Greg2021 personal page - To The Moon

Greg2021

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2022-01-20

What the author shared is quite true, but he is disregarding the fact that TSLA is so much more... energy storage, neural technology, SpaceX, solar energy, FSD, SAAS and much more... instead of categorizing it as a car manufacturer, unlike Toyota or GM etc., we should be looking at it as a tech innovator that will help shape the future, and this is wat a traditional manufacturing companies lacks of... they are still burden with their own ICE vehicles which are gonna be obsolete in near future, and cost of transformation is so huge that I think many may not survive.

Why Tesla Is the One Stock I'd Avoid in 2022

2023-01-22

Happy Chinese New year!

Reminder: Market Holidays During Chinese Lunar New Year

2023-01-14

RIP king

Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023

2023-01-08

All da best!

Earnings Season Will Test the Market’s Great Start

2022-10-16

Another good quarter I hope

Tesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?

2022-10-12

sob sob

US STOCKS-S&P 500, Nasdaq End Lower; BoE Comments Add to Market Jitters Late

2022-11-15

Tank I will get more [Happy]

Will Elon Musk Tank Tesla Stock?

2021-07-31

Buy the dip

Wall Street declines with Amazon; S&P 500 posts gains for month

2021-07-26

Looking forward to great week!

Apple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week

2022-11-21

Bear market rally

SPX: A Rallying Stock Market Is Bearish

2022-12-18

Yes but not at the moment

Will Tesla Ever Be a Trillion-Dollar Stock Again?

2022-12-12

Come on

Inflation Data, Fed Meeting Will Set the Table for 2023: What to Know This Week

2022-09-19

Another tough week [LOL]

All Eyes on Another Sizable Rate Hike From the Fed: What to Know This Week

2022-04-08

TSLA go TSLA

S&P 500 Ends Higher, Lifted By Tesla

2022-04-02

Good to see some positivity... Great stuff

US STOCKS-Wall St Posts Modest Gains as Jobs Report Keeps Fed Hikes on Track

2022-02-06

Go for long term... it wont go wrong

These 3 Stocks Could 10x Your Money by 2035

2021-07-16

Yes zero inflation pls!

"Everything Will Go To Zero" - Macquarie Strategist Envisions Era Of Tech-Driven Deflation

2023-01-19

This is sad. I think she is one of the best leaders in the world.

