten years since Guardant's foundation and five years as a public company are just a precursor to its potential, says the analyst, who believes the company will "dramatically change" cancer care in the next five years using liquid biopsies.</li><li>Barrington analyst Vincent Colicchio initiated coverage of <b>Wayside Technology</b>(WSTG) with an Outperform rating and $40 price target. Wayside's strategy of partnering early with "disruptive technology vendors early helps drive rapid growth, the analyst argues.</li><li>Piper Sandler analyst Harsh Kumar initiated coverage of <b>D-Wave Quantum</b>(QBTS) with an Overweight rating and $12 price target. The analyst noted that D-Wave is one of the very few revenue-producing companies with a functional quantum computer today.</li><li>Goldman Sachs analyst Gabriela Borges initiated coverage of <b>EverCommerce</b>(EVCM) with a Sell rating and $8 price target. While constructive on EverCommerce's ability to further penetrate its target verticals, the analyst believes it will be difficult for the company to execute its growth strategy over the following 12 months.</li></ul></body></html>","source":"lsy1649979459173","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>Netflix and Lockheed Martin Upgrade, Best Buy Downgrades: Top Calls on Wall Street</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\">\nNetflix and Lockheed Martin Upgrade, Best Buy Downgrades: Top Calls on Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-19 22:18 GMT+8 <a href=https://thefly.com/landingPageNews.php?id=3598420&headline=NFLX;LMT;VEEV;XOM;IAG;LOW;BBY;AAP;EXAS;SAM;OLPX;HD;GH;WSTG;QBTS;EVCM-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations><strong>the fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:Deutsche Bank analyst Bryan Kraft upgraded Netflix(NFLX) to Buy from Hold with a price target of $350, up from $270, following the company’s quarterly results. The analyst now sees ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3598420&headline=NFLX;LMT;VEEV;XOM;IAG;LOW;BBY;AAP;EXAS;SAM;OLPX;HD;GH;WSTG;QBTS;EVCM-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LMT":"洛克希德马丁","NFLX":"奈飞","BBY":"百思买"},"source_url":"https://thefly.com/landingPageNews.php?id=3598420&headline=NFLX;LMT;VEEV;XOM;IAG;LOW;BBY;AAP;EXAS;SAM;OLPX;HD;GH;WSTG;QBTS;EVCM-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178125812","content_text":"Top 5 Upgrades:Deutsche Bank analyst Bryan Kraft upgraded Netflix(NFLX) to Buy from Hold with a price target of $350, up from $270, following the company’s quarterly results. The analyst now sees visibility into a subscriber growth inflection point next year given that Netflix management has confirmed both the early 2023 introduction of its new measures designed to better monetize account sharing, and the early November timing of its advertising-based video on demand tier launch in 12 top markets. JPMorgan analyst Doug Anmuth also upgraded Netflix to Overweight from Neutral with a price target of $330, up from $240.Baird analyst Peter Arment upgraded Lockheed Martin(LMT) to Outperform from Neutral with an unchanged price target of $513. Given the multi-year free cash flow outlook offered and 2023 guidance that met Street expectations, headline risks have been reduced, \"leaving little for bears,\" Arment told investors.JPMorgan analyst Anne Samuel upgraded Veeva Systems(VEEV) to Neutral from Underweight with a price target of $170, down from $225. While the company's growth profile has decelerated and macro headwinds are pressuring the near-term, Veeva is not \"structurally broken,\" Samuel told investors in a research note.Jefferies analyst Lloyd Byrne upgraded Exxon Mobil(XOM) to Buy from Hold with a price target of $133, up from $90, as he assumed coverage of the shares.BofA analyst Lawson Winder upgraded IAMGold(IAG) to Buy from Underperform with a price target of $1.65, up from $1.20. The company's sale of Rosebel Gold Mines for $360M is well above his carrying value of $177M and represents a strong step in addressing the funding gap for the development of Cote Gold mine, the analyst told investors in a research note.Top 5 Downgrades:Evercore ISI analyst Greg Melich downgraded Lowe's(LOW) to In Line from Outperform with a $210 price target, down from $220. While Melich believes Lowe's management can get margins to 13% over time, further short-term slowdown of home improvement demand could trip the growth path.Evercore ISI analyst Greg Melich downgraded Best Buy(BBY) to In Line from Outperform with a price target of $70, down from $80. Melich believes Best Buy comps could continue to run negative into 2023 as deflation sets in, telling investors in a research note that the firm is already seeing initial signs of consumer electronics deflation, and elevated inventory levels could put pressure on Best Buy's margins in the second half of 2022. The analyst also downgraded Advanced Auto Parts (AAP) to In Line from Outperform.Craig-Hallum analyst Alex Nowak downgraded Exact Sciences(EXAS) to Hold from Buy with a price target of $35, down from $60. The analyst sees asymmetric risk forming in Exact Sciences' shares and the likelihood shares could be capped.Evercore ISI analyst Robert Ottenstein downgraded Boston Beer(SAM) to In Line from Outperform with an unchanged price target of $330. He believes that estimates for 2023 are \"too high\" and that the stock may need some time for investors to regain confidence.JPMorgan analyst Andrea Teixeira double downgraded Olaplex Holdings(OLPX) to Underweight from Overweight with a price target of $8, down from $16, after the company announced a substantial guidance cut for 2022 did not affirm its medium-term targets. BofA analyst Jonathan Keypour also double downgraded Olaplex Holdings to Underperform from Buy, while Jefferies, Morgan Stanley, Raymond James, and Evercore ISI cut the stock to Neutral-equivalent ratings.Top 5 Initiations:Cowen analyst Max Rakhlenko initiated coverage of Home Depot(HD) with an Outperform rating and $350 price target. Rakhlenko is constructive on the opportunity to grow share, increase sales productivity, accelerate the flywheel, and expand EBIT margin as Home Depot's Pro ecosystem comes together. The analyst also started coverage of Lowe’s with a Market Perform rating.Craig-Hallum analyst Alexander Nowak initiated coverage of Guardant Health(GH) with a Buy rating and a price target of $88. Ten years since Guardant's foundation and five years as a public company are just a precursor to its potential, says the analyst, who believes the company will \"dramatically change\" cancer care in the next five years using liquid biopsies.Barrington analyst Vincent Colicchio initiated coverage of Wayside Technology(WSTG) with an Outperform rating and $40 price target. Wayside's strategy of partnering early with \"disruptive technology vendors early helps drive rapid growth, the analyst argues.Piper Sandler analyst Harsh Kumar initiated coverage of D-Wave Quantum(QBTS) with an Overweight rating and $12 price target. The analyst noted that D-Wave is one of the very few revenue-producing companies with a functional quantum computer today.Goldman Sachs analyst Gabriela Borges initiated coverage of EverCommerce(EVCM) with a Sell rating and $8 price target. While constructive on EverCommerce's ability to further penetrate its target verticals, the analyst believes it will be difficult for the company to execute its growth strategy over the following 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953830678,"gmtCreate":1673216139295,"gmtModify":1676538799247,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Please like ","listText":"Please like ","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953830678","repostId":"2301735185","repostType":4,"repost":{"id":"2301735185","kind":"highlight","pubTimestamp":1673147100,"share":"https://ttm.financial/m/news/2301735185?lang=&edition=full_marsco","pubTime":"2023-01-08 11:05","market":"us","language":"en","title":"Tesla: Woke Mob Fury - 20 Top Growth Stocks Ranked","url":"https://stock-news.laohu8.com/highlight/detail?id=2301735185","media":"Seeking Alpha","summary":"SummaryAs the woke mob’s fury grows, Tesla shares are down 70%, despite the fact that revenues and p","content":"<html><head></head><body><h2>Summary</h2><ul><li>As the woke mob’s fury grows, Tesla shares are down 70%, despite the fact that revenues and profits keep growing rapidly.</li><li>We rank Tesla (based on fundamental metrics) versus 20 top growth stocks sourced from the top 10 holdings of two popular active growth ETFs (Future Fund (FFND), ARK Innovation (ARKK)).</li><li>Both funds have large positions in Tesla.</li><li>We dive deeper into Tesla, including its tangled business history with the woke mob, future growth potential, profitability, valuation and big risks.</li><li>We conclude with some critical takeaways and our strong opinion about investing in Tesla and growth stocks in general.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a85f0616585571533c4f60e434cc42b7\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Blue Harbinger Research, Big Dividends PLUS jetcityimage</span></p><p>Tesla (NASDAQ:TSLA) shares are down more than 70%, and it’s going to get worse. For starters, the “woke mob” is ticked at CEO Elon Musk. Next, growth stocks in general are getting hammered as interest rates rise and there is no “fed put” in sight. In this report, we rank Tesla (based on fundamental metrics) versus 20 top growth stocks sourced from the top 10 holdings of two popular active growth ETFs, Future Fund (FFND) and ARK Innovation (ARKK), both have very large positions in Tesla. After digging deeper into the details on Tesla (including its tangled business history with the woke mob, future growth potential, profitability, valuation and risks), we conclude with our strong opinion about investing in Tesla and growth stocks in general.</p><h2>Tesla Overview:</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/898f585435879dffaa9dec83e460b41c\" tg-width=\"424\" tg-height=\"98\" referrerpolicy=\"no-referrer\"/><span>Tesla</span></p><p>As you know, Tesla designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems (in the United States, China, and internationally). For reporting purposes, the company is divided into two operating segments (Automotive, and Energy Generation and Storage), but there is a lot more going on. For starters, here is a high level look at Tesla’s recent operations, in terms of vehicle production and deliveries, as well as solar and storage deployment and supercharger stations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aedaf32fc31973d75c7cc11d1af38908\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 Investor Presentation</span></p><h2>Electric Vehicles: The Un-Holy Grail</h2><p>Tesla’s electric vehicles (“EVs”) and other solutions have captured mounds of positive (and some negative) attention over the years, in large part because it seems to provide a compelling alternative to the dangers of fossil fuel consumption (pollution) and climate change. And while these are noble aspirations, the reality is:</p><blockquote><i>Electricity grids in most of the world are still powered by fossil fuels such as coal or oil, and EVs depend on that energy to get charged. Separately, EV battery production remains an energy-intensive process.</i></blockquote><p>Basically, EV’s are still largely powered by the fossil fuels that many are trying to avoid. Further, electric vehicle batteries are extraordinarily harmful to the environment when their lives are over (plus the mining that goes into obtaining the rare elements for batteries is particularly unfriendly to the environment too). For example:</p><blockquote><i>Not only do these batteries require large amounts of raw materials, including lithium, nickel and cobalt – mining for which has climate, environmental and human rights impacts – they also threaten to leave a mountain of electronic waste as they reach the end of their lives.