Wallstrtbets personal page - To The Moon

Wallstrtbets

Wallstrtbets

No personal profile

1491Follow

298Followers

5Topic

0Badge

11-09

Omg

Nvidia Surpasses $3.6 Trillion Market Value After Trump Win

10-18

Should be renamed Fool Self-Driving.[Happy]

NHTSA Opens Probe into 2.4 Million Tesla Vehicles over Full Self-Driving Collisions

05-25

More importantly, will hit $200 after split. Mark my word.

01-30

Hahaha.

Musk Says First Human Patient Has Received Brain Implant

01-30

Hahaha.

Tesla: This Year's Dip Is A Gift, Zoom Out For The Long Term

2023-11-11

Thanks 🙏👍

2023-11-10

Good 👍.

The October CPI Report May Be Shockingly Bullish

2023-10-14

Noted.

Tesla: My Long-Term Bull Thesis (Rating Upgrade)

2023-10-14

Buy the dip.

Post-Bell｜Nasdaq Drops 1.23% on Friday; AMC Stock Tumbles 13%

2023-10-14

Noted.

OpenAI's Revenue Skyrockets to $1.3 Billion Annualized Rate

2023-10-14

Well done.

UK Antitrust Regulator Clears Microsoft's Acquisition of Activision

2023-10-14

Noted.

Tesla Is Reporting Earnings Next Week, and It's All About Margins

2023-10-14

Noted.

Banks Q3 Earnings Preview: Expect NIM Pressure, Elevated Charge-Offs

2023-10-14

Ok.

Option Movers｜TLT's Volume Surged 76%; JD.com Shows Unusual Activities

2023-10-14

Well done.

JPMorgan Profit Surges on Record Interest Income, First Republic Purchase

2023-10-14

Noted.

Microsoft Completes $69 Billion Activision Purchase

2023-10-14

Noted.

BofA Says US Stocks Can Avoid Big Drop If Yields Stay Below 5%

2023-10-14

Good.

U.S. Bank Stocks Jump As Investors Cheer Big Bank Earnings

2023-07-31

Great ariticle, would you like to share it?

@JeslinToh:Big 3 Local Banks +ve Earnings Report?

2023-07-31

Great ariticle, would you like to share it?

