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alvinherexD
10-02
$Tiger Brokers(TIGR)$
trust good price of course!
alvinherexD
2022-08-17
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After-Hours Movers: GameStop, Bed Bath & Beyond, FuboTV, Agilent And More
alvinherexD
2022-08-15
Gg
QQQ: The Stock Market Rally Is Not The Start Of A New Bull Market
alvinherexD
2022-08-09
gg
AMC Entertainment, BBBY, Coinbase, Novavax And More: U.S. Stocks To Watch
alvinherexD
2022-08-07
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SOXX Vs. QQQ: Time To Consider Heavier Bets On Tech
alvinherexD
2022-08-06
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S&P 500 Ends Down As Jobs Data Rekindles Rate Hike Fear
alvinherexD
2022-08-05
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The SPY's Risk-Premium Spells Danger
alvinherexD
2022-08-03
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AMTD International Boosted Over 20% in Morning Trading After Its Branch Surged More Than 23000% in 14 Days
alvinherexD
2022-08-02
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Pinterest, AMD, BP and Caterpillar: U.S. Stocks To Watch
alvinherexD
2022-07-31
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Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?
alvinherexD
2022-07-26
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S&P 500 Ends Choppy Session Nearly Flat; Investors Eye Fed, Earnings
alvinherexD
2022-07-25
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Philips Swings to Loss and Cuts Sales Guidance
alvinherexD
2022-07-20
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Apple: Music Needs To Be Louder
alvinherexD
2022-07-19
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Pre-Bell | U.S. Stock Futures Edge Higher; IBM and Lockheed Underperform
alvinherexD
2022-07-17
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Tycoon Whose Bet Broke the Nickel Market Walks Away a Billionaire
alvinherexD
2022-07-16
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Should You Buy GOOG on Monday After Its Big Split?
alvinherexD
2022-07-12
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2 ETFs Warren Buffett Owns Through Berkshire Hathaway -- Should You Buy Them Too?
alvinherexD
2022-07-12
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2 ETFs Warren Buffett Owns Through Berkshire Hathaway -- Should You Buy Them Too?
alvinherexD
2022-07-07
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Boris Johnson Resigns As British PM
alvinherexD
2022-07-05
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Price Target Changes|Tesla Reduced to $385 by JPM; Alphabet Lowered to $3,000 by Barclays
Go to Tiger App to see more news
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href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> trust good price of course!","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> trust good price of course!","text":"$Tiger Brokers(TIGR)$ trust good price of course!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355816231731584","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993246973,"gmtCreate":1660697081694,"gmtModify":1676536381232,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563936204183553","authorIdStr":"3563936204183553"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993246973","repostId":"2260863317","repostType":4,"repost":{"id":"2260863317","kind":"highlight","pubTimestamp":1660692935,"share":"https://ttm.financial/m/news/2260863317?lang=&edition=fundamental","pubTime":"2022-08-17 07:35","market":"us","language":"en","title":"After-Hours Movers: GameStop, Bed Bath & Beyond, FuboTV, Agilent And More","url":"https://stock-news.laohu8.com/highlight/detail?id=2260863317","media":"StreetInsider","summary":"After-Hours Stock Movers:Cassava Sciences 20% HIGHER; Director Stanford Robertson bought $2 million","content":"<html><head></head><body><p><b>After-Hours Stock Movers:</b></p><p><a href=\"https://laohu8.com/S/SAVA\">Cassava Sciences </a> 20% HIGHER; Director Stanford Robertson bought $2 million in stock.</p><p><a href=\"https://laohu8.com/S/APRN\">Blue Apron </a> 18% HIGHER; adds to intra-day gains.</p><p><a href=\"https://laohu8.com/S/ASLE\">AerSale Corporation</a> 7% LOWER; announced that certain of its stockholders, including affiliates of Leonard Green & Partners, L.P. (the Selling Stockholders) intend to offer for sale in an underwritten secondary offering 4,250,000 shares of common stock of AerSale pursuant to a shelf registration statement</p><p><a href=\"https://laohu8.com/S/GOEV\">Canoo Inc.</a> 6% HIGHER; CEO Tony Aquila bought 200K shares.</p><p><a href=\"https://laohu8.com/S/A\">Agilent Technologies</a> 6% HIGHER; reported Q3 EPS of $1.34, $0.14 better than the analyst estimate of $1.20. Revenue for the quarter came in at $1.72 billion versus the consensus estimate of $1.64 billion. Agilent Technologies sees Q4 2022 EPS of $1.38-$1.40, versus the consensus of $129.00. Agilent Technologies sees Q4 2022 revenue of $1.75-1.775 billion, versus the consensus of $1.71 billion.</p><p><a href=\"https://laohu8.com/S/OPCH\">Option Care Health, Inc. </a> 5% LOWER; announced today that an affiliate of <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a>, Inc. has agreed to sell 11,000,000 shares of the Company's common stock in an underwritten secondary offering.</p><p><a href=\"https://laohu8.com/S/BBBY\">Bed Bath & Beyond Inc. </a> 5% HIGHER; adds to recent gains, including 29% intra-day gain.</p><p><a href=\"https://laohu8.com/S/GME\">GameStop </a> 2.6% HIGHER; adds to recent gains, including 6.33% intra-day gain.</p><p><a href=\"https://laohu8.com/S/QTRX\">Quanterix </a> 4% HIGHER; The CEO and CFO both bought stock.</p><p><a href=\"https://laohu8.com/S/JKHY\">Jack Henry </a> 4% LOWER; reported Q4 EPS of $1.10, $0.10 better than the analyst estimate of $1.00. Revenue for the quarter came in at $482.7 million versus the consensus estimate of $480.3 million. Jack Henry sees FY2023 EPS of $5.05-$5.09, versus the consensus of $5.23. Jack Henry sees FY2023 revenue of $2.08-2.09 billion, versus the consensus of $2.08 billion.</p><p><a href=\"https://laohu8.com/S/OSH\">Oak Street Health</a>, Inc. (NYSE: OSH) 4% LOWER; announced the commencement of an underwritten public offering of 7,000,000 shares of its common stock by a selling stockholder.</p><p><a href=\"https://laohu8.com/S/LVLU\">Lulu's Fashion Lounge Holdings, Inc</a>. (NASDAQ: LVLU) 4% HIGHER; reported Q2 EPS of $0.15, $0.07 worse than the analyst estimate of $0.22. Revenue for the quarter came in at $131.5 million versus the consensus estimate of $133.18 million. Lulu's Fashion Lounge Holdings, Inc. reaffirms Q3 2022 revenue of $440-480 million.</p><p><a href=\"https://laohu8.com/S/UBX\">UNITY Biotechnology, Inc. </a> 4% LOWER; announced that it has commenced a proposed underwritten public offering of $25.0 million of shares of its common stock</p><p><a href=\"https://laohu8.com/S/QUIK\">Quicklogic Corp </a> 2% HIGHER; reported Q2 EPS of $0.00, $0.03 better than the analyst estimate of ($0.03). Revenue for the quarter came in at $4.5 million versus the consensus estimate of $4.47 million.</p><p><a href=\"https://laohu8.com/S/FUBO\">FuboTV</a>: 3.6% HIGHER The watchword of the company's various presentations was its plans for a "path to profitability," which culminated in a late setup from the company's chief financial officer.</p><p>"We continue to work towards long-term targets of adjusted EBITDA profitability and positive cash flow in 2025, and the Fubo flywheel will help us track towards that goal, as we execute a plan of controlled growth, alongside margin expansion," said Chief Financial Officer John Janedis.</p></body></html>","source":"highlight_streetinsider","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>After-Hours Movers: GameStop, Bed Bath & Beyond, FuboTV, Agilent And More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAfter-Hours Movers: GameStop, Bed Bath & Beyond, FuboTV, Agilent And More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 07:35 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=20475825><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After-Hours Stock Movers:Cassava Sciences 20% HIGHER; Director Stanford Robertson bought $2 million in stock.Blue Apron 18% HIGHER; adds to intra-day gains.AerSale Corporation 7% LOWER; announced ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20475825\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"A":"安捷伦科技","BBBY":"3B家居"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20475825","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260863317","content_text":"After-Hours Stock Movers:Cassava Sciences 20% HIGHER; Director Stanford Robertson bought $2 million in stock.Blue Apron 18% HIGHER; adds to intra-day gains.AerSale Corporation 7% LOWER; announced that certain of its stockholders, including affiliates of Leonard Green & Partners, L.P. (the Selling Stockholders) intend to offer for sale in an underwritten secondary offering 4,250,000 shares of common stock of AerSale pursuant to a shelf registration statementCanoo Inc. 6% HIGHER; CEO Tony Aquila bought 200K shares.Agilent Technologies 6% HIGHER; reported Q3 EPS of $1.34, $0.14 better than the analyst estimate of $1.20. Revenue for the quarter came in at $1.72 billion versus the consensus estimate of $1.64 billion. Agilent Technologies sees Q4 2022 EPS of $1.38-$1.40, versus the consensus of $129.00. Agilent Technologies sees Q4 2022 revenue of $1.75-1.775 billion, versus the consensus of $1.71 billion.Option Care Health, Inc. 5% LOWER; announced today that an affiliate of Walgreens Boots Alliance, Inc. has agreed to sell 11,000,000 shares of the Company's common stock in an underwritten secondary offering.Bed Bath & Beyond Inc. 5% HIGHER; adds to recent gains, including 29% intra-day gain.GameStop 2.6% HIGHER; adds to recent gains, including 6.33% intra-day gain.Quanterix 4% HIGHER; The CEO and CFO both bought stock.Jack Henry 4% LOWER; reported Q4 EPS of $1.10, $0.10 better than the analyst estimate of $1.00. Revenue for the quarter came in at $482.7 million versus the consensus estimate of $480.3 million. Jack Henry sees FY2023 EPS of $5.05-$5.09, versus the consensus of $5.23. Jack Henry sees FY2023 revenue of $2.08-2.09 billion, versus the consensus of $2.08 billion.Oak Street Health, Inc. (NYSE: OSH) 4% LOWER; announced the commencement of an underwritten public offering of 7,000,000 shares of its common stock by a selling stockholder.Lulu's Fashion Lounge Holdings, Inc. (NASDAQ: LVLU) 4% HIGHER; reported Q2 EPS of $0.15, $0.07 worse than the analyst estimate of $0.22. Revenue for the quarter came in at $131.5 million versus the consensus estimate of $133.18 million. Lulu's Fashion Lounge Holdings, Inc. reaffirms Q3 2022 revenue of $440-480 million.UNITY Biotechnology, Inc. 4% LOWER; announced that it has commenced a proposed underwritten public offering of $25.0 million of shares of its common stockQuicklogic Corp 2% HIGHER; reported Q2 EPS of $0.00, $0.03 better than the analyst estimate of ($0.03). Revenue for the quarter came in at $4.5 million versus the consensus estimate of $4.47 million.FuboTV: 3.6% HIGHER The watchword of the company's various presentations was its plans for a \"path to profitability,\" which culminated in a late setup from the company's chief financial officer.\"We continue to work towards long-term targets of adjusted EBITDA profitability and positive cash flow in 2025, and the Fubo flywheel will help us track towards that goal, as we execute a plan of controlled growth, alongside margin expansion,\" said Chief Financial Officer John Janedis.","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999263254,"gmtCreate":1660535424580,"gmtModify":1676533488674,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563936204183553","authorIdStr":"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/9999263254","repostId":"1144854810","repostType":4,"repost":{"id":"1144854810","kind":"news","pubTimestamp":1660531821,"share":"https://ttm.financial/m/news/1144854810?lang=&edition=fundamental","pubTime":"2022-08-15 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},"isVote":1,"tweetType":1,"viewCount":449,"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":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563936204183553","authorIdStr":"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":{"NVAX":"诺瓦瓦克斯医药","AMC":"AMC院线","BBBY":"3B家居","COIN":"Coinbase Global, 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},"isVote":1,"tweetType":1,"viewCount":648,"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":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563936204183553","authorIdStr":"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},"isVote":1,"tweetType":1,"viewCount":257,"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":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563936204183553","authorIdStr":"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,"repost":{"id":"1153913928","kind":"news","pubTimestamp":1659741524,"share":"https://ttm.financial/m/news/1153913928?lang=&edition=fundamental","pubTime":"2022-08-06 07:18","market":"us","language":"en","title":"S&P 500 Ends Down As Jobs Data Rekindles Rate Hike Fear","url":"https://stock-news.laohu8.com/highlight/detail?id=1153913928","media":"StreetInsider","summary":"TheS&P500 ended lower on Friday, weighed down by Tesla and other technology-related stocks after a s","content":"<html><head></head><body><p>TheS&P500 ended lower on Friday, weighed down by Tesla and other technology-related stocks after a solid jobs report torpedoed recent optimism that the Federal Reserve might let up its aggressive campaign to reign in decades-high inflation.</p><p>Data showed U.S. employers hired far more workers than expected in July, the 19th straight month of payrolls expansion, with the unemployment rate falling to a pre-pandemic low of 3.5%.</p><p>The report added to recent data painting an upbeat picture of the world's largest economy after it contracted in the first half of the year. That deflated investors' expectations that the Fed might let up in its series of rate hikes aimed at cooling the economy.</p><p>"This is all about the Fed. A very strong jobs report like we had puts pressure on the Fed to tighten for longer," said Adam Sarhan, chief executive of 50 Park Investments. "The market is scared the Fed is going to overshoot again. If they tighten too sharply and too long, that's going to cause a hard landing, a deep recession."</p><p>Tesla tumbled 6.6% and weighed heavily on the S&P 500 and Nasdaq. Facebook-owner Meta Platforms lost 2% and Amazon fell 1.2%, also pulling down the index.</p><p>U.S. Treasury yields climbed as odds increased of a 75-basis-point interest rate hike in September. That helped bank stocks, withJPMorganrising 3%, and helping the Dow Jones Industrial Average stay in positive territory.</p><p>Focus now shifts to inflation data due next week, with U.S. annual consumer prices expected to jump by 8.7% in July after a 9.1% rise in June.</p><p>Several policymakers have this week stuck to an aggressive policy tightening stance until they see strong and long-lasting evidence that inflation was trending toward the Fed's 2% goal.</p><p>Surging inflation, the war in Ukraine, Europe's energy crisis and COVID-19 flare-ups in China have rattled investors this year.</p><p>A largely upbeat second-quarter earnings season has helped the S&P 500 bounce back by about 13% from its mid-June lows after a rough first-half performance.</p><p>The S&P 500 declined 0.16% to end the session at 4,145.19 points.</p><p>The Nasdaq declined 0.50% to 12,657.56 points, while the Dow Jones Industrial Average rose 0.23% to 32,803.47 points.</p><p>For the week, the S&P 500 rose 0.4%, the Dow fell 0.1% and the Nasdaq added 2.2%.</p><p>Lyft Inc surged almost 17% after the ride-hailing firm forecast an adjusted operating profit of $1 billion for 2024 after posting record quarterly earnings.</p><p>Advancing issues outnumbered falling ones within the S&P 500 by a 1.3-to-1 ratio.</p><p>The S&P 500 posted four new highs and 30 new lows; the Nasdaq recorded 60 new highs and 38 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 10.6 billion shares traded, compared to an average of 10.8 billion shares over the previous 20 sessions.</p></body></html>","source":"highlight_streetinsider","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 As Jobs Data Rekindles Rate Hike Fear</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 As Jobs Data Rekindles Rate Hike Fear\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-06 07:18 GMT+8 <a href=https://www.streetinsider.com/ETFs/S%26P+500+ends+down+as+jobs+data+rekindles+rate+hike+fear/20422400.html><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TheS&P500 ended lower on Friday, weighed down by Tesla and other technology-related stocks after a solid jobs report torpedoed recent optimism that the Federal Reserve might let up its aggressive ...</p>\n\n<a href=\"https://www.streetinsider.com/ETFs/S%26P+500+ends+down+as+jobs+data+rekindles+rate+hike+fear/20422400.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.streetinsider.com/ETFs/S%26P+500+ends+down+as+jobs+data+rekindles+rate+hike+fear/20422400.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153913928","content_text":"TheS&P500 ended lower on Friday, weighed down by Tesla and other technology-related stocks after a solid jobs report torpedoed recent optimism that the Federal Reserve might let up its aggressive campaign to reign in decades-high inflation.Data showed U.S. employers hired far more workers than expected in July, the 19th straight month of payrolls expansion, with the unemployment rate falling to a pre-pandemic low of 3.5%.The report added to recent data painting an upbeat picture of the world's largest economy after it contracted in the first half of the year. That deflated investors' expectations that the Fed might let up in its series of rate hikes aimed at cooling the economy.\"This is all about the Fed. A very strong jobs report like we had puts pressure on the Fed to tighten for longer,\" said Adam Sarhan, chief executive of 50 Park Investments. \"The market is scared the Fed is going to overshoot again. If they tighten too sharply and too long, that's going to cause a hard landing, a deep recession.