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2022-02-26
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2021-08-22
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Buy the pullback in chip stocks — and focus on these 6 companies for the long haul
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2021-07-02
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S&P 500 winning streak extends to sixth straight record close
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2022-05-30
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2022-02-21
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PCE Inflation, Consumer Confidence: What to Know This Week
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S&P 500 ends down, Big Tech lifts Nasdaq to record
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2021-07-17
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2021-05-27
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2022-04-21
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3 Growth Stocks That Could 3x or More in 2022
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2022-02-20
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3 Stocks That Could Be Worth More Than Apple by 2035
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2022-02-14
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2021-09-21
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2021-08-21
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Buy the pullback in chip stocks — and focus on these 6 companies for the long haul
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2021-08-20
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S&P 500 ends with slim gain as tech strength offsets cyclical woes
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2021-08-03
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2021-07-08
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10:50","market":"other","language":"en","title":"QQQ: The Stock Market Rally Is Not The Start Of A New Bull Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1144854810","media":"Seeking Alpha","summary":"SummaryThe NASDAQ 100 and QQQ have rallied by more than 20%.The rally has sent the ETF into overvalu","content":"<html><head></head><body><p>Summary</p><ul><li>The NASDAQ 100 and QQQ have rallied by more than 20%.</li><li>The rally has sent the ETF into overvalued territory.</li><li>These types of rallies are not unusual in bear markets.</li></ul><p>The <a href=\"https://laohu8.com/S/QQQ\">NASDAQ 100 ETF </a> has seen an explosive short-covering rally over the past several weeks as funds de-risk their portfolios. It has pushed the QQQ ETF up nearly 23% since the June 16 lows. These types of rallies within secularbear markets are not all that uncommon; rallies of similar size or more significance have occurred during the 2000 and 2008 cycles.</p><p>To make matters worse, the PE ratio of the NASDAQ 100 has soared back to levels that put this index back into expensive territory on a historical basis. That ratio is back to 24.9 times 2022 earnings estimates, pushing the ratio back to one standard deviation above its historical average since the middle of 2009 and the average of 20.2.</p><p><img src=\"https://static.tigerbbs.com/7ee829b252d213c4e2c7c6d7c899c5e4\" tg-width=\"640\" tg-height=\"337\" width=\"100%\" height=\"auto\"/></p><p>On top of that, earnings estimates for the NASDAQ 100 are on the decline, falling roughly 4.5% from their peak of $570.70 to around $545.08 per share. Meanwhile, the same estimates have risen just 3.8% from this point in time a year ago. It means that paying almost 25 times earnings estimates is no bargain.</p><p><img src=\"https://static.tigerbbs.com/db8563429b858ca869af5a886e29246c\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Real yields have soared, making the NASDAQ 100 even more expensive compared to bonds. The 10-Yr TIP now trades around 35 bps, up from a -1.1% in August 2021. Meanwhile, the earnings yield for the NASDAQ has risen to around 4%, which means that the spread between real yields and the NASDAQ 100 earnings yield has narrowed to just 3.65%. That spread between the NASDAQ 100 and the real yield has narrowed to its lowest point since the fall of 2018.</p><p><img src=\"https://static.tigerbbs.com/264661dda3e45345c5625686c8846c05\" tg-width=\"640\" tg-height=\"242\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h3>Financial Conditions Have Eased</h3><p>The reason the spread is contracting is that financial conditions are easing. As financial conditions ease, it appears to cause the spread between equities and real yields to narrow; when financial conditions tighten, it causes the spread to widen.</p><p><img src=\"https://static.tigerbbs.com/c50bda76b467b292dd43b745f4915dcc\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>If financial conditions ease further, there can be further multiple expansion. However, the Fed wants inflation rates to come down and is working hard to reshape the yield curve, and that work has started to show in the Fed Fund futures, which are removing the dovish pivot. Rates have risen dramatically, especially in months and years beyond 2022.</p><p><img src=\"https://static.tigerbbs.com/fc6e09dd2a5961be2a269fb295da0c02\" tg-width=\"640\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>But more importantly, for this monetary policy to effectively ripple through the economy, the Fed needs financial conditions to tighten and be a restrictive force, which means the Chicago Fed national financial conditions index needs to move above zero. As financial conditions begin to tighten, it should result in the spread widening again, leading to further multiple compression for the value of the NASDAQ 100 and causing the QQQ to decline. This could result in the PE ratio of the NASDAQ 100 falling back to around 20. With earnings this year estimated at $570.70, the value of the NASDAQ 100 would be 11,414, a nearly 16% decline, sending the QQQ back to a range of $275 to $280.</p><h3>Not Unusual Activity</h3><p>Additionally, what we see in the market is nothing new or unusual. It occurred during the two most recent bear markets. The QQQ rose by 41% from its intraday lows on May 24, 2000, until July 17, 2000. Then just a couple of weeks later, it did it again, rising by 24.25% from its intraday lows on August 3, 2000, until September 1, 2000. What followed was a very steep selloff.</p><p><img src=\"https://static.tigerbbs.com/7c7b523deafd04d85a2dc6a63b7315f7\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The same thing happened from March 17, 2008, until June 5, 2008, with the index rising by 23.3%. The point is that these sudden and sharp rallies are not unusual.</p><p><img src=\"https://static.tigerbbs.com/113be0acec98248b02c17f46b3ddbd53\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This rally has taken the index and the ETF back into an overvalued stance and retraced some of the more recent declines. It also put the focus back on financial conditions, which will need to tighten further to begin to have the desired effect of slowing the economy and reducing the inflation rate.</p><p>The rally, although nice, isn't likely to last as Fed monetary policy will need to be more restrictive to effectively bring the inflation rate back to the Fed's 2% target, and that will mean wide spreads, lower multiples, and slower growth. All bad news for stocks.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>QQQ: The Stock Market Rally Is Not The Start Of A New Bull Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQQQ: The Stock Market Rally Is Not The Start Of A New Bull Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 10:50 GMT+8 <a href=https://seekingalpha.com/article/4534159-qqq-stock-market-rally-not-start-new-bull-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe NASDAQ 100 and QQQ have rallied by more than 20%.The rally has sent the ETF into overvalued territory.These types of rallies are not unusual in bear markets.The NASDAQ 100 ETF has seen an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4534159-qqq-stock-market-rally-not-start-new-bull-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF"},"source_url":"https://seekingalpha.com/article/4534159-qqq-stock-market-rally-not-start-new-bull-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144854810","content_text":"SummaryThe NASDAQ 100 and QQQ have rallied by more than 20%.The rally has sent the ETF into overvalued territory.These types of rallies are not unusual in bear markets.The NASDAQ 100 ETF has seen an explosive short-covering rally over the past several weeks as funds de-risk their portfolios. It has pushed the QQQ ETF up nearly 23% since the June 16 lows. These types of rallies within secularbear markets are not all that uncommon; rallies of similar size or more significance have occurred during the 2000 and 2008 cycles.To make matters worse, the PE ratio of the NASDAQ 100 has soared back to levels that put this index back into expensive territory on a historical basis. That ratio is back to 24.9 times 2022 earnings estimates, pushing the ratio back to one standard deviation above its historical average since the middle of 2009 and the average of 20.2.On top of that, earnings estimates for the NASDAQ 100 are on the decline, falling roughly 4.5% from their peak of $570.70 to around $545.08 per share. Meanwhile, the same estimates have risen just 3.8% from this point in time a year ago. It means that paying almost 25 times earnings estimates is no bargain.Real yields have soared, making the NASDAQ 100 even more expensive compared to bonds. The 10-Yr TIP now trades around 35 bps, up from a -1.1% in August 2021. Meanwhile, the earnings yield for the NASDAQ has risen to around 4%, which means that the spread between real yields and the NASDAQ 100 earnings yield has narrowed to just 3.65%. That spread between the NASDAQ 100 and the real yield has narrowed to its lowest point since the fall of 2018.Financial Conditions Have EasedThe reason the spread is contracting is that financial conditions are easing. As financial conditions ease, it appears to cause the spread between equities and real yields to narrow; when financial conditions tighten, it causes the spread to widen.If financial conditions ease further, there can be further multiple expansion. However, the Fed wants inflation rates to come down and is working hard to reshape the yield curve, and that work has started to show in the Fed Fund futures, which are removing the dovish pivot. Rates have risen dramatically, especially in months and years beyond 2022.But more importantly, for this monetary policy to effectively ripple through the economy, the Fed needs financial conditions to tighten and be a restrictive force, which means the Chicago Fed national financial conditions index needs to move above zero. As financial conditions begin to tighten, it should result in the spread widening again, leading to further multiple compression for the value of the NASDAQ 100 and causing the QQQ to decline. This could result in the PE ratio of the NASDAQ 100 falling back to around 20. With earnings this year estimated at $570.70, the value of the NASDAQ 100 would be 11,414, a nearly 16% decline, sending the QQQ back to a range of $275 to $280.Not Unusual ActivityAdditionally, what we see in the market is nothing new or unusual. It occurred during the two most recent bear markets. The QQQ rose by 41% from its intraday lows on May 24, 2000, until July 17, 2000. Then just a couple of weeks later, it did it again, rising by 24.25% from its intraday lows on August 3, 2000, until September 1, 2000. What followed was a very steep selloff.The same thing happened from March 17, 2008, until June 5, 2008, with the index rising by 23.3%. The point is that these sudden and sharp rallies are not unusual.This rally has taken the index and the ETF back into an overvalued stance and retraced some of the more recent declines. It also put the focus back on financial conditions, which will need to tighten further to begin to have the desired effect of slowing the economy and reducing the inflation rate.The rally, although nice, isn't likely to last as Fed monetary policy will need to be more restrictive to effectively bring the inflation rate back to the Fed's 2% target, and that will mean wide spreads, lower multiples, and slower growth. All bad news for stocks.","news_type":1,"symbols_score_info":{"QQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":2029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904682926,"gmtCreate":1660034950369,"gmtModify":1703477208557,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"gg","listText":"gg","text":"gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904682926","repostId":"1187441737","repostType":4,"repost":{"id":"1187441737","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1660034544,"share":"https://ttm.financial/m/news/1187441737?lang=&edition=fundamental","pubTime":"2022-08-09 16:42","market":"us","language":"en","title":"AMC Entertainment, BBBY, Coinbase, Novavax And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1187441737","media":"Benzinga","summary":"With US stock futures trading slightly higher this morning on Tuesday, some of the stocks that may g","content":"<html><head></head><body><p>With US stock futures trading slightly higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <a href=\"https://laohu8.com/S/EMR\">Emerson Electric Co.</a> to report quarterly earnings at $1.30 per share on revenue of $5.12 billion before the opening bell. Emerson Electric shares gained 1.1% to $91.00 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/DDD\">3D Systems Corporation</a> reported a loss for its second quarter and lowered its FY22 sales guidance. 3D Systems shares tumbled 11.9% to $11.66 in the after-hours trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/SYY\">Sysco Corporation</a> to have earned $1.11 per share on revenue of $18.21 billion for the latest quarter. The company will release earnings before the markets open. Sysco shares gained 1.5% to $88.00 in after-hours trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/NVAX\">Novavax, Inc.</a> reported second-quarter revenue decline of 37.6% year-over-year to $185.9 million. The company also lowered its sales forecast for the year. Novavax shares dipped 33.6% to $37.99 in the after-hours trading session.</li><li>Analysts expect <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a> to report a quarterly loss at $2.68 per share on revenue of $830.52 million after the closing bell. Coinbase shares gained 0.1% to $98.10 in after-hours trading.</li><li>Retail traders who lurk in forums are back to betting against Wall Street pros and the Federal Reserve as rallies for meme stocks like <a href=\"https://laohu8.com/S/BBBY\">Bed Bath & Beyond Inc.</a> and <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment Holdings Inc.</a> show shades of last year’s mania. The home-good retailer nearly tripled at one point during its nine-day winning streak while the movie-theater firm capped a 65% rally of its own as speculative pockets of the stock market surge.</li></ul></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>AMC Entertainment, BBBY, Coinbase, Novavax And More: U.S. Stocks To Watch</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\">\nAMC Entertainment, BBBY, Coinbase, Novavax And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-08-09 16:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With US stock futures trading slightly higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <a href=\"https://laohu8.com/S/EMR\">Emerson Electric Co.</a> to report quarterly earnings at $1.30 per share on revenue of $5.12 billion before the opening bell. Emerson Electric shares gained 1.1% to $91.00 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/DDD\">3D Systems Corporation</a> reported a loss for its second quarter and lowered its FY22 sales guidance. 3D Systems shares tumbled 11.9% to $11.66 in the after-hours trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/SYY\">Sysco Corporation</a> to have earned $1.11 per share on revenue of $18.21 billion for the latest quarter. The company will release earnings before the markets open. Sysco shares gained 1.5% to $88.00 in after-hours trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/NVAX\">Novavax, Inc.</a> reported second-quarter revenue decline of 37.6% year-over-year to $185.9 million. The company also lowered its sales forecast for the year. Novavax shares dipped 33.6% to $37.99 in the after-hours trading session.</li><li>Analysts expect <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a> to report a quarterly loss at $2.68 per share on revenue of $830.52 million after the closing bell. Coinbase shares gained 0.1% to $98.10 in after-hours trading.</li><li>Retail traders who lurk in forums are back to betting against Wall Street pros and the Federal Reserve as rallies for meme stocks like <a href=\"https://laohu8.com/S/BBBY\">Bed Bath & Beyond Inc.</a> and <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment Holdings Inc.</a> show shades of last year’s mania. The home-good retailer nearly tripled at one point during its nine-day winning streak while the movie-theater firm capped a 65% rally of its own as speculative pockets of the stock market surge.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","NVAX":"诺瓦瓦克斯医药","COIN":"Coinbase Global, Inc.","BBBY":"Bed Bath & Beyond, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187441737","content_text":"With US stock futures trading slightly higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Emerson Electric Co. to report quarterly earnings at $1.30 per share on revenue of $5.12 billion before the opening bell. Emerson Electric shares gained 1.1% to $91.00 in after-hours trading.3D Systems Corporation reported a loss for its second quarter and lowered its FY22 sales guidance. 3D Systems shares tumbled 11.9% to $11.66 in the after-hours trading session.Analysts are expecting Sysco Corporation to have earned $1.11 per share on revenue of $18.21 billion for the latest quarter. The company will release earnings before the markets open. Sysco shares gained 1.5% to $88.00 in after-hours trading.Novavax, Inc. reported second-quarter revenue decline of 37.6% year-over-year to $185.9 million. The company also lowered its sales forecast for the year. Novavax shares dipped 33.6% to $37.99 in the after-hours trading session.Analysts expect Coinbase Global, Inc. to report a quarterly loss at $2.68 per share on revenue of $830.52 million after the closing bell. Coinbase shares gained 0.1% to $98.10 in after-hours trading.Retail traders who lurk in forums are back to betting against Wall Street pros and the Federal Reserve as rallies for meme stocks like Bed Bath & Beyond Inc. and AMC Entertainment Holdings Inc. show shades of last year’s mania. The home-good retailer nearly tripled at one point during its nine-day winning streak while the movie-theater firm capped a 65% rally of its own as speculative pockets of the stock market surge.","news_type":1,"symbols_score_info":{"AMC":0.9,"COIN":0.9,"BBBY":0.9,"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":2838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905607201,"gmtCreate":1659863010506,"gmtModify":1703767204627,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"gg","listText":"gg","text":"gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905607201","repostId":"1193631683","repostType":4,"repost":{"id":"1193631683","kind":"news","pubTimestamp":1659844890,"share":"https://ttm.financial/m/news/1193631683?lang=&edition=fundamental","pubTime":"2022-08-07 12:01","market":"us","language":"en","title":"SOXX Vs. QQQ: Time To Consider Heavier Bets On Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=1193631683","media":"Seeking Alpha","summary":"SummaryMany investors are familiar with the Invesco QQQ ETF and use it as a convenient vehicle to ga","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Many investors are familiar with the Invesco QQQ ETF and use it as a convenient vehicle to gain exposure to the tech sector.</li><li>However, many investors are unaware that QQQ is not a pure-tech play, probably not even a primary tech play.</li><li>Stocks in information tech represents less than 50% of its asset, a minor majority.</li><li>This article, therefore, compares QQQ to other pure-tech ETFs such as the iShares Semiconductor ETF so investors have a broader range of options.</li><li>There are good reasons to consider betting heavier on tech now, given their valuation correction and quieter volatility.</li></ul><p><b>Thesis</b></p><p>Recent price corrections have brought tech valuations to a more reasonable range. The iShares Semiconductor ETF (NASDAQ:SOXX) has historically been traded at a premium relative to the overall market. For example, back in March 2022, SOXX was trading at a P/E of about 31.5x and SPDR S&P 500 Trust ETF (SPY) at about 26.5x according to Yahoo Finance data. However, recent corrections have brought SOXX P/E to the current level of 15.45x, about a 17% discount from the S&P 500’s 18.4x.</p><p>And you will see next that the discount from the NASDAQ 100 index, represented by the Invesco QQQ ETF (NASDAQ:QQQ), is even larger. To wit, SOXX suffered a total loss of 18.6% YTD and QQQ about 22% as you can see from the following chart. Combined with earnings changes, the valuation of SOXX now stands at 15.45x and QQQ at 22.01x, a discount of almost 30%.</p><p>Besides the valuation compression, the volatility has also become much quieter recently, adding another reason for considering a heavier bet on the tech sector. As you can see from the second chart below, the volatility index has subdued substantially YTD, decreasing from the 30+ level routinely seen at the earlier part of the year to the current level of 22.4x. To provide broader context, a volatility of 30 is at the top 93% percentile of historical volatility. While 22 is at about 71% percentile. The major reason for the quieter volatility is Fed’s recent rate movements and comments, which are consistent with market expectations and also provide clarity for the near term. And as detailed in our earlier article, when volatility is high, it’s a good idea to hunker down and vice versa.</p><p>Against this backdrop, we will look at the pros and cons of SOXX and QQQ more closely next.</p><p><img src=\"https://static.tigerbbs.com/3f72c63da0a7d8eedbc184b0660f4407\" tg-width=\"640\" tg-height=\"403\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><img src=\"https://static.tigerbbs.com/4b248f56895c6032b2da0df332ea2136\" tg-width=\"640\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p><b>SOXX vs QQQ: basic information</b></p><p>QQQ needs little introduction. It is one of the most popular funds tracking the Nasdaq-100 Index. However, as aforementioned, many investors are unaware that QQQ is not a pure-tech play because the NASDAQ 100 index tracks the largest NON-FINANCIAL companies listed on the Nasdaq and many of these companies are not tech companies. I will table this for now and come back to this point later.</p><p>SOXX, in contrast, is a pure tech play completely concentrated in the semiconductor sector. As detailed in the fund description:</p><blockquote>The iShares Semiconductor ETF seeks to track the investment results of an index composed of U.S.-listed equities in the semiconductor sector. It provides exposure to U.S. companies that design, manufacture, and distribute semiconductors and targeted access to domestic semiconductor stocks. It is used to express a sector view.</blockquote><p><img src=\"https://static.tigerbbs.com/e966fca4e88cd458f9c755dfd52b8913\" tg-width=\"640\" tg-height=\"408\" referrerpolicy=\"no-referrer\"/></p><p>Source: ETF.com</p><p><b>SOXX vs QQQ: Past performance and risks</b></p><p>Both the SOXX and QQQ funds have delivered handsome returns in the past as you can see from the chart below. SOXX has delivered an annual return of 10.12% since its inception in 2022, and QQQ has delivered a slightly higher CAGR of 11.5%. Both outperformed the S&P 500 by a good margin of about 2% to 3%.</p><p>When compounded over the past decade, such an alpha has accumulated into a sizable difference in total return. With dividends reinvested, SOXX has delivered a total return of 720% and QQQ more than 930%, far higher than the S&P 500’s 525%.</p><p>Although the downside is their price volatilities. We’ve already seen a glimpse of their price volatility in the short term in the previous section already in the past year. As you can see in the long term, both SOXX and QQQ have suffered much larger volatility than the S&P 500 too. And SOXX in particular has suffered by far the largest volatility. In terms of standard deviation, it's 27% is almost double that of the SP 500 (14%) and has also been higher than QQQ by about a whole 8%. In terms of worst-year performance, SOXX suffered a 51% loss (which will take more than a 100% rally to breakeven), which was 10% more than QQQ and 14% more than SP 500. And finally, in terms of maximum drawdown, SOXX’s 62% maximum drawdown (which takes a 163% rally to break even) is truly nerve-wracking. In contrast, both QQQ and SP 500 were in the 50% range.</p><p>And next, we will see that the root cause of the volatilities is in their fundamental indexing methods.</p><p><img src=\"https://static.tigerbbs.com/e3142137b9f8dc11b7c904ca806134bb\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer</p><p><b>SOXX vs QQQ: More concentrated bet on Tech</b></p><p>As aforementioned, QQQ tracks the largest NON-FINANCIAL companies listed on the Nasdaq and many of these companies are not tech companies. As you can see from the chart below, information technology represents 49.8% of QQQ’s total assets, followed by communication services at 17.7%, and consumer discretionary at 14.9%. Admittedly, some of the companies in communication services and consumer discretionary are also tech companies. Nonetheless, information technology only represents a minor majority of the farm. Note that QQQ also holds a good portion of consumer staples, healthcare, industrials, and utilities.</p><p><img src=\"https://static.tigerbbs.com/3925a655d51f43f4e802067912a50996\" tg-width=\"640\" tg-height=\"409\" referrerpolicy=\"no-referrer\"/></p><p>SOXX and QQ fund fact sheets</p><p>SOXX, in contrast, is a pure tech play. The fund is completely invested in the tech sector, especially the semiconductor sector. As you can see, it invests more than 79.1% of its total assets in semiconductor stocks and more than 20.6% in semiconductor equipment. Furthermore, its holdings are also more concentrated. SOXX holds a total of 32 stocks and QQQ about 100.</p><p>You can also see the concentration and composition more vividly by looking at their top ten holdings. One of their top 10 holdings overlaps: Nvidia (NVDA). But NVDA represents an 8.3% allocation in SOXX, in contrast to only 3.28% in QQQ. Also note that QQQ’s top holdings include stables like Costco (COST) and PepsiCo (PEP), while all SOXX holdings are semiconductor stocks.</p><p>To me, this is key for SOXX’s long-term performance. It places concentrated bet one of the most innovative sectors: information technologies. For this reason and the current valuation, I see favorable odds for SOXX to keep outperforming S&P 500 in the long term. I also see good odds for it to outperform QQQ too, as to be detailed next.</p><p>But again, before we turn the page, investors need to be aware of the volatility risks and to pick the right fund for their timeframe and risk tolerance.</p><p><img src=\"https://static.tigerbbs.com/3996f0a253361b226144eebb3f7ed5d8\" tg-width=\"640\" tg-height=\"503\" referrerpolicy=\"no-referrer\"/></p><p>Source: ETF.com</p><p><b>SOXX vs QQQ: valuation comparison</b></p><p>As aforementioned, SOXX has historically been traded at a premium relative to both S&P 500 and QQQ because of its growth potential. However, recent price corrections have brought its valuation to a discount. SOXX’s current P/E of 15.45x is ~17% discounted from the S&P 500. And as the next table shows, the discount from QQQ is even larger.</p><p>The price-to-earnings ratio of SOXX is 15.4x only, below QQQ’s 22.0x by about a whopping 30%. Other metrics paint the same picture. The price-to-cash flow ratio of SOXX is 19.5x, below QQQ’s 22.8x by about 15%. And price-to-book value ratio of SOXX is 7.13x, below QQQ’s 8.93x by about 20%, despite SOXX’s higher ROE of 46% vs 40% of QQQ. Finally, do not be alarmed by SOXX’s higher price-to-sales ratio. Its price-to-sales ratio of 6.23x is higher than QQQ by about 35%, but its net margin is higher by 90%.</p><p><img src=\"https://static.tigerbbs.com/5b2dc581df59faffb1ea586d8ea07356\" tg-width=\"640\" tg-height=\"157\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p><b>Final thoughts and risks</b></p><p>There are good reasons to start considering the tech sector now. QQQ has never been a bad choice with its low fee, broad market representation, and excellent liquidity. However, more aggressive investors with a long timeframe might want to consider SOXX also given the valuation correction and the quieter volatility ahead. SOXX has historically enjoyed a valuation premium over the overall market. But its current is ~17% discounted from the S&P 500 and about 30% from the QQQ.