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2021-07-28

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Can These Megacap Stocks Double? Wall Street Thinks So

2021-07-28

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Here are three key factors to watch in Facebook’s earnings report that could propel the stock

2021-07-23

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2021-07-28

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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>Here are three key factors to watch in Facebook’s earnings report that could propel the stock</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\">\nHere are three key factors to watch in Facebook’s earnings report that could propel the stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 22:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/28/facebook-earnings-what-to-watch-for.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>No metric will be more important for measuring the health of Facebook’s business in its second-quarter earnings results than the company’s advertising revenue.\nThat’s because this quarter will be the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/28/facebook-earnings-what-to-watch-for.html\">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.cnbc.com/2021/07/28/facebook-earnings-what-to-watch-for.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1179923360","content_text":"No metric will be more important for measuring the health of Facebook’s business in its second-quarter earnings results than the company’s advertising revenue.\nThat’s because this quarter will be the first for the social media company since Apple released a key iPhone software update in April. The update, known as iOS 14.5, allows iPhone and iPad users to limit companies from tracking their device’s activity. This makes it difficult for companies like Facebook to target users with personalized ads.\nNo company complained more about the impact of iOS 14.5 than Facebook, which warned that the change to the Apple software would impact small businesses’ ability to market to their customers. For a while now, Facebook has warned investors to brace for “ad targeting headwinds” related to Apple’s changes, as well as others in the internet landscape.\nThe social media giant is scheduled to release earnings Wednesday, July 28 after the bell.\nFacebook’s revenue for the second quarter, their guidance for the rest of the year and any commentary from the company’s executives during its earnings call will be telling. This quarter’s results could provide insight as to how many users opted to restrict Facebook’s tracking and whether the social media company has been able to navigate those restrictions.\n“The changes went into effect during the quarter, and we’re still seeing the rollout of the 14.5 update,” said Debra Aho Williamson, principal analyst at eMarketer. “I’m going to be very curious.”\nAlready, Facebook’s peers have navigated the challenge’s of iOS 14.5 with few setbacks. Snap, for example,was not affected by the Apple update as it had anticipated, telling analysts on its earnings call on Thursday that it had observed “higher opt-in rates than we are seeing reported generally across the industry.”Twitterechoed the sentiment, telling shareholders that the effect of Apple’s changes was lower than expected. Both companies did warn that the long-term impacts of iOS 14.5 remain to be seen, but so far, the early returns have been promising.\nHere are three Facebook storylines to follow when the company announces its second-quarter earnings:\n1. Facebook’s commerce business\nIn an effort to combat the restrictions of Apple’s iOS 14.5 update, Facebook has been ramping up its efforts to bring more commerce directly into its own apps.\nIt did this last year by introducing Facebook Shops and Instagram Shops, and more recently, the company announced plans to introduce more ways for creators to promote shoppable products through their Instagram accounts. Further,Facebook in June announced its plans to bring shops to WhatsApp, a messaging service.\nBy having users make purchases from advertisers directly on its own apps, Facebook is able to directly measure the effectiveness of its ads and provide those stats to advertisers.\nAlready, Facebook claims more than 300 million monthly Shops visitors and 1.2 million monthly active Shops across its apps. Any updates from Facebook regarding its commerce efforts will be worthwhile for investors.\n“While Q2 is not historically a big commerce quarter, social commerce is clearly coming into its own,” said Ron Josey, JMP Securities managing director.\n2. Covid’s impact on app usage\nInvestors will want to know whether the economic reopening and the expansion of Covid-19 vaccines have affected the amount of time users spend on Facebook and its various apps.\nA year ago when people worldwide were forced indoors, Facebook and other consumer apps saw their usage skyrocket as people sought to stay connected. Now, investors will want to know if that usage has taken a hit or will it continue growing.\n“Now that people are out and getting around, are they posting more or are they living in the real world? What are they doing?” said Kim Forrest, chief investment officer of Bokeh Capital.\nAdding a twist to this, however, is the growing spread of the delta variant of the coronavirus. As cases start to rise again in the U.S., investors will want to know what kind of effect, if any, the delta variant could have on Facebook usage.\n3. The regulatory outlook\nFacebook has been under the microscope of lawmakers and regulators worldwide since the company’s March 2018 Cambridge Analytica scandal, in which it was reported that a political consulting firm had improperly accessed the data of 87 million Facebook profiles in a bid to influence the 2016 presidential election.\nThis quarter included some major news regarding all of that regulatory pressure.\nMost notably,Facebook scored a major win in late June when a federal court dismissed an antitrust complaint from the Federal Trade Commission against the company as well as a parallel case brought by 48 state attorneys general. Those fights aren’t quite over just yet, but they certainly relieved some of Facebook’s headaches.\nFurther, the company came under more scrutiny in July when the Biden administration scolded the social media company for not doing enough to combat misinformation on its services that discourage people from taking Covid-19 vaccines. At one point, President Joe Biden said “they’re killing people” in regards to the misinformation on Facebook.