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06-21

When my stock picks aren’t hot, at least my coffee will be [Cry]

06-14

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AAPL, MSFT, NVDA: Which Stock Is Most Likely to Hit $4 Trillion First?

2023-03-09

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2023-03-08

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[Cry]","images":[{"img":"https://community-static.tradeup.com/news/ecc718545187bef09c48c4d80c67dcd4"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319246881538136","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":316750084497488,"gmtCreate":1718350248409,"gmtModify":1718350251934,"author":{"id":"3561880645888295","authorId":"3561880645888295","name":"YC9591","avatar":"https://static.tigerbbs.com/9c545651fd907995df5cd8b85f420645","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561880645888295","authorIdStr":"3561880645888295"},"themes":[],"htmlText":"AAPL","listText":"AAPL","text":"AAPL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316750084497488","repostId":"2442536533","repostType":4,"repost":{"id":"2442536533","pubTimestamp":1718348400,"share":"https://ttm.financial/m/news/2442536533?lang=&edition=fundamental","pubTime":"2024-06-14 15:00","market":"us","language":"en","title":"AAPL, MSFT, NVDA: Which Stock Is Most Likely to Hit $4 Trillion First?","url":"https://stock-news.laohu8.com/highlight/detail?id=2442536533","media":"InvestorPlace","summary":"It may not take very long at all for the first company to reach the $4 trillion milestone mark as we approach the second half.","content":"<html><head></head><body><ul style=\"\"><li><p>The first $3 trillion market cap may have been hit recently. But soon, one of tech’s high flyers may hit $4 trillion.</p></li><li><p><strong>Apple</strong>: Deepwater’s Gene Munster said Apple had its biggest day since 2007. </p></li><li><p><strong>Microsoft</strong>: It’s my top pick to hit the $4 trillion valuation first. </p></li><li><p><strong>Nvidia</strong>: The announcement of Rubin may be fuel for the euphoric rally.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f96458ff306a272fb875824cac37f7d3\" alt=\"Source: Serhii Milekhin / Shutterstock.com\" title=\"Source: Serhii Milekhin / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Serhii Milekhin / Shutterstock.com</span></p><p>The race to $4 trillion is on. <strong>Microsoft</strong>, and <strong>Nvidia</strong> are members of the $3 trillion club, while <strong>Apple</strong> has just returned to the club.</p><p>So, which technology behemoth can adapt to keep growth rates elevated enough to keep the good times going? Undoubtedly, Nvidia’s blistering triple-digit sales growth puts the GPU kingpin on another planet.</p><p>This initial artificial intelligence (<strong>AI</strong>) accelerator gold rush will cool down. And when it does, questions linger about the kind of sustained growth rate that Nvidia will settle into. If there is a downturn in the future, it will be almost impossible to time.</p><p>While triple-digit growth is simply unsustainable, perhaps Nvidia has a few more upside surprises in store for those holding on at today’s meteoric highs.</p><p>After all, many analysts have been guilty of underestimating the company in the past three years. Whether they’re continuing to underestimate the magnitude of the boom remains the $4 trillion question.</p><h2 id=\"id_2949059515\">Apple (AAPL)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63ea4fc6bf14cf37582ddf7c9dce7a1d\" alt=\"Source: Moab Republic / Shutterstock\" title=\"Source: Moab Republic / Shutterstock\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Moab Republic / Shutterstock</span></p><p>How could Apple be the first to hit a $4 trillion valuation after it reigned again as most valuable U.S. company for first time since January?</p><p>Though many consider Apple to be an underdog in the race to $4 trillion, the worst of the company’s iPhone sales hiccups may have already passed. As interest rates begin to fall, perhaps more discretionary income in consumers’ pockets will give way to a splurge on new devices.</p><p>If anything, the latest iPhones, iPads and Macs are not discretionary goods anymore, not when they can run Apple Intelligence using Apple’s hybrid approach to AI computing.</p><p>Additionally, some notable bulls are out following Apple’s big WWDC day, including Deepwater Asset Management’s Gene Munster. Recently, the latter sat down with CNBC to share his thoughts. He thought the first day of WWDC 2024 (June 10) was the biggest day for Apple since 2007, the day Apple unveiled the first iPhone.</p><p>If Munster is right, Apple could find itself at a $4 trillion market cap. That’s just a 22% rally for AAPL stock from here, which is totally attainable given the soft year-to-date (<strong>YTD</strong>) rally of just 11%.</p><h2 id=\"id_2717200425\">Microsoft (MSFT)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f64dad680a056b85fc9e191261845073\" alt=\"Source: Ascannio / Shutterstock.com\" title=\"Source: Ascannio / Shutterstock.com\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Ascannio / Shutterstock.com</span></p><p>Microsoft is one of technically the closest to hitting that $4 trillion market cap mark. Now, the stock is sitting at just south of $3.3 trillion. The road to $4 trillion may be less traveled for Microsoft at current levels. Yet, it would be a mistake to discount the potential for Nvidia or Apple to make a second-half sprint to such a finish line.</p><p>In any case, some smart analysts see Microsoft rising to a valuation of $4 trillion, thanks in part to its drivers that span well beyond generative AI.</p><p>Most notably, the Azure cloud business, which stands to benefit from greater AI usage as a whole, could be next in line to excite. Pierre Ferragu of NewStreet Research thinks a $4 trillion valuation makes sense as Microsoft seeks “achieving the Nirvana of execution.” That entails “higher profitability” and “rapid and steady market share gains.”</p><p>Truly, fast and steady may ultimately win the market cap race. And MSFT stock has the best shot at rallying enough to mint Microsoft as the first to break a $4 trillion valuation. A gain of around 22% from Thursday’s close will do it.</p><h2 id=\"id_706417736\">Nvidia (NVDA)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ed51b8b8d703070a9e2ed290dd230b31\" alt=\"Source: Michael Vi / Shutterstock.com\" title=\"Source: Michael Vi / Shutterstock.com\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Michael Vi / Shutterstock.com</span></p><p>Nvidia is probably the favorite pick for many to hit the $4 trillion valuation level first. At around $3.2 trillion, it will take a surge of just over 25% to hit the level.</p><p>NVDA stock has rallied more than 35% in just the past month. If AI enthusiasm continues, Nvidia could be flirting with $4 trillion in a matter of weeks. Of course, just how much exciting news can flow in for the summer when we’ve already had so much to admire in the first half?</p><p>Already, Nvidia is thinking years ahead with its Rubin platform for 2026. It’s not just the GPU that has investors’ attention. It’s the next-generation Vera chip built on the Rubin platform that could capture the world by storm.</p><p>There’s only one problem with the Rubin news. It’s likely already (mostly) baked in, and we’re going to have to wait more than a year and a half before the chip launches. That’s a long wait. And NVDA stock could certainly consolidate until Rubin launches.</p><p>Finally, Rubin’s hype may bring forward a bit of excitement and upside this year, perhaps taking away from NVDA stock’s future performance. Whether it’s enough to sustain a 2024 push to a $4 trillion market cap remains to be seen.