</i></blockquote><p>Further still, and despite the fact that Tesla has built out an impressive charging network (you can see the numbers in the table above), it’s still a lot easier and faster to simply fill up with gas than it can be to charge an electric vehicle. We’ll have a lot more to say about Tesla vehicles and other Tesla solutions in the section of this report on growth potential.</p><h2>Tesla’s History: In Bed with the Woke Mob</h2><p>Tesla was incorporated in 2003, and Elon Must became the largest shareholder in 2004 through a $6.5 million investment (Musk had $100 million from his recent sale of <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL)—a company he cofounded). However, It wasn’t until 2021 when the company finally become profitable, for the first time, without the help of emissions credits. If you don’t know, emission credits are basically financial incentives created by government entities to help reduce pollution. And these types of government incentives were a huge factor in allowing Tesla to remain in existence over the years. For example, Tesla was only about a month away from going bankrupt during the Model 3 ramp from mid-2017 to mid-2019.</p><p>Clearly emission credits and government incentives helped Tesla become the large organization it is today (we’ll have more to say about Tesla’s current financial position later in this report), and those credits and incentives would not have existed were it not for the social and political pressures of the environmentally-focused woke mob.</p><h2>Why Growth Stocks Are Getting Crushed:</h2><p>Here is a look at the recent performance of growth stocks (including the S&P 500 Growth Index (IVW), the Future Fund and the ARK innovation ETF) versus the S&P 500 (SPY). It’s not been pretty for growth stocks, and it’s going to get worse (as we explain below).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e4ecc5604d9091ef9a9441191395d91\" tg-width=\"640\" tg-height=\"451\" referrerpolicy=\"no-referrer\"/><span>YCharts</span></p><p>In simple terms, growth stocks are getting hammered because the pandemic bubble is bursting. Specifically, the extraordinarily easy monetary and fiscal policies that were implemented after the onset of the pandemic led growth stocks to soar (because central banks held borrowing costs / interest rates artificially low (near 0%) and governments were throwing free money everywhere). And now that free money is gone, we’re left with the giant sucking sound of high inflation as central banks rapidly raise rates to fight the inflation they helped create.</p><p>Making matters worse, there is no “fed put” this time around (i.e. the fed isn’t going to bail out the stock market, as they have done in the past). The fed’s dual mandate is full employment and low inflation, and because unemployment is low but inflation is high, they’re going to keep raising rates (to fight inflation) which is driving the economy closer to an ugly recession. Basically, if you are a stock market investor (particularly a growth stock investor) the fed will likely keep tightening the screws on you until high inflation is gone.</p><h2>20 Top Growth Stocks, Ranked:</h2><p>The following tables include the top 10 holdings of two popular growth funds (i.e. Future Fund and ARK Innovation), as well as a variety of additional data points that are important considering the current macroeconomic environment (i.e. recession looming and a hawkish fed). Both funds have large positions in Tesla, as you can see below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b634867b9343f2b0b3b27c7d15598ff5\" tg-width=\"640\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/><span>StockRover, Future Fund website</span></p><p>(GOOGL) (PWR) (CELH) (SPLK) (ENPH) (CRM) (ZM) (EXAS) (ROKU) (SQ) (PATH) (SHOP) (CRSP) (NTLA) (TDOC) (TWLO) (U) (COIN) (DKNG) (BEAM)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5880c717cb5242d92253c23797f124f9\" tg-width=\"640\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/><span>StockRover, ARK website</span></p><p>The “Growth Score” (blue font) takes into consideration the 5 year history (as well as forward estimates) for EBITDA, Sales, and EPS growth (the best companies score a 100 (green) and the worst score a 0 (red)). If you’d like an expanded list, please reference our new report: Amazon: 100 Top Growth Stocks, Ranked.</p><p>Both funds (FFND and ARKK) invest in companies with very high future growth estimates (as you can see in the table above). However, from a fundamentals standpoint, you’ll also notice FFND invests in a lot more companies with positive net income margins, whereas ARKK does not. This has been an absolutely critical metric over the last year as the fed has increased rates. Specifically, companies that are not yet profitable (because they were banking on future profits) have suffered the worst losses (especially considering many of them may never achieve profits now that the fed has raised rates so much. In case you don’t know, when it comes to stock market investing—interest rates matter—a lot!</p><p>Also worth mentioning, FFND seems to pay a lot more attention to fundamentals, whereas ARKK appears largely focused on long-term growth ideas and concepts—fundamentals be darned!</p><h2>Tesla’s Future Growth Potential:</h2><p>With regards to Tesla, cash flows and profitability are both growing rapidly, a very good thing considering the current challenging capital market environment (e.g. rising interest rates).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d01496e29a20163f864265e210e046c1\" tg-width=\"640\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 Investor Presentation</span></p><p>From a business standpoint, Tesla’s vehicle deliveries continue to grow rapidly (despite the recent delivery miss, which caused the shares to sell off further); deliveries are at an all-time high.</p><p>The growing number of deliveries is so important because as production and deliveries keep ramping, so will Tesla’s economies of scale and profit. Further, Tesla could expand its total addressable market (“TAM”) by ten-fold by cutting the cost of an electric vehicle in half, according to this recent note from Sam Korus at ARK Investments.</p><blockquote><i>Last week, during its third-quarter earnings call, Elon Musk noted that Tesla is developing a vehicle that will sell at roughly half the price of the Model 3 and Model Y. While vehicles at price-points above $60,000 address ~5% of the total US car market, the addressable market expands to 50% at ~$30,000, as shown below.</i></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71ae69f9a434a648ecc86cb921b427de\" tg-width=\"1072\" tg-height=\"709\" referrerpolicy=\"no-referrer\"/><span>ARK Invest</span></p><p>Further still, Tesla has plans to launch a light truck, a semi truck and a more affordable sedan and SUV platforms. These will all contribute to economies of scale ad reduced manufacturing costs per unit. Further, Tesla’s efforts into autonomous driving software can add subscription revenue and keep the brand awareness and image high. Not to mention, Tesla’s robotaxi business add to the upside. Also notable, Tesla’s Dojo supercomputer could incrementally add value at some point in the future.</p><p>Tesla’s Energy Generation and Storage segment also continues to grow. And although not yet contributing meaningfully to profits, it continues to scale and can eventually earn margins similar to Enphase (ENPH) (a long-time Blue Harbinger Disciplined Growth Portfolio holding).</p><h2>Profitability:</h2><p>As Tesla continues to ramp, so too will its profitability (margins). It helps tremendously that the company is already profitable—something many other high-growth companies cannot say (see our earlier top growth stock tables), considering rising interest rates make for a more challenging capital markets environment. Here is a look at the company’s most recent quarterly income statement (as you can see costs are not rising as rapidly as revenues, thereby improving margins and profitability).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/555327a97cc8577e06e8387529b9896d\" tg-width=\"640\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 Investor Presentation</span></p><p>Also very important, Tesla has a healthy balance sheet (see below). In particular, the company has more current assets than total liabilities (a good thing with rates rising and considering a significant portion of debt comes due in the next few years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a1f6709a40f3c590af018baca39e5b\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 Investor Presentation</span></p><p>Tesla does not pay a dividend and has not been repurchasing shares, both good things considering the growth potential is attractive. Specifically, with a return on invested capital above the cost of capital, Tesla has wisely been reinvesting in itself.</p><h2>Valuation:</h2><p>Unlike other growth businesses that have sold off hard over the last year (as the fed has become increasingly hawkish), Tesla is actually profitable and margins are improving. This is a very good thing, but it’s also critically important to acknowledge Tesla’s high uncertainly and volatility (as compared to the auto industry and the overall S&P 500, as you can get some feel for in the graphics below).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca520a7b7f328cb18678eba573444f36\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 Investor Presentation</span></p><p>Assigning an exact valuation to Tesla given the high volatility, growth and uncertainty (Tesla is not a boring predictable company like Procter & Gamble (PG) and Johnson & Johnson (JNJ)) is a challenging endeavor with resulting numbers varying widely based on cost of capital, return on capital invested and growth rate assumptions. That said, it can be worthwhile to compare Tesla’s margins, growth rate, profitability and valuation metrics to other large companies, as shown in the table below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36f83e6837820c63254aa38f27f27ca0\" tg-width=\"640\" tg-height=\"224\" referrerpolicy=\"no-referrer\"/><span>StockRover</span></p><p>A few notable things in the table above, Tesla is actually profitable (that’s more than a lot of other high-growth stocks can say) and even though its forward P/E ratio is way above other automakers, so is its expected growth rate much higher. Further, Tesla’s cost of capital is well below its return on invested capital, and its net margins are already very impressive (much better than GM and Ford) and expected to keep improving as economies of scale grow for Tesla.</p><p>For a little more perspective, the 33 Wall Street analysts covering the shares have an aggregate “Buy” rating, and many of them have price targets significantly higher than the current share price (which is down over 70% in the last year).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea343249fa15053559dcc9626d5301f9\" tg-width=\"654\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>In our view, if Tesla continues on its current growth trajectory (a very big “if”) the shares can easily trade dramatically higher, as earnings are set to grow dramatically. And even if the growth rate comes in lower than expected (but still remains relatively high) the shares are still undervalued. From a high level, the market seems overly pessimistic on Tesla relative to its long-term earnings power and value (perhaps a near-term phenomenon related to the woke mob’s increasing contempt for CEO, Elon Musk).</p><h2>Risk Factors:</h2><p><b>Woke Mob Fury</b>: In case you haven’t noticed, Tesla is a volatile stock that gets a lot of media attention, particularly from the environmentally-focused woke mob. As alluded to earlier, the woke mob created significant political pressure that led to the emissions credits and other government-sponsored incentives that have helped Tesla become the large company it is today. However, the woke mob’s opinion of Tesla is changing rapidly.