\nHearing directly from Facebook’s leaders on their outlook for regulatory pressure following these two developments would be welcome insight for investors.\n“Getting out from underneath the FTC investigation, for the moment, takes a big weight off of Facebook’s back, but the regulatory environment isn’t getting any easier anytime soon,” said Daniel Newman, principal analyst at Futurum Research.","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801345324,"gmtCreate":1627484872168,"gmtModify":1703490958724,"author":{"id":"3557266234315330","authorId":"3557266234315330","name":"yh90","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557266234315330","authorIdStr":"3557266234315330"},"themes":[],"htmlText":"yes...","listText":"yes...","text":"yes...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801345324","repostId":"2154992336","repostType":4,"repost":{"id":"2154992336","pubTimestamp":1627481992,"share":"https://ttm.financial/m/news/2154992336?lang=&edition=fundamental","pubTime":"2021-07-28 22:19","market":"us","language":"en","title":"3 High-Growth Stocks That Could Be Worth $1 Trillion in 10 Years -- or Sooner","url":"https://stock-news.laohu8.com/highlight/detail?id=2154992336","media":"Motley Fool","summary":"A combination of best-in-class offerings, growing addressable markets, and massive secular tailwinds could drive these companies to new heights.","content":"<p>One of the most exclusive circles in all of investing is the trillion-dollar club -- whose membership is limited to those enterprises with a market cap of more than $1 trillion. <b>Apple</b> was the first U.S. public company to achieve this lofty benchmark, establishing itself as the club's founder in August 2018. It was joined in rapid succession by <b>Amazon</b>, <b>Microsoft</b>, and <b>Alphabet. <a href=\"https://laohu8.com/S/FB\">Facebook</a></b> recently joined their ranks, though Apple and Microsoft have since topped $2 trillion each.</p>\n<p>Owning shares of these companies has been wildly profitable for long-term investors, with each stock exceeding the returns of the <b>S&amp;P 500</b> by a wide margin. The common threads that join them (market cap aside) are that each had a disruptive product or service, a significant market opportunity, and secular tailwinds to fuel their growth. Finding the next generation of stocks with similar attributes could be extremely lucrative for investors.</p>\n<p>Let's look at three high-growth stocks following a similar path that could join the trillion-dollar club -- and enrich shareholders along the way.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af28e6924a8799f446c42cce0a61647f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Tesla: Current market cap -- $620 billion</h2>\n<p><b>Tesla</b> (NASDAQ:TSLA) is among the most widely cited companies with $1 trillion potential. The company revolutionized the market for electric vehicles (EVs), striking a chord with younger, more affluent car buyers, and making EVs more mainstream in the process.</p>\n<p>While predictions vary, EVs are expected to begin outselling their fossil-fuel burning competitors as early as 2033, according to estimates by Ernst &amp; Young. As the current industry leader, this puts Tesla in a strong position to reap the rewards of that growing secular trend.</p>\n<p>In the first quarter, Tesla reported its highest-ever vehicle production and deliveries, despite seasonality and supply chain issues resulting from the pandemic. This helps illustrate the company's path forward. Perhaps more importantly, however, over a multiyear time horizon, the company expects to achieve 50% average annual growth in vehicle deliveries.</p>\n<p>That isn't to say Tesla is without risk. Enigmatic CEO Elon Musk, while a visionary, is also something of a wild card. Reports surfaced early last month that Musk had twice violated a regulatory ruling that his social media posts be pre-approved by Tesla's legal department.</p>\n<p>The growing competition in the EV space is also well documented. <b>Ford</b>'s&nbsp;Mustang Mach-E has been making inroads into Tesla's dominance in the U.S., while <b>Volkswagen</b>&nbsp;has been eating into the company's market share in Europe. Then there are the EV start-ups that seem to make headlines every week, though some have yet to produce their first vehicle.</p>\n<p>However, given Tesla's industry-leading position and its continuing momentum in production and deliveries, the company is well positioned to be a continuing force in the EV market and achieve a $1 trillion market cap over the coming decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f75654d58655d77a85e1d04db052c62b\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Nvidia: Current market cap -- $487 billion</h2>\n<p>With a market cap of less than $500 billion, Nvidia (NASDAQ:NVDA) would need to more than double from here to achieve a $1 trillion valuation. Considering that the stock has tripled over the past three years, a doubling doesn't seem so far-fetched.</p>\n<p>Nvidia graphics processing units (GPUs) are a staple among serious gamers, commanding an 81% share of the discrete desktop market. The ongoing demand fueled an all-time revenue record in the first quarter, with the company's gaming segment delivering 106% year-over-year growth, after delivering 41% growth last year.</p>\n<p>As impressive as that is, gaming is being supplanted by Nvidia's other big growth engine, the data center segment. Parallel processing, or the capacity to handle a host of complex mathematical computations simultaneously and at lightning speeds, makes Nvidia the top choice for many of the world's foremost cloud computing and artificial intelligence (AI) operations.</p>\n<p>Each of the industry leaders, including Amazon's AWS, Microsoft's Azure Cloud, and Google Cloud, count on Nvidia GPUs. That's not all. <b><a href=\"https://laohu8.com/S/IBM\">IBM</a></b>&nbsp;Cloud, <b>Oracle </b>Cloud, <b>Baidu</b>'s&nbsp;AI Cloud, and <b>Alibaba</b> Cloud are all counted among Nvidia's biggest customers.</p>\n<p>Being the default choice for cloud computing, data centers, and AI has been extremely lucrative for Nvidia, as is apparent in the company's results. In the first quarter, data center revenue grew 79% year over year, after delivering 124% gains last year.