@Aaronykc:How to roll deep ITM Covered Calls

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3566244878628904","uuid":"3566244878628904","gmtCreate":1603150855445,"gmtModify":1603173487811,"name":"Wallstrtbets","pinyin":"wallstrtbets","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","hatId":"ca_profile_frame_Mpy1eK","hatName":"","vip":1,"status":2,"fanSize":298,"headSize":1491,"tweetSize":1203,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":5,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":2,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.11","exceedPercentage":"80.13%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.11","exceedPercentage":"80.17%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":15,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":368946680832264,"gmtCreate":1731116417895,"gmtModify":1731116420573,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368946680832264","repostId":"2481157161","repostType":2,"repost":{"id":"2481157161","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":1731026375,"share":"https://ttm.financial/m/news/2481157161?lang=&edition=fundamental","pubTime":"2024-11-08 08:39","market":"us","language":"en","title":"Nvidia Surpasses $3.6 Trillion Market Value After Trump Win","url":"https://stock-news.laohu8.com/highlight/detail?id=2481157161","media":"Reuters","summary":"Nov 7 (Reuters) - Shares of Nvidia rallied to a record high on Thursday, making the chipmaker the first company in history to surpass a stock market value of $3.6 trillion as Wall Street extended a ra","content":"<html><head></head><body><p>Nov 7 (Reuters) - Shares of Nvidia rallied to a record high on Thursday, making the chipmaker the first company in history to surpass a stock market value of $3.6 trillion as Wall Street extended a rally sparked by Donald Trump&#39;s return to the White House.</p><p>The dominant AI chipmaker&#39;s shares rose 2.3%, lifted by broad investor optimism about tax cuts and lower regulations after the Republican candidate&#39;s Tuesday election victory.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5888de23c545e798f4bba1ddc224eb12\" alt=\"Wall Street&#39;s most valuable companies\" title=\"Wall Street&#39;s most valuable companies\" tg-width=\"1420\" tg-height=\"944\"/><span>Wall Street&#39;s most valuable companies</span></p><p>Nvidia&#39;s stock market value ended the day at $3.65 trillion, beating Apple&#39;s record closing market capitalization of $3.57 trillion reached on Oct. 21, before the chipmaker on Tuesday overtook the iPhone maker as the world&#39;s most valuable company, according to LSEG data.</p><p>Apple&#39;s stock rose 2.1% on Thursday, leaving it with a market value of $3.44 trillion.</p><p>The S&amp;P 500 technology index has surged over 4% in the two sessions since Trump won the election on Tuesday.</p><p>Nvidia has been the U.S. stock market&#39;s biggest winner from a race between Microsoft, Alphabet and other heavyweights to build out their AI computing capacity and dominate the emerging technology.</p><p>The Silicon Valley chip designer&#39;s stock has climbed 12% in November, with its value tripling so far in 2024.</p><p>Following this year&#39;s surge, Nvidia now exceeds the combined value of Eli Lilly, Walmart, JPMorgan, Visa, UnitedHealth Group and Netflix.</p><p>Analysts on average see Nvidia increasing its quarterly revenue by over 80% to $32.9 billion when it reports its results on Nov. 20, according to LSEG.</p><p>In June, Nvidia briefly became the world&#39;s most valuable company before it was overtaken by Microsoft and Apple. The tech trio&#39;s market capitalizations have been neck-and-neck for several months.</p><p>Microsoft&#39;s market value stood at nearly $3.16 trillion, with its stock up 1.25% on Thursday.</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>Nvidia Surpasses $3.6 Trillion Market Value After Trump Win</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\">\nNvidia Surpasses $3.6 Trillion Market Value After Trump Win\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-11-08 08:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nov 7 (Reuters) - Shares of Nvidia rallied to a record high on Thursday, making the chipmaker the first company in history to surpass a stock market value of $3.6 trillion as Wall Street extended a rally sparked by Donald Trump&#39;s return to the White House.</p><p>The dominant AI chipmaker&#39;s shares rose 2.3%, lifted by broad investor optimism about tax cuts and lower regulations after the Republican candidate&#39;s Tuesday election victory.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5888de23c545e798f4bba1ddc224eb12\" alt=\"Wall Street&#39;s most valuable companies\" title=\"Wall Street&#39;s most valuable companies\" tg-width=\"1420\" tg-height=\"944\"/><span>Wall Street&#39;s most valuable companies</span></p><p>Nvidia&#39;s stock market value ended the day at $3.65 trillion, beating Apple&#39;s record closing market capitalization of $3.57 trillion reached on Oct. 21, before the chipmaker on Tuesday overtook the iPhone maker as the world&#39;s most valuable company, according to LSEG data.</p><p>Apple&#39;s stock rose 2.1% on Thursday, leaving it with a market value of $3.44 trillion.</p><p>The S&amp;P 500 technology index has surged over 4% in the two sessions since Trump won the election on Tuesday.</p><p>Nvidia has been the U.S. stock market&#39;s biggest winner from a race between Microsoft, Alphabet and other heavyweights to build out their AI computing capacity and dominate the emerging technology.</p><p>The Silicon Valley chip designer&#39;s stock has climbed 12% in November, with its value tripling so far in 2024.</p><p>Following this year&#39;s surge, Nvidia now exceeds the combined value of Eli Lilly, Walmart, JPMorgan, Visa, UnitedHealth Group and Netflix.</p><p>Analysts on average see Nvidia increasing its quarterly revenue by over 80% to $32.9 billion when it reports its results on Nov. 20, according to LSEG.</p><p>In June, Nvidia briefly became the world&#39;s most valuable company before it was overtaken by Microsoft and Apple. The tech trio&#39;s market capitalizations have been neck-and-neck for several months.</p><p>Microsoft&#39;s market value stood at nearly $3.16 trillion, with its stock up 1.25% on Thursday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4529":"IDC概念","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4516":"特朗普概念","BK4592":"伊斯兰概念","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","AAPL":"苹果","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4571":"数字音乐概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","NVDA":"英伟达","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","3NVD.UK":"LS 3X NVIDIA","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4577":"网络游戏","BK4501":"段永平概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","BK4504":"桥水持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4574":"无人驾驶","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","BK4573":"虚拟现实","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4505":"高瓴资本持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4512":"苹果概念"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481157161","content_text":"Nov 7 (Reuters) - Shares of Nvidia rallied to a record high on Thursday, making the chipmaker the first company in history to surpass a stock market value of $3.6 trillion as Wall Street extended a rally sparked by Donald Trump's return to the White House.The dominant AI chipmaker's shares rose 2.3%, lifted by broad investor optimism about tax cuts and lower regulations after the Republican candidate's Tuesday election victory.Wall Street's most valuable companiesNvidia's stock market value ended the day at $3.65 trillion, beating Apple's record closing market capitalization of $3.57 trillion reached on Oct. 21, before the chipmaker on Tuesday overtook the iPhone maker as the world's most valuable company, according to LSEG data.Apple's stock rose 2.1% on Thursday, leaving it with a market value of $3.44 trillion.The S&P 500 technology index has surged over 4% in the two sessions since Trump won the election on Tuesday.Nvidia has been the U.S. stock market's biggest winner from a race between Microsoft, Alphabet and other heavyweights to build out their AI computing capacity and dominate the emerging technology.The Silicon Valley chip designer's stock has climbed 12% in November, with its value tripling so far in 2024.Following this year's surge, Nvidia now exceeds the combined value of Eli Lilly, Walmart, JPMorgan, Visa, UnitedHealth Group and Netflix.Analysts on average see Nvidia increasing its quarterly revenue by over 80% to $32.9 billion when it reports its results on Nov. 20, according to LSEG.In June, Nvidia briefly became the world's most valuable company before it was overtaken by Microsoft and Apple. The tech trio's market capitalizations have been neck-and-neck for several months.Microsoft's market value stood at nearly $3.16 trillion, with its stock up 1.25% on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361329373999360,"gmtCreate":1729248657928,"gmtModify":1729257030212,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Should be renamed Fool Self-Driving.[Happy]&nbsp;&nbsp;","listText":"Should be renamed Fool Self-Driving.[Happy]&nbsp;&nbsp;","text":"Should be renamed Fool Self-Driving.[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361329373999360","repostId":"1166375791","repostType":4,"repost":{"id":"1166375791","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":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1729245099,"share":"https://ttm.financial/m/news/1166375791?lang=&edition=fundamental","pubTime":"2024-10-18 17:51","market":"us","language":"en","title":"NHTSA Opens Probe into 2.4 Million Tesla Vehicles over Full Self-Driving Collisions","url":"https://stock-news.laohu8.com/highlight/detail?id=1166375791","media":"Reuters","summary":"The National Highway Traffic Safety Administration said on Friday it has opened an investigation into 2.4 million Tesla vehicles after one of them with Full Self-Driving  technology fatally struck a pedestrian.U.S.-listed shares of the company fell 0.4% in premarket trading.The U.S. auto safety regulator's Office of Defects Investigation  has identified four reports in which a Tesla vehicle experienced a crash after entering an area of reduced roadway visibility conditions with FSD engaged.The p","content":"<html><head></head><body><p>The National Highway Traffic Safety Administration said on Friday it has opened an investigation into 2.4 million Tesla vehicles after one of them with Full Self-Driving (FSD) technology fatally struck a pedestrian.</p><p>U.S.-listed shares of the company fell 0.4% in premarket trading.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/233d1c1aa0bb6f1e2e0fc742d437ce92\" tg-width=\"420\" tg-height=\"393\"/></p><p style=\"text-align: start;\">The U.S. auto safety regulator&#39;s Office of Defects Investigation (ODI) has identified four reports in which a Tesla vehicle experienced a crash after entering an area of reduced roadway visibility conditions with FSD engaged.</p><p style=\"text-align: start;\">The preliminary evaluation will assess FSD&#39;s ability to detect and respond appropriately to reduced visibility conditions, among other issues, ODI said.</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>NHTSA Opens Probe into 2.4 Million Tesla Vehicles over Full Self-Driving Collisions</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\">\nNHTSA Opens Probe into 2.4 Million Tesla Vehicles over Full Self-Driving Collisions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-10-18 17:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The National Highway Traffic Safety Administration said on Friday it has opened an investigation into 2.4 million Tesla vehicles after one of them with Full Self-Driving (FSD) technology fatally struck a pedestrian.</p><p>U.S.-listed shares of the company fell 0.4% in premarket trading.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/233d1c1aa0bb6f1e2e0fc742d437ce92\" tg-width=\"420\" tg-height=\"393\"/></p><p style=\"text-align: start;\">The U.S. auto safety regulator&#39;s Office of Defects Investigation (ODI) has identified four reports in which a Tesla vehicle experienced a crash after entering an area of reduced roadway visibility conditions with FSD engaged.</p><p style=\"text-align: start;\">The preliminary evaluation will assess FSD&#39;s ability to detect and respond appropriately to reduced visibility conditions, among other issues, ODI said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166375791","content_text":"The National Highway Traffic Safety Administration said on Friday it has opened an investigation into 2.4 million Tesla vehicles after one of them with Full Self-Driving (FSD) technology fatally struck a pedestrian.U.S.-listed shares of the company fell 0.4% in premarket trading.The U.S. auto safety regulator's Office of Defects Investigation (ODI) has identified four reports in which a Tesla vehicle experienced a crash after entering an area of reduced roadway visibility conditions with FSD engaged.The preliminary evaluation will assess FSD's ability to detect and respond appropriately to reduced visibility conditions, among other issues, ODI said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309487323271360,"gmtCreate":1716587999042,"gmtModify":1716588003792,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"More importantly, will hit $200 after split. Mark my word.","listText":"More importantly, will hit $200 after split. Mark my word.","text":"More importantly, will hit $200 after split. Mark my word.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309487323271360","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268615043952928,"gmtCreate":1706588793139,"gmtModify":1706588796628,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Hahaha.","listText":"Hahaha.","text":"Hahaha.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268615043952928","repostId":"1136167073","repostType":4,"repost":{"id":"1136167073","kind":"news","pubTimestamp":1706569705,"share":"https://ttm.financial/m/news/1136167073?lang=&edition=fundamental","pubTime":"2024-01-30 07:08","market":"us","language":"en","title":"Musk Says First Human Patient Has Received Brain Implant","url":"https://stock-news.laohu8.com/highlight/detail?id=1136167073","media":"Bloomberg","summary":"Elon Musk said that the first human patient has received a brain implant from his startup Neuralink Corp.In a post on X, formerly Twitter, Musk said that the patient is recovering well, and that initi","content":"<html><head></head><body><p>Elon Musk said that the first human patient has received a brain implant from his startup Neuralink Corp.</p><p style=\"text-align: start;\">In a post on X, formerly Twitter, Musk said that the patient is recovering well, and that initial results are promising.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8936feb3f494ff7b14bcd8c21a130d18\" tg-width=\"547\" tg-height=\"289\"/></p><p style=\"text-align: start;\">Neuralink’s brain implant aims to help people with traumatic injuries operate computers using only their thoughts. In May, the company said it had received approval from the US Food and Drug Administration to conduct its first human trials. And late last year Neuralink said it was recruiting patients with quadriplegia due to cervical spinal cord injury or amyotrophic lateral sclerosis (ALS) for the trial.</p><p style=\"text-align: start;\">Musk’s startup has already conducted extensive tests on animals. Those experiments have raised alarms with some animal rights groups for the company’s work with primates.</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>Musk Says First Human Patient Has Received Brain Implant</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\">\nMusk Says First Human Patient Has Received Brain Implant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-30 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-01-29/elon-musk-says-first-human-patient-has-received-brain-implant><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk said that the first human patient has received a brain implant from his startup Neuralink Corp.In a post on X, formerly Twitter, Musk said that the patient is recovering well, and that ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-01-29/elon-musk-says-first-human-patient-has-received-brain-implant\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2024-01-29/elon-musk-says-first-human-patient-has-received-brain-implant","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136167073","content_text":"Elon Musk said that the first human patient has received a brain implant from his startup Neuralink Corp.In a post on X, formerly Twitter, Musk said that the patient is recovering well, and that initial results are promising.Neuralink’s brain implant aims to help people with traumatic injuries operate computers using only their thoughts. In May, the company said it had received approval from the US Food and Drug Administration to conduct its first human trials. And late last year Neuralink said it was recruiting patients with quadriplegia due to cervical spinal cord injury or amyotrophic lateral sclerosis (ALS) for the trial.Musk’s startup has already conducted extensive tests on animals. Those experiments have raised alarms with some animal rights groups for the company’s work with primates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268614421983408,"gmtCreate":1706588743324,"gmtModify":1706588761631,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Hahaha.","listText":"Hahaha.","text":"Hahaha.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268614421983408","repostId":"2407490028","repostType":4,"repost":{"id":"2407490028","kind":"highlight","pubTimestamp":1706581342,"share":"https://ttm.financial/m/news/2407490028?lang=&edition=fundamental","pubTime":"2024-01-30 10:22","market":"us","language":"en","title":"Tesla: This Year's Dip Is A Gift, Zoom Out For The Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=2407490028","media":"seekingalpha","summary":"Tesla, Inc. stock has dropped over 20% this year and more than 50% from its mid-2021 highs.The company has described itself as being \"between growth cycles\" as it prepares for the launch of its next-gen consumer vehicle.In the meantime, Tesla is favorably set up to beat expectations in 2024, as the price gap against traditional non-EV competitors has slimmed and federal incentives sweeten.   Justin Sullivan The stock market has continued to rally this year, but electric vehicle  stocks are in the dump - including and especially Tesla, Inc. . The category leader is down more than 20% year to date, driven by fears of softening demand and weak responses to the company's latest price drops. And relative to mid-2021 highs above $400, shares of Tesla have dropped more than 50%. Data by YCharts I last wrote a bullish note on Tesla in November, when the stock was trading closer to $220 per share. Is the growth story broken?","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla, Inc. stock has dropped over 20% this year and more than 50% from its mid-2021 highs.</p></li><li><p>The company has described itself as being &#34;between growth cycles&#34; as it prepares for the launch of its next-gen consumer vehicle.</p></li><li><p>In the meantime, Tesla is favorably set up to beat expectations in 2024, as the price gap against traditional non-EV competitors has slimmed and federal incentives sweeten.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/376fabc6addb015088c8d8fb417ee900\" tg-width=\"750\" tg-height=\"454\"/></p><p>Justin Sullivan</p><p>The stock market has continued to rally this year, but electric vehicle (&#34;EV&#34;) stocks are in the dump - including and especially Tesla, Inc.. The category leader is down more than 20% year to date, driven by fears of softening demand and weak responses to the company&#39;s latest price drops. And relative to mid-2021 highs above $400, shares of Tesla have dropped more than 50%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbbeb89a920f4daec1e40317f6fa517a\" tg-width=\"635\" tg-height=\"435\"/></p><p>Data by YCharts</p><p>I last wrote a bullish note on Tesla in November, when the stock was trading closer to $220 per share. Is the growth story broken? In my view, certainly not. It&#39;s just that the stock market, especially in today&#39;s more jittery age, has reverted almost entirely to short-term thinking: and Tesla has acknowledged it is &#34;between growth cycles.&#34; In the short term, weaker consumer incomes (driven by heavy layoffs especially in white-collar jobs in 2023) and higher interest rates have dented car sales; but long term, more government encouragement of EV adoption and a massive greenfield global opportunity still fosters the long-term growth story. As such, I still remain quite bullish on this name.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78ee3584da0b974b8982f324f8ba5cb1\" tg-width=\"640\" tg-height=\"286\"/></p><p>Tesla outlook (Tesla Q4 shareholder deck)</p><p>It&#39;s important to note that Tesla has hinted at a &#34;next generation vehicle&#34; that may undercut even the Model 3 on price. Though it&#39;s still uncertain when this new vehicle will launch, it&#39;s not unreasonable to believe that a large swath of consumers have delayed their purchases in anticipation of the newest model.</p><p>So, amid incredible pessimism for Tesla and other EV counterparts, it&#39;s important to note that EVs are still only a mid-teens percentage of all cars sold (and, it follows, an even lower percentage of all cars on the road). In this article, I&#39;ll focus on two bull case drivers for Tesla in 2024:</p><ul style=\"\"><li><p><strong>Prices between Tesla models and competing vehicles have compressed, </strong>which should help to sustain demand between vehicle launch cycles (especially 2024).</p></li><li><p><strong>Tesla has managed to maintain incredible profitability even with price drops, </strong>and profitability stands to benefit from A) greater scale from higher production volumes and B) greater attach rate of software and services sales.</p></li></ul><p>Stay long here and take advantage of the dip as a buying opportunity.</p><h4 id=\"id_1198810987\">Price compression should support baseline demand in 2024; as well as instant rebates on federal tax credits</h4><p>Low inventory and pandemic-era inflation in supply chain parts have all worked in tandem to drive nosebleed price inflation for new cars. At the same time, Tesla has gone the other way: slicing prices especially in demand-stricken regions like China, and in other regions like the U.S. rolling back some of the prior years&#39; price increases / allowing customers to benefit from economies of scale gained in production.</p><p>Let&#39;s compare the pricing of Tesla&#39;s Model 3 first against similar gas-powered competitors. As a reminder, Model 3&#39;s base price now starts at $38,990 for a rear-wheel drive model. But note as well that Model 3 qualifies under the Biden administration&#39;s $7,500 EV credit as long as the buyer falls within the income limitations ($150,000 in annual income for a single filer, or $300,000 for a couple filing jointly), and the car&#39;s sticker price is under $55,000 AND is manufactured in the U.S. (all but the most souped-up Model 3s and Model Ys will qualify under these restrictions).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b7c45ffc81b4e6fb7112f0cba7bb0fa\" tg-width=\"640\" tg-height=\"262\"/></p><p>Tesla Model 3 (Tesla.com)</p><p>It&#39;s worth noting as well that the federal credit is now eligible for &#34;instant rebates&#34; starting in 2024: which means buyers can take advantage of the savings immediately at the dealership, instead of waiting until next year&#39;s tax season to realize the savings. In a high interest-rate environment, that timing shift matters a lot to price-conscious customers.</p><p>So all in all, a Model 3 costs roughly ~$31k not including any state-level incentives (not to mention savings from converting from gas to electric).</p><p>Let&#39;s see how that compares against many popular sedan brands. Honda&#39;s (HMC) lineup is shown up below: traditionally considered a more budget-friendly brand, the starting price of a 2024 model Honda Accord at $28k is within striking distance of a Model 3 after rebates:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04de67029c07b5af8f756c107522eaad\" tg-width=\"640\" tg-height=\"170\"/></p><p>Honda lineup (Honda.com)</p><p>Ditto for Toyota (TM): a Model 3 isn&#39;t materially more expensive than a Camry ($26k).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9223e6b49943242e0a66013dcd234559\" tg-width=\"640\" tg-height=\"202\"/></p><p>Toyota lineup (Toyota.com)</p><p>And against more luxurious compares (arguably a better compare for a brand like Tesla), Model 3 prices are well beneath the entry-level BMW 2 Series ($38k) or Audi A3 ($35k).</p><p>Model Y, meanwhile, makes for an even better compare. With starting prices now at $44k ($37k after rebates), Model Y stacks up quite nicely versus competitors.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bff5be940a0f6d66918e8823ff43c89\" tg-width=\"640\" tg-height=\"294\"/></p><p>Tesla Model Y (Tesla.com)</p><p>It&#39;s on par with Audi&#39;s cheapest SUV, the Q3 ($37k) and cheaper than the larger Q5 models.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4ff62e99459ca687eff3593a5ec6453\" tg-width=\"640\" tg-height=\"410\"/></p><p>Audi SUV lineup (Audi.com)</p><p>Ditto against the BMW (OTCPK:BMWYY) SUVs, which start above $40k:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a97b61f88bb43fbc0d19e9aa0c78dd8\" tg-width=\"640\" tg-height=\"389\"/></p><p>BMW SUV lineup (BMW.com)</p><p><strong>The bottom line here: </strong>with prices inflating on competing brands while Tesla prices have moderated, <em>there will be a population of buyers who will be enticed to buy Teslas even between launch cycles, especially as we head into an election year and the EV rebate rules may be set to change.</em></p><h4 id=\"id_860214877\">Tesla is still generating meaningful profitability, with several levers for further margin accretion</h4><p>When we zoom out at FY23 as a whole, we find that <strong>Tesla still generated its highest-ever nominal GAAP income of $15.0 billion.</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4395518164c0129d6a295ca0994d8183\" tg-width=\"640\" tg-height=\"328\"/></p><p>Tesla FY23 results (Tesla Q4 shareholder deck)</p><p>Despite the fact that gross margins fell more than 7 points y/y driven by price reductions, which flowed directly into an 8 point reduction in operating margins and 6 point reduction in adjusted EBITDA margins, Tesla&#39;s overall adjusted EBITDA still fell &#34;only&#34; -13% y/y to $16.6 billion, its second-highest year on record.</p><p>Increased production volumes and greater efficiency continue to be the greatest catalyst for further margin accretion. Tesla&#39;s Model 3/Y production increased 14% y/y in its most recent quarter:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f29501ec29742dd4777a3a32020a53bc\" tg-width=\"640\" tg-height=\"285\"/></p><p>Tesla production trends (Tesla Q4 shareholder deck)</p><p>This is a great indicator ahead of the company&#39;s next-gen vehicle. Here&#39;s what CEO Elon Musk said on the Q4 earnings call in regards to this new car:</p><blockquote><p>And we&#39;re very far along on our next-generation low-cost vehicle. This is an earnings call, not a product announcement. So there&#39;ll no doubt be many questions that try to ask us about new product, new products coming. But we reserve product announcements for product announcements not earning calls. So -- but we&#39;re very excited about this, and this is really going to be profound, not just in its design of the vehicle itself, but in the design of the manufacturing system. This is a revolutionary manufacturing system significantly, far more advanced than any other automotive manufacturing system in the world, by a significant margin.</p><p>Several years ago, I said, perhaps the most important competitive characteristic of Tesla in the future will be manufacturing technology and you will really see that come to bear with our next-gen vehicle. The first manufacturing location for this will be at our Gigafactory and headquarters in Austin, Texas, and then we&#39;ll follow that up with other locations around the world. Probably the factory we&#39;ll build in Mexico will be second, and then we&#39;ll be looking to identify a third location, perhaps by the end of this year or early next outside of North America.&#34;</p></blockquote><p>Higher software attach is the other key driver to higher margins. The company recently released a major new version of its full self-driving (&#34;FSD&#34;) package that incorporates AI/neural net technology to guide autonomous driving. As a reminder, the FSD package can be added at a cost of $12k, while a lower-feature Enhanced Autopilot option can be added at $6k. Both software options are available after purchase as well, so as features are added and encourage more Tesla owners off the bench, the company has access to a high-margin source of revenue growth.</p><h2 id=\"id_3668180316\">Key takeaways</h2><p>Though there is a &#34;sky is falling&#34; attitude toward Tesla in the current stock market, it&#39;s worthwhile to call out all the <em>opportunities </em>that the company enjoys in 2024 (and more relevantly, beyond 2024) - including higher starting prices for competing vehicles, potential pull-forward of demand from buyers wanting to take advantage of generous federal tax rebates (which are available at point of purchase starting in 2024), and both hardware/software improvements to existing Tesla models despite no increase in price for either.</p><p>Stay long here and wait patiently for the Tesla, Inc. rebound.</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>Tesla: This Year's Dip Is A Gift, Zoom Out For The Long Term</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: This Year's Dip Is A Gift, Zoom Out For The Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-30 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4665855-tesla-this-years-dip-is-a-gift-zoom-out-for-the-long-term><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla, Inc. stock has dropped over 20% this year and more than 50% from its mid-2021 highs.The company has described itself as being \"between growth cycles\" as it prepares for the launch of its next-...</p>\n\n<a href=\"https://seekingalpha.com/article/4665855-tesla-this-years-dip-is-a-gift-zoom-out-for-the-long-term\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://seekingalpha.com/article/4665855-tesla-this-years-dip-is-a-gift-zoom-out-for-the-long-term","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2407490028","content_text":"Tesla, Inc. stock has dropped over 20% this year and more than 50% from its mid-2021 highs.The company has described itself as being \"between growth cycles\" as it prepares for the launch of its next-gen consumer vehicle.In the meantime, Tesla is favorably set up to beat expectations in 2024, as the price gap against traditional non-EV competitors has slimmed and federal incentives sweeten.Justin SullivanThe stock market has continued to rally this year, but electric vehicle (\"EV\") stocks are in the dump - including and especially Tesla, Inc.. The category leader is down more than 20% year to date, driven by fears of softening demand and weak responses to the company's latest price drops. And relative to mid-2021 highs above $400, shares of Tesla have dropped more than 50%.Data by YChartsI last wrote a bullish note on Tesla in November, when the stock was trading closer to $220 per share. Is the growth story broken? In my view, certainly not. It's just that the stock market, especially in today's more jittery age, has reverted almost entirely to short-term thinking: and Tesla has acknowledged it is \"between growth cycles.\" In the short term, weaker consumer incomes (driven by heavy layoffs especially in white-collar jobs in 2023) and higher interest rates have dented car sales; but long term, more government encouragement of EV adoption and a massive greenfield global opportunity still fosters the long-term growth story. As such, I still remain quite bullish on this name.Tesla outlook (Tesla Q4 shareholder deck)It's important to note that Tesla has hinted at a \"next generation vehicle\" that may undercut even the Model 3 on price. Though it's still uncertain when this new vehicle will launch, it's not unreasonable to believe that a large swath of consumers have delayed their purchases in anticipation of the newest model.So, amid incredible pessimism for Tesla and other EV counterparts, it's important to note that EVs are still only a mid-teens percentage of all cars sold (and, it follows, an even lower percentage of all cars on the road). In this article, I'll focus on two bull case drivers for Tesla in 2024:Prices between Tesla models and competing vehicles have compressed, which should help to sustain demand between vehicle launch cycles (especially 2024).Tesla has managed to maintain incredible profitability even with price drops, and profitability stands to benefit from A) greater scale from higher production volumes and B) greater attach rate of software and services sales.Stay long here and take advantage of the dip as a buying opportunity.Price compression should support baseline demand in 2024; as well as instant rebates on federal tax creditsLow inventory and pandemic-era inflation in supply chain parts have all worked in tandem to drive nosebleed price inflation for new cars. At the same time, Tesla has gone the other way: slicing prices especially in demand-stricken regions like China, and in other regions like the U.S. rolling back some of the prior years' price increases / allowing customers to benefit from economies of scale gained in production.Let's compare the pricing of Tesla's Model 3 first against similar gas-powered competitors. As a reminder, Model 3's base price now starts at $38,990 for a rear-wheel drive model. But note as well that Model 3 qualifies under the Biden administration's $7,500 EV credit as long as the buyer falls within the income limitations ($150,000 in annual income for a single filer, or $300,000 for a couple filing jointly), and the car's sticker price is under $55,000 AND is manufactured in the U.S. (all but the most souped-up Model 3s and Model Ys will qualify under these restrictions).Tesla Model 3 (Tesla.com)It's worth noting as well that the federal credit is now eligible for \"instant rebates\" starting in 2024: which means buyers can take advantage of the savings immediately at the dealership, instead of waiting until next year's tax season to realize the savings. In a high interest-rate environment, that timing shift matters a lot to price-conscious customers.So all in all, a Model 3 costs roughly ~$31k not including any state-level incentives (not to mention savings from converting from gas to electric).Let's see how that compares against many popular sedan brands. Honda's (HMC) lineup is shown up below: traditionally considered a more budget-friendly brand, the starting price of a 2024 model Honda Accord at $28k is within striking distance of a Model 3 after rebates:Honda lineup (Honda.com)Ditto for Toyota (TM): a Model 3 isn't materially more expensive than a Camry ($26k).Toyota lineup (Toyota.com)And against more luxurious compares (arguably a better compare for a brand like Tesla), Model 3 prices are well beneath the entry-level BMW 2 Series ($38k) or Audi A3 ($35k).Model Y, meanwhile, makes for an even better compare. With starting prices now at $44k ($37k after rebates), Model Y stacks up quite nicely versus competitors.Tesla Model Y (Tesla.com)It's on par with Audi's cheapest SUV, the Q3 ($37k) and cheaper than the larger Q5 models.Audi SUV lineup (Audi.com)Ditto against the BMW (OTCPK:BMWYY) SUVs, which start above $40k:BMW SUV lineup (BMW.com)The bottom line here: with prices inflating on competing brands while Tesla prices have moderated, there will be a population of buyers who will be enticed to buy Teslas even between launch cycles, especially as we head into an election year and the EV rebate rules may be set to change.Tesla is still generating meaningful profitability, with several levers for further margin accretionWhen we zoom out at FY23 as a whole, we find that Tesla still generated its highest-ever nominal GAAP income of $15.0 billion.Tesla FY23 results (Tesla Q4 shareholder deck)Despite the fact that gross margins fell more than 7 points y/y driven by price reductions, which flowed directly into an 8 point reduction in operating margins and 6 point reduction in adjusted EBITDA margins, Tesla's overall adjusted EBITDA still fell \"only\" -13% y/y to $16.6 billion, its second-highest year on record.Increased production volumes and greater efficiency continue to be the greatest catalyst for further margin accretion. Tesla's Model 3/Y production increased 14% y/y in its most recent quarter:Tesla production trends (Tesla Q4 shareholder deck)This is a great indicator ahead of the company's next-gen vehicle. Here's what CEO Elon Musk said on the Q4 earnings call in regards to this new car:And we're very far along on our next-generation low-cost vehicle. This is an earnings call, not a product announcement. So there'll no doubt be many questions that try to ask us about new product, new products coming. But we reserve product announcements for product announcements not earning calls. So -- but we're very excited about this, and this is really going to be profound, not just in its design of the vehicle itself, but in the design of the manufacturing system. This is a revolutionary manufacturing system significantly, far more advanced than any other automotive manufacturing system in the world, by a significant margin.Several years ago, I said, perhaps the most important competitive characteristic of Tesla in the future will be manufacturing technology and you will really see that come to bear with our next-gen vehicle. The first manufacturing location for this will be at our Gigafactory and headquarters in Austin, Texas, and then we'll follow that up with other locations around the world. Probably the factory we'll build in Mexico will be second, and then we'll be looking to identify a third location, perhaps by the end of this year or early next outside of North America.\"Higher software attach is the other key driver to higher margins. The company recently released a major new version of its full self-driving (\"FSD\") package that incorporates AI/neural net technology to guide autonomous driving. As a reminder, the FSD package can be added at a cost of $12k, while a lower-feature Enhanced Autopilot option can be added at $6k. Both software options are available after purchase as well, so as features are added and encourage more Tesla owners off the bench, the company has access to a high-margin source of revenue growth.Key takeawaysThough there is a \"sky is falling\" attitude toward Tesla in the current stock market, it's worthwhile to call out all the opportunities that the company enjoys in 2024 (and more relevantly, beyond 2024) - including higher starting prices for competing vehicles, potential pull-forward of demand from buyers wanting to take advantage of generous federal tax rebates (which are available at point of purchase starting in 2024), and both hardware/software improvements to existing Tesla models despite no increase in price for either.Stay long here and wait patiently for the Tesla, Inc. rebound.","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":240276925354104,"gmtCreate":1699680457770,"gmtModify":1699680463969,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Thanks 🙏👍","listText":"Thanks 🙏👍","text":"Thanks 🙏👍","images":[{"img":"https://community-static.tradeup.com/news/54d397949df0214b3ee3fa3155141c02","width":"1080","height":"1344"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/240276925354104","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":239946323251408,"gmtCreate":1699599609910,"gmtModify":1699599614703,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Good 👍.","listText":"Good 👍.","text":"Good 👍.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239946323251408","repostId":"2382245602","repostType":4,"repost":{"id":"2382245602","kind":"highlight","pubTimestamp":1699578272,"share":"https://ttm.financial/m/news/2382245602?lang=&edition=fundamental","pubTime":"2023-11-10 09:04","market":"us","language":"en","title":"The October CPI Report May Be Shockingly Bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=2382245602","media":"Seekingalpha","summary":"The October CPI is set to show a sharp drop in headline inflation with energy prices reversing the September spike.We see room for core-CPI measures to surprise to the downside, based on declining use","content":"<html><head></head><body><ul style=\"\"><li><p>The October CPI is set to show a sharp drop in headline inflation with energy prices reversing the September spike.</p></li><li><p>We see room for core-CPI measures to surprise to the downside, based on declining used car prices and housing indicators stabilizing lower.</p></li><li><p>Accelerating disinflation could open the door for Fed rate cuts into 2024, driving bond yields lower as a tailwind for equities and risk assets.</p></li></ul><p>Mark your calendar because the October CPI report on Tuesday, November 14 could very well be one of the most important days for Wall Street all year. Several dynamics are coming together, which we believe will show a massive drop in the key inflation indicator.</p><p>If we&#39;re correct, the implications here extend to everything from the next steps in Fed policy to the outlook on interest rates and ultimately set the stage for stocks to continue rallying into 2024.</p><p>Compared to the 3.7% annual headline inflation indicator in September, the outlook here is for that figure to fall back towards &#34;3.28%&#34;, according to the current estimate from the Cleveland Fed. We wouldn&#39;t be surprised by a tick even lower with downside, particularly to the 4.16% core-CPI estimate.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0665024b6b738508e4c1fcc995e4a688\" tg-width=\"640\" tg-height=\"171\"/></p><p>source: Cleveland Fed</p><p>The reason this is important is that it helps pour cold water on what has been some of the biggest market headwinds. Concerns that inflation was re-accelerating and that the Fed would need to keep hiking, fueled a rise in long-term bond yields and stock market volatility in recent months.</p><p>By this measure, a &#34;good&#34; inflation update next week has the potential to proverbially kill multiple birds with one stone. The Fed has claimed the group is &#34;data-dependent&#34; on assessing the need for further action, and the CPI report is the main event of hard data that matters.</p><p>Don&#39;t just take our word for it, as the writing here is on the wall.</p><p>Maybe one of the biggest developments, and a welcomed surprise, has been the sharp selloff in energy prices. The spike during Q3 was likely the culprit for much of the uncertainty in the direction of the CPI, but the good news here is that Crude oil is currently down more than 20% from its September high, with the bulk of that move taking place in October.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b96a248dff3c246608e5a4a7646f658e\" tg-width=\"640\" tg-height=\"268\"/></p><p>source: finviz</p><p>Similarly, data shows that retail gasoline in the U.S. at a national average of $3.40 per gallon has dropped in recent weeks. Compared to fears last month that the Israel-Hamas war would result in trade disruptions or shortages and send oil surging. That scenario simply hasn&#39;t played out. The data shows climbing supplies and inventories helping to bring the market back to a balance as the average price fell over the past year.</p><p>It&#39;s not just energy. The closely watched &#34;Manheim Used Vehicle Value Index&#34; showed wholesale prices fell by -2.3% month-over-month in October and -4% y/y. The index is down -18% from its 2021 cycle peak. Vehicle prices within the core CPI, which excludes food and energy, had been stubbornly high but the trend now suggests pandemic-era dynamics passed.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/614eabd3c0157f5c0fa4907cc553c48f\" tg-width=\"640\" tg-height=\"376\"/></p><p>source: Manheim</p><p>We also see favorable signs in housing, with evidence that near two-decade-high mortgage rates are working to at least limit price increases. The latest Case-Shiller Home price index with data from August shows prices up 2.6% y/y, a level that is already near the Fed&#39;s broader 2% inflation target.</p><p>The sense is that there is more downside in housing prices, particularly as they are reflected in the official CPI data going forward. That dynamic is evident when we look at rent prices. According to the industry group Apartment List, the national average for October rents was down -1.2% y/y even as the figure reflected in the September CPI report still showed a 7.4% annual increase.</p><p>We expect to see some convergence lower in CPI shelter prices over the next several months, working to push the headline inflation indicator even lower. Overall, signs are that inflationary pressures have cooled, with disinflation accelerating into 2024.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ac577d3a97a67396e3add5f2b043925\" tg-width=\"640\" tg-height=\"454\"/></p><p>source: Apartment List</p><h2 id=\"id_1668434835\">A Door For The Fed To Cut In 2024</h2><p>Ultimately, some conviction that inflation has been controlled could open the door for the Fed to cut interest rates down the line. This is possible, not because the economy is in trouble, but simply because forward expectations become anchored to the 2% target. While the Fed hasn&#39;t discussed that possibility just yet, the upcoming October CPI report could go a long way to make that a reality.</p><p>This is exactly what the &#34;soft landing&#34; scenario has looked like defined by resilient economic indicators even as inflation trends lower. A setup many did not believe was possible back in 2022 but is playing out now. Indeed, the market is now starting to buy into that building consensus, and we agree.</p><p>We&#39;re watching bond yields make a sharp pullback from recent highs, which in part reflects the declining inflation expectations and even some underlying enthusiasm already looking ahead to the next few months of CPI data.</p><p>The 10-year Treasury Rate is currently down about 50 basis points to 4.5% from an October high when it breached the 5% handle. Again, the explanation here considers that if inflation is set to make a bigger move lower, the argument for further hikes by the Fed loses steam, and interest rates have a downside.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7918e21a4d97a53e17e16d16f8ceaea0\" tg-width=\"606\" tg-height=\"373\"/></p><p>source: CNBC</p><p>Similarly, stocks are trading on this same dynamic. The S&amp;P (SP500) has rallied higher in each of the last eight trading sessions, back to a level from early October. The argument we make is that with less macro uncertainty today, stocks should be well-positioned to reclaim their summer highs when the S&amp;P 500 reached $4,600.</p><p>The tailwinds here are threefold. First, companies benefit from lower inflation on the cost side in support of profitability margins. Second, Lower interest rates offer some room for expanding valuation multiples alongside strong sentiment. Finally, easing financial conditions can help boost top-line growth.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ebac86ee7cb5958e26f286b3a633a90\" tg-width=\"635\" tg-height=\"364\"/></p><p>Data by YCharts</p><h2 id=\"id_2473040421\">What&#39;s The Opportunity?</h2><p>The upcoming inflation data may be shocking to some, but we&#39;re prepared. The opportunity here is that all these points still face intense skepticism by a large part of the market.</p><p>It amazes us that some still believe inflation is &#34;out of control&#34; and the Fed will need to keep hiking. By this measure, a good CPI update could force inflation hawks and market bears back to the drawing board, translating into a market-wide short-squeeze.</p><p>Of course, that also covers what remains the key risk here which is the possibility that the next CPI somehow surprises significantly higher. We can&#39;t overlook the volatile situation in the Middle East or even Eastern Europe, which has been thus far relatively contained but introduces some tail risk scenarios. We&#39;d be concerned if oil made its way to +$100bbl.</p><p>Overall, we&#39;re bullish on stocks and bonds here and expect the favorable headlines surrounding the October CPI event to help build up a narrative that the market can trade into for a stronger year-end rally.</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>The October CPI Report May Be Shockingly Bullish</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 October CPI Report May Be Shockingly Bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-10 09:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4649731-the-october-cpi-report-may-be-shockingly-bullish><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The October CPI is set to show a sharp drop in headline inflation with energy prices reversing the September spike.We see room for core-CPI measures to surprise to the downside, based on declining ...