New Zealand Prime Minister Ardern Announces Shock Resignation

2023-01-16

RIP

Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023

2022-10-15

Brace

US STOCKS-Wall St Drops As Consumer Data Stokes Inflation Worry

Go to Tiger App to see more news

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is the rally?","listText":"Where is the rally?","text":"Where is the rally?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370540950302784","repostId":"2483095094","repostType":2,"repost":{"id":"2483095094","kind":"live","pubTimestamp":1731464661,"share":"https://ttm.financial/m/news/2483095094?lang=&edition=fundamental","pubTime":"2024-11-13 10:24","market":"us","language":"en","title":"Trump Says Musk, Ramaswamy to Lead Government Efficiency Effort","url":"https://stock-news.laohu8.com/highlight/detail?id=2483095094","media":"Bloomberg","summary":"Billionaire Elon Musk and entrepreneur Vivek Ramaswamy will lead a new Department of Government Effi","content":"<html><head></head><body><p>Billionaire Elon Musk and entrepreneur Vivek Ramaswamy will lead a new Department of Government Efficiency tasked to “dismantle Government Bureaucracy, slash excess regulations, cut wasteful expenditures, and restructure Federal Agencies,” President-elect Donald Trump announced Tuesday.</p><p style=\"text-align: start;\">On the campaign trail, Trump said the government efficiency effort would develop a plan to eliminate “fraud and improper payments,” conducting a “complete financial and performance audit” of the federal government. On Tuesday, Trump said the panel would partner with the White House’s Office of Management and Budget and said their work will conclude no later than July 4, 2026 — the nation’s 250th anniversary.</p><p>Musk predicted he could cut at least $2 trillion from the US federal budget at Trump’s rally last month at Madison Square Garden, though that would exceed the amount Congress spends annually on government agency operations, including defense. It would likely require making significant cuts to popular entitlement programs such as Social Security, Medicare, Medicaid and veterans’ benefits.</p><p>Last fiscal year, the government spent more than $6.75 trillion, with more than $5.3 trillion of that coming from Social Security, health care, defense and veterans’ benefits — all of which are politically fraught and notoriously difficult to convince Congress to cut — as well as interest on the debt.</p><p style=\"text-align: start;\">“This will send shockwaves through the system, and anyone involved in Government waste, which is a lot of people,” Musk said Tuesday in a statement provided by the Trump transition effort.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Says Musk, Ramaswamy to Lead Government Efficiency Effort</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\">\nTrump Says Musk, Ramaswamy to Lead Government Efficiency Effort\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-13 10:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-11-13/trump-says-musk-ramaswamy-to-lead-government-efficiency-effort?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Billionaire Elon Musk and entrepreneur Vivek Ramaswamy will lead a new Department of Government Efficiency tasked to “dismantle Government Bureaucracy, slash excess regulations, cut wasteful ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-11-13/trump-says-musk-ramaswamy-to-lead-government-efficiency-effort?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4551":"寇图资本持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4581":"高盛持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4511":"特斯拉概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4516":"特朗普概念","LU0823411888.USD":"法巴消费创新基金 Cap","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4592":"伊斯兰概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4534":"瑞士信贷持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4527":"明星科技股","BK4550":"红杉资本持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H"},"source_url":"https://www.bloomberg.com/news/articles/2024-11-13/trump-says-musk-ramaswamy-to-lead-government-efficiency-effort?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483095094","content_text":"Billionaire Elon Musk and entrepreneur Vivek Ramaswamy will lead a new Department of Government Efficiency tasked to “dismantle Government Bureaucracy, slash excess regulations, cut wasteful expenditures, and restructure Federal Agencies,” President-elect Donald Trump announced Tuesday.On the campaign trail, Trump said the government efficiency effort would develop a plan to eliminate “fraud and improper payments,” conducting a “complete financial and performance audit” of the federal government. On Tuesday, Trump said the panel would partner with the White House’s Office of Management and Budget and said their work will conclude no later than July 4, 2026 — the nation’s 250th anniversary.Musk predicted he could cut at least $2 trillion from the US federal budget at Trump’s rally last month at Madison Square Garden, though that would exceed the amount Congress spends annually on government agency operations, including defense. It would likely require making significant cuts to popular entitlement programs such as Social Security, Medicare, Medicaid and veterans’ benefits.Last fiscal year, the government spent more than $6.75 trillion, with more than $5.3 trillion of that coming from Social Security, health care, defense and veterans’ benefits — all of which are politically fraught and notoriously difficult to convince Congress to cut — as well as interest on the debt.“This will send shockwaves through the system, and anyone involved in Government waste, which is a lot of people,” Musk said Tuesday in a statement provided by the Trump transition effort.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368755736740032,"gmtCreate":1731069798276,"gmtModify":1731070108551,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"My goodness... Did this guy pass his math? If the figures he provides are correct, MSFT has seen&nbsp;the biggest growth yet of all three! LMAO","listText":"My goodness... Did this guy pass his math? If the figures he provides are correct, MSFT has seen&nbsp;the biggest growth yet of all three! LMAO","text":"My goodness... Did this guy pass his math? If the figures he provides are correct, MSFT has seen the biggest growth yet of all three! LMAO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368755736740032","repostId":"2481120440","repostType":2,"repost":{"id":"2481120440","kind":"highlight","pubTimestamp":1731069081,"share":"https://ttm.financial/m/news/2481120440?lang=&edition=fundamental","pubTime":"2024-11-08 20:31","market":"fut","language":"en","title":"Alphabet's Secret Weapon in the Global AI Race","url":"https://stock-news.laohu8.com/highlight/detail?id=2481120440","media":"Motley Fool","summary":"Google Cloud has been crushing it lately.","content":"<html><head></head><body><ul style=\"\"><li><p>Cloud computing is a big part of the AI arms race.</p></li><li><p>Alphabet has a product that outperforms Nvidia GPUs.</p></li><li><p>The stock is dirt cheap for the growth it&#39;s putting up.</p></li></ul><p><strong>Alphabet </strong>(GOOG 2.21%) (GOOGL 2.40%) hasn&#39;t been projected as the top dog in the artificial intelligence (AI) arms race. While some may describe it as an overall &#34;leader,&#34; others are hesitant to bestow that title on it. However, investors should reconsider that notion, as Alphabet has a secret weapon in the AI race that could boost its generative AI model, Gemini, to the top.</p><p>What is this secret weapon? It&#39;s none other than its cloud computing segment, Google Cloud.</p><h2 id=\"id_2059403273\">Google Cloud is growing the quickest among its rivals</h2><p>Cloud computing is a massive part of the AI arms race that not enough people discuss. Many of the largest cloud providers are the ones buying up truckloads of <strong>Nvidia</strong> GPUs to provide computing power to their clients. Few companies have the resources to purchase a supercomputer to train their respective AI models, so they turn to a cloud computing provider like Google Cloud to rent their computing power.</p><p>However, in the world of AI, there are more capable pieces of hardware than Nvidia GPUs. Custom AI accelerators, like the Google tensor processing unit (TPU), can vastly outperform Nvidia GPUs in particular tasks. The catch is that a workload must be set up in a particular way, which can take a lot of time.</p><p>This is why GPUs remain popular, as they are better suited for a wide variety of workloads that don&#39;t have to be configured in a certain way. Still, both products remain popular among clients and are a winning combination for Google Cloud.</p><p>Alphabet isn&#39;t alone in its cloud computing offering. <strong>Amazon </strong>(NASDAQ: AMZN) and <strong>Microsoft </strong>(NASDAQ: MSFT) each have their own offerings, Amazon Web Services (AWS) and Azure. Furthermore, they have a market share advantage, with AWS holding 31% of the market and Azure at 20%, according to Synergy Research Group.</p><p>Google Cloud is in third place with a 12% share, but its growth rates may not keep it in that position for long. In the time frame encompassing Q3 (Q1 FY 2025 for Microsoft), each cloud computing division put up the following growth figures:</p><table style=\"border-collapse:collapse;\"><tbody><tr><th style=\"text-align:left;\"><p>Company</p></th><th style=\"text-align:left;\"><p>Q3 Revenue Growth</p></th></tr><tr><td style=\"text-align:left;\"><p><strong>Alphabet </strong>(Google Cloud)</p></td><td style=\"text-align:left;\"><p>35%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Microsoft </strong>(Azure)</p></td><td style=\"text-align:left;\"><p>33%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Amazon </strong>(Amazon Web Services)</p></td><td style=\"text-align:left;\"><p>19%</p></td></tr></tbody></table><p>Data sources: Alphabet, Microsoft, and Amazon.</p><p>Google Cloud grew the fastest of the three during the Q3 time frame, which is a trend that has been going on for some time. Google Cloud provides Alphabet with a solid growth boost, making the stock more relevant to today&#39;s tech investors who expect massive growth each quarter. Still, the stock is quite the bargain right now.</p><h2 id=\"id_3571464976\">Alphabet&#39;s stock is cheap</h2><p>Companywide, Alphabet grew its Q3 revenue at a 15% year-over-year pace. That&#39;s solid growth on the top line, but the biggest gains were realized on the bottom line. Earnings per share (EPS) rose from $1.55 last year to $2.12 this year -- a 37% rise. A large part of this gain came from Alphabet&#39;s operating margin increasing 4 percentage points from 28% last year to 32% this year.</p><p>Of the $7.2 billion in increased operating profits, $1.7 billion, or about a quarter, came from Google Cloud&#39;s improving operating margin. Its operating margin was 17% in Q3, but it still has plenty of room to expand. AWS is the industry leader in this regard, putting up a 38% operating margin in Q3. So, Alphabet can still squeeze a lot of profits from this segment to improve its overall financial picture.</p><p>When a given company grows revenue at 15% and EPS at 37%, you&#39;d expect the stock to trade at a premium to the market since these figures will lead to vast outperformance. However, that&#39;s not the case.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6405d2b483563d3aeac99ebe113bb425\" tg-width=\"720\" tg-height=\"441\"/></p><p>GOOGL PE Ratio (Forward) data by YCharts</p><p>At 21.4 times forward earnings, Alphabet trades below the <strong>S&amp;P 500</strong>&#39;s valuation of 23.8 times forward earnings. That is a healthy discount to the broader market and shows how much of a value Alphabet&#39;s stock is right now. Google Cloud will help Alphabet in the AI arms race, and the stock is underpriced, making it a terrific buy right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet's Secret Weapon in the Global AI Race</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\">\nAlphabet's Secret Weapon in the Global AI Race\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-08 20:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/11/08/alphabets-secret-weapon-in-the-global-artificial/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloud computing is a big part of the AI arms race.Alphabet has a product that outperforms Nvidia GPUs.The stock is dirt cheap for the growth it's putting up.Alphabet (GOOG 2.21%) (GOOGL 2.40%) hasn't ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/11/08/alphabets-secret-weapon-in-the-global-artificial/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","GOOG":"谷歌","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","GOOGL":"谷歌A","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","BK4507":"流媒体概念","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4543":"AI","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4141":"半导体产品","BK4503":"景林资产持仓","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0097036916.USD":"贝莱德美国增长A2 USD","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4504":"桥水持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4549":"软银资本持仓","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD"},"source_url":"https://www.fool.com/investing/2024/11/08/alphabets-secret-weapon-in-the-global-artificial/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481120440","content_text":"Cloud computing is a big part of the AI arms race.Alphabet has a product that outperforms Nvidia GPUs.The stock is dirt cheap for the growth it's putting up.Alphabet (GOOG 2.21%) (GOOGL 2.40%) hasn't been projected as the top dog in the artificial intelligence (AI) arms race. While some may describe it as an overall \"leader,\" others are hesitant to bestow that title on it. However, investors should reconsider that notion, as Alphabet has a secret weapon in the AI race that could boost its generative AI model, Gemini, to the top.What is this secret weapon? It's none other than its cloud computing segment, Google Cloud.Google Cloud is growing the quickest among its rivalsCloud computing is a massive part of the AI arms race that not enough people discuss. Many of the largest cloud providers are the ones buying up truckloads of Nvidia GPUs to provide computing power to their clients. Few companies have the resources to purchase a supercomputer to train their respective AI models, so they turn to a cloud computing provider like Google Cloud to rent their computing power.However, in the world of AI, there are more capable pieces of hardware than Nvidia GPUs. Custom AI accelerators, like the Google tensor processing unit (TPU), can vastly outperform Nvidia GPUs in particular tasks. The catch is that a workload must be set up in a particular way, which can take a lot of time.This is why GPUs remain popular, as they are better suited for a wide variety of workloads that don't have to be configured in a certain way. Still, both products remain popular among clients and are a winning combination for Google Cloud.Alphabet isn't alone in its cloud computing offering. Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) each have their own offerings, Amazon Web Services (AWS) and Azure. Furthermore, they have a market share advantage, with AWS holding 31% of the market and Azure at 20%, according to Synergy Research Group.Google Cloud is in third place with a 12% share, but its growth rates may not keep it in that position for long. In the time frame encompassing Q3 (Q1 FY 2025 for Microsoft), each cloud computing division put up the following growth figures:CompanyQ3 Revenue GrowthAlphabet (Google Cloud)35%Microsoft (Azure)33%Amazon (Amazon Web Services)19%Data sources: Alphabet, Microsoft, and Amazon.Google Cloud grew the fastest of the three during the Q3 time frame, which is a trend that has been going on for some time. Google Cloud provides Alphabet with a solid growth boost, making the stock more relevant to today's tech investors who expect massive growth each quarter. Still, the stock is quite the bargain right now.Alphabet's stock is cheapCompanywide, Alphabet grew its Q3 revenue at a 15% year-over-year pace. That's solid growth on the top line, but the biggest gains were realized on the bottom line. Earnings per share (EPS) rose from $1.55 last year to $2.12 this year -- a 37% rise. A large part of this gain came from Alphabet's operating margin increasing 4 percentage points from 28% last year to 32% this year.Of the $7.2 billion in increased operating profits, $1.7 billion, or about a quarter, came from Google Cloud's improving operating margin. Its operating margin was 17% in Q3, but it still has plenty of room to expand. AWS is the industry leader in this regard, putting up a 38% operating margin in Q3. So, Alphabet can still squeeze a lot of profits from this segment to improve its overall financial picture.When a given company grows revenue at 15% and EPS at 37%, you'd expect the stock to trade at a premium to the market since these figures will lead to vast outperformance. However, that's not the case.GOOGL PE Ratio (Forward) data by YChartsAt 21.4 times forward earnings, Alphabet trades below the S&P 500's valuation of 23.8 times forward earnings. That is a healthy discount to the broader market and shows how much of a value Alphabet's stock is right now. Google Cloud will help Alphabet in the AI arms race, and the stock is underpriced, making it a terrific buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366403843547288,"gmtCreate":1730462374076,"gmtModify":1730462378262,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Goodness, who wrote this","listText":"Goodness, who wrote this","text":"Goodness, who wrote this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366403843547288","repostId":"2480062538","repostType":2,"repost":{"id":"2480062538","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1730420612,"share":"https://ttm.financial/m/news/2480062538?lang=&edition=fundamental","pubTime":"2024-11-01 08:23","market":"sg","language":"en","title":"Tesla Stock Closes Out Incredible Month -- Lower. Three Reasons Shares Dropped","url":"https://stock-news.laohu8.com/highlight/detail?id=2480062538","media":"Dow Jones","summary":" $Tesla Motors(TSLA)$  stock has had a wild month. The stock did, well, poorly.Coming into the final day of the month, Tesla stock was down less than 2% for October.It feels impossible to believe. The","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> stock has had a wild month. The stock did, well, poorly.</p><p>Coming into the final day of the month, Tesla stock was down less than 5% for October.</p><p>It feels impossible to believe. There have been plenty of outsize stock moves. Tesla shares dropped almost 9% after its Oct. 10 Robotaxi Day in Hollywood, Calif. failed to meet lofty expectations. And shares jumped about 22% after the company reported better-than-expected third-quarter numbers on Oct. 23.</p><p>All that drama just to run in place.</p><p>Tesla shares have traded for more than 170 months. The average move, up or down, for any month is about 18%. Shares have moved less than 2%, up or down, only 20 times. Months like this happen a little more than 10% of the time.</p><p>Few investors would have bet that a month with an investor event and earnings would yield almost no change. Tesla stock, however, has a way of doing the unexpected.</p><p>Shares finished October with a whimper. Tesla stock dropped 4.6% to $249.7. There were a few reasons for the drop.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c4c768eb623ce93a75a29a46cbc4c684\" title=\"\" tg-width=\"1112\" tg-height=\"749\"/></p><p>For starters, the market was lousy. The S&amp;P 500 and Dow Jones Industrial Average fell 1.9% and 0.9%, respectively. Inflation data came in as expected, but it was helped by lower energy prices. Microsoft shares also dropped 6% after it reported quarterly earnings.</p><p>Then there is <a href=\"https://laohu8.com/S/LI\">Li Auto</a>. It reported better-than-expected third-quarter results, but price competition in China continues. Shares dropped 13.6%.</p><p>And <a href=\"https://laohu8.com/S/UBER\">Uber</a> shares fell 9.3%. Uber and Tesla typically aren&#39;t connected, however, both are pursuing self-driving taxis. Uber stock got a jolt after Tesla Robotaxi Day. Uber&#39;s share performance is, at least, worth looking at for Tesla investors.</p><p>Uber&#39;s drop wasn&#39;t related to autonomous cars. It was earnings. Uber reported solid third-quarter numbers, but growth guidance for the fourth quarter came in a little below consensus expectations.</p><p>Through Thursday trading, Tesla stock was up about 1% year to date.</p><p>That isn&#39;t much of a move either. There has been plenty of volatility though. Shares were up about 80% from an intraday 52-week low reached in April. Shares were down about 9% from an intraday 52-week high reached just after third-quarter earnings were reported.</p><p>Looking ahead, shares are trying to break above resistance of about $265 a share. Resistance is a term technical stock market analysts use to describe levels where investors have taken profits in the past.</p><p>Getting through resistance can mean a breakout with more gains ahead. Tesla stock closed at $269.19 a share this past Friday, after earnings. Technical analysts would like to see another close above resistance to believe the breakout was real.</p><p>That&#39;s why investors should pay close attention to the $265 level on the final day of the week.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Closes Out Incredible Month -- Lower. Three Reasons Shares Dropped</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Closes Out Incredible Month -- Lower. Three Reasons Shares Dropped\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-01 08:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> stock has had a wild month. The stock did, well, poorly.</p><p>Coming into the final day of the month, Tesla stock was down less than 5% for October.</p><p>It feels impossible to believe. There have been plenty of outsize stock moves. Tesla shares dropped almost 9% after its Oct. 10 Robotaxi Day in Hollywood, Calif. failed to meet lofty expectations. And shares jumped about 22% after the company reported better-than-expected third-quarter numbers on Oct. 23.</p><p>All that drama just to run in place.</p><p>Tesla shares have traded for more than 170 months. The average move, up or down, for any month is about 18%. Shares have moved less than 2%, up or down, only 20 times. Months like this happen a little more than 10% of the time.</p><p>Few investors would have bet that a month with an investor event and earnings would yield almost no change. Tesla stock, however, has a way of doing the unexpected.</p><p>Shares finished October with a whimper. Tesla stock dropped 4.6% to $249.7. There were a few reasons for the drop.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c4c768eb623ce93a75a29a46cbc4c684\" title=\"\" tg-width=\"1112\" tg-height=\"749\"/></p><p>For starters, the market was lousy. The S&amp;P 500 and Dow Jones Industrial Average fell 1.9% and 0.9%, respectively. Inflation data came in as expected, but it was helped by lower energy prices. Microsoft shares also dropped 6% after it reported quarterly earnings.</p><p>Then there is <a href=\"https://laohu8.com/S/LI\">Li Auto</a>. It reported better-than-expected third-quarter results, but price competition in China continues. Shares dropped 13.6%.</p><p>And <a href=\"https://laohu8.com/S/UBER\">Uber</a> shares fell 9.3%. Uber and Tesla typically aren&#39;t connected, however, both are pursuing self-driving taxis. Uber stock got a jolt after Tesla Robotaxi Day. Uber&#39;s share performance is, at least, worth looking at for Tesla investors.</p><p>Uber&#39;s drop wasn&#39;t related to autonomous cars. It was earnings. Uber reported solid third-quarter numbers, but growth guidance for the fourth quarter came in a little below consensus expectations.</p><p>Through Thursday trading, Tesla stock was up about 1% year to date.</p><p>That isn&#39;t much of a move either. There has been plenty of volatility though. Shares were up about 80% from an intraday 52-week low reached in April. Shares were down about 9% from an intraday 52-week high reached just after third-quarter earnings were reported.</p><p>Looking ahead, shares are trying to break above resistance of about $265 a share. Resistance is a term technical stock market analysts use to describe levels where investors have taken profits in the past.</p><p>Getting through resistance can mean a breakout with more gains ahead. Tesla stock closed at $269.19 a share this past Friday, after earnings. Technical analysts would like to see another close above resistance to believe the breakout was real.</p><p>That&#39;s why investors should pay close attention to the $265 level on the final day of the week.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LI":"理想汽车","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","UBER":"优步","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4551":"寇图资本持仓","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4503":"景林资产持仓","BK4022":"陆运","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","BK4550":"红杉资本持仓","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","BK4527":"明星科技股","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","BK4535":"淡马锡持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","SG9999014906.USD":"大华全球优质成长基金Acc USD","BK4536":"外卖概念","TSLA":"特斯拉","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","BK4592":"伊斯兰概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2480062538","content_text":"Tesla Motors stock has had a wild month. The stock did, well, poorly.Coming into the final day of the month, Tesla stock was down less than 5% for October.It feels impossible to believe. There have been plenty of outsize stock moves. Tesla shares dropped almost 9% after its Oct. 10 Robotaxi Day in Hollywood, Calif. failed to meet lofty expectations. And shares jumped about 22% after the company reported better-than-expected third-quarter numbers on Oct. 23.All that drama just to run in place.Tesla shares have traded for more than 170 months. The average move, up or down, for any month is about 18%. Shares have moved less than 2%, up or down, only 20 times. Months like this happen a little more than 10% of the time.Few investors would have bet that a month with an investor event and earnings would yield almost no change. Tesla stock, however, has a way of doing the unexpected.Shares finished October with a whimper. Tesla stock dropped 4.6% to $249.7. There were a few reasons for the drop.For starters, the market was lousy. The S&P 500 and Dow Jones Industrial Average fell 1.9% and 0.9%, respectively. Inflation data came in as expected, but it was helped by lower energy prices. Microsoft shares also dropped 6% after it reported quarterly earnings.Then there is Li Auto. It reported better-than-expected third-quarter results, but price competition in China continues. Shares dropped 13.6%.And Uber shares fell 9.3%. Uber and Tesla typically aren't connected, however, both are pursuing self-driving taxis. Uber stock got a jolt after Tesla Robotaxi Day. Uber's share performance is, at least, worth looking at for Tesla investors.Uber's drop wasn't related to autonomous cars. It was earnings. Uber reported solid third-quarter numbers, but growth guidance for the fourth quarter came in a little below consensus expectations.Through Thursday trading, Tesla stock was up about 1% year to date.That isn't much of a move either. There has been plenty of volatility though. Shares were up about 80% from an intraday 52-week low reached in April. Shares were down about 9% from an intraday 52-week high reached just after third-quarter earnings were reported.Looking ahead, shares are trying to break above resistance of about $265 a share. Resistance is a term technical stock market analysts use to describe levels where investors have taken profits in the past.Getting through resistance can mean a breakout with more gains ahead. Tesla stock closed at $269.19 a share this past Friday, after earnings. Technical analysts would like to see another close above resistance to believe the breakout was real.That's why investors should pay close attention to the $265 level on the final day of the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309311508746312,"gmtCreate":1716545186124,"gmtModify":1716545189987,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Author is living in a parallel world.","listText":"Author is living in a parallel world.","text":"Author is living in a parallel world.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309311508746312","repostId":"2437739202","repostType":2,"repost":{"id":"2437739202","kind":"highlight","pubTimestamp":1716522692,"share":"https://ttm.financial/m/news/2437739202?lang=&edition=fundamental","pubTime":"2024-05-24 11:51","market":"us","language":"en","title":"Grab Holdings: Strong Market Leadership Is Fending Off Competitors","url":"https://stock-news.laohu8.com/highlight/detail?id=2437739202","media":"seekingalpha","summary":"Grab is a Southeast Asian super app that is a market leader in mobility and delivery segments, with a strong moat and potential for long-term profitable growth.In 1Q24, Grab's mobility business delive","content":"<html><head></head><body><ul style=\"\"><li><p>Grab is a Southeast Asian super app that is a market leader in mobility and delivery segments, with a strong moat and potential for long-term profitable growth.</p></li><li><p>In 1Q24, Grab&#39;s mobility business delivered GMV growth of 27% YoY, implying that it is taking market share away from its closest competitor, Gojek.</p></li><li><p>Similar to the mobility segment, the 19% GMV growth for its delivery business implies it is taking market share away from its competitor, Foodpanda.</p></li><li><p>The Company&#39;s financial services segment, though still in its early stages of development, has the potential to achieve strong revenue growth and robust EBITDA margins after its launch DigiBank in Indonesia.</p></li><li><p>Coupled with a potential upside of 14%, I rate GRAB a &#34;buy&#34;</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bd59c6d1d4b3474332f21af608cb55bd\" tg-width=\"750\" tg-height=\"500\"/></p><p>Wachiwit/iStock Editorial via Getty Images</p><h2 id=\"id_1254800778\">Overview and Investment Thesis</h2><p><a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> Limited (NASDAQ:GRAB), one of Southeast Asia&#39;s largest super apps, alongside Sea Limited (SE) and Gojek, encompasses various business segments, including mobility, delivery, and financial services. The super app is designed to offer a comprehensive range of essential services to meet the diverse needs of customers across the regions.</p><p>A significant component of Grab&#39;s competitive advantage lies in its market leadership within the mobility and delivery segments, where it established itself as the go-to platform for ride-hailing and food delivery services across SEA. Specifically, Grab&#39;s first-mover advantage, strong brand recognition, and extensive supply of demand and supply sets itself apart from other competitors. Moreover, by leveraging on its large ecosystems of users, it launched and extended its financial services to these users, including its digital payment solutions like GrabPay and DigiBank solutions like deposit savings accounts. The focus of its financial service business is to serve the underbanked and unbanked users across SEA. By providing a comprehensive suite of essential services, Grab enhances customer loyalty, drives network effects, and solidifies its position as a key player in the SEA market.</p><p>In its latest 1Q24 results, Grab reported strong growth in its mobility and delivery services, highlighting its competitive advantage as a market leader and its ability to capture market share from competitors while remaining profitable. Although its financial services segment is still in its early stages, it demonstrated robust revenue growth and a significant reduction in operating losses. I believe that the launch of its digital bank in Indonesia will trigger an inflection point in growth, leading to even more robust expansion and positive profits. With a strong balance sheet and a positive trajectory towards positive operating cash flow, Grab is well-positioned to maintain its market leadership and fend off competitors, supporting long-term profitable growth.</p><h2 id=\"id_1964813706\">Discussion of 1Q24 Result</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1a1a92847b1aa4fdc36e489ee13c38cb\" alt=\"Grab&#39;s Mobility Result\" title=\"Grab&#39;s Mobility Result\" tg-width=\"1280\" tg-height=\"610\"/><span>Grab&#39;s Mobility Result</span></p><p>In 1Q24, Grab delivered GMV growth of 27% YOY to $1.6 billion, down from 28% YOY in 4Q23, and 32% YOY growth in FY23. The slight decrease can be attributed to a few factors, including increased promotions, with total incentives rising from 7.4% in 4Q23 to 7.7% in 1Q24 to stimulate growth, and there was an increased rebound in demand from both domestic and tourist markets.</p><p>Back in 2022, Grab witnessed a strong recovery in demand due to the post-COVID reopening across the SEA region as borders reopened and tourism rebounded. This resulted in an impressive GMV growth of 47% as they lapsed over a challenging period in FY21. Despite ongoing economic uncertainty prompting consumer spending cutbacks, the ongoing resurgence of tourism across SEA is anticipated to persist. This trend is expected to drive increased demand for Grab&#39;s mobility services, outweighing the impact of reduced spending and contributing to continued growth in the future.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ae42bf0976161a530f22cc3e71d17f1f\" alt=\"Gojek Mobility Result\" title=\"Gojek Mobility Result\" tg-width=\"1280\" tg-height=\"677\"/><span>Gojek Mobility Result</span></p><p>While Gojek did not provide a specific breakdown of its mobility Gross Transaction Value (GTV), its overall GTV in 1Q24 remained flat year-over-year. This suggests that Grab is capturing market share from its closest competitor, Gojek, highlighting Grab&#39;s market dominance in the region. Additionally, Gojek&#39;s adjusted EBITDA margin of 1.2% in Q1 2024 indicates its focus on achieving profitability. In contrast, Grab, already a market leader, can leverage its profitable position to further expand its market share, thereby widening the competitive gap between itself and Gojek.</p><p>This robust growth in GMV has led to revenue growth of 27% YOY, compared to 26% YOY growth in 4Q23. Segment-adjusted EBITDA has also improved by 41% YOY to $138 million, highlighting its strong operating leverage, which expanded its adjusted EBITDA margin from 8% in 1Q23 to 8.9% this quarter.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5e05d80251858e10de39e9a58e7e7562\" alt=\"Food Delivery Result\" title=\"Food Delivery Result\" tg-width=\"960\" tg-height=\"467\"/><span>Food Delivery Result</span></p><p>Turning to its food delivery business, its GMV grew 13% YOY, down slightly from 15% YOY growth in 4Q23, but a growth re-acceleration from 3.6% YOY growth in FY23. This 2nd consecutive quarter of double-digit growth was primarily driven by a strong rebound in demand, an increase in advertising revenue, and partially by the increase in subsidies. Additionally, during the 1Q24 earnings call, further sequential growth in GMV is expected in 2Q24, implying a continued rebound in demand from F&amp;B spending. Shifting to profitability, its adjusted EBITDA improved by 320% YOY, expanding its margin from -0.8% in 1Q23 to 1.6% this quarter.</p><p>Unlike the mobility business, its food delivery business is more sensitive to macroeconomic conditions. With border restrictions during covid in 2021, and coupled with the rise in interest rates since early 2022 which severely reduced the demand for F&amp;B food delivery, management has substantially reduced its incentives in the pursuit of profitability. According to a report done by MomentumWorks, SEA food delivery platforms&#39; total GMV only grew at a mere 5% YOY in 2023, indicating a sluggish rebound and persistent weak demand. However, as evidenced by this quarter&#39;s results and expectations of sequential growth in GMV next quarter, this suggests that there is an ongoing resurgence in F&amp;B spending which is likely to drive continued growth in FY24 and beyond.</p><p>Additionally, this quarter&#39;s growth was also quite satisfactory, considering that the first quarter is typically slower for Grab due to the seasonal impacts of Chinese New Year and Ramadan. During Chinese New Year, people tend to visit family and eat home-cooked meals, and during Ramadan, Muslims abstain from eating and drinking during the day. These factors are particularly significant in regions like Singapore, Malaysia, and Indonesia, where Grab derives the majority of its revenue. Moreover, management has been proactive in introducing new services. For example, saver deliveries, which offer lower delivery fees in exchange for longer delivery times, have seen average order frequency increase by 1.8 times compared to non-saver users. Additionally, Grab&#39;s priority delivery services, which aim to provide quicker delivery times, have experienced a 213% YOY growth and a 12% QOQ growth in transactions, now accounting for 7% of Grab&#39;s overall deliveries. This not only demonstrates the resilience of its food delivery business but also highlights management&#39;s innovation in enhancing customer experience by offering new services to meet diverse user needs.</p><p>In comparison, GrabFood&#39;s closest competitor, Delivery Hero&#39;s Foodpanda (OTCPK:DLVHF), experienced a negative 5% YOY growth for its Asia segment in 1Q24, despite being profitable, and this suggests that Grab is taking market share away from Foodpanda. Additionally, in Feb 2024, Delivery Hero&#39;s management has terminated negotiations for the potential sale of its Foodpanda business in selected Southeast Asian markets, including Singapore, Malaysia, the Philippines, and Thailand, after &#34;careful consideration&#34;. However, they remain open to M&amp;A and will proceed only when there is a high certainty of creating shareholder value. In my opinion, the fact that they remain open to acquisitions indicates the competitive nature of the food delivery business in SEA where Delivery Hero&#39;s management prefer to focus their efforts and resources on markets where they have a strong competitive position, and competition is less intense.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6d45d2cfa7037834e1f5f799b58df1e7\" alt=\"Financial Service Result\" title=\"Financial Service Result\" tg-width=\"1211\" tg-height=\"580\"/><span>Financial Service Result</span></p><p>Grab achieved a 55% YOY growth in its financial services business, generating $55 million in revenue. This growth was primarily driven by increased lending activities across GrabFin and DigiBank, which grew 86% YOY to $363 million, and improved monetization of GrabFin&#39;s payment services. The adjusted EBITDA margin for this segment improved significantly from negative 119% in 1Q23 to 51% in 1Q24, due to higher-margin revenue from lending activities and lower operating costs in GrabFin. Management expects this segment to break even by 2H26 as they continue to scale up their lending business.</p><p>In comparison, Sea Limited&#39;s financial services segment, SeaMoney, is generating quarterly revenue of $499 million with an EBIT margin of 27%. This comparison underscores the potential margin that Grab could achieve, while also highlighting the superior execution of Sea Limited&#39;s management compared to Grab&#39;s. During the 1Q24 earnings call, management announced the upcoming launch of its digibank in Indonesia. In my opinion, the launch of the digibank in Indonesia will likely lead to accelerated growth, considering Indonesia is Grab&#39;s largest market, similar to Sea Limited&#39;s situation.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7c9380c86cbe27c6535a97a85da66185\" alt=\"Net Cash\" title=\"Net Cash\" tg-width=\"730\" tg-height=\"436\"/><span>Net Cash</span></p><p>Turning to its balance sheet, Grab is in a strong financial position, with $5 billion in net cash. The company has made significant progress in reducing its debt, which decreased from $793 million in 4Q23 to $298 million this quarter, representing a 62% QOQ improvement. Over the past two years, management has significantly improved the balance sheet by reducing debt from $2.2 billion in FY22 and $1.4 billion in FY21.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e39ef3fd308950cae0ddec89518c76e9\" alt=\"Cash Flow From Operation\" title=\"Cash Flow From Operation\" tg-width=\"1254\" tg-height=\"888\"/><span>Cash Flow From Operation</span></p><p>Net cash used in operations for the quarter were $11 million, a significant improvement of 99% YOY from $158 million in 1Q23, and 58% QOQ improvement from 4Q23, mainly driven by increased profitability and increased customer deposits in its digital bank, called GXS Bank.</p><p>Formed by Grab and Singtel, GXS Bank attracts users by offering a yield of up to 2.68% on deposits. As they prepare to launch their digital bank in Indonesia, Grab&#39;s largest market, I anticipate strong synergies with Grab&#39;s superapp will accelerate customer acquisition, leading to rapid growth in customer deposits. Coupled with improved profitability, this will put Grab on track to achieve and maintain positive operating cash flow.</p><h2 id=\"id_2636127557\">Risks</h2><p>Despite Grab&#39;s market leadership position in both the mobility and food delivery business, the industry is still highly competitive. Should economic conditions improve and demand rebound, competitors may intensify their promotional efforts to expand their market share. This could prompt Grab to respond in kind, potentially impacting its margins. For its financial service segment, I highlighted the noticeable difference in execution between Sea Limited and Grab. SeaMoney has demonstrated that effective execution can lead to rapid scaling and profitability in lending services, I do anticipate Grab to adopt a similar playbook. However, any challenges or risks associated with scaling up its lending operations could impede its path to profitability.</p><h2 id=\"id_2683379950\">Valuation</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/545eec2672bfdf90a3722cc28ad51f96\" alt=\"Author&#39;s Valuation\" title=\"Author&#39;s Valuation\" tg-width=\"778\" tg-height=\"187\"/><span>Author&#39;s Valuation</span></p><p>In my projections, I estimate revenue for mobility, delivery, and financial services to be $990 million, $1.45 billion, and $280 million, respectively, totaling $2.72 billion. This aligns with the midpoint of management guidance for FY24. Moving forward, I anticipate 10%, 7%, and 36% YOY growth for mobility, delivery, and financial services from FY24 to FY25. I believe this is achievable as FY24 represents a more normalized period, with growth expected to decline slightly thereafter. This would result in $3 billion in revenue by FY25.</p><p>Regarding valuation multiples, I&#39;m referencing Grab&#39;s closest peers. For mobility, I&#39;ll use Uber&#39;s EV/sales of 3.6x, as both companies hold market leadership positions in their respective markets with similar EBITDA margin profiles. For delivery, I&#39;ll use DoorDash&#39;s EV/sales of 4.5x for similar reasons. For the fintech segment, I&#39;m using an EV/sales of 2x compared to the sector median multiple of 3x for <a href=\"https://laohu8.com/S/PYPL\">PayPal</a>, as Grab&#39;s fintech segment is still in its early stages of development, with revenue yet to scale and profitability to be attained. This yields an enterprise value of $11 billion. Factoring in net cash of $5 billion, this generates a forward FY25 market cap of $16.7 billion, representing a 14% upside from its current market cap.</p><h2 id=\"id_2300139287\">Conclusion</h2><p>Grab has demonstrated its market leadership by capturing market share and delivering robust revenue growth across its mobility and delivery segments, despite facing competition in the highly competitive SEA market. Regarding its financial services segment, with improved execution, I believe Grab has the potential to scale up its revenue and margins similar to Sea Limited&#39;s SeaMoney once its Digibank in Indonesia is launched. While still in its early stages, this segment shows promising growth potential, as evidenced by its growth rates and improvement in EBITDA losses.</p><p>However, Grab is not without its challenges. The competitive landscape remains intense, and economic fluctuations could impact demand and profitability. Additionally, executing on its financial services strategy to achieve profitability will require careful management and mitigation of risks. And, considering its valuation which suggests a 14% upside, I am rating Grab as a &#34;Buy&#34;.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab Holdings: Strong Market Leadership Is Fending Off Competitors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab Holdings: Strong Market Leadership Is Fending Off Competitors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-24 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4695195-grab-stock-q1-earnings-strong-market-leadership-is-fending-off-competitors><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Grab is a Southeast Asian super app that is a market leader in mobility and delivery segments, with a strong moat and potential for long-term profitable growth.In 1Q24, Grab's mobility business ...</p>\n\n<a href=\"https://seekingalpha.com/article/4695195-grab-stock-q1-earnings-strong-market-leadership-is-fending-off-competitors\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","SG9999001135.SGD":"United ASEAN Fund SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU0048573645.USD":"富达东盟基金","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","LU0251143029.SGD":"Fidelity ASEAN A-SGD","BK4588":"碎股","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","BK4503":"景林资产持仓","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4022":"陆运","GRAB":"Grab Holdings","BK4230":"旅客陆运","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","BK4581":"高盛持仓","BK4085":"互动家庭娱乐","BK4209":"餐馆","SG9999002406.SGD":"利安新加坡信托基金","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","BK4548":"巴美列捷福持仓","SG9999002620.SGD":"LionGlobal South East Asia SGD","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","BK4554":"元宇宙及AR概念","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","SG9999013478.USD":"利安新加坡股息基金","BK4585":"ETF&股票定投概念","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","BK4566":"资本集团","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD"},"source_url":"https://seekingalpha.com/article/4695195-grab-stock-q1-earnings-strong-market-leadership-is-fending-off-competitors","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2437739202","content_text":"Grab is a Southeast Asian super app that is a market leader in mobility and delivery segments, with a strong moat and potential for long-term profitable growth.In 1Q24, Grab's mobility business delivered GMV growth of 27% YoY, implying that it is taking market share away from its closest competitor, Gojek.Similar to the mobility segment, the 19% GMV growth for its delivery business implies it is taking market share away from its competitor, Foodpanda.The Company's financial services segment, though still in its early stages of development, has the potential to achieve strong revenue growth and robust EBITDA margins after its launch DigiBank in Indonesia.Coupled with a potential upside of 14%, I rate GRAB a \"buy\"Wachiwit/iStock Editorial via Getty ImagesOverview and Investment ThesisGrab Holdings Limited (NASDAQ:GRAB), one of Southeast Asia's largest super apps, alongside Sea Limited (SE) and Gojek, encompasses various business segments, including mobility, delivery, and financial services. The super app is designed to offer a comprehensive range of essential services to meet the diverse needs of customers across the regions.A significant component of Grab's competitive advantage lies in its market leadership within the mobility and delivery segments, where it established itself as the go-to platform for ride-hailing and food delivery services across SEA. Specifically, Grab's first-mover advantage, strong brand recognition, and extensive supply of demand and supply sets itself apart from other competitors. Moreover, by leveraging on its large ecosystems of users, it launched and extended its financial services to these users, including its digital payment solutions like GrabPay and DigiBank solutions like deposit savings accounts. The focus of its financial service business is to serve the underbanked and unbanked users across SEA. By providing a comprehensive suite of essential services, Grab enhances customer loyalty, drives network effects, and solidifies its position as a key player in the SEA market.In its latest 1Q24 results, Grab reported strong growth in its mobility and delivery services, highlighting its competitive advantage as a market leader and its ability to capture market share from competitors while remaining profitable. Although its financial services segment is still in its early stages, it demonstrated robust revenue growth and a significant reduction in operating losses. I believe that the launch of its digital bank in Indonesia will trigger an inflection point in growth, leading to even more robust expansion and positive profits. With a strong balance sheet and a positive trajectory towards positive operating cash flow, Grab is well-positioned to maintain its market leadership and fend off competitors, supporting long-term profitable growth.Discussion of 1Q24 ResultGrab's Mobility ResultIn 1Q24, Grab delivered GMV growth of 27% YOY to $1.6 billion, down from 28% YOY in 4Q23, and 32% YOY growth in FY23. The slight decrease can be attributed to a few factors, including increased promotions, with total incentives rising from 7.4% in 4Q23 to 7.7% in 1Q24 to stimulate growth, and there was an increased rebound in demand from both domestic and tourist markets.Back in 2022, Grab witnessed a strong recovery in demand due to the post-COVID reopening across the SEA region as borders reopened and tourism rebounded. This resulted in an impressive GMV growth of 47% as they lapsed over a challenging period in FY21. Despite ongoing economic uncertainty prompting consumer spending cutbacks, the ongoing resurgence of tourism across SEA is anticipated to persist. This trend is expected to drive increased demand for Grab's mobility services, outweighing the impact of reduced spending and contributing to continued growth in the future.Gojek Mobility ResultWhile Gojek did not provide a specific breakdown of its mobility Gross Transaction Value (GTV), its overall GTV in 1Q24 remained flat year-over-year. This suggests that Grab is capturing market share from its closest competitor, Gojek, highlighting Grab's market dominance in the region. Additionally, Gojek's adjusted EBITDA margin of 1.2% in Q1 2024 indicates its focus on achieving profitability. In contrast, Grab, already a market leader, can leverage its profitable position to further expand its market share, thereby widening the competitive gap between itself and Gojek.This robust growth in GMV has led to revenue growth of 27% YOY, compared to 26% YOY growth in 4Q23. Segment-adjusted EBITDA has also improved by 41% YOY to $138 million, highlighting its strong operating leverage, which expanded its adjusted EBITDA margin from 8% in 1Q23 to 8.9% this quarter.Food Delivery ResultTurning to its food delivery business, its GMV grew 13% YOY, down slightly from 15% YOY growth in 4Q23, but a growth re-acceleration from 3.6% YOY growth in FY23. This 2nd consecutive quarter of double-digit growth was primarily driven by a strong rebound in demand, an increase in advertising revenue, and partially by the increase in subsidies. Additionally, during the 1Q24 earnings call, further sequential growth in GMV is expected in 2Q24, implying a continued rebound in demand from F&B spending. Shifting to profitability, its adjusted EBITDA improved by 320% YOY, expanding its margin from -0.8% in 1Q23 to 1.6% this quarter.Unlike the mobility business, its food delivery business is more sensitive to macroeconomic conditions. With border restrictions during covid in 2021, and coupled with the rise in interest rates since early 2022 which severely reduced the demand for F&B food delivery, management has substantially reduced its incentives in the pursuit of profitability. According to a report done by MomentumWorks, SEA food delivery platforms' total GMV only grew at a mere 5% YOY in 2023, indicating a sluggish rebound and persistent weak demand. However, as evidenced by this quarter's results and expectations of sequential growth in GMV next quarter, this suggests that there is an ongoing resurgence in F&B spending which is likely to drive continued growth in FY24 and beyond.Additionally, this quarter's growth was also quite satisfactory, considering that the first quarter is typically slower for Grab due to the seasonal impacts of Chinese New Year and Ramadan. During Chinese New Year, people tend to visit family and eat home-cooked meals, and during Ramadan, Muslims abstain from eating and drinking during the day. These factors are particularly significant in regions like Singapore, Malaysia, and Indonesia, where Grab derives the majority of its revenue. Moreover, management has been proactive in introducing new services. For example, saver deliveries, which offer lower delivery fees in exchange for longer delivery times, have seen average order frequency increase by 1.8 times compared to non-saver users. Additionally, Grab's priority delivery services, which aim to provide quicker delivery times, have experienced a 213% YOY growth and a 12% QOQ growth in transactions, now accounting for 7% of Grab's overall deliveries. This not only demonstrates the resilience of its food delivery business but also highlights management's innovation in enhancing customer experience by offering new services to meet diverse user needs.In comparison, GrabFood's closest competitor, Delivery Hero's Foodpanda (OTCPK:DLVHF), experienced a negative 5% YOY growth for its Asia segment in 1Q24, despite being profitable, and this suggests that Grab is taking market share away from Foodpanda. Additionally, in Feb 2024, Delivery Hero's management has terminated negotiations for the potential sale of its Foodpanda business in selected Southeast Asian markets, including Singapore, Malaysia, the Philippines, and Thailand, after \"careful consideration\". However, they remain open to M&A and will proceed only when there is a high certainty of creating shareholder value. In my opinion, the fact that they remain open to acquisitions indicates the competitive nature of the food delivery business in SEA where Delivery Hero's management prefer to focus their efforts and resources on markets where they have a strong competitive position, and competition is less intense.Financial Service ResultGrab achieved a 55% YOY growth in its financial services business, generating $55 million in revenue. This growth was primarily driven by increased lending activities across GrabFin and DigiBank, which grew 86% YOY to $363 million, and improved monetization of GrabFin's payment services. The adjusted EBITDA margin for this segment improved significantly from negative 119% in 1Q23 to 51% in 1Q24, due to higher-margin revenue from lending activities and lower operating costs in GrabFin. Management expects this segment to break even by 2H26 as they continue to scale up their lending business.In comparison, Sea Limited's financial services segment, SeaMoney, is generating quarterly revenue of $499 million with an EBIT margin of 27%. This comparison underscores the potential margin that Grab could achieve, while also highlighting the superior execution of Sea Limited's management compared to Grab's. During the 1Q24 earnings call, management announced the upcoming launch of its digibank in Indonesia. In my opinion, the launch of the digibank in Indonesia will likely lead to accelerated growth, considering Indonesia is Grab's largest market, similar to Sea Limited's situation.Net CashTurning to its balance sheet, Grab is in a strong financial position, with $5 billion in net cash. The company has made significant progress in reducing its debt, which decreased from $793 million in 4Q23 to $298 million this quarter, representing a 62% QOQ improvement. Over the past two years, management has significantly improved the balance sheet by reducing debt from $2.2 billion in FY22 and $1.4 billion in FY21.Cash Flow From OperationNet cash used in operations for the quarter were $11 million, a significant improvement of 99% YOY from $158 million in 1Q23, and 58% QOQ improvement from 4Q23, mainly driven by increased profitability and increased customer deposits in its digital bank, called GXS Bank.Formed by Grab and Singtel, GXS Bank attracts users by offering a yield of up to 2.68% on deposits. As they prepare to launch their digital bank in Indonesia, Grab's largest market, I anticipate strong synergies with Grab's superapp will accelerate customer acquisition, leading to rapid growth in customer deposits. Coupled with improved profitability, this will put Grab on track to achieve and maintain positive operating cash flow.RisksDespite Grab's market leadership position in both the mobility and food delivery business, the industry is still highly competitive. Should economic conditions improve and demand rebound, competitors may intensify their promotional efforts to expand their market share. This could prompt Grab to respond in kind, potentially impacting its margins. For its financial service segment, I highlighted the noticeable difference in execution between Sea Limited and Grab. SeaMoney has demonstrated that effective execution can lead to rapid scaling and profitability in lending services, I do anticipate Grab to adopt a similar playbook. However, any challenges or risks associated with scaling up its lending operations could impede its path to profitability.ValuationAuthor's ValuationIn my projections, I estimate revenue for mobility, delivery, and financial services to be $990 million, $1.45 billion, and $280 million, respectively, totaling $2.72 billion. This aligns with the midpoint of management guidance for FY24. Moving forward, I anticipate 10%, 7%, and 36% YOY growth for mobility, delivery, and financial services from FY24 to FY25. I believe this is achievable as FY24 represents a more normalized period, with growth expected to decline slightly thereafter. This would result in $3 billion in revenue by FY25.Regarding valuation multiples, I'm referencing Grab's closest peers. For mobility, I'll use Uber's EV/sales of 3.6x, as both companies hold market leadership positions in their respective markets with similar EBITDA margin profiles. For delivery, I'll use DoorDash's EV/sales of 4.5x for similar reasons. For the fintech segment, I'm using an EV/sales of 2x compared to the sector median multiple of 3x for PayPal, as Grab's fintech segment is still in its early stages of development, with revenue yet to scale and profitability to be attained. This yields an enterprise value of $11 billion. Factoring in net cash of $5 billion, this generates a forward FY25 market cap of $16.7 billion, representing a 14% upside from its current market cap.ConclusionGrab has demonstrated its market leadership by capturing market share and delivering robust revenue growth across its mobility and delivery segments, despite facing competition in the highly competitive SEA market. Regarding its financial services segment, with improved execution, I believe Grab has the potential to scale up its revenue and margins similar to Sea Limited's SeaMoney once its Digibank in Indonesia is launched. While still in its early stages, this segment shows promising growth potential, as evidenced by its growth rates and improvement in EBITDA losses.However, Grab is not without its challenges. The competitive landscape remains intense, and economic fluctuations could impact demand and profitability. Additionally, executing on its financial services strategy to achieve profitability will require careful management and mitigation of risks. And, considering its valuation which suggests a 14% upside, I am rating Grab as a \"Buy\".","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269572714217608,"gmtCreate":1706830600881,"gmtModify":1706830605786,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"What about the decision&nbsp;made by 80% of the shareholders who approved Musk compensation package? Their approval means nothing...","listText":"What about the decision&nbsp;made by 80% of the shareholders who approved Musk compensation package? Their approval means nothing...","text":"What about the decision made by 80% of the shareholders who approved Musk compensation package? Their approval means nothing...