\"Tesla tumbled 6.6% and weighed heavily on the S&P 500 and Nasdaq. Facebook-owner Meta Platforms lost 2% and Amazon fell 1.2%, also pulling down the index.U.S. Treasury yields climbed as odds increased of a 75-basis-point interest rate hike in September. That helped bank stocks, withJPMorganrising 3%, and helping the Dow Jones Industrial Average stay in positive territory.Focus now shifts to inflation data due next week, with U.S. annual consumer prices expected to jump by 8.7% in July after a 9.1% rise in June.Several policymakers have this week stuck to an aggressive policy tightening stance until they see strong and long-lasting evidence that inflation was trending toward the Fed's 2% goal.Surging inflation, the war in Ukraine, Europe's energy crisis and COVID-19 flare-ups in China have rattled investors this year.A largely upbeat second-quarter earnings season has helped the S&P 500 bounce back by about 13% from its mid-June lows after a rough first-half performance.The S&P 500 declined 0.16% to end the session at 4,145.19 points.The Nasdaq declined 0.50% to 12,657.56 points, while the Dow Jones Industrial Average rose 0.23% to 32,803.47 points.For the week, the S&P 500 rose 0.4%, the Dow fell 0.1% and the Nasdaq added 2.2%.Lyft Inc surged almost 17% after the ride-hailing firm forecast an adjusted operating profit of $1 billion for 2024 after posting record quarterly earnings.Advancing issues outnumbered falling ones within the S&P 500 by a 1.3-to-1 ratio.The S&P 500 posted four new highs and 30 new lows; the Nasdaq recorded 60 new highs and 38 new lows.Volume on U.S. exchanges was relatively light, with 10.6 billion shares traded, compared to an average of 10.8 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":380,"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":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563936204183553","authorIdStr":"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":"other","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},"isVote":1,"tweetType":1,"viewCount":292,"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":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563936204183553","authorIdStr":"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},"isVote":1,"tweetType":1,"viewCount":444,"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":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563936204183553","authorIdStr":"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":{"AMD":"美国超微公司","PINS":"Pinterest, Inc.","CAT":"卡特彼勒","ZI":"ZoomInfo Technologies Inc.","BP":"英国石油"},"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},"isVote":1,"tweetType":1,"viewCount":542,"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":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563936204183553","authorIdStr":"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,"repost":{"id":"1165172007","kind":"news","pubTimestamp":1659229304,"share":"https://ttm.financial/m/news/1165172007?lang=&edition=fundamental","pubTime":"2022-07-31 09:01","market":"us","language":"en","title":"Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1165172007","media":"seekingalpha","summary":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.</li><li>However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.</li><li>We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.</li><li>Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.</li><li>Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349a5bf19a4fd08047fdb45cb2ec1bb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Robert Way</span></p><p><b>Thesis</b></p><p>Alibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1'23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!</p><p>In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.</p><p>Consequently, since our June article, BABA has significantly underperformed the SPDR S&P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY's 11.06% gain over the same period.</p><p>The market has leveraged the recent pessimism astutely over its delisting risks and China's increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!</p><p>Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are "front-running" the market in anticipation of robust buying support at the current levels to appear soon.</p><p><b>Delisting And GDP Growth Target Fears!</b></p><p>BABA slumped on July 29 as the US SEC added China's e-commerce behemoth to its delisting list, which stunned the market.</p><p>However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.</p><p>Citi's (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):</p><blockquote>We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron's</blockquote><p>Notwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):</p><blockquote>On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma's decision to give up his control over Ant Group. It's hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - Bloomberg</blockquote><p>Furthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China's highest decision-making body) meeting.</p><p>The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):</p><blockquote>China's top leadership gave a downbeat assessment of economic growth but didn't announce new stimulus policies at a key meeting. It stated the country should achieve "the best outcome" possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of "around 5.5%" growth for this year that most economists think is impossible after a slump last quarter. - Bloomberg</blockquote><p><b>Investors Could Be Concerned With A Downbeat Q1 Earnings</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d6acf7fa059008eb6e2bf0f3eef947d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba revenue change % and adjusted EPS change % consensus estimates (S&P Cap IQ)</span></p><p>As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.</p><p>The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4's 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/944e41609958c9613f4c0ec4325bb22a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba adjusted EBITA by segment (Company filings)</span></p><p>However, we believe investors should not be stunned. There shouldn't be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba's most critical adjusted EBITA driver, as seen above.</p><p>Therefore, the current macro headwinds that have continued to impact China's consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.</p><p>Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.</p><p><b>Is BABA Stock A Buy, Sell, Or Hold?</b></p><p><i>We revise our rating on BABA from Hold to Buy.</i></p><p>We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.</p><p>While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.</p><p><i>This article was written by JR Research</i></p></body></html>","source":"seekingalpha","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>Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?</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\">\nAlibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-31 09:01 GMT+8 <a href=https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1165172007","content_text":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.Robert WayThesisAlibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1'23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.Consequently, since our June article, BABA has significantly underperformed the SPDR S&P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY's 11.06% gain over the same period.The market has leveraged the recent pessimism astutely over its delisting risks and China's increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are \"front-running\" the market in anticipation of robust buying support at the current levels to appear soon.Delisting And GDP Growth Target Fears!BABA slumped on July 29 as the US SEC added China's e-commerce behemoth to its delisting list, which stunned the market.However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.Citi's (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron'sNotwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma's decision to give up his control over Ant Group. It's hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - BloombergFurthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China's highest decision-making body) meeting.The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):China's top leadership gave a downbeat assessment of economic growth but didn't announce new stimulus policies at a key meeting. It stated the country should achieve \"the best outcome\" possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of \"around 5.5%\" growth for this year that most economists think is impossible after a slump last quarter. - BloombergInvestors Could Be Concerned With A Downbeat Q1 EarningsAlibaba revenue change % and adjusted EPS change % consensus estimates (S&P Cap IQ)As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4's 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.Alibaba adjusted EBITA by segment (Company filings)However, we believe investors should not be stunned. There shouldn't be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba's most critical adjusted EBITA driver, as seen above.Therefore, the current macro headwinds that have continued to impact China's consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.Is BABA Stock A Buy, Sell, Or Hold?We revise our rating on BABA from Hold to Buy.We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.This article was written by JR Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":543,"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":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563936204183553","authorIdStr":"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; 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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":{".DJI":"道琼斯","WMT":"沃尔玛",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","NEM":"纽曼矿业"},"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},"isVote":1,"tweetType":1,"viewCount":779,"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":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563936204183553","authorIdStr":"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,"repost":{"id":"2254488186","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1658739100,"share":"https://ttm.financial/m/news/2254488186?lang=&edition=fundamental","pubTime":"2022-07-25 16:51","market":"us","language":"en","title":"Philips Swings to Loss and Cuts Sales Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=2254488186","media":"Dow Jones","summary":"Royal Philips NV (PHIA.AE) on Monday reported a swing to a net loss for the second quarter, which it","content":"<html><head></head><body><p>Royal Philips NV (PHIA.AE) on Monday reported a swing to a net loss for the second quarter, which it blamed on a number of issues including pandemic-related lockdowns, inflationary pressures and the Russia-Ukraine war.</p><p>Philips shares plunged 10% in premarket trading.<img src=\"https://static.tigerbbs.com/438f9a0a0107ca6d28ec482ce98bb0fe\" tg-width=\"824\" tg-height=\"828\" referrerpolicy=\"no-referrer\"/></p><p>The Dutch health-technology company has cut its full-year comparable sales guidance to 1% to 3% from a previous forecast of 3% to 5%.</p><p>Still, the company said it expects to deliver growth and profitability improvement from second half of 2022 onward with comparable sales growth of 4%-6% by 2025.</p><p>Philips reported a net loss attributable to shareholders of 22 million euros ($22.5 million) for the quarter, compared with a net profit of EUR150 million a year earlier.</p><p>Quarterly sales fell to EUR4.18 billion from EUR4.23 billion, missing analysts' expectations of EUR4.23 billion. On a comparable basis, sales fell 7%, against a consensus estimate for a fall of 5.4%, the company said.</p><p>Adjusted earnings before interest, taxes and amortization--a metric that strips out exceptional and other one-off items--was EUR216 million, compared with EUR532 million a year earlier and consensus of EUR324 million, Philips said.</p><p>All consensus figures have been taken from the company's website.</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>Philips Swings to Loss and Cuts Sales Guidance</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\">\nPhilips Swings to Loss and Cuts Sales Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-25 16:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Royal Philips NV (PHIA.AE) on Monday reported a swing to a net loss for the second quarter, which it blamed on a number of issues including pandemic-related lockdowns, inflationary pressures and the Russia-Ukraine war.</p><p>Philips shares plunged 10% in premarket trading.<img src=\"https://static.tigerbbs.com/438f9a0a0107ca6d28ec482ce98bb0fe\" tg-width=\"824\" tg-height=\"828\" referrerpolicy=\"no-referrer\"/></p><p>The Dutch health-technology company has cut its full-year comparable sales guidance to 1% to 3% from a previous forecast of 3% to 5%.</p><p>Still, the company said it expects to deliver growth and profitability improvement from second half of 2022 onward with comparable sales growth of 4%-6% by 2025.</p><p>Philips reported a net loss attributable to shareholders of 22 million euros ($22.5 million) for the quarter, compared with a net profit of EUR150 million a year earlier.</p><p>Quarterly sales fell to EUR4.18 billion from EUR4.23 billion, missing analysts' expectations of EUR4.23 billion. On a comparable basis, sales fell 7%, against a consensus estimate for a fall of 5.4%, the company said.</p><p>Adjusted earnings before interest, taxes and amortization--a metric that strips out exceptional and other one-off items--was EUR216 million, compared with EUR532 million a year earlier and consensus of EUR324 million, Philips said.</p><p>All consensus figures have been taken from the company's website.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PHG":"飞利浦"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254488186","content_text":"Royal Philips NV (PHIA.AE) on Monday reported a swing to a net loss for the second quarter, which it blamed on a number of issues including pandemic-related lockdowns, inflationary pressures and the Russia-Ukraine war.Philips shares plunged 10% in premarket trading.The Dutch health-technology company has cut its full-year comparable sales guidance to 1% to 3% from a previous forecast of 3% to 5%.Still, the company said it expects to deliver growth and profitability improvement from second half of 2022 onward with comparable sales growth of 4%-6% by 2025.Philips reported a net loss attributable to shareholders of 22 million euros ($22.5 million) for the quarter, compared with a net profit of EUR150 million a year earlier.Quarterly sales fell to EUR4.18 billion from EUR4.23 billion, missing analysts' expectations of EUR4.23 billion. On a comparable basis, sales fell 7%, against a consensus estimate for a fall of 5.4%, the company said.Adjusted earnings before interest, taxes and amortization--a metric that strips out exceptional and other one-off items--was EUR216 million, compared with EUR532 million a year earlier and consensus of EUR324 million, Philips said.All consensus figures have been taken from the company's website.","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"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":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563936204183553","authorIdStr":"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; 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\">\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},"isVote":1,"tweetType":1,"viewCount":126,"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":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563936204183553","authorIdStr":"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,"repost":{"id":"1131333266","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":1658231848,"share":"https://ttm.financial/m/news/1131333266?lang=&edition=fundamental","pubTime":"2022-07-19 19:57","market":"us","language":"en","title":"Pre-Bell | U.S. Stock Futures Edge Higher; IBM and Lockheed Underperform","url":"https://stock-news.laohu8.com/highlight/detail?id=1131333266","media":"Tiger Newspress","summary":"U.S. stock index futures rose on Tuesday as Apple shares edged higher after sharply dropping in the ","content":"<html><head></head><body><p>U.S. stock index futures rose on Tuesday as Apple shares edged higher after sharply dropping in the previous session, while investors focused on another round of earnings to gauge the strength of corporate America.</p><p>Shares of the iPhone maker rose 0.2% in premarket trading on Tuesday, along with other high-growth stocks including Tesla Inc, Microsoft Corp, Meta Platforms Inc and Amazon.com Inc.</p><p><img src=\"https://static.tigerbbs.com/94fa205ab52b417a24eca26f1fa8186a\" tg-width=\"400\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p><b>Market Snapshot</b></p><p>At 7:45 a.m. ET, Dow e-minis were up 163 points, or 0.53%, S&P 500 e-minis were up 26.25 points, or 0.68%, and Nasdaq 100 e-minis were up 85.75 points, or 0.72%.</p><p><img src=\"https://static.tigerbbs.com/939ac53e32302affd9dae3fccd489b47\" tg-width=\"399\" tg-height=\"177\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b>IBM (IBM)</b> – IBM slid 6.3% in premarket action despite beating top and bottom line estimates for the second quarter. IBM warned of a $3.5 billion impact to earnings because of the strong U.S. dollar.</p><p><b>Johnson & Johnson (JNJ) </b>– The health-care company reported quarterly profit of $2.59 per share, 5 cents a share above estimates. Revenue beat forecasts as well. J&J cut its full-year guidance, however, due to the strength of the U.S. dollar rather than operational issues.</p><p><b>Lockheed Martin (LMT) </b>– U.S. weapons maker Lockheed Martin Corp lowered its 2022 revenue and earnings per share targets on Tuesday after F-35 fighter jet sales fell amid pandemic-related headwinds and as losses at its venture arm and other one-time charges piled up. Lockheed Martin shares dropped 4% in premarket trading.</p><p><b>Hasbro (HAS)</b> – The toy maker topped estimates by 21 cents a share, with quarterly earnings of $1.15 per share. Revenue was very slightly below forecasts. Hasbro said it continues to take steps to cut costs, and to ensure that it has sufficient holiday season inventories.</p><p><b>Boeing (BA)</b> – Boeing is near a deal to sell a small number of 787 Dreamliners to aircraft leasing company AerCap Holdings, according to people familiar with the matter who spoke to The Wall Street Journal. Boeing added 1.1% in premarket action.</p><p><b>Halliburton (HAL)</b> – The oilfield services company’s stock rose 1.8% in the premarket after beating top and bottom line estimates for the second quarter. Profit was up nearly 41% from a year earlier as the jump in oil prices spurred a significant increase in drilling demand.</p><p><b>NCR (NCR)</b> – NCR surged 11.7% in the premarket after The Wall Street Journal reported that private-equity firm Veritas Capital was in exclusive talks to buy the financial technology provider.</p><p><b>Sunrun (RUN), Sunnova Energy (NOVA) </b>– Piper Sandler downgraded both solar company stocks to “neutral” from “overweight,” noting both the failure of President Joe Biden’s “Build Back Better” program to pass Congress as well as cash flow prospects in a potentially recessionary environment. Sunrun fell 3.3% in premarket trading, while Sunnova lost 2.8%.</p><p><b>Cinemark (CNK)</b> – The movie theater operator’s stock gained 5.4% in premarket action after Morgan Stanley upgraded it to “overweight” from “equal-weight.” Morgan Stanley said the return of consumers to theaters represents a trend not reflected in the stock’s price.</p><p><b>Truist Financial (TFC) </b>– The banking company’s stock gained 1.9% in premarket trading after reporting better-than-expected profit and revenue for its latest quarter. Truist said its results reflected strong loan growth and an expansion of its net interest margins.</p><p><b>Market News</b></p><p><b>Apple to Slow Hiring and Spending for Some Teams Next Year</b></p><p>Apple Inc. plans to slow hiring and spending growth next year in some divisions to cope with a potential economic downturn, according to people with knowledge of the matter.</p><p>The decision stems from a move to be more careful during uncertain times, though it isn’t a companywide policy, said the people, who asked not to be identified because the deliberations are private. The changes won’t affect all teams, and Apple is still planning an aggressive product launch schedule in 2023 that includes a mixed-reality headset, its first major new category since 2015.