</p>\n\n<a href=\"https://seekingalpha.com/article/4649731-the-october-cpi-report-may-be-shockingly-bullish\">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",".DJI":"道琼斯","VOO":"Vanguard标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4649731-the-october-cpi-report-may-be-shockingly-bullish","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2382245602","content_text":"The October CPI is set to show a sharp drop in headline inflation with energy prices reversing the September spike.We see room for core-CPI measures to surprise to the downside, based on declining used car prices and housing indicators stabilizing lower.Accelerating disinflation could open the door for Fed rate cuts into 2024, driving bond yields lower as a tailwind for equities and risk assets.Mark your calendar because the October CPI report on Tuesday, November 14 could very well be one of the most important days for Wall Street all year. Several dynamics are coming together, which we believe will show a massive drop in the key inflation indicator.If we're correct, the implications here extend to everything from the next steps in Fed policy to the outlook on interest rates and ultimately set the stage for stocks to continue rallying into 2024.Compared to the 3.7% annual headline inflation indicator in September, the outlook here is for that figure to fall back towards \"3.28%\", according to the current estimate from the Cleveland Fed. We wouldn't be surprised by a tick even lower with downside, particularly to the 4.16% core-CPI estimate.source: Cleveland FedThe reason this is important is that it helps pour cold water on what has been some of the biggest market headwinds. Concerns that inflation was re-accelerating and that the Fed would need to keep hiking, fueled a rise in long-term bond yields and stock market volatility in recent months.By this measure, a \"good\" inflation update next week has the potential to proverbially kill multiple birds with one stone. The Fed has claimed the group is \"data-dependent\" on assessing the need for further action, and the CPI report is the main event of hard data that matters.Don't just take our word for it, as the writing here is on the wall.Maybe one of the biggest developments, and a welcomed surprise, has been the sharp selloff in energy prices. The spike during Q3 was likely the culprit for much of the uncertainty in the direction of the CPI, but the good news here is that Crude oil is currently down more than 20% from its September high, with the bulk of that move taking place in October.source: finvizSimilarly, data shows that retail gasoline in the U.S. at a national average of $3.40 per gallon has dropped in recent weeks. Compared to fears last month that the Israel-Hamas war would result in trade disruptions or shortages and send oil surging. That scenario simply hasn't played out. The data shows climbing supplies and inventories helping to bring the market back to a balance as the average price fell over the past year.It's not just energy. The closely watched \"Manheim Used Vehicle Value Index\" showed wholesale prices fell by -2.3% month-over-month in October and -4% y/y. The index is down -18% from its 2021 cycle peak. Vehicle prices within the core CPI, which excludes food and energy, had been stubbornly high but the trend now suggests pandemic-era dynamics passed.source: ManheimWe also see favorable signs in housing, with evidence that near two-decade-high mortgage rates are working to at least limit price increases. The latest Case-Shiller Home price index with data from August shows prices up 2.6% y/y, a level that is already near the Fed's broader 2% inflation target.The sense is that there is more downside in housing prices, particularly as they are reflected in the official CPI data going forward. That dynamic is evident when we look at rent prices. According to the industry group Apartment List, the national average for October rents was down -1.2% y/y even as the figure reflected in the September CPI report still showed a 7.4% annual increase.We expect to see some convergence lower in CPI shelter prices over the next several months, working to push the headline inflation indicator even lower. Overall, signs are that inflationary pressures have cooled, with disinflation accelerating into 2024.source: Apartment ListA Door For The Fed To Cut In 2024Ultimately, some conviction that inflation has been controlled could open the door for the Fed to cut interest rates down the line. This is possible, not because the economy is in trouble, but simply because forward expectations become anchored to the 2% target. While the Fed hasn't discussed that possibility just yet, the upcoming October CPI report could go a long way to make that a reality.This is exactly what the \"soft landing\" scenario has looked like defined by resilient economic indicators even as inflation trends lower. A setup many did not believe was possible back in 2022 but is playing out now. Indeed, the market is now starting to buy into that building consensus, and we agree.We're watching bond yields make a sharp pullback from recent highs, which in part reflects the declining inflation expectations and even some underlying enthusiasm already looking ahead to the next few months of CPI data.The 10-year Treasury Rate is currently down about 50 basis points to 4.5% from an October high when it breached the 5% handle. Again, the explanation here considers that if inflation is set to make a bigger move lower, the argument for further hikes by the Fed loses steam, and interest rates have a downside.source: CNBCSimilarly, stocks are trading on this same dynamic. The S&P (SP500) has rallied higher in each of the last eight trading sessions, back to a level from early October. The argument we make is that with less macro uncertainty today, stocks should be well-positioned to reclaim their summer highs when the S&P 500 reached $4,600.The tailwinds here are threefold. First, companies benefit from lower inflation on the cost side in support of profitability margins. Second, Lower interest rates offer some room for expanding valuation multiples alongside strong sentiment. Finally, easing financial conditions can help boost top-line growth.Data by YChartsWhat's The Opportunity?The upcoming inflation data may be shocking to some, but we're prepared. The opportunity here is that all these points still face intense skepticism by a large part of the market.It amazes us that some still believe inflation is \"out of control\" and the Fed will need to keep hiking. By this measure, a good CPI update could force inflation hawks and market bears back to the drawing board, translating into a market-wide short-squeeze.Of course, that also covers what remains the key risk here which is the possibility that the next CPI somehow surprises significantly higher. We can't overlook the volatile situation in the Middle East or even Eastern Europe, which has been thus far relatively contained but introduces some tail risk scenarios. We'd be concerned if oil made its way to +$100bbl.Overall, we're bullish on stocks and bonds here and expect the favorable headlines surrounding the October CPI event to help build up a narrative that the market can trade into for a stronger year-end rally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230376492658936,"gmtCreate":1697286051222,"gmtModify":1697286055393,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Noted.","listText":"Noted.","text":"Noted.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230376492658936","repostId":"2375871947","repostType":2,"repost":{"id":"2375871947","kind":"highlight","pubTimestamp":1697269345,"share":"https://ttm.financial/m/news/2375871947?lang=&edition=fundamental","pubTime":"2023-10-14 15:42","market":"us","language":"en","title":"Tesla: My Long-Term Bull Thesis (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2375871947","media":"seekingalpha","summary":"Tesla, Inc. produces electric vehicles, solar panels and roof tiles, and battery storage systems.Tesla has already established itself as a premier EV producer and is well-positioned to achieve additio","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla, Inc. produces electric vehicles, solar panels and roof tiles, and battery storage systems.</p></li><li><p>Tesla has already established itself as a premier EV producer and is well-positioned to achieve additional moats in its ancillary industries.</p></li><li><p>They have a history of achieving attractive returns. I believe they will become a long-term compounder.</p></li><li><p>After reviewing their present financials and valuation, I currently rate Tesla stock a Buy.</p></li></ul><h2 id=\"id_284327236\">Thesis</h2><p>A few days ago, I was in a discussion with a friend about his recent <a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> stock acquisition and told him I thought he would likely be quite happy with his purchase a decade from now. When he asked me why, I gave him a brief on two high margin revenue streams that Tesla is in the process of developing. I am detailing the points I made to him in this article.</p><p>As much as I am quite bullish on their long-term prospects, when I wrote my last article on Tesla in April, I was hesitant to place a buy rating because of a combination of their margin contraction caused by price drops and our inverted yield curve. However, with the UAW strike providing significant problems for the Big Three, Tesla&#39;s short and medium term prospects have improved significantly. After reviewing their financials and present valuation, I currently rate TSLA as a Buy.</p><h2 id=\"id_1523361003\">Company Background</h2><p>Tesla produces electric vehicles, solar panels and roof tiles, and battery storage systems. They are a leading developer of self-driving software, and have expanded into machine learning with the development of their own supercomputer called Dojo. They maintain operations in the United States, China, and internationally. The company was founded in 2003 and and is currently headquartered in Austin, Texas.</p><p>Tesla maintains an Automotive segment, and an Energy Generation and Storage segment. Their Automotive segment offers electric vehicles and ancillary products and services. This segment includes their network of Superchargers and service locations, in-app upgrades and mobile services, financing and leasing services, and warranties and extended service plans.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f11caf4cecf2747046aec98ae4c6af65\" tg-width=\"640\" tg-height=\"714\"/></p><p>TSLA Automotive Market Share (Shareholder Deck, Q2 2023, page 9)</p><p>Their Energy Generation and Storage segment provides photovoltaic generation, storage products, and related services. It maintains a website as well as stores and galleries, and also reaches customers through a network of channel partners. They offer various financing options to their solar customers.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/805bb136adcb87dd8973826d009888a5\" tg-width=\"640\" tg-height=\"668\"/></p><p>TSLA Energy Storage And Services (Shareholder Deck, Q2 2023, page 8)</p><h2 id=\"id_2603697569\">Long-Term Trends</h2><p>The global electric vehicle (&#34;EV&#34;) market is projected to have a CAGR of 22.1% until 2030. The global autonomous vehicle market is projected to have a CAGR of 35% through 2032. The global electric vehicle charging station market is projected to have a CAGR of 37.7% until 2033. The energy storage market is projected to have a CAGR of 14.31% through 2028. The global photovoltaic market is projected have a CAGR of 10.1% during the forecast period.</p><h2 id=\"id_1091166465\">The Future Of Self-Driving</h2><p>Tesla is in the process of improving its capabilities on multiple fronts. They have been working toward full self-driving (&#34;FSD&#34;) for many years. As part of this effort, they announced Dojo at their AI Day event on August 19, 2021.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24792668f6b7252a5e3ff7db263f25fe\" tg-width=\"640\" tg-height=\"643\"/></p><p>TSLA Dojo Projections (Shareholder Deck, Q2 2023, page 8)</p><p>As progress continues on establishing superior reliability and safety capabilities, it will eventually become clear that autonomous vehicles are safer than human drivers. Once a certain statistical threshold has been met, insurance companies are going to be willing to offer lower rates to drivers who use proven autonomous driving software.</p><p>What I believe frequently gets overlooked is the pressure this will place on entities who operate large fleets of vehicles. They will be financially incentivized to transition to autonomous capable vehicles. While most of the auto industry has been working toward their own versions of autonomous driving, Tesla has a capability lead on most of them. If insurance companies are willing to offer users of Tesla&#39;s software better rates, this will incentivize Tesla&#39;s competition to manufacture vehicles which are capable of running a variety of software packages.</p><p>Their Autopilot has access to more raw data than any of their competitors. This gives them a significant lead on reaching full capability more quickly than any other autonomous driving software provider.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e4a0ee3836625fe05862be235be6d0d\" tg-width=\"640\" tg-height=\"411\"/></p><p>TSLA Guidance Autopilot (Earnings Call Transcript, Q2 2023)</p><p>We could witness an era where it&#39;s common for people to buy a new Ford (F), General Motors (GM), or Stellantis (STLA) vehicle equipped with Tesla&#39;s autonomous driving software. This may also produce an industry of third party entities which convert vehicles to be capable of using Tesla&#39;s software. Eventually, any capability gap should close for those of their competitors who continue developing their own software packages, so this period may only last a few years. However, the trend of vehicles being manufactured with multi-software capability may continue even after the gap closes. Being able to purchase a vehicle capable of using a variety of self-driving software packages may eventually become standard.</p><p>While I am not clear as to when this threshold will be crossed. The idea that Tesla might find themselves with a much larger market for their software than their own vehicles is extremely appealing. The pressure would have to be significant for the other auto manufacturers to make the switch. If the discounts the insurance companies are handing out are not deep enough, we may not see an adoption or we may only experience a partial adoption.</p><h2 id=\"id_766904302\">The Future Of Energy Storage</h2><p>Tesla is well positioned to benefit from ongoing changes in our energy grid. The Levelized Cost of Electricity is the most dominant factor at play when examining long-term energy infrastructure trends.</p><p>When photovoltaics reached the status of our cheapest source of electricity several years ago, additional renewable capacity seems inevitable. However, the adoption of intermittent sources warps the daily supply and demand curve for wholesale electricity. This supply and demand imbalance produced by solar is known as the Duck Curve. Excessive overproduction from solar will damage portions of the grid. This problem is severe enough that it is already common to disconnect portions of commercial scale capacity during the middle of the day. I went into further detail about how this is affecting long-term trends related to our grid in my recent article about <a href=\"https://laohu8.com/S/FLC.AU\">Fluence</a> Energy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39c147776dcc731a995ce851080e42f9\" tg-width=\"640\" tg-height=\"380\"/></p><p>The Duck Curve (Brad Bouillon; Stanford University)</p><p>Tesla sits in a unique situation where they are involved in both grid scale storage as well as machine learning and artificial intelligence. In places where a portion of the grid is supplied by photovoltaics, storage providers are able to collect free or almost-free electricity in the middle of the day while the grid is overproducing. This electricity can later be sold back into the market in the evening when they are at their highest.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4ac2ebf908cc8379c189eabbedc7ca5\" tg-width=\"640\" tg-height=\"345\"/></p><p>Wholesale California Electricity Prices Over 24 Hrs. On A Spring Day (Charles W. Forsberg; ResearchGate, May 2020)</p><p>With the electricity collected at no cost, or almost no cost, the margins for such an operation are a function of the sheer volume one can manage divided by the maintenance costs for the batteries. This means that storage providers are incentivized to gain access to as much overproduction as possible. Over the next several decades, I believe the electricity arbitrage industry has the potential to scale with the mass adoption of solar and will become incredibly lucrative. Although it&#39;s still far too early to tell how this situation will develop, Tesla is currently well positioned to become a major player in this emerging industry.</p><p>Their Autobidder continues to find opportunities in Australia, Texas, California, and the UK. The company cites the clear advantages of growing their footprint, as each facility they build is expected to produce revenue for about 20 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28f923519b920c1ce932fc27fda75a07\" tg-width=\"640\" tg-height=\"309\"/></p><p>TSLA Autobidder Guidance (Earnings Call Transcript, Q2 2023)</p><p>In 2022, their energy generation and storage segment reached 5.4% of total revenues, representing a 90% YoY increase to $1.310 billion, while the cost of revenues stands at $1.151 billion. This gives it a gross margin of 9.26%. According to a September 2023 article, Autobidder has made over $330 million in trading revenues since inception.</p><h2 id=\"id_1793167372\">Guidance</h2><p>Tesla&#39;s most recent earnings call spoke of several long-term projects they have in the works. They covered developments with the Cybertruck, which they plan to launch later this year, and also mentioned continued efforts toward developing a robotaxi. They are pleased about the adoption of the North American Charging Standard. Overall, things have been going well for them in recent months.</p><p>Their forward looking statements indicate that they expect Q3 to have lower revenue due to scheduled upgrades causing down-time through the summer months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6b8013f2708a14570db43c0501102e3\" tg-width=\"640\" tg-height=\"186\"/></p><p>TSLA Q3 Guidance (Earnings Call Transcript, Q2 2023)</p><h2 id=\"id_1301781525\">Annual Financials</h2><p>Tesla&#39;s annual revenue has been growing at an impressive rate. In 2013 they had an annual revenue of $2,013.5M. By 2022, that had grown to $81,462M. This represents a total increase of 3945.8% at an average annual rate of 438.4%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcc482b761f902e3e7c254040e9c8597\" tg-width=\"640\" tg-height=\"370\"/></p><p>TSLA Annual Revenue (By Author)</p><p>Their annual margins have been improving over the last several years. As of the most recent annual report, gross margins were 25.60%, EBITDA margins were 21.41%, operating margins were 16.81%, and net margins were 15.41%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ea2cc4873205f6048d485d7c8c03743\" tg-width=\"640\" tg-height=\"370\"/></p><p>TSLA Annual Margins (By Author)</p><p>Like many growing companies, Tesla has been diluting to help fund expansion. Total common shares outstanding was at 1,846.4M in 2013; by the end of 2022 that rose to 3,164M. This represents a 71.4% rise in share count, which comes out to an average annual rate of 7.93%. Over that same time period, operating income rose from -$61.3M to $13,692M. Because it has come with significant improvements to income, I view this dilution as accretive.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ae842b30302928f4ba47f1df6ca3b48\" tg-width=\"640\" tg-height=\"370\"/></p><p>TSLA Annual Share Count vs. Cash vs. Income (By Author)</p><p>Their debt situation has been improving over the last several years. As of the 2022 annual report, they had $106M in net interest expense, total debt was $5,748M, and long-term debt was $1,029M.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf2a5f6f85100d6fad8fbc763ee28c46\" tg-width=\"640\" tg-height=\"369\"/></p><p>TSLA Annual Debt (By Author)</p><p>As of this most recent annual report, cash and equivalents was $16,253M, operating income was $13,692M, EBITDA was $17,439M, net income was $12,556M, unlevered free cash flow was $4,327.5M, and levered free cash flow was $4,208.1M.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4749ab51b3930ace699aa8fdbc9d3042\" tg-width=\"640\" tg-height=\"366\"/></p><p>TSLA Annual Cash Flow (By Author)</p><p>Their total equity has been growing quite quickly.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7668562728d6b2189d0ea9b36320c656\" tg-width=\"640\" tg-height=\"364\"/></p><p>TSLA Annual Total Equity (By Author)</p><p>Annual returns have also been improving. As of the most recent annual report ROIC was 24.31%, ROCE was 17.64%, and ROE was at 27.36%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5583fd99045d634b1d656076e1699c03\" tg-width=\"640\" tg-height=\"370\"/></p><p>TSLA Annual Returns (By Author)</p><h2 id=\"id_1822369943\">Quarterly Financials</h2><p>Their quarterly financials are showing significant revenue growth over the last two years. Eight quarters ago Tesla had a quarterly revenue of $11,958M. Four quarters ago that had grown to $16,934M. By this most recent quarter that had grown to $24,927M. This represents a total two-year rise of 108.4% at an average quarterly rate of 13.6%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42d5dee77bc7ebd5bff77ffdbff2b891\" tg-width=\"640\" tg-height=\"370\"/></p><p>TSLA Quarterly Revenue (By Author)</p><p>Their margins have been contracting over the last several quarters. As of the most recent quarter gross margins were 18.19%, EBITDA margins were 14.25%, operating margins were 9.62%, and net margins were at 10.84%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6a9552bd4abea5d4eaf5bab00ec6cbd\" tg-width=\"640\" tg-height=\"370\"/></p><p>TSLA Quarterly Margins (By Author)</p><p>Their dilution rate appears to have dropped in more recent quarters. The sum of their last eight quarters of dilution comes to 7.32%; over the last four quarters this has dropped to 1.63%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/229782b5a1c2946139d72aed133ad813\" tg-width=\"640\" tg-height=\"370\"/></p><p>TSLA Quarterly Share Count vs. Cash vs. Income (By Author)</p><p>Their debt situation is improving. This most recent quarter, Tesla had $210M in net interest expense, total debt was at $5811M, and long-term debt was at $504M.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/429f4a8a103bf7e3ca31bf52ce141526\" tg-width=\"640\" tg-height=\"371\"/></p><p>TSLA Quarterly Debt (By Author)</p><p>Their quarterly cash flow is inconsistent. As of the most recent earnings report, cash and equivalents were $15,296M, quarterly operating income was $2,399M, EBITDA was $3553M, net income was $2,703M, unlevered free cash flow was $894.4M, and levered free cash flow was $876.9M.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db4fae5af9d282f20ff6be83fc6eba91\" tg-width=\"640\" tg-height=\"371\"/></p><p>TSLA Quarterly Cash Flow (By Author)</p><p>When viewed on a quarterly basis, their total equity continues to rise.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39348a9bbb1a278da180df079161da78\" tg-width=\"640\" tg-height=\"372\"/></p><p>TSLA Quarterly Total Equity (By Author)</p><p>Their returns are trending in a similar pattern with their margins. As of the most recent earnings report ROIC was 4.66%, ROCE was 2.81%, and ROE was 5.18%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6b3a5e5973cf51f1e4bb2acfeef013b\" tg-width=\"640\" tg-height=\"370\"/></p><p>TSLA Quarterly Returns (By Author)</p><h2 id=\"id_3002784039\">Valuation</h2><p>As of October 11th, 2023, Tesla had a market capitalization of $836.73B and traded for $262.99 per share. They do not pay a dividend, so using their forward P/E of 91.03x, and their EPS Long-Term CAGR of 19.72%, I calculated a PEGY of 4.616x and an Inverted PEGY of 0.2166x. As the PEGY value is well above 1, this implies the company is presently significantly overvalued.</p><p>However, TSLA has a history of trading at elevated valuations. They are currently trading with an EV/EBITDA of 48.73x. When viewing their EV/EBITDA over the last 5 years, it&#39;s clear that its present valuation is historically not as overvalued as it has reached in the past.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d884e507e04fa1ef07ee4d2ca9e62583\" tg-width=\"640\" tg-height=\"230\"/></p><p>TSLA 5 Year EV/EBITDA (Seeking Alpha)</p><h2 id=\"id_3723830278\">Risks</h2><p>Tesla faces a large number of competitors. A majority of the already established auto manufacturers on the planet are developing or already producing their own EV&#39;s and alternative fuel vehicles. This developing industry has also attracted a significant number of speculative startups. Because of Tesla&#39;s first mover advantage, and the time it will take to develop a viable product from nothing, I expect that the effects of this increasing competitive pressure will come on gradually.</p><p>Autonomous driving may take longer to reach full maturity than they expect. Progress is expected to continue on its logistic growth curve, with most of the easy breakthroughs having already been made. The company already has a viable product, but they need a huge amount of additional data and time to fine tune it and make further safety and reliability improvements. It will likely be difficult to tell when they have actually crossed above the threshold where their FSD software can be called &#34;fully mature.&#34;</p><p>As always with innovators, Tesla runs the risk of overspending to stay relevant. Developing their own hardware and software for machine learning may end up costing more than they expect, or not be as profitable as they project. The push to develop A.I. is spawning development across the industry, and Tesla is merely one of many companies working on their own projects. While I believe the decision to move into machine learning was good for the long-term health of the company, it&#39;s always possible the additional cost of joining the first movers will not be worth the benefits.</p><h2 id=\"id_2771406227\">Catalysts</h2><p>Tesla faces several catalysts, most of which are not near term. Tesla has cut prices several times earlier this year. This should produce additional demand and help them capture market share. Tesla has been normalizing electric vehicle use; at some point we will cross the threshold where it&#39;s more normal culturally to drive an electric or alternative fuel vehicle than a gasoline or diesel.</p><p>Tesla&#39;s overall engineering quality is extremely high. Tesla is several generations into EV development and their design philosophy has them continuously making performance improvements. For a specific example of what I am referencing, YouTube has videos of Sandy Munro comparing the thermal systems of the Mach-E and the Model Y. They are eye-opening.</p><p>As stated above, I believe demand for their FSD software will increase once the insurance providers are willing to offer discounts. Organizations which maintain fleets of vehicles will have to justify not transitioning to the cheaper option. This is likely to affect everyone from car rental companies and taxi services, to government employees and utility vehicles. Demand for FSD may also spur their competition into producing vehicles which are capable of using Tesla&#39;s driverless software.</p><p>Tesla is joining several others in the development of Iron-Air batteries. These types of batteries are significantly cheaper than the Li-ion we are all accustomed to. Tesla already operates a grid scale energy storage facility in Texas. The dramatic cost savings of Iron-Air batteries makes them a disruptive technology. Our electric grid currently requires a significant contribution from base load providers. As we increase its storage capacity, I believe the bargaining power the base load providers currently have will diminish as most of the negotiating power will shift to the storage providers.</p><p>Also, storage providers will experience sustained tailwinds from the continued adoption of solar as they profit from daily arbitrage opportunities. Because of their dramatically lower cost of production, the adoption of iron-air batteries should both lower cost of expansion and improve margins for their energy storage division.</p><p>Tesla achieves rather high margins for a manufacturer. As producers in other industries realize that the reason Tesla is achieving superior margins and return on capital is due to their preference for automated manufacturing, the demand for Tesla-style facilities should rise. The company could eventually open a subsidiary which establishes automated manufacturing facilities for other companies.</p><h2 id=\"id_2355894248\">Conclusions</h2><p>Normally, I refuse to place buy ratings on any company this overvalued. However, I believe the current UAW strike will provide continued tailwinds for Tesla, Inc.&#39;s share price as it continues. Add to this the fact that they have a history of achieving unreasonably high valuations and its present valuation becomes less of a concern. This is one of the few occasions where I am willing to hand out a buy rating on a ticker when I am unable to clearly see that it&#39;s trading below its intrinsic value. I believe Tesla has unrecognized long-term growth potential, so it potentially may have a hidden margin of safety.</p><p>Overall, Tesla, Inc. appears to be an extremely attractive investment because of their culture of adaptation and innovation. While I cannot guarantee that their current endeavors will lead to future moats, they have already established themselves as a premier EV producer and have the potential to find themselves with multiple high margin revenue streams. Although their margins have been contracting over the last several quarters, they have proven they are capable of producing attractive returns.</p><p>I believe Tesla stock is likely to become the long-term compounder that its present investors hope it will be. So even if buying at today&#39;s prices ends up being a lackluster entry in the short or medium term, long-term Tesla, Inc. shareholders are unlikely to be punished for it.</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>Tesla: My Long-Term Bull Thesis (Rating Upgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: My Long-Term Bull Thesis (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-14 15:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4640677-tesla-my-long-term-bull-thesis-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla, Inc. produces electric vehicles, solar panels and roof tiles, and battery storage systems.Tesla has already established itself as a premier EV producer and is well-positioned to achieve ...</p>\n\n<a href=\"https://seekingalpha.com/article/4640677-tesla-my-long-term-bull-thesis-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4640677-tesla-my-long-term-bull-thesis-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2375871947","content_text":"Tesla, Inc. produces electric vehicles, solar panels and roof tiles, and battery storage systems.Tesla has already established itself as a premier EV producer and is well-positioned to achieve additional moats in its ancillary industries.They have a history of achieving attractive returns. I believe they will become a long-term compounder.After reviewing their present financials and valuation, I currently rate Tesla stock a Buy.ThesisA few days ago, I was in a discussion with a friend about his recent Tesla, Inc. stock acquisition and told him I thought he would likely be quite happy with his purchase a decade from now. When he asked me why, I gave him a brief on two high margin revenue streams that Tesla is in the process of developing. I am detailing the points I made to him in this article.As much as I am quite bullish on their long-term prospects, when I wrote my last article on Tesla in April, I was hesitant to place a buy rating because of a combination of their margin contraction caused by price drops and our inverted yield curve. However, with the UAW strike providing significant problems for the Big Three, Tesla's short and medium term prospects have improved significantly. After reviewing their financials and present valuation, I currently rate TSLA as a Buy.Company BackgroundTesla produces electric vehicles, solar panels and roof tiles, and battery storage systems. They are a leading developer of self-driving software, and have expanded into machine learning with the development of their own supercomputer called Dojo. They maintain operations in the United States, China, and internationally. The company was founded in 2003 and and is currently headquartered in Austin, Texas.Tesla maintains an Automotive segment, and an Energy Generation and Storage segment. Their Automotive segment offers electric vehicles and ancillary products and services. This segment includes their network of Superchargers and service locations, in-app upgrades and mobile services, financing and leasing services, and warranties and extended service plans.TSLA Automotive Market Share (Shareholder Deck, Q2 2023, page 9)Their Energy Generation and Storage segment provides photovoltaic generation, storage products, and related services. It maintains a website as well as stores and galleries, and also reaches customers through a network of channel partners. They offer various financing options to their solar customers.TSLA Energy Storage And Services (Shareholder Deck, Q2 2023, page 8)Long-Term TrendsThe global electric vehicle (\"EV\") market is projected to have a CAGR of 22.1% until 2030. The global autonomous vehicle market is projected to have a CAGR of 35% through 2032. The global electric vehicle charging station market is projected to have a CAGR of 37.7% until 2033. The energy storage market is projected to have a CAGR of 14.31% through 2028. The global photovoltaic market is projected have a CAGR of 10.1% during the forecast period.The Future Of Self-DrivingTesla is in the process of improving its capabilities on multiple fronts. They have been working toward full self-driving (\"FSD\") for many years. As part of this effort, they announced Dojo at their AI Day event on August 19, 2021.TSLA Dojo Projections (Shareholder Deck, Q2 2023, page 8)As progress continues on establishing superior reliability and safety capabilities, it will eventually become clear that autonomous vehicles are safer than human drivers. Once a certain statistical threshold has been met, insurance companies are going to be willing to offer lower rates to drivers who use proven autonomous driving software.What I believe frequently gets overlooked is the pressure this will place on entities who operate large fleets of vehicles. They will be financially incentivized to transition to autonomous capable vehicles. While most of the auto industry has been working toward their own versions of autonomous driving, Tesla has a capability lead on most of them. If insurance companies are willing to offer users of Tesla's software better rates, this will incentivize Tesla's competition to manufacture vehicles which are capable of running a variety of software packages.Their Autopilot has access to more raw data than any of their competitors. This gives them a significant lead on reaching full capability more quickly than any other autonomous driving software provider.TSLA Guidance Autopilot (Earnings Call Transcript, Q2 2023)We could witness an era where it's common for people to buy a new Ford (F), General Motors (GM), or Stellantis (STLA) vehicle equipped with Tesla's autonomous driving software. This may also produce an industry of third party entities which convert vehicles to be capable of using Tesla's software. Eventually, any capability gap should close for those of their competitors who continue developing their own software packages, so this period may only last a few years. However, the trend of vehicles being manufactured with multi-software capability may continue even after the gap closes. Being able to purchase a vehicle capable of using a variety of self-driving software packages may eventually become standard.While I am not clear as to when this threshold will be crossed. The idea that Tesla might find themselves with a much larger market for their software than their own vehicles is extremely appealing. The pressure would have to be significant for the other auto manufacturers to make the switch. If the discounts the insurance companies are handing out are not deep enough, we may not see an adoption or we may only experience a partial adoption.The Future Of Energy StorageTesla is well positioned to benefit from ongoing changes in our energy grid. The Levelized Cost of Electricity is the most dominant factor at play when examining long-term energy infrastructure trends.When photovoltaics reached the status of our cheapest source of electricity several years ago, additional renewable capacity seems inevitable. However, the adoption of intermittent sources warps the daily supply and demand curve for wholesale electricity. This supply and demand imbalance produced by solar is known as the Duck Curve. Excessive overproduction from solar will damage portions of the grid. This problem is severe enough that it is already common to disconnect portions of commercial scale capacity during the middle of the day. I went into further detail about how this is affecting long-term trends related to our grid in my recent article about Fluence Energy.The Duck Curve (Brad Bouillon; Stanford University)Tesla sits in a unique situation where they are involved in both grid scale storage as well as machine learning and artificial intelligence. In places where a portion of the grid is supplied by photovoltaics, storage providers are able to collect free or almost-free electricity in the middle of the day while the grid is overproducing. This electricity can later be sold back into the market in the evening when they are at their highest.Wholesale California Electricity Prices Over 24 Hrs. On A Spring Day (Charles W. Forsberg; ResearchGate, May 2020)With the electricity collected at no cost, or almost no cost, the margins for such an operation are a function of the sheer volume one can manage divided by the maintenance costs for the batteries. This means that storage providers are incentivized to gain access to as much overproduction as possible. Over the next several decades, I believe the electricity arbitrage industry has the potential to scale with the mass adoption of solar and will become incredibly lucrative. Although it's still far too early to tell how this situation will develop, Tesla is currently well positioned to become a major player in this emerging industry.Their Autobidder continues to find opportunities in Australia, Texas, California, and the UK. The company cites the clear advantages of growing their footprint, as each facility they build is expected to produce revenue for about 20 years.TSLA Autobidder Guidance (Earnings Call Transcript, Q2 2023)In 2022, their energy generation and storage segment reached 5.4% of total revenues, representing a 90% YoY increase to $1.310 billion, while the cost of revenues stands at $1.151 billion. This gives it a gross margin of 9.26%. According to a September 2023 article, Autobidder has made over $330 million in trading revenues since inception.GuidanceTesla's most recent earnings call spoke of several long-term projects they have in the works. They covered developments with the Cybertruck, which they plan to launch later this year, and also mentioned continued efforts toward developing a robotaxi. They are pleased about the adoption of the North American Charging Standard. Overall, things have been going well for them in recent months.Their forward looking statements indicate that they expect Q3 to have lower revenue due to scheduled upgrades causing down-time through the summer months.TSLA Q3 Guidance (Earnings Call Transcript, Q2 2023)Annual FinancialsTesla's annual revenue has been growing at an impressive rate. In 2013 they had an annual revenue of $2,013.5M. By 2022, that had grown to $81,462M. This represents a total increase of 3945.8% at an average annual rate of 438.4%.TSLA Annual Revenue (By Author)Their annual margins have been improving over the last several years. As of the most recent annual report, gross margins were 25.60%, EBITDA margins were 21.41%, operating margins were 16.81%, and net margins were 15.41%.TSLA Annual Margins (By Author)Like many growing companies, Tesla has been diluting to help fund expansion. Total common shares outstanding was at 1,846.4M in 2013; by the end of 2022 that rose to 3,164M. This represents a 71.4% rise in share count, which comes out to an average annual rate of 7.93%. Over that same time period, operating income rose from -$61.3M to $13,692M. Because it has come with significant improvements to income, I view this dilution as accretive.TSLA Annual Share Count vs. Cash vs. Income (By Author)Their debt situation has been improving over the last several years. As of the 2022 annual report, they had $106M in net interest expense, total debt was $5,748M, and long-term debt was $1,029M.TSLA Annual Debt (By Author)As of this most recent annual report, cash and equivalents was $16,253M, operating income was $13,692M, EBITDA was $17,439M, net income was $12,556M, unlevered free cash flow was $4,327.5M, and levered free cash flow was $4,208.1M.TSLA Annual Cash Flow (By Author)Their total equity has been growing quite quickly.TSLA Annual Total Equity (By Author)Annual returns have also been improving. As of the most recent annual report ROIC was 24.31%, ROCE was 17.64%, and ROE was at 27.36%.TSLA Annual Returns (By Author)Quarterly FinancialsTheir quarterly financials are showing significant revenue growth over the last two years. Eight quarters ago Tesla had a quarterly revenue of $11,958M. Four quarters ago that had grown to $16,934M. By this most recent quarter that had grown to $24,927M. This represents a total two-year rise of 108.4% at an average quarterly rate of 13.6%.TSLA Quarterly Revenue (By Author)Their margins have been contracting over the last several quarters. As of the most recent quarter gross margins were 18.19%, EBITDA margins were 14.25%, operating margins were 9.62%, and net margins were at 10.84%.TSLA Quarterly Margins (By Author)Their dilution rate appears to have dropped in more recent quarters. The sum of their last eight quarters of dilution comes to 7.32%; over the last four quarters this has dropped to 1.63%.TSLA Quarterly Share Count vs. Cash vs. Income (By Author)Their debt situation is improving. This most recent quarter, Tesla had $210M in net interest expense, total debt was at $5811M, and long-term debt was at $504M.TSLA Quarterly Debt (By Author)Their quarterly cash flow is inconsistent. As of the most recent earnings report, cash and equivalents were $15,296M, quarterly operating income was $2,399M, EBITDA was $3553M, net income was $2,703M, unlevered free cash flow was $894.4M, and levered free cash flow was $876.9M.TSLA Quarterly Cash Flow (By Author)When viewed on a quarterly basis, their total equity continues to rise.TSLA Quarterly Total Equity (By Author)Their returns are trending in a similar pattern with their margins. As of the most recent earnings report ROIC was 4.66%, ROCE was 2.81%, and ROE was 5.18%.TSLA Quarterly Returns (By Author)ValuationAs of October 11th, 2023, Tesla had a market capitalization of $836.73B and traded for $262.99 per share. They do not pay a dividend, so using their forward P/E of 91.03x, and their EPS Long-Term CAGR of 19.72%, I calculated a PEGY of 4.616x and an Inverted PEGY of 0.2166x. As the PEGY value is well above 1, this implies the company is presently significantly overvalued.However, TSLA has a history of trading at elevated valuations. They are currently trading with an EV/EBITDA of 48.73x. When viewing their EV/EBITDA over the last 5 years, it's clear that its present valuation is historically not as overvalued as it has reached in the past.TSLA 5 Year EV/EBITDA (Seeking Alpha)RisksTesla faces a large number of competitors. A majority of the already established auto manufacturers on the planet are developing or already producing their own EV's and alternative fuel vehicles. This developing industry has also attracted a significant number of speculative startups. Because of Tesla's first mover advantage, and the time it will take to develop a viable product from nothing, I expect that the effects of this increasing competitive pressure will come on gradually.Autonomous driving may take longer to reach full maturity than they expect. Progress is expected to continue on its logistic growth curve, with most of the easy breakthroughs having already been made. The company already has a viable product, but they need a huge amount of additional data and time to fine tune it and make further safety and reliability improvements. It will likely be difficult to tell when they have actually crossed above the threshold where their FSD software can be called \"fully mature.\"As always with innovators, Tesla runs the risk of overspending to stay relevant. Developing their own hardware and software for machine learning may end up costing more than they expect, or not be as profitable as they project. The push to develop A.I. is spawning development across the industry, and Tesla is merely one of many companies working on their own projects. While I believe the decision to move into machine learning was good for the long-term health of the company, it's always possible the additional cost of joining the first movers will not be worth the benefits.CatalystsTesla faces several catalysts, most of which are not near term. Tesla has cut prices several times earlier this year. This should produce additional demand and help them capture market share. Tesla has been normalizing electric vehicle use; at some point we will cross the threshold where it's more normal culturally to drive an electric or alternative fuel vehicle than a gasoline or diesel.Tesla's overall engineering quality is extremely high. Tesla is several generations into EV development and their design philosophy has them continuously making performance improvements. For a specific example of what I am referencing, YouTube has videos of Sandy Munro comparing the thermal systems of the Mach-E and the Model Y. They are eye-opening.As stated above, I believe demand for their FSD software will increase once the insurance providers are willing to offer discounts. Organizations which maintain fleets of vehicles will have to justify not transitioning to the cheaper option. This is likely to affect everyone from car rental companies and taxi services, to government employees and utility vehicles. Demand for FSD may also spur their competition into producing vehicles which are capable of using Tesla's driverless software.Tesla is joining several others in the development of Iron-Air batteries. These types of batteries are significantly cheaper than the Li-ion we are all accustomed to. Tesla already operates a grid scale energy storage facility in Texas. The dramatic cost savings of Iron-Air batteries makes them a disruptive technology. Our electric grid currently requires a significant contribution from base load providers. As we increase its storage capacity, I believe the bargaining power the base load providers currently have will diminish as most of the negotiating power will shift to the storage providers.Also, storage providers will experience sustained tailwinds from the continued adoption of solar as they profit from daily arbitrage opportunities. Because of their dramatically lower cost of production, the adoption of iron-air batteries should both lower cost of expansion and improve margins for their energy storage division.Tesla achieves rather high margins for a manufacturer. As producers in other industries realize that the reason Tesla is achieving superior margins and return on capital is due to their preference for automated manufacturing, the demand for Tesla-style facilities should rise. The company could eventually open a subsidiary which establishes automated manufacturing facilities for other companies.ConclusionsNormally, I refuse to place buy ratings on any company this overvalued. However, I believe the current UAW strike will provide continued tailwinds for Tesla, Inc.'s share price as it continues. Add to this the fact that they have a history of achieving unreasonably high valuations and its present valuation becomes less of a concern. This is one of the few occasions where I am willing to hand out a buy rating on a ticker when I am unable to clearly see that it's trading below its intrinsic value. I believe Tesla has unrecognized long-term growth potential, so it potentially may have a hidden margin of safety.Overall, Tesla, Inc. appears to be an extremely attractive investment because of their culture of adaptation and innovation. While I cannot guarantee that their current endeavors will lead to future moats, they have already established themselves as a premier EV producer and have the potential to find themselves with multiple high margin revenue streams. Although their margins have been contracting over the last several quarters, they have proven they are capable of producing attractive returns.I believe Tesla stock is likely to become the long-term compounder that its present investors hope it will be. So even if buying at today's prices ends up being a lackluster entry in the short or medium term, long-term Tesla, Inc. shareholders are unlikely to be punished for it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230203510399032,"gmtCreate":1697243815882,"gmtModify":1697243819880,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Buy the dip.","listText":"Buy the dip.","text":"Buy the dip.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230203510399032","repostId":"1195018807","repostType":4,"repost":{"id":"1195018807","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":1697237865,"share":"https://ttm.financial/m/news/1195018807?lang=&edition=fundamental","pubTime":"2023-10-14 06:57","market":"us","language":"en","title":"Post-Bell｜Nasdaq Drops 1.23% on Friday; AMC Stock Tumbles 13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1195018807","media":"Tiger Newspress","summary":"The S&P 500 and the Nasdaq closed lower on Friday as deteriorating consumer sentiment data and the Middle East conflict soured investors on riskier bets and overshadowed upbeat quarterly earnings from","content":"<html><head></head><body><p>The S&amp;P 500 and the Nasdaq closed lower on Friday as deteriorating consumer sentiment data and the Middle East conflict soured investors on riskier bets and overshadowed upbeat quarterly earnings from some of the largest U.S. banks.</p><h2 id=\"id_3626619824\">Market Snapshot</h2><p>The Dow Jones Industrial Average rose 39.15 points, or 0.12%, to 33,670.29, the S&amp;P 500 lost 21.83 points, or 0.50%, to 4,327.78 and the Nasdaq Composite dropped 166.99 points, or 1.23%, to 13,407.23.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e592c731c170f7598aee9711e1e0343\" title=\"\" tg-width=\"949\" tg-height=\"156\"/></p><h2 id=\"id_3350154466\">Market Movers</h2><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> posted third-quarter earnings of $4.33 a share, beating analysts’ estimates of $3.95, and rising from year-earlier profit of $3.12 a share. The bank benefited from a continued surge in net interest income and its acquisition of First Republic Bank. JPMorgan shares rose 1.5%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/WFC\">Wells Fargo </a> posted quarterly earnings of $1.48 a share, easily topping estimates of $1.24. Revenue rose to $20.86 billion from $19.6 billion. The stock gained 3.1%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/C\">Citigroup </a> reported third-quarter earnings on Friday of $1.63 a share, better than analysts’ expectations of $1.23 a share. Shares of the bank fell 0.24%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/BLK\">BlackRock </a> posted quarterly earnings that beat expectations. The world’s largest money manager recorded $3 billion of quarterly net inflows. Net outflows were $49 billion, stemming from lower-fee index equity strategies and $19 billion from a single international client, the company said. Assets under management rose by $1.1 trillion from a year earlier. Shares sank 1.34%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/UNH\">UnitedHealth </a>, the managed care company, earned an adjusted $6.56 a share in the third quarter, beating analysts’ estimates of $6.32. UnitedHealth on Friday also raised its full-year outlook. UnitedHealth rose 2.64%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/DG\">Dollar General </a> said its former chief executive, Todd Vasos, will be coming out of retirement to lead the discount retailer. He previously led the company from June 2015 through November 2022, when he handed over the reins to Jeff Owen, who has stepped down. Dollar General also narrowed its fiscal-year sales growth forecast to a range of 1.5% to 2.5%, compared with a previous range of 1.3% to 3.3%. The stock rose 9.16% and was the best performer in the S&amp;P 500.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/PGR\">Progressive</a> jumped 8.13% after the insurance company reported better-than-expected third-quarter earnings and said net premiums written jumped 20% from a year earlier to $15.59 billion.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>‘s $75 billion acquisition of <a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard </a> has been approved by regulators in the U.K., clearing the closure of the deal. The U.K.’s Competition and Markets Authority said Friday that its concerns over the threat to competition posed by the deal were resolved by Microsoft ‘s transfer of cloud-streaming rights for Activision’s videogames to France’s Ubisoft. Microsoft fell 1% and Activision slipped less than 0.1%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/SGH\">Smart Global Holdings </a>, the computing and memory company, said fiscal fourth-quarter sales declined 12.6% to $316.7 million, missing analysts’ forecast of $375 million. The company said it expects sales from continuing operations in its fiscal first quarter of $275 million plus or minus $25 million. Shares of Smart Global sank 44%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NFLX\">Netflix </a> fell 1.53% to after Wolfe analyst Peter Supino downgraded shares of the streaming company to Peer Perform from Outperform and removed his $500 price target on the stock.</p><h2 id=\"id_2336334682\">Market News</h2><h3 id=\"id_3013873246\">AMC Stock Drops 13% As Taylor Swift Movie Hits AMC</h3><p>Taylor Swift’s wildly popular &#34;Eras&#34; tour is now officially showing in AMC theaters and others in the form of a concert movie, bringing speculation about how the &#34;Taylor Swift effect&#34; could play out for the Kansas-based movie theater operator.</p><p>AMC shares dropped 13% on Friday.</p><h3 id=\"id_3354468643\">Flying Drone Taxi Maker Ehang Receives Another Regulatory Green Light in China</h3><p>Chinese drone maker <a href=\"https://laohu8.com/S/EH\">EHang Holdings</a> gained safety approval certification from China&#39;s aviation authority, bringing its unmanned passenger copters one step closer to commercial use, the Guangzhou-based company announced on Friday.</p><p>The &#39;type certification&#39; from the Civil Aviation Administration of China (CAAC) is for EHang&#39;s 216-S model, a 16-rotor drone that can carry two passengers at speeds of 130 kilometres an hour at a max range of 30 kilometres.</p><h3 id=\"id_820828044\">Sigma Labs Soars After Definitive Agreement to Acquire NextTrip</h3><p>Shares of <a href=\"https://laohu8.com/S/SASI\">Sigma Additive Solutions</a> leaped after it signed a definitive agreement for its NextTrip deal. The company had announced the deal over a month ago. The firm added NextTrip has an implied enterprise valuation of ~$50M.</p><p>If all business milestones are achieved, NextTrip will receive a total of six million shares of SASI&#39;s common stock.