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269572714217608","repostId":"2408854654","repostType":2,"repost":{"id":"2408854654","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1706825868,"share":"https://ttm.financial/m/news/2408854654?lang=&edition=fundamental","pubTime":"2024-02-02 06:17","market":"sg","language":"en","title":"Elon Musk Bashed by Heavy Metal Drummer Who Cost Him $56 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2408854654","media":"Reuters","summary":"  WILMINGTON, Delaware :     Elon Musk suffered one of the biggest legal losses in U.S. history this week when the Tesla CEO was stripped of his $56 billion pay package in a case brought by an unlikel","content":"<html><head></head><body><div>\n<div>\n<div><p>WILMINGTON, Delaware :     Elon Musk suffered one of the biggest legal losses in U.S. history this week when the Tesla CEO was stripped of his $56 billion pay package in a case brought by an unlikely opponent, a former heavy metal drummer.</p><p>Richard Tornetta sued Musk in 2018, when the Pennsylvania resident held just nine shares of Tesla. The case eventually made its way to trial in late 2022 and on Tuesday a judge sided with Tornetta, voiding the enormous pay deal for being unfair to him and all his fellow Tesla shareholders.</p><p>Tornetta could not be reached for a comment and his attorney declined to comment.</p><p>Until Tornetta&#39;s case, Musk prevailed in a string of trials accusing him of defamation, of breaching his duty to shareholders and of violating securities laws.</p><p>Based on his online presence, Tornetta seems to have more of an interest in creating audio gear for car-customizing enthusiasts than going after corporate excess and malfeasance.</p><p>He has posted light-hearted videos about gadgets he has created or mishaps, including describing how he torched his eyebrows.</p><p>Tornetta also turned up in videos drumming at the legendary former New York club CBGB with his now-defunct metal band &#34;Dawn of Correction&#34;, which described its sound as &#34;a swift kick to the face with a steel-toed work boot.&#34;</p><p>On social media, fans of Tesla and Musk seemed to find the case a travesty of justice and speculated about Tornetta&#39;s intentions and political affiliations, asking how an investor with such miniscule holdings could wield such power.</p><p>Delaware corporate case law is full of cases bearing the names of individual investors with tiny shareholdings who wound up shaping America&#39;s corporate law.</p><p>Many law firms that represent shareholders keep a stable of investors they can work with to bring cases, says Eric Talley, who teaches corporate law at Columbia Law School. They might be pension funds with a broad range of stock holdings but they are also often individuals like Tornetta.</p><p>The plaintiff signs paperwork to file the lawsuit and then generally gets out of the way, says Talley. The investors don&#39;t pay the law firm, which takes the case on contingency, as the lawyers did in the Musk case.</p><p>Tornetta benefits from winning the case the same way other Tesla shareholders benefit: saving the company billions of dollars that a subservient board of directors paid to Musk.</p><p>Business groups have long criticized cases brought by individuals as an indication of potentially abusive litigation. Delaware 10 years ago was plagued with lawsuits led by retail investors owning a few shares challenging merger deals. The cases were often quickly resolved with meaningless settlements that always included payments to the attorneys bringing the cases. Delaware judges and lawmakers eventually reined in the practice.</p><p>Experts said people like Tornetta are vital for policing boardrooms. Lawmakers and judges have long wanted large investment firms to lead such corporate litigation since they are better equipped to keep an eye on their lawyers&#39; tactics. But experts said fund managers do not want to jeopardize relationships on Wall Street.</p><p>So it was up to Tornetta to take on Musk.</p><p>&#34;His name is now etched in the annals of corporate law,&#34; Talley said. &#34;My students will be reading Tornetta v Musk for the next 10 years.&#34;</p></div>\n</div>\n</div></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Bashed by Heavy Metal Drummer Who Cost Him $56 Billion</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\">\nElon Musk Bashed by Heavy Metal Drummer Who Cost Him $56 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-02-02 06:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><div>\n<div>\n<div><p>WILMINGTON, Delaware :     Elon Musk suffered one of the biggest legal losses in U.S. history this week when the Tesla CEO was stripped of his $56 billion pay package in a case brought by an unlikely opponent, a former heavy metal drummer.</p><p>Richard Tornetta sued Musk in 2018, when the Pennsylvania resident held just nine shares of Tesla. The case eventually made its way to trial in late 2022 and on Tuesday a judge sided with Tornetta, voiding the enormous pay deal for being unfair to him and all his fellow Tesla shareholders.</p><p>Tornetta could not be reached for a comment and his attorney declined to comment.</p><p>Until Tornetta&#39;s case, Musk prevailed in a string of trials accusing him of defamation, of breaching his duty to shareholders and of violating securities laws.</p><p>Based on his online presence, Tornetta seems to have more of an interest in creating audio gear for car-customizing enthusiasts than going after corporate excess and malfeasance.</p><p>He has posted light-hearted videos about gadgets he has created or mishaps, including describing how he torched his eyebrows.</p><p>Tornetta also turned up in videos drumming at the legendary former New York club CBGB with his now-defunct metal band &#34;Dawn of Correction&#34;, which described its sound as &#34;a swift kick to the face with a steel-toed work boot.&#34;</p><p>On social media, fans of Tesla and Musk seemed to find the case a travesty of justice and speculated about Tornetta&#39;s intentions and political affiliations, asking how an investor with such miniscule holdings could wield such power.</p><p>Delaware corporate case law is full of cases bearing the names of individual investors with tiny shareholdings who wound up shaping America&#39;s corporate law.</p><p>Many law firms that represent shareholders keep a stable of investors they can work with to bring cases, says Eric Talley, who teaches corporate law at Columbia Law School. They might be pension funds with a broad range of stock holdings but they are also often individuals like Tornetta.</p><p>The plaintiff signs paperwork to file the lawsuit and then generally gets out of the way, says Talley. The investors don&#39;t pay the law firm, which takes the case on contingency, as the lawyers did in the Musk case.</p><p>Tornetta benefits from winning the case the same way other Tesla shareholders benefit: saving the company billions of dollars that a subservient board of directors paid to Musk.</p><p>Business groups have long criticized cases brought by individuals as an indication of potentially abusive litigation. Delaware 10 years ago was plagued with lawsuits led by retail investors owning a few shares challenging merger deals. The cases were often quickly resolved with meaningless settlements that always included payments to the attorneys bringing the cases. Delaware judges and lawmakers eventually reined in the practice.</p><p>Experts said people like Tornetta are vital for policing boardrooms. Lawmakers and judges have long wanted large investment firms to lead such corporate litigation since they are better equipped to keep an eye on their lawyers&#39; tactics. But experts said fund managers do not want to jeopardize relationships on Wall Street.</p><p>So it was up to Tornetta to take on Musk.</p><p>&#34;His name is now etched in the annals of corporate law,&#34; Talley said. &#34;My students will be reading Tornetta v Musk for the next 10 years.&#34;</p></div>\n</div>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4555":"新能源车","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4527":"明星科技股","BK4588":"碎股","BK4550":"红杉资本持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823411888.USD":"法巴消费创新基金 Cap","BK4574":"无人驾驶","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4551":"寇图资本持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4099":"汽车制造商","LU1548497426.USD":"安联环球人工智能AT Acc","BK4511":"特斯拉概念","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4548":"巴美列捷福持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4585":"ETF&股票定投概念","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TSLA":"特斯拉","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4592":"伊斯兰概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4534":"瑞士信贷持仓"},"source_url":"https://www.channelnewsasia.com/business/elon-musk-bashed-heavy-metal-drummer-who-cost-him-56-billion-4092826","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2408854654","content_text":"WILMINGTON, Delaware :     Elon Musk suffered one of the biggest legal losses in U.S. history this week when the Tesla CEO was stripped of his $56 billion pay package in a case brought by an unlikely opponent, a former heavy metal drummer.Richard Tornetta sued Musk in 2018, when the Pennsylvania resident held just nine shares of Tesla. The case eventually made its way to trial in late 2022 and on Tuesday a judge sided with Tornetta, voiding the enormous pay deal for being unfair to him and all his fellow Tesla shareholders.Tornetta could not be reached for a comment and his attorney declined to comment.Until Tornetta's case, Musk prevailed in a string of trials accusing him of defamation, of breaching his duty to shareholders and of violating securities laws.Based on his online presence, Tornetta seems to have more of an interest in creating audio gear for car-customizing enthusiasts than going after corporate excess and malfeasance.He has posted light-hearted videos about gadgets he has created or mishaps, including describing how he torched his eyebrows.Tornetta also turned up in videos drumming at the legendary former New York club CBGB with his now-defunct metal band \"Dawn of Correction\", which described its sound as \"a swift kick to the face with a steel-toed work boot.\"On social media, fans of Tesla and Musk seemed to find the case a travesty of justice and speculated about Tornetta's intentions and political affiliations, asking how an investor with such miniscule holdings could wield such power.Delaware corporate case law is full of cases bearing the names of individual investors with tiny shareholdings who wound up shaping America's corporate law.Many law firms that represent shareholders keep a stable of investors they can work with to bring cases, says Eric Talley, who teaches corporate law at Columbia Law School. They might be pension funds with a broad range of stock holdings but they are also often individuals like Tornetta.The plaintiff signs paperwork to file the lawsuit and then generally gets out of the way, says Talley. The investors don't pay the law firm, which takes the case on contingency, as the lawyers did in the Musk case.Tornetta benefits from winning the case the same way other Tesla shareholders benefit: saving the company billions of dollars that a subservient board of directors paid to Musk.Business groups have long criticized cases brought by individuals as an indication of potentially abusive litigation. Delaware 10 years ago was plagued with lawsuits led by retail investors owning a few shares challenging merger deals. The cases were often quickly resolved with meaningless settlements that always included payments to the attorneys bringing the cases. Delaware judges and lawmakers eventually reined in the practice.Experts said people like Tornetta are vital for policing boardrooms. Lawmakers and judges have long wanted large investment firms to lead such corporate litigation since they are better equipped to keep an eye on their lawyers' tactics. But experts said fund managers do not want to jeopardize relationships on Wall Street.So it was up to Tornetta to take on Musk.\"His name is now etched in the annals of corporate law,\" Talley said. \"My students will be reading Tornetta v Musk for the next 10 years.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256537797050432,"gmtCreate":1703650427238,"gmtModify":1703650432031,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"NVDA vs GOOGL is not exactly an apple to apple comparison. I would pick MSFT vs GOOGL for a closer match in terms of their operating spheres. Nevertheless thanks for the insightful sharing.","listText":"NVDA vs GOOGL is not exactly an apple to apple comparison. I would pick MSFT vs GOOGL for a closer match in terms of their operating spheres. Nevertheless thanks for the insightful sharing.","text":"NVDA vs GOOGL is not exactly an apple to apple comparison. I would pick MSFT vs GOOGL for a closer match in terms of their operating spheres. Nevertheless thanks for the insightful sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256537797050432","repostId":"2394791243","repostType":2,"repost":{"id":"2394791243","kind":"highlight","pubTimestamp":1703643532,"share":"https://ttm.financial/m/news/2394791243?lang=&edition=fundamental","pubTime":"2023-12-27 10:18","market":"us","language":"en","title":"Better AI Stock: Nvidia vs. Alphabet","url":"https://stock-news.laohu8.com/highlight/detail?id=2394791243","media":"Motley Fool","summary":"Nvidia and Alphabet are two of the most popular AI investments right now.","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia&#39;s stock is a boom-or-bust style of investment.</p></li><li><p>Alphabet&#39;s steady growth is a more conservative investment.</p></li><li><p>Motley Fool Issues Rare “All In” Buy Alert</p></li></ul><p>In the artificial intelligence (AI) investing realm, two heavyweights are <strong>Nvidia</strong> and <strong>Alphabet</strong>. These two are leading the charge in different areas and represent logical companies to invest in if trying to take advantage of the AI race.</p><p>But of these two, which is the better buy? Let&#39;s find out.</p><h2 id=\"id_2659932012\">Alphabet is a much wider AI investment</h2><p>First, let&#39;s discuss how these two tackle different areas of AI.</p><p>Nvidia&#39;s graphics processing units (GPUs) are widely used in AI supercomputers because they have created an optimized system for processing data. The demand explosion caused by the generative AI development race created unprecedented demand for its GPUs, causing Nvidia&#39;s stock to rise an incredible 234% in 2023.</p><p>Alphabet&#39;s AI investment case is a bit wider. Its generative AI model, Gemini AI, beats most competitors (including OpenAI&#39;s GPT-4) in head-to-head competitions. It also has a cloud computing division, which allows clients to rent out computing power and data storage for many uses, including AI. Lastly, the company recently announced a reorganization in its advertising division to focus on further integrating AI.</p><p>Overall, Nvidia is a one-trick pony, but its one trick has been incredible. Alphabet is a much wider AI investment, making it a more conservative investment. There&#39;s no winner here, as the two represent different ways to invest in AI.</p><p>Call it a tie.</p><h2 id=\"id_116371771\">Nvidia is growing at unparalleled speeds</h2><p>As mentioned above, the demand for Nvidia&#39;s GPUs has been unbelievable. In the 2024 third quarter (ending Oct. 29), its revenue rose 206% year over year to $18.1 million. It also guided for $20 billion in revenue for the fourth quarter, so this wasn&#39;t just a single quarter of strength.</p><p>Alphabet&#39;s revenue growth was respectable at 11%, but it&#39;s not even in the same world as Nvidia.</p><p><em>Winner: Nvidia.</em></p><h2 id=\"id_3245239473\">Alphabet&#39;s growth is more sustainable</h2><p>One part of the Nvidia investment thesis that&#39;s often overlooked is how sustainable these revenue levels are. It isn&#39;t a subscription company (for the most part); once it sells its GPUs, its client likely won&#39;t need to build another system for a while. This could create a problem in the future, as demand for GPUs might (or might not) disappear.</p><p>Should Nvidia&#39;s revenue fall off a cliff, the stock will follow suit, as it&#39;s priced like its growth is permanent (even though it&#39;s cyclical).</p><p>Alphabet&#39;s products are mostly subscription-based or must be purchased regularly (like ads). This makes Alphabet&#39;s gains much more permanent than Nviida&#39;s.</p><p><em>Winner: Alphabet.</em></p><h2 id=\"id_339289511\">Alphabet looks like a bargain</h2><p>Valuing Nvidia on a trailing price-to-earnings (P/E) basis can only be done with a caveat. It hasn&#39;t lapped its substantial growth yet, so it still has a few quarters that didn&#39;t produce the same earnings as its most recent ones.</p><p>But if Nvidia&#39;s sales decline after the sales boom cools, it would give investors an idea of how expensive the stock would be valued.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c82517e2194ef2d650f7cec5a964441c\" tg-width=\"720\" tg-height=\"466\"/></p><p>NVDA PE Ratio data by YCharts.</p><p>Using either metric, Nvidia is quite expensive. On the other hand, Alphabet&#39;s stock is much cheaper.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45d3e36a72e6735d74820715b4ac5fec\" tg-width=\"720\" tg-height=\"466\"/></p><p>GOOGL PE ratio data by YCharts.</p><p>So, on this basis, Alphabet looks like a much better buy.</p><p><em>Winner: Alphabet.</em></p><h2 id=\"id_2837886200\">Nvidia&#39;s growth potential is higher</h2><p>The demand for Nvidia&#39;s GPUs right now is insatiable, but how long that demand lasts is unknown. It could be two quarters, two years, or two decades. As a result, the company&#39;s upside is unknown.</p><p>Alphabet likely won&#39;t grow much faster than 15% each year, but it should post revenue growth nearly every quarter.</p><p>So, depending on your risk tolerance, Nvidia could be a better buy if you want absolute upside, while Alphabet is better for consistent, long-term growth.</p><p>This one is another tie.</p><h2 id=\"id_109161335\">The verdict</h2><p>Choosing a winner here is really a matter of preference. The two stocks represent different investment philosophies. I&#39;m more partial to Alphabet, as I would rather have a slower, more guaranteed upside than Nvidia&#39;s boom or bust.</p><p>I&#39;m still concerned with what will happen with Nvidia&#39;s stock when the AI supercomputer demand is satisfied, and that is enough to keep me from investing in it (which could be a huge mistake on my part).</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better AI Stock: Nvidia vs. Alphabet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter AI Stock: Nvidia vs. Alphabet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-27 10:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/12/26/better-artificial-intelligence-ai-stock-nvidia-vs/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's stock is a boom-or-bust style of investment.Alphabet's steady growth is a more conservative investment.Motley Fool Issues Rare “All In” Buy AlertIn the artificial intelligence (AI) investing ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/12/26/better-artificial-intelligence-ai-stock-nvidia-vs/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","GOOGL":"谷歌A","BK4534":"瑞士信贷持仓","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4525":"远程办公概念","LU0557290698.USD":"施罗德环球可持续增长基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4543":"AI","BK4527":"明星科技股","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4538":"云计算","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","BK4574":"无人驾驶","LU0080751232.USD":"富达环球多元动力基金A","BK4573":"虚拟现实","NVDA":"英伟达","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4581":"高盛持仓","BK4549":"软银资本持仓","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","GOOG":"谷歌","BK4554":"元宇宙及AR概念","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4532":"文艺复兴科技持仓","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4592":"伊斯兰概念","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4553":"喜马拉雅资本持仓","LU0149725797.USD":"汇丰美国股市经济规模基金"},"source_url":"https://www.fool.com/investing/2023/12/26/better-artificial-intelligence-ai-stock-nvidia-vs/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2394791243","content_text":"Nvidia's stock is a boom-or-bust style of investment.Alphabet's steady growth is a more conservative investment.Motley Fool Issues Rare “All In” Buy AlertIn the artificial intelligence (AI) investing realm, two heavyweights are Nvidia and Alphabet. These two are leading the charge in different areas and represent logical companies to invest in if trying to take advantage of the AI race.But of these two, which is the better buy? Let's find out.Alphabet is a much wider AI investmentFirst, let's discuss how these two tackle different areas of AI.Nvidia's graphics processing units (GPUs) are widely used in AI supercomputers because they have created an optimized system for processing data. The demand explosion caused by the generative AI development race created unprecedented demand for its GPUs, causing Nvidia's stock to rise an incredible 234% in 2023.Alphabet's AI investment case is a bit wider. Its generative AI model, Gemini AI, beats most competitors (including OpenAI's GPT-4) in head-to-head competitions. It also has a cloud computing division, which allows clients to rent out computing power and data storage for many uses, including AI. Lastly, the company recently announced a reorganization in its advertising division to focus on further integrating AI.Overall, Nvidia is a one-trick pony, but its one trick has been incredible. Alphabet is a much wider AI investment, making it a more conservative investment. There's no winner here, as the two represent different ways to invest in AI.Call it a tie.Nvidia is growing at unparalleled speedsAs mentioned above, the demand for Nvidia's GPUs has been unbelievable. In the 2024 third quarter (ending Oct. 29), its revenue rose 206% year over year to $18.1 million. It also guided for $20 billion in revenue for the fourth quarter, so this wasn't just a single quarter of strength.Alphabet's revenue growth was respectable at 11%, but it's not even in the same world as Nvidia.Winner: Nvidia.Alphabet's growth is more sustainableOne part of the Nvidia investment thesis that's often overlooked is how sustainable these revenue levels are. It isn't a subscription company (for the most part); once it sells its GPUs, its client likely won't need to build another system for a while. This could create a problem in the future, as demand for GPUs might (or might not) disappear.Should Nvidia's revenue fall off a cliff, the stock will follow suit, as it's priced like its growth is permanent (even though it's cyclical).Alphabet's products are mostly subscription-based or must be purchased regularly (like ads). This makes Alphabet's gains much more permanent than Nviida's.Winner: Alphabet.Alphabet looks like a bargainValuing Nvidia on a trailing price-to-earnings (P/E) basis can only be done with a caveat. It hasn't lapped its substantial growth yet, so it still has a few quarters that didn't produce the same earnings as its most recent ones.But if Nvidia's sales decline after the sales boom cools, it would give investors an idea of how expensive the stock would be valued.NVDA PE Ratio data by YCharts.Using either metric, Nvidia is quite expensive. On the other hand, Alphabet's stock is much cheaper.GOOGL PE ratio data by YCharts.So, on this basis, Alphabet looks like a much better buy.Winner: Alphabet.Nvidia's growth potential is higherThe demand for Nvidia's GPUs right now is insatiable, but how long that demand lasts is unknown. It could be two quarters, two years, or two decades. As a result, the company's upside is unknown.Alphabet likely won't grow much faster than 15% each year, but it should post revenue growth nearly every quarter.So, depending on your risk tolerance, Nvidia could be a better buy if you want absolute upside, while Alphabet is better for consistent, long-term growth.This one is another tie.The verdictChoosing a winner here is really a matter of preference. The two stocks represent different investment philosophies. I'm more partial to Alphabet, as I would rather have a slower, more guaranteed upside than Nvidia's boom or bust.I'm still concerned with what will happen with Nvidia's stock when the AI supercomputer demand is satisfied, and that is enough to keep me from investing in it (which could be a huge mistake on my part).","news_type":1},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251286139732024,"gmtCreate":1702386367022,"gmtModify":1702386369866,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> PLTR to the moon","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> PLTR to the moon","text":"$Palantir Technologies Inc.(PLTR)$ PLTR to the moon","images":[{"img":"https://community-static.tradeup.com/news/1445915331542a1d9e0da66295373720","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/251286139732024","isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4127818194928382","authorId":"4127818194928382","name":"chausiong","avatar":"https://community-static.tradeup.com/news/4d81f9d5c69889610630b1d7c87d1f1a","crmLevel":2,"crmLevelSwitch":0,"idStr":"4127818194928382","authorIdStr":"4127818194928382"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":251285577437472,"gmtCreate":1702386248648,"gmtModify":1702386250936,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/cb9eaa0b3fe6ada7dd617a4e70c3b002","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251285577437472","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":234366989033696,"gmtCreate":1698227339197,"gmtModify":1698227343776,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Star is rising! TSLA","listText":"Star is rising! TSLA","text":"Star is rising! TSLA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234366989033696","isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198947364986904,"gmtCreate":1689607333913,"gmtModify":1689607337120,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Holy crap","listText":"Holy crap","text":"Holy crap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198947364986904","repostId":"1199130496","repostType":2,"repost":{"id":"1199130496","kind":"news","pubTimestamp":1689607054,"share":"https://ttm.financial/m/news/1199130496?lang=&edition=fundamental","pubTime":"2023-07-17 23:17","market":"us","language":"en","title":"Elizabeth Warren Calls on SEC to Investigate Tesla for Corporate Governance Issues","url":"https://stock-news.laohu8.com/highlight/detail?id=1199130496","media":"Seekingalpha","summary":"Senator Elizabeth Warren sent a letter to the SEC on Monday asking for an investigation into $Tesla(TSLA)$ and its disclosures regarding the actions of the board in managing the apparent conflicts of ","content":"<html><head></head><body><p>Senator Elizabeth Warren sent a letter to the SEC on Monday asking for an investigation into <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and its disclosures regarding the actions of the board in managing the apparent conflicts of CEO Elon Musk. The letter claimed Musk’s actions since purchasing Twitter and becoming its CEO have raised concerns about conflicts of interest, misappropriation of corporate assets, and other negative impacts for Tesla (TSLA) shareholders.</p><p style=\"text-align: left;\">&#34;Despite recent and repeated calls from investors to address these actions, the Board appears to have failed to uphold its legal duty to ensure that Mr. Musk act in the best interest of Tesla. The Board also does not appear to have adequately disclosed concerns about these issues to investors, undermining shareholders’ ability to make informed voting and investing decisions and to hold their fiduciaries accountable. The Board’s inaction and inadequate disclosures, and the close relationships of several Board members to Mr. Musk, raise questions about the effectiveness of their corporate governance and potential violations of securities laws.&#34;</p><p style=\"text-align: left;\">Warren also said the hiring of Linda Yaccarino as the new CEO of Twitter does little to address the concerns to Tesla (TSLA) and its shareholders related to his dual role. On the flip side, Wall Street analysts were vocal early in saying the Twitter purchase by Elon Musk was a negative distraction for Tesla, but have viewed the development more favorably since the hiring of Yaccarino.</p><p style=\"text-align: left;\">Shares of Tesla (TSLA) moved up 2.25% in morning trading on Monday following the announcement of the company&#39;s first Cybertruck rolling off the assembly line in Austin, Texas.</p><p style=\"text-align: left;\"><strong>Tesla earnings preview</strong>: Tesla (TSLA) will report earnings for the second quarter on July 19. Analysts are expecting revenue to grow 47% year-over-year to $24.7B and EPS to come in at $0.81. The biggest focus for investors could be the impact of the price cuts by Tesla during the quarter. Gross margin is seen falling to 18.7% from 19.3% in Q1 and EBITDA is seen slipping to $4.14B from $4.27B in the prior-year quarter. Other items of interest will be the energy storage update, and the outlook for the Austin, Shanghai, and Berlin gigafactories. Tesla&#39;s current guidance is for 1.8M vehicles deliveries in 2023 vs. the 1.37M vehicles delivered in 2022. On the earnings conference call, Elon Musk could stir things by by updating on the sub-$30K Model 2, which is expected to be built out of Mexico sometime in 2025. Tesla (TSLA) may also set a date for its Cybertruck event, add context to the upside from automakers across the industry adopting the NACS charging standard, and add color about the planned Model 3 refresh. Options trading on Tesla (TSLA) implies a share price swing of 8% following the report. Tesla (TSLA) shed 9.8% after its last earnings report.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elizabeth Warren Calls on SEC to Investigate Tesla for Corporate Governance Issues</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\">\nElizabeth Warren Calls on SEC to Investigate Tesla for Corporate Governance Issues\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-17 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3988060-elizabeth-warren-calls-on-sec-to-investigate-tesla-for-corporate-governance-issues><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Senator Elizabeth Warren sent a letter to the SEC on Monday asking for an investigation into Tesla and its disclosures regarding the actions of the board in managing the apparent conflicts of CEO Elon...</p>\n\n<a href=\"https://seekingalpha.com/news/3988060-elizabeth-warren-calls-on-sec-to-investigate-tesla-for-corporate-governance-issues\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3988060-elizabeth-warren-calls-on-sec-to-investigate-tesla-for-corporate-governance-issues","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1199130496","content_text":"Senator Elizabeth Warren sent a letter to the SEC on Monday asking for an investigation into Tesla and its disclosures regarding the actions of the board in managing the apparent conflicts of CEO Elon Musk. The letter claimed Musk’s actions since purchasing Twitter and becoming its CEO have raised concerns about conflicts of interest, misappropriation of corporate assets, and other negative impacts for Tesla (TSLA) shareholders.\"Despite recent and repeated calls from investors to address these actions, the Board appears to have failed to uphold its legal duty to ensure that Mr. Musk act in the best interest of Tesla. The Board also does not appear to have adequately disclosed concerns about these issues to investors, undermining shareholders’ ability to make informed voting and investing decisions and to hold their fiduciaries accountable. The Board’s inaction and inadequate disclosures, and the close relationships of several Board members to Mr. Musk, raise questions about the effectiveness of their corporate governance and potential violations of securities laws.\"Warren also said the hiring of Linda Yaccarino as the new CEO of Twitter does little to address the concerns to Tesla (TSLA) and its shareholders related to his dual role. On the flip side, Wall Street analysts were vocal early in saying the Twitter purchase by Elon Musk was a negative distraction for Tesla, but have viewed the development more favorably since the hiring of Yaccarino.Shares of Tesla (TSLA) moved up 2.25% in morning trading on Monday following the announcement of the company's first Cybertruck rolling off the assembly line in Austin, Texas.Tesla earnings preview: Tesla (TSLA) will report earnings for the second quarter on July 19. Analysts are expecting revenue to grow 47% year-over-year to $24.7B and EPS to come in at $0.81. The biggest focus for investors could be the impact of the price cuts by Tesla during the quarter. Gross margin is seen falling to 18.7% from 19.3% in Q1 and EBITDA is seen slipping to $4.14B from $4.27B in the prior-year quarter. Other items of interest will be the energy storage update, and the outlook for the Austin, Shanghai, and Berlin gigafactories. Tesla's current guidance is for 1.8M vehicles deliveries in 2023 vs. the 1.37M vehicles delivered in 2022. On the earnings conference call, Elon Musk could stir things by by updating on the sub-$30K Model 2, which is expected to be built out of Mexico sometime in 2025. Tesla (TSLA) may also set a date for its Cybertruck event, add context to the upside from automakers across the industry adopting the NACS charging standard, and add color about the planned Model 3 refresh. Options trading on Tesla (TSLA) implies a share price swing of 8% following the report. Tesla (TSLA) shed 9.8% after its last earnings report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942642038,"gmtCreate":1681220864724,"gmtModify":1681220866828,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>cool!","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>cool!","text":"$Tesla Motors(TSLA)$ cool!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942642038","isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942646264,"gmtCreate":1681220782058,"gmtModify":1681220786914,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Kill the competition go TSLA!","listText":"Kill the competition go TSLA!","text":"Kill the competition go TSLA!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942646264","repostId":"2326612313","repostType":2,"repost":{"id":"2326612313","kind":"highlight","pubTimestamp":1681196889,"share":"https://ttm.financial/m/news/2326612313?lang=&edition=fundamental","pubTime":"2023-04-11 15:08","market":"us","language":"en","title":"Tesla Is Not Done Cutting Prices, Analysts Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2326612313","media":"MarketWatch","summary":"Tesla Inc.’s recent price cuts are unlikely to be the last, and they put margins in the spotlight wi","content":"<html><head></head><body><p>Tesla Inc.’s recent price cuts are unlikely to be the last, and they put margins in the spotlight with the electric-vehicle maker set to report quarterly earnings soon.</p><p>That’s from analysts at Bernstein and Citi on Monday, commenting on further Tesla price cuts on Friday. Base prices for the Model S and Model X each came down by about $5,000, among other cuts, and Tesla also began offering a cheaper, shorter-range Model Y compact SUV.</p><p>“Make no mistake — the price cuts reflect Tesla’s need to stimulate demand and arean explicit trade off of margins for volume,” Bernstein’s Toni Sacconaghi said. “While many investors have been hopeful that [first-quarter] margins might be bottom, we don’t believe that will necessarily be the case, particularly given our belief that further cuts are likely.”</p><p>Chief Executive Elon Musk said in late January that orders were twice Tesla’s production capacity after price cuts in early January, “and yet [first-quarter] deliveries lagged production, pointing to a significant deceleration in orders over the quarter,” Sacconaghi said.</p><p>“We believe additional price cuts in other geographies are likely. We note that lead times were relatively weak (&lt;4 weeks) for nearly all Tesla models in all geographies, except for the Model Y in the U.S.,&#34; he said. &#34;The fact that Tesla is cutting price on its longest lead-time model suggests other price cuts are likely to follow,&#34; particularlyas Model 3 rebates will fall to $3,750 next week “and competition continues to intensify.”</p><p>Itay Michaeli at Citi echoed the sentiment that the recent price cuts “will place even greater emphasis on the [first-quarter] auto gross margin outcome as a determinant of (near-term) sentiment.”</p><p>Stronger-than-expected margins “would support the contention that Tesla’s latest price cuts are coming from a position of cost strength while also possibly reflecting lower input costs,” Michaeli said.</p><p>In-line or softer gross margins “could revive concerns over capacity/product aging while placing 2023 consensus estimates at risk,” the Citi analyst said.</p><p>Tesla is scheduled to report first-quarter earnings next Wednesday, with a call following results scheduled for 5:30 p.m. Eastern time.</p><p>Analysts polled by FactSet expect the EV maker to report adjusted earnings of 86 cents a share on sales of $23.8 billion. That would compare with adjusted EPS of $1.07 a share on sales of $18.8 billion in the first quarter of 2022.</p><p>Tesla stock has lost 47% in the past year, compared with losses of about 9% for the S&amp;P 500 SPX, -0.58% in the same period.</p></body></html>","source":"mwatch_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>Tesla Is Not Done Cutting Prices, Analysts Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is Not Done Cutting Prices, Analysts Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-11 15:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-is-not-done-cutting-prices-analysts-say-1bca52db?mod=newsviewer_click><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc.’s recent price cuts are unlikely to be the last, and they put margins in the spotlight with the electric-vehicle maker set to report quarterly earnings soon.That’s from analysts at ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-is-not-done-cutting-prices-analysts-say-1bca52db?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/tesla-is-not-done-cutting-prices-analysts-say-1bca52db?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326612313","content_text":"Tesla Inc.’s recent price cuts are unlikely to be the last, and they put margins in the spotlight with the electric-vehicle maker set to report quarterly earnings soon.That’s from analysts at Bernstein and Citi on Monday, commenting on further Tesla price cuts on Friday. Base prices for the Model S and Model X each came down by about $5,000, among other cuts, and Tesla also began offering a cheaper, shorter-range Model Y compact SUV.“Make no mistake — the price cuts reflect Tesla’s need to stimulate demand and arean explicit trade off of margins for volume,” Bernstein’s Toni Sacconaghi said. “While many investors have been hopeful that [first-quarter] margins might be bottom, we don’t believe that will necessarily be the case, particularly given our belief that further cuts are likely.”Chief Executive Elon Musk said in late January that orders were twice Tesla’s production capacity after price cuts in early January, “and yet [first-quarter] deliveries lagged production, pointing to a significant deceleration in orders over the quarter,” Sacconaghi said.“We believe additional price cuts in other geographies are likely. We note that lead times were relatively weak (<4 weeks) for nearly all Tesla models in all geographies, except for the Model Y in the U.S.,\" he said. \"The fact that Tesla is cutting price on its longest lead-time model suggests other price cuts are likely to follow,\" particularlyas Model 3 rebates will fall to $3,750 next week “and competition continues to intensify.”Itay Michaeli at Citi echoed the sentiment that the recent price cuts “will place even greater emphasis on the [first-quarter] auto gross margin outcome as a determinant of (near-term) sentiment.”Stronger-than-expected margins “would support the contention that Tesla’s latest price cuts are coming from a position of cost strength while also possibly reflecting lower input costs,” Michaeli said.In-line or softer gross margins “could revive concerns over capacity/product aging while placing 2023 consensus estimates at risk,” the Citi analyst said.Tesla is scheduled to report first-quarter earnings next Wednesday, with a call following results scheduled for 5:30 p.m. Eastern time.Analysts polled by FactSet expect the EV maker to report adjusted earnings of 86 cents a share on sales of $23.8 billion. That would compare with adjusted EPS of $1.07 a share on sales of $18.8 billion in the first quarter of 2022.Tesla stock has lost 47% in the past year, compared with losses of about 9% for the S&P 500 SPX, -0.58% in the same period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946167506,"gmtCreate":1680888260505,"gmtModify":1680888264168,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"title":"Happy Easter","htmlText":"Happy Easter everyone! Have a good one and be back next Monday!","listText":"Happy Easter everyone! Have a good one and be back next Monday!","text":"Happy Easter everyone! Have a good one and be back next Monday!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946167506","isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941226049,"gmtCreate":1680304028282,"gmtModify":1680304032642,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Setback for Elon","listText":"Setback for Elon","text":"Setback for Elon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941226049","repostId":"2324098566","repostType":2,"repost":{"id":"2324098566","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1680303164,"share":"https://ttm.financial/m/news/2324098566?lang=&edition=fundamental","pubTime":"2023-04-01 06:52","market":"us","language":"en","title":"BRIEF-UAW Statement On Labor Board Ruling Against Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=2324098566","media":"Reuters","summary":"March 31 (Reuters) -    * UAW STATEMENT ON LABOR BOARD RULING AGAINST TESLA   * UAW ON LABOR BOARD R","content":"<html><body><p>March 31 (Reuters) - </p><p>   * UAW STATEMENT ON LABOR BOARD RULING AGAINST TESLA</p><p>   * UAW ON LABOR BOARD RULING AGAINST TESLA: THIS A GREAT VICTORY FOR WORKERS WHO HAVE COURAGE TO STAND UP AND ORGANIZE IN A SYSTEM</p><p>Source text for:  Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BRIEF-UAW Statement On Labor Board Ruling Against Tesla</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\">\nBRIEF-UAW Statement On Labor Board Ruling Against Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-04-01 06:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>March 31 (Reuters) - </p><p>   * UAW STATEMENT ON LABOR BOARD RULING AGAINST TESLA</p><p>   * UAW ON LABOR BOARD RULING AGAINST TESLA: THIS A GREAT VICTORY FOR WORKERS WHO HAVE COURAGE TO STAND UP AND ORGANIZE IN A SYSTEM</p><p>Source text for:  Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4581":"高盛持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4512":"苹果概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","BK4548":"巴美列捷福持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - 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USA GROWTH \"P\" (USD) ACC","BK4527":"明星科技股","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4588":"碎股","BK4550":"红杉资本持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4141":"半导体产品","ON":"安森美半导体","BK4574":"无人驾驶"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324098566","content_text":"March 31 (Reuters) -    * UAW STATEMENT ON LABOR BOARD RULING AGAINST TESLA   * UAW ON LABOR BOARD RULING AGAINST TESLA: THIS A GREAT VICTORY FOR WORKERS WHO HAVE COURAGE TO STAND UP AND ORGANIZE IN A SYSTEMSource text for:  Further company coverage:    ((Reuters.Briefs@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943687605,"gmtCreate":1679408659808,"gmtModify":1679408663666,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"TSLA to the moon!","listText":"TSLA to the moon!","text":"TSLA to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943687605","repostId":"2321162867","repostType":2,"repost":{"id":"2321162867","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1679407113,"share":"https://ttm.financial/m/news/2321162867?lang=&edition=fundamental","pubTime":"2023-03-21 21:58","market":"us","language":"en","title":"Tesla to Deliver Strong Q1 Retail Sales in China - Brokerage Data","url":"https://stock-news.laohu8.com/highlight/detail?id=2321162867","media":"Reuters","summary":"SHANGHAI, March 21 (Reuters) - Tesla is poised to report one of its best quarters in China, the late","content":"<html><head></head><body><p>SHANGHAI, March 21 (Reuters) - Tesla is poised to report one of its best quarters in China, the latest retail sales data showed, after becoming the first electric vehicle maker in the country to cut prices in a bid to defend its market share.</p><p>The U.S. EV maker&#39;s retail sales in China totaled 106,915 units from Jan. 1 to March 19, or 1,371 units per day on average, according to data from China Merchants Bank International, which tracks car insurance registrations.</p><p>That was slightly higher than the 1,327 units it sold daily on average in the fourth quarter in China, when Tesla sold a total of 122,038 cars, its best quarter so far, the data showed.</p><p>Tesla did not immediately respond to a request for comment.</p><p>Bulwarked by its higher profits per car than other electric vehicle makers, the U.S. automaker slashed prices of its best-selling models by up to 13.5% in China in January, triggering a price war with BYD and several rivals following suit over the next two months.</p><p>Tesla&#39;s growth pace, however, is yet to catch up with BYD, which outsold Tesla by more than five times in the January-February period, with its wide range of offerings of electrified products in China.</p><p>The company is planning refreshed versions of Model 3 and Model Y in the next two years to tackle an ageing product mix that has hit its attractiveness to customers. It has also improved the suspension system in the Model Y made in China since January to make the ride smoother, an update Tesla fans lauded on social media.</p><p>The company had been focusing more on energy efficiency and practical features such as safety and storage space in its marketing in China to lure more pragmatic buyers.</p><p>Tesla&#39;s sales in the first two months accounted for 7.9% in China&#39;s fragmented sector of new energy cars including pure electric and plug-in hybrids, slightly up from 6.8% in the same period a year ago, according to Reuters calculations based on data from China Passenger Car Association.</p><p>Meanwhile, BYD extended its lead with a 41% market share, a big jump from 29% a year ago.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla to Deliver Strong Q1 Retail Sales in China - Brokerage Data</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla to Deliver Strong Q1 Retail Sales in China - Brokerage Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-03-21 21:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SHANGHAI, March 21 (Reuters) - Tesla is poised to report one of its best quarters in China, the latest retail sales data showed, after becoming the first electric vehicle maker in the country to cut prices in a bid to defend its market share.</p><p>The U.S. EV maker&#39;s retail sales in China totaled 106,915 units from Jan. 1 to March 19, or 1,371 units per day on average, according to data from China Merchants Bank International, which tracks car insurance registrations.</p><p>That was slightly higher than the 1,327 units it sold daily on average in the fourth quarter in China, when Tesla sold a total of 122,038 cars, its best quarter so far, the data showed.</p><p>Tesla did not immediately respond to a request for comment.</p><p>Bulwarked by its higher profits per car than other electric vehicle makers, the U.S. automaker slashed prices of its best-selling models by up to 13.5% in China in January, triggering a price war with BYD and several rivals following suit over the next two months.</p><p>Tesla&#39;s growth pace, however, is yet to catch up with BYD, which outsold Tesla by more than five times in the January-February period, with its wide range of offerings of electrified products in China.</p><p>The company is planning refreshed versions of Model 3 and Model Y in the next two years to tackle an ageing product mix that has hit its attractiveness to customers. It has also improved the suspension system in the Model Y made in China since January to make the ride smoother, an update Tesla fans lauded on social media.</p><p>The company had been focusing more on energy efficiency and practical features such as safety and storage space in its marketing in China to lure more pragmatic buyers.</p><p>Tesla&#39;s sales in the first two months accounted for 7.9% in China&#39;s fragmented sector of new energy cars including pure electric and plug-in hybrids, slightly up from 6.8% in the same period a year ago, according to Reuters calculations based on data from China Passenger Car Association.</p><p>Meanwhile, BYD extended its lead with a 41% market share, a big jump from 29% a year ago.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321162867","content_text":"SHANGHAI, March 21 (Reuters) - Tesla is poised to report one of its best quarters in China, the latest retail sales data showed, after becoming the first electric vehicle maker in the country to cut prices in a bid to defend its market share.The U.S. EV maker's retail sales in China totaled 106,915 units from Jan. 1 to March 19, or 1,371 units per day on average, according to data from China Merchants Bank International, which tracks car insurance registrations.That was slightly higher than the 1,327 units it sold daily on average in the fourth quarter in China, when Tesla sold a total of 122,038 cars, its best quarter so far, the data showed.Tesla did not immediately respond to a request for comment.Bulwarked by its higher profits per car than other electric vehicle makers, the U.S. automaker slashed prices of its best-selling models by up to 13.5% in China in January, triggering a price war with BYD and several rivals following suit over the next two months.Tesla's growth pace, however, is yet to catch up with BYD, which outsold Tesla by more than five times in the January-February period, with its wide range of offerings of electrified products in China.The company is planning refreshed versions of Model 3 and Model Y in the next two years to tackle an ageing product mix that has hit its attractiveness to customers. It has also improved the suspension system in the Model Y made in China since January to make the ride smoother, an update Tesla fans lauded on social media.The company had been focusing more on energy efficiency and practical features such as safety and storage space in its marketing in China to lure more pragmatic buyers.Tesla's sales in the first two months accounted for 7.9% in China's fragmented sector of new energy cars including pure electric and plug-in hybrids, slightly up from 6.8% in the same period a year ago, according to Reuters calculations based on data from China Passenger Car Association.Meanwhile, BYD extended its lead with a 41% market share, a big jump from 29% a year ago.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943694475,"gmtCreate":1679395044097,"gmtModify":1679395045906,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943694475","repostId":"9943695022","repostType":1,"repost":{"id":9943695022,"gmtCreate":1679393460166,"gmtModify":1679394072486,"author":{"id":"10000000000010736","authorId":"10000000000010736","name":"DonFronShow","avatar":"https://community-static.tradeup.com/news/6382b96a3d01b435d9b9ae2232fc67d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010736","authorIdStr":"10000000000010736"},"themes":[],"htmlText":"\n \n \n  How I Made Money Selling Put Contracts on MSFT During a Sell-OffFrom Youtube: https://www.youtube.com/watch?v=-skYop3ykL8\n \n","listText":"How I Made Money Selling Put Contracts on MSFT During a Sell-OffFrom Youtube: https://www.youtube.com/watch?v=-skYop3ykL8","text":"How I Made Money Selling Put Contracts on MSFT During a Sell-OffFrom Youtube: https://www.youtube.com/watch?v=-skYop3ykL8","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943695022","isVote":1,"tweetType":2,"object":{"id":"f12d1ae82c764a3dbd2cb52f326a5ce4","tweetId":"9943695022","title":"How I Made Money Selling Put Contracts on MSFT During a Sell-Off","videoUrl":"http://v.tigerbbs.com/1679393454742270a4f21e1e846f8a620e7d4c8e01113.mp4","poster":"https://static.tigerbbs.com/e578729eff22a8f8cdb760982d9b92ef","shareLink":"http://v.tigerbbs.com/1679393454742270a4f21e1e846f8a620e7d4c8e01113.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957029336,"gmtCreate":1676791830325,"gmtModify":1676791834945,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957029336","repostId":"1102735214","repostType":2,"repost":{"id":"1102735214","kind":"news","pubTimestamp":1676779126,"share":"https://ttm.financial/m/news/1102735214?lang=&edition=fundamental","pubTime":"2023-02-19 11:58","market":"us","language":"en","title":"AI Stocks: The ACTUAL Winners and Losers from the AI Revolution","url":"https://stock-news.laohu8.com/highlight/detail?id=1102735214","media":"InvestorPlace","summary":"In January, media firm Buzzfeed(NASDAQ: BZFD) made headlines after its CEO proposed using ChatGPT to","content":"<html><head></head><body><p>In January, media firm <b>Buzzfeed</b>(NASDAQ: <b>BZFD</b>) made headlines after its CEO proposed using ChatGPT to help generate “cultural currency” and “inspired prompts” for his site. The following week, meme stock <b>Helbiz</b>(NASDAQ: <b>HLBZ</b>) would join the frenzy… without any detail on how an e-scooter business benefits from using chatbots.</p><p>Tongues would quickly start wagging.</p><p>“The AI stock mania is reminiscent of other speculative crazes in the world of tech,”wrote<i>CNN’s</i>Paul La Monica. “Remember when crypto-related stocks soared in 2021 and then tanked in 2022? And let’s not forget the epic rise of many dot-com companies in the late 1990s and their subsequent plunge in 2000.”</p><p>Yet, we know that artificial intelligence is here to stay; Mr. La Monica himself later conceded that AI “is no passing fad.” Much like the internet in the late-90s, we <i>know</i> that artificial intelligence creates tangible benefits… even if we’re not sure how to best use it yet.</p><p>That hasn’t stopped investors from unthinkingly rushing in. Shares of Buzzfeed would rise over 100% in the week after its ChatGPT announcement. And Helbiz would spike 250% for a brief period.</p><p>That means it’s more important than ever to separate the companies that <i>claim</i> they will benefit from AI, versus the ones that <i>actually</i> do. The internet of the 1990s couldn’t save outdated businesses from the dustbin of history. And artificial intelligence won’t either.</p><p><b>Chipmakers: Many Winners in the High-Tech World</b></p><p>The most obvious winners of the AI revolution are the chipmakers themselves. No matter which software firm eventually prevails, the top hardware makers must still play a role.</p><p><b>Winners: AI and Analog Chipmakers</b></p><p>The greatest beneficiaries of artificial intelligence are chipmakers that create GPUs (graphical processing units) and ASICs (application-specific integrated circuits) that help train AI models. Most hyped-up alternatives such as Tensor Processing Units (TPUs) and Data Processing Units (DPUs) are usually some combination of these two.</p><p>These types of chips can run multiple processes at once, making them far more powerful than traditional CPUs at training AI algorithms. GPUs are also becoming more scalable, thanks to a new generation of multi-node software.</p><p>As far as the GPU makers themselves, <b>Nvidia</b>(NASDAQ: <b>NVDA</b>) is the leader in the industry. The California-based firm holds a stunning88% market share thanks to a massive R&amp;D budget that can outspend all competitors. It’s a virtuous cycle that allows Nvidia to develop better hardware and more reliable drivers, which in turn sells more products. Analysts expect the GPU maker’s long-term growth rate to top 21%, according to Thomson Reuters.</p><p>However, buying top-dog Nvidia won’t come cheap. The company trades at 65X forward earnings, making it one of the most expensive hardware manufacturers in the world by that metric. Investors know that NVDA is the king, so much of the alpha has already been consumed.</p><p>Fortunately, investors have alternatives. First, the <b>FPGA chip industry</b> (field-programmable gate arrays) is a relatively profitable one that also benefits from AI. These are the low-power chips used to run AI models <i>after</i> they’re trained. Here, firms like <b>Lattice Semiconductor</b>(NASDAQ: <b>LSCC</b>) and Xilinx, a subsidiary of <b>Advanced Micro Devices</b>(NASDAQ: <b><u>AMD</u></b>), are profitable players that can be bought for lower prices than Nvidia. Lattice trades at 46X forward earnings, while AMD trades at 27X.</p><p>Next, investors looking further ahead should also consider <b>analog chipmakers</b>. These firms produce chips that are used in sensors and other IOT (internet of things) devices that connect computers with the outside world. Greater use of AI will naturally increase demand for these chips as applications from self-driving cars to smart homes become commonplace. The analog chip industry is also less competitive (and quite profitable) thanks to years of consolidation. <b>Texas Instruments</b>(NASDAQ: <b>TXN</b>) averages a 31% return on capital invested (ROIC), yet trades for only 21X forward earnings. Smaller competitor <b>Analog Devices</b>(NASDAQ: <b>ADI</b>) has averaged a 20% ROIC and trades at 18X.</p><p>Finally, specialized pick-and-shovel companies such as <b>ASML</b>(NASDAQ: <b>ASML</b>) also stand to gain. ASML, for instance, produces the machines that make AI chips, and can be bought at 33X forward earnings.</p><p><b>Losers: General-Purpose and Commodity Chipmakers</b></p><p>Meanwhile, general-purpose CPU companies will see a demand crunch, at least in relative terms. CPUs have more limited applications in artificial intelligence applications, and the industry’s cyclical nature makes it prone to post-overexpansion hangovers. Analysts estimate that Intel’s revenues will shrink almost 20% this year, and for 2026 profits to be <i>less than half of 2019 levels.