</p><p>Finally, risks. If you recall from an earlier chart, SOXX charges an expense ratio of 0.4%, and QQQ charges a lower expense ratio of 0.2% only. The extra fee will always create a drag on SOXX (0.2% per year). Also note that SOXX also has a much higher turnover ratio than QQQ (32% vs 8.9%), which might have tax implications for some accounts.</p><p><img src=\"https://static.tigerbbs.com/e1e89f6bda5e5bfc9689db56ec0569a2\" tg-width=\"640\" tg-height=\"194\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</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>SOXX Vs. QQQ: Time To Consider Heavier Bets On Tech</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\">\nSOXX Vs. QQQ: Time To Consider Heavier Bets On Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 12:01 GMT+8 <a href=https://seekingalpha.com/article/4530498-soxx-vs-qqq-time-to-consider-heavier-bets-on-tech?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMany investors are familiar with the Invesco QQQ ETF and use it as a convenient vehicle to gain exposure to the tech sector.However, many investors are unaware that QQQ is not a pure-tech play,...</p>\n\n<a href=\"https://seekingalpha.com/article/4530498-soxx-vs-qqq-time-to-consider-heavier-bets-on-tech?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF","SOXX":"iShares费城交易所半导体ETF"},"source_url":"https://seekingalpha.com/article/4530498-soxx-vs-qqq-time-to-consider-heavier-bets-on-tech?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193631683","content_text":"SummaryMany investors are familiar with the Invesco QQQ ETF and use it as a convenient vehicle to gain exposure to the tech sector.However, many investors are unaware that QQQ is not a pure-tech play, probably not even a primary tech play.Stocks in information tech represents less than 50% of its asset, a minor majority.This article, therefore, compares QQQ to other pure-tech ETFs such as the iShares Semiconductor ETF so investors have a broader range of options.There are good reasons to consider betting heavier on tech now, given their valuation correction and quieter volatility.ThesisRecent price corrections have brought tech valuations to a more reasonable range. The iShares Semiconductor ETF (NASDAQ:SOXX) has historically been traded at a premium relative to the overall market. For example, back in March 2022, SOXX was trading at a P/E of about 31.5x and SPDR S&P 500 Trust ETF (SPY) at about 26.5x according to Yahoo Finance data. However, recent corrections have brought SOXX P/E to the current level of 15.45x, about a 17% discount from the S&P 500’s 18.4x.And you will see next that the discount from the NASDAQ 100 index, represented by the Invesco QQQ ETF (NASDAQ:QQQ), is even larger. To wit, SOXX suffered a total loss of 18.6% YTD and QQQ about 22% as you can see from the following chart. Combined with earnings changes, the valuation of SOXX now stands at 15.45x and QQQ at 22.01x, a discount of almost 30%.Besides the valuation compression, the volatility has also become much quieter recently, adding another reason for considering a heavier bet on the tech sector. As you can see from the second chart below, the volatility index has subdued substantially YTD, decreasing from the 30+ level routinely seen at the earlier part of the year to the current level of 22.4x. To provide broader context, a volatility of 30 is at the top 93% percentile of historical volatility. While 22 is at about 71% percentile. The major reason for the quieter volatility is Fed’s recent rate movements and comments, which are consistent with market expectations and also provide clarity for the near term. And as detailed in our earlier article, when volatility is high, it’s a good idea to hunker down and vice versa.Against this backdrop, we will look at the pros and cons of SOXX and QQQ more closely next.Seeking AlphaYahoo FinanceSOXX vs QQQ: basic informationQQQ needs little introduction. It is one of the most popular funds tracking the Nasdaq-100 Index. However, as aforementioned, many investors are unaware that QQQ is not a pure-tech play because the NASDAQ 100 index tracks the largest NON-FINANCIAL companies listed on the Nasdaq and many of these companies are not tech companies. I will table this for now and come back to this point later.SOXX, in contrast, is a pure tech play completely concentrated in the semiconductor sector. As detailed in the fund description:The iShares Semiconductor ETF seeks to track the investment results of an index composed of U.S.-listed equities in the semiconductor sector. It provides exposure to U.S. companies that design, manufacture, and distribute semiconductors and targeted access to domestic semiconductor stocks. It is used to express a sector view.Source: ETF.comSOXX vs QQQ: Past performance and risksBoth the SOXX and QQQ funds have delivered handsome returns in the past as you can see from the chart below. SOXX has delivered an annual return of 10.12% since its inception in 2022, and QQQ has delivered a slightly higher CAGR of 11.5%. Both outperformed the S&P 500 by a good margin of about 2% to 3%.When compounded over the past decade, such an alpha has accumulated into a sizable difference in total return. With dividends reinvested, SOXX has delivered a total return of 720% and QQQ more than 930%, far higher than the S&P 500’s 525%.Although the downside is their price volatilities. We’ve already seen a glimpse of their price volatility in the short term in the previous section already in the past year. As you can see in the long term, both SOXX and QQQ have suffered much larger volatility than the S&P 500 too. And SOXX in particular has suffered by far the largest volatility. In terms of standard deviation, it's 27% is almost double that of the SP 500 (14%) and has also been higher than QQQ by about a whole 8%. In terms of worst-year performance, SOXX suffered a 51% loss (which will take more than a 100% rally to breakeven), which was 10% more than QQQ and 14% more than SP 500. And finally, in terms of maximum drawdown, SOXX’s 62% maximum drawdown (which takes a 163% rally to break even) is truly nerve-wracking. In contrast, both QQQ and SP 500 were in the 50% range.And next, we will see that the root cause of the volatilities is in their fundamental indexing methods.Portfolio VisualizerSOXX vs QQQ: More concentrated bet on TechAs aforementioned, QQQ tracks the largest NON-FINANCIAL companies listed on the Nasdaq and many of these companies are not tech companies. As you can see from the chart below, information technology represents 49.8% of QQQ’s total assets, followed by communication services at 17.7%, and consumer discretionary at 14.9%. Admittedly, some of the companies in communication services and consumer discretionary are also tech companies. Nonetheless, information technology only represents a minor majority of the farm. Note that QQQ also holds a good portion of consumer staples, healthcare, industrials, and utilities.SOXX and QQ fund fact sheetsSOXX, in contrast, is a pure tech play. The fund is completely invested in the tech sector, especially the semiconductor sector. As you can see, it invests more than 79.1% of its total assets in semiconductor stocks and more than 20.6% in semiconductor equipment. Furthermore, its holdings are also more concentrated. SOXX holds a total of 32 stocks and QQQ about 100.You can also see the concentration and composition more vividly by looking at their top ten holdings. One of their top 10 holdings overlaps: Nvidia (NVDA). But NVDA represents an 8.3% allocation in SOXX, in contrast to only 3.28% in QQQ. Also note that QQQ’s top holdings include stables like Costco (COST) and PepsiCo (PEP), while all SOXX holdings are semiconductor stocks.To me, this is key for SOXX’s long-term performance. It places concentrated bet one of the most innovative sectors: information technologies. For this reason and the current valuation, I see favorable odds for SOXX to keep outperforming S&P 500 in the long term. I also see good odds for it to outperform QQQ too, as to be detailed next.But again, before we turn the page, investors need to be aware of the volatility risks and to pick the right fund for their timeframe and risk tolerance.Source: ETF.comSOXX vs QQQ: valuation comparisonAs aforementioned, SOXX has historically been traded at a premium relative to both S&P 500 and QQQ because of its growth potential. However, recent price corrections have brought its valuation to a discount. SOXX’s current P/E of 15.45x is ~17% discounted from the S&P 500. And as the next table shows, the discount from QQQ is even larger.The price-to-earnings ratio of SOXX is 15.4x only, below QQQ’s 22.0x by about a whopping 30%. Other metrics paint the same picture. The price-to-cash flow ratio of SOXX is 19.5x, below QQQ’s 22.8x by about 15%. And price-to-book value ratio of SOXX is 7.13x, below QQQ’s 8.93x by about 20%, despite SOXX’s higher ROE of 46% vs 40% of QQQ. Finally, do not be alarmed by SOXX’s higher price-to-sales ratio. Its price-to-sales ratio of 6.23x is higher than QQQ by about 35%, but its net margin is higher by 90%.AuthorFinal thoughts and risksThere are good reasons to start considering the tech sector now. QQQ has never been a bad choice with its low fee, broad market representation, and excellent liquidity. However, more aggressive investors with a long timeframe might want to consider SOXX also given the valuation correction and the quieter volatility ahead. SOXX has historically enjoyed a valuation premium over the overall market. But its current is ~17% discounted from the S&P 500 and about 30% from the QQQ.Finally, risks. If you recall from an earlier chart, SOXX charges an expense ratio of 0.4%, and QQQ charges a lower expense ratio of 0.2% only. The extra fee will always create a drag on SOXX (0.2% per year). Also note that SOXX also has a much higher turnover ratio than QQQ (32% vs 8.9%), which might have tax implications for some accounts.Seeking Alpha","news_type":1,"symbols_score_info":{"QQQ":0.9,"SOXX":0.9}},"isVote":1,"tweetType":1,"viewCount":1992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902460377,"gmtCreate":1659747321801,"gmtModify":1703745076744,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"gg","listText":"gg","text":"gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902460377","repostId":"1153913928","repostType":4,"isVote":1,"tweetType":1,"viewCount":3020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902818461,"gmtCreate":1659667656355,"gmtModify":1705309983971,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"gg","listText":"gg","text":"gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902818461","repostId":"1139151693","repostType":4,"repost":{"id":"1139151693","kind":"news","pubTimestamp":1659664618,"share":"https://ttm.financial/m/news/1139151693?lang=&edition=fundamental","pubTime":"2022-08-05 09:56","market":"us","language":"en","title":"The SPY's Risk-Premium Spells Danger","url":"https://stock-news.laohu8.com/highlight/detail?id=1139151693","media":"Seeking Alpha","summary":"SummaryThe S&P 500's risk-premium spells danger.The market's enthusiasm about the receding yield cur","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The S&P 500's risk-premium spells danger.</li><li>The market's enthusiasm about the receding yield curve is dangerous.</li><li>Macroeconomic factors aren't conducive to another expansionary monetary policy cycle.</li><li>Don't confuse lagging economic indicators with future influencing factors.</li><li>Although valuations and technical levels are appealing, we think they form a trap.</li></ul><p>In our previous article, we formulated a bearish case on the SPDR S&P 500 Trust ETF (NYSEARCA:SPY) due to various valuation and macroeconomic concerns. After a sharp price increase during the recent month, we felt it necessary to review our stance. We remain bearish on the S&P 500 index and the SPY collectively as we believe the recent surge is overdone and somewhat premature.</p><p>For the purpose of this article, we'll once again assume the SPY and S&P 500 collectively due to the proximities we have outlined before, which is yet again conveyed by the chart below (via the tracking error).</p><p><img src=\"https://static.tigerbbs.com/0c02a2058184bddff18a8f86784b525a\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>SPY Risk Premium Analysis</b></p><p>The data I extracted for our quantitative analysis ranges from our previous article (previous yield curve), Gurufocus (current yield curve), YChart (dividend yield), and FactSet (expected earnings).</p><p>I combined the data to formulate a risk premium explaining the S&P 500's expected return. The whole 'recipe' can be found via this link if you're interested in dissecting the formula.</p><p>Remember that the risk premium is the return investors demand for the risk they're willing to take. Here's what I discovered by observing the latest quarterly shift in the S&P 500's risk-premium.</p><ol><li>Broad-based expected earnings have tapered down amid a consecutive quarterly economic contraction, which is by definition a recession.</li><li>Due to another price drawdown in the first quarter, dividend yields have risen. Dividends are mostly lagged indicators of company performance, which is something to keep in mind.</li><li>Amid the economy's contraction, investors anticipate interest rate hikes to settle lower than they did previously. As such, the market has priced a lower future interest rate environment.</li><li>Collectively, the forward-looking risk premium is lower, but equity investors seem to focus more on the interest rate effect and the bond market than anything else.</li></ol><p><img src=\"https://static.tigerbbs.com/043cebc8af2ab170153f6ff1180f5ae8\" tg-width=\"623\" tg-height=\"238\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha, FactSet, YCharts, Gurufocus</p><table><tbody><tr></tr></tbody></table><p>Before I delve into what the quantitative metrics tell us, I'd like to mention the outperformance of high-beta stocks during the past month, which tend to be more sensitive to monetary policy than lower-beta stocks.</p><p><img src=\"https://static.tigerbbs.com/c8901cf5b842a2fefc00859aa8259bde\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>SPLVdata byYCharts</p><p>Okay, so let's get into a more comprehensive analysis of the quantitative metrics.</p><p>It seems as though investors are pricing a divergence between the long-term bond yields and a systemic support factor of company earnings. Even though we saw various high-profile earnings misses in recent weeks, many companies are still reporting earnings growth well above their 2019 trajectories.</p><p>These earnings reports are coincidental variables and often fall off a cliff as a recession falls into deeper territory. However, we've all become accustomed to the federal reserve prioritising short-term economic growth instead of curbing inflation. As such, during the past month investors have priced an earnings re-ignition as they anticipate premature expansionary monetary policy. Adding substance to this argument is that non-core inflation has finally started to recede, which is normal; non-core inflation tends to revert to mean rapidly due to its elasticity.</p><p>Although the market's priced the mentioned aspects, we still think earnings growth will stagnate due to themarginal utility effect, which could cause weaker household balance sheets. This is normal for the economy, which is a cyclical domain and not a linear or exponentially growing vehicle.</p><p>Furthermore, dividend yields might recede with recent stock price surges, and many companies might preserve their net income in the coming quarters to add a margin of safety. Lastly, the yield curve is still very unpredictable, as explained by the VIX below; what does this mean? There's uncertainty in future interest rates policy.</p><p><img src=\"https://static.tigerbbs.com/55fdfc3c3774fc562d18eeafb426c9b2\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/>VIXdata byYChartsQualitative Overlay</p><p>This section might be a tad subjective, but it's just my take on the recent bounce and related factors such as the broader economy and 2020's bear market.</p><p>Firstly, I've seen many investors compare this bear market to 2020. However, there's no relation. In 2020, we were in a low-inflation environment, which allowed for abrupt expansionary economic policy, subsequently providing support to the stock market. Also, unemployment rates dropped significantly, causing many to invest in the financial markets for a secondary or primary means of income.</p><p>As of now, expansionary policy can't be as illustrious (as in 2020) because the central authorities still need to contend with high inflation and a tight labor market. Therefore, the proximities between this bear market and 2020's bear market are slightly invalid.</p><p><img src=\"https://static.tigerbbs.com/79aa8c9ea779e11114a0458e2e40036f\" tg-width=\"1280\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/>US Unemployment Ratedata byYCharts</p><p>Now moving on to what I consider the most important part, the broader economy. An argument about whether the recent contraction is a severe economic problem or not is subjective. However, I prefer calling it a recession as I believe in maintaining threshold definitions to preserve baselines for ex-ante analysis.</p><p>The reason I remain worried about the recent contraction is threefold. Firstly, the U.S. is still early in the rate-hike cycle and has not fully curbed inflation. Yet, economic contraction has already occurred, leaving policymakers at a crossroads.</p><p>Furthermore, there's been an increase in oil supply but nothing to suggest that authorities are taking our global energy shortage seriously. For as long as oil and gas remain at elevated prices, we'll see pressure being put on corporate and household balance sheets.</p><p><img src=\"https://static.tigerbbs.com/d3879ebca11df5ab08c1a77c3efa21d8\" tg-width=\"1280\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/>US Household Financial Obligationsdata by YCharts</p><p>Lastly, there seems to be a"wealth effect"settling into the United States, which is an economic term used for developed nations that experience decreasing labor productivity. I've repeatedly heard about how tight the labor market is, which is more worrying than most believe; it could diminish long-term growth.</p><p>I conclude this section with the following. Remember that the long-term growth of the stock marketis in line with GDP growth as it's assumed that the market's P/E ratio will revert to mean and that the earnings yield will coalesce with GDP growth. So, ask yourself, will U.S. GDP proliferate over the next ten years? I won't be too sure.</p><p><b>A Few Positives</b></p><p>Although I've already mentioned a few positives, it's necessary to add more to juxtapose a bearish case. From an ex-post valuation perspective, the S&P 500's P/E is back at an investable level, and its earnings yield is well above pre-pandemic levels. Thus, if you're a value investor, you'd probably be very bullish right now.</p><p><img src=\"https://static.tigerbbs.com/d7de72c0d17cb72df13b25f9d48dae60\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>S&P 500 P/E Ratiodata by YCharts</p><p>Furthermore, from a technical analysis vantage point, this could be a prolonged market upturn. The SPY presents another support level at the $416 handle, which only catches resistance at the $460 mark. So, if you're a believer in looking at past prices to predict future prices, you'll also be smiling.</p><p><img src=\"https://static.tigerbbs.com/5629362eabd59d0c194688b9e3d049f1\" tg-width=\"640\" tg-height=\"292\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Concluding Thoughts</b></p><p>Collectively, we don't like the S&P 500's risk premium and believe that the recent market upturn is largely down to a belief that expansionary monetary policy will prevail. However, with the macroeconomic environment still in doubt, we think the earnings yield on S&P 500 stocks and their dividend yields could fade soon.</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>The SPY's Risk-Premium Spells Danger</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\">\nThe SPY's Risk-Premium Spells Danger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-05 09:56 GMT+8 <a href=https://seekingalpha.com/article/4529599-spy-risk-premium-assessed><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500's risk-premium spells danger.The market's enthusiasm about the receding yield curve is dangerous.Macroeconomic factors aren't conducive to another expansionary monetary policy cycle...</p>\n\n<a href=\"https://seekingalpha.com/article/4529599-spy-risk-premium-assessed\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4529599-spy-risk-premium-assessed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139151693","content_text":"SummaryThe S&P 500's risk-premium spells danger.The market's enthusiasm about the receding yield curve is dangerous.Macroeconomic factors aren't conducive to another expansionary monetary policy cycle.Don't confuse lagging economic indicators with future influencing factors.Although valuations and technical levels are appealing, we think they form a trap.In our previous article, we formulated a bearish case on the SPDR S&P 500 Trust ETF (NYSEARCA:SPY) due to various valuation and macroeconomic concerns. After a sharp price increase during the recent month, we felt it necessary to review our stance. We remain bearish on the S&P 500 index and the SPY collectively as we believe the recent surge is overdone and somewhat premature.For the purpose of this article, we'll once again assume the SPY and S&P 500 collectively due to the proximities we have outlined before, which is yet again conveyed by the chart below (via the tracking error).Seeking AlphaSPY Risk Premium AnalysisThe data I extracted for our quantitative analysis ranges from our previous article (previous yield curve), Gurufocus (current yield curve), YChart (dividend yield), and FactSet (expected earnings).I combined the data to formulate a risk premium explaining the S&P 500's expected return. The whole 'recipe' can be found via this link if you're interested in dissecting the formula.Remember that the risk premium is the return investors demand for the risk they're willing to take. Here's what I discovered by observing the latest quarterly shift in the S&P 500's risk-premium.Broad-based expected earnings have tapered down amid a consecutive quarterly economic contraction, which is by definition a recession.Due to another price drawdown in the first quarter, dividend yields have risen. Dividends are mostly lagged indicators of company performance, which is something to keep in mind.Amid the economy's contraction, investors anticipate interest rate hikes to settle lower than they did previously. As such, the market has priced a lower future interest rate environment.Collectively, the forward-looking risk premium is lower, but equity investors seem to focus more on the interest rate effect and the bond market than anything else.Source: Seeking Alpha, FactSet, YCharts, GurufocusBefore I delve into what the quantitative metrics tell us, I'd like to mention the outperformance of high-beta stocks during the past month, which tend to be more sensitive to monetary policy than lower-beta stocks.SPLVdata byYChartsOkay, so let's get into a more comprehensive analysis of the quantitative metrics.It seems as though investors are pricing a divergence between the long-term bond yields and a systemic support factor of company earnings. Even though we saw various high-profile earnings misses in recent weeks, many companies are still reporting earnings growth well above their 2019 trajectories.These earnings reports are coincidental variables and often fall off a cliff as a recession falls into deeper territory. However, we've all become accustomed to the federal reserve prioritising short-term economic growth instead of curbing inflation. As such, during the past month investors have priced an earnings re-ignition as they anticipate premature expansionary monetary policy. Adding substance to this argument is that non-core inflation has finally started to recede, which is normal; non-core inflation tends to revert to mean rapidly due to its elasticity.Although the market's priced the mentioned aspects, we still think earnings growth will stagnate due to themarginal utility effect, which could cause weaker household balance sheets. This is normal for the economy, which is a cyclical domain and not a linear or exponentially growing vehicle.Furthermore, dividend yields might recede with recent stock price surges, and many companies might preserve their net income in the coming quarters to add a margin of safety. Lastly, the yield curve is still very unpredictable, as explained by the VIX below; what does this mean? There's uncertainty in future interest rates policy.VIXdata byYChartsQualitative OverlayThis section might be a tad subjective, but it's just my take on the recent bounce and related factors such as the broader economy and 2020's bear market.Firstly, I've seen many investors compare this bear market to 2020. However, there's no relation. In 2020, we were in a low-inflation environment, which allowed for abrupt expansionary economic policy, subsequently providing support to the stock market. Also, unemployment rates dropped significantly, causing many to invest in the financial markets for a secondary or primary means of income.As of now, expansionary policy can't be as illustrious (as in 2020) because the central authorities still need to contend with high inflation and a tight labor market. Therefore, the proximities between this bear market and 2020's bear market are slightly invalid.US Unemployment Ratedata byYChartsNow moving on to what I consider the most important part, the broader economy. An argument about whether the recent contraction is a severe economic problem or not is subjective. However, I prefer calling it a recession as I believe in maintaining threshold definitions to preserve baselines for ex-ante analysis.The reason I remain worried about the recent contraction is threefold. Firstly, the U.S. is still early in the rate-hike cycle and has not fully curbed inflation. Yet, economic contraction has already occurred, leaving policymakers at a crossroads.Furthermore, there's been an increase in oil supply but nothing to suggest that authorities are taking our global energy shortage seriously. For as long as oil and gas remain at elevated prices, we'll see pressure being put on corporate and household balance sheets.US Household Financial Obligationsdata by YChartsLastly, there seems to be a\"wealth effect\"settling into the United States, which is an economic term used for developed nations that experience decreasing labor productivity. I've repeatedly heard about how tight the labor market is, which is more worrying than most believe; it could diminish long-term growth.I conclude this section with the following. Remember that the long-term growth of the stock marketis in line with GDP growth as it's assumed that the market's P/E ratio will revert to mean and that the earnings yield will coalesce with GDP growth. So, ask yourself, will U.S. GDP proliferate over the next ten years? I won't be too sure.A Few PositivesAlthough I've already mentioned a few positives, it's necessary to add more to juxtapose a bearish case. From an ex-post valuation perspective, the S&P 500's P/E is back at an investable level, and its earnings yield is well above pre-pandemic levels. Thus, if you're a value investor, you'd probably be very bullish right now.S&P 500 P/E Ratiodata by YChartsFurthermore, from a technical analysis vantage point, this could be a prolonged market upturn. The SPY presents another support level at the $416 handle, which only catches resistance at the $460 mark. So, if you're a believer in looking at past prices to predict future prices, you'll also be smiling.Seeking AlphaConcluding ThoughtsCollectively, we don't like the S&P 500's risk premium and believe that the recent market upturn is largely down to a belief that expansionary monetary policy will prevail. However, with the macroeconomic environment still in doubt, we think the earnings yield on S&P 500 stocks and their dividend yields could fade soon.","news_type":1,"symbols_score_info":{"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906681589,"gmtCreate":1659535269044,"gmtModify":1705981339054,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"gg","listText":"gg","text":"gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906681589","repostId":"1119461922","repostType":4,"repost":{"id":"1119461922","kind":"news","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":1659535462,"share":"https://ttm.financial/m/news/1119461922?lang=&edition=fundamental","pubTime":"2022-08-03 22:04","market":"us","language":"en","title":"AMTD International Boosted Over 20% in Morning Trading After Its Branch Surged More Than 23000% in 14 Days","url":"https://stock-news.laohu8.com/highlight/detail?id=1119461922","media":"Tiger Newspress","summary":"Shares of AMTD International soared in morning trading as the Hong Kong-based company appeared to ca","content":"<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/AMTD\">AMTD International</a> soared in morning trading as the Hong Kong-based company appeared to capture the fancy of investors. AMTD's stock price was up 20.57% after surging as much as 126% on Tuesday.