</p><p>Still, the more cautious tone is notable for Apple, a company that has generally beat Wall Street predictions during the Covid-19 pandemic and has weathered past economic turmoil better than many peers.</p><p><b>Twitter Claims Musk Is "Slow-Walking" Trial Over $44 Bln Deal</b></p><p>Twitter Inc on Monday accused Elon Musk of trying to "slow walk" the company's lawsuit to hold him to his $44 billion takeover and urged a September trial to ensure deal financing remains in place, according to a court filing.</p><p>"Millions of Twitter shares trade daily under a cloud of Musk-created doubt," the company wrote. "No public company of this size and scale has ever had to bear these uncertainties."</p><p>Twitter has sued Musk and asked a Delaware judge to order him to complete the merger at the agreed price of $54.20 per share.</p><p><b>Buffett's Berkshire Buys More Occidental Petroleum, Edges Closer to 20% Stake</b></p><p>Warren Buffett's Berkshire Hathaway Inc on Monday said it has bought another 1.94 million shares of Occidental Petroleum Corp, putting it nearer a threshold where it could record some of the oil company's earnings with its own.</p><p>Berkshire's latest purchases from July 14 to July 16 cost $112 million, and gave Buffett's conglomerate a 19.4% Occidental stake worth about $10.9 billion, regulatory filings show.</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>Pre-Bell | U.S. Stock Futures Edge Higher; IBM and Lockheed Underperform</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; 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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\">\nPre-Bell | U.S. Stock Futures Edge Higher; IBM and Lockheed Underperform\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\">2022-07-19 19:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures rose on Tuesday as Apple shares edged higher after sharply dropping in the previous session, while investors focused on another round of earnings to gauge the strength of corporate America.</p><p>Shares of the iPhone maker rose 0.2% in premarket trading on Tuesday, along with other high-growth stocks including Tesla Inc, Microsoft Corp, Meta Platforms Inc and Amazon.com Inc.</p><p><img src=\"https://static.tigerbbs.com/94fa205ab52b417a24eca26f1fa8186a\" tg-width=\"400\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p><b>Market Snapshot</b></p><p>At 7:45 a.m. ET, Dow e-minis were up 163 points, or 0.53%, S&P 500 e-minis were up 26.25 points, or 0.68%, and Nasdaq 100 e-minis were up 85.75 points, or 0.72%.</p><p><img src=\"https://static.tigerbbs.com/939ac53e32302affd9dae3fccd489b47\" tg-width=\"399\" tg-height=\"177\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b>IBM (IBM)</b> – IBM slid 6.3% in premarket action despite beating top and bottom line estimates for the second quarter. IBM warned of a $3.5 billion impact to earnings because of the strong U.S. dollar.</p><p><b>Johnson & Johnson (JNJ) </b>– The health-care company reported quarterly profit of $2.59 per share, 5 cents a share above estimates. Revenue beat forecasts as well. J&J cut its full-year guidance, however, due to the strength of the U.S. dollar rather than operational issues.</p><p><b>Lockheed Martin (LMT) </b>– U.S. weapons maker Lockheed Martin Corp lowered its 2022 revenue and earnings per share targets on Tuesday after F-35 fighter jet sales fell amid pandemic-related headwinds and as losses at its venture arm and other one-time charges piled up. Lockheed Martin shares dropped 4% in premarket trading.</p><p><b>Hasbro (HAS)</b> – The toy maker topped estimates by 21 cents a share, with quarterly earnings of $1.15 per share. Revenue was very slightly below forecasts. Hasbro said it continues to take steps to cut costs, and to ensure that it has sufficient holiday season inventories.</p><p><b>Boeing (BA)</b> – Boeing is near a deal to sell a small number of 787 Dreamliners to aircraft leasing company AerCap Holdings, according to people familiar with the matter who spoke to The Wall Street Journal. Boeing added 1.1% in premarket action.</p><p><b>Halliburton (HAL)</b> – The oilfield services company’s stock rose 1.8% in the premarket after beating top and bottom line estimates for the second quarter. Profit was up nearly 41% from a year earlier as the jump in oil prices spurred a significant increase in drilling demand.</p><p><b>NCR (NCR)</b> – NCR surged 11.7% in the premarket after The Wall Street Journal reported that private-equity firm Veritas Capital was in exclusive talks to buy the financial technology provider.</p><p><b>Sunrun (RUN), Sunnova Energy (NOVA) </b>– Piper Sandler downgraded both solar company stocks to “neutral” from “overweight,” noting both the failure of President Joe Biden’s “Build Back Better” program to pass Congress as well as cash flow prospects in a potentially recessionary environment. Sunrun fell 3.3% in premarket trading, while Sunnova lost 2.8%.</p><p><b>Cinemark (CNK)</b> – The movie theater operator’s stock gained 5.4% in premarket action after Morgan Stanley upgraded it to “overweight” from “equal-weight.” Morgan Stanley said the return of consumers to theaters represents a trend not reflected in the stock’s price.</p><p><b>Truist Financial (TFC) </b>– The banking company’s stock gained 1.9% in premarket trading after reporting better-than-expected profit and revenue for its latest quarter. Truist said its results reflected strong loan growth and an expansion of its net interest margins.</p><p><b>Market News</b></p><p><b>Apple to Slow Hiring and Spending for Some Teams Next Year</b></p><p>Apple Inc. plans to slow hiring and spending growth next year in some divisions to cope with a potential economic downturn, according to people with knowledge of the matter.</p><p>The decision stems from a move to be more careful during uncertain times, though it isn’t a companywide policy, said the people, who asked not to be identified because the deliberations are private. The changes won’t affect all teams, and Apple is still planning an aggressive product launch schedule in 2023 that includes a mixed-reality headset, its first major new category since 2015.</p><p>Still, the more cautious tone is notable for Apple, a company that has generally beat Wall Street predictions during the Covid-19 pandemic and has weathered past economic turmoil better than many peers.</p><p><b>Twitter Claims Musk Is "Slow-Walking" Trial Over $44 Bln Deal</b></p><p>Twitter Inc on Monday accused Elon Musk of trying to "slow walk" the company's lawsuit to hold him to his $44 billion takeover and urged a September trial to ensure deal financing remains in place, according to a court filing.</p><p>"Millions of Twitter shares trade daily under a cloud of Musk-created doubt," the company wrote. "No public company of this size and scale has ever had to bear these uncertainties."</p><p>Twitter has sued Musk and asked a Delaware judge to order him to complete the merger at the agreed price of $54.20 per share.</p><p><b>Buffett's Berkshire Buys More Occidental Petroleum, Edges Closer to 20% Stake</b></p><p>Warren Buffett's Berkshire Hathaway Inc on Monday said it has bought another 1.94 million shares of Occidental Petroleum Corp, putting it nearer a threshold where it could record some of the oil company's earnings with its own.</p><p>Berkshire's latest purchases from July 14 to July 16 cost $112 million, and gave Buffett's conglomerate a 19.4% Occidental stake worth about $10.9 billion, regulatory filings show.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CNK":"喜满客影城",".SPX":"S&P 500 Index","HAS":"孩之宝","TSLA":"特斯拉","IBM":"IBM","HAL":"哈里伯顿","LMT":"洛克希德马丁","AAPL":"苹果",".IXIC":"NASDAQ Composite","NOVA":"Sunnova Energy International Inc.","BA":"波音","TFC":"Truist Financial Corp","JNJ":"强生","RUN":"Sunrun Inc.",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131333266","content_text":"U.S. stock index futures rose on Tuesday as Apple shares edged higher after sharply dropping in the previous session, while investors focused on another round of earnings to gauge the strength of corporate America.Shares of the iPhone maker rose 0.2% in premarket trading on Tuesday, along with other high-growth stocks including Tesla Inc, Microsoft Corp, Meta Platforms Inc and Amazon.com Inc.Market SnapshotAt 7:45 a.m. ET, Dow e-minis were up 163 points, or 0.53%, S&P 500 e-minis were up 26.25 points, or 0.68%, and Nasdaq 100 e-minis were up 85.75 points, or 0.72%.Pre-Market MoversIBM (IBM) – IBM slid 6.3% in premarket action despite beating top and bottom line estimates for the second quarter. IBM warned of a $3.5 billion impact to earnings because of the strong U.S. dollar.Johnson & Johnson (JNJ) – The health-care company reported quarterly profit of $2.59 per share, 5 cents a share above estimates. Revenue beat forecasts as well. J&J cut its full-year guidance, however, due to the strength of the U.S. dollar rather than operational issues.Lockheed Martin (LMT) – U.S. weapons maker Lockheed Martin Corp lowered its 2022 revenue and earnings per share targets on Tuesday after F-35 fighter jet sales fell amid pandemic-related headwinds and as losses at its venture arm and other one-time charges piled up. Lockheed Martin shares dropped 4% in premarket trading.Hasbro (HAS) – The toy maker topped estimates by 21 cents a share, with quarterly earnings of $1.15 per share. Revenue was very slightly below forecasts. Hasbro said it continues to take steps to cut costs, and to ensure that it has sufficient holiday season inventories.Boeing (BA) – Boeing is near a deal to sell a small number of 787 Dreamliners to aircraft leasing company AerCap Holdings, according to people familiar with the matter who spoke to The Wall Street Journal. Boeing added 1.1% in premarket action.Halliburton (HAL) – The oilfield services company’s stock rose 1.8% in the premarket after beating top and bottom line estimates for the second quarter. Profit was up nearly 41% from a year earlier as the jump in oil prices spurred a significant increase in drilling demand.NCR (NCR) – NCR surged 11.7% in the premarket after The Wall Street Journal reported that private-equity firm Veritas Capital was in exclusive talks to buy the financial technology provider.Sunrun (RUN), Sunnova Energy (NOVA) – Piper Sandler downgraded both solar company stocks to “neutral” from “overweight,” noting both the failure of President Joe Biden’s “Build Back Better” program to pass Congress as well as cash flow prospects in a potentially recessionary environment. Sunrun fell 3.3% in premarket trading, while Sunnova lost 2.8%.Cinemark (CNK) – The movie theater operator’s stock gained 5.4% in premarket action after Morgan Stanley upgraded it to “overweight” from “equal-weight.” Morgan Stanley said the return of consumers to theaters represents a trend not reflected in the stock’s price.Truist Financial (TFC) – The banking company’s stock gained 1.9% in premarket trading after reporting better-than-expected profit and revenue for its latest quarter. Truist said its results reflected strong loan growth and an expansion of its net interest margins.Market NewsApple to Slow Hiring and Spending for Some Teams Next YearApple Inc. plans to slow hiring and spending growth next year in some divisions to cope with a potential economic downturn, according to people with knowledge of the matter.The decision stems from a move to be more careful during uncertain times, though it isn’t a companywide policy, said the people, who asked not to be identified because the deliberations are private. The changes won’t affect all teams, and Apple is still planning an aggressive product launch schedule in 2023 that includes a mixed-reality headset, its first major new category since 2015.Still, the more cautious tone is notable for Apple, a company that has generally beat Wall Street predictions during the Covid-19 pandemic and has weathered past economic turmoil better than many peers.Twitter Claims Musk Is \"Slow-Walking\" Trial Over $44 Bln DealTwitter Inc on Monday accused Elon Musk of trying to \"slow walk\" the company's lawsuit to hold him to his $44 billion takeover and urged a September trial to ensure deal financing remains in place, according to a court filing.\"Millions of Twitter shares trade daily under a cloud of Musk-created doubt,\" the company wrote. \"No public company of this size and scale has ever had to bear these uncertainties.\"Twitter has sued Musk and asked a Delaware judge to order him to complete the merger at the agreed price of $54.20 per share.Buffett's Berkshire Buys More Occidental Petroleum, Edges Closer to 20% StakeWarren Buffett's Berkshire Hathaway Inc on Monday said it has bought another 1.94 million shares of Occidental Petroleum Corp, putting it nearer a threshold where it could record some of the oil company's earnings with its own.Berkshire's latest purchases from July 14 to July 16 cost $112 million, and gave Buffett's conglomerate a 19.4% Occidental stake worth about $10.9 billion, regulatory filings show.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"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":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563936204183553","authorIdStr":"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":"fut","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":"<html><head></head><body><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.</p><p>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.</p><p>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."</p><p>And he did.</p><p>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.</p><p>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.</p><p>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.</p><p>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.</p><p>"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."</p><p>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.</p><h2>Massive short squeeze</h2><p>Mr 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.</p><p>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.</p><p>More On This TopicXiang Guangda, the metals 'visionary' who brought nickel market to a standstillNickel trading halted after unprecedented 250% spike amid Russia supply fears</p><p>The 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.</p><p>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.</p><p>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.</p><p>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.</p><p>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.</p><p>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.</p><p>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.</p><p>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.</p><h2>Personal guarantee</h2><p>Mr 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.</p><p>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.</p><p>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.</p><p>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 continues</p><p>It 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.</p><p>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.</p><p>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.</p><p>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.</p><p>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.</p><p>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.</p><p>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.</p><p>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.</p><p>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.</p><p>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.</p><p>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.</p><p>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.</p><p>"A lot of the industry now has temporarily disengaged from the LME," he says. "The market is still functioning, but it's struggling."</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>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":{"JJN":"镍ETN-iPath","NICK.UK":"镍ETF","NIC.AU":"Nickel Industries Ltd"},"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},"isVote":1,"tweetType":1,"viewCount":157,"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":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563936204183553","authorIdStr":"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":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/cdb45c167e367ede602e740013e84dde\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>We’ve talked about how some great stocks are on sale right now.</p><p>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?</p><p>You will see that Monday morning with shares of <b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>).</p><p>But don’t get too excited. In this case, $113 = $2,260.</p><p>That’s impossible, of course. So what’s going on?</p><p>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.</p><p>This is not some once-in-a-lifetime bargain to jump on.</p><p>However, interesting things can and do happen around stock splits. So in today’s <i>Market360</i>, let’s look at whether this particular split is a buying opportunity.</p><h2>Why Would GOOG Split?</h2><p>This is the second time in six weeks that a $2,000 stock has split 20-to-1.</p><p><b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) 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.</p><p><img src=\"https://static.tigerbbs.com/c0f064946217768fa441a97fbd220a27\" tg-width=\"624\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>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.</p><p>In the last two years, Amazon,<b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>),<b>NVIDIA</b> (NASDAQ:<b><u>NVDA</u></b>), and<b>Tesla</b> (NASDAQ:<b><u>TSLA</u></b>) 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,<b>GameStop</b>(NYSE:<b><u>GME</u></b>), will split 4-for-1 next Friday, July 22.</p><p>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.</p><p>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.</p><h2>Is the Split an Opportunity?</h2><p>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.</p><p>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.</p><p><img src=\"https://static.tigerbbs.com/0e5cff440c13bdc1951ec77d5e65eddb\" tg-width=\"624\" tg-height=\"641\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>A split by itself is not an automatic buy signal. It is a minor factor when compared to a company’s fundamentals.</p><p>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,<i>MarketWatch</i>has called me “the advisor who recommended Google before anyone else.”</p><p>I still like it all of these years later. It is one of the biggest business success stories of our time.</p><p>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.</p><p>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.</p><p>So, should you run out and snap up shares of GOOG after the split?</p><p>Well, according to myPortfolio Grader, the answer is no — though that doesn’t mean it’s a sell either.</p><p><img src=\"https://static.tigerbbs.com/3af42132465d8a0ad361ab68744dfc02\" tg-width=\"590\" tg-height=\"459\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>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.</p><p>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><p><b>P.S.</b>If you are looking for a stock to buy right now, I encourage you to<b>check out my latest presentation</b>with the investor known as “The Prophet” — Whitney Tilson.</p><p>Together, we’ve recommended 37 different stocks for gains of 1,000+%. And today, we’re both making the exact same big prediction.