</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>AAPL, MSFT, NVDA: Which Stock Is Most Likely to Hit $4 Trillion First?</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\">\nAAPL, MSFT, NVDA: Which Stock Is Most Likely to Hit $4 Trillion First?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-14 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/06/aapl-msft-nvda-which-stock-is-most-likely-to-hit-4-trillion-first/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first $3 trillion market cap may have been hit recently. But soon, one of tech’s high flyers may hit $4 trillion.Apple: Deepwater’s Gene Munster said Apple had its biggest day since 2007. ...</p>\n\n<a href=\"https://investorplace.com/2024/06/aapl-msft-nvda-which-stock-is-most-likely-to-hit-4-trillion-first/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4535":"淡马锡持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","NVDA":"英伟达","BK4538":"云计算","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","MSFT":"微软","AAPL":"苹果","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4559":"巴菲特持仓","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4550":"红杉资本持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0079474960.USD":"联博美国增长基金A","LU0082616367.USD":"摩根大通美国科技A（dist）","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","BK4097":"系统软件","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0171293334.USD":"贝莱德英国基金A2","BK4512":"苹果概念","BK4549":"软银资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4553":"喜马拉雅资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4567":"ESG概念","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","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC"},"source_url":"https://investorplace.com/2024/06/aapl-msft-nvda-which-stock-is-most-likely-to-hit-4-trillion-first/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2442536533","content_text":"The first $3 trillion market cap may have been hit recently. But soon, one of tech’s high flyers may hit $4 trillion.Apple: Deepwater’s Gene Munster said Apple had its biggest day since 2007. Microsoft: It’s my top pick to hit the $4 trillion valuation first. Nvidia: The announcement of Rubin may be fuel for the euphoric rally.Source: Serhii Milekhin / Shutterstock.comThe race to $4 trillion is on. Microsoft, and Nvidia are members of the $3 trillion club, while Apple has just returned to the club.So, which technology behemoth can adapt to keep growth rates elevated enough to keep the good times going? Undoubtedly, Nvidia’s blistering triple-digit sales growth puts the GPU kingpin on another planet.This initial artificial intelligence (AI) accelerator gold rush will cool down. And when it does, questions linger about the kind of sustained growth rate that Nvidia will settle into. If there is a downturn in the future, it will be almost impossible to time.While triple-digit growth is simply unsustainable, perhaps Nvidia has a few more upside surprises in store for those holding on at today’s meteoric highs.After all, many analysts have been guilty of underestimating the company in the past three years. Whether they’re continuing to underestimate the magnitude of the boom remains the $4 trillion question.Apple (AAPL)Source: Moab Republic / ShutterstockHow could Apple be the first to hit a $4 trillion valuation after it reigned again as most valuable U.S. company for first time since January?Though many consider Apple to be an underdog in the race to $4 trillion, the worst of the company’s iPhone sales hiccups may have already passed. As interest rates begin to fall, perhaps more discretionary income in consumers’ pockets will give way to a splurge on new devices.If anything, the latest iPhones, iPads and Macs are not discretionary goods anymore, not when they can run Apple Intelligence using Apple’s hybrid approach to AI computing.Additionally, some notable bulls are out following Apple’s big WWDC day, including Deepwater Asset Management’s Gene Munster. Recently, the latter sat down with CNBC to share his thoughts. He thought the first day of WWDC 2024 (June 10) was the biggest day for Apple since 2007, the day Apple unveiled the first iPhone.If Munster is right, Apple could find itself at a $4 trillion market cap. That’s just a 22% rally for AAPL stock from here, which is totally attainable given the soft year-to-date (YTD) rally of just 11%.Microsoft (MSFT)Source: Ascannio / Shutterstock.comMicrosoft is one of technically the closest to hitting that $4 trillion market cap mark. Now, the stock is sitting at just south of $3.3 trillion. The road to $4 trillion may be less traveled for Microsoft at current levels. Yet, it would be a mistake to discount the potential for Nvidia or Apple to make a second-half sprint to such a finish line.In any case, some smart analysts see Microsoft rising to a valuation of $4 trillion, thanks in part to its drivers that span well beyond generative AI.Most notably, the Azure cloud business, which stands to benefit from greater AI usage as a whole, could be next in line to excite. Pierre Ferragu of NewStreet Research thinks a $4 trillion valuation makes sense as Microsoft seeks “achieving the Nirvana of execution.” That entails “higher profitability” and “rapid and steady market share gains.”Truly, fast and steady may ultimately win the market cap race. And MSFT stock has the best shot at rallying enough to mint Microsoft as the first to break a $4 trillion valuation. A gain of around 22% from Thursday’s close will do it.Nvidia (NVDA)Source: Michael Vi / Shutterstock.comNvidia is probably the favorite pick for many to hit the $4 trillion valuation level first. At around $3.2 trillion, it will take a surge of just over 25% to hit the level.NVDA stock has rallied more than 35% in just the past month. If AI enthusiasm continues, Nvidia could be flirting with $4 trillion in a matter of weeks. Of course, just how much exciting news can flow in for the summer when we’ve already had so much to admire in the first half?Already, Nvidia is thinking years ahead with its Rubin platform for 2026. It’s not just the GPU that has investors’ attention. It’s the next-generation Vera chip built on the Rubin platform that could capture the world by storm.There’s only one problem with the Rubin news. It’s likely already (mostly) baked in, and we’re going to have to wait more than a year and a half before the chip launches. That’s a long wait. And NVDA stock could certainly consolidate until Rubin launches.Finally, Rubin’s hype may bring forward a bit of excitement and upside this year, perhaps taking away from NVDA stock’s future performance. Whether it’s enough to sustain a 2024 push to a $4 trillion market cap remains to be seen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949362916,"gmtCreate":1678372588936,"gmtModify":1678373597272,"author":{"id":"3561880645888295","authorId":"3561880645888295","name":"YC9591","avatar":"https://static.tigerbbs.com/9c545651fd907995df5cd8b85f420645","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561880645888295","authorIdStr":"3561880645888295"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949362916","repostId":"2318209263","repostType":2,"repost":{"id":"2318209263","pubTimestamp":1678366870,"share":"https://ttm.financial/m/news/2318209263?lang=&edition=fundamental","pubTime":"2023-03-09 21:01","market":"us","language":"en","title":"Palantir May Finally Be a Screaming Buy. Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2318209263","media":"Motley Fool","summary":"Palantir's Q4 profit should have investors celebrating.","content":"<html><head></head><body><p>The terms &#34;big-data&#34; and &#34;digital transformation&#34; are becoming a staple on the earnings calls of technology companies. There are a myriad of software tools that claim to possess the ability to integrate with other systems horizontally across an organization, synthesize loads of unstructured data, and use complex algorithms to derive actionable insights.