</p><p><img src=\"https://static.tigerbbs.com/0da303e88a864505eeb5028c3df5202b\" tg-width=\"862\" tg-height=\"721\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/AMTD\">AMTD International</a> is an investment holding company. Its operations span investment banking, asset management, and strategic investments. The torrid gains in its share price appear to be related to a massive rally in the stock price of one of its subsidiaries: <a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>.</p><p>AMTD Digital conducted its initial public offering (IPO) on the New York Stock Exchange in mid-July at a price of $7.80 per American depositary share (ADS). The digital solutions platform raised roughly $125 million from its stock sale.</p><p>Yet, in the days that followed, AMTD Digital's stock price rocketed as high as $2,521.72. Its shares ended the trading day on Tuesday at $1,679, placing its market capitalization at a stunning $310 billion. For context, that's more than the market caps of corporate titans like Chevron, Pfizer, and Coca-Cola.</p><p><a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a> offers financial, media, and content marketing services centered on its "SpiderNet" digital ecosystem. While those businesses might have significant growth potential, it's hard to argue that they justify the company's current market valuation.</p><p>AMTD Digital basically admitted as much in a press release today. "During the period since our initial public offering, the company noted significant volatility in our ADS price and also observed some very active trading volume," it said. "To our knowledge, there are no material circumstances, events, nor other matters relating to our company's business and operating activities since the IPO date."</p><p>When stock prices surge for reasons other than fundamental business factors, they often quickly reverse. And the corresponding plunge can result in large losses for investors who buy late in the rally. Thus, investors should view both AMTD Digital and AMTD Idea Group as extremely high-risk stocks.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMTD International Boosted Over 20% in Morning Trading After Its Branch Surged More Than 23000% in 14 Days</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\">\nAMTD International Boosted Over 20% in Morning Trading After Its Branch Surged More Than 23000% in 14 Days\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-03 22:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/AMTD\">AMTD International</a> soared in morning trading as the Hong Kong-based company appeared to capture the fancy of investors. AMTD's stock price was up 20.57% after surging as much as 126% on Tuesday.</p><p><img src=\"https://static.tigerbbs.com/0da303e88a864505eeb5028c3df5202b\" tg-width=\"862\" tg-height=\"721\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/AMTD\">AMTD International</a> is an investment holding company. Its operations span investment banking, asset management, and strategic investments. The torrid gains in its share price appear to be related to a massive rally in the stock price of one of its subsidiaries: <a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>.</p><p>AMTD Digital conducted its initial public offering (IPO) on the New York Stock Exchange in mid-July at a price of $7.80 per American depositary share (ADS). The digital solutions platform raised roughly $125 million from its stock sale.</p><p>Yet, in the days that followed, AMTD Digital's stock price rocketed as high as $2,521.72. Its shares ended the trading day on Tuesday at $1,679, placing its market capitalization at a stunning $310 billion. For context, that's more than the market caps of corporate titans like Chevron, Pfizer, and Coca-Cola.</p><p><a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a> offers financial, media, and content marketing services centered on its "SpiderNet" digital ecosystem. While those businesses might have significant growth potential, it's hard to argue that they justify the company's current market valuation.</p><p>AMTD Digital basically admitted as much in a press release today. "During the period since our initial public offering, the company noted significant volatility in our ADS price and also observed some very active trading volume," it said. "To our knowledge, there are no material circumstances, events, nor other matters relating to our company's business and operating activities since the IPO date."</p><p>When stock prices surge for reasons other than fundamental business factors, they often quickly reverse. And the corresponding plunge can result in large losses for investors who buy late in the rally. Thus, investors should view both AMTD Digital and AMTD Idea Group as extremely high-risk stocks.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMTD":"Amtd Idea","HKD":"尚乘数科"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119461922","content_text":"Shares of AMTD International soared in morning trading as the Hong Kong-based company appeared to capture the fancy of investors. AMTD's stock price was up 20.57% after surging as much as 126% on Tuesday.AMTD International is an investment holding company. Its operations span investment banking, asset management, and strategic investments. The torrid gains in its share price appear to be related to a massive rally in the stock price of one of its subsidiaries: AMTD Digital.AMTD Digital conducted its initial public offering (IPO) on the New York Stock Exchange in mid-July at a price of $7.80 per American depositary share (ADS). The digital solutions platform raised roughly $125 million from its stock sale.Yet, in the days that followed, AMTD Digital's stock price rocketed as high as $2,521.72. Its shares ended the trading day on Tuesday at $1,679, placing its market capitalization at a stunning $310 billion. For context, that's more than the market caps of corporate titans like Chevron, Pfizer, and Coca-Cola.AMTD Digital offers financial, media, and content marketing services centered on its \"SpiderNet\" digital ecosystem. While those businesses might have significant growth potential, it's hard to argue that they justify the company's current market valuation.AMTD Digital basically admitted as much in a press release today. \"During the period since our initial public offering, the company noted significant volatility in our ADS price and also observed some very active trading volume,\" it said. \"To our knowledge, there are no material circumstances, events, nor other matters relating to our company's business and operating activities since the IPO date.\"When stock prices surge for reasons other than fundamental business factors, they often quickly reverse. And the corresponding plunge can result in large losses for investors who buy late in the rally. Thus, investors should view both AMTD Digital and AMTD Idea Group as extremely high-risk stocks.","news_type":1,"symbols_score_info":{"AMTD":0.9,"HKD":0.9}},"isVote":1,"tweetType":1,"viewCount":2848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908799219,"gmtCreate":1659431719533,"gmtModify":1705980297474,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"gg","listText":"gg","text":"gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908799219","repostId":"1159776384","repostType":4,"repost":{"id":"1159776384","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1659429205,"share":"https://ttm.financial/m/news/1159776384?lang=&edition=fundamental","pubTime":"2022-08-02 16:33","market":"us","language":"en","title":"Pinterest, AMD, BP and Caterpillar: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1159776384","media":"Benzinga","summary":"Wall Street expects Caterpillar Inc. to report quarterly earnings at $3.01 per share on revenue of $","content":"<html><head></head><body><ul><li>Wall Street expects <a href=\"https://laohu8.com/S/CAT\">Caterpillar Inc.</a> to report quarterly earnings at $3.01 per share on revenue of $14.38 billion before the opening bell. Caterpillar shares rose 1% to $196.85 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/PINS\">Pinterest, Inc.</a> reported weaker-than-expected earnings for its second quarter on Monday. However, Pinterest shares rose sharply in after-hours trading after Elliott Investment Management announced they are now Pinterest's largest investor. Pinterest shares jumped 21.4% to $24.27 in the after-hours trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices, Inc.</a> to have earned $1.03 per share on revenue of $6.53 billion for the latest quarter. The company will release earnings after the markets close. AMD shares rose 0.6% to $97.40 in after-hours trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/ZI\">ZoomInfo Technologies Inc.</a> reported better-than-expected results for its second quarter and also raised its revenue guidance for FY22. ZoomInfo shares surged 11.3% to $42.00 in the after-hours trading session.</li><li><a href=\"https://laohu8.com/S/BP\">BP Plc</a> boosted its dividend after reporting a sharp rise in profits for the second quarter. The company also announced plans to repurchase $3.5 billion of shares over the next three months. BP shares rose 1.5% to $29.48 in the after-hours trading session.</li></ul></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>Pinterest, AMD, BP and Caterpillar: U.S. Stocks To Watch</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\">\nPinterest, AMD, BP and Caterpillar: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-08-02 16:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Wall Street expects <a href=\"https://laohu8.com/S/CAT\">Caterpillar Inc.</a> to report quarterly earnings at $3.01 per share on revenue of $14.38 billion before the opening bell. Caterpillar shares rose 1% to $196.85 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/PINS\">Pinterest, Inc.</a> reported weaker-than-expected earnings for its second quarter on Monday. However, Pinterest shares rose sharply in after-hours trading after Elliott Investment Management announced they are now Pinterest's largest investor. Pinterest shares jumped 21.4% to $24.27 in the after-hours trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices, Inc.</a> to have earned $1.03 per share on revenue of $6.53 billion for the latest quarter. The company will release earnings after the markets close. AMD shares rose 0.6% to $97.40 in after-hours trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/ZI\">ZoomInfo Technologies Inc.</a> reported better-than-expected results for its second quarter and also raised its revenue guidance for FY22. ZoomInfo shares surged 11.3% to $42.00 in the after-hours trading session.</li><li><a href=\"https://laohu8.com/S/BP\">BP Plc</a> boosted its dividend after reporting a sharp rise in profits for the second quarter. The company also announced plans to repurchase $3.5 billion of shares over the next three months. BP shares rose 1.5% to $29.48 in the after-hours trading session.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BP":"英国石油","AMD":"美国超微公司","CAT":"卡特彼勒","PINS":"Pinterest, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159776384","content_text":"Wall Street expects Caterpillar Inc. to report quarterly earnings at $3.01 per share on revenue of $14.38 billion before the opening bell. Caterpillar shares rose 1% to $196.85 in after-hours trading.Pinterest, Inc. reported weaker-than-expected earnings for its second quarter on Monday. However, Pinterest shares rose sharply in after-hours trading after Elliott Investment Management announced they are now Pinterest's largest investor. Pinterest shares jumped 21.4% to $24.27 in the after-hours trading session.Analysts are expecting Advanced Micro Devices, Inc. to have earned $1.03 per share on revenue of $6.53 billion for the latest quarter. The company will release earnings after the markets close. AMD shares rose 0.6% to $97.40 in after-hours trading.ZoomInfo Technologies Inc. reported better-than-expected results for its second quarter and also raised its revenue guidance for FY22. ZoomInfo shares surged 11.3% to $42.00 in the after-hours trading session.BP Plc boosted its dividend after reporting a sharp rise in profits for the second quarter. The company also announced plans to repurchase $3.5 billion of shares over the next three months. BP shares rose 1.5% to $29.48 in the after-hours trading session.","news_type":1,"symbols_score_info":{"CAT":0.9,"AMD":0.9,"BP":0.9,"ZI":0.9,"PINS":0.9}},"isVote":1,"tweetType":1,"viewCount":3178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901479924,"gmtCreate":1659255368668,"gmtModify":1676536278157,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"gg","listText":"gg","text":"gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901479924","repostId":"1165172007","repostType":4,"isVote":1,"tweetType":1,"viewCount":1948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909901452,"gmtCreate":1658795623476,"gmtModify":1676536208266,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"gg","listText":"gg","text":"gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9909901452","repostId":"1108375477","repostType":4,"repost":{"id":"1108375477","kind":"news","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":1658789741,"share":"https://ttm.financial/m/news/1108375477?lang=&edition=fundamental","pubTime":"2022-07-26 06:55","market":"us","language":"en","title":"S&P 500 Ends Choppy Session Nearly Flat; Investors Eye Fed, Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1108375477","media":"Reuters","summary":"Apple, Amazon.com among companies to report earnings this weekFOMC to kick off two-day policy meetin","content":"<html><head></head><body><ul><li>Apple, Amazon.com among companies to report earnings this week</li><li>FOMC to kick off two-day policy meeting from Tuesday</li><li>Miner Newmont falls after raising annual cost forecast</li><li>Indexes: Dow up 0.3%, S&P 500 up 0.1%, Nasdaq down 0.4%</li></ul><p>NEW YORK, July 25 (Reuters) - The S&P 500 see-sawed on Monday and ended close to unchanged as investors girded for an expected rate hike at a Federal Reserve meeting this week and earnings from several large-cap growth companies.</p><p>The Nasdaq ended lower, and S&P 500 technology and consumer discretionary led declines among major S&P sectors. The energy sector gained along with oil prices.</p><p>"Right now we're just in a holding pattern waiting for all those developments to play out," said Michael O'Rourke, chief market strategist at JonesTrading in Stamford, Connecticut.</p><p>The Fed is expected to announce a 75 basis-point rate hike at the end of its two-day monetary policy meeting on Wednesday, effectively ending pandemic-era support for the U.S. economy.</p><p>Comments by Fed Chairman Jerome Powell following the announcement will be key, as some investors worry that aggressive rate hikes could tip the U.S. economy into recession.</p><p>This week is expected to be the busiest in the second-quarter reporting period, with results from about 170 S&P 500 companies due. Microsoft Corp and Google-parent Alphabet are due to report Tuesday. Apple Inc and Amazon.com Inc are set for Thursday.</p><p>"It's a crucial earnings season for the market, especially given the (recent) attempt by Nasdaq to climb higher," said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.</p><p>The Nasdaq, which has led declines among major sectors this year, gained more than 3% last week.</p><p>The Dow Jones Industrial Average rose 90.75 points, or 0.28%, to 31,990.04, the S&P 500 gained 5.21 points, or 0.13%, to 3,966.84 and the Nasdaq Composite dropped 51.45 points, or 0.43%, to 11,782.67.</p><p>After the closing bell, shares of Walmart were down nearly 10% after the retailer said it was cutting its forecast for full-year profit and blamed food and fuel inflation.</p><p>S&P 500 earnings are expected to have climbed 6.1% for the second quarter from the year-ago period, according to IBES data from Refinitiv. Along with inflation and rising interest rates, investors have been concerned about the impact of currency headwinds and lingering supply chain issues for companies this earnings season.</p><p>Tuesday brings reports on two housing indicators - the S&P Case-Shiller's 20-city composite and the Commerce Department's new home sales number.</p><p>Recent housing data has suggested the sector may be a harbinger of a cooling economy.</p><p>Newmont Corp fell 13.2% after the miner raised its annual cost forecast and missed its second-quarter profit, hurt by lower gold prices and inflationary pressures.</p><p>Volume on U.S. exchanges was 9.34 billion shares, compared with the 11.0 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.55-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.</p><p>The S&P 500 posted 1 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 50 new highs and 105 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 Ends Choppy Session Nearly Flat; Investors Eye Fed, Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 Ends Choppy Session Nearly Flat; Investors Eye Fed, Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-26 06:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Apple, Amazon.com among companies to report earnings this week</li><li>FOMC to kick off two-day policy meeting from Tuesday</li><li>Miner Newmont falls after raising annual cost forecast</li><li>Indexes: Dow up 0.3%, S&P 500 up 0.1%, Nasdaq down 0.4%</li></ul><p>NEW YORK, July 25 (Reuters) - The S&P 500 see-sawed on Monday and ended close to unchanged as investors girded for an expected rate hike at a Federal Reserve meeting this week and earnings from several large-cap growth companies.</p><p>The Nasdaq ended lower, and S&P 500 technology and consumer discretionary led declines among major S&P sectors. The energy sector gained along with oil prices.</p><p>"Right now we're just in a holding pattern waiting for all those developments to play out," said Michael O'Rourke, chief market strategist at JonesTrading in Stamford, Connecticut.</p><p>The Fed is expected to announce a 75 basis-point rate hike at the end of its two-day monetary policy meeting on Wednesday, effectively ending pandemic-era support for the U.S. economy.</p><p>Comments by Fed Chairman Jerome Powell following the announcement will be key, as some investors worry that aggressive rate hikes could tip the U.S. economy into recession.</p><p>This week is expected to be the busiest in the second-quarter reporting period, with results from about 170 S&P 500 companies due. Microsoft Corp and Google-parent Alphabet are due to report Tuesday. Apple Inc and Amazon.com Inc are set for Thursday.</p><p>"It's a crucial earnings season for the market, especially given the (recent) attempt by Nasdaq to climb higher," said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.</p><p>The Nasdaq, which has led declines among major sectors this year, gained more than 3% last week.</p><p>The Dow Jones Industrial Average rose 90.75 points, or 0.28%, to 31,990.04, the S&P 500 gained 5.21 points, or 0.13%, to 3,966.84 and the Nasdaq Composite dropped 51.45 points, or 0.43%, to 11,782.67.</p><p>After the closing bell, shares of Walmart were down nearly 10% after the retailer said it was cutting its forecast for full-year profit and blamed food and fuel inflation.</p><p>S&P 500 earnings are expected to have climbed 6.1% for the second quarter from the year-ago period, according to IBES data from Refinitiv. Along with inflation and rising interest rates, investors have been concerned about the impact of currency headwinds and lingering supply chain issues for companies this earnings season.</p><p>Tuesday brings reports on two housing indicators - the S&P Case-Shiller's 20-city composite and the Commerce Department's new home sales number.</p><p>Recent housing data has suggested the sector may be a harbinger of a cooling economy.</p><p>Newmont Corp fell 13.2% after the miner raised its annual cost forecast and missed its second-quarter profit, hurt by lower gold prices and inflationary pressures.</p><p>Volume on U.S. exchanges was 9.34 billion shares, compared with the 11.0 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.55-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.</p><p>The S&P 500 posted 1 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 50 new highs and 105 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","NEM":"纽曼矿业","WMT":"沃尔玛",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108375477","content_text":"Apple, Amazon.com among companies to report earnings this weekFOMC to kick off two-day policy meeting from TuesdayMiner Newmont falls after raising annual cost forecastIndexes: Dow up 0.3%, S&P 500 up 0.1%, Nasdaq down 0.4%NEW YORK, July 25 (Reuters) - The S&P 500 see-sawed on Monday and ended close to unchanged as investors girded for an expected rate hike at a Federal Reserve meeting this week and earnings from several large-cap growth companies.The Nasdaq ended lower, and S&P 500 technology and consumer discretionary led declines among major S&P sectors. The energy sector gained along with oil prices.\"Right now we're just in a holding pattern waiting for all those developments to play out,\" said Michael O'Rourke, chief market strategist at JonesTrading in Stamford, Connecticut.The Fed is expected to announce a 75 basis-point rate hike at the end of its two-day monetary policy meeting on Wednesday, effectively ending pandemic-era support for the U.S. economy.Comments by Fed Chairman Jerome Powell following the announcement will be key, as some investors worry that aggressive rate hikes could tip the U.S. economy into recession.This week is expected to be the busiest in the second-quarter reporting period, with results from about 170 S&P 500 companies due. Microsoft Corp and Google-parent Alphabet are due to report Tuesday. Apple Inc and Amazon.com Inc are set for Thursday.\"It's a crucial earnings season for the market, especially given the (recent) attempt by Nasdaq to climb higher,\" said Quincy Krosby, chief global strategist at LPL Financial in Charlotte, North Carolina.The Nasdaq, which has led declines among major sectors this year, gained more than 3% last week.The Dow Jones Industrial Average rose 90.75 points, or 0.28%, to 31,990.04, the S&P 500 gained 5.21 points, or 0.13%, to 3,966.84 and the Nasdaq Composite dropped 51.45 points, or 0.43%, to 11,782.67.After the closing bell, shares of Walmart were down nearly 10% after the retailer said it was cutting its forecast for full-year profit and blamed food and fuel inflation.S&P 500 earnings are expected to have climbed 6.1% for the second quarter from the year-ago period, according to IBES data from Refinitiv. Along with inflation and rising interest rates, investors have been concerned about the impact of currency headwinds and lingering supply chain issues for companies this earnings season.Tuesday brings reports on two housing indicators - the S&P Case-Shiller's 20-city composite and the Commerce Department's new home sales number.Recent housing data has suggested the sector may be a harbinger of a cooling economy.Newmont Corp fell 13.2% after the miner raised its annual cost forecast and missed its second-quarter profit, hurt by lower gold prices and inflationary pressures.Volume on U.S. exchanges was 9.34 billion shares, compared with the 11.0 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 1.55-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week highs and 29 new lows; the Nasdaq Composite recorded 50 new highs and 105 new lows.","news_type":1,"symbols_score_info":{"NEM":0.9,".SPX":0.9,"WMT":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900571903,"gmtCreate":1658740155303,"gmtModify":1676536200176,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"gg","listText":"gg","text":"gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900571903","repostId":"2254488186","repostType":4,"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074998577,"gmtCreate":1658279778799,"gmtModify":1676536133679,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"gg","listText":"gg","text":"gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074998577","repostId":"1110268821","repostType":4,"repost":{"id":"1110268821","kind":"news","pubTimestamp":1658278927,"share":"https://ttm.financial/m/news/1110268821?lang=&edition=fundamental","pubTime":"2022-07-20 09:02","market":"us","language":"en","title":"Apple: Music Needs To Be Louder","url":"https://stock-news.laohu8.com/highlight/detail?id=1110268821","media":"Seeking Alpha","summary":"SummaryThe last report by MIDiA research estimated that Apple Music has a market share of 15% in the","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The last report by MIDiA research estimated that Apple Music has a market share of 15% in the subscription-based music streaming industry.</li><li>Amazon is quickly catching up with Apple and has a market share of 13%.</li><li>Google is also showing strong progress with a very high growth rate and has over 8% market share in this segment.</li><li>Apple needs a strong music streaming service that it can use as a must-have anchor service to sell other subscriptions.</li><li>The big chunk of future service segment growth will depend on how much growth and market share Apple is able to maintain within this segment.</li></ul><p>Apple (NASDAQ:AAPL) is facing challenges from Amazon (AMZN) and Google (GOOG) within the music streaming industry. The company has not reported subscriber numbers within this service for over 2 years. One of the reasons could be that there has been a growth slowdown in net subscriber additions. Third-party estimates by MIDiA Research have shown that Apple Music has a 15% market share which is followed by Amazon Music at 13% and YouTube Music at 8%. Both Amazon and Google have a very strong presence in the smart speaker and smart display market which are providing good tailwinds to their music streaming business.</p><p>The contribution of music streaming business to Apple's top line and bottom line is very less which reduces the impact on key financial metrics in the quarterly reports. However, it can have a big impact on the service segment growth in the long run. Hence, any dip in market share for the music streaming business can be a big challenge for the management. It may lead to lower growth estimates for the Services segment which can be a major headwind for Apple stock.</p><p><b>Short-term impact on Services segment and stock sentiment</b></p><p>Apple reported Services revenue of $19.8 billion in the latest quarter. The total net sales for the quarter was $97.2 billion. The revenue share of Services segment was only 20% but it plays a much bigger role in the valuation thesis of Apple stock. Apple's valuation multiple has expanded in the last few years based on the growth potential of Services segment, while the growth in Products like iPhone, Mac and others has been modest.</p><p><img src=\"https://static.tigerbbs.com/1a54ffd05d2c9812f22ae941e455e609\" tg-width=\"565\" tg-height=\"166\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Apple Filings</p><p>Figure 1: Services segment contributes close to 20% of the total revenue base. Source: Apple Filings</p><p>Third-party reports estimate that Apple Music'spaid membership is close to 75 million. If we take the average selling price of $100 for this service, it contributes $7.5 billion to Services revenue base on an annualized basis or close to $2 billion on a quarterly basis. Hence, Apple Music contributes close to 10% of Services segment revenue base.</p><p>Apple reported 9% YoY revenue growth in the latest quarter while the Services segment grew by 17%. Wall Street expects the Services segment to continue to deliver a better growth rate than the overall revenue growth. A slowdown in the growth rate of Apple Music will impact the growth trajectory of Services segment.</p><p>Apple does not have a strong anchor service within its subscription services similar to Amazon's Prime membership which has over 200 million members. The management is trying to build TV+ service and hopes to have a loyal base for its streaming video and music content. A slowdown or a decline in paid membership within Apple Music can have a big impact on the entire subscription ecosystem of the company. This can cause slower growth in Services revenue growth which can pull down the valuation multiple for Apple stock in the near term.</p><p><b>Slowdown in growth</b></p><p>Music streaming industry has been growing rapidly in the past few quarters. However, Apple’s market share in the streaming music subscription market has declined due to slower growth compared to other peers. In the latest estimates by MIDiA research, the market share was 15%.In the previous report, MIDiA Research estimated that Apple Music’s market share was 16%.