</i></p><p>Many commodity chipmakers are in even worse shape. <b>Micron Technology</b>(NASDAQ: <b>MU</b>), a firm that produces commoditized memory chips, has seen analysts cut long-term growth rates to -35.4%, according to data from Thomson Reuters. Though artificial intelligence promises to use <i>more</i> computing power, makers of lower-value chips will mostly see no benefit.</p><p><b>Software Companies: Mostly Good… If You’re High-Tech</b></p><p>It’s still too early to call winners with “generative” AI models. Chatbots — from <b>OpenAI’s</b> ChatGPT to Alphabet’s LaMDA —are relatively neck-and-neck in their problem-solving abilities. And the industry currently has surprisingly low barriers to entry; the internet is a trove of free training data, and talented engineers are quick to switch jobs. It’s a fool’s errand to guess whether <b>Meta Platforms</b>(NASDAQ: <b><u>META</u></b>) or Amazon’s (NASDAQ: <b><u>AMZN</u></b>) AI will come out ahead.</p><p>Nevertheless, winners are already emerging in <i>other</i> industries.</p><p><b>Winners: Data Analytics</b></p><p>The clearest corporate beneficiaries of AI are those that help users analyze, crunch and store data. Many of these companies — such as <b>Salesforce</b>(NASDAQ: <b>CRM</b>) and <b>Workday</b>(NASDAQ: <b>WDAY</b>) — have used existing products to establish a base, and then upsold customers on “value-added” AI products. Workday, for instance, has been able to help employers predict which workers are about to quit…since 2019. And Salesforce’s Einstein now provides salespeople with recommendations for the next best actions when making a sale. Rapid improvements in artificial intelligence will create even more “land and expand” abilities.</p><p>Other firms are more direct. Companies like cloud monitoring firm <b>DataDog</b>(NASDAQ: <b>DDOG</b>) and cybersecurity firm <b>Okta</b>(NASDAQ: <b>OKTA</b>) rely on machine learning to provide any product at all. Without it, their monitoring and authentication services will look much like the legacy systems they’re attempting to replace. And as artificial intelligence improves, products at these next-gen companies will stand out even more relative to legacy products. DataDog and Okta are expected to grow revenues by 32% and 41%, respectively, this year.</p><p><b>Losers: Business Process Outsourcing Firms</b></p><p>On the other hand, AI is squeezing lower-value software companies. And in particular, business process outsourcing (BPO) firms are feeling the heat. Former meme stock <b>Exela Technologies</b>(NASDAQ: <b>XELA</b>) now trades at a near-zero valuation. And Xerox’s BPO spinoff <b>Conduent</b>(NASDAQ: <b>CNDT</b>) has lost over 70% of its market value since spinning off in 2016. These companies specialize in offloading manual tasks to offshore workers, and AI tools are replacing everything from customer service chats to manual data entry.</p><p>Perhaps the only notable exception is <b>Accenture</b>(NYSE: <b>ACN</b>) — a consulting firm that’s long focused on higher-value BPO solutions. But even there, growth is slowing. Analysts expect Accenture’s earnings per share (EPS) growth to decline from the 16% range to single-digits this year.</p><p><b>Digital Media: A Mixed BagWinners: You and Me</b></p><p>In 2021, intense competition between <b>Netflix</b>(NASDAQ: <b>NFLX</b>) and other streaming services sparked “peak TV,” a period of incredible content creation. The number of original, scripted, adult-targeted programs jumped to 559, according to FX Research — straining the wallets of companies from Amazon to <b>Disney</b>(NYSE: <b>DIS</b>)</p><p>A similar gold rush is now happening in generative AI, particularly in digital art and chatbots. High-quality image generators from <b>Midjourney</b> to <b>Stable Diffusion</b> are available to anyone with an internet connection (and enough patience to wait in line). And Microsoft’s $10 billion investment in OpenAI and its ChatGPT is still (mostly) being given away for free to the public. (Google’s Bard might <i>have</i> to be given away, considering its issues).</p><p>The bonanza will last longer than most realize. The cost of running an AI model costs far less than… say… producing a hit TV show. And the competitive cloud industry means that cloud computing firms <i>themselves</i> are the ones using AI chatbots as loss leaders. Online storage might be a commodity. A high-quality chatbot running on it is not.</p><p><b>Losers: Content Creation Sites… And Many NFT Holders</b></p><p>Sadly, advancements in AI won’t help content creation companies — a competitive industry that has already exhausted the benefits of outsourcing. Websites like <i>Forbes</i> already routinely use freelancers in place of full-time staff. Only 10% of Buzzfeed’s staff belong to the NewsGuild labor union.</p><p>The inclusion of AI will only worsen the “race to the bottom” in digital media. Buzzfeed holds no monopoly over ChatGPT usage, so any financial benefit from using the service will be quickly erased by competitors doing the same. Only “AI-content natives” might benefit.</p><p>It’s the same story we saw in apparel in the 2000s with the rise of e-commerce: No clothing brand received an outright advantage, save for online-only companies.</p><p>Then there are NFT holders — investors who splashed out in 2021-2022 to acquire the rights to expensive digital art. Today, AI can create digital pieces by the thousands…and automatically mint them as NFTs if asked. It’s a comeuppance for those who once noted that “lots of NFTs are fairly dumb.”</p><p>Many younger investors might wonder what it was like to invest during the late-1990s tech bubble. With the introduction of AI chatbots and other generative models, these investors don’t have to dream any longer.</p></body></html>","source":"investorplace","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>AI Stocks: The ACTUAL Winners and Losers from the AI Revolution</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\">\nAI Stocks: The ACTUAL Winners and Losers from the AI Revolution\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-19 11:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/02/ai-stocks-the-actual-winners-and-losers-from-the-ai-revolution/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In January, media firm Buzzfeed(NASDAQ: BZFD) made headlines after its CEO proposed using ChatGPT to help generate “cultural currency” and “inspired prompts” for his site. The following week, meme ...</p>\n\n<a href=\"https://investorplace.com/2023/02/ai-stocks-the-actual-winners-and-losers-from-the-ai-revolution/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://investorplace.com/2023/02/ai-stocks-the-actual-winners-and-losers-from-the-ai-revolution/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102735214","content_text":"In January, media firm Buzzfeed(NASDAQ: BZFD) made headlines after its CEO proposed using ChatGPT to help generate “cultural currency” and “inspired prompts” for his site. The following week, meme stock Helbiz(NASDAQ: HLBZ) would join the frenzy… without any detail on how an e-scooter business benefits from using chatbots.Tongues would quickly start wagging.“The AI stock mania is reminiscent of other speculative crazes in the world of tech,”wroteCNN’sPaul La Monica. “Remember when crypto-related stocks soared in 2021 and then tanked in 2022? And let’s not forget the epic rise of many dot-com companies in the late 1990s and their subsequent plunge in 2000.”Yet, we know that artificial intelligence is here to stay; Mr. La Monica himself later conceded that AI “is no passing fad.” Much like the internet in the late-90s, we know that artificial intelligence creates tangible benefits… even if we’re not sure how to best use it yet.That hasn’t stopped investors from unthinkingly rushing in. Shares of Buzzfeed would rise over 100% in the week after its ChatGPT announcement. And Helbiz would spike 250% for a brief period.That means it’s more important than ever to separate the companies that claim they will benefit from AI, versus the ones that actually do. The internet of the 1990s couldn’t save outdated businesses from the dustbin of history. And artificial intelligence won’t either.Chipmakers: Many Winners in the High-Tech WorldThe most obvious winners of the AI revolution are the chipmakers themselves. No matter which software firm eventually prevails, the top hardware makers must still play a role.Winners: AI and Analog ChipmakersThe greatest beneficiaries of artificial intelligence are chipmakers that create GPUs (graphical processing units) and ASICs (application-specific integrated circuits) that help train AI models. Most hyped-up alternatives such as Tensor Processing Units (TPUs) and Data Processing Units (DPUs) are usually some combination of these two.These types of chips can run multiple processes at once, making them far more powerful than traditional CPUs at training AI algorithms. GPUs are also becoming more scalable, thanks to a new generation of multi-node software.As far as the GPU makers themselves, Nvidia(NASDAQ: NVDA) is the leader in the industry. The California-based firm holds a stunning88% market share thanks to a massive R&D budget that can outspend all competitors. It’s a virtuous cycle that allows Nvidia to develop better hardware and more reliable drivers, which in turn sells more products. Analysts expect the GPU maker’s long-term growth rate to top 21%, according to Thomson Reuters.However, buying top-dog Nvidia won’t come cheap. The company trades at 65X forward earnings, making it one of the most expensive hardware manufacturers in the world by that metric. Investors know that NVDA is the king, so much of the alpha has already been consumed.Fortunately, investors have alternatives. First, the FPGA chip industry (field-programmable gate arrays) is a relatively profitable one that also benefits from AI. These are the low-power chips used to run AI models after they’re trained. Here, firms like Lattice Semiconductor(NASDAQ: LSCC) and Xilinx, a subsidiary of Advanced Micro Devices(NASDAQ: AMD), are profitable players that can be bought for lower prices than Nvidia. Lattice trades at 46X forward earnings, while AMD trades at 27X.Next, investors looking further ahead should also consider analog chipmakers. These firms produce chips that are used in sensors and other IOT (internet of things) devices that connect computers with the outside world. Greater use of AI will naturally increase demand for these chips as applications from self-driving cars to smart homes become commonplace. The analog chip industry is also less competitive (and quite profitable) thanks to years of consolidation. Texas Instruments(NASDAQ: TXN) averages a 31% return on capital invested (ROIC), yet trades for only 21X forward earnings. Smaller competitor Analog Devices(NASDAQ: ADI) has averaged a 20% ROIC and trades at 18X.Finally, specialized pick-and-shovel companies such as ASML(NASDAQ: ASML) also stand to gain. ASML, for instance, produces the machines that make AI chips, and can be bought at 33X forward earnings.Losers: General-Purpose and Commodity ChipmakersMeanwhile, general-purpose CPU companies will see a demand crunch, at least in relative terms. CPUs have more limited applications in artificial intelligence applications, and the industry’s cyclical nature makes it prone to post-overexpansion hangovers. Analysts estimate that Intel’s revenues will shrink almost 20% this year, and for 2026 profits to be less than half of 2019 levels.Many commodity chipmakers are in even worse shape. Micron Technology(NASDAQ: MU), a firm that produces commoditized memory chips, has seen analysts cut long-term growth rates to -35.4%, according to data from Thomson Reuters. Though artificial intelligence promises to use more computing power, makers of lower-value chips will mostly see no benefit.Software Companies: Mostly Good… If You’re High-TechIt’s still too early to call winners with “generative” AI models. Chatbots — from OpenAI’s ChatGPT to Alphabet’s LaMDA —are relatively neck-and-neck in their problem-solving abilities. And the industry currently has surprisingly low barriers to entry; the internet is a trove of free training data, and talented engineers are quick to switch jobs. It’s a fool’s errand to guess whether Meta Platforms(NASDAQ: META) or Amazon’s (NASDAQ: AMZN) AI will come out ahead.Nevertheless, winners are already emerging in other industries.Winners: Data AnalyticsThe clearest corporate beneficiaries of AI are those that help users analyze, crunch and store data. Many of these companies — such as Salesforce(NASDAQ: CRM) and Workday(NASDAQ: WDAY) — have used existing products to establish a base, and then upsold customers on “value-added” AI products. Workday, for instance, has been able to help employers predict which workers are about to quit…since 2019. And Salesforce’s Einstein now provides salespeople with recommendations for the next best actions when making a sale. Rapid improvements in artificial intelligence will create even more “land and expand” abilities.Other firms are more direct. Companies like cloud monitoring firm DataDog(NASDAQ: DDOG) and cybersecurity firm Okta(NASDAQ: OKTA) rely on machine learning to provide any product at all. Without it, their monitoring and authentication services will look much like the legacy systems they’re attempting to replace. And as artificial intelligence improves, products at these next-gen companies will stand out even more relative to legacy products. DataDog and Okta are expected to grow revenues by 32% and 41%, respectively, this year.Losers: Business Process Outsourcing FirmsOn the other hand, AI is squeezing lower-value software companies. And in particular, business process outsourcing (BPO) firms are feeling the heat. Former meme stock Exela Technologies(NASDAQ: XELA) now trades at a near-zero valuation. And Xerox’s BPO spinoff Conduent(NASDAQ: CNDT) has lost over 70% of its market value since spinning off in 2016. These companies specialize in offloading manual tasks to offshore workers, and AI tools are replacing everything from customer service chats to manual data entry.Perhaps the only notable exception is Accenture(NYSE: ACN) — a consulting firm that’s long focused on higher-value BPO solutions. But even there, growth is slowing. Analysts expect Accenture’s earnings per share (EPS) growth to decline from the 16% range to single-digits this year.Digital Media: A Mixed BagWinners: You and MeIn 2021, intense competition between Netflix(NASDAQ: NFLX) and other streaming services sparked “peak TV,” a period of incredible content creation. The number of original, scripted, adult-targeted programs jumped to 559, according to FX Research — straining the wallets of companies from Amazon to Disney(NYSE: DIS)A similar gold rush is now happening in generative AI, particularly in digital art and chatbots. High-quality image generators from Midjourney to Stable Diffusion are available to anyone with an internet connection (and enough patience to wait in line). And Microsoft’s $10 billion investment in OpenAI and its ChatGPT is still (mostly) being given away for free to the public. (Google’s Bard might have to be given away, considering its issues).The bonanza will last longer than most realize. The cost of running an AI model costs far less than… say… producing a hit TV show. And the competitive cloud industry means that cloud computing firms themselves are the ones using AI chatbots as loss leaders. Online storage might be a commodity. A high-quality chatbot running on it is not.Losers: Content Creation Sites… And Many NFT HoldersSadly, advancements in AI won’t help content creation companies — a competitive industry that has already exhausted the benefits of outsourcing. Websites like Forbes already routinely use freelancers in place of full-time staff. Only 10% of Buzzfeed’s staff belong to the NewsGuild labor union.The inclusion of AI will only worsen the “race to the bottom” in digital media. Buzzfeed holds no monopoly over ChatGPT usage, so any financial benefit from using the service will be quickly erased by competitors doing the same. Only “AI-content natives” might benefit.It’s the same story we saw in apparel in the 2000s with the rise of e-commerce: No clothing brand received an outright advantage, save for online-only companies.Then there are NFT holders — investors who splashed out in 2021-2022 to acquire the rights to expensive digital art. Today, AI can create digital pieces by the thousands…and automatically mint them as NFTs if asked. It’s a comeuppance for those who once noted that “lots of NFTs are fairly dumb.”Many younger investors might wonder what it was like to invest during the late-1990s tech bubble. With the introduction of AI chatbots and other generative models, these investors don’t have to dream any longer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957029029,"gmtCreate":1676791408262,"gmtModify":1676791413414,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957029029","repostId":"1153308884","repostType":4,"repost":{"id":"1153308884","kind":"news","pubTimestamp":1676778938,"share":"https://ttm.financial/m/news/1153308884?lang=&edition=fundamental","pubTime":"2023-02-19 11:55","market":"us","language":"en","title":"Wall Street's Top 10 Stock Calls This Week: Zillow, Fastly, Cloudflare, Boston Beer, Check Point And More","url":"https://stock-news.laohu8.com/highlight/detail?id=1153308884","media":"The Fly","summary":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street","content":"<html><head></head><body><blockquote>Wall Street experts reveal the five stocks to buy, five stocks to sell this week</blockquote><p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of February 13-17.</p><p><u><b>Top 5 Buy Calls:</b></u></p><p><b>Five Below (FIVE) – Roth MKM ups stock to Buy, expects shares to outperform this year</b></p><p>On February 13, Roth MKM upgraded Five Below to Buy from Neutral with a price target of $240, up from $180. Over the last several months, the company&#39;s &#34;abrupt shift to value-oriented merchandise&#34; has taken shape more quickly than anticipated, the firm tells investors in a research note. Roth MKM says Five Below&#39;s comps have improved sequentially and profitability improvements are coming. As such, the firm expects the shares to outperform over the balance of the year.</p><p><b>Zillow (ZG) – Upgraded to Outperform at Evercore on five “key factors”</b></p><p>On February 13, Evercore ISI upgraded Zillow Group to Outperform from In Line with a price target of $61, up from $34, citing five &#34;key factors.&#34; On a macro level, the firm anticipates Q1 being the trough quarter for residential real estate in terms of existing homes sales and home prices. Given this view, Evercore would anticipate top-line trends for Zillow starting to positively inflect in Q2. In terms of its other three factors, the firm believes Zillow should fully participate in the real estate market recovery; product initiatives and offerings that Zillow has invested in could potentially set up Zillow for stronger growth and profitability; and the firm still sees &#34;reasonable&#34; valuation upside from current levels with the shares about 78% off their 2021 high.</p><p><b>Ralph Lauren (RL) – BofA upgrades to Buy, raises target to $145</b></p><p>On February 13, BofA upgraded Ralph Lauren to Buy from Neutral with a price target of $145, up from $130. In terms of U.S. wholesale, Ralph Lauren is best positioned among peer apparel vendors and the firm has confidence that its strong revenue trends can continue, the firm tells investors in a research note. BofA also thinks management has &#34;baked in an appropriate level of cautiousness&#34; on the U.S. value channel and European wholesale business in their outlook.</p><p><b>Restaurant Brands (QSR) – KeyBanc upgrades stock on improved growth prospects</b></p><p>On February 15, KeyBanc upgraded Restaurant Brands to Overweight from Sector Weight with a $76 price target. With better franchisee alignment and a fresh strategy to improve same-store-sales, the company&#39;s growth prospects have improved significantly since the first half of 2022, the firm tells investors in a research note. KeyBanc sees a &#34;compelling&#34; risk/reward given the stock&#39;s discount relative to peers. It cites better transparency and evidence of improving franchisee profitability under Executive Chairman Patrick Doyle for the upgrade.</p><p><b>Fastly (FSLY) – Craig-Hallum sees return of “beat/raise mode”</b></p><p>On February 16, Craig-Hallum upgraded Fastly to Buy from Hold with a price target of $17, up from $9, after the company reported a quarterly top- and bottom-line beat and gave full year 2023 guidance that was above the Street forecast at the mid-point. The business feels as though it is &#34;settling into a more predictable/manageable growth path&#34; after several years of disruption, said the firm, which views Fastly as likely to resume a &#34;beat/raise mode,&#34; thinks shares have bottomed and believes they will likely rise as the year progresses.</p><p>Meanwhile, DA Davidson also upgraded Fastly to Buy from Neutral with a price target of $17, up from $8.50. The company&#39;s Q4 results &#34;beat all around,&#34; and importantly, gross margins were ahead of expectations for the second straight quarter, the firm tells investors in a research note. DA Davidson believes new CEO Todd Nightingale has brought a renewed focus on &#34;operational rigor,&#34; capital efficiency, and streamlined product packaging. While the shares likely need to &#34;cool off near-term&#34; following an 85% run over the last 1.5 months, they are set up to outperform over the next 12-18 months, contends Davidson.</p><p><u><b>Top 5 Sell Calls:</b></u></p><p><b>Okta (OKTA) – Goldman Sachs says Sell as Microsoft becomes more competitive</b></p><p>On February 14, Goldman Sachs initiated coverage of Okta with a Sell rating and $70 price target. The analyst believes emerging software industry dynamics are favorable for long-term investors. Multi-product platforms have gained momentum, the industry is less cyclical, and unit economics outperform broader software, Goldman tells investors in a research note. However, for Okta, the firm expects the pace of its share gain in identity access management to slow, saying Microsoft (MSFT) is becoming slightly more competitive and the identity cloud upgrade cycle being further along.</p><p>BofA also initiated coverage of Okta on February 13 with an Underperform rating and $64 price target. The Street is modeling 18% revenue growth over the next two years, but BofA thinks this is &#34;too optimistic&#34; and model growth of 16%, stating that it sees elevated risks of slow growth and limited margin upside given intense competition with Microsoft. Even after the 60% decline over the last 12 months, the firm expects Okta shares to underperform and it sees &#34;no positive catalysts in sight.&#34;</p><p><b>Cloudflare (NET) – Goldman starts coverage with Sell rating, $51 target</b></p><p>On February 14, Goldman Sachs initiated coverage of Cloudflare with a Sell rating and $51 price target. The firm believes emerging software industry dynamics are favorable for long-term investors. Multi-product platforms have gained momentum, the industry is less cyclical, and unit economics outperform broader software, Goldman tells investors in a research note. However, for Cloudflare, the firm thinks the path to executing on $5B in annual recurring revenue will likely not be linear. Over the medium term, the risk/reward is skewed negative for the stock, writes the analyst.</p><p><b>Boston Beer (SAM) – Bernstein downgrades to Underperform, cuts target to $255</b></p><p>On February 16, Bernstein downgraded Boston Beer to Underperform from Market Perform with a price target of $255, down from $320. The company&#39;s much lower than expected fiscal 2023 guidance reduces the potential for meaningful gross margin expansion, Bernstein tells investors in a research note. The firm says Boston Beer&#39;s supply inefficiencies run deeper than initially thought. Until Truly stabilizes, &#34;it&#39;s like trying to hit a moving target,&#34; writes Bernstein. The firm adds that Twisted Tea&#39;s &#34;stellar&#34; growth is insufficient to offset the decline of and uncertainty around Truly&#39;s near-term performance.</p><p><b>TechTarget (TTGT) – JPMorgan bearish, starts coverage with Underweight</b></p><p>On February 16, JPMorgan initiated coverage of TechTarget with an Underweight rating and $41 price target. The company&#39;s business is profitable, but its historic and future revenue growth appear to be below dynamics of the addressable market, implying that the company is not gaining share, JPMorgan tells investors in a research note. The firm sees &#34;tough times ahead&#34; for TechTarget.</p><p><b>Check Point (CHKP) – SMBC downgrades to Underperform, trims target</b></p><p>On February 16, SMBC Nikko downgraded Check Point Software Technologies to Underperform from Neutral with a price target of $120, down from $125. The firm says the deterioration of forward-looking metrics implies further growth deceleration for the company. This is on top of contracting margins and a lack of foreseeable catalysts, SMBC tells investors in a research note. The firm believes Check Point&#39;s shares losses in the core firewall market are accelerating while it is struggling to scale its non-firewall segments.</p></body></html>","source":"lsy1649979459173","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street's Top 10 Stock Calls This Week: Zillow, Fastly, Cloudflare, Boston Beer, Check Point And More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street's Top 10 Stock Calls This Week: Zillow, Fastly, Cloudflare, Boston Beer, Check Point And More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-19 11:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3665734&headline=TTGT;CHKP;SAM;NET;OKTA;MSFT;FSLY;QSR;RL;ZG;Z;FIVE-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>The Fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3665734&headline=TTGT;CHKP;SAM;NET;OKTA;MSFT;FSLY;QSR;RL;ZG;Z;FIVE-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SAM":"波斯顿啤酒","TTGT":"TechTarget","ZG":"Zillow Class A","FSLY":"Fastly, Inc.","OKTA":"Okta Inc.","RL":"拉夫劳伦","FIVE":"Five Below","QSR":"餐饮品牌国际","NET":"Cloudflare, Inc.","CHKP":"Check Point软件科技"},"source_url":"https://thefly.com/landingPageNews.php?id=3665734&headline=TTGT;CHKP;SAM;NET;OKTA;MSFT;FSLY;QSR;RL;ZG;Z;FIVE-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153308884","content_text":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of February 13-17.Top 5 Buy Calls:Five Below (FIVE) – Roth MKM ups stock to Buy, expects shares to outperform this yearOn February 13, Roth MKM upgraded Five Below to Buy from Neutral with a price target of $240, up from $180. Over the last several months, the company's \"abrupt shift to value-oriented merchandise\" has taken shape more quickly than anticipated, the firm tells investors in a research note. Roth MKM says Five Below's comps have improved sequentially and profitability improvements are coming. As such, the firm expects the shares to outperform over the balance of the year.Zillow (ZG) – Upgraded to Outperform at Evercore on five “key factors”On February 13, Evercore ISI upgraded Zillow Group to Outperform from In Line with a price target of $61, up from $34, citing five \"key factors.\" On a macro level, the firm anticipates Q1 being the trough quarter for residential real estate in terms of existing homes sales and home prices. Given this view, Evercore would anticipate top-line trends for Zillow starting to positively inflect in Q2. In terms of its other three factors, the firm believes Zillow should fully participate in the real estate market recovery; product initiatives and offerings that Zillow has invested in could potentially set up Zillow for stronger growth and profitability; and the firm still sees \"reasonable\" valuation upside from current levels with the shares about 78% off their 2021 high.Ralph Lauren (RL) – BofA upgrades to Buy, raises target to $145On February 13, BofA upgraded Ralph Lauren to Buy from Neutral with a price target of $145, up from $130. In terms of U.S. wholesale, Ralph Lauren is best positioned among peer apparel vendors and the firm has confidence that its strong revenue trends can continue, the firm tells investors in a research note. BofA also thinks management has \"baked in an appropriate level of cautiousness\" on the U.S. value channel and European wholesale business in their outlook.Restaurant Brands (QSR) – KeyBanc upgrades stock on improved growth prospectsOn February 15, KeyBanc upgraded Restaurant Brands to Overweight from Sector Weight with a $76 price target. With better franchisee alignment and a fresh strategy to improve same-store-sales, the company's growth prospects have improved significantly since the first half of 2022, the firm tells investors in a research note. KeyBanc sees a \"compelling\" risk/reward given the stock's discount relative to peers. It cites better transparency and evidence of improving franchisee profitability under Executive Chairman Patrick Doyle for the upgrade.Fastly (FSLY) – Craig-Hallum sees return of “beat/raise mode”On February 16, Craig-Hallum upgraded Fastly to Buy from Hold with a price target of $17, up from $9, after the company reported a quarterly top- and bottom-line beat and gave full year 2023 guidance that was above the Street forecast at the mid-point. The business feels as though it is \"settling into a more predictable/manageable growth path\" after several years of disruption, said the firm, which views Fastly as likely to resume a \"beat/raise mode,\" thinks shares have bottomed and believes they will likely rise as the year progresses.Meanwhile, DA Davidson also upgraded Fastly to Buy from Neutral with a price target of $17, up from $8.50. The company's Q4 results \"beat all around,\" and importantly, gross margins were ahead of expectations for the second straight quarter, the firm tells investors in a research note. DA Davidson believes new CEO Todd Nightingale has brought a renewed focus on \"operational rigor,\" capital efficiency, and streamlined product packaging. While the shares likely need to \"cool off near-term\" following an 85% run over the last 1.5 months, they are set up to outperform over the next 12-18 months, contends Davidson.Top 5 Sell Calls:Okta (OKTA) – Goldman Sachs says Sell as Microsoft becomes more competitiveOn February 14, Goldman Sachs initiated coverage of Okta with a Sell rating and $70 price target. The analyst believes emerging software industry dynamics are favorable for long-term investors. Multi-product platforms have gained momentum, the industry is less cyclical, and unit economics outperform broader software, Goldman tells investors in a research note. However, for Okta, the firm expects the pace of its share gain in identity access management to slow, saying Microsoft (MSFT) is becoming slightly more competitive and the identity cloud upgrade cycle being further along.BofA also initiated coverage of Okta on February 13 with an Underperform rating and $64 price target. The Street is modeling 18% revenue growth over the next two years, but BofA thinks this is \"too optimistic\" and model growth of 16%, stating that it sees elevated risks of slow growth and limited margin upside given intense competition with Microsoft. Even after the 60% decline over the last 12 months, the firm expects Okta shares to underperform and it sees \"no positive catalysts in sight.\"Cloudflare (NET) – Goldman starts coverage with Sell rating, $51 targetOn February 14, Goldman Sachs initiated coverage of Cloudflare with a Sell rating and $51 price target. The firm believes emerging software industry dynamics are favorable for long-term investors. Multi-product platforms have gained momentum, the industry is less cyclical, and unit economics outperform broader software, Goldman tells investors in a research note. However, for Cloudflare, the firm thinks the path to executing on $5B in annual recurring revenue will likely not be linear. Over the medium term, the risk/reward is skewed negative for the stock, writes the analyst.Boston Beer (SAM) – Bernstein downgrades to Underperform, cuts target to $255On February 16, Bernstein downgraded Boston Beer to Underperform from Market Perform with a price target of $255, down from $320. The company's much lower than expected fiscal 2023 guidance reduces the potential for meaningful gross margin expansion, Bernstein tells investors in a research note. The firm says Boston Beer's supply inefficiencies run deeper than initially thought. Until Truly stabilizes, \"it's like trying to hit a moving target,\" writes Bernstein. The firm adds that Twisted Tea's \"stellar\" growth is insufficient to offset the decline of and uncertainty around Truly's near-term performance.TechTarget (TTGT) – JPMorgan bearish, starts coverage with UnderweightOn February 16, JPMorgan initiated coverage of TechTarget with an Underweight rating and $41 price target. The company's business is profitable, but its historic and future revenue growth appear to be below dynamics of the addressable market, implying that the company is not gaining share, JPMorgan tells investors in a research note. The firm sees \"tough times ahead\" for TechTarget.Check Point (CHKP) – SMBC downgrades to Underperform, trims targetOn February 16, SMBC Nikko downgraded Check Point Software Technologies to Underperform from Neutral with a price target of $120, down from $125. The firm says the deterioration of forward-looking metrics implies further growth deceleration for the company. This is on top of contracting margins and a lack of foreseeable catalysts, SMBC tells investors in a research note. The firm believes Check Point's shares losses in the core firewall market are accelerating while it is struggling to scale its non-firewall segments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954842608,"gmtCreate":1676272079404,"gmtModify":1676272084670,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"If only I knew earlier LOL","listText":"If only I knew earlier LOL","text":"If only I knew earlier LOL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954842608","repostId":"2310966764","repostType":4,"repost":{"id":"2310966764","kind":"highlight","pubTimestamp":1676268157,"share":"https://ttm.financial/m/news/2310966764?lang=&edition=fundamental","pubTime":"2023-02-13 14:02","market":"us","language":"en","title":"Tesla: The Selloff Is A Gift To Buy The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2310966764","media":"Seekingalpha","summary":"We had every intention of publishing a bearish article on Tesla Inc.. With the stock up more than 65","content":"<html><head></head><body><p>We had every intention of publishing a bearish article on <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a>. With the stock up more than 65% year to date, nearly doubling from its lows, the writing was on the wall for a pullback from overbought conditions. An expectation here for some renewed volatility related to short-term investor profit-taking or shares hitting technical resistance is completely reasonable.</p><p>At the same time, we always want our research to age well several months to a year from now. It&#39;s not worth getting caught up in the short-term noise, only to miss out on the bigger picture. We can reaffirm a positive view of TSLA with the recent selloff as a new buying opportunity.</p><p></p><p><img src=\"https://static.tigerbbs.com/377cf49e4b3e4494cef9e51785252f67\" tg-width=\"635\" tg-height=\"371\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>The first point here is that the combination of a solid Q4 earnings report along with impressive trends from China highlights the improved sentiment since the end of December. All this is the context of a broader market rally based on a stronger macro outlook. There are plenty of mixed signals out there, but the biggest development thus far in 2023 has been a recognition that global economic conditions are resilient and far from a deepening recession which is good for business.</p><p>Tesla will likely continue to sell every vehicle it produces and still faces the challenge of keeping up with demand. Investors can look forward to the launch of CyberTruck later this year along with progress towards ramping up TeslaSemi as two new growth drivers.</p><p>From there, we believe the consensus estimates for 2023 and beyond may prove to be too low or conservative. The ability of the company to keep beating expectations in what remains an early stage of its full potential can make shares a big winner going forward.</p><h2>Where Will TSLA Be in 2030?</h2><p>One of the interesting aspects of covering Tesla is the breadth of Wall Street estimates which help form an authoritative consensus. You&#39;ll be pressed to find another ticker with 33 published revenue estimates for this year, and even 3 forecasting sales into 2030, eight years from now.</p><p>With a current 2023 forecast for revenue to reach $103 billion this year, up 26% year-over-year, it&#39;s fair to assume Tesla will end up close to that. This number will be a function of recent capacity and production trends, sales momentum, and pricing which are good starting points to draw assumptions. We&#39;ll take the consensus numbers at face value, but the real insight comes from reasons why the company could over-perform.</p><p></p><p><img src=\"https://static.tigerbbs.com/7a59936c1be174dacb9391e2dd9cc5d1\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/></p><p>source: Seeking Alpha</p><p>The range of uncertainty widens further along the forecast range for revenue to reach $229 billion by 2027, five years from now, representing an average annual growth rate of 23% over the period. The way Tesla could get there would be through several ongoing initiatives.</p><ul><li>The launch of new models like the upcoming CyberTruck and Tesla Semi.</li><li>Expanded tech-based subscription features like premium connectivity and full self-driving (FSD).</li><li>New &#34;Gigafactories&#34; beyond its current four global assembly facilities and separate battery-focused projects to add capacity.</li><li>A possible entry into rideshares through the &#34;Robotaxi&#34; program in development.</li><li>Growth in solar and energy storage deployments.</li><li>Opportunities in still under-penetrated emerging markets.</li></ul><p>Compared to a global production annual run rate that reached 1.8 million vehicles in Q4, Elon Musk has noted a goal of hitting 20 million units by 2030. That aspirational target poses challenges considering the availability of battery materials and the logistical bottlenecks. It&#39;s estimated the company would need to complete a gigafactory build every year to approach such a number and in the process nearly overtake the combined vehicle output of both Toyota Motor (TM) and Volkswagen AG (OTCPK:VWAGY).</p><p>The good news is that the market is not reading too much into that 20 million number evidenced by a consensus for 2030 sales to climb about 4x from the 2022 result of $82 billion, well below the +10x level implied by a 20 million unit run rate.</p><p>All else equal, just approaching an annual production of around 6 million vehicles in eight years would more than support 4x revenue upside as a ballpark to arrive at the 2030 revenue consensus of $355 billion in sales that year. We think Tesla can easily do that.</p><p></p><p><img src=\"https://static.tigerbbs.com/1e3ad37860cda4081a77a7aa934ebbba\" tg-width=\"640\" tg-height=\"372\" referrerpolicy=\"no-referrer\"/></p><p>source: reuters</p><h2>Reasonable Assumptions</h2><p>All this is in the context of what are very strong tailwinds for the growth of EVs both in the U.S. and globally, incentivized by public policy. One estimate from the International Energy Agency suggests around 60% of new car sales worldwide by 2030 will be EVs, which include plug-in hybrids (PHEVs). From the 16.5 million EVs on the road globally at the end of 2021, that number will expand to 350 million over the same time frame, dependent on the charging infrastructure and evolution of battery technology.</p><p>Just in the U.S., the current White House goal is for half of the new car sales to be electric, fuel cell, or hybrid by 2030 implying upwards of 7.5 million new EVs that year.</p><p>Data from the independent Edison Electric Institute suggests that U.S. EV sales could be higher at 8.4 million in 2023 based on announced manufacturer targets as a path to hit that 50% goal. By all accounts, Tesla will be a part of that pie, but it&#39;s also important to remember they won&#39;t be the only player.</p><p>Curiously, the group sees Tesla selling 880k light-duty passenger vehicles in the U.S. in 2030, up from 536k U.S. deliveries in 2022 across all models, which represented about 40% of its global total. Here are some implications from that particular forecast:</p><ul><li>A cumulative unit sales growth in the U.S. of 64% through 2023, or 7% on average per year, a moderating pace compared to an average of 41% increase between 2021 and 2022.</li><li>The forecast from EEI implies the company will hold a 5% market share of all cars sold in the U.S. or 10% of total EVs, higher if considering only battery-electric-vehicles (BEVs).</li></ul><p><img src=\"https://static.tigerbbs.com/ff626e7c80047185778a73a184713255\" tg-width=\"640\" tg-height=\"414\" referrerpolicy=\"no-referrer\"/></p><p>source: EEI</p><p>For context, Tesla ended Q4 2022 with an approximate 58% market share of total EVs sold in the U.S., declining from 72% in 2021 reflecting the commercial production ramp-up from other automakers including startups like Rivian Automotive (RIVN) along with legacy names like Ford Motor (F) effectively all-in on their EV strategy. It&#39;s not controversial to expect Tesla&#39;s EV share will continue to trend lower, and that&#39;s ok. It&#39;s not something to lose sleep over. It only becomes a problem if Tesla is unable to find buyers for its vehicles, and there are no indications of that happening.</p><p>We&#39;re sure Elon Musk would take issue with these EEI projections as being too low, but the point here is to say that it ties into the broader consensus revenue outlook for revenues that appear realistic as the larger growth opportunity is outside the U.S.</p><p>By our estimates, the U.S. passenger vehicle market for Tesla in 2030 could represent around 15% of Tesla&#39;s total business, down from under 40% last year. What will play a bigger role in the total revenue number will be new areas of growth like entering the heavy-duty transportation truck market as completely separate from the passenger vehicles group.</p><p>The &#34;rideshare&#34; robotaxi business is another opportunity that has yet to be explored that could potentially be the core of the company over the next several decades. Let&#39;s not forget about its energy storage and solar segment that has room to accelerate from here.</p><p>Going back to those Wall Street revenue estimates, there are some bigger trends at play. Consider the expanding ecosystem that includes the growing charging network and new subscription software features that end up adding to the lifecycle revenue connected to each vehicle sold. Throw in the incremental revenue from warranties, parts, insurance, used car sales, and so on and it becomes clear that the company can double and triple its revenue well before total unit production.</p><h2>Paul Krugman Was Wrong On Tesla</h2><p>The Nobel Prize-winning economist Paul Krugman penned an editorial in the New York Times back in December covering the crash in Tesla&#39;s share price over the past year.</p><p>The case Krugman made was that Tesla could not be compared to a global tech leader like Microsoft (MSFT) or Apple (AAPL) because the automobile industry was structurally less profitable. Separately, he noted that Tesla lacks the &#34;network effect&#34; defined by consumers being brand committed and favoring a product because peers are also users.</p><p>The comparison has some half-truths. Compared to a piece of software from Microsoft, or even Apple&#39;s ecosystem that can immediately be pushed out to millions of users worldwide, Tesla&#39;s core products are significantly more capital-intensive. This is reflected by Tesla&#39;s lower profit margins over the past year, around half that generated by MSFT and AAPL. Still, keep in mind that Tesla still generated $12.6 billion in net income last year and also $7.6 billion in free cash flow, hardly a bunny.</p><p></p><p><img src=\"https://static.tigerbbs.com/aa1cfa43a2cc07e2af08cb1f4bf70ac8\" tg-width=\"635\" tg-height=\"371\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Tesla stands out in its industry, even as a relatively smaller player by total global units, and is structurally more profitable than any other major car market. Its operating margin over the past year at 17% is more than double, the average of a group with names like Volkswagen and Ford. Some of that spread includes the benefit of EV tax credits, but also the &#34;tech&#34; side of the business Tesla has a clear advantage.</p><p>The company largely pioneered the idea of over-the-air upgrades and subscriptions for features like navigation. Those functions are fundamentally very similar to what the software side of Microsoft and Apple where it blurs the line between being an &#34;industrial manufacturer&#34; and a tech player.</p><p>We&#39;d also say that the initiatives on this side of the business are still in the early stages. Tesla&#39;s direct-to-consumer retail strategy is also an innovation in the industry that has added to profitability. Paul Krugman did not address these concepts.</p><p><img src=\"https://static.tigerbbs.com/f8ed8335fac7e034a9a3a56984b40c6a\" tg-width=\"635\" tg-height=\"371\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>In terms of the network effect, we&#39;ll give Apple the crown which likely has more brand loyalty than any other consumer-facing company in the world. There is an entire generation of iPhone users, for example, that have owned a different device and the idea of switching to an &#34;Android&#34; alternative is like asking a vegan to chow down on a Tomahawk steak, it&#39;s not even up for discussion.</p><p>On this side of the debate, we&#39;d say Tesla captures something of a middle ground but is still exceptional among automakers. Even with new EV models popping up, the sense is that Tesla remains the &#34;Classic Coke&#34; compared to the other store brands.</p><p>Tesla has in fact built up that network that Krugman believes is lacking. The extensive brand-only charging station network and integration with energy storage, and solar features are still unique that work as an incentive for people to buy a Tesla and stick with it.</p><p>Placing some real numbers to that statement, data from last year shows that Tesla held the highest brand loyalty at 63% of luxury car buyers. The data is also reflected in other metrics suggesting 70% of Tesla owners dispose of their vehicles and buy or plan to buy another Tesla. What this means is that the brand retains an air of exclusivity where plenty of people still want to buy their first one, even at that aspirational level in countries outside the United States.</p><p><img src=\"https://static.tigerbbs.com/fb9d01e0bc670fe4c0ab310c87af30f6\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/></p><p>source: SPGI</p><h2>More Profits On the Way</h2><p>The bigger point here is that from the long-term growth outlook and revenue trajectory through 2023 discussed above, Tesla doesn&#39;t need to dominate the sector. There is room for other automakers to grow their EV share, while it all comes at the expense of internal-combustion engines.</p><p>From the 1.3 million cars produced last year, Tesla is still tiny and the bullish case it will eventually converge with numbers closer to Toyota and Volkswagen as one the big players. I don&#39;t want to live in a world where every other car on the road is a Tesla. That&#39;s not going to happen.</p><p>In terms of earnings outlook, the setup here is for 2023 to be sort of a transition year, with the forecast of EPS at $3.97 representing a decline of -2.4% y/y. This is based on the significant near-term spending to launch CyberTruck and ramp up TeslaSemi. Fast forward, those efforts are expected to pay off by 2024 with an EPS forecast of $5.71, accelerating higher by 44% next year.</p><p><img src=\"https://static.tigerbbs.com/fc27ed60715b3b0e614e8d3087ac145b\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>On the side of operating margins, the expectation is that the company continues to benefit from scale and efficiency efforts adding to profitability and free cash flow over the long run. Earnings are forecast to double from the 2022 result by 2027 to an EPS estimate of $8.20, and potentially crack the $10.00 EPS level by 2030.</p><p>While it&#39;s fair to take those figures through the end of the decade with a grain of salt, we believe the company has room to exceed the estimates, particularly through 2024, which will be another breakthrough year for the company, taking another step forward in accelerating total unit production. This view considers a positive macro environment, defined by a &#34;recovery&#34; to global conditions as interest rates stabilize. Easing inflationary cost pressures should also be positive for unit margins.</p><p>Putting it all together with the recent top-line momentum helps explain the stock&#39;s premium valuation trading at 6x 2023 sales and a forward P/E around 50x. There was a case to make that the valuation was stretched at the high in 2021 when the price reached $415, but Tesla today is attractive.</p><p><img src=\"https://static.tigerbbs.com/87573a343d6adea22ade44f277425637\" tg-width=\"635\" tg-height=\"371\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h2>Final Thoughts</h2><p>We rate TSLA as a buy with a price target of $270 representing a 50x multiple on the consensus 2024 EPS. At the current stock price, we&#39;d get into a spot by next year where the stock simply appears cheap with a path for double-digit revenue and earnings momentum. The strong point here is to recognize the growth opportunity for a company that is still &#34;small&#34; relative to global automakers but has everything to eventually rival the largest players as it ramps ups scale and enters new categories.</p><p>From the stock price chart, some consolidation around $200 over the near term can represent a healthy consolidation ahead of the next leg higher. On the downside, $180 is the key level of support we believe the market will hold.</p><p>In terms of risks, it will be important for Tesla to keep delivering on its production and delivery targets. Any setback in the timetable for the launch of new models would add to volatility in the stock. The operating margin will be a key monitoring point over the next few quarters.</p><p><img src=\"https://static.tigerbbs.com/9d7255eb26783b40408365bea50366ae\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: The Selloff Is A Gift To Buy The Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: The Selloff Is A Gift To Buy The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-13 14:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4577590-tesla-the-selloff-is-a-gift-to-buy-the-dip><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We had every intention of publishing a bearish article on Tesla Inc.. With the stock up more than 65% year to date, nearly doubling from its lows, the writing was on the wall for a pullback from ...</p>\n\n<a href=\"https://seekingalpha.com/article/4577590-tesla-the-selloff-is-a-gift-to-buy-the-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4577590-tesla-the-selloff-is-a-gift-to-buy-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2310966764","content_text":"We had every intention of publishing a bearish article on Tesla Inc.. With the stock up more than 65% year to date, nearly doubling from its lows, the writing was on the wall for a pullback from overbought conditions. An expectation here for some renewed volatility related to short-term investor profit-taking or shares hitting technical resistance is completely reasonable.At the same time, we always want our research to age well several months to a year from now. It's not worth getting caught up in the short-term noise, only to miss out on the bigger picture. We can reaffirm a positive view of TSLA with the recent selloff as a new buying opportunity.Data by YChartsThe first point here is that the combination of a solid Q4 earnings report along with impressive trends from China highlights the improved sentiment since the end of December. All this is the context of a broader market rally based on a stronger macro outlook. There are plenty of mixed signals out there, but the biggest development thus far in 2023 has been a recognition that global economic conditions are resilient and far from a deepening recession which is good for business.Tesla will likely continue to sell every vehicle it produces and still faces the challenge of keeping up with demand. Investors can look forward to the launch of CyberTruck later this year along with progress towards ramping up TeslaSemi as two new growth drivers.From there, we believe the consensus estimates for 2023 and beyond may prove to be too low or conservative. The ability of the company to keep beating expectations in what remains an early stage of its full potential can make shares a big winner going forward.Where Will TSLA Be in 2030?One of the interesting aspects of covering Tesla is the breadth of Wall Street estimates which help form an authoritative consensus. You'll be pressed to find another ticker with 33 published revenue estimates for this year, and even 3 forecasting sales into 2030, eight years from now.With a current 2023 forecast for revenue to reach $103 billion this year, up 26% year-over-year, it's fair to assume Tesla will end up close to that. This number will be a function of recent capacity and production trends, sales momentum, and pricing which are good starting points to draw assumptions. We'll take the consensus numbers at face value, but the real insight comes from reasons why the company could over-perform.source: Seeking AlphaThe range of uncertainty widens further along the forecast range for revenue to reach $229 billion by 2027, five years from now, representing an average annual growth rate of 23% over the period. The way Tesla could get there would be through several ongoing initiatives.The launch of new models like the upcoming CyberTruck and Tesla Semi.Expanded tech-based subscription features like premium connectivity and full self-driving (FSD).New \"Gigafactories\" beyond its current four global assembly facilities and separate battery-focused projects to add capacity.A possible entry into rideshares through the \"Robotaxi\" program in development.Growth in solar and energy storage deployments.Opportunities in still under-penetrated emerging markets.Compared to a global production annual run rate that reached 1.8 million vehicles in Q4, Elon Musk has noted a goal of hitting 20 million units by 2030. That aspirational target poses challenges considering the availability of battery materials and the logistical bottlenecks. It's estimated the company would need to complete a gigafactory build every year to approach such a number and in the process nearly overtake the combined vehicle output of both Toyota Motor (TM) and Volkswagen AG (OTCPK:VWAGY).The good news is that the market is not reading too much into that 20 million number evidenced by a consensus for 2030 sales to climb about 4x from the 2022 result of $82 billion, well below the +10x level implied by a 20 million unit run rate.All else equal, just approaching an annual production of around 6 million vehicles in eight years would more than support 4x revenue upside as a ballpark to arrive at the 2030 revenue consensus of $355 billion in sales that year. We think Tesla can easily do that.source: reutersReasonable AssumptionsAll this is in the context of what are very strong tailwinds for the growth of EVs both in the U.S. and globally, incentivized by public policy. One estimate from the International Energy Agency suggests around 60% of new car sales worldwide by 2030 will be EVs, which include plug-in hybrids (PHEVs). From the 16.5 million EVs on the road globally at the end of 2021, that number will expand to 350 million over the same time frame, dependent on the charging infrastructure and evolution of battery technology.Just in the U.S., the current White House goal is for half of the new car sales to be electric, fuel cell, or hybrid by 2030 implying upwards of 7.5 million new EVs that year.Data from the independent Edison Electric Institute suggests that U.S. EV sales could be higher at 8.4 million in 2023 based on announced manufacturer targets as a path to hit that 50% goal. By all accounts, Tesla will be a part of that pie, but it's also important to remember they won't be the only player.Curiously, the group sees Tesla selling 880k light-duty passenger vehicles in the U.S. in 2030, up from 536k U.S. deliveries in 2022 across all models, which represented about 40% of its global total. Here are some implications from that particular forecast:A cumulative unit sales growth in the U.S. of 64% through 2023, or 7% on average per year, a moderating pace compared to an average of 41% increase between 2021 and 2022.The forecast from EEI implies the company will hold a 5% market share of all cars sold in the U.S. or 10% of total EVs, higher if considering only battery-electric-vehicles (BEVs).source: EEIFor context, Tesla ended Q4 2022 with an approximate 58% market share of total EVs sold in the U.S., declining from 72% in 2021 reflecting the commercial production ramp-up from other automakers including startups like Rivian Automotive (RIVN) along with legacy names like Ford Motor (F) effectively all-in on their EV strategy. It's not controversial to expect Tesla's EV share will continue to trend lower, and that's ok. It's not something to lose sleep over. It only becomes a problem if Tesla is unable to find buyers for its vehicles, and there are no indications of that happening.We're sure Elon Musk would take issue with these EEI projections as being too low, but the point here is to say that it ties into the broader consensus revenue outlook for revenues that appear realistic as the larger growth opportunity is outside the U.S.By our estimates, the U.S. passenger vehicle market for Tesla in 2030 could represent around 15% of Tesla's total business, down from under 40% last year. What will play a bigger role in the total revenue number will be new areas of growth like entering the heavy-duty transportation truck market as completely separate from the passenger vehicles group.The \"rideshare\" robotaxi business is another opportunity that has yet to be explored that could potentially be the core of the company over the next several decades. Let's not forget about its energy storage and solar segment that has room to accelerate from here.Going back to those Wall Street revenue estimates, there are some bigger trends at play. Consider the expanding ecosystem that includes the growing charging network and new subscription software features that end up adding to the lifecycle revenue connected to each vehicle sold. Throw in the incremental revenue from warranties, parts, insurance, used car sales, and so on and it becomes clear that the company can double and triple its revenue well before total unit production.Paul Krugman Was Wrong On TeslaThe Nobel Prize-winning economist Paul Krugman penned an editorial in the New York Times back in December covering the crash in Tesla's share price over the past year.The case Krugman made was that Tesla could not be compared to a global tech leader like Microsoft (MSFT) or Apple (AAPL) because the automobile industry was structurally less profitable. Separately, he noted that Tesla lacks the \"network effect\" defined by consumers being brand committed and favoring a product because peers are also users.The comparison has some half-truths. Compared to a piece of software from Microsoft, or even Apple's ecosystem that can immediately be pushed out to millions of users worldwide, Tesla's core products are significantly more capital-intensive. This is reflected by Tesla's lower profit margins over the past year, around half that generated by MSFT and AAPL. Still, keep in mind that Tesla still generated $12.6 billion in net income last year and also $7.6 billion in free cash flow, hardly a bunny.Data by YChartsTesla stands out in its industry, even as a relatively smaller player by total global units, and is structurally more profitable than any other major car market. Its operating margin over the past year at 17% is more than double, the average of a group with names like Volkswagen and Ford. Some of that spread includes the benefit of EV tax credits, but also the \"tech\" side of the business Tesla has a clear advantage.The company largely pioneered the idea of over-the-air upgrades and subscriptions for features like navigation. Those functions are fundamentally very similar to what the software side of Microsoft and Apple where it blurs the line between being an \"industrial manufacturer\" and a tech player.We'd also say that the initiatives on this side of the business are still in the early stages. Tesla's direct-to-consumer retail strategy is also an innovation in the industry that has added to profitability. Paul Krugman did not address these concepts.Data by YChartsIn terms of the network effect, we'll give Apple the crown which likely has more brand loyalty than any other consumer-facing company in the world. There is an entire generation of iPhone users, for example, that have owned a different device and the idea of switching to an \"Android\" alternative is like asking a vegan to chow down on a Tomahawk steak, it's not even up for discussion.On this side of the debate, we'd say Tesla captures something of a middle ground but is still exceptional among automakers. Even with new EV models popping up, the sense is that Tesla remains the \"Classic Coke\" compared to the other store brands.Tesla has in fact built up that network that Krugman believes is lacking. The extensive brand-only charging station network and integration with energy storage, and solar features are still unique that work as an incentive for people to buy a Tesla and stick with it.Placing some real numbers to that statement, data from last year shows that Tesla held the highest brand loyalty at 63% of luxury car buyers. The data is also reflected in other metrics suggesting 70% of Tesla owners dispose of their vehicles and buy or plan to buy another Tesla. What this means is that the brand retains an air of exclusivity where plenty of people still want to buy their first one, even at that aspirational level in countries outside the United States.source: SPGIMore Profits On the WayThe bigger point here is that from the long-term growth outlook and revenue trajectory through 2023 discussed above, Tesla doesn't need to dominate the sector. There is room for other automakers to grow their EV share, while it all comes at the expense of internal-combustion engines.From the 1.3 million cars produced last year, Tesla is still tiny and the bullish case it will eventually converge with numbers closer to Toyota and Volkswagen as one the big players. I don't want to live in a world where every other car on the road is a Tesla. That's not going to happen.In terms of earnings outlook, the setup here is for 2023 to be sort of a transition year, with the forecast of EPS at $3.97 representing a decline of -2.4% y/y. This is based on the significant near-term spending to launch CyberTruck and ramp up TeslaSemi. Fast forward, those efforts are expected to pay off by 2024 with an EPS forecast of $5.71, accelerating higher by 44% next year.Seeking AlphaOn the side of operating margins, the expectation is that the company continues to benefit from scale and efficiency efforts adding to profitability and free cash flow over the long run. Earnings are forecast to double from the 2022 result by 2027 to an EPS estimate of $8.20, and potentially crack the $10.00 EPS level by 2030.While it's fair to take those figures through the end of the decade with a grain of salt, we believe the company has room to exceed the estimates, particularly through 2024, which will be another breakthrough year for the company, taking another step forward in accelerating total unit production. This view considers a positive macro environment, defined by a \"recovery\" to global conditions as interest rates stabilize. Easing inflationary cost pressures should also be positive for unit margins.Putting it all together with the recent top-line momentum helps explain the stock's premium valuation trading at 6x 2023 sales and a forward P/E around 50x. There was a case to make that the valuation was stretched at the high in 2021 when the price reached $415, but Tesla today is attractive.Data by YChartsFinal ThoughtsWe rate TSLA as a buy with a price target of $270 representing a 50x multiple on the consensus 2024 EPS. At the current stock price, we'd get into a spot by next year where the stock simply appears cheap with a path for double-digit revenue and earnings momentum. The strong point here is to recognize the growth opportunity for a company that is still \"small\" relative to global automakers but has everything to eventually rival the largest players as it ramps ups scale and enters new categories.From the stock price chart, some consolidation around $200 over the near term can represent a healthy consolidation ahead of the next leg higher. On the downside, $180 is the key level of support we believe the market will hold.In terms of risks, it will be important for Tesla to keep delivering on its production and delivery targets. Any setback in the timetable for the launch of new models would add to volatility in the stock. The operating margin will be a key monitoring point over the next few quarters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954182596,"gmtCreate":1676096632615,"gmtModify":1676096635874,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954182596","repostId":"1101487091","repostType":4,"repost":{"id":"1101487091","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1676041591,"share":"https://ttm.financial/m/news/1101487091?lang=&edition=fundamental","pubTime":"2023-02-10 23:06","market":"us","language":"en","title":"ChatGPT Stocks Crashed in Morning Trading; SoundHound AI Fell Over 9% While Buzzfeed Fell Over 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1101487091","media":"Tiger Newspress","summary":"ChatGPT stocks crashed in morning trading; SoundHound AI Inc fell over 9% while Buzzfeed fell over 7","content":"<html><head></head><body><p>ChatGPT stocks crashed in morning trading; <a href=\"https://laohu8.com/S/SOUN\">SoundHound AI Inc</a> fell over 9% while <a href=\"https://laohu8.com/S/BZFD\">Buzzfeed</a> fell over 7%.