</p><p>One such company is the ultra-secretive <b>Palantir</b>. Palantir was founded nearly two decades ago but has only been trading publicly since the end of 2020. Over the last couple of years, the company&#39;s CEO, Alex Karp, has certainly brought Palantir&#39;s name into more headlines.</p><p>While Palantir was historically known as a government contractor, the software giant has done an impressive job expanding into the private sector. Palantir&#39;s fourth-quarter 2022 earnings report contained several positive surprises, and now may be an opportune time to add its stock to your portfolio.</p><h2>Palantir&#39;s growth story is intact</h2><p>For the quarter and year ended Dec. 31, Palantir reported $509 million and $1.9 billion in revenue, respectively. These figures represented 18% and 24% year-over-year growth. Although these growth rates are impressive, it should be noted that Palantir missed its 30% annual growth target, which Karp has reiterated in the past on several occasions.</p><p>Despite the miss in its 30% top-line growth target, investors should not discount Palantir&#39;s accomplishments during 2022. Over the last several months, investors have heard top executives from <b>Microsoft</b>, <b>Alphabet</b>, and <b>Amazon</b>, among other Big Tech cohorts, all explain in detail that there are short-term cyclical challenges in the marketplace due to tightening corporate budgets, inflation, and fears of recession.</p><p>For this reason, many of these companies have resorted to layoffs in an effort to preserve capital runway. It should be noted that following the earnings call, Palantir had its own layoffs, reducing headcount by approximately 2%.</p><p>While layoffs are unfortunate, Palantir&#39;s earnings report contained one metric in particular that should have investors really excited. For the first time in company history, Palantir reported positive net income according to generally accepted accounting principles (GAAP). For the quarter ended Dec. 31, net income was $31 million, which equated to $0.01 earnings per share (EPS).</p><p>Perhaps even more exciting is that management is expecting positive net income for the entire 2023 calendar year, per the earnings report.</p><h2>It keeps getting better</h2><p>Since Palantir&#39;s public debut, Wall Street skeptics have generally expressed concerns about it due to two factors: the company&#39;s reliance on large, lumpy government contracts, as well as high stock-based compensation packages.</p><p>Per the company&#39;s Q4 investor presentation, Palantir illustrated that while its U.S. government revenue grew 22% in 2022, its U.S. commercial revenue grew a whopping 67% to $335 million. Furthermore, total commercial revenue grew 29% to $834 million during 2022. By contrast, total revenue grew 19% annually to $1.1 billion. Investors can see that Palantir&#39;s private sector business is quickly approaching the same size of its legacy government segment in terms of absolute dollars.</p><p>In addition to the fast-growing commercial business, Palantir&#39;s stock-based compensation is also beginning to trend in the right direction. For the year ended Dec. 31, Palantir&#39;s total stock-based compensation was $565 million, compared to $778 million in 2021. When referencing stock-based compensation during the earnings call, CFO Dave Glazer stated:</p><blockquote>This is a testament to our disciplined spending amid the macro uncertainty, as well as the normalization of our stock-based compensation expense overhang since becoming a public company. Stock-based compensation expense was down 38 million in the fourth quarter compared to the year-ago period and down 213 million compared to the year-ago period. As we look ahead to 2023, we will continue to exercise spend discipline across the company, pace hiring, while continuing to invest in high-priority areas, including in our product offerings, building out our go-to-market strategy, and technical roles.</blockquote><h2>Valuation is key</h2><p>As of the time of this writing, Palantir has a market capitalization of $17 billion and trades at 8 times its trailing-12-month sales (P/S). Interestingly, the company&#39;s stock price has barely moved over the last six months.</p><p>Despite its original 30% top-line growth rate being at risk, Palantir investors should be encouraged by the company&#39;s expense discipline and its ability to generate a profit during times of slowing economic growth. It is certainly possible that Palantir&#39;s long-term revenue growth rate may average out to 30% in the following years, but investors should normalize their expectations for 2023 in particular.</p><p>Even so, consistent profitability coupled with a fast-growing commercial business should not be discounted. For current shareholders, now is an opportune time to lower your cost basis. Moreover, for long-term investors, Palantir&#39;s current valuation is almost too good to pass up given the company&#39;s bullish outlook.</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>Palantir May Finally Be a Screaming Buy. Here's Why</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 May Finally Be a Screaming Buy. Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-09 21:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/09/palantir-may-finally-be-a-screaming-buy-heres-why/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The terms \"big-data\" and \"digital transformation\" are becoming a staple on the earnings calls of technology companies. There are a myriad of software tools that claim to possess the ability to ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/09/palantir-may-finally-be-a-screaming-buy-heres-why/\">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://www.fool.com/investing/2023/03/09/palantir-may-finally-be-a-screaming-buy-heres-why/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318209263","content_text":"The terms \"big-data\" and \"digital transformation\" are becoming a staple on the earnings calls of technology companies. There are a myriad of software tools that claim to possess the ability to integrate with other systems horizontally across an organization, synthesize loads of unstructured data, and use complex algorithms to derive actionable insights.One such company is the ultra-secretive Palantir. Palantir was founded nearly two decades ago but has only been trading publicly since the end of 2020. Over the last couple of years, the company's CEO, Alex Karp, has certainly brought Palantir's name into more headlines.While Palantir was historically known as a government contractor, the software giant has done an impressive job expanding into the private sector. Palantir's fourth-quarter 2022 earnings report contained several positive surprises, and now may be an opportune time to add its stock to your portfolio.Palantir's growth story is intactFor the quarter and year ended Dec. 31, Palantir reported $509 million and $1.9 billion in revenue, respectively. These figures represented 18% and 24% year-over-year growth. Although these growth rates are impressive, it should be noted that Palantir missed its 30% annual growth target, which Karp has reiterated in the past on several occasions.Despite the miss in its 30% top-line growth target, investors should not discount Palantir's accomplishments during 2022. Over the last several months, investors have heard top executives from Microsoft, Alphabet, and Amazon, among other Big Tech cohorts, all explain in detail that there are short-term cyclical challenges in the marketplace due to tightening corporate budgets, inflation, and