</p><p><b>We cover a historic demo</b>in downtown Houston, Texas, that could reshape the market and create millionaires on a single investment.</p><p>And yes, we provide<b>a free recommendation</b>.</p><p>The only catch is, you’ll want to get in now… while prices are still cheap.</p></body></html>","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},"isVote":1,"tweetType":1,"viewCount":93,"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":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563936204183553","authorIdStr":"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":"<html><head></head><body><p><b>Berkshire Hathaway</b> 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.</p><p>However, a few years ago, Berkshire reported an interesting move in its portfolio. The company added shares of two exchange-traded funds, or <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a>s. 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.</p><h2>Berkshire's two ETFs</h2><p>The two ETFs in Berkshire Hathaway's stock portfolio are the <b>SPDR S&P 500 ETF Trust</b> and the <b>Vanguard S&P 500 ETF</b>. And they are both very similar. Both are <b>S&P 500</b> index funds, which means they are designed to deliver the same long-term performance as the S&P 500 index.</p><p>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.</p><h2>Buffett is a big fan of index funds like these</h2><p>Buffett 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.</p><p>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."</p><p>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%.</p><p>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.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>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":{"VOO":"Vanguard标普500ETF","SPY":"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},"isVote":1,"tweetType":1,"viewCount":150,"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":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563936204183553","authorIdStr":"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":"<html><head></head><body><p><b>Berkshire Hathaway</b> 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.</p><p>However, a few years ago, Berkshire reported an interesting move in its portfolio. The company added shares of two exchange-traded funds, or <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a>s. 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.</p><h2>Berkshire's two ETFs</h2><p>The two ETFs in Berkshire Hathaway's stock portfolio are the <b>SPDR S&P 500 ETF Trust</b> and the <b>Vanguard S&P 500 ETF</b>. And they are both very similar. Both are <b>S&P 500</b> index funds, which means they are designed to deliver the same long-term performance as the S&P 500 index.</p><p>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.</p><h2>Buffett is a big fan of index funds like these</h2><p>Buffett 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.</p><p>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."</p><p>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%.</p><p>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.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>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":{"VOO":"Vanguard标普500ETF","SPY":"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},"isVote":1,"tweetType":1,"viewCount":149,"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":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563936204183553","authorIdStr":"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":"uk","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},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070198263,"gmtCreate":1657026535652,"gmtModify":1676535933973,"author":{"id":"3563936204183553","authorId":"3563936204183553","name":"alvinherexD","avatar":"https://static.tigerbbs.com/581a2f621e388bf7f33b560eee3cfcc8","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563936204183553","authorIdStr":"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/9070198263","repostId":"1199488369","repostType":4,"repost":{"id":"1199488369","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":1657025674,"share":"https://ttm.financial/m/news/1199488369?lang=&edition=fundamental","pubTime":"2022-07-05 20:54","market":"us","language":"en","title":"Price Target Changes|Tesla Reduced to $385 by JPM; Alphabet Lowered to $3,000 by Barclays","url":"https://stock-news.laohu8.com/highlight/detail?id=1199488369","media":"Benzinga","summary":"Barclays cut Alphabet Inc. price target from $3,200 to $3,000. Alphabet shares fell 0.9% to $2,154.3","content":"<html><head></head><body><ul><li>Barclays cut <a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc.</a> price target from $3,200 to $3,000. Alphabet shares fell 0.9% to $2,154.36 in pre-market trading.</li><li>Deutsche Bank lowered <a href=\"https://laohu8.com/S/CTAS\">Cintas Corporation</a> price target from $517 to $465. Cintas shares rose 0.9% to close at $376.71 on Friday.</li><li>HSBC cut the price target on <a href=\"https://laohu8.com/S/BABA\">Alibaba Group Holding Limited</a> from $146 to $141. Alibaba shares rose 0.8% to $116.89 in pre-market trading.</li><li>RBC Capital cut the price target on <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance, Inc.</a> from $46 to $42. Walgreens shares dropped 0.1% to $38.51 in pre-market trading.</li><li>Raymond James reduced <a href=\"https://laohu8.com/S/RYAAY\">Ryanair Holdings plc</a> price target from $125 to $112. Ryanair shares fell 1.8% to $67.39 in pre-market trading.</li></ul><ul><li>Credit Suisse cut <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> price target from $100 to $95. Morgan Stanley shares fell 0.5% to $76.40 in pre-market trading.</li><li>Keybanc cut <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> price target from $370 to $280. Meta Platforms shares fell 0.9% to $158.56 in pre-market trading.</li><li>Barclays reduced the price target for <a href=\"https://laohu8.com/S/SNAP\">Snap Inc.</a> from $42 to $20. Snap shares fell 1.3% to $13.00 in pre-market trading.</li><li>JP Morgan lowered price target for <a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> from $395 to $385. Tesla shares fell 0.9% to $675.44 in pre-market trading.</li><li>Needham reduced the price target on <a href=\"https://laohu8.com/S/CVNA\">Carvana Co.</a> from $80 to $31. Carvana shares fell 2.2% to $21.40 in pre-market trading.</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>Price Target Changes|Tesla Reduced to $385 by JPM; Alphabet Lowered to $3,000 by Barclays</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\">\nPrice Target Changes|Tesla Reduced to $385 by JPM; Alphabet Lowered to $3,000 by Barclays\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\">2022-07-05 20:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Barclays cut <a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc.</a> price target from $3,200 to $3,000. Alphabet shares fell 0.9% to $2,154.36 in pre-market trading.</li><li>Deutsche Bank lowered <a href=\"https://laohu8.com/S/CTAS\">Cintas Corporation</a> price target from $517 to $465. Cintas shares rose 0.9% to close at $376.71 on Friday.</li><li>HSBC cut the price target on <a href=\"https://laohu8.com/S/BABA\">Alibaba Group Holding Limited</a> from $146 to $141. Alibaba shares rose 0.8% to $116.89 in pre-market trading.</li><li>RBC Capital cut the price target on <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance, Inc.</a> from $46 to $42. Walgreens shares dropped 0.1% to $38.51 in pre-market trading.</li><li>Raymond James reduced <a href=\"https://laohu8.com/S/RYAAY\">Ryanair Holdings plc</a> price target from $125 to $112. Ryanair shares fell 1.8% to $67.39 in pre-market trading.</li></ul><ul><li>Credit Suisse cut <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> price target from $100 to $95. Morgan Stanley shares fell 0.5% to $76.40 in pre-market trading.</li><li>Keybanc cut <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> price target from $370 to $280. Meta Platforms shares fell 0.9% to $158.56 in pre-market trading.</li><li>Barclays reduced the price target for <a href=\"https://laohu8.com/S/SNAP\">Snap Inc.</a> from $42 to $20. Snap shares fell 1.3% to $13.00 in pre-market trading.</li><li>JP Morgan lowered price target for <a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> from $395 to $385. Tesla shares fell 0.9% to $675.44 in pre-market trading.</li><li>Needham reduced the price target on <a href=\"https://laohu8.com/S/CVNA\">Carvana Co.</a> from $80 to $31. Carvana shares fell 2.2% to $21.40 in pre-market trading.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVNA":"Carvana Co.","TSLA":"特斯拉","WBA":"沃尔格林联合博姿","MS":"摩根士丹利","CTAS":"信达思","RYAAY":"Ryanair Holdings plc","SNAP":"Snap Inc","GOOGL":"谷歌A","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199488369","content_text":"Barclays cut Alphabet Inc. price target from $3,200 to $3,000. Alphabet shares fell 0.9% to $2,154.36 in pre-market trading.Deutsche Bank lowered Cintas Corporation price target from $517 to $465. Cintas shares rose 0.9% to close at $376.71 on Friday.HSBC cut the price target on Alibaba Group Holding Limited from $146 to $141. Alibaba shares rose 0.8% to $116.89 in pre-market trading.RBC Capital cut the price target on Walgreens Boots Alliance, Inc. from $46 to $42. Walgreens shares dropped 0.1% to $38.51 in pre-market trading.Raymond James reduced Ryanair Holdings plc price target from $125 to $112. Ryanair shares fell 1.8% to $67.39 in pre-market trading.Credit Suisse cut Morgan Stanley price target from $100 to $95. Morgan Stanley shares fell 0.5% to $76.40 in pre-market trading.Keybanc cut Meta Platforms, Inc. price target from $370 to $280. Meta Platforms shares fell 0.9% to $158.56 in pre-market trading.Barclays reduced the price target for Snap Inc. from $42 to $20. Snap shares fell 1.3% to $13.00 in pre-market trading.JP Morgan lowered price target for Tesla, Inc. from $395 to $385. Tesla shares fell 0.9% to $675.44 in pre-market trading.Needham reduced the price target on Carvana Co. from $80 to $31. Carvana shares fell 2.2% to $21.40 in pre-market trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"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":4,"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,"repost":{"id":"2214433184","kind":"news","pubTimestamp":1645830512,"share":"https://ttm.financial/m/news/2214433184?lang=&edition=fundamental","pubTime":"2022-02-26 07:08","market":"us","language":"en","title":"Dow Posts Biggest Gain since Nov 2020 as Wall St Rebounds Second Day","url":"https://stock-news.laohu8.com/highlight/detail?id=2214433184","media":"Reuters","summary":"* All sectors higher, led by gains in materials* Oil prices ease* Indexes: Dow up 2.5%, S&P 500 up 2.2%, Nasdaq up 1.6% (Updates close with volume, additional quotes, details)The Dow on Friday registe","content":"<html><head></head><body><p>* All sectors higher, led by gains in materials</p><p>* Oil prices ease</p><p>* Indexes: Dow up 2.5%, S&P 500 up 2.2%, Nasdaq up 1.6% (Updates close with volume, additional quotes, details)</p><p>The Dow on Friday registered its biggest daily percentage gain since November 2020 with the market rebounding for a second day from the sharp selloff leading up to Russia's invasion of Ukraine.</p><p>Oil prices fell below $100 a barrel, easing some concerns about higher energy costs, and all 11 of the major S&P 500 sectors ended up on the day. The S&P 500 and Nasdaq also posted gains for the week.</p><p>Russian missiles pounded Kyiv and families cowered in shelters on Friday, a day after Russia unleashed a three-pronged invasion of Ukraine in the biggest attack on a European state since World War <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>.</p><p>Investors also were assessing news that Russian President Vladimir Putin told his Chinese counterpart Xi Jinping in a call that Russia was willing to hold high-level talks with Ukraine, according to China's foreign ministry.</p><p>Some strategists say stock-selling may have been overdone. The S&P 500 confirmed earlier this week it was in a correction when it ended down more than 10% from its Jan. 3 record closing high.</p><p>"It sure feels a lot more like we've really exhausted sentiment in this correction," said Jim Paulsen, chief investment strategist at The Leuthold Group in Minneapolis, noting that economic fundamentals and corporate health remain favorable.</p><p>The Dow Jones Industrial Average rose 834.92 points, or 2.51%, to 34,058.75, the S&P 500 gained 95.95 points, or 2.24%, to 4,384.65 and the Nasdaq Composite added 221.04 points, or 1.64%, to 13,694.62.</p><p>For the week, the Dow was down 0.1%, the S&P 500 was up 0.8% and the Nasdaq was up 1.1%.</p><p>The West on Thursday unveiled new sanctions on Russia, while NATO Secretary-General Jens Stoltenberg said on Friday the alliance was deploying parts of its combat-ready response force and would continue to send weapons to Ukraine.</p><p>"In general, the sanctions are going to have some bite," but investors seem to be relieved that Washington dismissed the idea of going to war with Russia, said Kristina Hooper, chief global market strategist at Invesco.</p><p>She said volatility should remain high in the coming days as events in Ukraine dictate market moves, but that focus eventually will turn back to the Federal Reserve and the outlook for interest rates.</p><p>Some strategists noted that the sanctions announced Thursday targeted Russia's banks but left its energy sector largely untouched.</p><p>Health care gave the S&P 500 its biggest boost.</p><p>Shares of Johnson & Johnson climbed 5% after a U.S. judge ruled that the drugmaker's subsidiary can remain in bankruptcy, preventing plaintiffs from pursuing 38,000 lawsuits against the company alleging its baby powder and other talc products cause cancer.</p><p>The Cboe Volatility index, Wall Street's fear gauge, ended down at 27.59.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.29-to-1 ratio; on Nasdaq, a 2.63-to-1 ratio favored advancers.</p><p>The S&P 500 posted 15 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 66 new lows.</p><p>Volume on U.S. exchanges was 12.47 billion shares, compared with the 12.1 billion average for the full session over the last 20 trading days.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow Posts Biggest Gain since Nov 2020 as Wall St Rebounds Second Day</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\">\nDow Posts Biggest Gain since Nov 2020 as Wall St Rebounds Second Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-26 07:08 GMT+8 <a href=https://finance.yahoo.com/news/us-stocks-dow-posts-biggest-214015544.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>* All sectors higher, led by gains in materials* Oil prices ease* Indexes: Dow up 2.5%, S&P 500 up 2.2%, Nasdaq up 1.6% (Updates close with volume, additional quotes, details)The Dow on Friday ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-dow-posts-biggest-214015544.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4539":"次新股","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","SDS":"两倍做空标普500ETF","BK4534":"瑞士信贷持仓","OEX":"标普100","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","SH":"标普500反向ETF","IVV":"标普500指数ETF","BK4079":"房地产服务","UPRO":"三倍做多标普500ETF",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF","BK4504":"桥水持仓","SPXU":"三倍做空标普500ETF","COMP":"Compass, Inc."},"source_url":"https://finance.yahoo.com/news/us-stocks-dow-posts-biggest-214015544.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2214433184","content_text":"* All sectors higher, led by gains in materials* Oil prices ease* Indexes: Dow up 2.5%, S&P 500 up 2.2%, Nasdaq up 1.6% (Updates close with volume, additional quotes, details)The Dow on Friday registered its biggest daily percentage gain since November 2020 with the market rebounding for a second day from the sharp selloff leading up to Russia's invasion of Ukraine.Oil prices fell below $100 a barrel, easing some concerns about higher energy costs, and all 11 of the major S&P 500 sectors ended up on the day. The S&P 500 and Nasdaq also posted gains for the week.Russian missiles pounded Kyiv and families cowered in shelters on Friday, a day after Russia unleashed a three-pronged invasion of Ukraine in the biggest attack on a European state since World War Two.Investors also were assessing news that Russian President Vladimir Putin told his Chinese counterpart Xi Jinping in a call that Russia was willing to hold high-level talks with Ukraine, according to China's foreign ministry.Some strategists say stock-selling may have been overdone. The S&P 500 confirmed earlier this week it was in a correction when it ended down more than 10% from its Jan. 3 record closing high.\"It sure feels a lot more like we've really exhausted sentiment in this correction,\" said Jim Paulsen, chief investment strategist at The Leuthold Group in Minneapolis, noting that economic fundamentals and corporate health remain favorable.The Dow Jones Industrial Average rose 834.92 points, or 2.51%, to 34,058.75, the S&P 500 gained 95.95 points, or 2.24%, to 4,384.65 and the Nasdaq Composite added 221.04 points, or 1.64%, to 13,694.62.For the week, the Dow was down 0.1%, the S&P 500 was up 0.8% and the Nasdaq was up 1.1%.The West on Thursday unveiled new sanctions on Russia, while NATO Secretary-General Jens Stoltenberg said on Friday the alliance was deploying parts of its combat-ready response force and would continue to send weapons to Ukraine.\"In general, the sanctions are going to have some bite,\" but investors seem to be relieved that Washington dismissed the idea of going to war with Russia, said Kristina Hooper, chief global market strategist at Invesco.She said volatility should remain high in the coming days as events in Ukraine dictate market moves, but that focus eventually will turn back to the Federal Reserve and the outlook for interest rates.Some strategists noted that the sanctions announced Thursday targeted Russia's banks but left its energy sector largely untouched.Health care gave the S&P 500 its biggest boost.Shares of Johnson & Johnson climbed 5% after a U.S. judge ruled that the drugmaker's subsidiary can remain in bankruptcy, preventing plaintiffs from pursuing 38,000 lawsuits against the company alleging its baby powder and other talc products cause cancer.The Cboe Volatility index, Wall Street's fear gauge, ended down at 27.59.Advancing issues outnumbered declining ones on the NYSE by a 4.29-to-1 ratio; on Nasdaq, a 2.63-to-1 ratio favored advancers.The S&P 500 posted 15 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 66 new lows.Volume on U.S. exchanges was 12.47 billion shares, compared with the 12.1 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"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":4,"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":{"AAPL":"苹果","SSNLF":"三星电子","ASML":"阿斯麦","GOOG":"谷歌","SOXX":"iShares费城交易所半导体ETF","AMZN":"亚马逊","ON":"安森美半导体","NVDA":"英伟达","GOOGL":"谷歌A","CDNS":"铿腾电子","TSM":"台积电","QCOM":"高通","SNPS":"新思科技"},"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},"isVote":1,"tweetType":1,"viewCount":54,"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":4,"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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"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},"isVote":1,"tweetType":1,"viewCount":59,"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":4,"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":59,"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":4,"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,"repost":{"id":"1183956332","kind":"news","pubTimestamp":1626568120,"share":"https://ttm.financial/m/news/1183956332?lang=&edition=fundamental","pubTime":"2021-07-18 08:28","market":"us","language":"en","title":"US IPO Week Ahead: Software, soft drinks, specialty insurance, and more debut in a 17 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1183956332","media":"renaissancecap...","summary":"The IPO market’s breakneck pace is expected to continue in the week ahead, with a whopping 17 IPOs slated to raise $4.7 billion.The largest deal of the week, specialty insurance brokerage Ryan Specialty Group plans to raise $1.3 billion at a $6.1 billion market cap. The company assists in the placement of hard-to-place risks for retail insurance brokers, and the sourcing, onboarding, underwriting, and servicing of those hard-to-place risks for insurance carriers. Profitable on an EBIT basis in t","content":"<p>The IPO market’s breakneck pace is expected to continue in the week ahead, with a whopping 17 IPOs slated to raise $4.7 billion.