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2022-10-09

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2023-01-01

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21:39","market":"us","language":"en","title":"Micron Stock Gains 1.8% as Citi Ups Price Target to a New Street High into Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2419846921","media":"Investing","summary":"Citi Research analysts hiked their price target for Micron Technology (NASDAQ: MU) to a new Street high ahead of the ...(Premium-only article. Please sign in or upgrade to SI Premium to view.)","content":"<html><head></head><body><p>Citi Research analysts hiked their price target for Micron Technology (NASDAQ:MU) to a new Street high ahead of the company’s fiscal Q2 2024 report scheduled for March 20.</p><p style=\"text-align: left;\">The global investment bank lifted the price objective from $95 to $150 and earnings per share (EPS) estimates for the fiscal 2025 year from $6.38 to $6.65.</p><p style=\"text-align: left;\">“We expect the company to post upside to Consensus and increased guidance for F3Q24 given strong DRAM pricing and shipments of higher-priced, higher-margin, High Bandwidth Memory (HBM) which is shipping with Nvidia AI systems,” analysts said.</p><p>Micron shares gained 1.8% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4bb8f92095ad8af8c09f196107fd8908\" title=\"\" tg-width=\"846\" tg-height=\"847\"/></p><p style=\"text-align: start;\">The new target represents a 50% to the chipmaker’s historic range, but Citi thinks the stock deserves a premium “given increasing AI exposure and other AI-exposed stocks such as AVGO and AMD have seen a 100% increase in their multiples,” added analysts.</p><p style=\"text-align: left;\">“Micron remains our top pick and Buy-rated.”</p><p style=\"text-align: left;\">The team expects Micron to report an FQ2 2024 loss per share of $0.28, compared to the consensus projection of $0.42 loss per share, attributed to higher margins.</p><p style=\"text-align: left;\">Their revenue forecast of $5.30 billion, marking a 12% quarter-over-quarter increase, aligns with the consensus estimate of $5.30 billion, also reflecting a 12% rise from the previous quarter.</p></body></html>","source":"lsy1594375853987","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>Micron Stock Gains 1.8% as Citi Ups Price Target to a New Street High into Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nMicron Stock Gains 1.8% as Citi Ups Price Target to a New Street High into Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-15 21:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/micron-stock-gains-as-citi-ups-price-target-to-a-new-street-high-into-earnings-432SI-3339582><strong>Investing</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Citi Research analysts hiked their price target for Micron Technology (NASDAQ:MU) to a new Street high ahead of the company’s fiscal Q2 2024 report scheduled for March 20.The global investment bank ...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/micron-stock-gains-as-citi-ups-price-target-to-a-new-street-high-into-earnings-432SI-3339582\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4553":"喜马拉雅资本持仓","BK4585":"ETF&股票定投概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4527":"明星科技股","MU":"美光科技","BK4579":"人工智能","BK4141":"半导体产品","BK4588":"碎股","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4512":"苹果概念","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC"},"source_url":"https://www.investing.com/news/stock-market-news/micron-stock-gains-as-citi-ups-price-target-to-a-new-street-high-into-earnings-432SI-3339582","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419846921","content_text":"Citi Research analysts hiked their price target for Micron Technology (NASDAQ:MU) to a new Street high ahead of the company’s fiscal Q2 2024 report scheduled for March 20.The global investment bank lifted the price objective from $95 to $150 and earnings per share (EPS) estimates for the fiscal 2025 year from $6.38 to $6.65.“We expect the company to post upside to Consensus and increased guidance for F3Q24 given strong DRAM pricing and shipments of higher-priced, higher-margin, High Bandwidth Memory (HBM) which is shipping with Nvidia AI systems,” analysts said.Micron shares gained 1.8% on the news.The new target represents a 50% to the chipmaker’s historic range, but Citi thinks the stock deserves a premium “given increasing AI exposure and other AI-exposed stocks such as AVGO and AMD have seen a 100% increase in their multiples,” added analysts.“Micron remains our top pick and Buy-rated.”The team expects Micron to report an FQ2 2024 loss per share of $0.28, compared to the consensus projection of $0.42 loss per share, attributed to higher margins.Their revenue forecast of $5.30 billion, marking a 12% quarter-over-quarter increase, aligns with the consensus estimate of $5.30 billion, also reflecting a 12% rise from the previous quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284787362070656,"gmtCreate":1710534250279,"gmtModify":1710534252052,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284787362070656","repostId":"2419951977","repostType":2,"repost":{"id":"2419951977","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":1710512027,"share":"https://www.laohu8.com/m/news/2419951977?lang=&edition=full","pubTime":"2024-03-15 22:13","market":"us","language":"en","title":"China's JD.com Walks Away from Bidding for Currys","url":"https://stock-news.laohu8.com/highlight/detail?id=2419951977","media":"Reuters","summary":"Chinese online retailer JD.com said on Friday that it would not make an offer for British electricals group Currys days after U.S. investor Elliott Advisors walked away from tabling a bid.JD.com shares rose 1.9% in premarket trading.Currys shares, which slumped to a session low after the update, were down 6% at 55.4 pence by 1409 GMT.\"JD.com today confirms that, following careful consideration, it does not intend to make an offer for Currys,\" the company said.Elliott walked away on Monday, sayin","content":"<html><head></head><body><p>Chinese online retailer JD.com said on Friday that it would not make an offer for British electricals group Currys days after U.S. investor Elliott Advisors walked away from tabling a bid.</p><p>JD.com shares rose 1.9% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4cecc575c1af77c866c48c847cf0d653\" title=\"\" tg-width=\"848\" tg-height=\"840\"/></p><p>Currys shares, which slumped to a session low after the update, were down 6% at 55.4 pence by 1409 GMT.</p><p>&#34;JD.com today confirms that, following careful consideration, it does not intend to make an offer for Currys,&#34; the company said.</p><p>Elliott walked away on Monday, saying Currys&#39; board would not engage with it.</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>China's JD.com Walks Away from Bidding for Currys</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\">\nChina's JD.com Walks Away from Bidding for Currys\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\">2024-03-15 22:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese online retailer JD.com said on Friday that it would not make an offer for British electricals group Currys days after U.S. investor Elliott Advisors walked away from tabling a bid.</p><p>JD.com shares rose 1.9% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4cecc575c1af77c866c48c847cf0d653\" title=\"\" tg-width=\"848\" tg-height=\"840\"/></p><p>Currys shares, which slumped to a session low after the update, were down 6% at 55.4 pence by 1409 GMT.</p><p>&#34;JD.com today confirms that, following careful consideration, it does not intend to make an offer for Currys,&#34; the company said.</p><p>Elliott walked away on Monday, saying Currys&#39; board would not engage with it.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","LU0228659784.USD":"施罗德金砖四国基金","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","BK1588":"回港中概股","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK1249":"综合零售","JD":"京东","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC 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SGD"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419951977","content_text":"Chinese online retailer JD.com said on Friday that it would not make an offer for British electricals group Currys days after U.S. investor Elliott Advisors walked away from tabling a bid.JD.com shares rose 1.9% in morning trading.Currys shares, which slumped to a session low after the update, were down 6% at 55.4 pence by 1409 GMT.\"JD.com today confirms that, following careful consideration, it does not intend to make an offer for Currys,\" the company said.Elliott walked away on Monday, saying Currys' board would not engage with it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284775311974704,"gmtCreate":1710531410584,"gmtModify":1710531412547,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284775311974704","repostId":"1189493524","repostType":2,"repost":{"id":"1189493524","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":1710512319,"share":"https://www.laohu8.com/m/news/1189493524?lang=&edition=full","pubTime":"2024-03-15 22:18","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Tesla, Rivian, Micron and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1189493524","media":"Tiger Newspress","summary":"Here are Friday’s biggest calls on Wall Street:Piper Sandler upgrades Rivian to overweight from neutralPiper said investors should buy the dip in shares of the EV company.“After watching last week’s l","content":"<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 id=\"id_1655419298\" style=\"text-align: start;\">Piper Sandler upgrades Rivian to overweight from neutral</h2><p>Piper said investors should buy the dip in shares of the EV company.</p><p>“After watching last week’s live stream, re-assessing our capex outlook, and considering the post-Q4 selloff, we feel compelled to upgrade RIVN from Neutral to Overweight.”</p><h2 id=\"id_3383059317\" style=\"text-align: start;\">Bank of America reiterates Adobe as buy</h2><p>Bank of America said it was disappointed in the company’s earnings results on Thursday but that it’s standing by the stock.</p><p>“Adobe reported disappointing Q1 results and introduced uncertainty by not updating FY24E guidance for digital media net new ARR [annual recurring revenue] or EPS, which is a break from the past.”</p><h2 id=\"id_4032696472\" style=\"text-align: start;\">Citi upgrades Thor Industries to buy from neutral</h2><p>Citi said it see a “favorable event path” for the RV company.</p><p>“THO is the poster child for the early-cycle RV story, and yet anxious investors have been too quick to buy into the story on 2-3 occasions previously.”</p><h2 id=\"id_2284421244\" style=\"text-align: start;\">Morgan Stanley downgrades Republic Services to equal weight from overweight</h2><p>Morgan Stanley downgraded the stock adding it sees a more balanced risk/reward.</p><p>“RSG has outperformed the S&amp;P 500 and Waste peers by 12% Y/Y.”</p><h2 id=\"id_2300351458\" style=\"text-align: start;\">Citi initiates Pure Storage as buy</h2><p>Citi said in its initiation of Pure Storage that the data storage company is an AI beneficiary.</p><p>“A Leading Beneficiary of AI-Induced Transition to Flash-Based Storage; Initiate with a Buy.”</p><h2 id=\"id_2997028198\" style=\"text-align: start;\">UBS upgrades Paccar and Cummins to buy from neutral</h2><p>UBS said in its upgrade of Paccar that the truck company is undervalued. The firm also upgraded Cummins and says the engine and power generation products company is not getting enough credit for growth.</p><p>“We upgrade PCAR and CMI to Buy, from Neutral. While investor sentiment on the truck cycle is implicitly positive, we don’t think the stocks are adequately pricing in the next peak. For 2026, we are ~10-15% ahead of consensus EPS on both CMI and PCAR.”</p><h2 id=\"id_2885000991\" style=\"text-align: start;\">Morgan Stanley reiterates Microsoft as buy</h2><p>Morgan Stanley said the computer is the “cybersecurity leader.”</p><p>“Microsoft remains the cybersecurity leader with a large installed base and broadening platform addressing multiple product categories.”</p><h2 id=\"id_1112987317\" style=\"text-align: start;\">Baird reiterates Nvidia as outperform</h2><p>Baird said it sees a slew of positive catalysts heading into the company’s GTC event next week.</p><p>“Nvidia continues to demand more capacity for this year based on continued strong demand.”</p><h2 id=\"id_3388794431\" style=\"text-align: start;\">JPMorgan reiterates Coinbase as neutral</h2><p>JPMorgan raised its price target on the stock to $150 per share from $95 but said it’s sticking with its neutral rating.</p><p>“Here, Ethereum use cases transcend the crypto ecosystem and we think create a robust earnings driver near term for Coinbase.”</p><h2 id=\"id_3952834239\" style=\"text-align: start;\">Baird reiterates Tesla as outperform</h2><p>Baird said Tesla as a prime beneficiary of AI in renewable energy.</p><p>“The growing penetration of renewables in energy and electrification of the grid have created several use cases for AI in the transition away from fossil fuels.”</p><h2 id=\"id_3602191848\" style=\"text-align: start;\">Telsey upgrades Dollar General to outperform from market perform</h2><p>Telsey said in its upgrade of Dollar General that management is stabilizing.</p><p>“In our view, the return of CEO Todd Vasos has brought stability to the business, instilled financial discipline, and renewed a sense of urgency to improve and grow.”</p><h2 id=\"id_342403666\" style=\"text-align: start;\">Guggenheim upgrades Snowflake to neutral from sell</h2><p>Guggenheim said in its upgrade of the stock that it sees partner sentiment improving.</p><p>“In our February checks, six partners met and one exceeded their benchmarks for Snowflake-related services during F4Q24, an improvement vs. F3Q.”</p><h2 id=\"id_3370171411\" style=\"text-align: start;\">Piper Sandler upgrades DoorDash to neutral from underweight</h2><p>Piper said in its upgrade of DoorDash that fundamentals are improving.</p><p>“We are upgrading DASH to N from prior UW. UBER remains the category leader gaining scale internationally and having success with new products.”</p><h2 id=\"id_2506282643\" style=\"text-align: start;\">Citi reiterates Apple as buy</h2><p>Citi said it’s standing by its buy rating on shares of Apple.</p><p>“We maintain Buy rated on AAPL and await WWDC [Worldwide Developers Conference] in June as the AI catalyst to drive upside to 2025 AI smartphone demand.”</p><h2 id=\"id_1278642723\" style=\"text-align: start;\">Morgan Stanley upgrades nCino to equal weight under weight</h2><p>Morgan Stanley said it sees improving revenue growth for the software company.</p><p>“With the market now expecting FY25 estimates to be in-line with our below-consensus estimates and valuation more reasonable in context of continued margin / FCF expansion and recent underperformance vs. vertical software, we upgrade NCNO to EW with a $27 PT.”</p><h2 id=\"id_995591107\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it’s bullish heading into Amazon’s Spring Sales event next week.</p><p>“We would expect some debate on event timing, which is at end of the quarter, but the event could drive some upside to 1Q revenues, with modest margin pressure due to discounting.”</p><h2 id=\"id_2239752675\" style=\"text-align: start;\">Citi reiterates Micron as buy</h2><p>Citi raised its price target on the stock to $150 per share from $95 and says it’s bullish heading into earnings next week.</p><p>“Micron remains our top pick and Buy-rated.”</p><h2 id=\"id_1031333126\" style=\"text-align: start;\">Piper Sandler names Stellantis a top pick</h2><p>Piper said the auto manufacturer is setting the “standard.”</p><p>“Like many carmakers, this builder of Ram pickups and Jeep SUVs may face margin pressure due to rising EV mix but with 6M+ units sold annually and best-in-class margins, STLA has margin to spare.”</p><h2 id=\"id_2238954618\" style=\"text-align: start;\">JPMorgan adds a positive catalyst watch on PDD</h2><p>JPMorgan said it’s bullish on shares of the China online retailer heading into earnings next week.</p><p>“We are placing PDD on Positive Catalyst Watch and expect the stock price to respond positively to 4Q23/1Q24 results.”</p><h2 id=\"id_2189891700\" style=\"text-align: start;\">RBC initiates Five9 as outperform</h2><p>RBC said shares of the software company are undervalued.</p><p>“We believe Five9, and the CCaaS [contact center as a service] space as a whole, will be a real beneficiary of GenAI, while we believe the market is currently treating Five9 as a GenAI loser.”</p><h2 id=\"id_383500322\" style=\"text-align: start;\">Bank of America initiates TKO Group as buy</h2><p>Bank of America said the combined UFC and WWE company has a “striking financial profile with growth potential.”</p><p>“We initiate TKO Group Holdings, Inc. (TKO) with a Buy rating and a $100 Price Objective (PO), implying ~25% upside.”</p><h2 id=\"id_1382748044\" style=\"text-align: start;\">Bank of America upgrades Valero Energy and HF Sinclair to buy from neutral</h2><p>Bank of America upgraded several refiners on Friday and said they are due for a rerating.</p><p>“Arguments for a rerating: upgrade VLO, PBF, DINO to Buy. From a valuation standpoint, wider margin volatility for a single year has limited impact on value, but if we consider a sustainable increase in mid-cycle earnings, we believe the conditions for another step up in absolute valuations for US refiners is in place.”</p><h2 id=\"id_358977187\" style=\"text-align: start;\">Truist initiates Golden Entertainment as buy</h2><p>Truist said the casino company is a “Nevada pure-play with a unique footprint.”</p><p>“We initiate coverage of Golden Entertainment, Inc. (GDEN) with a Buy rating and$45 PT based on 7.5x our 2025E EBITDA.”</p><h2 id=\"id_448480955\" style=\"text-align: start;\">JPMorgan reiterates Eli Lilly as overweight</h2><p>JPMorgan raised its price target on the stock to $850 per share from $775 after a series of meetings with company management.</p><p>“We recently had the opportunity to meet with LLYs mgmt team, including Chairman and CEO, Dave Ricks, as well as Patrik Jonsson, President of Diabetes and Obesity, and want to share our key takeaways.”</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>Top Calls on Wall Street: Nvidia, Tesla, Rivian, Micron 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; 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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\">\nTop Calls on Wall Street: Nvidia, Tesla, Rivian, Micron and More\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\">2024-03-15 22:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 id=\"id_1655419298\" style=\"text-align: start;\">Piper Sandler upgrades Rivian to overweight from neutral</h2><p>Piper said investors should buy the dip in shares of the EV company.</p><p>“After watching last week’s live stream, re-assessing our capex outlook, and considering the post-Q4 selloff, we feel compelled to upgrade RIVN from Neutral to Overweight.”</p><h2 id=\"id_3383059317\" style=\"text-align: start;\">Bank of America reiterates Adobe as buy</h2><p>Bank of America said it was disappointed in the company’s earnings results on Thursday but that it’s standing by the stock.</p><p>“Adobe reported disappointing Q1 results and introduced uncertainty by not updating FY24E guidance for digital media net new ARR [annual recurring revenue] or EPS, which is a break from the past.”</p><h2 id=\"id_4032696472\" style=\"text-align: start;\">Citi upgrades Thor Industries to buy from neutral</h2><p>Citi said it see a “favorable event path” for the RV company.</p><p>“THO is the poster child for the early-cycle RV story, and yet anxious investors have been too quick to buy into the story on 2-3 occasions previously.”</p><h2 id=\"id_2284421244\" style=\"text-align: start;\">Morgan Stanley downgrades Republic Services to equal weight from overweight</h2><p>Morgan Stanley downgraded the stock adding it sees a more balanced risk/reward.</p><p>“RSG has outperformed the S&amp;P 500 and Waste peers by 12% Y/Y.”</p><h2 id=\"id_2300351458\" style=\"text-align: start;\">Citi initiates Pure Storage as buy</h2><p>Citi said in its initiation of Pure Storage that the data storage company is an AI beneficiary.</p><p>“A Leading Beneficiary of AI-Induced Transition to Flash-Based Storage; Initiate with a Buy.”</p><h2 id=\"id_2997028198\" style=\"text-align: start;\">UBS upgrades Paccar and Cummins to buy from neutral</h2><p>UBS said in its upgrade of Paccar that the truck company is undervalued. The firm also upgraded Cummins and says the engine and power generation products company is not getting enough credit for growth.</p><p>“We upgrade PCAR and CMI to Buy, from Neutral. While investor sentiment on the truck cycle is implicitly positive, we don’t think the stocks are adequately pricing in the next peak. For 2026, we are ~10-15% ahead of consensus EPS on both CMI and PCAR.”</p><h2 id=\"id_2885000991\" style=\"text-align: start;\">Morgan Stanley reiterates Microsoft as buy</h2><p>Morgan Stanley said the computer is the “cybersecurity leader.”</p><p>“Microsoft remains the cybersecurity leader with a large installed base and broadening platform addressing multiple product categories.”</p><h2 id=\"id_1112987317\" style=\"text-align: start;\">Baird reiterates Nvidia as outperform</h2><p>Baird said it sees a slew of positive catalysts heading into the company’s GTC event next week.</p><p>“Nvidia continues to demand more capacity for this year based on continued strong demand.”</p><h2 id=\"id_3388794431\" style=\"text-align: start;\">JPMorgan reiterates Coinbase as neutral</h2><p>JPMorgan raised its price target on the stock to $150 per share from $95 but said it’s sticking with its neutral rating.</p><p>“Here, Ethereum use cases transcend the crypto ecosystem and we think create a robust earnings driver near term for Coinbase.”</p><h2 id=\"id_3952834239\" style=\"text-align: start;\">Baird reiterates Tesla as outperform</h2><p>Baird said Tesla as a prime beneficiary of AI in renewable energy.</p><p>“The growing penetration of renewables in energy and electrification of the grid have created several use cases for AI in the transition away from fossil fuels.”</p><h2 id=\"id_3602191848\" style=\"text-align: start;\">Telsey upgrades Dollar General to outperform from market perform</h2><p>Telsey said in its upgrade of Dollar General that management is stabilizing.</p><p>“In our view, the return of CEO Todd Vasos has brought stability to the business, instilled financial discipline, and renewed a sense of urgency to improve and grow.”</p><h2 id=\"id_342403666\" style=\"text-align: start;\">Guggenheim upgrades Snowflake to neutral from sell</h2><p>Guggenheim said in its upgrade of the stock that it sees partner sentiment improving.</p><p>“In our February checks, six partners met and one exceeded their benchmarks for Snowflake-related services during F4Q24, an improvement vs. F3Q.”</p><h2 id=\"id_3370171411\" style=\"text-align: start;\">Piper Sandler upgrades DoorDash to neutral from underweight</h2><p>Piper said in its upgrade of DoorDash that fundamentals are improving.</p><p>“We are upgrading DASH to N from prior UW. UBER remains the category leader gaining scale internationally and having success with new products.”</p><h2 id=\"id_2506282643\" style=\"text-align: start;\">Citi reiterates Apple as buy</h2><p>Citi said it’s standing by its buy rating on shares of Apple.</p><p>“We maintain Buy rated on AAPL and await WWDC [Worldwide Developers Conference] in June as the AI catalyst to drive upside to 2025 AI smartphone demand.”</p><h2 id=\"id_1278642723\" style=\"text-align: start;\">Morgan Stanley upgrades nCino to equal weight under weight</h2><p>Morgan Stanley said it sees improving revenue growth for the software company.</p><p>“With the market now expecting FY25 estimates to be in-line with our below-consensus estimates and valuation more reasonable in context of continued margin / FCF expansion and recent underperformance vs. vertical software, we upgrade NCNO to EW with a $27 PT.”</p><h2 id=\"id_995591107\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it’s bullish heading into Amazon’s Spring Sales event next week.</p><p>“We would expect some debate on event timing, which is at end of the quarter, but the event could drive some upside to 1Q revenues, with modest margin pressure due to discounting.”</p><h2 id=\"id_2239752675\" style=\"text-align: start;\">Citi reiterates Micron as buy</h2><p>Citi raised its price target on the stock to $150 per share from $95 and says it’s bullish heading into earnings next week.</p><p>“Micron remains our top pick and Buy-rated.”</p><h2 id=\"id_1031333126\" style=\"text-align: start;\">Piper Sandler names Stellantis a top pick</h2><p>Piper said the auto manufacturer is setting the “standard.”</p><p>“Like many carmakers, this builder of Ram pickups and Jeep SUVs may face margin pressure due to rising EV mix but with 6M+ units sold annually and best-in-class margins, STLA has margin to spare.”</p><h2 id=\"id_2238954618\" style=\"text-align: start;\">JPMorgan adds a positive catalyst watch on PDD</h2><p>JPMorgan said it’s bullish on shares of the China online retailer heading into earnings next week.</p><p>“We are placing PDD on Positive Catalyst Watch and expect the stock price to respond positively to 4Q23/1Q24 results.”</p><h2 id=\"id_2189891700\" style=\"text-align: start;\">RBC initiates Five9 as outperform</h2><p>RBC said shares of the software company are undervalued.</p><p>“We believe Five9, and the CCaaS [contact center as a service] space as a whole, will be a real beneficiary of GenAI, while we believe the market is currently treating Five9 as a GenAI loser.”</p><h2 id=\"id_383500322\" style=\"text-align: start;\">Bank of America initiates TKO Group as buy</h2><p>Bank of America said the combined UFC and WWE company has a “striking financial profile with growth potential.”</p><p>“We initiate TKO Group Holdings, Inc. (TKO) with a Buy rating and a $100 Price Objective (PO), implying ~25% upside.”</p><h2 id=\"id_1382748044\" style=\"text-align: start;\">Bank of America upgrades Valero Energy and HF Sinclair to buy from neutral</h2><p>Bank of America upgraded several refiners on Friday and said they are due for a rerating.</p><p>“Arguments for a rerating: upgrade VLO, PBF, DINO to Buy. From a valuation standpoint, wider margin volatility for a single year has limited impact on value, but if we consider a sustainable increase in mid-cycle earnings, we believe the conditions for another step up in absolute valuations for US refiners is in place.”</p><h2 id=\"id_358977187\" style=\"text-align: start;\">Truist initiates Golden Entertainment as buy</h2><p>Truist said the casino company is a “Nevada pure-play with a unique footprint.”</p><p>“We initiate coverage of Golden Entertainment, Inc. (GDEN) with a Buy rating and$45 PT based on 7.5x our 2025E EBITDA.”</p><h2 id=\"id_448480955\" style=\"text-align: start;\">JPMorgan reiterates Eli Lilly as overweight</h2><p>JPMorgan raised its price target on the stock to $850 per share from $775 after a series of meetings with company management.</p><p>“We recently had the opportunity to meet with LLYs mgmt team, including Chairman and CEO, Dave Ricks, as well as Patrik Jonsson, President of Diabetes and Obesity, and want to share our key takeaways.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NVDA":"英伟达","RIVN":"Rivian Automotive, Inc.","MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189493524","content_text":"Here are Friday’s biggest calls on Wall Street:Piper Sandler upgrades Rivian to overweight from neutralPiper said investors should buy the dip in shares of the EV company.“After watching last week’s live stream, re-assessing our capex outlook, and considering the post-Q4 selloff, we feel compelled to upgrade RIVN from Neutral to Overweight.”Bank of America reiterates Adobe as buyBank of America said it was disappointed in the company’s earnings results on Thursday but that it’s standing by the stock.“Adobe reported disappointing Q1 results and introduced uncertainty by not updating FY24E guidance for digital media net new ARR [annual recurring revenue] or EPS, which is a break from the past.”Citi upgrades Thor Industries to buy from neutralCiti said it see a “favorable event path” for the RV company.“THO is the poster child for the early-cycle RV story, and yet anxious investors have been too quick to buy into the story on 2-3 occasions previously.”Morgan Stanley downgrades Republic Services to equal weight from overweightMorgan Stanley downgraded the stock adding it sees a more balanced risk/reward.“RSG has outperformed the S&P 500 and Waste peers by 12% Y/Y.”Citi initiates Pure Storage as buyCiti said in its initiation of Pure Storage that the data storage company is an AI beneficiary.“A Leading Beneficiary of AI-Induced Transition to Flash-Based Storage; Initiate with a Buy.”UBS upgrades Paccar and Cummins to buy from neutralUBS said in its upgrade of Paccar that the truck company is undervalued. The firm also upgraded Cummins and says the engine and power generation products company is not getting enough credit for growth.“We upgrade PCAR and CMI to Buy, from Neutral. While investor sentiment on the truck cycle is implicitly positive, we don’t think the stocks are adequately pricing in the next peak. For 2026, we are ~10-15% ahead of consensus EPS on both CMI and PCAR.”Morgan Stanley reiterates Microsoft as buyMorgan Stanley said the computer is the “cybersecurity leader.”“Microsoft remains the cybersecurity leader with a large installed base and broadening platform addressing multiple product categories.”Baird reiterates Nvidia as outperformBaird said it sees a slew of positive catalysts heading into the company’s GTC event next week.“Nvidia continues to demand more capacity for this year based on continued strong demand.”JPMorgan reiterates Coinbase as neutralJPMorgan raised its price target on the stock to $150 per share from $95 but said it’s sticking with its neutral rating.“Here, Ethereum use cases transcend the crypto ecosystem and we think create a robust earnings driver near term for Coinbase.”Baird reiterates Tesla as outperformBaird said Tesla as a prime beneficiary of AI in renewable energy.“The growing penetration of renewables in energy and electrification of the grid have created several use cases for AI in the transition away from fossil fuels.”Telsey upgrades Dollar General to outperform from market performTelsey said in its upgrade of Dollar General that management is stabilizing.“In our view, the return of CEO Todd Vasos has brought stability to the business, instilled financial discipline, and renewed a sense of urgency to improve and grow.”Guggenheim upgrades Snowflake to neutral from sellGuggenheim said in its upgrade of the stock that it sees partner sentiment improving.“In our February checks, six partners met and one exceeded their benchmarks for Snowflake-related services during F4Q24, an improvement vs. F3Q.”Piper Sandler upgrades DoorDash to neutral from underweightPiper said in its upgrade of DoorDash that fundamentals are improving.“We are upgrading DASH to N from prior UW. UBER remains the category leader gaining scale internationally and having success with new products.”Citi reiterates Apple as buyCiti said it’s standing by its buy rating on shares of Apple.“We maintain Buy rated on AAPL and await WWDC [Worldwide Developers Conference] in June as the AI catalyst to drive upside to 2025 AI smartphone demand.”Morgan Stanley upgrades nCino to equal weight under weightMorgan Stanley said it sees improving revenue growth for the software company.“With the market now expecting FY25 estimates to be in-line with our below-consensus estimates and valuation more reasonable in context of continued margin / FCF expansion and recent underperformance vs. vertical software, we upgrade NCNO to EW with a $27 PT.”Bank of America reiterates Amazon as buyBank of America said it’s bullish heading into Amazon’s Spring Sales event next week.“We would expect some debate on event timing, which is at end of the quarter, but the event could drive some upside to 1Q revenues, with modest margin pressure due to discounting.”Citi reiterates Micron as buyCiti raised its price target on the stock to $150 per share from $95 and says it’s bullish heading into earnings next week.“Micron remains our top pick and Buy-rated.”Piper Sandler names Stellantis a top pickPiper said the auto manufacturer is setting the “standard.”“Like many carmakers, this builder of Ram pickups and Jeep SUVs may face margin pressure due to rising EV mix but with 6M+ units sold annually and best-in-class margins, STLA has margin to spare.”JPMorgan adds a positive catalyst watch on PDDJPMorgan said it’s bullish on shares of the China online retailer heading into earnings next week.“We are placing PDD on Positive Catalyst Watch and expect the stock price to respond positively to 4Q23/1Q24 results.”RBC initiates Five9 as outperformRBC said shares of the software company are undervalued.“We believe Five9, and the CCaaS [contact center as a service] space as a whole, will be a real beneficiary of GenAI, while we believe the market is currently treating Five9 as a GenAI loser.”Bank of America initiates TKO Group as buyBank of America said the combined UFC and WWE company has a “striking financial profile with growth potential.”“We initiate TKO Group Holdings, Inc. (TKO) with a Buy rating and a $100 Price Objective (PO), implying ~25% upside.”Bank of America upgrades Valero Energy and HF Sinclair to buy from neutralBank of America upgraded several refiners on Friday and said they are due for a rerating.“Arguments for a rerating: upgrade VLO, PBF, DINO to Buy. From a valuation standpoint, wider margin volatility for a single year has limited impact on value, but if we consider a sustainable increase in mid-cycle earnings, we believe the conditions for another step up in absolute valuations for US refiners is in place.”Truist initiates Golden Entertainment as buyTruist said the casino company is a “Nevada pure-play with a unique footprint.”“We initiate coverage of Golden Entertainment, Inc. (GDEN) with a Buy rating and$45 PT based on 7.5x our 2025E EBITDA.”JPMorgan reiterates Eli Lilly as overweightJPMorgan raised its price target on the stock to $850 per share from $775 after a series of meetings with company management.“We recently had the opportunity to meet with LLYs mgmt team, including Chairman and CEO, Dave Ricks, as well as Patrik Jonsson, President of Diabetes and Obesity, and want to share our key takeaways.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284775710617624,"gmtCreate":1710531402521,"gmtModify":1710531404354,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284775710617624","repostId":"2419632926","repostType":2,"repost":{"id":"2419632926","pubTimestamp":1710515552,"share":"https://www.laohu8.com/m/news/2419632926?lang=&edition=full","pubTime":"2024-03-15 23:12","market":"us","language":"en","title":"Tesla’s Tumble: Why TSLA Stock Could Fall to $100, and When to Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2419632926","media":"InvestorPlace","summary":"Although the market has gone bearish on TSLA stock, the time to bottom-fish in the EV maker's shares has yet to arrive.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Tesla</strong> (<strong>TSLA</strong>) has just received a horrendous analyst downgrade, and has become the S&amp;P 500’s worst performing stock.</p></li><li><p>The EV maker’s shares are out of favor, but there may be an opportunity to go contrarian.</p></li><li><p>TSLA stock could plummet before a game-changing announcement causes it to surge again.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/be62d66a4a08e3fce7ad543bb2acb91c\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Rokas Tenys / Shutterstock.com</p><p>It’s been a rough ride for <strong>Tesla</strong> (NASDAQ:<strong>TSLA</strong>) stock lately. It has become the worst year-to-date performer in the <strong>S&amp;P 500</strong> index. These developments may discourage some, others may see a buying opportunity.</p><p>Don’t assume it’s the right time to invest. The factors driving its poor performance are likely to persist in the months ahead. More likely than not, the stock is going to come under even more pressure, but there is a silver lining. Tesla could end up falling to a very favorable entry point. Shortly after that, shares may make a comeback.</p><h2 id=\"id_2722222737\">TSLA Stock Has Way to Go Before Bottom</h2><p>On March 13, Wells Fargo analyst Colin Langan downgraded Tesla, changing his rating from the equivalent to “hold” to the equivalent to “sell,” and lowering his price target to $125 per share, down from a prior price target of $200 per share.</p><p>In Langan’s view, vehicle price cuts are having a diminishing impact on demand, which has been affected by a slowdown in EV demand growth.</p><p>In turn, the analysts anticipate the EV maker to report flat to slightly negative revenue growth, as well as declining earnings, in both 2024 and 2025.</p><p>With TSLA stock trending lower following this downgrade, the market is clearly taking heed of this downbeat forecast. Worse yet, if this forecast proves to be accurate, forget about shares falling to $125 per share. A drop to even lower prices is well-within the realm of possibility.</p><p>Even if investors (expecting an eventual earnings rebound) decides not to derate TSLA to a lower valuation, shares could move lower in tandem with a drop in earnings per share (or EPS).</p><p>If EPS falls in line with Langan’s 2024 and 2025 earnings forecasts ($2 and $1.90, respectively), a drop to just over $100 per share may be in store.</p><h2 id=\"id_114811781\">When to Pounce, and Why</h2><p>Wedbush’s Dan Ives believes that pessimism is fully reflected in TSLA’s valuation. At least, based on his statement that “even the New York City cabdriver is bearish” on the stock.</p><p>However, if Ives’ own 2024 recovery forecast for Tesla fails to play out, it is very much possible that TSLA stock slides to $125 per share, $100 per share, or down to double-digit price levels. If this moment arrives, and it’s not just the fair weather fans losing faith, consider this the time to pounce.</p><p>Although there’s a strong chance that disappointment continues in the near-to-medium term, it’s not as if the current EV sector downturn is the beginning of the end for this vehicle electrification powerhouse. By 2025, macro issues could finally enter the rearview mirror.</p><p>I’m talking about not just macro issues affecting U.S. demand, like high interest rates. I’m talking about the issues affecting China’s economic growth as well.</p><p>If these issues normalize, Tesla could experience a sales resurgence, and a profitability rebound. Also, don’t forget that a game-changing catalyst I’ve discussed in prior Tesla coverage has not gone away: that would be the launch of Tesla’s first lower-priced vehicle model.</p><h2 id=\"id_1181133128\">The Verdict: Hold Off for Now</h2><p>As what happened from late 2022 to early 2023, TSLA could quickly go from bottoming out to bouncing back, as positive news helps to renew hype and enthusiasm for shares.</p><p>The “positive news” came as Tesla’s aggressive price cuts. In 2024/2025, news about Tesla’s lower-priced Model 2 vehicle model could be what does the trick.</p><p>Analysts at Evercore recently called for the Model 2 vehicle catalyst not to begin playing out until as late as 2027, but given how much it may affect TSLA’s price performance, CEO Elon Musk may be motivated to speed up the Model 2’s debut, in order to exceed newly reset expectations.</p><p>There’s comeback potential with TSLA stock, but not until shares fall back into the “buy zone” (between $100 and $125 per share). Keep an eye out and keep sitting tight for now.</p></body></html>","source":"investorplace_stock_picks","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’s Tumble: Why TSLA Stock Could Fall to $100, and When to Buy</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’s Tumble: Why TSLA Stock Could Fall to $100, and When to Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-15 23:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/03/teslas-tumble-why-tsla-stock-could-fall-to-100-and-when-to-buy/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (TSLA) has just received a horrendous analyst downgrade, and has become the S&P 500’s worst performing stock.The EV maker’s shares are out of favor, but there may be an opportunity to go ...</p>\n\n<a href=\"https://investorplace.com/2024/03/teslas-tumble-why-tsla-stock-could-fall-to-100-and-when-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4585":"ETF&股票定投概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","TSLA":"特斯拉","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4550":"红杉资本持仓","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","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4551":"寇图资本持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","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","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4581":"高盛持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4548":"巴美列捷福持仓","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","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","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"https://investorplace.com/2024/03/teslas-tumble-why-tsla-stock-could-fall-to-100-and-when-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419632926","content_text":"Tesla (TSLA) has just received a horrendous analyst downgrade, and has become the S&P 500’s worst performing stock.The EV maker’s shares are out of favor, but there may be an opportunity to go contrarian.TSLA stock could plummet before a game-changing announcement causes it to surge again.Source: Rokas Tenys / Shutterstock.comIt’s been a rough ride for Tesla (NASDAQ:TSLA) stock lately. It has become the worst year-to-date performer in the S&P 500 index. These developments may discourage some, others may see a buying opportunity.Don’t assume it’s the right time to invest. The factors driving its poor performance are likely to persist in the months ahead. More likely than not, the stock is going to come under even more pressure, but there is a silver lining. Tesla could end up falling to a very favorable entry point. Shortly after that, shares may make a comeback.TSLA Stock Has Way to Go Before BottomOn March 13, Wells Fargo analyst Colin Langan downgraded Tesla, changing his rating from the equivalent to “hold” to the equivalent to “sell,” and lowering his price target to $125 per share, down from a prior price target of $200 per share.In Langan’s view, vehicle price cuts are having a diminishing impact on demand, which has been affected by a slowdown in EV demand growth.In turn, the analysts anticipate the EV maker to report flat to slightly negative revenue growth, as well as declining earnings, in both 2024 and 2025.With TSLA stock trending lower following this downgrade, the market is clearly taking heed of this downbeat forecast. Worse yet, if this forecast proves to be accurate, forget about shares falling to $125 per share. A drop to even lower prices is well-within the realm of possibility.Even if investors (expecting an eventual earnings rebound) decides not to derate TSLA to a lower valuation, shares could move lower in tandem with a drop in earnings per share (or EPS).If EPS falls in line with Langan’s 2024 and 2025 earnings forecasts ($2 and $1.90, respectively), a drop to just over $100 per share may be in store.When to Pounce, and WhyWedbush’s Dan Ives believes that pessimism is fully reflected in TSLA’s valuation. At least, based on his statement that “even the New York City cabdriver is bearish” on the stock.However, if Ives’ own 2024 recovery forecast for Tesla fails to play out, it is very much possible that TSLA stock slides to $125 per share, $100 per share, or down to double-digit price levels. If this moment arrives, and it’s not just the fair weather fans losing faith, consider this the time to pounce.Although there’s a strong chance that disappointment continues in the near-to-medium term, it’s not as if the current EV sector downturn is the beginning of the end for this vehicle electrification powerhouse. By 2025, macro issues could finally enter the rearview mirror.I’m talking about not just macro issues affecting U.S. demand, like high interest rates. I’m talking about the issues affecting China’s economic growth as well.If these issues normalize, Tesla could experience a sales resurgence, and a profitability rebound. Also, don’t forget that a game-changing catalyst I’ve discussed in prior Tesla coverage has not gone away: that would be the launch of Tesla’s first lower-priced vehicle model.The Verdict: Hold Off for NowAs what happened from late 2022 to early 2023, TSLA could quickly go from bottoming out to bouncing back, as positive news helps to renew hype and enthusiasm for shares.The “positive news” came as Tesla’s aggressive price cuts. In 2024/2025, news about Tesla’s lower-priced Model 2 vehicle model could be what does the trick.Analysts at Evercore recently called for the Model 2 vehicle catalyst not to begin playing out until as late as 2027, but given how much it may affect TSLA’s price performance, CEO Elon Musk may be motivated to speed up the Model 2’s debut, in order to exceed newly reset expectations.There’s comeback potential with TSLA stock, but not until shares fall back into the “buy zone” (between $100 and $125 per share). Keep an eye out and keep sitting tight for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284775245287736,"gmtCreate":1710531394394,"gmtModify":1710531396292,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284775245287736","repostId":"2419970036","repostType":2,"repost":{"id":"2419970036","pubTimestamp":1710513959,"share":"https://www.laohu8.com/m/news/2419970036?lang=&edition=full","pubTime":"2024-03-15 22:45","market":"hk","language":"en","title":"The Nvidia-Led AI Boom Will Eventually Spread to These 3 Areas of the Stock Market, Goldman Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2419970036","media":"Markets Insider","summary":"The Nvidia-led AI boom will spread to three other areas of the stock market, according to Goldman Sachs.The bank highlighted the infrastructure stocks that are poised to benefit from more companies adopting AI.\"We expect there will likely be three broad, subsequent stages of the AI trade,\" Goldman Sachs said.Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read preview. Goldman Sachs identified 93 companies that fit the bill as being an AI infrastructure play. Some of those names include ARM Holdings for its chip design, Taiwan Semiconductor for its chip manufacturing, Cisco for its networking services, and nearly all electric utilities due to the expected increase in electricity demand.Phase three: AI EnablersThe third phase of the AI trade will positively impact companies that can boost revenues via their adoption and monetization of AI technologies.\"Software and IT Services seem best positioned for this phase of the AI ad","content":"<html><head></head><body><ul style=\"\"><li><p><strong>The Nvidia-led AI boom will spread to three other areas of the stock market, according to Goldman Sachs.</strong></p></li></ul><ul style=\"\"><li><p><strong>The bank highlighted the infrastructure stocks that are poised to benefit from more companies adopting AI.</strong></p></li><li><p style=\"text-align: left;\"><strong>&#34;We expect there will likely be three broad, subsequent stages of the AI trade,&#34; Goldman Sachs said.</strong></p></li></ul><p>The AI boom has lifted the stock market considerably since the launch of ChatGPT in November 2022, and there are still more gains to be had.</p><p>Goldman Sachs said in a Thursday note that not only are stock market valuations not yet approaching bubble-type levels as seen during the dot-com bubble, but they identified the three groups of stocks that are poised to benefit from the growing adoption of AI.</p><p>&#34;We expect there will likely be three broad, subsequent stages of the AI trade,&#34; Goldman Sachs said.</p><p>Phase one of the AI trade is simply Nvidia, which makes the AI-enabling GPU chips that power chatbots like ChatGPT and Anthropic&#39;s Claude and has seen its stock price soar more than 500% since the start of 2023.</p><p>Phase two through four of the AI trade will be much more broad and impact a larger swath of companies.</p><p>These are the three next stages of the stock market&#39;s AI trade, according to Goldman Sachs.</p><h3 id=\"id_4154563280\">Phase two: AI Infrastructure</h3><p>The second phase of the AI trade will spill over into the infrastructure companies that are necessary to further develop AI advancements.</p><p>&#34;Based on our framework, this phase includes semiconductor firms, cloud providers, data center REITs, hardware and equipment companies, security software stocks, and utilities companies,&#34; Goldman Sachs said.</p><p>Goldman Sachs identified 93 companies that fit the bill as being an AI infrastructure play. Some of those names include <a href=\"https://laohu8.com/S/ARMH\">ARM Holdings</a> for its chip design, Taiwan Semiconductor for its chip manufacturing, Cisco for its networking services, and nearly all electric utilities due to the expected increase in electricity demand.</p><h3 id=\"id_4282016264\">Phase three: AI Enablers</h3><p>The third phase of the AI trade will positively impact companies that can boost revenues via their adoption and monetization of AI technologies. </p><p>&#34;Software and IT Services seem best positioned for this phase of the AI adoption cycle, with many companies describing how their tools will enable other companies to utilize AI,&#34; Goldman Sachs explained.</p><p>Goldman Sachs identified 31 companies that fit the bill as being an AI enabler. Some of those names include software companies like <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>, Intuit, and <a href=\"https://laohu8.com/S/DDOG\">Datadog</a>, and IT Services companies like <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>, Accenture, and MongoDB.</p><h3 id=\"id_2978173656\">Phase four: AI Productivity Gains</h3><p>The fourth phase of the AI trade will spark gains in companies that can see significant productivity gains via their adoption of AI.</p><p>&#34;Software and Services and Commercial and Professional Services have the largest potential earnings boost from widespread AI adoption via labor productivity,&#34; Goldman Sachs said. &#34;These three industries have a combination of a high share of their wage bill exposed to AI automation and relatively high labor costs.&#34;</p><p>The company identified 50 companies that are poised to see the largest labor productivity gains via the adoption of AI. Some of those names include retail giants Walmart and Costco, and health care companies like Tenet Healthcare and <a href=\"https://laohu8.com/S/ILMN\">Illumina</a>. </p></body></html>","source":"marketsinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Nvidia-Led AI Boom Will Eventually Spread to These 3 Areas of the Stock Market, Goldman Says</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Nvidia-Led AI Boom Will Eventually Spread to These 3 Areas of the Stock Market, Goldman Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-15 22:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/stock-market-outlook-nvidia-ai-boom-spread-3-groups-stocks-2024-3><strong>Markets Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Nvidia-led AI boom will spread to three other areas of the stock market, according to Goldman Sachs.The bank highlighted the infrastructure stocks that are poised to benefit from more companies ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-nvidia-ai-boom-spread-3-groups-stocks-2024-3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4529":"IDC概念","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc 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ACC","BK4551":"寇图资本持仓"},"source_url":"https://markets.businessinsider.com/news/stocks/stock-market-outlook-nvidia-ai-boom-spread-3-groups-stocks-2024-3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419970036","content_text":"The Nvidia-led AI boom will spread to three other areas of the stock market, according to Goldman Sachs.The bank highlighted the infrastructure stocks that are poised to benefit from more companies adopting AI.