</p><p>For starters, Tesla CEO Elon Musk’s recent purchase of Twitter (a major source for information distribution) has upset many from a political standpoint because they preferred the views of prior Twitter leadership. This has created significant negative media attention for Musk and for Tesla. For example, according to this NBC News article:</p><blockquote><i>“Elon Musk’s uneasy relationship with the left explodes over Twitter takeover… Musk has helped expand America's use of electric vehicles. The left has found a lot of other things to dislike about him.”</i></blockquote><p>Further, Musk's recent sanctioning of the Twitter Files has increased the heat on him and his companies.</p><p>Related, Tesla continues to receive low ESG (Environmental, Social and corporate Governance) ratings, while large oil and gas companies are increasingly receiving better ratings. For example, see: How Does Tesla Get A Worse ESG Score Than 2 Oil Companies?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b374541c5bfeb0b752079402f643126\" tg-width=\"1203\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/><span>Twitter</span></p><p>However, given the momentum of EV adoption, we expect negative sentiment to create more short-term pressure than long-term pressure. Further still, as constituents work to increase the use of alternative energy sources in the grid, this will decrease the fossil fuel footprint of electric vehicles (although fossil fuels will likely remain the major energy source for decades to come).</p><p><b>Key-Man Risk</b>: CEO Elon Musk splits his time between Tesla, Twitter, SpaceX and The Boring Company. This creates significant demands on his time and could detract from performance (although Musk is reported to be searching for a new Twitter CEO). Further still, Musk owns a significant percentage of Tesla’s shares, which he has recently reduced to fund his Twitter acquisition. Musk sales can negatively impact the share price.</p><p><b>Competition</b>: Traditional automakers are shifting heavily towards EV production which creates increased competition for Tesla. This could cause Tesla’s growth rate to slow. Some pundits argue that Tesla’s valuation multiple should be more in-line with traditional automakers, despite Tesla’s higher growth rate, higher margins and more expansive innovation.</p><p><b>Battery Prices</b>: According to some, battery and solar panel prices will decline faster than Tesla can reduce costs, resulting in little to no profit in this areas.</p><p><b>EV Adoption</b>: The magnitude of EV adoption may not be as great as expected. Some drivers may simply prefer to stick with their gas powered vehicles.</p><p><b>Regulatory Risks</b>: Tesla has historically relied heavily on subsidies and incentives. This may make future growth more challenging. Further, some states are requiring car makes and dealers to be separate, which could create legal challenges for Tesla.</p><p><b>Macro Headwinds</b>: Macroeconomic headwinds, as described earlier, are a significant risk factor for Tesla. Interest rates are higher, economic growth is slowing and the economy is expected to enter an ugly recession. This could dramatically slow growth, although stock prices generally recover faster than the economy.</p><h2>Key Takeaways and Conclusions:</h2><p>Tesla is profitable, growing rapidly and significantly undervalued. However, that doesn’t mean the shares won’t keep falling (the woke mob is angry, and this is bad for public perception). Further, the indiscriminate growth stock selloff continues, especially with recession looming and no “fed put” in sight.</p><p>However, Tesla has the fundamental growth characteristics that Future Fund likes (it’s ranked #1 in that fund). It also ranks above the 90th percentile (a good thing) in our fundamental growth score table above. Further still, Tesla apparently has the long-term rainmaker characteristics that <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> likes (it’s ranked #3 in that fund).</p><p>If you are a low-risk, income-focused investor, stay the heck away from Tesla! But if you are a disciplined long-term growth investor, Tesla is increasingly attractive and worth considering for a spot in your prudently-diversified long-term portfolio. Although volatile, Tesla's long-term upside is very real.</p><p><i>This article is written by Blue Harbinger for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","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: Woke Mob Fury - 20 Top Growth Stocks Ranked</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\">\nTesla: Woke Mob Fury - 20 Top Growth Stocks Ranked\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-08 11:05 GMT+8 <a href=https://seekingalpha.com/article/4568437-tesla-woke-mob-fury-20-top-growth-stocks-ranked><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAs the woke mob’s fury grows, Tesla shares are down 70%, despite the fact that revenues and profits keep growing rapidly.We rank Tesla (based on fundamental metrics) versus 20 top growth stocks...</p>\n\n<a href=\"https://seekingalpha.com/article/4568437-tesla-woke-mob-fury-20-top-growth-stocks-ranked\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","TSLA":"特斯拉","BK4581":"高盛持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4548":"巴美列捷福持仓","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","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","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","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","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","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4555":"新能源车","LU0943347566.SGD":"安联收益及增长平衡基金AM 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","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-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","BK4527":"明星科技股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4550":"红杉资本持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4574":"无人驾驶","BK4551":"寇图资本持仓"},"source_url":"https://seekingalpha.com/article/4568437-tesla-woke-mob-fury-20-top-growth-stocks-ranked","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301735185","content_text":"SummaryAs the woke mob’s fury grows, Tesla shares are down 70%, despite the fact that revenues and profits keep growing rapidly.We rank Tesla (based on fundamental metrics) versus 20 top growth stocks sourced from the top 10 holdings of two popular active growth ETFs (Future Fund (FFND), ARK Innovation (ARKK)).Both funds have large positions in Tesla.We dive deeper into Tesla, including its tangled business history with the woke mob, future growth potential, profitability, valuation and big risks.We conclude with some critical takeaways and our strong opinion about investing in Tesla and growth stocks in general.Blue Harbinger Research, Big Dividends PLUS jetcityimageTesla (NASDAQ:TSLA) shares are down more than 70%, and it’s going to get worse. For starters, the “woke mob” is ticked at CEO Elon Musk. Next, growth stocks in general are getting hammered as interest rates rise and there is no “fed put” in sight. In this report, we rank Tesla (based on fundamental metrics) versus 20 top growth stocks sourced from the top 10 holdings of two popular active growth ETFs, Future Fund (FFND) and ARK Innovation (ARKK), both have very large positions in Tesla. After digging deeper into the details on Tesla (including its tangled business history with the woke mob, future growth potential, profitability, valuation and risks), we conclude with our strong opinion about investing in Tesla and growth stocks in general.Tesla Overview:TeslaAs you know, Tesla designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems (in the United States, China, and internationally). For reporting purposes, the company is divided into two operating segments (Automotive, and Energy Generation and Storage), but there is a lot more going on. For starters, here is a high level look at Tesla’s recent operations, in terms of vehicle production and deliveries, as well as solar and storage deployment and supercharger stations.Tesla Q3 Investor PresentationElectric Vehicles: The Un-Holy GrailTesla’s electric vehicles (“EVs”) and other solutions have captured mounds of positive (and some negative) attention over the years, in large part because it seems to provide a compelling alternative to the dangers of fossil fuel consumption (pollution) and climate change. And while these are noble aspirations, the reality is:Electricity grids in most of the world are still powered by fossil fuels such as coal or oil, and EVs depend on that energy to get charged. Separately, EV battery production remains an energy-intensive process.Basically, EV’s are still largely powered by the fossil fuels that many are trying to avoid. Further, electric vehicle batteries are extraordinarily harmful to the environment when their lives are over (plus the mining that goes into obtaining the rare elements for batteries is particularly unfriendly to the environment too). For example:Not only do these batteries require large amounts of raw materials, including lithium, nickel and cobalt – mining for which has climate, environmental and human rights impacts – they also threaten to leave a mountain of electronic waste as they reach the end of their lives.Further still, and despite the fact that Tesla has built out an impressive charging network (you can see the numbers in the table above), it’s still a lot easier and faster to simply fill up with gas than it can be to charge an electric vehicle. We’ll have a lot more to say about Tesla vehicles and other Tesla solutions in the section of this report on growth potential.Tesla’s History: In Bed with the Woke MobTesla was incorporated in 2003, and Elon Must became the largest shareholder in 2004 through a $6.5 million investment (Musk had $100 million from his recent sale of PayPal (PYPL)—a company he cofounded). However, It wasn’t until 2021 when the company finally become profitable, for the first time, without the help of emissions credits. If you don’t know, emission credits are basically financial incentives created by government entities to help reduce pollution. And these types of government incentives were a huge factor in allowing Tesla to remain in existence over the years. For example, Tesla was only about a month away from going bankrupt during the Model 3 ramp from mid-2017 to mid-2019.Clearly emission credits and government incentives helped Tesla become the large organization it is today (we’ll have more to say about Tesla’s current financial position later in this report), and those credits and incentives would not have existed were it not for the social and political pressures of the environmentally-focused woke mob.Why Growth Stocks Are Getting Crushed:Here is a look at the recent performance of growth stocks (including the S&P 500 Growth Index (IVW), the Future Fund and the ARK innovation ETF) versus the S&P 500 (SPY). It’s not been pretty for growth stocks, and it’s going to get worse (as we explain below).YChartsIn simple terms, growth stocks are getting hammered because the pandemic bubble is bursting. Specifically, the extraordinarily easy monetary and fiscal policies that were implemented after the onset of the pandemic led growth stocks to soar (because central banks held borrowing costs / interest rates artificially low (near 0%) and governments were throwing free money everywhere). And now that free money is gone, we’re left with the giant sucking sound of high inflation as central banks rapidly raise rates to fight the inflation they helped create.Making matters worse, there is no “fed put” this time around (i.e. the fed isn’t going to bail out the stock market, as they have done in the past). The fed’s dual mandate is full employment and low inflation, and because unemployment is low but inflation is high, they’re going to keep raising rates (to fight inflation) which is driving the economy closer to an ugly