</p><p><img src=\"https://static.tigerbbs.com/07b464b152d43d717c13ed4ace39b059\" tg-width=\"1242\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>MIDiA Research</p><p>Figure 1: Apple is closely followed by Amazon Music and YouTube Music. Source:MIDiA Research</p><p>YouTube Music has particularly shown very high growth rates as Google launched attractive subscription options. The last announcement by the company mentioned that it had over 50 million paid subscribers for YouTube Premium and Music business. Google could increase the demand of its Premium and Music subscription by adding further restrictions for non-subscribers on YouTube. Amazon also has a discounted rate for its music streaming platform and gains a lot from its Prime membership which acts as an anchor service for the subscription business.</p><p><b>Apple’s disadvantages</b></p><p>Apple does not have another anchor service which can be combined with music streaming business to increase its attractiveness. It is increasing investment in TV+ but it would take a lot of time and resources to build a very attractive original library. Apple is also lagging in the smart speaker business. It had discontinued HomePod because the cost was quite prohibitive to customers who already had an option of Amazon and Google devices. The new HomePod mini is showing better reception due to lower price. However, Apple needs to cover a lot of ground in order to reach the market penetration of Amazon and Google devices.</p><p>The music streaming business on its own has very low margins. Spotify (SPOT) is barely making any profits despite being the industry leader. The main benefit of a strong music streaming business is that it can provide a flywheel effect to other services. If Apple does not have a host of services that it can tag onto the music subscription, it will not move the needle for Apple. Amazon already has a well built Prime business and Google is rapidly expanding its subscription business. Hence, Apple would need to show progress in this segment to gain better growth runway in other services.</p><p><b>Can Amazon and Google overtake Apple Music?</b></p><p>The current growth and market share trends should allow Google and Amazon to overtake Apple Music by end of 2023. This would be a very important milestone in the battle between big tech companies. Apple had touted its music streaming business for a number of years. If Amazon and Google can overtake Apple despite being late comers in this industry, it can reduce Apple’s ability to maintain market share in other important products and services.</p><p><img src=\"https://static.tigerbbs.com/73b922d92c0d0a045012f0d3d704401b\" tg-width=\"640\" tg-height=\"66\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Amazon Filings</p><p>Figure 2: Amazon’s subscription business growth in the last few quarters. Source: Company Filings</p><p>While Apple’s Service revenue was $68 billion in the last fiscal year, Amazon also reported a robust $31 billion subscription revenue. Amazon last reported Music Unlimited subscriber number at 55 million in early 2020.</p><p>Google has been the biggest surprise within the streaming music industry. It reported over 50 million paid subscribers in Premium and Music subscription which is slightly behind Apple Music's last announcement of paid subscriber numbers. YouTube has a massive user base and it is trying to promote the Premium services in almost every region. There are several levers available with the company which can help it increase the paid subscriber base. It has already announced another big price increase. This is a sign that the management is confident in customer retention and attracting new customers. At the current subscriber base and growth rates, the Premium and Music subscriber base could reach over 100 million by 2025.</p><p>It is very likely that we could see a change in market share ranking in the rapidly changing music streaming industry. Apple Music at the second spot could be a big loser as Amazon and Google ramp up their efforts to gain more subscribers by leveraging their ecosystem.</p><p><b>Impact on Apple stock</b></p><p>It needs to be noted that the contribution of music subscription business to Apple's top line and bottom line is very low. If we take the annual average selling price of $100 for Apple Music and a subscriber base of 75 million, it will lead to revenue base of $7.5 billion. This is a mere 2% of its fiscal revenue base. The margins in this business are wafer-thin or negative. Hence, the contribution to bottom line would be even more insignificant.</p><p>However, there is a big impact of the music streaming subscriber base on future subscription services launched by Apple. The management has not released any subscriber numbers in this service for over two years. If other third-party estimates show a decline in Apple Music's market share, it will send a negative signal to Wall Street on the ability of the company to enter new services and deliver good growth. We could also see a bearish sentiment towards the overall moat of the company and its long term growth projections.</p><p><img src=\"https://static.tigerbbs.com/4e1c7ca6b376fab93728d94ca42d49e7\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p>Figure 3: Apple's PE ratio over the last few years. Source: Ycharts</p><p>Despite the recent correction, Apple's PE ratio is significantly above the long-term average PE ratio. A poor performance in music streaming business can have a negative impact on the overall subscription business which will pull down the growth trend for Services segment.</p><p>Apple's higher PE ratio has been due to the growth potential of Service segment. If there is a major headwind within the Service segment it can lead to a strong bearish sentiment toward the stock. Investors should closely look at the evolving music streaming space to gauge Apple’s next move and its impact on the stock.</p><p><b>Investor Takeaway</b></p><p>Apple has been losing market share in the music streaming business as Amazon and Google increase their presence. Both Amazon and Google have a strong ecosystem of services and are leading in smart speaker market share. Amazon has over 50 million paid subscribers in its music streaming platform and Google also has over 50 million subscribers for its Premium and Music service. At this base, these services are moving the needle for these tech majors and we should see a massive increase in their effort to gain more subscribers.</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>Apple: Music Needs To Be Louder</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Music Needs To Be Louder\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-20 09:02 GMT+8 <a href=https://seekingalpha.com/article/4524217-apple-aapl-sell-music-needs-to-be-louder?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A26><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe last report by MIDiA research estimated that Apple Music has a market share of 15% in the subscription-based music streaming industry.Amazon is quickly catching up with Apple and has a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524217-apple-aapl-sell-music-needs-to-be-louder?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A26\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4524217-apple-aapl-sell-music-needs-to-be-louder?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A26","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110268821","content_text":"SummaryThe last report by MIDiA research estimated that Apple Music has a market share of 15% in the subscription-based music streaming industry.Amazon is quickly catching up with Apple and has a market share of 13%.Google is also showing strong progress with a very high growth rate and has over 8% market share in this segment.Apple needs a strong music streaming service that it can use as a must-have anchor service to sell other subscriptions.The big chunk of future service segment growth will depend on how much growth and market share Apple is able to maintain within this segment.Apple (NASDAQ:AAPL) is facing challenges from Amazon (AMZN) and Google (GOOG) within the music streaming industry. The company has not reported subscriber numbers within this service for over 2 years. One of the reasons could be that there has been a growth slowdown in net subscriber additions. Third-party estimates by MIDiA Research have shown that Apple Music has a 15% market share which is followed by Amazon Music at 13% and YouTube Music at 8%. Both Amazon and Google have a very strong presence in the smart speaker and smart display market which are providing good tailwinds to their music streaming business.The contribution of music streaming business to Apple's top line and bottom line is very less which reduces the impact on key financial metrics in the quarterly reports. However, it can have a big impact on the service segment growth in the long run. Hence, any dip in market share for the music streaming business can be a big challenge for the management. It may lead to lower growth estimates for the Services segment which can be a major headwind for Apple stock.Short-term impact on Services segment and stock sentimentApple reported Services revenue of $19.8 billion in the latest quarter. The total net sales for the quarter was $97.2 billion. The revenue share of Services segment was only 20% but it plays a much bigger role in the valuation thesis of Apple stock. Apple's valuation multiple has expanded in the last few years based on the growth potential of Services segment, while the growth in Products like iPhone, Mac and others has been modest.Apple FilingsFigure 1: Services segment contributes close to 20% of the total revenue base. Source: Apple FilingsThird-party reports estimate that Apple Music'spaid membership is close to 75 million. If we take the average selling price of $100 for this service, it contributes $7.5 billion to Services revenue base on an annualized basis or close to $2 billion on a quarterly basis. Hence, Apple Music contributes close to 10% of Services segment revenue base.Apple reported 9% YoY revenue growth in the latest quarter while the Services segment grew by 17%. Wall Street expects the Services segment to continue to deliver a better growth rate than the overall revenue growth. A slowdown in the growth rate of Apple Music will impact the growth trajectory of Services segment.Apple does not have a strong anchor service within its subscription services similar to Amazon's Prime membership which has over 200 million members. The management is trying to build TV+ service and hopes to have a loyal base for its streaming video and music content. A slowdown or a decline in paid membership within Apple Music can have a big impact on the entire subscription ecosystem of the company. This can cause slower growth in Services revenue growth which can pull down the valuation multiple for Apple stock in the near term.Slowdown in growthMusic streaming industry has been growing rapidly in the past few quarters. However, Apple’s market share in the streaming music subscription market has declined due to slower growth compared to other peers. In the latest estimates by MIDiA research, the market share was 15%.In the previous report, MIDiA Research estimated that Apple Music’s market share was 16%.MIDiA ResearchFigure 1: Apple is closely followed by Amazon Music and YouTube Music. Source:MIDiA ResearchYouTube Music has particularly shown very high growth rates as Google launched attractive subscription options. The last announcement by the company mentioned that it had over 50 million paid subscribers for YouTube Premium and Music business. Google could increase the demand of its Premium and Music subscription by adding further restrictions for non-subscribers on YouTube. Amazon also has a discounted rate for its music streaming platform and gains a lot from its Prime membership which acts as an anchor service for the subscription business.Apple’s disadvantagesApple does not have another anchor service which can be combined with music streaming business to increase its attractiveness. It is increasing investment in TV+ but it would take a lot of time and resources to build a very attractive original library. Apple is also lagging in the smart speaker business. It had discontinued HomePod because the cost was quite prohibitive to customers who already had an option of Amazon and Google devices. The new HomePod mini is showing better reception due to lower price. However, Apple needs to cover a lot of ground in order to reach the market penetration of Amazon and Google devices.The music streaming business on its own has very low margins. Spotify (SPOT) is barely making any profits despite being the industry leader. The main benefit of a strong music streaming business is that it can provide a flywheel effect to other services. If Apple does not have a host of services that it can tag onto the music subscription, it will not move the needle for Apple. Amazon already has a well built Prime business and Google is rapidly expanding its subscription business. Hence, Apple would need to show progress in this segment to gain better growth runway in other services.Can Amazon and Google overtake Apple Music?The current growth and market share trends should allow Google and Amazon to overtake Apple Music by end of 2023. This would be a very important milestone in the battle between big tech companies. Apple had touted its music streaming business for a number of years. If Amazon and Google can overtake Apple despite being late comers in this industry, it can reduce Apple’s ability to maintain market share in other important products and services.Amazon FilingsFigure 2: Amazon’s subscription business growth in the last few quarters. Source: Company FilingsWhile Apple’s Service revenue was $68 billion in the last fiscal year, Amazon also reported a robust $31 billion subscription revenue. Amazon last reported Music Unlimited subscriber number at 55 million in early 2020.Google has been the biggest surprise within the streaming music industry. It reported over 50 million paid subscribers in Premium and Music subscription which is slightly behind Apple Music's last announcement of paid subscriber numbers. YouTube has a massive user base and it is trying to promote the Premium services in almost every region. There are several levers available with the company which can help it increase the paid subscriber base. It has already announced another big price increase. This is a sign that the management is confident in customer retention and attracting new customers. At the current subscriber base and growth rates, the Premium and Music subscriber base could reach over 100 million by 2025.It is very likely that we could see a change in market share ranking in the rapidly changing music streaming industry. Apple Music at the second spot could be a big loser as Amazon and Google ramp up their efforts to gain more subscribers by leveraging their ecosystem.Impact on Apple stockIt needs to be noted that the contribution of music subscription business to Apple's top line and bottom line is very low. If we take the annual average selling price of $100 for Apple Music and a subscriber base of 75 million, it will lead to revenue base of $7.5 billion. This is a mere 2% of its fiscal revenue base. The margins in this business are wafer-thin or negative. Hence, the contribution to bottom line would be even more insignificant.However, there is a big impact of the music streaming subscriber base on future subscription services launched by Apple. The management has not released any subscriber numbers in this service for over two years. If other third-party estimates show a decline in Apple Music's market share, it will send a negative signal to Wall Street on the ability of the company to enter new services and deliver good growth. We could also see a bearish sentiment towards the overall moat of the company and its long term growth projections.YchartsFigure 3: Apple's PE ratio over the last few years. Source: YchartsDespite the recent correction, Apple's PE ratio is significantly above the long-term average PE ratio. A poor performance in music streaming business can have a negative impact on the overall subscription business which will pull down the growth trend for Services segment.Apple's higher PE ratio has been due to the growth potential of Service segment. If there is a major headwind within the Service segment it can lead to a strong bearish sentiment toward the stock. Investors should closely look at the evolving music streaming space to gauge Apple’s next move and its impact on the stock.Investor TakeawayApple has been losing market share in the music streaming business as Amazon and Google increase their presence. Both Amazon and Google have a strong ecosystem of services and are leading in smart speaker market share. Amazon has over 50 million paid subscribers in its music streaming platform and Google also has over 50 million subscribers for its Premium and Music service. At this base, these services are moving the needle for these tech majors and we should see a massive increase in their effort to gain more subscribers.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075574921,"gmtCreate":1658236245963,"gmtModify":1676536126004,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"gg","listText":"gg","text":"gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075574921","repostId":"1131333266","repostType":4,"isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072698730,"gmtCreate":1658023013820,"gmtModify":1676536094501,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"gg","listText":"gg","text":"gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072698730","repostId":"2249540083","repostType":4,"repost":{"id":"2249540083","kind":"highlight","pubTimestamp":1658021139,"share":"https://ttm.financial/m/news/2249540083?lang=&edition=fundamental","pubTime":"2022-07-17 09:25","market":"hk","language":"en","title":"Tycoon Whose Bet Broke the Nickel Market Walks Away a Billionaire","url":"https://stock-news.laohu8.com/highlight/detail?id=2249540083","media":"Bloomberg","summary":"SINGAPORE (BLOOMBERG) --By 2.08pm Shanghai time on March 8, it was clear that Xiang Guangda's giant ","content":"<div>\n<p>SINGAPORE (BLOOMBERG) --By 2.08pm Shanghai time on March 8, it was clear that Xiang Guangda's giant bet on a fall in nickel prices was going spectacularly wrong.Futures had just skyrocketed above US$...</p>\n\n<a href=\"https://www.straitstimes.com/business/companies-markets/tycoon-whose-bet-broke-the-nickel-market-walks-away-a-billionaire\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tycoon Whose Bet Broke the Nickel Market Walks Away a Billionaire</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\">\nTycoon Whose Bet Broke the Nickel Market Walks Away a Billionaire\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-17 09:25 GMT+8 <a href=https://www.straitstimes.com/business/companies-markets/tycoon-whose-bet-broke-the-nickel-market-walks-away-a-billionaire><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE (BLOOMBERG) --By 2.08pm Shanghai time on March 8, it was clear that Xiang Guangda's giant bet on a fall in nickel prices was going spectacularly wrong.Futures had just skyrocketed above US$...</p>\n\n<a href=\"https://www.straitstimes.com/business/companies-markets/tycoon-whose-bet-broke-the-nickel-market-walks-away-a-billionaire\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIC.AU":"Nickel Industries Ltd","NICK.UK":"镍ETF","JJN":"镍ETN-iPath"},"source_url":"https://www.straitstimes.com/business/companies-markets/tycoon-whose-bet-broke-the-nickel-market-walks-away-a-billionaire","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249540083","content_text":"SINGAPORE (BLOOMBERG) --By 2.08pm Shanghai time on March 8, it was clear that Xiang Guangda's giant bet on a fall in nickel prices was going spectacularly wrong.Futures had just skyrocketed above US$100,000 a ton and his trade was more than US$10 billion underwater. It was threatening not only to bankrupt Mr Xiang's company, but to trigger a Lehman Brothers-like shock through the entire metals industry and possibly topple the London Metal Exchange (LME) itself.But Mr Xiang was calm. Within hours, more than 50 bankers had arrived at his office wanting to hear how he planned to respond to the crisis. He told them simply: \"I'm confident that we will overcome this.\"And he did.Four months on, the nickel price is falling, as Mr Xiang had predicted. The coterie of banks led by JPMorgan Chase & Co that were baying for his blood has been repaid. He has closed out nearly all his short position in nickel, making a loss on the trade of about US$1 billion - a manageable sum given the profits being generated elsewhere in his business empire, say people who know him.Crucially: the man nicknamed 'Big Shot' in Chinese commodities circles is poised to walk away from the fiasco with his multibillion-dollar mining and steelmaking company, Tsingshan Holding Group, intact and even expanding.But while Mr Xiang moves on, others are left dealing with the destruction wrought by the crisis. His miraculous escape was thanks in no small part to the actions of the LME, which controversially intervened to prevent prices from rising and then suspended trading until Mr Xiang had struck a deal with his banks.Those on the other side of the trade, who lost billions, were furious. Months later, the LME is dealing with a raft of investigations and lawsuits, and the nickel market is still reeling.\"Nice to see that @jpmorgan and The Big Shot got out of this whole thing with only scratches,\" Cliff Asness, founder of AQR Capital Management, said last week in a tweet thick with sarcasm. \"It's just heart warming.\"This account of how Mr Xiang extricated himself from a short squeeze that rocked the global metals markets is based on numerous interviews with people who were involved, all of whom requested anonymity. Multiple attempts to seek comment from Tsingshan were unsuccessful.Massive short squeezeMr Xiang had built up his massive short position in late 2021 and early 2022 partly as a hedge, partly as a bet that a planned jump in Tsingshan's production this year would drag down prices. But when Russia's invasion of Ukraine jolted global markets, nickel started climbing - gradually at first, before rocketing 250 per cent in an epic squeeze.On the evening of March 8, senior bankers crowded into a room at Tsingshan's headquarters demanding answers. Others dialed in for video calls from London or Singapore. Of those present, some didn't leave until early the next morning.More On This TopicXiang Guangda, the metals 'visionary' who brought nickel market to a standstillNickel trading halted after unprecedented 250% spike amid Russia supply fearsThe crowd that night was so large because Mr Xiang's position was spread across about 10 banks and brokers - he had been a good client for many of them, including JPMorgan, for years. But after nickel started spiking on March 7, Tsingshan struggled to meet its margin calls. Now he owed each of them hundreds of millions of dollars.The LME had eventually intervened to halt trading a couple of hours after nickel hit US$100,000. It also canceled billions of dollars of transactions, bringing the price back to US$48,078, where it closed the previous day, in what amounted to a lifeline for Mr Xiang and Tsingshan.To reopen the market, the LME proposed a solution: Mr Xiang should strike a deal with holders of long positions to close out his trade. But a price of around US$50,000 would be more than twice the level at which he had entered his short position, and would mean accepting billions of dollars in losses.Mr Xiang, who is in his early 60s, stood firm. From a start making frames for car doors and windows in Wenzhou, eastern China, he'd built Tsingshan into the world's largest nickel and stainless steel producer, with an empire stretching from mines in remote Indonesian islands to steel mills on China's east coast. Along the way, he'd acquired a reputation for visionary thinking and a taste for betting big.The spike in prices and the trading freeze caused havoc for companies that use nickel, like stainless steel mills and makers of batteries for electric vehicles. Some simply stopped taking new orders. On the LME, dealers were left frantically trying to recoup missed margin calls from clients who couldn't pay, and at least one had to seek financial support from its parent company.Yet with unprecedented chaos rippling through the industry, Mr Xiang - still facing his bankers in the early hours of March 9 - had a key advantage. They were more terrified than he was.If he refused to pay, they would have to chase him in courts in Indonesia and China. What's more, he had executed his nickel trade through a variety of corporate entities - such as the Hong Kong branch of battery unit Ruipu Energy - and it wasn't clear the banks would even have the right to seize Tsingshan's most valuable assets.JPMorgan, which had the biggest exposure, took the lead. The group included some international players like Standard Chartered Bank and BNP Paribas, but many were Chinese and Singaporean banks that had little experience handling a situation like this.Personal guaranteeMr Xiang told the assembled bankers he had no intention of closing the position anywhere near US$50,000. A few hours later he was delivering the same message to Matthew Chamberlain, chief executive of the LME. Tsingshan was a strong company, he said, and it had the support of the Chinese government. There would be no backing down.Instead, he wrote a list of the assets he was willing to put up as collateral: a string of ferronickel plants in Indonesia. But for some of the bankers, that wasn't enough. They wouldn't be able to do any due diligence on the Indonesian assets for weeks or months, and even those who worked closely with Tsingshan hadn't seen the facilities for years because of the pandemic.So Mr Xiang made a further concession that was both valuable and, in Chinese business culture, humbling: a personal guarantee. If Tsingshan didn't pay its debts, the bankers could turf him out of his home. That was what he was willing to offer. Take it or leave it.More On This TopicMetal traders reel as nickel chaos recalls market's darkest daysLondon Metal Exchange CEO calls for more powers to intervene as nickel trading halt continuesIt wasn't much of a choice. On March 14, a week after the chaos that engulfed the nickel market, Tsingshan announced a deal with its banks under which they agreed not to pursue the company for the billions it owed for a period of time. In exchange, Mr Xiang agreed a series of price levels at which he would reduce his nickel position once prices dropped below about US$30,000.When the market reopened two days later, prices moved lower, easing the strain on Mr Xiang and the banks. A brief dip below US$30,000 allowed Tsingshan to cover about 20 per cent of its short position.The pressure on the LME was only intensifying, however. The exchange's regulators launched reviews of its governance and oversight and many hedge funds were still furious at the LME's decision to cancel trades.Open interest across the exchange's six main metals slid to the lowest in more than a decade as traders headed for the exit.Each month, Tsingshan and its banks reviewed their standstill agreement. After the initial dip, nickel spent long stretches in limbo with prices hovering around US$33,000.It was a nervous time. Tsingshan still had a vast short position, meaning it and its banks could still be exposed to large losses if prices started rising again - for example, if sanctions against Russia led to an actual disruption in nickel supplies, which so far they hadn't.Finally, in May, prices tumbled decisively below the key US$30,000 level after China's lockdowns dented metals market sentiment. Over the following weeks, Tsingshan reduced its position - which in early March had been over 150,000 tons - to just 60,000 tons.By this point, prices were below the level at which Tsingshan had stopped being able to pay its margin calls in early March, which meant Mr Xiang no longer owed the banks any money.By the end of June Mr Xiang had exited his position entirely with JPMorgan and several other banks, leaving him with a remaining short of less than 20,000 tons.People familiar with the matter estimate Tsingshan's losses on the trade at around US$1 billion. Mr Xiang isn't concerned. The loss has been roughly offset by the profits of his nickel operations over the same period. The standstill agreement, which Mr Xiang extended from the initial three months, is set to expire in mid-July.Now 'Big Shot' is moving on with his life, focusing on plans for the future at Tsingshan, which had revenues of US$56 billion last year. His ability to trade on the LME may be reduced, for now at least, but he is still able to trade on the Shanghai Futures Exchange. He has ambitions to expand, not only in Asia, but also to Africa. And Tsingshan is as powerful as ever in the nickel market: a massive increase in production from his plants in Indonesia is one of the key factors driving prices lower, much as Mr Xiang predicted.But while Mr Xiang may be moving on, the LME is still dealing with the fallout. Regulators have pointed to the chaos in nickel as a sign of the risks lurking in commodity markets, and called for greater oversight of the entire sector. Hedge fund Elliot Investment Management and trading firm Jane Street have launched legal action against the LME, seeking nearly US$500 million.And the nickel market is still broken, say people involved in it, with both open interest and trading volumes stuck at sharply lower levels as traders step away from using LME prices in their contracts. Jim Lennon, a veteran nickel market-watcher and managing director of Red Door Research, estimates that less than 25 per cent of global nickel output is now being sold on the basis of LME prices, down from 50 per cent before the crisis in March.