</p>\n<p>Considering the company's relentless pace of innovation and its industry-leading position in not <a href=\"https://laohu8.com/S/AONE.U\">one</a>, but two operating segments, it's not only possible, but likely that Nvidia's market cap will top $1 trillion over the next 10 years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8142f79a323ce5d92c7de1ac75eb7c20\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Shopify: Current market cap -- $197 billion</h2>\n<p>Rounding out my top three stocks on the way to $1 trillion is e-commerce platform provider <b>Shopify</b> (NYSE:SHOP). While the company is furthest of the three from this lofty benchmark, that in no way diminishes its chances of getting there.</p>\n<p>E-commerce might seem ubiquitous, but it's easy to forget that we are still very much in the early innings. While e-commerce sales surged 39% year over year in the first quarter, they still account for just 13.4% of total retail, according to data provided by the U.S. Department of Commerce.</p>\n<p>By providing merchants with what they need to get their businesses online, Shopify has become the clear leader, powering the digital sales of 1.7 million merchants worldwide -- up from 1 million less than two years ago.</p>\n<p>This massive influx of businesses has driven Shopify's impressive top-line growth. Revenue grew 110% year over year in the first quarter, after delivering 86% growth in 2020. Gross merchandise volume (GMV), which measures the value of sales on the platform, grew 114%, on top of 96% gains last year.</p>\n<p>Shopify has two areas that could drive the company's future growth: international markets and Shopify Plus.</p>\n<p>While Shopify has merchants in 175 countries around the globe, the vast majority are in North America. The company has been working to expand internationally, and those efforts are bearing fruit. The growth of GMV in the rest of the world outpaced growth in North America in the most recent quarter, as it increased its offerings to international merchants.</p>\n<p>Shopify began as a way to level the playing field for small and medium-size businesses, but has since introduced Shopify Plus and added tools that cater to the unique needs of enterprise-level businesses. Shopify Plus now contributes roughly 26% of the company's monthly recurring revenue.</p>\n<p>With the dominant position in a quickly growing industry, as well as accelerating growth internationally and with larger businesses, I think it's only a matter of time before Shopify's market cap tops $1 trillion.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 High-Growth Stocks That Could Be Worth $1 Trillion in 10 Years -- or Sooner</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 High-Growth Stocks That Could Be Worth $1 Trillion in 10 Years -- or Sooner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 22:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/28/3-high-growth-stocks-that-could-be-worth-1-trillio/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the most exclusive circles in all of investing is the trillion-dollar club -- whose membership is limited to those enterprises with a market cap of more than $1 trillion. Apple was the first U....</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/28/3-high-growth-stocks-that-could-be-worth-1-trillio/\">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","NVDA":"英伟达","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2021/07/28/3-high-growth-stocks-that-could-be-worth-1-trillio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154992336","content_text":"One of the most exclusive circles in all of investing is the trillion-dollar club -- whose membership is limited to those enterprises with a market cap of more than $1 trillion. Apple was the first U.S. public company to achieve this lofty benchmark, establishing itself as the club's founder in August 2018. It was joined in rapid succession by Amazon, Microsoft, and Alphabet. Facebook recently joined their ranks, though Apple and Microsoft have since topped $2 trillion each.\nOwning shares of these companies has been wildly profitable for long-term investors, with each stock exceeding the returns of the S&P 500 by a wide margin. The common threads that join them (market cap aside) are that each had a disruptive product or service, a significant market opportunity, and secular tailwinds to fuel their growth. Finding the next generation of stocks with similar attributes could be extremely lucrative for investors.\nLet's look at three high-growth stocks following a similar path that could join the trillion-dollar club -- and enrich shareholders along the way.\nImage source: Getty Images.\nTesla: Current market cap -- $620 billion\nTesla (NASDAQ:TSLA) is among the most widely cited companies with $1 trillion potential. The company revolutionized the market for electric vehicles (EVs), striking a chord with younger, more affluent car buyers, and making EVs more mainstream in the process.\nWhile predictions vary, EVs are expected to begin outselling their fossil-fuel burning competitors as early as 2033, according to estimates by Ernst & Young. As the current industry leader, this puts Tesla in a strong position to reap the rewards of that growing secular trend.\nIn the first quarter, Tesla reported its highest-ever vehicle production and deliveries, despite seasonality and supply chain issues resulting from the pandemic. This helps illustrate the company's path forward. Perhaps more importantly, however, over a multiyear time horizon, the company expects to achieve 50% average annual growth in vehicle deliveries.\nThat isn't to say Tesla is without risk. Enigmatic CEO Elon Musk, while a visionary, is also something of a wild card. Reports surfaced early last month that Musk had twice violated a regulatory ruling that his social media posts be pre-approved by Tesla's legal department.\nThe growing competition in the EV space is also well documented. Ford's Mustang Mach-E has been making inroads into Tesla's dominance in the U.S., while Volkswagen has been eating into the company's market share in Europe. Then there are the EV start-ups that seem to make headlines every week, though some have yet to produce their first vehicle.\nHowever, given Tesla's industry-leading position and its continuing momentum in production and deliveries, the company is well positioned to be a continuing force in the EV market and achieve a $1 trillion market cap over the coming decade.\nImage source: Getty Images.\nNvidia: Current market cap -- $487 billion\nWith a market cap of less than $500 billion, Nvidia (NASDAQ:NVDA) would need to more than double from here to achieve a $1 trillion valuation. Considering that the stock has tripled over the past three years, a doubling doesn't seem so far-fetched.