\"We expect there will likely be three broad, subsequent stages of the AI trade,\" Goldman Sachs said.The AI boom has lifted the stock market considerably since the launch of ChatGPT in November 2022, and there are still more gains to be had.Goldman Sachs said in a Thursday note that not only are stock market valuations not yet approaching bubble-type levels as seen during the dot-com bubble, but they identified the three groups of stocks that are poised to benefit from the growing adoption of AI.\"We expect there will likely be three broad, subsequent stages of the AI trade,\" Goldman Sachs said.Phase one of the AI trade is simply Nvidia, which makes the AI-enabling GPU chips that power chatbots like ChatGPT and Anthropic's Claude and has seen its stock price soar more than 500% since the start of 2023.Phase two through four of the AI trade will be much more broad and impact a larger swath of companies.These are the three next stages of the stock market's AI trade, according to Goldman Sachs.Phase two: AI InfrastructureThe second phase of the AI trade will spill over into the infrastructure companies that are necessary to further develop AI advancements.\"Based on our framework, this phase includes semiconductor firms, cloud providers, data center REITs, hardware and equipment companies, security software stocks, and utilities companies,\" Goldman Sachs said.Goldman Sachs identified 93 companies that fit the bill as being an AI infrastructure play. Some of those names include ARM Holdings for its chip design, Taiwan Semiconductor for its chip manufacturing, Cisco for its networking services, and nearly all electric utilities due to the expected increase in electricity demand.Phase three: AI EnablersThe third phase of the AI trade will positively impact companies that can boost revenues via their adoption and monetization of AI technologies. \"Software and IT Services seem best positioned for this phase of the AI adoption cycle, with many companies describing how their tools will enable other companies to utilize AI,\" Goldman Sachs explained.Goldman Sachs identified 31 companies that fit the bill as being an AI enabler. Some of those names include software companies like ServiceNow, Intuit, and Datadog, and IT Services companies like Snowflake, Accenture, and MongoDB.Phase four: AI Productivity GainsThe fourth phase of the AI trade will spark gains in companies that can see significant productivity gains via their adoption of AI.\"Software and Services and Commercial and Professional Services have the largest potential earnings boost from widespread AI adoption via labor productivity,\" Goldman Sachs said. \"These three industries have a combination of a high share of their wage bill exposed to AI automation and relatively high labor costs.\"The company identified 50 companies that are poised to see the largest labor productivity gains via the adoption of AI. Some of those names include retail giants Walmart and Costco, and health care companies like Tenet Healthcare and Illumina.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251313696039016,"gmtCreate":1702393207013,"gmtModify":1702393279955,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TIGR 20240119 5.0 CALL\">$TIGR 20240119 5.0 CALL$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/OPT/TIGR 20240119 5.0 CALL\">$TIGR 20240119 5.0 CALL$&nbsp;</a>","text":"$TIGR 20240119 5.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/7d00aa6136dbaa1235d906d8233de894","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/251313696039016","isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":236983104954488,"gmtCreate":1698892756989,"gmtModify":1698892761853,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😂 😂 😂 😂 😂 😂 😂 😂&nbsp;","listText":"😂 😂 😂 😂 😂 😂 😂 😂&nbsp;","text":"😂 😂 😂 😂 😂 😂 😂 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236983104954488","isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940735448,"gmtCreate":1678168178184,"gmtModify":1678168182159,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940735448","repostId":"2317100121","repostType":4,"repost":{"id":"2317100121","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":1678147594,"share":"https://www.laohu8.com/m/news/2317100121?lang=&edition=full","pubTime":"2023-03-07 08:06","market":"us","language":"en","title":"What Stock-Market Investors Want to Hear When Fed's Powell Testifies Before Congress This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2317100121","media":"Dow Jones","summary":"'Trading any speech is tough, so I'd be reacting and not anticipating,' analyst saysJerome Powell JU","content":"<html><head></head><body><p>&#39;Trading any speech is tough, so I&#39;d be reacting and not anticipating,&#39; analyst says</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/241c669cb2050f4ed24ab220f827ac92\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Jerome Powell JULIA NIKHINSON/GETTY IMAGES</span></p><p>The stock market&#39;s bounce back from last year&#39;s carnage will be again put to the test as investors closely listen to Federal Reserve Chairman Jerome Powell&#39;s testimony before Congress this week for clues to just how high interest rates need to go to win the fight against inflation.</p><p>Powell will deliver the latest semiannual report on monetary policy and the economy on Tuesday to the Senate Banking Committee and on Wednesday to the House Financial Services panel. Both hearings begin at 10 a.m. Eastern. Powell&#39;s testimony will probably be his last public remarks before the next policy meeting of the Federal Open Market Committee, or FOMC, on March 21-22.</p><p>Fundstrat&#39;s head of research, Tom Lee, expects Powell to reiterate the &#34;data dependence&#34; message in his speech, affirming market expectations for another 25 basis point increase in the fed-funds rate at the March meeting.</p><p>&#34;Many &#39;inflationistas&#39; are saying a 50-basis-point hike is needed because the January data was so &#39;hot&#39; -- that is the data reactivity of the bond and stock market, but we expect Powell to emphasize that rates are near neutral now, so there is less of a need to be higher in a hurry and now Fed can be data dependent by the way,&#34; wrote Lee, in a Monday note.</p><p>Fed-funds futures traders have priced in a 69.4% chance of a 25 basis point rise, and a 30.6% chance of a 50 basis point increase, according to the CME FedWatch tool. Traders had seen only a 3.3% chance of a 50 basis point rise a month ago.</p><p>A run of stronger-than-expected economic data that began in early January, including the January inflation report which showed prices were not moderating as fast as the Fed would like, and robust employment data, has forced financial-market investors to rethink the Fed&#39;s path and bet on bigger rate hikes in its next policy meeting.</p><p>Fed policy makers stepped down to a 25 basis-point increase last month after a half-point move in December and four jumbo 75 basis-point rate increases last year.</p><p>St. Louis Fed President James Bullard and Cleveland Fed President Loretta Mester both said last month that they had supported a 50-basis-point hike at the Jan. 31-Feb. 1 meeting. Minutes of the meeting showed that a &#34;few&#34; policy makers had backed the bigger move. Neither Bullard nor Mester are voting members of the FOMC in 2023.</p><p>Fed policy makers may be particularly reluctant to boost the size of rate increases after downshifting at the last meeting, analysts said.</p><p>&#34;Moving to 50-basis-point would be a sizable change in policy and reversal of the slowing and frankly, would be viewed as undermining Fed credibility,&#34; wrote Lee.</p><p>Chris Weston, head of research at Australia-based brokerage Pepperstone, said in a note on Sunday that Powell will &#34;likely defend the Fed&#39;s actions&#34; and &#34;likely make out they are going to do everything they can to bring down inflation to target.&#34;</p><p>However, given the fact that both the market and Fed are living data point to data point, Weston said they are still &#34;flying blind&#34; until they get February nonfarm payroll data on Friday and the February consumer-price index on Feb. 13, which, in theory, could result in them targeting a terminal rate &#34;north of 6% and require 50-basis-point increments&#34; to get them there in a quicker fashion, said Weston.</p><p>&#34;The market is expecting some movement from his words, but trading any speech is tough, so I would be reacting and not anticipating,&#34; Weston added.</p><p>Economists surveyed by The Wall Street Journal expect February payrolls to have grown by 225,000. However, economists at Wall Street banks such as Deutsche Bank and Jefferies, see the figure coming in way above consensus estimates.</p><p>U.S. stocks finished mostly higher on Monday, with the S&amp;P 500  and the Dow Jones Industrial Average  each rising around 0.1%. The Nasdaq Composite   shed 0.1%. Last week, the Dow Industrials rose 1.7% for the week and snapped a four-week losing streak. The S&amp;P 500 gained 1.9%, while the technology-heavy Nasdaq advanced 2.6%, according to Dow Jones Market Data.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Stock-Market Investors Want to Hear When Fed's Powell Testifies Before Congress 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\">\nWhat Stock-Market Investors Want to Hear When Fed's Powell Testifies Before Congress This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-07 08:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>&#39;Trading any speech is tough, so I&#39;d be reacting and not anticipating,&#39; analyst says</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/241c669cb2050f4ed24ab220f827ac92\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Jerome Powell JULIA NIKHINSON/GETTY IMAGES</span></p><p>The stock market&#39;s bounce back from last year&#39;s carnage will be again put to the test as investors closely listen to Federal Reserve Chairman Jerome Powell&#39;s testimony before Congress this week for clues to just how high interest rates need to go to win the fight against inflation.</p><p>Powell will deliver the latest semiannual report on monetary policy and the economy on Tuesday to the Senate Banking Committee and on Wednesday to the House Financial Services panel. Both hearings begin at 10 a.m. Eastern. Powell&#39;s testimony will probably be his last public remarks before the next policy meeting of the Federal Open Market Committee, or FOMC, on March 21-22.</p><p>Fundstrat&#39;s head of research, Tom Lee, expects Powell to reiterate the &#34;data dependence&#34; message in his speech, affirming market expectations for another 25 basis point increase in the fed-funds rate at the March meeting.</p><p>&#34;Many &#39;inflationistas&#39; are saying a 50-basis-point hike is needed because the January data was so &#39;hot&#39; -- that is the data reactivity of the bond and stock market, but we expect Powell to emphasize that rates are near neutral now, so there is less of a need to be higher in a hurry and now Fed can be data dependent by the way,&#34; wrote Lee, in a Monday note.</p><p>Fed-funds futures traders have priced in a 69.4% chance of a 25 basis point rise, and a 30.6% chance of a 50 basis point increase, according to the CME FedWatch tool. Traders had seen only a 3.3% chance of a 50 basis point rise a month ago.</p><p>A run of stronger-than-expected economic data that began in early January, including the January inflation report which showed prices were not moderating as fast as the Fed would like, and robust employment data, has forced financial-market investors to rethink the Fed&#39;s path and bet on bigger rate hikes in its next policy meeting.</p><p>Fed policy makers stepped down to a 25 basis-point increase last month after a half-point move in December and four jumbo 75 basis-point rate increases last year.</p><p>St. Louis Fed President James Bullard and Cleveland Fed President Loretta Mester both said last month that they had supported a 50-basis-point hike at the Jan. 31-Feb. 1 meeting. Minutes of the meeting showed that a &#34;few&#34; policy makers had backed the bigger move. Neither Bullard nor Mester are voting members of the FOMC in 2023.</p><p>Fed policy makers may be particularly reluctant to boost the size of rate increases after downshifting at the last meeting, analysts said.</p><p>&#34;Moving to 50-basis-point would be a sizable change in policy and reversal of the slowing and frankly, would be viewed as undermining Fed credibility,&#34; wrote Lee.</p><p>Chris Weston, head of research at Australia-based brokerage Pepperstone, said in a note on Sunday that Powell will &#34;likely defend the Fed&#39;s actions&#34; and &#34;likely make out they are going to do everything they can to bring down inflation to target.&#34;</p><p>However, given the fact that both the market and Fed are living data point to data point, Weston said they are still &#34;flying blind&#34; until they get February nonfarm payroll data on Friday and the February consumer-price index on Feb. 13, which, in theory, could result in them targeting a terminal rate &#34;north of 6% and require 50-basis-point increments&#34; to get them there in a quicker fashion, said Weston.</p><p>&#34;The market is expecting some movement from his words, but trading any speech is tough, so I would be reacting and not anticipating,&#34; Weston added.</p><p>Economists surveyed by The Wall Street Journal expect February payrolls to have grown by 225,000. However, economists at Wall Street banks such as Deutsche Bank and Jefferies, see the figure coming in way above consensus estimates.</p><p>U.S. stocks finished mostly higher on Monday, with the S&amp;P 500  and the Dow Jones Industrial Average  each rising around 0.1%. The Nasdaq Composite   shed 0.1%. Last week, the Dow Industrials rose 1.7% for the week and snapped a four-week losing streak. The S&amp;P 500 gained 1.9%, while the technology-heavy Nasdaq advanced 2.6%, according to Dow Jones Market Data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","BK4096":"电气部件与设备",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317100121","content_text":"'Trading any speech is tough, so I'd be reacting and not anticipating,' analyst saysJerome Powell JULIA NIKHINSON/GETTY IMAGESThe stock market's bounce back from last year's carnage will be again put to the test as investors closely listen to Federal Reserve Chairman Jerome Powell's testimony before Congress this week for clues to just how high interest rates need to go to win the fight against inflation.Powell will deliver the latest semiannual report on monetary policy and the economy on Tuesday to the Senate Banking Committee and on Wednesday to the House Financial Services panel. Both hearings begin at 10 a.m. Eastern. Powell's testimony will probably be his last public remarks before the next policy meeting of the Federal Open Market Committee, or FOMC, on March 21-22.Fundstrat's head of research, Tom Lee, expects Powell to reiterate the \"data dependence\" message in his speech, affirming market expectations for another 25 basis point increase in the fed-funds rate at the March meeting.\"Many 'inflationistas' are saying a 50-basis-point hike is needed because the January data was so 'hot' -- that is the data reactivity of the bond and stock market, but we expect Powell to emphasize that rates are near neutral now, so there is less of a need to be higher in a hurry and now Fed can be data dependent by the way,\" wrote Lee, in a Monday note.Fed-funds futures traders have priced in a 69.4% chance of a 25 basis point rise, and a 30.6% chance of a 50 basis point increase, according to the CME FedWatch tool. Traders had seen only a 3.3% chance of a 50 basis point rise a month ago.A run of stronger-than-expected economic data that began in early January, including the January inflation report which showed prices were not moderating as fast as the Fed would like, and robust employment data, has forced financial-market investors to rethink the Fed's path and bet on bigger rate hikes in its next policy meeting.Fed policy makers stepped down to a 25 basis-point increase last month after a half-point move in December and four jumbo 75 basis-point rate increases last year.St. Louis Fed President James Bullard and Cleveland Fed President Loretta Mester both said last month that they had supported a 50-basis-point hike at the Jan. 31-Feb. 1 meeting. Minutes of the meeting showed that a \"few\" policy makers had backed the bigger move. Neither Bullard nor Mester are voting members of the FOMC in 2023.Fed policy makers may be particularly reluctant to boost the size of rate increases after downshifting at the last meeting, analysts said.\"Moving to 50-basis-point would be a sizable change in policy and reversal of the slowing and frankly, would be viewed as undermining Fed credibility,\" wrote Lee.Chris Weston, head of research at Australia-based brokerage Pepperstone, said in a note on Sunday that Powell will \"likely defend the Fed's actions\" and \"likely make out they are going to do everything they can to bring down inflation to target.\"However, given the fact that both the market and Fed are living data point to data point, Weston said they are still \"flying blind\" until they get February nonfarm payroll data on Friday and the February consumer-price index on Feb. 13, which, in theory, could result in them targeting a terminal rate \"north of 6% and require 50-basis-point increments\" to get them there in a quicker fashion, said Weston.\"The market is expecting some movement from his words, but trading any speech is tough, so I would be reacting and not anticipating,\" Weston added.Economists surveyed by The Wall Street Journal expect February payrolls to have grown by 225,000. However, economists at Wall Street banks such as Deutsche Bank and Jefferies, see the figure coming in way above consensus estimates.U.S. stocks finished mostly higher on Monday, with the S&P 500  and the Dow Jones Industrial Average  each rising around 0.1%. The Nasdaq Composite   shed 0.1%. Last week, the Dow Industrials rose 1.7% for the week and snapped a four-week losing streak. The S&P 500 gained 1.9%, while the technology-heavy Nasdaq advanced 2.6%, according to Dow Jones Market Data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940499788,"gmtCreate":1678090908444,"gmtModify":1678090912004,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940499788","repostId":"1133414956","repostType":4,"repost":{"id":"1133414956","pubTimestamp":1678116676,"share":"https://www.laohu8.com/m/news/1133414956?lang=&edition=full","pubTime":"2023-03-06 23:31","market":"us","language":"en","title":"Brace For Volatility: Powell Testimony And Jobs Report Coming This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1133414956","media":"Seeking Alpha","summary":"SummaryIt will be another week of economic data.Additionally, Jay Powell will be speaking in front o","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>It will be another week of economic data.</li><li>Additionally, Jay Powell will be speaking in front of Congress.</li><li>Powell is likely to stay data dependent.</li><li>However, that data is likely to suggest more rate hikes are coming.</li></ul><p>Every economic data point seems more critical than ever in recent memory. Last week&#39;s ISM survey pointed to continued economic strengthening in the US, while the European inflation data indicated that inflation rates are still undesirably high worldwide.</p><p>The importance of every data point can be seen in the implied volatility curve of the S&amp;P 500. There is a saw-tooth movement in the implied volatility curve with spikes around the jobs report on March 10, the CPI on March 14, and the FOMC meeting on March 22.</p><p>At least based on the implied volatility curve, the market seems to fear the jobs report this week much more than Jay Powell speaking on Tuesday and Wednesday in front of Congress.</p><p><img src=\"https://static.tigerbbs.com/43653a1a65ad900ac32b7019b2bda4a1\" tg-width=\"640\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Signs Point To More Strong Job Gains</b></p><p>Job growth is expected to be strong again in February. Current estimates are for non-farm payroll to have increased by 215,000, less than January but still a very healthy growth rate. This indicates that the Fed still has much more work to do to bring the labor market back into balance.</p><p>Last month&#39;s job report showed an increase of 517,000, much higher than the estimated 189,000. The services ISM data confirms that the January job data was probably not a fluke. The ISM services employment component showed substantial job gains in February, with the services employment index rising to 54 from 50.</p><p>The ISM services employment survey appears to trail the non-farm payroll net gains by one month. So while the ISM services survey didn&#39;t show significant job gains in January, those significant job gains did show in February. Based on this, it doesn&#39;t seem likely to see downward revisions to the January data.</p><p><img src=\"https://static.tigerbbs.com/7aa6673123346060ce5af960ada5ad80\" tg-width=\"640\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Additionally, the Homebase Hourly Employees Working also showed gains in January, which also supports the substantial improvements in the employment report, and that strong job gains are likely to continue in February. The Homebase data appears to lead the BLS job report by around one month.</p><p><img src=\"https://static.tigerbbs.com/813cb37ff666f70ddef5dc3707b5171f\" tg-width=\"640\" tg-height=\"342\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>The Unemployment Rate is Likely To Remain Very Low</b></p><p>Meanwhile, unemployment claims have steadily fallen in recent weeks, suggesting that the number of unemployed workers is likely to remain low and that the overall unemployment rate is expected to show little change in February. Estimates are for the unemployment rate to remain unchanged at 3.4% in February.</p><p><img src=\"https://static.tigerbbs.com/1d94a6a6ace9e4f1da778deee6aa36c4\" tg-width=\"640\" tg-height=\"342\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Wages May Rise Faster</b></p><p>Average hourly earnings are expected to increase in February to 4.7% from 4.4% in January. The Atlanta Fed wage growth tracker and the ADP annual pay for job stayers are tracking above the BLS job report wage growth reading over the last several months. But what seems most important here isn&#39;t the rate of change but the trend. The trend for the Atlanta Fed and the ADP wage growth suggests a flattening wage growth, not the deceleration witnessed in the BLS average hourly earnings growth. This also indicates that there may be upward pressures on wages in February and possibly even upward revisions when the job report comes out on Friday.</p><p><img src=\"https://static.tigerbbs.com/7423950fa3fa3c21674dcc8b85bd0018\" tg-width=\"640\" tg-height=\"342\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>JOLTS Have Been Hard To Predict</b></p><p>Meanwhile, JOLTS data, which comes out on Wednesday, is expected to fall to 10.5 million in February from 11.0 million in January. The JOLTS data has been impossible for analysts to predict in recent months. Analysts have consistently underestimated the JOLTS data, which could suggest that the JOLTS data again comes in hotter than expected.</p><p><img src=\"https://static.tigerbbs.com/ba0ae424546cf7067a5687fff8a5625b\" tg-width=\"640\" tg-height=\"342\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Analysts may be looking for softer job openings data because the Indeed Job Posting data has fallen dramatically since the beginning of the year. The Indeed Job Posting data has tracked changes in JOLTS data reasonably well over time. More recently, there has been a significant divergence between the two data sets.</p><p><img src=\"https://static.tigerbbs.com/034b5a5917a5aa8704ebcff30467874e\" tg-width=\"640\" tg-height=\"302\" referrerpolicy=\"no-referrer\"/></p><p>Mott Capital/Indeed/Bloomberg</p><p><b>Powell To Stay Data Dependent</b></p><p>The data suggests that the job market remained hot in February and that wage pressures will not likely subside anytime soon. This will pressure the Fed to try and cool the demand side of the economy, and this type of talk should continue when Jay Powell speaks in front of Congress this week.</p><p>The market now sees many more rate hikes coming from the Fed. Just on Thursday, Fed board member Christopher Wallernotedthat rates might need to exceed the target of 5.1% to 5.4% in the December summary of economic projection. Given the data, Powell will likely reflect similarly, noting that rates may need to go somewhat higher than expected.</p><p>The market now sees the terminal rate hitting 5.45% by October and a rate of 5.35% in December. The market has completely removed the odds of a rate cut in 2023. The changes in market perception around rates have changed dramatically over the last month when it saw a terminal rate of just 5.1% by July.</p><p><img src=\"https://static.tigerbbs.com/b5c91ae4e6017ec8e30b64fc9d02d311\" tg-width=\"640\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Powell isn&#39;t likely to try and back himself into a corner and will likely keep the market guessing by remaining in that data-dependent mode. However, given the data, more rate hikes will be needed.</p><p>If the data this week does show that wage pressures are not abating, that the unemployment rate is historically low, and the US economy is still adding jobs at a very healthy clip, along with all of the recent hotter-than-expected inflation data we have received, it is going to be very hard for the Fed not to keep raising rates.</p><p>It seems to be more of a question of how high those rates have to go. But the longer the data stays hot, the more likely it is that rates on the long end of the curve will continue to rise and do the heavy lifting for the Fed, hopefully making the Fed&#39;s job easier.</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>Brace For Volatility: Powell Testimony And Jobs Report Coming 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\">\nBrace For Volatility: Powell Testimony And Jobs Report Coming This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-06 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4584645-brace-volatility-powell-testimony-jobs-report-this-week><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIt will be another week of economic data.Additionally, Jay Powell will be speaking in front of Congress.Powell is likely to stay data dependent.However, that data is likely to suggest more rate...</p>\n\n<a href=\"https://seekingalpha.com/article/4584645-brace-volatility-powell-testimony-jobs-report-this-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4584645-brace-volatility-powell-testimony-jobs-report-this-week","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1133414956","content_text":"SummaryIt will be another week of economic data.Additionally, Jay Powell will be speaking in front of Congress.Powell is likely to stay data dependent.However, that data is likely to suggest more rate hikes are coming.Every economic data point seems more critical than ever in recent memory. Last week's ISM survey pointed to continued economic strengthening in the US, while the European inflation data indicated that inflation rates are still undesirably high worldwide.The importance of every data point can be seen in the implied volatility curve of the S&P 500. There is a saw-tooth movement in the implied volatility curve with spikes around the jobs report on March 10, the CPI on March 14, and the FOMC meeting on March 22.At least based on the implied volatility curve, the market seems to fear the jobs report this week much more than Jay Powell speaking on Tuesday and Wednesday in front of Congress.BloombergSigns Point To More Strong Job GainsJob growth is expected to be strong again in February. Current estimates are for non-farm payroll to have increased by 215,000, less than January but still a very healthy growth rate. This indicates that the Fed still has much more work to do to bring the labor market back into balance.Last month's job report showed an increase of 517,000, much higher than the estimated 189,000. The services ISM data confirms that the January job data was probably not a fluke. The ISM services employment component showed substantial job gains in February, with the services employment index rising to 54 from 50.The ISM services employment survey appears to trail the non-farm payroll net gains by one month. So while the ISM services survey didn't show significant job gains in January, those significant job gains did show in February. Based on this, it doesn't seem likely to see downward revisions to the January data.BloombergAdditionally, the Homebase Hourly Employees Working also showed gains in January, which also supports the substantial improvements in the employment report, and that strong job gains are likely to continue in February. The Homebase data appears to lead the BLS job report by around one month.BloombergThe Unemployment Rate is Likely To Remain Very LowMeanwhile, unemployment claims have steadily fallen in recent weeks, suggesting that the number of unemployed workers is likely to remain low and that the overall unemployment rate is expected to show little change in February. Estimates are for the unemployment rate to remain unchanged at 3.4% in February.BloombergWages May Rise FasterAverage hourly earnings are expected to increase in February to 4.7% from 4.4% in January. The Atlanta Fed wage growth tracker and the ADP annual pay for job stayers are tracking above the BLS job report wage growth reading over the last several months. But what seems most important here isn't the rate of change but the trend. The trend for the Atlanta Fed and the ADP wage growth suggests a flattening wage growth, not the deceleration witnessed in the BLS average hourly earnings growth. This also indicates that there may be upward pressures on wages in February and possibly even upward revisions when the job report comes out on Friday.BloombergJOLTS Have Been Hard To PredictMeanwhile, JOLTS data, which comes out on Wednesday, is expected to fall to 10.5 million in February from 11.0 million in January. The JOLTS data has been impossible for analysts to predict in recent months. Analysts have consistently underestimated the JOLTS data, which could suggest that the JOLTS data again comes in hotter than expected.BloombergAnalysts may be looking for softer job openings data because the Indeed Job Posting data has fallen dramatically since the beginning of the year. The Indeed Job Posting data has tracked changes in JOLTS data reasonably well over time. More recently, there has been a significant divergence between the two data sets.Mott Capital/Indeed/BloombergPowell To Stay Data DependentThe data suggests that the job market remained hot in February and that wage pressures will not likely subside anytime soon. This will pressure the Fed to try and cool the demand side of the economy, and this type of talk should continue when Jay Powell speaks in front of Congress this week.The market now sees many more rate hikes coming from the Fed. Just on Thursday, Fed board member Christopher Wallernotedthat rates might need to exceed the target of 5.1% to 5.4% in the December summary of economic projection. Given the data, Powell will likely reflect similarly, noting that rates may need to go somewhat higher than expected.The market now sees the terminal rate hitting 5.45% by October and a rate of 5.35% in December. The market has completely removed the odds of a rate cut in 2023. The changes in market perception around rates have changed dramatically over the last month when it saw a terminal rate of just 5.1% by July.BloombergPowell isn't likely to try and back himself into a corner and will likely keep the market guessing by remaining in that data-dependent mode. However, given the data, more rate hikes will be needed.If the data this week does show that wage pressures are not abating, that the unemployment rate is historically low, and the US economy is still adding jobs at a very healthy clip, along with all of the recent hotter-than-expected inflation data we have received, it is going to be very hard for the Fed not to keep raising rates.It seems to be more of a question of how high those rates have to go. But the longer the data stays hot, the more likely it is that rates on the long end of the curve will continue to rise and do the heavy lifting for the Fed, hopefully making the Fed's job easier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957500042,"gmtCreate":1677361158287,"gmtModify":1677361163047,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957500042","repostId":"2314332631","repostType":4,"repost":{"id":"2314332631","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":1677281516,"share":"https://www.laohu8.com/m/news/2314332631?lang=&edition=full","pubTime":"2023-02-25 07:31","market":"us","language":"en","title":"Interest-Rate Concerns Push Investors Into Dividend-Paying Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2314332631","media":"Dow Jones","summary":"The prospect of interest rates remaining higher for longer is sending investors scrambling back to d","content":"<html><head></head><body><p>The prospect of interest rates remaining higher for longer is sending investors scrambling back to dividend-paying stocks.</p><p>Investors poured a net $272 million into U.S. mutual and exchange-traded funds that buy dividend-paying stocks in the two weeks ended Wednesday, according to data from Refinitiv Lipper. They added a record $48 billion to such funds in 2022 but pulled $835 million from them in January when shares of speculative companies propelled a market rebound.</p><p>The stock market&#39;s early-year rally has fizzled in recent weeks. A string of stronger-than-expected economic data has forced investors to reconsider their bets that the Federal Reserve is nearing the end of its rate-raising campaign.</p><p>Instead, many now fear the central bank will be forced to continue raising rates and keep them elevated for longer than expected to bring inflation down. The minutes from the Fed&#39;s latest meeting, which were released Wednesday, reinforced those concerns.</p><p>Although higher rates would likely be punishing for the market as a whole, dividend-paying stocks would see another chance to shine. Shares of companies paying big dividends outperformed the broader market last year when red-hot inflation, higher rates and worries about an impending recession weighed on risk assets.</p><p>The S&amp;P 500 <a href=\"https://laohu8.com/S/HTM.AU\">High</a> Dividend Index -- made up of the S&amp;P 500&#39;s top 80 dividend-paying companies -- fell 1.1% including dividends last year, compared with a negative total return of 18% for the broad benchmark. In 2023, the index is up 2.5% but is trailing the S&amp;P 500&#39;s 4.8% advance.</p><p>&#34;I want to get a cash flow and hopefully an increasing cash flow from my investments, just in case the market doesn&#39;t do as well as we think it could,&#34; said Ken Van Leeuwen, founder and chief executive of Van Leeuwen &amp; Co. &#34;In dividend stocks, I get paid to wait.&#34;</p><p>Mr. Van Leeuwen, whose registered investment adviser manages about $350 million in client assets, said he is steering client portfolios to dividend-paying stocks. Over the past month, he bought shares of electrical-components maker Eaton Corp., which has a dividend yield of 2% and has climbed about 10% this year on a total-return basis.</p><p>After falling to start the year, government-bond yields are rising again. The yield on the 10-year U.S. Treasury note settled Friday at 3.948%, above the 3.826% where it ended last year. That has dimmed the allure of shares of fast-growing companies and the other speculative stocks.</p><p>&#34;My view is that what happened in January is essentially a little bit of a junk rally,&#34; said Christopher Huemmer, senior investment strategist for FlexShares Exchange Traded Funds at Northern Trust Asset Management. &#34;However, February is shifting. Equity returns are going to be lower. Dividend income will be a crucial component of total returns.&#34;</p><p>Although many investors and strategists agree that the U.S. is nowhere near a recession, they say dividend-paying stocks serve as a defensive play given the uncertainty facing the current economic, market and geopolitical environment.</p><p>Even if continued interest-rate increases tip the economy into a recession and inflation remains sticky, investors seeking a safe harbor in income-generating stocks should still do well, according to UBS Group AG analysts.</p><p>The S&amp;P 500&#39;s dividends per share will rise 1% this year, despite a potential 11% fall in per-share earnings in a recessionary environment, they forecast in a Tuesday note. A bonus of investing in dividend-paying stocks now: Many of them are trading at a 15% to 20% valuation discount relative to the market, making them attractive bargains that pay a steady cash flow, the analysts added.</p><p>The S&amp;P 500 is trading at 17.7 times its expected earnings over the next 12 months, down from 18.5 times earnings a year ago. That is partly because corporate-profit expectations have fallen sharply. Analysts polled by FactSet expect earnings among companies in the S&amp;P 500 to rise roughly 2.2% this year. That is down from their forecasts for around 9.2% growth at the end of June.</p><p>George Ball, chairman of investment firm Sanders Morris Harris, which manages $4.9 billion in client assets, said his firm has shifted a significant portion of its clients&#39; equity portfolios into stocks with &#34;excellent earnings prospects&#34; and &#34;higher dividend payouts&#34; over the next several quarters.</p><p>In recent weeks, his firm has added to client positions in energy company Enterprise Products Partners LP, which has a dividend yield of 7.6%; Bank of America Corp., which has a yield of 2.6%; and JPMorgan Chase &amp; Co., with a yield of 2.8%.</p><p>However, investors could be burned by dividend-paying stocks if they cut payouts amid economic uncertainty. Intel Corp. said Wednesday it is slashing its dividend by about two-thirds as the chip maker seeks to cut $3 billion in costs this year. Its shares have fallen 55% -- including dividends -- from its 2022 high.</p><p>Although companies with high debt levels and low margins could afford to pay dividends in a low interest-rate environment, their financial health is going to be tested as raw-material and labor costs go up in a rising rate environment, potentially leading to a reduction or elimination of the dividend, said Mr. Huemmer of Northern Trust.</p><p>&#34;Don&#39;t be fooled by dividend growth or consistent dividend payment as proxies for the quality of the company,&#34; he 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>Interest-Rate Concerns Push Investors Into Dividend-Paying Stocks</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\">\nInterest-Rate Concerns Push Investors Into Dividend-Paying Stocks\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\">2023-02-25 07:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The prospect of interest rates remaining higher for longer is sending investors scrambling back to dividend-paying stocks.</p><p>Investors poured a net $272 million into U.S. mutual and exchange-traded funds that buy dividend-paying stocks in the two weeks ended Wednesday, according to data from Refinitiv Lipper. They added a record $48 billion to such funds in 2022 but pulled $835 million from them in January when shares of speculative companies propelled a market rebound.</p><p>The stock market&#39;s early-year rally has fizzled in recent weeks. A string of stronger-than-expected economic data has forced investors to reconsider their bets that the Federal Reserve is nearing the end of its rate-raising campaign.</p><p>Instead, many now fear the central bank will be forced to continue raising rates and keep them elevated for longer than expected to bring inflation down. The minutes from the Fed&#39;s latest meeting, which were released Wednesday, reinforced those concerns.</p><p>Although higher rates would likely be punishing for the market as a whole, dividend-paying stocks would see another chance to shine. Shares of companies paying big dividends outperformed the broader market last year when red-hot inflation, higher rates and worries about an impending recession weighed on risk assets.</p><p>The S&amp;P 500 <a href=\"https://laohu8.com/S/HTM.AU\">High</a> Dividend Index -- made up of the S&amp;P 500&#39;s top 80 dividend-paying companies -- fell 1.1% including dividends last year, compared with a negative total return of 18% for the broad benchmark. In 2023, the index is up 2.5% but is trailing the S&amp;P 500&#39;s 4.8% advance.</p><p>&#34;I want to get a cash flow and hopefully an increasing cash flow from my investments, just in case the market doesn&#39;t do as well as we think it could,&#34; said Ken Van Leeuwen, founder and chief executive of Van Leeuwen &amp; Co. &#34;In dividend stocks, I get paid to wait.&#34;</p><p>Mr. Van Leeuwen, whose registered investment adviser manages about $350 million in client assets, said he is steering client portfolios to dividend-paying stocks. Over the past month, he bought shares of electrical-components maker Eaton Corp., which has a dividend yield of 2% and has climbed about 10% this year on a total-return basis.</p><p>After falling to start the year, government-bond yields are rising again. The yield on the 10-year U.S. Treasury note settled Friday at 3.948%, above the 3.826% where it ended last year. That has dimmed the allure of shares of fast-growing companies and the other speculative stocks.</p><p>&#34;My view is that what happened in January is essentially a little bit of a junk rally,&#34; said Christopher Huemmer, senior investment strategist for FlexShares Exchange Traded Funds at Northern Trust Asset Management. &#34;However, February is shifting. Equity returns are going to be lower. Dividend income will be a crucial component of total returns.&#34;</p><p>Although many investors and strategists agree that the U.S. is nowhere near a recession, they say dividend-paying stocks serve as a defensive play given the uncertainty facing the current economic, market and geopolitical environment.</p><p>Even if continued interest-rate increases tip the economy into a recession and inflation remains sticky, investors seeking a safe harbor in income-generating stocks should still do well, according to UBS Group AG analysts.</p><p>The S&amp;P 500&#39;s dividends per share will rise 1% this year, despite a potential 11% fall in per-share earnings in a recessionary environment, they forecast in a Tuesday note. A bonus of investing in dividend-paying stocks now: Many of them are trading at a 15% to 20% valuation discount relative to the market, making them attractive bargains that pay a steady cash flow, the analysts added.</p><p>The S&amp;P 500 is trading at 17.7 times its expected earnings over the next 12 months, down from 18.5 times earnings a year ago. That is partly because corporate-profit expectations have fallen sharply. Analysts polled by FactSet expect earnings among companies in the S&amp;P 500 to rise roughly 2.2% this year. That is down from their forecasts for around 9.2% growth at the end of June.</p><p>George Ball, chairman of investment firm Sanders Morris Harris, which manages $4.9 billion in client assets, said his firm has shifted a significant portion of its clients&#39; equity portfolios into stocks with &#34;excellent earnings prospects&#34; and &#34;higher dividend payouts&#34; over the next several quarters.</p><p>In recent weeks, his firm has added to client positions in energy company Enterprise Products Partners LP, which has a dividend yield of 7.6%; Bank of America Corp., which has a yield of 2.6%; and JPMorgan Chase &amp; Co., with a yield of 2.8%.</p><p>However, investors could be burned by dividend-paying stocks if they cut payouts amid economic uncertainty. Intel Corp. said Wednesday it is slashing its dividend by about two-thirds as the chip maker seeks to cut $3 billion in costs this year. Its shares have fallen 55% -- including dividends -- from its 2022 high.</p><p>Although companies with high debt levels and low margins could afford to pay dividends in a low interest-rate environment, their financial health is going to be tested as raw-material and labor costs go up in a rising rate environment, potentially leading to a reduction or elimination of the dividend, said Mr. Huemmer of Northern Trust.</p><p>&#34;Don&#39;t be fooled by dividend growth or consistent dividend payment as proxies for the quality of the company,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETN":"伊顿","EPD":"Enterprise Products Partners L.P","BAC":"美国银行","BK4211":"区域性银行","JPM":"摩根大通"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2314332631","content_text":"The prospect of interest rates remaining higher for longer is sending investors scrambling back to dividend-paying stocks.Investors poured a net $272 million into U.S. mutual and exchange-traded funds that buy dividend-paying stocks in the two weeks ended Wednesday, according to data from Refinitiv Lipper. They added a record $48 billion to such funds in 2022 but pulled $835 million from them in January when shares of speculative companies propelled a market rebound.The stock market's early-year rally has fizzled in recent weeks. A string of stronger-than-expected economic data has forced investors to reconsider their bets that the Federal Reserve is nearing the end of its rate-raising campaign.Instead, many now fear the central bank will be forced to continue raising rates and keep them elevated for longer than expected to bring inflation down. The minutes from the Fed's latest meeting, which were released Wednesday, reinforced those concerns.Although higher rates would likely be punishing for the market as a whole, dividend-paying stocks would see another chance to shine. Shares of companies paying big dividends outperformed the broader market last year when red-hot inflation, higher rates and worries about an impending recession weighed on risk assets.The S&P 500 High Dividend Index -- made up of the S&P 500's top 80 dividend-paying companies -- fell 1.1% including dividends last year, compared with a negative total return of 18% for the broad benchmark. In 2023, the index is up 2.5% but is trailing the S&P 500's 4.8% advance.\"I want to get a cash flow and hopefully an increasing cash flow from my investments, just in case the market doesn't do as well as we think it could,\" said Ken Van Leeuwen, founder and chief executive of Van Leeuwen & Co. \"In dividend stocks, I get paid to wait.\"Mr. Van Leeuwen, whose registered investment adviser manages about $350 million in client assets, said he is steering client portfolios to dividend-paying stocks. Over the past month, he bought shares of electrical-components maker Eaton Corp., which has a dividend yield of 2% and has climbed about 10% this year on a total-return basis.After falling to start the year, government-bond yields are rising again. The yield on the 10-year U.S. Treasury note settled Friday at 3.948%, above the 3.826% where it ended last year. That has dimmed the allure of shares of fast-growing companies and the other speculative stocks.\"My view is that what happened in January is essentially a little bit of a junk rally,\" said Christopher Huemmer, senior investment strategist for FlexShares Exchange Traded Funds at Northern Trust Asset Management. \"However, February is shifting. Equity returns are going to be lower. Dividend income will be a crucial component of total returns.\"Although many investors and strategists agree that the U.S. is nowhere near a recession, they say dividend-paying stocks serve as a defensive play given the uncertainty facing the current economic, market and geopolitical environment.Even if continued interest-rate increases tip the economy into a recession and inflation remains sticky, investors seeking a safe harbor in income-generating stocks should still do well, according to UBS Group AG analysts.The S&P 500's dividends per share will rise 1% this year, despite a potential 11% fall in per-share earnings in a recessionary environment, they forecast in a Tuesday note. A bonus of investing in dividend-paying stocks now: Many of them are trading at a 15% to 20% valuation discount relative to the market, making them attractive bargains that pay a steady cash flow, the analysts added.The S&P 500 is trading at 17.7 times its expected earnings over the next 12 months, down from 18.5 times earnings a year ago. That is partly because corporate-profit expectations have fallen sharply. Analysts polled by FactSet expect earnings among companies in the S&P 500 to rise roughly 2.2% this year. That is down from their forecasts for around 9.2% growth at the end of June.George Ball, chairman of investment firm Sanders Morris Harris, which manages $4.9 billion in client assets, said his firm has shifted a significant portion of its clients' equity portfolios into stocks with \"excellent earnings prospects\" and \"higher dividend payouts\" over the next several quarters.In recent weeks, his firm has added to client positions in energy company Enterprise Products Partners LP, which has a dividend yield of 7.6%; Bank of America Corp., which has a yield of 2.6%; and JPMorgan Chase & Co., with a yield of 2.8%.However, investors could be burned by dividend-paying stocks if they cut payouts amid economic uncertainty. Intel Corp. said Wednesday it is slashing its dividend by about two-thirds as the chip maker seeks to cut $3 billion in costs this year. Its shares have fallen 55% -- including dividends -- from its 2022 high.Although companies with high debt levels and low margins could afford to pay dividends in a low interest-rate environment, their financial health is going to be tested as raw-material and labor costs go up in a rising rate environment, potentially leading to a reduction or elimination of the dividend, said Mr. Huemmer of Northern Trust.