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2021-04-26

I feel Square is better ! !

Better Fintech Stock: Coinbase vs. Square

2021-04-25

TSM is better!

Better Buy: Intel vs. Micron Technology

2021-04-19

Netflix!!

7 Earnings Reports to Watch This Week

2021-04-10

Netflix good stock. Like and comment please

Netflix Grabs Sony's Pay-TV Movie Deal From Starz

2021-04-10

Wait for coinbase

Next Week’s IPO Lineup Is Growing. It Could Be Busy.

2021-04-09

Slightly high price

Is Facebook Still At A Buy Point?

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!&nbsp;","listText":"I feel Square is better ! !&nbsp;","text":"I feel Square is better ! !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/374978935","repostId":"2130939302","repostType":4,"repost":{"id":"2130939302","pubTimestamp":1619408944,"share":"https://ttm.financial/m/news/2130939302?lang=&edition=fundamental","pubTime":"2021-04-26 11:49","market":"us","language":"en","title":"Better Fintech Stock: Coinbase vs. Square","url":"https://stock-news.laohu8.com/highlight/detail?id=2130939302","media":"Motley Fool","summary":"Is America's top cryptocurrency exchange a better bet than Jack Dorsey's growing fintech company?","content":"<p><b>Coinbase </b>(NASDAQ:COIN), a cryptocurrency exchange platform founded nearly nine years ago, went public via a direct listing on April 14. The stock opened at $381 per share, well above its reference price of $250, and closed at $328 on the first day, which valued the company at nearly $86 billion.</p>\n<p>However, the stock subsequently fell to the low $290s as<b> bitcoin</b>'s (CRYPTO:BTC) price tumbled. Its current market cap of $58 billion still values the company at 45 times last year's sales, which makes it pricier than many other fintech stocks.</p>\n<p>Should investors take a chance on Coinbase, or should they stick with <b>Square</b> (NYSE:SQ), a more diversified fintech player that also lets its users buy and sell bitcoin?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d05f2781e1a80f2f90f92c5e4cec93ce\" tg-width=\"700\" tg-height=\"419\"><span>Image source: Getty Images.</span></p>\n<h2>Coinbase is an all-in bet on cryptocurrencies</h2>\n<p>Coinbase is the largest cryptocurrency exchange in the U.S. by trading volume. Its median trading volume rose 24% to $21 billion in 2019, then surged another 81% to $38 billion in 2020.</p>\n<p>Its platforms allow mainstream users, professional traders, and institutional investors to buy and trade a wide range of cryptocurrencies. It also provides an online wallet for storing cryptocurrencies, a <b><a href=\"https://laohu8.com/S/V\">Visa</a></b> debit card for crypto transactions, crypto-processing services for merchants, and a digital stablecoin pegged to the U.S. dollar.</p>\n<p>Coinbase generates most of its revenue from transaction fees. Its total revenue rose 144% to $1.3 billion in 2020. It generated a net profit of $322.3 million, compared to a net loss of $30.4 million in 2019, while its adjusted EBITDA surged nearly 22 times to $527.4 million.</p>\n<p>Those growth rates coincide with the explosive growth of bitcoin, <b>Ethereum</b>&nbsp;(CRYPTO:ETH),<b> Litecoin</b> (CRYPTO:LTC), and other cryptocurrencies over the past year:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac99eafc0a2e3bab023e70e42c93f230\" tg-width=\"720\" tg-height=\"452\"><span>Source: YCharts</span></p>\n<p>If those prices keep rising, Coinbase might represent a balanced investment on the broader cryptocurrency market. But if those prices decline, Coinbase will face a brutal slowdown. Competition from other crypto trading apps -- including Square's Cash App, <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>'s (NASDAQ:PYPL) Venmo, and Robinhood -- could also impact its ability to raise fees.</p>\n<h2>Square is a more balanced play on digital payments</h2>\n<p>Square's core platform processes mobile, online, and point of sale (POS) payments for merchants. It also sells POS systems that tether businesses to its cloud-based seller services, which include tools for managing online orders, payroll, analytics, and more.</p>\n<p>For consumers, Square offers the Cash App, a peer-to-peer payments app that also offers bitcoin purchases and free stock trades. The Cash App serves more than 36 million monthly active users, many of whom use its linked Visa-branded Cash Card for debit card purchases.</p>\n<p>Square's revenue surged 101% to&nbsp;$9.5 billion in 2020, even as business closures throughout the pandemic throttled the growth of its seller-facing businesses. But soaring sales of bitcoin on the Cash App, which increased <i>roughly nine times</i> year-over-year to $4.6 billion, offset that slowdown.</p>\n<p>Square only generated a 2% gross profit on its Bitcoin sales, so its adjusted earnings rose just 5% for the year as its lower-margin bitcoin revenue squeezed its margins. Its adjusted EBITDA grew 14% to $474 million.</p>\n<p>Square's margins should expand again this year as more businesses reopen and reduce its dependence on bitcoin purchases. However, Square still faces rising competition in the online payments space from PayPal and Europe's <b>Adyen</b>, while PayPal's recent addition of cryptocurrency purchases to Venmo could help it catch up to Cash.</p>\n<h2>It's a simple choice</h2>\n<p>Coinbase is a diversified way to invest in the cryptocurrency market, but it's too speculative for my taste. Wall Street thinks Coinbase's revenue could quadruple this year if cryptocurrency prices continue to rise -- but I believe crafting long-term forecasts for cryptocurrencies is a futile effort.</p>\n<p>I'd rather stick with Square, which provides some exposure to the cryptocurrency market but generates most of its profits from seller-based services. Analysts still expect Square's revenue and earnings to both rise nearly 50% this year.</p>\n<p>Square's stock isn't cheap at 129 times forward earnings and eight times this year's sales, but it's a much safer and more balanced way to profit from the expansion of the fintech market than Coinbase.</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>Better Fintech Stock: Coinbase vs. Square</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\">\nBetter Fintech Stock: Coinbase vs. Square\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-26 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/25/better-fintech-stock-coinbase-vs-square/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coinbase (NASDAQ:COIN), a cryptocurrency exchange platform founded nearly nine years ago, went public via a direct listing on April 14. The stock opened at $381 per share, well above its reference ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/25/better-fintech-stock-coinbase-vs-square/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block","COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2021/04/25/better-fintech-stock-coinbase-vs-square/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130939302","content_text":"Coinbase (NASDAQ:COIN), a cryptocurrency exchange platform founded nearly nine years ago, went public via a direct listing on April 14. The stock opened at $381 per share, well above its reference price of $250, and closed at $328 on the first day, which valued the company at nearly $86 billion.\nHowever, the stock subsequently fell to the low $290s as bitcoin's (CRYPTO:BTC) price tumbled. Its current market cap of $58 billion still values the company at 45 times last year's sales, which makes it pricier than many other fintech stocks.\nShould investors take a chance on Coinbase, or should they stick with Square (NYSE:SQ), a more diversified fintech player that also lets its users buy and sell bitcoin?\nImage source: Getty Images.\nCoinbase is an all-in bet on cryptocurrencies\nCoinbase is the largest cryptocurrency exchange in the U.S. by trading volume. Its median trading volume rose 24% to $21 billion in 2019, then surged another 81% to $38 billion in 2020.\nIts platforms allow mainstream users, professional traders, and institutional investors to buy and trade a wide range of cryptocurrencies. It also provides an online wallet for storing cryptocurrencies, a Visa debit card for crypto transactions, crypto-processing services for merchants, and a digital stablecoin pegged to the U.S. dollar.\nCoinbase generates most of its revenue from transaction fees. Its total revenue rose 144% to $1.3 billion in 2020. It generated a net profit of $322.3 million, compared to a net loss of $30.4 million in 2019, while its adjusted EBITDA surged nearly 22 times to $527.4 million.\nThose growth rates coincide with the explosive growth of bitcoin, Ethereum (CRYPTO:ETH), Litecoin (CRYPTO:LTC), and other cryptocurrencies over the past year:\nSource: YCharts\nIf those prices keep rising, Coinbase might represent a balanced investment on the broader cryptocurrency market. But if those prices decline, Coinbase will face a brutal slowdown. Competition from other crypto trading apps -- including Square's Cash App, PayPal's (NASDAQ:PYPL) Venmo, and Robinhood -- could also impact its ability to raise fees.\nSquare is a more balanced play on digital payments\nSquare's core platform processes mobile, online, and point of sale (POS) payments for merchants. It also sells POS systems that tether businesses to its cloud-based seller services, which include tools for managing online orders, payroll, analytics, and more.\nFor consumers, Square offers the Cash App, a peer-to-peer payments app that also offers bitcoin purchases and free stock trades. The Cash App serves more than 36 million monthly active users, many of whom use its linked Visa-branded Cash Card for debit card purchases.\nSquare's revenue surged 101% to $9.5 billion in 2020, even as business closures throughout the pandemic throttled the growth of its seller-facing businesses. But soaring sales of bitcoin on the Cash App, which increased roughly nine times year-over-year to $4.6 billion, offset that slowdown.\nSquare only generated a 2% gross profit on its Bitcoin sales, so its adjusted earnings rose just 5% for the year as its lower-margin bitcoin revenue squeezed its margins. Its adjusted EBITDA grew 14% to $474 million.\nSquare's margins should expand again this year as more businesses reopen and reduce its dependence on bitcoin purchases. However, Square still faces rising competition in the online payments space from PayPal and Europe's Adyen, while PayPal's recent addition of cryptocurrency purchases to Venmo could help it catch up to Cash.\nIt's a simple choice\nCoinbase is a diversified way to invest in the cryptocurrency market, but it's too speculative for my taste. Wall Street thinks Coinbase's revenue could quadruple this year if cryptocurrency prices continue to rise -- but I believe crafting long-term forecasts for cryptocurrencies is a futile effort.\nI'd rather stick with Square, which provides some exposure to the cryptocurrency market but generates most of its profits from seller-based services. Analysts still expect Square's revenue and earnings to both rise nearly 50% this year.\nSquare's stock isn't cheap at 129 times forward earnings and eight times this year's sales, but it's a much safer and more balanced way to profit from the expansion of the fintech market than Coinbase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375271835,"gmtCreate":1619354959827,"gmtModify":1704722794863,"author":{"id":"3567410774681125","authorId":"3567410774681125","name":"巧蓁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567410774681125","authorIdStr":"3567410774681125"},"themes":[],"htmlText":"TSM is better!","listText":"TSM is better!","text":"TSM is better!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375271835","repostId":"2129645183","repostType":4,"repost":{"id":"2129645183","pubTimestamp":1619337627,"share":"https://ttm.financial/m/news/2129645183?lang=&edition=fundamental","pubTime":"2021-04-25 16:00","market":"us","language":"en","title":"Better Buy: Intel vs. Micron Technology","url":"https://stock-news.laohu8.com/highlight/detail?id=2129645183","media":"Motley Fool","summary":"Does the venerable CPU maker or the memory chip giant offer more investor potential?","content":"<p>Chips made by both <b>Intel </b>(NASDAQ:INTC) and <b>Micron Technology </b>(NASDAQ:MU) have long bolstered the tech industry and continue to do so today. Nonetheless, even though investors classify both as semiconductor stocks, Intel specializes in central processing units (CPUs), while Micron makes memory chips. This difference affects how each stock responds to the market forces and could make <a href=\"https://laohu8.com/S/AONE\">one</a> of these stocks the clear choice for a long-term investment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1c93ee1b6f8a047e9771341718aae2f\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Intel</h2>\n<p>Intel remains a prominent player in the CPU market. For all of the recent focus on <b><a href=\"https://laohu8.com/S/AMD\">AMD</a> </b>(NASDAQ:AMD), Intel generated nearly eight times as much revenue in 2020, $77.9 billion versus just $9.8 billion for AMD.</p>\n<p>Still, as AMD took a technical lead in the market, Intel lost much of its prestige. The company that makes AMD's processors, <b>Taiwan Semiconductor </b>(TSMC), has built a leadership position in producing 7nm chips, a feat Intel cannot yet match. Intel had even turned to TSMC in some cases to produce chips.</p>\n<p>However, former CTO Pat Gelsinger returned to the company to take the CEO position. Unlike his predecessor, Gelsinger has an engineering background and helped to design the 80486 processor. Additionally, Gelsinger expressed an interest in reviving Intel's foundries. This could play into Intel's hands as industry observers grow concerned about the lack of production growth within the United States. The U.S. produces just under 13% of the world's semiconductors.</p>\n<p>When Intel led the chip industry, it worked on two-year \"tick-tock\" cycles. This means Intel would improve the chip-building process in the tick years and make upgrades in the tock years. In recent years, Intel slowed this cycle while AMD tackled development and upgrades simultaneously. Now, Intel may have to follow or surpass AMD in this area to compete. Additionally, chip development cycles typically take three to five years. Hence, investors will not know anytime soon whether Gelsinger's turnaround efforts will succeed.</p>\n<p>Gelsinger will also have to drive more revenue growth. Revenue increased 8% in fiscal 2020 on higher demand for chips during the pandemic. Still, net income fell by 1% as Intel paid an additional $1.2 billion in taxes compared with the previous year. Furthermore, revenue fell 1% in the fourth quarter compared with Q4 2019. As a result, rising operating expenses and taxes led to quarterly net income falling 15% during that period.</p>\n<p>This may explain the meager 5% growth in Intel stock over the last year. At a price-to-earnings (P/E) ratio of 13, it also significantly lags AMD's 40 earnings multiple. Still, even amid troubles, Intel stock has doubled in the last five years. If it can foster a comeback and match AMD's P/E ratio, it could experience a considerable surge higher.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22ab98002df2105ed0f90d7270d01973\" tg-width=\"720\" tg-height=\"419\"><span>INTC data by YCharts</span></p>\n<h2>Micron</h2>\n<p>At first glance, the question of whether to consider Micron Technology stock a buy appears obvious. Memory chip prices shot upward amid a pandemic that brought about higher chip demand and foundry shutdowns. This has sent Micron surging higher as the chip shortage continues.</p>\n<p>Moreover, Micron is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of only three companies in the world to produce DRAM memory chips, which make up 68% of Micron's revenue. Most of its remaining revenue comes from the NAND, or flash chip, market. Many more companies compete in the NAND market, including Intel.</p>\n<p>Higher memory chip demand helped Micron grow its revenue by 21% in the first six months of 2021 compared with the first six months of 2020. During that period, net income rose by 54% as the company limited the growth in operating expenses to 5%.</p>\n<p>However, investors who focus only on the last six months miss a 25-year trend in Micron stock. Micron tends to grow in times of high memory prices. Conversely, when memory prices crash, Micron stock has historically plunged on lower profits or outright losses. As a result, Micron lost 35% of its value between 1996 and 2016.</p>\n<p>Admittedly, the trend has become less extreme in recent years. Today, applications such as artificial intelligence, virtual reality, the Internet of Things, and other applications rely on memory chips. The fact that the memory market no longer relies on just PCs altered the cycle. Its 710% growth rate over the last five years far surpassed Intel's surge. Now, at about $90 per share, Micron is approaching its highest levels since the dot-com bubble of 2000.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f9cd05f7503d4c8089a4f72de3da390\" tg-width=\"720\" tg-height=\"419\"><span>MU data by YCharts</span></p>\n<p>Today, the current P/E ratio stands at around 31. While that places the multiple near 52-week highs, the multiple comes in well below the valuation peak of just above 50 in 2017, indicating the possibility of further upside.</p>\n<p>Still, memory prices continue to drive Micron stock. Micron lost about half of its value in 2018 when the crash in <b>Bitcoin </b>and other cryptocurrencies wiped out demand for memory chips. This took the stock to a single-digit P/E ratio, and given the stock's history, investors should probably approach the current price with caution rather than elation.</p>\n<h2>Intel or Micron?</h2>\n<p>Both stocks involve significant risks. Intel could fail to catch up to AMD, and Micron could plunge if chip demand falls. Still, considering the historical behavior of both stocks, Intel looks like the more promising investment decision.