</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>Post-Bell｜Nasdaq Drops 1.23% on Friday; AMC Stock Tumbles 13%</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\">\nPost-Bell｜Nasdaq Drops 1.23% on Friday; AMC Stock Tumbles 13%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-10-14 06:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&amp;P 500 and the Nasdaq closed lower on Friday as deteriorating consumer sentiment data and the Middle East conflict soured investors on riskier bets and overshadowed upbeat quarterly earnings from some of the largest U.S. banks.</p><h2 id=\"id_3626619824\">Market Snapshot</h2><p>The Dow Jones Industrial Average rose 39.15 points, or 0.12%, to 33,670.29, the S&amp;P 500 lost 21.83 points, or 0.50%, to 4,327.78 and the Nasdaq Composite dropped 166.99 points, or 1.23%, to 13,407.23.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e592c731c170f7598aee9711e1e0343\" title=\"\" tg-width=\"949\" tg-height=\"156\"/></p><h2 id=\"id_3350154466\">Market Movers</h2><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> posted third-quarter earnings of $4.33 a share, beating analysts’ estimates of $3.95, and rising from year-earlier profit of $3.12 a share. The bank benefited from a continued surge in net interest income and its acquisition of First Republic Bank. JPMorgan shares rose 1.5%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/WFC\">Wells Fargo </a> posted quarterly earnings of $1.48 a share, easily topping estimates of $1.24. Revenue rose to $20.86 billion from $19.6 billion. The stock gained 3.1%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/C\">Citigroup </a> reported third-quarter earnings on Friday of $1.63 a share, better than analysts’ expectations of $1.23 a share. Shares of the bank fell 0.24%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/BLK\">BlackRock </a> posted quarterly earnings that beat expectations. The world’s largest money manager recorded $3 billion of quarterly net inflows. Net outflows were $49 billion, stemming from lower-fee index equity strategies and $19 billion from a single international client, the company said. Assets under management rose by $1.1 trillion from a year earlier. Shares sank 1.34%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/UNH\">UnitedHealth </a>, the managed care company, earned an adjusted $6.56 a share in the third quarter, beating analysts’ estimates of $6.32. UnitedHealth on Friday also raised its full-year outlook. UnitedHealth rose 2.64%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/DG\">Dollar General </a> said its former chief executive, Todd Vasos, will be coming out of retirement to lead the discount retailer. He previously led the company from June 2015 through November 2022, when he handed over the reins to Jeff Owen, who has stepped down. Dollar General also narrowed its fiscal-year sales growth forecast to a range of 1.5% to 2.5%, compared with a previous range of 1.3% to 3.3%. The stock rose 9.16% and was the best performer in the S&amp;P 500.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/PGR\">Progressive</a> jumped 8.13% after the insurance company reported better-than-expected third-quarter earnings and said net premiums written jumped 20% from a year earlier to $15.59 billion.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>‘s $75 billion acquisition of <a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard </a> has been approved by regulators in the U.K., clearing the closure of the deal. The U.K.’s Competition and Markets Authority said Friday that its concerns over the threat to competition posed by the deal were resolved by Microsoft ‘s transfer of cloud-streaming rights for Activision’s videogames to France’s Ubisoft. Microsoft fell 1% and Activision slipped less than 0.1%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/SGH\">Smart Global Holdings </a>, the computing and memory company, said fiscal fourth-quarter sales declined 12.6% to $316.7 million, missing analysts’ forecast of $375 million. The company said it expects sales from continuing operations in its fiscal first quarter of $275 million plus or minus $25 million. Shares of Smart Global sank 44%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NFLX\">Netflix </a> fell 1.53% to after Wolfe analyst Peter Supino downgraded shares of the streaming company to Peer Perform from Outperform and removed his $500 price target on the stock.</p><h2 id=\"id_2336334682\">Market News</h2><h3 id=\"id_3013873246\">AMC Stock Drops 13% As Taylor Swift Movie Hits AMC</h3><p>Taylor Swift’s wildly popular &#34;Eras&#34; tour is now officially showing in AMC theaters and others in the form of a concert movie, bringing speculation about how the &#34;Taylor Swift effect&#34; could play out for the Kansas-based movie theater operator.</p><p>AMC shares dropped 13% on Friday.</p><h3 id=\"id_3354468643\">Flying Drone Taxi Maker Ehang Receives Another Regulatory Green Light in China</h3><p>Chinese drone maker <a href=\"https://laohu8.com/S/EH\">EHang Holdings</a> gained safety approval certification from China&#39;s aviation authority, bringing its unmanned passenger copters one step closer to commercial use, the Guangzhou-based company announced on Friday.</p><p>The &#39;type certification&#39; from the Civil Aviation Administration of China (CAAC) is for EHang&#39;s 216-S model, a 16-rotor drone that can carry two passengers at speeds of 130 kilometres an hour at a max range of 30 kilometres.</p><h3 id=\"id_820828044\">Sigma Labs Soars After Definitive Agreement to Acquire NextTrip</h3><p>Shares of <a href=\"https://laohu8.com/S/SASI\">Sigma Additive Solutions</a> leaped after it signed a definitive agreement for its NextTrip deal. The company had announced the deal over a month ago. The firm added NextTrip has an implied enterprise valuation of ~$50M.</p><p>If all business milestones are achieved, NextTrip will receive a total of six million shares of SASI&#39;s common stock.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195018807","content_text":"The S&P 500 and the Nasdaq closed lower on Friday as deteriorating consumer sentiment data and the Middle East conflict soured investors on riskier bets and overshadowed upbeat quarterly earnings from some of the largest U.S. banks.Market SnapshotThe Dow Jones Industrial Average rose 39.15 points, or 0.12%, to 33,670.29, the S&P 500 lost 21.83 points, or 0.50%, to 4,327.78 and the Nasdaq Composite dropped 166.99 points, or 1.23%, to 13,407.23.Market MoversJPMorgan Chase posted third-quarter earnings of $4.33 a share, beating analysts’ estimates of $3.95, and rising from year-earlier profit of $3.12 a share. The bank benefited from a continued surge in net interest income and its acquisition of First Republic Bank. JPMorgan shares rose 1.5%.Wells Fargo  posted quarterly earnings of $1.48 a share, easily topping estimates of $1.24. Revenue rose to $20.86 billion from $19.6 billion. The stock gained 3.1%.Citigroup  reported third-quarter earnings on Friday of $1.63 a share, better than analysts’ expectations of $1.23 a share. Shares of the bank fell 0.24%.BlackRock  posted quarterly earnings that beat expectations. The world’s largest money manager recorded $3 billion of quarterly net inflows. Net outflows were $49 billion, stemming from lower-fee index equity strategies and $19 billion from a single international client, the company said. Assets under management rose by $1.1 trillion from a year earlier. Shares sank 1.34%.UnitedHealth , the managed care company, earned an adjusted $6.56 a share in the third quarter, beating analysts’ estimates of $6.32. UnitedHealth on Friday also raised its full-year outlook. UnitedHealth rose 2.64%.Dollar General  said its former chief executive, Todd Vasos, will be coming out of retirement to lead the discount retailer. He previously led the company from June 2015 through November 2022, when he handed over the reins to Jeff Owen, who has stepped down. Dollar General also narrowed its fiscal-year sales growth forecast to a range of 1.5% to 2.5%, compared with a previous range of 1.3% to 3.3%. The stock rose 9.16% and was the best performer in the S&P 500.Progressive jumped 8.13% after the insurance company reported better-than-expected third-quarter earnings and said net premiums written jumped 20% from a year earlier to $15.59 billion.Microsoft‘s $75 billion acquisition of Activision Blizzard  has been approved by regulators in the U.K., clearing the closure of the deal. The U.K.’s Competition and Markets Authority said Friday that its concerns over the threat to competition posed by the deal were resolved by Microsoft ‘s transfer of cloud-streaming rights for Activision’s videogames to France’s Ubisoft. Microsoft fell 1% and Activision slipped less than 0.1%.Smart Global Holdings , the computing and memory company, said fiscal fourth-quarter sales declined 12.6% to $316.7 million, missing analysts’ forecast of $375 million. The company said it expects sales from continuing operations in its fiscal first quarter of $275 million plus or minus $25 million. Shares of Smart Global sank 44%.Netflix  fell 1.53% to after Wolfe analyst Peter Supino downgraded shares of the streaming company to Peer Perform from Outperform and removed his $500 price target on the stock.Market NewsAMC Stock Drops 13% As Taylor Swift Movie Hits AMCTaylor Swift’s wildly popular \"Eras\" tour is now officially showing in AMC theaters and others in the form of a concert movie, bringing speculation about how the \"Taylor Swift effect\" could play out for the Kansas-based movie theater operator.AMC shares dropped 13% on Friday.Flying Drone Taxi Maker Ehang Receives Another Regulatory Green Light in ChinaChinese drone maker EHang Holdings gained safety approval certification from China's aviation authority, bringing its unmanned passenger copters one step closer to commercial use, the Guangzhou-based company announced on Friday.The 'type certification' from the Civil Aviation Administration of China (CAAC) is for EHang's 216-S model, a 16-rotor drone that can carry two passengers at speeds of 130 kilometres an hour at a max range of 30 kilometres.Sigma Labs Soars After Definitive Agreement to Acquire NextTripShares of Sigma Additive Solutions leaped after it signed a definitive agreement for its NextTrip deal. The company had announced the deal over a month ago. The firm added NextTrip has an implied enterprise valuation of ~$50M.If all business milestones are achieved, NextTrip will receive a total of six million shares of SASI's common stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230186985218096,"gmtCreate":1697240114580,"gmtModify":1697240118422,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Noted.","listText":"Noted.","text":"Noted.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230186985218096","repostId":"1150459361","repostType":4,"repost":{"id":"1150459361","kind":"news","pubTimestamp":1697168995,"share":"https://ttm.financial/m/news/1150459361?lang=&edition=fundamental","pubTime":"2023-10-13 11:49","market":"us","language":"en","title":"OpenAI's Revenue Skyrockets to $1.3 Billion Annualized Rate","url":"https://stock-news.laohu8.com/highlight/detail?id=1150459361","media":"Maginative","summary":"OpenAI, the company behind the viral conversational AI ChatGPT, is experiencing explosive revenue growth. The Information reports that CEO Sam Altman told the staff this week that OpenAI's revenue is ","content":"<html><head></head><body><p>OpenAI, the company behind the viral conversational AI ChatGPT, is experiencing explosive revenue growth. The Information reports that CEO Sam Altman told the staff this week that OpenAI&#39;s revenue is now crossing $1.3 billion on an annualized basis. This means the company is generating over $100 million per month—a 30% increase from just this past summer.</p><p style=\"text-align: start;\">Since the launch of a paid version of ChatGPT in February, OpenAI&#39;s financial growth has been nothing short of meteoric. Additionally, in August, the company announced the launch of ChatGPT Enterprise, a commercial version of its popular conversational AI chatbot aimed at business users.</p><p style=\"text-align: start;\">For comparison, OpenAI&#39;s total revenue for all of 2022 was just $28 million. The launch of ChatGPT has turbocharged OpenAI&#39;s business, positioning it as a bellwether for demand for generative AI.</p><p>To contextualize OpenAI&#39;s revenue further, consider one of its closest competitors, AI startup Anthropic. Last week, reports emerged that Anthropic is seeking to raise $2 billion more at a valuation of $20 to $30 billion. However, the company has reached only $100 million in annualized revenue—about $8 million monthly.</p><p style=\"text-align: start;\">This puts Anthropic&#39;s current revenue at less than 1% of OpenAI&#39;s staggering $1.3 billion run rate. While both companies offer comparative products, the market success of ChatGPT has propelled OpenAI far ahead for now.</p><p style=\"text-align: start;\">ChatGPT has become the poster child to showcase how large language models are transitioning from research projects to practical tools. Although not perfect, conversational AI assistants like ChatGPT can write code, search the internet, and summarize documents.</p><p style=\"text-align: start;\">OpenAI CEO Sam Altman has referred to LLMs as the next software &#34;operating system&#34; due to their versatility. The technology still faces challenges with accuracy and present bias, but its capabilities make it highly sought after.</p><p style=\"text-align: start;\">Major enterprises like Microsoft, Stripe, Volvo, and IKEA are already using OpenAI&#39;s premium LLM product GPT-4. Next month, OpenAI plans to announce upgrades to ChatGPT and other performance improvements at its first developer event.</p><p style=\"text-align: start;\">The significant upswing in revenue will likely drive up OpenAI&#39;s private valuation in an upcoming tender offer. The Wall Street Journal reported that the company&#39;s total valuation might soon be pegged at an impressive $80 - $90 billion.</p><p style=\"text-align: start;\">For now, OpenAI seems poised to maintain momentum despite emerging competition from Google and Anthropic. But sustaining growth long-term could require solving the high computing costs of developing and running LLMs.</p><p style=\"text-align: start;\">Nonetheless, for a company that generated just $28 million last year, OpenAI&#39;s explosion to a $1.3 billion revenue run rate in mere months is a dramatic success story. The startup&#39;s continued growth underscores the disruptive potential of large language models.</p></body></html>","source":"lsy1697165573594","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>OpenAI's Revenue Skyrockets to $1.3 Billion Annualized Rate</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\">\nOpenAI's Revenue Skyrockets to $1.3 Billion Annualized Rate\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-13 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.maginative.com/article/openais-revenue-skyrockets-to-1-3-billion-annual-rate/><strong>Maginative</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>OpenAI, the company behind the viral conversational AI ChatGPT, is experiencing explosive revenue growth. The Information reports that CEO Sam Altman told the staff this week that OpenAI's revenue is ...</p>\n\n<a href=\"https://www.maginative.com/article/openais-revenue-skyrockets-to-1-3-billion-annual-rate/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.maginative.com/article/openais-revenue-skyrockets-to-1-3-billion-annual-rate/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150459361","content_text":"OpenAI, the company behind the viral conversational AI ChatGPT, is experiencing explosive revenue growth. The Information reports that CEO Sam Altman told the staff this week that OpenAI's revenue is now crossing $1.3 billion on an annualized basis. This means the company is generating over $100 million per month—a 30% increase from just this past summer.Since the launch of a paid version of ChatGPT in February, OpenAI's financial growth has been nothing short of meteoric. Additionally, in August, the company announced the launch of ChatGPT Enterprise, a commercial version of its popular conversational AI chatbot aimed at business users.For comparison, OpenAI's total revenue for all of 2022 was just $28 million. The launch of ChatGPT has turbocharged OpenAI's business, positioning it as a bellwether for demand for generative AI.To contextualize OpenAI's revenue further, consider one of its closest competitors, AI startup Anthropic. Last week, reports emerged that Anthropic is seeking to raise $2 billion more at a valuation of $20 to $30 billion. However, the company has reached only $100 million in annualized revenue—about $8 million monthly.This puts Anthropic's current revenue at less than 1% of OpenAI's staggering $1.3 billion run rate. While both companies offer comparative products, the market success of ChatGPT has propelled OpenAI far ahead for now.ChatGPT has become the poster child to showcase how large language models are transitioning from research projects to practical tools. Although not perfect, conversational AI assistants like ChatGPT can write code, search the internet, and summarize documents.OpenAI CEO Sam Altman has referred to LLMs as the next software \"operating system\" due to their versatility. The technology still faces challenges with accuracy and present bias, but its capabilities make it highly sought after.Major enterprises like Microsoft, Stripe, Volvo, and IKEA are already using OpenAI's premium LLM product GPT-4. Next month, OpenAI plans to announce upgrades to ChatGPT and other performance improvements at its first developer event.The significant upswing in revenue will likely drive up OpenAI's private valuation in an upcoming tender offer. The Wall Street Journal reported that the company's total valuation might soon be pegged at an impressive $80 - $90 billion.For now, OpenAI seems poised to maintain momentum despite emerging competition from Google and Anthropic. But sustaining growth long-term could require solving the high computing costs of developing and running LLMs.Nonetheless, for a company that generated just $28 million last year, OpenAI's explosion to a $1.3 billion revenue run rate in mere months is a dramatic success story. The startup's continued growth underscores the disruptive potential of large language models.","news_type":1},"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230187768209696,"gmtCreate":1697240081864,"gmtModify":1697240085827,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Well done.","listText":"Well done.","text":"Well done.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230187768209696","repostId":"2375210995","repostType":4,"repost":{"id":"2375210995","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":1697177535,"share":"https://ttm.financial/m/news/2375210995?lang=&edition=fundamental","pubTime":"2023-10-13 14:12","market":"us","language":"en","title":"UK Antitrust Regulator Clears Microsoft's Acquisition of Activision","url":"https://stock-news.laohu8.com/highlight/detail?id=2375210995","media":"Reuters","summary":"Britain's antitrust regulator on Friday cleared Microsoft's acquisition of \"Call of Duty\" maker Activision Blizzard after the restructured deal substantially addressed its earlier concerns.Activision ","content":"<html><head></head><body><p style=\"text-align: start;\">Britain&#39;s antitrust regulator on Friday cleared Microsoft&#39;s acquisition of &#34;Call of Duty&#34; maker Activision Blizzard after the restructured deal substantially addressed its earlier concerns.</p><p style=\"text-align: start;\">Activision had in August agreed to sell its streaming rights to Ubisoft Entertainment, and Microsoft last month offered remedies to ensure the terms of the sale were enforceable by the regulator, soothing some residual concerns.</p><p style=\"text-align: start;\">&#34;The new deal will stop Microsoft from locking up competition in cloud gaming as this market takes off, preserving competitive prices and services for UK cloud gaming customers,&#34; the UK&#39;s Competition and Markets Authority (CMA) said in a statement.</p><p style=\"text-align: start;\">Microsoft announced the biggest gaming deal in history in early 2022, but the $69 billion acquisition was blocked in April by Britain&#39;s competition regulator, which was concerned the U.S. computing giant would gain too much control of the nascent cloud gaming market.</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>UK Antitrust Regulator Clears Microsoft's Acquisition of Activision</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\">\nUK Antitrust Regulator Clears Microsoft's Acquisition of Activision\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\">2023-10-13 14:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Britain&#39;s antitrust regulator on Friday cleared Microsoft&#39;s acquisition of &#34;Call of Duty&#34; maker Activision Blizzard after the restructured deal substantially addressed its earlier concerns.</p><p style=\"text-align: start;\">Activision had in August agreed to sell its streaming rights to Ubisoft Entertainment, and Microsoft last month offered remedies to ensure the terms of the sale were enforceable by the regulator, soothing some residual concerns.</p><p style=\"text-align: start;\">&#34;The new deal will stop Microsoft from locking up competition in cloud gaming as this market takes off, preserving competitive prices and services for UK cloud gaming customers,&#34; the UK&#39;s Competition and Markets Authority (CMA) said in a statement.</p><p style=\"text-align: start;\">Microsoft announced the biggest gaming deal in history in early 2022, but the $69 billion acquisition was blocked in April by Britain&#39;s competition regulator, which was concerned the U.S. computing giant would gain too much control of the nascent cloud gaming market.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪","MSFT":"微软"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2375210995","content_text":"Britain's antitrust regulator on Friday cleared Microsoft's acquisition of \"Call of Duty\" maker Activision Blizzard after the restructured deal substantially addressed its earlier concerns.Activision had in August agreed to sell its streaming rights to Ubisoft Entertainment, and Microsoft last month offered remedies to ensure the terms of the sale were enforceable by the regulator, soothing some residual concerns.\"The new deal will stop Microsoft from locking up competition in cloud gaming as this market takes off, preserving competitive prices and services for UK cloud gaming customers,\" the UK's Competition and Markets Authority (CMA) said in a statement.Microsoft announced the biggest gaming deal in history in early 2022, but the $69 billion acquisition was blocked in April by Britain's competition regulator, which was concerned the U.S. computing giant would gain too much control of the nascent cloud gaming market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230193081483304,"gmtCreate":1697240051978,"gmtModify":1697240055250,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Noted.","listText":"Noted.","text":"Noted.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230193081483304","repostId":"2375958210","repostType":4,"repost":{"id":"2375958210","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":1697181488,"share":"https://ttm.financial/m/news/2375958210?lang=&edition=fundamental","pubTime":"2023-10-13 15:18","market":"us","language":"en","title":"Tesla Is Reporting Earnings Next Week, and It's All About Margins","url":"https://stock-news.laohu8.com/highlight/detail?id=2375958210","media":"Dow Jones","summary":"Many investors wonder 'if Tesla can grow earnings at all'. Tesla Inc. is slated to report third-quarter earnings on Wednesday amid renewed concerns about the EV maker's margins and demand after a fresh round of price cuts.Sentiment toward Tesla  earnings for the remainder of the year \"skews cautious,\" and there's risk earnings could be revised lower, Morgan Stanley analyst Adam Jonas said in a note Thursday.Moreover, many investors \"are wondering if Tesla can grow earnings at all\" in the next year, with the year ahead seen as \"volatile,\" said Jonas, who added he recently hosted a group of Tesla investors to discuss their expectations for the company.There was also \"very little enthusiasm\" about Tesla's next model, the Cybertruck, among the investors, Jonas said.Operational margins are at the heart of a key investment debate surrounding Tesla,  and whether it is a car company or a tech company, Munster said.Gross margins are likely to drop again in the third quarter, but are likely to r","content":"<html><head></head><body><p>Many investors wonder &#39;if Tesla can grow earnings at all&#39;</p><p>Tesla Inc. is slated to report third-quarter earnings on Wednesday amid renewed concerns about the EV maker&#39;s margins and demand after a fresh round of price cuts.</p><p>Sentiment toward Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> earnings for the remainder of the year &#34;skews cautious,&#34; and there&#39;s risk earnings could be revised lower, Morgan Stanley analyst Adam Jonas said in a note Thursday.</p><p>Moreover, many investors &#34;are wondering if Tesla can grow earnings at all&#34; in the next year, with the year ahead seen as &#34;volatile,&#34; said Jonas, who added he recently hosted a group of Tesla investors to discuss their expectations for the company.</p><p>There was also &#34;very little enthusiasm&#34; about Tesla&#39;s next model, the Cybertruck, among the investors, Jonas said.</p><p>&#34;Teething issues&#34; with the unconventionally styled electric pickup truck are &#34;seen as perpetuating Tesla&#39;s relatively stale model lineup,&#34; with its only recourse being price cuts.</p><p>Analysts polled by FactSet expect Tesla to report adjusted earnings of 73 cents a share on sales of $24.3 billion. That would compare with adjusted earnings of $1.05 a share on sales of $21.5 billion, which Tesla reported in the third quarter of 2022.</p><p>The price cuts, the latest of which were announced last week, rehashed investors&#39; worry about the company&#39;s margins.</p><p>Tesla&#39;s third-quarter earnings report is &#34;all about margins,&#34; Gene Munster of Deepwater Asset Management said in a recent note.</p><p>Operational margins are at the heart of a key investment debate surrounding Tesla, and whether it is a car company or a tech company, Munster said.</p><p>Even more importantly, however, Tesla&#39;s gross margins on vehicles have been falling for the past three quarters, to 18.1% in the June quarter from 24.3% in the December quarter, which is tied to the price cuts.</p><p>Gross margins are likely to drop again in the third quarter, but are likely to recover in the fourth quarter, Munster said.</p><p>Joseph Spak at UBS recently reduced his profit expectations for Tesla for the next couple of years, seeing &#34;downside risk&#34; to the estimates. &#34;We forecast ... a moderate EPS miss at [Tesla],&#34; he said</p><p>Tesla earlier this month reported third-quarter deliveries, its proxy for sales, that were below expectations.</p><p>Given the &#34;more limited [third-quarter] de-stocking, recent U.S. price cuts and the current valuation,&#34; reaction to Tesla&#39;s third-quarter earnings are likely to be similar to &#34;neutral to slightly negative&#34; reaction to the company&#39;s second-quarter results, Citi analyst Itay Michaeli said.</p><p>Tesla shares have gained 114% so far this year, compared with gains of around 14% for the S&amp;P 500 index SPX.</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>Tesla Is Reporting Earnings Next Week, and It's All About Margins</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is Reporting Earnings Next Week, and It's All About Margins\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-10-13 15:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Many investors wonder &#39;if Tesla can grow earnings at all&#39;</p><p>Tesla Inc. is slated to report third-quarter earnings on Wednesday amid renewed concerns about the EV maker&#39;s margins and demand after a fresh round of price cuts.</p><p>Sentiment toward Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> earnings for the remainder of the year &#34;skews cautious,&#34; and there&#39;s risk earnings could be revised lower, Morgan Stanley analyst Adam Jonas said in a note Thursday.</p><p>Moreover, many investors &#34;are wondering if Tesla can grow earnings at all&#34; in the next year, with the year ahead seen as &#34;volatile,&#34; said Jonas, who added he recently hosted a group of Tesla investors to discuss their expectations for the company.</p><p>There was also &#34;very little enthusiasm&#34; about Tesla&#39;s next model, the Cybertruck, among the investors, Jonas said.</p><p>&#34;Teething issues&#34; with the unconventionally styled electric pickup truck are &#34;seen as perpetuating Tesla&#39;s relatively stale model lineup,&#34; with its only recourse being price cuts.</p><p>Analysts polled by FactSet expect Tesla to report adjusted earnings of 73 cents a share on sales of $24.3 billion. That would compare with adjusted earnings of $1.05 a share on sales of $21.5 billion, which Tesla reported in the third quarter of 2022.</p><p>The price cuts, the latest of which were announced last week, rehashed investors&#39; worry about the company&#39;s margins.</p><p>Tesla&#39;s third-quarter earnings report is &#34;all about margins,&#34; Gene Munster of Deepwater Asset Management said in a recent note.</p><p>Operational margins are at the heart of a key investment debate surrounding Tesla, and whether it is a car company or a tech company, Munster said.</p><p>Even more importantly, however, Tesla&#39;s gross margins on vehicles have been falling for the past three quarters, to 18.1% in the June quarter from 24.3% in the December quarter, which is tied to the price cuts.</p><p>Gross margins are likely to drop again in the third quarter, but are likely to recover in the fourth quarter, Munster said.</p><p>Joseph Spak at UBS recently reduced his profit expectations for Tesla for the next couple of years, seeing &#34;downside risk&#34; to the estimates. &#34;We forecast ... a moderate EPS miss at [Tesla],&#34; he said</p><p>Tesla earlier this month reported third-quarter deliveries, its proxy for sales, that were below expectations.</p><p>Given the &#34;more limited [third-quarter] de-stocking, recent U.S. price cuts and the current valuation,&#34; reaction to Tesla&#39;s third-quarter earnings are likely to be similar to &#34;neutral to slightly negative&#34; reaction to the company&#39;s second-quarter results, Citi analyst Itay Michaeli said.</p><p>Tesla shares have gained 114% so far this year, compared with gains of around 14% for the S&amp;P 500 index SPX.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2375958210","content_text":"Many investors wonder 'if Tesla can grow earnings at all'Tesla Inc. is slated to report third-quarter earnings on Wednesday amid renewed concerns about the EV maker's margins and demand after a fresh round of price cuts.Sentiment toward Tesla $(TSLA)$ earnings for the remainder of the year \"skews cautious,\" and there's risk earnings could be revised lower, Morgan Stanley analyst Adam Jonas said in a note Thursday.Moreover, many investors \"are wondering if Tesla can grow earnings at all\" in the next year, with the year ahead seen as \"volatile,\" said Jonas, who added he recently hosted a group of Tesla investors to discuss their expectations for the company.There was also \"very little enthusiasm\" about Tesla's next model, the Cybertruck, among the investors, Jonas said.\"Teething issues\" with the unconventionally styled electric pickup truck are \"seen as perpetuating Tesla's relatively stale model lineup,\" with its only recourse being price cuts.Analysts polled by FactSet expect Tesla to report adjusted earnings of 73 cents a share on sales of $24.3 billion. That would compare with adjusted earnings of $1.05 a share on sales of $21.5 billion, which Tesla reported in the third quarter of 2022.The price cuts, the latest of which were announced last week, rehashed investors' worry about the company's margins.Tesla's third-quarter earnings report is \"all about margins,\" Gene Munster of Deepwater Asset Management said in a recent note.Operational margins are at the heart of a key investment debate surrounding Tesla, and whether it is a car company or a tech company, Munster said.Even more importantly, however, Tesla's gross margins on vehicles have been falling for the past three quarters, to 18.1% in the June quarter from 24.3% in the December quarter, which is tied to the price cuts.Gross margins are likely to drop again in the third quarter, but are likely to recover in the fourth quarter, Munster said.Joseph Spak at UBS recently reduced his profit expectations for Tesla for the next couple of years, seeing \"downside risk\" to the estimates. \"We forecast ... a moderate EPS miss at [Tesla],\" he saidTesla earlier this month reported third-quarter deliveries, its proxy for sales, that were below expectations.Given the \"more limited [third-quarter] de-stocking, recent U.S. price cuts and the current valuation,\" reaction to Tesla's third-quarter earnings are likely to be similar to \"neutral to slightly negative\" reaction to the company's second-quarter results, Citi analyst Itay Michaeli said.Tesla shares have gained 114% so far this year, compared with gains of around 14% for the S&P 500 index SPX.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230187286130776,"gmtCreate":1697240032882,"gmtModify":1697240035938,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Noted.","listText":"Noted.","text":"Noted.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230187286130776","repostId":"2375925958","repostType":4,"repost":{"id":"2375925958","kind":"highlight","pubTimestamp":1697186286,"share":"https://ttm.financial/m/news/2375925958?lang=&edition=fundamental","pubTime":"2023-10-13 16:38","market":"us","language":"en","title":"Banks Q3 Earnings Preview: Expect NIM Pressure, Elevated Charge-Offs","url":"https://stock-news.laohu8.com/highlight/detail?id=2375925958","media":"Seeking Alpha","summary":"Three big Wall Street banks are set to report Q3 earnings on Friday, giving investors a window into how the sector is dealing with elevated interest rates and continued muted capital markets activity.","content":"<html><head></head><body><p>Three big Wall Street banks are set to report Q3 earnings on Friday, giving investors a window into how the sector is dealing with elevated interest rates and continued muted capital markets activity.</p><p>JPMorgan Chase (NYSE:JPM), Citigroup (NYSE:C), and Wells Fargo (NYSE:WFC) post on Friday. Bank of America (NYSE:BAC) and Goldman Sachs (NYSE:GS) report on Tuesday, and Morgan Stanley (NYSE:MS) rounds out the lot on Wednesday.</p><p>Morgan Stanley analyst Betsy Graseck is expecting &#34;weakish&#34; bank performance in Q3 earnings. Investors have been more optimistic about banks since the most recent industry conference and that raises the bar for bank earnings.</p><p>&#34;We don&#39;t think the group clears it,&#34; Graseck wrote in a note to clients. &#34;Expect NIMs (net interest margins) under pressure for longer, not much expense flex until at least January, and weak loan growth.&#34;</p><p><strong>Focus on charge-offs</strong>: Net charge-offs are expected to portray another weak spot as delinquencies return to higher, and more normal levels, after interest rates have climbed steeply in the past year. The four biggest U.S. banks are expected to see their net charge-offs — the amount they write down for bad debt — jump to $5.3B in Q3, Bloomberg estimated. That&#39;s the highest for JPMorgan Chase (JPM), Citigroup (C), Wells Fargo (WFC), and Bank of America (BAC), combined, since Q2 2020.</p><p>Graseck is the most optimistic about Wells Fargo (WFC) and JPMorgan Chase (JPM) and least optimistic about Goldman Sachs (GS). For WFC, she sees higher fees, lower expenses, and lower provisions for loan losses. The Morgan Stanley analysts&#39; Q3 EPS estimate for the bank is 6% above the Wall Street consensus.</p><p><strong>Bullish on JPMorgan: </strong>Her EPS estimate for JPM is 3% above the consensus estimate due to higher fee income and &#34;slightly higher&#34; net interest income. &#34;One of the main reasons we&#39;re bullish into earnings is we still think JPM is more asset sensitive than the Street expects, which could come through in improved guidance,&#34; she said.</p><p>Graseck expects Goldman&#39;s (GS) Q3 EPS to come in 31% below the Street estimate on lower trading revenue, lower investment-banking revenue, and another quarter of asset management markdowns.</p><p>The market is focused on three headwinds for large banks: the trajectory for NII in 2024, the impact of the Basel III endgame, and potential downside from credit and reserve increases, said Goldman Sachs analyst Richard Ramsden in his note on Q3 bank earnings.</p><p>He expects big banks&#39; results to start showing a recovery in capital markets activity, &#34;which could be a source of upside for 2024.&#34; With the rising interest rates, Q3 NIMs are expected to drop 6 basis points from Q2 due to higher deposit costs, he added.</p><p>As for the proposed Basel III endgame rules, &#34;We think the focus will now shift to whether banks will curtail capital returns/balance sheet growth,&#34; he said. He has reduced his stock buyback estimates for 2024 and 2025.</p><p><strong>Top picks have de-risked:</strong> Ramsden&#39;s top picks are JPMorgan (JPM) and Wells Fargo (WFC), &#34;as we believe that they have de-risked their NIM guides more than peers and thus we see less risk of guidance downgrades from higher deposit costs.&#34; In addition, JPM may reap more revenue synergies from its First Republic deal than originally expected, he said.</p><p>Wells Fargo (WFC), meanwhile, should see improving margin trends due to greater operating leverage heading into 2024 given its elevated expense base, Ramsden noted.</p><p>UBS analyst Brennan Hawken recently downgraded Morgan Stanley (MS) to Neutral from Buy, citing headwinds of deposit sorting/yield seeking, competition for talent, and a still challenging revenue environment.</p><p><strong>Another vote for JPMorgan: </strong>CFRA analyst Kenneth Leon thinks that JPMorgan (JPM) and Morgan Stanley (MS) have the best chance of turning in better-than-expected performance in Q3 and a &#34;more promising outlook for Q4 2023.&#34; That will be more challenging for Bank of America (BAC), he added. Meanwhile, Citigroup (C) is working through a multiyear restructuring. Goldman Sachs (GS) too will get attention as it divests non-core businesses (such as Greensky) and will &#34;convey confidence on growing its core franchise,&#34; Leon said.</p><p>When it comes to their track records in beating the EPS consensus, Wells Fargo (WFC) has topped the EPS consensus in each of the last 12 quarters. Bank of America (BAC) and Morgan Stanley (MS) have each missed the EPS consensus only once, JPMorgan (JPM) twice; and Goldman Sachs (GS) and Citigroup (C) three times.</p><h2 id=\"id_650095763\">Earnings Calendar:</h2><ul style=\"\"><li><p><strong>Friday, Oct. 13:</strong> BlackRock (BLK), Citigroup (C), JPMorgan Chase (JPM), PNC Financial (PNC), Wells Fargo (WFC).</p></li><li><p>Monday, Oct. 16: Charles Schwab (SCHW), HDFC Bank (HDB)</p></li><li><p><strong>Tuesday, Oct. 17</strong>: Bank of America (BAC), Bank of New York Mellon (BK), Goldman Sachs (GS).</p></li><li><p><strong>Wednesday, Oct. 18:</strong> (premarket) Ally Financial (ALLY), <a href=\"https://laohu8.com/S/CFG\">Citizens Financial Group</a> (CFG), Commerce Bancshares (CBSH), M&amp;T Bank (MTB), Morgan Stanley (MS), Northern Trust (NTRS), State Street (STT); (after-hours) Discover Financial (DFS), First Horizon (FHN)</p></li><li><p><strong>Thursday, Oct. 19: </strong>(premarket) Truist Financial (TFC), <a href=\"https://laohu8.com/S/FITBO\">Fifth Third Bancorp</a> (FITB), <a href=\"https://laohu8.com/S/KEY\">KeyCorp</a> (KEY), Webster Financial (WBS); (after-hours) Bank OZK (OZK)</p></li><li><p><strong>Friday, Oct. 20: </strong>American Express (AXP), Regions Financial (RF), Huntington Bancorporation (HBAN), Comerica (CMA).</p></li><li><p><strong>Tuesday, Oct. 24:</strong> (premarket) <a href=\"https://laohu8.com/S/ONB\">Old National Bancorp</a> (ONB) (after-hours) <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a> (SYF)</p></li><li><p><strong>Thursday, Oct. 26:</strong> (premarket) First Citizens BancShares (FCNCA), New York Community Bancorp (NYCB), <a href=\"https://laohu8.com/S/BPOPN\">Popular</a> (BPOP), Valley National (VLY); (after-hours) Capital One Financial (COF), SouthState (SSB)</p></li><li><p><strong>Friday, Oct. 27:</strong> (premarket) <a href=\"https://laohu8.com/S/NWG\">NatWest Group</a> (NWG), Nomura Holdings (NMR), Woori Financial Group (WF); (after-hours) Credit Acceptance (CACC)</p></li><li><p><strong>Monday, Oct. 30:</strong> (premarket) HSBC (HSBC) (after-hours) Banco de Chile (BCH), SoFi Technologies (SOFI)</p></li></ul></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>Banks Q3 Earnings Preview: Expect NIM Pressure, Elevated Charge-Offs</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\">\nBanks Q3 Earnings Preview: Expect NIM Pressure, Elevated Charge-Offs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-13 16:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4019452-bank-q3-earnings-preview-nim-pressure-charge-offs><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Three big Wall Street banks are set to report Q3 earnings on Friday, giving investors a window into how the sector is dealing with elevated interest rates and continued muted capital markets activity....</p>\n\n<a href=\"https://seekingalpha.com/news/4019452-bank-q3-earnings-preview-nim-pressure-charge-offs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WFC":"富国银行","GS":"高盛","C":"花旗","MS":"摩根士丹利","BAC":"美国银行","JPM":"摩根大通"},"source_url":"https://seekingalpha.com/news/4019452-bank-q3-earnings-preview-nim-pressure-charge-offs","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2375925958","content_text":"Three big Wall Street banks are set to report Q3 earnings on Friday, giving investors a window into how the sector is dealing with elevated interest rates and continued muted capital markets activity.JPMorgan Chase (NYSE:JPM), Citigroup (NYSE:C), and Wells Fargo (NYSE:WFC) post on Friday. Bank of America (NYSE:BAC) and Goldman Sachs (NYSE:GS) report on Tuesday, and Morgan Stanley (NYSE:MS) rounds out the lot on Wednesday.Morgan Stanley analyst Betsy Graseck is expecting \"weakish\" bank performance in Q3 earnings. Investors have been more optimistic about banks since the most recent industry conference and that raises the bar for bank earnings.\"We don't think the group clears it,\" Graseck wrote in a note to clients. \"Expect NIMs (net interest margins) under pressure for longer, not much expense flex until at least January, and weak loan growth.\"Focus on charge-offs: Net charge-offs are expected to portray another weak spot as delinquencies return to higher, and more normal levels, after interest rates have climbed steeply in the past year. The four biggest U.S. banks are expected to see their net charge-offs — the amount they write down for bad debt — jump to $5.3B in Q3, Bloomberg estimated. That's the highest for JPMorgan Chase (JPM), Citigroup (C), Wells Fargo (WFC), and Bank of America (BAC), combined, since Q2 2020.Graseck is the most optimistic about Wells Fargo (WFC) and JPMorgan Chase (JPM) and least optimistic about Goldman Sachs (GS). For WFC, she sees higher fees, lower expenses, and lower provisions for loan losses. The Morgan Stanley analysts' Q3 EPS estimate for the bank is 6% above the Wall Street consensus.Bullish on JPMorgan: Her EPS estimate for JPM is 3% above the consensus estimate due to higher fee income and \"slightly higher\" net interest income. \"One of the main reasons we're bullish into earnings is we still think JPM is more asset sensitive than the Street expects, which could come through in improved guidance,\" she said.Graseck expects Goldman's (GS) Q3 EPS to come in 31% below the Street estimate on lower trading revenue, lower investment-banking revenue, and another quarter of asset management markdowns.The market is focused on three headwinds for large banks: the trajectory for NII in 2024, the impact of the Basel III endgame, and potential downside from credit and reserve increases, said Goldman Sachs analyst Richard Ramsden in his note on Q3 bank earnings.He expects big banks' results to start showing a recovery in capital markets activity, \"which could be a source of upside for 2024.\" With the rising interest rates, Q3 NIMs are expected to drop 6 basis points from Q2 due to higher deposit costs, he added.As for the proposed Basel III endgame rules, \"We think the focus will now shift to whether banks will curtail capital returns/balance sheet growth,\" he said. He has reduced his stock buyback estimates for 2024 and 2025.Top picks have de-risked: Ramsden's top picks are JPMorgan (JPM) and Wells Fargo (WFC), \"as we believe that they have de-risked their NIM guides more than peers and thus we see less risk of guidance downgrades from higher deposit costs.\" In addition, JPM may reap more revenue synergies from its First Republic deal than originally expected, he said.Wells Fargo (WFC), meanwhile, should see improving margin trends due to greater operating leverage heading into 2024 given its elevated expense base, Ramsden noted.UBS analyst Brennan Hawken recently downgraded Morgan Stanley (MS) to Neutral from Buy, citing headwinds of deposit sorting/yield seeking, competition for talent, and a still challenging revenue environment.Another vote for JPMorgan: CFRA analyst Kenneth Leon thinks that JPMorgan (JPM) and Morgan Stanley (MS) have the best chance of turning in better-than-expected performance in Q3 and a \"more promising outlook for Q4 2023.\" That will be more challenging for Bank of America (BAC), he added. Meanwhile, Citigroup (C) is working through a multiyear restructuring. Goldman Sachs (GS) too will get attention as it divests non-core businesses (such as Greensky) and will \"convey confidence on growing its core franchise,\" Leon said.When it comes to their track records in beating the EPS consensus, Wells Fargo (WFC) has topped the EPS consensus in each of the last 12 quarters. Bank of America (BAC) and Morgan Stanley (MS) have each missed the EPS consensus only once, JPMorgan (JPM) twice; and Goldman Sachs (GS) and Citigroup (C) three times.Earnings Calendar:Friday, Oct. 13: BlackRock (BLK), Citigroup (C), JPMorgan Chase (JPM), PNC Financial (PNC), Wells Fargo (WFC).Monday, Oct. 16: Charles Schwab (SCHW), HDFC Bank (HDB)Tuesday, Oct. 17: Bank of America (BAC), Bank of New York Mellon (BK), Goldman Sachs (GS).Wednesday, Oct. 18: (premarket) Ally Financial (ALLY), Citizens Financial Group (CFG), Commerce Bancshares (CBSH), M&T Bank (MTB), Morgan Stanley (MS), Northern Trust (NTRS), State Street (STT); (after-hours) Discover Financial (DFS), First Horizon (FHN)Thursday, Oct. 19: (premarket) Truist Financial (TFC), Fifth Third Bancorp (FITB), KeyCorp (KEY), Webster Financial (WBS); (after-hours) Bank OZK (OZK)Friday, Oct. 20: American Express (AXP), Regions Financial (RF), Huntington Bancorporation (HBAN), Comerica (CMA).Tuesday, Oct. 24: (premarket) Old National Bancorp (ONB) (after-hours) Synchrony Financial (SYF)Thursday, Oct. 26: (premarket) First Citizens BancShares (FCNCA), New York Community Bancorp (NYCB), Popular (BPOP), Valley National (VLY); (after-hours) Capital One Financial (COF), SouthState (SSB)Friday, Oct. 27: (premarket) NatWest Group (NWG), Nomura Holdings (NMR), Woori Financial Group (WF); (after-hours) Credit Acceptance (CACC)Monday, Oct. 30: (premarket) HSBC (HSBC) (after-hours) Banco de Chile (BCH), SoFi Technologies (SOFI)","news_type":1},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230187357851888,"gmtCreate":1697240007454,"gmtModify":1697240011434,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Ok.","listText":"Ok.","text":"Ok.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230187357851888","repostId":"1127008979","repostType":4,"repost":{"id":"1127008979","kind":"news","weMediaInfo":{"introduction":"Follow us to obtain daily option activities","home_visible":1,"media_name":"Option Movers","id":"1061805220","head_image":"https://tradebrains.in/wp-content/uploads/2020/01/Option-Trading-101-Call-Put-Options-cover.jpg"},"pubTimestamp":1697188248,"share":"https://ttm.financial/m/news/1127008979?lang=&edition=fundamental","pubTime":"2023-10-13 17:10","market":"us","language":"en","title":"Option Movers｜TLT's Volume Surged 76%; JD.com Shows Unusual Activities","url":"https://stock-news.laohu8.com/highlight/detail?id=1127008979","media":"Option Movers","summary":"Market OverviewWall Street's main indexes closed lower on Thursday(Oct 12) after a U.S. Treasury auction sent bond yields higher while investors were already digesting data that showed consumer prices","content":"<html><head></head><body><h2 id=\"id_2144484355\">Market Overview</h2><p>Wall Street&#39;s main indexes closed lower on Thursday(Oct 12) after a U.S. Treasury auction sent bond yields higher while investors were already digesting data that showed consumer prices rose more than anticipated in September.</p><p>Regarding the options market, a total volume of 40,563,775 contracts was traded, up 18% from the previous trading day.</p><h2 id=\"id_3788388947\">Top 10 Option Volumes</h2><p>Top 10: <a href=\"https://laohu8.com/S/SPY\">SPY</a>, <a href=\"https://laohu8.com/S/QQQ\">QQQ</a>, <a href=\"https://laohu8.com/S/TSLA\">TSLA</a>, <a href=\"https://laohu8.com/S/IWM\">IWM</a>, <a href=\"https://laohu8.com/S/NVDA\">NVDA</a>, <a href=\"https://laohu8.com/S/AAPL\">AAPL</a>, <a href=\"https://laohu8.com/S/AMZN\">AMZN</a>,  <a href=\"https://laohu8.com/S/TLT\">iShares 20+ Year Treasury Bond ETF</a>,  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>  </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df7b2cd922122d501691074027fce6ce\" tg-width=\"1179\" tg-height=\"1990\"/></p><p>U.S. benchmark 10-year yields rose after the inflation data and climbed further to hit a session high after the auction. The benchmark yield rose as high as 4.728%, its highest-level since Friday after falling for the last two days.</p><p>There are 776.6K TLT option contracts traded on Thursday, up 76.5% from the previous trading day. Call options account for 72% of overall option trades. Particularly high volume was seen for the $87 strike call option expiring Oct 13, with 52,355 contracts trading.<a href=\"https://ttm.financial/OPT/TLT%2020231013%2087.0%20CALL\" title=\"$TLT 20231013 87.0 CALL$ \" target=\"_blank\">$TLT 20231013 87.0 CALL$ </a></p><h2 id=\"id_3200117219\">Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0310ed196b6e8607f2f2e70b8e6ba067\" tg-width=\"1603\" tg-height=\"331\"/></p><p>JD.com Inc. slumped to a record low in Hong Kong as Wall Street brokerages turned bearish on the stock and rumors swirled that a businessman with the same surname as the company’s chairman had been arrested.</p><p>There are 145,077 JD.com option contracts traded on Thursday, up 270% from the previous trading day. Call options account for 68% of overall option trades. Particularly high volume was seen for the $27 strike put option expiring Oct 13, with 6,919 contracts trading.<a href=\"https://ttm.financial/OPT/JD%2020231013%2027.0%20PUT\" title=\"$JD 20231013 27.0 PUT$ \" target=\"_blank\">$JD 20231013 27.0 PUT$ </a></p><h2 id=\"id_1863794402\">Most Active Equity Options</h2><p><strong>Special %Calls &gt;70%: </strong> <a href=\"https://laohu8.com/S/PLUG\">Plug Power</a>,  <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>,  <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>,  <a href=\"https://laohu8.com/S/CHPT\">ChargePoint Holdings Inc.</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/660380c25c8da5082263c821313e8f8e\" tg-width=\"657\" tg-height=\"232\"/></p><h2 id=\"id_1878914490\">TOP 10 Bullish &amp; Bearish S&amp;P 500</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><strong>Top 10 bullish stocks</strong>: PFE, AMZN, KVUE, GOOG, META, INTC, PHM, AVGO, WBA, MTCH</p><p><strong>Top 10 bearish stocks</strong>: TSLA, AAPL, NVDA, VFC, T, KO, XOM, BA, GOOGL, NFLX</p><p>Based on option delta volume, traders sold a net equivalent of -3,553,298 shares of Tesla stock. The largest bearish delta came from selling calls. The largest delta volume came from the 13-Oct-23 265 Call, with traders getting short 3,650,983 deltas on the single option contract.<a href=\"https://ttm.financial/OPT/TSLA%2020231013%20265.0%20CALL\" title=\"$TSLA 20231013 265.0 CALL$ \" target=\"_blank\">$TSLA 20231013 265.0 CALL$ </a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2028a7bb583ca5204f09eee172c8f1c2\" tg-width=\"810\" tg-height=\"397\"/></p><p>If you are interested in options and you want to:</p><ul style=\"\"><li><p>Share experiences and ideas on options trading.</p></li><li><p>Read options-related market updates/insights.</p></li><li><p>Learn more about options trading if you are a beginner in this field.