fears of recession.For this reason, many of these companies have resorted to layoffs in an effort to preserve capital runway. It should be noted that following the earnings call, Palantir had its own layoffs, reducing headcount by approximately 2%.While layoffs are unfortunate, Palantir's earnings report contained one metric in particular that should have investors really excited. For the first time in company history, Palantir reported positive net income according to generally accepted accounting principles (GAAP). For the quarter ended Dec. 31, net income was $31 million, which equated to $0.01 earnings per share (EPS).Perhaps even more exciting is that management is expecting positive net income for the entire 2023 calendar year, per the earnings report.It keeps getting betterSince Palantir's public debut, Wall Street skeptics have generally expressed concerns about it due to two factors: the company's reliance on large, lumpy government contracts, as well as high stock-based compensation packages.Per the company's Q4 investor presentation, Palantir illustrated that while its U.S. government revenue grew 22% in 2022, its U.S. commercial revenue grew a whopping 67% to $335 million. Furthermore, total commercial revenue grew 29% to $834 million during 2022. By contrast, total revenue grew 19% annually to $1.1 billion. Investors can see that Palantir's private sector business is quickly approaching the same size of its legacy government segment in terms of absolute dollars.In addition to the fast-growing commercial business, Palantir's stock-based compensation is also beginning to trend in the right direction. For the year ended Dec. 31, Palantir's total stock-based compensation was $565 million, compared to $778 million in 2021. When referencing stock-based compensation during the earnings call, CFO Dave Glazer stated:This is a testament to our disciplined spending amid the macro uncertainty, as well as the normalization of our stock-based compensation expense overhang since becoming a public company. Stock-based compensation expense was down 38 million in the fourth quarter compared to the year-ago period and down 213 million compared to the year-ago period. As we look ahead to 2023, we will continue to exercise spend discipline across the company, pace hiring, while continuing to invest in high-priority areas, including in our product offerings, building out our go-to-market strategy, and technical roles.Valuation is keyAs of the time of this writing, Palantir has a market capitalization of $17 billion and trades at 8 times its trailing-12-month sales (P/S). Interestingly, the company's stock price has barely moved over the last six months.Despite its original 30% top-line growth rate being at risk, Palantir investors should be encouraged by the company's expense discipline and its ability to generate a profit during times of slowing economic growth. It is certainly possible that Palantir's long-term revenue growth rate may average out to 30% in the following years, but investors should normalize their expectations for 2023 in particular.Even so, consistent profitability coupled with a fast-growing commercial business should not be discounted. For current shareholders, now is an opportune time to lower your cost basis. Moreover, for long-term investors, Palantir's current valuation is almost too good to pass up given the company's bullish outlook.","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949994397,"gmtCreate":1678286459319,"gmtModify":1678287973717,"author":{"id":"3561880645888295","authorId":"3561880645888295","name":"YC9591","avatar":"https://static.tigerbbs.com/9c545651fd907995df5cd8b85f420645","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561880645888295","authorIdStr":"3561880645888295"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949994397","repostId":"1109175250","repostType":4,"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949994952,"gmtCreate":1678286403276,"gmtModify":1678287958997,"author":{"id":"3561880645888295","authorId":"3561880645888295","name":"YC9591","avatar":"https://static.tigerbbs.com/9c545651fd907995df5cd8b85f420645","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561880645888295","authorIdStr":"3561880645888295"},"themes":[],"htmlText":":(","listText":":(","text":":(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949994952","repostId":"1111614361","repostType":4,"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9949362916,"gmtCreate":1678372588936,"gmtModify":1678373597272,"author":{"id":"3561880645888295","authorId":"3561880645888295","name":"YC9591","avatar":"https://static.tigerbbs.com/9c545651fd907995df5cd8b85f420645","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561880645888295","authorIdStr":"3561880645888295"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949362916","repostId":"2318209263","repostType":2,"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949994397,"gmtCreate":1678286459319,"gmtModify":1678287973717,"author":{"id":"3561880645888295","authorId":"3561880645888295","name":"YC9591","avatar":"https://static.tigerbbs.com/9c545651fd907995df5cd8b85f420645","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561880645888295","authorIdStr":"3561880645888295"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949994397","repostId":"1109175250","repostType":4,"repost":{"id":"1109175250","pubTimestamp":1678268176,"share":"https://ttm.financial/m/news/1109175250?lang=&edition=fundamental","pubTime":"2023-03-08 17:36","market":"us","language":"en","title":"Tesla Rival BYD Plans Big Commercial-Vehicle Push","url":"https://stock-news.laohu8.com/highlight/detail?id=1109175250","media":"The Wall Street Journal","summary":"China’s BYDCo., having risen over the past decade to become one of the top global sellers of electri","content":"<html><head></head><body><p>China’s BYDCo., having risen over the past decade to become one of the top global sellers of electric passenger cars, is now plotting a big push into battery-electric commercial vehicles.</p><p>Over the next three years, BYD plans to introduce new commercial-vehicle models in markets including China, Europe and Japan, according to people familiar with the company’s plans. It has mapped out a budget of more than $20 billion for its commercial-vehicle unit through 2025, with major outlays planned for research, product development and expansion of production capacity, the people said.</p><p>A spokesperson for BYD declined to comment. The exact breakdown of the spending couldn’t be learned.</p><p>The push is part of an emerging shift in the industry’s thinking about next-generation trucks. Some companies see non-battery technologies such as hydrogen fuel cells as a better fit for big trucks, especially those traveling long distances, because they believe the batteries to power such trucks would be too heavy.</p><p>People at BYD believe its in-house battery, which it calls a blade battery, can address the issue. Blade batteries contain a number of long, flat blade-like cells slid into a battery pack, a structure that BYD says maximizes use of space and energy density, while minimizing overall vehicle weight.</p><p>BYD is best-known for its passenger cars, where it vies with Tesla Inc. for global leadership and is fast-growing outside of China. Until this year, BYD’s commercial-vehicle business mostly consisted of buses.</p><p>But in January and February of this year, it sold a combined 2,774 commercial vehicles other than buses, more than 10 times the figure in the same period a year earlier. The company’s website shows a range of commercial vehicles including delivery vans, freight trucks, cement mixers and street sweepers.