\"Don't be fooled by dividend growth or consistent dividend payment as proxies for the quality of the company,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952534991,"gmtCreate":1674799880914,"gmtModify":1676538959779,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952534991","repostId":"9952532492","repostType":1,"repost":{"id":9952532492,"gmtCreate":1674799477716,"gmtModify":1676538959738,"author":{"id":"3586127272341946","authorId":"3586127272341946","name":"StickyRice","avatar":"https://community-static.tradeup.com/news/93860c945685006c561393099fa7ee30","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Exxon confirms fifth oil production project in Guyana, considering more blocks Exxon Mobil<a href=\"https://ttm.financial/S/XOM\">$Exxon Mobil(XOM)$&nbsp;</a>confirms it is preparing to approve its fifth oil production project in Guyana and may take additional exploration acreage, Alistair Routledge, head of the company's Guyana operations, told Reuters in an interview. The proposed fifth development, at the Uaru oilfield, would pump ~250K bbl/day of oil at its peak and be the Exxon-led consortium's largest and most expensive project, outstripping the $10B cost of the fourth project. The development will cost ~$12.7B, according to an estimate prepared for Guyana's Environmental Protection Agency, 27% more than Exxon's (XOM) fourth development, with first oil projected to flow by 2027 and con","listText":"Exxon confirms fifth oil production project in Guyana, considering more blocks Exxon Mobil<a href=\"https://ttm.financial/S/XOM\">$Exxon Mobil(XOM)$&nbsp;</a>confirms it is preparing to approve its fifth oil production project in Guyana and may take additional exploration acreage, Alistair Routledge, head of the company's Guyana operations, told Reuters in an interview. The proposed fifth development, at the Uaru oilfield, would pump ~250K bbl/day of oil at its peak and be the Exxon-led consortium's largest and most expensive project, outstripping the $10B cost of the fourth project. The development will cost ~$12.7B, according to an estimate prepared for Guyana's Environmental Protection Agency, 27% more than Exxon's (XOM) fourth development, with first oil projected to flow by 2027 and con","text":"Exxon confirms fifth oil production project in Guyana, considering more blocks Exxon Mobil$Exxon Mobil(XOM)$ confirms it is preparing to approve its fifth oil production project in Guyana and may take additional exploration acreage, Alistair Routledge, head of the company's Guyana operations, told Reuters in an interview. The proposed fifth development, at the Uaru oilfield, would pump ~250K bbl/day of oil at its peak and be the Exxon-led consortium's largest and most expensive project, outstripping the $10B cost of the fourth project. The development will cost ~$12.7B, according to an estimate prepared for Guyana's Environmental Protection Agency, 27% more than Exxon's (XOM) fourth development, with first oil projected to flow by 2027 and con","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952532492","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952328301,"gmtCreate":1674476111704,"gmtModify":1676538941961,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952328301","repostId":"9952321208","repostType":1,"repost":{"id":9952321208,"gmtCreate":1674475782204,"gmtModify":1676538941945,"author":{"id":"3581557180344145","authorId":"3581557180344145","name":"Dogecake","avatar":"https://static.tigerbbs.com/d76d36c16d4030fabec7511a03e9c987","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"0\"></v-v>🥸😍🥸🥸😍😍😚🤪🤪😍🤪🤪😍🤪🥸😍😍🤪😍🥸😍🥸🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🥸🥸🥸🤪🤪🤪🥸🥸🤩🤩🤩🤩🤩🤨🥸🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪😍🤪😍🤪😍🤪🤪😍🤪🤨😍🤪🥰🤪🤪😍🤪🤪🤪😍🤪😍🥸😚😎😙😎😙😜😌😜😌😜😌😎😍😜😍😜😍","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"0\"></v-v>🥸😍🥸🥸😍😍😚🤪🤪😍🤪🤪😍🤪🥸😍😍🤪😍🥸😍🥸🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🥸🥸🥸🤪🤪🤪🥸🥸🤩🤩🤩🤩🤩🤨🥸🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪😍🤪😍🤪😍🤪🤪😍🤪🤨😍🤪🥰🤪🤪😍🤪🤪🤪😍🤪😍🥸😚😎😙😎😙😜😌😜😌😜😌😎😍😜😍😜😍","text":"$Microsoft(MSFT)$ 🥸😍🥸🥸😍😍😚🤪🤪😍🤪🤪😍🤪🥸😍😍🤪😍🥸😍🥸🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🥸🥸🥸🤪🤪🤪🥸🥸🤩🤩🤩🤩🤩🤨🥸🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪😍🤪😍🤪😍🤪🤪😍🤪🤨😍🤪🥰🤪🤪😍🤪🤪🤪😍🤪😍🥸😚😎😙😎😙😜😌😜😌😜😌😎😍😜😍😜😍","images":[{"img":"https://community-static.tradeup.com/news/fcb2eeef60186581b63986bdafde06a8","width":"1170","height":"2067"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952321208","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952979801,"gmtCreate":1674405751403,"gmtModify":1676538939515,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952979801","repostId":"2305911458","repostType":4,"repost":{"id":"2305911458","pubTimestamp":1674381147,"share":"https://www.laohu8.com/m/news/2305911458?lang=&edition=full","pubTime":"2023-01-22 17:52","market":"us","language":"en","title":"Microsoft Kicks Off Tech Earnings Set to Slump Most Since 2016","url":"https://stock-news.laohu8.com/highlight/detail?id=2305911458","media":"Bloomberg","summary":"Tech companies are cutting costs into crucial reporting seasonAnalysts have slashed earnings estimat","content":"<html><head></head><body><ul><li>Tech companies are cutting costs into crucial reporting season</li><li>Analysts have slashed earnings estimates on sector for months</li></ul><p>(Bloomberg) -- US technology stocks are about to hit their next hurdle when earnings season for the most influential segment of the S&amp;P 500 Index gets underway in the coming week: vanishing profits.</p><p>The tech-heavy Nasdaq 100 Stock Index enters this crucial stretch amid a darkening backdrop that short-circuited a strong start to the year. Underscoring the risks ahead, Microsoft Corp., which kicks off the group’s reporting Tuesday, joined Amazon.com Inc. in starting to cut thousands of jobs this week as sales slow. Google parent Alphabet Inc. followed with plans of its own to shrink its workforce.</p><p>Wall Street has been slashing earnings estimates for months for the tech sector, which is projected to be the biggest drag on S&amp;P 500 profits in the fourth quarter, data compiled by Bloomberg Intelligence show. The danger for investors, however, is that analysts still prove too optimistic, with demand for the industry’s products crumbling as the economy cools.</p><p>“Tech is driving a lot of the overall earnings recession that we’re seeing in the S&amp;P,” said Michael Casper, an equity strategist with Bloomberg Intelligence. “While there’s a lot baked in, depending on if this recession does emerge and how badly it occurs, there is certainly some negative revision risk for the sector still.”</p><p><img src=\"https://static.tigerbbs.com/4edfb26c00cf045058974ff11bc9be05\" tg-width=\"643\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/></p><p>Firms including Texas Instruments Inc., Lam Research Corp. and Intel Corp. also report next week. Apple Inc., Alphabet and other behemoths announce the week after. The group has huge sway over the path of the overall market, with info-tech accounting for more than 25% of the S&amp;P 500’s market capitalization.</p><p>Fourth-quarter earnings for tech firms in the benchmark are projected to drop 9.2% from the same period a year earlier, the steepest slide since 2016, data compiled by BI show. The speed of the deterioration in sentiment is notable: Three months ago, Wall Street merely saw profits coming in flat.</p><p>Revenue growth for these companies is fading relative to the past couple of years, when the pandemic and ensuing lockdowns supercharged sales for everything from digital services to personal computers and the components that power them. Higher costs are also squeezing profits.</p><h3>Valuation Concerns</h3><p>The concern, however, is that valuations are still far from cheap despite last year’s 33% tumble in the Nasdaq 100. The gauge is priced at about 21 times profits projected over the next 12 months, compared with an average of 20.5 for the past decade, and further estimate cuts would only make it look more expensive. The multiple bottomed at 17.7 in 2020 and at 11.3 in 2011, in the wake of the recession that ended in 2009.</p><p>Still, for Sameer Bhasin, principal at Value Point Capital, most of the bad news has been priced in. He anticipates that first-quarter profit estimates may have further to fall, but says some of the fears are overblown.</p><p>“Tech isn’t suffering from an industry demand issue, it’s suffering more from a digestion of the excesses that were built in during the pandemic,” he said. “There’s money on the sidelines that is waiting to be put back into the sector.”</p><p>Analysts anticipate that tech profits will return to growth in the second half of the year, data compiled by BI show. That will make executives’ outlooks for the full year all the more critical for stocks.</p><p>As earnings roll in over the next few weeks, investors will have plenty of risks to monitor.</p><p>Among them are the possibility that inflation proves to be more entrenched than many expect, as well as the effect of higher rates on profits, says Nick Getaz, a portfolio manager of the Franklin Rising Dividends Fund.</p><p>“Monetary policy has a lag and we’re likely still in the window of that,” he said. “We haven’t seen the earnings impact you’d expect to see from rate hikes.”</p><p><img src=\"https://static.tigerbbs.com/da4a32de8b29ea67916c3ed728c5907c\" tg-width=\"657\" tg-height=\"508\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Kicks Off Tech Earnings Set to Slump Most Since 2016</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Kicks Off Tech Earnings Set to Slump Most Since 2016\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-22 17:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/microsoft-kicks-off-tech-earnings-153000956.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech companies are cutting costs into crucial reporting seasonAnalysts have slashed earnings estimates on sector for months(Bloomberg) -- US technology stocks are about to hit their next hurdle when ...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsoft-kicks-off-tech-earnings-153000956.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","GOOG":"谷歌","GOOGL":"谷歌A","AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/microsoft-kicks-off-tech-earnings-153000956.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305911458","content_text":"Tech companies are cutting costs into crucial reporting seasonAnalysts have slashed earnings estimates on sector for months(Bloomberg) -- US technology stocks are about to hit their next hurdle when earnings season for the most influential segment of the S&P 500 Index gets underway in the coming week: vanishing profits.The tech-heavy Nasdaq 100 Stock Index enters this crucial stretch amid a darkening backdrop that short-circuited a strong start to the year. Underscoring the risks ahead, Microsoft Corp., which kicks off the group’s reporting Tuesday, joined Amazon.com Inc. in starting to cut thousands of jobs this week as sales slow. Google parent Alphabet Inc. followed with plans of its own to shrink its workforce.Wall Street has been slashing earnings estimates for months for the tech sector, which is projected to be the biggest drag on S&P 500 profits in the fourth quarter, data compiled by Bloomberg Intelligence show. The danger for investors, however, is that analysts still prove too optimistic, with demand for the industry’s products crumbling as the economy cools.“Tech is driving a lot of the overall earnings recession that we’re seeing in the S&P,” said Michael Casper, an equity strategist with Bloomberg Intelligence. “While there’s a lot baked in, depending on if this recession does emerge and how badly it occurs, there is certainly some negative revision risk for the sector still.”Firms including Texas Instruments Inc., Lam Research Corp. and Intel Corp. also report next week. Apple Inc., Alphabet and other behemoths announce the week after. The group has huge sway over the path of the overall market, with info-tech accounting for more than 25% of the S&P 500’s market capitalization.Fourth-quarter earnings for tech firms in the benchmark are projected to drop 9.2% from the same period a year earlier, the steepest slide since 2016, data compiled by BI show. The speed of the deterioration in sentiment is notable: Three months ago, Wall Street merely saw profits coming in flat.Revenue growth for these companies is fading relative to the past couple of years, when the pandemic and ensuing lockdowns supercharged sales for everything from digital services to personal computers and the components that power them. Higher costs are also squeezing profits.Valuation ConcernsThe concern, however, is that valuations are still far from cheap despite last year’s 33% tumble in the Nasdaq 100. The gauge is priced at about 21 times profits projected over the next 12 months, compared with an average of 20.5 for the past decade, and further estimate cuts would only make it look more expensive. The multiple bottomed at 17.7 in 2020 and at 11.3 in 2011, in the wake of the recession that ended in 2009.Still, for Sameer Bhasin, principal at Value Point Capital, most of the bad news has been priced in. He anticipates that first-quarter profit estimates may have further to fall, but says some of the fears are overblown.“Tech isn’t suffering from an industry demand issue, it’s suffering more from a digestion of the excesses that were built in during the pandemic,” he said. “There’s money on the sidelines that is waiting to be put back into the sector.”Analysts anticipate that tech profits will return to growth in the second half of the year, data compiled by BI show. That will make executives’ outlooks for the full year all the more critical for stocks.As earnings roll in over the next few weeks, investors will have plenty of risks to monitor.Among them are the possibility that inflation proves to be more entrenched than many expect, as well as the effect of higher rates on profits, says Nick Getaz, a portfolio manager of the Franklin Rising Dividends Fund.“Monetary policy has a lag and we’re likely still in the window of that,” he said. “We haven’t seen the earnings impact you’d expect to see from rate hikes.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956424483,"gmtCreate":1674151825542,"gmtModify":1676538926985,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9956424483","repostId":"1139589293","repostType":4,"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958445439,"gmtCreate":1673811903521,"gmtModify":1676538888435,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958445439","repostId":"1152326565","repostType":4,"repost":{"id":"1152326565","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":1673754668,"share":"https://www.laohu8.com/m/news/1152326565?lang=&edition=full","pubTime":"2023-01-15 11:51","market":"us","language":"en","title":"Tesla Q4 Earnings Preview: Focus on the Intense Competition in Chinese Market and Economic Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=1152326565","media":"Tiger Newspress","summary":"Wall Street forecasts Tesla’s 2022 full-year earnings advancing 80% to $4.07 per share, after surgin","content":"<html><head></head><body><blockquote>Wall Street forecasts Tesla’s 2022 full-year earnings advancing 80% to $4.07 per share, after surging 202% in 2021. Sales should jump 55% to $83.3 billion, down from a 71% gain in 2021.</blockquote><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> is scheduled to announce Q4 earnings results after the market closes on Wednesday, January 25.</p><h2>Latest Results</h2><p>It posted quarterly revenue of $21.5 billion, its highest ever, up from around $13.8 billion in Q3 2021, and generated nearly $3.3 billion in quarterly profit.</p><h2>Q4 Guidance</h2><p>It expected to finish the year just shy of its 2022 target of boosting vehicle deliveries by 50%, and Musk floated the idea of a buyback of around $5 billion to $10 billion in 2023.</p><p>Wall Street forecasts 2022 full-year earnings advancing 80% to $4.07 per share, after surging 202% in 2021. Sales should jump 55% to $83.3 billion, down from a 71% gain in 2021.</p><h2>Tesla Set Record With 405,278 Deliveries in Q4, but Missed Estimates</h2><p>It produced over 439,000 vehicles and delivered over 405,000 vehicles in Q4, missing Bloomberg&#39;s estimate of 420,760. The delivery of 405,278 vehicles represents 31% Y/Y growth.</p><p>The total vehicle deliveries grew 40% Y/Y to 1.31M, while production grew 47% Y/Y to 1.37M in FY22.</p><h2>Different Competitive Landscapes in the Chinese and American Markets</h2><p>Throughout North America, EV competition remains relatively light. And in the U.S., new EV credits should bolster Tesla&#39;s demand in 2023.</p><p>The bottom line is that volume EV production, especially of head-to-head rivals to Tesla vehicles, may not come until 2024 or later.</p><p>But overall competition to win over American car buyers will heat up. Total U.S. auto production should pick up in 2023 as chip shortages and other supply chain woes fade. Prices of used cars, including Tesla EVs, are coming down.</p><p>While in China, vehicles including the BYD Seal, Nio ET5 and other EVs are taking on the popular Tesla Model 3. The higher-margin Model Y faces relatively less competition in China, but that could change in 2023. BYD, Nio, Li Auto, XPeng, Zeekr and others are looking to move into Tesla&#39;s affordable luxury space. Meanwhile, the Tesla Model 3 and Y are starting to age.</p><p>Another thing to mention is that Tesla has cut prices in the United States, Germany, China and other Asian markets, the move marked a reversal in Tesla&#39;s largest markets from the strategy it had pursued through much of 2022 when demand was strong and average sale prices for its electric vehicles had been trending higher.</p><h2>Will Musk Really Stop Selling Tesla Stocks After Liquidating Over $39 Billion?</h2><p>Musk signaled he wouldn’t sell any Tesla stock for a minimum of 18 months to 24 months on Twitter. He has liquidated more than $39 billion in the company’s shares since the stock peaked in November 2021.</p><p>This isn&#39;t the first time Musk has vowed not to sell more Tesla stock this year. In August, after selling more than $8 billion worth of Tesla stock to help finance his purchase of Twitter, Musk tweeted, &#34;no further TSLA sales planned after today.&#34;</p><p>Also, he raised doubts about near-term demand and the timing of a potential share repurchase by the company mentioned in October.</p><h2>Analyst Opinions</h2><p>Deutsche Bank analyst Emmanuel Rosner lowered its price target to $250 from $270 and reiterated the Buy rating, he lowered the Q4 revenue forecast from $23.5bn to $23bn and cut gross margin slightly more to 26.3%(ex-credit), and he was tweaking down 2023 deliveries estimate to 1.84m units, and revenue to $100.7 billion.</p><p>Goldman Sachs analyst Mark Delaney offered the price target of $205 and the Buy rating, he lowered its 2023 delivery estimate from 1.85 million to 1.8 million and noted that the potential for the Chinese market to strengthen over the course of 2023 and new credits like the IRA should be positive.</p><p>Mizuho analyst Vijay Rakesh maintained a Buy rating but lowered the price target from $285 to $250, Rakesh believed concerns remain around a weakening consumer driven by rising interest rates and broader macro concerns, which could continue to be a headwind in 2023H1.</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 Q4 Earnings Preview: Focus on the Intense Competition in Chinese Market and Economic Recession</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 Q4 Earnings Preview: Focus on the Intense Competition in Chinese Market and Economic Recession\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\">2023-01-15 11:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>Wall Street forecasts Tesla’s 2022 full-year earnings advancing 80% to $4.07 per share, after surging 202% in 2021. Sales should jump 55% to $83.3 billion, down from a 71% gain in 2021.</blockquote><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> is scheduled to announce Q4 earnings results after the market closes on Wednesday, January 25.</p><h2>Latest Results</h2><p>It posted quarterly revenue of $21.5 billion, its highest ever, up from around $13.8 billion in Q3 2021, and generated nearly $3.3 billion in quarterly profit.</p><h2>Q4 Guidance</h2><p>It expected to finish the year just shy of its 2022 target of boosting vehicle deliveries by 50%, and Musk floated the idea of a buyback of around $5 billion to $10 billion in 2023.</p><p>Wall Street forecasts 2022 full-year earnings advancing 80% to $4.07 per share, after surging 202% in 2021. Sales should jump 55% to $83.3 billion, down from a 71% gain in 2021.</p><h2>Tesla Set Record With 405,278 Deliveries in Q4, but Missed Estimates</h2><p>It produced over 439,000 vehicles and delivered over 405,000 vehicles in Q4, missing Bloomberg&#39;s estimate of 420,760. The delivery of 405,278 vehicles represents 31% Y/Y growth.</p><p>The total vehicle deliveries grew 40% Y/Y to 1.31M, while production grew 47% Y/Y to 1.37M in FY22.</p><h2>Different Competitive Landscapes in the Chinese and American Markets</h2><p>Throughout North America, EV competition remains relatively light. And in the U.S., new EV credits should bolster Tesla&#39;s demand in 2023.</p><p>The bottom line is that volume EV production, especially of head-to-head rivals to Tesla vehicles, may not come until 2024 or later.</p><p>But overall competition to win over American car buyers will heat up. Total U.S. auto production should pick up in 2023 as chip shortages and other supply chain woes fade. Prices of used cars, including Tesla EVs, are coming down.</p><p>While in China, vehicles including the BYD Seal, Nio ET5 and other EVs are taking on the popular Tesla Model 3. The higher-margin Model Y faces relatively less competition in China, but that could change in 2023. BYD, Nio, Li Auto, XPeng, Zeekr and others are looking to move into Tesla&#39;s affordable luxury space. Meanwhile, the Tesla Model 3 and Y are starting to age.</p><p>Another thing to mention is that Tesla has cut prices in the United States, Germany, China and other Asian markets, the move marked a reversal in Tesla&#39;s largest markets from the strategy it had pursued through much of 2022 when demand was strong and average sale prices for its electric vehicles had been trending higher.</p><h2>Will Musk Really Stop Selling Tesla Stocks After Liquidating Over $39 Billion?</h2><p>Musk signaled he wouldn’t sell any Tesla stock for a minimum of 18 months to 24 months on Twitter. He has liquidated more than $39 billion in the company’s shares since the stock peaked in November 2021.</p><p>This isn&#39;t the first time Musk has vowed not to sell more Tesla stock this year. In August, after selling more than $8 billion worth of Tesla stock to help finance his purchase of Twitter, Musk tweeted, &#34;no further TSLA sales planned after today.&#34;</p><p>Also, he raised doubts about near-term demand and the timing of a potential share repurchase by the company mentioned in October.</p><h2>Analyst Opinions</h2><p>Deutsche Bank analyst Emmanuel Rosner lowered its price target to $250 from $270 and reiterated the Buy rating, he lowered the Q4 revenue forecast from $23.5bn to $23bn and cut gross margin slightly more to 26.3%(ex-credit), and he was tweaking down 2023 deliveries estimate to 1.84m units, and revenue to $100.7 billion.</p><p>Goldman Sachs analyst Mark Delaney offered the price target of $205 and the Buy rating, he lowered its 2023 delivery estimate from 1.85 million to 1.8 million and noted that the potential for the Chinese market to strengthen over the course of 2023 and new credits like the IRA should be positive.</p><p>Mizuho analyst Vijay Rakesh maintained a Buy rating but lowered the price target from $285 to $250, Rakesh believed concerns remain around a weakening consumer driven by rising interest rates and broader macro concerns, which could continue to be a headwind in 2023H1.</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":"1152326565","content_text":"Wall Street forecasts Tesla’s 2022 full-year earnings advancing 80% to $4.07 per share, after surging 202% in 2021. Sales should jump 55% to $83.3 billion, down from a 71% gain in 2021.Tesla Motors is scheduled to announce Q4 earnings results after the market closes on Wednesday, January 25.Latest ResultsIt posted quarterly revenue of $21.5 billion, its highest ever, up from around $13.8 billion in Q3 2021, and generated nearly $3.3 billion in quarterly profit.Q4 GuidanceIt expected to finish the year just shy of its 2022 target of boosting vehicle deliveries by 50%, and Musk floated the idea of a buyback of around $5 billion to $10 billion in 2023.Wall Street forecasts 2022 full-year earnings advancing 80% to $4.07 per share, after surging 202% in 2021. Sales should jump 55% to $83.3 billion, down from a 71% gain in 2021.Tesla Set Record With 405,278 Deliveries in Q4, but Missed EstimatesIt produced over 439,000 vehicles and delivered over 405,000 vehicles in Q4, missing Bloomberg's estimate of 420,760. The delivery of 405,278 vehicles represents 31% Y/Y growth.The total vehicle deliveries grew 40% Y/Y to 1.31M, while production grew 47% Y/Y to 1.37M in FY22.Different Competitive Landscapes in the Chinese and American MarketsThroughout North America, EV competition remains relatively light. And in the U.S., new EV credits should bolster Tesla's demand in 2023.The bottom line is that volume EV production, especially of head-to-head rivals to Tesla vehicles, may not come until 2024 or later.But overall competition to win over American car buyers will heat up. Total U.S. auto production should pick up in 2023 as chip shortages and other supply chain woes fade. Prices of used cars, including Tesla EVs, are coming down.While in China, vehicles including the BYD Seal, Nio ET5 and other EVs are taking on the popular Tesla Model 3. The higher-margin Model Y faces relatively less competition in China, but that could change in 2023. BYD, Nio, Li Auto, XPeng, Zeekr and others are looking to move into Tesla's affordable luxury space. Meanwhile, the Tesla Model 3 and Y are starting to age.Another thing to mention is that Tesla has cut prices in the United States, Germany, China and other Asian markets, the move marked a reversal in Tesla's largest markets from the strategy it had pursued through much of 2022 when demand was strong and average sale prices for its electric vehicles had been trending higher.Will Musk Really Stop Selling Tesla Stocks After Liquidating Over $39 Billion?Musk signaled he wouldn’t sell any Tesla stock for a minimum of 18 months to 24 months on Twitter. He has liquidated more than $39 billion in the company’s shares since the stock peaked in November 2021.This isn't the first time Musk has vowed not to sell more Tesla stock this year. In August, after selling more than $8 billion worth of Tesla stock to help finance his purchase of Twitter, Musk tweeted, \"no further TSLA sales planned after today.\"Also, he raised doubts about near-term demand and the timing of a potential share repurchase by the company mentioned in October.Analyst OpinionsDeutsche Bank analyst Emmanuel Rosner lowered its price target to $250 from $270 and reiterated the Buy rating, he lowered the Q4 revenue forecast from $23.5bn to $23bn and cut gross margin slightly more to 26.3%(ex-credit), and he was tweaking down 2023 deliveries estimate to 1.84m units, and revenue to $100.7 billion.Goldman Sachs analyst Mark Delaney offered the price target of $205 and the Buy rating, he lowered its 2023 delivery estimate from 1.85 million to 1.8 million and noted that the potential for the Chinese market to strengthen over the course of 2023 and new credits like the IRA should be positive.Mizuho analyst Vijay Rakesh maintained a Buy rating but lowered the price target from $285 to $250, Rakesh believed concerns remain around a weakening consumer driven by rising interest rates and broader macro concerns, which could continue to be a headwind in 2023H1.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958364522,"gmtCreate":1673637517467,"gmtModify":1676538868917,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958364522","repostId":"9958339837","repostType":1,"repost":{"id":9958339837,"gmtCreate":1673626449529,"gmtModify":1676538867411,"author":{"id":"10000000000010714","authorId":"10000000000010714","name":"HueFin News","avatar":"https://community-static.tradeup.com/news/525ab01de57ae269d24770433c37e0ed","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"\n \n \n  Tesla Stock Fan Sees $1.5 Million Wiped Away!!! TSLA Stock Prediction Now!!!\n \n","listText":"Tesla Stock Fan Sees $1.5 Million Wiped Away!!! TSLA Stock Prediction Now!!!","text":"Tesla Stock Fan Sees $1.5 Million Wiped Away!!! TSLA Stock Prediction Now!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958339837","isVote":1,"tweetType":2,"object":{"id":"6884012b54534d8daf6becc818bbde76","tweetId":"9958339837","title":"Tesla Stock Fan Sees $1.5 Million Wiped Away!!! TSLA Stock Prediction Now!!!","videoUrl":"http://v.tigerbbs.com/16736264408710decd17b42d71532b35dd0cc8e7d6beb.mp4","poster":"https://static.tigerbbs.com/514e840c2548cde751817d30c8202003","shareLink":"http://v.tigerbbs.com/16736264408710decd17b42d71532b35dd0cc8e7d6beb.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950144495,"gmtCreate":1672707681018,"gmtModify":1676538722547,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9950144495","repostId":"1177934568","repostType":4,"repost":{"id":"1177934568","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":1672701185,"share":"https://www.laohu8.com/m/news/1177934568?lang=&edition=full","pubTime":"2023-01-03 07:13","market":"fut","language":"en","title":"2022 Recap: Futures Market Performance","url":"https://stock-news.laohu8.com/highlight/detail?id=1177934568","media":"Tiger Newspress","summary":"Nickel future soared over 44% as global demand for nickel rose on EV boom. Brent gained 11% while U.","content":"<html><head></head><body><p>Nickel future soared over 44% as global demand for nickel rose on EV boom. <a href=\"https://laohu8.com/FUT/BZmain\">Brent</a> gained 11% while <a href=\"https://laohu8.com/FUT/CLmain\">U.S. crude</a> rose nearly 7%. Bitcoin future tumbled 64% amid a rough year for crypto prices.</p><p><img src=\"https://static.tigerbbs.com/c073bd641dd79c00725468ff45e05962\" tg-width=\"750\" tg-height=\"1580\" referrerpolicy=\"no-referrer\"/>The market for nickel is already being transformed as car batteries take over from stainless steel as the major growth market. The world’s biggest miner predicts nine in 10 cars sold by 2040 will be EVs, helping to boost worldwide usage of key battery materials including nickel.</p><p>Oil prices swung wildly in 2022, climbing on tight supplies amid the war in Ukraine, then sliding on worries of an economic contraction, but closed the year with a second straight annual gain.</p><p>Prices surged in March as Russia&#39;s invasion of Ukraine upended global crude flows, with international benchmark Brent reaching $139.13 a barrel, highest since 2008. Prices cooled rapidly in the second half as central banks hiked interest rates and fanned worries of recession.</p><p>&#34;This has been an extraordinary year for commodity markets, with supply risks leading to increased volatility and elevated prices,&#34; said ING analyst Ewa Manthey. &#34;Next year is set to be another year of uncertainty, with plenty of volatility,&#34; she said.</p><p>For the year, <a href=\"https://laohu8.com/FUT/BZmain\">Brent</a> gained about 11%. <a href=\"https://laohu8.com/FUT/CLmain\">U.S. crude</a> rose nearly 7% in 2022. Both benchmarks fell sharply in 2020 as the COVID-19 pandemic slashed fuel demand. Investors in 2023 are expected to keep taking a cautious approach, wary of interest rate hikes and possible recessions.</p><p>Natural gas markets ended 2022 with strong gains after a global energy crisis triggered by the Russia-Ukraine war stoked prices, and tighter supplies expected in 2023 could fuel more gains. <a href=\"https://laohu8.com/FUT/NGmain\">U.S. gas futures</a> jumped by 17.8%, up for a third consecutive year.</p><p><a href=\"https://laohu8.com/FUT/ZSmain\">Soybeans</a> and <a href=\"https://laohu8.com/FUT/ZCmain\">corn</a> both ended the year up around 14%, as severe drought in Argentina raised concerns about South America&#39;s crop. Going forward, food-commodity prices are likely to stay elevated. Wheat production is unlikely to replenish depleted world inventories, at least in the first half of 2023, while crops producing edible oils are suffering from adverse weather in Latin America and Southeast Asia.</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>2022 Recap: Futures Market Performance</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\">\n2022 Recap: Futures Market Performance\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\">2023-01-03 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nickel future soared over 44% as global demand for nickel rose on EV boom. <a href=\"https://laohu8.com/FUT/BZmain\">Brent</a> gained 11% while <a href=\"https://laohu8.com/FUT/CLmain\">U.S. crude</a> rose nearly 7%. Bitcoin future tumbled 64% amid a rough year for crypto prices.</p><p><img src=\"https://static.tigerbbs.com/c073bd641dd79c00725468ff45e05962\" tg-width=\"750\" tg-height=\"1580\" referrerpolicy=\"no-referrer\"/>The market for nickel is already being transformed as car batteries take over from stainless steel as the major growth market. The world’s biggest miner predicts nine in 10 cars sold by 2040 will be EVs, helping to boost worldwide usage of key battery materials including nickel.</p><p>Oil prices swung wildly in 2022, climbing on tight supplies amid the war in Ukraine, then sliding on worries of an economic contraction, but closed the year with a second straight annual gain.</p><p>Prices surged in March as Russia&#39;s invasion of Ukraine upended global crude flows, with international benchmark Brent reaching $139.13 a barrel, highest since 2008. Prices cooled rapidly in the second half as central banks hiked interest rates and fanned worries of recession.</p><p>&#34;This has been an extraordinary year for commodity markets, with supply risks leading to increased volatility and elevated prices,&#34; said ING analyst Ewa Manthey. &#34;Next year is set to be another year of uncertainty, with plenty of volatility,&#34; she said.</p><p>For the year, <a href=\"https://laohu8.com/FUT/BZmain\">Brent</a> gained about 11%. <a href=\"https://laohu8.com/FUT/CLmain\">U.S. crude</a> rose nearly 7% in 2022. Both benchmarks fell sharply in 2020 as the COVID-19 pandemic slashed fuel demand. Investors in 2023 are expected to keep taking a cautious approach, wary of interest rate hikes and possible recessions.</p><p>Natural gas markets ended 2022 with strong gains after a global energy crisis triggered by the Russia-Ukraine war stoked prices, and tighter supplies expected in 2023 could fuel more gains. <a href=\"https://laohu8.com/FUT/NGmain\">U.S. gas futures</a> jumped by 17.8%, up for a third consecutive year.</p><p><a href=\"https://laohu8.com/FUT/ZSmain\">Soybeans</a> and <a href=\"https://laohu8.com/FUT/ZCmain\">corn</a> both ended the year up around 14%, as severe drought in Argentina raised concerns about South America&#39;s crop. Going forward, food-commodity prices are likely to stay elevated. Wheat production is unlikely to replenish depleted world inventories, at least in the first half of 2023, while crops producing edible oils are suffering from adverse weather in Latin America and Southeast Asia.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177934568","content_text":"Nickel future soared over 44% as global demand for nickel rose on EV boom. Brent gained 11% while U.S. crude rose nearly 7%. Bitcoin future tumbled 64% amid a rough year for crypto prices.The market for nickel is already being transformed as car batteries take over from stainless steel as the major growth market. The world’s biggest miner predicts nine in 10 cars sold by 2040 will be EVs, helping to boost worldwide usage of key battery materials including nickel.Oil prices swung wildly in 2022, climbing on tight supplies amid the war in Ukraine, then sliding on worries of an economic contraction, but closed the year with a second straight annual gain.Prices surged in March as Russia's invasion of Ukraine upended global crude flows, with international benchmark Brent reaching $139.13 a barrel, highest since 2008. Prices cooled rapidly in the second half as central banks hiked interest rates and fanned worries of recession.\"This has been an extraordinary year for commodity markets, with supply risks leading to increased volatility and elevated prices,\" said ING analyst Ewa Manthey. \"Next year is set to be another year of uncertainty, with plenty of volatility,\" she said.For the year, Brent gained about 11%. U.S. crude rose nearly 7% in 2022. Both benchmarks fell sharply in 2020 as the COVID-19 pandemic slashed fuel demand. Investors in 2023 are expected to keep taking a cautious approach, wary of interest rate hikes and possible recessions.Natural gas markets ended 2022 with strong gains after a global energy crisis triggered by the Russia-Ukraine war stoked prices, and tighter supplies expected in 2023 could fuel more gains. U.S. gas futures jumped by 17.8%, up for a third consecutive year.Soybeans and corn both ended the year up around 14%, as severe drought in Argentina raised concerns about South America's crop. Going forward, food-commodity prices are likely to stay elevated. Wheat production is unlikely to replenish depleted world inventories, at least in the first half of 2023, while crops producing edible oils are suffering from adverse weather in Latin America and Southeast Asia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950993324,"gmtCreate":1672632062668,"gmtModify":1676538713813,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9950993324","repostId":"1105874821","repostType":4,"repost":{"id":"1105874821","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":1672621372,"share":"https://www.laohu8.com/m/news/1105874821?lang=&edition=full","pubTime":"2023-01-02 09:02","market":"us","language":"en","title":"2022 Recap: Top 10 ETFs' Performance","url":"https://stock-news.laohu8.com/highlight/detail?id=1105874821","media":"Tiger Newspress","summary":"Energy ETFs dominated 2022’s top funds.","content":"<html><head></head><body><p>Energy ETFs dominated 2022’s top funds. The top-performing ETF, once you filter out leveraged and inverse products, was <a href=\"https://laohu8.com/S/TUR\">iShares MSCI Turkey ETF</a> with a monster return of 105.81% through Dec. 31.</p><p><img src=\"https://static.tigerbbs.com/38f8ec750fb75826f2193bf24322d6fa\" tg-width=\"1407\" tg-height=\"1996\" referrerpolicy=\"no-referrer\"/>Turkey’s lira plummeted during the year while inflation soared as high as 80%. However, that was what drove the stock market’s outstanding performance, as domestic investors plowed in assets to hedge against skyrocketing prices.</p><p>Despite its outsized returns, U.S. investors aren’t taking the bait, and the fund has seen $82.8 million in outflows year-to-date. Indeed, a recentBloomberg articlenotes that foreign ownership of Turkish stocks hit record lows.</p><p>The top performers are energy related with one exception. The $2.6 billion <a href=\"https://laohu8.com/S/OIH\">VanEck Oil Services ETF </a> was in the No. 2 spot with a gain of 66.17%, followed by the <a href=\"https://laohu8.com/S/IEZ\">iShares U.S. Oil Equipment &amp; Services ETF</a> with a return of 65.74%.</p><p>Ultimately the remaining energy funds in the top 10 ETFs in terms of returns were up anywhere from 58.27% (the <a href=\"https://laohu8.com/S/PXE\">Invesco Dynamic Energy Exploration &amp; Production ETF</a>) to 64.17% ( <a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR Fund </a>). Almost all of those were equity funds; however, the United States 12-Month <a href=\"https://laohu8.com/S/UNL\">Natural Gas Fund LP </a> was in the mix with a return of 57%. The fund invests in natural gas futures via a laddered strategy that maintains equal-weight exposure to the 12 nearest-month NYMEX natural gas futures.</p><p>According to data from the Bureau of Labor Statistics, energy costs for Americans saw an average increase of 13% year-over-year as of November.</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>2022 Recap: Top 10 ETFs' Performance</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\">\n2022 Recap: Top 10 ETFs' Performance\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\">2023-01-02 09:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Energy ETFs dominated 2022’s top funds. The top-performing ETF, once you filter out leveraged and inverse products, was <a href=\"https://laohu8.com/S/TUR\">iShares MSCI Turkey ETF</a> with a monster return of 105.81% through Dec. 31.</p><p><img src=\"https://static.tigerbbs.com/38f8ec750fb75826f2193bf24322d6fa\" tg-width=\"1407\" tg-height=\"1996\" referrerpolicy=\"no-referrer\"/>Turkey’s lira plummeted during the year while inflation soared as high as 80%. However, that was what drove the stock market’s outstanding performance, as domestic investors plowed in assets to hedge against skyrocketing prices.</p><p>Despite its outsized returns, U.S. investors aren’t taking the bait, and the fund has seen $82.8 million in outflows year-to-date. Indeed, a recentBloomberg articlenotes that foreign ownership of Turkish stocks hit record lows.</p><p>The top performers are energy related with one exception. The $2.6 billion <a href=\"https://laohu8.com/S/OIH\">VanEck Oil Services ETF </a> was in the No. 2 spot with a gain of 66.17%, followed by the <a href=\"https://laohu8.com/S/IEZ\">iShares U.S. Oil Equipment &amp; Services ETF</a> with a return of 65.74%.</p><p>Ultimately the remaining energy funds in the top 10 ETFs in terms of returns were up anywhere from 58.27% (the <a href=\"https://laohu8.com/S/PXE\">Invesco Dynamic Energy Exploration &amp; Production ETF</a>) to 64.17% ( <a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR Fund </a>). Almost all of those were equity funds; however, the United States 12-Month <a href=\"https://laohu8.com/S/UNL\">Natural Gas Fund LP </a> was in the mix with a return of 57%. The fund invests in natural gas futures via a laddered strategy that maintains equal-weight exposure to the 12 nearest-month NYMEX natural gas futures.</p><p>According to data from the Bureau of Labor Statistics, energy costs for Americans saw an average increase of 13% year-over-year as of November.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VDE":"Vanguard Energy ETF","OIH":"石油服务ETF","IEZ":"iShares Dow Jones U.S. Oil Equip","XLE":"SPDR能源指数ETF","PXJ":"Invesco Oil & Gas Services ETF","XES":"SPDR S&P Oil & Gas Equipment & Services ETF","TUR":"土耳其ETF-iShares MSCI","IYE":"iShares U.S. Energy ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105874821","content_text":"Energy ETFs dominated 2022’s top funds. The top-performing ETF, once you filter out leveraged and inverse products, was iShares MSCI Turkey ETF with a monster return of 105.81% through Dec. 31.Turkey’s lira plummeted during the year while inflation soared as high as 80%. However, that was what drove the stock market’s outstanding performance, as domestic investors plowed in assets to hedge against skyrocketing prices.Despite its outsized returns, U.S. investors aren’t taking the bait, and the fund has seen $82.8 million in outflows year-to-date. Indeed, a recentBloomberg articlenotes that foreign ownership of Turkish stocks hit record lows.The top performers are energy related with one exception. The $2.6 billion VanEck Oil Services ETF  was in the No. 2 spot with a gain of 66.17%, followed by the iShares U.S. Oil Equipment & Services ETF with a return of 65.74%.Ultimately the remaining energy funds in the top 10 ETFs in terms of returns were up anywhere from 58.27% (the Invesco Dynamic Energy Exploration & Production ETF) to 64.17% ( Energy Select Sector SPDR Fund ). Almost all of those were equity funds; however, the United States 12-Month Natural Gas Fund LP  was in the mix with a return of 57%. The fund invests in natural gas futures via a laddered strategy that maintains equal-weight exposure to the 12 nearest-month NYMEX natural gas futures.According to data from the Bureau of Labor Statistics, energy costs for Americans saw an average increase of 13% year-over-year as of November.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927416536,"gmtCreate":1672557241125,"gmtModify":1676538705075,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927416536","repostId":"1113081958","repostType":4,"repost":{"id":"1113081958","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":1672535370,"share":"https://www.laohu8.com/m/news/1113081958?lang=&edition=full","pubTime":"2023-01-01 09:09","market":"us","language":"en","title":"Reminder: U.S. Market Closed for New Year's Day on Monday, Jan. 2, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1113081958","media":"Tiger Newspress","summary":"The New Year has arrived, please take note of the trading hours during the holiday period and make n","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/a3325f9177c7cac9e0526b4554c62cd7\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>The New Year has arrived, please take note of the trading hours during the holiday period and make necessary preparations in advance.</p><p>The U.S. market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Singapore market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Hong Kong market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Australian market will be closed at local time on Monday, Jan. 2, 2023.</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 Closed for New Year's Day on Monday, Jan. 2, 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 Closed for New Year's Day on Monday, Jan. 2, 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\">2023-01-01 09:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/a3325f9177c7cac9e0526b4554c62cd7\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>The New Year has arrived, please take note of the trading hours during the holiday period and make necessary preparations in advance.</p><p>The U.S. market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Singapore market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Hong Kong market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Australian market will be closed at local time on Monday, Jan. 2, 2023.</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":"1113081958","content_text":"The New Year has arrived, please take note of the trading hours during the holiday period and make necessary preparations in advance.The U.S. market will be closed at local time on Monday, Jan. 2, 2023.The Singapore market will be closed at local time on Monday, Jan. 2, 2023.The Hong Kong market will be closed at local time on Monday, Jan. 2, 2023.The Australian market will be closed at local time on Monday, Jan. 2, 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924775624,"gmtCreate":1672337767468,"gmtModify":1676538675407,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924775624","repostId":"1137209740","repostType":4,"repost":{"id":"1137209740","pubTimestamp":1672328467,"share":"https://www.laohu8.com/m/news/1137209740?lang=&edition=full","pubTime":"2022-12-29 23:41","market":"us","language":"en","title":"Tesla: A Generational Buying Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1137209740","media":"Seekingalpha","summary":"Its stock is undervalued intrinsically and relative to historic multiples.","content":"<html><head></head><body><h3>Summary</h3><ul><li>Tesla is one of the world&#39;s largest EV makers and an innovative powerhouse in areas from solar to self-driving.</li><li>The company has continued to produce strong financial results, beating both top and bottom line estimates in Q3,22.</li><li>A Twitter poll requested Elon Musk step down as the CEO of Twitter, which I suspect will benefit Tesla shareholders if he follows through.</li><li>Its stock is undervalued intrinsically and relative to historic multiples.</li></ul><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> is one of the world&#39;s largest EV makers and one of the most popular stocks in the world. The company was catapulted into stardom during the stimulus-fueled bull market of 2020, which sent the company fromnear bankruptcy to an S&amp;P 500, trillion-dollar titan. This tremendous bull run meant Tesla&#39;s stock price increased by over 1,300% and made many investors &#34;Teslanaires&#34;. However, since the macroeconomic environment changed in November 2021, as thehighinflation numbers were released, Tesla has become a rollercoaster for investors. The stock price has now been butchered by 73% from its all-time highs, with a 44% decline in December alone. This looks to have been driven by a series of macroeconomic factors. In addition, to a serious amount of stock selling by founder Elon Musk (which I will discuss more on in the Risks) section. There have also been somereportsof a production cut in January 2023, expected at Tesla&#39;s Shanghai factory. Although the company hasn&#39;t confirmed this yet. With all this bad news you may wonder why I am bullish on the stock? There are a few reasons for this, of course, we know about the company&#39;s leadership position and technology innovation. In addition, Tesla customers are nowpoisedto benefit from a $7,500 EV tax incentive which was offered thanks to the &#34;anti-inflation act&#34; and should boost EV demand. Its stock is also deeply undervalued intrinsically. In this post, I&#39;m going to review its financials, outline production updates, and revisit its valuation. Let&#39;s dive in.</p><p><img src=\"https://static.tigerbbs.com/7a79a1ea5bc04bd0f7d6b837085e569e\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data byYCharts</p><h3>Strong Financials</h3><p>Tesla generated strong financialresultsfor the third quarter of 2022. Revenue increased by a rapid 56% year over year to a record $21.45 billion, which was a strong positive. However, it did miss analyst estimates by $428.34 million. This was mainly driven by unfavorable foreign exchange headwinds, as a rising dollar impacted international revenue. Overall vehicle deliveries increased by 42% year over year to 343,830 units. The Model Y drove the majority of sales, followed by the Model S.</p><p><img src=\"https://static.tigerbbs.com/20b64a3820209ed9456f87830d2189af\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Theaf orementioned tax credit is for EV vehicles that sell for below $55,000 and thus this includes Tesla&#39;s best-selling models 3 and Y. However, with options attached to the models, this will likely go over the tax rate availability. I did notice Tesla has relatively few low-cost (below $50,000 models) available on its website, within 200 miles of Rodeo Drive LA. I suspect the tax credit has helped to boost sales of low-value models already, which is a positive. I did notice Tesla is offering 10,000 miles of free supercharging which looks to be an incentive to boost demand further.</p><p><img src=\"https://static.tigerbbs.com/57567a6966f9a88dec06edea0df2921f\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/></p><p>Tesla vehicle stock (Tesla website, author search)</p><p>As of the third quarter of 2022, Tesla ramped up its production by 54% YoY to 365,923 vehicles. The latestdata(November 2022) shows Tesla still dominates the electric vehicle market in the U.S.A, with 65% market share. However, it should be noted that its market share has declined from the 79% in 2020. For many years, bearish analysts have said &#34;competition is coming&#34; for Tesla, but now it looks as though they are finally starting to eat market share.</p><p><img src=\"https://static.tigerbbs.com/be8f129b31bd55450cd9d2b4db301535\" tg-width=\"640\" tg-height=\"283\" referrerpolicy=\"no-referrer\"/></p><p>Tesla market share (Electrek)</p><p>Ford is the second largest EV maker in the U.S. but still trails Tesla massively with just 7% market share. The company produces the F-150 which is the most popular vehicle sold in the U.S. Its new EV version of the F-150 isforecastto be released in 2023 and thus I believe this will be a major driver of sales. A positive for Tesla is the entire EV market is growing and thus the pie is getting bigger for all manufacturers. According to one study, the EV industry is forecast to grow at a 23.1% CAGR and be worth over $1.1 trillion by 2030.