</p></li></ul><p>Please click to join <a href=\"https://t.me/TigerBrokersOptions\" title=\"Tiger Options Club\" target=\"_blank\" class=\"\">Tiger Options Club</a></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>Option Movers｜TLT's Volume Surged 76%; JD.com Shows Unusual Activities</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\">\nOption Movers｜TLT's Volume Surged 76%; JD.com Shows Unusual Activities\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1061805220\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://tradebrains.in/wp-content/uploads/2020/01/Option-Trading-101-Call-Put-Options-cover.jpg);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Option Movers </p>\n<p class=\"h-time\">2023-10-13 17:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_2144484355\">Market Overview</h2><p>Wall Street&#39;s main indexes closed lower on Thursday(Oct 12) after a U.S. Treasury auction sent bond yields higher while investors were already digesting data that showed consumer prices rose more than anticipated in September.</p><p>Regarding the options market, a total volume of 40,563,775 contracts was traded, up 18% from the previous trading day.</p><h2 id=\"id_3788388947\">Top 10 Option Volumes</h2><p>Top 10: <a href=\"https://laohu8.com/S/SPY\">SPY</a>, <a href=\"https://laohu8.com/S/QQQ\">QQQ</a>, <a href=\"https://laohu8.com/S/TSLA\">TSLA</a>, <a href=\"https://laohu8.com/S/IWM\">IWM</a>, <a href=\"https://laohu8.com/S/NVDA\">NVDA</a>, <a href=\"https://laohu8.com/S/AAPL\">AAPL</a>, <a href=\"https://laohu8.com/S/AMZN\">AMZN</a>,  <a href=\"https://laohu8.com/S/TLT\">iShares 20+ Year Treasury Bond ETF</a>,  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>  </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df7b2cd922122d501691074027fce6ce\" tg-width=\"1179\" tg-height=\"1990\"/></p><p>U.S. benchmark 10-year yields rose after the inflation data and climbed further to hit a session high after the auction. The benchmark yield rose as high as 4.728%, its highest-level since Friday after falling for the last two days.</p><p>There are 776.6K TLT option contracts traded on Thursday, up 76.5% from the previous trading day. Call options account for 72% of overall option trades. Particularly high volume was seen for the $87 strike call option expiring Oct 13, with 52,355 contracts trading.<a href=\"https://ttm.financial/OPT/TLT%2020231013%2087.0%20CALL\" title=\"$TLT 20231013 87.0 CALL$ \" target=\"_blank\">$TLT 20231013 87.0 CALL$ </a></p><h2 id=\"id_3200117219\">Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0310ed196b6e8607f2f2e70b8e6ba067\" tg-width=\"1603\" tg-height=\"331\"/></p><p>JD.com Inc. slumped to a record low in Hong Kong as Wall Street brokerages turned bearish on the stock and rumors swirled that a businessman with the same surname as the company’s chairman had been arrested.</p><p>There are 145,077 JD.com option contracts traded on Thursday, up 270% from the previous trading day. Call options account for 68% of overall option trades. Particularly high volume was seen for the $27 strike put option expiring Oct 13, with 6,919 contracts trading.<a href=\"https://ttm.financial/OPT/JD%2020231013%2027.0%20PUT\" title=\"$JD 20231013 27.0 PUT$ \" target=\"_blank\">$JD 20231013 27.0 PUT$ </a></p><h2 id=\"id_1863794402\">Most Active Equity Options</h2><p><strong>Special %Calls &gt;70%: </strong> <a href=\"https://laohu8.com/S/PLUG\">Plug Power</a>,  <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>,  <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>,  <a href=\"https://laohu8.com/S/CHPT\">ChargePoint Holdings Inc.</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/660380c25c8da5082263c821313e8f8e\" tg-width=\"657\" tg-height=\"232\"/></p><h2 id=\"id_1878914490\">TOP 10 Bullish &amp; Bearish S&amp;P 500</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><strong>Top 10 bullish stocks</strong>: PFE, AMZN, KVUE, GOOG, META, INTC, PHM, AVGO, WBA, MTCH</p><p><strong>Top 10 bearish stocks</strong>: TSLA, AAPL, NVDA, VFC, T, KO, XOM, BA, GOOGL, NFLX</p><p>Based on option delta volume, traders sold a net equivalent of -3,553,298 shares of Tesla stock. The largest bearish delta came from selling calls. The largest delta volume came from the 13-Oct-23 265 Call, with traders getting short 3,650,983 deltas on the single option contract.<a href=\"https://ttm.financial/OPT/TSLA%2020231013%20265.0%20CALL\" title=\"$TSLA 20231013 265.0 CALL$ \" target=\"_blank\">$TSLA 20231013 265.0 CALL$ </a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2028a7bb583ca5204f09eee172c8f1c2\" tg-width=\"810\" tg-height=\"397\"/></p><p>If you are interested in options and you want to:</p><ul style=\"\"><li><p>Share experiences and ideas on options trading.</p></li><li><p>Read options-related market updates/insights.</p></li><li><p>Learn more about options trading if you are a beginner in this field.</p></li></ul><p>Please click to join <a href=\"https://t.me/TigerBrokersOptions\" title=\"Tiger Options Club\" target=\"_blank\" class=\"\">Tiger Options Club</a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TLT":"20+年以上美国国债ETF-iShares","TSLA":"特斯拉","JD":"京东"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127008979","content_text":"Market OverviewWall Street's main indexes closed lower on Thursday(Oct 12) after a U.S. Treasury auction sent bond yields higher while investors were already digesting data that showed consumer prices rose more than anticipated in September.Regarding the options market, a total volume of 40,563,775 contracts was traded, up 18% from the previous trading day.Top 10 Option VolumesTop 10: SPY, QQQ, TSLA, IWM, NVDA, AAPL, AMZN,  iShares 20+ Year Treasury Bond ETF,  Advanced Micro Devices U.S. benchmark 10-year yields rose after the inflation data and climbed further to hit a session high after the auction. The benchmark yield rose as high as 4.728%, its highest-level since Friday after falling for the last two days.There are 776.6K TLT option contracts traded on Thursday, up 76.5% from the previous trading day. Call options account for 72% of overall option trades. Particularly high volume was seen for the $87 strike call option expiring Oct 13, with 52,355 contracts trading.$TLT 20231013 87.0 CALL$ Unusual Options ActivityJD.com Inc. slumped to a record low in Hong Kong as Wall Street brokerages turned bearish on the stock and rumors swirled that a businessman with the same surname as the company’s chairman had been arrested.There are 145,077 JD.com option contracts traded on Thursday, up 270% from the previous trading day. Call options account for 68% of overall option trades. Particularly high volume was seen for the $27 strike put option expiring Oct 13, with 6,919 contracts trading.$JD 20231013 27.0 PUT$ Most Active Equity OptionsSpecial %Calls >70%:  Plug Power,  Delta Air Lines,  AMC Entertainment,  ChargePoint Holdings Inc. TOP 10 Bullish & Bearish S&P 500This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.Top 10 bullish stocks: PFE, AMZN, KVUE, GOOG, META, INTC, PHM, AVGO, WBA, MTCHTop 10 bearish stocks: TSLA, AAPL, NVDA, VFC, T, KO, XOM, BA, GOOGL, NFLXBased on option delta volume, traders sold a net equivalent of -3,553,298 shares of Tesla stock. The largest bearish delta came from selling calls. The largest delta volume came from the 13-Oct-23 265 Call, with traders getting short 3,650,983 deltas on the single option contract.$TSLA 20231013 265.0 CALL$ If you are interested in options and you want to:Share experiences and ideas on options trading.Read options-related market updates/insights.Learn more about options trading if you are a beginner in this field.Please click to join Tiger Options Club","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230186383626288,"gmtCreate":1697239967707,"gmtModify":1697239972700,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Well done.","listText":"Well done.","text":"Well done.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230186383626288","repostId":"1125435532","repostType":4,"repost":{"id":"1125435532","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":1697194785,"share":"https://ttm.financial/m/news/1125435532?lang=&edition=fundamental","pubTime":"2023-10-13 18:59","market":"us","language":"en","title":"JPMorgan Profit Surges on Record Interest Income, First Republic Purchase","url":"https://stock-news.laohu8.com/highlight/detail?id=1125435532","media":"Reuters","summary":"JPMorgan Chase reported third-quarter earnings before the opening bell Friday.Here’s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by LSEG, form","content":"<html><head></head><body><p style=\"text-align: start;\">Oct 13 (Reuters) - JPMorgan Chase&#39;s profit rose in the third quarter as surging rates and the acquisition of failed First Republic Bank drove its interest income to a record high, the largest U.S. lender reported on Friday.</p><p style=\"text-align: start;\">Chief Executive Officer Jamie Dimon said that although U.S. consumers remained healthy, several geopolitical factors including the war in Ukraine and conflict in Israel could keep inflation at elevated levels.</p><p>&#34;This may be the most dangerous time the world has seen in decades,&#34; Dimon said.</p><p style=\"text-align: start;\">Shares of the bank rose 1.1% in premarket trading.</p><p style=\"text-align: start;\">The Federal Reserve&#39;s rate increases have bolstered banks&#39; net interest income (NII), or the difference between what they earn on loans and pay out on deposits.</p><p style=\"text-align: start;\">NII rose 30% to $22.9 billion, the bank said. It also hiked its 2023 NII forecast to $89 billion, excluding markets, compared with a prior forecast of $87 billion.</p><p>The provision for credit losses was $1.4 billion, 10% lower than last year as the bank released $113 million of reserves.</p><p style=\"text-align: start;\">JPMorgan bought First Republic in May in a government auction, after weeks of failed rescue attempts and aborted discussions involving some of the most powerful Wall Street executives and U.S. officials.</p><h2 id=\"id_4213766817\" style=\"text-align: start;\">INVESTMENT BANKING LULL</h2><p style=\"text-align: start;\">While the market for mergers and acquisitions (M&amp;A) and initial public offerings (IPOs) is showing signs of recovery, lingering economic uncertainty continues to be a drag on dealmaking activity.</p><p>September saw stock market debuts of several high-profile companies, including SoftBank Group&#39;s chip designer Arm Holdings and grocery delivery app Instacart. JPMorgan was an underwriter for both of those listings.</p><p style=\"text-align: start;\">But these newly listed companies have given back most of their gains after their first-day pop, crushing hopes of a meaningful recovery in the IPO market.</p><p style=\"text-align: start;\">Investment banking revenue at JPMorgan fell 6% to $1.6 billion.</p><p style=\"text-align: start;\">The lender reported a profit of $13.15 billion, or $4.33 per share, for the three months ended Sept. 30. That compares with $9.74 billion, or $3.12 per share, a year earlier.</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>JPMorgan Profit Surges on Record Interest Income, First Republic Purchase</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\">\nJPMorgan Profit Surges on Record Interest Income, First Republic Purchase\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\">2023-10-13 18:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Oct 13 (Reuters) - JPMorgan Chase&#39;s profit rose in the third quarter as surging rates and the acquisition of failed First Republic Bank drove its interest income to a record high, the largest U.S. lender reported on Friday.</p><p style=\"text-align: start;\">Chief Executive Officer Jamie Dimon said that although U.S. consumers remained healthy, several geopolitical factors including the war in Ukraine and conflict in Israel could keep inflation at elevated levels.</p><p>&#34;This may be the most dangerous time the world has seen in decades,&#34; Dimon said.</p><p style=\"text-align: start;\">Shares of the bank rose 1.1% in premarket trading.</p><p style=\"text-align: start;\">The Federal Reserve&#39;s rate increases have bolstered banks&#39; net interest income (NII), or the difference between what they earn on loans and pay out on deposits.</p><p style=\"text-align: start;\">NII rose 30% to $22.9 billion, the bank said. It also hiked its 2023 NII forecast to $89 billion, excluding markets, compared with a prior forecast of $87 billion.</p><p>The provision for credit losses was $1.4 billion, 10% lower than last year as the bank released $113 million of reserves.</p><p style=\"text-align: start;\">JPMorgan bought First Republic in May in a government auction, after weeks of failed rescue attempts and aborted discussions involving some of the most powerful Wall Street executives and U.S. officials.</p><h2 id=\"id_4213766817\" style=\"text-align: start;\">INVESTMENT BANKING LULL</h2><p style=\"text-align: start;\">While the market for mergers and acquisitions (M&amp;A) and initial public offerings (IPOs) is showing signs of recovery, lingering economic uncertainty continues to be a drag on dealmaking activity.</p><p>September saw stock market debuts of several high-profile companies, including SoftBank Group&#39;s chip designer Arm Holdings and grocery delivery app Instacart. JPMorgan was an underwriter for both of those listings.</p><p style=\"text-align: start;\">But these newly listed companies have given back most of their gains after their first-day pop, crushing hopes of a meaningful recovery in the IPO market.</p><p style=\"text-align: start;\">Investment banking revenue at JPMorgan fell 6% to $1.6 billion.</p><p style=\"text-align: start;\">The lender reported a profit of $13.15 billion, or $4.33 per share, for the three months ended Sept. 30. That compares with $9.74 billion, or $3.12 per share, a year earlier.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125435532","content_text":"Oct 13 (Reuters) - JPMorgan Chase's profit rose in the third quarter as surging rates and the acquisition of failed First Republic Bank drove its interest income to a record high, the largest U.S. lender reported on Friday.Chief Executive Officer Jamie Dimon said that although U.S. consumers remained healthy, several geopolitical factors including the war in Ukraine and conflict in Israel could keep inflation at elevated levels.\"This may be the most dangerous time the world has seen in decades,\" Dimon said.Shares of the bank rose 1.1% in premarket trading.The Federal Reserve's rate increases have bolstered banks' net interest income (NII), or the difference between what they earn on loans and pay out on deposits.NII rose 30% to $22.9 billion, the bank said. It also hiked its 2023 NII forecast to $89 billion, excluding markets, compared with a prior forecast of $87 billion.The provision for credit losses was $1.4 billion, 10% lower than last year as the bank released $113 million of reserves.JPMorgan bought First Republic in May in a government auction, after weeks of failed rescue attempts and aborted discussions involving some of the most powerful Wall Street executives and U.S. officials.INVESTMENT BANKING LULLWhile the market for mergers and acquisitions (M&A) and initial public offerings (IPOs) is showing signs of recovery, lingering economic uncertainty continues to be a drag on dealmaking activity.September saw stock market debuts of several high-profile companies, including SoftBank Group's chip designer Arm Holdings and grocery delivery app Instacart. JPMorgan was an underwriter for both of those listings.But these newly listed companies have given back most of their gains after their first-day pop, crushing hopes of a meaningful recovery in the IPO market.Investment banking revenue at JPMorgan fell 6% to $1.6 billion.The lender reported a profit of $13.15 billion, or $4.33 per share, for the three months ended Sept. 30. That compares with $9.74 billion, or $3.12 per share, a year earlier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230187643596936,"gmtCreate":1697239943693,"gmtModify":1697239946719,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Noted.","listText":"Noted.","text":"Noted.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230187643596936","repostId":"1185116684","repostType":4,"repost":{"id":"1185116684","kind":"news","pubTimestamp":1697201373,"share":"https://ttm.financial/m/news/1185116684?lang=&edition=fundamental","pubTime":"2023-10-13 20:49","market":"us","language":"en","title":"Microsoft Completes $69 Billion Activision Purchase","url":"https://stock-news.laohu8.com/highlight/detail?id=1185116684","media":"Bloomberg","summary":"Microsoft Corp. said it completed its $69 billion purchase of Activision Blizzard Inc. after a nearly two-year fight with global regulators threatened to scuttle the deal.The biggest-ever acquisition ","content":"<html><head></head><body><p>Microsoft Corp. said it completed its $69 billion purchase of Activision Blizzard Inc. after a nearly two-year fight with global regulators threatened to scuttle the deal.</p><p style=\"text-align: start;\">The biggest-ever acquisition in the video game industry gives the maker of Xbox consoles a more formidable position against rivals, vaulting it from fifth to third place globally, behind Tencent Holdings Ltd. and Sony Group Corp. The acquisition is a stunning turnaround after Microsoft executives underestimated the magnitude and longevity of antitrust objections, forcing the software giant to seek a three-month extension of the deal’s expiration period from Activision.</p><p>Microsoft was able to close after making alterations to its merger agreement to win over UK authorities. The US Federal Trade Commission, which lost an attempt to block the transaction in court, continues to pursue legal action in its own administrative hearing. That could still force the two companies to unwind the deal if the commission is successful.</p><p style=\"text-align: start;\">The UK’s Competition and Markets Authority announced on Friday that it had approved the deal after accepting a restructuring plan involving selling some gaming rights to French publisher Ubisoft Entertainment SA. The regulator was concerned about preserving competition in the nascent market for games streamed via the cloud.</p><p>Microsoft’s gaming chief Phil Spencer’s work from here may prove even more challenging. The deal provides Spencer the cornerstone for a plan to boost the company’s lagging mobile games business. Among Activision’s titles is the universally popular <em>Candy Crush</em> and its spinoffs. Yet the delay means Microsoft has fallen even further behind in that space amid a contraction in the over-saturated sector.</p><p style=\"text-align: start;\">The company remains in a standoff with Apple Inc. over access to its app store. In 2020, Microsoft President Brad Smith criticized Apple’s terms, which include a 30% cut of developers’ revenue and restrictions on cloud gaming. After <em>Fortnite</em> maker Epic Games Inc. sued Apple alleging anti-competitive practices, it seemed that company’s walled garden might finally open. Epic has struggled to gain wins in court, however. And Apple’s App Store is still inhospitable to Microsoft’s cloud gaming service, which iOS users have to access through a mobile browser.</p><p>Other parts of the gaming landscape have shifted since the Activision deal was first announced in January 2022. The metaverse, a persistent online world where consumers would play games and shop, hasn’t turned out to be as big a commercial opportunity as many in the industry believed. That business was identified as a key driver for the acquisition when it was announced.</p><p>The delays also meant Microsoft can only now begin the process of reforming Activision’s culture in the ways the company wants to see. While Microsoft has traditionally taken a hands-off approach to the gaming studios it acquires, it may be more involved this time. Fans have often complained about some of Activision’s business decisions, such as crowding the market with <em>Tony Hawk’s Pro Skater</em> and <em>Guitar Hero</em> releases that ended up cheapening the franchises. Fans have also said the company’s beloved <em>StarCraft</em> series has lacked resources because it’s less of a money-earner than other games.</p><p style=\"text-align: start;\">Activision CEO Bobby Kotick has drawn criticism for his handling of harassment complaints at the company. In 2021, California’s Civil Rights Department sued Activision for fostering a “frat boy” culture. Since then the company has appointed an officer to oversee diversity, equity and inclusion, named a head of inclusive game design and released a report on the company’s progress on workplace issues.</p><p>Microsoft has also pledged to remain neutral on employee unionization, after Activision had challenged efforts to organize. In January, workers at Microsoft’s ZeniMax video game unit joined the Communications Workers of America. Microsoft recognized the union immediately.</p><p style=\"text-align: start;\">The deal had faced vocal opposition from PlayStation console maker Sony. That company’s video games chief, Jim Ryan, suggested that Microsoft could disadvantage competitors by selling them a less-than-adequate version its popular <em>Call of Duty </em>shooting game. In July, Microsoft and Sony penned a 10-year deal that would keep future <em>Call of Duty </em>entries on PlayStation consoles. Ryan told staff in late September he would retire from Sony in March.</p><p style=\"text-align: start;\">The UK regulators had previously vetoed the deal, saying it could result in higher prices, fewer choices and less innovation for gamers. The new agreement means Microsoft can’t limit access to Activision’s key content to its own cloud gaming service or withhold those games from rivals, the regulator said.</p><p style=\"text-align: start;\">Founded in 1979, Activision is home to some of the most popular game franchises in the world, including <em>Overwatch, World of Warcraft </em>and<em> Crash Bandicoot</em>. <em>Call of Duty</em> alone has sold more than 425 million units and brought in more than $30 billion in revenue before the most recent installment last year.</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>Microsoft Completes $69 Billion Activision Purchase</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\">\nMicrosoft Completes $69 Billion Activision Purchase\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-13 20:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-10-13/microsoft-completes-69-billion-activision-purchase?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft Corp. said it completed its $69 billion purchase of Activision Blizzard Inc. after a nearly two-year fight with global regulators threatened to scuttle the deal.The biggest-ever acquisition ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-10-13/microsoft-completes-69-billion-activision-purchase?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","ATVI":"动视暴雪"},"source_url":"https://www.bloomberg.com/news/articles/2023-10-13/microsoft-completes-69-billion-activision-purchase?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185116684","content_text":"Microsoft Corp. said it completed its $69 billion purchase of Activision Blizzard Inc. after a nearly two-year fight with global regulators threatened to scuttle the deal.The biggest-ever acquisition in the video game industry gives the maker of Xbox consoles a more formidable position against rivals, vaulting it from fifth to third place globally, behind Tencent Holdings Ltd. and Sony Group Corp. The acquisition is a stunning turnaround after Microsoft executives underestimated the magnitude and longevity of antitrust objections, forcing the software giant to seek a three-month extension of the deal’s expiration period from Activision.Microsoft was able to close after making alterations to its merger agreement to win over UK authorities. The US Federal Trade Commission, which lost an attempt to block the transaction in court, continues to pursue legal action in its own administrative hearing. That could still force the two companies to unwind the deal if the commission is successful.The UK’s Competition and Markets Authority announced on Friday that it had approved the deal after accepting a restructuring plan involving selling some gaming rights to French publisher Ubisoft Entertainment SA. The regulator was concerned about preserving competition in the nascent market for games streamed via the cloud.Microsoft’s gaming chief Phil Spencer’s work from here may prove even more challenging. The deal provides Spencer the cornerstone for a plan to boost the company’s lagging mobile games business. Among Activision’s titles is the universally popular Candy Crush and its spinoffs. Yet the delay means Microsoft has fallen even further behind in that space amid a contraction in the over-saturated sector.The company remains in a standoff with Apple Inc. over access to its app store. In 2020, Microsoft President Brad Smith criticized Apple’s terms, which include a 30% cut of developers’ revenue and restrictions on cloud gaming. After Fortnite maker Epic Games Inc. sued Apple alleging anti-competitive practices, it seemed that company’s walled garden might finally open. Epic has struggled to gain wins in court, however. And Apple’s App Store is still inhospitable to Microsoft’s cloud gaming service, which iOS users have to access through a mobile browser.Other parts of the gaming landscape have shifted since the Activision deal was first announced in January 2022. The metaverse, a persistent online world where consumers would play games and shop, hasn’t turned out to be as big a commercial opportunity as many in the industry believed. That business was identified as a key driver for the acquisition when it was announced.The delays also meant Microsoft can only now begin the process of reforming Activision’s culture in the ways the company wants to see. While Microsoft has traditionally taken a hands-off approach to the gaming studios it acquires, it may be more involved this time. Fans have often complained about some of Activision’s business decisions, such as crowding the market with Tony Hawk’s Pro Skater and Guitar Hero releases that ended up cheapening the franchises. Fans have also said the company’s beloved StarCraft series has lacked resources because it’s less of a money-earner than other games.Activision CEO Bobby Kotick has drawn criticism for his handling of harassment complaints at the company. In 2021, California’s Civil Rights Department sued Activision for fostering a “frat boy” culture. Since then the company has appointed an officer to oversee diversity, equity and inclusion, named a head of inclusive game design and released a report on the company’s progress on workplace issues.Microsoft has also pledged to remain neutral on employee unionization, after Activision had challenged efforts to organize. In January, workers at Microsoft’s ZeniMax video game unit joined the Communications Workers of America. Microsoft recognized the union immediately.The deal had faced vocal opposition from PlayStation console maker Sony. That company’s video games chief, Jim Ryan, suggested that Microsoft could disadvantage competitors by selling them a less-than-adequate version its popular Call of Duty shooting game. In July, Microsoft and Sony penned a 10-year deal that would keep future Call of Duty entries on PlayStation consoles. Ryan told staff in late September he would retire from Sony in March.The UK regulators had previously vetoed the deal, saying it could result in higher prices, fewer choices and less innovation for gamers. The new agreement means Microsoft can’t limit access to Activision’s key content to its own cloud gaming service or withhold those games from rivals, the regulator said.Founded in 1979, Activision is home to some of the most popular game franchises in the world, including Overwatch, World of Warcraft and Crash Bandicoot. Call of Duty alone has sold more than 425 million units and brought in more than $30 billion in revenue before the most recent installment last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230187343102064,"gmtCreate":1697239922682,"gmtModify":1697239926593,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Noted.","listText":"Noted.","text":"Noted.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230187343102064","repostId":"2375388916","repostType":4,"repost":{"id":"2375388916","kind":"news","pubTimestamp":1697202900,"share":"https://ttm.financial/m/news/2375388916?lang=&edition=fundamental","pubTime":"2023-10-13 21:15","market":"us","language":"en","title":"BofA Says US Stocks Can Avoid Big Drop If Yields Stay Below 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2375388916","media":"Bloomberg","summary":"Says S&P 500 can continue to trade above key level of 4,200Sees recession, rate cuts sparking bullish cycle in 2024US stocks can avoid a dire outlook as long as bond yields stay below a historic high ","content":"<html><head></head><body><ul style=\"\"><li><p>Says S&amp;P 500 can continue to trade above key level of 4,200</p></li><li><p>Sees recession, rate cuts sparking bullish cycle in 2024</p></li></ul><p>US stocks can avoid a dire outlook as long as bond yields stay below a historic high of 5%, according to Bank of America Corp. strategist Michael Hartnett.</p><p style=\"text-align: start;\">The strategist — among the more bearish voices on Wall Street — said the S&amp;P 500 index can continue to trade above 4,200 points in the near term in such a scenario. A drop below that level would be driven by a stronger dollar, higher yields, oil rising above $100 a barrel and “clear signs” that a credit crunch for small businesses was causing higher unemployment, Hartnett wrote in a note dated Oct. 12.</p><p>The 4,200 mark is also close to the benchmark index’s 200-day moving average, considered a key technical support level that traders use to assess whether the longer-term trend is up or down. The S&amp;P 500 dropped close to it in early October as US bond yields surged to their highest in 16 years. The index has since rallied 2.8% as yields retreated, and is now tracking its second weekly advance in a row.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0aba6254b659295b493a04ea531bf30\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">For 2024, Hartnett said the “best bullish shout” was that a recession and rate cuts by the Federal Reserve would drive gains in bonds and gold, as well as a broader stock market rally. The strategist has remained bearish for 2023 overall even as the S&amp;P 500 has surged 13%.</p><p style=\"text-align: start;\">With money market funds still seeing annualized inflows this year at $1.4 trillion, investors need to see an economic contraction as well as rate cuts to “sell cash” and “ignite new bulls,” the strategist said.</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>BofA Says US Stocks Can Avoid Big Drop If Yields Stay Below 5%</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\">\nBofA Says US Stocks Can Avoid Big Drop If Yields Stay Below 5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-13 21:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-10-13/bofa-says-us-stocks-can-avoid-big-drop-if-yields-stay-below-5><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Says S&P 500 can continue to trade above key level of 4,200Sees recession, rate cuts sparking bullish cycle in 2024US stocks can avoid a dire outlook as long as bond yields stay below a historic high ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-10-13/bofa-says-us-stocks-can-avoid-big-drop-if-yields-stay-below-5\">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.bloomberg.com/news/articles/2023-10-13/bofa-says-us-stocks-can-avoid-big-drop-if-yields-stay-below-5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2375388916","content_text":"Says S&P 500 can continue to trade above key level of 4,200Sees recession, rate cuts sparking bullish cycle in 2024US stocks can avoid a dire outlook as long as bond yields stay below a historic high of 5%, according to Bank of America Corp. strategist Michael Hartnett.The strategist — among the more bearish voices on Wall Street — said the S&P 500 index can continue to trade above 4,200 points in the near term in such a scenario. A drop below that level would be driven by a stronger dollar, higher yields, oil rising above $100 a barrel and “clear signs” that a credit crunch for small businesses was causing higher unemployment, Hartnett wrote in a note dated Oct. 12.The 4,200 mark is also close to the benchmark index’s 200-day moving average, considered a key technical support level that traders use to assess whether the longer-term trend is up or down. The S&P 500 dropped close to it in early October as US bond yields surged to their highest in 16 years. The index has since rallied 2.8% as yields retreated, and is now tracking its second weekly advance in a row.For 2024, Hartnett said the “best bullish shout” was that a recession and rate cuts by the Federal Reserve would drive gains in bonds and gold, as well as a broader stock market rally. The strategist has remained bearish for 2023 overall even as the S&P 500 has surged 13%.With money market funds still seeing annualized inflows this year at $1.4 trillion, investors need to see an economic contraction as well as rate cuts to “sell cash” and “ignite new bulls,” the strategist said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230104753360912,"gmtCreate":1697239881905,"gmtModify":1697239886199,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Good.","listText":"Good.","text":"Good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230104753360912","repostId":"1144385935","repostType":4,"repost":{"id":"1144385935","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":1697204800,"share":"https://ttm.financial/m/news/1144385935?lang=&edition=fundamental","pubTime":"2023-10-13 21:46","market":"us","language":"en","title":"U.S. Bank Stocks Jump As Investors Cheer Big Bank Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1144385935","media":"Tiger Newspress","summary":"U.S. Bank stocks jumped in morning trading as investors cheered big bank earnings. JPMorgan Chase rose 4%; Wells Fargo and Citigroup rose more than 3%.","content":"<html><head></head><body><p>U.S. Bank stocks jumped in morning trading as investors cheered big bank earnings. JPMorgan Chase rose 4%; Wells Fargo and Citigroup rose more than 3%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d269166a7f40d3609b95e35af1a60288\" title=\"\" tg-width=\"389\" tg-height=\"398\"/></p><p>JPMorgan Chase beat expectations for third-quarter profit on Friday as a tighter monetary policy and the acquisition of failed First Republic Bank drove its interest income to a record high.</p><p>Wells Fargo beat analysts&#39; third-quarter profit estimates and raised its annual forecast for income from interest payments on Friday, as customers paid more to borrow.</p><p>Citigroup&#39;s profit was broadly steady and beat third-quarter estimates as it benefited from rising interest payments and surging investment banking fees, sending its shares up 3% on Friday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Bank Stocks Jump As Investors Cheer Big Bank Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Bank Stocks Jump As Investors Cheer Big Bank Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-10-13 21:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. Bank stocks jumped in morning trading as investors cheered big bank earnings. JPMorgan Chase rose 4%; Wells Fargo and Citigroup rose more than 3%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d269166a7f40d3609b95e35af1a60288\" title=\"\" tg-width=\"389\" tg-height=\"398\"/></p><p>JPMorgan Chase beat expectations for third-quarter profit on Friday as a tighter monetary policy and the acquisition of failed First Republic Bank drove its interest income to a record high.</p><p>Wells Fargo beat analysts&#39; third-quarter profit estimates and raised its annual forecast for income from interest payments on Friday, as customers paid more to borrow.</p><p>Citigroup&#39;s profit was broadly steady and beat third-quarter estimates as it benefited from rising interest payments and surging investment banking fees, sending its shares up 3% on Friday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛","C":"花旗","JPM":"摩根大通","WFC":"富国银行","BAC":"美国银行","MS":"摩根士丹利"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144385935","content_text":"U.S. Bank stocks jumped in morning trading as investors cheered big bank earnings. JPMorgan Chase rose 4%; Wells Fargo and Citigroup rose more than 3%.JPMorgan Chase beat expectations for third-quarter profit on Friday as a tighter monetary policy and the acquisition of failed First Republic Bank drove its interest income to a record high.Wells Fargo beat analysts' third-quarter profit estimates and raised its annual forecast for income from interest payments on Friday, as customers paid more to borrow.Citigroup's profit was broadly steady and beat third-quarter estimates as it benefited from rising interest payments and surging investment banking fees, sending its shares up 3% on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":203919747596288,"gmtCreate":1690791745470,"gmtModify":1690791749021,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203919747596288","repostId":"203387893629160","repostType":1,"repost":{"id":203387893629160,"gmtCreate":1690684418399,"gmtModify":1690685001734,"author":{"id":"4092647860635430","authorId":"4092647860635430","name":"JeslinToh","avatar":"https://community-static.tradeup.com/news/3a412638a5424a30788f11283239d9cf","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092647860635430","authorIdStr":"4092647860635430"},"themes":[],"title":"Big 3 Local Banks +ve Earnings Report?","htmlText":"As we progressed in this high interest rate environment, it is highly likely that our dear local banks&nbsp;<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$&nbsp;</a> will continue doing well with higher net interest margins and income. Uob has just released its earnings a couple of days back. Investors are not disappointed as the company has enjoyed a whopping 27% increase in net profit y-o-y compared to Q2 last year. Uob CEO has also assured investors that its acquisition of Citi's consumer business in the SEA region is spanning out well","listText":"As we progressed in this high interest rate environment, it is highly likely that our dear local banks&nbsp;<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$&nbsp;</a> will continue doing well with higher net interest margins and income. Uob has just released its earnings a couple of days back. Investors are not disappointed as the company has enjoyed a whopping 27% increase in net profit y-o-y compared to Q2 last year. Uob CEO has also assured investors that its acquisition of Citi's consumer business in the SEA region is spanning out well","text":"As we progressed in this high interest rate environment, it is highly likely that our dear local banks $UNITED OVERSEAS BANK LIMITED(U11.SI)$ $DBS GROUP HOLDINGS LTD(D05.SI)$ $OVERSEA-CHINESE BANKING CORP(O39.SI)$ will continue doing well with higher net interest margins and income. Uob has just released its earnings a couple of days back. Investors are not disappointed as the company has enjoyed a whopping 27% increase in net profit y-o-y compared to Q2 last year. Uob CEO has also assured investors that its acquisition of Citi's consumer business in the SEA region is spanning out well","images":[{"img":"https://community-static.tradeup.com/news/c3c2ff4401b68b942193e88c4d33aded","width":"984","height":"551"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203387893629160","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":203919812497624,"gmtCreate":1690791711845,"gmtModify":1690791715147,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203919812497624","repostId":"203858284003552","repostType":1,"repost":{"id":203858284003552,"gmtCreate":1690776575438,"gmtModify":1690776584450,"author":{"id":"3571535693267201","authorId":"3571535693267201","name":"Aaronykc","avatar":"https://static.tigerbbs.com/a6fb0a4f08d4e7b8733e7ebc2445aad5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571535693267201","authorIdStr":"3571535693267201"},"themes":[],"title":"How to roll deep ITM Covered Calls","htmlText":"Covered calls are a great way to earn income on the stocks that you own, but what happens if the stock suddenly shoots to the moon? 😱 Will you miss out on all the gains? 😭 Don't fret, this is a complete guide on how to roll your call options to buy more time and also more upside.&nbsp; Firstly, what is a covered call? It is a financial transaction in which the investor selling call options owns an equivalent amount of the underlying security. To execute this, an investor who holds a long position in an asset then writes (sells) call options on that same asset to generate an income stream. The investor's long position in the asset is the cover because it means the seller can deliver the shares if the buyer of the call option chooses to exercise. Important to note that the investor is obliga","listText":"Covered calls are a great way to earn income on the stocks that you own, but what happens if the stock suddenly shoots to the moon? 😱 Will you miss out on all the gains? 😭 Don't fret, this is a complete guide on how to roll your call options to buy more time and also more upside.&nbsp; Firstly, what is a covered call? It is a financial transaction in which the investor selling call options owns an equivalent amount of the underlying security. To execute this, an investor who holds a long position in an asset then writes (sells) call options on that same asset to generate an income stream. The investor's long position in the asset is the cover because it means the seller can deliver the shares if the buyer of the call option chooses to exercise. Important to note that the investor is obliga","text":"Covered calls are a great way to earn income on the stocks that you own, but what happens if the stock suddenly shoots to the moon? 😱 Will you miss out on all the gains? 😭 Don't fret, this is a complete guide on how to roll your call options to buy more time and also more upside. Firstly, what is a covered call? It is a financial transaction in which the investor selling call options owns an equivalent amount of the underlying security. To execute this, an investor who holds a long position in an asset then writes (sells) call options on that same asset to generate an income stream. The investor's long position in the asset is the cover because it means the seller can deliver the shares if the buyer of the call option chooses to exercise. Important to note that the investor is obliga","images":[{"img":"https://community-static.tradeup.com/news/9a00fea5b0150ddb354819ad7ba3cf8c","width":"1086","height":"1652"},{"img":"https://community-static.tradeup.com/news/ea41c2eb9c5718e42ce27f77323ce2ca","width":"1086","height":"1652"},{"img":"https://community-static.tradeup.com/news/006fa1526035e49a059d5680e4893bd0","width":"1086","height":"1653"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203858284003552","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9941622062,"gmtCreate":1680215857556,"gmtModify":1680215861868,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Got shadow?","listText":"Got shadow?","text":"Got shadow?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941622062","repostId":"1164007023","repostType":2,"repost":{"id":"1164007023","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":1680191360,"share":"https://ttm.financial/m/news/1164007023?lang=&edition=fundamental","pubTime":"2023-03-30 23:49","market":"us","language":"en","title":"Nasdaq 100 Index Officially Enters A Bull Market: History Suggests Returns Will At Least Double From Here","url":"https://stock-news.laohu8.com/highlight/detail?id=1164007023","media":"Benzinga","summary":"ZINGER KEY POINTSThe Nasdaq 100 index officially entered a bull market after rising more than 20% si","content":"<html><head></head><body><h4 style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p>The Nasdaq 100 index officially entered a bull market after rising more than 20% since October 2022.</p></li><li><p>History suggests that Nasdaq 100&#39;s returns more than doubled during prior bull markets.</p></li></ul><p>The <strong>Nasdaq 100</strong> index, which includes the hundred largest non-financial firms listed on the Nasdaq stock exchange, officially entered a bull market at the end of the trading day on March 29, 2023.</p><p style=\"text-align: start;\">The tech-heavy index, which is perfectly replicated by the <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust ETF</a>, has climbed by more than 20% from its lows in October 2022 to date, breaking the bear market that began in February 2022.</p><p style=\"text-align: start;\">So far, the first quarter of 2023 has been the second best-performing quarter for the Nasdaq 100 index in the previous ten years, with a 17.5% gain, trailing only the stunning 30% rise in the second quarter of 2020 following the post-Covid rally.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6ab1c4cf5e029fe4a7d82a029a4f2b9\" tg-width=\"4608\" tg-height=\"2381\"/></p><p style=\"text-align: start;\">The following stocks have been the primary drivers of the major technology stock index&#39;s ascent over the past months:</p><ul><li><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>, up 85% year to date, bringing 2.8 percentage points to the index&#39;s overall performance.</p></li><li><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, up 23% year to date, which similarly provided 2.8 percentage points to the Nasdaq&#39;s overall performance.</p></li><li><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation</a>, up 17% year to date, adding 2.2 percentage points to total performance.</p></li><li><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, up 70% year to date, contributing for 1.7 percentage points to the Nasdaq&#39;s total performance.</p></li><li><p><a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a>, up 57% year to date, delivering 1.6 percentage points to the performance of the index.</p><p></p></li></ul><h3 style=\"text-align: start;\">Nasdaq 100 Index&#39;s Return More Than Doubles During Bull Markets</h3><p style=\"text-align: start;\">There have been four bull markets in the Nasdaq 100 index since 1990:</p><ul><li><p>From October 1990 to July 1998, when the Nasdaq 100 delivered a total return of 962.4%, which corresponded to an annualized return of 25.8%.</p></li><li><p>From October 2002 to October 2007, when the index delivered a total return of 153.4%, which corresponded to an annualized return of 16.3%.</p><ul><li><p>From March 2009 to February 2020, when the index delivered an astonishing total return of 1,156.1%, which corresponded to an annualized return of 21.1%.</p></li><li><p>From April 2020 to February 2022, when the index delivered a total return of 134.2%, which corresponded to an annualized return of 46.2%.</p></li></ul></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>Nasdaq 100 Index Officially Enters A Bull Market: History Suggests Returns Will At Least Double From Here</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\">\nNasdaq 100 Index Officially Enters A Bull Market: History Suggests Returns Will At Least Double From Here\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\">2023-03-30 23:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p>The Nasdaq 100 index officially entered a bull market after rising more than 20% since October 2022.</p></li><li><p>History suggests that Nasdaq 100&#39;s returns more than doubled during prior bull markets.</p></li></ul><p>The <strong>Nasdaq 100</strong> index, which includes the hundred largest non-financial firms listed on the Nasdaq stock exchange, officially entered a bull market at the end of the trading day on March 29, 2023.</p><p style=\"text-align: start;\">The tech-heavy index, which is perfectly replicated by the <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust ETF</a>, has climbed by more than 20% from its lows in October 2022 to date, breaking the bear market that began in February 2022.</p><p style=\"text-align: start;\">So far, the first quarter of 2023 has been the second best-performing quarter for the Nasdaq 100 index in the previous ten years, with a 17.5% gain, trailing only the stunning 30% rise in the second quarter of 2020 following the post-Covid rally.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6ab1c4cf5e029fe4a7d82a029a4f2b9\" tg-width=\"4608\" tg-height=\"2381\"/></p><p style=\"text-align: start;\">The following stocks have been the primary drivers of the major technology stock index&#39;s ascent over the past months:</p><ul><li><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>, up 85% year to date, bringing 2.8 percentage points to the index&#39;s overall performance.</p></li><li><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, up 23% year to date, which similarly provided 2.8 percentage points to the Nasdaq&#39;s overall performance.</p></li><li><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation</a>, up 17% year to date, adding 2.2 percentage points to total performance.</p></li><li><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, up 70% year to date, contributing for 1.7 percentage points to the Nasdaq&#39;s total performance.</p></li><li><p><a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a>, up 57% year to date, delivering 1.6 percentage points to the performance of the index.</p><p></p></li></ul><h3 style=\"text-align: start;\">Nasdaq 100 Index&#39;s Return More Than Doubles During Bull Markets</h3><p style=\"text-align: start;\">There have been four bull markets in the Nasdaq 100 index since 1990:</p><ul><li><p>From October 1990 to July 1998, when the Nasdaq 100 delivered a total return of 962.4%, which corresponded to an annualized return of 25.8%.</p></li><li><p>From October 2002 to October 2007, when the index delivered a total return of 153.4%, which corresponded to an annualized return of 16.3%.</p><ul><li><p>From March 2009 to February 2020, when the index delivered an astonishing total return of 1,156.1%, which corresponded to an annualized return of 21.1%.</p></li><li><p>From April 2020 to February 2022, when the index delivered a total return of 134.2%, which corresponded to an annualized return of 46.2%.</p></li></ul></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果",".IXIC":"NASDAQ Composite","TSLA":"特斯拉","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164007023","content_text":"ZINGER KEY POINTSThe Nasdaq 100 index officially entered a bull market after rising more than 20% since October 2022.History suggests that Nasdaq 100's returns more than doubled during prior bull markets.The Nasdaq 100 index, which includes the hundred largest non-financial firms listed on the Nasdaq stock exchange, officially entered a bull market at the end of the trading day on March 29, 2023.The tech-heavy index, which is perfectly replicated by the Invesco QQQ Trust ETF, has climbed by more than 20% from its lows in October 2022 to date, breaking the bear market that began in February 2022.So far, the first quarter of 2023 has been the second best-performing quarter for the Nasdaq 100 index in the previous ten years, with a 17.5% gain, trailing only the stunning 30% rise in the second quarter of 2020 following the post-Covid rally.The following stocks have been the primary drivers of the major technology stock index's ascent over the past months:NVIDIA Corp, up 85% year to date, bringing 2.8 percentage points to the index's overall performance.Apple Inc., up 23% year to date, which similarly provided 2.8 percentage points to the Nasdaq's overall performance.Microsoft Corporation, up 17% year to date, adding 2.2 percentage points to total performance.Meta Platforms, up 70% year to date, contributing for 1.7 percentage points to the Nasdaq's total performance.Tesla, Inc., up 57% year to date, delivering 1.6 percentage points to the performance of the index.Nasdaq 100 Index's Return More Than Doubles During Bull MarketsThere have been four bull markets in the Nasdaq 100 index since 1990:From October 1990 to July 1998, when the Nasdaq 100 delivered a total return of 962.4%, which corresponded to an annualized return of 25.8%.From October 2002 to October 2007, when the index delivered a total return of 153.4%, which corresponded to an annualized return of 16.3%.From March 2009 to February 2020, when the index delivered an astonishing total return of 1,156.1%, which corresponded to an annualized return of 21.1%.From April 2020 to February 2022, when the index delivered a total return of 134.2%, which corresponded to an annualized return of 46.2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113620990,"gmtCreate":1622612011910,"gmtModify":1704187326378,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Commented.","listText":"Commented.","text":"Commented.