recession. Basically, if you are a stock market investor (particularly a growth stock investor) the fed will likely keep tightening the screws on you until high inflation is gone.20 Top Growth Stocks, Ranked:The following tables include the top 10 holdings of two popular growth funds (i.e. Future Fund and ARK Innovation), as well as a variety of additional data points that are important considering the current macroeconomic environment (i.e. recession looming and a hawkish fed). Both funds have large positions in Tesla, as you can see below.StockRover, Future Fund website(GOOGL) (PWR) (CELH) (SPLK) (ENPH) (CRM) (ZM) (EXAS) (ROKU) (SQ) (PATH) (SHOP) (CRSP) (NTLA) (TDOC) (TWLO) (U) (COIN) (DKNG) (BEAM)StockRover, ARK websiteThe “Growth Score” (blue font) takes into consideration the 5 year history (as well as forward estimates) for EBITDA, Sales, and EPS growth (the best companies score a 100 (green) and the worst score a 0 (red)). If you’d like an expanded list, please reference our new report: Amazon: 100 Top Growth Stocks, Ranked.Both funds (FFND and ARKK) invest in companies with very high future growth estimates (as you can see in the table above). However, from a fundamentals standpoint, you’ll also notice FFND invests in a lot more companies with positive net income margins, whereas ARKK does not. This has been an absolutely critical metric over the last year as the fed has increased rates. Specifically, companies that are not yet profitable (because they were banking on future profits) have suffered the worst losses (especially considering many of them may never achieve profits now that the fed has raised rates so much. In case you don’t know, when it comes to stock market investing—interest rates matter—a lot!Also worth mentioning, FFND seems to pay a lot more attention to fundamentals, whereas ARKK appears largely focused on long-term growth ideas and concepts—fundamentals be darned!Tesla’s Future Growth Potential:With regards to Tesla, cash flows and profitability are both growing rapidly, a very good thing considering the current challenging capital market environment (e.g. rising interest rates).Tesla Q3 Investor PresentationFrom a business standpoint, Tesla’s vehicle deliveries continue to grow rapidly (despite the recent delivery miss, which caused the shares to sell off further); deliveries are at an all-time high.The growing number of deliveries is so important because as production and deliveries keep ramping, so will Tesla’s economies of scale and profit. Further, Tesla could expand its total addressable market (“TAM”) by ten-fold by cutting the cost of an electric vehicle in half, according to this recent note from Sam Korus at ARK Investments.Last week, during its third-quarter earnings call, Elon Musk noted that Tesla is developing a vehicle that will sell at roughly half the price of the Model 3 and Model Y. While vehicles at price-points above $60,000 address ~5% of the total US car market, the addressable market expands to 50% at ~$30,000, as shown below.ARK InvestFurther still, Tesla has plans to launch a light truck, a semi truck and a more affordable sedan and SUV platforms. These will all contribute to economies of scale ad reduced manufacturing costs per unit. Further, Tesla’s efforts into autonomous driving software can add subscription revenue and keep the brand awareness and image high. Not to mention, Tesla’s robotaxi business add to the upside. Also notable, Tesla’s Dojo supercomputer could incrementally add value at some point in the future.Tesla’s Energy Generation and Storage segment also continues to grow. And although not yet contributing meaningfully to profits, it continues to scale and can eventually earn margins similar to Enphase (ENPH) (a long-time Blue Harbinger Disciplined Growth Portfolio holding).Profitability:As Tesla continues to ramp, so too will its profitability (margins). It helps tremendously that the company is already profitable—something many other high-growth companies cannot say (see our earlier top growth stock tables), considering rising interest rates make for a more challenging capital markets environment. Here is a look at the company’s most recent quarterly income statement (as you can see costs are not rising as rapidly as revenues, thereby improving margins and profitability).Tesla Q3 Investor PresentationAlso very important, Tesla has a healthy balance sheet (see below). In particular, the company has more current assets than total liabilities (a good thing with rates rising and considering a significant portion of debt comes due in the next few years.Tesla Q3 Investor PresentationTesla does not pay a dividend and has not been repurchasing shares, both good things considering the growth potential is attractive. Specifically, with a return on invested capital above the cost of capital, Tesla has wisely been reinvesting in itself.Valuation:Unlike other growth businesses that have sold off hard over the last year (as the fed has become increasingly hawkish), Tesla is actually profitable and margins are improving. This is a very good thing, but it’s also critically important to acknowledge Tesla’s high uncertainly and volatility (as compared to the auto industry and the overall S&P 500, as you can get some feel for in the graphics below).Tesla Q3 Investor PresentationAssigning an exact valuation to Tesla given the high volatility, growth and uncertainty (Tesla is not a boring predictable company like Procter & Gamble (PG) and Johnson & Johnson (JNJ)) is a challenging endeavor with resulting numbers varying widely based on cost of capital, return on capital invested and growth rate assumptions. That said, it can be worthwhile to compare Tesla’s margins, growth rate, profitability and valuation metrics to other large companies, as shown in the table below.StockRoverA few notable things in the table above, Tesla is actually profitable (that’s more than a lot of other high-growth stocks can say) and even though its forward P/E ratio is way above other automakers, so is its expected growth rate much higher. Further, Tesla’s cost of capital is well below its return on invested capital, and its net margins are already very impressive (much better than GM and Ford) and expected to keep improving as economies of scale grow for Tesla.For a little more perspective, the 33 Wall Street analysts covering the shares have an aggregate “Buy” rating, and many of them have price targets significantly higher than the current share price (which is down over 70% in the last year).Seeking AlphaIn our view, if Tesla continues on its current growth trajectory (a very big “if”) the shares can easily trade dramatically higher, as earnings are set to grow dramatically. And even if the growth rate comes in lower than expected (but still remains relatively high) the shares are still undervalued. From a high level, the market seems overly pessimistic on Tesla relative to its long-term earnings power and value (perhaps a near-term phenomenon related to the woke mob’s increasing contempt for CEO, Elon Musk).Risk Factors:Woke Mob Fury: In case you haven’t noticed, Tesla is a volatile stock that gets a lot of media attention, particularly from the environmentally-focused woke mob. As alluded to earlier, the woke mob created significant political pressure that led to the emissions credits and other government-sponsored incentives that have helped Tesla become the large company it is today. However, the woke mob’s opinion of Tesla is changing rapidly.For starters, Tesla CEO Elon Musk’s recent purchase of Twitter (a major source for information distribution) has upset many from a political standpoint because they preferred the views of prior Twitter leadership. This has created significant negative media attention for Musk and for Tesla. For example, according to this NBC News article:“Elon Musk’s uneasy relationship with the left explodes over Twitter takeover… Musk has helped expand America's use of electric vehicles. The left has found a lot of other things to dislike about him.”Further, Musk's recent sanctioning of the Twitter Files has increased the heat on him and his companies.Related, Tesla continues to receive low ESG (Environmental, Social and corporate Governance) ratings, while large oil and gas companies are increasingly receiving better ratings. For example, see: How Does Tesla Get A Worse ESG Score Than 2 Oil Companies?TwitterHowever, given the momentum of EV adoption, we expect negative sentiment to create more short-term pressure than long-term pressure. Further still, as constituents work to increase the use of alternative energy sources in the grid, this will decrease the fossil fuel footprint of electric vehicles (although fossil fuels will likely remain the major energy source for decades to come).Key-Man Risk: CEO Elon Musk splits his time between Tesla, Twitter, SpaceX and The Boring Company. This creates significant demands on his time and could detract from performance (although Musk is reported to be searching for a new Twitter CEO). Further still, Musk owns a significant percentage of Tesla’s shares, which he has recently reduced to fund his Twitter acquisition. Musk sales can negatively impact the share price.Competition: Traditional automakers are shifting heavily towards EV production which creates increased competition for Tesla. This could cause Tesla’s growth rate to slow. Some pundits argue that Tesla’s valuation multiple should be more in-line with traditional automakers, despite Tesla’s higher growth rate, higher margins and more expansive innovation.Battery Prices: According to some, battery and solar panel prices will decline faster than Tesla can reduce costs, resulting in little to no profit in this areas.EV Adoption: The magnitude of EV adoption may not be as great as expected. Some drivers may simply prefer to stick with their gas powered vehicles.Regulatory Risks: Tesla has historically relied heavily on subsidies and incentives. This may make future growth more challenging. Further, some states are requiring car makes and dealers to be separate, which could create legal challenges for Tesla.Macro Headwinds: Macroeconomic headwinds, as described earlier, are a significant risk factor for Tesla. Interest rates are higher, economic growth is slowing and the economy is expected to enter an ugly recession. This could dramatically slow growth, although stock prices generally recover faster than the economy.Key Takeaways and Conclusions:Tesla is profitable, growing rapidly and significantly undervalued. However, that doesn’t mean the shares won’t keep falling (the woke mob is angry, and this is bad for public perception). Further, the indiscriminate growth stock selloff continues, especially with recession looming and no “fed put” in sight.However, Tesla has the fundamental growth characteristics that Future Fund likes (it’s ranked #1 in that fund). It also ranks above the 90th percentile (a good thing) in our fundamental growth score table above. Further still, Tesla apparently has the long-term rainmaker characteristics that ARK Innovation ETF likes (it’s ranked #3 in that fund).If you are a low-risk, income-focused investor, stay the heck away from Tesla! But if you are a disciplined long-term growth investor, Tesla is increasingly attractive and worth considering for a spot in your prudently-diversified long-term portfolio. Although volatile, Tesla's long-term upside is very real.This article is written by Blue Harbinger for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952303851,"gmtCreate":1674429771174,"gmtModify":1676538939850,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Please like ","listText":"Please like ","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9952303851","repostId":"2305977227","repostType":4,"repost":{"id":"2305977227","kind":"highlight","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":1674428043,"share":"https://ttm.financial/m/news/2305977227?lang=&edition=full_marsco","pubTime":"2023-01-23 06:54","market":"us","language":"en","title":"Tesla, Microsoft, AT&T, Visa, Chevron