</p><p><img src=\"https://static.tigerbbs.com/3b8dd476696262c736d8202f0eb711b3\" tg-width=\"640\" tg-height=\"241\" referrerpolicy=\"no-referrer\"/></p><p>Ford 150 Electric (Ford Website, author screenshot)</p><p>A positive for Tesla is it doesn&#39;t have to convert traditional internal combustion engine facilities into EV manufacturing plants, like many traditional automakers. Tesla is vertically integrated from the ground up and has even developed unique pieces of equipment to manufacture its cars, such as the world&#39;s largest &#34;gigapress&#34;. Elon Musk has often stated in the past that producing a prototype or a low volume of vehicles is &#34;pretty easy&#34;, but manufacturing at scale is the challenging part. Tesla ramped up its Shanghai factory production in the third quarter and its Berlin factory also produced 2,000 model Y vehicles, although still in the early stages of a full ramp.</p><p>Tesla&#39;s rate of innovation is so great that when traditional auto manufacturers are thinking about breakfast, Tesla is already eating their lunch. For example, I recentlywatchedthe Tesla Semipresentationby Elon Musk, which is currently in production. The company has reinvented trucking with a smooth design which was tested in a state-of-the-art wind chamber, to maximize its range of 500 miles which was astonishing. The truck is also reportedly as &#34;easy to drive as a Model 3, with basically no training required&#34; according to Musk.</p><p><img src=\"https://static.tigerbbs.com/0285620745fdf8528607519819ead673\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Semi(Tesla)</p><p>Tesla has also innovated on the charging front with new &#34;Megachargers&#34; announced, that enable charging at a staggering 1 megawatt. This basically means truck batteries can be charged up to 70% in 30 minutes, which is the average amount of time a truck driver will take on a refresh break. The uniquely designed Cybertruck is alsoreportedto start production in 2023 and will benefit from the &#34;Megachargers&#34;.</p><p>Tesla increased its energy storage deployed to 2,100 MWh, which increased by a substantial 62% year over year. The company did experience some supply chain constraints as demand continued to &#34;outstrip supply&#34;.</p><p><img src=\"https://static.tigerbbs.com/2e9768e93dfbc30a6ed7f6a616288ecd\" tg-width=\"640\" tg-height=\"311\" referrerpolicy=\"no-referrer\"/></p><p>Energy storage (Q3,22 report)</p><p>Tesla is also innovating on the artificial intelligence front as the company announced its beta Full self-driving and even humanoid robot concept called Optimus, which I have covered in greater detail in past posts. AI has recently seen a huge surge in popularity. The Open AI institute which was originally backed by Elon Musk released the popular ChatGPT, which some analysts believe could rival Google. I could envision a ChatGPT-like AI model embedded into the software of Optimus, which would make it a font of information while also assisting with tasks based upon prompts. This would truly create a &#34;superintelligence&#34; quite easily given the component pieces are all available.</p><p><img src=\"https://static.tigerbbs.com/f7fe2dfb674cd77a5935cb3ad7b34ca8\" tg-width=\"640\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day 2022(Tesla)</p><p>Tesla reported earnings per share of $0.95, which increased by a staggering 93.57% year over year and beat analyst estimates by $0.06. The company also has a strong balance sheet with $21,107 billion in cash and short-term investments. The company does have fairly high debt of $5.87 billion, but just $979 million of this is short term debt, due within the next 2 years.</p><h3>Advanced Valuation</h3><p>I have plugged the latest financials of Tesla into my discounted cash flow valuation model. I have forecasted 30% revenue growth for next year which is fairly conservative given past growth rates of above 50%. I have given a lower estimate due to the tepid macroeconomic environment forecasted. However, in years 2 to 5, I have forecasted a recovery with a 35% revenue growth rate per year.</p><p><img src=\"https://static.tigerbbs.com/500a6571bf014bc4f705876a2b54d81f\" tg-width=\"640\" tg-height=\"293\" referrerpolicy=\"no-referrer\"/></p><p>Tesla stock valuation (created by author Ben at Motivation 2 Invest)</p><p>To increase the accuracy of the valuation, I have capitalized R&amp;D expenses which has lifted net income. In addition, I have forecasted a pre-tax operating margin of 20% over the next 10 years, as the company scales and benefits from an increasing amount of cross-selling between its products.</p><p><img src=\"https://static.tigerbbs.com/f3b77d54dee36748f8aba2dbb017bd53\" tg-width=\"640\" tg-height=\"697\" referrerpolicy=\"no-referrer\"/></p><p>Tesla stock valuation (created by author Ben at Motivation 2 Invest)</p><p>Given these factors I get a fair value of $216 per share, the stock is trading at ~$109 per share at the time of writing and thus is ~50% undervalued.</p><p>As an extra data point, Tesla trades at a Price to Sales ratio = 4.52, which is 52% cheaper than its 5-year average.</p><p><img src=\"https://static.tigerbbs.com/8d2a4393b0790f345f095c860ebcc51f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h3>Risks-Elon Musk Selling/Twitter</h3><p>A key red flag is the continued sale of Tesla stock by Elon Musk. A mid-December SECfilingreports Elon Musk sold 22 million shares of Tesla stock, with a staggering value of $3.6 billion. Musk is known to have slept in Tesla&#39;s factory and is very committed to the company, but when he repeatedly sells stock, it does contradict this narrative.</p><p><img src=\"https://static.tigerbbs.com/7ab90b0248581ffdd6e1053e959dabb8\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>SEC filing(SEC/author annotation)</p><p>Musk may be selling shares to help pay down some of Twitter&#39;s debt, which he has previously made comments about. Many investors (including myself) believe Twitter is a major distraction to Elon Musk&#39;s mission at Tesla. In a recentvoteon Twitter, 57% of people asked Elon to step down as the CEO of Twitter, which he said he will abide by when he gets a replacement.</p><p><img src=\"https://static.tigerbbs.com/642e9c75c64b767a55648c6514f3739a\" tg-width=\"640\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/></p><p>CEO vote(Elon Musk Twitter)</p><p>Other risks include the forecasted recession and competition which I have previously discussed.</p><h3>Final Thoughts</h3><p>Tesla is a tremendous technology company with many competitive advantages from its manufacturing to technology and even its strong brand/community. Tesla has grown into its previously &#34;high&#34; valuation by continuing to generate strong financial results. Its stock is now deeply undervalued and thus this could be a great long-term investment. I do predict some short-term volatility over the next 12 months due to the recessionary environment, but Tesla&#39;s technology advantages should keep them ahead.</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: A Generational Buying Opportunity</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: A Generational Buying Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-29 23:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4566840-tesla-stock-generational-buying-opportunity><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla is one of the world's largest EV makers and an innovative powerhouse in areas from solar to self-driving.The company has continued to produce strong financial results, beating both top ...</p>\n\n<a href=\"https://seekingalpha.com/article/4566840-tesla-stock-generational-buying-opportunity\">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/4566840-tesla-stock-generational-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1137209740","content_text":"SummaryTesla is one of the world's largest EV makers and an innovative powerhouse in areas from solar to self-driving.The company has continued to produce strong financial results, beating both top and bottom line estimates in Q3,22.A Twitter poll requested Elon Musk step down as the CEO of Twitter, which I suspect will benefit Tesla shareholders if he follows through.Its stock is undervalued intrinsically and relative to historic multiples.Tesla is one of the world's largest EV makers and one of the most popular stocks in the world. The company was catapulted into stardom during the stimulus-fueled bull market of 2020, which sent the company fromnear bankruptcy to an S&P 500, trillion-dollar titan. This tremendous bull run meant Tesla's stock price increased by over 1,300% and made many investors \"Teslanaires\". However, since the macroeconomic environment changed in November 2021, as thehighinflation numbers were released, Tesla has become a rollercoaster for investors. The stock price has now been butchered by 73% from its all-time highs, with a 44% decline in December alone. This looks to have been driven by a series of macroeconomic factors. In addition, to a serious amount of stock selling by founder Elon Musk (which I will discuss more on in the Risks) section. There have also been somereportsof a production cut in January 2023, expected at Tesla's Shanghai factory. Although the company hasn't confirmed this yet. With all this bad news you may wonder why I am bullish on the stock? There are a few reasons for this, of course, we know about the company's leadership position and technology innovation. In addition, Tesla customers are nowpoisedto benefit from a $7,500 EV tax incentive which was offered thanks to the \"anti-inflation act\" and should boost EV demand. Its stock is also deeply undervalued intrinsically. In this post, I'm going to review its financials, outline production updates, and revisit its valuation. Let's dive in.Data byYChartsStrong FinancialsTesla generated strong financialresultsfor the third quarter of 2022. Revenue increased by a rapid 56% year over year to a record $21.45 billion, which was a strong positive. However, it did miss analyst estimates by $428.34 million. This was mainly driven by unfavorable foreign exchange headwinds, as a rising dollar impacted international revenue. Overall vehicle deliveries increased by 42% year over year to 343,830 units. The Model Y drove the majority of sales, followed by the Model S.Data by YChartsTheaf orementioned tax credit is for EV vehicles that sell for below $55,000 and thus this includes Tesla's best-selling models 3 and Y. However, with options attached to the models, this will likely go over the tax rate availability. I did notice Tesla has relatively few low-cost (below $50,000 models) available on its website, within 200 miles of Rodeo Drive LA. I suspect the tax credit has helped to boost sales of low-value models already, which is a positive. I did notice Tesla is offering 10,000 miles of free supercharging which looks to be an incentive to boost demand further.Tesla vehicle stock (Tesla website, author search)As of the third quarter of 2022, Tesla ramped up its production by 54% YoY to 365,923 vehicles. The latestdata(November 2022) shows Tesla still dominates the electric vehicle market in the U.S.A, with 65% market share. However, it should be noted that its market share has declined from the 79% in 2020. For many years, bearish analysts have said \"competition is coming\" for Tesla, but now it looks as though they are finally starting to eat market share.Tesla market share (Electrek)Ford is the second largest EV maker in the U.S. but still trails Tesla massively with just 7% market share. The company produces the F-150 which is the most popular vehicle sold in the U.S. Its new EV version of the F-150 isforecastto be released in 2023 and thus I believe this will be a major driver of sales. A positive for Tesla is the entire EV market is growing and thus the pie is getting bigger for all manufacturers. According to one study, the EV industry is forecast to grow at a 23.1% CAGR and be worth over $1.1 trillion by 2030.Ford 150 Electric (Ford Website, author screenshot)A positive for Tesla is it doesn't have to convert traditional internal combustion engine facilities into EV manufacturing plants, like many traditional automakers. Tesla is vertically integrated from the ground up and has even developed unique pieces of equipment to manufacture its cars, such as the world's largest \"gigapress\". Elon Musk has often stated in the past that producing a prototype or a low volume of vehicles is \"pretty easy\", but manufacturing at scale is the challenging part. Tesla ramped up its Shanghai factory production in the third quarter and its Berlin factory also produced 2,000 model Y vehicles, although still in the early stages of a full ramp.Tesla's rate of innovation is so great that when traditional auto manufacturers are thinking about breakfast, Tesla is already eating their lunch. For example, I recentlywatchedthe Tesla Semipresentationby Elon Musk, which is currently in production. The company has reinvented trucking with a smooth design which was tested in a state-of-the-art wind chamber, to maximize its range of 500 miles which was astonishing. The truck is also reportedly as \"easy to drive as a Model 3, with basically no training required\" according to Musk.Tesla Semi(Tesla)Tesla has also innovated on the charging front with new \"Megachargers\" announced, that enable charging at a staggering 1 megawatt. This basically means truck batteries can be charged up to 70% in 30 minutes, which is the average amount of time a truck driver will take on a refresh break. The uniquely designed Cybertruck is alsoreportedto start production in 2023 and will benefit from the \"Megachargers\".Tesla increased its energy storage deployed to 2,100 MWh, which increased by a substantial 62% year over year. The company did experience some supply chain constraints as demand continued to \"outstrip supply\".Energy storage (Q3,22 report)Tesla is also innovating on the artificial intelligence front as the company announced its beta Full self-driving and even humanoid robot concept called Optimus, which I have covered in greater detail in past posts. AI has recently seen a huge surge in popularity. The Open AI institute which was originally backed by Elon Musk released the popular ChatGPT, which some analysts believe could rival Google. I could envision a ChatGPT-like AI model embedded into the software of Optimus, which would make it a font of information while also assisting with tasks based upon prompts. This would truly create a \"superintelligence\" quite easily given the component pieces are all available.Tesla AI Day 2022(Tesla)Tesla reported earnings per share of $0.95, which increased by a staggering 93.57% year over year and beat analyst estimates by $0.06. The company also has a strong balance sheet with $21,107 billion in cash and short-term investments. The company does have fairly high debt of $5.87 billion, but just $979 million of this is short term debt, due within the next 2 years.Advanced ValuationI have plugged the latest financials of Tesla into my discounted cash flow valuation model. I have forecasted 30% revenue growth for next year which is fairly conservative given past growth rates of above 50%. I have given a lower estimate due to the tepid macroeconomic environment forecasted. However, in years 2 to 5, I have forecasted a recovery with a 35% revenue growth rate per year.Tesla stock valuation (created by author Ben at Motivation 2 Invest)To increase the accuracy of the valuation, I have capitalized R&D expenses which has lifted net income. In addition, I have forecasted a pre-tax operating margin of 20% over the next 10 years, as the company scales and benefits from an increasing amount of cross-selling between its products.Tesla stock valuation (created by author Ben at Motivation 2 Invest)Given these factors I get a fair value of $216 per share, the stock is trading at ~$109 per share at the time of writing and thus is ~50% undervalued.As an extra data point, Tesla trades at a Price to Sales ratio = 4.52, which is 52% cheaper than its 5-year average.Data by YChartsRisks-Elon Musk Selling/TwitterA key red flag is the continued sale of Tesla stock by Elon Musk. A mid-December SECfilingreports Elon Musk sold 22 million shares of Tesla stock, with a staggering value of $3.6 billion. Musk is known to have slept in Tesla's factory and is very committed to the company, but when he repeatedly sells stock, it does contradict this narrative.SEC filing(SEC/author annotation)Musk may be selling shares to help pay down some of Twitter's debt, which he has previously made comments about. Many investors (including myself) believe Twitter is a major distraction to Elon Musk's mission at Tesla. In a recentvoteon Twitter, 57% of people asked Elon to step down as the CEO of Twitter, which he said he will abide by when he gets a replacement.CEO vote(Elon Musk Twitter)Other risks include the forecasted recession and competition which I have previously discussed.Final ThoughtsTesla is a tremendous technology company with many competitive advantages from its manufacturing to technology and even its strong brand/community. Tesla has grown into its previously \"high\" valuation by continuing to generate strong financial results. Its stock is now deeply undervalued and thus this could be a great long-term investment. I do predict some short-term volatility over the next 12 months due to the recessionary environment, but Tesla's technology advantages should keep them ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9914271371,"gmtCreate":1665295654793,"gmtModify":1676537584460,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9914271371","repostId":"1197842233","repostType":4,"repost":{"id":"1197842233","pubTimestamp":1665278678,"share":"https://www.laohu8.com/m/news/1197842233?lang=&edition=full","pubTime":"2022-10-09 09:24","market":"us","language":"en","title":"Elon Musk: \"Aren’t You Entertained?\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1197842233","media":"Financial Times","summary":"Musk roars with laughter. “I play the fool on Twitter and often shoot myself in the foot and cause myself all sorts of trouble","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/5b46ff3c33be5ce8a2e8c863b83fb923\" tg-width=\"1160\" tg-height=\"870\" referrerpolicy=\"no-referrer\"/></p><p>Dinner with Elon Musk begins with a drive in a Tesla. I am seated in the back, next to X, the billionaire’s two-and-a-half-year-old son. It’s around 7pm in Austin, and X is, as one would expect, cranky.</p><p>We had set off to Fonda San Miguel, Musk’s favourite Mexican restaurant, after a visit with an FT colleague to the Tesla Gigafactory on the banks of the Colorado river.</p><p>In this massive site Musk is producing the Y electric SUVs, the latest model in the Tesla collection that has catapulted him to the top of the world’s rich list (net worth: $232bn). Musk, with X perched on his shoulders, had proudly shown off the factory floor as he periodically raged against sluggish investment in lithium refining, which is desperately needed to ease battery shortages around the world.</p><p>Musk’s security chief, the designated driver, comes to the rescue with a milk bottle that soothes X to sleep by the time we reach the restaurant.</p><p>For the next couple of hours, I am better acquainted with the curious character of Elon Musk, the engineer and the visionary, the billionaire and the disrupter, the agitator and the troublemaker.</p><p>Defying armies of sceptics, including myself (full disclosure: until my family rebelled against me and bought a Tesla Model 3 and I started driving it, I was convinced the company would go bankrupt), Musk has built Tesla into a more than $700bn market cap business and forced the car industry to speed up the shift to electric vehicles. Not prone to modesty, Musk estimates he may have accelerated the “advent of sustainable energy” by “10, maybe even 20 years”.</p><p>In just over a decade, he has also transformed the commercial space industry and the economics of space, racing ahead of rivals in building a reusable rocket that can carry passengers. Nasa has picked his Starship to land astronauts on the moon over the next few years. It is now worth around $125bn. One day, or so Musk is convinced, it will be used to colonise Mars.</p><p>Musk is a maverick too, a serial tweeter to his more than 100mn followers who flouts convention, revels in outrageous outbursts, fights with regulators and staff, and taunts competitors. He has regular run-ins with the Securities and Exchange Commission: he was fined and forced to give up his chairmanship of Tesla over 2018 tweets in which he claimed to have secured funding to take Tesla private, statements that a US judge later described as having been made “recklessly”.</p><p>A recent lawsuit accuses Musk of running a pyramid scheme to prop up dogecoin, a cryptocurrency that is, literally, based on a joke — an internet meme of a Japanese dog. Dogecoin has predictably crashed but Musk’s enthusiasm has not: he twins his black jeans with a black T-shirt featuring an image of the dog.</p><p>Why does a serious guy with serious ideas indulge in silly Twitter games that could also cost his followers dearly? “Aren’t you entertained?” Musk roars with laughter. “I play the fool on Twitter and often shoot myself in the foot and cause myself all sorts of trouble . . . I don’t know, I find it vaguely therapeutic to express myself on Twitter. It’s a way to get messages out to the public.”</p><p>It is fair to say that Musk is obsessed with Twitter, so much so that he’s been embroiled in an epic on/off buyout of the platform that has captivated Wall Street and the tech industry for months. Twitter sued Musk (and he sued back) after he backed out of a $44bn acquisition deal he made in April, accusing the social media company of under-reporting the number of bots on the platform. This week, and just before his scheduled deposition, Musk changed his mind. He now says he wants to buy Twitter again.</p><p>I had asked over dinner whether his original offer had been a bad joke. “Twitter is certainly an invitation to increase your pain level,” he says. “I guess I must be a masochist . . . ” But he makes no secret that his interest in the company has never been primarily financial: “I’m not doing Twitter for the money. It’s not like I’m trying to buy some yacht and I can’t afford it. I don’t own any boats. But I think it’s important that people have a maximally trusted and inclusive means of exchanging ideas and that it should be as trusted and transparent as possible.” The alternative, he says, is a splintering of debate into different social-media bubbles, as evidenced by Donald Trump’s Truth Social network. “It [Truth Social] is essentially a rightwing echo chamber. It might as well be called Trumpet.”</p><p>Musk doesn’t eat lunch, possibly because an unflattering picture in a swimsuit taken on a yacht in Mykonos went viral over the summer. Since then, he has been on a diet.</p><p>At Fonda San Miguel, a teeming Mexican restaurant that promises a regional culinary experience, he is a familiar dinner customer. He orders a frozen margarita (he calls it a slushy with alcohol) and I order a beer. Musk looks around. “There’s a good buzz in this restaurant,” he says approvingly, and suggests to the waiter that they serve us some of their specialities. Musk is telling me that companies are like children when the first plates land on the table: the lamb chops in a pepper sauce, and shrimp with cheese and jalapeños. The food is “epic”, Musk gasps.</p><blockquote>It’s important that people die. How long would you have liked Stalin to live?</blockquote><p>Musk is capricious, but he sees himself as a problem solver, and the problem is everything from the potential end of life on Earth to climate change and even traffic (his Boring company is building tunnels). Recently, he has dreamt up his own (rather unhelpful) peace plan for ending Russia’s war in Ukraine. Born and raised in South Africa in a well-to-do family, he landed in California after studying economics and physics in Canada and Pennsylvania. One of his first big ideas was well ahead of its time: he wanted to revolutionise banking. He merged an online payments business he co-founded with another company in what became PayPal. When PayPal was sold to eBay, he used the money to start SpaceX and invest in Tesla.</p><p>Ageing strikes me as the only threat to humans that he is not attempting to resolve, though another company he founded, Neuralink, is designing chips that will be implanted in the brain to restore sensory and motor function. Musk is very exercised about population decline, and claims to be doing his part to populate Earth by having 10 children (from various partners), including, it was recently reported, twins with an executive at Neuralink.</p><p>He scoffs when I inquire if there are other children he has fathered — “I’m pretty sure there are no other babies looming” — and he dismisses the wild rumours that he has bought a fertility clinic to support his production of babies. Some friends, he reveals, have indeed suggested he should have 500 kids, but that would be a “bit weird”. Referring to himself, aged 51, as an “autumn chicken”, he says he may have more children, but only to the extent that he can be a good father to them. Nonetheless, he predicts that “the current trend for most countries is that civilisation will not die with a bang, it will die with a whimper in adult diapers”. But he says ageing should not be solved. “It’s important that people die. How long would you have liked Stalin to live?” That is a good point.</p><p>Musk’s bigger worry is the preservation of life beyond Earth. His solution is to populate Mars. “Something will happen to Earth eventually, it’s just a question of time. Eventually the sun will expand and destroy all life on Earth, so we do need to move at some point, or at least be a multi-planet species,” he says. “You have to ask the question: do we want to be a space-flying civilisation and a multi-planet species or not?” I’m not sure what I think but Musk is emphatic. “It’s a question of what percentage of resources should we devote to such an endeavour? I think if you say 1 per cent of resources, that’s probably a reasonable amount.“</p><p>Would Musk himself join the pioneering colony on Mars? “Especially if I’m getting old, I’ll do it. Why not?” he says. But how useful would he be to Mars if he’s too old? “I think there’s some non-trivial chance of dying, so I’d prefer to take that chance when I’m a bit older, and see my kids grow up. Rather than right now, where little X is only two-and-a-half. I think he’d miss me.”</p><p>The table is too small for the large plates we are sharing as a second course: a slow-cooked lamb that melts in the mouth, chillies in a walnut-based sauce and shrimp in creamy chipotle sauce. Musk is right: it is the best Mexican food I’ve ever had.</p><p>We turn to his views on government and politics and the Twitter Musk appears, the more emotional, unrestrained persona that comes across in his frenetic posts. He is lauding billionaires as the most efficient stewards of capital, best placed to decide on the allocation of social benefits. “If the alternative steward of capital is the government, that is actually not going to be to the benefit of the people,” says Musk.</p><p>He is railing against Joe Biden for being in thrall to the unions but also daring to snub him. “He [Biden] had an electric vehicle summit at the White House and deliberately didn’t invite Tesla last year. Then to follow it up, to add insult to injury, at a big event he said that GM was leading the electric car revolution, in the same quarter that GM shipped 26 electric cars and we shipped 300,000. Does that seem fair to you?“</p><p>Until recently Musk voted Democrat, although he is now more on the Republican side, or perhaps floating somewhere in between. He says he is considering setting up “the Super Moderate Super Pac” to support candidates with moderate views. He makes a point of telling me that he doesn’t hate Trump, even if he has clashed with him, and insists Biden is simply too old to run for a second term in office. “You don’t want to be too far from the average age of the population because it’s going to be very difficult to stay in touch . . . Maybe one generation away from the average age is OK, but two generations? At the point where you’ve got great-grandchildren, I don’t know, how in touch with the people are you? Is it even possible to be?”</p><blockquote>I’m subject to literally a million laws and regulations and I obey almost 99.99 per cent of them</blockquote><p>Musk has a dystopian view of the left’s influence on America, which helps explain his wild pursuit of Twitter to liberate free speech. He blames the fact that his teenage daughter no longer wants to be associated with him on the supposed takeover of elite schools and universities by neo-Marxists. “It’s full-on communism . . . and a general sentiment that if you’re rich, you’re evil,” says Musk. “It [the relationship] may change, but I have very good relationships with all the others [children]. Can’t win them all.“</p><p>He also has a dim view of regulators, whom he sees as bureaucrats justifying their jobs by going after high-profile targets like him. He seems to be in a constant feud with one regulator or another, whether it’s over his own pronouncements or over the treatment of staff. Musk is unabashed about driving his employees hard. He was bullied as a child (and has also spoken of emotional abuse by his father) but is now sometimes accused of bullying others. He shoots back: if anyone is unhappy working for him, they should work elsewhere because “they’re not chained to the company, it’s voluntary”.</p><p>Does he ever think he’s above the law? That’s utter nonsense, he tells me: “I’m subject to literally a million laws and regulations and I obey almost 99.99 per cent of them. It’s only when I think the law is contrary to the interest of the people that I have an issue.” I wonder if he means the interest of Elon Musk.</p><p>There are some topics that amuse Musk, eliciting prolonged laughter, and other questions that are met with deliberate silence before he speaks. The longest silence follows my question about China and the risk to Tesla’s Shanghai factory, which produces between 30 per cent and 50 per cent of Tesla’s total production. Musk has been an admirer of as well as an investor in China. But he is not immune to the gathering US-China tensions or the risk of a Chinese takeover of Taiwan. Musk says Beijing has made clear its disapproval of his recent rollout of Starlink, SpaceX’s satellite communications system, in Ukraine to help the military circumvent Russia’s cut-off of the internet. He says Beijing sought assurances that he would not sell Starlink in China. Musk reckons that conflict over Taiwan is inevitable but he is quick to point out that he won’t be alone in suffering the consequences. Tesla will be caught up in any conflict, he says, though, curiously, he seems to assume that the Shanghai factory will still be able to supply to customers in China, but not anywhere else. “Apple would be in very deep trouble, that’s for sure . . . ” he adds, not to mention the global economy, which he estimates, with precision, will take a 30 per cent hit.</p><p>It may be Musk’s realisation that business decisions can no longer be made without regard to security and geopolitics — or perhaps it’s simply an arrogant belief that he has all the answers — that now leads him to offer his own solutions to the world’s most complex geopolitical problems. “My recommendation . . . would be to figure out a special administrative zone for Taiwan that is reasonably palatable, probably won’t make everyone happy. And it’s possible, and I think probably, in fact, that they could have an arrangement that’s more lenient than Hong Kong.” I doubt his proposal will be taken up.</p><p>On Ukraine too, he has advocated a compromise with Russia that has earned him ridicule in Kyiv, where Starlink had made him a hero until now. He launched his peace plan in a poll on Twitter and suggested that Crimea, which Russia invaded in 2014 and later annexed, should simply be given away to Russia. Volodymyr Zelenskyy, the Ukrainian president, shot back with his own Twitter poll: which Elon Musk do you like more, he asked, the one who supports Ukraine or the one who supports Russia?</p><p>We are over an hour into dinner and Musk is in a hurry, having scheduled a call with his SpaceX team. We skip dessert and I ask for the bill, only to find out it’s already been settled by Musk’s security chief. Musk ignores my protestations that he is flouting Lunch with the FT convention: “You’re indebted to me for life,” he jokes. We head back to the car that is taking him to a private airport to board his jet and he suggests we continue our conversation on the way.</p><p>I find X exactly where I left him, in his car seat, but he’s more cheerful after his nap. He is cooing as he watches videos of rockets on his iPad while his dad discusses rockets with his team. Suddenly, I notice that the car is driving itself, as if to dispel the doubts I had expressed about Tesla’s self-driving prospects. “It can get to the airport without intervention,” says Musk. Alarmed, I put my seatbelt on. Musk could be a magician, but he could also be wrong.</p><p><b>Menu</b></p><p>Fonda San Miguel</p><p>2330 W N Loop Blvd, Austin, Texas 78756</p><p>House frozen margarita $10</p><p>Modelo Especial beer $6</p><p>House rocks margarita $10</p><p>Spicy sauce $0.50</p><p>Angels on horseback (shrimp with cheese) $18.95</p><p>Cordero lamb chops $24.95</p><p>Mixiote slow-cooked lamb $38.95</p><p>Chile en nogada (chillies in a walnut sauce) $38.95</p><p>Camarones crema chipotle (shrimp in a spicy chipotle sauce) $34.95</p><p>Total inc tax $198.37</p></body></html>","source":"lsy1580170736413","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: \"Aren’t You Entertained?\"</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: \"Aren’t You Entertained?\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-09 09:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.ft.com/content/5ef14997-982e-4f03-8548-b5d67202623a><strong>Financial Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dinner with Elon Musk begins with a drive in a Tesla. I am seated in the back, next to X, the billionaire’s two-and-a-half-year-old son. It’s around 7pm in Austin, and X is, as one would expect, ...</p>\n\n<a href=\"https://www.ft.com/content/5ef14997-982e-4f03-8548-b5d67202623a\">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","TWTR":"Twitter"},"source_url":"https://www.ft.com/content/5ef14997-982e-4f03-8548-b5d67202623a","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197842233","content_text":"Dinner with Elon Musk begins with a drive in a Tesla. I am seated in the back, next to X, the billionaire’s two-and-a-half-year-old son. It’s around 7pm in Austin, and X is, as one would expect, cranky.We had set off to Fonda San Miguel, Musk’s favourite Mexican restaurant, after a visit with an FT colleague to the Tesla Gigafactory on the banks of the Colorado river.In this massive site Musk is producing the Y electric SUVs, the latest model in the Tesla collection that has catapulted him to the top of the world’s rich list (net worth: $232bn). Musk, with X perched on his shoulders, had proudly shown off the factory floor as he periodically raged against sluggish investment in lithium refining, which is desperately needed to ease battery shortages around the world.Musk’s security chief, the designated driver, comes to the rescue with a milk bottle that soothes X to sleep by the time we reach the restaurant.For the next couple of hours, I am better acquainted with the curious character of Elon Musk, the engineer and the visionary, the billionaire and the disrupter, the agitator and the troublemaker.Defying armies of sceptics, including myself (full disclosure: until my family rebelled against me and bought a Tesla Model 3 and I started driving it, I was convinced the company would go bankrupt), Musk has built Tesla into a more than $700bn market cap business and forced the car industry to speed up the shift to electric vehicles. Not prone to modesty, Musk estimates he may have accelerated the “advent of sustainable energy” by “10, maybe even 20 years”.In just over a decade, he has also transformed the commercial space industry and the economics of space, racing ahead of rivals in building a reusable rocket that can carry passengers. Nasa has picked his Starship to land astronauts on the moon over the next few years. It is now worth around $125bn. One day, or so Musk is convinced, it will be used to colonise Mars.Musk is a maverick too, a serial tweeter to his more than 100mn followers who flouts convention, revels in outrageous outbursts, fights with regulators and staff, and taunts competitors. He has regular run-ins with the Securities and Exchange Commission: he was fined and forced to give up his chairmanship of Tesla over 2018 tweets in which he claimed to have secured funding to take Tesla private, statements that a US judge later described as having been made “recklessly”.A recent lawsuit accuses Musk of running a pyramid scheme to prop up dogecoin, a cryptocurrency that is, literally, based on a joke — an internet meme of a Japanese dog. Dogecoin has predictably crashed but Musk’s enthusiasm has not: he twins his black jeans with a black T-shirt featuring an image of the dog.Why does a serious guy with serious ideas indulge in silly Twitter games that could also cost his followers dearly? “Aren’t you entertained?” Musk roars with laughter. “I play the fool on Twitter and often shoot myself in the foot and cause myself all sorts of trouble . . . I don’t know, I find it vaguely therapeutic to express myself on Twitter. It’s a way to get messages out to the public.”It is fair to say that Musk is obsessed with Twitter, so much so that he’s been embroiled in an epic on/off buyout of the platform that has captivated Wall Street and the tech industry for months. Twitter sued Musk (and he sued back) after he backed out of a $44bn acquisition deal he made in April, accusing the social media company of under-reporting the number of bots on the platform. This week, and just before his scheduled deposition, Musk changed his mind. He now says he wants to buy Twitter again.I had asked over dinner whether his original offer had been a bad joke. “Twitter is certainly an invitation to increase your pain level,” he says. “I guess I must be a masochist . . . ” But he makes no secret that his interest in the company has never been primarily financial: “I’m not doing Twitter for the money. It’s not like I’m trying to buy some yacht and I can’t afford it. I don’t own any boats. But I think it’s important that people have a maximally trusted and inclusive means of exchanging ideas and that it should be as trusted and transparent as possible.” The alternative, he says, is a splintering of debate into different social-media bubbles, as evidenced by Donald Trump’s Truth Social network. “It [Truth Social] is essentially a rightwing echo chamber. It might as well be called Trumpet.”Musk doesn’t eat lunch, possibly because an unflattering picture in a swimsuit taken on a yacht in Mykonos went viral over the summer. Since then, he has been on a diet.At Fonda San Miguel, a teeming Mexican restaurant that promises a regional culinary experience, he is a familiar dinner customer. He orders a frozen margarita (he calls it a slushy with alcohol) and I order a beer. Musk looks around. “There’s a good buzz in this restaurant,” he says approvingly, and suggests to the waiter that they serve us some of their specialities. Musk is telling me that companies are like children when the first plates land on the table: the lamb chops in a pepper sauce, and shrimp with cheese and jalapeños. The food is “epic”, Musk gasps.It’s important that people die. How long would you have liked Stalin to live?Musk is capricious, but he sees himself as a problem solver, and the problem is everything from the potential end of life on Earth to climate change and even traffic (his Boring company is building tunnels). Recently, he has dreamt up his own (rather unhelpful) peace plan for ending Russia’s war in Ukraine. Born and raised in South Africa in a well-to-do family, he landed in California after studying economics and physics in Canada and Pennsylvania. One of his first big ideas was well ahead of its time: he wanted to revolutionise banking. He merged an online payments business he co-founded with another company in what became PayPal. When PayPal was sold to eBay, he used the money to start SpaceX and invest in Tesla.Ageing strikes me as the only threat to humans that he is not attempting to resolve, though another company he founded, Neuralink, is designing chips that will be implanted in the brain to restore sensory and motor function. Musk is very exercised about population decline, and claims to be doing his part to populate Earth by having 10 children (from various partners), including, it was recently reported, twins with an executive at Neuralink.He scoffs when I inquire if there are other children he has fathered — “I’m pretty sure there are no other babies looming” — and he dismisses the wild rumours that he has bought a fertility clinic to support his production of babies. Some friends, he reveals, have indeed suggested he should have 500 kids, but that would be a “bit weird”. Referring to himself, aged 51, as an “autumn chicken”, he says he may have more children, but only to the extent that he can be a good father to them. Nonetheless, he predicts that “the current trend for most countries is that civilisation will not die with a bang, it will die with a whimper in adult diapers”. But he says ageing should not be solved. “It’s important that people die. How long would you have liked Stalin to live?” That is a good point.Musk’s bigger worry is the preservation of life beyond Earth. His solution is to populate Mars. “Something will happen to Earth eventually, it’s just a question of time. Eventually the sun will expand and destroy all life on Earth, so we do need to move at some point, or at least be a multi-planet species,” he says. “You have to ask the question: do we want to be a space-flying civilisation and a multi-planet species or not?” I’m not sure what I think but Musk is emphatic. “It’s a question of what percentage of resources should we devote to such an endeavour? I think if you say 1 per cent of resources, that’s probably a reasonable amount.“Would Musk himself join the pioneering colony on Mars? “Especially if I’m getting old, I’ll do it. Why not?” he says. But how useful would he be to Mars if he’s too old? “I think there’s some non-trivial chance of dying, so I’d prefer to take that chance when I’m a bit older, and see my kids grow up. Rather than right now, where little X is only two-and-a-half. I think he’d miss me.”The table is too small for the large plates we are sharing as a second course: a slow-cooked lamb that melts in the mouth, chillies in a walnut-based sauce and shrimp in creamy chipotle sauce. Musk is right: it is the best Mexican food I’ve ever had.We turn to his views on government and politics and the Twitter Musk appears, the more emotional, unrestrained persona that comes across in his frenetic posts. He is lauding billionaires as the most efficient stewards of capital, best placed to decide on the allocation of social benefits. “If the alternative steward of capital is the government, that is actually not going to be to the benefit of the people,” says Musk.He is railing against Joe Biden for being in thrall to the unions but also daring to snub him. “He [Biden] had an electric vehicle summit at the White House and deliberately didn’t invite Tesla last year. Then to follow it up, to add insult to injury, at a big event he said that GM was leading the electric car revolution, in the same quarter that GM shipped 26 electric cars and we shipped 300,000. Does that seem fair to you?“Until recently Musk voted Democrat, although he is now more on the Republican side, or perhaps floating somewhere in between. He says he is considering setting up “the Super Moderate Super Pac” to support candidates with moderate views. He makes a point of telling me that he doesn’t hate Trump, even if he has clashed with him, and insists Biden is simply too old to run for a second term in office. “You don’t want to be too far from the average age of the population because it’s going to be very difficult to stay in touch . . . Maybe one generation away from the average age is OK, but two generations? At the point where you’ve got great-grandchildren, I don’t know, how in touch with the people are you? Is it even possible to be?”I’m subject to literally a million laws and regulations and I obey almost 99.99 per cent of themMusk has a dystopian view of the left’s influence on America, which helps explain his wild pursuit of Twitter to liberate free speech. He blames the fact that his teenage daughter no longer wants to be associated with him on the supposed takeover of elite schools and universities by neo-Marxists. “It’s full-on communism . . . and a general sentiment that if you’re rich, you’re evil,” says Musk. “It [the relationship] may change, but I have very good relationships with all the others [children]. Can’t win them all.“He also has a dim view of regulators, whom he sees as bureaucrats justifying their jobs by going after high-profile targets like him. He seems to be in a constant feud with one regulator or another, whether it’s over his own pronouncements or over the treatment of staff. Musk is unabashed about driving his employees hard. He was bullied as a child (and has also spoken of emotional abuse by his father) but is now sometimes accused of bullying others. He shoots back: if anyone is unhappy working for him, they should work elsewhere because “they’re not chained to the company, it’s voluntary”.Does he ever think he’s above the law? That’s utter nonsense, he tells me: “I’m subject to literally a million laws and regulations and I obey almost 99.99 per cent of them. It’s only when I think the law is contrary to the interest of the people that I have an issue.” I wonder if he means the interest of Elon Musk.There are some topics that amuse Musk, eliciting prolonged laughter, and other questions that are met with deliberate silence before he speaks. The longest silence follows my question about China and the risk to Tesla’s Shanghai factory, which produces between 30 per cent and 50 per cent of Tesla’s total production. Musk has been an admirer of as well as an investor in China. But he is not immune to the gathering US-China tensions or the risk of a Chinese takeover of Taiwan. Musk says Beijing has made clear its disapproval of his recent rollout of Starlink, SpaceX’s satellite communications system, in Ukraine to help the military circumvent Russia’s cut-off of the internet. He says Beijing sought assurances that he would not sell Starlink in China. Musk reckons that conflict over Taiwan is inevitable but he is quick to point out that he won’t be alone in suffering the consequences. Tesla will be caught up in any conflict, he says, though, curiously, he seems to assume that the Shanghai factory will still be able to supply to customers in China, but not anywhere else. “Apple would be in very deep trouble, that’s for sure . . . ” he adds, not to mention the global economy, which he estimates, with precision, will take a 30 per cent hit.It may be Musk’s realisation that business decisions can no longer be made without regard to security and geopolitics — or perhaps it’s simply an arrogant belief that he has all the answers — that now leads him to offer his own solutions to the world’s most complex geopolitical problems. “My recommendation . . . would be to figure out a special administrative zone for Taiwan that is reasonably palatable, probably won’t make everyone happy. And it’s possible, and I think probably, in fact, that they could have an arrangement that’s more lenient than Hong Kong.” I doubt his proposal will be taken up.On Ukraine too, he has advocated a compromise with Russia that has earned him ridicule in Kyiv, where Starlink had made him a hero until now. He launched his peace plan in a poll on Twitter and suggested that Crimea, which Russia invaded in 2014 and later annexed, should simply be given away to Russia. Volodymyr Zelenskyy, the Ukrainian president, shot back with his own Twitter poll: which Elon Musk do you like more, he asked, the one who supports Ukraine or the one who supports Russia?We are over an hour into dinner and Musk is in a hurry, having scheduled a call with his SpaceX team. We skip dessert and I ask for the bill, only to find out it’s already been settled by Musk’s security chief. Musk ignores my protestations that he is flouting Lunch with the FT convention: “You’re indebted to me for life,” he jokes. We head back to the car that is taking him to a private airport to board his jet and he suggests we continue our conversation on the way.I find X exactly where I left him, in his car seat, but he’s more cheerful after his nap. He is cooing as he watches videos of rockets on his iPad while his dad discusses rockets with his team. Suddenly, I notice that the car is driving itself, as if to dispel the doubts I had expressed about Tesla’s self-driving prospects. “It can get to the airport without intervention,” says Musk. Alarmed, I put my seatbelt on. Musk could be a magician, but he could also be wrong.MenuFonda San Miguel2330 W N Loop Blvd, Austin, Texas 78756House frozen margarita $10Modelo Especial beer $6House rocks margarita $10Spicy sauce $0.50Angels on horseback (shrimp with cheese) $18.95Cordero lamb chops $24.95Mixiote slow-cooked lamb $38.95Chile en nogada (chillies in a walnut sauce) $38.95Camarones crema chipotle (shrimp in a spicy chipotle sauce) $34.95Total inc tax $198.37","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921328283,"gmtCreate":1670980944042,"gmtModify":1676538470234,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9921328283","repostId":"2291749530","repostType":4,"repost":{"id":"2291749530","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":1670972284,"share":"https://www.laohu8.com/m/news/2291749530?lang=&edition=full","pubTime":"2022-12-14 06:58","market":"us","language":"en","title":"Wall St Rises After CPI Data but Fed Concerns Persist","url":"https://stock-news.laohu8.com/highlight/detail?id=2291749530","media":"Reuters","summary":"* Consumer prices rise moderately in November* Growth, real estate stocks climb as yields fall* Mode","content":"<html><head></head><body><p>* Consumer prices rise moderately in November</p><p>* Growth, real estate stocks climb as yields fall</p><p>* Moderna surges on upbeat trial data</p><p>* Dow up 0.3%, S&amp;P 500 up 0.73%, Nasdaq up 1.01%</p><p><img src=\"https://static.tigerbbs.com/f892c698f58a35f4311d9fef665fe65b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Dec 13 (Reuters) - U.S. stocks rose on Tuesday after a unexpectedly small consumer price increase buoyed optimism that the Federal Reserve could soon dial back its inflation-taming interest rate hikes, but concerns remained the central back could stay aggressive.</p><p>The benchmark S&amp;P 500 jumped as much as 2.76% to a three-month high early in the trading session on news that November U.S. consumer prices barely rose as gasoline and used cars cost less, leading to the smallest annual inflation increase in nearly a year at 7.1%.