<img src=\"https://static.tigerbbs.com/a74c0d0d2ae105a2cb6dd378f77c5cde\" tg-width=\"263\" tg-height=\"508\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ChatGPT Stocks Crashed in Morning Trading; SoundHound AI Fell Over 9% While Buzzfeed Fell Over 7%</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\">\nChatGPT Stocks Crashed in Morning Trading; SoundHound AI Fell Over 9% While Buzzfeed Fell Over 7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-02-10 23:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>ChatGPT stocks crashed in morning trading; <a href=\"https://laohu8.com/S/SOUN\">SoundHound AI Inc</a> fell over 9% while <a href=\"https://laohu8.com/S/BZFD\">Buzzfeed</a> fell over 7%.<img src=\"https://static.tigerbbs.com/a74c0d0d2ae105a2cb6dd378f77c5cde\" tg-width=\"263\" tg-height=\"508\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOUN":"SoundHound AI Inc","BZFD":"Buzzfeed"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101487091","content_text":"ChatGPT stocks crashed in morning trading; SoundHound AI Inc fell over 9% while Buzzfeed fell over 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9004418009,"gmtCreate":1642656763161,"gmtModify":1676533733022,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"What the author shared is quite true, but he is disregarding the fact that TSLA is so much more... energy storage, neural technology, SpaceX, solar energy, FSD, SAAS and much more... instead of categorizing it as a car manufacturer, unlike Toyota or GM etc.,&nbsp;we should be looking at it as a tech innovator that will help shape the future, and this is wat a traditional manufacturing companies lacks of... they are still burden with their own ICE vehicles which are gonna be obsolete in near future, and cost of transformation is so huge that I think many may&nbsp;not survive.","listText":"What the author shared is quite true, but he is disregarding the fact that TSLA is so much more... energy storage, neural technology, SpaceX, solar energy, FSD, SAAS and much more... instead of categorizing it as a car manufacturer, unlike Toyota or GM etc.,&nbsp;we should be looking at it as a tech innovator that will help shape the future, and this is wat a traditional manufacturing companies lacks of... they are still burden with their own ICE vehicles which are gonna be obsolete in near future, and cost of transformation is so huge that I think many may&nbsp;not survive.","text":"What the author shared is quite true, but he is disregarding the fact that TSLA is so much more... energy storage, neural technology, SpaceX, solar energy, FSD, SAAS and much more... instead of categorizing it as a car manufacturer, unlike Toyota or GM etc., we should be looking at it as a tech innovator that will help shape the future, and this is wat a traditional manufacturing companies lacks of... they are still burden with their own ICE vehicles which are gonna be obsolete in near future, and cost of transformation is so huge that I think many may not survive.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004418009","repostId":"2204056629","repostType":2,"repost":{"id":"2204056629","kind":"highlight","pubTimestamp":1642637895,"share":"https://ttm.financial/m/news/2204056629?lang=&edition=fundamental","pubTime":"2022-01-20 08:18","market":"us","language":"en","title":"Why Tesla Is the One Stock I'd Avoid in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2204056629","media":"Motley Fool","summary":"The stock has been a big winner over the past five years, but expectations are too high for this company going forward.","content":"<html><head></head><body><p><b>Tesla</b>&#39;s (NASDAQ:TSLA) stock performance over the last decade has been nothing short of exceptional. Shares are up almost 23,000% in the last 10 years alone, making it <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the top-performing stocks in the market during that timespan. The company has scaled out its electric vehicle business, sports a market cap north of $1 trillion, and CEO Elon Musk is now the richest man in the world. Everything has come up in favor of Tesla recently. But for owners of the stock, the future does not look nearly as bright.</p><p>Here&#39;s why Tesla is the one stock I&#39;d avoid in 2022.</p><p><img src=\"https://static.tigerbbs.com/0b7755ea2b8be302b03c4454fb738f44\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Growth has been solid</h2><p>Let&#39;s start with what Tesla has done with its business over the last five years. It recently posted record car deliveries of 936,000 in 2021, up from a measly 30,000 in 2017. Revenue has followed suit. Trailing 12-month sales are up 448% in the last five years, as Tesla has scaled its manufacturing business around the globe. What&#39;s more, it has recently started to generate steady profits, putting up $4.45 billion in operating income over the last 12 months.</p><p>The company should do over $50 billion in sales in 2021, and analysts expect revenue to get close to $100 billion in 2023. So why is Tesla stock one to avoid in 2022? <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> reasons: the difficulty of manufacturing and the expectations embedded in the stock.</p><h2>Manufacturing is a difficult business</h2><p>Bending steel is difficult. Building and selling cars is difficult, and it costs a lot of money. Tesla (a car manufacturer) is not immune to these costs, and they will make it difficult for the company to return cash to shareholders over the long term -- which is how you accrue value as an owner of the stock. For example, over the last 12 months, Tesla has spent $7.3 billion on capital expenditures, which is only slightly lower than the $9.9 billion it generated in cash flow from operations.</p><p>These numbers come out to a free cash flow of only $2.6 billion over the past 12 months. At a market cap of $1.05 trillion, that is a price-to-free-cash-flow (P/FCF) over 400. Even worse, Tesla has only generated this &#34;free cash flow&#34; because it has grown its accounts payable and accrued liabilities by $2.7 billion this year. This is money Tesla will have to pay to suppliers and employees eventually, making the $2.6 billion in cash it generated unavailable to return to shareholders.</p><p>You might ask: Won&#39;t capex decrease once Tesla is done expanding its business? This is not likely. <b>Toyota</b> (NYSE:TM), the largest car manufacturer in the world, spent almost $35 billion on capital expenditures over the last 12 months, and it is growing capacity at a much slower rate than Tesla. If Tesla starts delivering more than 10 million vehicles a year (as Toyota did in 2019), it will have a perpetual need for capital investment, which will limit the amount of true free cash flow available to pay out to shareholders.</p><h2>Expectations are much too high</h2><p>Given the difficult nature of an automotive manufacturing business, most of the sector&#39;s stocks trade at dirt-cheap earnings multiples. This will likely be true of Tesla at some point. Let&#39;s look at Toyota again as an example. The company, which did $281 billion in revenue over the past 12 months, generated $28.2 billion in net income. It has a market cap of $289 billion, or right around a price-to-earnings ratio of 10. It is so low because investors in the company understand that it will be difficult for excess cash to be paid out to them relative to its earning power.</p><p>On the other hand, Tesla sports a market cap of $1.056 trillion and has a trailing net income of $3.47 billion. Could Tesla get to $28.2 billion in annual net income someday? Maybe. But as investors, you should understand that with a market cap more than three times the size of Toyota&#39;s, this is <i>already priced into the stock</i>.</p><p>If you own Tesla right now, you should have a thesis on why it will be worth more than $1 trillion in the future, and likely $2 trillion a decade from now if you desire a decent compounded annual return. You might argue that Tesla is setting itself up to do that with autonomous driving, battery technology, and solar panels. However, these are all either small and capital-intensive businesses (solar and batteries) or speculative business plans with no line of sight to becoming commercially viable (autonomous driving). Will these segments help Tesla achieve positive returns over the next decade when it already has a market cap pricing in the dominance of the majority of the automotive sector?</p><p>Tesla&#39;s market cap is much too high relative to the opportunity set in front of it and its current financial profile. For that reason, it is the one stock I&#39;d avoid buying in 2022.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla Is the One Stock I'd Avoid in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla Is the One Stock I'd Avoid in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-20 08:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/19/why-tesla-is-the-one-stock-id-avoid-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's (NASDAQ:TSLA) stock performance over the last decade has been nothing short of exceptional. Shares are up almost 23,000% in the last 10 years alone, making it one of the top-performing stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/19/why-tesla-is-the-one-stock-id-avoid-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","TSLA":"特斯拉","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4555":"新能源车"},"source_url":"https://www.fool.com/investing/2022/01/19/why-tesla-is-the-one-stock-id-avoid-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204056629","content_text":"Tesla's (NASDAQ:TSLA) stock performance over the last decade has been nothing short of exceptional. Shares are up almost 23,000% in the last 10 years alone, making it one of the top-performing stocks in the market during that timespan. The company has scaled out its electric vehicle business, sports a market cap north of $1 trillion, and CEO Elon Musk is now the richest man in the world. Everything has come up in favor of Tesla recently. But for owners of the stock, the future does not look nearly as bright.Here's why Tesla is the one stock I'd avoid in 2022.Image source: Getty Images.Growth has been solidLet's start with what Tesla has done with its business over the last five years. It recently posted record car deliveries of 936,000 in 2021, up from a measly 30,000 in 2017. Revenue has followed suit. Trailing 12-month sales are up 448% in the last five years, as Tesla has scaled its manufacturing business around the globe. What's more, it has recently started to generate steady profits, putting up $4.45 billion in operating income over the last 12 months.The company should do over $50 billion in sales in 2021, and analysts expect revenue to get close to $100 billion in 2023. So why is Tesla stock one to avoid in 2022? Two reasons: the difficulty of manufacturing and the expectations embedded in the stock.Manufacturing is a difficult businessBending steel is difficult. Building and selling cars is difficult, and it costs a lot of money. Tesla (a car manufacturer) is not immune to these costs, and they will make it difficult for the company to return cash to shareholders over the long term -- which is how you accrue value as an owner of the stock. For example, over the last 12 months, Tesla has spent $7.3 billion on capital expenditures, which is only slightly lower than the $9.9 billion it generated in cash flow from operations.These numbers come out to a free cash flow of only $2.6 billion over the past 12 months. At a market cap of $1.05 trillion, that is a price-to-free-cash-flow (P/FCF) over 400. Even worse, Tesla has only generated this \"free cash flow\" because it has grown its accounts payable and accrued liabilities by $2.7 billion this year. This is money Tesla will have to pay to suppliers and employees eventually, making the $2.6 billion in cash it generated unavailable to return to shareholders.You might ask: Won't capex decrease once Tesla is done expanding its business? This is not likely. Toyota (NYSE:TM), the largest car manufacturer in the world, spent almost $35 billion on capital expenditures over the last 12 months, and it is growing capacity at a much slower rate than Tesla. If Tesla starts delivering more than 10 million vehicles a year (as Toyota did in 2019), it will have a perpetual need for capital investment, which will limit the amount of true free cash flow available to pay out to shareholders.Expectations are much too highGiven the difficult nature of an automotive manufacturing business, most of the sector's stocks trade at dirt-cheap earnings multiples. This will likely be true of Tesla at some point. Let's look at Toyota again as an example. The company, which did $281 billion in revenue over the past 12 months, generated $28.2 billion in net income. It has a market cap of $289 billion, or right around a price-to-earnings ratio of 10. It is so low because investors in the company understand that it will be difficult for excess cash to be paid out to them relative to its earning power.On the other hand, Tesla sports a market cap of $1.056 trillion and has a trailing net income of $3.47 billion. Could Tesla get to $28.2 billion in annual net income someday? Maybe. But as investors, you should understand that with a market cap more than three times the size of Toyota's, this is already priced into the stock.If you own Tesla right now, you should have a thesis on why it will be worth more than $1 trillion in the future, and likely $2 trillion a decade from now if you desire a decent compounded annual return. You might argue that Tesla is setting itself up to do that with autonomous driving, battery technology, and solar panels. However, these are all either small and capital-intensive businesses (solar and batteries) or speculative business plans with no line of sight to becoming commercially viable (autonomous driving). Will these segments help Tesla achieve positive returns over the next decade when it already has a market cap pricing in the dominance of the majority of the automotive sector?Tesla's market cap is much too high relative to the opportunity set in front of it and its current financial profile. For that reason, it is the one stock I'd avoid buying in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000600","authorId":"9000000000000600","name":"EmilyMark","avatar":"https://static.tigerbbs.com/3e323dbbc6c94364b37b3a4181851cf0","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000600","authorIdStr":"9000000000000600"},"content":"It's like we won't see $850 or even $800 like pundits claim here 😂 Ready to sell more if the crazyness persists.","text":"It's like we won't see $850 or even $800 like pundits claim here 😂 Ready to sell more if the crazyness persists.","html":"It's like we won't see $850 or even $800 like pundits claim here 😂 Ready to sell more if the crazyness persists."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952916959,"gmtCreate":1674349431071,"gmtModify":1676538937344,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Happy Chinese New year!","listText":"Happy Chinese New year!","text":"Happy Chinese New year!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":31,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9952916959","repostId":"1148061982","repostType":4,"repost":{"id":"1148061982","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1674272043,"share":"https://ttm.financial/m/news/1148061982?lang=&edition=fundamental","pubTime":"2023-01-21 11:34","market":"sg","language":"en","title":"Reminder: Market Holidays During Chinese Lunar New Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1148061982","media":"Tiger Newspress","summary":"Chinese Lunar New Year is around the corner. Please take note of the trading arrangements during the","content":"<html><head></head><body><p>Chinese Lunar New Year is around the corner. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><b>The China A-shares market</b> will be closed from Monday, 23 January 2023 to Friday, 27 January 2023 local time for Chinese Lunar New Year.</p><p><b>The Hong Kong market</b> will be closed from Monday, 23 January 2023 to Wednesday, 25 January 2023 local time for Chinese Lunar New Year.</p><p><b>The Singapore market</b> will be closed from Monday, 23 January 2023 to Tuesday, 24 January 2023 local time for Chinese Lunar New Year.</p><h3>Background</h3><p>Chinese New Year is the festival that celebrates the beginning of a new year on the traditional lunisolar Chinese calendar. In Chinese, the festival is commonly referred to as the Spring Festival as the spring season in the lunisolar calendar traditionally starts with lichun, the first of the twenty-four solar terms which the festival celebrates around the time of the Chinese New Year. Marking the end of winter and the beginning of the spring season, observances traditionally take place from New Year’s Eve.</p><p>The Chinese New Year is associated with several myths and customs. The festival was traditionally a time to honor deities as well as ancestors. Within China, regional customs and traditions concerning the celebration of the New Year vary widely, and the evening preceding the New Year&#39;s Day is frequently regarded as an occasion for Chinese families to gather for the annual reunion dinner.</p><p>It is also a tradition for every family to thoroughly clean their house, in order to sweep away any ill fortune and to make way for incoming good luck. Another custom is the decoration of windows and doors with red paper-cuts and couplets. Other activities include lighting firecrackers and giving money in red paper envelopes.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: Market Holidays During Chinese Lunar New Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: Market Holidays During Chinese Lunar New Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-21 11:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese Lunar New Year is around the corner. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><b>The China A-shares market</b> will be closed from Monday, 23 January 2023 to Friday, 27 January 2023 local time for Chinese Lunar New Year.</p><p><b>The Hong Kong market</b> will be closed from Monday, 23 January 2023 to Wednesday, 25 January 2023 local time for Chinese Lunar New Year.</p><p><b>The Singapore market</b> will be closed from Monday, 23 January 2023 to Tuesday, 24 January 2023 local time for Chinese Lunar New Year.</p><h3>Background</h3><p>Chinese New Year is the festival that celebrates the beginning of a new year on the traditional lunisolar Chinese calendar. In Chinese, the festival is commonly referred to as the Spring Festival as the spring season in the lunisolar calendar traditionally starts with lichun, the first of the twenty-four solar terms which the festival celebrates around the time of the Chinese New Year. Marking the end of winter and the beginning of the spring season, observances traditionally take place from New Year’s Eve.</p><p>The Chinese New Year is associated with several myths and customs. The festival was traditionally a time to honor deities as well as ancestors. Within China, regional customs and traditions concerning the celebration of the New Year vary widely, and the evening preceding the New Year&#39;s Day is frequently regarded as an occasion for Chinese families to gather for the annual reunion dinner.</p><p>It is also a tradition for every family to thoroughly clean their house, in order to sweep away any ill fortune and to make way for incoming good luck. Another custom is the decoration of windows and doors with red paper-cuts and couplets. Other activities include lighting firecrackers and giving money in red paper envelopes.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSTECH":"恒生科技指数","STI.SI":"富时新加坡海峡指数","HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148061982","content_text":"Chinese Lunar New Year is around the corner. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.The China A-shares market will be closed from Monday, 23 January 2023 to Friday, 27 January 2023 local time for Chinese Lunar New Year.The Hong Kong market will be closed from Monday, 23 January 2023 to Wednesday, 25 January 2023 local time for Chinese Lunar New Year.The Singapore market will be closed from Monday, 23 January 2023 to Tuesday, 24 January 2023 local time for Chinese Lunar New Year.BackgroundChinese New Year is the festival that celebrates the beginning of a new year on the traditional lunisolar Chinese calendar. In Chinese, the festival is commonly referred to as the Spring Festival as the spring season in the lunisolar calendar traditionally starts with lichun, the first of the twenty-four solar terms which the festival celebrates around the time of the Chinese New Year. Marking the end of winter and the beginning of the spring season, observances traditionally take place from New Year’s Eve.The Chinese New Year is associated with several myths and customs. The festival was traditionally a time to honor deities as well as ancestors. Within China, regional customs and traditions concerning the celebration of the New Year vary widely, and the evening preceding the New Year's Day is frequently regarded as an occasion for Chinese families to gather for the annual reunion dinner.It is also a tradition for every family to thoroughly clean their house, in order to sweep away any ill fortune and to make way for incoming good luck. Another custom is the decoration of windows and doors with red paper-cuts and couplets. Other activities include lighting firecrackers and giving money in red paper envelopes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958157349,"gmtCreate":1673665329181,"gmtModify":1676538872805,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"RIP king","listText":"RIP king","text":"RIP king","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9958157349","repostId":"1173773008","repostType":4,"repost":{"id":"1173773008","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673837089,"share":"https://ttm.financial/m/news/1173773008?lang=&edition=fundamental","pubTime":"2023-01-16 10:44","market":"us","language":"en","title":"Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1173773008","media":"Tiger Newspress","summary":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take n","content":"<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality. MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023</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\">\nReminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-16 10:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality. MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173773008","content_text":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.BackgroundMartin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK's \"I Have A Dream\" speech that influences peace and equality. MLK's \"I Have A Dream\" speech that influences peace and equality.It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.He was also the youngest person to receive the Noble Peace Prize in 1964.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953386534,"gmtCreate":1673157851028,"gmtModify":1676538793598,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"All&nbsp;da best!","listText":"All&nbsp;da best!","text":"All da best!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9953386534","repostId":"2301475181","repostType":4,"repost":{"id":"2301475181","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1673140820,"share":"https://ttm.financial/m/news/2301475181?lang=&edition=fundamental","pubTime":"2023-01-08 09:20","market":"us","language":"en","title":"Earnings Season Will Test the Market’s Great Start","url":"https://stock-news.laohu8.com/highlight/detail?id=2301475181","media":"Dow Jones","summary":"Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor marke","content":"<html><head></head><body><p>Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor market, a tick-up in participation, and a deceleration in the pace of wage gains.</p><p>It was the kind of release that makes an oft-wished-for soft landing seem almost possible.</p><p>If job growth can continue without fueling a wage-price spiral, then perhaps it won&#39;t take a recession to break the back of inflation, especially as increases in commodities and goods prices continue to reverse. The Federal Reserve could declare victory in its inflation fight and ease off its monetary policy tightening sooner rather than later in 2023, setting off rallies across asset classes.</p><p>So goes the bullish thinking.</p><p>That narrative was on display this past Friday when stock indexes surged to end a choppy holiday-shortened week higher. The S&amp;P 500 finished the week up 1.45%, the Dow Jones Industrial Average added 1.46%, and the Nasdaq Composite ticked up 0.98%.</p><p>If all that sounds familiar, it should. The Fed has stated that it plans to increase interest rates in early 2023, then hold there for some time. Federal-funds futures pricing, however, implies a peak in rates by the spring, then cuts in the back half of 2023. It&#39;s another sign that investors expect the Fed to change its tune. They hope Friday&#39;s jobs report sent the Fed a message -- its job is almost done.</p><p><img src=\"https://static.tigerbbs.com/d8d660bff719b54ee732ddb0da0da2f9\" tg-width=\"955\" tg-height=\"636\" referrerpolicy=\"no-referrer\"/></p><p>One data point, however, won&#39;t be enough to change the Fed&#39;s mind. The market will be looking to December&#39;s consumer price index this coming Thursday as its next macro bogey -- one that will provide additional fodder for the Fed&#39;s next policy meeting in February. The rate of inflation is expected to fall to 6.5% year over year from 7.1% in November.</p><p>But it&#39;s not just about the economic data. This coming Friday brings the start of fourth-quarter earnings season, with some major companies -- JPMorgan Chase (ticker: JPM), Bank of America (BAC), UnitedHealth Group (UNH), and Delta Air Lines (DAL) among them -- kicking off the festivities. The vast majority of the S&amp;P 500 will report over the following month and a half.</p><p>Few are expecting a good fourth quarter. In aggregate, S&amp;P 500 companies are expected to report their first losing quarter since 2020. Earnings per share are forecast to decline by 2.2% year over year, to $53.87, after roughly 4.4% growth in the third quarter and 8.4% in the second quarter, per IBES data from Refinitiv. The consensus fourth-quarter outlook became much gloomier as 2022 proceeded -- at the start of last year, analysts had penciled in 14.1% year-over-year earnings growth for the period.</p><p>Analysts&#39; current estimate would bring 2022 S&amp;P 500 EPS to $219.80, which would be up 5.6% for the year. It&#39;s likely to end up a bit better than that, as most companies tend to beat consensus estimates. Revenue, though, is forecast to rise 4.1% year over year in the fourth quarter, to $3.7 trillion, and 11.2% for all of 2022, to $13.8 trillion. The fact that sales are rising but earnings are falling is a sign that corporate profit margins appear to have peaked for this cycle.</p><p>The earnings slump won&#39;t hit all companies equally. The energy and industrial sectors are expected to be outliers, delivering EPS growth of 65% and 43%, respectively, from a year earlier. Those are among the cyclically sensitive companies that suffered the most during the Covid-19 recession and are still enjoying the rebound.</p><p>On the opposite end of the spectrum are materials, where earnings are forecast to drop by 22% as prices of many industrial inputs have returned to earth; communication services, down 21% due to an expected drop in advertising spending and continued streaming losses at many media companies; and consumer discretionary, down 15% on potentially weaker spending in 2023. Tech, which makes up close to a quarter of the S&amp;P 500&#39;s EPS, is expected to show a 9% decline in earnings in the fourth quarter as wage costs balloon at many software companies, enterprise demand slows, and semiconductors remain in a downturn. Expectations are so low that the fourth-quarter results could be strong relative to forecasts.</p><p>But those beats might not matter if companies can&#39;t provide at least a decent outlook for 2023.</p><p>The bottom-up consensus -- gleaned by summing the average earnings estimates from all individual stock and sector analysts for each of the companies in the S&amp;P 500 -- is for EPS to grow by 4.4% to $229.52 in 2023, according to Refinitiv, up from about $220 in 2022. Conversely, the top-down view of Wall Street strategists surveyed by Barron&#39;s in December calls for a 2.7% decline in S&amp;P 500 profits in 2023 to an average of $214 per share.</p><p>The difference is in the profit margins. Strategists see them getting squeezed by rising wages and higher interest costs, even as the prices they charge customers moderate. That&#39;s largely in line with the Fed&#39;s view that some elements of inflation are sticky and will take time -- and economic pain -- to bring down. If that scenario plays out, the shift lower in earnings expectations would make the market appear pricier even as the Fed continues to increase interest rates.</p><p>Needless to say, that&#39;s not a winning combination for stocks -- no matter what the jobs report said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings Season Will Test the Market’s Great Start</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\">\nEarnings Season Will Test the Market’s Great Start\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-08 09:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor market, a tick-up in participation, and a deceleration in the pace of wage gains.</p><p>It was the kind of release that makes an oft-wished-for soft landing seem almost possible.</p><p>If job growth can continue without fueling a wage-price spiral, then perhaps it won&#39;t take a recession to break the back of inflation, especially as increases in commodities and goods prices continue to reverse. The Federal Reserve could declare victory in its inflation fight and ease off its monetary policy tightening sooner rather than later in 2023, setting off rallies across asset classes.</p><p>So goes the bullish thinking.</p><p>That narrative was on display this past Friday when stock indexes surged to end a choppy holiday-shortened week higher. The S&amp;P 500 finished the week up 1.45%, the Dow Jones Industrial Average added 1.46%, and the Nasdaq Composite ticked up 0.98%.</p><p>If all that sounds familiar, it should. The Fed has stated that it plans to increase interest rates in early 2023, then hold there for some time. Federal-funds futures pricing, however, implies a peak in rates by the spring, then cuts in the back half of 2023. It&#39;s another sign that investors expect the Fed to change its tune. They hope Friday&#39;s jobs report sent the Fed a message -- its job is almost done.</p><p><img src=\"https://static.tigerbbs.com/d8d660bff719b54ee732ddb0da0da2f9\" tg-width=\"955\" tg-height=\"636\" referrerpolicy=\"no-referrer\"/></p><p>One data point, however, won&#39;t be enough to change the Fed&#39;s mind. The market will be looking to December&#39;s consumer price index this coming Thursday as its next macro bogey -- one that will provide additional fodder for the Fed&#39;s next policy meeting in February. The rate of inflation is expected to fall to 6.5% year over year from 7.1% in November.</p><p>But it&#39;s not just about the economic data. This coming Friday brings the start of fourth-quarter earnings season, with some major companies -- JPMorgan Chase (ticker: JPM), Bank of America (BAC), UnitedHealth Group (UNH), and Delta Air Lines (DAL) among them -- kicking off the festivities. The vast majority of the S&amp;P 500 will report over the following month and a half.</p><p>Few are expecting a good fourth quarter. In aggregate, S&amp;P 500 companies are expected to report their first losing quarter since 2020. Earnings per share are forecast to decline by 2.2% year over year, to $53.87, after roughly 4.4% growth in the third quarter and 8.4% in the second quarter, per IBES data from Refinitiv. The consensus fourth-quarter outlook became much gloomier as 2022 proceeded -- at the start of last year, analysts had penciled in 14.1% year-over-year earnings growth for the period.</p><p>Analysts&#39; current estimate would bring 2022 S&amp;P 500 EPS to $219.80, which would be up 5.6% for the year. It&#39;s likely to end up a bit better than that, as most companies tend to beat consensus estimates. Revenue, though, is forecast to rise 4.1% year over year in the fourth quarter, to $3.7 trillion, and 11.2% for all of 2022, to $13.8 trillion. The fact that sales are rising but earnings are falling is a sign that corporate profit margins appear to have peaked for this cycle.</p><p>The earnings slump won&#39;t hit all companies equally. The energy and industrial sectors are expected to be outliers, delivering EPS growth of 65% and 43%, respectively, from a year earlier. Those are among the cyclically sensitive companies that suffered the most during the Covid-19 recession and are still enjoying the rebound.</p><p>On the opposite end of the spectrum are materials, where earnings are forecast to drop by 22% as prices of many industrial inputs have returned to earth; communication services, down 21% due to an expected drop in advertising spending and continued streaming losses at many media companies; and consumer discretionary, down 15% on potentially weaker spending in 2023. Tech, which makes up close to a quarter of the S&amp;P 500&#39;s EPS, is expected to show a 9% decline in earnings in the fourth quarter as wage costs balloon at many software companies, enterprise demand slows, and semiconductors remain in a downturn. Expectations are so low that the fourth-quarter results could be strong relative to forecasts.</p><p>But those beats might not matter if companies can&#39;t provide at least a decent outlook for 2023.</p><p>The bottom-up consensus -- gleaned by summing the average earnings estimates from all individual stock and sector analysts for each of the companies in the S&amp;P 500 -- is for EPS to grow by 4.4% to $229.52 in 2023, according to Refinitiv, up from about $220 in 2022. Conversely, the top-down view of Wall Street strategists surveyed by Barron&#39;s in December calls for a 2.7% decline in S&amp;P 500 profits in 2023 to an average of $214 per share.</p><p>The difference is in the profit margins. Strategists see them getting squeezed by rising wages and higher interest costs, even as the prices they charge customers moderate. That&#39;s largely in line with the Fed&#39;s view that some elements of inflation are sticky and will take time -- and economic pain -- to bring down. If that scenario plays out, the shift lower in earnings expectations would make the market appear pricier even as the Fed continues to increase interest rates.</p><p>Needless to say, that&#39;s not a winning combination for stocks -- no matter what the jobs report said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通",".IXIC":"NASDAQ Composite","DAL":"达美航空",".SPX":"S&P 500 Index","BAC":"美国银行","UNH":"联合健康",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301475181","content_text":"Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor market, a tick-up in participation, and a deceleration in the pace of wage gains.It was the kind of release that makes an oft-wished-for soft landing seem almost possible.If job growth can continue without fueling a wage-price spiral, then perhaps it won't take a recession to break the back of inflation, especially as increases in commodities and goods prices continue to reverse. The Federal Reserve could declare victory in its inflation fight and ease off its monetary policy tightening sooner rather than later in 2023, setting off rallies across asset classes.So goes the bullish thinking.That narrative was on display this past Friday when stock indexes surged to end a choppy holiday-shortened week higher. The S&P 500 finished the week up 1.45%, the Dow Jones Industrial Average added 1.46%, and the Nasdaq Composite ticked up 0.98%.If all that sounds familiar, it should. The Fed has stated that it plans to increase interest rates in early 2023, then hold there for some time. Federal-funds futures pricing, however, implies a peak in rates by the spring, then cuts in the back half of 2023. It's another sign that investors expect the Fed to change its tune. They hope Friday's jobs report sent the Fed a message -- its job is almost done.One data point, however, won't be enough to change the Fed's mind. The market will be looking to December's consumer price index this coming Thursday as its next macro bogey -- one that will provide additional fodder for the Fed's next policy meeting in February. The rate of inflation is expected to fall to 6.5% year over year from 7.1% in November.But it's not just about the economic data. This coming Friday brings the start of fourth-quarter earnings season, with some major companies -- JPMorgan Chase (ticker: JPM), Bank of America (BAC), UnitedHealth Group (UNH), and Delta Air Lines (DAL) among them -- kicking off the festivities. The vast majority of the S&P 500 will report over the following month and a half.Few are expecting a good fourth quarter. In aggregate, S&P 500 companies are expected to report their first losing quarter since 2020. Earnings per share are forecast to decline by 2.2% year over year, to $53.87, after roughly 4.4% growth in the third quarter and 8.4% in the second quarter, per IBES data from Refinitiv. The consensus fourth-quarter outlook became much gloomier as 2022 proceeded -- at the start of last year, analysts had penciled in 14.1% year-over-year earnings growth for the period.Analysts' current estimate would bring 2022 S&P 500 EPS to $219.80, which would be up 5.6% for the year. It's likely to end up a bit better than that, as most companies tend to beat consensus estimates. Revenue, though, is forecast to rise 4.1% year over year in the fourth quarter, to $3.7 trillion, and 11.2% for all of 2022, to $13.8 trillion. The fact that sales are rising but earnings are falling is a sign that corporate profit margins appear to have peaked for this cycle.The earnings slump won't hit all companies equally. The energy and industrial sectors are expected to be outliers, delivering EPS growth of 65% and 43%, respectively, from a year earlier. Those are among the cyclically sensitive companies that suffered the most during the Covid-19 recession and are still enjoying the rebound.On the opposite end of the spectrum are materials, where earnings are forecast to drop by 22% as prices of many industrial inputs have returned to earth; communication services, down 21% due to an expected drop in advertising spending and continued streaming losses at many media companies; and consumer discretionary, down 15% on potentially weaker spending in 2023. Tech, which makes up close to a quarter of the S&P 500's EPS, is expected to show a 9% decline in earnings in the fourth quarter as wage costs balloon at many software companies, enterprise demand slows, and semiconductors remain in a downturn. Expectations are so low that the fourth-quarter results could be strong relative to forecasts.But those beats might not matter if companies can't provide at least a decent outlook for 2023.The bottom-up consensus -- gleaned by summing the average earnings estimates from all individual stock and sector analysts for each of the companies in the S&P 500 -- is for EPS to grow by 4.4% to $229.52 in 2023, according to Refinitiv, up from about $220 in 2022. Conversely, the top-down view of Wall Street strategists surveyed by Barron's in December calls for a 2.7% decline in S&P 500 profits in 2023 to an average of $214 per share.The difference is in the profit margins. Strategists see them getting squeezed by rising wages and higher interest costs, even as the prices they charge customers moderate. That's largely in line with the Fed's view that some elements of inflation are sticky and will take time -- and economic pain -- to bring down. If that scenario plays out, the shift lower in earnings expectations would make the market appear pricier even as the Fed continues to increase interest rates.Needless to say, that's not a winning combination for stocks -- no matter what the jobs report said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4134792385089272","authorId":"4134792385089272","name":"forex2023","avatar":"https://community-static.tradeup.com/news/2f1c87ac56d82396e68232755ae67bd2","crmLevel":5,"crmLevelSwitch":1,"idStr":"4134792385089272","authorIdStr":"4134792385089272"},"content":"May the market in your favor.","text":"May the market in your favor.","html":"May the market in your favor."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989310437,"gmtCreate":1665902799529,"gmtModify":1676537677978,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Another good quarter I hope","listText":"Another good quarter I hope","text":"Another good quarter I hope","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9989310437","repostId":"2275956132","repostType":4,"repost":{"id":"2275956132","kind":"highlight","pubTimestamp":1665880140,"share":"https://ttm.financial/m/news/2275956132?lang=&edition=fundamental","pubTime":"2022-10-16 08:29","market":"us","language":"en","title":"Tesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?","url":"https://stock-news.laohu8.com/highlight/detail?id=2275956132","media":"MarketWatch","summary":"Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?","content":"<html><head></head><body><p>Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01e54dbc03597e8afcf8969752bb25b4\" tg-width=\"700\" tg-height=\"438\" width=\"100%\" height=\"auto\"/><span>Tesla is due to report results for its third quarter on Oct. 19. TESLA</span></p><p>Tesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?</p><p>The electric-car company posts production and delivery numbers ahead of its formal earnings report, giving investors weeks to extrapolate trends based on limited information. This time, debate has focused on the short bit of commentary that Tesla provided as it posted 343,830 deliveries for the third quarter, below the 371,000 that analysts tracked by FactSet had been expecting, and also below the 365,923 vehicles that the company said it produced in the period.</p><p>Tesla explained in a press release that delivery volumes have been heavily weighted to the end of quarters “due to regional batch building of cars,” but that as production volumes have increased, it’s become “increasingly challenging to secure vehicle transportation capacity and at a reasonable cost during these peak logistics weeks.” The company has moved to “a more even regional mix of vehicle builds each week, which led to an increase in cars in transit at the end of the quarter.”</p><p>Tesla’s stock fell 8.6% in the first trading session after the deliveries were announced.</p><p>While Tesla seemed to peg its problems to delivery logistics, some analysts weren’t sure that was the only challenge facing the Elon Musk-led company these days.</p><p>“A top concern right now is demand in China as wait times seem to be shrinking,” wrote RBC Capital Markets analyst Joseph Spak. The question is whether the wait-time issue is a “blip” or indicative of “a bigger change among consumers.”</p><p>Spak added that there is “some overall concern about demand (not just China)” headed into Tesla’s report.</p><p>Guggenheim’s Ali Faghri also wrote of potential demand issues in China, even though he thought the U.S. outlook remained strong.</p><p>“Our conclusion is that the sharp moderation in China wait times is at least partially attributable to weaker demand amid increasing competition from lower priced domestic OEMs [original equipment manufacturers],” he said in a note to clients.</p><p>“While wait times in the U.S. and Europe remain healthy, we see potential similarities between Europe and China (macro pressures, increasing competition, ramping supply),” he continued. “Overall, we see risk that TSLA is reaching demand saturation in its most important market globally (China, with tail risk in Europe).”</p><p>Such a dynamic could weigh on the company’s ability to hit its delivery goals and “potentially pressure the stock’s premium valuation as the story shifts from supply-constrained (high multiple) to demand-constrained (lower multiple),” Faghri added.</p><p>Wells Fargo analyst Colin Langan highlighted a number of puts and takes in thinking about broader demand for Tesla vehicles heading into next year.</p><p>“While IRA [the Inflation Recovery Act] will help in 2023, the economy and interest rates likely will not, particularly in Europe where an energy crisis looms,” he wrote. “If consumers are watching costs, a $60K vehicle purchase could get deferred.”</p><p>UBS analyst Patrick Hummel also chimed in that “[t]he debate about EVs has shifted to the demand side, after delivery times have come down significantly,” but he saw opportunity for Tesla in that dynamic.</p><p>“We think Tesla is best positioned to use pricing as the tool to fill its factories,” he wrote, noting that price reductions could help Tesla gain share over electric-vehicle companies and further compete against sellers of gas-powered cars.</p><p>Tesla is due to post its third-quarter results Oct. 19 after the closing bell.</p><h2>What to expect</h2><p><b>Revenue:</b> Analysts expect Tesla to report $22.14 billion in revenue, up from $13.76 billion a year prior.</p><p>According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average estimate calls for $22.63 billion in revenue.</p><p><b>Earnings:</b> The FactSet consensus calls for $1.01 a share in September-quarter adjusted earnings, up from 62 cents a share in the year-prior quarter. Those polled by Estimize are looking for $1.13 in adjusted earnings per share on average.</p><p><b>Stock movement:</b> Tesla shares have gained following three of the company’s last five earnings reports. They logged a 9.8% rally in the session following the company’s most recent report.</p><p>Tesla’s stock is off 37% so far this year, as the S&amp;P 500 has fallen 23%.</p><p>Of the 42 analysts tracked by FactSet who cover Tesla’s stock, 27 have buy ratings, 11 have hold ratings, and four have sell ratings, with an average price target of $305.58.</p><h2>What else to watch for</h2><p>Production-related commentary will be worth monitoring given all the moving parts at Tesla.</p><p>“While management cited logistics issues that slowed end-of-quarter deliveries, we think this reflects the challenges ramping up production at its two new factories as well as restarting the Shanghai plant after the COVID-19 lockdowns during the second quarter,” wrote Morningstar analyst Seth Goldstein, though he saw “no long-term issues that would affect production.”</p><p>Oppenheimer’s Colin Rusch was similarly interested in a capacity rundown.</p><p>“We are expecting a substantial update on rate of TSLA’s capacity ramp in incremental capacity in Shanghai along with its Berlin and Austin facilities on the company’s earnings call,” he wrote. “With production underway in Berlin and Austin, we expect investors to be focused on the pace of ramp in the face of supply chain headwinds.”</p><p>As always, investors will be watching for any forward-looking commentary around deliveries or demand trends more generally.</p><p>“We believe TSLA will come out and reiterate their goal of around 50% growth,” RBC’s Spak wrote. “However, we do see some potential risk to 4Q22 deliveries in the U.S. as a subset of consumers may choose to delay delivery until 2023 to take advantage of IRA EV tax credits,” referring to electric vehicle credits from the Inflation Recovery Act.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-16 08:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275956132","content_text":"Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?The electric-car company posts production and delivery numbers ahead of its formal earnings report, giving investors weeks to extrapolate trends based on limited information. This time, debate has focused on the short bit of commentary that Tesla provided as it posted 343,830 deliveries for the third quarter, below the 371,000 that analysts tracked by FactSet had been expecting, and also below the 365,923 vehicles that the company said it produced in the period.Tesla explained in a press release that delivery volumes have been heavily weighted to the end of quarters “due to regional batch building of cars,” but that as production volumes have increased, it’s become “increasingly challenging to secure vehicle transportation capacity and at a reasonable cost during these peak logistics weeks.” The company has moved to “a more even regional mix of vehicle builds each week, which led to an increase in cars in transit at the end of the quarter.”Tesla’s stock fell 8.6% in the first trading session after the deliveries were announced.While Tesla seemed to peg its problems to delivery logistics, some analysts weren’t sure that was the only challenge facing the Elon Musk-led company these days.“A top concern right now is demand in China as wait times seem to be shrinking,” wrote RBC Capital Markets analyst Joseph Spak. The question is whether the wait-time issue is a “blip” or indicative of “a bigger change among consumers.”Spak added that there is “some overall concern about demand (not just China)” headed into Tesla’s report.Guggenheim’s Ali Faghri also wrote of potential demand issues in China, even though he thought the U.S. outlook remained strong.“Our conclusion is that the sharp moderation in China wait times is at least partially attributable to weaker demand amid increasing competition from lower priced domestic OEMs [original equipment manufacturers],” he said in a note to clients.“While wait times in the U.S. and Europe remain healthy, we see potential similarities between Europe and China (macro pressures, increasing competition, ramping supply),” he continued. “Overall, we see risk that TSLA is reaching demand saturation in its most important market globally (China, with tail risk in Europe).”Such a dynamic could weigh on the company’s ability to hit its delivery goals and “potentially pressure the stock’s premium valuation as the story shifts from supply-constrained (high multiple) to demand-constrained (lower multiple),” Faghri added.Wells Fargo analyst Colin Langan highlighted a number of puts and takes in thinking about broader demand for Tesla vehicles heading into next year.“While IRA [the Inflation Recovery Act] will help in 2023, the economy and interest rates likely will not, particularly in Europe where an energy crisis looms,” he wrote. “If consumers are watching costs, a $60K vehicle purchase could get deferred.”UBS analyst Patrick Hummel also chimed in that “[t]he debate about EVs has shifted to the demand side, after delivery times have come down significantly,” but he saw opportunity for Tesla in that dynamic.“We think Tesla is best positioned to use pricing as the tool to fill its factories,” he wrote, noting that price reductions could help Tesla gain share over electric-vehicle companies and further compete against sellers of gas-powered cars.Tesla is due to post its third-quarter results Oct. 19 after the closing bell.What to expectRevenue: Analysts expect Tesla to report $22.14 billion in revenue, up from $13.76 billion a year prior.According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average estimate calls for $22.63 billion in revenue.Earnings: The FactSet consensus calls for $1.01 a share in September-quarter adjusted earnings, up from 62 cents a share in the year-prior quarter. Those polled by Estimize are looking for $1.13 in adjusted earnings per share on average.Stock movement: Tesla shares have gained following three of the company’s last five earnings reports. They logged a 9.8% rally in the session following the company’s most recent report.Tesla’s stock is off 37% so far this year, as the S&P 500 has fallen 23%.Of the 42 analysts tracked by FactSet who cover Tesla’s stock, 27 have buy ratings, 11 have hold ratings, and four have sell ratings, with an average price target of $305.58.What else to watch forProduction-related commentary will be worth monitoring given all the moving parts at Tesla.“While management cited logistics issues that slowed end-of-quarter deliveries, we think this reflects the challenges ramping up production at its two new factories as well as restarting the Shanghai plant after the COVID-19 lockdowns during the second quarter,” wrote Morningstar analyst Seth Goldstein, though he saw “no long-term issues that would affect production.”Oppenheimer’s Colin Rusch was similarly interested in a capacity rundown.“We are expecting a substantial update on rate of TSLA’s capacity ramp in incremental capacity in Shanghai along with its Berlin and Austin facilities on the company’s earnings call,” he wrote. “With production underway in Berlin and Austin, we expect investors to be focused on the pace of ramp in the face of supply chain headwinds.”As always, investors will be watching for any forward-looking commentary around deliveries or demand trends more generally.