\"A lot of the industry now has temporarily disengaged from the LME,\" he says. \"The market is still functioning, but it's struggling.\"","news_type":1,"symbols_score_info":{"NIC.AU":0.9,"JJN":0.9,"NICK.UK":0.9}},"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072948353,"gmtCreate":1657944050172,"gmtModify":1676536086364,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"gg","listText":"gg","text":"gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072948353","repostId":"1198433593","repostType":4,"repost":{"id":"1198433593","kind":"news","pubTimestamp":1657932409,"share":"https://ttm.financial/m/news/1198433593?lang=&edition=fundamental","pubTime":"2022-07-16 08:46","market":"us","language":"en","title":"Should You Buy GOOG on Monday After Its Big Split?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198433593","media":"investorplace","summary":"You will see that Monday morning with shares ofAlphabet.But don’t get too excited. In this case, $113 = $2,260.That’s impossible, of course. So what’s going on?Stock splits do tend to attract investors. I closely monitor buying pressure in stocks as it is a sizable chunk of my quantitative analysis, so I do follow splits closely.Stocks also usually get at least a minor bump. Over the last five years, stocks that split are up one year later 61% of the time, according to the folks at Bespoke. But ","content":"<div>\n<p>We’ve talked about how some great stocks are on sale right now.Here’s one for you: What if a stock went from $2,260 per share to $113… in one day… and nothing about this dominant business changed?You ...</p>\n\n<a href=\"https://investorplace.com/2022/07/should-you-buy-goog-on-monday-after-its-big-split/\">Web Link</a>\n\n</div>\n","source":"lsy1606302653667","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>Should You Buy GOOG on Monday After Its Big Split?</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\">\nShould You Buy GOOG on Monday After Its Big Split?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-16 08:46 GMT+8 <a href=https://investorplace.com/2022/07/should-you-buy-goog-on-monday-after-its-big-split/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We’ve talked about how some great stocks are on sale right now.Here’s one for you: What if a stock went from $2,260 per share to $113… in one day… and nothing about this dominant business changed?You ...</p>\n\n<a href=\"https://investorplace.com/2022/07/should-you-buy-goog-on-monday-after-its-big-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://investorplace.com/2022/07/should-you-buy-goog-on-monday-after-its-big-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198433593","content_text":"We’ve talked about how some great stocks are on sale right now.Here’s one for you: What if a stock went from $2,260 per share to $113… in one day… and nothing about this dominant business changed?You will see that Monday morning with shares of Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL).But don’t get too excited. In this case, $113 = $2,260.That’s impossible, of course. So what’s going on?GOOG shares are splitting 20:1. After Friday’s close, every single GOOG share gets divided into 20 shares. There will now be 20X more shares on the market, but the price per share be 1/20th of what it used to be.This is not some once-in-a-lifetime bargain to jump on.However, interesting things can and do happen around stock splits. So in today’s Market360, let’s look at whether this particular split is a buying opportunity.Why Would GOOG Split?This is the second time in six weeks that a $2,000 stock has split 20-to-1.Amazon(NASDAQ:AMZN) closed at $2,447 on Friday, June 3. On Monday, June 6, it opened $125.25 after the split. Perhaps not coincidentally, the stock hit its highest price that day since the end of April. As of this writing, it is down about 10% since then.If it feels like you’ve been hearing a lot about stock splits, that’s not because the number of splits has gone up. It’s because big and well-known stocks are doing the splitting.In the last two years, Amazon,Apple(NASDAQ:AAPL),NVIDIA (NASDAQ:NVDA), andTesla (NASDAQ:TSLA) have all split. Tesla has another one in the works — a proposed 3-for-1 split shareholders will vote on at the company’s annual meeting Aug. 4. And one of the crazy meme stocks,GameStop(NYSE:GME), will split 4-for-1 next Friday, July 22.The main reason companies split is to make their shares cheaper. In Alphabet’s case, the 20-to-1 split is an instant 95% price cut. That makes the stock more affordable, especially to individual investors.Honestly, now that investors can buy fractional shares, splitting changes things less than it used to. Still, the companies want to make their stock as accessible as possible to retail investors, and a lower price is the best way to do that.Is the Split an Opportunity?Stock splits do tend to attract investors. I closely monitor buying pressure in stocks as it is a sizable chunk of my quantitative analysis, so I do follow splits closely.Stocks also usually get at least a minor bump. Over the last five years, stocks that split are up one year later 61% of the time, according to the folks at Bespoke. But the bottom line is less encouraging. Stocks that split outperformed the market less than half the time.A split by itself is not an automatic buy signal. It is a minor factor when compared to a company’s fundamentals.I have followed Alphabet for a long time. I still think of it as Google, even though it has been almost seven years since the name changed. As you may have seen,MarketWatchhas called me “the advisor who recommended Google before anyone else.”I still like it all of these years later. It is one of the biggest business success stories of our time.But that doesn’t mean I view the stock as a buy all of the time. In fact, right now I would consider it more of a hold.While I think the split could bring in new investors — in fact, I think it could pop 8% on Monday — the biggest problem right now is earnings momentum. Earnings are expected to shrink nearly 3% in the current quarter and about 1% for the fiscal year. Alphabet fell short of expectations last quarter by 3.6%, which isn’t a huge miss, but any miss for the company has been rare in recent years.So, should you run out and snap up shares of GOOG after the split?Well, according to myPortfolio Grader, the answer is no — though that doesn’t mean it’s a sell either.As you can see in the Report Card above, GOOG has been a “Hold” in my Portfolio Grader for about three months now. It holds a C-rating for its Fundamental Grade, which is not bad but reflective of the current earnings situation. Its Quantitative Rating is a bit higher at B, and that may hold up after the split if buying pressure builds.My recommendation is to hang on to GOOG if you own it, but I would be hesitant to buy it now if you don’t. Alphabet is a great company in the midst of an earnings lull, not unlike a lot of other companies. When that tide starts to run, I would expect it to again be a buy at its post-split share price.P.S.If you are looking for a stock to buy right now, I encourage you tocheck out my latest presentationwith the investor known as “The Prophet” — Whitney Tilson.Together, we’ve recommended 37 different stocks for gains of 1,000+%. And today, we’re both making the exact same big prediction.We cover a historic demoin downtown Houston, Texas, that could reshape the market and create millionaires on a single investment.And yes, we providea free recommendation.The only catch is, you’ll want to get in now… while prices are still cheap.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078366360,"gmtCreate":1657637067550,"gmtModify":1676536037545,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"gg","listText":"gg","text":"gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078366360","repostId":"2250793776","repostType":4,"repost":{"id":"2250793776","kind":"highlight","pubTimestamp":1657639817,"share":"https://ttm.financial/m/news/2250793776?lang=&edition=fundamental","pubTime":"2022-07-12 23:30","market":"us","language":"en","title":"2 ETFs Warren Buffett Owns Through Berkshire Hathaway -- Should You Buy Them Too?","url":"https://stock-news.laohu8.com/highlight/detail?id=2250793776","media":"Motley Fool","summary":"Not all of the stocks in Berkshire's portfolio are shares of individual companies.","content":"<div>\n<p>Berkshire Hathaway has the most closely followed stock portfolio in the world, and for a few good reasons. For one thing, it's a massive collection of investments. Even after the recent stock market ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/11/2-etfs-warren-buffett-owns-through-berkshire-hatha/\">Web Link</a>\n\n</div>\n","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>2 ETFs Warren Buffett Owns Through Berkshire Hathaway -- Should You Buy Them Too?</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\">\n2 ETFs Warren Buffett Owns Through Berkshire Hathaway -- Should You Buy Them Too?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-12 23:30 GMT+8 <a href=https://www.fool.com/investing/2022/07/11/2-etfs-warren-buffett-owns-through-berkshire-hatha/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway has the most closely followed stock portfolio in the world, and for a few good reasons. For one thing, it's a massive collection of investments. Even after the recent stock market ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/11/2-etfs-warren-buffett-owns-through-berkshire-hatha/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF","VOO":"Vanguard标普500ETF"},"source_url":"https://www.fool.com/investing/2022/07/11/2-etfs-warren-buffett-owns-through-berkshire-hatha/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250793776","content_text":"Berkshire Hathaway has the most closely followed stock portfolio in the world, and for a few good reasons. For one thing, it's a massive collection of investments. Even after the recent stock market downturn, Berkshire's portfolio is worth about $329 billion, making up more than half of the conglomerate's entire market cap. Second, the portfolio has a long history of market-beating investments that many investors would otherwise overlook or consider \"boring.\" And last but certainly not least, many of the investments in the portfolio were hand-selected by legendary investor Warren Buffett himself.However, a few years ago, Berkshire reported an interesting move in its portfolio. The company added shares of two exchange-traded funds, or Pacer Swan SOS Fund of Funds ETF|ETFs. And while these are relatively small investments for Berkshire, it represents Berkshire's first major index fund investments. Here's a look at Berkshire's two ETFs and why they could be some of Warren Buffett's favorite investments even though they currently make up a tiny fraction of Berkshire's overall portfolio.Berkshire's two ETFsThe two ETFs in Berkshire Hathaway's stock portfolio are the SPDR S&P 500 ETF Trust and the Vanguard S&P 500 ETF. And they are both very similar. Both are S&P 500 index funds, which means they are designed to deliver the same long-term performance as the S&P 500 index.The basic idea is that these funds pool investors' assets to buy shares of all 500 companies in the S&P 500 index, and in the same weightings as the index (more shares of larger companies). Both have low expense ratios, or investment fees, with the Vanguard fund charging just 0.03% of assets as an annualized fee, while the SPDR fund has a higher but still very low 0.09% expense ratio.Buffett is a big fan of index funds like theseBuffett has referred to the S&P 500 as a bet on large American business, and that has historically been a good bet. In fact, a $10,000 investment in the S&P 500 would grow to more than $450,000 over 40 years at the index's historic rate of return.Not only does Buffett believe the S&P 500 is an extraordinary tool for long-term investors, but he's a big fan of investing in low-cost index funds for the majority of people. Obviously, we love researching and investing in individual stocks at The Motley Fool and Buffett does as well -- but the fact is, the majority of Americans don't have the time, knowledge, or desire to do it right. Buffett has advised investors \"if you like spending six to eight hours per week working on investments, do it. If you don't then dollar-cost average into index funds.\"Buffett has said many times that index funds are the best way to invest for most people and claims that they'll outperform most other investors over time -- including hedge fund managers. In fact, in 2007, Buffett bet hedge fund manager Ted Seides that an S&P 500 index fund would beat a basket of at least five hedge funds of Seides' choosing over a 10-year period. The results weren't even close. The S&P 500 index fund delivered a 99% total return over the decade (which included the financial crisis), while the hedge fund basket managed just 24%.So, although both ETF positions are small parts of Berkshire's portfolio (about $30 million total), Buffett is a big fan of these investments. In fact, he has directed that when he passes, 90% of his wife's inheritance is to be placed in a low-cost S&P 500 index fund like these. And even if you're a fan of individual stock investing like I am, a simple S&P 500 index fund can be an excellent \"backbone\" of any portfolio.","news_type":1,"symbols_score_info":{"SPY":0.9,"VOO":0.9}},"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078368409,"gmtCreate":1657637048501,"gmtModify":1676536037545,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"gg","listText":"gg","text":"gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078368409","repostId":"2250793776","repostType":4,"repost":{"id":"2250793776","kind":"highlight","pubTimestamp":1657639817,"share":"https://ttm.financial/m/news/2250793776?lang=&edition=fundamental","pubTime":"2022-07-12 23:30","market":"us","language":"en","title":"2 ETFs Warren Buffett Owns Through Berkshire Hathaway -- Should You Buy Them Too?","url":"https://stock-news.laohu8.com/highlight/detail?id=2250793776","media":"Motley Fool","summary":"Not all of the stocks in Berkshire's portfolio are shares of individual companies.","content":"<div>\n<p>Berkshire Hathaway has the most closely followed stock portfolio in the world, and for a few good reasons. For one thing, it's a massive collection of investments. Even after the recent stock market ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/11/2-etfs-warren-buffett-owns-through-berkshire-hatha/\">Web Link</a>\n\n</div>\n","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>2 ETFs Warren Buffett Owns Through Berkshire Hathaway -- Should You Buy Them Too?</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\">\n2 ETFs Warren Buffett Owns Through Berkshire Hathaway -- Should You Buy Them Too?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-12 23:30 GMT+8 <a href=https://www.fool.com/investing/2022/07/11/2-etfs-warren-buffett-owns-through-berkshire-hatha/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway has the most closely followed stock portfolio in the world, and for a few good reasons. For one thing, it's a massive collection of investments. Even after the recent stock market ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/11/2-etfs-warren-buffett-owns-through-berkshire-hatha/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF","VOO":"Vanguard标普500ETF"},"source_url":"https://www.fool.com/investing/2022/07/11/2-etfs-warren-buffett-owns-through-berkshire-hatha/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250793776","content_text":"Berkshire Hathaway has the most closely followed stock portfolio in the world, and for a few good reasons. For one thing, it's a massive collection of investments. Even after the recent stock market downturn, Berkshire's portfolio is worth about $329 billion, making up more than half of the conglomerate's entire market cap. Second, the portfolio has a long history of market-beating investments that many investors would otherwise overlook or consider \"boring.\" And last but certainly not least, many of the investments in the portfolio were hand-selected by legendary investor Warren Buffett himself.However, a few years ago, Berkshire reported an interesting move in its portfolio. The company added shares of two exchange-traded funds, or Pacer Swan SOS Fund of Funds ETF|ETFs. And while these are relatively small investments for Berkshire, it represents Berkshire's first major index fund investments. Here's a look at Berkshire's two ETFs and why they could be some of Warren Buffett's favorite investments even though they currently make up a tiny fraction of Berkshire's overall portfolio.Berkshire's two ETFsThe two ETFs in Berkshire Hathaway's stock portfolio are the SPDR S&P 500 ETF Trust and the Vanguard S&P 500 ETF. And they are both very similar. Both are S&P 500 index funds, which means they are designed to deliver the same long-term performance as the S&P 500 index.The basic idea is that these funds pool investors' assets to buy shares of all 500 companies in the S&P 500 index, and in the same weightings as the index (more shares of larger companies). Both have low expense ratios, or investment fees, with the Vanguard fund charging just 0.03% of assets as an annualized fee, while the SPDR fund has a higher but still very low 0.09% expense ratio.Buffett is a big fan of index funds like theseBuffett has referred to the S&P 500 as a bet on large American business, and that has historically been a good bet. In fact, a $10,000 investment in the S&P 500 would grow to more than $450,000 over 40 years at the index's historic rate of return.Not only does Buffett believe the S&P 500 is an extraordinary tool for long-term investors, but he's a big fan of investing in low-cost index funds for the majority of people. Obviously, we love researching and investing in individual stocks at The Motley Fool and Buffett does as well -- but the fact is, the majority of Americans don't have the time, knowledge, or desire to do it right. Buffett has advised investors \"if you like spending six to eight hours per week working on investments, do it. If you don't then dollar-cost average into index funds.\"Buffett has said many times that index funds are the best way to invest for most people and claims that they'll outperform most other investors over time -- including hedge fund managers. In fact, in 2007, Buffett bet hedge fund manager Ted Seides that an S&P 500 index fund would beat a basket of at least five hedge funds of Seides' choosing over a 10-year period. The results weren't even close. The S&P 500 index fund delivered a 99% total return over the decade (which included the financial crisis), while the hedge fund basket managed just 24%.So, although both ETF positions are small parts of Berkshire's portfolio (about $30 million total), Buffett is a big fan of these investments. In fact, he has directed that when he passes, 90% of his wife's inheritance is to be placed in a low-cost S&P 500 index fund like these. And even if you're a fan of individual stock investing like I am, a simple S&P 500 index fund can be an excellent \"backbone\" of any portfolio.","news_type":1,"symbols_score_info":{"SPY":0.9,"VOO":0.9}},"isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079877581,"gmtCreate":1657181839943,"gmtModify":1676535965293,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"gg","listText":"gg","text":"gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079877581","repostId":"1154747137","repostType":4,"repost":{"id":"1154747137","kind":"news","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":1657193932,"share":"https://ttm.financial/m/news/1154747137?lang=&edition=fundamental","pubTime":"2022-07-07 19:38","market":"nz","language":"en","title":"Boris Johnson Resigns As British PM","url":"https://stock-news.laohu8.com/highlight/detail?id=1154747137","media":"Reuters","summary":"LONDON, July 7 (Reuters) - Boris Johnson said on Thursday he was resigning as Britain's prime minist","content":"<html><head></head><body><p>LONDON, July 7 (Reuters) - Boris Johnson said on Thursday he was resigning as Britain's prime minister, bowing to calls from ministerial colleagues and lawmakers in his Conservative Party.</p><p>"The process of choosing that new leader should begin now," Johnson said at the door of Number 10 Downing Street.</p><p>"And today I have appointed a cabinet to serve, as I will, until a new leader is in place."</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>Boris Johnson Resigns As British PM</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\">\nBoris Johnson Resigns As British PM\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-07 19:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>LONDON, July 7 (Reuters) - Boris Johnson said on Thursday he was resigning as Britain's prime minister, bowing to calls from ministerial colleagues and lawmakers in his Conservative Party.</p><p>"The process of choosing that new leader should begin now," Johnson said at the door of Number 10 Downing Street.</p><p>"And today I have appointed a cabinet to serve, as I will, until a new leader is in place."</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VUKE.UK":"英国富时100"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154747137","content_text":"LONDON, July 7 (Reuters) - Boris Johnson said on Thursday he was resigning as Britain's prime minister, bowing to calls from ministerial colleagues and lawmakers in his Conservative Party.\"The process of choosing that new leader should begin now,\" Johnson said at the door of Number 10 Downing Street.\"And today I have appointed a cabinet to serve, as I will, until a new leader is in place.\"","news_type":1,"symbols_score_info":{"VUKE.UK":0.9}},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9039099418,"gmtCreate":1645837425562,"gmtModify":1676534068751,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039099418","repostId":"2214433184","repostType":4,"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832172570,"gmtCreate":1629602023290,"gmtModify":1676530077514,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832172570","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8 <a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNPS":"新思科技","NVDA":"英伟达","GOOG":"谷歌","AAPL":"苹果","ON":"安森美半导体","SOXX":"iShares费城交易所半导体ETF","GOOGL":"谷歌A","QCOM":"高通","CDNS":"铿腾电子","AMZN":"亚马逊","TSM":"台积电","SSNLF":"三星电子","ASML":"阿斯麦"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"QCOM":0.9,"CDNS":0.9,"GOOGL":0.9,"ON":0.9,"SSNLF":0.9,"AMZN":0.9,"ASML":0.9,"SNPS":0.9,"SOXX":0.9,"TSM":0.9,"AAPL":0.9,"NVDA":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158750105,"gmtCreate":1625183388907,"gmtModify":1703737743499,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/158750105","repostId":"1175817125","repostType":4,"repost":{"id":"1175817125","kind":"news","pubTimestamp":1625180880,"share":"https://ttm.financial/m/news/1175817125?lang=&edition=fundamental","pubTime":"2021-07-02 07:08","market":"us","language":"en","title":"S&P 500 winning streak extends to sixth straight record close","url":"https://stock-news.laohu8.com/highlight/detail?id=1175817125","media":"Reuters","summary":"NEW YORK - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.Investors now eye Friday’s much-anticipated employment report.The bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.“Historical data shows if you have a strong first half, the second half of the year was ac","content":"<p>NEW YORK (Reuters) - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.</p>\n<p>Investors now eye Friday’s much-anticipated employment report.</p>\n<p>The bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.</p>\n<p>“Historical data shows if you have a strong first half, the second half of the year was actually going even stronger,” said Ross Mayfield, investment strategy analyst with Baird Private Wealth.</p>\n<p>All three major U.S. stock indexes ended the session in positive territory, but a decline in tech shares - led by microchips - tempered the Nasdaq’s gain.</p>\n<p>The Philadelphia SE Semiconductor index slid 1.5%</p>\n<p>“For markets so far this year, boring is beautiful,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York. “Economic growth has been strong enough to support prices and many asset classes are trading with historically low volatility.”</p>\n<p>“It feels like investors left for the Fourth of July weekend about three months ago.”</p>\n<p>The ongoing worker shortage, attributed to federal emergency unemployment benefits, a childcare shortage and lingering pandemic fears, was a common theme in the day’s economic data.</p>\n<p>Jobless claims continued their downward trajectory according to the Labor Department, touching their lowest level since the pandemic shutdown, and a report from Challenger, Gray & Christmas showed planned layoffs by U.S. firms were down 88% from last year, hitting a 21-year low.</p>\n<p>Activity at U.S. factories expanded at a slightly decelerated pace in June, according to the Institute for Supply Management’s (ISM) purchasing managers’ index (PMI), with the employment component dipping into contraction for the first time since November. The prices paid index, driven higher by the current demand/supply imbalance, soared to its highest level since 1979, according to ISM.</p>\n<p>“The employment and manufacturing data released today supported the idea of continued growth but at a decelerated rate,” Carter added.</p>\n<p>Friday’s hotly anticipated jobs report is expected to show payrolls growing by 700,000 and unemployment inching down to 5.7%. A robust upside surprise could lead the U.S. Federal Reserve to adjust its timetable for tapering its securities purchases and raising key interest rates.</p>\n<p>“Too-strong economic data could perversely be a bad thing for markets if it caused the Fed to raise rates faster than expected,” Carter said. “Weak employment data may actually be welcomed.”</p>\n<p>The Dow Jones Industrial Average rose 131.02 points, or 0.38%, to 34,633.53, the S&P 500 gained 22.44 points, or 0.52%, to 4,319.94 and the Nasdaq Composite added 18.42 points, or 0.13%, to 14,522.38.</p>\n<p>Of the 11 major sectors in the S&P 500, consumer staples was the sole loser, shedding 0.3%.</p>\n<p>Walgreens Boots Alliance Inc dropped 7.4% after it said it expects to administer fewer COVID-19 vaccine shots in the fourth quarter.</p>\n<p>Didi Global Inc jumped 16.0%, on its second day of trading as a U.S.-listed company.</p>\n<p>Micron Technology Inc slid by 5.7% following a report that Texas Instruments would buy Micron’s Lehi, Utah, factory for $900 million.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.32-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 78 new highs and 30 new lows.</p>\n<p>Volume on U.S. exchanges was 9.53 billion shares, compared with the 10.9 billion average over the last 20 trading days.</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>S&P 500 winning streak extends to sixth straight record close</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 winning streak extends to sixth straight record close\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 07:08 GMT+8 <a href=https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-winning-streak-extends-to-sixth-straight-record-close-idUSL2N2OD332><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-winning-streak-extends-to-sixth-straight-record-close-idUSL2N2OD332\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-winning-streak-extends-to-sixth-straight-record-close-idUSL2N2OD332","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175817125","content_text":"NEW YORK (Reuters) - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.\nInvestors now eye Friday’s much-anticipated employment report.\nThe bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.\n“Historical data shows if you have a strong first half, the second half of the year was actually going even stronger,” said Ross Mayfield, investment strategy analyst with Baird Private Wealth.\nAll three major U.S. stock indexes ended the session in positive territory, but a decline in tech shares - led by microchips - tempered the Nasdaq’s gain.\nThe Philadelphia SE Semiconductor index slid 1.5%\n“For markets so far this year, boring is beautiful,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York. “Economic growth has been strong enough to support prices and many asset classes are trading with historically low volatility.”