</p><p>Rising expectations for smaller and slower Fed rate hikes sent U.S. Treasury yields sharply lower and helped lift rate-sensitive gauges like the S&amp;P 500 growth index, up 1.18%, and the S&amp;P 500 real estate index up 2.04% to their highest intraday levels in nearly three months. The real estate sector notched its biggest daily percentage gain in two weeks as the best performing of the 11 major sectors.</p><p>Fed funds futures prices implied a better-than-even chance that the Fed will follow an expected half-point rate hike this week, with smaller 25-basis point hikes at its first two meetings of 2023, and stopping shy of 5% by March.</p><p>Morgan Stanley&#39;s chief U.S. economist Ellen Zentner now sees even smaller Fed rate hikes, of 25 basis points at the central bank&#39;s February meeting, and no further increases in March, leaving the peak fed funds rate at 4.625%.</p><p>Still, equities pared gains ahead of the Fed&#39;s policy statement on Wednesday, in which the central bank is widely expected to announce a 50 basis point rate hike.</p><p>&#34;There was some excitement early on that the CPI number was once again below expectations - it shows some sequential cooling - but once we saw that initial pop, stock investors kind of reassessed,&#34; said Jason Ware, chief investment officer at Albion Financial Group in Salt Lake City, Utah.</p><p>&#34;That probably took some of the steam out of the markets once investors realized tomorrow very well may be (Fed Chair) Jerome Powell throwing cold water on the rally today.&#34;</p><p>The Dow Jones Industrial Average rose 103.6 points, or 0.3%, to 34,108.64, the S&amp;P 500 gained 29.09 points, or 0.73%, to 4,019.65 and the Nasdaq Composite added 113.08 points, or 1.01%, to 11,256.81.</p><p>Energy, up 1.77%, was among the best performing S&amp;P sectors on the day as the softer-than-anticipated inflation data sent the dollar lower and boosted crude oil prices.</p><p>The consumer inflation numbers follow November&#39;s producer prices report last week, which was slightly higher than expected but pointed to a moderation in the trend.</p><p>Still, some questioned whether the trend in prices could continue.</p><p>&#34;Today&#39;s CPI print is incrementally good, but it needs to be sustained,&#34; said Venu Krishna, head of U.S. equity strategy at Barclays in New York.</p><p>&#34;There is a big question mark whether we can really come to the 2% inflation (Fed target). Perhaps we live in a world in which it will be higher and that means rates will be higher and then multiples will certainly be lower.&#34;</p><p>Moderna Inc surged 19.63% after the biotechnology firm&#39;s experimental vaccine in combination with Merck &amp; Co Inc&#39;s blockbuster drug Keytruda showed promising results in a skin cancer study. Merck shares advanced 1.78%.</p><p>Pinterest Inc jumped 11.90% after Piper Sandler upgraded the social media platform&#39;s stock to &#34;overweight&#34; from &#34;neutral.&#34;</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 92 new highs and 212 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>Wall St Rises After CPI Data but Fed Concerns Persist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Rises After CPI Data but Fed Concerns Persist\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\">2022-12-14 06:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Consumer prices rise moderately in November</p><p>* Growth, real estate stocks climb as yields fall</p><p>* Moderna surges on upbeat trial data</p><p>* Dow up 0.3%, S&amp;P 500 up 0.73%, Nasdaq up 1.01%</p><p><img src=\"https://static.tigerbbs.com/f892c698f58a35f4311d9fef665fe65b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Dec 13 (Reuters) - U.S. stocks rose on Tuesday after a unexpectedly small consumer price increase buoyed optimism that the Federal Reserve could soon dial back its inflation-taming interest rate hikes, but concerns remained the central back could stay aggressive.</p><p>The benchmark S&amp;P 500 jumped as much as 2.76% to a three-month high early in the trading session on news that November U.S. consumer prices barely rose as gasoline and used cars cost less, leading to the smallest annual inflation increase in nearly a year at 7.1%.</p><p>Rising expectations for smaller and slower Fed rate hikes sent U.S. Treasury yields sharply lower and helped lift rate-sensitive gauges like the S&amp;P 500 growth index, up 1.18%, and the S&amp;P 500 real estate index up 2.04% to their highest intraday levels in nearly three months. The real estate sector notched its biggest daily percentage gain in two weeks as the best performing of the 11 major sectors.</p><p>Fed funds futures prices implied a better-than-even chance that the Fed will follow an expected half-point rate hike this week, with smaller 25-basis point hikes at its first two meetings of 2023, and stopping shy of 5% by March.</p><p>Morgan Stanley&#39;s chief U.S. economist Ellen Zentner now sees even smaller Fed rate hikes, of 25 basis points at the central bank&#39;s February meeting, and no further increases in March, leaving the peak fed funds rate at 4.625%.</p><p>Still, equities pared gains ahead of the Fed&#39;s policy statement on Wednesday, in which the central bank is widely expected to announce a 50 basis point rate hike.</p><p>&#34;There was some excitement early on that the CPI number was once again below expectations - it shows some sequential cooling - but once we saw that initial pop, stock investors kind of reassessed,&#34; said Jason Ware, chief investment officer at Albion Financial Group in Salt Lake City, Utah.</p><p>&#34;That probably took some of the steam out of the markets once investors realized tomorrow very well may be (Fed Chair) Jerome Powell throwing cold water on the rally today.&#34;</p><p>The Dow Jones Industrial Average rose 103.6 points, or 0.3%, to 34,108.64, the S&amp;P 500 gained 29.09 points, or 0.73%, to 4,019.65 and the Nasdaq Composite added 113.08 points, or 1.01%, to 11,256.81.</p><p>Energy, up 1.77%, was among the best performing S&amp;P sectors on the day as the softer-than-anticipated inflation data sent the dollar lower and boosted crude oil prices.</p><p>The consumer inflation numbers follow November&#39;s producer prices report last week, which was slightly higher than expected but pointed to a moderation in the trend.</p><p>Still, some questioned whether the trend in prices could continue.</p><p>&#34;Today&#39;s CPI print is incrementally good, but it needs to be sustained,&#34; said Venu Krishna, head of U.S. equity strategy at Barclays in New York.</p><p>&#34;There is a big question mark whether we can really come to the 2% inflation (Fed target). Perhaps we live in a world in which it will be higher and that means rates will be higher and then multiples will certainly be lower.&#34;</p><p>Moderna Inc surged 19.63% after the biotechnology firm&#39;s experimental vaccine in combination with Merck &amp; Co Inc&#39;s blockbuster drug Keytruda showed promising results in a skin cancer study. Merck shares advanced 1.78%.</p><p>Pinterest Inc jumped 11.90% after Piper Sandler upgraded the social media platform&#39;s stock to &#34;overweight&#34; from &#34;neutral.&#34;</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 92 new highs and 212 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0122379950.USD":"贝莱德世界健康科学A2","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","BK4127":"投资银行业与经纪业","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4516":"特朗普概念","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","COMP":"Compass, Inc.","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BK4139":"生物科技","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H",".DJI":"道琼斯","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","BK4007":"制药",".IXIC":"NASDAQ Composite","BK4196":"保健护理服务","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4082":"医疗保健设备","SG9999002232.USD":"Allianz Global High Payout USD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC",".SPX":"S&P 500 Index","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0106831901.USD":"贝莱德世界金融基金A2","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","MRNA":"Moderna, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291749530","content_text":"* Consumer prices rise moderately in November* Growth, real estate stocks climb as yields fall* Moderna surges on upbeat trial data* Dow up 0.3%, S&P 500 up 0.73%, Nasdaq up 1.01%NEW YORK, Dec 13 (Reuters) - U.S. stocks rose on Tuesday after a unexpectedly small consumer price increase buoyed optimism that the Federal Reserve could soon dial back its inflation-taming interest rate hikes, but concerns remained the central back could stay aggressive.The benchmark S&P 500 jumped as much as 2.76% to a three-month high early in the trading session on news that November U.S. consumer prices barely rose as gasoline and used cars cost less, leading to the smallest annual inflation increase in nearly a year at 7.1%.Rising expectations for smaller and slower Fed rate hikes sent U.S. Treasury yields sharply lower and helped lift rate-sensitive gauges like the S&P 500 growth index, up 1.18%, and the S&P 500 real estate index up 2.04% to their highest intraday levels in nearly three months. The real estate sector notched its biggest daily percentage gain in two weeks as the best performing of the 11 major sectors.Fed funds futures prices implied a better-than-even chance that the Fed will follow an expected half-point rate hike this week, with smaller 25-basis point hikes at its first two meetings of 2023, and stopping shy of 5% by March.Morgan Stanley's chief U.S. economist Ellen Zentner now sees even smaller Fed rate hikes, of 25 basis points at the central bank's February meeting, and no further increases in March, leaving the peak fed funds rate at 4.625%.Still, equities pared gains ahead of the Fed's policy statement on Wednesday, in which the central bank is widely expected to announce a 50 basis point rate hike.\"There was some excitement early on that the CPI number was once again below expectations - it shows some sequential cooling - but once we saw that initial pop, stock investors kind of reassessed,\" said Jason Ware, chief investment officer at Albion Financial Group in Salt Lake City, Utah.\"That probably took some of the steam out of the markets once investors realized tomorrow very well may be (Fed Chair) Jerome Powell throwing cold water on the rally today.\"The Dow Jones Industrial Average rose 103.6 points, or 0.3%, to 34,108.64, the S&P 500 gained 29.09 points, or 0.73%, to 4,019.65 and the Nasdaq Composite added 113.08 points, or 1.01%, to 11,256.81.Energy, up 1.77%, was among the best performing S&P sectors on the day as the softer-than-anticipated inflation data sent the dollar lower and boosted crude oil prices.The consumer inflation numbers follow November's producer prices report last week, which was slightly higher than expected but pointed to a moderation in the trend.Still, some questioned whether the trend in prices could continue.\"Today's CPI print is incrementally good, but it needs to be sustained,\" said Venu Krishna, head of U.S. equity strategy at Barclays in New York.\"There is a big question mark whether we can really come to the 2% inflation (Fed target). Perhaps we live in a world in which it will be higher and that means rates will be higher and then multiples will certainly be lower.\"Moderna Inc surged 19.63% after the biotechnology firm's experimental vaccine in combination with Merck & Co Inc's blockbuster drug Keytruda showed promising results in a skin cancer study. Merck shares advanced 1.78%.Pinterest Inc jumped 11.90% after Piper Sandler upgraded the social media platform's stock to \"overweight\" from \"neutral.\"Advancing issues outnumbered declining ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.The S&P 500 posted 18 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 92 new highs and 212 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956424483,"gmtCreate":1674151825542,"gmtModify":1676538926985,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9956424483","repostId":"1139589293","repostType":4,"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964436165,"gmtCreate":1670198000958,"gmtModify":1676538316984,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9964436165","repostId":"1174945241","repostType":4,"repost":{"id":"1174945241","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":1670194470,"share":"https://www.laohu8.com/m/news/1174945241?lang=&edition=full","pubTime":"2022-12-05 06:54","market":"us","language":"en","title":"Costco, GameStop, Broadcom, Li Auto and Other Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1174945241","media":"Dow Jones","summary":"It’s a relatively quiet week on the earnings and economic data fronts, but with several notable rele","content":"<html><head></head><body><p>It’s a relatively quiet week on the earnings and economic data fronts, but with several notable releases still coming.</p><p>Earnings reports will include AutoZone on Tuesday, then GameStop, Campbell Soup, and Brown-Forman on Wednesday. On Thursday, Costco Wholesale, Chewy, Lululemon Athletica, and Broadcom will release results.</p><p>Lowe’s and General Electric will host investor days on Wednesday and Thursday, respectively.</p><p>Li Auto willl will release results on Friday.<img src=\"https://static.tigerbbs.com/28abc954db905bad6ba34ece42e87fc0\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\"/></p><p>Economic data out this week will include the Institute for Supply Management’s Services Purchasing Managers’ Index for November on Monday. That’s expected to decline to 53, which would be the index’s lowest reading since May 2020.</p><p>Other economic data out this week will include the Bureau of Labor Statistics’ producer price index for November. Economists are looking for a rise of 7.2% from a year earlier for the headline index and a 5.9% one-year increase in the core PPI, which excludes food and energy prices.</p><p>Also on Friday, the University of Michigan will release its Consumer Sentiment Index for December, which is expected to tick up from November.</p><p><img src=\"https://static.tigerbbs.com/e6ea15c7cd71a2cb120d389147fdb7b2\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><h2>Monday 12/05</h2><p><b>The Institute for Supply</b> Management releases its Services Purchasing Managers’ Index for November. The consensus estimate is for a 53 reading, slightly lower than October’s 54.4. That was the lowest figure for the index since May 2020, as the services sector of the economy continues to slow.</p><h2>Tuesday 12/06</h2><p>AutoZone releases first-quarter fiscal-2023 results.</p><p>Fortune Brands &amp; Home Security and Norfolk Southern hold their 2022 investor days.</p><h2>Wednesday 12/07</h2><p>Brown-Forman, Campbell Soup, and GameStop report earnings.</p><p>International Flavors &amp; Fragrances and Southwest Airlines host their annual investor days.</p><p>Lowe’s holds its 2022 analyst and investor conference in New York. The company is expected to provide long-term financial targets.</p><p><b>The Federal Reserve r</b>eports consumer credit data for October. In September, total consumer debt rose at a seasonally adjusted annual rate of 6.4% and topped $4.7 trillion for the first time.</p><h2>Thursday 12/08</h2><p>Costco Wholesale reports first-quarter fiscal 2023 earnings. Shares of the membership-club discount retailer fell 7.3% this past week, as November sales, released on Wednesday, came up short of expectations.</p><p>Broadcom, Chewy, Cooper Cos., and Lululemon Athletica hold conference calls to discuss quarterly results.</p><p>General Electric holds an investor day in New York to discuss the GE HealthCare spinoff. GE shareholders will receive one share of GE HealthCare for every three shares owned. The spinoff is slated to take effect after the market close on Jan. 3, 2023. GE HealthCare will trade under the ticker GEHC on the Nasdaq exchange.</p><p>Cisco Systems and Medtronic hold their annual shareholder meetings.</p><p><b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 3. Jobless claims averaged 228,750 in November and have crept higher from historically low levels since earlier this March.</p><h2>Friday 12/09</h2><p><b>The Bureau of Labor</b> Statistics releases the producer price index for November. Economists forecast the PPI to rise 7.2%, year over year, after an 8% jump in October. The core PPI, which excludes volatile food and energy prices, is expected to increase 5.9%, slower than the 6.7% gain previously. Softer-than-expected CPI and PPI readings in the past month have raised hopes that the Fed pivot—or at least pause—is almost here.</p><p><b>The University of Michigan</b> releases its Consumer Sentiment Index for December. The consensus estimate is for a 57.5 reading, about one point above November’s.</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>Costco, GameStop, Broadcom, Li Auto 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\">\nCostco, GameStop, Broadcom, Li Auto and Other Stocks to Watch 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\">2022-12-05 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It’s a relatively quiet week on the earnings and economic data fronts, but with several notable releases still coming.</p><p>Earnings reports will include AutoZone on Tuesday, then GameStop, Campbell Soup, and Brown-Forman on Wednesday. On Thursday, Costco Wholesale, Chewy, Lululemon Athletica, and Broadcom will release results.</p><p>Lowe’s and General Electric will host investor days on Wednesday and Thursday, respectively.</p><p>Li Auto willl will release results on Friday.<img src=\"https://static.tigerbbs.com/28abc954db905bad6ba34ece42e87fc0\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\"/></p><p>Economic data out this week will include the Institute for Supply Management’s Services Purchasing Managers’ Index for November on Monday. That’s expected to decline to 53, which would be the index’s lowest reading since May 2020.</p><p>Other economic data out this week will include the Bureau of Labor Statistics’ producer price index for November. Economists are looking for a rise of 7.2% from a year earlier for the headline index and a 5.9% one-year increase in the core PPI, which excludes food and energy prices.</p><p>Also on Friday, the University of Michigan will release its Consumer Sentiment Index for December, which is expected to tick up from November.</p><p><img src=\"https://static.tigerbbs.com/e6ea15c7cd71a2cb120d389147fdb7b2\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><h2>Monday 12/05</h2><p><b>The Institute for Supply</b> Management releases its Services Purchasing Managers’ Index for November. The consensus estimate is for a 53 reading, slightly lower than October’s 54.4. That was the lowest figure for the index since May 2020, as the services sector of the economy continues to slow.</p><h2>Tuesday 12/06</h2><p>AutoZone releases first-quarter fiscal-2023 results.</p><p>Fortune Brands &amp; Home Security and Norfolk Southern hold their 2022 investor days.</p><h2>Wednesday 12/07</h2><p>Brown-Forman, Campbell Soup, and GameStop report earnings.</p><p>International Flavors &amp; Fragrances and Southwest Airlines host their annual investor days.</p><p>Lowe’s holds its 2022 analyst and investor conference in New York. The company is expected to provide long-term financial targets.</p><p><b>The Federal Reserve r</b>eports consumer credit data for October. In September, total consumer debt rose at a seasonally adjusted annual rate of 6.4% and topped $4.7 trillion for the first time.</p><h2>Thursday 12/08</h2><p>Costco Wholesale reports first-quarter fiscal 2023 earnings. Shares of the membership-club discount retailer fell 7.3% this past week, as November sales, released on Wednesday, came up short of expectations.</p><p>Broadcom, Chewy, Cooper Cos., and Lululemon Athletica hold conference calls to discuss quarterly results.</p><p>General Electric holds an investor day in New York to discuss the GE HealthCare spinoff. GE shareholders will receive one share of GE HealthCare for every three shares owned. The spinoff is slated to take effect after the market close on Jan. 3, 2023. GE HealthCare will trade under the ticker GEHC on the Nasdaq exchange.</p><p>Cisco Systems and Medtronic hold their annual shareholder meetings.</p><p><b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 3. Jobless claims averaged 228,750 in November and have crept higher from historically low levels since earlier this March.</p><h2>Friday 12/09</h2><p><b>The Bureau of Labor</b> Statistics releases the producer price index for November. Economists forecast the PPI to rise 7.2%, year over year, after an 8% jump in October. The core PPI, which excludes volatile food and energy prices, is expected to increase 5.9%, slower than the 6.7% gain previously. Softer-than-expected CPI and PPI readings in the past month have raised hopes that the Fed pivot—or at least pause—is almost here.</p><p><b>The University of Michigan</b> releases its Consumer Sentiment Index for December. The consensus estimate is for a 57.5 reading, about one point above November’s.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多",".DJI":"道琼斯","LI":"理想汽车","AVGO":"博通","LULU":"lululemon athletica",".IXIC":"NASDAQ Composite","CHWY":"Chewy, Inc.",".SPX":"S&P 500 Index","GME":"游戏驿站"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174945241","content_text":"It’s a relatively quiet week on the earnings and economic data fronts, but with several notable releases still coming.Earnings reports will include AutoZone on Tuesday, then GameStop, Campbell Soup, and Brown-Forman on Wednesday. On Thursday, Costco Wholesale, Chewy, Lululemon Athletica, and Broadcom will release results.Lowe’s and General Electric will host investor days on Wednesday and Thursday, respectively.Li Auto willl will release results on Friday.Economic data out this week will include the Institute for Supply Management’s Services Purchasing Managers’ Index for November on Monday. That’s expected to decline to 53, which would be the index’s lowest reading since May 2020.Other economic data out this week will include the Bureau of Labor Statistics’ producer price index for November. Economists are looking for a rise of 7.2% from a year earlier for the headline index and a 5.9% one-year increase in the core PPI, which excludes food and energy prices.Also on Friday, the University of Michigan will release its Consumer Sentiment Index for December, which is expected to tick up from November.Monday 12/05The Institute for Supply Management releases its Services Purchasing Managers’ Index for November. The consensus estimate is for a 53 reading, slightly lower than October’s 54.4. That was the lowest figure for the index since May 2020, as the services sector of the economy continues to slow.Tuesday 12/06AutoZone releases first-quarter fiscal-2023 results.Fortune Brands & Home Security and Norfolk Southern hold their 2022 investor days.Wednesday 12/07Brown-Forman, Campbell Soup, and GameStop report earnings.International Flavors & Fragrances and Southwest Airlines host their annual investor days.Lowe’s holds its 2022 analyst and investor conference in New York. The company is expected to provide long-term financial targets.The Federal Reserve reports consumer credit data for October. In September, total consumer debt rose at a seasonally adjusted annual rate of 6.4% and topped $4.7 trillion for the first time.Thursday 12/08Costco Wholesale reports first-quarter fiscal 2023 earnings. Shares of the membership-club discount retailer fell 7.3% this past week, as November sales, released on Wednesday, came up short of expectations.Broadcom, Chewy, Cooper Cos., and Lululemon Athletica hold conference calls to discuss quarterly results.General Electric holds an investor day in New York to discuss the GE HealthCare spinoff. GE shareholders will receive one share of GE HealthCare for every three shares owned. The spinoff is slated to take effect after the market close on Jan. 3, 2023. GE HealthCare will trade under the ticker GEHC on the Nasdaq exchange.Cisco Systems and Medtronic hold their annual shareholder meetings.The Department of Labor reports initial jobless claims for the week ending on Dec. 3. Jobless claims averaged 228,750 in November and have crept higher from historically low levels since earlier this March.Friday 12/09The Bureau of Labor Statistics releases the producer price index for November. Economists forecast the PPI to rise 7.2%, year over year, after an 8% jump in October. The core PPI, which excludes volatile food and energy prices, is expected to increase 5.9%, slower than the 6.7% gain previously. Softer-than-expected CPI and PPI readings in the past month have raised hopes that the Fed pivot—or at least pause—is almost here.The University of Michigan releases its Consumer Sentiment Index for December. The consensus estimate is for a 57.5 reading, about one point above November’s.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940499788,"gmtCreate":1678090908444,"gmtModify":1678090912004,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940499788","repostId":"1133414956","repostType":4,"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926577133,"gmtCreate":1671592671722,"gmtModify":1676538561277,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9926577133","repostId":"2292337681","repostType":4,"repost":{"id":"2292337681","pubTimestamp":1671584462,"share":"https://www.laohu8.com/m/news/2292337681?lang=&edition=full","pubTime":"2022-12-21 09:01","market":"us","language":"en","title":"These 2 Stocks Could Go to Zero","url":"https://stock-news.laohu8.com/highlight/detail?id=2292337681","media":"Motley Fool","summary":"The bond market has rapidly soured on both money-losing companies.","content":"<html><head></head><body><p>Famed value investor Benjamin Graham introduced Mr. Market in his 1949 book <i>The Intelligent Investor</i>. Mr. Market, an allegory used to describe the irrational, erratic, and emotional behavior that can drive stock prices up and down, is a good lens through which to view the pandemic-era ups and downs of certain stocks.</p><p><b>Carvana</b> and <b>Coinbase</b> have never made much sense as businesses, at least to me. Carvana operates car vending machines and an online used car buying and selling platform, using billions in debt to fund expansion while losing money on every single car it sells. Coinbase charges high transaction fees on trades through its cryptocurrency exchange, a model that only works during times of extreme euphoria in the cryptocurrency markets.</p><p>The pandemic convinced Mr. Market that both of these companies were worth tens of billions of dollars. Carvana benefited from soaring demand and prices for used cars, a situation that Mr. Market seemingly believed would last forever. And Coinbase temporarily earned billions in profit as retail traders frantically traded digital tokens as cryptocurrency prices exploded, leading Mr. Market to turn a blind eye to that fact that cryptocurrency has little utility and no intrinsic value whatsoever.</p><h2>Optimism crashes into reality</h2><p>Carvana was valued at roughly $30 billion at one point in 2021. For reference, U.S. used car dealers generate around $140 billion of revenue annually, and it&#39;s not a high-margin affair. In 2021, when Carvana was seeing intense demand and growing rapidly, the company&#39;s gross margin was still just 15%.</p><p>Coinbase&#39;s market cap topped $70 billion in late 2021. As I pointed out earlier that year, Coinbase&#39;s success was extremely fragile. If cryptocurrency were to go mainstream and find real-world utility, it would kill the volatility that drives trading activity and revenue for Coinbase. If it remained a highly speculative asset class, competition would eat away at Coinbase&#39;s profit margins. And if cryptocurrency prices crashed and interest faded away, Coinbase would obviously suffer. There were no good outcomes.</p><p>For Carvana, the end of the used car boom apparently caught the company off guard. Retail unit sales tumbled in the third quarter, and more concerningly, gross profit per vehicle fell off a cliff. Carvana is overloaded with debt, and interest payments ate up nearly half of the company&#39;s depressed gross profit in the third quarter. With pricing based on supply and demand, and with Carvana&#39;s cost structure tuned for a booming market it apparently expected to never end, the company is in deep trouble.</p><p>For Coinbase, trading activity has evaporated amid plunging cryptocurrency prices and multiple frauds and scandals that have rocked the industry. Like Carvana, Coinbase has a cost problem. The company&#39;s cost structure only makes sense in a never-ending cryptocurrency bubble. The bubble has burst, and it doesn&#39;t look like it will be reinflating anytime soon.</p><h2>Don&#39;t ignore the bond market</h2><p>While Mr. Market is manic, swinging from optimism to pessimism and back again on a dime, drinking the Kool-Aid one minute and spitting it out the next, the bond market is a more serious affair. When bond investors become pessimistic about a particular company, it would be wise for stock investors to pay attention.</p><p>For both Carvana and Coinbase, bond investors are screaming at stock investors to get real:</p><ul><li>A Carvana bond issued in May that matures in 2030 is currently trading for less than 47 cents on the dollar.</li><li>A Coinbase bond issued in late 2021 that matures in 2031 is going for less than 52 cents on the dollar, despite Coinbase&#39;s balance sheet still featuring around $5 billion of cash.</li></ul><p>These prices suggest that the bond market does not expect either company to survive. Carvana is in more immediate danger -- its debt situation is untenable, and the company doesn&#39;t have the liquidity to keep going for much longer based on the rate at which it&#39;s burning cash. Carvana&#39;s free cash flow through the first nine months of 2022 was a loss of $1 billion, despite a reduction in vehicle inventories.</p><p>Coinbase has a longer runway, but its business model appears to be completely broken. The company has a bunch of cash laying around, but that cash is quickly going out the door. In just nine months, Coinbase&#39;s cash balance has declined by more than $2 billion, not counting customer deposits. With the collapse of FTX and revelations about the large-scale fraud going on at that once-mighty cryptocurrency exchange, it seems unlikely that cryptocurrency markets are going to stage a comeback anytime soon.</p><p>Miracles sometimes happen, but they&#39;re not a valid investing strategy. Get out while you still can.</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 2 Stocks Could Go to Zero</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 2 Stocks Could Go to Zero\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-21 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/20/these-2-stocks-could-go-to-zero/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Famed value investor Benjamin Graham introduced Mr. Market in his 1949 book The Intelligent Investor. Mr. Market, an allegory used to describe the irrational, erratic, and emotional behavior that can ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/20/these-2-stocks-could-go-to-zero/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","CVNA":"Carvana Co."},"source_url":"https://www.fool.com/investing/2022/12/20/these-2-stocks-could-go-to-zero/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292337681","content_text":"Famed value investor Benjamin Graham introduced Mr. Market in his 1949 book The Intelligent Investor. Mr. Market, an allegory used to describe the irrational, erratic, and emotional behavior that can drive stock prices up and down, is a good lens through which to view the pandemic-era ups and downs of certain stocks.Carvana and Coinbase have never made much sense as businesses, at least to me. Carvana operates car vending machines and an online used car buying and selling platform, using billions in debt to fund expansion while losing money on every single car it sells. Coinbase charges high transaction fees on trades through its cryptocurrency exchange, a model that only works during times of extreme euphoria in the cryptocurrency markets.The pandemic convinced Mr. Market that both of these companies were worth tens of billions of dollars. Carvana benefited from soaring demand and prices for used cars, a situation that Mr. Market seemingly believed would last forever. And Coinbase temporarily earned billions in profit as retail traders frantically traded digital tokens as cryptocurrency prices exploded, leading Mr. Market to turn a blind eye to that fact that cryptocurrency has little utility and no intrinsic value whatsoever.Optimism crashes into realityCarvana was valued at roughly $30 billion at one point in 2021. For reference, U.S. used car dealers generate around $140 billion of revenue annually, and it's not a high-margin affair. In 2021, when Carvana was seeing intense demand and growing rapidly, the company's gross margin was still just 15%.Coinbase's market cap topped $70 billion in late 2021. As I pointed out earlier that year, Coinbase's success was extremely fragile. If cryptocurrency were to go mainstream and find real-world utility, it would kill the volatility that drives trading activity and revenue for Coinbase. If it remained a highly speculative asset class, competition would eat away at Coinbase's profit margins. And if cryptocurrency prices crashed and interest faded away, Coinbase would obviously suffer. There were no good outcomes.For Carvana, the end of the used car boom apparently caught the company off guard. Retail unit sales tumbled in the third quarter, and more concerningly, gross profit per vehicle fell off a cliff. Carvana is overloaded with debt, and interest payments ate up nearly half of the company's depressed gross profit in the third quarter. With pricing based on supply and demand, and with Carvana's cost structure tuned for a booming market it apparently expected to never end, the company is in deep trouble.For Coinbase, trading activity has evaporated amid plunging cryptocurrency prices and multiple frauds and scandals that have rocked the industry. Like Carvana, Coinbase has a cost problem. The company's cost structure only makes sense in a never-ending cryptocurrency bubble. The bubble has burst, and it doesn't look like it will be reinflating anytime soon.Don't ignore the bond marketWhile Mr. Market is manic, swinging from optimism to pessimism and back again on a dime, drinking the Kool-Aid one minute and spitting it out the next, the bond market is a more serious affair. When bond investors become pessimistic about a particular company, it would be wise for stock investors to pay attention.For both Carvana and Coinbase, bond investors are screaming at stock investors to get real:A Carvana bond issued in May that matures in 2030 is currently trading for less than 47 cents on the dollar.A Coinbase bond issued in late 2021 that matures in 2031 is going for less than 52 cents on the dollar, despite Coinbase's balance sheet still featuring around $5 billion of cash.These prices suggest that the bond market does not expect either company to survive. Carvana is in more immediate danger -- its debt situation is untenable, and the company doesn't have the liquidity to keep going for much longer based on the rate at which it's burning cash. Carvana's free cash flow through the first nine months of 2022 was a loss of $1 billion, despite a reduction in vehicle inventories.Coinbase has a longer runway, but its business model appears to be completely broken. The company has a bunch of cash laying around, but that cash is quickly going out the door. In just nine months, Coinbase's cash balance has declined by more than $2 billion, not counting customer deposits. With the collapse of FTX and revelations about the large-scale fraud going on at that once-mighty cryptocurrency exchange, it seems unlikely that cryptocurrency markets are going to stage a comeback anytime soon.Miracles sometimes happen, but they're not a valid investing strategy. Get out while you still can.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961839281,"gmtCreate":1668907489943,"gmtModify":1676538126234,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961839281","repostId":"2284785084","repostType":4,"repost":{"id":"2284785084","pubTimestamp":1668905591,"share":"https://www.laohu8.com/m/news/2284785084?lang=&edition=full","pubTime":"2022-11-20 08:53","market":"us","language":"en","title":"Alphabet Vs. Meta Platforms: Which Stock Is The Better Investment?","url":"https://stock-news.laohu8.com/highlight/detail?id=2284785084","media":"Seeking Alpha","summary":"SummaryAlphabet and Meta are two giants in highly competitive markets, both with their specific risk","content":"<html><head></head><body><p>Summary</p><ul><li>Alphabet and Meta are two giants in highly competitive markets, both with their specific risk profiles, while also offering massive opportunities to investors.</li><li>GOOG reported a superior performance over the past years, while both stocks may offer great opportunities for investors, the ability to achieve the targets and the optionality will be determinant.</li><li>Both companies share the same Achilles heel, in an industry that is forecasted to grow substantially over the next decade, while it also exposes their revenue stream to demand-driven fluctuations.</li><li>This article focuses on long-term investment opportunities based on in-depth fundamental analysis and I offer two valuation models structured around multiple outcome scenarios.</li></ul><p>The technology sector is among the worst performers in the past year, losing over 30% of its value. While many stocks may have been excessively hyped during the massive rebound out of the pandemic-lows, others have been under pressure because of rising inflation, a higher cost of capital, bottlenecks among the supply chains, as well as headwinds caused by pandemic-related restrictions, geo-political tensions, and the ongoing war in Ukraine. Companies in the Information technology services industry could perform better from a yearly perspective but lately have been struggling to rebound, while others, such as the semiconductor and the solar industries, have recently been leading the sector.</p><p></p><p><img src=\"https://static.tigerbbs.com/24926893763e4d5e2c2059c3a396961e\" tg-width=\"640\" tg-height=\"102\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>finviz</p><p><img src=\"https://static.tigerbbs.com/1f119d5f53fe3121bf55f9c893934749\" tg-width=\"640\" tg-height=\"98\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>finviz</p><p>The two selected companies are two global giants in their industry, with Alphabet (NASDAQ:NASDAQ:GOOG) (NASDAQ:GOOGL) having nearly a monopoly in the online search field, as Google processes over 92% of online search volume worldwide, and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (NASDAQ:NASDAQ:META) counting 3.71B monthly users in Q3 2022, among the company’s core products, Facebook, WhatsApp, Instagram, or Messenger, up 4% Year-over-Year [YoY].</p><p></p><p><img src=\"https://static.tigerbbs.com/466ecae9b7a6150d62e4e702446ea1b7\" tg-width=\"640\" tg-height=\"162\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using TIKR</p><p>While the two companies once were identified as a digital duopoly, because of their massive market share in global online advertising, more recently, companies such as Amazon.com (NASDAQ:AMZN), Alibaba (NYSE:BABA), Tencent (OTCX:OTCPK:TCEHY), or ByteDance through their social media TikTok, have penetrated the market and contributed to the erosion of this duopoly.</p><p><img src=\"https://static.tigerbbs.com/0ba8cba90ad500702aed27aa4769d952\" tg-width=\"398\" tg-height=\"476\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from Insider Intelligence, Research and Markets, Company filings</p><p>The global IT Services market is projected to grow at a 9.5% Compound Annual Growth Rate [CAGR] through 2031, while the global digital advertising market is forecasted to grow even faster at a 13.9% CAGR, reaching a size of $1.79T through 2031. The sustained market growth is driven by the broader penetration of internet users, technological advancement, rising spending in digital advertising, and the expanding popularity of mobile phones and digital media across the world, while platforms such as in-app, mobile ads, connected TV or social media advertising are increasingly important vectors in the industry.</p><h2><b>An in-depth company comparison</b></h2><p><img src=\"https://static.tigerbbs.com/c3b292a512ca86202c0549254543bfb5\" tg-width=\"472\" tg-height=\"546\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from S&amp;P Capital IQ</p><p>The financial comparison highlights the major relative strengths and weaknesses of the two giants. In terms of their Return on Invested Capital [ROIC], a very important metric I consider when pondering an investment decision, as a company must be able to consistently create value to be a sustainable investment, Alphabet seems to gradually increase its capital allocation efficiency over the past few years. Although Meta has been more efficient in the past, the metric has progressively dropped, until recently significantly falling under Alphabet’s level. The latter seems to have a more efficient core business, but Meta has seemingly more efficient cash management, observed in the relatively narrow spread between their ROIC and the Return on Capital Employed [ROCE], while Alphabet could significantly increase its capital allocation efficiency as the company reported a massive cash position of over $116B.</p><p><img src=\"https://static.tigerbbs.com/fa03acf041d1be505b4a32558b182c46\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from S&amp;P Capital IQ</p><p>Although Meta reports by far the higher gross margin, this metric’s growth is seemingly dropping from 21.94% CAGR in the past 5 years to 17.88% CAGR in the past 3 years. While Alphabet reported a lower actual value, the company saw this metric slightly increase from 19.38% CAGR to 20.72% CAGR, over the same time window. Meta’s main source of revenue began faltering as the widely popular video app TikTok massively increased its audience, and other companies increased their market share in the online advertising space, while Apple’s (NASDAQ:AAPL) shift to a strict app tracking transparency privacy policy, requiring the user’s approval for apps to be able to track their data, had an estimated two-digit billion impact on Meta’s revenue. On the operational side, the companies have an even more divergent profile, as Alphabet demonstrated being capable of significantly increasing its operational profitability from 22.13% CAGR in the past 5 years, to 29.80% CAGR over the past 3 years, while Meta’s operating margin growth is decelerating from 11.96% CAGR to 7.03% CAGR over the same period. Meta is massively investing in the development of the Metaverse while rising doubts emerge concerning the company’s ability to reach its ambitious goals in a concept that only a few people understand, while at the same time the company struggles with a weakening advertising business.</p><p><img src=\"https://static.tigerbbs.com/8f1f88c88d16069afac3b3d995567a30\" tg-width=\"640\" tg-height=\"153\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from S&amp;P Capital IQ</p><p>Meta reportedly has a more cash-rich business than the analyzed peer, while none of them is paying a dividend, both companies spend billions in share-repurchase programs. Alphabet announced its biggest share-buyback program of over $70B earlier this year, a major increase after the authorized buyback of $50B in 2021 and $25B in 2019. Meta has reportedly spent $91B to repurchase 377M stocks at an average price of $242, between 2017 and September 2022, a price that seems steep, considering that the actual share price is valued at -53% of that price. Meta also reports significantly higher EPS, while in those terms, Alphabet has had a less negative development over the most recent quarters and reported significantly higher growth over the past few years. Both companies are relying on debt for sustaining their business, increasing significantly their debt reliance since 2019, as the historically low-interest rates pushed many companies to consider more debt in their financing strategy. That said, both companies could repay the entirety of their debt exposure as shown in their net debt position and low leverage ratio.</p><h2>The stocks’ performance</h2><p>Considering both stocks’ performance in the past 5 years, GOOG reported a solid performance of 93.44%, while META performed significantly worse, losing 37.65% over the analyzed period. The most significant references show a mixed picture, with the S&amp;P 500 (SP500) returning approximately 53%, and the Nasdaq technology index, tracked by the Invesco QQQ ETF (QQQ) marked over 85% performance, while more industry-focused references, such as the <a href=\"https://laohu8.com/S/XLC\">Communication Services Select Sector SPDR Fund</a> (XLC) performed flat, while the Technology Select Sector SPDR ETF (XLK) is the strongest outperformer of the analyzed references.</p><p><img src=\"https://static.tigerbbs.com/51b316e664d2e9457222c2ae8e80185d\" tg-width=\"640\" tg-height=\"198\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using SeekingAlpha.com</p><p>While both stocks display periods of relative strength, GOOG reported massive resilience after every major drop, while META has significantly suffered after its All-Time-High [ATH] in September 2021, leading to massive value destruction for its investors, being priced at levels not seen since 2016. In the next section, I will show how the next few years are forecasted to play out for both companies and if the actual stock price may offer an interesting opportunity, while also assessing the possible risks in different scenarios.</p><h2>Valuation</h2><p>To determine the actual fair value for both company&#39;s stock prices, I rely on the following Discounted Cash Flow [DCF] model, which extends over a forecast period of 5 years with 3 different sets of assumptions ranging from a more conservative to a more optimistic scenario, based on the metrics determining the WACC and the terminal value. As forecasted by the street consensus, Alphabet is anticipated to generate a massive 17.27% Free Cash Flow [FCF] CAGR over the coming 5 years, with its operating and net profitability increasing at respectively 12.73% and 13.80% CAGR, while its revenue is projected to expand at solid 10.98%, above the expected growth in the relevant industries.</p><p><img src=\"https://static.tigerbbs.com/4f307c189819f83e89ac5301f675e985\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from S&amp;P Capital IQ</p><p>The valuation takes into account a tighter monetary policy, which will undeniably be a reality in many economies worldwide in the coming years and lead to a higher weighted average cost of capital.</p><p><img src=\"https://static.tigerbbs.com/dfdac1fd157fda94ba58871ccb1c7b3f\" tg-width=\"573\" tg-height=\"599\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><p>I compute my opinion in terms of likelihood for the three different scenarios, and I, therefore, consider the stock to be significantly undervalued with a weighted average price target with about 54% upside potential at $152.</p><p>Meta is forecasted to expand slower, with its sales growing at 9.20% CAGR over the next 5 years, and its operating and net profit margins are expected to grow between 8.5% and 8.9%, in terms of FCF the company is anticipated to substantially increase its metric, with 17.61% CAGR through 2026.</p><p></p><p><img src=\"https://static.tigerbbs.com/15cc9d6404157e698d23631783f3f4cd\" tg-width=\"640\" tg-height=\"398\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, using data from S&amp;P Capital IQ</p><p>I then consider the same three scenarios affected by the company’s fundamentals and by the exogenous factors.</p><p></p><p><img src=\"https://static.tigerbbs.com/c566b27f98414ced096c76621fbf9c00\" tg-width=\"573\" tg-height=\"598\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><p>Despite both stocks seemingly being undervalued, when considering the weighted average price target, the two modelizations suggest that GOOG may offer a higher expected return, while META’s expected performance is seen 50% higher than the latest closing price, or at about $167. Both modelizations emphasize the still substantial expected return, also in the less optimistic scenario.</p><p>Investors should consider that those forecasts are based on a relatively conservative assumption in terms of perpetual growth rates, higher discount rates, and the recent trend in increased interest rates, which reflects the actual situation and forecast possible scenarios. An inversion of this trend would change this perspective and value the company at a higher price.</p><h2>Outlook and Risk discussion</h2><p>With both companies having tremendous possibilities to expand their powerful product ecosystem, it’s quite difficult to estimate their relevant total addressable market [TAM], as both peers have shown to be able to significantly grow their business either organically or through strategic acquisitions. Alphabet and Meta own strong brands with Google ranked in the fourth position in Interbrand&#39;s Best Global Brands, while Facebook is ranked 17th. Google’s essentially monopolistic position in search engines, its gigantic database with no equal data-harvesting worldwide, and the dominant position in the smartphone industry with Android estimated to hold a share of 72% in the mobile operating systems’ market, while Apple is progressively gaining market shares, are only some of the company’s major strengths. Despite this, with approximately 80% of its revenue originating from income related to advertising, the company’s revenue model is highly exposed to demand fluctuations, and with a recession likely seen coming in major global economies, dropping consumer spending and cuts in expenses on advertising, will likely have a tangible negative effect on the company’s results. Privacy concerns and regulatory pressure, as well as data security, are also possible future threats to Alphabet, Meta, and their peers, as the biggest strength for the companies, the massive data collection, is the most damaging weakness for their users. Among Alphabet’s most promising opportunities I do like to underscore the company’s positioning in terms of Artificial Intelligence [AI], Machine Learning [ML], and cloud-based business, as well as its expansion into the wearable OS market, and the great diversification opportunities the company could access or create through its colossal financial strength.</p><p>Meta is building a strong product portfolio including WhatsApp, Instagram, Messenger, Oculus, Workplace, Portal, and Calibra to diversify from Facebook and create expanded opportunities in strong secular trends. With over 45% of the world’s population using Facebook or its family products, the company holds an extremely powerful and irreplaceable position. But with approximately 98% of revenue originating from advertising, Meta is even more exposed to demand-driven fluctuations than Alphabet, and since the company is massively investing and focusing its resources on developing its visionary Metaverse, the diversification opportunities are, at least for the moment, seemingly more limited than Alphabet’s. Facebook has been losing popularity after facing backlash over its negligence in protecting the user’s privacy, while negative publicity, allegations of racial basis, or the platform’s inability to control the spread of fake and misleading information, may have cast a shadow on the company’s once brighter outlook. Despite this, Meta faces many opportunities in terms of possible monetization of its platforms through paid services such as news subscriptions, peer-to-peer marketplaces, online dating apps, e-wallets, or the development of other hardware devices, while its existing technologies could also be integrated or connected with a variety of other applications, such as e-commerce, gaming, or expanded into the digital creators&#39; space, or by offering remote-work solutions. In terms of future-oriented secular growth vectors, Meta has extensive expertise in AI and ML, which the company could use to penetrate markets such as the technologies used for autonomous vehicles, where other competitors like Google, Amazon, and Apple are already massively investing.