</p>\n<p>Admittedly, Micron stock dramatically outperformed Intel in recent years. Still, Micron has historically acted as a proxy for memory prices, pointing to a likely stock swoon when memory prices crash. Conversely, Intel supports a low P/E ratio, and the potential downside appears limited. If Gelsinger turns Intel around, the sustainable growth of past decades could return.</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>Better Buy: Intel vs. Micron Technology</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\">\nBetter Buy: Intel vs. Micron Technology\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/24/better-buy-intel-vs-micron-technology/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chips made by both Intel (NASDAQ:INTC) and Micron Technology (NASDAQ:MU) have long bolstered the tech industry and continue to do so today. Nonetheless, even though investors classify both as ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/24/better-buy-intel-vs-micron-technology/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/04/24/better-buy-intel-vs-micron-technology/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129645183","content_text":"Chips made by both Intel (NASDAQ:INTC) and Micron Technology (NASDAQ:MU) have long bolstered the tech industry and continue to do so today. Nonetheless, even though investors classify both as semiconductor stocks, Intel specializes in central processing units (CPUs), while Micron makes memory chips. This difference affects how each stock responds to the market forces and could make one of these stocks the clear choice for a long-term investment.\nImage source: Getty Images.\nIntel\nIntel remains a prominent player in the CPU market. For all of the recent focus on AMD (NASDAQ:AMD), Intel generated nearly eight times as much revenue in 2020, $77.9 billion versus just $9.8 billion for AMD.\nStill, as AMD took a technical lead in the market, Intel lost much of its prestige. The company that makes AMD's processors, Taiwan Semiconductor (TSMC), has built a leadership position in producing 7nm chips, a feat Intel cannot yet match. Intel had even turned to TSMC in some cases to produce chips.\nHowever, former CTO Pat Gelsinger returned to the company to take the CEO position. Unlike his predecessor, Gelsinger has an engineering background and helped to design the 80486 processor. Additionally, Gelsinger expressed an interest in reviving Intel's foundries. This could play into Intel's hands as industry observers grow concerned about the lack of production growth within the United States. The U.S. produces just under 13% of the world's semiconductors.\nWhen Intel led the chip industry, it worked on two-year \"tick-tock\" cycles. This means Intel would improve the chip-building process in the tick years and make upgrades in the tock years. In recent years, Intel slowed this cycle while AMD tackled development and upgrades simultaneously. Now, Intel may have to follow or surpass AMD in this area to compete. Additionally, chip development cycles typically take three to five years. Hence, investors will not know anytime soon whether Gelsinger's turnaround efforts will succeed.\nGelsinger will also have to drive more revenue growth. Revenue increased 8% in fiscal 2020 on higher demand for chips during the pandemic. Still, net income fell by 1% as Intel paid an additional $1.2 billion in taxes compared with the previous year. Furthermore, revenue fell 1% in the fourth quarter compared with Q4 2019. As a result, rising operating expenses and taxes led to quarterly net income falling 15% during that period.\nThis may explain the meager 5% growth in Intel stock over the last year. At a price-to-earnings (P/E) ratio of 13, it also significantly lags AMD's 40 earnings multiple. Still, even amid troubles, Intel stock has doubled in the last five years. If it can foster a comeback and match AMD's P/E ratio, it could experience a considerable surge higher.\nINTC data by YCharts\nMicron\nAt first glance, the question of whether to consider Micron Technology stock a buy appears obvious. Memory chip prices shot upward amid a pandemic that brought about higher chip demand and foundry shutdowns. This has sent Micron surging higher as the chip shortage continues.\nMoreover, Micron is one of only three companies in the world to produce DRAM memory chips, which make up 68% of Micron's revenue. Most of its remaining revenue comes from the NAND, or flash chip, market. Many more companies compete in the NAND market, including Intel.\nHigher memory chip demand helped Micron grow its revenue by 21% in the first six months of 2021 compared with the first six months of 2020. During that period, net income rose by 54% as the company limited the growth in operating expenses to 5%.\nHowever, investors who focus only on the last six months miss a 25-year trend in Micron stock. Micron tends to grow in times of high memory prices. Conversely, when memory prices crash, Micron stock has historically plunged on lower profits or outright losses. As a result, Micron lost 35% of its value between 1996 and 2016.\nAdmittedly, the trend has become less extreme in recent years. Today, applications such as artificial intelligence, virtual reality, the Internet of Things, and other applications rely on memory chips. The fact that the memory market no longer relies on just PCs altered the cycle. Its 710% growth rate over the last five years far surpassed Intel's surge. Now, at about $90 per share, Micron is approaching its highest levels since the dot-com bubble of 2000.\nMU data by YCharts\nToday, the current P/E ratio stands at around 31. While that places the multiple near 52-week highs, the multiple comes in well below the valuation peak of just above 50 in 2017, indicating the possibility of further upside.\nStill, memory prices continue to drive Micron stock. Micron lost about half of its value in 2018 when the crash in Bitcoin and other cryptocurrencies wiped out demand for memory chips. This took the stock to a single-digit P/E ratio, and given the stock's history, investors should probably approach the current price with caution rather than elation.\nIntel or Micron?\nBoth stocks involve significant risks. Intel could fail to catch up to AMD, and Micron could plunge if chip demand falls. Still, considering the historical behavior of both stocks, Intel looks like the more promising investment decision.\nAdmittedly, Micron stock dramatically outperformed Intel in recent years. Still, Micron has historically acted as a proxy for memory prices, pointing to a likely stock swoon when memory prices crash. Conversely, Intel supports a low P/E ratio, and the potential downside appears limited. If Gelsinger turns Intel around, the sustainable growth of past decades could return.","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373604452,"gmtCreate":1618841290476,"gmtModify":1704715720128,"author":{"id":"3567410774681125","authorId":"3567410774681125","name":"巧蓁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567410774681125","authorIdStr":"3567410774681125"},"themes":[],"htmlText":"Netflix!!&nbsp;","listText":"Netflix!!&nbsp;","text":"Netflix!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/373604452","repostId":"1114523776","repostType":4,"repost":{"id":"1114523776","pubTimestamp":1618801660,"share":"https://ttm.financial/m/news/1114523776?lang=&edition=fundamental","pubTime":"2021-04-19 11:07","market":"us","language":"en","title":"7 Earnings Reports to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1114523776","media":"InvestorPlace","summary":"Here are the big earnings reports for investors to monitor.Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch even more enticing.It’s deja vu all over again, as the saying goes. For most of the past 11 years, stocks have kept rising, and earnings reports have been good enough to keep the rallies intact.At the moment, this market doesn’t look much different. Big banks kicked off earnings season last week with a","content":"<blockquote><b>Here are the big earnings reports for investors to monitor.</b></blockquote><p>Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch even more enticing.</p><p>It’s deja vu all over again, as the saying goes. For most of the past 11 years, stocks have kept rising, and earnings reports have been good enough to keep the rallies intact.</p><p>At the moment, this market doesn’t look much different. Big banks kicked off earnings season last week with a slew of strong reports. The economy is in better shape than might be expected at this point. Despite selloffs in a few ‘hot’ sectors, and another brief bout of interest rate worries, investor sentiment too remains positive.</p><p>Basically, corporate earnings just need to keep the party going. That’s particularly true over the next few weeks, as the earnings calendar features some of the world’s largest companies across the market’s biggest and most important sectors. They’re the kind of companies whose reports can move entire sectors — and, in a few cases, perhaps the entire market.</p><p>For the next few weeks, earnings reports will take center stage. For this week, these are the seven earnings reports to watch:</p><ul><li><b>Coca-Cola</b>(NYSE:<b><u>KO</u></b>)</li><li><b>IBM</b>(NYSE:<b><u>IBM</u></b>)</li><li><b>Johnson &amp; Johnson</b>(NYSE:<b><u>JNJ</u></b>)</li><li><b>Procter &amp; Gamble</b>(NYSE:<b><u>PG</u></b>)</li><li><b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>)</li><li><b>AT&amp;T</b>(NYSE:<b><u>T</u></b>)</li><li><b>Intel</b>(NASDAQ:<b><u>INTC</u></b>)</li></ul><p>Now, let’s dive in and take a closer look at each one.</p><p><b>Earnings Reports to Watch: Coca-Cola (KO)</b></p><p><b>Earnings Report Date</b>: Monday, April 19, before market open</p><p>In an uncertain environment, the broad reach of the world’s largest beverage company makes earnings this week important for almost every investor.</p><p>After all, both of the company’s channels are in uncharted waters. In supermarkets, the question is how food and beverage companies will fare against the enormously difficult comparisons of last year’s first quarter, and March specifically. In takeaway, the return to normalcy no doubt is providing some help — but how much?</p><p>Coke earnings should give some color on both sides of the business — and not just for Coke, but its rivals and peers.</p><p>It’s an important release for Coca-Cola itself. KO stock still hasn’t clawed back all of the losses it suffered in February and March of last year. Shares in fact are more than 10% off their all-time highs.</p><p>That creates an obvious opportunity. A Coca-Cola that is back to normal should lead to a KO stock that too is back to normal. Add in a dividend yield over 3% and investors would see double-digit returns. If Coca-Cola convinces investors that normalcy is just around the corner, those returns may arrive relatively quickly.</p><p><b>IBM (IBM)</b></p><p><b>Earnings Report Date</b>: Monday, April 19, after market close</p><p>Every earnings report is key for IBM. The company is in the midst of a multi-year turnaround which still hasn’t gained real traction.</p><p>Shares still are down more than one-third from 2013 highs in a market where tech stocks have soared. IBM saw revenue decline for22-consecutive quartersbefore breaking the streak in the fourth quarter of 2017. The top lineturned south againbefore the acquisition of<b>Red Hat</b>added inorganic growth.</p><p>But now Red Hat should be integrated, and bulls see IBM’s cloud business as a potential growth driver. That optimism was enough to push IBM stock to a 52-week high late last month before a recent, modest pullback.</p><p>After the really, expectations certainly aren’t sky-high, but the market no doubt is expecting progress. Anything less, and the “same old IBM” narrative likely follows earnings this week. It’s hard to see how that narrative leads to another round of new highs.</p><p><b>Earnings Reports to Watch: Johnson &amp; Johnson (JNJ)</b></p><p><b>Earnings Report Date</b>: Tuesday, April 20, before market open</p><p>The market quickly looked pastthe pause in J&amp;J’s Covid-19 vaccineannounced last week. After opening down 3% on Tuesday morning, JNJ stock now is essentially flat for the week.</p><p>There no doubt will be some analyst questions on the first quarter conference call about the vaccine. But investor attention likely will focus on the rest of the business, given J&amp;Jisn’t making much profiton the vaccine.</p><p>And there are real questions to be answered. J&amp;J’s medical device business struggled in 2020, with revenue down more than 10% amid lower elective surgeries. A rebound there could signal a bottom and lift other stocks with similar exposure. The same is true for the skin health and beauty businesses within J&amp;J’s consumer products segment.</p><p>And of course the pharmaceutical remains J&amp;J’s largest, at about 60% of revenue. Products like Stelara and Remicade are far more important to the company’s bottom line than is the Covid-19 vaccine.</p><p>With normalcy returning here in 2021, J&amp;J does seem set up for a good quarter. And that could boost optimism toward a long-term casethat remains attractive.</p><p><b>Procter &amp; Gamble (PG)</b></p><p><b>Earnings Report Date</b>: Tuesday, April 20, before market open</p><p>CPG (consumer packaged goods) companies like P&amp;G were early and obvious winners from the pandemic. A surge in supermarket revenue and consumer stockpiling led to unusually high growth.</p><p>But normalcy is returning — which isn’t necessarily great news for P&amp;G and its industry. Toilet paper sales, for instance,have plunged this yearas many consumers still are working through purchases made last year.</p><p>Those trends set up a big fiscal third quarter release for P&amp;G on Tuesday morning. PG stock has rallied in recent weeks after fading to an eight-month low in early March. A 23x forward price-to-earnings multiple is well above recent levels. And Q3 is the first of several quarters in which the company will face difficult, pandemic-driven, year-prior comparisons.</p><p>Particularly with PG up about 12% in six weeks, Q3 results need to be strong ahead of more difficult compares in fiscal Q4 and fiscal Q1. If they’re not, PG stock could stumble after the release — and bring other CPG stocks with it.</p><p><b>Earnings Reports to Watch: Netflix (NFLX)</b></p><p><b>Earnings Report Date</b>: Tuesday, April 20, after market close</p><p>Netflix too seems like an obvious pandemic winner. Early on, NFLX stock was treated as such, as it rallied quickly off March 2020 lows and touched an all-time high in early July.</p><p>Since then, however, NFLX has been stuck. One obvious reason why is that investor attention has turned to other streaming plays such as<b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>) and direct Netflix competitors<b>Disney</b>(NYSE:<b><u>DIS</u></b>) and<b>ViacomCBS</b>(NASDAQ:<b><u>VIAC</u></b>,NASDAQ:<b><u>VIACA</u></b>).</p><p>But earnings haven’t necessarily helped, either. NFLX stock did jump after January’s Q4 report despite a bottom-line miss, but the gains receded in a matter of weeks. Subscriber growthslowed in Q3, which the company attributed to the spike in sign-ups amid the pandemic.</p><p>With normalcy returning, earnings this week can set the 2021 narrative. A blowout quarter in the face of so much new competition establishes Netflix as the king of streaming, with other services simply fighting for second place. Any weakness, particularly in the subscriber count, might suggest that those new platforms are pulling Netflix subscribers away.</p><p>With the forward earnings multiple down to a more reasonable 43x, NFLX stock is cheap enough to break out if its dominance appears assured. And with incremental margins from additional subscribers driving the expected profit growth, it’s expensive enough to plunge if top-line momentum slows. This looks like a big quarter for NFLX stock — and big enough to move other streaming names as well.</p><p><b>AT&amp;T (T)</b></p><p><b>Earnings Report Date</b>: Thursday, April 22, before market open</p><p>One of those new Netflix competitors, of course, is AT&amp;T. The telecommunications giant launched its HBO Max streaming service in May. Despiteclearing 60 million worldwide subscribersby the end of last year, HBO Max hasn’t done much for T stock.</p><p>Of course, nothing has done much for the stock, which actually is down 2% over the past decade. Investors have received a generally healthy dividend, which now yields 7%. But in terms of share price appreciation, AT&amp;T stock has been the definition of ‘dead money’.</p><p>Something needs to change. It’s hard to see what that will be. HBO Max’s growth has been impressive, but the streaming business is cannibalizing revenue from DIRECTV as well as WarnerMedia’s TNT and TBS cable channels. In wireless, AT&amp;T continues to lose share to<b>Verizon Communications</b>(NYSE:<b><u>VZ</u></b>), which reports on Wednesday morning, and a now-larger<b>T-Mobile</b>(NASDAQ:<b><u>TMUS</u></b>).</p><p>Simply put, beyond the dividend yield AT&amp;T hasn’t given investors a good reason to own T stock. It needs to start doing so, and Thursday morning would be a fine time to start. AT&amp;T needs to print sustainable growth either in wireless or in WarnerMedia as a whole. Of course, as the last few years show, that’s easier said than done.</p><p><b>Earnings Reports to Watch: Intel (INTC)</b></p><p><b>Earnings Report Date</b>: Thursday, April 22, after market close</p><p>Earnings this week look absolutely crucial for Intel. INTC plunged after back-to-back earnings reports last year amidyet another stumblein its move to the 7nm node. News in December that<b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>) and<b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>) weredeveloping their own chipsended a relief rally and sent the stock back to the lows.