</p>\n<p>The largest deal of the week, specialty insurance brokerage <b>Ryan Specialty Group</b>(RYAN) plans to raise $1.3 billion at a $6.1 billion market cap. The company assists in the placement of hard-to-place risks for retail insurance brokers, and the sourcing, onboarding, underwriting, and servicing of those hard-to-place risks for insurance carriers. Profitable on an EBIT basis in the 1Q21, the company will be leveraged post-IPO.</p>\n<p>Water infrastructure company <b>Core & Main</b>(CNM) plans to raise $750 million at a $5.2 billion market cap in a 100% synthetic secondary offering. Profitable with solid growth, the company distributes water infrastructure products that connect 4,500 suppliers to over 60,000 municipal, non-residential, and residential customers.</p>\n<p>HR software provider <b>Paycor HCM</b>(PYCR) plans to raise $361 million at a $3.4 billion market cap. Paycor provides human capital management software to small and mid-sized businesses, covering the payroll process and key HR functionality. While net revenue retention fell in the FY20, the company is targeting a large addressable market and has a track record of profitability.</p>\n<p>Latin <a href=\"https://laohu8.com/S/AFG\">American</a> e-commerce platform <b><a href=\"https://laohu8.com/S/VTEX\">VTEX</a></b>(VTEX) plans to raise $304 million at a $3.2 billion market cap. VTEX operates a business-to-consumer e-commerce platform to enterprise customers that natively combines commerce, order management, and marketplace functionality. The company has demonstrated growth, though investments in SG&A and R&D have weighed on profits.</p>\n<p>Learning management platform <b>Instructure Holdings</b>(INST) plans to raise $250 million at a $2.9 billion market cap. The company provides a next-generation Learning Management System (LMS), assessments for learning, actionable analytics, and dynamic content. Instructure states that it is the LMS market leader in both Higher Education and paid K-12, with over 6,000 global customers across 90 countries.</p>\n<p>Protein discovery and development platform <b>AbSci</b>(ABSI) plans to raise $200 million at a $1.6 billion market cap. AbSci currently has nine active programs across seven partners, which include <a href=\"https://laohu8.com/S/MRK\">Merck</a> and Astellas, for which it has either negotiated or plans to negotiate license agreements. The company is highly unprofitable, and 90% of its tech development revenue came from a single partner in the 1Q21.</p>\n<p>Organic beverage brand <b><a href=\"https://laohu8.com/S/ZVIA\">Zevia PBC</a></b>(ZVIA) plans to raise $200 million at a $1.0 billion market cap. Zevia provides six product lines of zero calorie, zero sugar, naturally sweetened beverages in the US and Canada. The company has demonstrated growth and achieved profitability in the 1Q21.</p>\n<p>Content marketing platform <b>Outbrain</b>(OB) plans to raise $200 million at a $1.5 billion market cap. Outbrain’s platform enables over 7,000 online properties, helping them engage their users and monetize their visits by gathering over 1 billion data events each minute. Profitable with strong growth, the company had over 20,000 advertisers using its platform in 2020.</p>\n<p>Fitness franchisor <b>Xponential Fitness</b>(XPOF) plans to raise $200 million at a $711 million market cap. Xponential Fitness is the largest boutique fitness franchisor in the US with over 1,750 studios operating across nine distinct brands. While the company’s business was impacted by the pandemic in 2020, preliminary results for the 2Q21 show 60%+ revenue growth and adjusted EBITDA swinging positive.</p>\n<p>Legal software provider <b>CS Disco</b>(LAW) plans to raise $193 million at a $1.6 billion market cap. Fast growing and unprofitable, DISCO provides a cloud-native, AI-powered legal solution that simplifies ediscovery, legal document review, and case management for enterprises, law firms, legal services providers, and governments.</p>\n<p>Following its postponement in May, Brazil’s <b>Zenvia</b>(ZENV) plans to raise $162 million at a $548 million market cap. The company’s software platform facilitated the flow of communication for more than 10,190 customers throughout Latin America as of March 31, 2021. While it achieved a net revenue expansion rate of nearly 110%, Zenvia’s EBITDA turned negative in the 1Q21.</p>\n<p><b>Couchbase</b>(BASE) plans to raise $151 million at a $992 million market cap. Couchbase provides a NoSQL database that enables enterprises and developers to build and run applications across the cloud, on-premise, hybrid, or mobile and edge environments. The company has a sticky customer base that includes 30% of the Fortune 100, though it remains unprofitable due to high S&M costs.</p>\n<p>Following its postponement in April,<b>Kaltura</b>(KLTR) plans to raise $150 million at a $1.4 billion market cap. Kaltura provides live, real-time, and on-demand video products to a wide range of businesses including educational institutions, and media and telecom companies. Thanks to the growing adoption of virtual events, the company saw revenue expand in the 1Q21, though gross margin contracted.</p>\n<p><b>Gambling.com Group</b>(GAMB) plans to raise $90 million at a $435 million market cap. Gambling.com Group is a performance marketing company and a digital marketing services provider active exclusively in the online gambling industry, with a principal focus on iGaming and sports betting. Profitable and fast growing, the company has increased its customer base from 131 in 2017 to over 200 in 2020.</p>\n<p>Three biotechs are expected to round out the week: cancer biotech <b>Candel Therapeutics</b>(CADL), which plans to raise $85 million at a $398 million market cap; preclinical biotech <b>Ocean Biomedical</b>(OCEA), which plans to raise $50 million at a $506 million market cap; and cancer biotech <b>Elicio Therapeutics</b>(ELTX), which plans to raise $40 million at a $201 million market cap.</p>","source":"lsy1619493174116","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>US IPO Week Ahead: Software, soft drinks, specialty insurance, and more debut in a 17 IPO 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\">\nUS IPO Week Ahead: Software, soft drinks, specialty insurance, and more debut in a 17 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-18 08:28 GMT+8 <a href=https://www.renaissancecapital.com/IPO-Center/News/84265/US-IPO-Week-Ahead-Software-soft-drinks-specialty-insurance-and-more-debut-i><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The IPO market’s breakneck pace is expected to continue in the week ahead, with a whopping 17 IPOs slated to raise $4.7 billion.\nThe largest deal of the week, specialty insurance brokerage Ryan ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/84265/US-IPO-Week-Ahead-Software-soft-drinks-specialty-insurance-and-more-debut-i\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABSI":"Absci Corporation.","RYAN":"Ryan Specialty Group Holdings, Inc.","ELTX":"Elicio Therapeutics","LAW":"CS Disco, Inc.","GAMB":"Gambling.com Group Limited","OB":"Outbrain Inc.","PYCR":"Paycor HCM, Inc.","OCEA":"Ocean Biomedical","CADL":"Candel Therapeutics, Inc.","BASE":"Couchbase, Inc.","VTEX":"VTEX","CNM":"Core & Main, Inc.","INST":"Instructure Holdings, Inc.","ZVIA":"Zevia PBC"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/84265/US-IPO-Week-Ahead-Software-soft-drinks-specialty-insurance-and-more-debut-i","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183956332","content_text":"The IPO market’s breakneck pace is expected to continue in the week ahead, with a whopping 17 IPOs slated to raise $4.7 billion.\nThe largest deal of the week, specialty insurance brokerage Ryan Specialty Group(RYAN) plans to raise $1.3 billion at a $6.1 billion market cap. The company assists in the placement of hard-to-place risks for retail insurance brokers, and the sourcing, onboarding, underwriting, and servicing of those hard-to-place risks for insurance carriers. Profitable on an EBIT basis in the 1Q21, the company will be leveraged post-IPO.\nWater infrastructure company Core & Main(CNM) plans to raise $750 million at a $5.2 billion market cap in a 100% synthetic secondary offering. Profitable with solid growth, the company distributes water infrastructure products that connect 4,500 suppliers to over 60,000 municipal, non-residential, and residential customers.\nHR software provider Paycor HCM(PYCR) plans to raise $361 million at a $3.4 billion market cap. Paycor provides human capital management software to small and mid-sized businesses, covering the payroll process and key HR functionality. While net revenue retention fell in the FY20, the company is targeting a large addressable market and has a track record of profitability.\nLatin American e-commerce platform VTEX(VTEX) plans to raise $304 million at a $3.2 billion market cap. VTEX operates a business-to-consumer e-commerce platform to enterprise customers that natively combines commerce, order management, and marketplace functionality. The company has demonstrated growth, though investments in SG&A and R&D have weighed on profits.\nLearning management platform Instructure Holdings(INST) plans to raise $250 million at a $2.9 billion market cap. The company provides a next-generation Learning Management System (LMS), assessments for learning, actionable analytics, and dynamic content. Instructure states that it is the LMS market leader in both Higher Education and paid K-12, with over 6,000 global customers across 90 countries.\nProtein discovery and development platform AbSci(ABSI) plans to raise $200 million at a $1.6 billion market cap. AbSci currently has nine active programs across seven partners, which include Merck and Astellas, for which it has either negotiated or plans to negotiate license agreements. The company is highly unprofitable, and 90% of its tech development revenue came from a single partner in the 1Q21.\nOrganic beverage brand Zevia PBC(ZVIA) plans to raise $200 million at a $1.0 billion market cap. Zevia provides six product lines of zero calorie, zero sugar, naturally sweetened beverages in the US and Canada. The company has demonstrated growth and achieved profitability in the 1Q21.\nContent marketing platform Outbrain(OB) plans to raise $200 million at a $1.5 billion market cap. Outbrain’s platform enables over 7,000 online properties, helping them engage their users and monetize their visits by gathering over 1 billion data events each minute. Profitable with strong growth, the company had over 20,000 advertisers using its platform in 2020.\nFitness franchisor Xponential Fitness(XPOF) plans to raise $200 million at a $711 million market cap. Xponential Fitness is the largest boutique fitness franchisor in the US with over 1,750 studios operating across nine distinct brands. While the company’s business was impacted by the pandemic in 2020, preliminary results for the 2Q21 show 60%+ revenue growth and adjusted EBITDA swinging positive.\nLegal software provider CS Disco(LAW) plans to raise $193 million at a $1.6 billion market cap. Fast growing and unprofitable, DISCO provides a cloud-native, AI-powered legal solution that simplifies ediscovery, legal document review, and case management for enterprises, law firms, legal services providers, and governments.\nFollowing its postponement in May, Brazil’s Zenvia(ZENV) plans to raise $162 million at a $548 million market cap. The company’s software platform facilitated the flow of communication for more than 10,190 customers throughout Latin America as of March 31, 2021. While it achieved a net revenue expansion rate of nearly 110%, Zenvia’s EBITDA turned negative in the 1Q21.\nCouchbase(BASE) plans to raise $151 million at a $992 million market cap. Couchbase provides a NoSQL database that enables enterprises and developers to build and run applications across the cloud, on-premise, hybrid, or mobile and edge environments. The company has a sticky customer base that includes 30% of the Fortune 100, though it remains unprofitable due to high S&M costs.\nFollowing its postponement in April,Kaltura(KLTR) plans to raise $150 million at a $1.4 billion market cap. Kaltura provides live, real-time, and on-demand video products to a wide range of businesses including educational institutions, and media and telecom companies. Thanks to the growing adoption of virtual events, the company saw revenue expand in the 1Q21, though gross margin contracted.\nGambling.com Group(GAMB) plans to raise $90 million at a $435 million market cap. Gambling.com Group is a performance marketing company and a digital marketing services provider active exclusively in the online gambling industry, with a principal focus on iGaming and sports betting. Profitable and fast growing, the company has increased its customer base from 131 in 2017 to over 200 in 2020.\nThree biotechs are expected to round out the week: cancer biotech Candel Therapeutics(CADL), which plans to raise $85 million at a $398 million market cap; preclinical biotech Ocean Biomedical(OCEA), which plans to raise $50 million at a $506 million market cap; and cancer biotech Elicio Therapeutics(ELTX), which plans to raise $40 million at a $201 million market cap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"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":4,"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,"repost":{"id":"2146090006","kind":"highlight","pubTimestamp":1624755315,"share":"https://ttm.financial/m/news/2146090006?lang=&edition=fundamental","pubTime":"2021-06-27 08:55","market":"us","language":"en","title":"5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2146090006","media":"Motley Fool","summary":"These growth and value stocks are begging to be bought by investors.","content":"<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.</p>\n<p>Although Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1077c8372814d2b8150e933b4c608005\" tg-width=\"700\" tg-height=\"466\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Even though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in <b>Amazon</b> (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.</p>\n<p>As most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.</p>\n<p>But it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b18b49b2b35da2fc49e0a83b883d1c22\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>Pharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than <b>Bristol Myers Squibb</b> (NYSE:BMY).</p>\n<p>One reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with <b>Pfizer</b>, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.</p>\n<p>Another reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b152e369d7c967dcbc926192ee888c1\" tg-width=\"700\" tg-height=\"531\"><span>Image source: Getty Images.</span></p>\n<h2>Mastercard</h2>\n<p>Everyone seems to be looking for the smartest recovery play from the pandemic. Payment processor <b>Mastercard</b> (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.</p>\n<p>Mastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.</p>\n<p>Investors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4e1a1fe028efa4c966b66ef2cd466f5\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Teva Pharmaceutical Industries</h2>\n<p>If you have an appetite for turnaround plays, brand-name and generic-drug developer <b>Teva Pharmaceutical Industries</b> (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.</p>\n<p>While there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.</p>\n<p>Schultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44a30c4dfd6886a29e22d3c6558c3e56\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bank of America</h2>\n<p>Lastly, bank stock <b>Bank of America</b> (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.</p>\n<p>For much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.</p>\n<p>At the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021</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\">\n5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:55 GMT+8 <a href=https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MA":"万事达","BMY":"施贵宝","BRK.A":"伯克希尔","BAC":"美国银行","TEVA":"梯瓦制药","AMZN":"亚马逊","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146090006","content_text":"When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.\nAlthough Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nEven though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in Amazon (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.\nAs most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.\nBut it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.\nImage source: Getty Images.\nBristol Myers Squibb\nPharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than Bristol Myers Squibb (NYSE:BMY).\nOne reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with Pfizer, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.\nAnother reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.\nImage source: Getty Images.\nMastercard\nEveryone seems to be looking for the smartest recovery play from the pandemic. Payment processor Mastercard (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.\nMastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.\nInvestors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.\nImage source: Getty Images.\nTeva Pharmaceutical Industries\nIf you have an appetite for turnaround plays, brand-name and generic-drug developer Teva Pharmaceutical Industries (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.\nWhile there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.\nSchultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.\nImage source: Getty Images.\nBank of America\nLastly, bank stock Bank of America (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.\nFor much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.