</p><p>Alphabet is rated with a Strong Buy rating from Seeking Alpha’s Quant Rating since August 25, 2022, and holds the first two positions in the Interactive Media and Services industry through its two share classes.</p><p></p><p><img src=\"https://static.tigerbbs.com/5b711fdd651560e12eb413b5c4321377\" tg-width=\"640\" tg-height=\"183\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SeekingAlpha.com</p><p>Meta has instead been qualified as a Hold position since the end of 2021 and is ranked 22 out of 62 in the relevant industry. Both companies are without seen excelling in terms of profitability, while growth and valuation seem to be less favorable factors in the actual uncertain market environment, with Meta also significantly suffering from the negative momentum in its more recent price action.</p><p></p><p><img src=\"https://static.tigerbbs.com/c27a653d50c6e2a961374aeaa87c1171\" tg-width=\"640\" tg-height=\"183\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SeekingAlpha.com</p><h2>The Verdict: Which stock is the better buy?</h2><p>The two analyzed companies are two global leaders in the technology services industry, with their respective strengths and weaknesses, but also offering inherent opportunities with their correlated risks. From an investor&#39;s point of view, it’s important to consider the company’s ability to create value for its shareholders, while minimizing the risks. Past performance is not a guarantee for future results, and despite GOOG overall performing significantly better than META in the past few years, the latter is seemingly offering great opportunities ahead, and my rather conservative modelization hints at the significant undervaluation of both stocks. Both companies have strong financials and report high profitability, but Alphabet is seemingly on a better path, as the company reported an overall better trend and is expected to optimize its profitability even further, while also owning a massive idling cash position that offers incredibly many options, and could even further increase the company’s already superior capital allocation efficiency. </p><p>Meta’s huge bet on the Metaverse may lead to great success, but it also bears a major risk, in times when the company’s great dependency on advertising spending is under pressure. While both companies’ Achilles heel is seemingly their dependency on spending in digital advertising, Meta is more reliant on it than Alphabet, and may also have shown less intention to diversify its revenue streams, when compared to its colossal peers. </p><p>I consider both companies as being a buy position for long-term oriented investors, but overall in this comparative analysis, I chose Alphabet as my favorite stock pick, for its preeminent opportunities and lower risk profile, while seemingly also offering the greater potential in its stock performance, when considering all three forecasted scenarios.</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>Alphabet Vs. Meta Platforms: Which Stock Is The Better Investment?</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 Vs. Meta Platforms: Which Stock Is The Better Investment?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-20 08:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559206-alphabet-vs-meta-platforms-which-stock-is-the-better-investment><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlphabet and Meta are two giants in highly competitive markets, both with their specific risk profiles, while also offering massive opportunities to investors.GOOG reported a superior ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559206-alphabet-vs-meta-platforms-which-stock-is-the-better-investment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","META":"Meta Platforms","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4559206-alphabet-vs-meta-platforms-which-stock-is-the-better-investment","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284785084","content_text":"SummaryAlphabet and Meta are two giants in highly competitive markets, both with their specific risk profiles, while also offering massive opportunities to investors.GOOG reported a superior performance over the past years, while both stocks may offer great opportunities for investors, the ability to achieve the targets and the optionality will be determinant.Both companies share the same Achilles heel, in an industry that is forecasted to grow substantially over the next decade, while it also exposes their revenue stream to demand-driven fluctuations.This article focuses on long-term investment opportunities based on in-depth fundamental analysis and I offer two valuation models structured around multiple outcome scenarios.The technology sector is among the worst performers in the past year, losing over 30% of its value. While many stocks may have been excessively hyped during the massive rebound out of the pandemic-lows, others have been under pressure because of rising inflation, a higher cost of capital, bottlenecks among the supply chains, as well as headwinds caused by pandemic-related restrictions, geo-political tensions, and the ongoing war in Ukraine. Companies in the Information technology services industry could perform better from a yearly perspective but lately have been struggling to rebound, while others, such as the semiconductor and the solar industries, have recently been leading the sector.finvizfinvizThe two selected companies are two global giants in their industry, with Alphabet (NASDAQ:NASDAQ:GOOG) (NASDAQ:GOOGL) having nearly a monopoly in the online search field, as Google processes over 92% of online search volume worldwide, and Meta Platforms (NASDAQ:NASDAQ:META) counting 3.71B monthly users in Q3 2022, among the company’s core products, Facebook, WhatsApp, Instagram, or Messenger, up 4% Year-over-Year [YoY].Author, using TIKRWhile the two companies once were identified as a digital duopoly, because of their massive market share in global online advertising, more recently, companies such as Amazon.com (NASDAQ:AMZN), Alibaba (NYSE:BABA), Tencent (OTCX:OTCPK:TCEHY), or ByteDance through their social media TikTok, have penetrated the market and contributed to the erosion of this duopoly.Author, using data from Insider Intelligence, Research and Markets, Company filingsThe global IT Services market is projected to grow at a 9.5% Compound Annual Growth Rate [CAGR] through 2031, while the global digital advertising market is forecasted to grow even faster at a 13.9% CAGR, reaching a size of $1.79T through 2031. The sustained market growth is driven by the broader penetration of internet users, technological advancement, rising spending in digital advertising, and the expanding popularity of mobile phones and digital media across the world, while platforms such as in-app, mobile ads, connected TV or social media advertising are increasingly important vectors in the industry.An in-depth company comparisonAuthor, using data from S&P Capital IQThe financial comparison highlights the major relative strengths and weaknesses of the two giants. In terms of their Return on Invested Capital [ROIC], a very important metric I consider when pondering an investment decision, as a company must be able to consistently create value to be a sustainable investment, Alphabet seems to gradually increase its capital allocation efficiency over the past few years. Although Meta has been more efficient in the past, the metric has progressively dropped, until recently significantly falling under Alphabet’s level. The latter seems to have a more efficient core business, but Meta has seemingly more efficient cash management, observed in the relatively narrow spread between their ROIC and the Return on Capital Employed [ROCE], while Alphabet could significantly increase its capital allocation efficiency as the company reported a massive cash position of over $116B.Author, using data from S&P Capital IQAlthough Meta reports by far the higher gross margin, this metric’s growth is seemingly dropping from 21.94% CAGR in the past 5 years to 17.88% CAGR in the past 3 years. While Alphabet reported a lower actual value, the company saw this metric slightly increase from 19.38% CAGR to 20.72% CAGR, over the same time window. Meta’s main source of revenue began faltering as the widely popular video app TikTok massively increased its audience, and other companies increased their market share in the online advertising space, while Apple’s (NASDAQ:AAPL) shift to a strict app tracking transparency privacy policy, requiring the user’s approval for apps to be able to track their data, had an estimated two-digit billion impact on Meta’s revenue. On the operational side, the companies have an even more divergent profile, as Alphabet demonstrated being capable of significantly increasing its operational profitability from 22.13% CAGR in the past 5 years, to 29.80% CAGR over the past 3 years, while Meta’s operating margin growth is decelerating from 11.96% CAGR to 7.03% CAGR over the same period. Meta is massively investing in the development of the Metaverse while rising doubts emerge concerning the company’s ability to reach its ambitious goals in a concept that only a few people understand, while at the same time the company struggles with a weakening advertising business.Author, using data from S&P Capital IQMeta reportedly has a more cash-rich business than the analyzed peer, while none of them is paying a dividend, both companies spend billions in share-repurchase programs. Alphabet announced its biggest share-buyback program of over $70B earlier this year, a major increase after the authorized buyback of $50B in 2021 and $25B in 2019. Meta has reportedly spent $91B to repurchase 377M stocks at an average price of $242, between 2017 and September 2022, a price that seems steep, considering that the actual share price is valued at -53% of that price. Meta also reports significantly higher EPS, while in those terms, Alphabet has had a less negative development over the most recent quarters and reported significantly higher growth over the past few years. Both companies are relying on debt for sustaining their business, increasing significantly their debt reliance since 2019, as the historically low-interest rates pushed many companies to consider more debt in their financing strategy. That said, both companies could repay the entirety of their debt exposure as shown in their net debt position and low leverage ratio.The stocks’ performanceConsidering both stocks’ performance in the past 5 years, GOOG reported a solid performance of 93.44%, while META performed significantly worse, losing 37.65% over the analyzed period. The most significant references show a mixed picture, with the S&P 500 (SP500) returning approximately 53%, and the Nasdaq technology index, tracked by the Invesco QQQ ETF (QQQ) marked over 85% performance, while more industry-focused references, such as the Communication Services Select Sector SPDR Fund (XLC) performed flat, while the Technology Select Sector SPDR ETF (XLK) is the strongest outperformer of the analyzed references.Author, using SeekingAlpha.comWhile both stocks display periods of relative strength, GOOG reported massive resilience after every major drop, while META has significantly suffered after its All-Time-High [ATH] in September 2021, leading to massive value destruction for its investors, being priced at levels not seen since 2016. In the next section, I will show how the next few years are forecasted to play out for both companies and if the actual stock price may offer an interesting opportunity, while also assessing the possible risks in different scenarios.ValuationTo determine the actual fair value for both company's stock prices, I rely on the following Discounted Cash Flow [DCF] model, which extends over a forecast period of 5 years with 3 different sets of assumptions ranging from a more conservative to a more optimistic scenario, based on the metrics determining the WACC and the terminal value. As forecasted by the street consensus, Alphabet is anticipated to generate a massive 17.27% Free Cash Flow [FCF] CAGR over the coming 5 years, with its operating and net profitability increasing at respectively 12.73% and 13.80% CAGR, while its revenue is projected to expand at solid 10.98%, above the expected growth in the relevant industries.Author, using data from S&P Capital IQThe valuation takes into account a tighter monetary policy, which will undeniably be a reality in many economies worldwide in the coming years and lead to a higher weighted average cost of capital.AuthorI compute my opinion in terms of likelihood for the three different scenarios, and I, therefore, consider the stock to be significantly undervalued with a weighted average price target with about 54% upside potential at $152.Meta is forecasted to expand slower, with its sales growing at 9.20% CAGR over the next 5 years, and its operating and net profit margins are expected to grow between 8.5% and 8.9%, in terms of FCF the company is anticipated to substantially increase its metric, with 17.61% CAGR through 2026.Author, using data from S&P Capital IQI then consider the same three scenarios affected by the company’s fundamentals and by the exogenous factors.AuthorDespite both stocks seemingly being undervalued, when considering the weighted average price target, the two modelizations suggest that GOOG may offer a higher expected return, while META’s expected performance is seen 50% higher than the latest closing price, or at about $167. Both modelizations emphasize the still substantial expected return, also in the less optimistic scenario.Investors should consider that those forecasts are based on a relatively conservative assumption in terms of perpetual growth rates, higher discount rates, and the recent trend in increased interest rates, which reflects the actual situation and forecast possible scenarios. An inversion of this trend would change this perspective and value the company at a higher price.Outlook and Risk discussionWith both companies having tremendous possibilities to expand their powerful product ecosystem, it’s quite difficult to estimate their relevant total addressable market [TAM], as both peers have shown to be able to significantly grow their business either organically or through strategic acquisitions. Alphabet and Meta own strong brands with Google ranked in the fourth position in Interbrand's Best Global Brands, while Facebook is ranked 17th. Google’s essentially monopolistic position in search engines, its gigantic database with no equal data-harvesting worldwide, and the dominant position in the smartphone industry with Android estimated to hold a share of 72% in the mobile operating systems’ market, while Apple is progressively gaining market shares, are only some of the company’s major strengths. Despite this, with approximately 80% of its revenue originating from income related to advertising, the company’s revenue model is highly exposed to demand fluctuations, and with a recession likely seen coming in major global economies, dropping consumer spending and cuts in expenses on advertising, will likely have a tangible negative effect on the company’s results. Privacy concerns and regulatory pressure, as well as data security, are also possible future threats to Alphabet, Meta, and their peers, as the biggest strength for the companies, the massive data collection, is the most damaging weakness for their users. Among Alphabet’s most promising opportunities I do like to underscore the company’s positioning in terms of Artificial Intelligence [AI], Machine Learning [ML], and cloud-based business, as well as its expansion into the wearable OS market, and the great diversification opportunities the company could access or create through its colossal financial strength.Meta is building a strong product portfolio including WhatsApp, Instagram, Messenger, Oculus, Workplace, Portal, and Calibra to diversify from Facebook and create expanded opportunities in strong secular trends. With over 45% of the world’s population using Facebook or its family products, the company holds an extremely powerful and irreplaceable position. But with approximately 98% of revenue originating from advertising, Meta is even more exposed to demand-driven fluctuations than Alphabet, and since the company is massively investing and focusing its resources on developing its visionary Metaverse, the diversification opportunities are, at least for the moment, seemingly more limited than Alphabet’s. Facebook has been losing popularity after facing backlash over its negligence in protecting the user’s privacy, while negative publicity, allegations of racial basis, or the platform’s inability to control the spread of fake and misleading information, may have cast a shadow on the company’s once brighter outlook. Despite this, Meta faces many opportunities in terms of possible monetization of its platforms through paid services such as news subscriptions, peer-to-peer marketplaces, online dating apps, e-wallets, or the development of other hardware devices, while its existing technologies could also be integrated or connected with a variety of other applications, such as e-commerce, gaming, or expanded into the digital creators' space, or by offering remote-work solutions. In terms of future-oriented secular growth vectors, Meta has extensive expertise in AI and ML, which the company could use to penetrate markets such as the technologies used for autonomous vehicles, where other competitors like Google, Amazon, and Apple are already massively investing.Alphabet is rated with a Strong Buy rating from Seeking Alpha’s Quant Rating since August 25, 2022, and holds the first two positions in the Interactive Media and Services industry through its two share classes.SeekingAlpha.comMeta has instead been qualified as a Hold position since the end of 2021 and is ranked 22 out of 62 in the relevant industry. Both companies are without seen excelling in terms of profitability, while growth and valuation seem to be less favorable factors in the actual uncertain market environment, with Meta also significantly suffering from the negative momentum in its more recent price action.SeekingAlpha.comThe Verdict: Which stock is the better buy?The two analyzed companies are two global leaders in the technology services industry, with their respective strengths and weaknesses, but also offering inherent opportunities with their correlated risks. From an investor's point of view, it’s important to consider the company’s ability to create value for its shareholders, while minimizing the risks. Past performance is not a guarantee for future results, and despite GOOG overall performing significantly better than META in the past few years, the latter is seemingly offering great opportunities ahead, and my rather conservative modelization hints at the significant undervaluation of both stocks. Both companies have strong financials and report high profitability, but Alphabet is seemingly on a better path, as the company reported an overall better trend and is expected to optimize its profitability even further, while also owning a massive idling cash position that offers incredibly many options, and could even further increase the company’s already superior capital allocation efficiency. Meta’s huge bet on the Metaverse may lead to great success, but it also bears a major risk, in times when the company’s great dependency on advertising spending is under pressure. While both companies’ Achilles heel is seemingly their dependency on spending in digital advertising, Meta is more reliant on it than Alphabet, and may also have shown less intention to diversify its revenue streams, when compared to its colossal peers. I consider both companies as being a buy position for long-term oriented investors, but overall in this comparative analysis, I chose Alphabet as my favorite stock pick, for its preeminent opportunities and lower risk profile, while seemingly also offering the greater potential in its stock performance, when considering all three forecasted scenarios.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923462537,"gmtCreate":1670895176730,"gmtModify":1676538455343,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9923462537","repostId":"2291371097","repostType":4,"repost":{"id":"2291371097","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":1670886099,"share":"https://www.laohu8.com/m/news/2291371097?lang=&edition=full","pubTime":"2022-12-13 07:01","market":"us","language":"en","title":"Wall St Rallies With Inflation, Fed on Tap","url":"https://stock-news.laohu8.com/highlight/detail?id=2291371097","media":"Reuters","summary":"* Nov CPI due Tuesday, Fed policy statement set for Wed* Microsoft up on plans to buy LSE stake* Pfi","content":"<html><head></head><body><p>* Nov CPI due Tuesday, Fed policy statement set for Wed</p><p>* Microsoft up on plans to buy LSE stake</p><p>* Pfizer shares higher after drug and vaccine revenue outlook</p><p>* Dow up 1.58%, S&amp;P 500 up 1.43%, Nasdaq up 1.26%</p><p><img src=\"https://static.tigerbbs.com/11040d4e5ffe04703dfb3485f85d7d8a\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Dec 12 (Reuters) - U.S. stock indexes rallied to kick off the trading week on Monday, lifted in part by gains in Microsoft and Pfizer, as investors girded for inflation data on Tuesday and a policy announcement from the Federal Reserve later in the week.</p><p>Microsoft Corp rose 2.89% following the tech giant&#39;s deal to buy a 4% stake in the London Stock Exchange Group, helping to boost each of the three major indexes.</p><p>After strong gains in October and November, the benchmark S&amp;P 500 stumbled out of the gate in December, and suffered its biggest weekly percentage decline in nearly three months as mixed economic data helped fuel recession concerns.</p><p>Consumer inflation data will be closely monitored on Tuesday, and is expected to show prices increased by 7.3% in November on an annual basis, slowing from the 7.7% rise in the previous month, while the &#34;core&#34; reading which excludes food and energy is expected to show a 6.1% increase from the 6.3% in the prior month.</p><p>&#34;The market is pricing in a 6-handle on the CPI tomorrow versus the 7.3% that is expected, and if it has a 6-handle on it, then that would be reason enough to get all excited, at least short-term,&#34; said Ken Polcari, managing partner at Kace Capital Advisors in Boca Raton, Florida.</p><p>&#34;The other thing is they are once again expecting Jay Powell to come out and have a dovish tone, which would be a huge mistake. Jay Powell needs to stop giving anyone the inclination they are softening up or they are being dovish.&#34;</p><p>The Dow Jones Industrial Average rose 528.58 points, or 1.58%, to 34,005.04, the S&amp;P 500 gained 56.18 points, or 1.43%, to 3,990.56 and the Nasdaq Composite added 139.12 points, or 1.26%, to 11,143.74.</p><p>The rally marked the biggest one-day percentage gain for each of the three major indexes since Nov. 30, and each of the 11 major S&amp;P sectors ended the session in positive territory.</p><p>Pfizer shares gained 0.85% after the drugmaker gave revenue forecasts from vaccines across its portfolio.</p><p>A cooler than expected inflation report would help support the belief the aggressive policy actions taken by the Fed this year to slow the economy are taking hold. The central bank is widely expected to hike by 50 basis points on Wednesday, which would mark a step down from the hikes of 75 basis points in the last four meetings.</p><p>Equities were weaker on Friday after a reading of producer prices for November was more than expected, even though it did show the trend was moderating.</p><p>Fears the Fed will make a policy mistake and tilt the economy into a recession have weighed heavily on Wall Street this year, with the S&amp;P 500 down about 16% and on track for its first yearly drop since 2018 and largest percentage drop since 2008.</p><p>Rivian Automotive Inc slumped 6.16% after the company paused its partnership discussions with Mercedes-Benz Vans on electric van production in Europe.</p><p>Biotech firm Horizon Therapeutics Plc surged 15.49% following a buyout offer from Amgen Inc, while <a href=\"https://laohu8.com/S/COUP\">Coupa Software Inc</a> soared 26.67% after agreeing to sell itself to private equity firm Thoma Bravo LLC.</p><p>Weber Inc climbed 23.23% after the outdoor cooking firm agreed to be taken private by controlling shareholder BDT Capital Partners LLC.</p><p>Volume on U.S. exchanges was 10.35 billion shares, compared with the 10.49 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.67-to-1 ratio; on Nasdaq, a 1.43-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 2 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 73 new highs and 264 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>Wall St Rallies With Inflation, Fed on Tap</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\">\nWall St Rallies With Inflation, Fed on Tap\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\">2022-12-13 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Nov CPI due Tuesday, Fed policy statement set for Wed</p><p>* Microsoft up on plans to buy LSE stake</p><p>* Pfizer shares higher after drug and vaccine revenue outlook</p><p>* Dow up 1.58%, S&amp;P 500 up 1.43%, Nasdaq up 1.26%</p><p><img src=\"https://static.tigerbbs.com/11040d4e5ffe04703dfb3485f85d7d8a\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Dec 12 (Reuters) - U.S. stock indexes rallied to kick off the trading week on Monday, lifted in part by gains in Microsoft and Pfizer, as investors girded for inflation data on Tuesday and a policy announcement from the Federal Reserve later in the week.</p><p>Microsoft Corp rose 2.89% following the tech giant&#39;s deal to buy a 4% stake in the London Stock Exchange Group, helping to boost each of the three major indexes.</p><p>After strong gains in October and November, the benchmark S&amp;P 500 stumbled out of the gate in December, and suffered its biggest weekly percentage decline in nearly three months as mixed economic data helped fuel recession concerns.</p><p>Consumer inflation data will be closely monitored on Tuesday, and is expected to show prices increased by 7.3% in November on an annual basis, slowing from the 7.7% rise in the previous month, while the &#34;core&#34; reading which excludes food and energy is expected to show a 6.1% increase from the 6.3% in the prior month.</p><p>&#34;The market is pricing in a 6-handle on the CPI tomorrow versus the 7.3% that is expected, and if it has a 6-handle on it, then that would be reason enough to get all excited, at least short-term,&#34; said Ken Polcari, managing partner at Kace Capital Advisors in Boca Raton, Florida.</p><p>&#34;The other thing is they are once again expecting Jay Powell to come out and have a dovish tone, which would be a huge mistake. Jay Powell needs to stop giving anyone the inclination they are softening up or they are being dovish.&#34;</p><p>The Dow Jones Industrial Average rose 528.58 points, or 1.58%, to 34,005.04, the S&amp;P 500 gained 56.18 points, or 1.43%, to 3,990.56 and the Nasdaq Composite added 139.12 points, or 1.26%, to 11,143.74.</p><p>The rally marked the biggest one-day percentage gain for each of the three major indexes since Nov. 30, and each of the 11 major S&amp;P sectors ended the session in positive territory.</p><p>Pfizer shares gained 0.85% after the drugmaker gave revenue forecasts from vaccines across its portfolio.</p><p>A cooler than expected inflation report would help support the belief the aggressive policy actions taken by the Fed this year to slow the economy are taking hold. The central bank is widely expected to hike by 50 basis points on Wednesday, which would mark a step down from the hikes of 75 basis points in the last four meetings.</p><p>Equities were weaker on Friday after a reading of producer prices for November was more than expected, even though it did show the trend was moderating.</p><p>Fears the Fed will make a policy mistake and tilt the economy into a recession have weighed heavily on Wall Street this year, with the S&amp;P 500 down about 16% and on track for its first yearly drop since 2018 and largest percentage drop since 2008.</p><p>Rivian Automotive Inc slumped 6.16% after the company paused its partnership discussions with Mercedes-Benz Vans on electric van production in Europe.</p><p>Biotech firm Horizon Therapeutics Plc surged 15.49% following a buyout offer from Amgen Inc, while <a href=\"https://laohu8.com/S/COUP\">Coupa Software Inc</a> soared 26.67% after agreeing to sell itself to private equity firm Thoma Bravo LLC.</p><p>Weber Inc climbed 23.23% after the outdoor cooking firm agreed to be taken private by controlling shareholder BDT Capital Partners LLC.</p><p>Volume on U.S. exchanges was 10.35 billion shares, compared with the 10.49 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.67-to-1 ratio; on Nasdaq, a 1.43-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 2 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 73 new highs and 264 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","RIVN":"Rivian Automotive, Inc.",".IXIC":"NASDAQ Composite","PFE":"辉瑞","WEBR":"Weber Inc.","MSFT":"微软","HZNP":"Horizon Pharma",".SPX":"S&P 500 Index","CPNG":"Coupang, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291371097","content_text":"* Nov CPI due Tuesday, Fed policy statement set for Wed* Microsoft up on plans to buy LSE stake* Pfizer shares higher after drug and vaccine revenue outlook* Dow up 1.58%, S&P 500 up 1.43%, Nasdaq up 1.26%NEW YORK, Dec 12 (Reuters) - U.S. stock indexes rallied to kick off the trading week on Monday, lifted in part by gains in Microsoft and Pfizer, as investors girded for inflation data on Tuesday and a policy announcement from the Federal Reserve later in the week.Microsoft Corp rose 2.89% following the tech giant's deal to buy a 4% stake in the London Stock Exchange Group, helping to boost each of the three major indexes.After strong gains in October and November, the benchmark S&P 500 stumbled out of the gate in December, and suffered its biggest weekly percentage decline in nearly three months as mixed economic data helped fuel recession concerns.Consumer inflation data will be closely monitored on Tuesday, and is expected to show prices increased by 7.3% in November on an annual basis, slowing from the 7.7% rise in the previous month, while the \"core\" reading which excludes food and energy is expected to show a 6.1% increase from the 6.3% in the prior month.\"The market is pricing in a 6-handle on the CPI tomorrow versus the 7.3% that is expected, and if it has a 6-handle on it, then that would be reason enough to get all excited, at least short-term,\" said Ken Polcari, managing partner at Kace Capital Advisors in Boca Raton, Florida.\"The other thing is they are once again expecting Jay Powell to come out and have a dovish tone, which would be a huge mistake. Jay Powell needs to stop giving anyone the inclination they are softening up or they are being dovish.\"The Dow Jones Industrial Average rose 528.58 points, or 1.58%, to 34,005.04, the S&P 500 gained 56.18 points, or 1.43%, to 3,990.56 and the Nasdaq Composite added 139.12 points, or 1.26%, to 11,143.74.The rally marked the biggest one-day percentage gain for each of the three major indexes since Nov. 30, and each of the 11 major S&P sectors ended the session in positive territory.Pfizer shares gained 0.85% after the drugmaker gave revenue forecasts from vaccines across its portfolio.A cooler than expected inflation report would help support the belief the aggressive policy actions taken by the Fed this year to slow the economy are taking hold. The central bank is widely expected to hike by 50 basis points on Wednesday, which would mark a step down from the hikes of 75 basis points in the last four meetings.Equities were weaker on Friday after a reading of producer prices for November was more than expected, even though it did show the trend was moderating.Fears the Fed will make a policy mistake and tilt the economy into a recession have weighed heavily on Wall Street this year, with the S&P 500 down about 16% and on track for its first yearly drop since 2018 and largest percentage drop since 2008.Rivian Automotive Inc slumped 6.16% after the company paused its partnership discussions with Mercedes-Benz Vans on electric van production in Europe.Biotech firm Horizon Therapeutics Plc surged 15.49% following a buyout offer from Amgen Inc, while Coupa Software Inc soared 26.67% after agreeing to sell itself to private equity firm Thoma Bravo LLC.Weber Inc climbed 23.23% after the outdoor cooking firm agreed to be taken private by controlling shareholder BDT Capital Partners LLC.Volume on U.S. exchanges was 10.35 billion shares, compared with the 10.49 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 1.67-to-1 ratio; on Nasdaq, a 1.43-to-1 ratio favored advancers.The S&P 500 posted 2 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 73 new highs and 264 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987603907,"gmtCreate":1667877591609,"gmtModify":1676537978430,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987603907","repostId":"2281293584","repostType":4,"repost":{"id":"2281293584","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":1667861741,"share":"https://www.laohu8.com/m/news/2281293584?lang=&edition=full","pubTime":"2022-11-08 06:55","market":"us","language":"en","title":"U.S. Stocks End Higher, Meta Jumps As Investors Eye Midterms","url":"https://stock-news.laohu8.com/highlight/detail?id=2281293584","media":"Reuters","summary":"* Meta Platforms rallies after report of job cuts* Apple slips as COVID-19 curbs crimp iPhone produc","content":"<html><head></head><body><p>* <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> rallies after report of job cuts</p><p>* Apple slips as COVID-19 curbs crimp iPhone production in China</p><p>* Indexes close: S&amp;P 500 +0.96%, Nasdaq +0.85%, Dow +1.31%</p><p>Nov 7 (Reuters) - Wall Street ended sharply higher Monday as investors focused on Tuesday&#39;s midterm elections that will determine control of Congress, while shares of Meta Platforms jumped on a report of job cuts at the Facebook parent.</p><p>Republicans are favored to win a majority in the House of Representatives in the elections, with the Senate rated a toss-up by nonpartisan forecasters. Republicans could use a majority in either chamber to hinder Democratic President Joe Biden&#39;s agenda.</p><p>&#34;The likelihood that the Republicans take the House or the Senate is pretty high, therefore guaranteeing some form of gridlock over the next couple of years. That would probably take tax hikes off the table, and any sort of big spending potentially perceived as inflationary off the table,&#34; said Ross Mayfield, an investment strategy analyst at Baird.</p><p>Meta Platforms Inc jumped over 6% following a report that the company was planning to begin large-scale layoffs this week. The stock has slumped more than 70% so far this year.</p><p>Recently beaten-down shares of Microsoft and Google-parent Alphabet each rallied more than 2% and contributed heavily to the S&amp;P 500&#39;s gain for the session.</p><p>Focus this week will also be on U.S. consumer prices data for October, due out on Thursday, for clues about how much the U.S. Federal Reserve&#39;s rapid interest rate hikes are helping cool down the economy.</p><p>Four Fed policymakers on Friday indicated they wouldconsidera smaller rate hike at their next policy meeting, despite new data showing another month of robust job gains and only small signs of progress in lowering inflation.</p><p>Traders are divided about whether the Fed will raise interest rates by 50 basis points or 75 basis points at the U.S. central bank&#39;s meeting in December.</p><p>&#34;All else equal, whether the terminal rate sits at 4.5%, 5% or beyond, monetary policy is poised to have a negative effect on the economy heading into 2023,&#34; Glenmede&#39;s investment strategists wrote in a note on Monday.</p><p>Unofficially, the S&amp;P 500 climbed 0.96% to end the session at 3,806.90 points.</p><p>The Nasdaq gained 0.85% to 10,564.52 points, while the Dow Jones Industrial Average rose 1.31% to 32,827.00 points.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/236177611a855db9994492b2f046233f\" tg-width=\"900\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>S&amp;P 500 by market cap</span></p><p>Of the 11 S&amp;P 500 sector indexes, eight rose, led by communication services which was up 1.83%, followed by a 1.73% gain in energy.</p><p>All the three major U.S. indexes have slumped this year, with the tech-heavy Nasdaq down 33% due to worries that aggressive monetary policy tightening could cripple the U.S. economy.</p><p>Digital World Acquisition Corp surged 66% after former U.S. President Donald Trump hinted at another White House bid. The blank-check firm has agreed to take social-media startup Trump Media &amp; Technology Group Corp public.</p><p>Walgreens Boots Alliance Inc gained 4.1% after VillageMD, a primary care provider backed by the pharmacy chain, said it will acquire Summit Health in a deal valued at nearly $9 billion.</p><p>Advancing issues outnumbered falling ones within the S&amp;P 500 by a 2.8-to-one ratio.</p><p>The S&amp;P 500 posted 18 new highs and 15 new lows; the Nasdaq recorded 93 new highs and 221 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 10.5 billion shares traded, compared to an average of 11.8 billion shares over the previous 20 sessions.</p><p><img src=\"https://static.tigerbbs.com/90f10a1303702a952d66d20327425492\" tg-width=\"1080\" tg-height=\"1920\" 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>U.S. Stocks End Higher, Meta Jumps As Investors Eye Midterms</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks End Higher, Meta Jumps As Investors Eye Midterms\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\">2022-11-08 06:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> rallies after report of job cuts</p><p>* Apple slips as COVID-19 curbs crimp iPhone production in China</p><p>* Indexes close: S&amp;P 500 +0.96%, Nasdaq +0.85%, Dow +1.31%</p><p>Nov 7 (Reuters) - Wall Street ended sharply higher Monday as investors focused on Tuesday&#39;s midterm elections that will determine control of Congress, while shares of Meta Platforms jumped on a report of job cuts at the Facebook parent.</p><p>Republicans are favored to win a majority in the House of Representatives in the elections, with the Senate rated a toss-up by nonpartisan forecasters. Republicans could use a majority in either chamber to hinder Democratic President Joe Biden&#39;s agenda.</p><p>&#34;The likelihood that the Republicans take the House or the Senate is pretty high, therefore guaranteeing some form of gridlock over the next couple of years. That would probably take tax hikes off the table, and any sort of big spending potentially perceived as inflationary off the table,&#34; said Ross Mayfield, an investment strategy analyst at Baird.</p><p>Meta Platforms Inc jumped over 6% following a report that the company was planning to begin large-scale layoffs this week. The stock has slumped more than 70% so far this year.</p><p>Recently beaten-down shares of Microsoft and Google-parent Alphabet each rallied more than 2% and contributed heavily to the S&amp;P 500&#39;s gain for the session.</p><p>Focus this week will also be on U.S. consumer prices data for October, due out on Thursday, for clues about how much the U.S. Federal Reserve&#39;s rapid interest rate hikes are helping cool down the economy.</p><p>Four Fed policymakers on Friday indicated they wouldconsidera smaller rate hike at their next policy meeting, despite new data showing another month of robust job gains and only small signs of progress in lowering inflation.</p><p>Traders are divided about whether the Fed will raise interest rates by 50 basis points or 75 basis points at the U.S. central bank&#39;s meeting in December.</p><p>&#34;All else equal, whether the terminal rate sits at 4.5%, 5% or beyond, monetary policy is poised to have a negative effect on the economy heading into 2023,&#34; Glenmede&#39;s investment strategists wrote in a note on Monday.</p><p>Unofficially, the S&amp;P 500 climbed 0.96% to end the session at 3,806.90 points.</p><p>The Nasdaq gained 0.85% to 10,564.52 points, while the Dow Jones Industrial Average rose 1.31% to 32,827.00 points.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/236177611a855db9994492b2f046233f\" tg-width=\"900\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>S&amp;P 500 by market cap</span></p><p>Of the 11 S&amp;P 500 sector indexes, eight rose, led by communication services which was up 1.83%, followed by a 1.73% gain in energy.</p><p>All the three major U.S. indexes have slumped this year, with the tech-heavy Nasdaq down 33% due to worries that aggressive monetary policy tightening could cripple the U.S. economy.</p><p>Digital World Acquisition Corp surged 66% after former U.S. President Donald Trump hinted at another White House bid. The blank-check firm has agreed to take social-media startup Trump Media &amp; Technology Group Corp public.</p><p>Walgreens Boots Alliance Inc gained 4.1% after VillageMD, a primary care provider backed by the pharmacy chain, said it will acquire Summit Health in a deal valued at nearly $9 billion.</p><p>Advancing issues outnumbered falling ones within the S&amp;P 500 by a 2.8-to-one ratio.</p><p>The S&amp;P 500 posted 18 new highs and 15 new lows; the Nasdaq recorded 93 new highs and 221 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 10.5 billion shares traded, compared to an average of 11.8 billion shares over the previous 20 sessions.</p><p><img src=\"https://static.tigerbbs.com/90f10a1303702a952d66d20327425492\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","AAPL":"苹果","MSFT":"微软","WBA":"沃尔格林联合博姿",".SPX":"S&P 500 Index","GOOGL":"谷歌A","META":"Meta Platforms",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281293584","content_text":"* Meta Platforms rallies after report of job cuts* Apple slips as COVID-19 curbs crimp iPhone production in China* Indexes close: S&P 500 +0.96%, Nasdaq +0.85%, Dow +1.31%Nov 7 (Reuters) - Wall Street ended sharply higher Monday as investors focused on Tuesday's midterm elections that will determine control of Congress, while shares of Meta Platforms jumped on a report of job cuts at the Facebook parent.Republicans are favored to win a majority in the House of Representatives in the elections, with the Senate rated a toss-up by nonpartisan forecasters. Republicans could use a majority in either chamber to hinder Democratic President Joe Biden's agenda.\"The likelihood that the Republicans take the House or the Senate is pretty high, therefore guaranteeing some form of gridlock over the next couple of years. That would probably take tax hikes off the table, and any sort of big spending potentially perceived as inflationary off the table,\" said Ross Mayfield, an investment strategy analyst at Baird.Meta Platforms Inc jumped over 6% following a report that the company was planning to begin large-scale layoffs this week. The stock has slumped more than 70% so far this year.Recently beaten-down shares of Microsoft and Google-parent Alphabet each rallied more than 2% and contributed heavily to the S&P 500's gain for the session.Focus this week will also be on U.S. consumer prices data for October, due out on Thursday, for clues about how much the U.S. Federal Reserve's rapid interest rate hikes are helping cool down the economy.Four Fed policymakers on Friday indicated they wouldconsidera smaller rate hike at their next policy meeting, despite new data showing another month of robust job gains and only small signs of progress in lowering inflation.Traders are divided about whether the Fed will raise interest rates by 50 basis points or 75 basis points at the U.S. central bank's meeting in December.\"All else equal, whether the terminal rate sits at 4.5%, 5% or beyond, monetary policy is poised to have a negative effect on the economy heading into 2023,\" Glenmede's investment strategists wrote in a note on Monday.Unofficially, the S&P 500 climbed 0.96% to end the session at 3,806.90 points.The Nasdaq gained 0.85% to 10,564.52 points, while the Dow Jones Industrial Average rose 1.31% to 32,827.00 points.S&P 500 by market capOf the 11 S&P 500 sector indexes, eight rose, led by communication services which was up 1.83%, followed by a 1.73% gain in energy.All the three major U.S. indexes have slumped this year, with the tech-heavy Nasdaq down 33% due to worries that aggressive monetary policy tightening could cripple the U.S. economy.Digital World Acquisition Corp surged 66% after former U.S. President Donald Trump hinted at another White House bid. The blank-check firm has agreed to take social-media startup Trump Media & Technology Group Corp public.Walgreens Boots Alliance Inc gained 4.1% after VillageMD, a primary care provider backed by the pharmacy chain, said it will acquire Summit Health in a deal valued at nearly $9 billion.Advancing issues outnumbered falling ones within the S&P 500 by a 2.8-to-one ratio.The S&P 500 posted 18 new highs and 15 new lows; the Nasdaq recorded 93 new highs and 221 new lows.Volume on U.S. exchanges was relatively light, with 10.5 billion shares traded, compared to an average of 11.8 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929187026,"gmtCreate":1670627693365,"gmtModify":1676538406340,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9929187026","repostId":"2290253511","repostType":4,"repost":{"id":"2290253511","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":1670626997,"share":"https://www.laohu8.com/m/news/2290253511?lang=&edition=full","pubTime":"2022-12-10 07:03","market":"us","language":"en","title":"Wall Street Ends Lower As Investors Digest Economic Data","url":"https://stock-news.laohu8.com/highlight/detail?id=2290253511","media":"Reuters","summary":"*U.S. producer prices increase in November*Consumer sentiment improves in December*Lululemon tumbles after downbeat forecast*Indexes close: S&P 500 -0.73%, Nasdaq -0.70%, Dow -0.90%Dec 9 (Reuters) - W","content":"<html><head></head><body><p>* U.S. producer prices increase in November</p><p>* Consumer sentiment improves in December</p><p>* Lululemon tumbles after downbeat forecast</p><p>* Indexes close: S&amp;P 500 -0.73%, Nasdaq -0.70%, Dow -0.90%</p><p>Dec 9 (Reuters) - Wall Street ended lower on Friday as investors assessed economic data and awaited a potential 50-basis point interest rate hike by the U.S. Federal Reserve at its policy meeting next week, while apparel company Lululemon slumped following a disappointing profit forecast.</p><p>U.S. producer prices rose slightly more than expected in November amid a jump in the costs of services, but the trend is moderating, with annual inflation at the factory gate posting its smallest increase in 1-1/2 years, data showed.</p><p>&#34;Today&#39;s data shows that inflation is coming down, but it&#39;s lingering and is stickier than most assume,&#34; said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan.</p><p>However, in December, consumer sentiment improved, while inflation expectations eased to a 15-month low, a University of Michigan survey showed.</p><p>Futures trades suggest a 77% chance the Fed will raise interest rates by 50 basis points next week, with a 23% chance of a 75-basis point hike, with those odds little changed after Friday&#39;s economic data.</p><p>Consumer prices data for November, due Tuesday, will provide fresh clues on the central bank&#39;s monetary tightening plans.</p><p>Lululemon Athletica Inc tumbled almost 13% after the Canadian athletic apparel maker forecast lower-than-expected holiday-quarter revenue and profit.</p><p>Netflix Inc gained 3.1% after Wells Fargo upgraded the video streaming giant to &#34;overweight&#34; from &#34;equal weight&#34;.</p><p>The S&amp;P 500 declined 0.73% to end the session at 3,934.38 points.</p><p>The Nasdaq declined 0.70% to 11,004.62 points, while Dow Jones Industrial Average declined 0.90% to 33,476.46 points.</p><p>Of the 11 S&amp;P 500 sector indexes, 10 declined, led lower by energy, down 2.33%, followed by a 1.28% loss in health care   .</p><p>The energy index recorded a seventh straight session of losses, its longest losing streak since December 2018, as oil prices looked set for weekly losses on recession concerns.</p><p>Wall Street&#39;s main indexes have fallen this week after logging two straight weekly gains. Weighing heavily on investors are fears of a potential recession next year due to extended the central bank&#39;s rate hikes.</p><p>For the week, the S&amp;P 500 dropped 3.4%, the Dow lost 2.8% and the Nasdaq shed 4%.</p><p>U.S. stocks ended a recent run of losses on Thursday after data showed initial jobless claims rose modestly last week.</p><p>Broadcom Inc jumped 2.6% after the chipmaker forecast current-quarter revenue above Wall Street estimates.</p><p>Boeing Co climbed 0.3% after Reuters report the plane maker plans to announce a deal with United Airlines    for orders of 787 Dreamliner next week.</p><p>Declining stocks outnumbered rising ones within the S&amp;P 500 by a 3.3-to-one ratio.</p><p>The S&amp;P 500 posted 5 new highs and 1 new lows; the Nasdaq recorded 54 new highs and 213 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 9.9 billion shares traded, compared to an average of 10.9 billion shares over the previous 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>Wall Street Ends Lower As Investors Digest Economic Data</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nWall Street Ends Lower As Investors Digest Economic 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\">2022-12-10 07:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. producer prices increase in November</p><p>* Consumer sentiment improves in December</p><p>* Lululemon tumbles after downbeat forecast</p><p>* Indexes close: S&amp;P 500 -0.73%, Nasdaq -0.70%, Dow -0.90%</p><p>Dec 9 (Reuters) - Wall Street ended lower on Friday as investors assessed economic data and awaited a potential 50-basis point interest rate hike by the U.S. Federal Reserve at its policy meeting next week, while apparel company Lululemon slumped following a disappointing profit forecast.</p><p>U.S. producer prices rose slightly more than expected in November amid a jump in the costs of services, but the trend is moderating, with annual inflation at the factory gate posting its smallest increase in 1-1/2 years, data showed.</p><p>&#34;Today&#39;s data shows that inflation is coming down, but it&#39;s lingering and is stickier than most assume,&#34; said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan.</p><p>However, in December, consumer sentiment improved, while inflation expectations eased to a 15-month low, a University of Michigan survey showed.</p><p>Futures trades suggest a 77% chance the Fed will raise interest rates by 50 basis points next week, with a 23% chance of a 75-basis point hike, with those odds little changed after Friday&#39;s economic data.