\nNvidia graphics processing units (GPUs) are a staple among serious gamers, commanding an 81% share of the discrete desktop market. The ongoing demand fueled an all-time revenue record in the first quarter, with the company's gaming segment delivering 106% year-over-year growth, after delivering 41% growth last year.\nAs impressive as that is, gaming is being supplanted by Nvidia's other big growth engine, the data center segment. Parallel processing, or the capacity to handle a host of complex mathematical computations simultaneously and at lightning speeds, makes Nvidia the top choice for many of the world's foremost cloud computing and artificial intelligence (AI) operations.\nEach of the industry leaders, including Amazon's AWS, Microsoft's Azure Cloud, and Google Cloud, count on Nvidia GPUs. That's not all. IBM Cloud, Oracle Cloud, Baidu's AI Cloud, and Alibaba Cloud are all counted among Nvidia's biggest customers.\nBeing the default choice for cloud computing, data centers, and AI has been extremely lucrative for Nvidia, as is apparent in the company's results. In the first quarter, data center revenue grew 79% year over year, after delivering 124% gains last year.\nConsidering the company's relentless pace of innovation and its industry-leading position in not one, but two operating segments, it's not only possible, but likely that Nvidia's market cap will top $1 trillion over the next 10 years.\nImage source: Getty Images.\nShopify: Current market cap -- $197 billion\nRounding out my top three stocks on the way to $1 trillion is e-commerce platform provider Shopify (NYSE:SHOP). While the company is furthest of the three from this lofty benchmark, that in no way diminishes its chances of getting there.\nE-commerce might seem ubiquitous, but it's easy to forget that we are still very much in the early innings. While e-commerce sales surged 39% year over year in the first quarter, they still account for just 13.4% of total retail, according to data provided by the U.S. Department of Commerce.\nBy providing merchants with what they need to get their businesses online, Shopify has become the clear leader, powering the digital sales of 1.7 million merchants worldwide -- up from 1 million less than two years ago.\nThis massive influx of businesses has driven Shopify's impressive top-line growth. Revenue grew 110% year over year in the first quarter, after delivering 86% growth in 2020. Gross merchandise volume (GMV), which measures the value of sales on the platform, grew 114%, on top of 96% gains last year.\nShopify has two areas that could drive the company's future growth: international markets and Shopify Plus.\nWhile Shopify has merchants in 175 countries around the globe, the vast majority are in North America. The company has been working to expand internationally, and those efforts are bearing fruit. The growth of GMV in the rest of the world outpaced growth in North America in the most recent quarter, as it increased its offerings to international merchants.\nShopify began as a way to level the playing field for small and medium-size businesses, but has since introduced Shopify Plus and added tools that cater to the unique needs of enterprise-level businesses. Shopify Plus now contributes roughly 26% of the company's monthly recurring revenue.\nWith the dominant position in a quickly growing industry, as well as accelerating growth internationally and with larger businesses, I think it's only a matter of time before Shopify's market cap tops $1 trillion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801342474,"gmtCreate":1627484844698,"gmtModify":1703490958395,"author":{"id":"3557266234315330","authorId":"3557266234315330","name":"yh90","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557266234315330","authorIdStr":"3557266234315330"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801342474","repostId":"2154360923","repostType":4,"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175010522,"gmtCreate":1626998222166,"gmtModify":1703482017405,"author":{"id":"3557266234315330","authorId":"3557266234315330","name":"yh90","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557266234315330","authorIdStr":"3557266234315330"},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175010522","repostId":"2153412677","repostType":4,"repost":{"id":"2153412677","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":1626997994,"share":"https://ttm.financial/m/news/2153412677?lang=&edition=fundamental","pubTime":"2021-07-23 07:53","market":"us","language":"en","title":"U.S. developing plans to spend $52 billion on chips supply -Commerce Department","url":"https://stock-news.laohu8.com/highlight/detail?id=2153412677","media":"Reuters","summary":"WASHINGTON, July 22 (Reuters) - The Biden administration is developing plans to quickly spend $52 billion to deal with semiconductor supply issues if Congress passes a bill funding such efforts, U.S. Commerce Secretary Gina Raimondo said on Thursday.","content":"<p>WASHINGTON, July 22 (Reuters) - The Biden administration is developing plans to quickly spend $52 billion to deal with semiconductor supply issues if Congress passes a bill funding such efforts, U.S. Commerce Secretary Gina Raimondo said on Thursday.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. developing plans to spend $52 billion on chips supply -Commerce Department</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. developing plans to spend $52 billion on chips supply -Commerce Department\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\">2021-07-23 07:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WASHINGTON, July 22 (Reuters) - The Biden administration is developing plans to quickly spend $52 billion to deal with semiconductor supply issues if Congress passes a bill funding such efforts, U.S. Commerce Secretary Gina Raimondo said on Thursday.