</p><p>The move to expand in commercial vehicles could help BYD counteract potentially slower growth in sales of passenger EVs. China, the world’s biggest EV market, has ended subsidies to help consumers buy EVs.</p><p>Those subsidies helped electric and plug-in hybrid cars grow to make up 26% of new passenger-car registrations in China in 2022, up from 6% two years earlier. ING Group expects that share to grow just slightly this year to 27.5%.</p><p>Meanwhile, BYD expects commercial-vehicle sales to recover in China after the country ended strict Covid-19 curbs that had squeezed public transport and commercial activity, the people familiar with the company’s plans said.</p><p>BYD, whose shareholders include Warren Buffett’s Berkshire Hathaway Inc., also has its eye on global markets. It operates commercial-vehicle factories in countries including Brazil, Hungary and India in addition to several plants in China.</p><p>BYD faces many challengers on the commercial-vehicle front. Earlier this week, Isuzu Motors Ltd. introduced an electric light-duty truck in Japan. Mercedes-Benz Group AG said last month it would start selling a new electric van that would be produced in North America and Europe and made available in 60 markets worldwide.</p><p>In China, electric commercial-vehicle sales are likely to continue to grow, but the market is competitive with over a hundred manufacturers offering electric bus or truck options, said Yvonne Zhang, a Shanghai-based research associate at market intelligence firm Interact Analysis. This competition, she said, has led Chinese auto makers to turn their eyes abroad.</p><p>China’s big and fairly well-developed market “gives Chinese companies an advantage in terms of costs,” Ms. Zhang said, and the emergence of battery-powered trucks and buses gives them an opening to enter overseas markets.</p><p>Overall, China shipped around 28,000 battery-electric trucks abroad last year, more than five times what it exported in 2021, according to the China Passenger Car Association.</p><p>One country where BYD has relatively limited hopes is the U.S., because of recent geopolitical tensions, according to the people familiar with the company’s plans. They said expansion in the U.S. is generally on hold for now.</p><p>Since 2014, BYD has delivered electric buses produced at a factory in Lancaster, Calif., in the U.S. and Canada. It is currently North America’s largest electric-bus manufacturer, though its production capacity remains relatively small at about 1,500 vehicles a year.</p><p>Chinese Foreign Minister Qin Gang said on a visit to BYD’s Lancaster factory last year that the plant showcased mutually beneficial cooperation between the countries.</p><p>Making a big battery-electric truck is hard because of “weight compounding”—as the battery pack gets bigger and heavier, more of the batteries’ energy is used simply to move the batteries themselves. BYD’s main commercial-vehicle platform, introduced in 2020, wasn’t designed specifically for its blade-battery technology.</p><p>Company researchers are now working on modifying both the battery and platform—the basic architecture of the vehicles—so that they are better integrated with each other and optimized for commercial vehicles, said the people familiar with BYD’s plans.</p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Rival BYD Plans Big Commercial-Vehicle Push</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 Rival BYD Plans Big Commercial-Vehicle Push\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-08 17:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/tesla-rival-byd-plans-big-commercial-vehicle-push-a2016228?mod=tech_lead_pos2><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China’s BYDCo., having risen over the past decade to become one of the top global sellers of electric passenger cars, is now plotting a big push into battery-electric commercial vehicles.Over the next...</p>\n\n<a href=\"https://www.wsj.com/articles/tesla-rival-byd-plans-big-commercial-vehicle-push-a2016228?mod=tech_lead_pos2\">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.wsj.com/articles/tesla-rival-byd-plans-big-commercial-vehicle-push-a2016228?mod=tech_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109175250","content_text":"China’s BYDCo., having risen over the past decade to become one of the top global sellers of electric passenger cars, is now plotting a big push into battery-electric commercial vehicles.Over the next three years, BYD plans to introduce new commercial-vehicle models in markets including China, Europe and Japan, according to people familiar with the company’s plans. It has mapped out a budget of more than $20 billion for its commercial-vehicle unit through 2025, with major outlays planned for research, product development and expansion of production capacity, the people said.A spokesperson for BYD declined to comment. The exact breakdown of the spending couldn’t be learned.The push is part of an emerging shift in the industry’s thinking about next-generation trucks. Some companies see non-battery technologies such as hydrogen fuel cells as a better fit for big trucks, especially those traveling long distances, because they believe the batteries to power such trucks would be too heavy.People at BYD believe its in-house battery, which it calls a blade battery, can address the issue. Blade batteries contain a number of long, flat blade-like cells slid into a battery pack, a structure that BYD says maximizes use of space and energy density, while minimizing overall vehicle weight.BYD is best-known for its passenger cars, where it vies with Tesla Inc. for global leadership and is fast-growing outside of China. Until this year, BYD’s commercial-vehicle business mostly consisted of buses.But in January and February of this year, it sold a combined 2,774 commercial vehicles other than buses, more than 10 times the figure in the same period a year earlier. The company’s website shows a range of commercial vehicles including delivery vans, freight trucks, cement mixers and street sweepers.The move to expand in commercial vehicles could help BYD counteract potentially slower growth in sales of passenger EVs. China, the world’s biggest EV market, has ended subsidies to help consumers buy EVs.Those subsidies helped electric and plug-in hybrid cars grow to make up 26% of new passenger-car registrations in China in 2022, up from 6% two years earlier. ING Group expects that share to grow just slightly this year to 27.5%.Meanwhile, BYD expects commercial-vehicle sales to recover in China after the country ended strict Covid-19 curbs that had squeezed public transport and commercial activity, the people familiar with the company’s plans said.BYD, whose shareholders include Warren Buffett’s Berkshire Hathaway Inc., also has its eye on global markets. It operates commercial-vehicle factories in countries including Brazil, Hungary and India in addition to several plants in China.BYD faces many challengers on the commercial-vehicle front. Earlier this week, Isuzu Motors Ltd. introduced an electric light-duty truck in Japan. Mercedes-Benz Group AG said last month it would start selling a new electric van that would be produced in North America and Europe and made available in 60 markets worldwide.In China, electric commercial-vehicle sales are likely to continue to grow, but the market is competitive with over a hundred manufacturers offering electric bus or truck options, said Yvonne Zhang, a Shanghai-based research associate at market intelligence firm Interact Analysis. This competition, she said, has led Chinese auto makers to turn their eyes abroad.China’s big and fairly well-developed market “gives Chinese companies an advantage in terms of costs,” Ms. Zhang said, and the emergence of battery-powered trucks and buses gives them an opening to enter overseas