and More Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2305977227","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n It will be a big week of fourth-quarter earnings, with about 90 S&P 500","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n It will be a big week of fourth-quarter earnings, with about 90 S&P 500 companies scheduled to report. There will be plenty of notable economic data releases for investors to watch out for as well. \n</p>\n<p>\n Highlights will include results from Microsoft, Johnson & Johnson, General Electric, Verizon Communications, and Lockheed Martin -- all on Tuesday. Wednesday will bring results from Tesla, AT&T, Boeing, and <a href=\"https://laohu8.com/S/IBM\">IBM</a>. American Airlines Group, Comcast, Intel, Mastercard, Southwest Airlines, and <a href=\"https://laohu8.com/S/V\">Visa</a> report on Thursday, then American Express, Charter Communications, and Chevron will close the week on Friday. \n</p>\n<p>\n On Monday, the Conference Board reports its Leading Economic Index for December, then S&P Global releases both the Manufacturing and Services Purchasing Managers' Indexes for January on Tuesday. Both are expected to remain in contraction territory. \n</p>\n<p>\n On Thursday, the Bureau of Economic Analysis will report fourth-quarter gross-domestic-product, which is expected to show a 2.5% annual rate of growth. Also on Thursday, the Census Bureau will release the durable goods report for December. \n</p>\n<p>\n Finally, the Bureau of Economic Analysis will report personal income and outlays for December on Friday. Earnings are expected to show a 0.2% month-over-month rise, while spending is seen slipping 0.1%. The Federal Reserve's preferred inflation gauge will be part of the same report, and is forecast to be up 4.4% from a year earlier. \n</p>\n<p>\n Monday 1/23 \n</p>\n<p>\n Baker Hughes, Brown & Brown, and <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a> report quarterly results. \n</p>\n<p>\n The Conference Board releases its Leading Economic Index for December. Consensus estimate is for a 0.6% month-over-month decline, after a 1% drop in November. \n</p>\n<p>\n Tuesday 1/24 \n</p>\n<p>\n Microsoft reports second-quarter fiscal-2023 results. The software giant recently announced 10,000 layoffs as part of cost-cutting measures. Analysts expect only 3% year-over-year revenue growth for the quarter, the slowest since 2016. \n</p>\n<p>\n <a href=\"https://laohu8.com/S/MMM\">3M</a>, Capital One Financial, Danaher, D.R. Horton, General Electric, Halliburton, Johnson & Johnson, Lockheed Martin, Paccar, Raytheon Technologies, Texas Instruments, Union Pacific, and Verizon Communications release earnings. \n</p>\n<p>\n S&P Global releases both its Manufacturing and Services Purchasing Managers' Indexes for January. Economists forecast a 46.5 reading for the Manufacturing PMI and a 47.5 reading for the Services PMI. This compares with 46.2 and 44.7, respectively, in December. \n</p>\n<p>\n Wednesday 1/25 \n</p>\n<p>\n Abbott Laboratories, Ameriprise Financial, ASML Holding, AT&T, Automatic Data Processing, Boeing, Crown Castle, CSX, <a href=\"https://laohu8.com/S/ELV\">Elevance Health</a>, Freeport-McMoRan, General Dynamics, Hess, IBM, Kimberly-Clark, Lam Research, Las Vegas Sands, Nasdaq, NextEra Energy, Norfolk Southern, <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>, TE Connectivity, Tesla, and <a href=\"https://laohu8.com/S/USBOV\">U.S. Bancorp</a> announce quarterly results. \n</p>\n<p>\n Thursday 1/26 \n</p>\n<p>\n American Airlines Group, Archer-Daniels-Midland, Blackstone, Comcast, Dow, Intel, KLA, Marsh & McLennan, Mastercard, Northrop Grumman, Nucor, SAP, Sherwin-Williams, Southwest Airlines, Valero Energy, and Visa hold conference calls to discuss earnings. \n</p>\n<p>\n The Bureau of Economic Analysis reports fourth-quarter gross-domestic-product growth. The economy is expected to have grown at a 2.5% annual rate, following a 3.2% increase for the third quarter. \n</p>\n<p>\n The Census Bureau releases the durable goods report for December. The consensus call is for new orders for manufactured durable goods to increase 2.5%, to $277 billion. \n</p>\n<p>\n Friday 1/27 \n</p>\n<p>\n American Express, Charter Communications, Chevron, Colgate-Palmolive, HCA Healthcare, and Roper Technologies report quarterly results. \n</p>\n<p>\n The BEA reports personal income and outlays for December. Personal income is expected to rise 0.2% month over month compared with a 0.4% gain in November, while spending is seen declining 0.1% after rising 0.1% previously. The Federal Reserve's favored inflation gauge, the core personal-consumption expenditures price index, is forecast to increase 4.4% year over year, three-tenths of a percentage point less than in November. \n</p>\n<p>\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n January 22, 2023 21:15 ET (02:15 GMT)\n</p>\n<p>\n Copyright (c) 2023 Dow Jones & Company, Inc.\n</p>\n</font>","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, Microsoft, AT&T, Visa, Chevron and More Stocks for Investors to Watch This Week</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, Microsoft, AT&T, Visa, Chevron and More Stocks for Investors to Watch This Week\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\">2023-01-23 06:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n It will be a big week of fourth-quarter earnings, with about 90 S&P 500 companies scheduled to report. There will be plenty of notable economic data releases for investors to watch out for as well. \n</p>\n<p>\n Highlights will include results from Microsoft, Johnson & Johnson, General Electric, Verizon Communications, and Lockheed Martin -- all on Tuesday. Wednesday will bring results from Tesla, AT&T, Boeing, and <a href=\"https://laohu8.com/S/IBM\">IBM</a>. American Airlines Group, Comcast, Intel, Mastercard, Southwest Airlines, and <a href=\"https://laohu8.com/S/V\">Visa</a> report on Thursday, then American Express, Charter Communications, and Chevron will close the week on Friday. \n</p>\n<p>\n On Monday, the Conference Board reports its Leading Economic Index for December, then S&P Global releases both the Manufacturing and Services Purchasing Managers' Indexes for January on Tuesday. Both are expected to remain in contraction territory. \n</p>\n<p>\n On Thursday, the Bureau of Economic Analysis will report fourth-quarter gross-domestic-product, which is expected to show a 2.5% annual rate of growth. Also on Thursday, the Census Bureau will release the durable goods report for December. \n</p>\n<p>\n Finally, the Bureau of Economic Analysis will report personal income and outlays for December on Friday. Earnings are expected to show a 0.2% month-over-month rise, while spending is seen slipping 0.1%. The Federal Reserve's preferred inflation gauge will be part of the same report, and is forecast to be up 4.4% from a year earlier. \n</p>\n<p>\n Monday 1/23 \n</p>\n<p>\n Baker Hughes, Brown & Brown, and <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a> report quarterly results. \n</p>\n<p>\n The Conference Board releases its Leading Economic Index for December. Consensus estimate is for a 0.6% month-over-month decline, after a 1% drop in November. \n</p>\n<p>\n Tuesday 1/24 \n</p>\n<p>\n Microsoft reports second-quarter fiscal-2023 results. The software giant recently announced 10,000 layoffs as part of cost-cutting measures. Analysts expect only 3% year-over-year revenue growth for the quarter, the slowest since 2016. \n</p>\n<p>\n <a href=\"https://laohu8.com/S/MMM\">3M</a>, Capital One Financial, Danaher, D.R. Horton, General Electric, Halliburton, Johnson & Johnson, Lockheed Martin, Paccar, Raytheon Technologies, Texas Instruments, Union Pacific, and Verizon Communications release earnings. \n</p>\n<p>\n S&P Global releases both its Manufacturing and Services Purchasing Managers' Indexes for January. Economists forecast a 46.5 reading for the Manufacturing PMI and a 47.5 reading for the Services PMI. This compares with 46.2 and 44.7, respectively, in December. \n</p>\n<p>\n Wednesday 1/25 \n</p>\n<p>\n Abbott Laboratories, Ameriprise Financial, ASML Holding, AT&T, Automatic Data Processing, Boeing, Crown Castle, CSX, <a href=\"https://laohu8.com/S/ELV\">Elevance Health</a>, Freeport-McMoRan, General Dynamics, Hess, IBM, Kimberly-Clark, Lam Research, Las Vegas Sands, Nasdaq, NextEra Energy, Norfolk Southern, <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>, TE Connectivity, Tesla, and <a href=\"https://laohu8.com/S/USBOV\">U.S. Bancorp</a> announce quarterly results. \n</p>\n<p>\n Thursday 1/26 \n</p>\n<p>\n American Airlines Group, Archer-Daniels-Midland, Blackstone, Comcast, Dow, Intel, KLA, Marsh & McLennan, Mastercard, Northrop Grumman, Nucor, SAP, Sherwin-Williams, Southwest Airlines, Valero Energy, and Visa hold conference calls to discuss earnings. \n</p>\n<p>\n The Bureau of Economic Analysis reports fourth-quarter gross-domestic-product growth. The economy is expected to have grown at a 2.5% annual rate, following a 3.2% increase for the third quarter. \n</p>\n<p>\n The Census Bureau releases the durable goods report for December. The consensus call is for new orders for manufactured durable goods to increase 2.5%, to $277 billion. \n</p>\n<p>\n Friday 1/27 \n</p>\n<p>\n American Express, Charter Communications, Chevron, Colgate-Palmolive, HCA Healthcare, and Roper Technologies report quarterly results. \n</p>\n<p>\n The BEA reports personal income and outlays for December. Personal income is expected to rise 0.2% month over month compared with a 0.4% gain in November, while spending is seen declining 0.1% after rising 0.1% previously. The Federal Reserve's favored inflation gauge, the core personal-consumption expenditures price index, is forecast to increase 4.4% year over year, three-tenths of a percentage point less than in November. \n</p>\n<p>\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n January 22, 2023 21:15 ET (02:15 GMT)\n</p>\n<p>\n Copyright (c) 2023 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0149725797.USD":"汇丰美国股市经济规模基金","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0122376428.USD":"贝莱德世界能源基金A2","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4007":"制药","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC",".DJI":"道琼斯","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD",".IXIC":"NASDAQ Composite","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4559":"巴菲特持仓","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD",".SPX":"S&P 500 Index","BK4527":"明星科技股","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4579":"人工智能","BK4500":"航空公司","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BA":"波音","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4097":"系统软件","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","V":"Visa","BK4511":"特斯拉概念","MSFT":"微软","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","CVX":"雪佛龙","SG9999001424.SGD":"United E-Commerce Fund SGD","BK4201":"综合性石油与天然气企业","LU1046421795.USD":"富达环球科技A-ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","BK4516":"特朗普概念","TSLA":"特斯拉","T":"美国电话电报","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4515":"5G概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305977227","content_text":"By Nicholas Jasinski \n\n\n It will be a big week of fourth-quarter earnings, with about 90 S&P 500 companies scheduled to report. There will be plenty of notable economic data releases for investors to watch out for as well. \n\n\n Highlights will include results from Microsoft, Johnson & Johnson, General Electric, Verizon Communications, and Lockheed Martin -- all on Tuesday. Wednesday will bring results from Tesla, AT&T, Boeing, and IBM. American Airlines Group, Comcast, Intel, Mastercard, Southwest Airlines, and Visa report on Thursday, then American Express, Charter Communications, and Chevron will close the week on Friday. \n\n\n On Monday, the Conference Board reports