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153412677","content_text":"WASHINGTON, July 22 (Reuters) - The Biden administration is developing plans to quickly spend $52 billion to deal with semiconductor supply issues if Congress passes a bill funding such efforts, U.S. Commerce Secretary Gina Raimondo said on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":801342474,"gmtCreate":1627484844698,"gmtModify":1703490958395,"author":{"id":"3557266234315330","authorId":"3557266234315330","name":"yh90","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557266234315330","authorIdStr":"3557266234315330"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801342474","repostId":"2154360923","repostType":4,"repost":{"id":"2154360923","pubTimestamp":1627476883,"share":"https://ttm.financial/m/news/2154360923?lang=&edition=fundamental","pubTime":"2021-07-28 20:54","market":"us","language":"en","title":"Can These Megacap Stocks Double? Wall Street Thinks So","url":"https://stock-news.laohu8.com/highlight/detail?id=2154360923","media":"Motley Fool","summary":"The loftiest analyst price targets have these three well-known stocks rising by 101% to 129%.","content":"<p>As of this past weekend, there were fewer than 120 companies whose valuation topped $100 billion. Call me old-school, but I've always considered a market cap in excess of $100 billion to be a megacap stock (today, some folks believe in a megacap cutoff of $200 billion).</p>\n<p>Historically, companies that surpass a $100 billion market cap are slow-growing, but they're often profitable, time-tested, and offer modest long-term appreciation. However, the latter may not be the case for a trio of megacap stocks.</p>\n<p>Of the nearly 120 companies with at least a $100 billion market cap, only three have a high-water Wall Street price target that implies a doubling in their respective share prices. Can these megacap stocks actually double? Let's take a closer look.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F635058%2Fdividend-cash-on-financial-newspaper-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Tesla Motors: Implied upside of 129%</h2>\n<p>Perhaps unsurprisingly, auto stock <b>Tesla Motors</b> (NASDAQ:TSLA) offers the highest implied upside, based on the beefiest Wall Street price target -- $1,471 a share -- as of this past weekend. If this price target came to fruition, we'd be talking about a 129% increase in Tesla's stock. It's also worth mentioning that ARK invest CEO and Chief Investment Officer Cathie Wood believes Tesla can hit $3,000 a share by mid-decade.</p>\n<p>The obvious reason for bullishness has to do with the epic multi-decade vehicle replacement cycle that'll see people and businesses switching to electric vehicles (EV) and other forms of alternative energy-powered transportation. Tesla had a first-mover advantage in the U.S., and it's building a name for itself in China, which is the largest auto market in the world. By 2035, the Society of Automotive Engineers of China estimates that half of all new vehicles sold in China will be powered by alternative energy.</p>\n<p>Another reason some Wall Street analysts have rallied around Tesla is the company's clear-cut competitive advantages. For example, Tesla's batteries have higher capacity, more power, and better range than the batteries being developed by its peers. The introduction of the Model 3 also brought the price of entry-level EV ownership down considerably.</p>\n<p>But Tesla is also a highly polarizing stock, with a low price target from Wall Street of just $67. That's because there's a mountain of competition brewing in the EV space domestically and abroad. <b>General Motors</b> (NYSE:GM) plans to spend $35 billion on EVs and autonomous innovation through mid-decade.&nbsp; Meanwhile, <b>Ford Motor Company</b> (NYSE:F) is planning to spend $30 billion through 2025 on EVs. GM and Ford will each be launching 30 new electric vehicles globally within five years.</p>\n<p>An even bigger concern might just be Tesla's inability to generate a profit from selling EVs. Although it's been reporting adjusted quarterly profits for more than a year, Tesla's \"profitability\" has hinged on it selling renewable energy credits to other automakers or selling its digital assets (<b>Bitcoin</b>) for a profit. It's hard to envision Tesla being worth $1.4 trillion without even demonstrating to Wall Street that it can generate a recurring profit from selling EVs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16ca48e46c5ed915bdfaeb115d44e553\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>JD.com: Implied upside of 101%</h2>\n<p>Wall Street is also expecting big things from China's second-largest online retailer, <b>JD.com</b> (NASDAQ:JD). Though the consensus of all analysts is that JD offers a hearty 43% upside, <a href=\"https://laohu8.com/S/AONE.U\">one</a> analyst foresees the company making a currency-converted run at close to $105 a share. This implies potential gains of 101% for the e-commerce giant.</p>\n<p>Wall Street's fascination with JD has to do with its similarities to <b>Amazon.com</b>&nbsp;and its (pardon the pun) prime location (i.e., at the heart of China's rapidly growing economy). Though the company does, in certain instances, act as a third-party marketplace, it's primarily a direct retailer of goods to online shoppers and maintains its own inventory. Having greater control over product quality and logistics is what's helped Amazon to generate insane amounts of cash flow, and it should do the same for JD. As of the end of March, JD's annual active customer count was a stone's throw from 500 million, up 29% from the prior-year period.</p>\n<p>Equally exciting is the rapid growth JD is experiencing from its service operations, which encompasses things like healthcare services, cloud services, and advertising. In late April, <b>Cloudflare</b>&nbsp;announced that it would partner with JD to expand its network in China. For JD, Cloudflare's use of its cloud infrastructure will create another channel of fast-growing sales. In Q1, this service segment grew sales by a blistering 73% from the prior-year quarter.</p>\n<p>However, JD is far from being the only fish in the pond in the world's second-largest economy. Though being a direct retailer comes with its advantages, it's nevertheless under constant pressure from the likes of <b>Alibaba</b>&nbsp;and <b>Pinduoduo</b>. Even <b>Tencent Holdings</b>, which has been a longtime shareholder of JD, is a potential threat with its slow but steady push into mobile e-commerce.</p>\n<p>Yet, even with increasing competition and regulatory uncertainty in China, JD offers a very realistic shot at eventually hitting Wall Street's upper echelon price target. Take note, I'm not saying JD gets there within 12 months, as is the common timeframe for Wall Street price targets. But within the next few years, $105 is a very realistic target given its 20%-plus sustainable growth rate and cloud services push.