markets.Overall, China shipped around 28,000 battery-electric trucks abroad last year, more than five times what it exported in 2021, according to the China Passenger Car Association.One country where BYD has relatively limited hopes is the U.S., because of recent geopolitical tensions, according to the people familiar with the company’s plans. They said expansion in the U.S. is generally on hold for now.Since 2014, BYD has delivered electric buses produced at a factory in Lancaster, Calif., in the U.S. and Canada. It is currently North America’s largest electric-bus manufacturer, though its production capacity remains relatively small at about 1,500 vehicles a year.Chinese Foreign Minister Qin Gang said on a visit to BYD’s Lancaster factory last year that the plant showcased mutually beneficial cooperation between the countries.Making a big battery-electric truck is hard because of “weight compounding”—as the battery pack gets bigger and heavier, more of the batteries’ energy is used simply to move the batteries themselves. BYD’s main commercial-vehicle platform, introduced in 2020, wasn’t designed specifically for its blade-battery technology.Company researchers are now working on modifying both the battery and platform—the basic architecture of the vehicles—so that they are better integrated with each other and optimized for commercial vehicles, said the people familiar with BYD’s plans.","news_type":1},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949994952,"gmtCreate":1678286403276,"gmtModify":1678287958997,"author":{"id":"3561880645888295","authorId":"3561880645888295","name":"YC9591","avatar":"https://static.tigerbbs.com/9c545651fd907995df5cd8b85f420645","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561880645888295","authorIdStr":"3561880645888295"},"themes":[],"htmlText":":(","listText":":(","text":":(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949994952","repostId":"1111614361","repostType":4,"repost":{"id":"1111614361","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1678286084,"share":"https://ttm.financial/m/news/1111614361?lang=&edition=fundamental","pubTime":"2023-03-08 22:34","market":"us","language":"en","title":"U.S. Stocks Open Little Changed As Wall Street Tries to Recover From Tuesday’s Selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=1111614361","media":"Tiger Newspress","summary":"Stocks traded flat Wednesday, attempting to recover from Tuesday’s broad-based selloff, spurred by c","content":"<html><head></head><body><p>Stocks traded flat Wednesday, attempting to recover from Tuesday’s broad-based selloff, spurred by comments from Federal Reserve Chairman Jerome Powell that suggested that interest rates may need to go higher for longer.</p><p>The Dow Jones Industrial Average ticked 30 points higher, while the S&amp;P 500 and Nasdaq Composite added 0.15% and 0.25%, respectively.</p><p>A stronger-than-expected February private payrolls report suggested that the economy is standing strong despite the Fed’s hiking campaign, adding to investor concern that a bigger rate increase may be ahead.</p><p>The Dow closed nearly 575 points lower on Tuesday. The S&amp;P 500 slid 1.53% to close below the key 4,000 thresholds, and the Nasdaq Composite lost 1.25%. The sharp decline for stocks was accompanied by a spike in bond yields, with the rate on the 2-year Treasury surpassing 5% and touching the highest level since 2007.</p><p>The shakeup in markets came after Fed Chair Powell spoke before the Senate Banking, Housing and Urban Affairs Committee. He cautioned lawmakers that the central bank’s terminal rate will likely be higher than previously anticipated due to stubbornly high economic data in recent weeks.</p><p>″[Powell] is being very, very clear that if you look at what happened over the past year and a half, the call on inflation didn’t pan out,” Morgan Stanley’s global chief economist Seth Carpenter said.</p><p>“I think now Powell is very much on board with the idea that he does not want to get caught flat-footed again, and so opening the door very wide for a 50 basis point hike was exactly what he did,” Carpenter added.</p><p>On Wednesday, investors will be closely watching Powell speak before the House Financial Services Committee. Separately, Richmond Fed President Tom Barkin will also be speaking on the labor market Wednesday morning. January’s job openings and labor turnover data is also due.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Open Little Changed As Wall Street Tries to Recover From Tuesday’s Selloff</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Open Little Changed As Wall Street Tries to Recover From Tuesday’s Selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-03-08 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks traded flat Wednesday, attempting to recover from Tuesday’s broad-based selloff, spurred by comments from Federal Reserve Chairman Jerome Powell that suggested that interest rates may need to go higher for longer.</p><p>The Dow Jones Industrial Average ticked 30 points higher, while the S&amp;P 500 and Nasdaq Composite added 0.15% and 0.25%, respectively.</p><p>A stronger-than-expected February private payrolls report suggested that the economy is standing strong despite the Fed’s hiking campaign, adding to investor concern that a bigger rate increase may be ahead.</p><p>The Dow closed nearly 575 points lower on Tuesday. The S&amp;P 500 slid 1.53% to close below the key 4,000 thresholds, and the Nasdaq Composite lost 1.25%. The sharp decline for stocks was accompanied by a spike in bond yields, with the rate on the 2-year Treasury surpassing 5% and touching the highest level since 2007.</p><p>The shakeup in markets came after Fed Chair Powell spoke before the Senate Banking, Housing and Urban Affairs Committee. He cautioned lawmakers that the central bank’s terminal rate will likely be higher than previously anticipated due to stubbornly high economic data in recent weeks.</p><p>″[Powell] is being very, very clear that if you look at what happened over the past year and a half, the call on inflation didn’t pan out,” Morgan Stanley’s global chief economist Seth Carpenter said.</p><p>“I think now Powell is very much on board with the idea that he does not want to get caught flat-footed again, and so opening the door very wide for a 50 basis point hike was exactly what he did,” Carpenter added.</p><p>On Wednesday, investors will be closely watching Powell speak before the House Financial Services Committee. Separately, Richmond Fed President Tom Barkin will also be speaking on the labor market Wednesday morning. January’s job openings and labor turnover data is also due.</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":"1111614361","content_text":"Stocks traded flat Wednesday, attempting to recover from Tuesday’s broad-based selloff, spurred by comments from Federal Reserve Chairman Jerome Powell that suggested that interest rates may need to go higher for longer.The Dow Jones Industrial Average ticked 30 points higher, while the S&P 500 and Nasdaq Composite added 0.15% and 0.25%, respectively.A stronger-than-expected February private payrolls report suggested that the economy is standing strong despite the Fed’s hiking campaign, adding to investor concern that a bigger rate increase may be ahead.The Dow closed nearly 575 points lower on Tuesday. The S&P 500 slid 1.53% to close below the key 4,000 thresholds, and the Nasdaq Composite lost 1.25%. The sharp decline for stocks was accompanied by a spike in bond yields, with the rate on the 2-year Treasury surpassing 5% and touching the highest level since 2007.The shakeup in markets came after Fed Chair Powell spoke before the Senate Banking, Housing and Urban Affairs Committee. He cautioned lawmakers that the central bank’s terminal rate will likely be higher than previously anticipated due to stubbornly high economic data in recent weeks.