\n“It feels like investors left for the Fourth of July weekend about three months ago.”\nThe ongoing worker shortage, attributed to federal emergency unemployment benefits, a childcare shortage and lingering pandemic fears, was a common theme in the day’s economic data.\nJobless claims continued their downward trajectory according to the Labor Department, touching their lowest level since the pandemic shutdown, and a report from Challenger, Gray & Christmas showed planned layoffs by U.S. firms were down 88% from last year, hitting a 21-year low.\nActivity at U.S. factories expanded at a slightly decelerated pace in June, according to the Institute for Supply Management’s (ISM) purchasing managers’ index (PMI), with the employment component dipping into contraction for the first time since November. The prices paid index, driven higher by the current demand/supply imbalance, soared to its highest level since 1979, according to ISM.\n“The employment and manufacturing data released today supported the idea of continued growth but at a decelerated rate,” Carter added.\nFriday’s hotly anticipated jobs report is expected to show payrolls growing by 700,000 and unemployment inching down to 5.7%. A robust upside surprise could lead the U.S. Federal Reserve to adjust its timetable for tapering its securities purchases and raising key interest rates.\n“Too-strong economic data could perversely be a bad thing for markets if it caused the Fed to raise rates faster than expected,” Carter said. “Weak employment data may actually be welcomed.”\nThe Dow Jones Industrial Average rose 131.02 points, or 0.38%, to 34,633.53, the S&P 500 gained 22.44 points, or 0.52%, to 4,319.94 and the Nasdaq Composite added 18.42 points, or 0.13%, to 14,522.38.\nOf the 11 major sectors in the S&P 500, consumer staples was the sole loser, shedding 0.3%.\nWalgreens Boots Alliance Inc dropped 7.4% after it said it expects to administer fewer COVID-19 vaccine shots in the fourth quarter.\nDidi Global Inc jumped 16.0%, on its second day of trading as a U.S.-listed company.\nMicron Technology Inc slid by 5.7% following a report that Texas Instruments would buy Micron’s Lehi, Utah, factory for $900 million.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.32-to-1 ratio favored advancers.\nThe S&P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 78 new highs and 30 new lows.\nVolume on U.S. exchanges was 9.53 billion shares, compared with the 10.9 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024599028,"gmtCreate":1653881105964,"gmtModify":1676535357040,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"gg","listText":"gg","text":"gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024599028","repostId":"2239733199","repostType":4,"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173015815,"gmtCreate":1626585147037,"gmtModify":1703762075199,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/173015815","repostId":"1183956332","repostType":4,"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124507325,"gmtCreate":1624770400967,"gmtModify":1703844882715,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"GG","listText":"GG","text":"GG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/124507325","repostId":"2146090006","repostType":4,"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135602523,"gmtCreate":1622159970062,"gmtModify":1704180473315,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/135602523","repostId":"2138179881","repostType":4,"repost":{"id":"2138179881","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1622145658,"share":"https://ttm.financial/m/news/2138179881?lang=&edition=fundamental","pubTime":"2021-05-28 04:00","market":"us","language":"en","title":"Wall Street ekes out gain as weekly jobless claims fall","url":"https://stock-news.laohu8.com/highlight/detail?id=2138179881","media":"Reuters","summary":"Boeing climbs on rival Airbus' strong forecastNvidia beats forecast but shares dipKaplan says labor ","content":"<ul><li>Boeing climbs on rival Airbus' strong forecast</li><li>Nvidia beats forecast but shares dip</li><li>Kaplan says labor market tighter than realized</li></ul><p>NEW YORK, May 27 (Reuters) - U.S. stocks advanced slightly on Thursday, as data showing improvement in the labor market helped bolster expectations in the economic recovery and spurred a minor rotation towards stocks seen as more likely to benefit from the rebound.</p><p>The number of Americans filing new unemployment claims dropped more than expected last week to a 14-month low of 406,000 as pandemic restrictions continue to be lifted, while a separate report showed business spending on equipment picked up speed.</p><p>The data helped lift U.S. Treasury yields, with the benchmark 10-year note reaching a high of 1.625% and denting the attractiveness of higher-growth names in areas such as technology while helping those seen as more likely to benefit from an improving economy such as financials and small caps .</p><p>Still, the 10-year yield remained within the range it has been in for several days, which served to keep inflation concerns in check and limited the rotation within sectors.</p><p>Investors have been closely watching economic data and comments from Federal Reserve officials for signs of runaway inflation and the possibility the central bank may begin to pull back on its massive stimulus measures.</p><p>\"When you look at the jobless claims that actually shows we're continuing to make progress, if we get a strong jobs report in the next release that's going to provide some support, until then there's uncertainty so I don't think there's a lot of momentum either way,\" said Brad McMillan, chief investment officer for Commonwealth Financial Network, in Waltham, Mass.</p><p>\"We've had the Fed come out and say we're going to continue to support things but now we're starting to be a little bit nervous, that's obviously a headwind.\"</p><p>Unofficially, the Dow Jones Industrial Average rose 136.72 points, or 0.4%, to 34,459.77, the S&P 500 gained 4.81 points, or 0.11%, to 4,200.8 and the Nasdaq Composite dropped 1.62 points, or 0.01%, to 13,736.38.</p><p>Weighed down by weakness in tech shares, the Nasdaq underperformed the Dow and S&P.</p><p>U.S. planemaker Boeing climbed after its European rival Airbus outlined an almost two-fold increase in production, citing a strong recovery in aviation from the COVID-19 pandemic.</p><p>Boeing supplier General Electric jumped and the two were the biggest boost to the S&P industrials , the best performing sector on the day.</p><p>Investors will now look to the personal consumption expenditure report due on Friday as it is the central bank's preferred inflation measure for its 2% long-term target.</p><p>Fed officials have repeatedly maintained in recent days that the central bank is not ready to adjust its monetary support, although some have suggested they are open to begin discussing the reduction of its bond-buying plan. On Thursday, Federal Reserve Bank of Dallas President Robert Kaplan said the labor market is tighter than many realize.</p><p>Strategists expect the S&P 500 to end the year at about 4,300, according to a Reuters poll. The benchmark index is currently less than 1% away from its record high of 4,238.04 points.</p><p>Nvidia Corp forecast second-quarter revenue above analysts' estimates, but shares fell as the chipmaker could not say for certain how much of its recent revenue rise was driven by the volatile cryptocurrency-mining market.</p><p>(Reporting by Chuck Mikolajczak; Additional reporting by Sinéad Carew in New York; Editing by Lisa Shumaker)</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>Wall Street ekes out gain as weekly jobless claims fall</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\">\nWall Street ekes out gain as weekly jobless claims fall\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\">2021-05-28 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul><li>Boeing climbs on rival Airbus' strong forecast</li><li>Nvidia beats forecast but shares dip</li><li>Kaplan says labor market tighter than realized</li></ul><p>NEW YORK, May 27 (Reuters) - U.S. stocks advanced slightly on Thursday, as data showing improvement in the labor market helped bolster expectations in the economic recovery and spurred a minor rotation towards stocks seen as more likely to benefit from the rebound.</p><p>The number of Americans filing new unemployment claims dropped more than expected last week to a 14-month low of 406,000 as pandemic restrictions continue to be lifted, while a separate report showed business spending on equipment picked up speed.</p><p>The data helped lift U.S. Treasury yields, with the benchmark 10-year note reaching a high of 1.625% and denting the attractiveness of higher-growth names in areas such as technology while helping those seen as more likely to benefit from an improving economy such as financials and small caps .</p><p>Still, the 10-year yield remained within the range it has been in for several days, which served to keep inflation concerns in check and limited the rotation within sectors.</p><p>Investors have been closely watching economic data and comments from Federal Reserve officials for signs of runaway inflation and the possibility the central bank may begin to pull back on its massive stimulus measures.</p><p>\"When you look at the jobless claims that actually shows we're continuing to make progress, if we get a strong jobs report in the next release that's going to provide some support, until then there's uncertainty so I don't think there's a lot of momentum either way,\" said Brad McMillan, chief investment officer for Commonwealth Financial Network, in Waltham, Mass.</p><p>\"We've had the Fed come out and say we're going to continue to support things but now we're starting to be a little bit nervous, that's obviously a headwind.\"</p><p>Unofficially, the Dow Jones Industrial Average rose 136.72 points, or 0.4%, to 34,459.77, the S&P 500 gained 4.81 points, or 0.11%, to 4,200.8 and the Nasdaq Composite dropped 1.62 points, or 0.01%, to 13,736.38.</p><p>Weighed down by weakness in tech shares, the Nasdaq underperformed the Dow and S&P.</p><p>U.S. planemaker Boeing climbed after its European rival Airbus outlined an almost two-fold increase in production, citing a strong recovery in aviation from the COVID-19 pandemic.</p><p>Boeing supplier General Electric jumped and the two were the biggest boost to the S&P industrials , the best performing sector on the day.</p><p>Investors will now look to the personal consumption expenditure report due on Friday as it is the central bank's preferred inflation measure for its 2% long-term target.</p><p>Fed officials have repeatedly maintained in recent days that the central bank is not ready to adjust its monetary support, although some have suggested they are open to begin discussing the reduction of its bond-buying plan. On Thursday, Federal Reserve Bank of Dallas President Robert Kaplan said the labor market is tighter than many realize.</p><p>Strategists expect the S&P 500 to end the year at about 4,300, according to a Reuters poll. The benchmark index is currently less than 1% away from its record high of 4,238.04 points.</p><p>Nvidia Corp forecast second-quarter revenue above analysts' estimates, but shares fell as the chipmaker could not say for certain how much of its recent revenue rise was driven by the volatile cryptocurrency-mining market.</p><p>(Reporting by Chuck Mikolajczak; Additional reporting by Sinéad Carew in New York; Editing by Lisa Shumaker)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","PSQ":"做空纳斯达克100指数ETF-ProShares",".SPX":"S&P 500 Index","QQQ":"纳指100ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","SDOW":"三倍做空道指30ETF-ProShares","TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF","DJX":"1/100道琼斯","UDOW":"三倍做多道指30ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","DOG":"道指ETF-ProShares做空","QID":"两倍做空纳斯达克指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","BA":"波音"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138179881","content_text":"Boeing climbs on rival Airbus' strong forecastNvidia beats forecast but shares dipKaplan says labor market tighter than realizedNEW YORK, May 27 (Reuters) - U.S. stocks advanced slightly on Thursday, as data showing improvement in the labor market helped bolster expectations in the economic recovery and spurred a minor rotation towards stocks seen as more likely to benefit from the rebound.The number of Americans filing new unemployment claims dropped more than expected last week to a 14-month low of 406,000 as pandemic restrictions continue to be lifted, while a separate report showed business spending on equipment picked up speed.The data helped lift U.S. Treasury yields, with the benchmark 10-year note reaching a high of 1.625% and denting the attractiveness of higher-growth names in areas such as technology while helping those seen as more likely to benefit from an improving economy such as financials and small caps .Still, the 10-year yield remained within the range it has been in for several days, which served to keep inflation concerns in check and limited the rotation within sectors.Investors have been closely watching economic data and comments from Federal Reserve officials for signs of runaway inflation and the possibility the central bank may begin to pull back on its massive stimulus measures.\"When you look at the jobless claims that actually shows we're continuing to make progress, if we get a strong jobs report in the next release that's going to provide some support, until then there's uncertainty so I don't think there's a lot of momentum either way,\" said Brad McMillan, chief investment officer for Commonwealth Financial Network, in Waltham, Mass.\"We've had the Fed come out and say we're going to continue to support things but now we're starting to be a little bit nervous, that's obviously a headwind.\"Unofficially, the Dow Jones Industrial Average rose 136.72 points, or 0.4%, to 34,459.77, the S&P 500 gained 4.81 points, or 0.11%, to 4,200.8 and the Nasdaq Composite dropped 1.62 points, or 0.01%, to 13,736.38.Weighed down by weakness in tech shares, the Nasdaq underperformed the Dow and S&P.U.S. planemaker Boeing climbed after its European rival Airbus outlined an almost two-fold increase in production, citing a strong recovery in aviation from the COVID-19 pandemic.Boeing supplier General Electric jumped and the two were the biggest boost to the S&P industrials , the best performing sector on the day.Investors will now look to the personal consumption expenditure report due on Friday as it is the central bank's preferred inflation measure for its 2% long-term target.Fed officials have repeatedly maintained in recent days that the central bank is not ready to adjust its monetary support, although some have suggested they are open to begin discussing the reduction of its bond-buying plan. On Thursday, Federal Reserve Bank of Dallas President Robert Kaplan said the labor market is tighter than many realize.Strategists expect the S&P 500 to end the year at about 4,300, according to a Reuters poll. The benchmark index is currently less than 1% away from its record high of 4,238.04 points.Nvidia Corp forecast second-quarter revenue above analysts' estimates, but shares fell as the chipmaker could not say for certain how much of its recent revenue rise was driven by the volatile cryptocurrency-mining market.(Reporting by Chuck Mikolajczak; Additional reporting by Sinéad Carew in New York; Editing by Lisa Shumaker)","news_type":1,"symbols_score_info":{"QLD":0.9,".DJI":0.9,"QQQ":0.9,"DOG":0.9,".IXIC":0.9,"QID":0.9,"MNQmain":0.9,"DJX":0.9,"SDOW":0.9,"PSQ":0.9,"TQQQ":0.9,"DDM":0.9,"UDOW":0.9,"SQQQ":0.9,"NQmain":0.9,"DXD":0.9,".SPX":0.9,"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024590719,"gmtCreate":1653881078131,"gmtModify":1676535356984,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"gg","listText":"gg","text":"gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024590719","repostId":"2239733199","repostType":4,"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097820720,"gmtCreate":1645411806992,"gmtModify":1676534025619,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097820720","repostId":"2213670409","repostType":4,"repost":{"id":"2213670409","kind":"news","pubTimestamp":1645399123,"share":"https://ttm.financial/m/news/2213670409?lang=&edition=fundamental","pubTime":"2022-02-21 07:18","market":"us","language":"en","title":"PCE Inflation, Consumer Confidence: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2213670409","media":"Yahoo Finance","summary":"After stocks endured a second straight week of selling last week, investors will be looking to a sla","content":"<html><head></head><body><p>After stocks endured a second straight week of selling last week, investors will be looking to a slate of fresh economic and earnings data as a catalyst for a potential reprieve.</p><p>The U.S. stock and bond markets will be closed Monday in observance of the Presidents Day holiday, so new data releases will be consolidated to the later part of the week. And updates on tensions in Russia and Ukraine will also remain in focus throughout the week after stocks sank to their lowest levels in a month on Friday, amid concerns about the escalating geopolitical conflict.</p><p>While the emerging threat of military conflict has overshadowed many other worries in the markets, inflation has still remained a central issue for investors. Inflation has implications both in informing the speed at which the Federal Reserve tightens monetary policy, and the extent to which consumers pull back on spending and slow overall economic activity in response to rising prices.</p><p>"I really think most of the Russia-Ukraine volatility occurred in the energy space, particularly with oil. I think the rest of the volatility in the broader market has to do with the Fed tightening conversation," Frances Stacy, Optimal Capital director of strategy, told Yahoo Finance Live on Friday. "We're looking at this sort of aggressive tightening against this backdrop of inflation, and I think that that's what's causing the volatility."</p><p>On Friday, the Bureau of Economic Analysis will release its monthly personal consumption expenditures (PCE) deflator, offering a fresh print on the extent of price increases across the recovering economy.</p><p>Consensus economists expect the PCE to post a rise of another 0.6% in January, according to Bloomberg data, accelerating from December's 0.4% increase. This would represent a 14th consecutive monthly increase, and bring the index up by 6.0% on a year-over-year basis. This, in turn, would mark the fastest increase since 1982, and also accelerate from December's 5.8% annual rise.</p><p><img src=\"https://static.tigerbbs.com/83b39365db67b4cbe5d9181911de7b8a\" tg-width=\"4421\" tg-height=\"2947\" referrerpolicy=\"no-referrer\"/></p><p>The core PCE index — the Fed's preferred gauge of underlying inflation stripping out volatile food and energy prices — likely also ramped compared to December's index. Consensus economists are looking for a 5.2% increase in core PCE in January, compared to December's 4.9% rise.</p><p>Expectations for the latest inflation print suggest the economy has still not yet seen the peak in price increases. And increasingly, central bank officials have come around to the notion that inflation has remained stickier than previously expected, especially as supply chain issues and virus-related disruptions persist.</p><p>"Since the December meeting, I would say that the inflation situation is about the same but probably slightly worse," Federal Reserve Chair Jerome Powell said in a January press conference. "I’d be inclined to raise my own estimate of 2022 core PCE inflation ... by a few tenths today."</p><p>And the latest print on PCE will likely reaffirm readings from other closely watched inflation prints. The January Consumer Price Index (CPI) jumped by 7.5% year-over-year to represent the largest increase since 1982, accelerating markedly from the 7.0% increase from December. And on the producer side, wholesale prices jumped 9.7% year-on-year in January, ticking down only slightly from December's record increase of 9.8%.</p><h2>Consumer confidence</h2><h2></h2><p>Despite the mounting inflationary pressures, however, consumers have largely continued to spend. Retail sales rose by a better-than-expected 3.8% in January, marking the biggest jump since March 2021 and exceeding estimates.</p><p>And this steady consumption has come even as consumers increasingly cited inflation as a key concern for their own personal finances. Average hourly wages have also climbed in recent months, but have still not kept pace with inflation.</p><p>"The resilience of spending stands in stark contrast to the slump in consumer confidence, with households upping their purchases of big ticket items while simultaneously reporting that now is a particularly bad time to make those purchases," Paul Ashworth, chief North American economist for Capital Economics, wrote in a note. "The surge in inflation is the root cause of consumer angst. Sentiment should improve as inflation falls back later this year, but the current weakness is a reminder that real consumption growth will be muted this year."</p><p>The Conference Board's Consumer Confidence Index due for release on Tuesday will help provide a timely snapshot of consumers' thinking following the latest spike in prices at the beginning of the year. Consensus economists are looking for the index to fall to 110.0 for February, which would mark the lowest level since September 2021, when the Delta variant had weighed on consumers' outlooks. The consumer confidence index had been at 113.8 in January.</p><h2>Earnings season rolls on</h2><h2><img src=\"https://static.tigerbbs.com/2704a78dbeac36d3a78a7c3a7e70f026\" tg-width=\"1878\" tg-height=\"2016\" width=\"100%\" height=\"auto\"/></h2><p>Investors will also receive a number of new earnings results this week, with major retailers including Home Depot (HD), Lowe's (LOW), Macy's (M) and The TJX Cos. (TJX) reporting alongside other closely watched names from Coinbase (COIN) to <a href=\"https://laohu8.com/S/W\">Wayfair</a> (W) and Nikola (NKLA).</p><p>So far this earnings season, corporate profits have remained robust, albeit while slowing compared to prior quarters. As of Friday, 84% of S&P 500 companies had reported actual fourth-quarter earnings results, according to FactSet. And the estimated earnings growth rate for S&P 500 companies in aggregate stood at 30.9%, compared to about 40% from the third quarter.</p><p>Still, the estimated earnings growth rate for the fourth quarter has trended continuously higher as more companies reported better-than-expected results. On December 31, the estimated earnings growth rate for the fourth quarter had been at just 21.2%.</p><p>But while results for many companies have been positive for the final three months of 2021, outlooks have weakened, reflecting lingering supply chain uncertainty, rising prices and other macro concerns. FactSet noted that of companies that held their earnings conference calls between Dec. 15 and Feb. 17, 72% of the corporations mentioned "inflation."</p><p>"In terms of earnings guidance from corporations, 71% of the S&P 500 companies (55 out of 77) that have issued EPS [earnings per share] guidance for Q1 2022 have issued negative guidance," FactSet's John Butters wrote in a note Friday. "This is the highest percentage of S&P 500 companies issuing negative guidance since Q3 2019 (73%)."</p><p>"Thus, the market may be reacting more to the negative earnings guidance and downward estimates revisions for the first quarter of 2022 than the earnings surprises being reported for the fourth-quarter of 2021," Butters added.</p><h2>Economic calendar</h2><ul><li><p><b>Monday: </b><i>No notable reports scheduled for release</i></p></li><li><p><b>Tuesday: </b>FHFA House Price Index, December (1.1% expected, 1.1% in November); S&P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20-City Composite Index, December month-over-month (1.10% expected, 1.18% in November); S&P CoreLogic Case-Shiller 20-City Composite Index, December year-over-year (18.30% expected, 18.29% in November); <a href=\"https://laohu8.com/S/MRKT\">Markit</a> U.S. Manufacturing PMI, February preliminary (56.0 expected, 55.5 in January); Markit U.S. Services PMI, February preliminary (53.0 expected, 51.2 in January); Markit U.S. Composite PMI, February preliminary (51.1 in January); Conference Board Consumer Confidence Index, February (110.0 expected, 113.8 in January); Richmond Fed Manufacturing Index, February (10 expected, 8 in January)</p></li><li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended February 18 (-5.4% during prior week)</p></li><li><p><b>Thursday: </b>Chicago Fed National Activity Index, January (-0.15 in December); GDP annualized, quarter-over-quarter, 4Q second estimate (7.0% expected, 6.9% in prior estimate); Personal consumption, 4Q second estimate (3.3% expected, 3.3% in prior estimate); Core PCE quarter-over-quarter, 4Q second estimate (4.9% expected, 4.9% in prior estimate); Kansas City Fed Manufacturing Activity, February (24 in January)</p></li><li><p><b>Friday: </b>Personal income, January (-0.4%, 0.3% in December); Personal spending, January (1.5% expected, -0.6% in December); Durable Goods Orders, January preliminary (0.9% -0.7% in December); Durable Goods Orders excluding transportation, January preliminary (0.3% expected, 0.6% in December); PCE deflator, January year-over-year (6.0% expected, 5.8% in December); PCE deflator, January month-over-month (0.6% expected, 0.4% in December); PCE core deflator, January year-over-year (5.2% expected, 4.9% in December); PCE core deflator, January month-over-month (0.5% expected, 0.5% in December)</p></li></ul><h2>Earnings calendar</h2><h2></h2><p><b>Monday</b></p><p><i>No notable reports scheduled for release</i></p><p><b>Tuesday</b></p><p>Before market open: Apache Corp. (APA), Home Depot (HD), Tempur Sealy International (TPX), Macy's (M)</p><p>After market close: Caesar's Entertainment (CZR), Agilent Technologies (A), <a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a> (FANG), The Mosaic Co. (MOS), Toll Brothers (TOL), Virgin Galactic (SPCE), <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> (PANW), Teladoc Health (TDOC)</p><p><b>Wednesday</b></p><p>Before market open: Lowe's (LOW), <a href=\"https://laohu8.com/S/OSTK\">Overstock.com</a> (OSTK), The TJX Cos. (TJX), Cerner Corp. (CERN)</p><p>After market close: Hertz (HTZ), <a href=\"https://laohu8.com/S/EBAY\">eBay</a> (EBAY), Revolve Group Inc. (RVLV), <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> (BKNG), FuboTV (FUBO), Allbirds (BIRD), Bath and Body Works (BBWI), Chesapeake Energy (CHK), <a href=\"https://laohu8.com/S/LYV\">Live Nation Entertainment</a> (LYV), The Real Real (REAL), Lemonade (LMND)</p><p><b>Thursday</b></p><p>Before market open: Keurig Dr. Pepper (KDP), Newmont Corp. (NEM), SeaWorld Entertainment (SEAS), Moderna (MRNA), Planet Fitness (PLNT), Nikola (NKLA), Wayfair (W), Six Flags Entertainment (SIX), Discovery Inc. (DISCA), Norwegian Cruise Line Holdings (NCLH), Occidental Petroleum (OXY)</p><p>After market close: Intuit (INTU), Opendoor Technologies (OPEN), Autodesk (ADSK), Coinbase (COIN), Dell Technologies (DELL), <a href=\"https://laohu8.com/S/SQ2.AU\">Block Inc.</a> (SQ), Zscaler (ZS), Rocket Cos. (RKT), VMWare (VMW), Etsy (ETSY), Beyond Meat (BYND), Monster Beverage Corp. (MNST)</p><p><b>Friday</b></p><p><i>No notable reports scheduled for release</i></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>PCE Inflation, Consumer Confidence: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPCE Inflation, Consumer Confidence: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-21 07:18 GMT+8 <a href=https://finance.yahoo.com/news/pce-inflation-consumer-confidence-earnings-what-to-know-this-week-164350893.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After stocks endured a second straight week of selling last week, investors will be looking to a slate of fresh economic and earnings data as a catalyst for a potential reprieve.The U.S. stock and ...</p>\n\n<a href=\"https://finance.yahoo.com/news/pce-inflation-consumer-confidence-earnings-what-to-know-this-week-164350893.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MOS":"美国美盛","HTZ":"赫兹租车","LOW":"劳氏","CZR":"凯撒娱乐","BK4149":"建筑机械与重型卡车","SPY":"标普500ETF","BK4023":"应用软件","BK4097":"系统软件","BK4524":"宅经济概念","BK4187":"航天航空与国防","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4560":"网络安全概念","BK4121":"生命科学工具和服务","BK4125":"广播","BK4077":"互动媒体与服务","TJX":"The TJX Companies Inc.","BK4534":"瑞士信贷持仓","BK4139":"生物科技","CPI":"IQ Real Return ETF","BK4551":"寇图资本持仓","BK4562":"SPAC上市公司","APA":"阿帕契","OXY":"西方石油","FANG":"Diamondback Energy","BK4107":"财产与意外伤害保险","BK4094":"服装零售","BK4150":"赌场与赌博","JPM":"摩根大通","BK4022":"陆运","BK4505":"高瓴资本持仓","ZS":"Zscaler Inc.","BK4515":"5G概念",".SPX":"S&P 500 Index","BK4504":"桥水持仓","BK4559":"巴菲特持仓","SPCE":"维珍银河","BBWI":"Bath & Body Works Inc.","M":"梅西百货","BK4177":"软饮料","DISCA":"探索传播","BK4142":"酒店、度假村与豪华游轮","BK4108":"电影和娱乐","PANW":"Palo Alto Networks","HD":"家得宝","BK4112":"金融交易所和数据","BK4507":"流媒体概念","KDP":"Keurig Dr Pepper Inc","BK4548":"巴美列捷福持仓","PLNT":"Planet Fitness Inc","A":"安捷伦科技","BK4170":"电脑硬件、储存设备及电脑周边","SPY.AU":"SPDR® S&P 500® ETF Trust","BK4517":"邮轮概念","BK4095":"家庭装饰品","COIN":"Coinbase Global, Inc."