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F635058%2Fsiblings-watch-tv-family-entertainment-show-network-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Netflix: Implied upside of 124%</h2>\n<p>The last megacap stock that Wall Street believes has the potential to double is streaming content provider <b>Netflix</b> (NASDAQ:NFLX). The most aggressive price target on Wall Street foresees Netflix galloping to $1,154 a share, or 124% higher than where the company settled this past week.</p>\n<p>Similar to Tesla, Wall Street's fascination with Netflix has a lot to do with the company's first-mover advantage. Folks were scratching their heads when CEO Reed Hastings decided to shift away from a highly profitable DVD-delivery business and focus his company's attention on streaming. With hindsight being 20/20, we know this was a genius move. Netflix ended June with almost 209.2 million global streaming subscribers.</p>\n<p>Netflix also has a long history of turning heads thanks to its original programming. It's released dozens of original shows and movies, many of which have turned casual subscribers into users who become hooked on the service.</p>\n<p>But there are also a number of good reasons to believe that $1,154 isn't achievable. For instance, competition in the streaming space has been steadily picking up, with Netflix losing some of its share in the United States. In particular, <b>Walt Disney</b>'s streaming service Disney+ took just 16 months to go from launch to more than 100 million subscribers. The timing of the pandemic certainly helped Disney+, however its ascension can't be ignored.</p>\n<p>Furthermore, there's uncertainty about subscriber growth in a post-pandemic world. Make no mistake about it, we're still in a global pandemic. But with vaccination rates climbing, it's a fair assumption that people are going to be spending more time outside their homes rather than in front of their televisions or laptops. This could certainly slow Netflix's subscriber growth.</p>\n<p>A final reason for skepticism in this high-water price target is Netflix's long history of net cash outflows. It's no secret that Netflix wants to expand internationally, and it's willing to spend big to gobble up international streaming share. But it's difficult to imagine Netflix being worth close to $500 billion without any consistent positive cash flow.</p>","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>Can These Megacap Stocks Double? Wall Street Thinks So</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\">\nCan These Megacap Stocks Double? Wall Street Thinks So\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 20:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/28/can-megacap-stocks-double-wall-street-thinks-so/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As of this past weekend, there were fewer than 120 companies whose valuation topped $100 billion. Call me old-school, but I've always considered a market cap in excess of $100 billion to be a megacap ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/28/can-megacap-stocks-double-wall-street-thinks-so/\">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","NFLX":"奈飞","JD":"京东"},"source_url":"https://www.fool.com/investing/2021/07/28/can-megacap-stocks-double-wall-street-thinks-so/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154360923","content_text":"As of this past weekend, there were fewer than 120 companies whose valuation topped $100 billion. Call me old-school, but I've always considered a market cap in excess of $100 billion to be a megacap stock (today, some folks believe in a megacap cutoff of $200 billion).\nHistorically, companies that surpass a $100 billion market cap are slow-growing, but they're often profitable, time-tested, and offer modest long-term appreciation. However, the latter may not be the case for a trio of megacap stocks.\nOf the nearly 120 companies with at least a $100 billion market cap, only three have a high-water Wall Street price target that implies a doubling in their respective share prices. Can these megacap stocks actually double? Let's take a closer look.\nImage source: Getty Images.\nTesla Motors: Implied upside of 129%\nPerhaps unsurprisingly, auto stock Tesla Motors (NASDAQ:TSLA) offers the highest implied upside, based on the beefiest Wall Street price target -- $1,471 a share -- as of this past weekend. If this price target came to fruition, we'd be talking about a 129% increase in Tesla's stock. It's also worth mentioning that ARK invest CEO and Chief Investment Officer Cathie Wood believes Tesla can hit $3,000 a share by mid-decade.\nThe obvious reason for bullishness has to do with the epic multi-decade vehicle replacement cycle that'll see people and businesses switching to electric vehicles (EV) and other forms of alternative energy-powered transportation. Tesla had a first-mover advantage in the U.S., and it's building a name for itself in China, which is the largest auto market in the world. By 2035, the Society of Automotive Engineers of China estimates that half of all new vehicles sold in China will be powered by alternative energy.\nAnother reason some Wall Street analysts have rallied around Tesla is the company's clear-cut competitive advantages. For example, Tesla's batteries have higher capacity, more power, and better range than the batteries being developed by its peers. The introduction of the Model 3 also brought the price of entry-level EV ownership down considerably.\nBut Tesla is also a highly polarizing stock, with a low price target from Wall Street of just $67. That's because there's a mountain of competition brewing in the EV space domestically and abroad. General Motors (NYSE:GM) plans to spend $35 billion on EVs and autonomous innovation through mid-decade.  Meanwhile, Ford Motor Company (NYSE:F) is planning to spend $30 billion through 2025 on EVs. GM and Ford will each be launching 30 new electric vehicles globally within five years.\nAn even bigger concern might just be Tesla's inability to generate a profit from selling EVs. Although it's been reporting adjusted quarterly profits for more than a year, Tesla's \"profitability\" has hinged on it selling renewable energy credits to other automakers or selling its digital assets (Bitcoin) for a profit. It's hard to envision Tesla being worth $1.4 trillion without even demonstrating to Wall Street that it can generate a recurring profit from selling EVs.\nImage source: Getty Images.