″[Powell] is being very, very clear that if you look at what happened over the past year and a half, the call on inflation didn’t pan out,” Morgan Stanley’s global chief economist Seth Carpenter said.“I think now Powell is very much on board with the idea that he does not want to get caught flat-footed again, and so opening the door very wide for a 50 basis point hike was exactly what he did,” Carpenter added.On Wednesday, investors will be closely watching Powell speak before the House Financial Services Committee. Separately, Richmond Fed President Tom Barkin will also be speaking on the labor market Wednesday morning. January’s job openings and labor turnover data is also due.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319246881538136,"gmtCreate":1718954564991,"gmtModify":1718954569123,"author":{"id":"3561880645888295","authorId":"3561880645888295","name":"YC9591","avatar":"https://static.tigerbbs.com/9c545651fd907995df5cd8b85f420645","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561880645888295","authorIdStr":"3561880645888295"},"themes":[],"htmlText":"When my stock picks aren’t hot, at least my coffee will be [Cry]","listText":"When my stock picks aren’t hot, at least my coffee will be [Cry]","text":"When my stock picks aren’t hot, at least my coffee will be [Cry]","images":[{"img":"https://community-static.tradeup.com/news/ecc718545187bef09c48c4d80c67dcd4"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319246881538136","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":316750084497488,"gmtCreate":1718350248409,"gmtModify":1718350251934,"author":{"id":"3561880645888295","authorId":"3561880645888295","name":"YC9591","avatar":"https://static.tigerbbs.com/9c545651fd907995df5cd8b85f420645","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561880645888295","authorIdStr":"3561880645888295"},"themes":[],"htmlText":"AAPL","listText":"AAPL","text":"AAPL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316750084497488","repostId":"2442536533","repostType":4,"repost":{"id":"2442536533","pubTimestamp":1718348400,"share":"https://ttm.financial/m/news/2442536533?lang=&edition=fundamental","pubTime":"2024-06-14 15:00","market":"us","language":"en","title":"AAPL, MSFT, NVDA: Which Stock Is Most Likely to Hit $4 Trillion First?","url":"https://stock-news.laohu8.com/highlight/detail?id=2442536533","media":"InvestorPlace","summary":"It may not take very long at all for the first company to reach the $4 trillion milestone mark as we approach the second half.","content":"<html><head></head><body><ul style=\"\"><li><p>The first $3 trillion market cap may have been hit recently. But soon, one of tech’s high flyers may hit $4 trillion.</p></li><li><p><strong>Apple</strong>: Deepwater’s Gene Munster said Apple had its biggest day since 2007. </p></li><li><p><strong>Microsoft</strong>: It’s my top pick to hit the $4 trillion valuation first. </p></li><li><p><strong>Nvidia</strong>: The announcement of Rubin may be fuel for the euphoric rally.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f96458ff306a272fb875824cac37f7d3\" alt=\"Source: Serhii Milekhin / Shutterstock.com\" title=\"Source: Serhii Milekhin / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Serhii Milekhin / Shutterstock.com</span></p><p>The race to $4 trillion is on. <strong>Microsoft</strong>, and <strong>Nvidia</strong> are members of the $3 trillion club, while <strong>Apple</strong> has just returned to the club.</p><p>So, which technology behemoth can adapt to keep growth rates elevated enough to keep the good times going? Undoubtedly, Nvidia’s blistering triple-digit sales growth puts the GPU kingpin on another planet.</p><p>This initial artificial intelligence (<strong>AI</strong>) accelerator gold rush will cool down. And when it does, questions linger about the kind of sustained growth rate that Nvidia will settle into. If there is a downturn in the future, it will be almost impossible to time.</p><p>While triple-digit growth is simply unsustainable, perhaps Nvidia has a few more upside surprises in store for those holding on at today’s meteoric highs.</p><p>After all, many analysts have been guilty of underestimating the company in the past three years. Whether they’re continuing to underestimate the magnitude of the boom remains the $4 trillion question.</p><h2 id=\"id_2949059515\">Apple (AAPL)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63ea4fc6bf14cf37582ddf7c9dce7a1d\" alt=\"Source: Moab Republic / Shutterstock\" title=\"Source: Moab Republic / Shutterstock\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Moab Republic / Shutterstock</span></p><p>How could Apple be the first to hit a $4 trillion valuation after it reigned again as most valuable U.S. company for first time since January?</p><p>Though many consider Apple to be an underdog in the race to $4 trillion, the worst of the company’s iPhone sales hiccups may have already passed. As interest rates begin to fall, perhaps more discretionary income in consumers’ pockets will give way to a splurge on new devices.</p><p>If anything, the latest iPhones, iPads and Macs are not discretionary goods anymore, not when they can run Apple Intelligence using Apple’s hybrid approach to AI computing.</p><p>Additionally, some notable bulls are out following Apple’s big WWDC day, including Deepwater Asset Management’s Gene Munster. Recently, the latter sat down with CNBC to share his thoughts. He thought the first day of WWDC 2024 (June 10) was the biggest day for Apple since 2007, the day Apple unveiled the first iPhone.</p><p>If Munster is right, Apple could find itself at a $4 trillion market cap. That’s just a 22% rally for AAPL stock from here, which is totally attainable given the soft year-to-date (<strong>YTD</strong>) rally of just 11%.</p><h2 id=\"id_2717200425\">Microsoft (MSFT)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f64dad680a056b85fc9e191261845073\" alt=\"Source: Ascannio / Shutterstock.com\" title=\"Source: Ascannio / Shutterstock.com\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Ascannio / Shutterstock.com</span></p><p>Microsoft is one of technically the closest to hitting that $4 trillion market cap mark. Now, the stock is sitting at just south of $3.3 trillion. The road to $4 trillion may be less traveled for Microsoft at current levels. Yet, it would be a mistake to discount the potential for Nvidia or Apple to make a second-half sprint to such a finish line.</p><p>In any case, some smart analysts see Microsoft rising to a valuation of $4 trillion, thanks in part to its drivers that span well beyond generative AI.</p><p>Most notably, the Azure cloud business, which stands to benefit from greater AI usage as a whole, could be next in line to excite. Pierre Ferragu of NewStreet Research thinks a $4 trillion valuation makes sense as Microsoft seeks “achieving the Nirvana of execution.” That entails “higher profitability” and “rapid and steady market share gains.”</p><p>Truly, fast and steady may ultimately win the market cap race. And MSFT stock has the best shot at rallying enough to mint Microsoft as the first to break a $4 trillion valuation. A gain of around 22% from Thursday’s close will do it.</p><h2 id=\"id_706417736\">Nvidia (NVDA)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ed51b8b8d703070a9e2ed290dd230b31\" alt=\"Source: Michael Vi / Shutterstock.com\" title=\"Source: Michael Vi / Shutterstock.com\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Michael Vi / Shutterstock.com</span></p><p>Nvidia is probably the favorite pick for many to hit the $4 trillion valuation level first. At around $3.2 trillion, it will take a surge of just over 25% to hit the level.