its Leading Economic Index for December, then S&P Global releases both the Manufacturing and Services Purchasing Managers' Indexes for January on Tuesday. Both are expected to remain in contraction territory. \n\n\n On Thursday, the Bureau of Economic Analysis will report fourth-quarter gross-domestic-product, which is expected to show a 2.5% annual rate of growth. Also on Thursday, the Census Bureau will release the durable goods report for December. \n\n\n Finally, the Bureau of Economic Analysis will report personal income and outlays for December on Friday. Earnings are expected to show a 0.2% month-over-month rise, while spending is seen slipping 0.1%. The Federal Reserve's preferred inflation gauge will be part of the same report, and is forecast to be up 4.4% from a year earlier. \n\n\n Monday 1/23 \n\n\n Baker Hughes, Brown & Brown, and Synchrony Financial report quarterly results. \n\n\n The Conference Board releases its Leading Economic Index for December. Consensus estimate is for a 0.6% month-over-month decline, after a 1% drop in November. \n\n\n Tuesday 1/24 \n\n\n Microsoft reports second-quarter fiscal-2023 results. The software giant recently announced 10,000 layoffs as part of cost-cutting measures. Analysts expect only 3% year-over-year revenue growth for the quarter, the slowest since 2016. \n\n\n3M, Capital One Financial, Danaher, D.R. Horton, General Electric, Halliburton, Johnson & Johnson, Lockheed Martin, Paccar, Raytheon Technologies, Texas Instruments, Union Pacific, and Verizon Communications release earnings. \n\n\n S&P Global releases both its Manufacturing and Services Purchasing Managers' Indexes for January. Economists forecast a 46.5 reading for the Manufacturing PMI and a 47.5 reading for the Services PMI. This compares with 46.2 and 44.7, respectively, in December. \n\n\n Wednesday 1/25 \n\n\n Abbott Laboratories, Ameriprise Financial, ASML Holding, AT&T, Automatic Data Processing, Boeing, Crown Castle, CSX, Elevance Health, Freeport-McMoRan, General Dynamics, Hess, IBM, Kimberly-Clark, Lam Research, Las Vegas Sands, Nasdaq, NextEra Energy, Norfolk Southern, ServiceNow, TE Connectivity, Tesla, and U.S. Bancorp announce quarterly results. \n\n\n Thursday 1/26 \n\n\n American Airlines Group, Archer-Daniels-Midland, Blackstone, Comcast, Dow, Intel, KLA, Marsh & McLennan, Mastercard, Northrop Grumman, Nucor, SAP, Sherwin-Williams, Southwest Airlines, Valero Energy, and Visa hold conference calls to discuss earnings. \n\n\n The Bureau of Economic Analysis reports fourth-quarter gross-domestic-product growth. The economy is expected to have grown at a 2.5% annual rate, following a 3.2% increase for the third quarter. \n\n\n The Census Bureau releases the durable goods report for December. The consensus call is for new orders for manufactured durable goods to increase 2.5%, to $277 billion. \n\n\n Friday 1/27 \n\n\n American Express, Charter Communications, Chevron, Colgate-Palmolive, HCA Healthcare, and Roper Technologies report quarterly results. \n\n\n The BEA reports personal income and outlays for December. Personal income is expected to rise 0.2% month over month compared with a 0.4% gain in November, while spending is seen declining 0.1% after rising 0.1% previously. The Federal Reserve's favored inflation gauge, the core personal-consumption expenditures price index, is forecast to increase 4.4% year over year, three-tenths of a percentage point less than in November. \n\n\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n (END) Dow Jones Newswires\n\n\n January 22, 2023 21:15 ET (02:15 GMT)\n\n\n Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180109486,"gmtCreate":1623193158645,"gmtModify":1704197868502,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Gd read","listText":"Gd read","text":"Gd read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/180109486","repostId":"1166056944","repostType":4,"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955262433,"gmtCreate":1675467451923,"gmtModify":1676539004440,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Please like ","listText":"Please like ","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955262433","repostId":"1139466231","repostType":4,"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960029782,"gmtCreate":1668036003346,"gmtModify":1676538000508,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Please like ","listText":"Please like ","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9960029782","repostId":"2282353541","repostType":4,"repost":{"id":"2282353541","kind":"highlight","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":1668047258,"share":"https://ttm.financial/m/news/2282353541?lang=&edition=full_marsco","pubTime":"2022-11-10 10:27","market":"us","language":"en","title":"Wall Street Ends Lower After Midterm Election, CPI in Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2282353541","media":"Reuters","summary":"*$Meta Platforms(META)$ gains on decision to cut 11,000 jobs*Disney sees biggest one-day drop since 2001 after report*Indexes: S&P 500 -2.08%, Nasdaq -2.48%, Dow -1.95%Nov 9 (Reuters) - Wall Street en","content":"<html><head></head><body><p>* <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> gains on decision to cut 11,000 jobs</p><p>* Disney sees biggest one-day drop since 2001 after report</p><p>* Indexes: S&P 500 -2.08%, Nasdaq -2.48%, Dow -1.95%</p><p><img src=\"https://static.tigerbbs.com/c7d9dcea179028fdb2feafbd467d08d9\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p><p>Nov 9 (Reuters) - Wall Street ended sharply lower on Wednesday as Republican gains in midterm elections appeared more modest than some expected, with investors also focusing on upcoming inflation data that will provide clues about the severity of future interest rate hikes.</p><p>Republicans were still favored to win control of the House of Representatives but key races were too close to call, with a better-than-expected showing by Democrats diminishing the prospect of a so-called red wave of Republican gains.</p><p>"What was really more expected in the market was a red wave," said Jay Hatfield, CEO of Infrastructure Capital Management in New York. "I think we were in a unique situation where the more the Republicans won, the better off the market would have been. At least there would have been some stocks strongly rallying, like defense and energy stocks."</p><p>Also hurting sentiment, Walt Disney Co tumbled 13% - its biggest one-day drop since 2001 - after the entertainment heavyweight reported more losses from its push into streaming video.</p><p>Tesla Inc dropped 7.2% to a two-year low after Chief Executive Elon Musk late on Tuesday disclosed that he sold $3.95 billion worth of shares in the electric-vehicle maker days after he closed the $44 billion deal for Twitter Inc.</p><p>Clean energy shares, which typically benefit under a Democratic leadership, rose, with the Invesco Solar ETF up almost 1%.</p><p>Wednesday's drop on Wall Street ended a three-day rally in which the S&P 500 had gained almost 3%.</p><p>With the election outcome still uncertain, investors were turning their attention to October inflation data due out on Thursday, which could shed more light on whether the Fed might soften its aggressive stance on interest rate hikes.</p><p>"CPI is one of the more important inputs in terms of the inflation environment. You'd be hard-pressed to find many investors that want to make a big bet in front of (the report)," said Art Hogan, chief market strategist at B. Riley Financial.</p><p>Major indexes added to declines as Treasury yields climbed further after a poor auction of 10-year notes by the U.S. Treasury. Treasury yields reversed and fell later in the day.</p><p>Traders are split over whether the Fed will raise rates by 50 basis points or 75 basis points in December, according to CME Group's Fedwatch tool.</p><p>The S&P 500 declined 2.08% to end the session at 3,748.57 points.</p><p>The Nasdaq declined 2.48% to 10,353.18 points, while the Dow Jones Industrial Average declined 1.95% to 32,513.94 points.</p><p>Investors also fretted about the health of major cryptocurrency exchange FTX after a deal to buy it collapsed as bigger rival Binance said it was pulling out.</p><p>Meta Platforms Inc jumped about 5% after the Facebook parent said it was cutting 13% of its workforce, or more than 11,000 employees, in one of the biggest tech layoffs this year.</p><p>Wendy's Co rallied 3% after the hamburger chain reported quarterly sales and profit that beat analysts' estimates.</p><p>Declining stocks outnumbered rising ones within the S&P 500 by a 11.9-to-one ratio.</p><p>The S&P 500 posted 10 new highs and 16 new lows; the Nasdaq recorded 69 new highs and 463 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 11.6 billion shares traded, compared with an average of 11.8 billion shares over the previous 20 sessions.</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>Wall Street Ends Lower After Midterm Election, CPI in Focus</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\">\nWall Street Ends Lower After Midterm Election, CPI in Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-10 10:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> gains on decision to cut 11,000 jobs</p><p>* Disney sees biggest one-day drop since 2001 after report</p><p>* Indexes: S&P 500 -2.08%, Nasdaq -2.48%, Dow -1.95%</p><p><img src=\"https://static.tigerbbs.com/c7d9dcea179028fdb2feafbd467d08d9\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p><p>Nov 9 (Reuters) - Wall Street ended sharply lower on Wednesday as Republican gains in midterm elections appeared more modest than some expected, with investors also focusing on upcoming inflation data that will provide clues about the severity of future interest rate hikes.</p><p>Republicans were still favored to win control of the House of Representatives but key races were too close to call, with a better-than-expected showing by Democrats diminishing the prospect of a so-called red wave of Republican gains.</p><p>"What was really more expected in the market was a red wave," said Jay Hatfield, CEO of Infrastructure Capital Management in New York. "I think we were in a unique situation where the more the Republicans won, the better off the market would have been. At least there would have been some stocks strongly rallying, like defense and energy stocks."</p><p>Also hurting sentiment, Walt Disney Co tumbled 13% - its biggest one-day drop since 2001 - after the entertainment heavyweight reported more losses from its push into streaming video.</p><p>Tesla Inc dropped 7.2% to a two-year low after Chief Executive Elon Musk late on Tuesday disclosed that he sold $3.95 billion worth of shares in the electric-vehicle maker days after he closed the $44 billion deal for Twitter Inc.</p><p>Clean energy shares, which typically benefit under a Democratic leadership, rose, with the Invesco Solar ETF up almost 1%.</p><p>Wednesday's drop on Wall Street ended a three-day rally in which the S&P 500 had gained almost 3%.</p><p>With the election outcome still uncertain, investors were turning their attention to October inflation data due out on Thursday, which could shed more light on whether the Fed might soften its aggressive stance on interest rate hikes.</p><p>"CPI is one of the more important inputs in terms of the inflation environment. You'd be hard-pressed to find many investors that want to make a big bet in front of (the report)," said Art Hogan, chief market strategist at B. Riley Financial.</p><p>Major indexes added to declines as Treasury yields climbed further after a poor auction of 10-year notes by the U.S. Treasury. Treasury yields reversed and fell later in the day.</p><p>Traders are split over whether the Fed will raise rates by 50 basis points or 75 basis points in December, according to CME Group's Fedwatch tool.</p><p>The S&P 500 declined 2.08% to end the session at 3,748.57 points.</p><p>The Nasdaq declined 2.48% to 10,353.18 points, while the Dow Jones Industrial Average declined 1.95% to 32,513.94 points.