},"source_url":"https://finance.yahoo.com/news/pce-inflation-consumer-confidence-earnings-what-to-know-this-week-164350893.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2213670409","content_text":"After stocks endured a second straight week of selling last week, investors will be looking to a slate of fresh economic and earnings data as a catalyst for a potential reprieve.The U.S. stock and bond markets will be closed Monday in observance of the Presidents Day holiday, so new data releases will be consolidated to the later part of the week. And updates on tensions in Russia and Ukraine will also remain in focus throughout the week after stocks sank to their lowest levels in a month on Friday, amid concerns about the escalating geopolitical conflict.While the emerging threat of military conflict has overshadowed many other worries in the markets, inflation has still remained a central issue for investors. Inflation has implications both in informing the speed at which the Federal Reserve tightens monetary policy, and the extent to which consumers pull back on spending and slow overall economic activity in response to rising prices.\"I really think most of the Russia-Ukraine volatility occurred in the energy space, particularly with oil. I think the rest of the volatility in the broader market has to do with the Fed tightening conversation,\" Frances Stacy, Optimal Capital director of strategy, told Yahoo Finance Live on Friday. \"We're looking at this sort of aggressive tightening against this backdrop of inflation, and I think that that's what's causing the volatility.\"On Friday, the Bureau of Economic Analysis will release its monthly personal consumption expenditures (PCE) deflator, offering a fresh print on the extent of price increases across the recovering economy.Consensus economists expect the PCE to post a rise of another 0.6% in January, according to Bloomberg data, accelerating from December's 0.4% increase. This would represent a 14th consecutive monthly increase, and bring the index up by 6.0% on a year-over-year basis. This, in turn, would mark the fastest increase since 1982, and also accelerate from December's 5.8% annual rise.The core PCE index — the Fed's preferred gauge of underlying inflation stripping out volatile food and energy prices — likely also ramped compared to December's index. Consensus economists are looking for a 5.2% increase in core PCE in January, compared to December's 4.9% rise.Expectations for the latest inflation print suggest the economy has still not yet seen the peak in price increases. And increasingly, central bank officials have come around to the notion that inflation has remained stickier than previously expected, especially as supply chain issues and virus-related disruptions persist.\"Since the December meeting, I would say that the inflation situation is about the same but probably slightly worse,\" Federal Reserve Chair Jerome Powell said in a January press conference. \"I’d be inclined to raise my own estimate of 2022 core PCE inflation ... by a few tenths today.\"And the latest print on PCE will likely reaffirm readings from other closely watched inflation prints. The January Consumer Price Index (CPI) jumped by 7.5% year-over-year to represent the largest increase since 1982, accelerating markedly from the 7.0% increase from December. And on the producer side, wholesale prices jumped 9.7% year-on-year in January, ticking down only slightly from December's record increase of 9.8%.Consumer confidenceDespite the mounting inflationary pressures, however, consumers have largely continued to spend. Retail sales rose by a better-than-expected 3.8% in January, marking the biggest jump since March 2021 and exceeding estimates.And this steady consumption has come even as consumers increasingly cited inflation as a key concern for their own personal finances. Average hourly wages have also climbed in recent months, but have still not kept pace with inflation.\"The resilience of spending stands in stark contrast to the slump in consumer confidence, with households upping their purchases of big ticket items while simultaneously reporting that now is a particularly bad time to make those purchases,\" Paul Ashworth, chief North American economist for Capital Economics, wrote in a note. \"The surge in inflation is the root cause of consumer angst. Sentiment should improve as inflation falls back later this year, but the current weakness is a reminder that real consumption growth will be muted this year.\"The Conference Board's Consumer Confidence Index due for release on Tuesday will help provide a timely snapshot of consumers' thinking following the latest spike in prices at the beginning of the year. Consensus economists are looking for the index to fall to 110.0 for February, which would mark the lowest level since September 2021, when the Delta variant had weighed on consumers' outlooks. The consumer confidence index had been at 113.8 in January.Earnings season rolls onInvestors will also receive a number of new earnings results this week, with major retailers including Home Depot (HD), Lowe's (LOW), Macy's (M) and The TJX Cos. (TJX) reporting alongside other closely watched names from Coinbase (COIN) to Wayfair (W) and Nikola (NKLA).So far this earnings season, corporate profits have remained robust, albeit while slowing compared to prior quarters. As of Friday, 84% of S&P 500 companies had reported actual fourth-quarter earnings results, according to FactSet. And the estimated earnings growth rate for S&P 500 companies in aggregate stood at 30.9%, compared to about 40% from the third quarter.Still, the estimated earnings growth rate for the fourth quarter has trended continuously higher as more companies reported better-than-expected results. On December 31, the estimated earnings growth rate for the fourth quarter had been at just 21.2%.But while results for many companies have been positive for the final three months of 2021, outlooks have weakened, reflecting lingering supply chain uncertainty, rising prices and other macro concerns. FactSet noted that of companies that held their earnings conference calls between Dec. 15 and Feb. 17, 72% of the corporations mentioned \"inflation.\"\"In terms of earnings guidance from corporations, 71% of the S&P 500 companies (55 out of 77) that have issued EPS [earnings per share] guidance for Q1 2022 have issued negative guidance,\" FactSet's John Butters wrote in a note Friday. \"This is the highest percentage of S&P 500 companies issuing negative guidance since Q3 2019 (73%).\"\"Thus, the market may be reacting more to the negative earnings guidance and downward estimates revisions for the first quarter of 2022 than the earnings surprises being reported for the fourth-quarter of 2021,\" Butters added.Economic calendarMonday: No notable reports scheduled for releaseTuesday: FHFA House Price Index, December (1.1% expected, 1.1% in November); S&P CoreLogic Case-Shiller 20-City Composite Index, December month-over-month (1.10% expected, 1.18% in November); S&P CoreLogic Case-Shiller 20-City Composite Index, December year-over-year (18.30% expected, 18.29% in November); Markit U.S. Manufacturing PMI, February preliminary (56.0 expected, 55.5 in January); Markit U.S. Services PMI, February preliminary (53.0 expected, 51.2 in January); Markit U.S. Composite PMI, February preliminary (51.1 in January); Conference Board Consumer Confidence Index, February (110.0 expected, 113.8 in January); Richmond Fed Manufacturing Index, February (10 expected, 8 in January)Wednesday: MBA Mortgage Applications, week ended February 18 (-5.4% during prior week)Thursday: Chicago Fed National Activity Index, January (-0.15 in December); GDP annualized, quarter-over-quarter, 4Q second estimate (7.0% expected, 6.9% in prior estimate); Personal consumption, 4Q second estimate (3.3% expected, 3.3% in prior estimate); Core PCE quarter-over-quarter, 4Q second estimate (4.9% expected, 4.9% in prior estimate); Kansas City Fed Manufacturing Activity, February (24 in January)Friday: Personal income, January (-0.4%, 0.3% in December); Personal spending, January (1.5% expected, -0.6% in December); Durable Goods Orders, January preliminary (0.9% -0.7% in December); Durable Goods Orders excluding transportation, January preliminary (0.3% expected, 0.6% in December); PCE deflator, January year-over-year (6.0% expected, 5.8% in December); PCE deflator, January month-over-month (0.6% expected, 0.4% in December); PCE core deflator, January year-over-year (5.2% expected, 4.9% in December); PCE core deflator, January month-over-month (0.5% expected, 0.5% in December)Earnings calendarMondayNo notable reports scheduled for releaseTuesdayBefore market open: Apache Corp. (APA), Home Depot (HD), Tempur Sealy International (TPX), Macy's (M)After market close: Caesar's Entertainment (CZR), Agilent Technologies (A), Diamondback Energy (FANG), The Mosaic Co. (MOS), Toll Brothers (TOL), Virgin Galactic (SPCE), Palo Alto Networks (PANW), Teladoc Health (TDOC)WednesdayBefore market open: Lowe's (LOW), Overstock.com (OSTK), The TJX Cos. (TJX), Cerner Corp. (CERN)After market close: Hertz (HTZ), eBay (EBAY), Revolve Group Inc. (RVLV), Booking Holdings (BKNG), FuboTV (FUBO), Allbirds (BIRD), Bath and Body Works (BBWI), Chesapeake Energy (CHK), Live Nation Entertainment (LYV), The Real Real (REAL), Lemonade (LMND)ThursdayBefore market open: Keurig Dr. Pepper (KDP), Newmont Corp. (NEM), SeaWorld Entertainment (SEAS), Moderna (MRNA), Planet Fitness (PLNT), Nikola (NKLA), Wayfair (W), Six Flags Entertainment (SIX), Discovery Inc. (DISCA), Norwegian Cruise Line Holdings (NCLH), Occidental Petroleum (OXY)After market close: Intuit (INTU), Opendoor Technologies (OPEN), Autodesk (ADSK), Coinbase (COIN), Dell Technologies (DELL), Block Inc. (SQ), Zscaler (ZS), Rocket Cos. (RKT), VMWare (VMW), Etsy (ETSY), Beyond Meat (BYND), Monster Beverage Corp. (MNST)FridayNo notable reports scheduled for release","news_type":1,"symbols_score_info":{"APA":1,"PANW":1,"COIN":0.6,"BBWI":1,"CPI":1,"OXY":1,"A":1,"FANG":1,"HD":0.6,"M":0.6,"MOS":1,"HTZ":1,"KDP":1,"LOW":0.6,"NKLA":1,"SPY.AU":0.6,"JPM":0.6,"SPY":0.6,"SPCE":1,"DISCA":1,".SPX":0.9,"PLNT":1,"ZS":1,"TJX":0.6,"CZR":1}},"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880493588,"gmtCreate":1631069644544,"gmtModify":1676530458969,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/880493588","repostId":"2165350503","repostType":4,"repost":{"id":"2165350503","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1631055124,"share":"https://ttm.financial/m/news/2165350503?lang=&edition=fundamental","pubTime":"2021-09-08 06:52","market":"us","language":"en","title":"S&P 500 ends down, Big Tech lifts Nasdaq to record","url":"https://stock-news.laohu8.com/highlight/detail?id=2165350503","media":"Reuters","summary":"* Indexes end: S&P 500 -0.34%, Nasdaq +0.07%, Dow -0.76%. The S&P 500 closed lower on Tuesday while the Nasdaq edged up to a record high, as investors balanced worries about the slowing pace of economic recovery with expectations that the Federal Reserve will maintain its accommodative monetary policy.Amgen Inc fell 2.2% and Merck & Co lost 1.7% after $Morgan Stanley$ cut its rating on the stocks to \"equal-weight\" from \"overweight.\". The Nasdaq was supported by Big Tech stocks that have fueled W","content":"<p>* Drugmakers Amgen, Merck dip after rating cuts</p>\n<p>* Apple and Netflix hit record highs</p>\n<p>* Boeing drops after Ryanair ends jet order talks</p>\n<p>* Indexes end: S&P 500 -0.34%, Nasdaq +0.07%, Dow -0.76%</p>\n<p>The S&P 500 closed lower on Tuesday while the Nasdaq edged up to a record high, as investors balanced worries about the slowing pace of economic recovery with expectations that the Federal Reserve will maintain its accommodative monetary policy.</p>\n<p>Amgen Inc fell 2.2% and Merck & Co lost 1.7% after <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> cut its rating on the stocks to \"equal-weight\" from \"overweight.\"</p>\n<p>The Nasdaq was supported by Big Tech stocks that have fueled Wall Street's gains in recent years. Apple rose 1.6% and Netflix added 2.7%, both hitting record highs.</p>\n<p>\"You could call it a gravitation toward Big Tech. As people feel a bit uncertain about how COVID will play out, you don’t have your reopening worries with those companies,\" said Tom Martin, senior portfolio manager at Globalt Investments in Atlanta.</p>\n<p>Much of the rest of Wall Street fell. Eight of the eleven sub-indexes traded lower, with economy-sensitive sectors like industrials down 1.8% and utilities dipping 1.4%. The real estate index lost 1.1%.</p>\n<p>Tepid August payrolls data on Friday last week raised concerns that the economic recovery was slowing down.</p>\n<p>On Tuesday, Morgan Stanley cut its rating on U.S. stocks to underweight, pointing to risks related to economic growth, policy and legislation, and warning it expects the next two months to be \"bumpy.\"</p>\n<p>Accommodative central bank policies and reopening optimism have pushed the S&P 500 and Nasdaq to record highs over the past few weeks, but concerns are growing about rising coronavirus infections due to the Delta variant and its impact on the economic recovery.</p>\n<p>Analysts on average expect S&P 500 companies to increase their earnings per share by 30% in the September quarter, following a 96% surge in the second quarter, according to I/B/E/S data from Refinitiv.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 0.76% to end at 35,100 points, while the S&P 500 lost 0.34% to 4,520.03.</p>\n<p>The Nasdaq Composite climbed 0.07% to 15,374.33.</p>\n<p>The S&P 500 remains up about 20% year to date, and the Nasdaq is up about 19%.</p>\n<p>Boeing Co dropped 1.8% after Ireland's Ryanair said it had ended talks with the planemaker over a purchase of 737 MAX 10 jets worth tens of billions of dollars due to differences over price.</p>\n<p>Match Group Inc jumped over 7% after the S&P Dow Jones Indices said on Friday the Tinder parent will join the benchmark index.</p>\n<p><a href=\"https://laohu8.com/S/CXP\">Columbia Property Trust Inc</a> surged 15% after Pacific Investment Management Company said it would buy the company for $2.2 billion.</p>\n<p>Volume on U.S. exchanges was 9.2 billion shares, compared with the 9.0 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.27-to-1 ratio; on Nasdaq, a 1.65-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 19 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 120 new highs and 24 new lows.</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>S&P 500 ends down, Big Tech lifts Nasdaq to record</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 ends down, Big Tech lifts Nasdaq to record\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\">2021-09-08 06:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Drugmakers Amgen, Merck dip after rating cuts</p>\n<p>* Apple and Netflix hit record highs</p>\n<p>* Boeing drops after Ryanair ends jet order talks</p>\n<p>* Indexes end: S&P 500 -0.34%, Nasdaq +0.07%, Dow -0.76%</p>\n<p>The S&P 500 closed lower on Tuesday while the Nasdaq edged up to a record high, as investors balanced worries about the slowing pace of economic recovery with expectations that the Federal Reserve will maintain its accommodative monetary policy.</p>\n<p>Amgen Inc fell 2.2% and Merck & Co lost 1.7% after <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> cut its rating on the stocks to \"equal-weight\" from \"overweight.\"</p>\n<p>The Nasdaq was supported by Big Tech stocks that have fueled Wall Street's gains in recent years. Apple rose 1.6% and Netflix added 2.7%, both hitting record highs.</p>\n<p>\"You could call it a gravitation toward Big Tech. As people feel a bit uncertain about how COVID will play out, you don’t have your reopening worries with those companies,\" said Tom Martin, senior portfolio manager at Globalt Investments in Atlanta.</p>\n<p>Much of the rest of Wall Street fell. Eight of the eleven sub-indexes traded lower, with economy-sensitive sectors like industrials down 1.8% and utilities dipping 1.4%. The real estate index lost 1.1%.</p>\n<p>Tepid August payrolls data on Friday last week raised concerns that the economic recovery was slowing down.</p>\n<p>On Tuesday, Morgan Stanley cut its rating on U.S. stocks to underweight, pointing to risks related to economic growth, policy and legislation, and warning it expects the next two months to be \"bumpy.\"</p>\n<p>Accommodative central bank policies and reopening optimism have pushed the S&P 500 and Nasdaq to record highs over the past few weeks, but concerns are growing about rising coronavirus infections due to the Delta variant and its impact on the economic recovery.</p>\n<p>Analysts on average expect S&P 500 companies to increase their earnings per share by 30% in the September quarter, following a 96% surge in the second quarter, according to I/B/E/S data from Refinitiv.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 0.76% to end at 35,100 points, while the S&P 500 lost 0.34% to 4,520.03.</p>\n<p>The Nasdaq Composite climbed 0.07% to 15,374.33.</p>\n<p>The S&P 500 remains up about 20% year to date, and the Nasdaq is up about 19%.</p>\n<p>Boeing Co dropped 1.8% after Ireland's Ryanair said it had ended talks with the planemaker over a purchase of 737 MAX 10 jets worth tens of billions of dollars due to differences over price.</p>\n<p>Match Group Inc jumped over 7% after the S&P Dow Jones Indices said on Friday the Tinder parent will join the benchmark index.</p>\n<p><a href=\"https://laohu8.com/S/CXP\">Columbia Property Trust Inc</a> surged 15% after Pacific Investment Management Company said it would buy the company for $2.2 billion.</p>\n<p>Volume on U.S. exchanges was 9.2 billion shares, compared with the 9.0 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.27-to-1 ratio; on Nasdaq, a 1.65-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 19 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 120 new highs and 24 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SSO":"2倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","NFLX":"奈飞","CXP":"Columbia Property Trust Inc","BA":"波音","MRK":"默沙东","UPRO":"三倍做多标普500ETF-ProShares","OEX":"标普100","SDS":"两倍做空标普500 ETF-ProShares","AAPL":"苹果","MTCH":"Match Group, Inc.",".DJI":"道琼斯","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","SPY":"标普500ETF","IVV":"标普500ETF-iShares",".SPX":"S&P 500 Index","SH":"做空标普500-Proshares","AMGN":"安进"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165350503","content_text":"* Drugmakers Amgen, Merck dip after rating cuts\n* Apple and Netflix hit record highs\n* Boeing drops after Ryanair ends jet order talks\n* Indexes end: S&P 500 -0.34%, Nasdaq +0.07%, Dow -0.76%\nThe S&P 500 closed lower on Tuesday while the Nasdaq edged up to a record high, as investors balanced worries about the slowing pace of economic recovery with expectations that the Federal Reserve will maintain its accommodative monetary policy.\nAmgen Inc fell 2.2% and Merck & Co lost 1.7% after Morgan Stanley cut its rating on the stocks to \"equal-weight\" from \"overweight.\"\nThe Nasdaq was supported by Big Tech stocks that have fueled Wall Street's gains in recent years. Apple rose 1.6% and Netflix added 2.7%, both hitting record highs.\n\"You could call it a gravitation toward Big Tech. As people feel a bit uncertain about how COVID will play out, you don’t have your reopening worries with those companies,\" said Tom Martin, senior portfolio manager at Globalt Investments in Atlanta.\nMuch of the rest of Wall Street fell. Eight of the eleven sub-indexes traded lower, with economy-sensitive sectors like industrials down 1.8% and utilities dipping 1.4%. The real estate index lost 1.1%.\nTepid August payrolls data on Friday last week raised concerns that the economic recovery was slowing down.\nOn Tuesday, Morgan Stanley cut its rating on U.S. stocks to underweight, pointing to risks related to economic growth, policy and legislation, and warning it expects the next two months to be \"bumpy.\"\nAccommodative central bank policies and reopening optimism have pushed the S&P 500 and Nasdaq to record highs over the past few weeks, but concerns are growing about rising coronavirus infections due to the Delta variant and its impact on the economic recovery.\nAnalysts on average expect S&P 500 companies to increase their earnings per share by 30% in the September quarter, following a 96% surge in the second quarter, according to I/B/E/S data from Refinitiv.\nUnofficially, the Dow Jones Industrial Average fell 0.76% to end at 35,100 points, while the S&P 500 lost 0.34% to 4,520.03.\nThe Nasdaq Composite climbed 0.07% to 15,374.33.\nThe S&P 500 remains up about 20% year to date, and the Nasdaq is up about 19%.\nBoeing Co dropped 1.8% after Ireland's Ryanair said it had ended talks with the planemaker over a purchase of 737 MAX 10 jets worth tens of billions of dollars due to differences over price.\nMatch Group Inc jumped over 7% after the S&P Dow Jones Indices said on Friday the Tinder parent will join the benchmark index.\nColumbia Property Trust Inc surged 15% after Pacific Investment Management Company said it would buy the company for $2.2 billion.\nVolume on U.S. exchanges was 9.2 billion shares, compared with the 9.0 billion average for the full session over the last 20 trading days.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.27-to-1 ratio; on Nasdaq, a 1.65-to-1 ratio favored decliners.\nThe S&P 500 posted 19 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 120 new highs and 24 new lows.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"MRK":0.9,"MTCH":0.9,"UPRO":0.9,"OEX":0.9,"SSO":0.9,"AAPL":0.9,".SPX":0.9,"AMGN":0.9,"OEF":0.9,"SPY":0.9,".IXIC":0.9,"SPXU":0.9,"SH":0.9,"CXP":0.9,"IVV":0.9,"NFLX":0.9,".DJI":0.9,"SDS":0.9,"ESmain":0.9,"NQmain":0.9,"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179691124,"gmtCreate":1626512275368,"gmtModify":1703761341041,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/179691124","repostId":"1198202103","repostType":4,"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132340624,"gmtCreate":1622073707268,"gmtModify":1704178817390,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"GG","listText":"GG","text":"GG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/132340624","repostId":"1181399067","repostType":4,"repost":{"id":"1181399067","kind":"news","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":1622072823,"share":"https://ttm.financial/m/news/1181399067?lang=&edition=fundamental","pubTime":"2021-05-27 07:47","market":"us","language":"en","title":"Snowflake EPS misses by $0.19, beats on revenue","url":"https://stock-news.laohu8.com/highlight/detail?id=1181399067","media":"Tiger Newspress","summary":"(May 27) Snowflake shares slide over 3% despite beating Q1 revenue estimates with $228.9M, up 110% Y","content":"<p>(May 27) Snowflake shares slide over 3% despite beating Q1 revenue estimates with $228.9M, up 110% Y/Y. GAAP loss per share was $0.70,which might not be comparable to consensus estimates. Snowflake shares tend to pull back after earnings due to the high valuation.</p><ul><li>Snowflake Q1 GAAP EPS of -$0.70misses by $0.19.</li><li>Revenue of $228.9M (+110.4% Y/Y)beats by $15.54M.</li><li>Product revenue of $213.8 million, representing 110% year-over-year growth</li><li>Remaining performance obligations of $1.4 billion, representing 206% year-over-year growth</li><li>4,532 total customers</li><li>Net revenue retention rate of 168%</li><li>104 customers with trailing 12-month product revenue greater than $1 million</li></ul><p><b>Guidance:</b></p><ul><li>Q2 Product revenue of $235M-$240M, up 88%-92%, operating margin -19%.</li><li>FY22 Product revenue of $1.02B-$1.04B vs. prior guidance of $1B-$1.02B, operating margin -17%.</li></ul><p><img src=\"https://static.tigerbbs.com/72b1c88bd0223cf53a10a666aa9e01af\" tg-width=\"662\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></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>Snowflake EPS misses by $0.19, beats on revenue</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\">\nSnowflake EPS misses by $0.19, beats on revenue\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\">2021-05-27 07:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(May 27) Snowflake shares slide over 3% despite beating Q1 revenue estimates with $228.9M, up 110% Y/Y. GAAP loss per share was $0.70,which might not be comparable to consensus estimates. Snowflake shares tend to pull back after earnings due to the high valuation.</p><ul><li>Snowflake Q1 GAAP EPS of -$0.70misses by $0.19.</li><li>Revenue of $228.9M (+110.4% Y/Y)beats by $15.54M.</li><li>Product revenue of $213.8 million, representing 110% year-over-year growth</li><li>Remaining performance obligations of $1.4 billion, representing 206% year-over-year growth</li><li>4,532 total customers</li><li>Net revenue retention rate of 168%</li><li>104 customers with trailing 12-month product revenue greater than $1 million</li></ul><p><b>Guidance:</b></p><ul><li>Q2 Product revenue of $235M-$240M, up 88%-92%, operating margin -19%.</li><li>FY22 Product revenue of $1.02B-$1.04B vs. prior guidance of $1B-$1.02B, operating margin -17%.</li></ul><p><img src=\"https://static.tigerbbs.com/72b1c88bd0223cf53a10a666aa9e01af\" tg-width=\"662\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181399067","content_text":"(May 27) Snowflake shares slide over 3% despite beating Q1 revenue estimates with $228.9M, up 110% Y/Y. GAAP loss per share was $0.70,which might not be comparable to consensus estimates. Snowflake shares tend to pull back after earnings due to the high valuation.Snowflake Q1 GAAP EPS of -$0.70misses by $0.19.Revenue of $228.9M (+110.4% Y/Y)beats by $15.54M.Product revenue of $213.8 million, representing 110% year-over-year growthRemaining performance obligations of $1.4 billion, representing 206% year-over-year growth4,532 total customersNet revenue retention rate of 168%104 customers with trailing 12-month product revenue greater than $1 millionGuidance:Q2 Product revenue of $235M-$240M, up 88%-92%, operating margin -19%.FY22 Product revenue of $1.02B-$1.04B vs. prior guidance of $1B-$1.02B, operating margin -17%.","news_type":1,"symbols_score_info":{"SNOW":0.9}},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082115426,"gmtCreate":1650538687630,"gmtModify":1676534746909,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"gg","listText":"gg","text":"gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082115426","repostId":"2228292962","repostType":4,"repost":{"id":"2228292962","kind":"highlight","pubTimestamp":1650555050,"share":"https://ttm.financial/m/news/2228292962?lang=&edition=fundamental","pubTime":"2022-04-21 23:30","market":"us","language":"en","title":"3 Growth Stocks That Could 3x or More in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2228292962","media":"Motley Fool","summary":"The three stocks have been beaten down, but Wall Street still sees tremendous upside ahead.","content":"<div>\n<p>It was a little over 13 years ago that the S&P 500 hit a market low on March 6, 2009, after which it reversed course and went on a tear. The bull run saw it rise 420%, for a compounded growth rate of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/20/3-growth-stocks-that-could-3x-or-more-in-2022/\">Web Link</a>\n\n</div>\n","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 Growth Stocks That Could 3x or More in 2022</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 Growth Stocks That Could 3x or More in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-21 23:30 GMT+8 <a href=https://www.fool.com/investing/2022/04/20/3-growth-stocks-that-could-3x-or-more-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It was a little over 13 years ago that the S&P 500 hit a market low on March 6, 2009, after which it reversed course and went on a tear. The bull run saw it rise 420%, for a compounded growth rate of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/20/3-growth-stocks-that-could-3x-or-more-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVNA":"Carvana Co.","FVRR":"Fiverr International Ltd.","AKA":"a.k.a. Brands Holding Corp."