</p><p>NVDA stock has rallied more than 35% in just the past month. If AI enthusiasm continues, Nvidia could be flirting with $4 trillion in a matter of weeks. Of course, just how much exciting news can flow in for the summer when we’ve already had so much to admire in the first half?</p><p>Already, Nvidia is thinking years ahead with its Rubin platform for 2026. It’s not just the GPU that has investors’ attention. It’s the next-generation Vera chip built on the Rubin platform that could capture the world by storm.</p><p>There’s only one problem with the Rubin news. It’s likely already (mostly) baked in, and we’re going to have to wait more than a year and a half before the chip launches. That’s a long wait. And NVDA stock could certainly consolidate until Rubin launches.</p><p>Finally, Rubin’s hype may bring forward a bit of excitement and upside this year, perhaps taking away from NVDA stock’s future performance. Whether it’s enough to sustain a 2024 push to a $4 trillion market cap remains to be seen.</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>AAPL, MSFT, NVDA: Which Stock Is Most Likely to Hit $4 Trillion First?</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\">\nAAPL, MSFT, NVDA: Which Stock Is Most Likely to Hit $4 Trillion First?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-14 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/06/aapl-msft-nvda-which-stock-is-most-likely-to-hit-4-trillion-first/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first $3 trillion market cap may have been hit recently. But soon, one of tech’s high flyers may hit $4 trillion.Apple: Deepwater’s Gene Munster said Apple had its biggest day since 2007. ...</p>\n\n<a href=\"https://investorplace.com/2024/06/aapl-msft-nvda-which-stock-is-most-likely-to-hit-4-trillion-first/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4535":"淡马锡持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","NVDA":"英伟达","BK4538":"云计算","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","MSFT":"微软","AAPL":"苹果","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4559":"巴菲特持仓","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4550":"红杉资本持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0079474960.USD":"联博美国增长基金A","LU0082616367.USD":"摩根大通美国科技A（dist）","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","BK4097":"系统软件","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0171293334.USD":"贝莱德英国基金A2","BK4512":"苹果概念","BK4549":"软银资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4553":"喜马拉雅资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4567":"ESG概念","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","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC"},"source_url":"https://investorplace.com/2024/06/aapl-msft-nvda-which-stock-is-most-likely-to-hit-4-trillion-first/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2442536533","content_text":"The first $3 trillion market cap may have been hit recently. But soon, one of tech’s high flyers may hit $4 trillion.Apple: Deepwater’s Gene Munster said Apple had its biggest day since 2007. Microsoft: It’s my top pick to hit the $4 trillion valuation first. Nvidia: The announcement of Rubin may be fuel for the euphoric rally.Source: Serhii Milekhin / Shutterstock.comThe race to $4 trillion is on. Microsoft, and Nvidia are members of the $3 trillion club, while Apple has just returned to the club.So, which technology behemoth can adapt to keep growth rates elevated enough to keep the good times going? Undoubtedly, Nvidia’s blistering triple-digit sales growth puts the GPU kingpin on another planet.This initial artificial intelligence (AI) accelerator gold rush will cool down. And when it does, questions linger about the kind of sustained growth rate that Nvidia will settle into. If there is a downturn in the future, it will be almost impossible to time.While triple-digit growth is simply unsustainable, perhaps Nvidia has a few more upside surprises in store for those holding on at today’s meteoric highs.After all, many analysts have been guilty of underestimating the company in the past three years. Whether they’re continuing to underestimate the magnitude of the boom remains the $4 trillion question.Apple (AAPL)Source: Moab Republic / ShutterstockHow could Apple be the first to hit a $4 trillion valuation after it reigned again as most valuable U.S. company for first time since January?Though many consider Apple to be an underdog in the race to $4 trillion, the worst of the company’s iPhone sales hiccups may have already passed. As interest rates begin to fall, perhaps more discretionary income in consumers’ pockets will give way to a splurge on new devices.If anything, the latest iPhones, iPads and Macs are not discretionary goods anymore, not when they can run Apple Intelligence using Apple’s hybrid approach to AI computing.Additionally, some notable bulls are out following Apple’s big WWDC day, including Deepwater Asset Management’s Gene Munster. Recently, the latter sat down with CNBC to share his thoughts. He thought the first day of WWDC 2024 (June 10) was the biggest day for Apple since 2007, the day Apple unveiled the first iPhone.If Munster is right, Apple could find itself at a $4 trillion market cap. That’s just a 22% rally for AAPL stock from here, which is totally attainable given the soft year-to-date (YTD) rally of just 11%.Microsoft (MSFT)Source: Ascannio / Shutterstock.comMicrosoft is one of technically the closest to hitting that $4 trillion market cap mark. Now, the stock is sitting at just south of $3.3 trillion. The road to $4 trillion may be less traveled for Microsoft at current levels. Yet, it would be a mistake to discount the potential for Nvidia or Apple to make a second-half sprint to such a finish line.In any case, some smart analysts see Microsoft rising to a valuation of $4 trillion, thanks in part to its drivers that span well beyond generative AI.Most notably, the Azure cloud business, which stands to benefit from greater AI usage as a whole, could be next in line to excite. Pierre Ferragu of NewStreet Research thinks a $4 trillion valuation makes sense as Microsoft seeks “achieving the Nirvana of execution.” That entails “higher profitability” and “rapid and steady market share gains.”Truly, fast and steady may ultimately win the market cap race. And MSFT stock has the best shot at rallying enough to mint Microsoft as the first to break a $4 trillion valuation. A gain of around 22% from Thursday’s close will do it.Nvidia (NVDA)Source: Michael Vi / Shutterstock.comNvidia is probably the favorite pick for many to hit the $4 trillion valuation level first. At around $3.2 trillion, it will take a surge of just over 25% to hit the level.NVDA stock has rallied more than 35% in just the past month. If AI enthusiasm continues, Nvidia could be flirting with $4 trillion in a matter of weeks. Of course, just how much exciting news can flow in for the summer when we’ve already had so much to admire in the first half?Already, Nvidia is thinking years ahead with its Rubin platform for 2026. It’s not just the GPU that has investors’ attention. It’s the next-generation Vera chip built on the Rubin platform that could capture the world by storm.There’s only one problem with the Rubin news. It’s likely already (mostly) baked in, and we’re going to have to wait more than a year and a half before the chip launches. That’s a long wait. And NVDA stock could certainly consolidate until Rubin launches.Finally, Rubin’s hype may bring forward a bit of excitement and upside this year, perhaps taking away from NVDA stock’s future performance. Whether it’s enough to sustain a 2024 push to a $4 trillion market cap remains to be seen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}