“We believe TSLA will come out and reiterate their goal of around 50% growth,” RBC’s Spak wrote. “However, we do see some potential risk to 4Q22 deliveries in the U.S. as a subset of consumers may choose to delay delivery until 2023 to take advantage of IRA EV tax credits,” referring to electric vehicle credits from the Inflation Recovery Act.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917576738,"gmtCreate":1665550120224,"gmtModify":1676537626009,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"sob sob","listText":"sob sob","text":"sob sob","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9917576738","repostId":"2274059975","repostType":4,"repost":{"id":"2274059975","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1665528985,"share":"https://ttm.financial/m/news/2274059975?lang=&edition=fundamental","pubTime":"2022-10-12 06:56","market":"us","language":"en","title":"US STOCKS-S&P 500, Nasdaq End Lower; BoE Comments Add to Market Jitters Late","url":"https://stock-news.laohu8.com/highlight/detail?id=2274059975","media":"Reuters","summary":"* Amgen jumps on report of Morgan Stanley upgrade* IMF expects U.S. growth this year to be a meager ","content":"<html><head></head><body><p>* Amgen jumps on report of Morgan Stanley upgrade</p><p>* IMF expects U.S. growth this year to be a meager 1.6%</p><p>* Indexes: Dow up 0.1%, S&amp;P 500 down 0.7%, Nasdaq down 1.1%</p><p>NEW YORK, Oct 11 (Reuters) - The S&amp;P 500 and Nasdaq ended lower on Tuesday, with indications from the Bank of England that it would support the country&#39;s bond market for just three more days adding to market jitters late in the session.</p><p>Trading was volatile, with investors cautious ahead of key U.S. inflation data and the start of third-quarter earnings later this week.</p><p>The Dow ended higher, helped by Amgen Inc shares, which jumped 5.7% after a report that Morgan Stanley upgraded the drugmaker&#39;s stock to &#34;overweight&#34; from &#34;equal weight.&#34;</p><p>All three major indexes fell in afternoon trading after Bank of England Governor Andrew Bailey told pension fund managers to finish rebalancing their positions by Friday when the British central bank is due to end its emergency support program for the country&#39;s bond market.</p><p>&#34;What caused the latest downturn was an announcement the Bank of England was going to stop supporting the gilt (UK bonds) market in three days,&#34; said Randy Frederick, managing director, trading and derivatives at Charles Schwab in Austin.</p><p>Earlier on Tuesday, the Pensions and Lifetime Savings Association urged the BoE to extend the bond-buying programme until Oct. 31 &#34;and possibly beyond.&#34;</p><p>Growth and technology stocks underperformed as U.S. Treasury yields rose amid concern that U.S. inflation data this week will not stop the Fed&#39;s rapid hiking of interest rates. The S&amp;P technology sector was down 1.5%.</p><p>The producer price index report is due Wednesday and consumer price index data is due Thursday.</p><p>The Dow Jones Industrial Average rose 36.31 points, or 0.12%, to 29,239.19, the S&amp;P 500 lost 23.55 points, or 0.65%, to 3,588.84 and the Nasdaq Composite dropped 115.91 points, or 1.1%, to 10,426.19.</p><p>The Fed has been aggressively raising rates to curb inflation and is expected to continue with more increases into next year.</p><p>Stocks have been hit in recent weeks by worries about how aggressive the Fed may still need to be with hiking rates and the potential impact on the economy.</p><p>The S&amp;P banks index was down 2.6% ahead of quarterly results from some major banks later this week. The reports are expected to kick off the third quarter reporting period for S&amp;P 500 companies.</p><p>Adding to recent fears about the economy, the International Monetary Fund predicted a meager 1.6% growth in the U.S. economy this year.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.51-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted one new 52-week high and 104 new lows; the Nasdaq Composite recorded 33 new highs and 590 new lows.</p><p>Volume on U.S. exchanges was 11.65 billion shares, compared with the 11.73 billion average for the full session over the last 20 trading days.</p><p><img src=\"https://static.tigerbbs.com/c28602cc6e9d240d16ef10c2c14c62f0\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P 500, Nasdaq End Lower; BoE Comments Add to Market Jitters Late</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\">\nUS STOCKS-S&P 500, Nasdaq End Lower; BoE Comments Add to Market Jitters Late\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-10-12 06:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Amgen jumps on report of Morgan Stanley upgrade</p><p>* IMF expects U.S. growth this year to be a meager 1.6%</p><p>* Indexes: Dow up 0.1%, S&amp;P 500 down 0.7%, Nasdaq down 1.1%</p><p>NEW YORK, Oct 11 (Reuters) - The S&amp;P 500 and Nasdaq ended lower on Tuesday, with indications from the Bank of England that it would support the country&#39;s bond market for just three more days adding to market jitters late in the session.</p><p>Trading was volatile, with investors cautious ahead of key U.S. inflation data and the start of third-quarter earnings later this week.</p><p>The Dow ended higher, helped by Amgen Inc shares, which jumped 5.7% after a report that Morgan Stanley upgraded the drugmaker&#39;s stock to &#34;overweight&#34; from &#34;equal weight.&#34;</p><p>All three major indexes fell in afternoon trading after Bank of England Governor Andrew Bailey told pension fund managers to finish rebalancing their positions by Friday when the British central bank is due to end its emergency support program for the country&#39;s bond market.</p><p>&#34;What caused the latest downturn was an announcement the Bank of England was going to stop supporting the gilt (UK bonds) market in three days,&#34; said Randy Frederick, managing director, trading and derivatives at Charles Schwab in Austin.</p><p>Earlier on Tuesday, the Pensions and Lifetime Savings Association urged the BoE to extend the bond-buying programme until Oct. 31 &#34;and possibly beyond.&#34;</p><p>Growth and technology stocks underperformed as U.S. Treasury yields rose amid concern that U.S. inflation data this week will not stop the Fed&#39;s rapid hiking of interest rates. The S&amp;P technology sector was down 1.5%.</p><p>The producer price index report is due Wednesday and consumer price index data is due Thursday.</p><p>The Dow Jones Industrial Average rose 36.31 points, or 0.12%, to 29,239.19, the S&amp;P 500 lost 23.55 points, or 0.65%, to 3,588.84 and the Nasdaq Composite dropped 115.91 points, or 1.1%, to 10,426.19.</p><p>The Fed has been aggressively raising rates to curb inflation and is expected to continue with more increases into next year.</p><p>Stocks have been hit in recent weeks by worries about how aggressive the Fed may still need to be with hiking rates and the potential impact on the economy.</p><p>The S&amp;P banks index was down 2.6% ahead of quarterly results from some major banks later this week. The reports are expected to kick off the third quarter reporting period for S&amp;P 500 companies.</p><p>Adding to recent fears about the economy, the International Monetary Fund predicted a meager 1.6% growth in the U.S. economy this year.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.51-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted one new 52-week high and 104 new lows; the Nasdaq Composite recorded 33 new highs and 590 new lows.</p><p>Volume on U.S. exchanges was 11.65 billion shares, compared with the 11.73 billion average for the full session over the last 20 trading days.</p><p><img src=\"https://static.tigerbbs.com/c28602cc6e9d240d16ef10c2c14c62f0\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274059975","content_text":"* Amgen jumps on report of Morgan Stanley upgrade* IMF expects U.S. growth this year to be a meager 1.6%* Indexes: Dow up 0.1%, S&P 500 down 0.7%, Nasdaq down 1.1%NEW YORK, Oct 11 (Reuters) - The S&P 500 and Nasdaq ended lower on Tuesday, with indications from the Bank of England that it would support the country's bond market for just three more days adding to market jitters late in the session.Trading was volatile, with investors cautious ahead of key U.S. inflation data and the start of third-quarter earnings later this week.The Dow ended higher, helped by Amgen Inc shares, which jumped 5.7% after a report that Morgan Stanley upgraded the drugmaker's stock to \"overweight\" from \"equal weight.\"All three major indexes fell in afternoon trading after Bank of England Governor Andrew Bailey told pension fund managers to finish rebalancing their positions by Friday when the British central bank is due to end its emergency support program for the country's bond market.\"What caused the latest downturn was an announcement the Bank of England was going to stop supporting the gilt (UK bonds) market in three days,\" said Randy Frederick, managing director, trading and derivatives at Charles Schwab in Austin.Earlier on Tuesday, the Pensions and Lifetime Savings Association urged the BoE to extend the bond-buying programme until Oct. 31 \"and possibly beyond.\"Growth and technology stocks underperformed as U.S. Treasury yields rose amid concern that U.S. inflation data this week will not stop the Fed's rapid hiking of interest rates. The S&P technology sector was down 1.5%.The producer price index report is due Wednesday and consumer price index data is due Thursday.The Dow Jones Industrial Average rose 36.31 points, or 0.12%, to 29,239.19, the S&P 500 lost 23.55 points, or 0.65%, to 3,588.84 and the Nasdaq Composite dropped 115.91 points, or 1.1%, to 10,426.19.The Fed has been aggressively raising rates to curb inflation and is expected to continue with more increases into next year.Stocks have been hit in recent weeks by worries about how aggressive the Fed may still need to be with hiking rates and the potential impact on the economy.The S&P banks index was down 2.6% ahead of quarterly results from some major banks later this week. The reports are expected to kick off the third quarter reporting period for S&P 500 companies.Adding to recent fears about the economy, the International Monetary Fund predicted a meager 1.6% growth in the U.S. economy this year.Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.51-to-1 ratio favored decliners.The S&P 500 posted one new 52-week high and 104 new lows; the Nasdaq Composite recorded 33 new highs and 590 new lows.Volume on U.S. exchanges was 11.65 billion shares, compared with the 11.73 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969551724,"gmtCreate":1668478530668,"gmtModify":1676538063010,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Tank I will get more&nbsp;[Happy]&nbsp;","listText":"Tank I will get more&nbsp;[Happy]&nbsp;","text":"Tank I will get more [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9969551724","repostId":"1131632356","repostType":4,"repost":{"id":"1131632356","kind":"news","pubTimestamp":1668478135,"share":"https://ttm.financial/m/news/1131632356?lang=&edition=fundamental","pubTime":"2022-11-15 10:08","market":"us","language":"en","title":"Will Elon Musk Tank Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1131632356","media":"InvestorPlace","summary":"Elon Musk taking over Twitter hasn’t gone well for Tesla  stock.The company that made him a billiona","content":"<html><head></head><body><ul><li>Elon Musk taking over Twitter hasn’t gone well for <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> stock.</li><li>The company that made him a billionaire is tanking hard.</li><li>As shares fall, experts wonder if the electric vehicle (EV) leader can recover.</li></ul><p>Since Elon Musk finalized his acquisition of Twitter, operations at the social media platform have spiraled out of control. After implementing large-scale layoffs, he has had to walk some back all while dealing with advertisers taking their business elsewhere. More recently, he floated the possibility of a Twitter bankruptcy, sending more negative shockwaves down Wall Street.</p><p>While the social media company is now private, Tesla (NASDAQ:TSLA) is not and while its CEO is otherwise occupied, it has been trending downward. Andy Wu of the Harvard Business School recently speculated that Musk may sell more TSLA stock in order to bail out Twitter. But given how Tesla has been performing lately, that may not be a good idea. Since Musk assumed control of Twitter, TSLA has fallen more than 16% and shows no signs of slowing down.</p><p>Let’s take a look at what investors can expect from Musk and from Tesla.</p><h3>What’s Happening With TSLA Stock</h3><p>This week is off to a rocky start for TSLA stock as Musk shows no signs of shifting focus. Shares fell on Monday and although they have rebounded slightly, the stock closed 2.56% lower. TSLA enjoyed a slight boost as markets rebounded last week but it remains in the red by almost 7% for the month. There’s no getting around the fact that so far, Tesla has been the biggest loser of Musk’s Twitter acquisition.</p><p>Wall Street was never excited about Musk taking over another very different company. His plans to create one overarching company to encompass Tesla, Twitter and his other non-public ventures was exactly what investors didn’t want to see. And as InvestorPlace pointed out, plenty of experts agreed that Musk taking over Twitter would sink Tesla stock.</p><p>Now that list has grown as Musk’s handling of Twitter has generated considerable speculation as to his ability to run two sector-leading companies. InvestorPlace Markets Analyst Thomas Yeung recently laid out several reasons why Musk may have inadvertently pushed TSLA stock into a race to the bottom. While he acknowledges that a turnaround is possible, Yeung acknowledges the many obstacles that Musk is facing. As he notes:</p><blockquote>“Musk’s strategy still comes with big risks. Studies by U.S. research firm Strategic Vision found that 39% of car buyers now say they wouldn’t consider a Tesla. That’s a product of Musk’s divisive approach. Recently, researchers at MIT also concluded that Twitter may have lost more than 1 million users since Elon Musk took over. The social media platform has since released opposing figures.”</blockquote><h3>The Uncertain Road Ahead</h3><p>As Yeung highlights, the future of Twitter remains uncertain but it is already pushing TSLA stock down. And for the investors watching closely, it’s hard not to be concerned. The fact that Tesla shares hit a two-year low last week doesn’t help inspire confidence in Musk or his company. Experts knew that shares would fall after Musk sold off some TSLA stock holdings to help finance the Twitter acquisition. But since then, the stock hasn’t rebounded and has been steadily trending downward.</p><p>Musk doesn’t seem too concerned, even as TSLA stock continues to fall. While his nature is highly unpredictable, it is clear that unless he takes action soon, TSLA stock will keep falling.</p></body></html>","source":"investorplace","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>Will Elon Musk Tank Tesla Stock?</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\">\nWill Elon Musk Tank Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-15 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/11/will-elon-musk-tank-tesla-tsla-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk taking over Twitter hasn’t gone well for Tesla  stock.The company that made him a billionaire is tanking hard.As shares fall, experts wonder if the electric vehicle (EV) leader can recover....</p>\n\n<a href=\"https://investorplace.com/2022/11/will-elon-musk-tank-tesla-tsla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/11/will-elon-musk-tank-tesla-tsla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131632356","content_text":"Elon Musk taking over Twitter hasn’t gone well for Tesla  stock.The company that made him a billionaire is tanking hard.As shares fall, experts wonder if the electric vehicle (EV) leader can recover.Since Elon Musk finalized his acquisition of Twitter, operations at the social media platform have spiraled out of control. After implementing large-scale layoffs, he has had to walk some back all while dealing with advertisers taking their business elsewhere. More recently, he floated the possibility of a Twitter bankruptcy, sending more negative shockwaves down Wall Street.While the social media company is now private, Tesla (NASDAQ:TSLA) is not and while its CEO is otherwise occupied, it has been trending downward. Andy Wu of the Harvard Business School recently speculated that Musk may sell more TSLA stock in order to bail out Twitter. But given how Tesla has been performing lately, that may not be a good idea. Since Musk assumed control of Twitter, TSLA has fallen more than 16% and shows no signs of slowing down.Let’s take a look at what investors can expect from Musk and from Tesla.What’s Happening With TSLA StockThis week is off to a rocky start for TSLA stock as Musk shows no signs of shifting focus. Shares fell on Monday and although they have rebounded slightly, the stock closed 2.56% lower. TSLA enjoyed a slight boost as markets rebounded last week but it remains in the red by almost 7% for the month. There’s no getting around the fact that so far, Tesla has been the biggest loser of Musk’s Twitter acquisition.Wall Street was never excited about Musk taking over another very different company. His plans to create one overarching company to encompass Tesla, Twitter and his other non-public ventures was exactly what investors didn’t want to see. And as InvestorPlace pointed out, plenty of experts agreed that Musk taking over Twitter would sink Tesla stock.Now that list has grown as Musk’s handling of Twitter has generated considerable speculation as to his ability to run two sector-leading companies. InvestorPlace Markets Analyst Thomas Yeung recently laid out several reasons why Musk may have inadvertently pushed TSLA stock into a race to the bottom. While he acknowledges that a turnaround is possible, Yeung acknowledges the many obstacles that Musk is facing. As he notes:“Musk’s strategy still comes with big risks. Studies by U.S. research firm Strategic Vision found that 39% of car buyers now say they wouldn’t consider a Tesla. That’s a product of Musk’s divisive approach. Recently, researchers at MIT also concluded that Twitter may have lost more than 1 million users since Elon Musk took over. The social media platform has since released opposing figures.”The Uncertain Road AheadAs Yeung highlights, the future of Twitter remains uncertain but it is already pushing TSLA stock down. And for the investors watching closely, it’s hard not to be concerned. The fact that Tesla shares hit a two-year low last week doesn’t help inspire confidence in Musk or his company. Experts knew that shares would fall after Musk sold off some TSLA stock holdings to help finance the Twitter acquisition. But since then, the stock hasn’t rebounded and has been steadily trending downward.Musk doesn’t seem too concerned, even as TSLA stock continues to fall. While his nature is highly unpredictable, it is clear that unless he takes action soon, TSLA stock will keep falling.","news_type":1},"isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802395219,"gmtCreate":1627715556931,"gmtModify":1703495150072,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Buy the dip","listText":"Buy the dip","text":"Buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802395219","repostId":"2155001152","repostType":4,"repost":{"id":"2155001152","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1627675228,"share":"https://ttm.financial/m/news/2155001152?lang=&edition=fundamental","pubTime":"2021-07-31 04:00","market":"us","language":"en","title":"Wall Street declines with Amazon; S&P 500 posts gains for month","url":"https://stock-news.laohu8.com/highlight/detail?id=2155001152","media":"Reuters","summary":"U.S. consumer spending rises in June, inflation increases . NEW YORK, July 30  - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.Shares of oth","content":"<ul>\n <li>Pinterest sinks on stalled U.S. user growth</li>\n <li>U.S. consumer spending rises in June, inflation increases (Updates to close)</li>\n</ul>\n<p>NEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&amp;P 500 still posted a sixth straight month of gains.</p>\n<p>Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.</p>\n<p>Shares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, were mostly lower.</p>\n<p>\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.</p>\n<p>Data on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&amp;P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.</p>\n<p>Strong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.</p>\n<p>\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.</p>\n<p>Also on the earnings front, Pampers maker Procter &amp; Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's <a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a> jumped after the Burger King owner beat estimates for quarterly profit.</p>\n<p>Pinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.</p>\n<p>Caterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.</p>\n<p>Results on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street declines with Amazon; S&P 500 posts gains for month</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street declines with Amazon; S&P 500 posts gains for month\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-31 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Pinterest sinks on stalled U.S. user growth</li>\n <li>U.S. consumer spending rises in June, inflation increases (Updates to close)</li>\n</ul>\n<p>NEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&amp;P 500 still posted a sixth straight month of gains.</p>\n<p>Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.</p>\n<p>Shares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, were mostly lower.</p>\n<p>\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.</p>\n<p>Data on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&amp;P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.</p>\n<p>Strong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.</p>\n<p>\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.</p>\n<p>Also on the earnings front, Pampers maker Procter &amp; Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's <a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a> jumped after the Burger King owner beat estimates for quarterly profit.</p>\n<p>Pinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.</p>\n<p>Caterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.</p>\n<p>Results on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","AMZN":"亚马逊","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","CAT":"卡特彼勒","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","OEX":"标普100","COMP":"Compass, Inc.","UPRO":"三倍做多标普500ETF",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155001152","content_text":"Pinterest sinks on stalled U.S. user growth\nU.S. consumer spending rises in June, inflation increases (Updates to close)\n\nNEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.\nAmazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.\nShares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and Facebook Inc, were mostly lower.\n\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.\nData on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.\nUnofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.\nStrong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.\n\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.\nAlso on the earnings front, Pampers maker Procter & Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's Restaurant Brands International Inc jumped after the Burger King owner beat estimates for quarterly profit.\nPinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.\nCaterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.\nResults on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177429477,"gmtCreate":1627258326599,"gmtModify":1703486039096,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Looking forward to great week!","listText":"Looking forward to great week!","text":"Looking forward to great week!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/177429477","repostId":"1100772026","repostType":4,"repost":{"id":"1100772026","kind":"news","pubTimestamp":1627254622,"share":"https://ttm.financial/m/news/1100772026?lang=&edition=fundamental","pubTime":"2021-07-26 07:10","market":"us","language":"en","title":"Apple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1100772026","media":"Barrons","summary":"It’s the busiest week of second-quarter earnings season. About $one$ third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, $Visa$, $AMD$, UPS, General Electric, $3M$, and Starbucks headline a 42-report day.$Facebook$, Shopify, Boeing, Ford Motor, $PayPal$ Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday.","content":"<p>It’s the busiest week of second-quarter earnings season. About <a href=\"https://laohu8.com/S/AONE.U\">one</a> third of S&amp;P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, <a href=\"https://laohu8.com/S/V\">Visa</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, UPS, General Electric, <a href=\"https://laohu8.com/S/MMM\">3M</a>, and Starbucks headline a 42-report day.</p>\n<p><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Shopify, Boeing, Ford Motor, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday. Finally, Exxon Mobil, Caterpillar, <a href=\"https://laohu8.com/S/CHTR\">Charter Communications</a>, Chevron, and Procter &amp; Gamble close the week on Friday.</p>\n<p><img src=\"https://static.tigerbbs.com/4564430f7fe9649d97a7a105615955e5\" tg-width=\"1562\" tg-height=\"676\" referrerpolicy=\"no-referrer\">There will be plenty of action on the economic calendar this week too. The Federal Reserve’s policy committee wraps up a two-day meeting on Wednesday. A change in interest rates is off the table, but officials could reveal more information about their timeline for reducing bond purchases. Fed Chair Jerome Powell’s post-meeting press conference will be must-watch viewing.</p>\n<p>On Thursday, the Bureau of Economic Analysis publishes its first official estimate of second-quarter U.S. gross domestic product. Economists are expecting a white-hot 9.1% seasonally adjusted annual growth rate, up from 6.4% in the first quarter.</p>\n<p>Other data out this week include the Conference Board’s Consumer Confidence Index for July and the Commerce Department’s durable goods orders for June, both on Tuesday. The latter is often viewed as a decent proxy for business investment.</p>\n<p>Monday 7/26</p>\n<p>Cadence Design Systems, Hasbro, Lockheed Martin, Otis Worldwide, and Tesla report quarterly results.</p>\n<p>The Census Bureau reports new single-family home sales for June. Economists forecast a seasonally adjusted annual rate of 800,000 new homes sold, 4% more than May’s 769,000.</p>\n<p>Tuesday 7/27</p>\n<p>It’s a big day for megacap tech earnings. Alphabet, Apple, and Microsoft will release quarterly results. The three companies are among the five largest globally by market value, worth a combined $6.4 trillion.</p>\n<p>3M, Advanced Micro Devices, Chubb, Ecolab, General Electric, Invesco, Mondelez International, MSCI, Raytheon Technologies, Starbucks, United Parcel Service, and Visa announce earnings.</p>\n<p>The Conference Board releases its Consumer Confidence Index for July. Consensus estimate is for a 124 reading, lower than June’s 127.3. The June figure was the highest for the index since the beginning of the pandemic.</p>\n<p>S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> releases its Case-Shiller National Home Price Index for May. Expectations are for a 16.4% year-over-year rise, after a 14.6% jump in April. The April spike was a record for the index going back to 1988, when data were first collected.</p>\n<p>Wednesday 7/28</p>\n<p>Automatic Data Processing, Boeing, Bristol Myers Squibb, Facebook, Ford Motor, Generac Holdings, McDonald’s, Moody’s, Norfolk Southern, PayPal Holdings, Pfizer, Qualcomm, Shopify, and Thermo Fisher Scientific release quarterly results.</p>\n<p>The Federal Open Market Committee announces its monetary-policy decision. The FOMC is expected to leave the federal-funds rate unchanged near zero. Wall Street expects the central bank to announce a timeline for reducing its bond purchases, currently about $120 billion a month, at some time between now and the September meeting.</p>\n<p>Thursday 7/29</p>\n<p>Altria Group, Amazon.com, Comcast, Hershey, Hilton Worldwide Holdings, Mastercard, Merck, Molson Coors Beverage, Northrop Grumman, and T-Mobile US hold conference calls to discuss earnings.</p>\n<p>Robinhood Markets, the zero-commission investment app, is expected to begin trading on the Nasdaq exchange under the ticker HOOD. Robinhood plans to offer 55 million shares at $38 to $42 a share, which would value the company at roughly $35 billion.</p>\n<p>The Bureau of Economic Analysis reports its preliminary estimate of second-quarter gross domestic product. Economists forecast a 9.1% seasonally adjusted annual growth rate, following a 6.4% increase in the first quarter. The Federal Reserve currently projects 7% GDP growth for 2021, which would be the fastest rate of growth since 1984.</p>\n<p>Friday 7/30</p>\n<p>AbbVie, Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Exxon Mobil, Procter &amp; Gamble, and Weyerhaeuser report quarterly results.</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>Apple, Tesla, Amazon, Pfizer, and Other Stocks 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\">\nApple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 07:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s the busiest week of second-quarter earnings season. About one third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","TSLA":"特斯拉","AMZN":"亚马逊","BA":"波音","FORD":"福沃德工业","PYPL":"PayPal","SHOP":"Shopify Inc"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100772026","content_text":"It’s the busiest week of second-quarter earnings season. About one third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, Visa, AMD, UPS, General Electric, 3M, and Starbucks headline a 42-report day.\nFacebook, Shopify, Boeing, Ford Motor, PayPal Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday. Finally, Exxon Mobil, Caterpillar, Charter Communications, Chevron, and Procter & Gamble close the week on Friday.\nThere will be plenty of action on the economic calendar this week too. The Federal Reserve’s policy committee wraps up a two-day meeting on Wednesday. A change in interest rates is off the table, but officials could reveal more information about their timeline for reducing bond purchases. Fed Chair Jerome Powell’s post-meeting press conference will be must-watch viewing.\nOn Thursday, the Bureau of Economic Analysis publishes its first official estimate of second-quarter U.S. gross domestic product. Economists are expecting a white-hot 9.1% seasonally adjusted annual growth rate, up from 6.4% in the first quarter.\nOther data out this week include the Conference Board’s Consumer Confidence Index for July and the Commerce Department’s durable goods orders for June, both on Tuesday. The latter is often viewed as a decent proxy for business investment.\nMonday 7/26\nCadence Design Systems, Hasbro, Lockheed Martin, Otis Worldwide, and Tesla report quarterly results.\nThe Census Bureau reports new single-family home sales for June. Economists forecast a seasonally adjusted annual rate of 800,000 new homes sold, 4% more than May’s 769,000.\nTuesday 7/27\nIt’s a big day for megacap tech earnings. Alphabet, Apple, and Microsoft will release quarterly results. The three companies are among the five largest globally by market value, worth a combined $6.4 trillion.\n3M, Advanced Micro Devices, Chubb, Ecolab, General Electric, Invesco, Mondelez International, MSCI, Raytheon Technologies, Starbucks, United Parcel Service, and Visa announce earnings.\nThe Conference Board releases its Consumer Confidence Index for July. Consensus estimate is for a 124 reading, lower than June’s 127.3. The June figure was the highest for the index since the beginning of the pandemic.\nS&P CoreLogic releases its Case-Shiller National Home Price Index for May. Expectations are for a 16.4% year-over-year rise, after a 14.6% jump in April. The April spike was a record for the index going back to 1988, when data were first collected.\nWednesday 7/28\nAutomatic Data Processing, Boeing, Bristol Myers Squibb, Facebook, Ford Motor, Generac Holdings, McDonald’s, Moody’s, Norfolk Southern, PayPal Holdings, Pfizer, Qualcomm, Shopify, and Thermo Fisher Scientific release quarterly results.\nThe Federal Open Market Committee announces its monetary-policy decision. The FOMC is expected to leave the federal-funds rate unchanged near zero. Wall Street expects the central bank to announce a timeline for reducing its bond purchases, currently about $120 billion a month, at some time between now and the September meeting.\nThursday 7/29\nAltria Group, Amazon.com, Comcast, Hershey, Hilton Worldwide Holdings, Mastercard, Merck, Molson Coors Beverage, Northrop Grumman, and T-Mobile US hold conference calls to discuss earnings.\nRobinhood Markets, the zero-commission investment app, is expected to begin trading on the Nasdaq exchange under the ticker HOOD. Robinhood plans to offer 55 million shares at $38 to $42 a share, which would value the company at roughly $35 billion.\nThe Bureau of Economic Analysis reports its preliminary estimate of second-quarter gross domestic product. Economists forecast a 9.1% seasonally adjusted annual growth rate, following a 6.4% increase in the first quarter. The Federal Reserve currently projects 7% GDP growth for 2021, which would be the fastest rate of growth since 1984.\nFriday 7/30\nAbbVie, Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Exxon Mobil, Procter & Gamble, and Weyerhaeuser report quarterly results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961449207,"gmtCreate":1669034097009,"gmtModify":1676538142338,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Bear market rally","listText":"Bear market rally","text":"Bear market rally","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961449207","repostId":"2284891180","repostType":4,"repost":{"id":"2284891180","kind":"highlight","pubTimestamp":1669017887,"share":"https://ttm.financial/m/news/2284891180?lang=&edition=fundamental","pubTime":"2022-11-21 16:04","market":"us","language":"en","title":"SPX: A Rallying Stock Market Is Bearish","url":"https://stock-news.laohu8.com/highlight/detail?id=2284891180","media":"Seeking Alpha","summary":"SummaryStocks rallied viciously due to lower inflation data.I believe this bear market rally has som","content":"<html><head></head><body><h2>Summary</h2><ul><li>Stocks rallied viciously due to lower inflation data.</li><li>I believe this bear market rally has some more room to go, but I wouldn’t bet on it.</li><li>The root cause of falling inflation isn’t bullish for stocks.</li><li>In 2023, bad news will be bad news again, and a rallying stock market is bearish.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41fe2c4feaba1c36352e0d9664de24f3\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>blewisphotography/iStock via Getty Images</span></p><h2>“Hopium” is back again</h2><p>It doesn’t take much for investors to be optimistic about the markets again. Last week the S&amp;P 500 (SPX) rallied ~6%, and the Nasdaq ~8% after the inflation print came in lower than expected at 7.7% YoY or 0.4% MoM. The PPI data should come in lower too, reflecting the symptoms of a slowing economy and weakening consumer spending.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8830de04b6cb31c02f372c43e213054\" tg-width=\"1275\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>CPI &amp; PPI YoY Percentage Change (Author Excel with Data from fred.stlouisfed.org)</span></p><p>So far, so unsurprising – not for the market, though. The S&amp;P 500 and the Nasdaq made the bulk of their gains last week right after the CPI report was published. Markets played the pivot book: The Dollar (DXY) withdrew sharply as Yields collapsed, and assets appreciated. The market priced in a higher probability of relative monetary easing of the Federal Reserve due to lower-than-expected inflation. Naturally, the most interest-rate sensitive assets appreciated the most, hence the outperformance of the Nasdaq. Bitcoin (BTC-USD) rose over 10% on that day. Although that gain has to be taken with a caveat because the CPI print followed the day that FTX went bankrupt and Crypto assets collapsed. Therefore, a rebound seemed natural.</p><p>On Thursday, the Nasdaq (NDX) had its best trading day since April 2020. I don’t believe a new bull market has started, however. Huge upswings and short squeezes are characteristic of bear market rallies. The underlying macroeconomic circumstances have not changed enough to put an end to this bear market. I believe this rally is one of the bigger ones, like the bear market rally starting in June 2022. I believe the market can feed off of big short exposure and the narrative that inflation has finally peaked.</p><p>I also believe inflation has peaked, as I cannot imagine that the economy will be able to healthily operate with the immense burden of the sharply risen cost of capital. The previously raised interest rates start to feed into the economy gradually. As Jerome Powell always reminds us: “Monetary Policy works with long and variable lags.” That counts for monetary easing and monetary tightening. Additionally, the basis effect should help keep the YoY inflation rate comparatively low.</p><p>The financial stress that the economy will have to endure during the first half of 2023 seems too high to be bullish at the current valuation level. While analysts have lowered their expectations for 2023 earnings, they are still around ~$220 for the S&amp;P 500 (0% growth), which currently reflects a P/E FWD of 18x. Given the macroeconomic and geopolitical circumstances I believe that is still way too high.</p><p>In the event of a recession, which is my base case, earnings should fall and not only stay flat for 2023. Assuming the earnings multiple for the S&amp;P 500 goes back to its mean of 16x and earnings depreciate by 10% in 2023 (basically guaranteed if a real recession hits), the fair value of the S&amp;P should be around 3,200 points. Of course, the P/E FWD ratio estimate is only for constructing a framework about where the fair value<i>should</i> be. There are many more factors at play.</p><p>After all, the alternative to equities is an investment in basically risk-free US government bonds, which now have moved into the positive real-rate territory across the yield curve. During the last 20 years, expansive monetary policy has moved even the most risk-averse investors into the equity space. Now that risk-free rates have risen, these risk-averse players are attracted by the risk-free yield, especially when compared to equity premiums. This is why I believe that the current drawdown in equities only accounts for the yield rise and not for earnings depreciation. I make the speculation of largely not being invested while waiting until the other shoe drops, most likely in H1/2023.</p><h2>Searching for historical bottoms</h2><p>Usually, the market is forward-looking and doesn’t reflect the economy. However, historically trying to front-run the pivot didn’t work:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8447327903f174e95c5886662c788efe\" tg-width=\"1278\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>Fed Funds &amp; SP500 (Excel from Author using data from fred.stlouisfed.org)</span></p><p>That’s because of the circumstances of the previous pivot points.</p><p>When the Federal Reserve raised rates during the 2000’s it was because the economy was overheating, and the labor market was tight. While rates were rising, the stock market appreciated because of strong fundamentals (rising GDP). After some time, the monetary tightening worked itself into the economy, and the market fundamentals started to worsen. After a period of plateauing rates, the stock market tumbled, and the Federal Reserve was quick to cut rates. While the Federal Reserve was cutting rates the stock market fell even further. Historically, the bottom of the stock market was in only<i>after</i> the Federal Reserve had already cut rates significantly and the liquidity cycle started to move upwards again.</p><p>In 2022, however, we have a different situation. The Federal Reserve tightened monetary policy, and the stock market depreciated <i>because of it</i>. That fundamental difference exists because of inflation.</p><p>During the last 40 years, the overarching trend of inflation was down. Especially in the last 20 years, global Central Banks struggled to create inflation with loose monetary policy. If the economy and the financial markets start to struggle while there is no concern about material inflation or even fear of deflation, then the playbook of Central Banks becomes very easy: stimulate the economy to raise inflation and decrease unemployment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93089c2daa2b2a46fe64342b4a9c84db\" tg-width=\"1200\" tg-height=\"659\" referrerpolicy=\"no-referrer\"/><span>Taylor-Rule (Author)</span></p><p>According to the Taylor Rule, the Federal Reserve had to lower interest rates (1-h) so often in the past because inflation was below the long-term inflation rate goal,<i>and</i> (1-g) GDP was also below the long-term production potential. Both parts of the formula demanded monetary easing.</p><p>During 2020-2022 the macroeconomic circumstances changed 180 degrees. Because of several shortages, and most importantly massive fiscal stimulus, which was fully financed by expansive monetary policy, demand exploded while goods were scarce. After inflation came in hot quarter after quarter, the Federal Reserve had to raise rates into a falling stock market for the first time in 20+ years.</p><p>Because of the traditionally backward-looking indicators of Central Banks (i.e. unemployment), the economy appeared red hot while inflation was clearly above the 2% target. These two macroeconomic circumstances basically guaranteed monetary tightening. A falling stock market is appreciated by the Federal Reserve because it resembles tightening financial conditions. Tightening financial conditions should decrease inflation and raise unemployment – the goals of the central bank policy during times like these.</p><h2>Trying to time the pivot?</h2><p>We are in a different situation now, though. Inflation is still way above the 2% target. But the slowdown of the global economy is getting more and more clear by the day. And many of the bubbles fueled by monetary excesses [i.e. Meme-Tech-stocks like Peleton (PTON), Palantir (PLTR), Nikola (NKLA), or Crypto (BTC) / (ETH)] have deflated 80-90% from their highs.</p><p>Many investors ask themselves now: If inflation has peaked and the economy is materially slowing down, why not buy the dip in risk assets? Won’t the Fed Put be back after inflation comes down MoM?</p><p>That sounds like an attractive argument. Hence, I believe the current rally could sustain for the remainder of 2022. There are finally positive news for the stock market to rally. Ultimately, however, I believe the current stock price action is nothing more than a rather violent bear market rally because of the following reasons:</p><h3>1. The Federal Reserve wants to make sure that inflation is dealt with</h3><p>During the speculation mania that followed the March 2020 Covid crash, any doubt about valuation levels was quickly dismissed with the “don’t fight the Fed” mantra. And speculators were right back then. If the liquidity cycle makes a big upswing, you don’t want to be caught off guard shorting stocks because of their stretched valuations. Tesla (TSLA) perma bears painfully had to learn that. But the same counts for when the liquidity cycle is in a downturn and investors are recklessly holding on to their overvalued tech stocks. Fighting the Fed in 2022 means staying invested in long-duration, high-growth, high-valuation equities. Just last week, Powell reiterated the Federal Reserve’s stance to tighten policy until something breaks. Powell seemed confident that it would be easier to put the economy into recession and then rescue it after they overtighten financial conditions. After all, nothing kills inflation like a recession.</p><h3>2. Unemployment is too low</h3><p>Without the labor market breaking and unemployment sharply rising, there is no reason for global Central Banks to meaningfully change the direction of their policy to an accommodative level. During the FOMC meeting, Powell made it clear that rates will likely stay higher for longer than the market currently expects. The Federal Reserve has given up on its attempt of engineering a “softish landing”. Inflation becoming entrenched in the economy is their worst fear, and with the low levels of unemployment, the Central Bank doesn’t have to balance its efforts to slow down inflation. Even after the rate hikes are over, quantitative tightening will worsen financial conditions and be a great hurdle for the stock market.</p><p>Some layoffs have already started. To my belief, tech companies will be able to raise productivity by removing some unnecessary workforce from recent years, where revenue growth was highly monetarily valued, but profitability wasn’t. Facebook (FB), Amazon (AMZN), and Twitter (TWTR) have already started. Alphabet (GOOG) and Apple (AAPL) are likely to follow. If high-paid workers lose their steady income stream, they are likely to sell off some of their accumulated assets in order to have a safety cushion to rely upon. It would be typical that this selling coincides with retail capitulation and a final rise in volatility, which usually marks the low of the bear market. I don’t believe we’re at the end yet, but I don’t want to dismiss the rather orderly decline of stock prices in 2022.</p><h3>3. Bad news will be bad news again</h3><p>I think 2023 will be about the labor market and the effects of higher rates for the housing market and less about the Federal Reserve monetary policy. After all, the bulk of the rate hikes are done, and now it is about how long they can stay this elevated. That’s not as interesting for the stock market as hiking 50-75 basis points per month, at least in terms of forward pricing. As seen last week, the current market is still heavily focused on inflation and the resulting change of the Federal Reserve policy. That’s why bad news about an economic slowdown were bullish. Inflation expectations would decrease, and as a function of that, the Federal Reserve was expected to be less tight.</p><p>I don’t expect the Federal Reserve to immediately cut rates if the labor market eases. Because of that consistency and resilience to lower rates, I think that bad news will be bad news again in 2023. The housing market should come under pressure too, as more and more mortgages have to be refinanced. As of now, the illiquidity of the housing market makes it seem somewhat resilient. But I don’t believe that resiliency will hold in 2023 if rates stay elevated.</p><p>Hiking interest rates for fewer percentage points is less bearish but still not bullish, given how elevated rates already are. The liquidity cycle is still in a downturn, albeit less quickly, and Quantitative Tightening still continues linearly. Until now, much of the Quantitative Tightening got neutralized by a rundown of the US Treasury General account:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ecc783a2e50ff641e9c70d6bfcb9101\" tg-width=\"1169\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/><span>M2 &amp; US Treasury General Account (fred.stlouisfed.org)</span></p><p>In 2023, the softening impact of decreasing the treasury account in line with Quantitative Easing will still be possible for some time, but not forever. The likelihood of excessive fiscal policy stimulating the economy has decreased too, given the results of the US midterm elections.</p><h3>4. A stock-market rally is bearish</h3><p>Something has to break for the Fed to pivot. If the market reaches previous highs, it only increases the probability that Central banks tighten monetary policy even further. That’s because financial conditions usually ease during stock market rallies. Bond yields usually fall because the market expects accommodative monetary policy, which makes it possible for the Federal Reserve to conduct more Quantitative Tightening because investors buy them, trying to front-run a pivot. To me that seems self-defeating.</p><h2>Summary</h2><p>I believe that in 2023, bad news will be bad news again. Plunging earnings and layoffs will ultimately be bearish for the stock market. The Federal Reserve can only pivot if something breaks. The process of “breaking” usually isn’t bullish for the stock market. Bear markets often end with capitulation, but long-only ETF DCA retail still makes their monthly investments in the S&amp;P 500. Unemployment has to rise to turn these inflows into outflows. Bad news will be bad news, and a rallying stock market will be bearish.</p><p><i>This article is written by Nikolai Galozi for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SPX: A Rallying Stock Market Is Bearish</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\">\nSPX: A Rallying Stock Market Is Bearish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 16:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559201-spx-a-rallying-stock-market-is-bearish><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryStocks rallied viciously due to lower inflation data.I believe this bear market rally has some more room to go, but I wouldn’t bet on it.The root cause of falling inflation isn’t bullish for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559201-spx-a-rallying-stock-market-is-bearish\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4559201-spx-a-rallying-stock-market-is-bearish","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284891180","content_text":"SummaryStocks rallied viciously due to lower inflation data.I believe this bear market rally has some more room to go, but I wouldn’t bet on it.The root cause of falling inflation isn’t bullish for stocks.In 2023, bad news will be bad news again, and a rallying stock market is bearish.blewisphotography/iStock via Getty Images“Hopium” is back againIt doesn’t take much for investors to be optimistic about the markets again. Last week the S&P 500 (SPX) rallied ~6%, and the Nasdaq ~8% after the inflation print came in lower than expected at 7.7% YoY or 0.4% MoM. The PPI data should come in lower too, reflecting the symptoms of a slowing economy and weakening consumer spending.CPI & PPI YoY Percentage Change (Author Excel with Data from fred.stlouisfed.org)So far, so unsurprising – not for the market, though. The S&P 500 and the Nasdaq made the bulk of their gains last week right after the CPI report was published. Markets played the pivot book: The Dollar (DXY) withdrew sharply as Yields collapsed, and assets appreciated. The market priced in a higher probability of relative monetary easing of the Federal Reserve due to lower-than-expected inflation. Naturally, the most interest-rate sensitive assets appreciated the most, hence the outperformance of the Nasdaq. Bitcoin (BTC-USD) rose over 10% on that day. Although that gain has to be taken with a caveat because the CPI print followed the day that FTX went bankrupt and Crypto assets collapsed. Therefore, a rebound seemed natural.On Thursday, the Nasdaq (NDX) had its best trading day since April 2020. I don’t believe a new bull market has started, however. Huge upswings and short squeezes are characteristic of bear market rallies. The underlying macroeconomic circumstances have not changed enough to put an end to this bear market. I believe this rally is one of the bigger ones, like the bear market rally starting in June 2022. I believe the market can feed off of big short exposure and the narrative that inflation has finally peaked.I also believe inflation has peaked, as I cannot imagine that the economy will be able to healthily operate with the immense burden of the sharply risen cost of capital. The previously raised interest rates start to feed into the economy gradually. As Jerome Powell always reminds us: “Monetary Policy works with long and variable lags.” That counts for monetary easing and monetary tightening. Additionally, the basis effect should help keep the YoY inflation rate comparatively low.The financial stress that the economy will have to endure during the first half of 2023 seems too high to be bullish at the current valuation level. While analysts have lowered their expectations for 2023 earnings, they are still around ~$220 for the S&P 500 (0% growth), which currently reflects a P/E FWD of 18x. Given the macroeconomic and geopolitical circumstances I believe that is still way too high.In the event of a recession, which is my base case, earnings should fall and not only stay flat for 2023. Assuming the earnings multiple for the S&P 500 goes back to its mean of 16x and earnings depreciate by 10% in 2023 (basically guaranteed if a real recession hits), the fair value of the S&P should be around 3,200 points. Of course, the P/E FWD ratio estimate is only for constructing a framework about where the fair valueshould be. There are many more factors at play.After all, the alternative to equities is an investment in basically risk-free US government bonds, which now have moved into the positive real-rate territory across the yield curve. During the last 20 years, expansive monetary policy has moved even the most risk-averse investors into the equity space. Now that risk-free rates have risen, these risk-averse players are attracted by the risk-free yield, especially when compared to equity premiums. This is why I believe that the current drawdown in equities only accounts for the yield rise and not for earnings depreciation. I make the speculation of largely not being invested while waiting until the other shoe drops, most likely in H1/2023.Searching for historical bottomsUsually, the market is forward-looking and doesn’t reflect the economy. However, historically trying to front-run the pivot didn’t work:Fed Funds & SP500 (Excel from Author using data from fred.stlouisfed.org)That’s because of the circumstances of the previous pivot points.When the Federal Reserve raised rates during the 2000’s it was because the economy was overheating, and the labor market was tight. While rates were rising, the stock market appreciated because of strong fundamentals (rising GDP). After some time, the monetary tightening worked itself into the economy, and the market fundamentals started to worsen. After a period of plateauing rates, the stock market tumbled, and the Federal Reserve was quick to cut rates. While the Federal Reserve was cutting rates the stock market fell even further. Historically, the bottom of the stock market was in onlyafter the Federal Reserve had already cut rates significantly and the liquidity cycle started to move upwards again.In 2022, however, we have a different situation. The Federal Reserve tightened monetary policy, and the stock market depreciated because of it. That fundamental difference exists because of inflation.During the last 40 years, the overarching trend of inflation was down. Especially in the last 20 years, global Central Banks struggled to create inflation with loose monetary policy. If the economy and the financial markets start to struggle while there is no concern about material inflation or even fear of deflation, then the playbook of Central Banks becomes very easy: stimulate the economy to raise inflation and decrease unemployment.Taylor-Rule (Author)According to the Taylor Rule, the Federal Reserve had to lower interest rates (1-h) so often in the past because inflation was below the long-term inflation rate goal,and (1-g) GDP was also below the long-term production potential. Both parts of the formula demanded monetary easing.During 2020-2022 the macroeconomic circumstances changed 180 degrees. Because of several shortages, and most importantly massive fiscal stimulus, which was fully financed by expansive monetary policy, demand exploded while goods were scarce. After inflation came in hot quarter after quarter, the Federal Reserve had to raise rates into a falling stock market for the first time in 20+ years.Because of the traditionally backward-looking indicators of Central Banks (i.e. unemployment), the economy appeared red hot while inflation was clearly above the 2% target. These two macroeconomic circumstances basically guaranteed monetary tightening. A falling stock market is appreciated by the Federal Reserve because it resembles tightening financial conditions. Tightening financial conditions should decrease inflation and raise unemployment – the goals of the central bank policy during times like these.Trying to time the pivot?We are in a different situation now, though. Inflation is still way above the 2% target. But the slowdown of the global economy is getting more and more clear by the day. And many of the bubbles fueled by monetary excesses [i.e. Meme-Tech-stocks like Peleton (PTON), Palantir (PLTR), Nikola (NKLA), or Crypto (BTC) / (ETH)] have deflated 80-90% from their highs.Many investors ask themselves now: If inflation has peaked and the economy is materially slowing down, why not buy the dip in risk assets? Won’t the Fed Put be back after inflation comes down MoM?That sounds like an attractive argument. Hence, I believe the current rally could sustain for the remainder of 2022. There are finally positive news for the stock market to rally. Ultimately, however, I believe the current stock price action is nothing more than a rather violent bear market rally because of the following reasons:1. The Federal Reserve wants to make sure that inflation is dealt withDuring the speculation mania that followed the March 2020 Covid crash, any doubt about valuation levels was quickly dismissed with the “don’t fight the Fed” mantra. And speculators were right back then. If the liquidity cycle makes a big upswing, you don’t want to be caught off guard shorting stocks because of their stretched valuations. Tesla (TSLA) perma bears painfully had to learn that. But the same counts for when the liquidity cycle is in a downturn and investors are recklessly holding on to their overvalued tech stocks. Fighting the Fed in 2022 means staying invested in long-duration, high-growth, high-valuation equities. Just last week, Powell reiterated the Federal Reserve’s stance to tighten policy until something breaks. Powell seemed confident that it would be easier to put the economy into recession and then rescue it after they overtighten financial conditions. After all, nothing kills inflation like a recession.2. Unemployment is too lowWithout the labor market breaking and unemployment sharply rising, there is no reason for global Central Banks to meaningfully change the direction of their policy to an accommodative level. During the FOMC meeting, Powell made it clear that rates will likely stay higher for longer than the market currently expects. The Federal Reserve has given up on its attempt of engineering a “softish landing”. Inflation becoming entrenched in the economy is their worst fear, and with the low levels of unemployment, the Central Bank doesn’t have to balance its efforts to slow down inflation. Even after the rate hikes are over, quantitative tightening will worsen financial conditions and be a great hurdle for the stock market.Some layoffs have already started. To my belief, tech companies will be able to raise productivity by removing some unnecessary workforce from recent years, where revenue growth was highly monetarily valued, but profitability wasn’t. Facebook (FB), Amazon (AMZN), and Twitter (TWTR) have already started. Alphabet (GOOG) and Apple (AAPL) are likely to follow. If high-paid workers lose their steady income stream, they are likely to sell off some of their accumulated assets in order to have a safety cushion to rely upon. It would be typical that this selling coincides with retail capitulation and a final rise in volatility, which usually marks the low of the bear market. I don’t believe we’re at the end yet, but I don’t want to dismiss the rather orderly decline of stock prices in 2022.3. Bad news will be bad news againI think 2023 will be about the labor market and the effects of higher rates for the housing market and less about the Federal Reserve monetary policy. After all, the bulk of the rate hikes are done, and now it is about how long they can stay this elevated. That’s not as interesting for the stock market as hiking 50-75 basis points per month, at least in terms of forward pricing. As seen last week, the current market is still heavily focused on inflation and the resulting change of the Federal Reserve policy. That’s why bad news about an economic slowdown were bullish. Inflation expectations would decrease, and as a function of that, the Federal Reserve was expected to be less tight.I don’t expect the Federal Reserve to immediately cut rates if the labor market eases. Because of that consistency and resilience to lower rates, I think that bad news will be bad news again in 2023. The housing market should come under pressure too, as more and more mortgages have to be refinanced. As of now, the illiquidity of the housing market makes it seem somewhat resilient. But I don’t believe that resiliency will hold in 2023 if rates stay elevated.Hiking interest rates for fewer percentage points is less bearish but still not bullish, given how elevated rates already are. The liquidity cycle is still in a downturn, albeit less quickly, and Quantitative Tightening still continues linearly. Until now, much of the Quantitative Tightening got neutralized by a rundown of the US Treasury General account:M2 & US Treasury General Account (fred.stlouisfed.org)In 2023, the softening impact of decreasing the treasury account in line with Quantitative Easing will still be possible for some time, but not forever. The likelihood of excessive fiscal policy stimulating the economy has decreased too, given the results of the US midterm elections.4. A stock-market rally is bearishSomething has to break for the Fed to pivot. If the market reaches previous highs, it only increases the probability that Central banks tighten monetary policy even further. That’s because financial conditions usually ease during stock market rallies. Bond yields usually fall because the market expects accommodative monetary policy, which makes it possible for the Federal Reserve to conduct more Quantitative Tightening because investors buy them, trying to front-run a pivot. To me that seems self-defeating.SummaryI believe that in 2023, bad news will be bad news again. Plunging earnings and layoffs will ultimately be bearish for the stock market. The Federal Reserve can only pivot if something breaks. The process of “breaking” usually isn’t bullish for the stock market. Bear markets often end with capitulation, but long-only ETF DCA retail still makes their monthly investments in the S&P 500. Unemployment has to rise to turn these inflows into outflows. Bad news will be bad news, and a rallying stock market will be bearish.This article is written by Nikolai Galozi for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928490929,"gmtCreate":1671334133161,"gmtModify":1676538525714,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Yes but not at the moment","listText":"Yes but not at the moment","text":"Yes but not at the moment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9928490929","repostId":"2292831501","repostType":4,"repost":{"id":"2292831501","kind":"highlight","pubTimestamp":1671321913,"share":"https://ttm.financial/m/news/2292831501?lang=&edition=fundamental","pubTime":"2022-12-18 08:05","market":"us","language":"en","title":"Will Tesla Ever Be a Trillion-Dollar Stock Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=2292831501","media":"Motley Fool","summary":"The electric car maker has a long road ahead to make it back to that elite club.","content":"<html><head></head><body><p>It wasn&#39;t all that long ago that <b>Tesla</b> had a trillion-dollar valuation. As recently as April, it was part of a tiny but exclusive club of companies that had broken through the threshold. Today that club has just three members: <b>Apple</b>, <b>Microsoft</b>, and <b>Alphabet</b>.