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/113620990","repostId":"1175551284","repostType":4,"repost":{"id":"1175551284","kind":"news","pubTimestamp":1622600822,"share":"https://ttm.financial/m/news/1175551284?lang=&edition=fundamental","pubTime":"2021-06-02 10:27","market":"us","language":"en","title":"Want to get in on hot energy stocks? Wall Street favors these 20 picks for gains up to 40%","url":"https://stock-news.laohu8.com/highlight/detail?id=1175551284","media":"Market Wacth","summary":"The energy sector is the best performer of 2021, and it still has a long way to go to make up for ye","content":"<p>The energy sector is the best performer of 2021, and it still has a long way to go to make up for years of big declines.</p>\n<p>The energy sector has been the best performer in the U.S. stock market this year, but it isn’t too late to jump in, as the setup is still attractive for the reopening of the economy.</p>\n<p>On June 1,oil prices rose to a two-year high. And an analysis by GasBuddy showed gasoline demand in the U.S. at close to normal levels,possibly poised to hit record levels this summer.</p>\n<p>Energy recovery has a long way to go</p>\n<p>The S&amp;P 500 energy sectorSP500.10,was up 36% for 2021 through the end of May. (All price changes in this article exclude dividends.) That’s the best sector performance in the benchmark index so far this year.</p>\n<p>Stretching out the timeline paints a different story:<img src=\"https://static.tigerbbs.com/fe3e2d34af7be981aeda044a973738b4\" tg-width=\"779\" tg-height=\"680\" referrerpolicy=\"no-referrer\">If we look at price changes from the end of 2019 — before the coronavirus pandemic hurt demand for <a href=\"https://laohu8.com/S/WSTC\">West</a> Texas crude oilCL00,+0.40%so badly that forward-month futures contracts dipped momentarily in the red — the energy sector is the only <a href=\"https://laohu8.com/S/AONE\">one</a> not showing a significant gain.</p>\n<p>The long-term figures are even worse, underscoring how shares of energy producers haven’t yet returned to their levels before the great oil-price crash that began during the summer of 2014.</p>\n<p>The table includes price changes for the full S&amp;P 500SPX,-0.05%and the Dow Jones Industrial AverageDJIA,+0.13%.The Dow was bogged down by holding both <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a> Corp.XOM,+3.58%and <a href=\"https://laohu8.com/S/CVX\">Chevron</a> Corp.CVX,+2.76%for most of these periods until Exxon was dropped from the group of 30 blue-chip stocks in August of last year.</p>\n<p>Economic cycle</p>\n<p>There has been a shift to cyclical sectors of the stock market this year, as some investors have become afraid that rising consumer prices may cause the Federal Reserve to reverse its stimulative policies that have helped prop up the U.S. economy, and kept interest rates and borrowing costs down.</p>\n<p>Consumer prices rose 0.8% during April from the previous month and 4.2% from a year earlier. That wasthe largest year-over-year jump in prices in 13 years.</p>\n<p>During an interview last week, Michael Arone, the chief investment strategist for <a href=\"https://laohu8.com/S/STT\">State</a> Street Global Advisors’ U.S. SPDR exchange traded fund business, said investors should keep an eye on the labor market for signals of when the Federal Reserve might begin curtailing its bond purchases and allowing long-term interest rates to wise. He expects our current expansion cycle that favors energy stocks andother cyclical sectorsto continue until early 2023.</p>\n<p>Energy stock screen</p>\n<p>For a list of energy stocks, it helps to expand beyond the S&amp;P 500. The energy sector now comprises only 2.8% of the index’s market capitalization, down from 7.1% five years ago.</p>\n<p>To broaden the list beyond the 23 stocks in the S&amp;P 500, we began with the S&amp;P Composite 1500 IndexSP1500,+0.04%,which is made up of the S&amp;P 500, the S&amp;P 400 Mid Cap IndexMID,+0.63%and the S&amp;P Small Cap 600 IndexSML,+1.57%.That brought the full list of energy-sector stocks up to 62 companies.</p>\n<p>Pipeline partnerships</p>\n<p>We then added another group of energy stocks — master limited partnerships, or MLPs, which are primarily income vehicles. As limited partnerships, these investments pass income (and capital losses) from pipelines, fuel storage and transportation businesses through to unit holders, who receive K-1 forms instead of 1099 dividend forms to report income. That makes tax preparation more complicated. MLPs aren’t included in the S&amp;P indexes.</p>\n<p>One way to invest in this group of energy stocks is the Alerian MLP ETFAMLP,+2.85%,which holds 17 MLPs. The ETF pays a quarterly dividend and removes the tax complications associated with direct ownership of MLPs. Its current dividend yield is 8.84%, reflecting low MLP prices. (Excluding dividends, AMLP’s share price was up 36% for 2021 through May 28. But it was down 15% from the end of 2019, down 21% from five years earlier and down 67% from 10 years earlier.)</p>\n<p>Wall Street’s favorites</p>\n<p>Starting with our full list of 79 energy stocks (the 62 in the S&amp;P Composite 1500 Index and the 17 held by AMLP), here are the 20 that are covered by at least five analysts polled by FactSet, with majority “buy” or equivalent ratings, that have the highest upside for the next year implied by consensus price targets:</p>\n<p><img src=\"https://static.tigerbbs.com/336dd7dd3db74a9f471783464de6acc9\" tg-width=\"789\" tg-height=\"755\" referrerpolicy=\"no-referrer\">You may need to scroll the table to see all the data. The list is sorted by the implied 12-month upside based on consensus price targets. Dividend yields are in the right-most column.</p>\n<p>The listed company with the highest 12-month upside potential implied by the price targets is <a href=\"https://laohu8.com/S/REGI\">Renewable</a> Energy Group Inc.REGI,+4.78%,which is aptly named because of its focus on biodiesel production and refining.</p>\n<p><a href=\"https://laohu8.com/S/CVX\">Chevron</a> made the list. The stock’s dividend yield remains attractive at 5.16%, despite a 23% increase for the shares this year through May 28. But Chevron’s arch rival Exxon didn’t make the list, followinglast week’s big victory for activist investorswho gained seats on the company’s board in an effort to push Exxon to change its strategy toward <a href=\"https://laohu8.com/S/AONE.U\">one</a> better-suited for a long-term switch away from fossil fuels.</p>\n<p>The second company on the list is Energy Transfer LPET,+3.64%,which has a dividend yield of 6.16% and is expected by analysts to see its partnership unit price increase 34% over the next 12 months. It is <a href=\"https://laohu8.com/S/AONE\">one</a> of four MLPs that made the list.</p>\n<p>One pipeline operator that<i>didn’t</i>make the list is <a href=\"https://laohu8.com/S/WMB\">Williams</a> Cos.WMB,+2.09%,which was up 32% this year through May 28. <a href=\"https://laohu8.com/S/WMB\">Williams</a> is not an MLP — it has a traditional corporate structure. The shares have a dividend yield of 6.23%, and Williams, like Exxon and Chevron, has not cut its payout during the pandemic. Eighty percent of analysts polled by FactSet rate Williams “buy” or the equivalent, but the company didn’t make the list because the consensus price target of $28.83 was only 7% above the closing price of $26.34 on May 28.</p>\n<p>It’s important to keep in mind that even at this stage of the economic recovery, dividend payouts can be reduced. And even though the analysts at brokerage firms favor these stocks, the price targets only go out 12 months, per tradition. That’s actually a short time frame for such a difficult, volatile sector.</p>\n<p>Before committing money to any of these energy companies — or to any investment for that matter — you should do your own research and form your own opinion.</p>\n<p><b>Don’t miss:</b>Amazon and <a href=\"https://laohu8.com/S/FB\">Facebook</a> as defensive plays? Yes, along with these other stocks that are cash-flow winners.</p>","source":"lsy1604288433698","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>Want to get in on hot energy stocks? Wall Street favors these 20 picks for gains up to 40%</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\">\nWant to get in on hot energy stocks? Wall Street favors these 20 picks for gains up to 40%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 10:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/want-to-get-in-on-hot-energy-stocks-wall-street-favors-these-20-picks-for-gains-up-to-40-11622565518?mod=home-page><strong>Market Wacth</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The energy sector is the best performer of 2021, and it still has a long way to go to make up for years of big declines.\nThe energy sector has been the best performer in the U.S. stock market this ...</p>\n\n<a href=\"https://www.marketwatch.com/story/want-to-get-in-on-hot-energy-stocks-wall-street-favors-these-20-picks-for-gains-up-to-40-11622565518?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":{},"source_url":"https://www.marketwatch.com/story/want-to-get-in-on-hot-energy-stocks-wall-street-favors-these-20-picks-for-gains-up-to-40-11622565518?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175551284","content_text":"The energy sector is the best performer of 2021, and it still has a long way to go to make up for years of big declines.\nThe energy sector has been the best performer in the U.S. stock market this year, but it isn’t too late to jump in, as the setup is still attractive for the reopening of the economy.\nOn June 1,oil prices rose to a two-year high. And an analysis by GasBuddy showed gasoline demand in the U.S. at close to normal levels,possibly poised to hit record levels this summer.\nEnergy recovery has a long way to go\nThe S&P 500 energy sectorSP500.10,was up 36% for 2021 through the end of May. (All price changes in this article exclude dividends.) That’s the best sector performance in the benchmark index so far this year.\nStretching out the timeline paints a different story:If we look at price changes from the end of 2019 — before the coronavirus pandemic hurt demand for West Texas crude oilCL00,+0.40%so badly that forward-month futures contracts dipped momentarily in the red — the energy sector is the only one not showing a significant gain.\nThe long-term figures are even worse, underscoring how shares of energy producers haven’t yet returned to their levels before the great oil-price crash that began during the summer of 2014.\nThe table includes price changes for the full S&P 500SPX,-0.05%and the Dow Jones Industrial AverageDJIA,+0.13%.The Dow was bogged down by holding both Exxon Mobil Corp.XOM,+3.58%and Chevron Corp.CVX,+2.76%for most of these periods until Exxon was dropped from the group of 30 blue-chip stocks in August of last year.\nEconomic cycle\nThere has been a shift to cyclical sectors of the stock market this year, as some investors have become afraid that rising consumer prices may cause the Federal Reserve to reverse its stimulative policies that have helped prop up the U.S. economy, and kept interest rates and borrowing costs down.\nConsumer prices rose 0.8% during April from the previous month and 4.2% from a year earlier. That wasthe largest year-over-year jump in prices in 13 years.\nDuring an interview last week, Michael Arone, the chief investment strategist for State Street Global Advisors’ U.S. SPDR exchange traded fund business, said investors should keep an eye on the labor market for signals of when the Federal Reserve might begin curtailing its bond purchases and allowing long-term interest rates to wise. He expects our current expansion cycle that favors energy stocks andother cyclical sectorsto continue until early 2023.\nEnergy stock screen\nFor a list of energy stocks, it helps to expand beyond the S&P 500. The energy sector now comprises only 2.8% of the index’s market capitalization, down from 7.1% five years ago.\nTo broaden the list beyond the 23 stocks in the S&P 500, we began with the S&P Composite 1500 IndexSP1500,+0.04%,which is made up of the S&P 500, the S&P 400 Mid Cap IndexMID,+0.63%and the S&P Small Cap 600 IndexSML,+1.57%.That brought the full list of energy-sector stocks up to 62 companies.\nPipeline partnerships\nWe then added another group of energy stocks — master limited partnerships, or MLPs, which are primarily income vehicles. As limited partnerships, these investments pass income (and capital losses) from pipelines, fuel storage and transportation businesses through to unit holders, who receive K-1 forms instead of 1099 dividend forms to report income. That makes tax preparation more complicated. MLPs aren’t included in the S&P indexes.\nOne way to invest in this group of energy stocks is the Alerian MLP ETFAMLP,+2.85%,which holds 17 MLPs. The ETF pays a quarterly dividend and removes the tax complications associated with direct ownership of MLPs. Its current dividend yield is 8.84%, reflecting low MLP prices. (Excluding dividends, AMLP’s share price was up 36% for 2021 through May 28. But it was down 15% from the end of 2019, down 21% from five years earlier and down 67% from 10 years earlier.)\nWall Street’s favorites\nStarting with our full list of 79 energy stocks (the 62 in the S&P Composite 1500 Index and the 17 held by AMLP), here are the 20 that are covered by at least five analysts polled by FactSet, with majority “buy” or equivalent ratings, that have the highest upside for the next year implied by consensus price targets:\nYou may need to scroll the table to see all the data. The list is sorted by the implied 12-month upside based on consensus price targets. Dividend yields are in the right-most column.\nThe listed company with the highest 12-month upside potential implied by the price targets is Renewable Energy Group Inc.REGI,+4.78%,which is aptly named because of its focus on biodiesel production and refining.\nChevron made the list. The stock’s dividend yield remains attractive at 5.16%, despite a 23% increase for the shares this year through May 28. But Chevron’s arch rival Exxon didn’t make the list, followinglast week’s big victory for activist investorswho gained seats on the company’s board in an effort to push Exxon to change its strategy toward one better-suited for a long-term switch away from fossil fuels.\nThe second company on the list is Energy Transfer LPET,+3.64%,which has a dividend yield of 6.16% and is expected by analysts to see its partnership unit price increase 34% over the next 12 months. It is one of four MLPs that made the list.\nOne pipeline operator thatdidn’tmake the list is Williams Cos.WMB,+2.09%,which was up 32% this year through May 28. Williams is not an MLP — it has a traditional corporate structure. The shares have a dividend yield of 6.23%, and Williams, like Exxon and Chevron, has not cut its payout during the pandemic. Eighty percent of analysts polled by FactSet rate Williams “buy” or the equivalent, but the company didn’t make the list because the consensus price target of $28.83 was only 7% above the closing price of $26.34 on May 28.\nIt’s important to keep in mind that even at this stage of the economic recovery, dividend payouts can be reduced. And even though the analysts at brokerage firms favor these stocks, the price targets only go out 12 months, per tradition. That’s actually a short time frame for such a difficult, volatile sector.\nBefore committing money to any of these energy companies — or to any investment for that matter — you should do your own research and form your own opinion.\nDon’t miss:Amazon and Facebook as defensive plays? Yes, along with these other stocks that are cash-flow winners.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550480657175062","authorId":"3550480657175062","name":"Vikkilai","avatar":"https://static.itradeup.com/news/d30982eb743a47b466a91dbc6d1be49e","crmLevel":4,"crmLevelSwitch":1,"idStr":"3550480657175062","authorIdStr":"3550480657175062"},"content":"Pls reply to my comment. Thanks","text":"Pls reply to my comment. Thanks","html":"Pls reply to my comment. Thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350691520,"gmtCreate":1616198406060,"gmtModify":1704792055328,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Fed up!","listText":"Fed up!","text":"Fed up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/350691520","repostId":"1199154789","repostType":4,"repost":{"id":"1199154789","kind":"news","pubTimestamp":1616164372,"share":"https://ttm.financial/m/news/1199154789?lang=&edition=fundamental","pubTime":"2021-03-19 22:32","market":"us","language":"en","title":"Fed Disappoints Market, Lets SLR Relief Expire: What Happens Next","url":"https://stock-news.laohu8.com/highlight/detail?id=1199154789","media":"zerohedge","summary":"As washinted at, and discussed in depth here,the Fed decided - under political pressure from progressive Democrats such asElizabeth Warren and Sherrod Brown- to let the temporary Supplementary Leverage Ratio  exemption expire as scheduled on March 31, the one year anniversary of the rule change.The federal bank regulatory agencies today announced that the temporary change to the supplementary leverage ratio, or SLR, for depository institutions issued on May 15, 2020, will expire as scheduled on ","content":"<p>As washinted at, and discussed in depth here,the Fed decided - under political pressure from progressive Democrats such asElizabeth Warren and Sherrod Brown- to let the temporary Supplementary Leverage Ratio (SLR) exemption expire as scheduled on March 31, the one year anniversary of the rule change.</p><blockquote>The federal bank regulatory agencies today announced that the temporary change to the supplementary leverage ratio, or SLR, for depository institutions issued on May 15, 2020, will expire as scheduled on March 31, 2021.The temporary change was made to provide flexibility for depository institutions to provide credit to households and businesses in light of the COVID-19 event.</blockquote><p><img src=\"https://static.tigerbbs.com/b822960da59d651f093b5113cd0c3fd0\" tg-width=\"500\" tg-height=\"319\" referrerpolicy=\"no-referrer\">This outcome is theone (again) correctly predictedby former NY Fed guru Zoltan Pozsar who following the FOMC said that \"the fact that the Fed made this adjustment practically preemptively – the o/n RRP facility is not being used at the moment, so there are no capacity constraints yet, while repo and bill yields aren’t trading negative yet –<b>suggests that the Fed is “foaming the runway” for the end of SLR exemption</b>.\"</p><p>Knowing well this would be a very hot button issue for the market, the Fed published thefollowing statementto ease trader nerves, noting that while the SLR special treatment will expire on March 31, the Fed is \"inviting public comment on several potential SLR modifications\" and furthermore, \"<b>Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability</b>\" - in short, if yields spike, the Fed will re-introduce the SLR without delay:</p><blockquote>The Federal Reserve Board on Friday announced that the temporary change to its supplementary leverage ratio, or SLR, for bank holding companies will expire as scheduled on March 31. <b>Additionally, the Board will shortly seek comment on measures to adjust the SLR. The Board will take appropriate actions to assure that any changes to the SLR do not erode the overall strength of bank capital requirements.</b>To ease strains in the Treasury market resulting from the COVID-19 pandemic and to promote lending to households and businesses, the Board temporarily modified the SLR last year to exclude U.S. Treasury securities and central bank reserves. Since that time, the Treasury market has stabilized. <b>However, because of recent growth in the supply of central bank reserves and the issuance of Treasury securities, the Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability.To ensure that the SLR—which was established in 2014 as an additional capital requirement—remains effective in an environment of higher reserves, the Board will soon be inviting public comment on several potential SLR modifications.</b>The proposal and comments will contribute to ongoing discussions with the Department of the Treasury and other regulators on future work to ensure the resiliency of the Treasury market.</blockquote><p>The Fed's soothing wods notwithstanding,<b>having been primed for a favorable outcome, the Fed's disappointing announcement was hardly the news traders were hoping for and stocks tumbled...</b></p><p><img src=\"https://static.tigerbbs.com/c341c3843a5031cd1599c2c89e198050\" tg-width=\"500\" tg-height=\"305\" referrerpolicy=\"no-referrer\">Bond yields spiked...</p><p><img src=\"https://static.tigerbbs.com/14173c1ce587fb45efe4c30ecc1dfbab\" tg-width=\"500\" tg-height=\"284\" referrerpolicy=\"no-referrer\">... while the stock of JPM, which is the most exposed bank to SLR relief (as noted yesterday in \"Facing Up To JP Morgan's Leverage Relief Threats\")...</p><p><img src=\"https://static.tigerbbs.com/32811183fba3dbddf1c440836298c7f3\" tg-width=\"500\" tg-height=\"602\" referrerpolicy=\"no-referrer\">.... slumped.</p><p><img src=\"https://static.tigerbbs.com/2fba41463f15e79d2b8436cdd6a526fc\" tg-width=\"500\" tg-height=\"306\" referrerpolicy=\"no-referrer\">In case you've been living under a rock, here's why you should care about the SLR decision: First, for those whomissed our primer on the issue, some background from JPM (ironically the one bank that has the most to lose from the Fed's decision) the bottom line is that without SLR relief,<b>banks may have to delever, raise new capital, halt buybacks, sell preferred stock, turn down deposits and generally push back on reserves (not necessarily all of these, and not in that order) just as the Fed is injecting hundreds of billions of reserves into the market as the Treasury depletes its TGA account.</b></p><blockquote>The massive expansion of the Fed’s balance that has occurred implied an equally massive growth in bank reserves held at Federal Reserve banks. <b>The expiration of the regulatory relief would add ~$2.1tn of leverage exposure across the 8 GSIBs. As well, TGA reduction and continued QE could add another ~$2.35tn of deposits to the system during 2021.</b></blockquote><p><img src=\"https://static.tigerbbs.com/392342c2f3e1dd008b2276172a9b3ecf\" tg-width=\"500\" tg-height=\"253\" referrerpolicy=\"no-referrer\">While the expiry of the carve-out on March 31 would not have an immediate impact on GSIBs, the continued increase in leverage assets throughout the course of the year would increase long-term debt (LTD) and preferred requirements. Here, JPM takes an optimistic view and writes that<b>\"even the “worst” case issuance scenario as very manageable, with LTD needs of $35bn for TLAC requirements and preferred needs of $15-$20bn to maintain the industry-wide SLR at 5.6%.</b></p><p>The constraint is greater at the bank entity, where the capacity to grow leverage exposure to be ~$765bn at 6.2% SLR.\"Goldman's take was more troubling: the bank estimated that under the continued QE regime, there would be a shortfall of some $2 trillion in reserve capacity, mainly in the form of deposits which the banks would be unable to accept as part of ongoing QE (much more in Goldman'sfull take of the SLR quandary).</p><p><b>So what happens next?</b></p><p>Addressing this topic, yesterday Curvature's Scott Skyrm wrote that \"<i>the largest banks are enjoying much larger balance sheets, but there are political factors in Washington that are against an extension of the exemption.... Here are a couple of scenarios and their implications on the Repo market</i>:</p><blockquote>The exemption is extended 3 months or 6 months - No impact on the Repo market. It's already fully priced-in.The exemption is continued for reserves, but ended for Treasurys. <b>Since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise. Volatility increases as Repo assets move from the largest banks to the other Repo market participants.The exemption is ended for both reserves and Treasurys. Same as above.</b></blockquote><p>In other words, Skyrm has a relatively downbeat view, warning that \"since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise.\" Additionally, volatility is likely to increase as repo assets move from the largest banks to the other Repo market participants...</p><p>Perhaps a bit too draconian? Well, last week, JPMorgan laid out 5 scenarios for SLR, of which two predicted the end of SLR relief on March 31, as follow:</p><blockquote><u><b>3. Relief ends March 31, banks fully raise capital</b></u> <b>Impact on BanksRatesFront-End Rates</b> <u><b>4. Relief ends March 31, banks raise capital &amp; de-lever</b></u> <b>Impact on BanksRatesFront-End Rates</b></blockquote><p>Going back to Zoltan, let's recallthat the repo gurualso cautioned that \"ending the exemption of reserves and Treasuries from the calculation of the SLR may mean that U.S. banks will turn away deposits and reserves on the margin (not Treasuries) to leave more room for market-making activities,<b>and these flows will swell further money funds’ inflows coming from TGA drawdowns.</b>\"</p><p>More importantly, Zoltan does not expect broad chaos in repo or broader markets, and instead provides a more benign view on the negligible impact the SLR has had (and will be if it is eliminated), as he explained in a note from Tuesday.</p><p><img src=\"https://static.tigerbbs.com/caeeb2b1290e084832f29d61cea6a90b\" tg-width=\"500\" tg-height=\"534\" referrerpolicy=\"no-referrer\">How to determine if Zoltan's benign view is correct? He concluded his note by writing that \"given that our call for a zero-to-negative FRA-OIS spread by the end of June was predicated on the end of SLR extension and an assumption that the Fed will try to fix a quantity problem with prices, not quantities, today’s adjustments mean that FRA-OIS won’t trade all the way down to zero or negative territory.\"</p><blockquote>FRA-OIS from here will be a function of how tight FX swaps will trade relative to OIS, but Treasury bills trading at deeply sub-zero rates is no longer a risk...</blockquote><p>While Bills have occasionally dipped into the negative territory on occasion, so far they have avoided a fullblown plunge into NIRP, which may be just the positive sign the market is waiting for to ease the nerves associated with the sudden and largely unexpected end of the SLR exemption.</p><p>* *&nbsp; *</p><p>Finally, for those curious what the immediate market impact will be, NatWest strategist Blake Gwinn writes that the Fed announcement that they’re letting regulatory exemptions for banks expire at the end of the month \"really threads the needle and \"assuages concerns about the potential long-term impact on the markets\" as<b>the SLR \"ends it but defuses a lot of the knee-jerk market reaction” by pledging to address the current design and calibration of the supplementary leverage ratio to prevent strains from developing</b>.</p><p>“I was never worried about a day-one bank puke of Treasuries or drawdown in repo or anything like that on no renewal,” Gwinn said. “My concern was the longer run,” like as reserves continue to rise, would the SLR “become a nuisance and drag on Treasuries and spreads” Gwinn concludes that with the statement, the Fed is<b>\"really speaking to those fears and basically saying, ‘don’t worry, we are on it’.”</b></p><p>Well, with yields spiking to HOD in early quad-witch trading, the market sure seems quite skeptical that the Fed is on anything.</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>Fed Disappoints Market, Lets SLR Relief Expire: What Happens Next</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\">\nFed Disappoints Market, Lets SLR Relief Expire: What Happens Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/stocks-bopnds-tank-after-fed-lets-slr-relief-expire><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As washinted at, and discussed in depth here,the Fed decided - under political pressure from progressive Democrats such asElizabeth Warren and Sherrod Brown- to let the temporary Supplementary ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/stocks-bopnds-tank-after-fed-lets-slr-relief-expire\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zerohedge.com/markets/stocks-bopnds-tank-after-fed-lets-slr-relief-expire","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199154789","content_text":"As washinted at, and discussed in depth here,the Fed decided - under political pressure from progressive Democrats such asElizabeth Warren and Sherrod Brown- to let the temporary Supplementary Leverage Ratio (SLR) exemption expire as scheduled on March 31, the one year anniversary of the rule change.The federal bank regulatory agencies today announced that the temporary change to the supplementary leverage ratio, or SLR, for depository institutions issued on May 15, 2020, will expire as scheduled on March 31, 2021.The temporary change was made to provide flexibility for depository institutions to provide credit to households and businesses in light of the COVID-19 event.This outcome is theone (again) correctly predictedby former NY Fed guru Zoltan Pozsar who following the FOMC said that \"the fact that the Fed made this adjustment practically preemptively – the o/n RRP facility is not being used at the moment, so there are no capacity constraints yet, while repo and bill yields aren’t trading negative yet –suggests that the Fed is “foaming the runway” for the end of SLR exemption.\"Knowing well this would be a very hot button issue for the market, the Fed published thefollowing statementto ease trader nerves, noting that while the SLR special treatment will expire on March 31, the Fed is \"inviting public comment on several potential SLR modifications\" and furthermore, \"Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability\" - in short, if yields spike, the Fed will re-introduce the SLR without delay:The Federal Reserve Board on Friday announced that the temporary change to its supplementary leverage ratio, or SLR, for bank holding companies will expire as scheduled on March 31. Additionally, the Board will shortly seek comment on measures to adjust the SLR. The Board will take appropriate actions to assure that any changes to the SLR do not erode the overall strength of bank capital requirements.To ease strains in the Treasury market resulting from the COVID-19 pandemic and to promote lending to households and businesses, the Board temporarily modified the SLR last year to exclude U.S. Treasury securities and central bank reserves. Since that time, the Treasury market has stabilized. However, because of recent growth in the supply of central bank reserves and the issuance of Treasury securities, the Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability.To ensure that the SLR—which was established in 2014 as an additional capital requirement—remains effective in an environment of higher reserves, the Board will soon be inviting public comment on several potential SLR modifications.The proposal and comments will contribute to ongoing discussions with the Department of the Treasury and other regulators on future work to ensure the resiliency of the Treasury market.The Fed's soothing wods notwithstanding,having been primed for a favorable outcome, the Fed's disappointing announcement was hardly the news traders were hoping for and stocks tumbled...Bond yields spiked...... while the stock of JPM, which is the most exposed bank to SLR relief (as noted yesterday in \"Facing Up To JP Morgan's Leverage Relief Threats\")....... slumped.In case you've been living under a rock, here's why you should care about the SLR decision: First, for those whomissed our primer on the issue, some background from JPM (ironically the one bank that has the most to lose from the Fed's decision) the bottom line is that without SLR relief,banks may have to delever, raise new capital, halt buybacks, sell preferred stock, turn down deposits and generally push back on reserves (not necessarily all of these, and not in that order) just as the Fed is injecting hundreds of billions of reserves into the market as the Treasury depletes its TGA account.The massive expansion of the Fed’s balance that has occurred implied an equally massive growth in bank reserves held at Federal Reserve banks. The expiration of the regulatory relief would add ~$2.1tn of leverage exposure across the 8 GSIBs. As well, TGA reduction and continued QE could add another ~$2.35tn of deposits to the system during 2021.While the expiry of the carve-out on March 31 would not have an immediate impact on GSIBs, the continued increase in leverage assets throughout the course of the year would increase long-term debt (LTD) and preferred requirements. Here, JPM takes an optimistic view and writes that\"even the “worst” case issuance scenario as very manageable, with LTD needs of $35bn for TLAC requirements and preferred needs of $15-$20bn to maintain the industry-wide SLR at 5.6%.The constraint is greater at the bank entity, where the capacity to grow leverage exposure to be ~$765bn at 6.2% SLR.\"Goldman's take was more troubling: the bank estimated that under the continued QE regime, there would be a shortfall of some $2 trillion in reserve capacity, mainly in the form of deposits which the banks would be unable to accept as part of ongoing QE (much more in Goldman'sfull take of the SLR quandary).So what happens next?Addressing this topic, yesterday Curvature's Scott Skyrm wrote that \"the largest banks are enjoying much larger balance sheets, but there are political factors in Washington that are against an extension of the exemption.... Here are a couple of scenarios and their implications on the Repo market:The exemption is extended 3 months or 6 months - No impact on the Repo market. It's already fully priced-in.The exemption is continued for reserves, but ended for Treasurys. Since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise. Volatility increases as Repo assets move from the largest banks to the other Repo market participants.The exemption is ended for both reserves and Treasurys. Same as above.In other words, Skyrm has a relatively downbeat view, warning that \"since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise.\" Additionally, volatility is likely to increase as repo assets move from the largest banks to the other Repo market participants...Perhaps a bit too draconian? Well, last week, JPMorgan laid out 5 scenarios for SLR, of which two predicted the end of SLR relief on March 31, as follow:3. Relief ends March 31, banks fully raise capital Impact on BanksRatesFront-End Rates 4. Relief ends March 31, banks raise capital & de-lever Impact on BanksRatesFront-End RatesGoing back to Zoltan, let's recallthat the repo gurualso cautioned that \"ending the exemption of reserves and Treasuries from the calculation of the SLR may mean that U.S. banks will turn away deposits and reserves on the margin (not Treasuries) to leave more room for market-making activities,and these flows will swell further money funds’ inflows coming from TGA drawdowns.\"More importantly, Zoltan does not expect broad chaos in repo or broader markets, and instead provides a more benign view on the negligible impact the SLR has had (and will be if it is eliminated), as he explained in a note from Tuesday.How to determine if Zoltan's benign view is correct? He concluded his note by writing that \"given that our call for a zero-to-negative FRA-OIS spread by the end of June was predicated on the end of SLR extension and an assumption that the Fed will try to fix a quantity problem with prices, not quantities, today’s adjustments mean that FRA-OIS won’t trade all the way down to zero or negative territory.\"FRA-OIS from here will be a function of how tight FX swaps will trade relative to OIS, but Treasury bills trading at deeply sub-zero rates is no longer a risk...While Bills have occasionally dipped into the negative territory on occasion, so far they have avoided a fullblown plunge into NIRP, which may be just the positive sign the market is waiting for to ease the nerves associated with the sudden and largely unexpected end of the SLR exemption.* *  *Finally, for those curious what the immediate market impact will be, NatWest strategist Blake Gwinn writes that the Fed announcement that they’re letting regulatory exemptions for banks expire at the end of the month \"really threads the needle and \"assuages concerns about the potential long-term impact on the markets\" asthe SLR \"ends it but defuses a lot of the knee-jerk market reaction” by pledging to address the current design and calibration of the supplementary leverage ratio to prevent strains from developing.“I was never worried about a day-one bank puke of Treasuries or drawdown in repo or anything like that on no renewal,” Gwinn said. “My concern was the longer run,” like as reserves continue to rise, would the SLR “become a nuisance and drag on Treasuries and spreads” Gwinn concludes that with the statement, the Fed is\"really speaking to those fears and basically saying, ‘don’t worry, we are on it’.”Well, with yields spiking to HOD in early quad-witch trading, the market sure seems quite skeptical that the Fed is on anything.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817303457,"gmtCreate":1630902848679,"gmtModify":1676530416878,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"O no.","listText":"O no.","text":"O no.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/817303457","repostId":"1143325200","repostType":4,"repost":{"id":"1143325200","kind":"news","pubTimestamp":1630882610,"share":"https://ttm.financial/m/news/1143325200?lang=&edition=fundamental","pubTime":"2021-09-06 06:56","market":"us","language":"en","title":"GameStop, Moderna, Home Depot, Kroger, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1143325200","media":"Barrons","summary":"U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then feat","content":"<p>U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then features several notable company updates and economic data releases.</p>\n<p>GameStop and Lululemon Athletica release quarterly results on Wednesday, followed by International Paper on Thursday and Kroger on Friday. Analog Devices—fresh off of its&nbsp;$21 billion acquisition of Maxim Integrated Products—will host an investor day on Wednesday. Moderna, Danaher, and Home Depot managements will also speak with investors on Thursday. Finally, Albemarle&nbsp;hosts&nbsp;an investor day on Friday.</p>\n<p>The economic data highlight of the week will be Friday’s August producer price index from the Bureau of Labor Statistics. Economists’ consensus estimate is for a 0.6% monthly rise in the headline index, and a 0.5% increase for the core PPI—which leaves out more volatile food and energy prices. Both the core and headline indexes rose 1% in July. The August consumer price index will be out the following week, on Sept. 14.</p>\n<p>On Tuesday, the Federal Reserve will release its latest beige book, full of updates on economic, hiring, and business conditions in each of the dozen central bank districts. The European Central Bank also announces a monetary-policy decision on Thursday, but is widely expected to hold its target interest rate at its current level of negative 0.5%.</p>\n<p><b>Monday 9/6</b></p>\n<p>Stock and fixed-income markets are closed in observance of Labor Day.</p>\n<p><b>Tuesday 9/7</b></p>\n<p>Casey’s General Stores and Coupa Software announce earnings.</p>\n<p><b>Wednesday 9/8</b></p>\n<p>Copart, GameStop, and Lululemon Athletica release quarterly results.</p>\n<p>Analog Devices hosts a conference call to discuss its capital-allocation plans and update its outlook for fiscal 2021. The company recently closed its $21 billion acquisition of Maxim Integrated Products.</p>\n<p>Global Payments, Johnson Controls International, and ResMed hold virtual investor days.</p>\n<p>The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10 million job openings on the last business day of July. In June, there were 10.1 million openings, the fourth consecutive monthly record.</p>\n<p>The Federal Reserve reports consumer credit data for July. Total outstanding consumer debt increased by $37.7 billion to a record $4.32 trillion in June. For the second quarter, consumer credit rose at a seasonally adjusted annual rate of 8.8%, reflecting pent-up demand.</p>\n<p>The Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions among the 12 Federal Reserve districts.</p>\n<p><b>Thursday 9/9</b></p>\n<p>Home Depot hosts a conference call to discuss its ESG strategy, led by Ron Jarvis, the company’s chief sustainability officer.</p>\n<p>Moderna hosts its fifth annual R&amp;D day to discuss vaccines in the company’s pipeline. CEO Stéphane Bancel will be among the presenters.</p>\n<p>Danaher holds an investor and analyst meeting, hosted by its CEO Rainer Blair.</p>\n<p>International Paper, Synchrony Financial, and Willis Towers Watson hold investor days.</p>\n<p>The European Central Bank announces its monetary-policy decision. The ECB is expected to keep its key interest rate unchanged at minus 0.5%.</p>\n<p>The Department of Labor reports initial jobless claims for the week ending on Sept. 4. In August, claims averaged 355,000 a week, the lowest since the pandemic’s onset. This will also be the last week that the extra $300 from federal enhanced unemployment benefits is available. They are set to expire by Sept. 6.</p>\n<p><b>Friday 9/10</b></p>\n<p>The BLS reports the producer price index for August. Economists forecast a 0.6% monthly rise along with a 0.5% increase for the core PPI, which excludes volatile food and energy prices. Both jumped 1% in July.</p>\n<p>Kroger holds a conference calls to discuss earnings.</p>","source":"lsy1601382232898","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, Moderna, Home Depot, Kroger, 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, Moderna, Home Depot, Kroger, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-06 06:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/gamestop-moderna-home-depot-kroger-and-other-stocks-for-investors-to-watch-this-week-51630853023?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then features several notable company updates and economic data releases.\nGameStop and Lululemon Athletica ...</p>\n\n<a href=\"https://www.barrons.com/articles/gamestop-moderna-home-depot-kroger-and-other-stocks-for-investors-to-watch-this-week-51630853023?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KR":"克罗格",".SPX":"S&P 500 Index","MRNA":"Moderna, Inc.",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","GME":"游戏驿站","HD":"家得宝"},"source_url":"https://www.barrons.com/articles/gamestop-moderna-home-depot-kroger-and-other-stocks-for-investors-to-watch-this-week-51630853023?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143325200","content_text":"U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then features several notable company updates and economic data releases.\nGameStop and Lululemon Athletica release quarterly results on Wednesday, followed by International Paper on Thursday and Kroger on Friday. Analog Devices—fresh off of its $21 billion acquisition of Maxim Integrated Products—will host an investor day on Wednesday. Moderna, Danaher, and Home Depot managements will also speak with investors on Thursday. Finally, Albemarle hosts an investor day on Friday.\nThe economic data highlight of the week will be Friday’s August producer price index from the Bureau of Labor Statistics. Economists’ consensus estimate is for a 0.6% monthly rise in the headline index, and a 0.5% increase for the core PPI—which leaves out more volatile food and energy prices. Both the core and headline indexes rose 1% in July. The August consumer price index will be out the following week, on Sept. 14.\nOn Tuesday, the Federal Reserve will release its latest beige book, full of updates on economic, hiring, and business conditions in each of the dozen central bank districts. The European Central Bank also announces a monetary-policy decision on Thursday, but is widely expected to hold its target interest rate at its current level of negative 0.5%.\nMonday 9/6\nStock and fixed-income markets are closed in observance of Labor Day.\nTuesday 9/7\nCasey’s General Stores and Coupa Software announce earnings.\nWednesday 9/8\nCopart, GameStop, and Lululemon Athletica release quarterly results.\nAnalog Devices hosts a conference call to discuss its capital-allocation plans and update its outlook for fiscal 2021. The company recently closed its $21 billion acquisition of Maxim Integrated Products.\nGlobal Payments, Johnson Controls International, and ResMed hold virtual investor days.\nThe Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10 million job openings on the last business day of July. In June, there were 10.1 million openings, the fourth consecutive monthly record.\nThe Federal Reserve reports consumer credit data for July. Total outstanding consumer debt increased by $37.7 billion to a record $4.32 trillion in June. For the second quarter, consumer credit rose at a seasonally adjusted annual rate of 8.8%, reflecting pent-up demand.\nThe Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions among the 12 Federal Reserve districts.\nThursday 9/9\nHome Depot hosts a conference call to discuss its ESG strategy, led by Ron Jarvis, the company’s chief sustainability officer.\nModerna hosts its fifth annual R&D day to discuss vaccines in the company’s pipeline. CEO Stéphane Bancel will be among the presenters.\nDanaher holds an investor and analyst meeting, hosted by its CEO Rainer Blair.\nInternational Paper, Synchrony Financial, and Willis Towers Watson hold investor days.\nThe European Central Bank announces its monetary-policy decision. The ECB is expected to keep its key interest rate unchanged at minus 0.5%.\nThe Department of Labor reports initial jobless claims for the week ending on Sept. 4. In August, claims averaged 355,000 a week, the lowest since the pandemic’s onset. This will also be the last week that the extra $300 from federal enhanced unemployment benefits is available. They are set to expire by Sept. 6.\nFriday 9/10\nThe BLS reports the producer price index for August. Economists forecast a 0.6% monthly rise along with a 0.5% increase for the core PPI, which excludes volatile food and energy prices. Both jumped 1% in July.\nKroger holds a conference calls to discuss earnings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892579490,"gmtCreate":1628677922310,"gmtModify":1676529818070,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Good article.","listText":"Good article.","text":"Good article.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/892579490","repostId":"1134826698","repostType":4,"repost":{"id":"1134826698","kind":"news","pubTimestamp":1628675109,"share":"https://ttm.financial/m/news/1134826698?lang=&edition=fundamental","pubTime":"2021-08-11 17:45","market":"us","language":"en","title":"5 Infrastructure Stocks That Look Like Bargains as Senate Passes Bill","url":"https://stock-news.laohu8.com/highlight/detail?id=1134826698","media":"Barrons","summary":"The U.S. Senate passed a $1 trillion infrastructure bill on Tuesday, setting the stage for funds to ","content":"<p>The U.S. Senate passed a $1 trillion infrastructure bill on Tuesday, setting the stage for funds to flow to transportation-infrastructure improvements, water and power-facility updates, and 21st-century priorities such as expansion of broadband access and attempts to address climate change. As the bipartisan bill heads to the House of Representatives, another $3.5 trillion reconciliation bill, backed by Democrats only, could follow, with spending focused on “human infrastructure” like child care, education funding, and a Medicare expansion, plus additional climate-related measures.</p>\n<p>Infrastructure-related stocks, from asphalt makers to construction-machinery companies, have rallied sharply in anticipation of the bills’ passage, and added to their gains on Tuesday. The iShares U.S. Infrastructure exchange-traded fund (IFRA) was up 1.2% in midday trading, versus a 0.2% rise for the S&amp;P 500.</p>\n<p>Few bargains remain. Moreover, spending will be spread over many years, and the trillion-dollar headline number isn’t all that new; $550 billion of the price tag comes from previously unallocated funds.</p>\n<p>Shares of Vulcan Materials (ticker: VMC), Martin Marietta Materials (MLM), Eagle Materials (EXP), and Summit Materials (SUM), which make concrete, cement, asphalt, and other traditional construction materials, are up 40% or more in the past year, bolstered by a strong housing market and demand for new warehouses and distribution centers, in addition to expectations for more infrastructure spending. The stocks now sport rich valuations; Vulcan trades for close to 32 times next year’s expected earnings, versus a long-term average of less than 27, while Martin Marietta has a price/earnings multiple of 28.</p>\n<p>Investors looking to prosper from a deluge of spending might do better to focus on shares of engineering and inspection firms, such as Jacobs Engineering Group (J), Tetra Tech (TTEK), Parsons (PSN), Montrose Environmental Group (MEG), and Atlas Technical Consultants (ATCX). These companies tend to be hired at the start of new projects, to sign off on designs and contribute to feasibility studies. Infrastructure funds could begin to show up in their revenues before shovels get in the ground, possibly as soon as next year.</p>\n<p>Jacobs, for example, provides engineering and design consulting and other technical services for power, water, and transportation-infrastructure projects. “J’s infrastructure design exposure is on the front end of actual sustainability projects across renewables, electric grid upgrades, hydrogen transportation, and net-zero designs,” Benchmark analyst Josh Sullivan wrote in a recent report.</p>\n<p>Sullivan sees double-digit profit growth for Jacobs next year, and rates the stock a Buy with a $160 price target, about 24% above Friday’s close of $128.79. Eighty-eight percent of analysts covering Jacobs recommend the shares, which trade for 18.4 times forward earnings—below the market average.</p>\n<p>If You Build It</p>\n<p>These companies tend to get hired at the start of infrastructure projects. Their shares still look relatively cheap.</p>\n<table>\n <thead>\n  <tr>\n   <th>Company / Ticker</th>\n   <th>Recent Price</th>\n   <th>52-Week Change</th>\n   <th>Market Value (bil)</th>\n   <th>2022E P/E</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>Atlas Technical Consultants / ATCX</td>\n   <td>$13.78</td>\n   <td>59.3%</td>\n   <td>$0.5</td>\n   <td>16.7</td>\n  </tr>\n  <tr>\n   <td>Jacobs Engineering Group / J*</td>\n   <td>128.74</td>\n   <td>39.8</td>\n   <td>16.8</td>\n   <td>18.3</td>\n  </tr>\n  <tr>\n   <td>Montrose Environmental Group / MEG</td>\n   <td>50.13</td>\n   <td>108.4</td>\n   <td>1.3</td>\n   <td>227.9</td>\n  </tr>\n  <tr>\n   <td>Parsons / PSN</td>\n   <td>33.09</td>\n   <td>-6.8</td>\n   <td>3.4</td>\n   <td>15.6</td>\n  </tr>\n  <tr>\n   <td>Tetra Tech / TTEK*</td>\n   <td>135.54</td>\n   <td>48.0</td>\n   <td>7.3</td>\n   <td>33.2</td>\n  </tr>\n </tbody>\n</table>\n<p>*Fiscal year ends in September; E=estimate&nbsp;Source: Bloomberg</p>\n<p>The largest single item in the 2,700-page Infrastructure Investment and Jobs Act is $110 billion for roads, bridges, tunnels, and other major projects. Another $66 billion would go to passenger and freight rail, $39 billion to public transit, $25 billion to airports, and $17 billion to ports and waterways.</p>\n<p>All this spending will also be a boon to construction-machinery companies—if they can handle it. Industrial and construction activity has been booming, and supply chains are stretched. “We already are seeing stronger heavy construction activity; it’s something we saw in the second quarter, and we expect that improvement to continue,” Caterpillar (CAT) CEO Jim Umpleby said on the company’s second-quarter earnings call. “That is irrespective of an infrastructure bill in the United States being passed.”</p>\n<p>Companies such as Deere (DE), Terex (TEX), Oshkosh (OSK), and Manitowoc (MTW) likewise are benefiting from a red-hot construction market. Federal infrastructure spending would be incrementally positive for them. The same goes for United Rentals (URI), Herc Holdings (HRI), and WillScot Mobile Mini (WSC), which rent out construction equipment. But their shares, too, are trading at valuations that leave little room for error.</p>\n<p>Water infrastructure gets $55 billion in the draft bill, aimed at replacing lead pipes, improving filtration systems, and cleaning up drinking water at schools and homes. Xylem (XYL) and Evoqua Water Technologies ( AQUA ) are two companies to watch; they sell treatment equipment, pumps, valves, and provide related services. Emerson Electric (EMR), Eaton (ETN), and Hubbell (HUBB) could see additional revenue, due to the $65 billion allocated to power infrastructure. But, again, it’s not a game-changer for the stocks.