</p><p>Yet earlier this month INTC threatened its highest level since a brief 2000 peak amid the dot-com bubble. A better-than-expected Q4 release in January certainly helped. But the chip shortage has proved a catalyst as well. In this environment, Intel’s owned manufacturing capacity gives it an edge over ‘fabless’ rivals<b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>) and<b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>).</p><p>In other words, Intel has gotten a reprieve. It’s an advantage the company absolutely must take advantage of. With INTC still trading at 14x forward earnings, the stock is cheap enough that the rally can continue if Intel doesn’t give investors a reason to sell.</p><p>That might seem like a low bar to clear — but Intel’s recent history suggests otherwise.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Earnings Reports 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\">\n7 Earnings Reports to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 11:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/earnings-reports-to-watch-next-week/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are the big earnings reports for investors to monitor.Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch ...</p>\n\n<a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PG":"宝洁","T":"美国电话电报","IBM":"IBM","NFLX":"奈飞","INTC":"英特尔","KO":"可口可乐","JNJ":"强生"},"source_url":"https://investorplace.com/earnings-reports-to-watch-next-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114523776","content_text":"Here are the big earnings reports for investors to monitor.Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch even more enticing.It’s deja vu all over again, as the saying goes. For most of the past 11 years, stocks have kept rising, and earnings reports have been good enough to keep the rallies intact.At the moment, this market doesn’t look much different. Big banks kicked off earnings season last week with a slew of strong reports. The economy is in better shape than might be expected at this point. Despite selloffs in a few ‘hot’ sectors, and another brief bout of interest rate worries, investor sentiment too remains positive.Basically, corporate earnings just need to keep the party going. That’s particularly true over the next few weeks, as the earnings calendar features some of the world’s largest companies across the market’s biggest and most important sectors. They’re the kind of companies whose reports can move entire sectors — and, in a few cases, perhaps the entire market.For the next few weeks, earnings reports will take center stage. For this week, these are the seven earnings reports to watch:Coca-Cola(NYSE:KO)IBM(NYSE:IBM)Johnson & Johnson(NYSE:JNJ)Procter & Gamble(NYSE:PG)Netflix(NASDAQ:NFLX)AT&T(NYSE:T)Intel(NASDAQ:INTC)Now, let’s dive in and take a closer look at each one.Earnings Reports to Watch: Coca-Cola (KO)Earnings Report Date: Monday, April 19, before market openIn an uncertain environment, the broad reach of the world’s largest beverage company makes earnings this week important for almost every investor.After all, both of the company’s channels are in uncharted waters. In supermarkets, the question is how food and beverage companies will fare against the enormously difficult comparisons of last year’s first quarter, and March specifically. In takeaway, the return to normalcy no doubt is providing some help — but how much?Coke earnings should give some color on both sides of the business — and not just for Coke, but its rivals and peers.It’s an important release for Coca-Cola itself. KO stock still hasn’t clawed back all of the losses it suffered in February and March of last year. Shares in fact are more than 10% off their all-time highs.That creates an obvious opportunity. A Coca-Cola that is back to normal should lead to a KO stock that too is back to normal. Add in a dividend yield over 3% and investors would see double-digit returns. If Coca-Cola convinces investors that normalcy is just around the corner, those returns may arrive relatively quickly.IBM (IBM)Earnings Report Date: Monday, April 19, after market closeEvery earnings report is key for IBM. The company is in the midst of a multi-year turnaround which still hasn’t gained real traction.Shares still are down more than one-third from 2013 highs in a market where tech stocks have soared. IBM saw revenue decline for22-consecutive quartersbefore breaking the streak in the fourth quarter of 2017. The top lineturned south againbefore the acquisition ofRed Hatadded inorganic growth.But now Red Hat should be integrated, and bulls see IBM’s cloud business as a potential growth driver. That optimism was enough to push IBM stock to a 52-week high late last month before a recent, modest pullback.After the really, expectations certainly aren’t sky-high, but the market no doubt is expecting progress. Anything less, and the “same old IBM” narrative likely follows earnings this week. It’s hard to see how that narrative leads to another round of new highs.Earnings Reports to Watch: Johnson & Johnson (JNJ)Earnings Report Date: Tuesday, April 20, before market openThe market quickly looked pastthe pause in J&J’s Covid-19 vaccineannounced last week. After opening down 3% on Tuesday morning, JNJ stock now is essentially flat for the week.There no doubt will be some analyst questions on the first quarter conference call about the vaccine. But investor attention likely will focus on the rest of the business, given J&Jisn’t making much profiton the vaccine.And there are real questions to be answered. J&J’s medical device business struggled in 2020, with revenue down more than 10% amid lower elective surgeries. A rebound there could signal a bottom and lift other stocks with similar exposure. The same is true for the skin health and beauty businesses within J&J’s consumer products segment.And of course the pharmaceutical remains J&J’s largest, at about 60% of revenue. Products like Stelara and Remicade are far more important to the company’s bottom line than is the Covid-19 vaccine.With normalcy returning here in 2021, J&J does seem set up for a good quarter. And that could boost optimism toward a long-term casethat remains attractive.Procter & Gamble (PG)Earnings Report Date: Tuesday, April 20, before market openCPG (consumer packaged goods) companies like P&G were early and obvious winners from the pandemic. A surge in supermarket revenue and consumer stockpiling led to unusually high growth.But normalcy is returning — which isn’t necessarily great news for P&G and its industry. Toilet paper sales, for instance,have plunged this yearas many consumers still are working through purchases made last year.Those trends set up a big fiscal third quarter release for P&G on Tuesday morning. PG stock has rallied in recent weeks after fading to an eight-month low in early March. A 23x forward price-to-earnings multiple is well above recent levels. And Q3 is the first of several quarters in which the company will face difficult, pandemic-driven, year-prior comparisons.Particularly with PG up about 12% in six weeks, Q3 results need to be strong ahead of more difficult compares in fiscal Q4 and fiscal Q1. If they’re not, PG stock could stumble after the release — and bring other CPG stocks with it.Earnings Reports to Watch: Netflix (NFLX)Earnings Report Date: Tuesday, April 20, after market closeNetflix too seems like an obvious pandemic winner. Early on, NFLX stock was treated as such, as it rallied quickly off March 2020 lows and touched an all-time high in early July.Since then, however, NFLX has been stuck. One obvious reason why is that investor attention has turned to other streaming plays such asRoku(NASDAQ:ROKU) and direct Netflix competitorsDisney(NYSE:DIS) andViacomCBS(NASDAQ:VIAC,NASDAQ:VIACA).But earnings haven’t necessarily helped, either. NFLX stock did jump after January’s Q4 report despite a bottom-line miss, but the gains receded in a matter of weeks. Subscriber growthslowed in Q3, which the company attributed to the spike in sign-ups amid the pandemic.With normalcy returning, earnings this week can set the 2021 narrative. A blowout quarter in the face of so much new competition establishes Netflix as the king of streaming, with other services simply fighting for second place. Any weakness, particularly in the subscriber count, might suggest that those new platforms are pulling Netflix subscribers away.With the forward earnings multiple down to a more reasonable 43x, NFLX stock is cheap enough to break out if its dominance appears assured. And with incremental margins from additional subscribers driving the expected profit growth, it’s expensive enough to plunge if top-line momentum slows. This looks like a big quarter for NFLX stock — and big enough to move other streaming names as well.AT&T (T)Earnings Report Date: Thursday, April 22, before market openOne of those new Netflix competitors, of course, is AT&T. The telecommunications giant launched its HBO Max streaming service in May. Despiteclearing 60 million worldwide subscribersby the end of last year, HBO Max hasn’t done much for T stock.Of course, nothing has done much for the stock, which actually is down 2% over the past decade. Investors have received a generally healthy dividend, which now yields 7%. But in terms of share price appreciation, AT&T stock has been the definition of ‘dead money’.Something needs to change. It’s hard to see what that will be. HBO Max’s growth has been impressive, but the streaming business is cannibalizing revenue from DIRECTV as well as WarnerMedia’s TNT and TBS cable channels. In wireless, AT&T continues to lose share toVerizon Communications(NYSE:VZ), which reports on Wednesday morning, and a now-largerT-Mobile(NASDAQ:TMUS).Simply put, beyond the dividend yield AT&T hasn’t given investors a good reason to own T stock. It needs to start doing so, and Thursday morning would be a fine time to start. AT&T needs to print sustainable growth either in wireless or in WarnerMedia as a whole. Of course, as the last few years show, that’s easier said than done.Earnings Reports to Watch: Intel (INTC)Earnings Report Date: Thursday, April 22, after market closeEarnings this week look absolutely crucial for Intel. INTC plunged after back-to-back earnings reports last year amidyet another stumblein its move to the 7nm node. News in December thatApple(NASDAQ:AAPL) andMicrosoft(NASDAQ:MSFT) weredeveloping their own chipsended a relief rally and sent the stock back to the lows.Yet earlier this month INTC threatened its highest level since a brief 2000 peak amid the dot-com bubble. A better-than-expected Q4 release in January certainly helped. But the chip shortage has proved a catalyst as well. In this environment, Intel’s owned manufacturing capacity gives it an edge over ‘fabless’ rivalsAdvanced Micro Devices(NASDAQ:AMD) andNvidia(NASDAQ:NVDA).In other words, Intel has gotten a reprieve. It’s an advantage the company absolutely must take advantage of. With INTC still trading at 14x forward earnings, the stock is cheap enough that the rally can continue if Intel doesn’t give investors a reason to sell.That might seem like a low bar to clear — but Intel’s recent history suggests otherwise.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346333096,"gmtCreate":1617988130115,"gmtModify":1704705745490,"author":{"id":"3567410774681125","authorId":"3567410774681125","name":"巧蓁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567410774681125","authorIdStr":"3567410774681125"},"themes":[],"htmlText":"Netflix good stock. Like and comment please","listText":"Netflix good stock. Like and comment please","text":"Netflix good stock. Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/346333096","repostId":"2126315033","repostType":4,"repost":{"id":"2126315033","pubTimestamp":1617981660,"share":"https://ttm.financial/m/news/2126315033?lang=&edition=fundamental","pubTime":"2021-04-09 23:21","market":"us","language":"en","title":"Netflix Grabs Sony's Pay-TV Movie Deal From Starz","url":"https://stock-news.laohu8.com/highlight/detail?id=2126315033","media":"Anders Bylund","summary":"Most Hollywood studios have started their own streaming services to compete in the evolving media market. Sony picked a well-established partner instead.","content":"<p>Video-streaming veteran <b>Netflix</b> (NASDAQ:NFLX) just signed a multiyear content deal with <b>Sony</b> (NYSE:SNE) Pictures Entertainment. Starting in 2022, Sony will move its exclusive pay-TV distribution window from longtime partner <a href=\"https://laohu8.com/S/STRZA\">Starz</a> to Netflix, putting the studio's theatrical releases on Netflix's global streaming platform.</p><p>Sony and Netflix already had a streaming agreement for animated content, but this deal expands that partnership to all genres and production types. Titles making their home entertainment premiere in 2022 on Netflix rather than <b>Lions Gate Entertainment</b> (NYSE:LGF-A) (NYSE:LGF-B) subsidiary <a href=\"https://laohu8.com/S/STRZB\">Starz</a> will include the Brad Pitt thriller <i>Bullet Train</i>, the ensemble-cast action movie <i>Uncharted</i>, and the Reese Witherspoon-produced murder drama <i>Where the Crawdads Sing</i>.</p><p><img src=\"https://static.tigerbbs.com/9243727dc46ddf4fb557f7d44eef1325\" tg-width=\"700\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><p>Netflix will also distribute future titles in Sony's established film franchises such as <i>Venom</i>, <i>Jumanji</i>, and <i>Bad Boys</i>, as well as any other new projects that Sony's several studio brands may come up with. The deal also allows licensing rights for Netflix to show some titles from Sony's enormous back catalog.</p><p>Furthermore, Netflix gets \"first look\" privilege to consider developing any direct-to-streaming titles Sony's studios may develop during this agreement.&nbsp;Netflix has committed to releasing an undisclosed minimum number of such productions, which will add exclusive Sony/Netflix content on top of Sony's continuing theatrical productions.</p><p>The terms of the deal were not disclosed, but Netflix's payments to Sony should be \"record setting\" for a pay-TV distribution window, according to <i>Variety</i>'s anonymous insider sources.</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>Netflix Grabs Sony's Pay-TV Movie Deal From Starz</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\">\nNetflix Grabs Sony's Pay-TV Movie Deal From Starz\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/09/netflix-grabs-sonys-pay-tv-movie-deal-from-starz/><strong>Anders Bylund</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Video-streaming veteran Netflix (NASDAQ:NFLX) just signed a multiyear content deal with Sony (NYSE:SNE) Pictures Entertainment. Starting in 2022, Sony will move its exclusive pay-TV distribution ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/09/netflix-grabs-sonys-pay-tv-movie-deal-from-starz/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/04/09/netflix-grabs-sonys-pay-tv-movie-deal-from-starz/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126315033","content_text":"Video-streaming veteran Netflix (NASDAQ:NFLX) just signed a multiyear content deal with Sony (NYSE:SNE) Pictures Entertainment. Starting in 2022, Sony will move its exclusive pay-TV distribution window from longtime partner Starz to Netflix, putting the studio's theatrical releases on Netflix's global streaming platform.Sony and Netflix already had a streaming agreement for animated content, but this deal expands that partnership to all genres and production types. Titles making their home entertainment premiere in 2022 on Netflix rather than Lions Gate Entertainment (NYSE:LGF-A) (NYSE:LGF-B) subsidiary Starz will include the Brad Pitt thriller Bullet Train, the ensemble-cast action movie Uncharted, and the Reese Witherspoon-produced murder drama Where the Crawdads Sing.Image source: Getty Images.Netflix will also distribute future titles in Sony's established film franchises such as Venom, Jumanji, and Bad Boys, as well as any other new projects that Sony's several studio brands may come up with. The deal also allows licensing rights for Netflix to show some titles from Sony's enormous back catalog.Furthermore, Netflix gets \"first look\" privilege to consider developing any direct-to-streaming titles Sony's studios may develop during this agreement. Netflix has committed to releasing an undisclosed minimum number of such productions, which will add exclusive Sony/Netflix content on top of Sony's continuing theatrical productions.The terms of the deal were not disclosed, but Netflix's payments to Sony should be \"record setting\" for a pay-TV distribution window, according to Variety's anonymous insider sources.","news_type":1},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571345352614779","authorId":"3571345352614779","name":"xiaobaii","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3571345352614779","authorIdStr":"3571345352614779"},"content":"Kindly give me a like & a comment please, thank you very much.","text":"Kindly give me a like & a comment please, thank you very much.","html":"Kindly give me a like & a comment please, thank you very much."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346330678,"gmtCreate":1617987800594,"gmtModify":1704705743226,"author":{"id":"3567410774681125","authorId":"3567410774681125","name":"巧蓁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567410774681125","authorIdStr":"3567410774681125"},"themes":[],"htmlText":"Wait for coinbase","listText":"Wait for coinbase","text":"Wait for coinbase","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/346330678","repostId":"1168300924","repostType":4,"repost":{"id":"1168300924","pubTimestamp":1617955250,"share":"https://ttm.financial/m/news/1168300924?lang=&edition=fundamental","pubTime":"2021-04-09 16:00","market":"us","language":"en","title":"Next Week’s IPO Lineup Is Growing. It Could Be Busy.","url":"https://stock-news.laohu8.com/highlight/detail?id=1168300924","media":"barrons","summary":"The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six.Coinbase, the largest U.S. cryptocurrency exchange,is slated to open for trading on Wednesday, April 14. Applovin and TuSimple are listing the next day, three people familiar with the situation said. Agilon Health ismaking its debut that Thursday.And Alkami Technology,a bank software company, and Karat Pa","content":"<p>The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six.