\nAt the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"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":4,"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":{"SDOW":"道指三倍做空ETF-ProShares",".SPX":"S&P 500 Index","QID":"纳指两倍做空ETF","BA":"波音","DJX":"1/100道琼斯","DOG":"道指反向ETF","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","PSQ":"纳指反向ETF",".DJI":"道琼斯","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF","UDOW":"道指三倍做多ETF-ProShares"},"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},"isVote":1,"tweetType":1,"viewCount":55,"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":4,"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,"repost":{"id":"2239733199","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653865624,"share":"https://ttm.financial/m/news/2239733199?lang=&edition=fundamental","pubTime":"2022-05-30 07:07","market":"us","language":"en","title":"GameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2239733199","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n U.S. stock and bond markets will be closed Monday for Memorial Day. A h","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n</p>\n<p>\n HP and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n</p>\n<p>\n There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings on Thursday. \n</p>\n<p>\n It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n</p>\n<p>\n Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n</p>\n<p>\n Monday 5/30 \n</p>\n<p>\n Equity and fixed-income markets are closed in observance of Memorial Day. \n</p>\n<p>\n Tuesday 5/31 \n</p>\n<p>\n HP Inc. and Salesforce.com announce earnings. \n</p>\n<p>\n The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n</p>\n<p>\n The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n</p>\n<p>\n Wednesday 6/1 \n</p>\n<p>\n Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n</p>\n<p>\n AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n</p>\n<p>\n Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n</p>\n<p>\n The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n</p>\n<p>\n The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n</p>\n<p>\n Thursday 6/2 \n</p>\n<p>\n Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n</p>\n<p>\n Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n</p>\n<p>\n ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n</p>\n<p>\n Friday 6/3 \n</p>\n<p>\n The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n</p>\n<p>\n Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n</p>\n<p>\n ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about <a href=\"https://laohu8.com/S/AONE.U\">one</a> point less than the April figure. \n</p>\n<p>\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n May 31, 2022 08:33 ET (12:33 GMT)\n</p>\n<p>\n Copyright (c) 2022 Dow Jones & Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-30 07:07</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n</p>\n<p>\n HP and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n</p>\n<p>\n There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings on Thursday. \n</p>\n<p>\n It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n</p>\n<p>\n Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n</p>\n<p>\n Monday 5/30 \n</p>\n<p>\n Equity and fixed-income markets are closed in observance of Memorial Day. \n</p>\n<p>\n Tuesday 5/31 \n</p>\n<p>\n HP Inc. and Salesforce.com announce earnings. \n</p>\n<p>\n The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n</p>\n<p>\n The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n</p>\n<p>\n Wednesday 6/1 \n</p>\n<p>\n Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n</p>\n<p>\n AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n</p>\n<p>\n Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n</p>\n<p>\n The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n</p>\n<p>\n The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n</p>\n<p>\n Thursday 6/2 \n</p>\n<p>\n Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n</p>\n<p>\n Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n</p>\n<p>\n ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n</p>\n<p>\n Friday 6/3 \n</p>\n<p>\n The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n</p>\n<p>\n Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n</p>\n<p>\n ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about <a href=\"https://laohu8.com/S/AONE.U\">one</a> point less than the April figure. \n</p>\n<p>\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n May 31, 2022 08:33 ET (12:33 GMT)\n</p>\n<p>\n Copyright (c) 2022 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HPE":"慧与科技","GME":"游戏驿站","HRL":"荷美尔","PCAR":"帕卡","NVDA":"英伟达","ISBC":"投资者银行","NFLX":"奈飞","LULU":"lululemon athletica"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2239733199","content_text":"By Nicholas Jasinski \n\n\n U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n\n\n HP and Salesforce.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n\n\n There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and PayPal Holdings on Thursday. \n\n\n It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n\n\n Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n\n\n Monday 5/30 \n\n\n Equity and fixed-income markets are closed in observance of Memorial Day. \n\n\n Tuesday 5/31 \n\n\n HP Inc. and Salesforce.com announce earnings. \n\n\n The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n\n\n The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n\n\n Wednesday 6/1 \n\n\n Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n\n\n AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n\n\n Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n\n\n The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n\n\n The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n\n\n Thursday 6/2 \n\n\n Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n\n\n Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n\n\n ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n\n\n Friday 6/3 \n\n\n The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n\n\n Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n\n\n ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about one point less than the April figure. \n\n\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n May 31, 2022 08:33 ET (12:33 GMT)\n\n\n Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"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":4,"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":{"DISCA":"探索传播","FANG":"Diamondback Energy","BK4517":"邮轮概念","HD":"家得宝","BK4095":"家庭装饰品","SPY":"标普500ETF","M":"梅西百货","BK4094":"服装零售","TJX":"The TJX Companies Inc.","BK4551":"寇图资本持仓","KDP":"Keurig Dr Pepper Inc",".SPX":"S&P 500 Index","BK4022":"陆运","BK4505":"高瓴资本持仓","BK4097":"系统软件","BK4560":"网络安全概念","BK4504":"桥水持仓","BK4125":"广播","JPM":"摩根大通","SPCE":"维珍银河","BK4142":"酒店、度假村与豪华游轮","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","PANW":"Palo Alto Networks","CPI":"IQ Real Return ETF","A":"安捷伦科技","BK4170":"电脑硬件、储存设备及电脑周边","NKLA":"Nikola Corporation","BK4562":"SPAC上市公司","BK4077":"互动媒体与服务","BK4107":"财产与意外伤害保险","BK4023":"应用软件","PLNT":"Planet Fitness Inc","BK4515":"5G概念","BK4554":"元宇宙及AR概念","BK4187":"航天航空与国防","BK4532":"文艺复兴科技持仓","APA":"阿帕契","CZR":"凯撒娱乐","BK4177":"软饮料","HTZ":"赫兹租车","BK4108":"电影和娱乐","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4139":"生物科技","OXY":"西方石油","LOW":"劳氏","BK4149":"建筑机械与重型卡车","BBWI":"Bath & Body Works Inc.","BK4150":"赌场与赌博","SPY.AU":"SPDR® S&P 500® ETF Trust","BK4524":"宅经济概念","ZS":"Zscaler Inc.","MOS":"美国美盛","BK4121":"生命科学工具和服务","BK4559":"巴菲特持仓","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},"isVote":1,"tweetType":1,"viewCount":198,"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":4,"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","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF","NFLX":"奈飞",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","OEX":"标普100","BA":"波音","AAPL":"苹果","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500ETF","MTCH":"Match Group, Inc.","MRK":"默沙东","CXP":"Columbia Property Trust Inc","SH":"标普500反向ETF","IVV":"标普500指数ETF","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},"isVote":1,"tweetType":1,"viewCount":41,"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":4,"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,"repost":{"id":"1198202103","kind":"news","pubTimestamp":1626481985,"share":"https://ttm.financial/m/news/1198202103?lang=&edition=fundamental","pubTime":"2021-07-17 08:33","market":"us","language":"en","title":"Dow drops nearly 300 points on Friday, snaps 3-week winning streak","url":"https://stock-news.laohu8.com/highlight/detail?id=1198202103","media":"CNBC","summary":"U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as ","content":"<div>\n<p>U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as inflation fears overshadowed strong retail sales numbers and better-than-expected earnings reports.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow drops nearly 300 points on Friday, snaps 3-week winning streak</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\">\nDow drops nearly 300 points on Friday, snaps 3-week winning streak\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 08:33 GMT+8 <a href=https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as inflation fears overshadowed strong retail sales numbers and better-than-expected earnings reports.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html\">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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1198202103","content_text":"U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as inflation fears overshadowed strong retail sales numbers and better-than-expected earnings reports.\nThe Dow lost 299.17 points, or 0.86%, to close at 34,687.85. The S&P 500 dipped 0.75% to 4,327.16 and the Nasdaq Composite shed 0.8% to 14,427.24.\nThe three averages closed the week lower to each snap 3-week win streaks. The Dow ended the week down 0.52%, while the S&P 500 dipped 0.97% and the Nasdaq Composite fell 1.87% during the same period.\n\nA U.S.consumer sentimentindex from the University of Michigan came in at 80.8 for the first half of July, down from 85.5 last month and worse than estimates from economists, who projected an increase. The report released Friday showed inflation expectations rising, with consumers believing prices will increase 4.8% in the next year, the highest level since August 2008.\nThe Dow gave up its gains early Friday shortly after the University of Michigan report came out 30 minutes into the session. Losses increased as the day went on with major averages closing at the lows of the session.\nThe consumer sentiment weakness “is at face value hard to square with the acceleration in employment growth and the continued resilience of the stock market,” said Andrew Hunter, senior U.S. economist at Capital Economics, but the report “suggested that concerns over surging inflation are now outweighing those positive trends.”\nInflation fears\nThe market was held back all week by inflation fears although the S&P 500 and Dow did touch new all-time highs briefly. On Tuesday, theconsumer price indexshowed a 5.4% increase in June from a year ago, the fastest pace in nearly 13 years.\nStocks got off to a good start Friday with the Dow rising more than 100 points to above 35,000 shortly after the open.Data released before the bell showed retail and food service salesrose 0.6% in June, while economists surveyed by Dow Jones had expected a 0.4% decline. If that level held, it would have been the Dow’s first close ever above 35,000.\nDespite the week’s losses, the Dow is still up 13% for the year and sits just 1.15% from an all-time high. The S&P 500 is up 15% on the year and is 1.51% below its record level.\n“The market looks broadly fairly valued to me, with most stocks priced to provide a market rate of return plus or minus a few percent,” Bill Miller, chairman and chief investment officer of Miller Value Partners,said in an investor letter.\n“There are pockets of what look like appreciable over-valuation and pockets of significant undervaluation in the US market, in my opinion. We can find plenty of names to fill our portfolios and so remain fully invested,” the value investor added.\nEnergy correction\nEnergy stocks, the hottest part of the market in 2021, fell into correction territory on Friday as oil prices pulled back from their highs.\nThe Energy Select Sector SPDR Fund fell more than 2% on Friday, the worst of any group, dropping 14% from its high. Still, the sector is up about 28% in 2021, making it the top performer of any of the 11 main industry groups.\nWeaker performance from technology stocks also weighed on the market Friday. Shares of Apple closed 1.4% lower afternotching a record closejust two days prior. Netflix shares fell ahead of the streaming giant’s second-quarter earnings report next week.\nInvestors digested strong earnings results from the first major week of second-quarter reports. Though some of the nation’s largest companies posted healthy earnings and revenues amid the economic recovery, the reaction in the stock market has so far been muted.\nThe Financial Select Sector SPDR Fund ended the week 1.5% lower despite big profit growth numbers posted by the likes of JPMorgan Chase and Bank of America.\n“Good earnings might have become an excuse for some investors to take profit. And with earnings expectations so high in general, it takes a really big beat for a company to impress,” JJ Kinahan, TD Ameritrade chief market strategist, said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"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":4,"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},"isVote":1,"tweetType":1,"viewCount":77,"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":4,"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":"<html><head></head><body><p>It was a little over 13 years ago that the <b>S&P 500</b> 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.</p><p>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 <a href=\"https://laohu8.com/S/AONE.U\">one</a> year.</p><p>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.</p><h2>a.k.a Brands</h2><p>Retailers like e-commerce play <b>a.k.a Brands</b> 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.</p><p>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.</p><p>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.</p><p>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.</p><p>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.</p><h2>Carvana</h2><p><b>Carvana</b> 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.</p><p>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.</p><p>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.</p><p>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.</p><h2>Fiverr</h2><p>Add freelancing marketplace operator <b>Fiverr</b> 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.</p><p>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.</p><p>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.</p><p>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.</p><p>Wall Street still sees tremendous upside, with the stock potentially rising from under $64 a share today to $280, a 339% one-year gain.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>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.","AKA":"a.k.a. Brands Holding Corp.","FVRR":"Fiverr International Ltd."},"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},"isVote":1,"tweetType":1,"viewCount":38,"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":4,"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":{"SHOP":"Shopify Inc","AMZN":"亚马逊","TSLA":"特斯拉"},"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},"isVote":1,"tweetType":1,"viewCount":253,"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":4,"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,"repost":{"id":"2211209385","kind":"news","pubTimestamp":1644793624,"share":"https://ttm.financial/m/news/2211209385?lang=&edition=fundamental","pubTime":"2022-02-14 07:07","market":"us","language":"en","title":"Russia-Ukraine Tensions, Retail Sales, Walmart Earnings: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2211209385","media":"Yahoo Finance","summary":"Choppiness in U.S. stocks is expected to persist this week as investors grapple with the prospect of","content":"<html><head></head><body><p>Choppiness in U.S. stocks is expected to persist this week as investors grapple with the prospect of swifter monetary tightening and escalating geopolitical tensions between Russia and Ukraine. And a new read on retail sales will be released Wednesday giving investors more insights into consumer spending.</p><p>Concerns over military action by the Kremlin have created a new headwind for investors, particularly after the White House warned on Friday that a possible invasion of Ukraine by Russia could come within days. The statement dealt a fresh blow to markets.</p><p>“The Russia-Ukraine tensions have hovered over already shaky investor sentiment,” Comerica Wealth Management Chief Investment Officer John Lynch said in a note. “Investors have been counting on a diplomatic resolution, but recent developments indicate this may be wishful thinking and therefore, not fully priced into the markets.”</p><p>The geopolitical tensions add to the uncertainty around central bank policy that has dominated market sentiment in recent months. Friday’s warning by the Biden administration weighed on stocks and sent oil prices soaring to a seven-year high.</p><p>“By pushing energy prices even higher, a Russian invasion would likely exacerbate inflation and redouble pressure on the Fed to raise interest rates,” Comerica Bank Chief Economist Bill Adams said in a note. “From the Fed’s perspective, the inflationary effects of a Russian invasion and higher energy prices would likely outweigh the shock’s negative implications for global growth.”</p><p>The Fed is already under pressure to act on the fastest increase in prices in 40 years. Wall Street was rattled last week by a highly-anticipated fresh print on the Labor Department’s Consumer Price Index (CPI), which notched a steeper-than-expected 7.5% increase over the year ended January to mark the largest annual jump since 1982. The surge heightened calls for the Federal Reserve to intervene more aggressively than anticipated to rein in soaring price levels, even raising the possibility of an emergency hike before the bank’s next policy meeting in March.</p><p>“As the inflation fire burns even hotter, the Federal Reserve will have to bring an even bigger firehose to put it out,” FWDBONDS Chief Economist Chris Rupkey said in a note.</p><p>Worries over above-estimated inflation have raised questions about whether or not the central bank might deliver on a 50 basis point move in mid-March. The Fed has not executed a “double” rate increase in a single policy decision since May 2000.</p><p>Fed watchers including Goldman Sachs and Deutsche Bank had ramped up their calls on how many times policymakers will increase rates. Goldman now sees the Federal Reserve hiking short-term borrowing costs seven times this year rather than the five it had expected earlier, while Deutsche Bank projects a 50 basis point rate hike in March and five more 25 basis point increases in the year.</p><p>CME Group's FedWatch tool showed investors were pricing in a 99% chance Fed policymakers will raise rates by 50 basis points in March as of Friday, a jump of 24% from the probability reflected two days earlier.</p><p>Some experts say the projections are greatly exaggerated.</p><p>“Even with elevated levels of inflation, we expect the Federal Reserve to tighten less than the market expects in 2022,” Treasury Partners Chief Investment Officer Richard Saperstein said in a note.</p><p>“We do not expect the Federal Reserve to announce rate hikes at every meeting and such extreme tightening scenarios suggest that we’re currently witnessing peak Fed mania,” he wrote, adding a moderate tightening process through a combination of rate hikes and the implementation of quantitative tightening starting this summer were likely.