</p><p>Consumer prices data for November, due Tuesday, will provide fresh clues on the central bank&#39;s monetary tightening plans.</p><p>Lululemon Athletica Inc tumbled almost 13% after the Canadian athletic apparel maker forecast lower-than-expected holiday-quarter revenue and profit.</p><p>Netflix Inc gained 3.1% after Wells Fargo upgraded the video streaming giant to &#34;overweight&#34; from &#34;equal weight&#34;.</p><p>The S&amp;P 500 declined 0.73% to end the session at 3,934.38 points.</p><p>The Nasdaq declined 0.70% to 11,004.62 points, while Dow Jones Industrial Average declined 0.90% to 33,476.46 points.</p><p>Of the 11 S&amp;P 500 sector indexes, 10 declined, led lower by energy, down 2.33%, followed by a 1.28% loss in health care   .</p><p>The energy index recorded a seventh straight session of losses, its longest losing streak since December 2018, as oil prices looked set for weekly losses on recession concerns.</p><p>Wall Street&#39;s main indexes have fallen this week after logging two straight weekly gains. Weighing heavily on investors are fears of a potential recession next year due to extended the central bank&#39;s rate hikes.</p><p>For the week, the S&amp;P 500 dropped 3.4%, the Dow lost 2.8% and the Nasdaq shed 4%.</p><p>U.S. stocks ended a recent run of losses on Thursday after data showed initial jobless claims rose modestly last week.</p><p>Broadcom Inc jumped 2.6% after the chipmaker forecast current-quarter revenue above Wall Street estimates.</p><p>Boeing Co climbed 0.3% after Reuters report the plane maker plans to announce a deal with United Airlines    for orders of 787 Dreamliner next week.</p><p>Declining stocks outnumbered rising ones within the S&amp;P 500 by a 3.3-to-one ratio.</p><p>The S&amp;P 500 posted 5 new highs and 1 new lows; the Nasdaq recorded 54 new highs and 213 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 9.9 billion shares traded, compared to an average of 10.9 billion shares over the previous 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通",".IXIC":"NASDAQ Composite","NFLX":"奈飞",".SPX":"S&P 500 Index","LULU":"lululemon athletica","BA":"波音",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290253511","content_text":"* U.S. producer prices increase in November* Consumer sentiment improves in December* Lululemon tumbles after downbeat forecast* Indexes close: S&P 500 -0.73%, Nasdaq -0.70%, Dow -0.90%Dec 9 (Reuters) - Wall Street ended lower on Friday as investors assessed economic data and awaited a potential 50-basis point interest rate hike by the U.S. Federal Reserve at its policy meeting next week, while apparel company Lululemon slumped following a disappointing profit forecast.U.S. producer prices rose slightly more than expected in November amid a jump in the costs of services, but the trend is moderating, with annual inflation at the factory gate posting its smallest increase in 1-1/2 years, data showed.\"Today's data shows that inflation is coming down, but it's lingering and is stickier than most assume,\" said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan.However, in December, consumer sentiment improved, while inflation expectations eased to a 15-month low, a University of Michigan survey showed.Futures trades suggest a 77% chance the Fed will raise interest rates by 50 basis points next week, with a 23% chance of a 75-basis point hike, with those odds little changed after Friday's economic data.Consumer prices data for November, due Tuesday, will provide fresh clues on the central bank's monetary tightening plans.Lululemon Athletica Inc tumbled almost 13% after the Canadian athletic apparel maker forecast lower-than-expected holiday-quarter revenue and profit.Netflix Inc gained 3.1% after Wells Fargo upgraded the video streaming giant to \"overweight\" from \"equal weight\".The S&P 500 declined 0.73% to end the session at 3,934.38 points.The Nasdaq declined 0.70% to 11,004.62 points, while Dow Jones Industrial Average declined 0.90% to 33,476.46 points.Of the 11 S&P 500 sector indexes, 10 declined, led lower by energy, down 2.33%, followed by a 1.28% loss in health care   .The energy index recorded a seventh straight session of losses, its longest losing streak since December 2018, as oil prices looked set for weekly losses on recession concerns.Wall Street's main indexes have fallen this week after logging two straight weekly gains. Weighing heavily on investors are fears of a potential recession next year due to extended the central bank's rate hikes.For the week, the S&P 500 dropped 3.4%, the Dow lost 2.8% and the Nasdaq shed 4%.U.S. stocks ended a recent run of losses on Thursday after data showed initial jobless claims rose modestly last week.Broadcom Inc jumped 2.6% after the chipmaker forecast current-quarter revenue above Wall Street estimates.Boeing Co climbed 0.3% after Reuters report the plane maker plans to announce a deal with United Airlines    for orders of 787 Dreamliner next week.Declining stocks outnumbered rising ones within the S&P 500 by a 3.3-to-one ratio.The S&P 500 posted 5 new highs and 1 new lows; the Nasdaq recorded 54 new highs and 213 new lows.Volume on U.S. exchanges was relatively light, with 9.9 billion shares traded, compared to an average of 10.9 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963005043,"gmtCreate":1668550917083,"gmtModify":1676538072740,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9963005043","repostId":"2283292775","repostType":4,"repost":{"id":"2283292775","pubTimestamp":1668524093,"share":"https://www.laohu8.com/m/news/2283292775?lang=&edition=full","pubTime":"2022-11-15 22:54","market":"us","language":"en","title":"Munger Says Crypto Is Rife With Fraud and Delusion and Praises Tesla's Success a \"Minor Miracle\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2283292775","media":"Markets Insider","summary":"Charlie Munger ripped into cryptocurrencies, saying fraud and delusion are common in the industry.Regulators overlooked crypto's risks and should have banned it, Warren Buffett's business partner said","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/13425b7e77780d08e60f445f8b3d4596\" tg-width=\"700\" tg-height=\"350\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><ul><li>Charlie Munger ripped into cryptocurrencies, saying fraud and delusion are common in the industry.</li><li>Regulators overlooked crypto&#39;s risks and should have banned it, Warren Buffett&#39;s business partner said.</li><li>Munger also contrasted the Fed with the Bank of Japan, and praised Elon Musk and Tesla.</li></ul><p>Warren Buffett&#39;s business partner has torn into cryptocurrencies once again, declaring the space is rife with fraud and delusion, and regulators have dropped the ball by not outlawing bitcoin and other digital assets.</p><p>Charlie Munger, a billionaire investor and the vice-chairman of Buffett&#39;s Berkshire Hathaway, also suggested the Federal Reserve is far less aggressive than the Bank of Japan. Moreover, he underscored Tesla&#39;s unlikely success and praised Elon Musk.</p><p>Here&#39;s what Munger told CNBC in an interview aired on Tuesday. He spoke days after Sam Bankman-Fried&#39;s digital-asset exchange, FTX, filed for bankruptcy:</p><p>&#34;It&#39;s partly fraud and partly delusion — that&#39;s a bad combination,&#34; Munger said about the crypto industry. &#34;People think this is a real asset, it&#39;s not a real asset,&#34; he added about the coins themselves.</p><p>The 98-year-old investor bemoaned the growing acceptance of crypto by Wall Street banks and hedge funds, and suggested financiers are far too eager to buy into the latest fad.</p><p>&#34;It pains me that in my own country I see people that once were regarded as very reputable people helping these things exist,&#34; he said. &#34;There are people who think that you&#39;ve got to be on every deal that&#39;s hot.&#34;</p><p>Munger added that it&#39;s &#34;crazy&#34; and &#34;demented&#34; to think someone can mint a new token that can turn a 12-year-old into a billion are overnight.</p><p>Buffett&#39;s right-hand man also suggested the novelty of crypto has meant regulators have failed to grasp its dangers. He criticized authorities for not banning crypto early on.</p><p>&#34;The danger flags are wagging so clearly,&#34; he said. &#34;None of this stuff should ever have been allowed.&#34;</p><p>Munger has previously compared crypto to a &#34;venereal disease&#34; and an &#34;open sewer,&#34; and said he wouldn&#39;t want someone in the space to marry into his family.</p><h2>The Fed, Elon Musk, and Tesla</h2><p>The world needs competent central banks, but the Fed is a &#34;mouse that hardly tries to do anything&#34; compared to the Bank of Japan, Munger said.</p><p>&#34;If we get in the kind of trouble Japan was in, of course we&#39;ll do the same damn thing,&#34; he said. The Japanese central bank has cut interest rates below zero in an effort to shore up economic growth in recent years.</p><p>On another note, Munger said he was surprised by Tesla&#39;s outsized success, and felt far more positively about Elon Musk&#39;s company than he does about bitcoin.</p><p>&#34;Tesla has made some real contributions to civilization,&#34; he said. &#34;Elon Musk has done some good things that other people couldn&#39;t do.&#34;</p><p>&#34;We haven&#39;t had a successful new auto company in a long, long time,&#34; Munger added. &#34;What Tesla has done in the car business is a minor miracle.&#34;</p><h2>US-China ties</h2><p>Munger underscored the value of a friendly US-China relationship, arguing America shouldn&#39;t be so threatened by the rise of the world power.</p><p>US purchases of Chinese imports helped the country grow and contributed to pulling over a billion people out of poverty, he said. A warm relationship between the two countries should be mutually beneficial, and the US should focus on keeping things friendly and striking win-win deals instead of fearing China&#39;s progress, he continued.</p><p>&#34;Why should a great civilization like ours care if a new civilization rises?&#34; Munger asked. &#34;It&#39;s always a mistake to envy people who are doing well.&#34;</p></body></html>","source":"marketsinsider","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>Munger Says Crypto Is Rife With Fraud and Delusion and Praises Tesla's Success a \"Minor Miracle\"</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\">\nMunger Says Crypto Is Rife With Fraud and Delusion and Praises Tesla's Success a \"Minor Miracle\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-15 22:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/currencies/charlie-munger-warren-buffett-crypto-ftx-sbf-regulation-musk-fed-2022-11><strong>Markets Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Charlie Munger ripped into cryptocurrencies, saying fraud and delusion are common in the industry.Regulators overlooked crypto's risks and should have banned it, Warren Buffett's business partner said...</p>\n\n<a href=\"https://markets.businessinsider.com/news/currencies/charlie-munger-warren-buffett-crypto-ftx-sbf-regulation-musk-fed-2022-11\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4581":"高盛持仓","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","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4548":"巴美列捷福持仓","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU2063271972.USD":"富兰克林创新领域基金","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","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","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4527":"明星科技股","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4550":"红杉资本持仓","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4574":"无人驾驶","BK4551":"寇图资本持仓"},"source_url":"https://markets.businessinsider.com/news/currencies/charlie-munger-warren-buffett-crypto-ftx-sbf-regulation-musk-fed-2022-11","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283292775","content_text":"Charlie Munger ripped into cryptocurrencies, saying fraud and delusion are common in the industry.Regulators overlooked crypto's risks and should have banned it, Warren Buffett's business partner said.Munger also contrasted the Fed with the Bank of Japan, and praised Elon Musk and Tesla.Warren Buffett's business partner has torn into cryptocurrencies once again, declaring the space is rife with fraud and delusion, and regulators have dropped the ball by not outlawing bitcoin and other digital assets.Charlie Munger, a billionaire investor and the vice-chairman of Buffett's Berkshire Hathaway, also suggested the Federal Reserve is far less aggressive than the Bank of Japan. Moreover, he underscored Tesla's unlikely success and praised Elon Musk.Here's what Munger told CNBC in an interview aired on Tuesday. He spoke days after Sam Bankman-Fried's digital-asset exchange, FTX, filed for bankruptcy:\"It's partly fraud and partly delusion — that's a bad combination,\" Munger said about the crypto industry. \"People think this is a real asset, it's not a real asset,\" he added about the coins themselves.The 98-year-old investor bemoaned the growing acceptance of crypto by Wall Street banks and hedge funds, and suggested financiers are far too eager to buy into the latest fad.\"It pains me that in my own country I see people that once were regarded as very reputable people helping these things exist,\" he said. \"There are people who think that you've got to be on every deal that's hot.\"Munger added that it's \"crazy\" and \"demented\" to think someone can mint a new token that can turn a 12-year-old into a billion are overnight.Buffett's right-hand man also suggested the novelty of crypto has meant regulators have failed to grasp its dangers. He criticized authorities for not banning crypto early on.\"The danger flags are wagging so clearly,\" he said. \"None of this stuff should ever have been allowed.\"Munger has previously compared crypto to a \"venereal disease\" and an \"open sewer,\" and said he wouldn't want someone in the space to marry into his family.The Fed, Elon Musk, and TeslaThe world needs competent central banks, but the Fed is a \"mouse that hardly tries to do anything\" compared to the Bank of Japan, Munger said.\"If we get in the kind of trouble Japan was in, of course we'll do the same damn thing,\" he said. The Japanese central bank has cut interest rates below zero in an effort to shore up economic growth in recent years.On another note, Munger said he was surprised by Tesla's outsized success, and felt far more positively about Elon Musk's company than he does about bitcoin.\"Tesla has made some real contributions to civilization,\" he said. \"Elon Musk has done some good things that other people couldn't do.\"\"We haven't had a successful new auto company in a long, long time,\" Munger added. \"What Tesla has done in the car business is a minor miracle.\"US-China tiesMunger underscored the value of a friendly US-China relationship, arguing America shouldn't be so threatened by the rise of the world power.US purchases of Chinese imports helped the country grow and contributed to pulling over a billion people out of poverty, he said. A warm relationship between the two countries should be mutually beneficial, and the US should focus on keeping things friendly and striking win-win deals instead of fearing China's progress, he continued.\"Why should a great civilization like ours care if a new civilization rises?\" Munger asked. \"It's always a mistake to envy people who are doing well.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969814298,"gmtCreate":1668399031915,"gmtModify":1676538050520,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9969814298","repostId":"2283144175","repostType":4,"repost":{"id":"2283144175","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":1668383535,"share":"https://www.laohu8.com/m/news/2283144175?lang=&edition=full","pubTime":"2022-11-14 07:52","market":"other","language":"en","title":"At Least $1 Billion of Client Funds Missing at Failed Crypto Firm FTX","url":"https://stock-news.laohu8.com/highlight/detail?id=2283144175","media":"Reuters","summary":"FTX founder Bankman-Fried secretly moved $10 billion in funds to trading firm Alameda - sourcesBankm","content":"<html><head></head><body><ul><li>FTX founder Bankman-Fried secretly moved $10 billion in funds to trading firm Alameda - sources</li><li>Bankman-Fried showed spreadsheets to colleagues that revealed shift in funds to Alameda - sources</li><li>Spreadsheets indicated between $1 billion and $2 billion in client money is unaccounted for – sources</li><li>Executives set up book-keeping &#34;back door&#34; that thwarted red flags - sources</li><li>Whereabouts of missing funds is unknown - sources</li></ul><p>(Reuters) - At least $1 billion of customer funds have vanished from collapsed crypto exchange FTX, according to two people familiar with the matter.</p><p>The exchange&#39;s founder Sam Bankman-Fried secretly transferred $10 billion of customer funds from FTX to Bankman-Fried&#39;s trading company Alameda Research, the people told Reuters.</p><p>A large portion of that total has since disappeared, they said. One source put the missing amount at about $1.7 billion. The other said the gap was between $1 billion and $2 billion.</p><p>While it is known that FTX moved customer funds to Alameda, the missing funds are reported here for the first time.</p><p>The financial hole was revealed in records that Bankman-Fried shared with other senior executives last Sunday, according to the two sources. The records provided an up-to-date account of the situation at the time, they said. Both sources held senior FTX positions until this week and said they were briefed on the company&#39;s finances by top staff.</p><p>Bahamas-based FTX filed for bankruptcy on Friday after a rush of customer withdrawals earlier this week. A rescue deal with rival exchange Binance fell through, precipitating crypto’s highest-profile collapse in recent years.</p><p>In text messages to Reuters, Bankman-Fried said he &#34;disagreed with the characterization&#34; of the $10 billion transfer.</p><p>&#34;We didn&#39;t secretly transfer,&#34; he said. &#34;We had confusing internal labeling and misread it,&#34; he added, without elaborating.</p><p>Asked about the missing funds, Bankman-Fried responded: &#34;???&#34;</p><p>FTX and Alameda did not respond to requests for comment.</p><p>In a tweet on Friday, Bankman-Fried said he was &#34;piecing together&#34; what had happened at FTX. &#34;I was shocked to see things unravel the way they did earlier this week,&#34; he wrote. &#34;I will, soon, write up a more complete post on the play by play.&#34;</p><p>At the heart of FTX&#39;s problems were losses at Alameda that most FTX executives did not know about, Reuters has previously reported.</p><p>Customer withdrawals had surged last Sunday after Changpeng Zhao, CEO of giant crypto exchange Binance, said Binance would sell its entire stake in FTX&#39;s digital token, worth at least $580 million, &#34;due to recent revelations.&#34; Four days before, news outlet CoinDesk reported that much of Alameda&#39;s $14.6 billion in assets were held in the token.</p><p>That Sunday, Bankman-Fried held a meeting with several executives in the Bahamas capital Nassau to calculate how much outside funding he needed to cover FTX&#39;s shortfall, the two people with knowledge of FTX&#39;s finances said.</p><p>Bankman-Fried confirmed to Reuters that the meeting took place.</p><p>Bankman-Fried showed several spreadsheets to the heads of the company&#39;s regulatory and legal teams that revealed FTX had moved around $10 billion in client funds from FTX to Alameda, the two people said. The spreadsheets displayed how much money FTX loaned to Alameda and what it was used for, they said.</p><p>The documents showed that between $1 billion and $2 billion of these funds were not accounted for among Alameda&#39;s assets, the sources said. The spreadsheets did not indicate where this money was moved, and the sources said they don&#39;t know what became of it.</p><p>In a subsequent examination, FTX legal and finance teams also learned that Bankman-Fried implemented what the two people described as a &#34;backdoor&#34; in FTX&#39;s book-keeping system, which was built using bespoke software.</p><p>They said the &#34;backdoor&#34; allowed Bankman-Fried to execute commands that could alter the company&#39;s financial records without alerting other people, including external auditors. This set-up meant that the movement of the $10 billion in funds to Alameda did not trigger internal compliance or accounting red flags at FTX, they said.</p><p>In his text message to Reuters, Bankman-Fried denied implementing a &#34;backdoor&#34;.</p><p>The U.S. Securities and Exchange Commission is investigating FTX.com&#39;s handling of customer funds, as well its crypto-lending activities, a source with knowledge of the inquiry told Reuters on Wednesday. The Department of Justice and the Commodity Futures Trading Commission are also investigating, the source said.</p><p>FTX&#39;s bankruptcy marked a stunning reversal for Bankman-Fried. The 30-year-old had set up FTX in 2019 and led it to become <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest crypto exchanges, accumulating a personal fortune estimated at nearly $17 billion. FTX was valued in January at $32 billion, with investors including SoftBank and BlackRock.</p><p>The crisis has sent reverberations through the crypto world, with the price of major coins plummeting. And FTX&#39;s collapse is drawing comparisons to earlier major business meltdowns.</p><p>On Friday, FTX said it had turned over control of the company to John J. Ray III, the restructuring specialist who handled the liquidation of Enron Corp – one of the largest bankruptcies in history.</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>At Least $1 Billion of Client Funds Missing at Failed Crypto Firm FTX</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\">\nAt Least $1 Billion of Client Funds Missing at Failed Crypto Firm FTX\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\">2022-11-14 07:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>FTX founder Bankman-Fried secretly moved $10 billion in funds to trading firm Alameda - sources</li><li>Bankman-Fried showed spreadsheets to colleagues that revealed shift in funds to Alameda - sources</li><li>Spreadsheets indicated between $1 billion and $2 billion in client money is unaccounted for – sources</li><li>Executives set up book-keeping &#34;back door&#34; that thwarted red flags - sources</li><li>Whereabouts of missing funds is unknown - sources</li></ul><p>(Reuters) - At least $1 billion of customer funds have vanished from collapsed crypto exchange FTX, according to two people familiar with the matter.</p><p>The exchange&#39;s founder Sam Bankman-Fried secretly transferred $10 billion of customer funds from FTX to Bankman-Fried&#39;s trading company Alameda Research, the people told Reuters.</p><p>A large portion of that total has since disappeared, they said. One source put the missing amount at about $1.7 billion. The other said the gap was between $1 billion and $2 billion.</p><p>While it is known that FTX moved customer funds to Alameda, the missing funds are reported here for the first time.</p><p>The financial hole was revealed in records that Bankman-Fried shared with other senior executives last Sunday, according to the two sources. The records provided an up-to-date account of the situation at the time, they said. Both sources held senior FTX positions until this week and said they were briefed on the company&#39;s finances by top staff.</p><p>Bahamas-based FTX filed for bankruptcy on Friday after a rush of customer withdrawals earlier this week. A rescue deal with rival exchange Binance fell through, precipitating crypto’s highest-profile collapse in recent years.</p><p>In text messages to Reuters, Bankman-Fried said he &#34;disagreed with the characterization&#34; of the $10 billion transfer.</p><p>&#34;We didn&#39;t secretly transfer,&#34; he said. &#34;We had confusing internal labeling and misread it,&#34; he added, without elaborating.</p><p>Asked about the missing funds, Bankman-Fried responded: &#34;???&#34;</p><p>FTX and Alameda did not respond to requests for comment.</p><p>In a tweet on Friday, Bankman-Fried said he was &#34;piecing together&#34; what had happened at FTX. &#34;I was shocked to see things unravel the way they did earlier this week,&#34; he wrote. &#34;I will, soon, write up a more complete post on the play by play.&#34;</p><p>At the heart of FTX&#39;s problems were losses at Alameda that most FTX executives did not know about, Reuters has previously reported.</p><p>Customer withdrawals had surged last Sunday after Changpeng Zhao, CEO of giant crypto exchange Binance, said Binance would sell its entire stake in FTX&#39;s digital token, worth at least $580 million, &#34;due to recent revelations.&#34; Four days before, news outlet CoinDesk reported that much of Alameda&#39;s $14.6 billion in assets were held in the token.</p><p>That Sunday, Bankman-Fried held a meeting with several executives in the Bahamas capital Nassau to calculate how much outside funding he needed to cover FTX&#39;s shortfall, the two people with knowledge of FTX&#39;s finances said.</p><p>Bankman-Fried confirmed to Reuters that the meeting took place.</p><p>Bankman-Fried showed several spreadsheets to the heads of the company&#39;s regulatory and legal teams that revealed FTX had moved around $10 billion in client funds from FTX to Alameda, the two people said. The spreadsheets displayed how much money FTX loaned to Alameda and what it was used for, they said.</p><p>The documents showed that between $1 billion and $2 billion of these funds were not accounted for among Alameda&#39;s assets, the sources said. The spreadsheets did not indicate where this money was moved, and the sources said they don&#39;t know what became of it.</p><p>In a subsequent examination, FTX legal and finance teams also learned that Bankman-Fried implemented what the two people described as a &#34;backdoor&#34; in FTX&#39;s book-keeping system, which was built using bespoke software.</p><p>They said the &#34;backdoor&#34; allowed Bankman-Fried to execute commands that could alter the company&#39;s financial records without alerting other people, including external auditors. This set-up meant that the movement of the $10 billion in funds to Alameda did not trigger internal compliance or accounting red flags at FTX, they said.</p><p>In his text message to Reuters, Bankman-Fried denied implementing a &#34;backdoor&#34;.</p><p>The U.S. Securities and Exchange Commission is investigating FTX.com&#39;s handling of customer funds, as well its crypto-lending activities, a source with knowledge of the inquiry told Reuters on Wednesday. The Department of Justice and the Commodity Futures Trading Commission are also investigating, the source said.</p><p>FTX&#39;s bankruptcy marked a stunning reversal for Bankman-Fried. The 30-year-old had set up FTX in 2019 and led it to become <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest crypto exchanges, accumulating a personal fortune estimated at nearly $17 billion. FTX was valued in January at $32 billion, with investors including SoftBank and BlackRock.</p><p>The crisis has sent reverberations through the crypto world, with the price of major coins plummeting. And FTX&#39;s collapse is drawing comparisons to earlier major business meltdowns.</p><p>On Friday, FTX said it had turned over control of the company to John J. Ray III, the restructuring specialist who handled the liquidation of Enron Corp – one of the largest bankruptcies in history.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283144175","content_text":"FTX founder Bankman-Fried secretly moved $10 billion in funds to trading firm Alameda - sourcesBankman-Fried showed spreadsheets to colleagues that revealed shift in funds to Alameda - sourcesSpreadsheets indicated between $1 billion and $2 billion in client money is unaccounted for – sourcesExecutives set up book-keeping \"back door\" that thwarted red flags - sourcesWhereabouts of missing funds is unknown - sources(Reuters) - At least $1 billion of customer funds have vanished from collapsed crypto exchange FTX, according to two people familiar with the matter.The exchange's founder Sam Bankman-Fried secretly transferred $10 billion of customer funds from FTX to Bankman-Fried's trading company Alameda Research, the people told Reuters.A large portion of that total has since disappeared, they said. One source put the missing amount at about $1.7 billion. The other said the gap was between $1 billion and $2 billion.While it is known that FTX moved customer funds to Alameda, the missing funds are reported here for the first time.The financial hole was revealed in records that Bankman-Fried shared with other senior executives last Sunday, according to the two sources. The records provided an up-to-date account of the situation at the time, they said. Both sources held senior FTX positions until this week and said they were briefed on the company's finances by top staff.Bahamas-based FTX filed for bankruptcy on Friday after a rush of customer withdrawals earlier this week. A rescue deal with rival exchange Binance fell through, precipitating crypto’s highest-profile collapse in recent years.In text messages to Reuters, Bankman-Fried said he \"disagreed with the characterization\" of the $10 billion transfer.\"We didn't secretly transfer,\" he said. \"We had confusing internal labeling and misread it,\" he added, without elaborating.Asked about the missing funds, Bankman-Fried responded: \"???\"FTX and Alameda did not respond to requests for comment.In a tweet on Friday, Bankman-Fried said he was \"piecing together\" what had happened at FTX. \"I was shocked to see things unravel the way they did earlier this week,\" he wrote. \"I will, soon, write up a more complete post on the play by play.\"At the heart of FTX's problems were losses at Alameda that most FTX executives did not know about, Reuters has previously reported.Customer withdrawals had surged last Sunday after Changpeng Zhao, CEO of giant crypto exchange Binance, said Binance would sell its entire stake in FTX's digital token, worth at least $580 million, \"due to recent revelations.\" Four days before, news outlet CoinDesk reported that much of Alameda's $14.6 billion in assets were held in the token.That Sunday, Bankman-Fried held a meeting with several executives in the Bahamas capital Nassau to calculate how much outside funding he needed to cover FTX's shortfall, the two people with knowledge of FTX's finances said.Bankman-Fried confirmed to Reuters that the meeting took place.Bankman-Fried showed several spreadsheets to the heads of the company's regulatory and legal teams that revealed FTX had moved around $10 billion in client funds from FTX to Alameda, the two people said. The spreadsheets displayed how much money FTX loaned to Alameda and what it was used for, they said.The documents showed that between $1 billion and $2 billion of these funds were not accounted for among Alameda's assets, the sources said. The spreadsheets did not indicate where this money was moved, and the sources said they don't know what became of it.In a subsequent examination, FTX legal and finance teams also learned that Bankman-Fried implemented what the two people described as a \"backdoor\" in FTX's book-keeping system, which was built using bespoke software.They said the \"backdoor\" allowed Bankman-Fried to execute commands that could alter the company's financial records without alerting other people, including external auditors. This set-up meant that the movement of the $10 billion in funds to Alameda did not trigger internal compliance or accounting red flags at FTX, they said.In his text message to Reuters, Bankman-Fried denied implementing a \"backdoor\".The U.S. Securities and Exchange Commission is investigating FTX.com's handling of customer funds, as well its crypto-lending activities, a source with knowledge of the inquiry told Reuters on Wednesday. The Department of Justice and the Commodity Futures Trading Commission are also investigating, the source said.FTX's bankruptcy marked a stunning reversal for Bankman-Fried. The 30-year-old had set up FTX in 2019 and led it to become one of the largest crypto exchanges, accumulating a personal fortune estimated at nearly $17 billion. FTX was valued in January at $32 billion, with investors including SoftBank and BlackRock.The crisis has sent reverberations through the crypto world, with the price of major coins plummeting. And FTX's collapse is drawing comparisons to earlier major business meltdowns.On Friday, FTX said it had turned over control of the company to John J. Ray III, the restructuring specialist who handled the liquidation of Enron Corp – one of the largest bankruptcies in history.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931681199,"gmtCreate":1662447778311,"gmtModify":1676537062353,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9931681199","repostId":"1160238156","repostType":4,"repost":{"id":"1160238156","pubTimestamp":1662435793,"share":"https://www.laohu8.com/m/news/1160238156?lang=&edition=full","pubTime":"2022-09-06 11:43","market":"us","language":"en","title":"Which Pandemic Loser is Best-Positioned for a Rebound?","url":"https://stock-news.laohu8.com/highlight/detail?id=1160238156","media":"TipRanks","summary":"Story HighlightsCOVID-era losers can’t seem to catch a break, with a recession likely in the cards f","content":"<div>\n<p>Story HighlightsCOVID-era losers can’t seem to catch a break, with a recession likely in the cards for 2023. Still, valuations are depressed, and conditions don’t seem nearly as dire as they were just...</p>\n\n<a href=\"https://www.tipranks.com/news/article/which-pandemic-loser-is-best-positioned-for-a-rebound\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Which Pandemic Loser is Best-Positioned for a Rebound?</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\">\nWhich Pandemic Loser is Best-Positioned for a Rebound?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-06 11:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/which-pandemic-loser-is-best-positioned-for-a-rebound><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsCOVID-era losers can’t seem to catch a break, with a recession likely in the cards for 2023. Still, valuations are depressed, and conditions don’t seem nearly as dire as they were just...</p>\n\n<a href=\"https://www.tipranks.com/news/article/which-pandemic-loser-is-best-positioned-for-a-rebound\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音","DIS":"迪士尼","DAL":"达美航空"},"source_url":"https://www.tipranks.com/news/article/which-pandemic-loser-is-best-positioned-for-a-rebound","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160238156","content_text":"Story HighlightsCOVID-era losers can’t seem to catch a break, with a recession likely in the cards for 2023. Still, valuations are depressed, and conditions don’t seem nearly as dire as they were just over two years ago. Let’s check in with Wall Street on the three “Strong Buy” names that may be tough to stop despite macro headwinds.In this piece, we used TipRanks’ Comparison Tool to check in on three COVID-era losers — DIS, BA, and DAL — that seem unlikely to be held down for too long, even if a 2023 recession hits. Despite dire circumstances, each name has a “Strong Buy” from Wall Street analysts, with a solid magnitude of year-ahead upside.The COVID-19 pandemic seems to be winding down, even as the less-deadly Omicron variant looks to surge in the fall season. With boosters and other effective protocols, the pandemic may not be able to hold back some of the biggest losers from the coronavirus market crash of 2020.From airlines to cruise lines, many COVID-hit stocks have yet to post a full recovery from their 2020 slides. With a recession likely coming up, many such COVID-hit firms (travel and leisure firms) could face another hit to the chin as demand wanes, not due to public health concerns but financial stress on consumer balance sheets.Indeed, many COVID-hit companies are in desperate need of a break. Still, a lot of such punished firms have been forced to stay on their toes to remain resilient in the face of profound macro challenges. Sure, the light at the end of the tunnel may be a tad farther off as economic storm clouds approach. However, I expect more of the same out of the well-run pandemic-era losers: resilience through trying times.Disney (DIS)Walt Disney has already been through so much, with COVID lockdowns taking away from parks and cruise revenues. Though Disney+ helped Disney make it through one of the worst headwind storms in its history, it did not take long before the video-streaming market came crumbling down in the face of an economic recession.Streaming used to be the cure to a media firm’s growth woes. These days, a capable streaming platform is just another pricy requirement for staying competitive. Though streaming is maturing, it’s still capable of growth. Like with any market, the best players could hog most of the economic profits to be had. In that regard, I view Disney as the new king of the streaming kingdom, with its must-stream trio of Disney+, Hulu, and ESPN+.In the grander scheme of things, Disney’s streaming push is still in its earlier stages. Yet, its growth has been absolutely remarkable. Even if a recession weighs on streaming as a whole, I view Disney as a firm capable of taking share away from incumbents. CEO Bob Chapek knows that content is king, and billions will need to go into content creation to win the streaming wars.Disney’s streaming strategy is sound, and price increases will keep coming as users get “stuck” on new exclusive series. As COVID abates further, I expect parks and cruises to continue gaining traction. There’s still plenty of pent-up demand unmet, in my opinion, and I don’t think a recession will destroy such demand permanently. It’ll merely delay it.Wall Street loves Disney stock, too, with 17 Buys and three Holds assigned in the past three months. The average DIS stock price target of $144 implies nearly 30% upside potential over the year ahead.Boeing (BA)Boeing is a planemaker whose troubles started well before the pandemic wreaked havoc on global air travel. Making aircraft was never supposed to be easy.Recent supply chain woes weighed on the firm’s ability to meet the demand for its newest fuel-efficient planes, including the 737 MAX and 787 Dreamliner. Both aircraft have been hit with their fair share of issues. With many such problems and supply chain issues being ironed out, Boeing can finally begin to deliver for its clients and investors.Recently, Boeing clocked in solid second-quarter results that saw cash flows improve. Deliveries for the 787 are expected to pick up, and the firm no longer seems destined for a crash-landing.Though Boeing has come a long way since the depths of 2020, its stock (currently at $151 and change per share) isn’t much higher from where it spent most of 2020. In any case, I expect clearer skies ahead as management looks to tackle the remainder of its operational issues. Once it can clear the runway, it may prove tough to stop shares from taking off, even if a recession is in the cards for 2023.At just 1.6 times sales, I’d argue there’s a lot to gain by giving the firm the benefit of the doubt. Wall Street analysts seem to agree, with 11 Buys, two Holds, and a price target implying more than 40% upside. Currently, the averageBA stock price forecastis $213.33 per share.Delta Air Lines (DAL)Sticking with the air travel theme, we have Delta, which, like Boeing, is back on the retreat toward 2020 levels. Shares of the major U.S. carrier are off more than 50% from their 2020 pre-pandemic high. With the stock on the retreat since its relief rally peaked in early 2021, the stock seems to be a no-fly for many investors.The airlines are capital-intensive businesses that struggled through COVID lockdowns. As air travel demand gradually comes back online, Delta will be in a spot to take to the skies again. However, in the meantime, the coming storm of macro headwinds seems to be outside of management’s control.When a recession hits, travel demand tends to slip. Labor shortages, higher costs from inflation, and reduced capacity could also act as a lingering thorn in the side of the airline as it looks to move past its multi-year funk.If it’s not the high cost of jet fuel, it’s a demand-weighing recession that’s of concern for Delta. Though revenues could turn lower in 2023, I think the stock is getting too cheap to ignore at 0.5 times sales.Wall Street loves Delta, as analysts have rated the company as a strong buy with 10 Buys and one Hold. In addition, the average DAL stock price target of $47.15 equates to a potential gain of 52.4%.Conclusion – Wall Street Expects the Most from DeltaDisney, Boeing, and Delta are COVID losers that are marked down ahead of a recession. Despite yet another setback, I believe each firm is so battered that it may not take much to send them back into rally mode. Of the three stocks, Wall Street expects the most from Delta. Personally, I’m a fan of Boeing because it’s basically a member of a duopoly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010419217,"gmtCreate":1648444844778,"gmtModify":1676534338639,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010419217","repostId":"2222885292","repostType":4,"repost":{"id":"2222885292","pubTimestamp":1648420879,"share":"https://www.laohu8.com/m/news/2222885292?lang=&edition=full","pubTime":"2022-03-28 06:41","market":"us","language":"en","title":"March Jobs Report, PCE Inflation, Consumer Confidence: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2222885292","media":"Yahoo Finance","summary":"The March jobs report takes center stage this week. The Labor Department’s monthly snapshot of U.S. ","content":"<html><head></head><body><p>The March jobs report takes center stage this week. The Labor Department’s monthly snapshot of U.S. employment will be closely watched by market participants and will carry special weight as Federal Reserve officials appear to signal more hawkishness in the central bank’s rate-hiking plans. Meanwhile, Core PCE, the Fed’s preferred inflation gauge, is also due out Wednesday and will offer further clues on how aggressive the next interest rate bump could be.</p><p>Despite a streak of seesaw action, markets have mostly fared well since the Fed raised interest rates by 25 basis points on March 16 in the first hike since 2018. The Dow Jones Industrial Average, Nasdaq Composite, and S&amp;P 500 each registered their second straight week of gains on Friday to close at one-month highs.</p><p>Still, questions remain around the central bank’s path forward and investors are watching closely to see whether the ramp up in short-term rates that is underway will blunt the market’s gains.</p><p>The latest jobs report due out Friday comes as traders are braced for the likelihood that Fed officials may lean into higher borrowing costs more aggressively than anticipated after recent remarks from Fed Chair Jerome Powell indicating “ongoing rate increases will be appropriate” to lower inflation readings. If Friday’s employment data shows a tighter-than-ever labor market, policymakers could be even more inclined to move ahead with a 50-basis point hike.</p><p>“The payroll jobs report could be the biggest one yet in this recovery from the pandemic,” FWDBONDS chief economist Christopher Rupkey said in a recent note. “Federal Reserve officials are already chomping at the bit for bigger 50 bps rate hikes at upcoming meetings, and the tightest labor market since the 1960s is like pouring gasoline on the fire where any policy official worth his or her salt is burning with desire to get interest rates up to 2% neutral levels now.”</p><p>All things suggest a jaw-dropping jobs report. Last week, U.S. jobless claims notched the lowest level since September 1969 at 187,000 filings. Moreover, the most recent employment report blew past what economists had estimated, posting a stunning 687,000 jobs added or created during the month of February. The March report is expected to show another robust reading with payrolls likely to rise by 490,000, according to Bloomberg economist estimates.</p><p>This labor market tightness has strongly informed the Fed’s decision to rein in monetary policy, with economic momentum suggesting to officials that the U.S. economy could weather less accommodative financial conditions.</p><p>“The Federal Reserve has a dual mandate to promote employment and stable prices,” Bankrate senior industry analyst Ted Rossman said in a note. “The strong labor market is leading the Fed to focus squarely on combating the high inflation rate. Fed Chair Jerome Powell recently hinted at a more aggressive pace of rate hikes, and this report fits that narrative since inflation is a much bigger concern than unemployment right now.”</p><p>While an improving labor market is good for U.S. households, widespread job openings have made room for significant leverage for workers, driving wage gains higher and further elevating inflationary pressures.</p><p>To add to that, Bank of America pointed out that amid the labor market recovery is a higher level of job openings for any given unemployment rate than compared to prior history. As a result, the short-run inflation neutral unemployment rate (NAIRU) may be higher than longer-run estimates, implying more sustained wage and price pressures in the near-term, according to the bank.</p><p>The Labor Department&#39;s JOLTs (Job Openings and Labor Turnover Summary) for February will be released Tuesday with analysts, according to Bloomberg consensus, expecting vacancies of 11 million, similar to January&#39;s results.</p><p>“The pandemic labor market has seen an extraordinary outward shift in the Beveridge curve (the relationship between unemployment and the job vacancy rate), suggesting difficulty in matching workers to jobs,” BofA economists said in a recent note. “This mismatch may reflect surging goods spending and hence a shortage of workers in the hottest part of the economy.”</p><h2><b>Fed&#39;s measure of inflation</b></h2><p>Also on the inflation front, the Bureau of Economic Analysis is scheduled to release a fresh read on its monthly personal consumption expenditures (PCE) deflator this Thursday. The measure is another gauge of how quickly prices are increasing across the country. Consensus economists expect the PCE to post a rise of another 0.6% in February, according to Bloomberg data, This would mark the 15th consecutive monthly increase and bring the index up by 6.4% on a year-over-year basis.</p><p>The core PCE index, which the Fed uses to conduct monetary policy, is also expected to show an increase when the print publishes Wednesday. Consensus economists are looking for a 5.5% increase in core PCE in February, compared to January’s 5.2% rise.</p><p>The Fed&#39;s already arduous task of mitigating inflation without stunting economic growth is further complicated by geopolitical turmoil in Eastern Europe. War in Ukraine and penalizing sanctions against Russia for its invasion of the country have raised uncertainty in recent weeks over the conflict’s toll on the global economic picture and potential spillover consequences for the U.S. Namely, rising oil prices have elevated inflation expectations. WTI crude oil futures snapped a two-week losing streak to round out the week 8.8% higher at $113.90 per barrel as of Friday&#39;s close.</p><p>OPEC+ (Organization of the Petroleum Exporting Countries) is scheduled to hold a virtual meeting on March 31 with Russia and its nine other allies to discuss May production levels. The intergovernmental organization is expected to maintain current production plans, even as crude oil prices trade at a 14-year high.</p><p>“The Fed seems to be the only central bank still focused on increasing its hawkishness” amid higher energy prices and inflation,&#34; Charles Schwab Chief Global Investment Strategist Jeffrey Kleintop told Yahoo Finance Live. “It’s noteworthy.”</p><h2><b>Consumer confidence</b></h2><p>As inflation worries mount, consumers are getting wary about what&#39;s ahead. The Conference Board&#39;s Consumer Confidence Index due for release on Tuesday will show a timely snapshot of their thinking following the latest spike in prices. Economists surveyed by Bloomberg are looking for the index to fall to 107.0 for March following a read of 110.5 last month.</p><p>Last week&#39;s further decline in the University of Michigan&#39;s final consumer sentiment index for March, which fell to 59.4 from a preliminary reading of 59.7 and 62.8 in the prior month, is an indication of consumers&#39; changing attitude about their economic future. The survey saw more consumers report reduced living standards due to rising inflation than any other time except during the two worst recessions in the past 50 years: from March 1979 to April 1981, and from May to October 2008, the University of Michigan said.</p><p>&#34;Usually consumers fret about job opportunities and the lack thereof, but this time, the consumer is in sync with Fed officials that the greatest danger the economy faces is inflation,&#34; Rupkey said in recent commentary. &#34;Consumers continue to spend, but future consumption is very much in doubt as the cost of store bought goods soars ever higher.&#34;</p><p>&#34;We have rarely seen consumers this pessimistic outside of the darkest days of recessions, but the polling indicates the public is more scared about their economic future than they have been in years,&#34; he wrote. &#34;Everyone get out of the way because if the consumer stops, then the economy drops and it will be a miracle if the economy can avoid a shipwreck on the shores of recession.&#34;</p><p>Earnings season has winded down — though the next quarterly read (representing the first three months of 2022) will be underway soon. A few reports are in the queue to trickle in on Friday, with names including <a href=\"https://laohu8.com/S/JEF\">Jefferies Financial </a>, <a href=\"https://laohu8.com/S/CHWY\">Chewy </a>, <a href=\"https://laohu8.com/S/LULU\">Lululemon </a>, and others.