</p><p>Coinbase, the largest U.S. cryptocurrency exchange,is slated to open for trading on Wednesday, April 14. Applovin and TuSimple are listing the next day, three people familiar with the situation said. Agilon Health ismaking its debut that Thursday.</p><p>And Alkami Technology,a bank software company, and Karat Packaging, whichmakes environmentally-friendly disposable food service products, are also reportedly going public.</p><p>This week, by way of contrast, two companies, Reneo Pharmaceuticals and VectivBio Holding, are listing. Both are small biotech companies that areslated to begin trading on the Nasdaq on Friday.</p><p>Applovin on Wednesday set terms for its initial public offering. It is offering 25 million shares at $75 to $85 each, which means it could raise as much as $2.13 billion if the stock sells at the high end of that range. The company plans to trade on the Nasdaq under the symbol APP.</p><p>Eighteen underwriters are listed in the Applovin prospectus, includingMorgan Stanley(ticker: MS),JPMorgan Chase(JPM),KKR,&nbsp;Bank of America‘s (BAC) BofA Securities, andCitigroup(C).</p><p>Founded in 2012, Applovin&nbsp;provides software&nbsp;used by mobile-game developers to grow their businesses.&nbsp; Some 410 million people a day open apps that contain Applovin software, according to the company. Applovin also has a portfolio of more than 200 free-to-play mobile games with 32 million daily users.</p><p>In 2018, KKRbought a minority stakein Applovin for $400 million, valuing Applovin at $2 billion at the time. Applovin in February acquired Adjust, a firm that helps mobile-app developers measure the performance of apps and prevent fraud, for $1 billion. KKR will own 67.4% of the company after the IPO, theprospectus said.</p><p>With 357,955,309 shares outstanding, Applovin’s market capitalization could hit $30 billion.</p><p>TuSimple also set terms for its IPO. The self-driving technology company could raise as much as $1.3 billion; it is offering nearly 34 million shares at $35 to $39 each. It will trade on the Nasdaq under the ticker TSP.</p><p>Morgan Stanley(MS),Citigroup,and J.P. Morgan (JPM) are lead bookrunners on the deal.</p><p>Founded in 2015, TuSimple is looking to transform the $800 billion trucking industry. The San Diego company, which has plants in Tucson, Shanghai, and Beijing, in addition to operations in Japan, is developing an autonomous freight network for long-haul, semi-trucks that it says will increase efficiency and safety on the road, while cutting operating costs.</p><p>TuSimple develops software for the Level 4 self-driving, long-haul trucks, which can see up to 1,000 meters away, equivalent to 30 seconds of driving time. High-definition maps provide accuracy within five centimeters.</p><p>The company is partnering withNavistar(NAV) to develop trucks for the North American market by 2024,its prospectus said. TuSimple has another partnership withVolkswagensubsidiary TRATON for trucks in Europe. Navistar, TRATON, and United Parcel Service (UPS) are all investors.</p><p>TuSimple has raised $800 million in funding, including a $350 million round in November led by VectoIQ.BlackRock(BR), Fidelity Management &amp; Research Co and Capital Group are in talks to buy up to 10.1 million TuSimple shares at the IPO price, the prospectus said.</p><p>The company will have 212,263,328 shares outstanding, meaning TuSimple’s market cap could climb to $8.3 billion. TuSimple, however, is not profitable. Losses widened to $177.9 million in 2020 from $84.9 million in 2019. Revenue jumped nearly 160% to $1.8 million in 2020.</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>Next Week’s IPO Lineup Is Growing. It Could Be Busy.</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\">\nNext Week’s IPO Lineup Is Growing. It Could Be Busy.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/next-weeks-ipo-lineup-is-growing-it-could-be-busy-51617907448?mod=hp_LEAD_1_B_2><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six....</p>\n\n<a href=\"https://www.barrons.com/articles/next-weeks-ipo-lineup-is-growing-it-could-be-busy-51617907448?mod=hp_LEAD_1_B_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALKT":"Alkami Technology, Inc.","VECT":"VectivBio Holding AG","COIN":"Coinbase Global, Inc.","APP":"AppLovin Corporation","KRT":"Karat Packaging Inc."},"source_url":"https://www.barrons.com/articles/next-weeks-ipo-lineup-is-growing-it-could-be-busy-51617907448?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168300924","content_text":"The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six.Coinbase, the largest U.S. cryptocurrency exchange,is slated to open for trading on Wednesday, April 14. Applovin and TuSimple are listing the next day, three people familiar with the situation said. Agilon Health ismaking its debut that Thursday.And Alkami Technology,a bank software company, and Karat Packaging, whichmakes environmentally-friendly disposable food service products, are also reportedly going public.This week, by way of contrast, two companies, Reneo Pharmaceuticals and VectivBio Holding, are listing. Both are small biotech companies that areslated to begin trading on the Nasdaq on Friday.Applovin on Wednesday set terms for its initial public offering. It is offering 25 million shares at $75 to $85 each, which means it could raise as much as $2.13 billion if the stock sells at the high end of that range. The company plans to trade on the Nasdaq under the symbol APP.Eighteen underwriters are listed in the Applovin prospectus, includingMorgan Stanley(ticker: MS),JPMorgan Chase(JPM),KKR, Bank of America‘s (BAC) BofA Securities, andCitigroup(C).Founded in 2012, Applovin provides software used by mobile-game developers to grow their businesses.  Some 410 million people a day open apps that contain Applovin software, according to the company. Applovin also has a portfolio of more than 200 free-to-play mobile games with 32 million daily users.In 2018, KKRbought a minority stakein Applovin for $400 million, valuing Applovin at $2 billion at the time. Applovin in February acquired Adjust, a firm that helps mobile-app developers measure the performance of apps and prevent fraud, for $1 billion. KKR will own 67.4% of the company after the IPO, theprospectus said.With 357,955,309 shares outstanding, Applovin’s market capitalization could hit $30 billion.TuSimple also set terms for its IPO. The self-driving technology company could raise as much as $1.3 billion; it is offering nearly 34 million shares at $35 to $39 each. It will trade on the Nasdaq under the ticker TSP.Morgan Stanley(MS),Citigroup,and J.P. Morgan (JPM) are lead bookrunners on the deal.Founded in 2015, TuSimple is looking to transform the $800 billion trucking industry. The San Diego company, which has plants in Tucson, Shanghai, and Beijing, in addition to operations in Japan, is developing an autonomous freight network for long-haul, semi-trucks that it says will increase efficiency and safety on the road, while cutting operating costs.TuSimple develops software for the Level 4 self-driving, long-haul trucks, which can see up to 1,000 meters away, equivalent to 30 seconds of driving time. High-definition maps provide accuracy within five centimeters.The company is partnering withNavistar(NAV) to develop trucks for the North American market by 2024,its prospectus said. TuSimple has another partnership withVolkswagensubsidiary TRATON for trucks in Europe. Navistar, TRATON, and United Parcel Service (UPS) are all investors.TuSimple has raised $800 million in funding, including a $350 million round in November led by VectoIQ.BlackRock(BR), Fidelity Management & Research Co and Capital Group are in talks to buy up to 10.1 million TuSimple shares at the IPO price, the prospectus said.The company will have 212,263,328 shares outstanding, meaning TuSimple’s market cap could climb to $8.3 billion. TuSimple, however, is not profitable. Losses widened to $177.9 million in 2020 from $84.9 million in 2019. Revenue jumped nearly 160% to $1.8 million in 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348586418,"gmtCreate":1617941692334,"gmtModify":1704705100658,"author":{"id":"3567410774681125","authorId":"3567410774681125","name":"巧蓁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567410774681125","authorIdStr":"3567410774681125"},"themes":[],"htmlText":"Slightly high price","listText":"Slightly high price","text":"Slightly high price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/348586418","repostId":"1197846121","repostType":4,"repost":{"id":"1197846121","pubTimestamp":1617939719,"share":"https://ttm.financial/m/news/1197846121?lang=&edition=fundamental","pubTime":"2021-04-09 11:41","market":"us","language":"en","title":"Is Facebook Still At A Buy Point?","url":"https://stock-news.laohu8.com/highlight/detail?id=1197846121","media":"seekingalpha","summary":"SummaryFacebook's share price has reached a new all-time high, but we believe they are attractively-","content":"<p><b>Summary</b></p><ul><li>Facebook's share price has reached a new all-time high, but we believe they are attractively-priced even now.</li><li>With Facebook shares at approx. $308, we expect an exit price of $467 and a total return of 52% (11.8% annualized) in just under 4 years.</li><li>Our first key assumption is a long-term mid-teens EPS CAGR, supported by Facebook's strong revenue growth and potential margin expansion.</li><li>Our second key assumption is a 30x P/E, justified by the quality of earnings and long-term interest rates, even after the recent spike.</li><li>Upcoming events include Q1 results (on April 28), iOS 14 tracking changes, a potential U.S. tax hike and the post-COVID recovery.</li></ul><p><b>Facebook Stock Price at All-Time High</b></p><p>We review Facebook (FB) after shares have just reached a new all-time high, at approx. $308 on Tuesday (April 5) morning.</p><p>Weinitiatedour Buy rating on Facebook in March 2019, and reiterated itmultiple timessince. By Easter weekend, Facebook shares had already risen 74.4%, doubling from the start of 2019 and rising9.3% year-to-date:</p><table><tbody><tr><td><p><i><b>Facebook Share Price vs. Alphabet and S&amp;P 500 (Since 2019)</b></i></p><p><img src=\"https://static.tigerbbs.com/b451d046c2244475a25bad0d58386b73\" tg-width=\"1183\" tg-height=\"440\" referrerpolicy=\"no-referrer\"></p><p><i>Source:Yahoo Finance (04-Apr-21).</i></p></td></tr></tbody></table><p><b>Is Facebook Overvalued?</b></p><p>At $308, Facebook stock is trading at a P/E of 31.3x and a Free Cash Flow (\"FCF\") Yield of 1.6% (net of cash worth 6% of the market capitalization):</p><table><tbody><tr><td><p><b><i>Facebook Net Income, Cashflows &amp; Valuation</i></b></p><p><img src=\"https://static.tigerbbs.com/8ac7117702e1000ac7b6a518a9b3cf16\" tg-width=\"661\" tg-height=\"245\" referrerpolicy=\"no-referrer\"></p><p><i>Source:Facebook company filings.</i></p></td></tr></tbody></table><p>FCF is likely lower than it can be, as Facebook, Inc. has been in investment mode, spending large amounts on both capital expenditure and buybacks to offset stock-based compensation.</p><p>Whether Facebook shares are overvalued depends on the prospective return from the current price. With Facebook shares at approx. $308, our forecasts (which remain unchanged from ourJanuary update) indicate an exit price of $467 and a total return of 52% (11.8% annualized) by 2024 year-end, which mean shares remain attractively-priced:</p><table><tbody><tr><td><p><i><b>Illustrative Facebook Return Forecasts</b></i></p><p><img src=\"https://static.tigerbbs.com/3b156c4063cbd9f139e2866ef53b585e\" tg-width=\"533\" tg-height=\"268\" referrerpolicy=\"no-referrer\"></p><p><i>Source: Librarian Capital estimates.</i></p></td></tr></tbody></table><p>Our return is driven by the 2024 exit price, in turn determined by the 2024 EPS and the exit multiple. The two key assumptions are thus a long-term mid-teens EPS CAGR and a 30x P/E, which we believe reasonable for reasons set out below.</p><p><b>Mid-Teens EPS CAGR Assumption</b></p><p>The mid-teens EPS CAGR assumption is supported by Facebook's record of strong revenue growth and potential margin expansion.</p><p>Revenue growth has been primarily driven by the number of users, the number of ads per user, and the average ad price - all of these remain powerful drivers. Apart from a brief COVID-related interruption in Q1 and Q2 of 2020, year-on-year ad revenue growth is still consistently exceeding 20%:</p><table><tbody><tr><td><p><i><b>Facebook Ad Revenue Growth Y/Y (Since 2017)</b></i></p><p><img src=\"https://static.tigerbbs.com/8f748de2f0be04726d11549d592c5318\" tg-width=\"678\" tg-height=\"257\" referrerpolicy=\"no-referrer\"></p><p><i>Source: Facebook company filings.</i></p></td></tr></tbody></table><p>While the Facebook social network may now be more mature, Instagram is still relatively new, and Facebook is also pursuing initiatives in e-commerce, Augmented Reality, payments, etc. In addition, Facebook has shown the ability to utilize its scale and existing user base as a “fast follower” on products and features, helped sometime by acquisitions (like Instagram and WhatsApp). We are confident that Facebook will continue to grow revenues strongly.</p><p>The mid-teens EPS CAGR assumption is also supported by the potential for margins to expand. We believe Facebook's current profit margin is lower than it can be - while EBIT has grown at double-digits in recent years, this represents a lag behind revenue growth. As Facebook is a platform business with low incremental costs, it should have natural operational leverage, but at present this is held back by intentionally high R&amp;D costs:</p><table><tbody><tr><td><p><i><b>Facebook Revenue &amp; EBIT Growth Y/Y</b></i></p><p><img src=\"https://static.tigerbbs.com/42c96b127facbce91a9adee79572ab9a\" tg-width=\"398\" tg-height=\"273\" referrerpolicy=\"no-referrer\"></p><p><i>Source: Facebook company filings.</i></p></td></tr></tbody></table><p>Actual spending has been consistently lower than guidance, showing the degree of management control over expenses. For example, for 2020, management had guided to $54-59bn of OpEx at the start of the year but ended up at $53bn; likewise, for 2019, management had guided to $43-46bn, but ended up at $42bn. The same pattern is also evident in CapEx.</p><p><b>30x P/E Assumption</b></p><p>The 30x P/E assumption is justified by the quality of Facebook's earnings and long-term interest rates.</p><p>We look at equity valuation through the Equity Risk Premium – equities should pay a premium over the risk-free rate, with the premium determined by the resilience and growth of the earnings.</p><p>For the risk-free rate, despite the recent spike, 10-year U.S. Treasuries still have a yield of 1.7% and 30-year ones have one of 2.4%; the yields have been below 2.5% and 3.0% respectively for most of last 5 years:</p><table><tbody><tr><td><p><i><b>U.S. Treasury Bond Yields</b></i></p><p><img src=\"https://static.tigerbbs.com/c90aec81c8498b6b48199d209d3188bc\" tg-width=\"907\" tg-height=\"179\" referrerpolicy=\"no-referrer\"></p><p><i>Source: Marketwatch (04-Apr-21).</i></p></td></tr></tbody></table><p>Compared to such fixed coupons, a multi-year compounder like Facebook growing at double-digits is attractive even at a 3.3% EPS Yield (i.e. a P/E of 30x). Facebook stock's current 31.3x P/E (on 2020 EPS) is also lower than the multiples for Alphabet (GOOG) and Microsoft (MSFT), both around 36x.</p><p><b>Regulatory &amp; Political Risks Overstated</b></p><p>Regulations and political controversies have been top-of-mind for investors, but these are manageable and may even entrench Facebook's position.</p><p>Facebook has a good record in managing regulatory issues. The European Union's 2018 Global Data Protection Regulation contained wide-ranging rules, yet Facebook's revenues in Europe grew by more than 20% in both 2019 and 2020. The Cambridge Analytica controversy involved the 2016 U.S. presidential election and 50m user profiles, yet Facebook ultimately resolved it with only a $5bn fine in 2019 and still made a $24bn EBIT that year.</p><p>Facebook has actually called for more regulation on content:</p><blockquote>“I don't think each service should individually decide what content or advertising is allowed during elections, or what content is harmful overall. There should be a more democratic process for determining these rules and regulations … That's why I've called for clearer regulation for our industry.” <i>Mark Zuckerberg, Facebook CEO (Q4 2019 earnings call)</i></blockquote><p>Due to Facebook's scale, regulations will be a manageable cost for them, but potentially a barrier for new entrants.</p><p>Facebook's business model - keeping users engaged to show them more ads, knowing enough about users to show them relevant ads - ultimately does not need political content, and Facebook has already been de-emphasizing this:</p><blockquote>“We stopped recommending civic and political groups in the U.S. ahead of the elections … now we plan to keep civic and political groups out of recommendations for the long term, and we plan to expand that policy globally … we're also currently considering steps we could take to reduce the amount of political content in News Feed as well … one of the top pieces of feedback we're hearing from our community right now is that people don't want politics and fighting to take over their experience on our services.” <i>Mark Zuckerberg, Facebook CEO (Q4 2020 earnings call)</i></blockquote><p>Facebook CEO Mark Zuckerberg'stestimony before Congressabout online misinformation in March 2021 passed without incident.