</p><p>On the geopolitical front, LPL Financial’s Ryan Detrick also appeared to temper the notion that a move by Russia into Ukraine would crash the stock market, pointing out that, historically, the great majority of geopolitical events going back to World War II did not put much of a dent in equities and losses were typically recovered quickly.</p><p><img src=\"https://static.tigerbbs.com/874e40dd031fe2fadf0415f24e036dcc\" tg-width=\"5500\" tg-height=\"3667\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>U.S. President Joe Biden holds virtual talks with Russia's President Vladimir Putin amid Western fears that Moscow plans to attack Ukraine, as Secretary of State Antony Blinken listens with other officials during a secure video call from the Situation Room at the White House in Washington, U.S., December 7, 2021. The White House/Handout via REUTERS THIS IMAGE HAS BEEN SUPPLIED BY A THIRD PARTY TPX IMAGES OF THE DAYHandout . / reuters</p><p>“You can’t minimize what today’s news could mean on that part of the world and the people impacted, but from an investment point of view we need to remember that major geopolitical events historically haven’t moved stocks much,” Detrick said.</p><p>As an example, Detrick cited <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the best six-month runs in U.S. stocks ever following the assassination of President John F. Kennedy in November 1963.</p><p>“The truth is a solid economy can make up for a lot of sins,” Detrick added.</p><p><img src=\"https://static.tigerbbs.com/4e7861525c30cb94872b9893fdecc17e\" tg-width=\"1631\" tg-height=\"1130\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The great majority of geopolitical events going back to World War II didn’t put much of a dent in stocks, with any losses made up quite quickly, according to Ryan Detrick, hief Market Strategist for LPL Financial.LPL Financial,</p><h2><b>Retail sales</b></h2><p>Consensus economists are expecting to see retail sales, released by the U.S. Census Bureau, rise by 2% in January compared to December's decrease of 1.9%, but sales excluding autos, gasoline, building materials and food services is expected to rise at a softer 0.8%, according to Bloomberg data. This would compare to December's decline of 2.3%.</p><p>"The mom [month-over-month] gain in retail ex auto was negatively impacted by restaurants and gas spending, which were down 1.7% and 3.8% mom, respectively. As a result, the core control group, which nets out auto, gas, building and restaurants showed a strong 1.9% mom gain," said BofA Securities in a research note last week. "Keep in mind that the Census retail sales report does not capture services spending other than restaurants spending so the impact on Census Bureau data from the Omicron distortions will be fairly muted."</p><p>Although earnings season is slowly winding down, another docket of corporate results remains underway for investors to weigh against monetary and geopolitical conditions this week.</p><p>Retail giant Walmart (WMT) will report fiscal fourth quarter 2021 earnings Thursday before the bell which will provide a fresh look into supply-chain issues as well as consumer spending. Walmart is expected to report adjusted earnings of $1.50 per share on revenue of $151.51 billion for the quarter, according to Bloomberg consensus. U.S. same-store sales is expected to increase 6.1%, ahead of guidance of 5%, for the holiday shopping quarter, according to Bloomberg.</p><p>"We believe WMT's core business remained strong in F4Q following a strong F3Q (US comps were +9.2%, with transactions +5.7%), and given strong inventory positioning (supported by more favorable port access, long-term container shipping agreements and chartered vessel capacity) that likely supported share gains vs. smaller competitors this holiday." said BofA Securities in a research note on Feb. 10.</p><p>Other big-name companies to report earnings through Friday include ViacomCBS (VIAC), Airbnb (ABNB), Cisco Systems (CSCO), and Roku (ROKU).</p><p>On Capitol Hill, the fate of Federal Reserve Chairman Jerome Powell and a lineup of central bank nominees including Fed governor and vice chair pick Lael Brainard will be in focus as the Senate Banking Committee readies to hold a series of confirmation votes this week.</p><h2><b>Economic calendar</b></h2><ul><li><p><b>Monday:</b> <i>No notable reports scheduled for release</i></p></li><li><p><b>Tuesday:</b> Producer Price Index (PPI) final demand, month-over-month, January (0.5% expected, 0.2% in December, upwardly revised to 0.3%); PPI excluding food and energy, month-over-month, January (0.4% expected, 0.5% in December); PPI excluding food, energy, and trade, month-over-month, January (0.4% expected, 0.4% in December, downwardly revised to 0.3%); PPI year-over-year, January (9.0% expected, 9.7% in December); PPI, year-over-year, January (7.8% expected, 8.3% in December); PPI excluding food and energy, year-over-year, January (6.3% expected, 6.9% in December); PPI excluding food, energy, and trade, year-over-year, January (6.3% expected, 6.9% in December); Empire Manufacturing, February (11.0 expected, -0.7 during prior month); Net Long-Term TIC Outflows, December ($137.4 billion during prior month); Total Net TIC Outflows, December ($223.9 billion during prior month)</p></li><li><p><b>Wednesday:</b> MBA Mortgage Applications, week ended Feb. 11 (-8.1% during prior week); Retail Sales Advance, month-over-month, January (2.0% expected, -1.9% in December); Retail Sales excluding autos, month-over-month, January (0.8% expected, -2.3% in December); Retail Sales excluding autos and gas, month-over-month, January (1.0% expected, -2.5% in December); Import Price Index, month-over-month, January (1.3% expected, -0.2% in December); Import Price Index excluding petroleum, month-over-month, January (0.4% expected, 0.3% in December); Import Price Endex, year-over-year, January (9.8% expected, 10.4% in December); Export Price Index, month-over-month, January (1.3% expected, -1.8% in December); Export Price Index, year-over-year, January (14.7% in December); Industrial Production, month-over-month, January (0.4% expected, -0.1% in December); Capacity Utilization, January (76.8% expected, 76.5% in December); Manufacturing (SIC) Production, January (0.3% expected, -0.3% in December); Business Inventories, December (2.1% expected,1.3% in November); NAHB Housing Market Index, February (83 expected, 83 in January); FOMC Meeting Minutes, January 26</p></li><li><p><b>Thursday:</b> Building permits, January (1.750 million expected, 1.873 million in December, upwardly revised to 1.885 million); Building permits, month-over-month, January (-7.2% expected, 9.1% in December, upwardly revised to 9.8%); Housing starts, January (1.700 million expected, 1.702 million in December); Housing starts, month-over-month, January (-0.1% expected, 1.4% in December); Initial jobless claims, week ended Feb. 12 (220,000 expected, 223,000 during prior week); Continuing claims, week ended Feb. 5 (1.621 million during prior week); Philadelphia Fed Business Outlook Index, February (20.0 expected, 23.2 in January)</p></li><li><p><b>Friday: </b>Existing Home Sales, January (6.10 million expected, 6.18 million in December); Existing Home Sales, month-over-month, January (-1.3% expected, -4.6% in December); Leading Index, January (0.2% expected, 0.8% in December)</p></li></ul><h2><b>Earnings calendar</b></h2><p><b>Monday</b></p><p>Before market open: TreeHouse Foods (THS), <a href=\"https://laohu8.com/S/WEBR\">Weber Inc.</a> (WEBR)</p><p>After market close: $Vornado Realty Trust(VNO-N)$ (VNO), Avis Budget Group (CAR), Arista Networks (ANET), Advance Auto Parts (AAP)</p><p><b>Tuesday</b></p><p>Before market open: Marriott International (MAR)</p><p>After market close: ViacomCBS (VIAC), Wynn Resorts (WYNN), Airbnb (ABNB), Akamai Technologies (AKAM), Roblox (RBLX), Denny’s (DENN), La-Z-Boy (LZB), Wyndham Hotels & Resorts Inc. (WH), ZoomInfo Technologies (ZI)</p><p><b>Wednesday</b></p><p>Before market open: Kraft Heinz (KHC), Hilton Worldwide (HLT), Analog Devices (ADI), Shopify (SHOP)</p><p>After market close: Cisco Systems (CSCO), Nvidia (NVDA), TripAdvisor (TRIP), AIG (AIG), DoorDash (DASH), Hyatt Hotels (H), Cheesecake Factory (CAKE), Marathon Oil (MRO), Energy Transfer (ET)</p><p><b>Thursday</b></p><p>Before market open: Nestlé (NSRGY) Walmart (WMT), US Foods (USFD), Palantir Technologies (PLTR), <a href=\"https://laohu8.com/S/AN\">AutoNation</a> (AN)</p><p>After market close: Shake Shack (SHAK), Roku (ROKU), Dropbox (DBX),Tanger Factory Outlet Centers (SKT)</p><p><b>Friday</b></p><p>Before market open: Deere (DE), DraftKings (DKNG), Bloomin’ Brands (BLMN), Allianz (ALIZY)</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Russia-Ukraine Tensions, Retail Sales, Walmart Earnings: 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; 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\">\nRussia-Ukraine Tensions, Retail Sales, Walmart Earnings: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 07:07 GMT+8 <a href=https://finance.yahoo.com/news/double-rate-increases-russias-invasion-of-ukraine-what-to-know-this-week-200245001.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Choppiness in U.S. stocks is expected to persist this week as investors grapple with the prospect of swifter monetary tightening and escalating geopolitical tensions between Russia and Ukraine. And a ...</p>\n\n<a href=\"https://finance.yahoo.com/news/double-rate-increases-russias-invasion-of-ukraine-what-to-know-this-week-200245001.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XLF":"金融ETF","SPY.AU":"SPDR® S&P 500® ETF Trust","WMT":"沃尔玛"},"source_url":"https://finance.yahoo.com/news/double-rate-increases-russias-invasion-of-ukraine-what-to-know-this-week-200245001.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2211209385","content_text":"Choppiness in U.S. stocks is expected to persist this week as investors grapple with the prospect of swifter monetary tightening and escalating geopolitical tensions between Russia and Ukraine. And a new read on retail sales will be released Wednesday giving investors more insights into consumer spending.Concerns over military action by the Kremlin have created a new headwind for investors, particularly after the White House warned on Friday that a possible invasion of Ukraine by Russia could come within days. The statement dealt a fresh blow to markets.“The Russia-Ukraine tensions have hovered over already shaky investor sentiment,” Comerica Wealth Management Chief Investment Officer John Lynch said in a note. “Investors have been counting on a diplomatic resolution, but recent developments indicate this may be wishful thinking and therefore, not fully priced into the markets.”The geopolitical tensions add to the uncertainty around central bank policy that has dominated market sentiment in recent months. Friday’s warning by the Biden administration weighed on stocks and sent oil prices soaring to a seven-year high.“By pushing energy prices even higher, a Russian invasion would likely exacerbate inflation and redouble pressure on the Fed to raise interest rates,” Comerica Bank Chief Economist Bill Adams said in a note. “From the Fed’s perspective, the inflationary effects of a Russian invasion and higher energy prices would likely outweigh the shock’s negative implications for global growth.”The Fed is already under pressure to act on the fastest increase in prices in 40 years. Wall Street was rattled last week by a highly-anticipated fresh print on the Labor Department’s Consumer Price Index (CPI), which notched a steeper-than-expected 7.5% increase over the year ended January to mark the largest annual jump since 1982. The surge heightened calls for the Federal Reserve to intervene more aggressively than anticipated to rein in soaring price levels, even raising the possibility of an emergency hike before the bank’s next policy meeting in March.“As the inflation fire burns even hotter, the Federal Reserve will have to bring an even bigger firehose to put it out,” FWDBONDS Chief Economist Chris Rupkey said in a note.Worries over above-estimated inflation have raised questions about whether or not the central bank might deliver on a 50 basis point move in mid-March. The Fed has not executed a “double” rate increase in a single policy decision since May 2000.Fed watchers including Goldman Sachs and Deutsche Bank had ramped up their calls on how many times policymakers will increase rates. Goldman now sees the Federal Reserve hiking short-term borrowing costs seven times this year rather than the five it had expected earlier, while Deutsche Bank projects a 50 basis point rate hike in March and five more 25 basis point increases in the year.CME Group's FedWatch tool showed investors were pricing in a 99% chance Fed policymakers will raise rates by 50 basis points in March as of Friday, a jump of 24% from the probability reflected two days earlier.Some experts say the projections are greatly exaggerated.“Even with elevated levels of inflation, we expect the Federal Reserve to tighten less than the market expects in 2022,” Treasury Partners Chief Investment Officer Richard Saperstein said in a note.“We do not expect the Federal Reserve to announce rate hikes at every meeting and such extreme tightening scenarios suggest that we’re currently witnessing peak Fed mania,” he wrote, adding a moderate tightening process through a combination of rate hikes and the implementation of quantitative tightening starting this summer were likely.On the geopolitical front, LPL Financial’s Ryan Detrick also appeared to temper the notion that a move by Russia into Ukraine would crash the stock market, pointing out that, historically, the great majority of geopolitical events going back to World War II did not put much of a dent in equities and losses were typically recovered quickly.U.S. President Joe Biden holds virtual talks with Russia's President Vladimir Putin amid Western fears that Moscow plans to attack Ukraine, as Secretary of State Antony Blinken listens with other officials during a secure video call from the Situation Room at the White House in Washington, U.S., December 7, 2021. The White House/Handout via REUTERS THIS IMAGE HAS BEEN SUPPLIED BY A THIRD PARTY TPX IMAGES OF THE DAYHandout . / reuters“You can’t minimize what today’s news could mean on that part of the world and the people impacted, but from an investment point of view we need to remember that major geopolitical events historically haven’t moved stocks much,” Detrick said.As an example, Detrick cited one of the best six-month runs in U.S. stocks ever following the assassination of President John F. Kennedy in November 1963.“The truth is a solid economy can make up for a lot of sins,” Detrick added.The great majority of geopolitical events going back to World War II didn’t put much of a dent in stocks, with any losses made up quite quickly, according to Ryan Detrick, hief Market Strategist for LPL Financial.LPL Financial,Retail salesConsensus economists are expecting to see retail sales, released by the U.S. Census Bureau, rise by 2% in January compared to December's decrease of 1.9%, but sales excluding autos, gasoline, building materials and food services is expected to rise at a softer 0.8%, according to Bloomberg data. This would compare to December's decline of 2.3%.\"The mom [month-over-month] gain in retail ex auto was negatively impacted by restaurants and gas spending, which were down 1.7% and 3.8% mom, respectively. As a result, the core control group, which nets out auto, gas, building and restaurants showed a strong 1.9% mom gain,\" said BofA Securities in a research note last week. \"Keep in mind that the Census retail sales report does not capture services spending other than restaurants spending so the impact on Census Bureau data from the Omicron distortions will be fairly muted.\"Although earnings season is slowly winding down, another docket of corporate results remains underway for investors to weigh against monetary and geopolitical conditions this week.Retail giant Walmart (WMT) will report fiscal fourth quarter 2021 earnings Thursday before the bell which will provide a fresh look into supply-chain issues as well as consumer spending. Walmart is expected to report adjusted earnings of $1.50 per share on revenue of $151.51 billion for the quarter, according to Bloomberg consensus. U.S. same-store sales is expected to increase 6.1%, ahead of guidance of 5%, for the holiday shopping quarter, according to Bloomberg.\"We believe WMT's core business remained strong in F4Q following a strong F3Q (US comps were +9.2%, with transactions +5.7%), and given strong inventory positioning (supported by more favorable port access, long-term container shipping agreements and chartered vessel capacity) that likely supported share gains vs. smaller competitors this holiday.