</p>\n<p>Finally, the bill includes $7.5 billion for electric vehicle infrastructure, including $2.5 billion for charging. That’s not much relative to other allocations, but it is meaningful for a nascent industry. Newly public EV charging companies such as EVgo (EVGO), ChargePoint (CHPT), and Blink Charging (BLNK) are expected to have combined sales of less than $200 million this year. Expect sales to grow if the Democrats’ reconciliation bill passes; it includes hundreds of billions of dollars in additional climate-change-related spending, which could boost EV adoption.</p>\n<p>The iShares U.S. Infrastructure exchange-traded fund (IFRA) has returned 47% in the past year, about 13 points ahead of the S&amp;P 500. Assuming the infrastructure bill passes the House, investors will have to choose their spots carefully.</p>","source":"lsy1601382232898","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 Infrastructure Stocks That Look Like Bargains as Senate Passes Bill</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 Infrastructure Stocks That Look Like Bargains as Senate Passes Bill\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 17:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/infrastructure-bill-bargain-stocks-51628290307?mod=hp_LEAD_2_B_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The U.S. Senate passed a $1 trillion infrastructure bill on Tuesday, setting the stage for funds to flow to transportation-infrastructure improvements, water and power-facility updates, and 21st-...</p>\n\n<a href=\"https://www.barrons.com/articles/infrastructure-bill-bargain-stocks-51628290307?mod=hp_LEAD_2_B_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"J":"雅各布工程","PSN":"Parsons Corp","MEG":"Montrose Environmental Group","TTEK":"德照科技","ATCX":"Atlas Technical Consultants, Inc. "},"source_url":"https://www.barrons.com/articles/infrastructure-bill-bargain-stocks-51628290307?mod=hp_LEAD_2_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134826698","content_text":"The U.S. Senate passed a $1 trillion infrastructure bill on Tuesday, setting the stage for funds to flow to transportation-infrastructure improvements, water and power-facility updates, and 21st-century priorities such as expansion of broadband access and attempts to address climate change. As the bipartisan bill heads to the House of Representatives, another $3.5 trillion reconciliation bill, backed by Democrats only, could follow, with spending focused on “human infrastructure” like child care, education funding, and a Medicare expansion, plus additional climate-related measures.\nInfrastructure-related stocks, from asphalt makers to construction-machinery companies, have rallied sharply in anticipation of the bills’ passage, and added to their gains on Tuesday. The iShares U.S. Infrastructure exchange-traded fund (IFRA) was up 1.2% in midday trading, versus a 0.2% rise for the S&P 500.\nFew bargains remain. Moreover, spending will be spread over many years, and the trillion-dollar headline number isn’t all that new; $550 billion of the price tag comes from previously unallocated funds.\nShares of Vulcan Materials (ticker: VMC), Martin Marietta Materials (MLM), Eagle Materials (EXP), and Summit Materials (SUM), which make concrete, cement, asphalt, and other traditional construction materials, are up 40% or more in the past year, bolstered by a strong housing market and demand for new warehouses and distribution centers, in addition to expectations for more infrastructure spending. The stocks now sport rich valuations; Vulcan trades for close to 32 times next year’s expected earnings, versus a long-term average of less than 27, while Martin Marietta has a price/earnings multiple of 28.\nInvestors looking to prosper from a deluge of spending might do better to focus on shares of engineering and inspection firms, such as Jacobs Engineering Group (J), Tetra Tech (TTEK), Parsons (PSN), Montrose Environmental Group (MEG), and Atlas Technical Consultants (ATCX). These companies tend to be hired at the start of new projects, to sign off on designs and contribute to feasibility studies. Infrastructure funds could begin to show up in their revenues before shovels get in the ground, possibly as soon as next year.\nJacobs, for example, provides engineering and design consulting and other technical services for power, water, and transportation-infrastructure projects. “J’s infrastructure design exposure is on the front end of actual sustainability projects across renewables, electric grid upgrades, hydrogen transportation, and net-zero designs,” Benchmark analyst Josh Sullivan wrote in a recent report.\nSullivan sees double-digit profit growth for Jacobs next year, and rates the stock a Buy with a $160 price target, about 24% above Friday’s close of $128.79. Eighty-eight percent of analysts covering Jacobs recommend the shares, which trade for 18.4 times forward earnings—below the market average.\nIf You Build It\nThese companies tend to get hired at the start of infrastructure projects. Their shares still look relatively cheap.\n\n\n\nCompany / Ticker\nRecent Price\n52-Week Change\nMarket Value (bil)\n2022E P/E\n\n\n\n\nAtlas Technical Consultants / ATCX\n$13.78\n59.3%\n$0.5\n16.7\n\n\nJacobs Engineering Group / J*\n128.74\n39.8\n16.8\n18.3\n\n\nMontrose Environmental Group / MEG\n50.13\n108.4\n1.3\n227.9\n\n\nParsons / PSN\n33.09\n-6.8\n3.4\n15.6\n\n\nTetra Tech / TTEK*\n135.54\n48.0\n7.3\n33.2\n\n\n\n*Fiscal year ends in September; E=estimate Source: Bloomberg\nThe largest single item in the 2,700-page Infrastructure Investment and Jobs Act is $110 billion for roads, bridges, tunnels, and other major projects. Another $66 billion would go to passenger and freight rail, $39 billion to public transit, $25 billion to airports, and $17 billion to ports and waterways.\nAll this spending will also be a boon to construction-machinery companies—if they can handle it. Industrial and construction activity has been booming, and supply chains are stretched. “We already are seeing stronger heavy construction activity; it’s something we saw in the second quarter, and we expect that improvement to continue,” Caterpillar (CAT) CEO Jim Umpleby said on the company’s second-quarter earnings call. “That is irrespective of an infrastructure bill in the United States being passed.”\nCompanies such as Deere (DE), Terex (TEX), Oshkosh (OSK), and Manitowoc (MTW) likewise are benefiting from a red-hot construction market. Federal infrastructure spending would be incrementally positive for them. The same goes for United Rentals (URI), Herc Holdings (HRI), and WillScot Mobile Mini (WSC), which rent out construction equipment. But their shares, too, are trading at valuations that leave little room for error.\nWater infrastructure gets $55 billion in the draft bill, aimed at replacing lead pipes, improving filtration systems, and cleaning up drinking water at schools and homes. Xylem (XYL) and Evoqua Water Technologies ( AQUA ) are two companies to watch; they sell treatment equipment, pumps, valves, and provide related services. Emerson Electric (EMR), Eaton (ETN), and Hubbell (HUBB) could see additional revenue, due to the $65 billion allocated to power infrastructure. But, again, it’s not a game-changer for the stocks.\nFinally, the bill includes $7.5 billion for electric vehicle infrastructure, including $2.5 billion for charging. That’s not much relative to other allocations, but it is meaningful for a nascent industry. Newly public EV charging companies such as EVgo (EVGO), ChargePoint (CHPT), and Blink Charging (BLNK) are expected to have combined sales of less than $200 million this year. Expect sales to grow if the Democrats’ reconciliation bill passes; it includes hundreds of billions of dollars in additional climate-change-related spending, which could boost EV adoption.\nThe iShares U.S. Infrastructure exchange-traded fund (IFRA) has returned 47% in the past year, about 13 points ahead of the S&P 500. Assuming the infrastructure bill passes the House, investors will have to choose their spots carefully.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886274917,"gmtCreate":1631601125139,"gmtModify":1676530586717,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Avoid GS.","listText":"Avoid GS.","text":"Avoid GS.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/886274917","repostId":"1141290411","repostType":4,"repost":{"id":"1141290411","kind":"news","pubTimestamp":1631591077,"share":"https://ttm.financial/m/news/1141290411?lang=&edition=fundamental","pubTime":"2021-09-14 11:44","market":"us","language":"en","title":"Here are two large tech stocks to avoid, according to Goldman Sachs","url":"https://stock-news.laohu8.com/highlight/detail?id=1141290411","media":"Marketwatch","summary":"There’s still some opportunity among large-cap internet stocks, but investors should steer clear of ","content":"<p>There’s still some opportunity among large-cap internet stocks, but investors should steer clear of two names, according to Goldman Sachs.</p>\n<p>Goldman’s Eric Sheridan initiated coverage of 17 larger-capitalization internet stocks late Sunday and assigned sell ratings to Airbnb Inc.ABNBand Twitter Inc.TWTRshares. Airbnb’s stock is off 2.8% in Monday trading, while Twitter’s is down 3.4%.</p>\n<p>While Sheridan expects that Airbnb will continue to outgrow the broader online travel industry over the next five years, he sees a negative risk-reward balance on the stock.</p>\n<p>Sheridan wrote that investors seem to have high conviction that Airbnb will benefit from a “new normal” for travel given the emergence of more flexible work/life structures, meaning that they would be able to travel more freely and spend more time at their destinations. But he’s “not yet convinced of that outcome having a high probability” and argues that significant investor optimism about this dynamic is already priced into Airbnb’s stock.</p>\n<p>He set a $132 price target on the stock, which changed hands just above $160 as of midday Monday.</p>\n<p>Sheridan also worries about the risk/reward trade-off on Twitter, writing that he thinks the advertising recovery is priced into the shares.</p>\n<p>Another key issue for Twitter is whether the company can successfully use new features like audio rooms, newsletters, and tip jars to boost engagement and monetization. Twitter has been increasing the pace of feature introductions recently after gaining a reputation for being slow on innovation, but “the probability of success of these platform evolutions remains an open question,” Sheridan wrote.</p>\n<p>He set a $60 price target for the stock, which recently changed hands at $59.44.</p>\n<p>Sheridan was more upbeat on other elements of the internet universe, assigning buy ratings to shares of Amazon.com Inc.&nbsp;,Facebook Inc.&nbsp;,Alphabet Inc.&nbsp;,Snap Inc.&nbsp;,Uber Technologies Inc.&nbsp;,Lyft Inc.&nbsp;,and Expedia Group Inc.</p>\n<p>He is neutral on shares of Pinterest Inc.&nbsp;,Chewy Inc.&nbsp;,Netflix Inc.&nbsp;,Peloton Interactive Inc.&nbsp;,Spotify Technology,Booking Holdings Inc.&nbsp;,and DoorDash Inc.&nbsp;</p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here are two large tech stocks to avoid, according to Goldman Sachs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere are two large tech stocks to avoid, according to Goldman Sachs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-14 11:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/here-are-two-large-tech-stocks-to-avoid-according-to-goldman-sachs-11631550925?mod=newsviewer_click><strong>Marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There’s still some opportunity among large-cap internet stocks, but investors should steer clear of two names, according to Goldman Sachs.\nGoldman’s Eric Sheridan initiated coverage of 17 larger-...</p>\n\n<a href=\"https://www.marketwatch.com/story/here-are-two-large-tech-stocks-to-avoid-according-to-goldman-sachs-11631550925?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","TWTR":"Twitter"},"source_url":"https://www.marketwatch.com/story/here-are-two-large-tech-stocks-to-avoid-according-to-goldman-sachs-11631550925?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1141290411","content_text":"There’s still some opportunity among large-cap internet stocks, but investors should steer clear of two names, according to Goldman Sachs.\nGoldman’s Eric Sheridan initiated coverage of 17 larger-capitalization internet stocks late Sunday and assigned sell ratings to Airbnb Inc.ABNBand Twitter Inc.TWTRshares. Airbnb’s stock is off 2.8% in Monday trading, while Twitter’s is down 3.4%.\nWhile Sheridan expects that Airbnb will continue to outgrow the broader online travel industry over the next five years, he sees a negative risk-reward balance on the stock.\nSheridan wrote that investors seem to have high conviction that Airbnb will benefit from a “new normal” for travel given the emergence of more flexible work/life structures, meaning that they would be able to travel more freely and spend more time at their destinations. But he’s “not yet convinced of that outcome having a high probability” and argues that significant investor optimism about this dynamic is already priced into Airbnb’s stock.\nHe set a $132 price target on the stock, which changed hands just above $160 as of midday Monday.\nSheridan also worries about the risk/reward trade-off on Twitter, writing that he thinks the advertising recovery is priced into the shares.\nAnother key issue for Twitter is whether the company can successfully use new features like audio rooms, newsletters, and tip jars to boost engagement and monetization. Twitter has been increasing the pace of feature introductions recently after gaining a reputation for being slow on innovation, but “the probability of success of these platform evolutions remains an open question,” Sheridan wrote.\nHe set a $60 price target for the stock, which recently changed hands at $59.44.\nSheridan was more upbeat on other elements of the internet universe, assigning buy ratings to shares of Amazon.com Inc. ,Facebook Inc. ,Alphabet Inc. ,Snap Inc. ,Uber Technologies Inc. ,Lyft Inc. ,and Expedia Group Inc.\nHe is neutral on shares of Pinterest Inc. ,Chewy Inc. ,Netflix Inc. ,Peloton Interactive Inc. ,Spotify Technology,Booking Holdings Inc. ,and DoorDash Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163641237,"gmtCreate":1623884566029,"gmtModify":1703822251417,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Jialak.","listText":"Jialak.","text":"Jialak.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/163641237","repostId":"2144270718","repostType":4,"repost":{"id":"2144270718","kind":"news","pubTimestamp":1623879249,"share":"https://ttm.financial/m/news/2144270718?lang=&edition=fundamental","pubTime":"2021-06-17 05:34","market":"us","language":"en","title":"Fed Sees Two Rate Hikes by End of 2023, Inches Towards Taper","url":"https://stock-news.laohu8.com/highlight/detail?id=2144270718","media":"Bloomberg","summary":"Thirteen of 18 officials see at least one rate hike in 2023\nPowell says Fed to begin discussing scal","content":"<ul>\n <li>Thirteen of 18 officials see at least one rate hike in 2023</li>\n <li>Powell says Fed to begin discussing scaling back bond buying</li>\n</ul>\n<p>Federal Reserve officials sped up their expected pace of policy tightening amid optimism about the labor market and heightened concerns for inflation.</p>\n<p>Fed Chair Jerome Powell told a press conference Wednesday that officials would begin a discussion about scaling back bond purchases used to support financial markets and the economy during the pandemic.</p>\n<p>They also released forecasts that show they anticipate two interest-rate increases by the end of 2023 -- sooner than many thought -- and they upgraded estimates for inflation for the next three years.</p>\n<p>“The economy has clearly made progress,” Powell said after a two-day gathering of the Federal Open Market Committee. “You can think of this meeting as the talking-about-talking-about meeting, if you like,” he added, referring to the discussion about tapering purchases.</p>\n<p><img src=\"https://static.tigerbbs.com/b2eca74e7277de2e0f189f2489e9069e\" tg-width=\"1367\" tg-height=\"616\"></p>\n<p>The central bank&nbsp;held the target range&nbsp;for its benchmark policy rate unchanged at zero to 0.25%, where it’s been since March 2020, and maintained the $120 billion pace of its monthly bond purchases. The Federal Open Market Committee vote was unanimous.</p>\n<p>The more aggressive signal from the Fed’s forecasts saw the dollar rise, stocks decline and yields on 10-year Treasuries jump.</p>\n<p>“It’s a hawkish surprise,” said Thomas Costerg, senior U.S. economist at Pictet Wealth Management, referring to the rate projections. “We are looking at a Fed that seems positively surprised by the speed of vaccinations and the ongoing withdrawal of social-distancing measures.”</p>\n<p>The quarterly projections showed 13 of 18 officials favored at least one rate increase by the end of 2023, versus seven in March. Eleven officials saw at least two hikes by the end of that year. In addition, seven of them saw a move as early as 2022, up from four.</p>\n<p>“The dots should be taken with a big grain of salt,” Powell said, referring to the interest-rate forecasts. He cautioned that discussions about raising rates would be “highly premature.”</p>\n<p>The Fed marked up its inflation forecasts through the end of 2023. Officials see their preferred measure of price pressures rising 3.4% in 2021 compared with a March projection of 2.4%. The 2022 forecast rose to 2.1% from 2%, and the 2023 estimate was raised to 2.2% from 2.1%.</p>\n<p>Consumer-price pressures have proven hotter than expected over the last two months. Labor Department figures showed a 0.8% jump in prices in April and a 0.6% rise in May, marking the two biggest monthly increases since 2009.</p>\n<p><img src=\"https://static.tigerbbs.com/b6a86414293205edfd0f505fd64c5ef7\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>“As the reopening continues, shifts in demand can be large and rapid, and bottlenecks, hiring difficulties and other constraints could continue to limit how quickly supply can adjust -- raising the possibility that inflation could turn out to be higher and more persistent than we expect,” Powell said.</p>\n<p>Labor Department reports on employment published since the last gathering of the FOMC in late April, on the other hand, have disappointed relative to forecasters’ expectations. The U.S. unemployment rate was still elevated at 5.8% in May, with total employment still millions of jobs below pre-pandemic levels.</p>\n<p>Even so, the FOMC median projection for unemployment in the fourth quarter of 2021 was unchanged at 4.5%, and the median estimate for the same quarter a year later was marked down to 3.8% from 3.9%. The 2023 forecast was held at 3.5%.</p>\n<p>“I am confident that we are on a path to a very strong labor market,” Powell told reporters. “We learned during the course of the last very long expansion, the longest in our history, that labor supply during a long expansion can exceed expectations.”</p>\n<p><b>GDP Forecasts</b></p>\n<p>The U.S. economic recovery is gathering strength as business restrictions lift and social activity increases across the country. Robust demand from consumers and businesses alike has outstripped capacity, leading to bottlenecks in the supply chain, longer lead times and higher prices.</p>\n<p>Fed officials have said such “fits and starts” are to be expected given the unprecedented nature of the pandemic and expressed optimism about the outlook for the second half of the year as more Americans get vaccinated.</p>\n<p>The FOMC raised its projections for economic growth. Gross domestic product was seen expanding 7% this year, up from a prior projection of 6.5%. It maintained the 2022 expansion forecast at 3.3% and raised the 2023 estimate to 2.4% from March’s 2.2%.</p>","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>Fed Sees Two Rate Hikes by End of 2023, Inches Towards Taper</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\">\nFed Sees Two Rate Hikes by End of 2023, Inches Towards Taper\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 05:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-16/fed-holds-rates-at-zero-projects-two-hikes-by-the-end-of-2023?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thirteen of 18 officials see at least one rate hike in 2023\nPowell says Fed to begin discussing scaling back bond buying\n\nFederal Reserve officials sped up their expected pace of policy tightening ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-16/fed-holds-rates-at-zero-projects-two-hikes-by-the-end-of-2023?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-16/fed-holds-rates-at-zero-projects-two-hikes-by-the-end-of-2023?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144270718","content_text":"Thirteen of 18 officials see at least one rate hike in 2023\nPowell says Fed to begin discussing scaling back bond buying\n\nFederal Reserve officials sped up their expected pace of policy tightening amid optimism about the labor market and heightened concerns for inflation.\nFed Chair Jerome Powell told a press conference Wednesday that officials would begin a discussion about scaling back bond purchases used to support financial markets and the economy during the pandemic.\nThey also released forecasts that show they anticipate two interest-rate increases by the end of 2023 -- sooner than many thought -- and they upgraded estimates for inflation for the next three years.\n“The economy has clearly made progress,” Powell said after a two-day gathering of the Federal Open Market Committee. “You can think of this meeting as the talking-about-talking-about meeting, if you like,” he added, referring to the discussion about tapering purchases.\n\nThe central bank held the target range for its benchmark policy rate unchanged at zero to 0.25%, where it’s been since March 2020, and maintained the $120 billion pace of its monthly bond purchases. The Federal Open Market Committee vote was unanimous.\nThe more aggressive signal from the Fed’s forecasts saw the dollar rise, stocks decline and yields on 10-year Treasuries jump.\n“It’s a hawkish surprise,” said Thomas Costerg, senior U.S. economist at Pictet Wealth Management, referring to the rate projections. “We are looking at a Fed that seems positively surprised by the speed of vaccinations and the ongoing withdrawal of social-distancing measures.”\nThe quarterly projections showed 13 of 18 officials favored at least one rate increase by the end of 2023, versus seven in March. Eleven officials saw at least two hikes by the end of that year. In addition, seven of them saw a move as early as 2022, up from four.\n“The dots should be taken with a big grain of salt,” Powell said, referring to the interest-rate forecasts. He cautioned that discussions about raising rates would be “highly premature.”\nThe Fed marked up its inflation forecasts through the end of 2023. Officials see their preferred measure of price pressures rising 3.4% in 2021 compared with a March projection of 2.4%. The 2022 forecast rose to 2.1% from 2%, and the 2023 estimate was raised to 2.2% from 2.1%.\nConsumer-price pressures have proven hotter than expected over the last two months. Labor Department figures showed a 0.8% jump in prices in April and a 0.6% rise in May, marking the two biggest monthly increases since 2009.\n\n“As the reopening continues, shifts in demand can be large and rapid, and bottlenecks, hiring difficulties and other constraints could continue to limit how quickly supply can adjust -- raising the possibility that inflation could turn out to be higher and more persistent than we expect,” Powell said.\nLabor Department reports on employment published since the last gathering of the FOMC in late April, on the other hand, have disappointed relative to forecasters’ expectations. The U.S. unemployment rate was still elevated at 5.8% in May, with total employment still millions of jobs below pre-pandemic levels.\nEven so, the FOMC median projection for unemployment in the fourth quarter of 2021 was unchanged at 4.5%, and the median estimate for the same quarter a year later was marked down to 3.8% from 3.9%. The 2023 forecast was held at 3.5%.\n“I am confident that we are on a path to a very strong labor market,” Powell told reporters. “We learned during the course of the last very long expansion, the longest in our history, that labor supply during a long expansion can exceed expectations.”\nGDP Forecasts\nThe U.S. economic recovery is gathering strength as business restrictions lift and social activity increases across the country. Robust demand from consumers and businesses alike has outstripped capacity, leading to bottlenecks in the supply chain, longer lead times and higher prices.\nFed officials have said such “fits and starts” are to be expected given the unprecedented nature of the pandemic and expressed optimism about the outlook for the second half of the year as more Americans get vaccinated.\nThe FOMC raised its projections for economic growth. Gross domestic product was seen expanding 7% this year, up from a prior projection of 6.5%. It maintained the 2022 expansion forecast at 3.3% and raised the 2023 estimate to 2.4% from March’s 2.2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370394573,"gmtCreate":1618549756792,"gmtModify":1704712596668,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Omg.","listText":"Omg.","text":"Omg.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/370394573","repostId":"1184470866","repostType":4,"repost":{"id":"1184470866","kind":"news","pubTimestamp":1618530196,"share":"https://ttm.financial/m/news/1184470866?lang=&edition=fundamental","pubTime":"2021-04-16 07:43","market":"us","language":"en","title":"Dow jumps 300 points to top 34,000 for the first time amid blowout economic data","url":"https://stock-news.laohu8.com/highlight/detail?id=1184470866","media":"CNBC","summary":"U.S. stocks climbed to record levels on Thursday after key companies reported strong earnings and fr","content":"<div>\n<p>U.S. stocks climbed to record levels on Thursday after key companies reported strong earnings and fresh economic data pointed to a rebound in consumer spending and the jobs market.\nThe Dow Jones ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/14/stock-futures-inch-higher-after-sp-500-retreats-from-record.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 jumps 300 points to top 34,000 for the first time amid blowout economic data</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 jumps 300 points to top 34,000 for the first time amid blowout economic data\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 07:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/14/stock-futures-inch-higher-after-sp-500-retreats-from-record.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks climbed to record levels on Thursday after key companies reported strong earnings and fresh economic data pointed to a rebound in consumer spending and the jobs market.\nThe Dow Jones ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/14/stock-futures-inch-higher-after-sp-500-retreats-from-record.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","NFLX":"奈飞",".SPX":"S&P 500 Index","COIN":"Coinbase Global, Inc.","AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/04/14/stock-futures-inch-higher-after-sp-500-retreats-from-record.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1184470866","content_text":"U.S. stocks climbed to record levels on Thursday after key companies reported strong earnings and fresh economic data pointed to a rebound in consumer spending and the jobs market.\nThe Dow Jones Industrial Average rose 305.10 points, or 0.9%, to a record close of 34,035.99, marking the first time the blue-chip benchmark has crossed the 34,000 milestone. The S&P 500 gained 1.1% to 4,170.42, also reaching a record high. The Nasdaq Composite advanced 1.3% to 14,038.76.\nTechnology shares rebounded as bond yields fell. The so-called FAANG stocks – Facebook, Amazon, Apple, Netflix and Alphabet – all climbed more than 1%. The 10-year Treasury yield dropped 8 basis points below 1.56%. Earlier in the year, higher rates caused investors to dump growth-oriented stocks.\nRetail sales surged 9.8% in March as additional stimulus sent consumer spending soaring, the Commerce Department reported Thursday. That number topped the Dow Jones estimate of a 6.1% gain.\nA separate report on Thursday showed that first-time filings for unemployment insurance dropped to the lowest level since March 2020. The Labor Department reported 576,000 new jobless claims for the week ended April 10. Economists polled by Dow Jones expected a total of 710,000.\n“Although 34,000 by itself is just another number, this is a monumental feat when you think back to where we were last year at this time,” said Ryan Detrick, chief market strategist at LPL Financial. “The speed and resiliency of this economic recovery is unlike anything we’ve ever seen and it helps to justify stocks at all-time highs.”\nShares of UnitedHealth, a Dow member, gained 3.8% after results topped the Street’s forecasts and the health insurer raised guidance for 2021.\nPepsi shares added 0.1% after the consumer snack and drink maker said sales last quarter rose nearly 7%, topping estimates.\nThe market has been grinding higher to reach new records in recent sessions amid the economic reopening and trillions of dollars in stimulus. The S&P 500 has gained 11% in 2021 with energy and financials up the most year to date.\n“I am incredibly bullish on the markets, and you are right to be worried about our deficits,” Larry Fink, BlackRock CEO, said in an interview on “Squawk Box.”“If we don’t have economic growth that is sustainable over the next 10 years — our deficits are going to matter and they are going to elevate interest rates ... I believe because of monetary stimulus, fiscal stimulus, cash on the sidelines, earnings, markets are okay. Markets are going to continue to be stronger.”\nShares of Citigroup erased earlier gains and fell 0.5% The bank posted results that beat analysts’ estimates for first-quarter profit with strong investment banking revenue and a bigger-than-expected release of loan-loss reserves.\nBank of America shares rose as earnings last quarter blew past the Street on booming trading and investment banking results as well the release of loan-loss reserves. The shares dipped 2.9%, however.\nNewly public crypto exchange Coinbase rolled over and closed the day down 1.7% in volatile trading. The stock got a boost earlier after it was revealed Ark Invest’s Cathie Wood loaded up on the first day of trading.\nOn Tuesday, the Food and Drug Administration called for a pause in administering J&J’s Covid-19 vaccine after six people in the U.S. developed a rare disorder involving blood clots. The announcement triggered a sell-off in reopening plays earlier in the week, but is not expected to have a material impact on the pace of the U.S. vaccine rollout.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062576204,"gmtCreate":1652090901208,"gmtModify":1676535027154,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>hhahaha","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>hhahaha","text":"$Tesla Motors(TSLA)$hhahaha","images":[{"img":"https://community-static.tradeup.com/news/7a6a42d230b67f5787e10dec26b8bb1e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062576204","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580625969745490","authorId":"3580625969745490","name":"boonchong","avatar":"https://static.tigerbbs.com/49aa77ad0af13cd80f20edbad1234522","crmLevel":2,"crmLevelSwitch":1,"idStr":"3580625969745490","authorIdStr":"3580625969745490"},"content":"advisable to set stop loss at 700","text":"advisable to set stop loss at 700","html":"advisable to set stop loss at 700"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9005738529,"gmtCreate":1642402960234,"gmtModify":1676533708081,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Rocky mountain.","listText":"Rocky mountain.","text":"Rocky mountain.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005738529","repostId":"2203192728","repostType":4,"repost":{"id":"2203192728","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":1642375676,"share":"https://ttm.financial/m/news/2203192728?lang=&edition=fundamental","pubTime":"2022-01-17 07:27","market":"us","language":"en","title":"Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2203192728","media":"Reuters","summary":"A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.The S&P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&P 500    has fallen 2.7%.Tech bulls hope a s","content":"<html><head></head><body><p>A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.</p><p>The S&amp;P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&amp;P 500    has fallen 2.7%.</p><p>Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.</p><p>As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.</p><p>&#34;Given the performance of these tech names here recently, will earnings be a savior for them?&#34; said Walter Todd, chief investment officer at Greenwood Capital. &#34;Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.&#34;</p><p>Fourth-quarter results season kicks into high gear this week, with overall S&amp;P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy&#39;s rebound from pandemic lockdowns in 2020.</p><p>Companies in the S&amp;P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&amp;P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.</p><p>Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.</p><p>&#34;To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,&#34; she said.</p><p>The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&amp;P 500, according to Refinitiv Datstream.</p><p>Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched &#34;FAANG&#34; group of large growth companies. Investors will watch the streaming giant&#39;s plans for generating content and its outlook for subscribers.</p><p>“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.</p><p>Among the tech and growth names that have struggled in January are <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>    and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com   , both down about 9%, and DocuSign   , which has dropped about 15%.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.</p><p>Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.</p><p>Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, &#34;suggesting only a modest further move in longer-term yields,&#34; while &#34;the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.&#34;</p><p>The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.</p><p>A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.</p><p><b>Week ahead</b></p><p>U.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.</p><p><b>Notable U.S. corporate earnings</b></p><p><b>TUESDAY:</b></p><p>Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKR</p><p><b>WEDNESDAY:</b></p><p>Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter &amp; Gamble PG, Kinder Morgan KMI, Fastenal Co. FAST</p><p><b>THURSDAY:</b></p><p>Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEY</p><p><b>FRIDAY:</b></p><p>Schlumberger SLB, Huntington Bancshares Inc. HBAN</p><p>U.S. economic reports</p><p><b>Tuesday</b></p><p>Empire State manufacturing index for January due at 8:30 a.m. ET</p><p>NAHB home builders index for January at 10 a.m.</p><p><b>Wednesday</b></p><p>Building permits and starts for December at 8:30 a.m.</p><p>Philly Fed Index for January at 8:30 a.m.</p><p><b>Thursday</b></p><p>Initial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.</p><p>Existing home sales for December at 10 a.m.</p><p>The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.</p><p>&#34;This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year</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 St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year\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\">2022-01-17 07:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.</p><p>The S&amp;P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&amp;P 500    has fallen 2.7%.</p><p>Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.</p><p>As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.</p><p>&#34;Given the performance of these tech names here recently, will earnings be a savior for them?&#34; said Walter Todd, chief investment officer at Greenwood Capital. &#34;Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.&#34;</p><p>Fourth-quarter results season kicks into high gear this week, with overall S&amp;P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy&#39;s rebound from pandemic lockdowns in 2020.</p><p>Companies in the S&amp;P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&amp;P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.</p><p>Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.</p><p>&#34;To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,&#34; she said.</p><p>The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&amp;P 500, according to Refinitiv Datstream.</p><p>Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched &#34;FAANG&#34; group of large growth companies. Investors will watch the streaming giant&#39;s plans for generating content and its outlook for subscribers.</p><p>“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.</p><p>Among the tech and growth names that have struggled in January are <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>    and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com   , both down about 9%, and DocuSign   , which has dropped about 15%.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.</p><p>Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.</p><p>Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, &#34;suggesting only a modest further move in longer-term yields,&#34; while &#34;the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.&#34;</p><p>The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.</p><p>A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.</p><p><b>Week ahead</b></p><p>U.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.</p><p><b>Notable U.S. corporate earnings</b></p><p><b>TUESDAY:</b></p><p>Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKR</p><p><b>WEDNESDAY:</b></p><p>Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter &amp; Gamble PG, Kinder Morgan KMI, Fastenal Co. FAST</p><p><b>THURSDAY:</b></p><p>Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEY</p><p><b>FRIDAY:</b></p><p>Schlumberger SLB, Huntington Bancshares Inc. HBAN</p><p>U.S. economic reports</p><p><b>Tuesday</b></p><p>Empire State manufacturing index for January due at 8:30 a.m. ET</p><p>NAHB home builders index for January at 10 a.m.</p><p><b>Wednesday</b></p><p>Building permits and starts for December at 8:30 a.m.</p><p>Philly Fed Index for January at 8:30 a.m.</p><p><b>Thursday</b></p><p>Initial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.</p><p>Existing home sales for December at 10 a.m.</p><p>The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.</p><p>&#34;This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","CRM":"赛富时","DOCU":"Docusign","NFLX":"奈飞","TSLA":"特斯拉","ADBE":"Adobe","NVDA":"英伟达","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203192728","content_text":"A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.The S&P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&P 500    has fallen 2.7%.Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.\"Given the performance of these tech names here recently, will earnings be a savior for them?\" said Walter Todd, chief investment officer at Greenwood Capital. \"Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.\"Fourth-quarter results season kicks into high gear this week, with overall S&P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy's rebound from pandemic lockdowns in 2020.Companies in the S&P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.\"To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,\" she said.The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&P 500, according to Refinitiv Datstream.Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched \"FAANG\" group of large growth companies. Investors will watch the streaming giant's plans for generating content and its outlook for subscribers.“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.Among the tech and growth names that have struggled in January are Adobe    and Salesforce.com   , both down about 9%, and DocuSign   , which has dropped about 15%.The ARK Innovation ETF   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, \"suggesting only a modest further move in longer-term yields,\" while \"the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.\"The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.Week aheadU.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.Notable U.S. corporate earningsTUESDAY:Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKRWEDNESDAY:Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter & Gamble PG, Kinder Morgan KMI, Fastenal Co. FASTTHURSDAY:Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEYFRIDAY:Schlumberger SLB, Huntington Bancshares Inc. HBANU.S. economic reportsTuesdayEmpire State manufacturing index for January due at 8:30 a.m. ETNAHB home builders index for January at 10 a.m.WednesdayBuilding permits and starts for December at 8:30 a.m.Philly Fed Index for January at 8:30 a.m.ThursdayInitial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.Existing home sales for December at 10 a.m.The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.\"This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.","news_type":1},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157910364,"gmtCreate":1625559326158,"gmtModify":1703743700834,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Dun bluff.","listText":"Dun bluff.","text":"Dun bluff.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/157910364","repostId":"2149033827","repostType":4,"repost":{"id":"2149033827","kind":"highlight","pubTimestamp":1625542083,"share":"https://ttm.financial/m/news/2149033827?lang=&edition=fundamental","pubTime":"2021-07-06 11:28","market":"us","language":"en","title":"3 Top Stocks That'll Make You Richer in the Second Half of 2021 (and Beyond)","url":"https://stock-news.laohu8.com/highlight/detail?id=2149033827","media":"Motley Fool","summary":"This mix of growth and value stocks can make investors a boatload of money.","content":"<p>If there's one lesson the stock market is always willing to teach, it's that patience pays off. Despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great Recession, and the coronavirus crash, the benchmark <b>S&amp;P 500</b> has delivered an average annual total return of more than 11% since the beginning of 1980.</p>\n<p>Patience can pay off for you, as well, if you put your money to work in game-changing businesses and allow your investment thesis to play out over time. As we move into the second-half of 2021, the following trio of top stocks has the potential to make you a lot richer.<img src=\"https://static.tigerbbs.com/eb8db31ebee93b248d65ac685c65dbac\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></h2>\n<p>If growth stocks tickle your fancy, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the best investments you can make right now for the second half of 2021, and well beyond, is cloud-based customer relationship management (CRM) software provider <b>salesforce.com</b> (NYSE:CRM).</p>\n<p>CRM software is used by consumer-facing businesses to optimize interactions and sales. It helps with real-time information logging, overseeing service and product issues, managing online marketing campaigns, and can offer predictive analysis of what existing clients might buy a new product or service. It's a sustainable double-digit growth opportunity that's been a no-brainer tool used by service-oriented industries, but is becoming more widely used by healthcare, financial, and industrial companies.</p>\n<p>Salesforce is the king of the mountain when it comes to cloud-based CRM. According to estimates from IDC, salesforce nearly controlled 20% of global CRM revenue share in the first-half of 2020. That nearly quadruples its next-closest competitor, and it <i>is</i> more than the four closest competitors, combined.</p>\n<p>In addition to growing its business organically, salesforce has a rich history of making smart acquisitions. Some of its most successful include purchasing Tableau Software in 2019, and MuleSoft in 2018. The latter is responsible for powering the Salesforce Integration Cloud, while the former is a data treasure trove that helps businesses gain a deeper understanding of their customers.</p>\n<p>The newest deal, tallying $27.7 billion, is for cloud-based enterprise communications platform <b><a href=\"https://laohu8.com/S/WORK\">Slack Technologies</a></b>. This deal will allow the company to cross-sell its suite of CRM support solutions to Slack's bevy of small-and-medium-sized businesses.</p>\n<p>This combination of market share dominance, organic growth, and acquisitions has salesforce growing at 20% or more annually. Per CEO Marc Benioff, salesforce is on track to hit a goal of $50 billion in annual sales by fiscal 2026 (up from $21.3 billion in fiscal 2021). This is growth and dominance investors can trust.</p>\n<p><img src=\"https://static.tigerbbs.com/37d129c37c1dfcde03e04fddc2f9a834\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2>SSR Mining</h2>\n<p>Don't worry, value investors, I haven't forgotten about you. A second top stock that can make you a lot richer in the latter half of 2021 (and beyond) is precious-metal miner <b>SSR Mining</b> (NASDAQ:SSRM).</p>\n<p>Roughly 10 years ago, gold and silver were soaring and precious-metal miners were liberally spending on new projects, existing mine expansions, and acquisitions. After the price of gold peaked, many were left with less-than-stellar balance sheets. That's not been the case with SSR Mining.</p>\n<p>Last year, SSR completed a merger of equals with Turkey's Alacer Gold. This effectively combined SSR's Marigold and Seabee gold mines, and its silver-producing Puna operations in Argentina, with Alacer's Copler gold mine. Altogether, these four producing assets should yield between 700,000 gold equivalent ounces (GEO) and 800,000 GEO annually for the next five years, if not longer. Prior to the deal, SSR was producing a little north of 400,000 GEO annually.</p>\n<p>Here's the thing: Whereas most gold stocks have scrambled to pay down debt, SSR is sitting on a net cash balance of around $400 million, as of the end of March 2021. The roughly $450 million the company is expecting to generate in annual free cash flow has allowed it to begin paying a $0.05 quarterly dividend, as well as institute a $150 million share buyback program.</p>\n<p>In addition to improved output, a dividend, and a share buyback program, SSR Mining should benefit from stronger precious-metal prices. The Federal Reserve continues to hold off on raising historically low lending rates, while the prospect for longer-term inflation is climbing. Both scenarios point to investors continuing to flock to gold as a potential store of value.</p>\n<p>Just how cheap is SSR Mining? Shares can currently be purchased for less than 9 times Wall Street's forward-year earnings estimate. Even more telling, SSR is valued at a multiple of 5 times this year's estimated cash flow, which implies a significant discount to a fair valuation, which I'd peg as closer to 10 times cash flow.</p>\n<p><img src=\"https://static.tigerbbs.com/de67cc325c8403c33a12cc0935dcf46f\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2>Trulieve Cannabis</h2>\n<p>A third company that can make investors richer in the second half of 2021 is marijuana stock <b>Trulieve Cannabis</b> (OTC:TCNNF).</p>\n<p>There's no question that cannabis is a sustainable double-digit growth opportunity. But considering the regulatory issues and atrocious balance sheets that accompany most Canadian pot stocks, the U.S. is the smart way to play the cannabis craze. By mid-decade, the U.S. could be bringing in more than $41 billion in annual weed sales, per <a href=\"https://laohu8.com/S/NFC.U\">New Frontier</a> Data.</p>\n<p>What makes multistate operator (MSO) Trulieve so special is how the company has chosen to expand. Many large MSOs have opened retail, cultivation, and processing facilities in as many legalized states as reasonable. As for Trulieve, it has 91 operational retail locations in the U.S., 85 of which are located in medical marijuana-legal Florida. That's right -- it's opened 85 dispensaries in a single state.</p>\n<p>How's that worked out? By blanketing the Sunshine State, Trulieve Cannabis has been able to gobble up 53% of Florida's dried cannabis market share and 49% of its higher-margin cannabinoid oils share. In other words, the company has effectively built up its brand and a loyal customer following without having to break the bank with its marketing budget. As a result, it recently reported its 13th consecutive profitable quarter.</p>\n<p>In May, we learned that the next chapter for Trulieve will entail taking its blueprint to new markets. On May 10, it announced a $2.1 billion deal to acquire MSO <b>Harvest Health &amp; Recreation</b> (OTC:HRVSF). Harvest Health has a five-state focus, one of which includes Florida. Thus, Trulieve will soon have an even larger presence in the Sunshine State. But the big driver of this deal is Harvest's 15 operational dispensaries in Arizona, which legalized adult-use cannabis in November and began sales in January. Nothing would stop Trulieve from becoming a dominant force in Arizona's potential billion-dollar weed market.</p>\n<p>With its rich history of profitability and stunning growth potential, Trulieve Cannabis checks all the right boxes to be a moneymaker for investors.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Stocks That'll Make You Richer in the Second Half of 2021 (and Beyond)</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 Top Stocks That'll Make You Richer in the Second Half of 2021 (and Beyond)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/05/3-top-stocks-make-you-richer-second-half-of-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If there's one lesson the stock market is always willing to teach, it's that patience pays off. Despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/05/3-top-stocks-make-you-richer-second-half-of-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSRM":"SSR Mining Inc","CRM":"赛富时","TCNNF":"Trulieve Cannabis Corporation"},"source_url":"https://www.fool.com/investing/2021/07/05/3-top-stocks-make-you-richer-second-half-of-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149033827","content_text":"If there's one lesson the stock market is always willing to teach, it's that patience pays off. Despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great Recession, and the coronavirus crash, the benchmark S&P 500 has delivered an average annual total return of more than 11% since the beginning of 1980.\nPatience can pay off for you, as well, if you put your money to work in game-changing businesses and allow your investment thesis to play out over time. As we move into the second-half of 2021, the following trio of top stocks has the potential to make you a lot richer.\nImage source: Getty Images.\nSalesforce\nIf growth stocks tickle your fancy, one of the best investments you can make right now for the second half of 2021, and well beyond, is cloud-based customer relationship management (CRM) software provider salesforce.com (NYSE:CRM).\nCRM software is used by consumer-facing businesses to optimize interactions and sales. It helps with real-time information logging, overseeing service and product issues, managing online marketing campaigns, and can offer predictive analysis of what existing clients might buy a new product or service. It's a sustainable double-digit growth opportunity that's been a no-brainer tool used by service-oriented industries, but is becoming more widely used by healthcare, financial, and industrial companies.\nSalesforce is the king of the mountain when it comes to cloud-based CRM. According to estimates from IDC, salesforce nearly controlled 20% of global CRM revenue share in the first-half of 2020. That nearly quadruples its next-closest competitor, and it is more than the four closest competitors, combined.\nIn addition to growing its business organically, salesforce has a rich history of making smart acquisitions. Some of its most successful include purchasing Tableau Software in 2019, and MuleSoft in 2018. The latter is responsible for powering the Salesforce Integration Cloud, while the former is a data treasure trove that helps businesses gain a deeper understanding of their customers.\nThe newest deal, tallying $27.7 billion, is for cloud-based enterprise communications platform Slack Technologies. This deal will allow the company to cross-sell its suite of CRM support solutions to Slack's bevy of small-and-medium-sized businesses.\nThis combination of market share dominance, organic growth, and acquisitions has salesforce growing at 20% or more annually. Per CEO Marc Benioff, salesforce is on track to hit a goal of $50 billion in annual sales by fiscal 2026 (up from $21.3 billion in fiscal 2021). This is growth and dominance investors can trust.