</p><p>Investors also fretted about the health of major cryptocurrency exchange FTX after a deal to buy it collapsed as bigger rival Binance said it was pulling out.</p><p>Meta Platforms Inc jumped about 5% after the Facebook parent said it was cutting 13% of its workforce, or more than 11,000 employees, in one of the biggest tech layoffs this year.</p><p>Wendy's Co rallied 3% after the hamburger chain reported quarterly sales and profit that beat analysts' estimates.</p><p>Declining stocks outnumbered rising ones within the S&P 500 by a 11.9-to-one ratio.</p><p>The S&P 500 posted 10 new highs and 16 new lows; the Nasdaq recorded 69 new highs and 463 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 11.6 billion shares traded, compared with an average of 11.8 billion shares over the previous 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","META":"Meta Platforms, Inc.","WEN":"温蒂汉堡",".DJI":"道琼斯","DIS":"迪士尼",".IXIC":"NASDAQ Composite","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282353541","content_text":"* Meta Platforms gains on decision to cut 11,000 jobs* Disney sees biggest one-day drop since 2001 after report* Indexes: S&P 500 -2.08%, Nasdaq -2.48%, Dow -1.95%Nov 9 (Reuters) - Wall Street ended sharply lower on Wednesday as Republican gains in midterm elections appeared more modest than some expected, with investors also focusing on upcoming inflation data that will provide clues about the severity of future interest rate hikes.Republicans were still favored to win control of the House of Representatives but key races were too close to call, with a better-than-expected showing by Democrats diminishing the prospect of a so-called red wave of Republican gains.\"What was really more expected in the market was a red wave,\" said Jay Hatfield, CEO of Infrastructure Capital Management in New York. \"I think we were in a unique situation where the more the Republicans won, the better off the market would have been. At least there would have been some stocks strongly rallying, like defense and energy stocks.\"Also hurting sentiment, Walt Disney Co tumbled 13% - its biggest one-day drop since 2001 - after the entertainment heavyweight reported more losses from its push into streaming video.Tesla Inc dropped 7.2% to a two-year low after Chief Executive Elon Musk late on Tuesday disclosed that he sold $3.95 billion worth of shares in the electric-vehicle maker days after he closed the $44 billion deal for Twitter Inc.Clean energy shares, which typically benefit under a Democratic leadership, rose, with the Invesco Solar ETF up almost 1%.Wednesday's drop on Wall Street ended a three-day rally in which the S&P 500 had gained almost 3%.With the election outcome still uncertain, investors were turning their attention to October inflation data due out on Thursday, which could shed more light on whether the Fed might soften its aggressive stance on interest rate hikes.\"CPI is one of the more important inputs in terms of the inflation environment. You'd be hard-pressed to find many investors that want to make a big bet in front of (the report),\" said Art Hogan, chief market strategist at B. Riley Financial.Major indexes added to declines as Treasury yields climbed further after a poor auction of 10-year notes by the U.S. Treasury. Treasury yields reversed and fell later in the day.Traders are split over whether the Fed will raise rates by 50 basis points or 75 basis points in December, according to CME Group's Fedwatch tool.The S&P 500 declined 2.08% to end the session at 3,748.57 points.The Nasdaq declined 2.48% to 10,353.18 points, while the Dow Jones Industrial Average declined 1.95% to 32,513.94 points.Investors also fretted about the health of major cryptocurrency exchange FTX after a deal to buy it collapsed as bigger rival Binance said it was pulling out.Meta Platforms Inc jumped about 5% after the Facebook parent said it was cutting 13% of its workforce, or more than 11,000 employees, in one of the biggest tech layoffs this year.Wendy's Co rallied 3% after the hamburger chain reported quarterly sales and profit that beat analysts' estimates.Declining stocks outnumbered rising ones within the S&P 500 by a 11.9-to-one ratio.The S&P 500 posted 10 new highs and 16 new lows; the Nasdaq recorded 69 new highs and 463 new lows.Volume on U.S. exchanges was relatively light, with 11.6 billion shares traded, compared with an average of 11.8 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949724086,"gmtCreate":1678917794846,"gmtModify":1678917799036,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Please like ","listText":"Please like ","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949724086","repostId":"1123603567","repostType":4,"repost":{"id":"1123603567","kind":"news","pubTimestamp":1678891090,"share":"https://ttm.financial/m/news/1123603567?lang=&edition=full_marsco","pubTime":"2023-03-15 22:38","market":"us","language":"en","title":"72 Hours in Washington: How the Frenzied SVB Rescue Took Shape","url":"https://stock-news.laohu8.com/highlight/detail?id=1123603567","media":"Bloomberg","summary":"Haunted by the fallout from the 2008 financial crisis, President Biden told aides that no taxpayer m","content":"<html><head></head><body><p></p><p>Haunted by the fallout from the 2008 financial crisis, President Biden told aides that no taxpayer money should be used.</p><p><img src=\"https://static.tigerbbs.com/62b0106b55e7e70bbac5760b5f522f56\" tg-width=\"800\" tg-height=\"545\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>It was approaching midnight in Washington and 9 p.m. in Santa Clara, California. The news was bad—and getting worse. Everyone from President Joe Biden on down was getting acrash courseonSilicon Valley Bank, the once-obscure tech lender that has now cast abig shadow over the financial markets.</p><p>At the White House and the US Department of the Treasury next door, bleary-eyed officials were racing to prevent the trouble at SVB from exploding into a full-blown banking crisis. A block west at the Federal Deposit Insurance Corp., regulators were arguing about what to do. Over at the Gridiron Club dinner, Washington’s annual see-and-be-seen white-tie journalism roast, a marquee guest, Federal Reserve Chair Jerome Powell, was conspicuously absent.</p><p>That Saturday, March 11, the fate of techdom’s preeminent bank—and with it, some feared, the future of the global economy—was being gamed out in Washington. Over the next 24 hours, almost everyone in the financial industry would be on tenterhooks as federal officials raced to complete a rescue before Asian markets opened Sunday night.</p><p>Almost a week later, the implications of the SVB fiasco, thesecond-biggest bank failure in US history, are still coming into focus. Questions keep piling up. How could SVB, a favorite of venture capitalists and unicorn startups, succumb to arun in the smartphone age? Why hadn’t banking regulators seen this coming?</p><p>Federal authorities want answers, too. The Department of Justice and the Securities and Exchange Commission haveopened investigationsinto the collapse. One potential focus:sales of SVB stockin the weeks before the failure by Greg Becker, chief executive officer of the bank’s parent company. Biden, meanwhile, has pledged a push totighten banking rules, which the Fed is already considering doing for midsize institutions like SVB.</p><p>This much is sure: All these years later, Washington is still haunted by the Wall Street fiascoes that triggered the Great Recession. The colossal bank bailouts of that era saved the economy, but they also rankled ordinary Americans, gave birth to the Tea Party movement on the right and Occupy Wall Street on the left, and transformed US politics. Backlash to the bailouts died down, but the resentment never really went away. It may have ultimately helped Donald Trump win the White House in 2016, some political scientists havesaid.</p><p>Which is probably why President Biden has been reluctant to even say the word “bailout.” He vowed on March 13 that “no losses will be borne by the taxpayers.” For the time being, Biden is right. This doesn’t look like aLehman momentthat could upend the whole economy. But it<i>does</i>look likea Bear Stearns one—a smaller debacle pointing to more pain to come, in this case, because of the sharp rise in interest rates that triggered SVB’s problems and are still roiling the financial system.</p><p>Federal authorities have taken the extraordinary step ofguaranteeing all deposits at SVBand opening a broaderemergency lending program. By midweek, the fix was holding. If it doesn’t, the next move might have to be a suspension of the$250,000 limit on federal deposit insurance.</p><p>Policymakers, venture capitalists, banking executives and tech entrepreneurs are all struggling to figure out the next steps. SVB’s failure has changed the conversation about banking and the regulators who oversee it. Suddenly, everyone is thinking about other risks that might be lurking. On March 14,Moody’s Investors Service cut its outlook for the entire US banking system, to negative from stable, citing the run on deposits at SVB. Two other lenders have gone bust, too: crypto playersSilvergate Capital Corp.andSignature Bank.</p><p>The death spiral at SVB began with credit ratings. In early March, Moody’s informed the bank it was considering a multilevel downgrade that would have pushed it to the brink of junk-bond status. In response, Goldman Sachs Group Inc., hired by SVB to help it raise fresh capital, jumped into action. It offloaded a chunk of SVB’s investment portfolio at a $1.8 billion loss. On Wednesday, March 8, Goldman pitched a plan to investors to help plug that hole, and then some, by raising $2.25 billion in capital fromGeneral Atlanticand other investors. Itdidn’t work.</p><p>“The Catch-22 of the situation is that, by announcing the need to raise capital, they in essence accelerated customer concern, resulting in the liquidity stress that ultimately caused their collapse,” says Olivier Sarkozy, managing partner atFurther Global, a private equity firm. “It would have been far better to announce the $2.25 billion they were seeking had been secured.”</p><p>In the bankers’ view, they were racing the clock to defuse the Moody’s threat. That didn’t leave them enough time to canvass the market, line up the funding and present a neatly put-together deal. Then CEO Becker held what turned out to be a disastrous call with VCs and limited partners. “Stay calm,” he said. It was too late. Bankers tapping away at their phones watched, aghast, as social media lit up with reports of a viral bank run.</p><p>By 3 p.m. the next day, Thursday, March 9, the news out of Santa Clarahad reached the White House. Such high-profile venture firms asUnion Square Venturesand thePeter Thiel-backedFounders Fundhad already been encouraging the companies they invested in to yank their deposits, almost all of which were uninsured because they exceeded the $250,000 limit on federal guarantees. Founders Fund haddrained its own accountsfrom the bank by midday.</p><p>The message was echoed by other VC titans.Bookface, an internal social network for founders of companies backed by the startup acceleratorY Combinator, was abuzz, as was a messenger threadof more than 1,000 founders fromAndreessen Horowitz, with many encouraging each other to pull cash from the bank. By day’s end, depositors had tried to withdraw $42 billion.</p><p>Silicon Valley bigs—many with a libertarian, get-government-off-our-backs bent—quickly looked to Washington. They implored the administration to step in and rescue depositors, or risk having banks topple like dominoes. On Friday morning, March 10, the new White House Chief of Staff Jeff Zients and Lael Brainard, the former Fed vice chair who’djust becomedirector of Biden’s National Economic Council, went to the Oval Office to brief the president. They told him there was potential for the bank to be shut down—as it was later that day, even before the close of financial markets—and that there was a possibility of contagion, according to a source familiar with the discussion.