\nJD.com: Implied upside of 101%\nWall Street is also expecting big things from China's second-largest online retailer, JD.com (NASDAQ:JD). Though the consensus of all analysts is that JD offers a hearty 43% upside, one analyst foresees the company making a currency-converted run at close to $105 a share. This implies potential gains of 101% for the e-commerce giant.\nWall Street's fascination with JD has to do with its similarities to Amazon.com and its (pardon the pun) prime location (i.e., at the heart of China's rapidly growing economy). Though the company does, in certain instances, act as a third-party marketplace, it's primarily a direct retailer of goods to online shoppers and maintains its own inventory. Having greater control over product quality and logistics is what's helped Amazon to generate insane amounts of cash flow, and it should do the same for JD. As of the end of March, JD's annual active customer count was a stone's throw from 500 million, up 29% from the prior-year period.\nEqually exciting is the rapid growth JD is experiencing from its service operations, which encompasses things like healthcare services, cloud services, and advertising. In late April, Cloudflare announced that it would partner with JD to expand its network in China. For JD, Cloudflare's use of its cloud infrastructure will create another channel of fast-growing sales. In Q1, this service segment grew sales by a blistering 73% from the prior-year quarter.\nHowever, JD is far from being the only fish in the pond in the world's second-largest economy. Though being a direct retailer comes with its advantages, it's nevertheless under constant pressure from the likes of Alibaba and Pinduoduo. Even Tencent Holdings, which has been a longtime shareholder of JD, is a potential threat with its slow but steady push into mobile e-commerce.\nYet, even with increasing competition and regulatory uncertainty in China, JD offers a very realistic shot at eventually hitting Wall Street's upper echelon price target. Take note, I'm not saying JD gets there within 12 months, as is the common timeframe for Wall Street price targets. But within the next few years, $105 is a very realistic target given its 20%-plus sustainable growth rate and cloud services push.\nImage source: Getty Images.\nNetflix: Implied upside of 124%\nThe last megacap stock that Wall Street believes has the potential to double is streaming content provider Netflix (NASDAQ:NFLX). The most aggressive price target on Wall Street foresees Netflix galloping to $1,154 a share, or 124% higher than where the company settled this past week.\nSimilar to Tesla, Wall Street's fascination with Netflix has a lot to do with the company's first-mover advantage. Folks were scratching their heads when CEO Reed Hastings decided to shift away from a highly profitable DVD-delivery business and focus his company's attention on streaming. With hindsight being 20/20, we know this was a genius move. Netflix ended June with almost 209.2 million global streaming subscribers.\nNetflix also has a long history of turning heads thanks to its original programming. It's released dozens of original shows and movies, many of which have turned casual subscribers into users who become hooked on the service.\nBut there are also a number of good reasons to believe that $1,154 isn't achievable. For instance, competition in the streaming space has been steadily picking up, with Netflix losing some of its share in the United States. In particular, Walt Disney's streaming service Disney+ took just 16 months to go from launch to more than 100 million subscribers. The timing of the pandemic certainly helped Disney+, however its ascension can't be ignored.\nFurthermore, there's uncertainty about subscriber growth in a post-pandemic world. Make no mistake about it, we're still in a global pandemic. But with vaccination rates climbing, it's a fair assumption that people are going to be spending more time outside their homes rather than in front of their televisions or laptops. This could certainly slow Netflix's subscriber growth.\nA final reason for skepticism in this high-water price target is Netflix's long history of net cash outflows. It's no secret that Netflix wants to expand internationally, and it's willing to spend big to gobble up international streaming share. But it's difficult to imagine Netflix being worth close to $500 billion without any consistent positive cash flow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801344357,"gmtCreate":1627484923479,"gmtModify":1703490960374,"author":{"id":"3557266234315330","authorId":"3557266234315330","name":"yh90","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557266234315330","authorIdStr":"3557266234315330"},"themes":[],"htmlText":"pls comment","listText":"pls comment","text":"pls comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801344357","repostId":"1179923360","repostType":4,"repost":{"id":"1179923360","pubTimestamp":1627481146,"share":"https://ttm.financial/m/news/1179923360?lang=&edition=fundamental","pubTime":"2021-07-28 22:05","market":"us","language":"en","title":"Here are three key factors to watch in Facebook’s earnings report that could propel the stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1179923360","media":"CNBC","summary":"No metric will be more important for measuring the health of Facebook’s business in its second-quart","content":"<div>\n<p>No metric will be more important for measuring the health of Facebook’s business in its second-quarter earnings results than the company’s advertising revenue.\nThat’s because this quarter will be the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/28/facebook-earnings-what-to-watch-for.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Here are three key factors to watch in Facebook’s earnings report that could propel the stock</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\">\nHere are three key factors to watch in Facebook’s earnings report that could propel the stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 22:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/28/facebook-earnings-what-to-watch-for.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>No metric will be more important for measuring the health of Facebook’s business in its second-quarter earnings results than the company’s advertising revenue.\nThat’s because this quarter will be the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/28/facebook-earnings-what-to-watch-for.html\">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.cnbc.com/2021/07/28/facebook-earnings-what-to-watch-for.