},"source_url":"https://www.fool.com/investing/2022/04/20/3-growth-stocks-that-could-3x-or-more-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228292962","content_text":"It was a little over 13 years ago that the S&P 500 hit a market low on March 6, 2009, after which it reversed course and went on a tear. The bull run saw it rise 420%, for a compounded growth rate of 13.8% a year, turning $1,000 into a total return of over $4,360 today.That's not bad for doing nothing more than buying an index fund and going to sleep for more than a decade, but there are stocks on the market that promise to generate those kinds of returns in just one year.It's not always advisable to swing for the fences, because even Babe Ruth would strike out more often than he hit home runs. But you can vastly improve your odds of connecting with the ball by focusing on companies with solid sales and earnings growth. Wall Street thinks the three stocks below have some of the best chances for touching all the bases.a.k.a BrandsRetailers like e-commerce play a.k.a Brands got a boost from the reopened economy early last year. However, the persistence of COVID-19 variants took a toll on its initial public offering in September, which saw it price its shares at $11 each, or the low end of its expected valuation.After peaking at over $15 a share, a.k.a Brands was tossed into the discount bin. Today the stock goes for just $4 a share, an excellent opportunity for investors who believe this online retailer is just getting started.The digitally native, direct-to-consumer retailer targets Gen Z and millennial consumers through four distinct brands: Culture Kings, Princess Polly, Petal & Pup, and Rebdolls. It seeks to remain relevant and on trend by acquiring founder-led small businesses also targeting these demographics.Adjusted sales to account for the acquisition of Culture Kings last year were up 59% from 2020, to $562 million. Management is guiding to full-year revenue of between $785 million and $805 million, with adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of between $90 million and $100 million.Wall Street forecasts that profits will grow at a compounded rate of 57% annually for the next five years, and believes this stock can rise as high as $20 per share within the next year for a 400% increase. With dozens of potential brand acquisitions available, there's a lot of runway for future growth with a.k.a Brands.CarvanaCarvana put a different spin on the car buying process. It's an e-commerce-focused used car operation featuring some 70,000 vehicles that can be delivered directly to your door as soon as the following day. You can also pick one up at one of its 32 \"car vending machines\" across the U.S. Carvana offers financing and a seven-day return policy. Consumers can also sell their vehicles to Carvana, and it recently acquired a vehicle auction company to offer a broader selection of vehicles.Shares of Carvana have been wrecked by the ongoing supply chain issues affecting the auto industry. Because there's been a dearth of new cars hitting showroom floors due to the critical shortage of computer chips, used car demand has soared even as people have held onto their existing vehicles longer, driving used car prices higher.While that's been beneficial for Carvana's profit margins, it also means it has had difficulty acquiring new inventory. While it recorded its 32nd consecutive quarter of higher unit sales, it warned in its fourth-quarter earnings report that the first quarter would prove difficult because of supply chain challenges. Even so, it expects full-year car sales of over 550,000 vehicles -- yet another year of growth.With the stock down 73% to $101 per share, even as analysts have muted their price targets, the consensus is that Carvana can still double over the next year and can rise as high as $470 a share, a 365% increase.FiverrAdd freelancing marketplace operator Fiverr to the list of former high-flying companies that have seen their shares beaten back, but which Wall Street believes still have significant growth potential.Fiverr got a big boost during the lockdown phase of the pandemic as people struck out on their own in the gig economy. Its technology platform connects freelancers with people and companies who need their services, rather than going through an agency or looking for someone through a social media listing. Sellers present their services as gigs, or packages with set prices for their work, providing surety to the buyer.That also makes the purchase process easy and straightforward, and it's one of the reasons Fiverr has demonstrated explosive success. It puts the company in a great position to profit from this growing trend. Yet it's also why the stock is down 75% from its high -- because the market anticipates the meteoric growth it witnessed will slow with the economy reopened.That hasn't exactly panned out. Last year's revenue was up 57% from a year ago and is 178% more than in 2019, suggesting buyers and sellers on the marketplace aren't abandoning Fiverr.Wall Street still sees tremendous upside, with the stock potentially rising from under $64 a share today to $280, a 339% one-year gain.","news_type":1,"symbols_score_info":{"AKA":0.9,"FVRR":0.9,"CVNA":0.9}},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097198740,"gmtCreate":1645368378813,"gmtModify":1676534021847,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097198740","repostId":"1117918326","repostType":4,"repost":{"id":"1117918326","kind":"news","pubTimestamp":1645317671,"share":"https://ttm.financial/m/news/1117918326?lang=&edition=fundamental","pubTime":"2022-02-20 08:41","market":"us","language":"en","title":"3 Stocks That Could Be Worth More Than Apple by 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=1117918326","media":"Motley Fool","summary":"Apple leads the market cap race with $2.8 trillion in valuation.","content":"<html><head></head><body><p><b>Key Points</b></p><ul><li>Amazon and Tesla command the fourth- and fifth-largest market caps, respectively, but they have a lot of growth left to conquer in the coming years.</li><li>Shopify is much smaller than Amazon or Tesla, but its unique e-commerce platform could make it globally dominant in a world where more and more people are working for themselves or dreaming up a side hustle.</li><li>Apple wasn't on top of the market cap hill 13 years ago. It shouldn't surprise anyone if it's not on top 13 years from now.</li></ul><p><b>Apple</b> (NASDAQ:AAPL) is a beast, and nobody is going to topple it from the king of the market cap hill anytime soon. Apple's $2.8 billion valuation is dominant right now, but the class act of Cupertino probably won't be on top forever. Go out 13 years and it wouldn't be a surprise to see someone else in that spot. Who can it be?</p><p>I think <b>Amazon</b> (NASDAQ:AMZN), <b>Tesla Motors</b> (NASDAQ:TSLA), and <b>Shopify</b> (NYSE:SHOP) have fair shots to inherit the market cap crown from Apple. Let's see why each of these three already well-known companies can be the most valuable publicly traded company come 2035.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9b0458194138e6515c5ea46da963058\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><b>Amazon.com</b></p><p>If you're like me, you lean a lot on Amazon these days. There's e-commerce, local grocery deliveries, namesake consumer electronics, and a growing slate of digital content. With its widely adopted AWS cloud platform, you're probably doing business with Amazon even when you don't realize that you're doing business with Amazon.</p><p>Amazon's a beast. Net sales rose 22% to $469.8 billion. Apple clocked in with just $365.8 billion on the top line for its fiscal 2021. Naturally, Amazon currently operates a lower-margin business. Apple deserves the better multiple. However, Amazon has been the more consistent grower. Apple's growth comes in spurts. It comes through with a fiscal year of double-digit growth in net sales, only to march in place the next two years. Really. Look up the pattern over the past decade. Amazon has a more attractive pattern. It has posted double-digit annual growth in net sales for the last two decades.</p><p>Apple has done a great job of building a high-margin services component to its business on top of its innovative premium-priced products. Apple should continue to do well over time, but it's also easy to see how Amazon's consistent big steps could make it more valuable by 2035.</p><p><b>Tesla Motors</b></p><p>This pick will be polarizing. Tesla Motors is already the fifth-most-valuable stock by market cap, and there's no shortage of bears stumped by how every larger automaker by sales volume is trading for less. I'm not one of those bears, and not just because the legacy car builders often have debt-saddled balance sheets and problematic pension obligations.</p><p>Tesla<i>is</i>different. Everyone is hopping on the electric vehicle trend now, but it will be hard to duplicate the proprietary Supercharger network. It will be hard to catch up to the tech at Tesla, where recalls are usually just over-the-air software updates. Speaking of updates, does your car get better every couple of months like a Tesla?</p><p>Apple turned hardware into a gusher of high-margin services, and Tesla has done the same. Tesla owners can pay $12,000 -- or $199 a month -- for full self-driving features that Elon Musk claims will become a reality later this year. Tesla's growth has been stunning, but the big mistake that bears make is assuming that the earnings potential of every Tesla that rolls off the line is the same as that of its slow-moving rivals' cars.</p><p><b>Shopify</b></p><p>Let's go shopping for a third candidate to be king of the hill in 2035. Shopify is considerably smaller than Apple. It would have to appreciate 33-fold to catch up to the top dog. Shopify has also proven mortal lately, down 63% from last year's all-time high. You still don't want to bet against the fast-growing platform that is making e-commerce a reality for companies and entrepreneurs of all sizes.</p><p>Revenue rose 57% last year, including a 41% year-over-year top-line gain in the fourth-quarter results it posted this week. Guidance was a bit vague, leading investors to brace for slowing growth. However, Shopify's unique role is worth exploring. One can argue that Amazon also helps folks sell online through its giant marketplace, but Shopify provides professional stand-alone digital storefronts. Shopify also offers seamless integration into the growing number of channels to sell a product, unlike Amazon, which wants the business to go through its namesake destination.</p><p>The gig economy will continue to expand in the coming years, and Shopify will arm the creative and enterprising with instant online stores. Shopify's stock may be out of favor right now, but it has a long runway to keep thriving as a growth stock for a long time.</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>3 Stocks That Could Be Worth More Than Apple by 2035</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 Stocks That Could Be Worth More Than Apple by 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-20 08:41 GMT+8 <a href=https://www.fool.com/investing/2022/02/18/3-stocks-that-could-be-worth-more-than-apple-by-20/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsAmazon and Tesla command the fourth- and fifth-largest market caps, respectively, but they have a lot of growth left to conquer in the coming years.Shopify is much smaller than Amazon or ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/18/3-stocks-that-could-be-worth-more-than-apple-by-20/\">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","SHOP":"Shopify Inc","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/02/18/3-stocks-that-could-be-worth-more-than-apple-by-20/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117918326","content_text":"Key PointsAmazon and Tesla command the fourth- and fifth-largest market caps, respectively, but they have a lot of growth left to conquer in the coming years.Shopify is much smaller than Amazon or Tesla, but its unique e-commerce platform could make it globally dominant in a world where more and more people are working for themselves or dreaming up a side hustle.Apple wasn't on top of the market cap hill 13 years ago. It shouldn't surprise anyone if it's not on top 13 years from now.Apple (NASDAQ:AAPL) is a beast, and nobody is going to topple it from the king of the market cap hill anytime soon. Apple's $2.8 billion valuation is dominant right now, but the class act of Cupertino probably won't be on top forever. Go out 13 years and it wouldn't be a surprise to see someone else in that spot. Who can it be?I think Amazon (NASDAQ:AMZN), Tesla Motors (NASDAQ:TSLA), and Shopify (NYSE:SHOP) have fair shots to inherit the market cap crown from Apple. Let's see why each of these three already well-known companies can be the most valuable publicly traded company come 2035.IMAGE SOURCE: GETTY IMAGES.Amazon.comIf you're like me, you lean a lot on Amazon these days. There's e-commerce, local grocery deliveries, namesake consumer electronics, and a growing slate of digital content. With its widely adopted AWS cloud platform, you're probably doing business with Amazon even when you don't realize that you're doing business with Amazon.Amazon's a beast. Net sales rose 22% to $469.8 billion. Apple clocked in with just $365.8 billion on the top line for its fiscal 2021. Naturally, Amazon currently operates a lower-margin business. Apple deserves the better multiple. However, Amazon has been the more consistent grower. Apple's growth comes in spurts. It comes through with a fiscal year of double-digit growth in net sales, only to march in place the next two years. Really. Look up the pattern over the past decade. Amazon has a more attractive pattern. It has posted double-digit annual growth in net sales for the last two decades.Apple has done a great job of building a high-margin services component to its business on top of its innovative premium-priced products. Apple should continue to do well over time, but it's also easy to see how Amazon's consistent big steps could make it more valuable by 2035.Tesla MotorsThis pick will be polarizing. Tesla Motors is already the fifth-most-valuable stock by market cap, and there's no shortage of bears stumped by how every larger automaker by sales volume is trading for less. I'm not one of those bears, and not just because the legacy car builders often have debt-saddled balance sheets and problematic pension obligations.Teslaisdifferent. Everyone is hopping on the electric vehicle trend now, but it will be hard to duplicate the proprietary Supercharger network. It will be hard to catch up to the tech at Tesla, where recalls are usually just over-the-air software updates. Speaking of updates, does your car get better every couple of months like a Tesla?Apple turned hardware into a gusher of high-margin services, and Tesla has done the same. Tesla owners can pay $12,000 -- or $199 a month -- for full self-driving features that Elon Musk claims will become a reality later this year. Tesla's growth has been stunning, but the big mistake that bears make is assuming that the earnings potential of every Tesla that rolls off the line is the same as that of its slow-moving rivals' cars.ShopifyLet's go shopping for a third candidate to be king of the hill in 2035. Shopify is considerably smaller than Apple. It would have to appreciate 33-fold to catch up to the top dog. Shopify has also proven mortal lately, down 63% from last year's all-time high. You still don't want to bet against the fast-growing platform that is making e-commerce a reality for companies and entrepreneurs of all sizes.Revenue rose 57% last year, including a 41% year-over-year top-line gain in the fourth-quarter results it posted this week. Guidance was a bit vague, leading investors to brace for slowing growth. However, Shopify's unique role is worth exploring. One can argue that Amazon also helps folks sell online through its giant marketplace, but Shopify provides professional stand-alone digital storefronts. Shopify also offers seamless integration into the growing number of channels to sell a product, unlike Amazon, which wants the business to go through its namesake destination.The gig economy will continue to expand in the coming years, and Shopify will arm the creative and enterprising with instant online stores. Shopify's stock may be out of favor right now, but it has a long runway to keep thriving as a growth stock for a long time.","news_type":1,"symbols_score_info":{"TSLA":0.9,"AMZN":0.9,"SHOP":0.9}},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095330218,"gmtCreate":1644816962279,"gmtModify":1676533964795,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095330218","repostId":"2211209385","repostType":4,"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860579976,"gmtCreate":1632192135495,"gmtModify":1676530722216,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/860579976","repostId":"2169681424","repostType":4,"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836409354,"gmtCreate":1629511367578,"gmtModify":1676530061984,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/836409354","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8 <a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNPS":"新思科技","NVDA":"英伟达","GOOG":"谷歌","AAPL":"苹果","ON":"安森美半导体","SOXX":"iShares费城交易所半导体ETF","GOOGL":"谷歌A","QCOM":"高通","CDNS":"铿腾电子","AMZN":"亚马逊","TSM":"台积电","SSNLF":"三星电子","ASML":"阿斯麦"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"QCOM":0.9,"CDNS":0.9,"GOOGL":0.9,"ON":0.9,"SSNLF":0.9,"AMZN":0.9,"ASML":0.9,"SNPS":0.9,"SOXX":0.9,"TSM":0.9,"AAPL":0.9,"NVDA":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838587505,"gmtCreate":1629419572107,"gmtModify":1676530033190,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/838587505","repostId":"2160915795","repostType":4,"repost":{"id":"2160915795","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1629413939,"share":"https://ttm.financial/m/news/2160915795?lang=&edition=fundamental","pubTime":"2021-08-20 06:58","market":"us","language":"en","title":"S&P 500 ends with slim gain as tech strength offsets cyclical woes","url":"https://stock-news.laohu8.com/highlight/detail?id=2160915795","media":"Reuters","summary":"* Energy sector worst performer, materials weak\n* Macy's, Kohl's rise on hiking annual guidance\n* U.","content":"<p>* Energy sector worst performer, materials weak</p>\n<p>* Macy's, Kohl's rise on hiking annual guidance</p>\n<p>* U.S. weekly jobless claims hit 17-month low</p>\n<p>* Dow down 0.19%, S&P up 0.13%, Nasdaq up 0.11%</p>\n<p>Aug 19 (Reuters) - The S&P 500 ended modestly higher in a choppy session on Thursday, with gains in tech shares countering losses in cyclical sectors, as investors took the pulse of the economic rebound and gauged when the Federal Reserve might temper its monetary stimulus.</p>\n<p>Tech also supported the Nasdaq, while economically sensitive sectors such as energy and materials were particularly weak.</p>\n<p>Data showed that the number of Americans filing new claims for unemployment benefits fell to a 17-month low last week, pointing to another month of robust job growth.</p>\n<p>Stocks had sold off sharply a day earlier after minutes from the Fed's July meeting showed officials felt it was possible that a key benchmark for decreasing support \"could be reached this year.\"</p>\n<p>\"It’s very much investors grappling with the growth outlook for the global economy, and how aggressive the Fed will taper when they get around to it,” said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>The Dow Jones Industrial Average fell 66.57 points, or 0.19%, to 34,894.12, the S&P 500 gained 5.53 points, or 0.13%, to 4,405.8 and the Nasdaq Composite added 15.87 points, or 0.11%, to 14,541.79.</p>\n<p>After opening sharply lower, the benchmark S&P 500 erased its declines while swinging between gains and losses during the session.</p>\n<p>\"Money on the sidelines ... was deployed into the market on weakness, and that has been a tale of the markets for the past six to 12 months,\" said Jeff Mortimer, director of investment strategy at BNY Mellon Wealth Management.</p>\n<p>Technology shined among S&P 500 sectors, rising 1%, helped by a 4% gain for shares of Nvidia Corp. The chip company forecast third-quarter revenue above Wall Street expectations late on Wednesday as it benefits from a boom in demand.</p>\n<p>Consumer staples and real estate - generally considered defensive sectors - both rose about 0.9%.</p>\n<p>Financials and industrials were among the sectors in the red, falling about 0.8% each.</p>\n<p>In company news, shares of U.S. department store chains Macy's Inc and Kohl's Corp rose 19.6% and 7.3%, respectively, following increased annual sales forecasts.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season on top of accommodative monetary policy has underpinned positive sentiment for equities, with the S&P 500 up about 100% since its March 2020 pandemic low.</p>\n<p>But with the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&P 500 yet to experience a 5% pullback this year.</p>\n<p>Focus is shifting to the Fed's annual research conference in Jackson Hole, Wyoming, next week for any read about the central bank's next steps.</p>\n<p>“The key economic variable continues to be inflation,\" Mortimer said. \"Is it temporary, is it permanent, what number will the Fed tolerate in order to achieve its full employment mandate?”</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.43-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 28 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 35 new highs and 274 new lows.</p>\n<p>About 10.3 billion shares changed hands in U.S. exchanges, above the 9.3 billion daily average over the last 20 sessions.</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>S&P 500 ends with slim gain as tech strength offsets cyclical woes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 ends with slim gain as tech strength offsets cyclical woes\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\">2021-08-20 06:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Energy sector worst performer, materials weak</p>\n<p>* Macy's, Kohl's rise on hiking annual guidance</p>\n<p>* U.S. weekly jobless claims hit 17-month low</p>\n<p>* Dow down 0.19%, S&P up 0.13%, Nasdaq up 0.11%</p>\n<p>Aug 19 (Reuters) - The S&P 500 ended modestly higher in a choppy session on Thursday, with gains in tech shares countering losses in cyclical sectors, as investors took the pulse of the economic rebound and gauged when the Federal Reserve might temper its monetary stimulus.</p>\n<p>Tech also supported the Nasdaq, while economically sensitive sectors such as energy and materials were particularly weak.</p>\n<p>Data showed that the number of Americans filing new claims for unemployment benefits fell to a 17-month low last week, pointing to another month of robust job growth.</p>\n<p>Stocks had sold off sharply a day earlier after minutes from the Fed's July meeting showed officials felt it was possible that a key benchmark for decreasing support \"could be reached this year.\"</p>\n<p>\"It’s very much investors grappling with the growth outlook for the global economy, and how aggressive the Fed will taper when they get around to it,” said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>The Dow Jones Industrial Average fell 66.57 points, or 0.19%, to 34,894.12, the S&P 500 gained 5.53 points, or 0.13%, to 4,405.8 and the Nasdaq Composite added 15.87 points, or 0.11%, to 14,541.79.</p>\n<p>After opening sharply lower, the benchmark S&P 500 erased its declines while swinging between gains and losses during the session.</p>\n<p>\"Money on the sidelines ... was deployed into the market on weakness, and that has been a tale of the markets for the past six to 12 months,\" said Jeff Mortimer, director of investment strategy at BNY Mellon Wealth Management.</p>\n<p>Technology shined among S&P 500 sectors, rising 1%, helped by a 4% gain for shares of Nvidia Corp. The chip company forecast third-quarter revenue above Wall Street expectations late on Wednesday as it benefits from a boom in demand.</p>\n<p>Consumer staples and real estate - generally considered defensive sectors - both rose about 0.9%.</p>\n<p>Financials and industrials were among the sectors in the red, falling about 0.8% each.</p>\n<p>In company news, shares of U.S. department store chains Macy's Inc and Kohl's Corp rose 19.6% and 7.3%, respectively, following increased annual sales forecasts.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season on top of accommodative monetary policy has underpinned positive sentiment for equities, with the S&P 500 up about 100% since its March 2020 pandemic low.</p>\n<p>But with the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&P 500 yet to experience a 5% pullback this year.</p>\n<p>Focus is shifting to the Fed's annual research conference in Jackson Hole, Wyoming, next week for any read about the central bank's next steps.</p>\n<p>“The key economic variable continues to be inflation,\" Mortimer said. \"Is it temporary, is it permanent, what number will the Fed tolerate in order to achieve its full employment mandate?”</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.43-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 28 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 35 new highs and 274 new lows.</p>\n<p>About 10.3 billion shares changed hands in U.S. exchanges, above the 9.3 billion daily average over the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares",".IXIC":"NASDAQ Composite","SPY":"标普500ETF","SH":"做空标普500-Proshares","OEF":"标普100指数ETF-iShares","SSO":"2倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index","OEX":"标普100","UPRO":"三倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160915795","content_text":"* Energy sector worst performer, materials weak\n* Macy's, Kohl's rise on hiking annual guidance\n* U.S. weekly jobless claims hit 17-month low\n* Dow down 0.19%, S&P up 0.13%, Nasdaq up 0.11%\nAug 19 (Reuters) - The S&P 500 ended modestly higher in a choppy session on Thursday, with gains in tech shares countering losses in cyclical sectors, as investors took the pulse of the economic rebound and gauged when the Federal Reserve might temper its monetary stimulus.\nTech also supported the Nasdaq, while economically sensitive sectors such as energy and materials were particularly weak.\nData showed that the number of Americans filing new claims for unemployment benefits fell to a 17-month low last week, pointing to another month of robust job growth.\nStocks had sold off sharply a day earlier after minutes from the Fed's July meeting showed officials felt it was possible that a key benchmark for decreasing support \"could be reached this year.\"\n\"It’s very much investors grappling with the growth outlook for the global economy, and how aggressive the Fed will taper when they get around to it,” said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.\nThe Dow Jones Industrial Average fell 66.57 points, or 0.19%, to 34,894.12, the S&P 500 gained 5.53 points, or 0.13%, to 4,405.8 and the Nasdaq Composite added 15.87 points, or 0.11%, to 14,541.79.\nAfter opening sharply lower, the benchmark S&P 500 erased its declines while swinging between gains and losses during the session.\n\"Money on the sidelines ... was deployed into the market on weakness, and that has been a tale of the markets for the past six to 12 months,\" said Jeff Mortimer, director of investment strategy at BNY Mellon Wealth Management.\nTechnology shined among S&P 500 sectors, rising 1%, helped by a 4% gain for shares of Nvidia Corp. The chip company forecast third-quarter revenue above Wall Street expectations late on Wednesday as it benefits from a boom in demand.\nConsumer staples and real estate - generally considered defensive sectors - both rose about 0.9%.\nFinancials and industrials were among the sectors in the red, falling about 0.8% each.\nIn company news, shares of U.S. department store chains Macy's Inc and Kohl's Corp rose 19.6% and 7.3%, respectively, following increased annual sales forecasts.\nA rebound in the U.S. economy including a stellar second-quarter corporate earnings season on top of accommodative monetary policy has underpinned positive sentiment for equities, with the S&P 500 up about 100% since its March 2020 pandemic low.\nBut with the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&P 500 yet to experience a 5% pullback this year.\nFocus is shifting to the Fed's annual research conference in Jackson Hole, Wyoming, next week for any read about the central bank's next steps.\n“The key economic variable continues to be inflation,\" Mortimer said. \"Is it temporary, is it permanent, what number will the Fed tolerate in order to achieve its full employment mandate?”\nDeclining issues outnumbered advancing ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.43-to-1 ratio favored decliners.\nThe S&P 500 posted 28 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 35 new highs and 274 new lows.\nAbout 10.3 billion shares changed hands in U.S. exchanges, above the 9.3 billion daily average over the last 20 sessions.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,".IXIC":0.9,"OEX":0.9,".SPX":0.9,"SPXU":0.9,"SSO":0.9,"IVV":0.9,"SPY":0.9,".DJI":0.9,"SH":0.9,"UPRO":0.9,"SDS":0.9,"OEF":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804531326,"gmtCreate":1627963115565,"gmtModify":1703498708498,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/804531326","repostId":"2156114224","repostType":4,"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149285289,"gmtCreate":1625730626241,"gmtModify":1703747284405,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563936204183553","idStr":"3563936204183553"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/149285289","repostId":"2149313255","repostType":4,"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}