</p><p>Facebook is also on strong grounds on anti-trust issues - being free to consumers, almost by definition it cannot cause \"consumer harm\", a key requirement in anti-trust laws in many countries; there is also plenty of choice in digital advertising for businesses.</p><p>Some governments have tried to force Facebook and Alphabet to pay traditional news media for content, but this has also been manageable. In the last few months Facebook has reached its own agreements inthe U.K.andAustralia, followingan existing templateused in recent years (as has Alphabet).</p><p><b>Competition with Other Big Tech</b></p><p>There have been some investor concerns about competition with other Big Tech, particularly Apple (AAPL). As Zuckerberg himself stated:</p><blockquote>“We increasingly see Apple as one of our biggest competitors ... we’re also seeing Apple’s business depend more and more on gaining share in apps and services against us and other developers. Apple has every incentive to use their dominant platform position to interfere with how our apps and other apps work, which they regularly do to preference their own.” <i>Mark Zuckerberg, Facebook CEO (Q4 2020 earnings call)</i></blockquote><p>One key development has been the App Track Transparency (\"ATT\") changes within iOS 14 in spring 2021, which will govern how apps target users and measure their activity. (The changes have already been delayed from their original September 2020 launch date.) This was singled out by Facebook management as a potential headwind in 2021:</p><blockquote>“While the timing of the iOS14 changes remains uncertain, we would expect to see an impact beginning late in the first quarter” <i>Dave Wehner, Facebook CFO (Q4 20 earnings call)</i></blockquote><p>However, ultimately we believe that Apple and Facebook (along with other Big Tech) will co-exist as \"frenemies\". Apple needs to provide the best consumer experience, and it generates significant income from other Tech companies (including an estimated $8-12bn annually from its Search partnership with Alphabet), so it cannot do everything on its own. Facebook's position is protected by its Technology, consumer loyalty, the Network Effect, and its platform synergies, just as we have described for Alphabet at ourinitiation. Regulations and anti-trust concerns will also likely prevent a “winner takes all” outcome in digital advertising.</p><p>It is worth noting that most attempts to challenge an emerging category leader in Technology have failed in the past: Alphabet tried to challenge Facebook with its own Orkut social network, but gave up in 2014; Facebook itself ended up buying WhatsApp (for $19bn in 2014) and Instagram (for $1bn in 2012) after its own challenges had failed.</p><p><b>Potential U.S. Tax Hike</b></p><p>Over the past few weeks, the Biden administration has proposed several tax increases that may affect Facebook:</p><ul><li>An increase in the U.S. corporate tax rate from 21% to 28% (compared to 35% before the 2017 tax cut)</li><li>An increase in the GILTI tax (on overseas earnings) from 11% to 21%</li><li>A global minimum tax of 21%, to be agreed with other countries, to counter offshore tax havens</li></ul><p>For context, Facebook is currently expecting its 2021 tax rate to be “in the high teens”; it was 14% in 2020 and 20% in 2019.</p><p>Goldman Sachs has estimated that there will be an average 9% EPS impact for Tech companies:</p><table><tbody><tr><td><p><i><b>Biden Tax Proposals’ Expected Impact on EPS by Sector</b></i></p><p><img src=\"https://static.tigerbbs.com/e6c3760718ebc2d5adb4a8cac152f8bb\" tg-width=\"512\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p><i>Source:Financial Times (05-Apr-21).</i></p></td></tr></tbody></table><p>We believe the impact on Facebook's share price will be marginal. While a higher tax rate would reduce the equity value of Facebook stock, it would do the same for other stocks, and would be offset by the improving macro outlook as COVID-19 is brought under control.</p><p><b>When Should You Buy Facebook Shares?</b></p><p>As a long-term investor, we do not try to time the market, and instead base our buying decisions on each stock's prospective return and the alternatives.</p><p>Given the quality of its franchise and the size of its long-term potential, we believe Facebook shares to be among the most attractive in the market today. The time to buy is now.</p><p>Facebook is set to announce its Q1 2021 results post-market on April 28. Existing guidance points to continuing strong growth, partly due to a weak prior year:</p><blockquote>“In the first half of 2021 we will be lapping a period of growth that was negatively impacted by reduced advertising demand during the early stages of the pandemic. As a result, we expect year-over-year growth rates in total revenue to remain stable or modestly accelerate sequentially in the first and second quarters of 2021. In the second half of the year we will lap periods of increasingly strong growth which will significantly pressure year-over-year growth rates” <i>Dave Wehner, Facebook CFO (Q4 2020 earnings call)</i></blockquote><p>With Q1 2021 results, we will likely also get a glimpse of the impact of the ATT changes in iOS 14. As we progress through the year, we should see the gradual end of the COVID-19 pandemic and how this affects Facebook. COVID-19 is now under much better control in the U.K. and U.S. thanks to vaccinations, but is worsening in Europe and LATAM.</p><p><b>Conclusion</b></p><p>Facebook's share price has reached a new all-time high, but we believe Facebook shares are attractively-priced even now.</p><p>With Facebook shares at approx. $308, we expect an exit price of $467 and a total return of 52% (11.8% annualized) in just under 4 years.</p><p>Our first key assumption is a long-term mid-teens EPS CAGR, supported by Facebook's strong revenue growth and potential margin expansion.</p><p>Our second key assumption is a 30x P/E, justified by the quality of earnings and long-term interest rates, even after the recent spike.</p><p>Upcoming events include Q1 results (on April 28), iOS 14 tracking changes, a potential U.S. tax hike and the post-COVID recovery.</p><p>We reiterate our Buy rating on Facebook stock.</p>","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>Is Facebook Still At A Buy Point?</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; 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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\">\nIs Facebook Still At A Buy Point?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4417848-facebook-stock-still-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFacebook's share price has reached a new all-time high, but we believe they are attractively-priced even now.With Facebook shares at approx. $308, we expect an exit price of $467 and a total ...</p>\n\n<a href=\"https://seekingalpha.com/article/4417848-facebook-stock-still-buy\">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://seekingalpha.com/article/4417848-facebook-stock-still-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1197846121","content_text":"SummaryFacebook's share price has reached a new all-time high, but we believe they are attractively-priced even now.With Facebook shares at approx. $308, we expect an exit price of $467 and a total return of 52% (11.8% annualized) in just under 4 years.Our first key assumption is a long-term mid-teens EPS CAGR, supported by Facebook's strong revenue growth and potential margin expansion.Our second key assumption is a 30x P/E, justified by the quality of earnings and long-term interest rates, even after the recent spike.Upcoming events include Q1 results (on April 28), iOS 14 tracking changes, a potential U.S. tax hike and the post-COVID recovery.Facebook Stock Price at All-Time HighWe review Facebook (FB) after shares have just reached a new all-time high, at approx. $308 on Tuesday (April 5) morning.Weinitiatedour Buy rating on Facebook in March 2019, and reiterated itmultiple timessince. By Easter weekend, Facebook shares had already risen 74.4%, doubling from the start of 2019 and rising9.3% year-to-date:Facebook Share Price vs. Alphabet and S&P 500 (Since 2019)Source:Yahoo Finance (04-Apr-21).Is Facebook Overvalued?At $308, Facebook stock is trading at a P/E of 31.3x and a Free Cash Flow (\"FCF\") Yield of 1.6% (net of cash worth 6% of the market capitalization):Facebook Net Income, Cashflows & ValuationSource:Facebook company filings.FCF is likely lower than it can be, as Facebook, Inc. has been in investment mode, spending large amounts on both capital expenditure and buybacks to offset stock-based compensation.Whether Facebook shares are overvalued depends on the prospective return from the current price. With Facebook shares at approx. $308, our forecasts (which remain unchanged from ourJanuary update) indicate an exit price of $467 and a total return of 52% (11.8% annualized) by 2024 year-end, which mean shares remain attractively-priced:Illustrative Facebook Return ForecastsSource: Librarian Capital estimates.Our return is driven by the 2024 exit price, in turn determined by the 2024 EPS and the exit multiple. The two key assumptions are thus a long-term mid-teens EPS CAGR and a 30x P/E, which we believe reasonable for reasons set out below.Mid-Teens EPS CAGR AssumptionThe mid-teens EPS CAGR assumption is supported by Facebook's record of strong revenue growth and potential margin expansion.Revenue growth has been primarily driven by the number of users, the number of ads per user, and the average ad price - all of these remain powerful drivers. Apart from a brief COVID-related interruption in Q1 and Q2 of 2020, year-on-year ad revenue growth is still consistently exceeding 20%:Facebook Ad Revenue Growth Y/Y (Since 2017)Source: Facebook company filings.While the Facebook social network may now be more mature, Instagram is still relatively new, and Facebook is also pursuing initiatives in e-commerce, Augmented Reality, payments, etc. In addition, Facebook has shown the ability to utilize its scale and existing user base as a “fast follower” on products and features, helped sometime by acquisitions (like Instagram and WhatsApp). We are confident that Facebook will continue to grow revenues strongly.The mid-teens EPS CAGR assumption is also supported by the potential for margins to expand. We believe Facebook's current profit margin is lower than it can be - while EBIT has grown at double-digits in recent years, this represents a lag behind revenue growth. As Facebook is a platform business with low incremental costs, it should have natural operational leverage, but at present this is held back by intentionally high R&D costs:Facebook Revenue & EBIT Growth Y/YSource: Facebook company filings.Actual spending has been consistently lower than guidance, showing the degree of management control over expenses. For example, for 2020, management had guided to $54-59bn of OpEx at the start of the year but ended up at $53bn; likewise, for 2019, management had guided to $43-46bn, but ended up at $42bn. The same pattern is also evident in CapEx.30x P/E AssumptionThe 30x P/E assumption is justified by the quality of Facebook's earnings and long-term interest rates.We look at equity valuation through the Equity Risk Premium – equities should pay a premium over the risk-free rate, with the premium determined by the resilience and growth of the earnings.For the risk-free rate, despite the recent spike, 10-year U.S. Treasuries still have a yield of 1.7% and 30-year ones have one of 2.4%; the yields have been below 2.5% and 3.0% respectively for most of last 5 years:U.S. Treasury Bond YieldsSource: Marketwatch (04-Apr-21).Compared to such fixed coupons, a multi-year compounder like Facebook growing at double-digits is attractive even at a 3.3% EPS Yield (i.e. a P/E of 30x). Facebook stock's current 31.3x P/E (on 2020 EPS) is also lower than the multiples for Alphabet (GOOG) and Microsoft (MSFT), both around 36x.Regulatory & Political Risks OverstatedRegulations and political controversies have been top-of-mind for investors, but these are manageable and may even entrench Facebook's position.Facebook has a good record in managing regulatory issues. The European Union's 2018 Global Data Protection Regulation contained wide-ranging rules, yet Facebook's revenues in Europe grew by more than 20% in both 2019 and 2020. The Cambridge Analytica controversy involved the 2016 U.S. presidential election and 50m user profiles, yet Facebook ultimately resolved it with only a $5bn fine in 2019 and still made a $24bn EBIT that year.Facebook has actually called for more regulation on content:“I don't think each service should individually decide what content or advertising is allowed during elections, or what content is harmful overall. There should be a more democratic process for determining these rules and regulations … That's why I've called for clearer regulation for our industry.” Mark Zuckerberg, Facebook CEO (Q4 2019 earnings call)Due to Facebook's scale, regulations will be a manageable cost for them, but potentially a barrier for new entrants.Facebook's business model - keeping users engaged to show them more ads, knowing enough about users to show them relevant ads - ultimately does not need political content, and Facebook has already been de-emphasizing this:“We stopped recommending civic and political groups in the U.S. ahead of the elections … now we plan to keep civic and political groups out of recommendations for the long term, and we plan to expand that policy globally … we're also currently considering steps we could take to reduce the amount of political content in News Feed as well … one of the top pieces of feedback we're hearing from our community right now is that people don't want politics and fighting to take over their experience on our services.” Mark Zuckerberg, Facebook CEO (Q4 2020 earnings call)Facebook CEO Mark Zuckerberg'stestimony before Congressabout online misinformation in March 2021 passed without incident.Facebook is also on strong grounds on anti-trust issues - being free to consumers, almost by definition it cannot cause \"consumer harm\", a key requirement in anti-trust laws in many countries; there is also plenty of choice in digital advertising for businesses.Some governments have tried to force Facebook and Alphabet to pay traditional news media for content, but this has also been manageable. In the last few months Facebook has reached its own agreements inthe U.K.andAustralia, followingan existing templateused in recent years (as has Alphabet).Competition with Other Big TechThere have been some investor concerns about competition with other Big Tech, particularly Apple (AAPL). As Zuckerberg himself stated:“We increasingly see Apple as one of our biggest competitors ... we’re also seeing Apple’s business depend more and more on gaining share in apps and services against us and other developers. Apple has every incentive to use their dominant platform position to interfere with how our apps and other apps work, which they regularly do to preference their own.” Mark Zuckerberg, Facebook CEO (Q4 2020 earnings call)One key development has been the App Track Transparency (\"ATT\") changes within iOS 14 in spring 2021, which will govern how apps target users and measure their activity. (The changes have already been delayed from their original September 2020 launch date.) This was singled out by Facebook management as a potential headwind in 2021:“While the timing of the iOS14 changes remains uncertain, we would expect to see an impact beginning late in the first quarter” Dave Wehner, Facebook CFO (Q4 20 earnings call)However, ultimately we believe that Apple and Facebook (along with other Big Tech) will co-exist as \"frenemies\". Apple needs to provide the best consumer experience, and it generates significant income from other Tech companies (including an estimated $8-12bn annually from its Search partnership with Alphabet), so it cannot do everything on its own. Facebook's position is protected by its Technology, consumer loyalty, the Network Effect, and its platform synergies, just as we have described for Alphabet at ourinitiation. Regulations and anti-trust concerns will also likely prevent a “winner takes all” outcome in digital advertising.It is worth noting that most attempts to challenge an emerging category leader in Technology have failed in the past: Alphabet tried to challenge Facebook with its own Orkut social network, but gave up in 2014; Facebook itself ended up buying WhatsApp (for $19bn in 2014) and Instagram (for $1bn in 2012) after its own challenges had failed.Potential U.S. Tax HikeOver the past few weeks, the Biden administration has proposed several tax increases that may affect Facebook:An increase in the U.S. corporate tax rate from 21% to 28% (compared to 35% before the 2017 tax cut)An increase in the GILTI tax (on overseas earnings) from 11% to 21%A global minimum tax of 21%, to be agreed with other countries, to counter offshore tax havensFor context, Facebook is currently expecting its 2021 tax rate to be “in the high teens”; it was 14% in 2020 and 20% in 2019.Goldman Sachs has estimated that there will be an average 9% EPS impact for Tech companies:Biden Tax Proposals’ Expected Impact on EPS by SectorSource:Financial Times (05-Apr-21).We believe the impact on Facebook's share price will be marginal. While a higher tax rate would reduce the equity value of Facebook stock, it would do the same for other stocks, and would be offset by the improving macro outlook as COVID-19 is brought under control.When Should You Buy Facebook Shares?As a long-term investor, we do not try to time the market, and instead base our buying decisions on each stock's prospective return and the alternatives.Given the quality of its franchise and the size of its long-term potential, we believe Facebook shares to be among the most attractive in the market today. The time to buy is now.Facebook is set to announce its Q1 2021 results post-market on April 28. Existing guidance points to continuing strong growth, partly due to a weak prior year:“In the first half of 2021 we will be lapping a period of growth that was negatively impacted by reduced advertising demand during the early stages of the pandemic. As a result, we expect year-over-year growth rates in total revenue to remain stable or modestly accelerate sequentially in the first and second quarters of 2021. In the second half of the year we will lap periods of increasingly strong growth which will significantly pressure year-over-year growth rates” Dave Wehner, Facebook CFO (Q4 2020 earnings call)With Q1 2021 results, we will likely also get a glimpse of the impact of the ATT changes in iOS 14. As we progress through the year, we should see the gradual end of the COVID-19 pandemic and how this affects Facebook. COVID-19 is now under much better control in the U.K. and U.S. thanks to vaccinations, but is worsening in Europe and LATAM.ConclusionFacebook's share price has reached a new all-time high, but we believe Facebook shares are attractively-priced even now.With Facebook shares at approx. $308, we expect an exit price of $467 and a total return of 52% (11.8% annualized) in just under 4 years.Our first key assumption is a long-term mid-teens EPS CAGR, supported by Facebook's strong revenue growth and potential margin expansion.Our second key assumption is a 30x P/E, justified by the quality of earnings and long-term interest rates, even after the recent spike.Upcoming events include Q1 results (on April 28), iOS 14 tracking changes, a potential U.S. tax hike and the post-COVID recovery.We reiterate our Buy rating on Facebook stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":346333096,"gmtCreate":1617988130115,"gmtModify":1704705745490,"author":{"id":"3567410774681125","authorId":"3567410774681125","name":"巧蓁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567410774681125","authorIdStr":"3567410774681125"},"themes":[],"htmlText":"Netflix good stock. Like and comment please","listText":"Netflix good stock. Like and comment please","text":"Netflix good stock. Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/346333096","repostId":"2126315033","repostType":4,"repost":{"id":"2126315033","pubTimestamp":1617981660,"share":"https://ttm.financial/m/news/2126315033?lang=&edition=fundamental","pubTime":"2021-04-09 23:21","market":"us","language":"en","title":"Netflix Grabs Sony's Pay-TV Movie Deal From Starz","url":"https://stock-news.laohu8.com/highlight/detail?id=2126315033","media":"Anders Bylund","summary":"Most Hollywood studios have started their own streaming services to compete in the evolving media market. Sony picked a well-established partner instead.","content":"<p>Video-streaming veteran <b>Netflix</b> (NASDAQ:NFLX) just signed a multiyear content deal with <b>Sony</b> (NYSE:SNE) Pictures Entertainment. Starting in 2022, Sony will move its exclusive pay-TV distribution window from longtime partner <a href=\"https://laohu8.com/S/STRZA\">Starz</a> to Netflix, putting the studio's theatrical releases on Netflix's global streaming platform.</p><p>Sony and Netflix already had a streaming agreement for animated content, but this deal expands that partnership to all genres and production types. Titles making their home entertainment premiere in 2022 on Netflix rather than <b>Lions Gate Entertainment</b> (NYSE:LGF-A) (NYSE:LGF-B) subsidiary <a href=\"https://laohu8.com/S/STRZB\">Starz</a> will include the Brad Pitt thriller <i>Bullet Train</i>, the ensemble-cast action movie <i>Uncharted</i>, and the Reese Witherspoon-produced murder drama <i>Where the Crawdads Sing</i>.</p><p><img src=\"https://static.tigerbbs.com/9243727dc46ddf4fb557f7d44eef1325\" tg-width=\"700\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><p>Netflix will also distribute future titles in Sony's established film franchises such as <i>Venom</i>, <i>Jumanji</i>, and <i>Bad Boys</i>, as well as any other new projects that Sony's several studio brands may come up with. The deal also allows licensing rights for Netflix to show some titles from Sony's enormous back catalog.</p><p>Furthermore, Netflix gets \"first look\" privilege to consider developing any direct-to-streaming titles Sony's studios may develop during this agreement.&nbsp;Netflix has committed to releasing an undisclosed minimum number of such productions, which will add exclusive Sony/Netflix content on top of Sony's continuing theatrical productions.</p><p>The terms of the deal were not disclosed, but Netflix's payments to Sony should be \"record setting\" for a pay-TV distribution window, according to <i>Variety</i>'s anonymous insider sources.</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>Netflix Grabs Sony's Pay-TV Movie Deal From Starz</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\">\nNetflix Grabs Sony's Pay-TV Movie Deal From Starz\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/09/netflix-grabs-sonys-pay-tv-movie-deal-from-starz/><strong>Anders Bylund</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Video-streaming veteran Netflix (NASDAQ:NFLX) just signed a multiyear content deal with Sony (NYSE:SNE) Pictures Entertainment. Starting in 2022, Sony will move its exclusive pay-TV distribution ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/09/netflix-grabs-sonys-pay-tv-movie-deal-from-starz/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/04/09/netflix-grabs-sonys-pay-tv-movie-deal-from-starz/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126315033","content_text":"Video-streaming veteran Netflix (NASDAQ:NFLX) just signed a multiyear content deal with Sony (NYSE:SNE) Pictures Entertainment. Starting in 2022, Sony will move its exclusive pay-TV distribution window from longtime partner Starz to Netflix, putting the studio's theatrical releases on Netflix's global streaming platform.Sony and Netflix already had a streaming agreement for animated content, but this deal expands that partnership to all genres and production types. Titles making their home entertainment premiere in 2022 on Netflix rather than Lions Gate Entertainment (NYSE:LGF-A) (NYSE:LGF-B) subsidiary Starz will include the Brad Pitt thriller Bullet Train, the ensemble-cast action movie Uncharted, and the Reese Witherspoon-produced murder drama Where the Crawdads Sing.Image source: Getty Images.Netflix will also distribute future titles in Sony's established film franchises such as Venom, Jumanji, and Bad Boys, as well as any other new projects that Sony's several studio brands may come up with. The deal also allows licensing rights for Netflix to show some titles from Sony's enormous back catalog.Furthermore, Netflix gets \"first look\" privilege to consider developing any direct-to-streaming titles Sony's studios may develop during this agreement. Netflix has committed to releasing an undisclosed minimum number of such productions, which will add exclusive Sony/Netflix content on top of Sony's continuing theatrical productions.The terms of the deal were not disclosed, but Netflix's payments to Sony should be \"record setting\" for a pay-TV distribution window, according to Variety's anonymous insider sources.","news_type":1},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571345352614779","authorId":"3571345352614779","name":"xiaobaii","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3571345352614779","authorIdStr":"3571345352614779"},"content":"Kindly give me a like & a comment please, thank you very much.","text":"Kindly give me a like & a comment please, thank you very much.","html":"Kindly give me a like & a comment please, thank you very much."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346330678,"gmtCreate":1617987800594,"gmtModify":1704705743226,"author":{"id":"3567410774681125","authorId":"3567410774681125","name":"巧蓁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567410774681125","authorIdStr":"3567410774681125"},"themes":[],"htmlText":"Wait for coinbase","listText":"Wait for coinbase","text":"Wait for coinbase","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/346330678","repostId":"1168300924","repostType":4,"repost":{"id":"1168300924","pubTimestamp":1617955250,"share":"https://ttm.financial/m/news/1168300924?lang=&edition=fundamental","pubTime":"2021-04-09 16:00","market":"us","language":"en","title":"Next Week’s IPO Lineup Is Growing. It Could Be Busy.","url":"https://stock-news.laohu8.com/highlight/detail?id=1168300924","media":"barrons","summary":"The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six.Coinbase, the largest U.S. cryptocurrency exchange,is slated to open for trading on Wednesday, April 14. Applovin and TuSimple are listing the next day, three people familiar with the situation said. Agilon Health ismaking its debut that Thursday.And Alkami Technology,a bank software company, and Karat Pa","content":"<p>The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six.</p><p>Coinbase, the largest U.S. cryptocurrency exchange,is slated to open for trading on Wednesday, April 14. Applovin and TuSimple are listing the next day, three people familiar with the situation said. Agilon Health ismaking its debut that Thursday.</p><p>And Alkami Technology,a bank software company, and Karat Packaging, whichmakes environmentally-friendly disposable food service products, are also reportedly going public.</p><p>This week, by way of contrast, two companies, Reneo Pharmaceuticals and VectivBio Holding, are listing. Both are small biotech companies that areslated to begin trading on the Nasdaq on Friday.</p><p>Applovin on Wednesday set terms for its initial public offering. It is offering 25 million shares at $75 to $85 each, which means it could raise as much as $2.13 billion if the stock sells at the high end of that range. The company plans to trade on the Nasdaq under the symbol APP.</p><p>Eighteen underwriters are listed in the Applovin prospectus, includingMorgan Stanley(ticker: MS),JPMorgan Chase(JPM),KKR,&nbsp;Bank of America‘s (BAC) BofA Securities, andCitigroup(C).</p><p>Founded in 2012, Applovin&nbsp;provides software&nbsp;used by mobile-game developers to grow their businesses.&nbsp; Some 410 million people a day open apps that contain Applovin software, according to the company. Applovin also has a portfolio of more than 200 free-to-play mobile games with 32 million daily users.</p><p>In 2018, KKRbought a minority stakein Applovin for $400 million, valuing Applovin at $2 billion at the time. Applovin in February acquired Adjust, a firm that helps mobile-app developers measure the performance of apps and prevent fraud, for $1 billion. KKR will own 67.4% of the company after the IPO, theprospectus said.</p><p>With 357,955,309 shares outstanding, Applovin’s market capitalization could hit $30 billion.</p><p>TuSimple also set terms for its IPO. The self-driving technology company could raise as much as $1.3 billion; it is offering nearly 34 million shares at $35 to $39 each. It will trade on the Nasdaq under the ticker TSP.</p><p>Morgan Stanley(MS),Citigroup,and J.P. Morgan (JPM) are lead bookrunners on the deal.</p><p>Founded in 2015, TuSimple is looking to transform the $800 billion trucking industry. The San Diego company, which has plants in Tucson, Shanghai, and Beijing, in addition to operations in Japan, is developing an autonomous freight network for long-haul, semi-trucks that it says will increase efficiency and safety on the road, while cutting operating costs.</p><p>TuSimple develops software for the Level 4 self-driving, long-haul trucks, which can see up to 1,000 meters away, equivalent to 30 seconds of driving time. High-definition maps provide accuracy within five centimeters.</p><p>The company is partnering withNavistar(NAV) to develop trucks for the North American market by 2024,its prospectus said. TuSimple has another partnership withVolkswagensubsidiary TRATON for trucks in Europe. Navistar, TRATON, and United Parcel Service (UPS) are all investors.</p><p>TuSimple has raised $800 million in funding, including a $350 million round in November led by VectoIQ.BlackRock(BR), Fidelity Management &amp; Research Co and Capital Group are in talks to buy up to 10.1 million TuSimple shares at the IPO price, the prospectus said.</p><p>The company will have 212,263,328 shares outstanding, meaning TuSimple’s market cap could climb to $8.3 billion. TuSimple, however, is not profitable. Losses widened to $177.9 million in 2020 from $84.9 million in 2019. Revenue jumped nearly 160% to $1.8 million in 2020.</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>Next Week’s IPO Lineup Is Growing. It Could Be Busy.</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\">\nNext Week’s IPO Lineup Is Growing. It Could Be Busy.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/next-weeks-ipo-lineup-is-growing-it-could-be-busy-51617907448?mod=hp_LEAD_1_B_2><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six....</p>\n\n<a href=\"https://www.barrons.com/articles/next-weeks-ipo-lineup-is-growing-it-could-be-busy-51617907448?mod=hp_LEAD_1_B_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALKT":"Alkami Technology, Inc.","VECT":"VectivBio Holding AG","COIN":"Coinbase Global, Inc.","APP":"AppLovin Corporation","KRT":"Karat Packaging Inc."},"source_url":"https://www.barrons.com/articles/next-weeks-ipo-lineup-is-growing-it-could-be-busy-51617907448?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168300924","content_text":"The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six.Coinbase, the largest U.S. cryptocurrency exchange,is slated to open for trading on Wednesday, April 14. Applovin and TuSimple are listing the next day, three people familiar with the situation said. Agilon Health ismaking its debut that Thursday.And Alkami Technology,a bank software company, and Karat Packaging, whichmakes environmentally-friendly disposable food service products, are also reportedly going public.This week, by way of contrast, two companies, Reneo Pharmaceuticals and VectivBio Holding, are listing. Both are small biotech companies that areslated to begin trading on the Nasdaq on Friday.Applovin on Wednesday set terms for its initial public offering. It is offering 25 million shares at $75 to $85 each, which means it could raise as much as $2.13 billion if the stock sells at the high end of that range. The company plans to trade on the Nasdaq under the symbol APP.Eighteen underwriters are listed in the Applovin prospectus, includingMorgan Stanley(ticker: MS),JPMorgan Chase(JPM),KKR, Bank of America‘s (BAC) BofA Securities, andCitigroup(C).Founded in 2012, Applovin provides software used by mobile-game developers to grow their businesses.  Some 410 million people a day open apps that contain Applovin software, according to the company. Applovin also has a portfolio of more than 200 free-to-play mobile games with 32 million daily users.In 2018, KKRbought a minority stakein Applovin for $400 million, valuing Applovin at $2 billion at the time. Applovin in February acquired Adjust, a firm that helps mobile-app developers measure the performance of apps and prevent fraud, for $1 billion. KKR will own 67.4% of the company after the IPO, theprospectus said.With 357,955,309 shares outstanding, Applovin’s market capitalization could hit $30 billion.TuSimple also set terms for its IPO. The self-driving technology company could raise as much as $1.3 billion; it is offering nearly 34 million shares at $35 to $39 each. It will trade on the Nasdaq under the ticker TSP.Morgan Stanley(MS),Citigroup,and J.P. Morgan (JPM) are lead bookrunners on the deal.Founded in 2015, TuSimple is looking to transform the $800 billion trucking industry. The San Diego company, which has plants in Tucson, Shanghai, and Beijing, in addition to operations in Japan, is developing an autonomous freight network for long-haul, semi-trucks that it says will increase efficiency and safety on the road, while cutting operating costs.TuSimple develops software for the Level 4 self-driving, long-haul trucks, which can see up to 1,000 meters away, equivalent to 30 seconds of driving time. High-definition maps provide accuracy within five centimeters.The company is partnering withNavistar(NAV) to develop trucks for the North American market by 2024,its prospectus said. TuSimple has another partnership withVolkswagensubsidiary TRATON for trucks in Europe. Navistar, TRATON, and United Parcel Service (UPS) are all investors.TuSimple has raised $800 million in funding, including a $350 million round in November led by VectoIQ.BlackRock(BR), Fidelity Management & Research Co and Capital Group are in talks to buy up to 10.1 million TuSimple shares at the IPO price, the prospectus said.The company will have 212,263,328 shares outstanding, meaning TuSimple’s market cap could climb to $8.3 billion. TuSimple, however, is not profitable. Losses widened to $177.9 million in 2020 from $84.9 million in 2019. Revenue jumped nearly 160% to $1.8 million in 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374978935,"gmtCreate":1619413534827,"gmtModify":1704723473526,"author":{"id":"3567410774681125","authorId":"3567410774681125","name":"巧蓁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567410774681125","authorIdStr":"3567410774681125"},"themes":[],"htmlText":"I feel Square is better ! !&nbsp;","listText":"I feel Square is better ! !&nbsp;","text":"I feel Square is better ! !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/374978935","repostId":"2130939302","repostType":4,"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375271835,"gmtCreate":1619354959827,"gmtModify":1704722794863,"author":{"id":"3567410774681125","authorId":"3567410774681125","name":"巧蓁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567410774681125","authorIdStr":"3567410774681125"},"themes":[],"htmlText":"TSM is better!","listText":"TSM is better!","text":"TSM is better!