</p><p>Since then, Tesla&#39;s stock has fallen hard, losing nearly 60% of its value, and some are actively rooting for it to fail.</p><p>While Tesla has its fans who seemingly wear rose-colored glasses about any of its flaws, the critics don green eyeshades tinted a few shades too dark that blind them to the EV maker&#39;s enduring potential.</p><p>Somewhere between those extremes lies the truth about Tesla, so let&#39;s see if there is any hope the premier EV stock can be a $1 trillion company again.</p><h2>First off the line</h2><p>There&#39;s no doubt Elon Musk and Tesla brought electric vehicles into the mainstream. While there were other EVs before Tesla (they&#39;ve actually existed for almost 200 years), it was the Roadster that changed the auto industry due to the range of its battery, speed, acceleration, and price that made it comparable to gas-powered cars.</p><p>That first-mover status boosted Tesla to the forefront of the electric car industry, a place it remains in with a 64% market share, as of the end of the third quarter. While that&#39;s down from the 75% it held back in the first quarter, it&#39;s also a natural consequence of so many competitors entering the market.</p><p>The Model Y and Model 3 have sold a combined 347,000 vehicles so far this year, far ahead of <b>Ford</b>&#39;s No. 2 Mustang Mach-E at 28,000. In fact, Tesla owns four of the top six slots (<b>General Motors&#39;</b> Chevy Bolt is fourth with 22,000 vehicles sold).</p><p>However, <b>Bank of America</b> recently issued a report indicating its analysts expect both Ford and GM to surpass Tesla&#39;s market share, which is forecast to fall to just 11% in North America by 2025.</p><p>Tesla is currently the big fish in a small pond. In just a few years time, however, EVs will equal 10% of the entire auto market and the two big automakers&#39; EVs are cheaper than Tesla&#39;s and appeal to a different car buyer.</p><h2>Built on a shaky foundation</h2><p>Despite the expected growth in demand for EVs, Tesla and other manufacturers have a number of hurdles they&#39;re going to need to surmount that could make achieving their goals feasible.</p><p>First, demand is propped up by tax credits, and should they go away; sales could falter. The so-called Inflation Reduction Act passed in August created a new array of incentives for the next few years, but it may not be fiscally responsible to keep them going indefinitely.</p><p>Second, the electric grid will be severely stressed from all the electric cars plugging in to charge and will need to be overhauled. That may not be feasible or cheap to accomplish as it will result in large costs for generating, transmitting, and storing power. Even as California was announcing a ban on fossil fuel-powered vehicles by 2035 this past summer, it was also asking EV owners not to charge their cars to help conserve energy.</p><p>Third, EV makers face soaring costs for finite resources, particularly for the batteries needed to power their vehicles. Lithium, for example, a key component of EV batteries, currently costs around $80,000 a tonne, or 1,000% more than it did two years ago.</p><p>EVs also require substantial amounts of graphite, cobalt, rare earth metals, and nickel, and the total global production of these metals cannot match demand for them.</p><h2>A long road ahead</h2><p>While there is a search happening for alternatives to using different materials to power EVs and to upgrading and overhauling the electric grid, car manufacturers may face difficulty in seeing the growth they forecast.</p><p>Tesla itself is having a tough time selling cars in China. Although sales in November were up 90% year over year, it was a result of cutting prices and providing greater incentives to buyers. The 100,000 vehicles sold was also half of what Chinese rival BYD sold. Competition in Europe will be fierce, too.</p><p>Musk has also been selling Tesla stock, selling 19.5 million shares in November and another 20 million or so in December, likely to help finance his acquisition of Twitter.</p><p>Over the long haul, though, Tesla doesn&#39;t seem like it&#39;s going to run off the road and still has plenty of opportunity for growth. Yet it would require a near tripling in value for its stock to hit a $1 trillion valuation. It seems plausible, but investors may need the patience to wait for a number of years for that to happen.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Tesla Ever Be a Trillion-Dollar Stock Again?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Tesla Ever Be a Trillion-Dollar Stock Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-18 08:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/17/will-tesla-ever-be-a-trillion-dollar-stock-again/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It wasn't all that long ago that Tesla had a trillion-dollar valuation. As recently as April, it was part of a tiny but exclusive club of companies that had broken through the threshold. Today that ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/17/will-tesla-ever-be-a-trillion-dollar-stock-again/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/12/17/will-tesla-ever-be-a-trillion-dollar-stock-again/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292831501","content_text":"It wasn't all that long ago that Tesla had a trillion-dollar valuation. As recently as April, it was part of a tiny but exclusive club of companies that had broken through the threshold. Today that club has just three members: Apple, Microsoft, and Alphabet.Since then, Tesla's stock has fallen hard, losing nearly 60% of its value, and some are actively rooting for it to fail.While Tesla has its fans who seemingly wear rose-colored glasses about any of its flaws, the critics don green eyeshades tinted a few shades too dark that blind them to the EV maker's enduring potential.Somewhere between those extremes lies the truth about Tesla, so let's see if there is any hope the premier EV stock can be a $1 trillion company again.First off the lineThere's no doubt Elon Musk and Tesla brought electric vehicles into the mainstream. While there were other EVs before Tesla (they've actually existed for almost 200 years), it was the Roadster that changed the auto industry due to the range of its battery, speed, acceleration, and price that made it comparable to gas-powered cars.That first-mover status boosted Tesla to the forefront of the electric car industry, a place it remains in with a 64% market share, as of the end of the third quarter. While that's down from the 75% it held back in the first quarter, it's also a natural consequence of so many competitors entering the market.The Model Y and Model 3 have sold a combined 347,000 vehicles so far this year, far ahead of Ford's No. 2 Mustang Mach-E at 28,000. In fact, Tesla owns four of the top six slots (General Motors' Chevy Bolt is fourth with 22,000 vehicles sold).However, Bank of America recently issued a report indicating its analysts expect both Ford and GM to surpass Tesla's market share, which is forecast to fall to just 11% in North America by 2025.Tesla is currently the big fish in a small pond. In just a few years time, however, EVs will equal 10% of the entire auto market and the two big automakers' EVs are cheaper than Tesla's and appeal to a different car buyer.Built on a shaky foundationDespite the expected growth in demand for EVs, Tesla and other manufacturers have a number of hurdles they're going to need to surmount that could make achieving their goals feasible.First, demand is propped up by tax credits, and should they go away; sales could falter. The so-called Inflation Reduction Act passed in August created a new array of incentives for the next few years, but it may not be fiscally responsible to keep them going indefinitely.Second, the electric grid will be severely stressed from all the electric cars plugging in to charge and will need to be overhauled. That may not be feasible or cheap to accomplish as it will result in large costs for generating, transmitting, and storing power. Even as California was announcing a ban on fossil fuel-powered vehicles by 2035 this past summer, it was also asking EV owners not to charge their cars to help conserve energy.Third, EV makers face soaring costs for finite resources, particularly for the batteries needed to power their vehicles. Lithium, for example, a key component of EV batteries, currently costs around $80,000 a tonne, or 1,000% more than it did two years ago.EVs also require substantial amounts of graphite, cobalt, rare earth metals, and nickel, and the total global production of these metals cannot match demand for them.A long road aheadWhile there is a search happening for alternatives to using different materials to power EVs and to upgrading and overhauling the electric grid, car manufacturers may face difficulty in seeing the growth they forecast.Tesla itself is having a tough time selling cars in China. Although sales in November were up 90% year over year, it was a result of cutting prices and providing greater incentives to buyers. The 100,000 vehicles sold was also half of what Chinese rival BYD sold. Competition in Europe will be fierce, too.Musk has also been selling Tesla stock, selling 19.5 million shares in November and another 20 million or so in December, likely to help finance his acquisition of Twitter.Over the long haul, though, Tesla doesn't seem like it's going to run off the road and still has plenty of opportunity for growth. Yet it would require a near tripling in value for its stock to hit a $1 trillion valuation. It seems plausible, but investors may need the patience to wait for a number of years for that to happen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923174226,"gmtCreate":1670816226065,"gmtModify":1676538439482,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Come on","listText":"Come on","text":"Come on","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9923174226","repostId":"1160689342","repostType":4,"repost":{"id":"1160689342","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1670799600,"share":"https://ttm.financial/m/news/1160689342?lang=&edition=fundamental","pubTime":"2022-12-12 07:00","market":"us","language":"en","title":"Inflation Data, Fed Meeting Will Set the Table for 2023: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1160689342","media":"Dow Jones","summary":"It will be an eventful week on the macro front for investors and Federal Reserve watchers. November inflation data and a monetarypolicydecision will be the highlights.On Tuesday morning, the Bureau of","content":"<html><head></head><body><p>It will be an eventful week on the macro front for investors and Federal Reserve watchers. November inflation data and a monetary policy decision will be the highlights.</p><p>On Tuesday morning, the Bureau of Labor Statistics will report the November Consumer Price Index. Economists on average are predicting the headline index to be 7.3% higher than a year earlier, compared with a 7.7% rise through October. The Core CPI, which excludes food and energy components, is forecast to be up 6.1%, versus 6.3% a month earlier.</p><p>The Federal Open Market Committee concludes a two-day meeting on Wednesday afternoon. Markets are expecting an increase of 0.5 percentage point in the fed-funds rate, to a target range of 4.25% to 4.50%, following four-straight 0.75 point hikes. The FOMC will also publish its latest Summary of Economic Projections.</p><p>Earnings highlights this week will be Oracle on Monday, Lennar on Wednesday, and Adobe on Thursday. Winnebago Industries, Darden Restaurants, and Accenture will all go on Friday.</p><p>Other economic data out this week will include the Census Bureau’s retail sales data for November on Thursday. The European Central Bank will announce a monetary policy decision on Thursday. A 0.5 percentage point hike is the consensus prediction.</p><h2>Monday 12/12</h2><p><b>Oracle reports earnings</b> for its fiscal second quarter. Analysts are looking for $1.17 per share, down from $1.21 a year ago.</p><h2>Tuesday 12/13</h2><p>Photronics, ABM Industries, Transcontinental, and PHX Minerals announce quarterly financial results.</p><p><b>The House Financial</b> Services Committee meets for an initial hearing investigating the collapse of FTX, the cryptocurrency exchange. FTX founder Sam Bankman-Fried recently told The Wall Street Journal that he couldn’t explain what happened to billions of dollars that FTX customers sent to the bank accounts of his trading firm, Alameda Research.</p><p><b>The Bureau of Labor</b> Statistics releases the consumer price index for November. Economists forecast that the CPI will show an increase of 7.3%, year over year, following a 7.7% jump in October. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.1%, compared with 6.3% in October.</p><h2>Wednesday 12/14</h2><p><b>The Federal Open Market Committee</b> concludes its final two-day meeting of the year. “The time for moderating the pace of rate increases may come as soon as the December meeting,” Chairman Jerome Powell recently said.</p><p><b>Lennar,</b> Nordson, and Trip.com report quarterly results.</p><p><b>The Bureau of Labor Statistics releases</b> its Export Price index, which is believed to have fallen 0.85% in November, after a 0.3% drop in October. Import prices are expected to be down 0.6%, after a 0.2% dip in October.</p><h2>Thursday 12/15</h2><p><b>Adobe and</b> Jabil host earnings conference calls.</p><p><b>The European Central Bank</b> begins its two-day policy meeting in Frankfurt.</p><p><b>The Philadelphia Fed</b> Index, a monthly measure of manufacturing activity, is released. Economists expect a negative 11.5 reading for December, compared with a negative 19.4 in November.</p><p><b>The Census Bureau</b> reports retail sales data for November. The consensus call is for consumer spending to be flat, month over month, while sales excluding autos are seen gaining 0.3%. Both figures rose 1.3% in October.</p><p><b>The Federal Reserve</b> releases November industrial production figures, which measure the output of factories, mines, and utilities. Expect a 0.10% seasonally adjusted rise, after a 0.10% drop in October. Manufacturing production is expected to be up 0.15%, in line with October’s increase. Capacity utilization is expected to be 79.8%, compared with 79.9% in October.</p><h2>Friday 12/16</h2><p><b>Winnebago Industries,</b> Darden Restaurants, and Accenture host earnings conference calls.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Inflation Data, Fed Meeting Will Set the Table for 2023: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInflation Data, Fed Meeting Will Set the Table for 2023: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-12-12 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It will be an eventful week on the macro front for investors and Federal Reserve watchers. November inflation data and a monetary policy decision will be the highlights.</p><p>On Tuesday morning, the Bureau of Labor Statistics will report the November Consumer Price Index. Economists on average are predicting the headline index to be 7.3% higher than a year earlier, compared with a 7.7% rise through October. The Core CPI, which excludes food and energy components, is forecast to be up 6.1%, versus 6.3% a month earlier.</p><p>The Federal Open Market Committee concludes a two-day meeting on Wednesday afternoon. Markets are expecting an increase of 0.5 percentage point in the fed-funds rate, to a target range of 4.25% to 4.50%, following four-straight 0.75 point hikes. The FOMC will also publish its latest Summary of Economic Projections.</p><p>Earnings highlights this week will be Oracle on Monday, Lennar on Wednesday, and Adobe on Thursday. Winnebago Industries, Darden Restaurants, and Accenture will all go on Friday.</p><p>Other economic data out this week will include the Census Bureau’s retail sales data for November on Thursday. The European Central Bank will announce a monetary policy decision on Thursday. A 0.5 percentage point hike is the consensus prediction.</p><h2>Monday 12/12</h2><p><b>Oracle reports earnings</b> for its fiscal second quarter. Analysts are looking for $1.17 per share, down from $1.21 a year ago.</p><h2>Tuesday 12/13</h2><p>Photronics, ABM Industries, Transcontinental, and PHX Minerals announce quarterly financial results.</p><p><b>The House Financial</b> Services Committee meets for an initial hearing investigating the collapse of FTX, the cryptocurrency exchange. FTX founder Sam Bankman-Fried recently told The Wall Street Journal that he couldn’t explain what happened to billions of dollars that FTX customers sent to the bank accounts of his trading firm, Alameda Research.</p><p><b>The Bureau of Labor</b> Statistics releases the consumer price index for November. Economists forecast that the CPI will show an increase of 7.3%, year over year, following a 7.7% jump in October. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.1%, compared with 6.3% in October.</p><h2>Wednesday 12/14</h2><p><b>The Federal Open Market Committee</b> concludes its final two-day meeting of the year. “The time for moderating the pace of rate increases may come as soon as the December meeting,” Chairman Jerome Powell recently said.</p><p><b>Lennar,</b> Nordson, and Trip.com report quarterly results.</p><p><b>The Bureau of Labor Statistics releases</b> its Export Price index, which is believed to have fallen 0.85% in November, after a 0.3% drop in October. Import prices are expected to be down 0.6%, after a 0.2% dip in October.</p><h2>Thursday 12/15</h2><p><b>Adobe and</b> Jabil host earnings conference calls.</p><p><b>The European Central Bank</b> begins its two-day policy meeting in Frankfurt.</p><p><b>The Philadelphia Fed</b> Index, a monthly measure of manufacturing activity, is released. Economists expect a negative 11.5 reading for December, compared with a negative 19.4 in November.</p><p><b>The Census Bureau</b> reports retail sales data for November. The consensus call is for consumer spending to be flat, month over month, while sales excluding autos are seen gaining 0.3%. Both figures rose 1.3% in October.</p><p><b>The Federal Reserve</b> releases November industrial production figures, which measure the output of factories, mines, and utilities. Expect a 0.10% seasonally adjusted rise, after a 0.10% drop in October. Manufacturing production is expected to be up 0.15%, in line with October’s increase. Capacity utilization is expected to be 79.8%, compared with 79.9% in October.</p><h2>Friday 12/16</h2><p><b>Winnebago Industries,</b> Darden Restaurants, and Accenture host earnings conference calls.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09961":"携程集团-S","ABM":"反导工业公司","ORCL":"甲骨文",".DJI":"道琼斯","PLAB":"福尼克斯",".IXIC":"NASDAQ Composite","ADBE":"Adobe","TCOM":"携程网",".SPX":"S&P 500 Index","LEN":"莱纳建筑公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160689342","content_text":"It will be an eventful week on the macro front for investors and Federal Reserve watchers. November inflation data and a monetary policy decision will be the highlights.On Tuesday morning, the Bureau of Labor Statistics will report the November Consumer Price Index. Economists on average are predicting the headline index to be 7.3% higher than a year earlier, compared with a 7.7% rise through October. The Core CPI, which excludes food and energy components, is forecast to be up 6.1%, versus 6.3% a month earlier.The Federal Open Market Committee concludes a two-day meeting on Wednesday afternoon. Markets are expecting an increase of 0.5 percentage point in the fed-funds rate, to a target range of 4.25% to 4.50%, following four-straight 0.75 point hikes. The FOMC will also publish its latest Summary of Economic Projections.Earnings highlights this week will be Oracle on Monday, Lennar on Wednesday, and Adobe on Thursday. Winnebago Industries, Darden Restaurants, and Accenture will all go on Friday.Other economic data out this week will include the Census Bureau’s retail sales data for November on Thursday. The European Central Bank will announce a monetary policy decision on Thursday. A 0.5 percentage point hike is the consensus prediction.Monday 12/12Oracle reports earnings for its fiscal second quarter. Analysts are looking for $1.17 per share, down from $1.21 a year ago.Tuesday 12/13Photronics, ABM Industries, Transcontinental, and PHX Minerals announce quarterly financial results.The House Financial Services Committee meets for an initial hearing investigating the collapse of FTX, the cryptocurrency exchange. FTX founder Sam Bankman-Fried recently told The Wall Street Journal that he couldn’t explain what happened to billions of dollars that FTX customers sent to the bank accounts of his trading firm, Alameda Research.The Bureau of Labor Statistics releases the consumer price index for November. Economists forecast that the CPI will show an increase of 7.3%, year over year, following a 7.7% jump in October. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.1%, compared with 6.3% in October.Wednesday 12/14The Federal Open Market Committee concludes its final two-day meeting of the year. “The time for moderating the pace of rate increases may come as soon as the December meeting,” Chairman Jerome Powell recently said.Lennar, Nordson, and Trip.com report quarterly results.The Bureau of Labor Statistics releases its Export Price index, which is believed to have fallen 0.85% in November, after a 0.3% drop in October. Import prices are expected to be down 0.6%, after a 0.2% dip in October.Thursday 12/15Adobe and Jabil host earnings conference calls.The European Central Bank begins its two-day policy meeting in Frankfurt.The Philadelphia Fed Index, a monthly measure of manufacturing activity, is released. Economists expect a negative 11.5 reading for December, compared with a negative 19.4 in November.The Census Bureau reports retail sales data for November. The consensus call is for consumer spending to be flat, month over month, while sales excluding autos are seen gaining 0.3%. Both figures rose 1.3% in October.The Federal Reserve releases November industrial production figures, which measure the output of factories, mines, and utilities. Expect a 0.10% seasonally adjusted rise, after a 0.10% drop in October. Manufacturing production is expected to be up 0.15%, in line with October’s increase. Capacity utilization is expected to be 79.8%, compared with 79.9% in October.Friday 12/16Winnebago Industries, Darden Restaurants, and Accenture host earnings conference calls.","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910077056,"gmtCreate":1663544495575,"gmtModify":1676537285515,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Another tough week&nbsp;[LOL]&nbsp;","listText":"Another tough week&nbsp;[LOL]&nbsp;","text":"Another tough week [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9910077056","repostId":"1136811023","repostType":2,"repost":{"id":"1136811023","kind":"news","pubTimestamp":1663542845,"share":"https://ttm.financial/m/news/1136811023?lang=&edition=fundamental","pubTime":"2022-09-19 07:14","market":"us","language":"en","title":"All Eyes on Another Sizable Rate Hike From the Fed: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1136811023","media":"Yahoo Finance","summary":"Markets face another hefty interest rate hike in the week ahead as policymakers continue their fight","content":"<html><head></head><body><p>Markets face another hefty interest rate hike in the week ahead as policymakers continue their fight against stubborn inflation.</p><p>Investors will be squarely focused on theFederal Reserve’s two-day meeting on Sept. 20-21, with officials expected to deliver a third-straight 75-basis-point increase to their benchmark policy rate after discussions Wednesday at 2:00 p.m. ET.</p><p>Wall Street will also take its cue from Fed Chair Jerome Powell’s speech in the aftermath of the event, along with economic projections of U.S. central bank members and the latest dot plot showing each official’s forecast for the central bank&#39;s key short-term interest rate.</p><p>“In the updated projections, we look for revisions in the direction of less growth, higher unemployment, and a higher terminal rate – yet, we expect the inflation path to remain largely unchanged,” analysts at Bank of America led by Michael Gapen wrote in a note Friday. “To our eyes, this would suggest risks of a hard landing are rising, though we expect the median member to forecast a soft landing.”</p><p>The readout of Federal Reserve expectations may determine whether markets get relief from a recent sell-off or extend sharp declines. On Friday, all three major averages logged their worst week since June. The benchmark S&amp;P 500 shed 4.7% in the week ended Sept. 16, the Dow Jones Industrial Average fell 4.1%, and the tech-heavy Nasdaq Composite tumbled 5.5%.</p><p>Hotter-than-expected inflation data earlier this month sparked a new wave of pessimism about the U.S. central bank’s rate-hiking campaign and its potential to significantly stunt economic growth.</p><p>The Consumer Price Index (CPI) in August reflected an 8.3% increase over last year and a 0.1% increase over the prior month, the Bureau of Labor Statistics reported Tuesday. Economists had expected prices to rise 8.1% over last year and fall 0.1% over last month, according to estimates from Bloomberg.</p><p>Wall Street heavyweights including Bank of America, Goldman Sachs, and Nomura have all lifted their interest rate projections immediately after the reading while raising expectations for a hard landing — a sharp downturn following a period of rapid growth.</p><p>Goldman Sachs warned on Thursday that the stock market may plunge another 26% if the Fed’s rate-hiking campaign triggered a recession.</p><p>&#34;If only a severe recession — and a sharper Fed response to deliver it — will tame inflation, then the downside to both equities and government bonds could still be substantial, even after the damage that we have already seen,&#34; Goldman said.</p><p>Elsewhere in the coming week, a lineup of housing data is on the docket, with gauges on building permits, housing starts, and existing home sales all set to be closely watched. Releases will come after mortgage rates surged past 6% last week, the highest level since November 2008, exacerbating already rampant concerns around affordability.</p><p>On the earnings calendar, results are due out from headliners including FedEx (FDX), Lennar (LEN), General Mills (GIS), Costco (COST), and Darden Restaurants (DRI).</p><p>Shares of FedEx plunged 21% on Friday –wiping out $11 billion in market value for the shipping giant in its worst single-day drop on record after the company warned of a global recession in an ugly earnings pre-announcement. FedEx also withdrew its full-year guidance, citing macroeconomic trends that have &#34;significantly worsened.&#34;</p><p>The logistic giant&#39;s messaging could be a sign of what’s to come as investors inch closer toward the next earnings season, with many strategists sounding the alarm on earnings expectations for the remainder of this year.</p><p>According to data from FactSet Research, earnings growth expectations for the S&amp;P 500 stand at an increase of 3.7% for the third quarter, down sharply from expectations of 9.8% growth at the end of June. Analysts have cut Q3 earnings expectations over the last 2-3 months for every sector in the S&amp;P 500 except energy, and seven out of 11 sectors in the index are now expected to show outright year-over-year declines in earnings, compared to only three in the second quarter.</p><p>In a note on Friday, Bank of America’s Michael Hartnett said earnings per share recession shock could be the catalyst for new market lows, pointing to FedEx’s message.</p><p>—</p><p>Economic Calendar</p><p><b>Monday:</b> <b><i>NAHB Housing Market Index</i></b>, September (47 expected, 49 during prior month)</p><p><b>Tuesday:</b> <b><i>Building permits</i></b>, August (1.605 million expected, 1.674 million during prior month, revised to 1.685 million); <b><i>Building permits</i></b>, month-over-month, August (-4.8% expected, -1.3% during prior month, revised to -0.6%); <b><i>Housing Starts</i></b>, August (1.450 million expected, 1.446 during prior month); <b><i>Housing Starts</i></b>, month-over-month, August (0.3% expected, -9.6% during prior month)</p><p><b>Wednesday:</b> <b><i>MBA Mortgage Applications</i></b>, week ended August 12 (0.2% during prior week); <b><i>Existing Home Sales</i></b>, August (4.70 million expected, 4.81 million during prior month); <b><i>Existing Home Sales</i></b>, month-over-month, August (-2.3% expected, -5.9% during prior month); <b><i>FOMC Rate Decision</i></b>(Lower Bound), September 21 (3.00% expected, 2.25% during prior month); <b><i>FOMC Rate Decision</i></b>(Upper Bound), September 21 (3.25% expected, 2.50% during prior month); <b><i>Interest on Reserve Balances Due</i></b>, September 22 (3.15% expected, 2.40% during prior month)</p><p><b>Thursday</b>: <b><i>Current Account Balance</i></b>, Q2 (-$260.8 billion expected, -$291.4 billion during prior quarter); <b><i>Initial jobless claims</i></b>, week ended September 17 (217,000 expected, 213,000 during prior week); <b><i>Continuing claims</i></b>, week ended September 10 (1.398 expected, 1.403 during prior week); <b><i>Leading Index</i></b>, August (-0.1% expected, -0.14% during prior month); <b><i>Kansas City Fed. Manufacturing Activity</i></b>, September (5 expected, 3 during prior month)</p><p><b>Friday:</b> <b><i>S&amp;P Global U.S. Manufacturing PMI</i></b>, September Preliminary (51.3 expected, 51.5 during prior month); <b><i>S&amp;P Global U.S. Services PMI</i></b>, September Preliminary (45.5 expected, 43.7 during prior month); <b><i>S&amp;P Global U.S. Manufacturing PMI</i></b>, September Preliminary (46.0 expected, 44.6 during prior month)</p><p>—</p><p><b>Earnings Calendar</b></p><p><b>Monday: AutoZone</b>(AZO)</p><p><b>Tuesday:</b> <b>Stitch Fix</b>(SFIX)</p><p><b>Wednesday:FedEx</b>(FDX),<b>Lennar</b>(LEN),<b>General Mills</b>(GIS),<b>KB Home</b>(KBH),<b>Trip.com</b>(TCOM)</p><p><b>Thursday: Costco</b>(COST),<b>Darden Restaurants</b>(DRI),<b>FactSet</b>(FDS)</p><p><b>Friday: Carnival</b>(CCL)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>All Eyes on Another Sizable Rate Hike From the Fed: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAll Eyes on Another Sizable Rate Hike From the Fed: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-19 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-week-ahead-federal-reserve-meeting-rate-hike-september-18-162530690.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets face another hefty interest rate hike in the week ahead as policymakers continue their fight against stubborn inflation.Investors will be squarely focused on theFederal Reserve’s two-day ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-week-ahead-federal-reserve-meeting-rate-hike-september-18-162530690.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/stock-market-week-ahead-federal-reserve-meeting-rate-hike-september-18-162530690.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136811023","content_text":"Markets face another hefty interest rate hike in the week ahead as policymakers continue their fight against stubborn inflation.Investors will be squarely focused on theFederal Reserve’s two-day meeting on Sept. 20-21, with officials expected to deliver a third-straight 75-basis-point increase to their benchmark policy rate after discussions Wednesday at 2:00 p.m. ET.Wall Street will also take its cue from Fed Chair Jerome Powell’s speech in the aftermath of the event, along with economic projections of U.S. central bank members and the latest dot plot showing each official’s forecast for the central bank's key short-term interest rate.“In the updated projections, we look for revisions in the direction of less growth, higher unemployment, and a higher terminal rate – yet, we expect the inflation path to remain largely unchanged,” analysts at Bank of America led by Michael Gapen wrote in a note Friday. “To our eyes, this would suggest risks of a hard landing are rising, though we expect the median member to forecast a soft landing.”The readout of Federal Reserve expectations may determine whether markets get relief from a recent sell-off or extend sharp declines. On Friday, all three major averages logged their worst week since June. The benchmark S&P 500 shed 4.7% in the week ended Sept. 16, the Dow Jones Industrial Average fell 4.1%, and the tech-heavy Nasdaq Composite tumbled 5.5%.Hotter-than-expected inflation data earlier this month sparked a new wave of pessimism about the U.S. central bank’s rate-hiking campaign and its potential to significantly stunt economic growth.The Consumer Price Index (CPI) in August reflected an 8.3% increase over last year and a 0.1% increase over the prior month, the Bureau of Labor Statistics reported Tuesday. Economists had expected prices to rise 8.1% over last year and fall 0.1% over last month, according to estimates from Bloomberg.Wall Street heavyweights including Bank of America, Goldman Sachs, and Nomura have all lifted their interest rate projections immediately after the reading while raising expectations for a hard landing — a sharp downturn following a period of rapid growth.Goldman Sachs warned on Thursday that the stock market may plunge another 26% if the Fed’s rate-hiking campaign triggered a recession.\"If only a severe recession — and a sharper Fed response to deliver it — will tame inflation, then the downside to both equities and government bonds could still be substantial, even after the damage that we have already seen,\" Goldman said.Elsewhere in the coming week, a lineup of housing data is on the docket, with gauges on building permits, housing starts, and existing home sales all set to be closely watched. Releases will come after mortgage rates surged past 6% last week, the highest level since November 2008, exacerbating already rampant concerns around affordability.On the earnings calendar, results are due out from headliners including FedEx (FDX), Lennar (LEN), General Mills (GIS), Costco (COST), and Darden Restaurants (DRI).Shares of FedEx plunged 21% on Friday –wiping out $11 billion in market value for the shipping giant in its worst single-day drop on record after the company warned of a global recession in an ugly earnings pre-announcement. FedEx also withdrew its full-year guidance, citing macroeconomic trends that have \"significantly worsened.\"The logistic giant's messaging could be a sign of what’s to come as investors inch closer toward the next earnings season, with many strategists sounding the alarm on earnings expectations for the remainder of this year.According to data from FactSet Research, earnings growth expectations for the S&P 500 stand at an increase of 3.7% for the third quarter, down sharply from expectations of 9.8% growth at the end of June. Analysts have cut Q3 earnings expectations over the last 2-3 months for every sector in the S&P 500 except energy, and seven out of 11 sectors in the index are now expected to show outright year-over-year declines in earnings, compared to only three in the second quarter.In a note on Friday, Bank of America’s Michael Hartnett said earnings per share recession shock could be the catalyst for new market lows, pointing to FedEx’s message.—Economic CalendarMonday: NAHB Housing Market Index, September (47 expected, 49 during prior month)Tuesday: Building permits, August (1.605 million expected, 1.674 million during prior month, revised to 1.685 million); Building permits, month-over-month, August (-4.8% expected, -1.3% during prior month, revised to -0.6%); Housing Starts, August (1.450 million expected, 1.446 during prior month); Housing Starts, month-over-month, August (0.3% expected, -9.6% during prior month)Wednesday: MBA Mortgage Applications, week ended August 12 (0.2% during prior week); Existing Home Sales, August (4.70 million expected, 4.81 million during prior month); Existing Home Sales, month-over-month, August (-2.3% expected, -5.9% during prior month); FOMC Rate Decision(Lower Bound), September 21 (3.00% expected, 2.25% during prior month); FOMC Rate Decision(Upper Bound), September 21 (3.25% expected, 2.50% during prior month); Interest on Reserve Balances Due, September 22 (3.15% expected, 2.40% during prior month)Thursday: Current Account Balance, Q2 (-$260.8 billion expected, -$291.4 billion during prior quarter); Initial jobless claims, week ended September 17 (217,000 expected, 213,000 during prior week); Continuing claims, week ended September 10 (1.398 expected, 1.403 during prior week); Leading Index, August (-0.1% expected, -0.14% during prior month); Kansas City Fed. Manufacturing Activity, September (5 expected, 3 during prior month)Friday: S&P Global U.S. Manufacturing PMI, September Preliminary (51.3 expected, 51.5 during prior month); S&P Global U.S. Services PMI, September Preliminary (45.5 expected, 43.7 during prior month); S&P Global U.S. Manufacturing PMI, September Preliminary (46.0 expected, 44.6 during prior month)—Earnings CalendarMonday: AutoZone(AZO)Tuesday: Stitch Fix(SFIX)Wednesday:FedEx(FDX),Lennar(LEN),General Mills(GIS),KB Home(KBH),Trip.com(TCOM)Thursday: Costco(COST),Darden Restaurants(DRI),FactSet(FDS)Friday: Carnival(CCL)","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015008637,"gmtCreate":1649386219748,"gmtModify":1676534503944,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"TSLA go TSLA","listText":"TSLA go TSLA","text":"TSLA go TSLA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015008637","repostId":"1192998917","repostType":4,"repost":{"id":"1192998917","kind":"news","pubTimestamp":1649372820,"share":"https://ttm.financial/m/news/1192998917?lang=&edition=fundamental","pubTime":"2022-04-08 07:07","market":"us","language":"en","title":"S&P 500 Ends Higher, Lifted By Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1192998917","media":"Reuters","summary":"TheS&P500 ended higher on Thursday, with Pfizer and Tesla fueling a late-session rally while investors eyed the war in Ukraine and a potentially more aggressive Federal Reserve.TeslaInc rose 1.2% and ","content":"<html><head></head><body><p>The S&amp;P500 ended higher on Thursday, with Pfizer and Tesla fueling a late-session rally while investors eyed the war in Ukraine and a potentially more aggressive Federal Reserve.</p><p>TeslaInc rose 1.2% and Microsoft Corp added 0.6%, helping lift the S&amp;P 500 and provide the Nasdaq a modest gain.</p><p>Also supporting the S&amp;P 500, Pfizer Inc jumped 4.3%after it said it would buy privately held ReViral Ltd in a deal worth as much as $525 million, its second acquisition in less than six months to boost its drug portfolio.</p><p>The S&amp;P traded at a loss for much of the day before rallying near the end of the session.</p><p>“We don&#39;t know how Ukraine is going resolve itself. We don&#39;t know how this hawkish Fed is going to impact the economy. We don&#39;t know if they can navigate a soft landing. What it equals is a whipsaw market,” said Dennis Dick, a trader at Bright Trading LLC. “If you&#39;re following trends, then you&#39;re lost in this market because all this market is is chop.”</p><p>Mega-cap growth stocks came under pressure earlier this week after comments from Fed policymakers and minutes from the central bank&#39;s March meeting suggested a rapid removal of stimulus measures put in place during the pandemic.</p><p>St. Louis Federal Reserve President James Bullard said the U.S. central bank&#39;s short-term policy rate should reach 3.5% later this year.</p><p>Minutes released on Wednesday showed that Fed officials &#34;generally agreed&#34; to cut up to $95 billion a month from the central bank&#39;s asset holdings even as the war in Ukraine tempered the first U.S. interest rate increase since 2018.</p><p>&#34;The realization for investors continues that the Fed is still not at max hawkishness and we&#39;re going to err on the side of them wanting to do more to continue to control inflation,&#34; said Anastasia Amoroso, chief investment strategist at iCapital Network, an investment marketplace firm.</p><p>Traders now see 88.9% likelihood of a 50 basis-point rate hike at the central bank&#39;s meeting next month. [IRPR]</p><p>U.S. companies will start reporting first-quarter results in the coming weeks, with banks set to kick off the season in earnest next week. Analysts on average expect S&amp;P 500 companies&#39; earnings to have grown 6.4% in the March quarter, according to I/B/E/S data from Refinitiv. That compares with over 30% growth in the prior quarter.</p><p>&#34;As we get into the heart of earnings season, I expect volatility to be very prominent,&#34; said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. &#34;We could see strong results that beat the highest expectations, but weak expectations for the next 12 months.&#34;</p><p>Among the 11 S&amp;P 500 sector indexes, real estate was among the deepest decliners, while the health sector index was among the top gainers.</p><p>Adding to cautious sentiment, Russian Foreign Minister Sergei Lavrov said Ukraine had presented Moscow with a draft peace deal that contained &#34;unacceptable&#34; elements, while the U.S. Senate voted to remove &#34;most favored nation&#34; trade status for Russia in one bill and ban oil imports in another.</p><p>Unofficially, the Dow Jones Industrial Average rose 0.25% to end at 34,583.57 points, while the S&amp;P 500 gained 0.43% to 4,500.21.</p><p>The Nasdaq Composite climbed 0.06% to 13,897.30.</p><p>With investors worried about the effect of rising interest rates, growth stocks with pricey valuations have underperformed value stocks so far in 2022.</p><p>In economic news, data showed the number of Americans filing new claims for unemployment benefits fell last week, indicating a further tightening of labor market conditions heading into the second quarter that could contribute to keeping inflation elevated.</p><p>Among other movers, HP Inc jumped 14.8% afterWarren Buffett&#39;s Berkshire Hathaway Inc disclosed it purchased nearly 121 million shares of the personal computing and printing company.</p><p>Costco Wholesale Corp rallied 4% after the retailer late on Wednesday reported a surge in March sales.</p><p>American Airlines Group Inc, Delta Air Lines Inc, Southwest Airlines Co and United Airlines Holdings Inc fell between 1.6% and 3.1% afterBarclayswarned of a recent jump in oil prices hurting first-quarter earnings.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.11-to-1 ratio; on Nasdaq, a 1.45-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 32 new 52-week highs and 26 new lows; the Nasdaq Composite recorded 45 new highs and 219 new lows.</p><p>About 11.5 billion shares changed hands in U.S. exchanges, compared with the 13.0 billion daily average over the last 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 Ends Higher, Lifted By Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 Ends Higher, Lifted By Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-08 07:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/ETFs/S%26P+500+ends+higher%2C+lifted+by+Tesla/19887649.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P500 ended higher on Thursday, with Pfizer and Tesla fueling a late-session rally while investors eyed the war in Ukraine and a potentially more aggressive Federal Reserve.TeslaInc rose 1.2% and...</p>\n\n<a href=\"https://www.streetinsider.com/ETFs/S%26P+500+ends+higher%2C+lifted+by+Tesla/19887649.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.streetinsider.com/ETFs/S%26P+500+ends+higher%2C+lifted+by+Tesla/19887649.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192998917","content_text":"The S&P500 ended higher on Thursday, with Pfizer and Tesla fueling a late-session rally while investors eyed the war in Ukraine and a potentially more aggressive Federal Reserve.TeslaInc rose 1.2% and Microsoft Corp added 0.6%, helping lift the S&P 500 and provide the Nasdaq a modest gain.Also supporting the S&P 500, Pfizer Inc jumped 4.3%after it said it would buy privately held ReViral Ltd in a deal worth as much as $525 million, its second acquisition in less than six months to boost its drug portfolio.The S&P traded at a loss for much of the day before rallying near the end of the session.“We don't know how Ukraine is going resolve itself. We don't know how this hawkish Fed is going to impact the economy. We don't know if they can navigate a soft landing. What it equals is a whipsaw market,” said Dennis Dick, a trader at Bright Trading LLC. “If you're following trends, then you're lost in this market because all this market is is chop.”Mega-cap growth stocks came under pressure earlier this week after comments from Fed policymakers and minutes from the central bank's March meeting suggested a rapid removal of stimulus measures put in place during the pandemic.St. Louis Federal Reserve President James Bullard said the U.S. central bank's short-term policy rate should reach 3.5% later this year.Minutes released on Wednesday showed that Fed officials \"generally agreed\" to cut up to $95 billion a month from the central bank's asset holdings even as the war in Ukraine tempered the first U.S. interest rate increase since 2018.\"The realization for investors continues that the Fed is still not at max hawkishness and we're going to err on the side of them wanting to do more to continue to control inflation,\" said Anastasia Amoroso, chief investment strategist at iCapital Network, an investment marketplace firm.Traders now see 88.9% likelihood of a 50 basis-point rate hike at the central bank's meeting next month. [IRPR]U.S. companies will start reporting first-quarter results in the coming weeks, with banks set to kick off the season in earnest next week. Analysts on average expect S&P 500 companies' earnings to have grown 6.4% in the March quarter, according to I/B/E/S data from Refinitiv. That compares with over 30% growth in the prior quarter.\"As we get into the heart of earnings season, I expect volatility to be very prominent,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"We could see strong results that beat the highest expectations, but weak expectations for the next 12 months.\"Among the 11 S&P 500 sector indexes, real estate was among the deepest decliners, while the health sector index was among the top gainers.Adding to cautious sentiment, Russian Foreign Minister Sergei Lavrov said Ukraine had presented Moscow with a draft peace deal that contained \"unacceptable\" elements, while the U.S. Senate voted to remove \"most favored nation\" trade status for Russia in one bill and ban oil imports in another.Unofficially, the Dow Jones Industrial Average rose 0.25% to end at 34,583.57 points, while the S&P 500 gained 0.43% to 4,500.21.The Nasdaq Composite climbed 0.06% to 13,897.30.With investors worried about the effect of rising interest rates, growth stocks with pricey valuations have underperformed value stocks so far in 2022.In economic news, data showed the number of Americans filing new claims for unemployment benefits fell last week, indicating a further tightening of labor market conditions heading into the second quarter that could contribute to keeping inflation elevated.Among other movers, HP Inc jumped 14.8% afterWarren Buffett's Berkshire Hathaway Inc disclosed it purchased nearly 121 million shares of the personal computing and printing company.Costco Wholesale Corp rallied 4% after the retailer late on Wednesday reported a surge in March sales.American Airlines Group Inc, Delta Air Lines Inc, Southwest Airlines Co and United Airlines Holdings Inc fell between 1.6% and 3.1% afterBarclayswarned of a recent jump in oil prices hurting first-quarter earnings.Declining issues outnumbered advancing ones on the NYSE by a 1.11-to-1 ratio; on Nasdaq, a 1.45-to-1 ratio favored decliners.The S&P 500 posted 32 new 52-week highs and 26 new lows; the Nasdaq Composite recorded 45 new highs and 219 new lows.About 11.5 billion shares changed hands in U.S. exchanges, compared with the 13.0 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011290177,"gmtCreate":1648866021625,"gmtModify":1676534414356,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Good to see some positivity... Great stuff","listText":"Good to see some positivity... Great stuff","text":"Good to see some positivity... Great stuff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011290177","repostId":"2224134076","repostType":4,"repost":{"id":"2224134076","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1648853352,"share":"https://ttm.financial/m/news/2224134076?lang=&edition=fundamental","pubTime":"2022-04-02 06:49","market":"us","language":"en","title":"US STOCKS-Wall St Posts Modest Gains as Jobs Report Keeps Fed Hikes on Track","url":"https://stock-news.laohu8.com/highlight/detail?id=2224134076","media":"Reuters","summary":"* Unemployment drops to 3.6% vs estimate of 3.7%* Nonfarm payrolls rose by 431,000 jobs last month* GameStop seeks share split* Dow up 0.4%, S&P 500 up 0.3%, Nasdaq up 0.3%(Reuters) - The S&P 500 rose","content":"<html><head></head><body><p>* Unemployment drops to 3.6% vs estimate of 3.7%</p><p>* Nonfarm payrolls rose by 431,000 jobs last month</p><p>* GameStop seeks share split</p><p>* Dow up 0.4%, S&amp;P 500 up 0.3%, Nasdaq up 0.3%</p><p>(Reuters) - The S&amp;P 500 rose modestly to kick off the second quarter on Friday, as the monthly jobs report indicated a strong labor market and is likely to keep the Federal Reserve on track to maintain its hawkish policy stance.</p><p>The Labor Department&#39;s employment report showed a rapid hiring pace by employers while wages continued to climb, although not enough to keep pace with inflation.</p><p>U.S. employers added 431,000 jobs in March, which was shy of the 490,000 estimate but still showed strong job gains. The unemployment rate dropped to 3.6%, a new two-year low while average hourly earnings rose 5.6% on a year-over-year basis.</p><p>The report heightened expectations that the central bank is likely to become more aggressive in raising interest rates as it seeks to curb inflation as it unwinds its easy monetary policy.</p><p>&#34;Job gains were broad, more people are going back to the office,&#34; said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.</p><p>&#34;If other data between now and the next Fed meeting stay this rosy, the Fed will likely feel comfortable hiking by 50 basis points and announcing an aggressive rundown of its balance sheet.&#34;</p><p>The Dow Jones Industrial Average rose 139.92 points, or 0.4%, to 34,818.27, the S&amp;P 500 gained 15.45 points, or 0.34%, to 4,545.86 and the Nasdaq Composite added 40.98 points, or 0.29%, to 14,261.50.</p><p>The defensive real estate, utilities and consumer staples were the best performing sectors on the day, with each rising more than 1%.</p><p>For the week, the Dow slipped 0.1%, the S&amp;P edged up 0.1% and the Nasdaq advanced 0.7%.</p><p>Expectations for a 50-basis point interest rate hike at the central bank&#39;s May meeting stand at 73.3%, according to CME&#39;s FedWatch Tool.</p><p>At its March meeting, the Fed raised rates by 25 basis 25 basis points, its first hike since 2018, and a host of central bank policymakers have indicated they are prepared for bigger rate hikes.</p><p>Chicago Federal Reserve President Charles Evans said on Friday he does not see a big risk in using &#34;some&#34; half-point rate hikes to bring borrowing costs to neutral sooner as long as the objective was not to raise rates much faster and push them higher.</p><p>Other data on Friday showed U.S. manufacturing activity unexpectedly slowed in March, although it remained firmly in expansion territory, as tight supply chains continued to put upward pressure on input prices.</p><p>In the wake of the payrolls report, U.S. Treasury yields jumped and a closely watched part of the yield curve between two-year and 10-year notes, seen by many as a reliable indicator of a recession, inverted for the third time this week.</p><p>The S&amp;P 500 closed out the first quarter on Thursday with its biggest quarterly decline since the COVID-19 pandemic in the U.S. was reaching full swing on concerns about rising prices, fueled further by the war in Ukraine, and the Fed&#39;s response could slow economic growth. However, stocks rebounded somewhat in March, as the benchmark index gained 3.6%.</p><p>April tends to be a strong month for stocks, with its last monthly decline in 2012. Ryan Detrick, chief market strategist at LPL Financial, notes that April has the best performance on average of all months since 1950.</p><p>Video game retailer <a href=\"https://laohu8.com/S/GME\">GameStop Corp</a>, part of the &#34;meme stock&#34; trading frenzy last year, gave up early gains and ended down 0.95% after announcing a plan to seek shareholder approval for a stock split.</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a> dipped 0.17% after J.P. Morgan removed the stock from its analyst &#34;focus list&#34; along with <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>, which slumped 3.81%.</p><p>Volume on U.S. exchanges was 11.45 billion shares, compared with the 13.78 billion average for the full session over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Posts Modest Gains as Jobs Report Keeps Fed Hikes on Track</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\">\nUS STOCKS-Wall St Posts Modest Gains as Jobs Report Keeps Fed Hikes on Track\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-02 06:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Unemployment drops to 3.6% vs estimate of 3.7%</p><p>* Nonfarm payrolls rose by 431,000 jobs last month</p><p>* GameStop seeks share split</p><p>* Dow up 0.4%, S&amp;P 500 up 0.3%, Nasdaq up 0.3%</p><p>(Reuters) - The S&amp;P 500 rose modestly to kick off the second quarter on Friday, as the monthly jobs report indicated a strong labor market and is likely to keep the Federal Reserve on track to maintain its hawkish policy stance.</p><p>The Labor Department&#39;s employment report showed a rapid hiring pace by employers while wages continued to climb, although not enough to keep pace with inflation.</p><p>U.S. employers added 431,000 jobs in March, which was shy of the 490,000 estimate but still showed strong job gains. The unemployment rate dropped to 3.6%, a new two-year low while average hourly earnings rose 5.6% on a year-over-year basis.</p><p>The report heightened expectations that the central bank is likely to become more aggressive in raising interest rates as it seeks to curb inflation as it unwinds its easy monetary policy.</p><p>&#34;Job gains were broad, more people are going back to the office,&#34; said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.</p><p>&#34;If other data between now and the next Fed meeting stay this rosy, the Fed will likely feel comfortable hiking by 50 basis points and announcing an aggressive rundown of its balance sheet.&#34;</p><p>The Dow Jones Industrial Average rose 139.92 points, or 0.4%, to 34,818.27, the S&amp;P 500 gained 15.45 points, or 0.34%, to 4,545.86 and the Nasdaq Composite added 40.98 points, or 0.29%, to 14,261.50.</p><p>The defensive real estate, utilities and consumer staples were the best performing sectors on the day, with each rising more than 1%.</p><p>For the week, the Dow slipped 0.1%, the S&amp;P edged up 0.1% and the Nasdaq advanced 0.7%.