\" said BofA Securities in a research note on Feb. 10.Other big-name companies to report earnings through Friday include ViacomCBS (VIAC), Airbnb (ABNB), Cisco Systems (CSCO), and Roku (ROKU).On Capitol Hill, the fate of Federal Reserve Chairman Jerome Powell and a lineup of central bank nominees including Fed governor and vice chair pick Lael Brainard will be in focus as the Senate Banking Committee readies to hold a series of confirmation votes this week.Economic calendarMonday: No notable reports scheduled for releaseTuesday: Producer Price Index (PPI) final demand, month-over-month, January (0.5% expected, 0.2% in December, upwardly revised to 0.3%); PPI excluding food and energy, month-over-month, January (0.4% expected, 0.5% in December); PPI excluding food, energy, and trade, month-over-month, January (0.4% expected, 0.4% in December, downwardly revised to 0.3%); PPI year-over-year, January (9.0% expected, 9.7% in December); PPI, year-over-year, January (7.8% expected, 8.3% in December); PPI excluding food and energy, year-over-year, January (6.3% expected, 6.9% in December); PPI excluding food, energy, and trade, year-over-year, January (6.3% expected, 6.9% in December); Empire Manufacturing, February (11.0 expected, -0.7 during prior month); Net Long-Term TIC Outflows, December ($137.4 billion during prior month); Total Net TIC Outflows, December ($223.9 billion during prior month)Wednesday: MBA Mortgage Applications, week ended Feb. 11 (-8.1% during prior week); Retail Sales Advance, month-over-month, January (2.0% expected, -1.9% in December); Retail Sales excluding autos, month-over-month, January (0.8% expected, -2.3% in December); Retail Sales excluding autos and gas, month-over-month, January (1.0% expected, -2.5% in December); Import Price Index, month-over-month, January (1.3% expected, -0.2% in December); Import Price Index excluding petroleum, month-over-month, January (0.4% expected, 0.3% in December); Import Price Endex, year-over-year, January (9.8% expected, 10.4% in December); Export Price Index, month-over-month, January (1.3% expected, -1.8% in December); Export Price Index, year-over-year, January (14.7% in December); Industrial Production, month-over-month, January (0.4% expected, -0.1% in December); Capacity Utilization, January (76.8% expected, 76.5% in December); Manufacturing (SIC) Production, January (0.3% expected, -0.3% in December); Business Inventories, December (2.1% expected,1.3% in November); NAHB Housing Market Index, February (83 expected, 83 in January); FOMC Meeting Minutes, January 26Thursday: Building permits, January (1.750 million expected, 1.873 million in December, upwardly revised to 1.885 million); Building permits, month-over-month, January (-7.2% expected, 9.1% in December, upwardly revised to 9.8%); Housing starts, January (1.700 million expected, 1.702 million in December); Housing starts, month-over-month, January (-0.1% expected, 1.4% in December); Initial jobless claims, week ended Feb. 12 (220,000 expected, 223,000 during prior week); Continuing claims, week ended Feb. 5 (1.621 million during prior week); Philadelphia Fed Business Outlook Index, February (20.0 expected, 23.2 in January)Friday: Existing Home Sales, January (6.10 million expected, 6.18 million in December); Existing Home Sales, month-over-month, January (-1.3% expected, -4.6% in December); Leading Index, January (0.2% expected, 0.8% in December)Earnings calendarMondayBefore market open: TreeHouse Foods (THS), Weber Inc. (WEBR)After market close: $Vornado Realty Trust(VNO-N)$ (VNO), Avis Budget Group (CAR), Arista Networks (ANET), Advance Auto Parts (AAP)TuesdayBefore market open: Marriott International (MAR)After market close: ViacomCBS (VIAC), Wynn Resorts (WYNN), Airbnb (ABNB), Akamai Technologies (AKAM), Roblox (RBLX), Denny’s (DENN), La-Z-Boy (LZB), Wyndham Hotels & Resorts Inc. (WH), ZoomInfo Technologies (ZI)WednesdayBefore market open: Kraft Heinz (KHC), Hilton Worldwide (HLT), Analog Devices (ADI), Shopify (SHOP)After market close: Cisco Systems (CSCO), Nvidia (NVDA), TripAdvisor (TRIP), AIG (AIG), DoorDash (DASH), Hyatt Hotels (H), Cheesecake Factory (CAKE), Marathon Oil (MRO), Energy Transfer (ET)ThursdayBefore market open: Nestlé (NSRGY) Walmart (WMT), US Foods (USFD), Palantir Technologies (PLTR), AutoNation (AN)After market close: Shake Shack (SHAK), Roku (ROKU), Dropbox (DBX),Tanger Factory Outlet Centers (SKT)FridayBefore market open: Deere (DE), DraftKings (DKNG), Bloomin’ Brands (BLMN), Allianz (ALIZY)","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"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":4,"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,"repost":{"id":"2169681424","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":1632178073,"share":"https://ttm.financial/m/news/2169681424?lang=&edition=fundamental","pubTime":"2021-09-21 06:47","market":"us","language":"en","title":"Wall Street ends sharply lower in broad sell-off","url":"https://stock-news.laohu8.com/highlight/detail?id=2169681424","media":"Reuters","summary":"* All eyes on Fed's policy meeting later this week\n* Indexes: Dow down 1.8%, S&P 500 down 1.7%, Nasd","content":"<p>* All eyes on Fed's policy meeting later this week</p>\n<p>* Indexes: Dow down 1.8%, S&P 500 down 1.7%, Nasdaq down 2.2%</p>\n<p>NEW YORK, Sept 20 (Reuters) - Wall Street fell in a broad sell-off on Monday, with the S&P 500 and Nasdaq suffering their biggest daily percentage drops since May.</p>\n<p>The Nasdaq also hit its lowest level in about a month, but indexes pared losses just before the close to end well off their lows of the session. The Nasdaq was down more than 3% during the day.</p>\n<p>Microsoft Corp, Alphabet Inc, Amazon.com Inc, Apple Inc, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc and Tesla Inc were among the biggest drags on the Nasdaq and the S&P 500.</p>\n<p>All 11 major S&P 500 sectors were lower, with economically sensitive groups like energy, which fell 3%, down the most. Defensive sectors including utilities were down the least.</p>\n<p>Investors also were nervous ahead of the Federal Reserve's policy meeting this week.</p>\n<p>The banking sub-index dropped 2.9% while U.S. Treasury prices rose.</p>\n<p>Wednesday will bring the results of the Fed's policy meeting, where the central bank is expected to lay the groundwork for a tapering, although the consensus is for an actual announcement to be delayed until the November or December meetings.</p>\n<p>The Dow Jones Industrial Average fell 614.41 points, or 1.78%, to 33,970.47, the S&P 500 lost 75.26 points, or 1.70%, to 4,357.73 and the Nasdaq Composite dropped 330.07 points, or 2.19%, to 14,713.90.</p>\n<p>The Dow registered its biggest daily percentage drop since July, while the CBOE volatility index, known as Wall Street's fear gauge, rose.</p>\n<p>The S&P 500 is now down about 4% from its Sept. 2 record high close.</p>\n<p>Strategists at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> said they expected a 10% correction in the S&P 500 as the Fed starts to unwind its monetary support, adding that signs of stalling economic growth could deepen it to 20%.</p>\n<p>Most airline carriers ended higher after the United States announced it will relax travel restrictions in November on passengers from China, India, Britain and many other European countries who have received COVID-19 vaccines.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 5.40-to-1 ratio; on Nasdaq, a 4.66-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted no new 52-week highs and three new lows; the Nasdaq Composite recorded 23 new highs and 193 new lows.</p>\n<p>Volume on U.S. exchanges was 12.24 billion shares, compared with the 9.89 billion average for the full session 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>Wall Street ends sharply lower in broad sell-off</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 ends sharply lower in broad sell-off\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\">2021-09-21 06:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* All eyes on Fed's policy meeting later this week</p>\n<p>* Indexes: Dow down 1.8%, S&P 500 down 1.7%, Nasdaq down 2.2%</p>\n<p>NEW YORK, Sept 20 (Reuters) - Wall Street fell in a broad sell-off on Monday, with the S&P 500 and Nasdaq suffering their biggest daily percentage drops since May.</p>\n<p>The Nasdaq also hit its lowest level in about a month, but indexes pared losses just before the close to end well off their lows of the session. The Nasdaq was down more than 3% during the day.</p>\n<p>Microsoft Corp, Alphabet Inc, Amazon.com Inc, Apple Inc, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc and Tesla Inc were among the biggest drags on the Nasdaq and the S&P 500.</p>\n<p>All 11 major S&P 500 sectors were lower, with economically sensitive groups like energy, which fell 3%, down the most. Defensive sectors including utilities were down the least.</p>\n<p>Investors also were nervous ahead of the Federal Reserve's policy meeting this week.</p>\n<p>The banking sub-index dropped 2.9% while U.S. Treasury prices rose.</p>\n<p>Wednesday will bring the results of the Fed's policy meeting, where the central bank is expected to lay the groundwork for a tapering, although the consensus is for an actual announcement to be delayed until the November or December meetings.</p>\n<p>The Dow Jones Industrial Average fell 614.41 points, or 1.78%, to 33,970.47, the S&P 500 lost 75.26 points, or 1.70%, to 4,357.73 and the Nasdaq Composite dropped 330.07 points, or 2.19%, to 14,713.90.</p>\n<p>The Dow registered its biggest daily percentage drop since July, while the CBOE volatility index, known as Wall Street's fear gauge, rose.</p>\n<p>The S&P 500 is now down about 4% from its Sept. 2 record high close.</p>\n<p>Strategists at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> said they expected a 10% correction in the S&P 500 as the Fed starts to unwind its monetary support, adding that signs of stalling economic growth could deepen it to 20%.</p>\n<p>Most airline carriers ended higher after the United States announced it will relax travel restrictions in November on passengers from China, India, Britain and many other European countries who have received COVID-19 vaccines.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 5.40-to-1 ratio; on Nasdaq, a 4.66-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted no new 52-week highs and three new lows; the Nasdaq Composite recorded 23 new highs and 193 new lows.</p>\n<p>Volume on U.S. exchanges was 12.24 billion shares, compared with the 9.89 billion average for the full session over the last 20 trading days.</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","SDOW":"道指三倍做空ETF-ProShares","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","OEX":"标普100","DXD":"道指两倍做空ETF","SDS":"两倍做空标普500ETF","QID":"纳指两倍做空ETF","DDM":"道指两倍做多ETF","DJX":"1/100道琼斯","TQQQ":"纳指三倍做多ETF","IVV":"标普500指数ETF","SH":"标普500反向ETF","DOG":"道指反向ETF","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2169681424","content_text":"* All eyes on Fed's policy meeting later this week\n* Indexes: Dow down 1.8%, S&P 500 down 1.7%, Nasdaq down 2.2%\nNEW YORK, Sept 20 (Reuters) - Wall Street fell in a broad sell-off on Monday, with the S&P 500 and Nasdaq suffering their biggest daily percentage drops since May.\nThe Nasdaq also hit its lowest level in about a month, but indexes pared losses just before the close to end well off their lows of the session. The Nasdaq was down more than 3% during the day.\nMicrosoft Corp, Alphabet Inc, Amazon.com Inc, Apple Inc, Facebook Inc and Tesla Inc were among the biggest drags on the Nasdaq and the S&P 500.\nAll 11 major S&P 500 sectors were lower, with economically sensitive groups like energy, which fell 3%, down the most. Defensive sectors including utilities were down the least.\nInvestors also were nervous ahead of the Federal Reserve's policy meeting this week.\nThe banking sub-index dropped 2.9% while U.S. Treasury prices rose.\nWednesday will bring the results of the Fed's policy meeting, where the central bank is expected to lay the groundwork for a tapering, although the consensus is for an actual announcement to be delayed until the November or December meetings.\nThe Dow Jones Industrial Average fell 614.41 points, or 1.78%, to 33,970.47, the S&P 500 lost 75.26 points, or 1.70%, to 4,357.73 and the Nasdaq Composite dropped 330.07 points, or 2.19%, to 14,713.90.\nThe Dow registered its biggest daily percentage drop since July, while the CBOE volatility index, known as Wall Street's fear gauge, rose.\nThe S&P 500 is now down about 4% from its Sept. 2 record high close.\nStrategists at Morgan Stanley said they expected a 10% correction in the S&P 500 as the Fed starts to unwind its monetary support, adding that signs of stalling economic growth could deepen it to 20%.\nMost airline carriers ended higher after the United States announced it will relax travel restrictions in November on passengers from China, India, Britain and many other European countries who have received COVID-19 vaccines.\nDeclining issues outnumbered advancing ones on the NYSE by a 5.40-to-1 ratio; on Nasdaq, a 4.66-to-1 ratio favored decliners.\nThe S&P 500 posted no new 52-week highs and three new lows; the Nasdaq Composite recorded 23 new highs and 193 new lows.\nVolume on U.S. exchanges was 12.24 billion shares, compared with the 9.89 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"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":4,"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":{"AAPL":"苹果","SSNLF":"三星电子","ASML":"阿斯麦","GOOG":"谷歌","SOXX":"iShares费城交易所半导体ETF","AMZN":"亚马逊","ON":"安森美半导体","NVDA":"英伟达","GOOGL":"谷歌A","CDNS":"铿腾电子","TSM":"台积电","QCOM":"高通","SNPS":"新思科技"},"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},"isVote":1,"tweetType":1,"viewCount":133,"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":4,"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","IVV":"标普500指数ETF","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","SDS":"两倍做空标普500ETF"},"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},"isVote":1,"tweetType":1,"viewCount":15,"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":4,"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":26,"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":4,"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,"repost":{"id":"2149313255","kind":"highlight","pubTimestamp":1625715068,"share":"https://ttm.financial/m/news/2149313255?lang=&edition=fundamental","pubTime":"2021-07-08 11:31","market":"us","language":"en","title":"Why Is Cathie Wood Buying Netflix and Selling Roku?","url":"https://stock-news.laohu8.com/highlight/detail?id=2149313255","media":"Motley Fool","summary":"The ace stock picker buys shares of one streaming leader while selling shares of another.","content":"<p>ARK Invest's Cathie Wood is curling up on the couch to binge invest in <b>Netflix</b> (NASDAQ:NFLX) this week. She's also lightening up on her stake in fellow streaming wunderkind <b>Roku</b> (NASDAQ:ROKU).</p>\n<p>For many investors, Netflix and Roku seem to be joined at the hip in the streaming video revolution. Netflix is the top dog among premium services with 207.6 million paying subscribers by the end of March. Roku is the streaming gateway of choice for 53.6 million homes across the country.</p>\n<p>Why did Wood buy shares of Netflix on Tuesday? Why did she also sell shares of Roku on Tuesday? We don't have official responses. ARK Invest's transparency ends at its daily transaction reports. However, let's try to make sense of the two seemingly contradictory moves.<img src=\"https://static.tigerbbs.com/60222a7db1df84428e1d82605a38b7ab\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2>Channel surfing</h2>\n<p>It's important to remember that Netflix and Roku aren't necessarily passing ships in Wood's eyes. She routinely trims and adds to some of her largest positions. Just a couple of weeks ago we were wondering why she was selling shares of Netflix, as she had lightened her position in the streaming service pioneer four times over the five previous weeks. The stocks that she's selling today Wood may be buying right back tomorrow. ARK Invest made four different purchases of Roku through the first half of May, even if Tuesday's transaction is the third time that she has sold shares of the fast-growing streaming hub since its springtime shopping spree.</p>\n<p>Roku investors don't have to start getting nervous here. ARK Invest still owns more than $1.5 billion worth of Roku stock, making it the second largest holding across all of its funds.</p>\n<p>It's hard to argue with Wood's success after the monster run that the ARK Invest ETFs had in 2020. If you're a Roku investor you can hope that she's simply pruning back her Roku position to raise capital to buy some recent IPOs that she's been eyeing lately.</p>\n<p>Netflix and Roku will be just fine. They have both secured what I like to call invisible moats. Netflix competes with streaming services put out by giant media stocks, but as the runaway revenue leader no <a href=\"https://laohu8.com/S/AONE\">one</a> can invest as much in new content as Netflix can out of its cash flow. Roku also competes against some heavyweights. Three of the country's four most valuable companies by market cap operate rival streaming hubs. Roku's independence -- as well as its agnosticism and first-mover status -- have helped it prevail as the operating system of choice for smart TV manufacturers.</p>\n<p>It's OK to cheer that ARK Invest is buying back into Netflix again after seemingly easing up on the cable and TV industry disruptor last month. This doesn't mean that you have to read too much into some light trimming of Roku. The two companies rocked during the pandemic when consumers had to hunker down in their homes, but they're stronger now even with folks heading out again. They packed years of growth into a handful of quarters, but that finds them with much larger audiences to serve right now. The success of Wood's ETFs continues to be tied to positive outcomes at both Netflix and Roku.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Is Cathie Wood Buying Netflix and Selling Roku?</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\">\nWhy Is Cathie Wood Buying Netflix and Selling Roku?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 11:31 GMT+8 <a href=https://www.fool.com/investing/2021/07/07/why-is-cathie-wood-buying-netflix-and-selling-roku/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ARK Invest's Cathie Wood is curling up on the couch to binge invest in Netflix (NASDAQ:NFLX) this week. She's also lightening up on her stake in fellow streaming wunderkind Roku (NASDAQ:ROKU).\nFor ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/07/why-is-cathie-wood-buying-netflix-and-selling-roku/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://www.fool.com/investing/2021/07/07/why-is-cathie-wood-buying-netflix-and-selling-roku/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149313255","content_text":"ARK Invest's Cathie Wood is curling up on the couch to binge invest in Netflix (NASDAQ:NFLX) this week. She's also lightening up on her stake in fellow streaming wunderkind Roku (NASDAQ:ROKU).\nFor many investors, Netflix and Roku seem to be joined at the hip in the streaming video revolution. Netflix is the top dog among premium services with 207.6 million paying subscribers by the end of March. Roku is the streaming gateway of choice for 53.6 million homes across the country.\nWhy did Wood buy shares of Netflix on Tuesday? Why did she also sell shares of Roku on Tuesday? We don't have official responses. ARK Invest's transparency ends at its daily transaction reports. However, let's try to make sense of the two seemingly contradictory moves.\nImage source: Getty Images.\nChannel surfing\nIt's important to remember that Netflix and Roku aren't necessarily passing ships in Wood's eyes. She routinely trims and adds to some of her largest positions. Just a couple of weeks ago we were wondering why she was selling shares of Netflix, as she had lightened her position in the streaming service pioneer four times over the five previous weeks. The stocks that she's selling today Wood may be buying right back tomorrow. ARK Invest made four different purchases of Roku through the first half of May, even if Tuesday's transaction is the third time that she has sold shares of the fast-growing streaming hub since its springtime shopping spree.\nRoku investors don't have to start getting nervous here. ARK Invest still owns more than $1.5 billion worth of Roku stock, making it the second largest holding across all of its funds.\nIt's hard to argue with Wood's success after the monster run that the ARK Invest ETFs had in 2020. If you're a Roku investor you can hope that she's simply pruning back her Roku position to raise capital to buy some recent IPOs that she's been eyeing lately.\nNetflix and Roku will be just fine. They have both secured what I like to call invisible moats. Netflix competes with streaming services put out by giant media stocks, but as the runaway revenue leader no one can invest as much in new content as Netflix can out of its cash flow. Roku also competes against some heavyweights. Three of the country's four most valuable companies by market cap operate rival streaming hubs. Roku's independence -- as well as its agnosticism and first-mover status -- have helped it prevail as the operating system of choice for smart TV manufacturers.\nIt's OK to cheer that ARK Invest is buying back into Netflix again after seemingly easing up on the cable and TV industry disruptor last month. This doesn't mean that you have to read too much into some light trimming of Roku. The two companies rocked during the pandemic when consumers had to hunker down in their homes, but they're stronger now even with folks heading out again. They packed years of growth into a handful of quarters, but that finds them with much larger audiences to serve right now. The success of Wood's ETFs continues to be tied to positive outcomes at both Netflix and Roku.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}