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375271835","repostId":"2129645183","repostType":4,"repost":{"id":"2129645183","pubTimestamp":1619337627,"share":"https://ttm.financial/m/news/2129645183?lang=&edition=fundamental","pubTime":"2021-04-25 16:00","market":"us","language":"en","title":"Better Buy: Intel vs. Micron Technology","url":"https://stock-news.laohu8.com/highlight/detail?id=2129645183","media":"Motley Fool","summary":"Does the venerable CPU maker or the memory chip giant offer more investor potential?","content":"<p>Chips made by both <b>Intel </b>(NASDAQ:INTC) and <b>Micron Technology </b>(NASDAQ:MU) have long bolstered the tech industry and continue to do so today. Nonetheless, even though investors classify both as semiconductor stocks, Intel specializes in central processing units (CPUs), while Micron makes memory chips. This difference affects how each stock responds to the market forces and could make <a href=\"https://laohu8.com/S/AONE\">one</a> of these stocks the clear choice for a long-term investment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1c93ee1b6f8a047e9771341718aae2f\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Intel</h2>\n<p>Intel remains a prominent player in the CPU market. For all of the recent focus on <b><a href=\"https://laohu8.com/S/AMD\">AMD</a> </b>(NASDAQ:AMD), Intel generated nearly eight times as much revenue in 2020, $77.9 billion versus just $9.8 billion for AMD.</p>\n<p>Still, as AMD took a technical lead in the market, Intel lost much of its prestige. The company that makes AMD's processors, <b>Taiwan Semiconductor </b>(TSMC), has built a leadership position in producing 7nm chips, a feat Intel cannot yet match. Intel had even turned to TSMC in some cases to produce chips.</p>\n<p>However, former CTO Pat Gelsinger returned to the company to take the CEO position. Unlike his predecessor, Gelsinger has an engineering background and helped to design the 80486 processor. Additionally, Gelsinger expressed an interest in reviving Intel's foundries. This could play into Intel's hands as industry observers grow concerned about the lack of production growth within the United States. The U.S. produces just under 13% of the world's semiconductors.</p>\n<p>When Intel led the chip industry, it worked on two-year \"tick-tock\" cycles. This means Intel would improve the chip-building process in the tick years and make upgrades in the tock years. In recent years, Intel slowed this cycle while AMD tackled development and upgrades simultaneously. Now, Intel may have to follow or surpass AMD in this area to compete. Additionally, chip development cycles typically take three to five years. Hence, investors will not know anytime soon whether Gelsinger's turnaround efforts will succeed.</p>\n<p>Gelsinger will also have to drive more revenue growth. Revenue increased 8% in fiscal 2020 on higher demand for chips during the pandemic. Still, net income fell by 1% as Intel paid an additional $1.2 billion in taxes compared with the previous year. Furthermore, revenue fell 1% in the fourth quarter compared with Q4 2019. As a result, rising operating expenses and taxes led to quarterly net income falling 15% during that period.</p>\n<p>This may explain the meager 5% growth in Intel stock over the last year. At a price-to-earnings (P/E) ratio of 13, it also significantly lags AMD's 40 earnings multiple. Still, even amid troubles, Intel stock has doubled in the last five years. If it can foster a comeback and match AMD's P/E ratio, it could experience a considerable surge higher.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22ab98002df2105ed0f90d7270d01973\" tg-width=\"720\" tg-height=\"419\"><span>INTC data by YCharts</span></p>\n<h2>Micron</h2>\n<p>At first glance, the question of whether to consider Micron Technology stock a buy appears obvious. Memory chip prices shot upward amid a pandemic that brought about higher chip demand and foundry shutdowns. This has sent Micron surging higher as the chip shortage continues.</p>\n<p>Moreover, Micron is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of only three companies in the world to produce DRAM memory chips, which make up 68% of Micron's revenue. Most of its remaining revenue comes from the NAND, or flash chip, market. Many more companies compete in the NAND market, including Intel.</p>\n<p>Higher memory chip demand helped Micron grow its revenue by 21% in the first six months of 2021 compared with the first six months of 2020. During that period, net income rose by 54% as the company limited the growth in operating expenses to 5%.</p>\n<p>However, investors who focus only on the last six months miss a 25-year trend in Micron stock. Micron tends to grow in times of high memory prices. Conversely, when memory prices crash, Micron stock has historically plunged on lower profits or outright losses. As a result, Micron lost 35% of its value between 1996 and 2016.</p>\n<p>Admittedly, the trend has become less extreme in recent years. Today, applications such as artificial intelligence, virtual reality, the Internet of Things, and other applications rely on memory chips. The fact that the memory market no longer relies on just PCs altered the cycle. Its 710% growth rate over the last five years far surpassed Intel's surge. Now, at about $90 per share, Micron is approaching its highest levels since the dot-com bubble of 2000.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f9cd05f7503d4c8089a4f72de3da390\" tg-width=\"720\" tg-height=\"419\"><span>MU data by YCharts</span></p>\n<p>Today, the current P/E ratio stands at around 31. While that places the multiple near 52-week highs, the multiple comes in well below the valuation peak of just above 50 in 2017, indicating the possibility of further upside.</p>\n<p>Still, memory prices continue to drive Micron stock. Micron lost about half of its value in 2018 when the crash in <b>Bitcoin </b>and other cryptocurrencies wiped out demand for memory chips. This took the stock to a single-digit P/E ratio, and given the stock's history, investors should probably approach the current price with caution rather than elation.</p>\n<h2>Intel or Micron?</h2>\n<p>Both stocks involve significant risks. Intel could fail to catch up to AMD, and Micron could plunge if chip demand falls. Still, considering the historical behavior of both stocks, Intel looks like the more promising investment decision.</p>\n<p>Admittedly, Micron stock dramatically outperformed Intel in recent years. Still, Micron has historically acted as a proxy for memory prices, pointing to a likely stock swoon when memory prices crash. Conversely, Intel supports a low P/E ratio, and the potential downside appears limited. If Gelsinger turns Intel around, the sustainable growth of past decades could return.</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>Better Buy: Intel vs. Micron Technology</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\">\nBetter Buy: Intel vs. Micron Technology\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/24/better-buy-intel-vs-micron-technology/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chips made by both Intel (NASDAQ:INTC) and Micron Technology (NASDAQ:MU) have long bolstered the tech industry and continue to do so today. Nonetheless, even though investors classify both as ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/24/better-buy-intel-vs-micron-technology/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/04/24/better-buy-intel-vs-micron-technology/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129645183","content_text":"Chips made by both Intel (NASDAQ:INTC) and Micron Technology (NASDAQ:MU) have long bolstered the tech industry and continue to do so today. Nonetheless, even though investors classify both as semiconductor stocks, Intel specializes in central processing units (CPUs), while Micron makes memory chips. This difference affects how each stock responds to the market forces and could make one of these stocks the clear choice for a long-term investment.\nImage source: Getty Images.\nIntel\nIntel remains a prominent player in the CPU market. For all of the recent focus on AMD (NASDAQ:AMD), Intel generated nearly eight times as much revenue in 2020, $77.9 billion versus just $9.8 billion for AMD.\nStill, as AMD took a technical lead in the market, Intel lost much of its prestige. The company that makes AMD's processors, Taiwan Semiconductor (TSMC), has built a leadership position in producing 7nm chips, a feat Intel cannot yet match. Intel had even turned to TSMC in some cases to produce chips.\nHowever, former CTO Pat Gelsinger returned to the company to take the CEO position. Unlike his predecessor, Gelsinger has an engineering background and helped to design the 80486 processor. Additionally, Gelsinger expressed an interest in reviving Intel's foundries. This could play into Intel's hands as industry observers grow concerned about the lack of production growth within the United States. The U.S. produces just under 13% of the world's semiconductors.\nWhen Intel led the chip industry, it worked on two-year \"tick-tock\" cycles. This means Intel would improve the chip-building process in the tick years and make upgrades in the tock years. In recent years, Intel slowed this cycle while AMD tackled development and upgrades simultaneously. Now, Intel may have to follow or surpass AMD in this area to compete. Additionally, chip development cycles typically take three to five years. Hence, investors will not know anytime soon whether Gelsinger's turnaround efforts will succeed.\nGelsinger will also have to drive more revenue growth. Revenue increased 8% in fiscal 2020 on higher demand for chips during the pandemic. Still, net income fell by 1% as Intel paid an additional $1.2 billion in taxes compared with the previous year. Furthermore, revenue fell 1% in the fourth quarter compared with Q4 2019. As a result, rising operating expenses and taxes led to quarterly net income falling 15% during that period.\nThis may explain the meager 5% growth in Intel stock over the last year. At a price-to-earnings (P/E) ratio of 13, it also significantly lags AMD's 40 earnings multiple. Still, even amid troubles, Intel stock has doubled in the last five years. If it can foster a comeback and match AMD's P/E ratio, it could experience a considerable surge higher.\nINTC data by YCharts\nMicron\nAt first glance, the question of whether to consider Micron Technology stock a buy appears obvious. Memory chip prices shot upward amid a pandemic that brought about higher chip demand and foundry shutdowns. This has sent Micron surging higher as the chip shortage continues.\nMoreover, Micron is one of only three companies in the world to produce DRAM memory chips, which make up 68% of Micron's revenue. Most of its remaining revenue comes from the NAND, or flash chip, market. Many more companies compete in the NAND market, including Intel.\nHigher memory chip demand helped Micron grow its revenue by 21% in the first six months of 2021 compared with the first six months of 2020. During that period, net income rose by 54% as the company limited the growth in operating expenses to 5%.\nHowever, investors who focus only on the last six months miss a 25-year trend in Micron stock. Micron tends to grow in times of high memory prices. Conversely, when memory prices crash, Micron stock has historically plunged on lower profits or outright losses. As a result, Micron lost 35% of its value between 1996 and 2016.\nAdmittedly, the trend has become less extreme in recent years. Today, applications such as artificial intelligence, virtual reality, the Internet of Things, and other applications rely on memory chips. The fact that the memory market no longer relies on just PCs altered the cycle. Its 710% growth rate over the last five years far surpassed Intel's surge. Now, at about $90 per share, Micron is approaching its highest levels since the dot-com bubble of 2000.\nMU data by YCharts\nToday, the current P/E ratio stands at around 31. While that places the multiple near 52-week highs, the multiple comes in well below the valuation peak of just above 50 in 2017, indicating the possibility of further upside.\nStill, memory prices continue to drive Micron stock. Micron lost about half of its value in 2018 when the crash in Bitcoin and other cryptocurrencies wiped out demand for memory chips. This took the stock to a single-digit P/E ratio, and given the stock's history, investors should probably approach the current price with caution rather than elation.\nIntel or Micron?\nBoth stocks involve significant risks. Intel could fail to catch up to AMD, and Micron could plunge if chip demand falls. Still, considering the historical behavior of both stocks, Intel looks like the more promising investment decision.\nAdmittedly, Micron stock dramatically outperformed Intel in recent years. Still, Micron has historically acted as a proxy for memory prices, pointing to a likely stock swoon when memory prices crash. Conversely, Intel supports a low P/E ratio, and the potential downside appears limited. If Gelsinger turns Intel around, the sustainable growth of past decades could return.","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373604452,"gmtCreate":1618841290476,"gmtModify":1704715720128,"author":{"id":"3567410774681125","authorId":"3567410774681125","name":"巧蓁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567410774681125","authorIdStr":"3567410774681125"},"themes":[],"htmlText":"Netflix!!&nbsp;","listText":"Netflix!!&nbsp;","text":"Netflix!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/373604452","repostId":"1114523776","repostType":4,"repost":{"id":"1114523776","pubTimestamp":1618801660,"share":"https://ttm.financial/m/news/1114523776?lang=&edition=fundamental","pubTime":"2021-04-19 11:07","market":"us","language":"en","title":"7 Earnings Reports to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1114523776","media":"InvestorPlace","summary":"Here are the big earnings reports for investors to monitor.Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch even more enticing.It’s deja vu all over again, as the saying goes. For most of the past 11 years, stocks have kept rising, and earnings reports have been good enough to keep the rallies intact.At the moment, this market doesn’t look much different. Big banks kicked off earnings season last week with a","content":"<blockquote><b>Here are the big earnings reports for investors to monitor.</b></blockquote><p>Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch even more enticing.</p><p>It’s deja vu all over again, as the saying goes. For most of the past 11 years, stocks have kept rising, and earnings reports have been good enough to keep the rallies intact.</p><p>At the moment, this market doesn’t look much different. Big banks kicked off earnings season last week with a slew of strong reports. The economy is in better shape than might be expected at this point. Despite selloffs in a few ‘hot’ sectors, and another brief bout of interest rate worries, investor sentiment too remains positive.</p><p>Basically, corporate earnings just need to keep the party going. That’s particularly true over the next few weeks, as the earnings calendar features some of the world’s largest companies across the market’s biggest and most important sectors. They’re the kind of companies whose reports can move entire sectors — and, in a few cases, perhaps the entire market.</p><p>For the next few weeks, earnings reports will take center stage. For this week, these are the seven earnings reports to watch:</p><ul><li><b>Coca-Cola</b>(NYSE:<b><u>KO</u></b>)</li><li><b>IBM</b>(NYSE:<b><u>IBM</u></b>)</li><li><b>Johnson &amp; Johnson</b>(NYSE:<b><u>JNJ</u></b>)</li><li><b>Procter &amp; Gamble</b>(NYSE:<b><u>PG</u></b>)</li><li><b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>)</li><li><b>AT&amp;T</b>(NYSE:<b><u>T</u></b>)</li><li><b>Intel</b>(NASDAQ:<b><u>INTC</u></b>)</li></ul><p>Now, let’s dive in and take a closer look at each one.</p><p><b>Earnings Reports to Watch: Coca-Cola (KO)</b></p><p><b>Earnings Report Date</b>: Monday, April 19, before market open</p><p>In an uncertain environment, the broad reach of the world’s largest beverage company makes earnings this week important for almost every investor.</p><p>After all, both of the company’s channels are in uncharted waters. In supermarkets, the question is how food and beverage companies will fare against the enormously difficult comparisons of last year’s first quarter, and March specifically. In takeaway, the return to normalcy no doubt is providing some help — but how much?</p><p>Coke earnings should give some color on both sides of the business — and not just for Coke, but its rivals and peers.</p><p>It’s an important release for Coca-Cola itself. KO stock still hasn’t clawed back all of the losses it suffered in February and March of last year. Shares in fact are more than 10% off their all-time highs.</p><p>That creates an obvious opportunity. A Coca-Cola that is back to normal should lead to a KO stock that too is back to normal. Add in a dividend yield over 3% and investors would see double-digit returns. If Coca-Cola convinces investors that normalcy is just around the corner, those returns may arrive relatively quickly.</p><p><b>IBM (IBM)</b></p><p><b>Earnings Report Date</b>: Monday, April 19, after market close</p><p>Every earnings report is key for IBM. The company is in the midst of a multi-year turnaround which still hasn’t gained real traction.</p><p>Shares still are down more than one-third from 2013 highs in a market where tech stocks have soared. IBM saw revenue decline for22-consecutive quartersbefore breaking the streak in the fourth quarter of 2017. The top lineturned south againbefore the acquisition of<b>Red Hat</b>added inorganic growth.</p><p>But now Red Hat should be integrated, and bulls see IBM’s cloud business as a potential growth driver. That optimism was enough to push IBM stock to a 52-week high late last month before a recent, modest pullback.