\n\nImage source: Getty Images.\nSSR Mining\nDon't worry, value investors, I haven't forgotten about you. A second top stock that can make you a lot richer in the latter half of 2021 (and beyond) is precious-metal miner SSR Mining (NASDAQ:SSRM).\nRoughly 10 years ago, gold and silver were soaring and precious-metal miners were liberally spending on new projects, existing mine expansions, and acquisitions. After the price of gold peaked, many were left with less-than-stellar balance sheets. That's not been the case with SSR Mining.\nLast year, SSR completed a merger of equals with Turkey's Alacer Gold. This effectively combined SSR's Marigold and Seabee gold mines, and its silver-producing Puna operations in Argentina, with Alacer's Copler gold mine. Altogether, these four producing assets should yield between 700,000 gold equivalent ounces (GEO) and 800,000 GEO annually for the next five years, if not longer. Prior to the deal, SSR was producing a little north of 400,000 GEO annually.\nHere's the thing: Whereas most gold stocks have scrambled to pay down debt, SSR is sitting on a net cash balance of around $400 million, as of the end of March 2021. The roughly $450 million the company is expecting to generate in annual free cash flow has allowed it to begin paying a $0.05 quarterly dividend, as well as institute a $150 million share buyback program.\nIn addition to improved output, a dividend, and a share buyback program, SSR Mining should benefit from stronger precious-metal prices. The Federal Reserve continues to hold off on raising historically low lending rates, while the prospect for longer-term inflation is climbing. Both scenarios point to investors continuing to flock to gold as a potential store of value.\nJust how cheap is SSR Mining? Shares can currently be purchased for less than 9 times Wall Street's forward-year earnings estimate. Even more telling, SSR is valued at a multiple of 5 times this year's estimated cash flow, which implies a significant discount to a fair valuation, which I'd peg as closer to 10 times cash flow.\n\nImage source: Getty Images.\nTrulieve Cannabis\nA third company that can make investors richer in the second half of 2021 is marijuana stock Trulieve Cannabis (OTC:TCNNF).\nThere's no question that cannabis is a sustainable double-digit growth opportunity. But considering the regulatory issues and atrocious balance sheets that accompany most Canadian pot stocks, the U.S. is the smart way to play the cannabis craze. By mid-decade, the U.S. could be bringing in more than $41 billion in annual weed sales, per New Frontier Data.\nWhat makes multistate operator (MSO) Trulieve so special is how the company has chosen to expand. Many large MSOs have opened retail, cultivation, and processing facilities in as many legalized states as reasonable. As for Trulieve, it has 91 operational retail locations in the U.S., 85 of which are located in medical marijuana-legal Florida. That's right -- it's opened 85 dispensaries in a single state.\nHow's that worked out? By blanketing the Sunshine State, Trulieve Cannabis has been able to gobble up 53% of Florida's dried cannabis market share and 49% of its higher-margin cannabinoid oils share. In other words, the company has effectively built up its brand and a loyal customer following without having to break the bank with its marketing budget. As a result, it recently reported its 13th consecutive profitable quarter.\nIn May, we learned that the next chapter for Trulieve will entail taking its blueprint to new markets. On May 10, it announced a $2.1 billion deal to acquire MSO Harvest Health & Recreation (OTC:HRVSF). Harvest Health has a five-state focus, one of which includes Florida. Thus, Trulieve will soon have an even larger presence in the Sunshine State. But the big driver of this deal is Harvest's 15 operational dispensaries in Arizona, which legalized adult-use cannabis in November and began sales in January. Nothing would stop Trulieve from becoming a dominant force in Arizona's potential billion-dollar weed market.\nWith its rich history of profitability and stunning growth potential, Trulieve Cannabis checks all the right boxes to be a moneymaker for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157935160,"gmtCreate":1625559258950,"gmtModify":1703743697904,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Buy dip.","listText":"Buy dip.","text":"Buy dip.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/157935160","repostId":"1100461808","repostType":4,"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153095023,"gmtCreate":1624983803462,"gmtModify":1703849575043,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Bought.","listText":"Bought.","text":"Bought.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/153095023","repostId":"1121320099","repostType":4,"repost":{"id":"1121320099","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":1624978930,"share":"https://ttm.financial/m/news/1121320099?lang=&edition=fundamental","pubTime":"2021-06-29 23:02","market":"us","language":"en","title":"AMD stock surged 3% in Tuesday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1121320099","media":"Tiger Newspress","summary":"AMD stock surged 3% on AMD's planned purchase of Xilinx being approved by UK's antitrust authority.X","content":"<p>AMD stock surged 3%&nbsp;on&nbsp;AMD's planned purchase of Xilinx being&nbsp;approved by UK's antitrust authority.Xilinx&nbsp;shares&nbsp;surged&nbsp;2%.</p>\n<p><img src=\"https://static.tigerbbs.com/34ea51d2655a990239ad58f1954a71dd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>AMD's(NASDAQ:AMD)&nbsp;planned $35B acquisition of Xilinx(NASDAQ:XLNX)has been approved by the UK's Competition and Markets Authority.</li>\n <li>The approval was disclosed on the&nbsp;UK CMA's website.</li>\n <li>In May&nbsp;the UK's CMA said it started its inquiry into the proposed deal.</li>\n <li>Earlier this month, Xilinx gained after report that&nbsp;European antitrust reportedly has no issues&nbsp;with AMD deal. The provisional deadline for EU is June 30.</li>\n <li>The deal still is awaiting approval in China.</li>\n</ul>\n<p>In January, the mandatory waiting period required for the FTC and Department of Justice to&nbsp;investigate deals for potential antitrust issues expired.</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>AMD stock surged 3% in Tuesday morning trading</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\">\nAMD stock surged 3% in Tuesday morning trading\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\">2021-06-29 23:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>AMD stock surged 3%&nbsp;on&nbsp;AMD's planned purchase of Xilinx being&nbsp;approved by UK's antitrust authority.Xilinx&nbsp;shares&nbsp;surged&nbsp;2%.</p>\n<p><img src=\"https://static.tigerbbs.com/34ea51d2655a990239ad58f1954a71dd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>AMD's(NASDAQ:AMD)&nbsp;planned $35B acquisition of Xilinx(NASDAQ:XLNX)has been approved by the UK's Competition and Markets Authority.</li>\n <li>The approval was disclosed on the&nbsp;UK CMA's website.</li>\n <li>In May&nbsp;the UK's CMA said it started its inquiry into the proposed deal.</li>\n <li>Earlier this month, Xilinx gained after report that&nbsp;European antitrust reportedly has no issues&nbsp;with AMD deal. The provisional deadline for EU is June 30.</li>\n <li>The deal still is awaiting approval in China.</li>\n</ul>\n<p>In January, the mandatory waiting period required for the FTC and Department of Justice to&nbsp;investigate deals for potential antitrust issues expired.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121320099","content_text":"AMD stock surged 3% on AMD's planned purchase of Xilinx being approved by UK's antitrust authority.Xilinx shares surged 2%.\n\n\nAMD's(NASDAQ:AMD) planned $35B acquisition of Xilinx(NASDAQ:XLNX)has been approved by the UK's Competition and Markets Authority.\nThe approval was disclosed on the UK CMA's website.\nIn May the UK's CMA said it started its inquiry into the proposed deal.\nEarlier this month, Xilinx gained after report that European antitrust reportedly has no issues with AMD deal. The provisional deadline for EU is June 30.\nThe deal still is awaiting approval in China.\n\nIn January, the mandatory waiting period required for the FTC and Department of Justice to investigate deals for potential antitrust issues expired.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195918176,"gmtCreate":1621248523495,"gmtModify":1704354581657,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Green is tumbled?","listText":"Green is tumbled?","text":"Green is tumbled?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/195918176","repostId":"1131806074","repostType":4,"repost":{"id":"1131806074","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":1621238745,"share":"https://ttm.financial/m/news/1131806074?lang=&edition=fundamental","pubTime":"2021-05-17 16:05","market":"us","language":"en","title":"Blockchain Stocks tumbled in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1131806074","media":"Tiger Newspress","summary":"Blockchain Stocks tumbled in  Monday premarket trading.Marathon Digital and Riot Blockchain slipped ","content":"<p>Blockchain Stocks tumbled in &nbsp;Monday&nbsp;premarket trading.Marathon Digital&nbsp;and&nbsp;Riot Blockchain&nbsp;slipped&nbsp;more&nbsp;than&nbsp;10%.</p><p><img src=\"https://static.tigerbbs.com/541bd9f5a8f3da6d222b931205d49f67\" tg-width=\"369\" tg-height=\"486\" 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>Blockchain Stocks tumbled in premarket trading</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\">\nBlockchain Stocks tumbled in premarket trading\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\">2021-05-17 16:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Blockchain Stocks tumbled in &nbsp;Monday&nbsp;premarket trading.Marathon Digital&nbsp;and&nbsp;Riot Blockchain&nbsp;slipped&nbsp;more&nbsp;than&nbsp;10%.</p><p><img src=\"https://static.tigerbbs.com/541bd9f5a8f3da6d222b931205d49f67\" tg-width=\"369\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EBON":"亿邦国际","COIN":"Coinbase Global, Inc.","CAN":"嘉楠科技","XNET":"迅雷","NCTY":"第九城市","SOS":"SOS Limited","MARA":"MARA Holdings","RIOT":"Riot Platforms"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131806074","content_text":"Blockchain Stocks tumbled in  Monday premarket trading.Marathon Digital and Riot Blockchain slipped more than 10%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561582804451218","authorId":"3561582804451218","name":"Ironteam","avatar":"https://static.tigerbbs.com/820ff4e88bef87bdd250ce62ad08f334","crmLevel":5,"crmLevelSwitch":1,"idStr":"3561582804451218","authorIdStr":"3561582804451218"},"content":"The pre-market tumbled. Green was the market closed price last week.","text":"The pre-market tumbled. Green was the market closed price last week.","html":"The pre-market tumbled. Green was the market closed price last week."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108562587,"gmtCreate":1620042831449,"gmtModify":1704337751255,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Noted.","listText":"Noted.","text":"Noted.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/108562587","repostId":"1133315528","repostType":4,"repost":{"id":"1133315528","kind":"news","pubTimestamp":1620042187,"share":"https://ttm.financial/m/news/1133315528?lang=&edition=fundamental","pubTime":"2021-05-03 19:43","market":"us","language":"en","title":"A 10% drop or at least a pause could be looming for the S&P 500. Take shelter in these sectors, says veteran strategist","url":"https://stock-news.laohu8.com/highlight/detail?id=1133315528","media":"MarketWatch","summary":"Legendary investor Warren Buffett told his faithful over the weekend that the U.S. economy is “red h","content":"<p>Legendary investor Warren Buffett told his faithful over the weekend that the U.S. economy is “red hot,” suggesting money in an index fund is better served than picking stocks. That advice comes as investors face what could be a seasonally weak period for equities.</p>\n<p>The “sell in May and go away” adage dictates that from now to October is often a less profitable and more bumpy time for stocks, partly as the weather warms up and big traders spend more time vacationing, leaving behind junior traders and opening the door to volatility.</p>\n<p>A stock hiatus doesn’t seem like a crazy idea right now. Hovering near all-time highs, the S&amp;P 500SPXhas gained for three straight months and the economy is indeed rebounding hard from the pandemic. And pent-up demand for a summer vacation and plenty of vaccines in the U.S., at least, justifies going away for a little while.</p>\n<p>But instead of selling, “curb your enthusiasm” may be better advice to follow for the next six months, says our<b>call of the day</b>from Stifel’s head of institutional equity strategy, Barry Bannister. He predicts the S&amp;P 500 is headed for flat to down 5% to 10% for the next few months.</p>\n<p>He bases that on the “usual seasonality math” that predicted a 26% gain from November to April 30, 2021, while we got a 28% bump. Others have been chiming in on seasonality, such as UBS and LPL Financial who bothurge investors to stick around. Here’s Bannister’s chart:</p>\n<p><img src=\"https://static.tigerbbs.com/0576c02162a56278e017fcb4e61b1d27\" tg-width=\"1259\" tg-height=\"871\">Bannister’s next chart shows how</p>\n<p>His next chart shows this: “A lump-sum of $10,000 (no further contributions) invested in 1950 in the S&amp;P 500 has produced a cumulative return in the 6</p>\n<p>months Nov-1 to the following year’s Apr-30 that is 38 times larger than if invested only in the preceding 6 months May 1 to Oct-31.”</p>\n<p><img src=\"https://static.tigerbbs.com/7f83a6cb9808a84d91079a93eebaccda\" tg-width=\"1260\" tg-height=\"913\">And if things turn out as Bannister expects, he said investors should get investors to get selective about sectors, says Bannister.</p>\n<p>“If May through Oct-2021 is seasonally weak, we note that S&amp;P 500 defensives (staples, healthcare, utilities, telecom services) do typically outperform cyclicals (note cyclicals include technology) in the same period, albeit usually with&nbsp;falling yields. S&amp;P 500 seasonal strength the six months since Nov-1, 2020 also appears to have front-loaded returns, diminishing May-Oct 2021,” he said.</p>\n<p><img src=\"https://static.tigerbbs.com/b6c78a484e65c6e40b1e0a9a05636e9e\" tg-width=\"1259\" tg-height=\"894\">Bannister says if he’s wrong, the “only bubble path” is a much higher price/earnings ratio based on yield repression.” And as for those who “see post-COVID-19 as a ‘Roaring 1920s’ meme,” he noted the market P/E has already reached the Oct-1928 trend-adjusted level, which came just 12 months before the Oct-1929 crash.</p>\n<p><img src=\"https://static.tigerbbs.com/7521a65d7d15bce7deae95818af536bd\" tg-width=\"1260\" tg-height=\"851\"><b>Ethereum is red hot and more data is coming</b></p>\n<p>Taking your eyes off the screens this summer may be less advisable if you’re hot on cryptocurrencies. EthereumETHUSDhas topped $3,000for the first time, with gains outpacing those of bitcoinBTCUSDso far this year. Berkshire Hathaway’s vice chairman Charlie Munger hadnothing good to sayabout cryptos at the shareholder meeting on Saturday.</p>\n<p><img src=\"https://static.tigerbbs.com/8b2c3eb02cf934600c5a66c87eb240e6\" tg-width=\"454\" tg-height=\"210\">Elsewhere, U.S. stock futuresES00are climbing, led by Dow futuresYM00,with Nasdaq futuresNQ00modestly up. European stocksXX:SXXPare rising, with LondonUK:UKXout for a holiday. A bunch of Asian markets were closed, but those that were openfell,as investors fretted about rising COVID-19 cases and low vaccination rates.</p>\n<p>President Joe Biden’s massive proposed spending plan won’t spark inflation, argued Treasury Secretary Janet Yellenon NBC’s “Meet the Press”on Sunday. Federal Reserve Chairman Jerome Powell will be speaking at the Just Economy conference on Monday, discussing community development.</p>\n<p>The Markit final April manufacturing purchasing managers index is on tap, with the Institute for Supply Management’s April manufacturing index and construction spending also ahead, along with auto sales.</p>\n<p>Another busy week for earnings kicks off with do-it-yourself home retailer Lowe’sLOW,makeup giant Estee LauderELand chip supply group ON SemiconductorONexpected to report before the bell on Monday.</p>\n<p>Shares of TeslaTSLAare pitching south after a German trade magazine said production at the electric car maker’s new gigafactory outside Berlinis facing another six-month delay.</p>\n<p>Multinational conglomerate Berkshire HathawayBRKMX:BRKBsaid itswung to a first-quarter profiton stock gains and better results from its insurance business.Among the highlightsfrom Saturday’s shareholder meeting, Chairman and Chief Executive Officer Warren Buffettdefended selling airlines, discussed a“casino”-likestock market, andwarned overspecial-purpose acquisition companies</p>\n<p>Telecoms giant VerizonVZis nearing a deal to sell its Yahoo and AOL internet units to private equity group Apollo Global ManagementAPO,the New York Timesand other media outlets reported, citing sources.</p>\n<p>Epic Games and AppleAAPLwillsquare off in court on Monday. The maker of the popular Fortnite online game has accused the iPhone maker of abusing its App Store for anticompetitive purposes.</p>\n<p>The EU is urging the lifting of restrictions on non-essential travel to the region by vaccinated foreign nationals who hail from a country that has a good epidemiological situation.</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>A 10% drop or at least a pause could be looming for the S&P 500. Take shelter in these sectors, says veteran strategist</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\">\nA 10% drop or at least a pause could be looming for the S&P 500. Take shelter in these sectors, says veteran strategist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 19:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/a-10-drop-or-at-least-a-pause-could-be-looming-for-the-s-p-500-take-shelter-in-these-sectors-says-veteran-strategist-11620041385><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legendary investor Warren Buffett told his faithful over the weekend that the U.S. economy is “red hot,” suggesting money in an index fund is better served than picking stocks. That advice comes as ...</p>\n\n<a href=\"https://www.marketwatch.com/story/a-10-drop-or-at-least-a-pause-could-be-looming-for-the-s-p-500-take-shelter-in-these-sectors-says-veteran-strategist-11620041385\">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","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/a-10-drop-or-at-least-a-pause-could-be-looming-for-the-s-p-500-take-shelter-in-these-sectors-says-veteran-strategist-11620041385","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133315528","content_text":"Legendary investor Warren Buffett told his faithful over the weekend that the U.S. economy is “red hot,” suggesting money in an index fund is better served than picking stocks. That advice comes as investors face what could be a seasonally weak period for equities.\nThe “sell in May and go away” adage dictates that from now to October is often a less profitable and more bumpy time for stocks, partly as the weather warms up and big traders spend more time vacationing, leaving behind junior traders and opening the door to volatility.\nA stock hiatus doesn’t seem like a crazy idea right now. Hovering near all-time highs, the S&P 500SPXhas gained for three straight months and the economy is indeed rebounding hard from the pandemic. And pent-up demand for a summer vacation and plenty of vaccines in the U.S., at least, justifies going away for a little while.\nBut instead of selling, “curb your enthusiasm” may be better advice to follow for the next six months, says ourcall of the dayfrom Stifel’s head of institutional equity strategy, Barry Bannister. He predicts the S&P 500 is headed for flat to down 5% to 10% for the next few months.\nHe bases that on the “usual seasonality math” that predicted a 26% gain from November to April 30, 2021, while we got a 28% bump. Others have been chiming in on seasonality, such as UBS and LPL Financial who bothurge investors to stick around. Here’s Bannister’s chart:\nBannister’s next chart shows how\nHis next chart shows this: “A lump-sum of $10,000 (no further contributions) invested in 1950 in the S&P 500 has produced a cumulative return in the 6\nmonths Nov-1 to the following year’s Apr-30 that is 38 times larger than if invested only in the preceding 6 months May 1 to Oct-31.”\nAnd if things turn out as Bannister expects, he said investors should get investors to get selective about sectors, says Bannister.\n“If May through Oct-2021 is seasonally weak, we note that S&P 500 defensives (staples, healthcare, utilities, telecom services) do typically outperform cyclicals (note cyclicals include technology) in the same period, albeit usually with falling yields. S&P 500 seasonal strength the six months since Nov-1, 2020 also appears to have front-loaded returns, diminishing May-Oct 2021,” he said.\nBannister says if he’s wrong, the “only bubble path” is a much higher price/earnings ratio based on yield repression.” And as for those who “see post-COVID-19 as a ‘Roaring 1920s’ meme,” he noted the market P/E has already reached the Oct-1928 trend-adjusted level, which came just 12 months before the Oct-1929 crash.\nEthereum is red hot and more data is coming\nTaking your eyes off the screens this summer may be less advisable if you’re hot on cryptocurrencies. EthereumETHUSDhas topped $3,000for the first time, with gains outpacing those of bitcoinBTCUSDso far this year. Berkshire Hathaway’s vice chairman Charlie Munger hadnothing good to sayabout cryptos at the shareholder meeting on Saturday.\nElsewhere, U.S. stock futuresES00are climbing, led by Dow futuresYM00,with Nasdaq futuresNQ00modestly up. European stocksXX:SXXPare rising, with LondonUK:UKXout for a holiday. A bunch of Asian markets were closed, but those that were openfell,as investors fretted about rising COVID-19 cases and low vaccination rates.\nPresident Joe Biden’s massive proposed spending plan won’t spark inflation, argued Treasury Secretary Janet Yellenon NBC’s “Meet the Press”on Sunday. Federal Reserve Chairman Jerome Powell will be speaking at the Just Economy conference on Monday, discussing community development.\nThe Markit final April manufacturing purchasing managers index is on tap, with the Institute for Supply Management’s April manufacturing index and construction spending also ahead, along with auto sales.\nAnother busy week for earnings kicks off with do-it-yourself home retailer Lowe’sLOW,makeup giant Estee LauderELand chip supply group ON SemiconductorONexpected to report before the bell on Monday.\nShares of TeslaTSLAare pitching south after a German trade magazine said production at the electric car maker’s new gigafactory outside Berlinis facing another six-month delay.\nMultinational conglomerate Berkshire HathawayBRKMX:BRKBsaid itswung to a first-quarter profiton stock gains and better results from its insurance business.Among the highlightsfrom Saturday’s shareholder meeting, Chairman and Chief Executive Officer Warren Buffettdefended selling airlines, discussed a“casino”-likestock market, andwarned overspecial-purpose acquisition companies\nTelecoms giant VerizonVZis nearing a deal to sell its Yahoo and AOL internet units to private equity group Apollo Global ManagementAPO,the New York Timesand other media outlets reported, citing sources.\nEpic Games and AppleAAPLwillsquare off in court on Monday. The maker of the popular Fortnite online game has accused the iPhone maker of abusing its App Store for anticompetitive purposes.\nThe EU is urging the lifting of restrictions on non-essential travel to the region by vaccinated foreign nationals who hail from a country that has a good epidemiological situation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108562113,"gmtCreate":1620042774732,"gmtModify":1704337752067,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Noted.","listText":"Noted.","text":"Noted.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/108562113","repostId":"1135819410","repostType":4,"repost":{"id":"1135819410","kind":"news","pubTimestamp":1619999342,"share":"https://ttm.financial/m/news/1135819410?lang=&edition=fundamental","pubTime":"2021-05-03 07:49","market":"us","language":"en","title":"Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1135819410","media":"Barrons","summary":"It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their fi","content":"<p>It’s another packed week of earnings reports, with 130 S&amp;P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday:&nbsp;Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.</p><p>On Wednesday,&nbsp;Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings.&nbsp;Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on&nbsp;Friday.</p><p><img src=\"https://static.tigerbbs.com/e1a866fbe5118566e68842053d76e2b9\" tg-width=\"1382\" tg-height=\"750\"></p><p>On the economic calendar this week, the&nbsp;main event will jobs Friday.&nbsp;The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.</p><p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its&nbsp;Services equivalent on Wednesday.</p><p>Enterprise Products Partners&nbsp;and Estée Lauder release earnings.</p><p>Merck and&nbsp;Public Storage&nbsp;hold virtual investor days.</p><p><b>The Census Bureau</b>&nbsp;reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.</p><p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.</p><p><b>Tuesday 5/4</b></p><p>Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.</p><p>Eli Lilly&nbsp;holds a conference call to discuss its sustainability initiatives.</p><p>Union Pacific&nbsp;holds its 2021 virtual investor day.</p><p><b>Wednesday 5/5</b></p><p>Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.</p><p><b>ADP releases</b>&nbsp;its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.</p><p><b>ISM releases</b>&nbsp;its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.</p><p><b>Thursday 5/6</b></p><p>Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and&nbsp;Zoetishold conference calls to discuss quarterly results.</p><p><b>The Department of Labor</b>&nbsp;reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.</p><p><b>The Bureau of Labor</b>&nbsp;Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.</p><p><b>Friday 5/7</b></p><p><b>The Bureau of Labor</b>&nbsp;Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.</p><p>Cigna and&nbsp;<b>Liberty Media</b>&nbsp;report earnings.</p>","source":"lsy1601382232898","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>Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, 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\">\nUber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 07:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday: ...</p>\n\n<a href=\"https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2\">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","TMUS":"T-Mobile US Inc","PYPL":"PayPal","PFE":"辉瑞",".SPX":"S&P 500 Index","GM":"通用汽车",".IXIC":"NASDAQ Composite","UBER":"优步"},"source_url":"https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135819410","content_text":"It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday: Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.On Wednesday, Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings. Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on Friday.On the economic calendar this week, the main event will jobs Friday. The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its Services equivalent on Wednesday.Enterprise Products Partners and Estée Lauder release earnings.Merck and Public Storage hold virtual investor days.The Census Bureau reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.The Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.Tuesday 5/4Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.Eli Lilly holds a conference call to discuss its sustainability initiatives.Union Pacific holds its 2021 virtual investor day.Wednesday 5/5Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.ADP releases its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.ISM releases its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.Thursday 5/6Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and Zoetishold conference calls to discuss quarterly results.The Department of Labor reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.The Bureau of Labor Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.Friday 5/7The Bureau of Labor Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.Cigna and Liberty Media report earnings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371598557,"gmtCreate":1618959148279,"gmtModify":1704717380111,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Own self inspect own self.","listText":"Own self inspect own self.","text":"Own self inspect own self.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/371598557","repostId":"2128847337","repostType":4,"repost":{"id":"2128847337","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":1618932973,"share":"https://ttm.financial/m/news/2128847337?lang=&edition=fundamental","pubTime":"2021-04-20 23:36","market":"us","language":"en","title":"Tesla to launch self inspection over services in China","url":"https://stock-news.laohu8.com/highlight/detail?id=2128847337","media":"Reuters","summary":"BEIJING, April 20 (Reuters) - U.S. electric vehicle maker Tesla Inc will launch self-inspection and ","content":"<p>BEIJING, April 20 (Reuters) - U.S. electric vehicle maker Tesla Inc will launch self-inspection and address customer service issues in China, it said on Weibo late on Tuesday.</p>\n<p>The statement comes after an unhappy customer clambered onto a Tesla car at the Shanghai Auto Show on Monday over a dispute with the company, creating a social media stir and criticism of Tesla from state media.</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>Tesla to launch self inspection over services in China</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla to launch self inspection over services in China\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\">2021-04-20 23:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BEIJING, April 20 (Reuters) - U.S. electric vehicle maker Tesla Inc will launch self-inspection and address customer service issues in China, it said on Weibo late on Tuesday.</p>\n<p>The statement comes after an unhappy customer clambered onto a Tesla car at the Shanghai Auto Show on Monday over a dispute with the company, creating a social media stir and criticism of Tesla from state media.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128847337","content_text":"BEIJING, April 20 (Reuters) - U.S. electric vehicle maker Tesla Inc will launch self-inspection and address customer service issues in China, it said on Weibo late on Tuesday.\nThe statement comes after an unhappy customer clambered onto a Tesla car at the Shanghai Auto Show on Monday over a dispute with the company, creating a social media stir and criticism of Tesla from state media.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357338646,"gmtCreate":1617237292885,"gmtModify":1704697599793,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Up Liao . All the way.","listText":"Up Liao . All the way.","text":"Up Liao . All the way.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/357338646","repostId":"1112506543","repostType":4,"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364883883,"gmtCreate":1614833734442,"gmtModify":1704775803358,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Selling marina bay sands soon?","listText":"Selling marina bay sands soon?","text":"Selling marina bay sands soon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/364883883","repostId":"2116408065","repostType":4,"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079868691,"gmtCreate":1657173168113,"gmtModify":1676535964114,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"themes":[],"htmlText":"Never trust reporters.","listText":"Never trust reporters.","text":"Never trust reporters.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079868691","repostId":"2249546463","repostType":4,"repost":{"id":"2249546463","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":1657149693,"share":"https://ttm.financial/m/news/2249546463?lang=&edition=fundamental","pubTime":"2022-07-07 07:21","market":"us","language":"en","title":"Why a Rally in Growth Stocks Could Signal \"Peak\" Fed Hawkishness Has Passed","url":"https://stock-news.laohu8.com/highlight/detail?id=2249546463","media":"Dow Jones","summary":"If tech can sustain outperformance that will mean the market thinks the Fed has passed 'peak hawkish","content":"<html><head></head><body><p>If tech can sustain outperformance that will mean the market thinks the Fed has passed &#39;peak hawkishness,&#39; according to Sevens Report</p><p>Growth stocks have outperformed value equities recently as investors begin to question if the Federal Reserve has passed peak hawkishness already with its plans to raise rates to combat high inflation.</p><p>Recent bets on fed-funds futures have pointed toward a potential pivot back to rate cuts at some point next year, while 10-year yields on U.S. government debt have fallen below 3%. Corporate bond spreads have widened as recession worries bubble up. But thedecline in Treasury yields appears to be giving a lift to technology and other growth stocks over value-oriented equities.</p><p>&#34;While it&#39;s too early to declare the value outperformance &#39;over,&#39; we do think the outperformance of tech recently is notable, because if it continues that will be a strong signal that the market is now looking past future rates hikes towards eventual rate cuts in 2023,&#34; said Tom Essaye, founder of Sevens Report Research, in a note Wednesday. &#34;If tech can mount sustained outperformance that will tell us the market thinks the Fed has passed &#39;peak hawkishness.&#39;&#34;</p><p>Long-term Treasury yields have been falling recently because investors are worried that the U.S. economy is slowing and &#34;a recession is a distinct possibility,&#34; said Tom Graff, head of investments at Facet Wealth, by phone.</p><p>The yield on the 10-year Treasury note jumped as high as about 3.482% in June, before falling Tuesday to 2.808%--the lowest since May 27 based on 3 p.m. Eastern Time levels, according to Dow Jones Market Data. That compares with a yield of about 1.5% at the end of 2021, when investors were anticipating that the Fed was gearing up to hike its benchmark rate to curb hot inflation.</p><p>The Fed raised its benchmark rate in March for the first time since 2018, lifting it a quarter percentage point from near zero while laying out plans for further increases as inflation was running at the hottest pace in 40 years. Since then, the central bank has become more hawkish, announcing larger rate hikes as the cost of living has remained stubbornly high.</p><p>That has made investors anxious that the Fed risks causing a recession by potentially being too aggressive to bring runaway inflation under control.</p><p>Read:Fed&#39;s Waller backs another jumbo 75 bp interest-rate hike in July</p><p>But now slowing growth has some investors questioning how long the Fed will continue on an aggressive path of monetary tightening, even though it began hiking rates just this year.</p><h2>Recession worries</h2><p>The yield curve spread between 10-year and 2-year Treasury rates briefly inverted on July 5 for the first time since mid-June, another sign that the U.S. may be facing a recession, although this time against a backdrop of declining rates, according to Graff. The yield curve was inverted on Wednesday afternoon, with two-year yields  slightly higher than 10-year rates , FactSet data show.</p><p>In Graff&#39;s view, the corporate bond market also has been flashing recession concerns.</p><p>&#34;Investment-grade corporate spreads are about as wide as they&#39;ve been any time&#34; outside of a  recession in the last 25 years, said Graff. That doesn&#39;t mean there&#39;s &#34;100% odds&#34; of an economic contraction, he said, &#34;but it&#39;s definitely clearly showing credit markets think there&#39;s a risk.&#34;</p><p>Spreads over Treasurys for high-yield debt, or junk bonds, have similarly increased, according to Graff.</p><p>&#34;U.S. corporate bond spreads continue to move higher even though 10-year Treasury yields peaked 3 weeks ago,&#34; said Nicholas Colas, co-founder of DataTrek Research, in a note emailed July 6. &#34;Spreads tend to rise when markets are increasingly uncertain about future corporate cash flows, and that has been the case most of this year.&#34;</p><p>Investors worry about cash flows drying up in an economic slowdown as that may hinder companies from reinvesting in their businesses, or make it more difficult for cash-strapped borrowers to meet their financial obligations.</p><p>The U.S. stock market has sunk this year after a repricing of valuations that looked stretched as rates rose. Growth stocks, including shares of technology-related companies, have taken a steep drop in 2022.The tech-heavy Nasdaq Composite plunged 29.5% during the first half of this year, while the S&amp;P 500 dropped 20.6%.</p><p>Growth stocks are particularly sensitive to rising rates as their anticipated cash flow streams are far out into the future. But with rates recently falling amid recession concerns, they&#39;ve recently been gaining ground after being trounced by value-style bets over a stretch that began late last year.</p><p>Since June 10, the Russell 1000 Growth Index  has eked out a gain of 0.5% through Wednesday,  while the Russell 1000 Value Index  dropped about 3.7% over the same period, FactSet data show.</p><p>Upcoming company earnings reports for the second quarter should give investors a &#34;clearer picture&#34; of what companies expect in terms of demand for their goods and services in the second half of 2022, as well as which direction stocks will be headed, according to Graff.</p><p>&#34;Some amount of earnings slowdown is priced in,&#34; he said of the equities market. &#34;In our view, if earnings are mildly lower in the second half but companies see them rebounding in &#39;23, that&#39;s probably a pretty good outcome for stocks.&#34;</p><p>In prior recessions, the average earnings drop for the S&amp;P 500 was 13%, with the global financial crisis, or GFC, skewing the results, according to Tony DeSpirito, BlackRock&#39;s chief investment officer for U.S. fundamental equities. A chart in his third-quarter outlook report illustrates this finding.</p><p>&#34;We are not calling for a recession, but we are cognizant that the risks of a recession are rising,&#34; DeSpirito said in the note. &#34;The Fed is tightening monetary policy, bringing an end to &#39;easy money&#39; policies,&#34; he said, while 30-year mortgage rates have about doubled since last year to nearly 6% today, inflation is starting to &#34;erode household savings&#34; and &#34;inventories of goods are elevated as both pandemic-induced supply shortages and voracious demand ease.&#34;</p><p>All three major U.S. stock benchmarks ended Wednesday higher after the release of minutes of the Fed&#39;s last policy meeting. The S&amp;P 500  gained 0.4%, while the Nasdaq Composite  rose 0.3% and the Dow Jones Industrial Average  edged up 0.2%, according to Dow Jones Market Data.</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>Why a Rally in Growth Stocks Could Signal \"Peak\" Fed Hawkishness Has Passed</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 a Rally in Growth Stocks Could Signal \"Peak\" Fed Hawkishness Has Passed\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\">2022-07-07 07:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>If tech can sustain outperformance that will mean the market thinks the Fed has passed &#39;peak hawkishness,&#39; according to Sevens Report</p><p>Growth stocks have outperformed value equities recently as investors begin to question if the Federal Reserve has passed peak hawkishness already with its plans to raise rates to combat high inflation.</p><p>Recent bets on fed-funds futures have pointed toward a potential pivot back to rate cuts at some point next year, while 10-year yields on U.S. government debt have fallen below 3%. Corporate bond spreads have widened as recession worries bubble up. But thedecline in Treasury yields appears to be giving a lift to technology and other growth stocks over value-oriented equities.</p><p>&#34;While it&#39;s too early to declare the value outperformance &#39;over,&#39; we do think the outperformance of tech recently is notable, because if it continues that will be a strong signal that the market is now looking past future rates hikes towards eventual rate cuts in 2023,&#34; said Tom Essaye, founder of Sevens Report Research, in a note Wednesday. &#34;If tech can mount sustained outperformance that will tell us the market thinks the Fed has passed &#39;peak hawkishness.&#39;&#34;</p><p>Long-term Treasury yields have been falling recently because investors are worried that the U.S. economy is slowing and &#34;a recession is a distinct possibility,&#34; said Tom Graff, head of investments at Facet Wealth, by phone.</p><p>The yield on the 10-year Treasury note jumped as high as about 3.482% in June, before falling Tuesday to 2.808%--the lowest since May 27 based on 3 p.m. Eastern Time levels, according to Dow Jones Market Data. That compares with a yield of about 1.5% at the end of 2021, when investors were anticipating that the Fed was gearing up to hike its benchmark rate to curb hot inflation.</p><p>The Fed raised its benchmark rate in March for the first time since 2018, lifting it a quarter percentage point from near zero while laying out plans for further increases as inflation was running at the hottest pace in 40 years. Since then, the central bank has become more hawkish, announcing larger rate hikes as the cost of living has remained stubbornly high.</p><p>That has made investors anxious that the Fed risks causing a recession by potentially being too aggressive to bring runaway inflation under control.</p><p>Read:Fed&#39;s Waller backs another jumbo 75 bp interest-rate hike in July</p><p>But now slowing growth has some investors questioning how long the Fed will continue on an aggressive path of monetary tightening, even though it began hiking rates just this year.</p><h2>Recession worries</h2><p>The yield curve spread between 10-year and 2-year Treasury rates briefly inverted on July 5 for the first time since mid-June, another sign that the U.S. may be facing a recession, although this time against a backdrop of declining rates, according to Graff. The yield curve was inverted on Wednesday afternoon, with two-year yields  slightly higher than 10-year rates , FactSet data show.</p><p>In Graff&#39;s view, the corporate bond market also has been flashing recession concerns.</p><p>&#34;Investment-grade corporate spreads are about as wide as they&#39;ve been any time&#34; outside of a  recession in the last 25 years, said Graff. That doesn&#39;t mean there&#39;s &#34;100% odds&#34; of an economic contraction, he said, &#34;but it&#39;s definitely clearly showing credit markets think there&#39;s a risk.&#34;</p><p>Spreads over Treasurys for high-yield debt, or junk bonds, have similarly increased, according to Graff.</p><p>&#34;U.S. corporate bond spreads continue to move higher even though 10-year Treasury yields peaked 3 weeks ago,&#34; said Nicholas Colas, co-founder of DataTrek Research, in a note emailed July 6. &#34;Spreads tend to rise when markets are increasingly uncertain about future corporate cash flows, and that has been the case most of this year.&#34;</p><p>Investors worry about cash flows drying up in an economic slowdown as that may hinder companies from reinvesting in their businesses, or make it more difficult for cash-strapped borrowers to meet their financial obligations.</p><p>The U.S. stock market has sunk this year after a repricing of valuations that looked stretched as rates rose. Growth stocks, including shares of technology-related companies, have taken a steep drop in 2022.The tech-heavy Nasdaq Composite plunged 29.5% during the first half of this year, while the S&amp;P 500 dropped 20.6%.</p><p>Growth stocks are particularly sensitive to rising rates as their anticipated cash flow streams are far out into the future. But with rates recently falling amid recession concerns, they&#39;ve recently been gaining ground after being trounced by value-style bets over a stretch that began late last year.</p><p>Since June 10, the Russell 1000 Growth Index  has eked out a gain of 0.5% through Wednesday,  while the Russell 1000 Value Index  dropped about 3.7% over the same period, FactSet data show.</p><p>Upcoming company earnings reports for the second quarter should give investors a &#34;clearer picture&#34; of what companies expect in terms of demand for their goods and services in the second half of 2022, as well as which direction stocks will be headed, according to Graff.</p><p>&#34;Some amount of earnings slowdown is priced in,&#34; he said of the equities market. &#34;In our view, if earnings are mildly lower in the second half but companies see them rebounding in &#39;23, that&#39;s probably a pretty good outcome for stocks.&#34;</p><p>In prior recessions, the average earnings drop for the S&amp;P 500 was 13%, with the global financial crisis, or GFC, skewing the results, according to Tony DeSpirito, BlackRock&#39;s chief investment officer for U.S. fundamental equities. A chart in his third-quarter outlook report illustrates this finding.</p><p>&#34;We are not calling for a recession, but we are cognizant that the risks of a recession are rising,&#34; DeSpirito said in the note. &#34;The Fed is tightening monetary policy, bringing an end to &#39;easy money&#39; policies,&#34; he said, while 30-year mortgage rates have about doubled since last year to nearly 6% today, inflation is starting to &#34;erode household savings&#34; and &#34;inventories of goods are elevated as both pandemic-induced supply shortages and voracious demand ease.&#34;</p><p>All three major U.S. stock benchmarks ended Wednesday higher after the release of minutes of the Fed&#39;s last policy meeting. The S&amp;P 500  gained 0.4%, while the Nasdaq Composite  rose 0.3% and the Dow Jones Industrial Average  edged up 0.2%, according to Dow Jones Market Data.</p></body></html>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249546463","content_text":"If tech can sustain outperformance that will mean the market thinks the Fed has passed 'peak hawkishness,' according to Sevens ReportGrowth stocks have outperformed value equities recently as investors begin to question if the Federal Reserve has passed peak hawkishness already with its plans to raise rates to combat high inflation.Recent bets on fed-funds futures have pointed toward a potential pivot back to rate cuts at some point next year, while 10-year yields on U.S. government debt have fallen below 3%. Corporate bond spreads have widened as recession worries bubble up. But thedecline in Treasury yields appears to be giving a lift to technology and other growth stocks over value-oriented equities.\"While it's too early to declare the value outperformance 'over,' we do think the outperformance of tech recently is notable, because if it continues that will be a strong signal that the market is now looking past future rates hikes towards eventual rate cuts in 2023,\" said Tom Essaye, founder of Sevens Report Research, in a note Wednesday. \"If tech can mount sustained outperformance that will tell us the market thinks the Fed has passed 'peak hawkishness.'\"Long-term Treasury yields have been falling recently because investors are worried that the U.S. economy is slowing and \"a recession is a distinct possibility,\" said Tom Graff, head of investments at Facet Wealth, by phone.The yield on the 10-year Treasury note jumped as high as about 3.482% in June, before falling Tuesday to 2.808%--the lowest since May 27 based on 3 p.m. Eastern Time levels, according to Dow Jones Market Data. That compares with a yield of about 1.5% at the end of 2021, when investors were anticipating that the Fed was gearing up to hike its benchmark rate to curb hot inflation.The Fed raised its benchmark rate in March for the first time since 2018, lifting it a quarter percentage point from near zero while laying out plans for further increases as inflation was running at the hottest pace in 40 years. Since then, the central bank has become more hawkish, announcing larger rate hikes as the cost of living has remained stubbornly high.That has made investors anxious that the Fed risks causing a recession by potentially being too aggressive to bring runaway inflation under control.Read:Fed's Waller backs another jumbo 75 bp interest-rate hike in JulyBut now slowing growth has some investors questioning how long the Fed will continue on an aggressive path of monetary tightening, even though it began hiking rates just this year.Recession worriesThe yield curve spread between 10-year and 2-year Treasury rates briefly inverted on July 5 for the first time since mid-June, another sign that the U.S. may be facing a recession, although this time against a backdrop of declining rates, according to Graff. The yield curve was inverted on Wednesday afternoon, with two-year yields  slightly higher than 10-year rates , FactSet data show.In Graff's view, the corporate bond market also has been flashing recession concerns.\"Investment-grade corporate spreads are about as wide as they've been any time\" outside of a  recession in the last 25 years, said Graff. That doesn't mean there's \"100% odds\" of an economic contraction, he said, \"but it's definitely clearly showing credit markets think there's a risk.\"Spreads over Treasurys for high-yield debt, or junk bonds, have similarly increased, according to Graff.\"U.S. corporate bond spreads continue to move higher even though 10-year Treasury yields peaked 3 weeks ago,\" said Nicholas Colas, co-founder of DataTrek Research, in a note emailed July 6. \"Spreads tend to rise when markets are increasingly uncertain about future corporate cash flows, and that has been the case most of this year.\"Investors worry about cash flows drying up in an economic slowdown as that may hinder companies from reinvesting in their businesses, or make it more difficult for cash-strapped borrowers to meet their financial obligations.The U.S. stock market has sunk this year after a repricing of valuations that looked stretched as rates rose. Growth stocks, including shares of technology-related companies, have taken a steep drop in 2022.The tech-heavy Nasdaq Composite plunged 29.5% during the first half of this year, while the S&P 500 dropped 20.6%.Growth stocks are particularly sensitive to rising rates as their anticipated cash flow streams are far out into the future. But with rates recently falling amid recession concerns, they've recently been gaining ground after being trounced by value-style bets over a stretch that began late last year.Since June 10, the Russell 1000 Growth Index  has eked out a gain of 0.5% through Wednesday,  while the Russell 1000 Value Index  dropped about 3.7% over the same period, FactSet data show.Upcoming company earnings reports for the second quarter should give investors a \"clearer picture\" of what companies expect in terms of demand for their goods and services in the second half of 2022, as well as which direction stocks will be headed, according to Graff.\"Some amount of earnings slowdown is priced in,\" he said of the equities market. \"In our view, if earnings are mildly lower in the second half but companies see them rebounding in '23, that's probably a pretty good outcome for stocks.\"In prior recessions, the average earnings drop for the S&P 500 was 13%, with the global financial crisis, or GFC, skewing the results, according to Tony DeSpirito, BlackRock's chief investment officer for U.S. fundamental equities. A chart in his third-quarter outlook report illustrates this finding.\"We are not calling for a recession, but we are cognizant that the risks of a recession are rising,\" DeSpirito said in the note. \"The Fed is tightening monetary policy, bringing an end to 'easy money' policies,\" he said, while 30-year mortgage rates have about doubled since last year to nearly 6% today, inflation is starting to \"erode household savings\" and \"inventories of goods are elevated as both pandemic-induced supply shortages and voracious demand ease.\"All three major U.S. stock benchmarks ended Wednesday higher after the release of minutes of the Fed's last policy meeting. The S&P 500  gained 0.4%, while the Nasdaq Composite  rose 0.3% and the Dow Jones Industrial Average  edged up 0.2%, according to Dow Jones Market Data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}