</p><p>Expectations for a 50-basis point interest rate hike at the central bank&#39;s May meeting stand at 73.3%, according to CME&#39;s FedWatch Tool.</p><p>At its March meeting, the Fed raised rates by 25 basis 25 basis points, its first hike since 2018, and a host of central bank policymakers have indicated they are prepared for bigger rate hikes.</p><p>Chicago Federal Reserve President Charles Evans said on Friday he does not see a big risk in using &#34;some&#34; half-point rate hikes to bring borrowing costs to neutral sooner as long as the objective was not to raise rates much faster and push them higher.</p><p>Other data on Friday showed U.S. manufacturing activity unexpectedly slowed in March, although it remained firmly in expansion territory, as tight supply chains continued to put upward pressure on input prices.</p><p>In the wake of the payrolls report, U.S. Treasury yields jumped and a closely watched part of the yield curve between two-year and 10-year notes, seen by many as a reliable indicator of a recession, inverted for the third time this week.</p><p>The S&amp;P 500 closed out the first quarter on Thursday with its biggest quarterly decline since the COVID-19 pandemic in the U.S. was reaching full swing on concerns about rising prices, fueled further by the war in Ukraine, and the Fed&#39;s response could slow economic growth. However, stocks rebounded somewhat in March, as the benchmark index gained 3.6%.</p><p>April tends to be a strong month for stocks, with its last monthly decline in 2012. Ryan Detrick, chief market strategist at LPL Financial, notes that April has the best performance on average of all months since 1950.</p><p>Video game retailer <a href=\"https://laohu8.com/S/GME\">GameStop Corp</a>, part of the &#34;meme stock&#34; trading frenzy last year, gave up early gains and ended down 0.95% after announcing a plan to seek shareholder approval for a stock split.</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a> dipped 0.17% after J.P. Morgan removed the stock from its analyst &#34;focus list&#34; along with <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>, which slumped 3.81%.</p><p>Volume on U.S. exchanges was 11.45 billion shares, compared with the 13.78 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224134076","content_text":"* Unemployment drops to 3.6% vs estimate of 3.7%* Nonfarm payrolls rose by 431,000 jobs last month* GameStop seeks share split* Dow up 0.4%, S&P 500 up 0.3%, Nasdaq up 0.3%(Reuters) - The S&P 500 rose modestly to kick off the second quarter on Friday, as the monthly jobs report indicated a strong labor market and is likely to keep the Federal Reserve on track to maintain its hawkish policy stance.The Labor Department's employment report showed a rapid hiring pace by employers while wages continued to climb, although not enough to keep pace with inflation.U.S. employers added 431,000 jobs in March, which was shy of the 490,000 estimate but still showed strong job gains. The unemployment rate dropped to 3.6%, a new two-year low while average hourly earnings rose 5.6% on a year-over-year basis.The report heightened expectations that the central bank is likely to become more aggressive in raising interest rates as it seeks to curb inflation as it unwinds its easy monetary policy.\"Job gains were broad, more people are going back to the office,\" said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.\"If other data between now and the next Fed meeting stay this rosy, the Fed will likely feel comfortable hiking by 50 basis points and announcing an aggressive rundown of its balance sheet.\"The Dow Jones Industrial Average rose 139.92 points, or 0.4%, to 34,818.27, the S&P 500 gained 15.45 points, or 0.34%, to 4,545.86 and the Nasdaq Composite added 40.98 points, or 0.29%, to 14,261.50.The defensive real estate, utilities and consumer staples were the best performing sectors on the day, with each rising more than 1%.For the week, the Dow slipped 0.1%, the S&P edged up 0.1% and the Nasdaq advanced 0.7%.Expectations for a 50-basis point interest rate hike at the central bank's May meeting stand at 73.3%, according to CME's FedWatch Tool.At its March meeting, the Fed raised rates by 25 basis 25 basis points, its first hike since 2018, and a host of central bank policymakers have indicated they are prepared for bigger rate hikes.Chicago Federal Reserve President Charles Evans said on Friday he does not see a big risk in using \"some\" half-point rate hikes to bring borrowing costs to neutral sooner as long as the objective was not to raise rates much faster and push them higher.Other data on Friday showed U.S. manufacturing activity unexpectedly slowed in March, although it remained firmly in expansion territory, as tight supply chains continued to put upward pressure on input prices.In the wake of the payrolls report, U.S. Treasury yields jumped and a closely watched part of the yield curve between two-year and 10-year notes, seen by many as a reliable indicator of a recession, inverted for the third time this week.The S&P 500 closed out the first quarter on Thursday with its biggest quarterly decline since the COVID-19 pandemic in the U.S. was reaching full swing on concerns about rising prices, fueled further by the war in Ukraine, and the Fed's response could slow economic growth. However, stocks rebounded somewhat in March, as the benchmark index gained 3.6%.April tends to be a strong month for stocks, with its last monthly decline in 2012. Ryan Detrick, chief market strategist at LPL Financial, notes that April has the best performance on average of all months since 1950.Video game retailer GameStop Corp, part of the \"meme stock\" trading frenzy last year, gave up early gains and ended down 0.95% after announcing a plan to seek shareholder approval for a stock split.Apple Inc dipped 0.17% after J.P. Morgan removed the stock from its analyst \"focus list\" along with Qualcomm, which slumped 3.81%.Volume on U.S. exchanges was 11.45 billion shares, compared with the 13.78 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098657669,"gmtCreate":1644120703704,"gmtModify":1676533892481,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Go for long term... it wont go wrong&nbsp;","listText":"Go for long term... it wont go wrong&nbsp;","text":"Go for long term... it wont go wrong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098657669","repostId":"2209347958","repostType":4,"repost":{"id":"2209347958","kind":"highlight","pubTimestamp":1644118258,"share":"https://ttm.financial/m/news/2209347958?lang=&edition=fundamental","pubTime":"2022-02-06 11:30","market":"us","language":"en","title":"These 3 Stocks Could 10x Your Money by 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=2209347958","media":"Motley Fool","summary":"Holding a diverse mix of high-quality stocks could allow your portfolio to flourish in over a decade.","content":"<html><head></head><body><p>For investors looking to create life-changing wealth, often the best way to do so is through a simple buy-and-hold strategy. For example, if you invested $10,000 in <b>Microsoft</b> 10 years ago, you would now have over $97,000 -- almost a 10x return on your money. If you can find high-quality companies and hold them relentlessly -- even through hard times and recessions -- you have the opportunity to build immense wealth for yourself.</p><p>You could employ this strategy today, kick-starting a potentially fruitful journey. <b>Nvidia</b> (NASDAQ:NVDA), <b>Doximity</b> (NYSE:DOCS), and <b>fuboTV</b> (NYSE:FUBO) have extremely large addressable markets and rock-solid competitive advantages over their competitors, and I think these companies could flourish for the next 13 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f453fa4260674c781e8037cafd380fc\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Nvidia</h2><p>As the market leader in high-performance graphics processing units (GPUs), Nvidia&#39;s chips are used in nearly everything, including gaming, full-self-driving vehicles, data centers, and even in building out the metaverse. This wide optionality and its leadership in the space have allowed the company to generate third-quarter revenue of $7.1 billion, net income of $2.5 billion, and free cash flow of $1.3 billion.</p><p>Chips are in extremely high demand right now, and this demand will only increase over the next decade as more artificial intelligence, data, and other new technologies enter the world. The majority of these systems need hundreds of chips to operate, and Nvidia is leading the pack in the production of these chips, quickly gaining market share. In the fiscal year 2019 (the calendar year 2018), the company brought in $11.7 billion in revenue, but this fiscal year, the company is expecting to bring in $26.7 billion -- representing 128% growth over that period.</p><p>This growth, however, comes at a high price. Nvidia shares trade at 69 times earnings and 78 times free cash flow, which are extremely high multiples. Nvidia&#39;s market cap is currently over $600 billion, so 10Xing over the next 13 years is not an easy feat. However,  considering how dominant the company has been in the past and how Nvidia&#39;s chips will likely play a major role in the future, the company has the potential to produce incredible returns over the next decade.</p><p>The data center market is expected to be worth $65 billion by 2026 and $54 billion for the gaming GPU market by 2025. Because Nvidia has a dominant market share in both of those industries, I wouldn&#39;t be surprised if Nvidia can continue to dominate these industries over the coming years as it becomes a staple of technology.</p><h2>Doximity</h2><p>Doximity has become the primary social media and work platform for healthcare professionals, offering them the ability to provide telehealth services, speak with patients as well as other doctors, and learn about the newest drugs and practices in their field. This has made Doximity the all-in-one app healthcare professionals need for their professional lives. As a result, over 80% of physicians and 90% of medical students are on Doximity.</p><p>Like Nvidia, Doximity trades at a high multiple of 31 times sales -- even after the company fell 58% off its all-time high. However, this extremely high multiple might be justified. Doximity has a dominant market share in the space, yet the company is growing rapidly and is profitable. In its most recent quarter, the company grew its revenue 76% year over year to $79 million, and 45% of that turned into net income for the quarter.</p><p>Doximity has little room for future growth in terms of adding users to its platform, but the expansion in the number of  advertisers on the platform -- where Doximity earns its revenue from -- has lots of potential going forward. Drug manufacturers and healthcare companies looking to hire medical professionals advertise on Doximity, and the company estimates that it has a $7.3 billion market opportunity in just growing the number of advertisers on the platform. With a total market worth $18.5 billion, there is plenty of room for the company to flourish over the next decade considering it is expecting just $327 million in full-year revenue.</p><h2>fuboTV</h2><p>One of the main reasons consumers still have their cable television is because of the inability to stream live sports or news on popular services like <b>Netflix</b>, but fubo is trying to change that. It is becoming a pure-play service that focuses specifically on streaming live sports of all kinds, and it is seeing rapid adoption because of it. In the third quarter of 2021, the company reported 945,000 subscribers -- representing growth of 108% year over year.</p><p>This is small, especially compared to other streaming stocks like Netflix, which has almost 222 million subscribers across the world. Despite this large opportunity, the company is not valued for future success. Fubo trades at just 2.4 times sales -- a rock-bottom multiple, especially for a company growing at triple-digit rates. This is low compared to streaming services like Netflix, which trades at 5.6 times sales despite slower growth.</p><p>In a Pew Research poll, 56% of Americans said they have cable television, so the trend of cutting the cord is still in full swing. If fubo can become the primary streaming service that these Americans switch to for their live TV, then fubo has an incredible opportunity to expand their customer count. With less than 1 million users today, fubo is trying to attract roughly 100 million consumers, making its market opportunity immense to say the very least. This huge growth potential could allow fubo to more than 10X if it can successfully penetrate this market, and as one of the only providers focusing on live TV, fubo looks poised to do so, which is why I think it can 10X from here by 2035.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 3 Stocks Could 10x Your Money by 2035</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 3 Stocks Could 10x Your Money by 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-06 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/05/these-3-stocks-could-10x-your-money-by-2035/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For investors looking to create life-changing wealth, often the best way to do so is through a simple buy-and-hold strategy. For example, if you invested $10,000 in Microsoft 10 years ago, you would ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/05/these-3-stocks-could-10x-your-money-by-2035/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4524":"宅经济概念","BK4167":"医疗保健技术","BK4543":"AI","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","NVDA":"英伟达","DOCS":"Doximity, Inc.","BK4539":"次新股","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4108":"电影和娱乐","NFLX":"奈飞","BK4507":"流媒体概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","FUBO":"fuboTV Inc.","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"source_url":"https://www.fool.com/investing/2022/02/05/these-3-stocks-could-10x-your-money-by-2035/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209347958","content_text":"For investors looking to create life-changing wealth, often the best way to do so is through a simple buy-and-hold strategy. For example, if you invested $10,000 in Microsoft 10 years ago, you would now have over $97,000 -- almost a 10x return on your money. If you can find high-quality companies and hold them relentlessly -- even through hard times and recessions -- you have the opportunity to build immense wealth for yourself.You could employ this strategy today, kick-starting a potentially fruitful journey. Nvidia (NASDAQ:NVDA), Doximity (NYSE:DOCS), and fuboTV (NYSE:FUBO) have extremely large addressable markets and rock-solid competitive advantages over their competitors, and I think these companies could flourish for the next 13 years.Image source: Getty Images.NvidiaAs the market leader in high-performance graphics processing units (GPUs), Nvidia's chips are used in nearly everything, including gaming, full-self-driving vehicles, data centers, and even in building out the metaverse. This wide optionality and its leadership in the space have allowed the company to generate third-quarter revenue of $7.1 billion, net income of $2.5 billion, and free cash flow of $1.3 billion.Chips are in extremely high demand right now, and this demand will only increase over the next decade as more artificial intelligence, data, and other new technologies enter the world. The majority of these systems need hundreds of chips to operate, and Nvidia is leading the pack in the production of these chips, quickly gaining market share. In the fiscal year 2019 (the calendar year 2018), the company brought in $11.7 billion in revenue, but this fiscal year, the company is expecting to bring in $26.7 billion -- representing 128% growth over that period.This growth, however, comes at a high price. Nvidia shares trade at 69 times earnings and 78 times free cash flow, which are extremely high multiples. Nvidia's market cap is currently over $600 billion, so 10Xing over the next 13 years is not an easy feat. However,  considering how dominant the company has been in the past and how Nvidia's chips will likely play a major role in the future, the company has the potential to produce incredible returns over the next decade.The data center market is expected to be worth $65 billion by 2026 and $54 billion for the gaming GPU market by 2025. Because Nvidia has a dominant market share in both of those industries, I wouldn't be surprised if Nvidia can continue to dominate these industries over the coming years as it becomes a staple of technology.DoximityDoximity has become the primary social media and work platform for healthcare professionals, offering them the ability to provide telehealth services, speak with patients as well as other doctors, and learn about the newest drugs and practices in their field. This has made Doximity the all-in-one app healthcare professionals need for their professional lives. As a result, over 80% of physicians and 90% of medical students are on Doximity.Like Nvidia, Doximity trades at a high multiple of 31 times sales -- even after the company fell 58% off its all-time high. However, this extremely high multiple might be justified. Doximity has a dominant market share in the space, yet the company is growing rapidly and is profitable. In its most recent quarter, the company grew its revenue 76% year over year to $79 million, and 45% of that turned into net income for the quarter.Doximity has little room for future growth in terms of adding users to its platform, but the expansion in the number of  advertisers on the platform -- where Doximity earns its revenue from -- has lots of potential going forward. Drug manufacturers and healthcare companies looking to hire medical professionals advertise on Doximity, and the company estimates that it has a $7.3 billion market opportunity in just growing the number of advertisers on the platform. With a total market worth $18.5 billion, there is plenty of room for the company to flourish over the next decade considering it is expecting just $327 million in full-year revenue.fuboTVOne of the main reasons consumers still have their cable television is because of the inability to stream live sports or news on popular services like Netflix, but fubo is trying to change that. It is becoming a pure-play service that focuses specifically on streaming live sports of all kinds, and it is seeing rapid adoption because of it. In the third quarter of 2021, the company reported 945,000 subscribers -- representing growth of 108% year over year.This is small, especially compared to other streaming stocks like Netflix, which has almost 222 million subscribers across the world. Despite this large opportunity, the company is not valued for future success. Fubo trades at just 2.4 times sales -- a rock-bottom multiple, especially for a company growing at triple-digit rates. This is low compared to streaming services like Netflix, which trades at 5.6 times sales despite slower growth.In a Pew Research poll, 56% of Americans said they have cable television, so the trend of cutting the cord is still in full swing. If fubo can become the primary streaming service that these Americans switch to for their live TV, then fubo has an incredible opportunity to expand their customer count. With less than 1 million users today, fubo is trying to attract roughly 100 million consumers, making its market opportunity immense to say the very least. This huge growth potential could allow fubo to more than 10X if it can successfully penetrate this market, and as one of the only providers focusing on live TV, fubo looks poised to do so, which is why I think it can 10X from here by 2035.","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170371312,"gmtCreate":1626408423936,"gmtModify":1703759595147,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Yes zero inflation pls!","listText":"Yes zero inflation pls!","text":"Yes zero inflation pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/170371312","repostId":"1143141411","repostType":4,"repost":{"id":"1143141411","kind":"news","pubTimestamp":1626407497,"share":"https://ttm.financial/m/news/1143141411?lang=&edition=fundamental","pubTime":"2021-07-16 11:51","market":"us","language":"en","title":"\"Everything Will Go To Zero\" - Macquarie Strategist Envisions Era Of Tech-Driven Deflation","url":"https://stock-news.laohu8.com/highlight/detail?id=1143141411","media":"zerohedge","summary":"With the latest CPI numbers stoking interest in the \"transitory\" vs. \"not-so-transitory\" inflation d","content":"<p>With the latest CPI numbers stoking interest in the \"transitory\" vs. \"not-so-transitory\" inflation debate, it's perhaps fitting that the latestMacroVoicesinterview featured Macquarie global equities strategist Viktor Shvets, who explained why he believes the world is entering a new era where the deflationary pressures produced by technology-induced improvements in productivity will create a \"race to zero\" that will see prices continue to fall.</p>\n<p>However, Shvets believes that over the next 10 to 20 years, inflation and deflation will act more like opposite sides of a pendulum that occasionally swings back and forth.</p>\n<p>On the inflationary side, one new development is the dominance of fiscal policy over monetary policy in terms of their impact on the market. An innovation inspired by COVID-19 that Shvetz expects will increasingly become the norm in the US. As the younger generation embraces \"socialism\", the US government will likely increasingly pay for medicine and even a universal basic income for those who don't work (and perhaps even for those who do).</p>\n<p>ust this week, the Biden Administration introduced new handouts for families with young children.</p>\n<blockquote>\n And the third element is a deglobalization and localization that's going to continue to strengthen. \n <b>So what you have in the next 10 to 20 years, two very powerful forces are going to struggle. One is very strong, long term disinflationary force, which ultimately is going to win.</b>And the other one is more inflation created from various things we're going to do over the next 10 to 20 years. Now, the interesting question, Erik is who is going to decide whether inflation or disinflation wins at any given point in time? Now, my personal view for quite some time has been that private sector will never walk again on this system.\n</blockquote>\n<p>While Shvetz doesn't believe in systematic inflation, he believes in systematic disinflation.</p>\n<p>The reason is that technology has turbocharged the spirit of competition. And the same deflationary forces that gave us free music, free equity trades and free digital news will soon get to work on other aspects of the economy, until prices are falling on nearly all goods and services.</p>\n<blockquote>\n So if one agrees with me, that cost of capital must fall forever, then it's like pouring a kerosene on a bonfire of technological age. And what technology does incredibly well is reducing marginal pricing power of both labor and capital, and corporates, and brands. And so what happens over time, those reduction in marginal pricing power converges into average pricing power, which also declines. \n <b>And eventually, almost everything becomes free. There is no prices, just like information today is almost entirely free.</b>Just like publications today, almost entirely free, just like trading on the New York Stock Exchange quite, not quite, but almost entirely free. Just like a lot of music is almost entirely free. So we already have massively reduced marginal pricing power in a lot of industries. We've already reduced marginal pricing power of labor.\n</blockquote>\n<p>Shvetz even cited research from McKinsey and others to justify his \"everything goes to zero\" thesis about long-term price deflation.</p>\n<blockquote>\n That's why McKinsey in their review, was estimating that the impact of information age could be 3000 times the impact of industrial age. In other words, much broader and much faster, 300 times broader, 10 times faster. And so when I say everything goes to zero, eventually, the productivity growth rates will be so high, that there will be no need to value any of that stuff. And the economists are not going to function the same way as I've done over the last two or 300 years.\n</blockquote>\n<p>Moving on to a discussion of contemporary markets, Townsend asked Shvetz for his view on interest rates. Is the only rational direction for Treasury yields higher? To this, Shvetz offered a detail answer grounded in history. As government debt burdens have soared, the only way forward for central banks is to follow the BoJ and artificially repress yields as central banks buy up the entire market.</p>\n<blockquote>\n Well, it reminds me what people were saying about Japan. Remember in 1990s and early 2000. The view was that if God forbid Japan ever ignites inflation, they immediately go bankrupt because the government will be spending 50, 60, 70% of their budget just servicing the debt. Now, how much do you think Japanese Government today is spending on servicing debt 4%. Not 50, not 40, not 80, 4%. And the debt burden is much, much larger than what it used to be. Now a lot of people say, well, you know, Japan is unique.\n</blockquote>\n<blockquote>\n <b>Okay, let's look at Eurozone. How unique is Eurozone? Look at the UK? How unique is the United Kingdom? And if you think of the US.</b>One of the things that is becoming very clear, is that what happened in Japan since early 90s. What happened in Eurozone since global financial crisis over the last five or six years started to happen in the US as well. \n <b>And a basic sort of signal that the US is sending now, just like the other economies do, it's not about supply of money.</b>It's about demand for money. It's not about supply of credit.I\n</blockquote>\n<blockquote>\n t's about demand for credit. And increasingly, the more we leverage, the more we financialize, the more we erode marginal demand for credit. Now, what that implies is that interest rates not only they cannot go up, but they will not go up. And by the way, if they do, remember, we always have perpetuals, which have no value at all, because they're never redeemable.\n</blockquote>\n<blockquote>\n On the horizon, we have MMT or modern monetary theory. We already have BoJ. Remember the has been monetizing more debt that the Government of Japan has been issuing. That's why they're sitting on 50 to 53% of JGB market. Eventually, you don't need the JGB market at some point in time.\n</blockquote>\n<p>Echoing a pointmade by Jeffrey Gundlach, Shvetz points to the fact that on top of its burgeoning debt, the US also has hundreds of billions of dollars in unfunded liabilities.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"Everything Will Go To Zero\" - Macquarie Strategist Envisions Era Of Tech-Driven Deflation</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\">\n\"Everything Will Go To Zero\" - Macquarie Strategist Envisions Era Of Tech-Driven Deflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/economics/everything-will-go-zero-macquarie-strategist-envisions-era-tech-driven-deflation><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With the latest CPI numbers stoking interest in the \"transitory\" vs. \"not-so-transitory\" inflation debate, it's perhaps fitting that the latestMacroVoicesinterview featured Macquarie global equities ...</p>\n\n<a href=\"https://www.zerohedge.com/economics/everything-will-go-zero-macquarie-strategist-envisions-era-tech-driven-deflation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/economics/everything-will-go-zero-macquarie-strategist-envisions-era-tech-driven-deflation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143141411","content_text":"With the latest CPI numbers stoking interest in the \"transitory\" vs. \"not-so-transitory\" inflation debate, it's perhaps fitting that the latestMacroVoicesinterview featured Macquarie global equities strategist Viktor Shvets, who explained why he believes the world is entering a new era where the deflationary pressures produced by technology-induced improvements in productivity will create a \"race to zero\" that will see prices continue to fall.\nHowever, Shvets believes that over the next 10 to 20 years, inflation and deflation will act more like opposite sides of a pendulum that occasionally swings back and forth.\nOn the inflationary side, one new development is the dominance of fiscal policy over monetary policy in terms of their impact on the market. An innovation inspired by COVID-19 that Shvetz expects will increasingly become the norm in the US. As the younger generation embraces \"socialism\", the US government will likely increasingly pay for medicine and even a universal basic income for those who don't work (and perhaps even for those who do).\nust this week, the Biden Administration introduced new handouts for families with young children.\n\n And the third element is a deglobalization and localization that's going to continue to strengthen. \n So what you have in the next 10 to 20 years, two very powerful forces are going to struggle. One is very strong, long term disinflationary force, which ultimately is going to win.And the other one is more inflation created from various things we're going to do over the next 10 to 20 years. Now, the interesting question, Erik is who is going to decide whether inflation or disinflation wins at any given point in time? Now, my personal view for quite some time has been that private sector will never walk again on this system.\n\nWhile Shvetz doesn't believe in systematic inflation, he believes in systematic disinflation.\nThe reason is that technology has turbocharged the spirit of competition. And the same deflationary forces that gave us free music, free equity trades and free digital news will soon get to work on other aspects of the economy, until prices are falling on nearly all goods and services.\n\n So if one agrees with me, that cost of capital must fall forever, then it's like pouring a kerosene on a bonfire of technological age. And what technology does incredibly well is reducing marginal pricing power of both labor and capital, and corporates, and brands. And so what happens over time, those reduction in marginal pricing power converges into average pricing power, which also declines. \n And eventually, almost everything becomes free. There is no prices, just like information today is almost entirely free.Just like publications today, almost entirely free, just like trading on the New York Stock Exchange quite, not quite, but almost entirely free. Just like a lot of music is almost entirely free. So we already have massively reduced marginal pricing power in a lot of industries. We've already reduced marginal pricing power of labor.\n\nShvetz even cited research from McKinsey and others to justify his \"everything goes to zero\" thesis about long-term price deflation.\n\n That's why McKinsey in their review, was estimating that the impact of information age could be 3000 times the impact of industrial age. In other words, much broader and much faster, 300 times broader, 10 times faster. And so when I say everything goes to zero, eventually, the productivity growth rates will be so high, that there will be no need to value any of that stuff. And the economists are not going to function the same way as I've done over the last two or 300 years.\n\nMoving on to a discussion of contemporary markets, Townsend asked Shvetz for his view on interest rates. Is the only rational direction for Treasury yields higher? To this, Shvetz offered a detail answer grounded in history. As government debt burdens have soared, the only way forward for central banks is to follow the BoJ and artificially repress yields as central banks buy up the entire market.\n\n Well, it reminds me what people were saying about Japan. Remember in 1990s and early 2000. The view was that if God forbid Japan ever ignites inflation, they immediately go bankrupt because the government will be spending 50, 60, 70% of their budget just servicing the debt. Now, how much do you think Japanese Government today is spending on servicing debt 4%. Not 50, not 40, not 80, 4%. And the debt burden is much, much larger than what it used to be. Now a lot of people say, well, you know, Japan is unique.\n\n\nOkay, let's look at Eurozone. How unique is Eurozone? Look at the UK? How unique is the United Kingdom? And if you think of the US.One of the things that is becoming very clear, is that what happened in Japan since early 90s. What happened in Eurozone since global financial crisis over the last five or six years started to happen in the US as well. \n And a basic sort of signal that the US is sending now, just like the other economies do, it's not about supply of money.It's about demand for money. It's not about supply of credit.I\n\n\n t's about demand for credit. And increasingly, the more we leverage, the more we financialize, the more we erode marginal demand for credit. Now, what that implies is that interest rates not only they cannot go up, but they will not go up. And by the way, if they do, remember, we always have perpetuals, which have no value at all, because they're never redeemable.\n\n\n On the horizon, we have MMT or modern monetary theory. We already have BoJ. Remember the has been monetizing more debt that the Government of Japan has been issuing. That's why they're sitting on 50 to 53% of JGB market. Eventually, you don't need the JGB market at some point in time.\n\nEchoing a pointmade by Jeffrey Gundlach, Shvetz points to the fact that on top of its burgeoning debt, the US also has hundreds of billions of dollars in unfunded liabilities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956542813,"gmtCreate":1674089724633,"gmtModify":1676538922601,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"This is sad. I think she is one of the best leaders in the world.","listText":"This is sad. I think she is one of the best leaders in the world.","text":"This is sad. I think she is one of the best leaders in the world.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9956542813","repostId":"1163648102","repostType":4,"repost":{"id":"1163648102","kind":"news","pubTimestamp":1674093400,"share":"https://ttm.financial/m/news/1163648102?lang=&edition=fundamental","pubTime":"2023-01-19 09:56","market":"nz","language":"en","title":"New Zealand Prime Minister Ardern Announces Shock Resignation","url":"https://stock-news.laohu8.com/highlight/detail?id=1163648102","media":"Bloomberg","summary":"Ardern says she doesn’t have energy needed to seek re-electionDeputy Grant Robertson won’t seek Labo","content":"<html><head></head><body><ul><li>Ardern says she doesn’t have energy needed to seek re-election</li><li>Deputy Grant Robertson won’t seek Labour Party leadership</li></ul><p>New Zealand Prime Minister Jacinda Ardern announced she is stepping down in a shock resignation ahead of a general election later this year.</p><p>Ardern, 42, doesn’t have the energy or inspiration to seek re-election, she told reporters Thursday in Napier where her Labour Party is holding a caucus meeting. She named the election date as Oct. 14.</p><p>“I have given my absolute all to being prime minister but it has also taken a lot out of me,” she said. “You cannot and should not do the job unless you have a full tank, plus a bit in reserve for those unplanned and unexpected challenges that inevitably come along. Having reflected over summer I know I no longer have that bit extra in the tank to do the job justice. It’s that simple.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3554cb3d105436248a2564a8e136d02f\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/><span>Jacinda Ardern Photographer: Kerry Marshall/Getty Images</span></p><p>The unexpected announcement brings the curtain down on a stunning political career that saw Ardern become the world’s youngest female leader when, then aged 37, she led Labour to power at the 2017 election. It comes as she faced an uphill battle to win a third term in office, with Labour trailing the opposition National Party in opinion polls.</p><p>The Labour caucus will vote on a new leader on Jan. 22, with the winner needing two-thirds support. If no-one has that, the contest will go to the wider party membership. It is expected that process will conclude no later than Feb. 7, Ardern said. Deputy Prime Minister and Finance Minister Grant Robertson, a close ally of Ardern’s, said he will not seek the leadership.</p><h2>Crisis Manager</h2><p>Ardern said she believes Labour can and will win the election.</p><p>“Labour will be standing on our strong record of progress,” she said. “I’m incredibly proud of what we have achieved over these two terms. We are a strong, experienced and effective team that has successfully steered New Zealand through the greatest challenges our country has faced in decades.”</p><p>Ardern will be remembered as an extraordinary crisis manager.</p><p>After an extremist went on a shooting spree at two mosques in the South Island city of Christchurch in March 2019, killing 51 and injuring dozens more, an image of Ardern wearing a headscarf as she mourned with families of the victims went around the world and helped to ease outrage in Muslim nations.</p><p>She immediately reformed gun laws, banning the semi-automatic weapons used in the attack.</p><p>Her brand of decisive, empathetic leadership was again on display when a volcano off the New Zealand coast erupted in December 2019, killing 22 people and injuring dozens, many of them tourists.</p><p>Her initial handling of the coronavirus pandemic also stood out.</p><p>Ardern put the country into one of the strictest lockdowns in the world to eliminate community transmission of the virus and allow a much quicker return to normality.</p><p>That success saw her ride a wave of popularity to a resounding election victory in 2020, with Labour securing the first outright majority in parliament since the introduction of proportional representation in 1996.</p><p>But since then her star has waned in New Zealand as voters turned their focus on the soaring cost of living and darkening economic outlook. The central bank is forecasting as recession this year as it hikes interest rates at record pace to regain control of inflation.</p><p>A 1News/Kantar poll published last month showed Labour on 33% support, five points behind National on 38%. National’s ally the ACT Party had 11% support, which would give the pair a parliamentary majority if the results were replicated at the election.</p><p>Ardern said she will remain a member of parliament until April to avoid a by-election.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>New Zealand Prime Minister Ardern Announces Shock Resignation</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\">\nNew Zealand Prime Minister Ardern Announces Shock Resignation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-19 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-19/new-zealand-s-ardern-announces-resignation-as-prime-minister?leadSource=uverify%20wall><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ardern says she doesn’t have energy needed to seek re-electionDeputy Grant Robertson won’t seek Labour Party leadershipNew Zealand Prime Minister Jacinda Ardern announced she is stepping down in a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-19/new-zealand-s-ardern-announces-resignation-as-prime-minister?leadSource=uverify%20wall\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2023-01-19/new-zealand-s-ardern-announces-resignation-as-prime-minister?leadSource=uverify%20wall","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163648102","content_text":"Ardern says she doesn’t have energy needed to seek re-electionDeputy Grant Robertson won’t seek Labour Party leadershipNew Zealand Prime Minister Jacinda Ardern announced she is stepping down in a shock resignation ahead of a general election later this year.Ardern, 42, doesn’t have the energy or inspiration to seek re-election, she told reporters Thursday in Napier where her Labour Party is holding a caucus meeting. She named the election date as Oct. 14.“I have given my absolute all to being prime minister but it has also taken a lot out of me,” she said. “You cannot and should not do the job unless you have a full tank, plus a bit in reserve for those unplanned and unexpected challenges that inevitably come along. Having reflected over summer I know I no longer have that bit extra in the tank to do the job justice. It’s that simple.”Jacinda Ardern Photographer: Kerry Marshall/Getty ImagesThe unexpected announcement brings the curtain down on a stunning political career that saw Ardern become the world’s youngest female leader when, then aged 37, she led Labour to power at the 2017 election. It comes as she faced an uphill battle to win a third term in office, with Labour trailing the opposition National Party in opinion polls.The Labour caucus will vote on a new leader on Jan. 22, with the winner needing two-thirds support. If no-one has that, the contest will go to the wider party membership. It is expected that process will conclude no later than Feb. 7, Ardern said. Deputy Prime Minister and Finance Minister Grant Robertson, a close ally of Ardern’s, said he will not seek the leadership.Crisis ManagerArdern said she believes Labour can and will win the election.“Labour will be standing on our strong record of progress,” she said. “I’m incredibly proud of what we have achieved over these two terms. We are a strong, experienced and effective team that has successfully steered New Zealand through the greatest challenges our country has faced in decades.”Ardern will be remembered as an extraordinary crisis manager.After an extremist went on a shooting spree at two mosques in the South Island city of Christchurch in March 2019, killing 51 and injuring dozens more, an image of Ardern wearing a headscarf as she mourned with families of the victims went around the world and helped to ease outrage in Muslim nations.She immediately reformed gun laws, banning the semi-automatic weapons used in the attack.Her brand of decisive, empathetic leadership was again on display when a volcano off the New Zealand coast erupted in December 2019, killing 22 people and injuring dozens, many of them tourists.Her initial handling of the coronavirus pandemic also stood out.Ardern put the country into one of the strictest lockdowns in the world to eliminate community transmission of the virus and allow a much quicker return to normality.That success saw her ride a wave of popularity to a resounding election victory in 2020, with Labour securing the first outright majority in parliament since the introduction of proportional representation in 1996.But since then her star has waned in New Zealand as voters turned their focus on the soaring cost of living and darkening economic outlook. The central bank is forecasting as recession this year as it hikes interest rates at record pace to regain control of inflation.A 1News/Kantar poll published last month showed Labour on 33% support, five points behind National on 38%. National’s ally the ACT Party had 11% support, which would give the pair a parliamentary majority if the results were replicated at the election.Ardern said she will remain a member of parliament until April to avoid a by-election.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092947778719330","authorId":"4092947778719330","name":"taco45","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4092947778719330","authorIdStr":"4092947778719330"},"content":"yikes...I would say the opposite. Unfortunately countless empty promises and many living in poverty. I see many young families in my community in severe financial hardship, they can barely afford food. I don't want to blame her, but her and her parties decision have played an important role in this. Many people are going to Australia for a better life....double the wages and half.the living cost.","text":"yikes...I would say the opposite. Unfortunately countless empty promises and many living in poverty. I see many young families in my community in severe financial hardship, they can barely afford food. I don't want to blame her, but her and her parties decision have played an important role in this. Many people are going to Australia for a better life....double the wages and half.the living cost.","html":"yikes...I would say the opposite. Unfortunately countless empty promises and many living in poverty. I see many young families in my community in severe financial hardship, they can barely afford food. I don't want to blame her, but her and her parties decision have played an important role in this. Many people are going to Australia for a better life....double the wages and half.the living cost."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958764280,"gmtCreate":1673830099241,"gmtModify":1676538890532,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"RIP","listText":"RIP","text":"RIP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958764280","repostId":"1173773008","repostType":4,"repost":{"id":"1173773008","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673837089,"share":"https://ttm.financial/m/news/1173773008?lang=&edition=fundamental","pubTime":"2023-01-16 10:44","market":"us","language":"en","title":"Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1173773008","media":"Tiger Newspress","summary":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take n","content":"<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality. MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023</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\">\nReminder: U.S. Market is Closed for Martin Luther King Day on Monday, Jan.16, 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-16 10:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/b7e7bd8e1185d50c2f408c41e4b734d9\" tg-width=\"500\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><h3>Background</h3><p>Martin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.</p><p>Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.</p><p>He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.</p><p>Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality. MLK&#39;s &#34;I Have A Dream&#34; speech that influences peace and equality.</p><p>It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.</p><p>He was also the youngest person to receive the Noble Peace Prize in 1964.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173773008","content_text":"Martin Luther King Day has arrived. The U.S. market is closed on Monday, Jan.16, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.BackgroundMartin Luther King Day, or Martin Luther King Jr. Day, is observed on the third Monday of January every year.Martin Luther King Day is held in honor of Martin Luther King Jr., the famous civil rights leader who was born in 1929.He organized the popular march on Washington for jobs and freedom to highlight the daily struggles of African Americans in 1963 with the support of various civil rights and religious groups.Almost over 25,000 people took part in this protest and it ended at the Lincoln Memorial where the crowd gathered to listen to MLK's \"I Have A Dream\" speech that influences peace and equality. MLK's \"I Have A Dream\" speech that influences peace and equality.It contributed to the passing of the Civil Rights Act of 1964, outlawing discrimination based on color, religion, sex, or national origin.He was also the youngest person to receive the Noble Peace Prize in 1964.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980554595,"gmtCreate":1665789094217,"gmtModify":1676537663520,"author":{"id":"3568957285760850","authorId":"3568957285760850","name":"Greg2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568957285760850","authorIdStr":"3568957285760850"},"themes":[],"htmlText":"Brace","listText":"Brace","text":"Brace","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9980554595","repostId":"2275952060","repostType":2,"repost":{"id":"2275952060","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1665788512,"share":"https://ttm.financial/m/news/2275952060?lang=&edition=fundamental","pubTime":"2022-10-15 07:01","market":"us","language":"en","title":"US STOCKS-Wall St Drops As Consumer Data Stokes Inflation Worry","url":"https://stock-news.laohu8.com/highlight/detail?id=2275952060","media":"Reuters","summary":"* JPM reports higher-than-expected Q3 profit* S&P 500, Nasdaq post weekly declines* U.S. consumer se","content":"<html><head></head><body><p>* JPM reports higher-than-expected Q3 profit</p><p>* S&amp;P 500, Nasdaq post weekly declines</p><p>* U.S. consumer sentiment edges up October; inflation ests. worsen</p><p>* Dow down 1.34%, S&amp;P 500 down 2.37%, Nasdaq down 3.08%</p><p>NEW YORK, Oct 14 (Reuters) - U.S. stocks dropped on Friday as worsening inflation expectations kept intact worries that the Federal Reserve&#39;s aggressive rate hike path could trigger a recession, while investors digested the early stages of earnings season.</p><p>In the last session of a volatile week, equities opened higher, then reversed course after data from the University of Michigan showed consumer sentiment improved in October but inflation expectations worsened as gasoline prices moved higher. Retail sales data also indicated resilience among consumers.</p><p>&#34;The main thrust for the market right now is higher interest rates, higher inflation and the Fed is going to continue to move its fed funds target higher,&#34; said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan.</p><p>&#34;The narrative that we’ve seen peak inflation is not evident yet and that’s depressing the market.&#34;</p><p>On Thursday, a reading on consumer prices (CPI) showed inflation remained stubbornly high.</p><p>Fed officials have been largely in sync when commenting on the need to raise rates and St. Louis Fed President James Bullard said in a Reuters interview the recent CPI data warrants a continued &#34;frontloading&#34; through larger three-quarter-percentage point steps, although that does not necessarily mean rates need to be raised above the central bank&#39;s most recent projections.</p><p>The Dow Jones Industrial Average fell 403.89 points, or 1.34%, to 29,634.83, the S&amp;P 500 lost 86.84 points, or 2.37%, to 3,583.07 and the Nasdaq Composite dropped 327.76 points, or 3.08%, to 10,321.39.</p><p>Friday&#39;s decline marked the 37th time the S&amp;P 500 recorded a gain or loss of at least 2% compared with only seven such session in all of 2021. For the week, the Dow gained 1.15%, the S&amp;P 500 lost 1.56% and the Nasdaq fell 3.11%.</p><p>Corporate earnings season started to pick up steam and helped the bank index, which posted a narrow 0.03% gain after quarterly results from JPMorgan Chase &amp; Co, up 1.66%, Citigroup Inc, up 0.65%, and Wells Fargo &amp; Co, up 1.86%, boosted the shares of each.</p><p>&#34;The message I got from them is things are looking pretty good from an economic perspective despite the challenges but they increased loan-loss reserves just in anticipation that you are going to see some more slowing,&#34; said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.</p><p>UnitedHealth gained 0.63% as one of only three Dow components to move higher on the day after the health insurer posted better-than-expected quarterly results while raising its annual forecast.</p><p>Analysts now expect third-quarter profits for S&amp;P 500 companies to have risen just 3.6% from a year ago, much lower than an 11.1% increase expected at the start of July, according to Refinitiv data.</p><p>Kroger Co shares dropped 7.32% after the supermarket chain said it would buy smaller rival Albertsons Companies Inc in a $24.6 billion deal.</p><p>Tesla Inc slumped 7.55% following media reports that the electric vehicle maker has put on hold plans to launch battery cell production at its plant outside Berlin due to technical issues.</p><p>Volume on U.S. exchanges was 10.88 billion shares, compared with the 11.48 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.87-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 5 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 71 new highs and 235 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Drops As Consumer Data Stokes Inflation Worry</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\">\nUS STOCKS-Wall St Drops As Consumer Data Stokes Inflation Worry\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-10-15 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* JPM reports higher-than-expected Q3 profit</p><p>* S&amp;P 500, Nasdaq post weekly declines</p><p>* U.S. consumer sentiment edges up October; inflation ests. worsen</p><p>* Dow down 1.34%, S&amp;P 500 down 2.37%, Nasdaq down 3.08%</p><p>NEW YORK, Oct 14 (Reuters) - U.S. stocks dropped on Friday as worsening inflation expectations kept intact worries that the Federal Reserve&#39;s aggressive rate hike path could trigger a recession, while investors digested the early stages of earnings season.</p><p>In the last session of a volatile week, equities opened higher, then reversed course after data from the University of Michigan showed consumer sentiment improved in October but inflation expectations worsened as gasoline prices moved higher. Retail sales data also indicated resilience among consumers.</p><p>&#34;The main thrust for the market right now is higher interest rates, higher inflation and the Fed is going to continue to move its fed funds target higher,&#34; said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan.</p><p>&#34;The narrative that we’ve seen peak inflation is not evident yet and that’s depressing the market.&#34;</p><p>On Thursday, a reading on consumer prices (CPI) showed inflation remained stubbornly high.</p><p>Fed officials have been largely in sync when commenting on the need to raise rates and St. Louis Fed President James Bullard said in a Reuters interview the recent CPI data warrants a continued &#34;frontloading&#34; through larger three-quarter-percentage point steps, although that does not necessarily mean rates need to be raised above the central bank&#39;s most recent projections.</p><p>The Dow Jones Industrial Average fell 403.89 points, or 1.34%, to 29,634.83, the S&amp;P 500 lost 86.84 points, or 2.37%, to 3,583.07 and the Nasdaq Composite dropped 327.76 points, or 3.08%, to 10,321.39.</p><p>Friday&#39;s decline marked the 37th time the S&amp;P 500 recorded a gain or loss of at least 2% compared with only seven such session in all of 2021. For the week, the Dow gained 1.15%, the S&amp;P 500 lost 1.56% and the Nasdaq fell 3.11%.</p><p>Corporate earnings season started to pick up steam and helped the bank index, which posted a narrow 0.03% gain after quarterly results from JPMorgan Chase &amp; Co, up 1.66%, Citigroup Inc, up 0.65%, and Wells Fargo &amp; Co, up 1.86%, boosted the shares of each.</p><p>&#34;The message I got from them is things are looking pretty good from an economic perspective despite the challenges but they increased loan-loss reserves just in anticipation that you are going to see some more slowing,&#34; said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.</p><p>UnitedHealth gained 0.63% as one of only three Dow components to move higher on the day after the health insurer posted better-than-expected quarterly results while raising its annual forecast.</p><p>Analysts now expect third-quarter profits for S&amp;P 500 companies to have risen just 3.6% from a year ago, much lower than an 11.1% increase expected at the start of July, according to Refinitiv data.</p><p>Kroger Co shares dropped 7.32% after the supermarket chain said it would buy smaller rival Albertsons Companies Inc in a $24.6 billion deal.</p><p>Tesla Inc slumped 7.55% following media reports that the electric vehicle maker has put on hold plans to launch battery cell production at its plant outside Berlin due to technical issues.</p><p>Volume on U.S. exchanges was 10.88 billion shares, compared with the 11.48 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.87-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 5 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 71 new highs and 235 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","KR":"克罗格","WFC":"富国银行",".SPX":"S&P 500 Index","UNH":"联合健康","JPM":"摩根大通",".DJI":"道琼斯","TSLA":"特斯拉","C":"花旗"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275952060","content_text":"* JPM reports higher-than-expected Q3 profit* S&P 500, Nasdaq post weekly declines* U.S. consumer sentiment edges up October; inflation ests. worsen* Dow down 1.34%, S&P 500 down 2.37%, Nasdaq down 3.08%NEW YORK, Oct 14 (Reuters) - U.S. stocks dropped on Friday as worsening inflation expectations kept intact worries that the Federal Reserve's aggressive rate hike path could trigger a recession, while investors digested the early stages of earnings season.In the last session of a volatile week, equities opened higher, then reversed course after data from the University of Michigan showed consumer sentiment improved in October but inflation expectations worsened as gasoline prices moved higher. Retail sales data also indicated resilience among consumers.\"The main thrust for the market right now is higher interest rates, higher inflation and the Fed is going to continue to move its fed funds target higher,\" said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan.\"The narrative that we’ve seen peak inflation is not evident yet and that’s depressing the market.\"On Thursday, a reading on consumer prices (CPI) showed inflation remained stubbornly high.Fed officials have been largely in sync when commenting on the need to raise rates and St. Louis Fed President James Bullard said in a Reuters interview the recent CPI data warrants a continued \"frontloading\" through larger three-quarter-percentage point steps, although that does not necessarily mean rates need to be raised above the central bank's most recent projections.The Dow Jones Industrial Average fell 403.89 points, or 1.34%, to 29,634.83, the S&P 500 lost 86.84 points, or 2.37%, to 3,583.07 and the Nasdaq Composite dropped 327.76 points, or 3.08%, to 10,321.39.Friday's decline marked the 37th time the S&P 500 recorded a gain or loss of at least 2% compared with only seven such session in all of 2021. For the week, the Dow gained 1.15%, the S&P 500 lost 1.56% and the Nasdaq fell 3.11%.Corporate earnings season started to pick up steam and helped the bank index, which posted a narrow 0.03% gain after quarterly results from JPMorgan Chase & Co, up 1.66%, Citigroup Inc, up 0.65%, and Wells Fargo & Co, up 1.86%, boosted the shares of each.\"The message I got from them is things are looking pretty good from an economic perspective despite the challenges but they increased loan-loss reserves just in anticipation that you are going to see some more slowing,\" said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.UnitedHealth gained 0.63% as one of only three Dow components to move higher on the day after the health insurer posted better-than-expected quarterly results while raising its annual forecast.Analysts now expect third-quarter profits for S&P 500 companies to have risen just 3.6% from a year ago, much lower than an 11.1% increase expected at the start of July, according to Refinitiv data.Kroger Co shares dropped 7.32% after the supermarket chain said it would buy smaller rival Albertsons Companies Inc in a $24.6 billion deal.Tesla Inc slumped 7.55% following media reports that the electric vehicle maker has put on hold plans to launch battery cell production at its plant outside Berlin due to technical issues.Volume on U.S. exchanges was 10.88 billion shares, compared with the 11.48 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.87-to-1 ratio favored decliners.The S&P 500 posted 5 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 71 new highs and 235 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}