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1179923360","content_text":"No metric will be more important for measuring the health of Facebook’s business in its second-quarter earnings results than the company’s advertising revenue.\nThat’s because this quarter will be the first for the social media company since Apple released a key iPhone software update in April. The update, known as iOS 14.5, allows iPhone and iPad users to limit companies from tracking their device’s activity. This makes it difficult for companies like Facebook to target users with personalized ads.\nNo company complained more about the impact of iOS 14.5 than Facebook, which warned that the change to the Apple software would impact small businesses’ ability to market to their customers. For a while now, Facebook has warned investors to brace for “ad targeting headwinds” related to Apple’s changes, as well as others in the internet landscape.\nThe social media giant is scheduled to release earnings Wednesday, July 28 after the bell.\nFacebook’s revenue for the second quarter, their guidance for the rest of the year and any commentary from the company’s executives during its earnings call will be telling. This quarter’s results could provide insight as to how many users opted to restrict Facebook’s tracking and whether the social media company has been able to navigate those restrictions.\n“The changes went into effect during the quarter, and we’re still seeing the rollout of the 14.5 update,” said Debra Aho Williamson, principal analyst at eMarketer. “I’m going to be very curious.”\nAlready, Facebook’s peers have navigated the challenge’s of iOS 14.5 with few setbacks. Snap, for example,was not affected by the Apple update as it had anticipated, telling analysts on its earnings call on Thursday that it had observed “higher opt-in rates than we are seeing reported generally across the industry.”Twitterechoed the sentiment, telling shareholders that the effect of Apple’s changes was lower than expected. Both companies did warn that the long-term impacts of iOS 14.5 remain to be seen, but so far, the early returns have been promising.\nHere are three Facebook storylines to follow when the company announces its second-quarter earnings:\n1. Facebook’s commerce business\nIn an effort to combat the restrictions of Apple’s iOS 14.5 update, Facebook has been ramping up its efforts to bring more commerce directly into its own apps.\nIt did this last year by introducing Facebook Shops and Instagram Shops, and more recently, the company announced plans to introduce more ways for creators to promote shoppable products through their Instagram accounts. Further,Facebook in June announced its plans to bring shops to WhatsApp, a messaging service.\nBy having users make purchases from advertisers directly on its own apps, Facebook is able to directly measure the effectiveness of its ads and provide those stats to advertisers.\nAlready, Facebook claims more than 300 million monthly Shops visitors and 1.2 million monthly active Shops across its apps. Any updates from Facebook regarding its commerce efforts will be worthwhile for investors.\n“While Q2 is not historically a big commerce quarter, social commerce is clearly coming into its own,” said Ron Josey, JMP Securities managing director.\n2. Covid’s impact on app usage\nInvestors will want to know whether the economic reopening and the expansion of Covid-19 vaccines have affected the amount of time users spend on Facebook and its various apps.\nA year ago when people worldwide were forced indoors, Facebook and other consumer apps saw their usage skyrocket as people sought to stay connected. Now, investors will want to know if that usage has taken a hit or will it continue growing.\n“Now that people are out and getting around, are they posting more or are they living in the real world? What are they doing?” said Kim Forrest, chief investment officer of Bokeh Capital.\nAdding a twist to this, however, is the growing spread of the delta variant of the coronavirus. As cases start to rise again in the U.S., investors will want to know what kind of effect, if any, the delta variant could have on Facebook usage.\n3. The regulatory outlook\nFacebook has been under the microscope of lawmakers and regulators worldwide since the company’s March 2018 Cambridge Analytica scandal, in which it was reported that a political consulting firm had improperly accessed the data of 87 million Facebook profiles in a bid to influence the 2016 presidential election.\nThis quarter included some major news regarding all of that regulatory pressure.\nMost notably,Facebook scored a major win in late June when a federal court dismissed an antitrust complaint from the Federal Trade Commission against the company as well as a parallel case brought by 48 state attorneys general. Those fights aren’t quite over just yet, but they certainly relieved some of Facebook’s headaches.\nFurther, the company came under more scrutiny in July when the Biden administration scolded the social media company for not doing enough to combat misinformation on its services that discourage people from taking Covid-19 vaccines. At one point, President Joe Biden said “they’re killing people” in regards to the misinformation on Facebook.\nHearing directly from Facebook’s leaders on their outlook for regulatory pressure following these two developments would be welcome insight for investors.\n“Getting out from underneath the FTC investigation, for the moment, takes a big weight off of Facebook’s back, but the regulatory environment isn’t getting any easier anytime soon,” said Daniel Newman, principal analyst at Futurum Research.","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175010522,"gmtCreate":1626998222166,"gmtModify":1703482017405,"author":{"id":"3557266234315330","authorId":"3557266234315330","name":"yh90","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557266234315330","authorIdStr":"3557266234315330"},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175010522","repostId":"2153412677","repostType":4,"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801345324,"gmtCreate":1627484872168,"gmtModify":1703490958724,"author":{"id":"3557266234315330","authorId":"3557266234315330","name":"yh90","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557266234315330","authorIdStr":"3557266234315330"},"themes":[],"htmlText":"yes...","listText":"yes...","text":"yes...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801345324","repostId":"2154992336","repostType":4,"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}