</p><p><b>Economic calendar</b></p><p><b>Monday:</b> Advance Goods Trade Balance, February (-$106.3 billion expected, -$107.6 billion during prior month); Wholesale Inventories, month-over-month, February preliminary (1.2% expected, 0.8% during previous month, upwardly revised to 1.0%); Retail Inventories, month-over-month, February (1.4% expected, 4.9% during prior month); Dallas Fed Manufacturing Activity, March (11 expected, 14 during prior month)</p><p><b>Tuesday:</b> FHFA House Pricing Index, month-over-month, January (1.3% expected, 1.2% during prior month); S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20-City Composite, month-over-month, January (1.50% expected, 1.46% during prior month); S&amp;P CoreLogic Case-Shiller 20-City Composite, year-over-year, January (18.55% expected, 18.56% during prior month); S&amp;P CoreLogic Case-Shiller U.S. National Home Price Index, year-over-year, January (18.84% during prior month); Conference Board Consumer Confidence, March (107.0 expected, 110.5 during prior read); Conference Board Present Situation, March (145.1 during prior read); Conference Board Expectations, March (87.5 during prior read); JOLTS job openings, February (11 million expected, 11.26 million during prior month)</p><p><b>Wednesday:</b> MBA Mortgage Applications, week ended March 25 (-8.1% during prior week); ADP Employment Change, March (450,000 expected, 475,000 during prior month); GDP Annualized, quarter-over-quarter, 4Q third (7.0% expected, 7.0% prior); Personal Consumption, quarter-over-quarter, 4Q third (3.1% expected, 3.1% prior); GDP Price Index, quarter-over-quarter, 4Q third (7.1% expected, 7.1% prior); Core PCE, quarter-over-quarter, 4Q third (5.0% expected, 5.0% prior);</p><p><b>Thursday</b>: Challenger Job Cuts, year-over-year, March (-55.9% during prior month); Personal Income, month-over-month, February (0.5% expected, 0.0% during prior month); Personal Spending, month-over-month, February (0.5% expected, 2.1% during prior month); Real Personal Spending, month-over-month, February (-0.2% expected, 1.5% during prior month); PCE deflator, month-over-month, February (0.6% expected, 0.6% during prior month); PCE deflator, year-over-year, February (6.4% expected, 6.1% during prior month); PCE core deflator, month-over-month, February (0.4% expected, 0.5% during prior month); PCE core deflator, year-over-year, February (5.5% expected, 5.2% during prior month); Initial Jobless Claims, week ended March 26 (200,000 expected, 187,000 during prior week); Continuing Claims, week ended March 19 (1.35 million expected, 1.35 million during prior week); MNI Chicago PMI, March (57.0 expected, 56.3 during prior month)</p><p><b>Friday: </b><a href=\"https://laohu8.com/S/TWOA.U\">Two</a>-Month Payroll Net Revision, March (92,000 prior); Change in Nonfarm Payrolls, March (490,000 expected, 678,000 during prior month); Change in Private Payrolls, March (408,000 expected, 444,000 during prior month); Change in Manufacturing Payrolls, January (30,000 expected, 36,000 during prior month); Unemployment Rate, March (3.7% expected, 3.8% during prior month); Average Hourly Earnings, month-over-month, March (0.4% expected, 0.0% during prior month); Average Hourly Earnings, year-over-year, March (5.5% expected, 5.1% prior month); Average Weekly Hours All Employees, March (34.7 expected, 34.7 during prior month); Labor Force Participation Rate, March (62.4% expected, 62.3% during prior month); Underemployment Rate, March (7.2% prior month); S&amp;P Global Manufacturing PMI, March final (58.5 expected, 58.5 during prior month); Construction Spending, month-over-month, February (1.0% expected, 1.3% during prior month); ISM Manufacturing, March (59.0 expected, 58.6 during prior month); ISM Prices Paid, March (80 expected, 75.6 prior month); ISM New Orders, March (61.7 during prior month); ISM Employment, March (52.9 during prior month); WARDS Total Vehicle Sales, March (13.90 million expected, 14.07 million prior month)</p><h3><b>Earnings calendar</b></h3><p><b>Monday</b></p><p>Before market open: <a href=\"https://laohu8.com/S/TPG\">TPG </a></p><p>After market close: <a href=\"https://laohu8.com/S/JEF\">Jefferies Financial </a>, <a href=\"https://laohu8.com/S/PLAY\">Dave &amp; Buster’s Entertainment </a></p><p><b>Tuesday</b></p><p>Before market open: <a href=\"https://laohu8.com/S/MKC\">McCormick </a></p><p>After market close: <a href=\"https://laohu8.com/S/CHWY\">Chewy </a>, <a href=\"https://laohu8.com/S/RH\">RH </a>, <a href=\"https://laohu8.com/S/MU\">Micron Technology </a>, <a href=\"https://laohu8.com/S/LULU\">Lululemon </a></p><p><b>Wednesday</b></p><p>Before market open: <a href=\"https://laohu8.com/S/FIVE\">Five Below</a></p><p>After market close: <i>No notable reports scheduled for release</i></p><p><b>Thursday</b></p><p>Before market open: <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> (WBA)</p><p>After market close: <a href=\"https://laohu8.com/S/BB\">Blackberry </a></p><p><b>Friday</b></p><p>No notable reports scheduled for release</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>March Jobs Report, PCE Inflation, Consumer Confidence: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nMarch Jobs Report, PCE Inflation, Consumer Confidence: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-28 06:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/march-jobs-report-pce-inflation-fed-hike-watch-what-to-know-this-week-160533408.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The March jobs report takes center stage this week. The Labor Department’s monthly snapshot of U.S. employment will be closely watched by market participants and will carry special weight as Federal ...</p>\n\n<a href=\"https://finance.yahoo.com/news/march-jobs-report-pce-inflation-fed-hike-watch-what-to-know-this-week-160533408.html\">Web Link</a>\n\n</div>\n\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)","BK4575":"芯片概念","BK4566":"资本集团","BB":"黑莓","SPY.AU":"SPDR® S&P 500® ETF Trust","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4141":"半导体产品","CHWY":"Chewy, Inc.","RH":"Restoration Hardware Holdings","BK4122":"互联网与直销零售","FIVE":"Five Below","BK4561":"索罗斯持仓","BK4547":"WSB热门概念","LULU":"lululemon athletica","BK4097":"系统软件","TPG":"TPG, Inc.","BK4581":"高盛持仓","BK4135":"资产管理与托管银行","BK4504":"桥水持仓","SPY":"标普500ETF","BK4512":"苹果概念","BK4209":"餐馆","BK4200":"专卖店","MU":"美光科技","BK4202":"服装、服饰与奢侈品","BK4548":"巴美列捷福持仓","JEF":"杰富瑞","BK4127":"投资银行业与经纪业","WBA":"沃尔格林联合博姿","MKC":"味好美","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","PLAY":"Dave & Buster","BK4212":"包装食品与肉类","BK4178":"家庭装饰零售","QQQ":"纳指100ETF","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4128":"药品零售"},"source_url":"https://finance.yahoo.com/news/march-jobs-report-pce-inflation-fed-hike-watch-what-to-know-this-week-160533408.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222885292","content_text":"The March jobs report takes center stage this week. The Labor Department’s monthly snapshot of U.S. employment will be closely watched by market participants and will carry special weight as Federal Reserve officials appear to signal more hawkishness in the central bank’s rate-hiking plans. Meanwhile, Core PCE, the Fed’s preferred inflation gauge, is also due out Wednesday and will offer further clues on how aggressive the next interest rate bump could be.Despite a streak of seesaw action, markets have mostly fared well since the Fed raised interest rates by 25 basis points on March 16 in the first hike since 2018. The Dow Jones Industrial Average, Nasdaq Composite, and S&P 500 each registered their second straight week of gains on Friday to close at one-month highs.Still, questions remain around the central bank’s path forward and investors are watching closely to see whether the ramp up in short-term rates that is underway will blunt the market’s gains.The latest jobs report due out Friday comes as traders are braced for the likelihood that Fed officials may lean into higher borrowing costs more aggressively than anticipated after recent remarks from Fed Chair Jerome Powell indicating “ongoing rate increases will be appropriate” to lower inflation readings. If Friday’s employment data shows a tighter-than-ever labor market, policymakers could be even more inclined to move ahead with a 50-basis point hike.“The payroll jobs report could be the biggest one yet in this recovery from the pandemic,” FWDBONDS chief economist Christopher Rupkey said in a recent note. “Federal Reserve officials are already chomping at the bit for bigger 50 bps rate hikes at upcoming meetings, and the tightest labor market since the 1960s is like pouring gasoline on the fire where any policy official worth his or her salt is burning with desire to get interest rates up to 2% neutral levels now.”All things suggest a jaw-dropping jobs report. Last week, U.S. jobless claims notched the lowest level since September 1969 at 187,000 filings. Moreover, the most recent employment report blew past what economists had estimated, posting a stunning 687,000 jobs added or created during the month of February. The March report is expected to show another robust reading with payrolls likely to rise by 490,000, according to Bloomberg economist estimates.This labor market tightness has strongly informed the Fed’s decision to rein in monetary policy, with economic momentum suggesting to officials that the U.S. economy could weather less accommodative financial conditions.“The Federal Reserve has a dual mandate to promote employment and stable prices,” Bankrate senior industry analyst Ted Rossman said in a note. “The strong labor market is leading the Fed to focus squarely on combating the high inflation rate. Fed Chair Jerome Powell recently hinted at a more aggressive pace of rate hikes, and this report fits that narrative since inflation is a much bigger concern than unemployment right now.”While an improving labor market is good for U.S. households, widespread job openings have made room for significant leverage for workers, driving wage gains higher and further elevating inflationary pressures.To add to that, Bank of America pointed out that amid the labor market recovery is a higher level of job openings for any given unemployment rate than compared to prior history. As a result, the short-run inflation neutral unemployment rate (NAIRU) may be higher than longer-run estimates, implying more sustained wage and price pressures in the near-term, according to the bank.The Labor Department's JOLTs (Job Openings and Labor Turnover Summary) for February will be released Tuesday with analysts, according to Bloomberg consensus, expecting vacancies of 11 million, similar to January's results.“The pandemic labor market has seen an extraordinary outward shift in the Beveridge curve (the relationship between unemployment and the job vacancy rate), suggesting difficulty in matching workers to jobs,” BofA economists said in a recent note. “This mismatch may reflect surging goods spending and hence a shortage of workers in the hottest part of the economy.”Fed's measure of inflationAlso on the inflation front, the Bureau of Economic Analysis is scheduled to release a fresh read on its monthly personal consumption expenditures (PCE) deflator this Thursday. The measure is another gauge of how quickly prices are increasing across the country. Consensus economists expect the PCE to post a rise of another 0.6% in February, according to Bloomberg data, This would mark the 15th consecutive monthly increase and bring the index up by 6.4% on a year-over-year basis.The core PCE index, which the Fed uses to conduct monetary policy, is also expected to show an increase when the print publishes Wednesday. Consensus economists are looking for a 5.5% increase in core PCE in February, compared to January’s 5.2% rise.The Fed's already arduous task of mitigating inflation without stunting economic growth is further complicated by geopolitical turmoil in Eastern Europe. War in Ukraine and penalizing sanctions against Russia for its invasion of the country have raised uncertainty in recent weeks over the conflict’s toll on the global economic picture and potential spillover consequences for the U.S. Namely, rising oil prices have elevated inflation expectations. WTI crude oil futures snapped a two-week losing streak to round out the week 8.8% higher at $113.90 per barrel as of Friday's close.OPEC+ (Organization of the Petroleum Exporting Countries) is scheduled to hold a virtual meeting on March 31 with Russia and its nine other allies to discuss May production levels. The intergovernmental organization is expected to maintain current production plans, even as crude oil prices trade at a 14-year high.“The Fed seems to be the only central bank still focused on increasing its hawkishness” amid higher energy prices and inflation,\" Charles Schwab Chief Global Investment Strategist Jeffrey Kleintop told Yahoo Finance Live. “It’s noteworthy.”Consumer confidenceAs inflation worries mount, consumers are getting wary about what's ahead. The Conference Board's Consumer Confidence Index due for release on Tuesday will show a timely snapshot of their thinking following the latest spike in prices. Economists surveyed by Bloomberg are looking for the index to fall to 107.0 for March following a read of 110.5 last month.Last week's further decline in the University of Michigan's final consumer sentiment index for March, which fell to 59.4 from a preliminary reading of 59.7 and 62.8 in the prior month, is an indication of consumers' changing attitude about their economic future. The survey saw more consumers report reduced living standards due to rising inflation than any other time except during the two worst recessions in the past 50 years: from March 1979 to April 1981, and from May to October 2008, the University of Michigan said.\"Usually consumers fret about job opportunities and the lack thereof, but this time, the consumer is in sync with Fed officials that the greatest danger the economy faces is inflation,\" Rupkey said in recent commentary. \"Consumers continue to spend, but future consumption is very much in doubt as the cost of store bought goods soars ever higher.\"\"We have rarely seen consumers this pessimistic outside of the darkest days of recessions, but the polling indicates the public is more scared about their economic future than they have been in years,\" he wrote. \"Everyone get out of the way because if the consumer stops, then the economy drops and it will be a miracle if the economy can avoid a shipwreck on the shores of recession.\"Earnings season has winded down — though the next quarterly read (representing the first three months of 2022) will be underway soon. A few reports are in the queue to trickle in on Friday, with names including Jefferies Financial , Chewy , Lululemon , and others.Economic calendarMonday: Advance Goods Trade Balance, February (-$106.3 billion expected, -$107.6 billion during prior month); Wholesale Inventories, month-over-month, February preliminary (1.2% expected, 0.8% during previous month, upwardly revised to 1.0%); Retail Inventories, month-over-month, February (1.4% expected, 4.9% during prior month); Dallas Fed Manufacturing Activity, March (11 expected, 14 during prior month)Tuesday: FHFA House Pricing Index, month-over-month, January (1.3% expected, 1.2% during prior month); S&P CoreLogic Case-Shiller 20-City Composite, month-over-month, January (1.50% expected, 1.46% during prior month); S&P CoreLogic Case-Shiller 20-City Composite, year-over-year, January (18.55% expected, 18.56% during prior month); S&P CoreLogic Case-Shiller U.S. National Home Price Index, year-over-year, January (18.84% during prior month); Conference Board Consumer Confidence, March (107.0 expected, 110.5 during prior read); Conference Board Present Situation, March (145.1 during prior read); Conference Board Expectations, March (87.5 during prior read); JOLTS job openings, February (11 million expected, 11.26 million during prior month)Wednesday: MBA Mortgage Applications, week ended March 25 (-8.1% during prior week); ADP Employment Change, March (450,000 expected, 475,000 during prior month); GDP Annualized, quarter-over-quarter, 4Q third (7.0% expected, 7.0% prior); Personal Consumption, quarter-over-quarter, 4Q third (3.1% expected, 3.1% prior); GDP Price Index, quarter-over-quarter, 4Q third (7.1% expected, 7.1% prior); Core PCE, quarter-over-quarter, 4Q third (5.0% expected, 5.0% prior);Thursday: Challenger Job Cuts, year-over-year, March (-55.9% during prior month); Personal Income, month-over-month, February (0.5% expected, 0.0% during prior month); Personal Spending, month-over-month, February (0.5% expected, 2.1% during prior month); Real Personal Spending, month-over-month, February (-0.2% expected, 1.5% during prior month); PCE deflator, month-over-month, February (0.6% expected, 0.6% during prior month); PCE deflator, year-over-year, February (6.4% expected, 6.1% during prior month); PCE core deflator, month-over-month, February (0.4% expected, 0.5% during prior month); PCE core deflator, year-over-year, February (5.5% expected, 5.2% during prior month); Initial Jobless Claims, week ended March 26 (200,000 expected, 187,000 during prior week); Continuing Claims, week ended March 19 (1.35 million expected, 1.35 million during prior week); MNI Chicago PMI, March (57.0 expected, 56.3 during prior month)Friday: Two-Month Payroll Net Revision, March (92,000 prior); Change in Nonfarm Payrolls, March (490,000 expected, 678,000 during prior month); Change in Private Payrolls, March (408,000 expected, 444,000 during prior month); Change in Manufacturing Payrolls, January (30,000 expected, 36,000 during prior month); Unemployment Rate, March (3.7% expected, 3.8% during prior month); Average Hourly Earnings, month-over-month, March (0.4% expected, 0.0% during prior month); Average Hourly Earnings, year-over-year, March (5.5% expected, 5.1% prior month); Average Weekly Hours All Employees, March (34.7 expected, 34.7 during prior month); Labor Force Participation Rate, March (62.4% expected, 62.3% during prior month); Underemployment Rate, March (7.2% prior month); S&P Global Manufacturing PMI, March final (58.5 expected, 58.5 during prior month); Construction Spending, month-over-month, February (1.0% expected, 1.3% during prior month); ISM Manufacturing, March (59.0 expected, 58.6 during prior month); ISM Prices Paid, March (80 expected, 75.6 prior month); ISM New Orders, March (61.7 during prior month); ISM Employment, March (52.9 during prior month); WARDS Total Vehicle Sales, March (13.90 million expected, 14.07 million prior month)Earnings calendarMondayBefore market open: TPG After market close: Jefferies Financial , Dave & Buster’s Entertainment TuesdayBefore market open: McCormick After market close: Chewy , RH , Micron Technology , Lululemon WednesdayBefore market open: Five BelowAfter market close: No notable reports scheduled for releaseThursdayBefore market open: Walgreens Boots Alliance (WBA)After market close: Blackberry FridayNo notable reports scheduled for release","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094275941,"gmtCreate":1645164547248,"gmtModify":1676534005193,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094275941","repostId":"1195946210","repostType":4,"repost":{"id":"1195946210","pubTimestamp":1645151754,"share":"https://www.laohu8.com/m/news/1195946210?lang=&edition=full","pubTime":"2022-02-18 10:35","market":"us","language":"en","title":"Palantir: The Great Reset","url":"https://stock-news.laohu8.com/highlight/detail?id=1195946210","media":"Seeking Alpha","summary":"SummaryAfter its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 a","content":"<html><head></head><body><p>Summary</p><ul><li>After its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 at the time of this writing.</li><li>There is a host of reasons why the stock is still expensive.</li><li>Revenue growth at 30% per year through 2025.</li><li>There is some residual value in contracts booked with Palantir that are yet to be delivered that will lead to future revenue.</li><li>Free cash flow positive, and scratching the surface of profitability.</li></ul><p>There is no doubt about it, technology stocks, especially those that are potential game-changing names, are often extremely expensive. For years many of these stocks will lose money but invest heavily in their growth while seeing revenues increase dramatically. Sometimes that growth fades and the company never really transforms the world like it set out to do. Then there are times where for years the company loses money, but the internal metrics improve year after year and growth eventually is so strong profits roll in. Every great tech giant you know started out losing money. Picking winners and losers is easier said than done in the long term, but the key in our opinion is to look at what problems they solve, who their customers are, the growth, and to a lesser degree, valuation. One of the most controversial stocks in the market is Palantir Technologies (PLTR). The stock direct listed in 2020 and took off during the major tech rally into 2021. But in 2021, the stock began to fade, and today is back under $12. Has it come down enough? We think so, for the long-term investor. Even for traders, the potential of a dead cat bounce near-term is highly likely, but in the near-term, the stock is still expensive, even for high growth tech, but is much more reasonable compared to a few months ago. Thecompany just reported earnings, and the growth remains on track. The company is scratching the surface of profitability and is free cash flow positive. Customer count is growing and retention is strong. In short, we believe you can finally start buying here again.</p><p>What goes up doesn&#39;t always come down, but Palantir stock sure did</p><p>Take a look at the chart of Palantir since going live on the stock market in 2020:</p><p><img src=\"https://static.tigerbbs.com/46ca7504520c5dc53ff23d8f5a8d3a83\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BAD BEAT Investing</p><p>As you can see, the stock rocketed to all-time highs in February of 2021 and traded a bit sideways in the 20s for a few months before cratering in the fall and of 2021 into 2022 with the threat of rate hikes decimating the high revenue growth, little to no earnings tech. Palantir fits this bill pretty well. But you can look at the chart of many innovation names that are seeing massive revenue growth but make no money. They all have gotten crushed in the last few months. While Palantir stock has a number of risks, we think you can finally start to buy.</p><p>The play</p><p>Target entry 1: $11.95-$12.15 40% of position</p><p>Target entry 2: $10.80-$11.00 60% of position</p><p>Stop loss: $9</p><p>Target exit: $15</p><p>Options recommendations: With premiums high in this volatile name selling puts is a strong strategy for income and/or defining entry. Consider the March 18th, 2022 $12 puts for $0.80-$0.85 in premium. Call option buying is pricey, but you can consider the August 19th, 2022 $14 strike for $1.60, then $1.20.</p><p>Discussion</p><p>Palantir brings in its revenue under two reporting segments. These are the government and commercial segments. Its commercial revenue stream has grown at a rapid rate over the last year, while government results and the outlook have been a bit mixed. To improve sales, Palantir has expanded its sales team and they have been working to secure new orders. In our opinion, this paid off.</p><p>Performance was strong andahead of consensus estimates. Total revenue grew 34% year-over-year to $433 million, beating estimates by almost $15 million. The commercial revenue continues to grow at a great pace, rising 132% in 2021, and up 47% in Q4 vs last year. While the Government revenues have slowed their growth somewhat, they still rose 26% from last year, and the company added a total of 34 net new customers in the quarter across both segments.</p><p>Now, here is the thing. The company is just barely starting to make money. That means the stock is expensive, like so many other growth tech names. More on that in a moment. While the company lost $59 million, adjusted income from operations was $124 million, while the company is free cash flow positive, seeing $104 million in the quarter. That is a big positive. For the year, adjusted free cash flow was $424 million. We love free cash flow. This is a very big positive. The company squeaked out a $0.02 adjusted EPS result. It is something.</p><p>Now, as for the valuation, it is often best to look at price to sales ratios for high-growth tech. Take a look at Seeking Alpha&#39;sgradeson these measures:</p><p><img src=\"https://static.tigerbbs.com/8f7343d2292c60fa673f2cfd23e2ea66\" tg-width=\"640\" tg-height=\"574\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>A bit laughable really, as all high-growth tech seemingly have &#39;failing&#39; grades, but the metrics are what matters. At 18X sales, the stock is still expensive, factoring in the drop in shares to under $12, and we are still pricey at 15X-16X, but this is much more reasonable compared to when the stock was in the $30s. 90X FWD EPS, well, the company is working to get to being profitable, but we do like the hidden positive of a 1.0X PEG ratio. In terms ofgrowth,these measures look a lot better with 38% FWD revenue growth expected, and 350% levered free cash flow growth going forward. These fundamentals continue to improve for the company.</p><p>Of course, the stock is still not without risk. First, even after the precipitous drop, shares are pricey as we mentioned. The company also could see government slash spending in tough times, though, some would argue that their technology saves the government money. We see the commercials sales growing though a recession could lead to reduced spend on tech companies like Palantir that try and help solve problems for companies.</p><p>Perhaps one of the biggest issues many people have with this company is the unrelenting dilution that has been occurring. Alex Karp addressed this on the conference call:</p><blockquote><i>Thank you. And I really appreciate you, investors. Thanks for investing and the faith you have in us. Okay. So there&#39;s like the simple version, which I think it&#39;s like - so there&#39;s really - there&#39;s stock-based comp and there&#39;s dilution. Dilution thing, that&#39;s a red herring. We&#39;re not issuing a lot of new shares, I think it&#39;s like in the $9 million range. And so it would be a little coy of me to say that&#39;s like no issue, move on.</i></blockquote><blockquote><i>The thing to understand about Palantir and then I want to just take this like, it&#39;s actually not the result of the DPO, it&#39;s the result of the fact that we were completely focused on building product. We had no earthly idea we were going to DPO like right before we did it. And so most companies are quite frankly built so that the - when analysts look at it, the primary customer of most software companies is not the client, it&#39;s the software analyst.</i></blockquote><blockquote><i>So it&#39;s like we, obviously, our primary clients are our clients. which doesn&#39;t mean - and then now we&#39;re thinking about how do we expose the data in a way that people on the outside like you and professional analysts and others can look at the data and get a better sense of what&#39;s tracking, what&#39;s not tracking. But the primary source of a lot of these like questions really comes down to look, we built the company to support the U.S. warfighter primarily and then do - take dual, use it for the glory of humanity, particular humanity in the West. That was our idea. And because our primary client was not what someone had a hedge fund would think, we didn&#39;t actually think of these things from inception. And so now there&#39;s a process of normalization.</i></blockquote><blockquote><i>You&#39;re just going to see that in going forward on these calls just like how do you normalize, how do you provide data that people are going to look at, how do you provide data that people can understand that they&#39;re used to seeing, while simultaneously staying true to what our mission is. It&#39;s like our primary clients are the people we&#39;re serving. We&#39;re in full align with them. And that&#39;s why we survive even with the nascent sales force. You can get things to double, which is in sync.</i></blockquote><blockquote><i>So then you get to stock-based comp, which is like, okay, so - and there&#39;s 2 parts of it. Of course, IRI people kind of don&#39;t want me to do any kind of forward-looking math, but if you&#39;re smart enough to invest in talent, you&#39;re smart enough to figure out. There&#39;s essentially - there&#39;s the - how are we comping people, and there will be a normalization that will get us into a range where you would see in a software company within the next 18 months, latest 2 years. But there&#39;s essentially - and that&#39;s going to take a little time. It is going to happen, because it&#39;s also very much linked to another question, which is how do you actually run the company so it&#39;s profitable someday on a GAAP basis, not stripping out comp. And that was also within eyesight.</i></blockquote><blockquote><i>And those are our goals for Palantir because same reason we have no debt. The same reason we have $2.3 billion on our balance sheet. This is a company built for bad times. Bad times means strong finances internally. And that means at some point, you have to be GAAP profitable. You can&#39;t be GAAP profitable if you&#39;re diluting people or - correctly your stock based comp is totally - is not in conformity with other companies.</i></blockquote><blockquote><i>So you&#39;re seeing a normalization. This will change. It will change in the relatively near future. It will be linked to other things that we believe are important for Palantir like having a company that thrives in bad times. And we are - bad times are very good for Palantir because we build products that are robust, that are built for danger. And then the finances internally are actually built for bad times. And bad times means you have free cash flow, the free cash flow turns into GAAP profit.</i></blockquote><blockquote><i>That means the stock-based comp has to be one that&#39;s aligned with our investors also because that&#39;s basically - it&#39;s part of a little bit longer philosophical narrative, but like if software is the only moat, then value and gross shares have to be re-evaluated in terms of their value, value only exists if you can actually get a tech node, call it, maybe something besides. And growth only exist if you build a company that is where the technology is strong enough, the business fundamentals are strong enough that the free cash flow actually turns into GAAP profitability, and that&#39;s linked to stock return. So this is a priority, both because you care, but also quite frankly, because it is the health of our company, which we care a lot about.&#34;</i></blockquote><p>As you can see, they acknowledge that this is an issue. We also like the mention of getting to GAAP profitability. However, we do encourage you to actually read the full transcript. The call was a bit interesting. There was not a lot of talk about financials and quite a bit of conjecture on the call. A lot of words, and not a lot of substance. This gives us a little bit more risk in addition to what was mentioned above.</p><p>Take home</p><p>Shares have been crushed. But the company operates with no debt and free cash flow. The dilution issue is a major annoyance for shareholders and is a risk factor for valuation. Despite falling to levels not seen since 2020, the stock remains expensive, but nowhere near where it was valued a year ago. With the growth the company is displaying and what appears to be a recognition of the need to get to profitability, we like scaling in here.</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>Palantir: The Great Reset</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\">\nPalantir: The Great Reset\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-18 10:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4487929-palantir-the-great-reset><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAfter its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 at the time of this writing.There is a host of reasons why the stock is still expensive.Revenue ...</p>\n\n<a href=\"https://seekingalpha.com/article/4487929-palantir-the-great-reset\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4487929-palantir-the-great-reset","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195946210","content_text":"SummaryAfter its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 at the time of this writing.There is a host of reasons why the stock is still expensive.Revenue growth at 30% per year through 2025.There is some residual value in contracts booked with Palantir that are yet to be delivered that will lead to future revenue.Free cash flow positive, and scratching the surface of profitability.There is no doubt about it, technology stocks, especially those that are potential game-changing names, are often extremely expensive. For years many of these stocks will lose money but invest heavily in their growth while seeing revenues increase dramatically. Sometimes that growth fades and the company never really transforms the world like it set out to do. Then there are times where for years the company loses money, but the internal metrics improve year after year and growth eventually is so strong profits roll in. Every great tech giant you know started out losing money. Picking winners and losers is easier said than done in the long term, but the key in our opinion is to look at what problems they solve, who their customers are, the growth, and to a lesser degree, valuation. One of the most controversial stocks in the market is Palantir Technologies (PLTR). The stock direct listed in 2020 and took off during the major tech rally into 2021. But in 2021, the stock began to fade, and today is back under $12. Has it come down enough? We think so, for the long-term investor. Even for traders, the potential of a dead cat bounce near-term is highly likely, but in the near-term, the stock is still expensive, even for high growth tech, but is much more reasonable compared to a few months ago. Thecompany just reported earnings, and the growth remains on track. The company is scratching the surface of profitability and is free cash flow positive. Customer count is growing and retention is strong. In short, we believe you can finally start buying here again.What goes up doesn't always come down, but Palantir stock sure didTake a look at the chart of Palantir since going live on the stock market in 2020:BAD BEAT InvestingAs you can see, the stock rocketed to all-time highs in February of 2021 and traded a bit sideways in the 20s for a few months before cratering in the fall and of 2021 into 2022 with the threat of rate hikes decimating the high revenue growth, little to no earnings tech. Palantir fits this bill pretty well. But you can look at the chart of many innovation names that are seeing massive revenue growth but make no money. They all have gotten crushed in the last few months. While Palantir stock has a number of risks, we think you can finally start to buy.The playTarget entry 1: $11.95-$12.15 40% of positionTarget entry 2: $10.80-$11.00 60% of positionStop loss: $9Target exit: $15Options recommendations: With premiums high in this volatile name selling puts is a strong strategy for income and/or defining entry. Consider the March 18th, 2022 $12 puts for $0.80-$0.85 in premium. Call option buying is pricey, but you can consider the August 19th, 2022 $14 strike for $1.60, then $1.20.DiscussionPalantir brings in its revenue under two reporting segments. These are the government and commercial segments. Its commercial revenue stream has grown at a rapid rate over the last year, while government results and the outlook have been a bit mixed. To improve sales, Palantir has expanded its sales team and they have been working to secure new orders. In our opinion, this paid off.Performance was strong andahead of consensus estimates. Total revenue grew 34% year-over-year to $433 million, beating estimates by almost $15 million. The commercial revenue continues to grow at a great pace, rising 132% in 2021, and up 47% in Q4 vs last year. While the Government revenues have slowed their growth somewhat, they still rose 26% from last year, and the company added a total of 34 net new customers in the quarter across both segments.Now, here is the thing. The company is just barely starting to make money. That means the stock is expensive, like so many other growth tech names. More on that in a moment. While the company lost $59 million, adjusted income from operations was $124 million, while the company is free cash flow positive, seeing $104 million in the quarter. That is a big positive. For the year, adjusted free cash flow was $424 million. We love free cash flow. This is a very big positive. The company squeaked out a $0.02 adjusted EPS result. It is something.Now, as for the valuation, it is often best to look at price to sales ratios for high-growth tech. Take a look at Seeking Alpha'sgradeson these measures:Seeking AlphaA bit laughable really, as all high-growth tech seemingly have 'failing' grades, but the metrics are what matters. At 18X sales, the stock is still expensive, factoring in the drop in shares to under $12, and we are still pricey at 15X-16X, but this is much more reasonable compared to when the stock was in the $30s. 90X FWD EPS, well, the company is working to get to being profitable, but we do like the hidden positive of a 1.0X PEG ratio. In terms ofgrowth,these measures look a lot better with 38% FWD revenue growth expected, and 350% levered free cash flow growth going forward. These fundamentals continue to improve for the company.Of course, the stock is still not without risk. First, even after the precipitous drop, shares are pricey as we mentioned. The company also could see government slash spending in tough times, though, some would argue that their technology saves the government money. We see the commercials sales growing though a recession could lead to reduced spend on tech companies like Palantir that try and help solve problems for companies.Perhaps one of the biggest issues many people have with this company is the unrelenting dilution that has been occurring. Alex Karp addressed this on the conference call:Thank you. And I really appreciate you, investors. Thanks for investing and the faith you have in us. Okay. So there's like the simple version, which I think it's like - so there's really - there's stock-based comp and there's dilution. Dilution thing, that's a red herring. We're not issuing a lot of new shares, I think it's like in the $9 million range. And so it would be a little coy of me to say that's like no issue, move on.The thing to understand about Palantir and then I want to just take this like, it's actually not the result of the DPO, it's the result of the fact that we were completely focused on building product. We had no earthly idea we were going to DPO like right before we did it. And so most companies are quite frankly built so that the - when analysts look at it, the primary customer of most software companies is not the client, it's the software analyst.So it's like we, obviously, our primary clients are our clients. which doesn't mean - and then now we're thinking about how do we expose the data in a way that people on the outside like you and professional analysts and others can look at the data and get a better sense of what's tracking, what's not tracking. But the primary source of a lot of these like questions really comes down to look, we built the company to support the U.S. warfighter primarily and then do - take dual, use it for the glory of humanity, particular humanity in the West. That was our idea. And because our primary client was not what someone had a hedge fund would think, we didn't actually think of these things from inception. And so now there's a process of normalization.You're just going to see that in going forward on these calls just like how do you normalize, how do you provide data that people are going to look at, how do you provide data that people can understand that they're used to seeing, while simultaneously staying true to what our mission is. It's like our primary clients are the people we're serving. We're in full align with them. And that's why we survive even with the nascent sales force. You can get things to double, which is in sync.So then you get to stock-based comp, which is like, okay, so - and there's 2 parts of it. Of course, IRI people kind of don't want me to do any kind of forward-looking math, but if you're smart enough to invest in talent, you're smart enough to figure out. There's essentially - there's the - how are we comping people, and there will be a normalization that will get us into a range where you would see in a software company within the next 18 months, latest 2 years. But there's essentially - and that's going to take a little time. It is going to happen, because it's also very much linked to another question, which is how do you actually run the company so it's profitable someday on a GAAP basis, not stripping out comp. And that was also within eyesight.And those are our goals for Palantir because same reason we have no debt. The same reason we have $2.3 billion on our balance sheet. This is a company built for bad times. Bad times means strong finances internally. And that means at some point, you have to be GAAP profitable. You can't be GAAP profitable if you're diluting people or - correctly your stock based comp is totally - is not in conformity with other companies.So you're seeing a normalization. This will change. It will change in the relatively near future. It will be linked to other things that we believe are important for Palantir like having a company that thrives in bad times. And we are - bad times are very good for Palantir because we build products that are robust, that are built for danger. And then the finances internally are actually built for bad times. And bad times means you have free cash flow, the free cash flow turns into GAAP profit.That means the stock-based comp has to be one that's aligned with our investors also because that's basically - it's part of a little bit longer philosophical narrative, but like if software is the only moat, then value and gross shares have to be re-evaluated in terms of their value, value only exists if you can actually get a tech node, call it, maybe something besides. And growth only exist if you build a company that is where the technology is strong enough, the business fundamentals are strong enough that the free cash flow actually turns into GAAP profitability, and that's linked to stock return. So this is a priority, both because you care, but also quite frankly, because it is the health of our company, which we care a lot about.\"As you can see, they acknowledge that this is an issue. We also like the mention of getting to GAAP profitability. However, we do encourage you to actually read the full transcript. The call was a bit interesting. There was not a lot of talk about financials and quite a bit of conjecture on the call. A lot of words, and not a lot of substance. This gives us a little bit more risk in addition to what was mentioned above.Take homeShares have been crushed. But the company operates with no debt and free cash flow. The dilution issue is a major annoyance for shareholders and is a risk factor for valuation. Despite falling to levels not seen since 2020, the stock remains expensive, but nowhere near where it was valued a year ago. With the growth the company is displaying and what appears to be a recognition of the need to get to profitability, we like scaling in here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170236566,"gmtCreate":1626434265755,"gmtModify":1703760083970,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/170236566","repostId":"1184712570","repostType":4,"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927416536,"gmtCreate":1672557241125,"gmtModify":1676538705075,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927416536","repostId":"1113081958","repostType":4,"repost":{"id":"1113081958","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":1672535370,"share":"https://www.laohu8.com/m/news/1113081958?lang=&edition=full","pubTime":"2023-01-01 09:09","market":"us","language":"en","title":"Reminder: U.S. Market Closed for New Year's Day on Monday, Jan. 2, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1113081958","media":"Tiger Newspress","summary":"The New Year has arrived, please take note of the trading hours during the holiday period and make n","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/a3325f9177c7cac9e0526b4554c62cd7\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>The New Year has arrived, please take note of the trading hours during the holiday period and make necessary preparations in advance.</p><p>The U.S. market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Singapore market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Hong Kong market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Australian market will be closed at local time on Monday, Jan. 2, 2023.</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 Closed for New Year's Day on Monday, Jan. 2, 2023</title>\n<style 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}\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 Closed for New Year's Day on Monday, Jan. 2, 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\">2023-01-01 09:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/a3325f9177c7cac9e0526b4554c62cd7\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>The New Year has arrived, please take note of the trading hours during the holiday period and make necessary preparations in advance.</p><p>The U.S. market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Singapore market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Hong Kong market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Australian market will be closed at local time on Monday, Jan. 2, 2023.</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":"1113081958","content_text":"The New Year has arrived, please take note of the trading hours during the holiday period and make necessary preparations in advance.The U.S. market will be closed at local time on Monday, Jan. 2, 2023.The Singapore market will be closed at local time on Monday, Jan. 2, 2023.The Hong Kong market will be closed at local time on Monday, Jan. 2, 2023.The Australian market will be closed at local time on Monday, Jan. 2, 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967720261,"gmtCreate":1670379650653,"gmtModify":1676538356544,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9967720261","repostId":"1112917688","repostType":4,"repost":{"id":"1112917688","pubTimestamp":1670373117,"share":"https://www.laohu8.com/m/news/1112917688?lang=&edition=full","pubTime":"2022-12-07 08:31","market":"us","language":"en","title":"Megacap Earnings to See \"Rude Awakening\" in 2023, Morgan Stanley’s Shalett Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1112917688","media":"Bloomberg","summary":"Shalett says expectations from some big companies ‘delusional’Pinched consumer will fuel economic sl","content":"<html><head></head><body><ul><li>Shalett says expectations from some big companies ‘delusional’</li><li>Pinched consumer will fuel economic slump next year, she adds</li></ul><p>Morgan Stanley Wealth Management’s Lisa Shalett said some of the stock market’s biggest companies may see earnings hit far more than expected next year as economic growth slows and inflation erodes the purchasing power of consumers.</p><p>Such an outlook, she added, is not reflected in current earnings estimates, which remain too high despite multiple downward revisions.</p><p>“A lot of corporate guidance is delusional,” Shalett, the division’s chief investment officer, told Bloomberg TV Tuesday, blaming not only analysts but chief executive officers as well. “I just think it’s going to be a rude awakening for a lot of folks.”</p><p>Shalett said the brunt of the downside surprises will likely be born by e-commerce, social media and other companies whose fortunes are closely tied to swings in the economy, including those selling discretionary consumer goods, rather than the whole of corporate America.</p><p>“It’s more the specific slice of it, but it’s the slice that, unfortunately, at the minute, dominates the market cap and the weight of how we are comprising consensus estimates,” she added.</p><p>Bloomberg Intelligence expects full-year 2022 earnings per share for the companies in the S&amp;P 500 to come in at $223.6 and rise to $229.7 in 2023, based on the note published on Dec. 2 by Wendy Soong. Estimates for next year continue to drift lower though remain relatively high.</p><p>Shalett said earnings forecasts in general remain too optimistic given the unprecedented confluence of factors weighing on the outlook, including Federal Reserve rate hikes and the risk of a recession.</p><p>“If the Fed succeeds, if the Fed pauses, which is what all the enthusiasm is about, that pricing power at best is going to halve and at worst is going to go away completely at the same time that your volume is slowing,” she said. “It’s that kind of negative operating leverage that I just don’t think is in the numbers.”</p><p>And despite the strength of the labor market, a pinched consumer might lead to further economic slowing as they burn through pandemic-era savings.</p><p>“Consumers are starting to run out of dough,” she said. “As we get into 2023, we think everything rests with the consumer.”</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>Megacap Earnings to See \"Rude Awakening\" in 2023, Morgan Stanley’s Shalett Says</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\">\nMegacap Earnings to See \"Rude Awakening\" in 2023, Morgan Stanley’s Shalett Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-07 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-06/morgan-stanley-warns-megacap-company-profits-due-for-rude-awakening-in-2023?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shalett says expectations from some big companies ‘delusional’Pinched consumer will fuel economic slump next year, she addsMorgan Stanley Wealth Management’s Lisa Shalett said some of the stock market...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-06/morgan-stanley-warns-megacap-company-profits-due-for-rude-awakening-in-2023?srnd=markets-vp\">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","AMZN":"亚马逊"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-06/morgan-stanley-warns-megacap-company-profits-due-for-rude-awakening-in-2023?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112917688","content_text":"Shalett says expectations from some big companies ‘delusional’Pinched consumer will fuel economic slump next year, she addsMorgan Stanley Wealth Management’s Lisa Shalett said some of the stock market’s biggest companies may see earnings hit far more than expected next year as economic growth slows and inflation erodes the purchasing power of consumers.Such an outlook, she added, is not reflected in current earnings estimates, which remain too high despite multiple downward revisions.“A lot of corporate guidance is delusional,” Shalett, the division’s chief investment officer, told Bloomberg TV Tuesday, blaming not only analysts but chief executive officers as well. “I just think it’s going to be a rude awakening for a lot of folks.”Shalett said the brunt of the downside surprises will likely be born by e-commerce, social media and other companies whose fortunes are closely tied to swings in the economy, including those selling discretionary consumer goods, rather than the whole of corporate America.“It’s more the specific slice of it, but it’s the slice that, unfortunately, at the minute, dominates the market cap and the weight of how we are comprising consensus estimates,” she added.Bloomberg Intelligence expects full-year 2022 earnings per share for the companies in the S&P 500 to come in at $223.6 and rise to $229.7 in 2023, based on the note published on Dec. 2 by Wendy Soong. Estimates for next year continue to drift lower though remain relatively high.Shalett said earnings forecasts in general remain too optimistic given the unprecedented confluence of factors weighing on the outlook, including Federal Reserve rate hikes and the risk of a recession.“If the Fed succeeds, if the Fed pauses, which is what all the enthusiasm is about, that pricing power at best is going to halve and at worst is going to go away completely at the same time that your volume is slowing,” she said. “It’s that kind of negative operating leverage that I just don’t think is in the numbers.”And despite the strength of the labor market, a pinched consumer might lead to further economic slowing as they burn through pandemic-era savings.“Consumers are starting to run out of dough,” she said. “As we get into 2023, we think everything rests with the consumer.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}