</p><p>After the really, expectations certainly aren’t sky-high, but the market no doubt is expecting progress. Anything less, and the “same old IBM” narrative likely follows earnings this week. It’s hard to see how that narrative leads to another round of new highs.</p><p><b>Earnings Reports to Watch: Johnson &amp; Johnson (JNJ)</b></p><p><b>Earnings Report Date</b>: Tuesday, April 20, before market open</p><p>The market quickly looked pastthe pause in J&amp;J’s Covid-19 vaccineannounced last week. After opening down 3% on Tuesday morning, JNJ stock now is essentially flat for the week.</p><p>There no doubt will be some analyst questions on the first quarter conference call about the vaccine. But investor attention likely will focus on the rest of the business, given J&amp;Jisn’t making much profiton the vaccine.</p><p>And there are real questions to be answered. J&amp;J’s medical device business struggled in 2020, with revenue down more than 10% amid lower elective surgeries. A rebound there could signal a bottom and lift other stocks with similar exposure. The same is true for the skin health and beauty businesses within J&amp;J’s consumer products segment.</p><p>And of course the pharmaceutical remains J&amp;J’s largest, at about 60% of revenue. Products like Stelara and Remicade are far more important to the company’s bottom line than is the Covid-19 vaccine.</p><p>With normalcy returning here in 2021, J&amp;J does seem set up for a good quarter. And that could boost optimism toward a long-term casethat remains attractive.</p><p><b>Procter &amp; Gamble (PG)</b></p><p><b>Earnings Report Date</b>: Tuesday, April 20, before market open</p><p>CPG (consumer packaged goods) companies like P&amp;G were early and obvious winners from the pandemic. A surge in supermarket revenue and consumer stockpiling led to unusually high growth.</p><p>But normalcy is returning — which isn’t necessarily great news for P&amp;G and its industry. Toilet paper sales, for instance,have plunged this yearas many consumers still are working through purchases made last year.</p><p>Those trends set up a big fiscal third quarter release for P&amp;G on Tuesday morning. PG stock has rallied in recent weeks after fading to an eight-month low in early March. A 23x forward price-to-earnings multiple is well above recent levels. And Q3 is the first of several quarters in which the company will face difficult, pandemic-driven, year-prior comparisons.</p><p>Particularly with PG up about 12% in six weeks, Q3 results need to be strong ahead of more difficult compares in fiscal Q4 and fiscal Q1. If they’re not, PG stock could stumble after the release — and bring other CPG stocks with it.</p><p><b>Earnings Reports to Watch: Netflix (NFLX)</b></p><p><b>Earnings Report Date</b>: Tuesday, April 20, after market close</p><p>Netflix too seems like an obvious pandemic winner. Early on, NFLX stock was treated as such, as it rallied quickly off March 2020 lows and touched an all-time high in early July.</p><p>Since then, however, NFLX has been stuck. One obvious reason why is that investor attention has turned to other streaming plays such as<b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>) and direct Netflix competitors<b>Disney</b>(NYSE:<b><u>DIS</u></b>) and<b>ViacomCBS</b>(NASDAQ:<b><u>VIAC</u></b>,NASDAQ:<b><u>VIACA</u></b>).</p><p>But earnings haven’t necessarily helped, either. NFLX stock did jump after January’s Q4 report despite a bottom-line miss, but the gains receded in a matter of weeks. Subscriber growthslowed in Q3, which the company attributed to the spike in sign-ups amid the pandemic.</p><p>With normalcy returning, earnings this week can set the 2021 narrative. A blowout quarter in the face of so much new competition establishes Netflix as the king of streaming, with other services simply fighting for second place. Any weakness, particularly in the subscriber count, might suggest that those new platforms are pulling Netflix subscribers away.</p><p>With the forward earnings multiple down to a more reasonable 43x, NFLX stock is cheap enough to break out if its dominance appears assured. And with incremental margins from additional subscribers driving the expected profit growth, it’s expensive enough to plunge if top-line momentum slows. This looks like a big quarter for NFLX stock — and big enough to move other streaming names as well.</p><p><b>AT&amp;T (T)</b></p><p><b>Earnings Report Date</b>: Thursday, April 22, before market open</p><p>One of those new Netflix competitors, of course, is AT&amp;T. The telecommunications giant launched its HBO Max streaming service in May. Despiteclearing 60 million worldwide subscribersby the end of last year, HBO Max hasn’t done much for T stock.</p><p>Of course, nothing has done much for the stock, which actually is down 2% over the past decade. Investors have received a generally healthy dividend, which now yields 7%. But in terms of share price appreciation, AT&amp;T stock has been the definition of ‘dead money’.</p><p>Something needs to change. It’s hard to see what that will be. HBO Max’s growth has been impressive, but the streaming business is cannibalizing revenue from DIRECTV as well as WarnerMedia’s TNT and TBS cable channels. In wireless, AT&amp;T continues to lose share to<b>Verizon Communications</b>(NYSE:<b><u>VZ</u></b>), which reports on Wednesday morning, and a now-larger<b>T-Mobile</b>(NASDAQ:<b><u>TMUS</u></b>).</p><p>Simply put, beyond the dividend yield AT&amp;T hasn’t given investors a good reason to own T stock. It needs to start doing so, and Thursday morning would be a fine time to start. AT&amp;T needs to print sustainable growth either in wireless or in WarnerMedia as a whole. Of course, as the last few years show, that’s easier said than done.</p><p><b>Earnings Reports to Watch: Intel (INTC)</b></p><p><b>Earnings Report Date</b>: Thursday, April 22, after market close</p><p>Earnings this week look absolutely crucial for Intel. INTC plunged after back-to-back earnings reports last year amidyet another stumblein its move to the 7nm node. News in December that<b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>) and<b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>) weredeveloping their own chipsended a relief rally and sent the stock back to the lows.</p><p>Yet earlier this month INTC threatened its highest level since a brief 2000 peak amid the dot-com bubble. A better-than-expected Q4 release in January certainly helped. But the chip shortage has proved a catalyst as well. In this environment, Intel’s owned manufacturing capacity gives it an edge over ‘fabless’ rivals<b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>) and<b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>).</p><p>In other words, Intel has gotten a reprieve. It’s an advantage the company absolutely must take advantage of. With INTC still trading at 14x forward earnings, the stock is cheap enough that the rally can continue if Intel doesn’t give investors a reason to sell.</p><p>That might seem like a low bar to clear — but Intel’s recent history suggests otherwise.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Earnings Reports 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\">\n7 Earnings Reports to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 11:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/earnings-reports-to-watch-next-week/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are the big earnings reports for investors to monitor.Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch ...</p>\n\n<a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PG":"宝洁","T":"美国电话电报","IBM":"IBM","NFLX":"奈飞","INTC":"英特尔","KO":"可口可乐","JNJ":"强生"},"source_url":"https://investorplace.com/earnings-reports-to-watch-next-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114523776","content_text":"Here are the big earnings reports for investors to monitor.Once again, earnings season is here. And, once again, major market indices are at all-time highs — making these earnings reports to watch even more enticing.It’s deja vu all over again, as the saying goes. For most of the past 11 years, stocks have kept rising, and earnings reports have been good enough to keep the rallies intact.At the moment, this market doesn’t look much different. Big banks kicked off earnings season last week with a slew of strong reports. The economy is in better shape than might be expected at this point. Despite selloffs in a few ‘hot’ sectors, and another brief bout of interest rate worries, investor sentiment too remains positive.Basically, corporate earnings just need to keep the party going. That’s particularly true over the next few weeks, as the earnings calendar features some of the world’s largest companies across the market’s biggest and most important sectors. They’re the kind of companies whose reports can move entire sectors — and, in a few cases, perhaps the entire market.For the next few weeks, earnings reports will take center stage. For this week, these are the seven earnings reports to watch:Coca-Cola(NYSE:KO)IBM(NYSE:IBM)Johnson & Johnson(NYSE:JNJ)Procter & Gamble(NYSE:PG)Netflix(NASDAQ:NFLX)AT&T(NYSE:T)Intel(NASDAQ:INTC)Now, let’s dive in and take a closer look at each one.Earnings Reports to Watch: Coca-Cola (KO)Earnings Report Date: Monday, April 19, before market openIn an uncertain environment, the broad reach of the world’s largest beverage company makes earnings this week important for almost every investor.After all, both of the company’s channels are in uncharted waters. In supermarkets, the question is how food and beverage companies will fare against the enormously difficult comparisons of last year’s first quarter, and March specifically. In takeaway, the return to normalcy no doubt is providing some help — but how much?Coke earnings should give some color on both sides of the business — and not just for Coke, but its rivals and peers.It’s an important release for Coca-Cola itself. KO stock still hasn’t clawed back all of the losses it suffered in February and March of last year. Shares in fact are more than 10% off their all-time highs.That creates an obvious opportunity. A Coca-Cola that is back to normal should lead to a KO stock that too is back to normal. Add in a dividend yield over 3% and investors would see double-digit returns. If Coca-Cola convinces investors that normalcy is just around the corner, those returns may arrive relatively quickly.IBM (IBM)Earnings Report Date: Monday, April 19, after market closeEvery earnings report is key for IBM. The company is in the midst of a multi-year turnaround which still hasn’t gained real traction.Shares still are down more than one-third from 2013 highs in a market where tech stocks have soared. IBM saw revenue decline for22-consecutive quartersbefore breaking the streak in the fourth quarter of 2017. The top lineturned south againbefore the acquisition ofRed Hatadded inorganic growth.But now Red Hat should be integrated, and bulls see IBM’s cloud business as a potential growth driver. That optimism was enough to push IBM stock to a 52-week high late last month before a recent, modest pullback.After the really, expectations certainly aren’t sky-high, but the market no doubt is expecting progress. Anything less, and the “same old IBM” narrative likely follows earnings this week. It’s hard to see how that narrative leads to another round of new highs.Earnings Reports to Watch: Johnson & Johnson (JNJ)Earnings Report Date: Tuesday, April 20, before market openThe market quickly looked pastthe pause in J&J’s Covid-19 vaccineannounced last week. After opening down 3% on Tuesday morning, JNJ stock now is essentially flat for the week.There no doubt will be some analyst questions on the first quarter conference call about the vaccine. But investor attention likely will focus on the rest of the business, given J&Jisn’t making much profiton the vaccine.And there are real questions to be answered. J&J’s medical device business struggled in 2020, with revenue down more than 10% amid lower elective surgeries. A rebound there could signal a bottom and lift other stocks with similar exposure. The same is true for the skin health and beauty businesses within J&J’s consumer products segment.And of course the pharmaceutical remains J&J’s largest, at about 60% of revenue. Products like Stelara and Remicade are far more important to the company’s bottom line than is the Covid-19 vaccine.With normalcy returning here in 2021, J&J does seem set up for a good quarter. And that could boost optimism toward a long-term casethat remains attractive.Procter & Gamble (PG)Earnings Report Date: Tuesday, April 20, before market openCPG (consumer packaged goods) companies like P&G were early and obvious winners from the pandemic. A surge in supermarket revenue and consumer stockpiling led to unusually high growth.But normalcy is returning — which isn’t necessarily great news for P&G and its industry. Toilet paper sales, for instance,have plunged this yearas many consumers still are working through purchases made last year.Those trends set up a big fiscal third quarter release for P&G on Tuesday morning. PG stock has rallied in recent weeks after fading to an eight-month low in early March. A 23x forward price-to-earnings multiple is well above recent levels. And Q3 is the first of several quarters in which the company will face difficult, pandemic-driven, year-prior comparisons.Particularly with PG up about 12% in six weeks, Q3 results need to be strong ahead of more difficult compares in fiscal Q4 and fiscal Q1. If they’re not, PG stock could stumble after the release — and bring other CPG stocks with it.Earnings Reports to Watch: Netflix (NFLX)Earnings Report Date: Tuesday, April 20, after market closeNetflix too seems like an obvious pandemic winner. Early on, NFLX stock was treated as such, as it rallied quickly off March 2020 lows and touched an all-time high in early July.Since then, however, NFLX has been stuck. One obvious reason why is that investor attention has turned to other streaming plays such asRoku(NASDAQ:ROKU) and direct Netflix competitorsDisney(NYSE:DIS) andViacomCBS(NASDAQ:VIAC,NASDAQ:VIACA).But earnings haven’t necessarily helped, either. NFLX stock did jump after January’s Q4 report despite a bottom-line miss, but the gains receded in a matter of weeks. Subscriber growthslowed in Q3, which the company attributed to the spike in sign-ups amid the pandemic.With normalcy returning, earnings this week can set the 2021 narrative. A blowout quarter in the face of so much new competition establishes Netflix as the king of streaming, with other services simply fighting for second place. Any weakness, particularly in the subscriber count, might suggest that those new platforms are pulling Netflix subscribers away.With the forward earnings multiple down to a more reasonable 43x, NFLX stock is cheap enough to break out if its dominance appears assured. And with incremental margins from additional subscribers driving the expected profit growth, it’s expensive enough to plunge if top-line momentum slows. This looks like a big quarter for NFLX stock — and big enough to move other streaming names as well.AT&T (T)Earnings Report Date: Thursday, April 22, before market openOne of those new Netflix competitors, of course, is AT&T. The telecommunications giant launched its HBO Max streaming service in May. Despiteclearing 60 million worldwide subscribersby the end of last year, HBO Max hasn’t done much for T stock.Of course, nothing has done much for the stock, which actually is down 2% over the past decade. Investors have received a generally healthy dividend, which now yields 7%. But in terms of share price appreciation, AT&T stock has been the definition of ‘dead money’.Something needs to change. It’s hard to see what that will be. HBO Max’s growth has been impressive, but the streaming business is cannibalizing revenue from DIRECTV as well as WarnerMedia’s TNT and TBS cable channels. In wireless, AT&T continues to lose share toVerizon Communications(NYSE:VZ), which reports on Wednesday morning, and a now-largerT-Mobile(NASDAQ:TMUS).Simply put, beyond the dividend yield AT&T hasn’t given investors a good reason to own T stock. It needs to start doing so, and Thursday morning would be a fine time to start. AT&T needs to print sustainable growth either in wireless or in WarnerMedia as a whole. Of course, as the last few years show, that’s easier said than done.Earnings Reports to Watch: Intel (INTC)Earnings Report Date: Thursday, April 22, after market closeEarnings this week look absolutely crucial for Intel. INTC plunged after back-to-back earnings reports last year amidyet another stumblein its move to the 7nm node. News in December thatApple(NASDAQ:AAPL) andMicrosoft(NASDAQ:MSFT) weredeveloping their own chipsended a relief rally and sent the stock back to the lows.Yet earlier this month INTC threatened its highest level since a brief 2000 peak amid the dot-com bubble. A better-than-expected Q4 release in January certainly helped. But the chip shortage has proved a catalyst as well. In this environment, Intel’s owned manufacturing capacity gives it an edge over ‘fabless’ rivalsAdvanced Micro Devices(NASDAQ:AMD) andNvidia(NASDAQ:NVDA).In other words, Intel has gotten a reprieve. It’s an advantage the company absolutely must take advantage of. With INTC still trading at 14x forward earnings, the stock is cheap enough that the rally can continue if Intel doesn’t give investors a reason to sell.That might seem like a low bar to clear — but Intel’s recent history suggests otherwise.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348586418,"gmtCreate":1617941692334,"gmtModify":1704705100658,"author":{"id":"3567410774681125","authorId":"3567410774681125","name":"巧蓁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567410774681125","authorIdStr":"3567410774681125"},"themes":[],"htmlText":"Slightly high price","listText":"Slightly high price","text":"Slightly high price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/348586418","repostId":"1197846121","repostType":4,"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}