</p><p>From dawn to midnight the following day, Zients, Brainard and other aides working in the White House’s West Wing developed a set of options. By Saturday afternoon, it was clear that regulators would probably need to take action to prevent contagion. When Treasury Secretary Janet Yellen and top aides briefed Biden on the options, he was adamant: The federal government stood ready to protect depositors, small businesses and employees. Executives and investors could take their lumps. He didn’t want taxpayers to be on the hook, and any deal had to include firing management.</p><p>In the Bay Area, Iba Masood was struggling to make sense of it all. Masood, the co-founder and CEO of a tech startup calledTara.AI, had raised $14 million from investors. And she’d parked every penny of the company’s money at SVB. Masood began firing off emails and texts—hundreds and hundreds of them, until her carpal tunnel flared up. Tara.AI, she told her investors, was facing a perilous squeeze. She hopped in her C300 Mercedes-Benz and raced through a driving rainstorm to a Bank of America branch. Drenched, she hastily opened a corporate account. She felt good, she said, confident. She’d wake up the next morning and have the money in the new account.</p><p>But there was no next morning for SVB. It was too late. The money was frozen.</p><p>Trae Stephens, a partner at Founders Fund, said the firm had had a long, fruitful relationship with SVB. But that long, fruitful relationship wasn’t going to help Thiel’s firm honor its fiduciary duty to look out for its backers and limited partners. And it wasn’t going to help all those startups make payroll.</p><p>“The most inconvenient thing about the situation last week was actually the name of the bank. It got instantly politicized,” Stephens said in aMarch 14 interview on Bloomberg Television. To him, the idea that Washington had somehow bailed out rich VCs and techies is hogwash. “The government did what it needed to protect and shore up these smaller regional banks, to ensure there weren’t any further runs. It seems like they acted quickly—and did the right thing.”</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>72 Hours in Washington: How the Frenzied SVB Rescue Took Shape</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\">\n72 Hours in Washington: How the Frenzied SVB Rescue Took Shape\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-15 22:38 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-03-15/svb-bailout-shaped-by-biden-administration-over-72-hours?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Haunted by the fallout from the 2008 financial crisis, President Biden told aides that no taxpayer money should be used.It was approaching midnight in Washington and 9 p.m. in Santa Clara, California....</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-15/svb-bailout-shaped-by-biden-administration-over-72-hours?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2023-03-15/svb-bailout-shaped-by-biden-administration-over-72-hours?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123603567","content_text":"Haunted by the fallout from the 2008 financial crisis, President Biden told aides that no taxpayer money should be used.It was approaching midnight in Washington and 9 p.m. in Santa Clara, California. The news was bad—and getting worse. Everyone from President Joe Biden on down was getting acrash courseonSilicon Valley Bank, the once-obscure tech lender that has now cast abig shadow over the financial markets.At the White House and the US Department of the Treasury next door, bleary-eyed officials were racing to prevent the trouble at SVB from exploding into a full-blown banking crisis. A block west at the Federal Deposit Insurance Corp., regulators were arguing about what to do. Over at the Gridiron Club dinner, Washington’s annual see-and-be-seen white-tie journalism roast, a marquee guest, Federal Reserve Chair Jerome Powell, was conspicuously absent.That Saturday, March 11, the fate of techdom’s preeminent bank—and with it, some feared, the future of the global economy—was being gamed out in Washington. Over the next 24 hours, almost everyone in the financial industry would be on tenterhooks as federal officials raced to complete a rescue before Asian markets opened Sunday night.Almost a week later, the implications of the SVB fiasco, thesecond-biggest bank failure in US history, are still coming into focus. Questions keep piling up. How could SVB, a favorite of venture capitalists and unicorn startups, succumb to arun in the smartphone age? Why hadn’t banking regulators seen this coming?Federal authorities want answers, too. The Department of Justice and the Securities and Exchange Commission haveopened investigationsinto the collapse. One potential focus:sales of SVB stockin the weeks before the failure by Greg Becker, chief executive officer of the bank’s parent company. Biden, meanwhile, has pledged a push totighten banking rules, which the Fed is already considering doing for midsize institutions like SVB.This much is sure: All these years later, Washington is still haunted by the Wall Street fiascoes that triggered the Great Recession. The colossal bank bailouts of that era saved the economy, but they also rankled ordinary Americans, gave birth to the Tea Party movement on the right and Occupy Wall Street on the left, and transformed US politics. Backlash to the bailouts died down, but the resentment never really went away. It may have ultimately helped Donald Trump win the White House in 2016, some political scientists havesaid.Which is probably why President Biden has been reluctant to even say the word “bailout.” He vowed on March 13 that “no losses will be borne by the taxpayers.” For the time being, Biden is right. This doesn’t look like aLehman momentthat could upend the whole economy. But itdoeslook likea Bear Stearns one—a smaller debacle pointing to more pain to come, in this case, because of the sharp rise in interest rates that triggered SVB’s problems and are still roiling the financial system.Federal authorities have taken the extraordinary step ofguaranteeing all deposits at SVBand opening a broaderemergency lending program. By midweek, the fix was holding. If it doesn’t, the next move might have to be a suspension of the$250,000 limit on federal deposit insurance.Policymakers, venture capitalists, banking executives and tech entrepreneurs are all struggling to figure out the next steps. SVB’s failure has changed the conversation about banking and the regulators who oversee it. Suddenly, everyone is thinking about other risks that might be lurking. On March 14,Moody’s Investors Service cut its outlook for the entire US banking system, to negative from stable, citing the run on deposits at SVB. Two other lenders have gone bust, too: crypto playersSilvergate Capital Corp.andSignature Bank.The death spiral at SVB began with credit ratings. In early March, Moody’s informed the bank it was considering a multilevel downgrade that would have pushed it to the brink of junk-bond status. In response, Goldman Sachs Group Inc., hired by SVB to help it raise fresh capital, jumped into action. It offloaded a chunk of SVB’s investment portfolio at a $1.8 billion loss. On Wednesday, March 8, Goldman pitched a plan to investors to help plug that hole, and then some, by raising $2.25 billion in capital fromGeneral Atlanticand other investors. Itdidn’t work.“The Catch-22 of the situation is that, by announcing the need to raise capital, they in essence accelerated customer concern, resulting in the liquidity stress that ultimately caused their collapse,” says Olivier Sarkozy, managing partner atFurther Global, a private equity firm. “It would have been far better to announce the $2.25 billion they were seeking had been secured.”In the bankers’ view, they were racing the clock to defuse the Moody’s threat. That didn’t leave them enough time to canvass the market, line up the funding and present a neatly put-together deal. Then CEO Becker held what turned out to be a disastrous call with VCs and limited partners. “Stay calm,” he said. It was too late. Bankers tapping away at their phones watched, aghast, as social media lit up with reports of a viral bank run.By 3 p.m. the next day, Thursday, March 9, the news out of Santa Clarahad reached the White House. Such high-profile venture firms asUnion Square Venturesand thePeter Thiel-backedFounders Fundhad already been encouraging the companies they invested in to yank their deposits, almost all of which were uninsured because they exceeded the $250,000 limit on federal guarantees. Founders Fund haddrained its own accountsfrom the bank by midday.The message was echoed by other VC titans.Bookface, an internal social network for founders of companies backed by the startup acceleratorY Combinator, was abuzz, as was a messenger threadof more than 1,000 founders fromAndreessen Horowitz, with many encouraging each other to pull cash from the bank. By day’s end, depositors had tried to withdraw $42 billion.Silicon Valley bigs—many with a libertarian, get-government-off-our-backs bent—quickly looked to Washington. They implored the administration to step in and rescue depositors, or risk having banks topple like dominoes. On Friday morning, March 10, the new White House Chief of Staff Jeff Zients and Lael Brainard, the former Fed vice chair who’djust becomedirector of Biden’s National Economic Council, went to the Oval Office to brief the president. They told him there was potential for the bank to be shut down—as it was later that day, even before the close of financial markets—and that there was a possibility of contagion, according to a source familiar with the discussion.From dawn to midnight the following day, Zients, Brainard and other aides working in the White House’s West Wing developed a set of options. By Saturday afternoon, it was clear that regulators would probably need to take action to prevent contagion. When Treasury Secretary Janet Yellen and top aides briefed Biden on the options, he was adamant: The federal government stood ready to protect depositors, small businesses and employees. Executives and investors could take their lumps. He didn’t want taxpayers to be on the hook, and any deal had to include firing management.In the Bay Area, Iba Masood was struggling to make sense of it all. Masood, the co-founder and CEO of a tech startup calledTara.AI, had raised $14 million from investors. And she’d parked every penny of the company’s money at SVB. Masood began firing off emails and texts—hundreds and hundreds of them, until her carpal tunnel flared up. Tara.AI, she told her investors, was facing a perilous squeeze. She hopped in her C300 Mercedes-Benz and raced through a driving rainstorm to a Bank of America branch. Drenched, she hastily opened a corporate account. She felt good, she said, confident. She’d wake up the next morning and have the money in the new account.But there was no next morning for SVB. It was too late. The money was frozen.Trae Stephens, a partner at Founders Fund, said the firm had had a long, fruitful relationship with SVB. But that long, fruitful relationship wasn’t going to help Thiel’s firm honor its fiduciary duty to look out for its backers and limited partners. And it wasn’t going to help all those startups make payroll.“The most inconvenient thing about the situation last week was actually the name of the bank. It got instantly politicized,” Stephens said in aMarch 14 interview on Bloomberg Television. To him, the idea that Washington had somehow bailed out rich VCs and techies is hogwash. “The government did what it needed to protect and shore up these smaller regional banks, to ensure there weren’t any further runs. It seems like they acted quickly—and did the right thing.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}