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2021-09-09

Both also good companies[Victory]

Amazon Vs. Microsoft: Two Cloud Computing Giants, One Winning Stock

2021-08-27

Go Cathie! [Bless] [Victory]

Sorry, the original content has been removed

2021-08-27

[Miser] [Miser]

Apple CEO Tim Cook Gets $750M In Shares From iPhone Maker And Cashes Them Out Almost Immediately

2021-08-27

[Surprised]

Microsoft warns thousands of cloud customers of exposed databases

2021-08-16

Good company good products

Apple’s Next iPhone Is Coming Soon. Here’s What to Expect.

2021-08-16

Great

Watch For These New Product Launches From Apple This Fall: Mark Gurman

2021-08-04

Nice run

What Is Fueling The AMD Rally?

2021-07-31

It would be an incredible merger if it happens

Elon Musk Denies He Discussed Apple-Tesla Merger With Tim Cook

2021-07-29

Nice [Strong]

Mastercard Q2 Adj. EPS $1.95 Beats $1.72 Estimate, Sales $4.50B Beat $4.34B Estimate

2021-07-26

[Cool]

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

2021-07-23

[Drowsy] //@CL777:Not again

Intel stock ticks lower as outlook barely clears Wall Street expectations following beat

2021-07-17

Wow

Apple Stock: Next Stop, $175?

2021-07-15

Netflix and game [Observation]

Netflix shares rises 2.38% in premarket trading

2021-07-14

Not only overbought, it’s “extremely overbought” [Observation]

Apple And Amazon Are Leading The Stock Market To Extremely Overbought Levels

2021-07-14

High to enter now

Cramer: The News About Apple Is All Wrong

2021-07-11

[Strong]

Banks Are About to Kick Off Earnings Season. Keep an Eye on Citigroup.

2021-07-11

Choices to make when wear and tear sets in

Apple AirPod batteries are almost impossible to replace, showing the need for right-to-repair reform

2021-07-06

Interesting read

Facebook: $1 Trillion Is Just The Beginning

2021-07-01

Good read

Apple: Act Quickly Before The Run To $172

2021-06-30

Good

Moderna’s Covid Shot Produces Antibodies Against Delta Variant

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also good companies[Victory]&nbsp;","listText":"Both also good companies[Victory]&nbsp;","text":"Both also good companies[Victory]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/889575462","repostId":"1127517147","repostType":4,"repost":{"id":"1127517147","kind":"news","pubTimestamp":1631158589,"share":"https://ttm.financial/m/news/1127517147?lang=&edition=fundamental","pubTime":"2021-09-09 11:36","market":"us","language":"en","title":"Amazon Vs. Microsoft: Two Cloud Computing Giants, One Winning Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1127517147","media":"Seeking Alpha","summary":"Summary\n\nMicrosoft's Azure continues to gain market share in the burgeoning cloud infrastructure ser","content":"<p><b>Summary</b></p>\n<ul>\n <li>Microsoft's Azure continues to gain market share in the burgeoning cloud infrastructure services market. However, Amazon's AWS remains in the No.1 position.</li>\n <li>Although the cloud wars are heating up, both Azure and AWS are performing exceptionally, growing at 51% y/y and 37% y/y, respectively.</li>\n <li>The global cloud services market is poised to grow at a CAGR of ~15.8% until 2030 to become a $1.6T market. Therefore, cloud providers still have a long growth runway.</li>\n <li>In this article, I share a comparative financial analysis for Microsoft and Amazon to determine the better buy.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69eeb847ac2a68d9068ee3d90ae2ec5c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Chip Somodevilla/Getty Images News</span></p>\n<p><b>Introduction</b></p>\n<p>Microsoft (MSFT) and Amazon (AMZN) are competing for the coveted No.1 spot in the cloud infrastructure services market, which is projected to grow from $325B in 2021 to $1,620B (or $1.6T) by 2030, according to areportby Allied Market Research. In Q2, Amazon's AWS revenues grew at 37% year-over-year (marked acceleration) as it continues to lead the cloud infrastructure services market with a 31% market share. However, Microsoft's Azure is outpacing AWS's growth and now commands a market share of 22%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60b929cfb3eb06a50b14a942b980bd8d\" tg-width=\"640\" tg-height=\"349\" width=\"100%\" height=\"auto\"><span>Source: canalys.com</span></p>\n<p>In the last year or so, the coronavirus pandemic has led to increased cloud infrastructure services spending as workload migration and cloud-native application development accelerated. Naturally, Azure and AWS have emerged as prime beneficiaries of this transformational shift toward the cloud. Although the coronavirus pandemic has receded in previous months, businesses have continued to embrace the cloud, as evidenced by the $5B sequential (q/q) growth in cloud infrastructure services spending in Q2 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab77f327d4b4f980b703dd05a727a8fd\" tg-width=\"640\" tg-height=\"349\" width=\"100%\" height=\"auto\"><span>Source: canalys.com</span></p>\n<p>Both Microsoft and Amazon are well-diversified big tech giants. However, the cloud opportunity is critical to their future successes. Today, Microsoft's Intelligent Cloud business makes up nearly ~37% of total revenues and ~40% of Microsoft's operating income, and these figures are expected to grow even further in the coming years. In relation to Amazon, AWS's revenues are a small fraction (13% in Q2 2021) of total sales. However, AWS contributes the majority of Amazon's operating income (~60%). And so, I'm not surprised with how ugly this battle is turning out to be. In recent times, we have witnessed dramatic instances such as&nbsp;Amazon's lawsuit&nbsp;for the $10B Jedi contract being awarded to Microsoft,Microsoft's protest&nbsp;to Government Accountability Office in relation to the $10B NSA contract awarded to Amazon, and a top AWS executive - Charlie Bell (once expected to be a successor to Andy Jassy as AWS CEO) -moving over to Microsoft. The competition between Amazon and Microsoft is fearsome. However, I can see ample room for multiple winners in the cloud services market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7fd2cfae285856cb75e5ced740ef320\" tg-width=\"640\" tg-height=\"310\" width=\"100%\" height=\"auto\"><span>Source: Allied Market Research</span></p>\n<p>With massive cloud services growth on the horizon, I expect both Microsoft and Amazon to deliver double-digit revenue growth over the coming decade. Several analysts have projected the cloud services business to become a commodity. However, profitability metrics for AWS and Microsoft's Intelligent Cloud show that it's clearly not a commodity business (at least for now). Azure has been gaining ground on AWS, but it's too soon to tell which of these tech titans will lead the cloud services market over the coming years.</p>\n<p>Over the last 12 months, Microsoft has significantly outperformed Amazon in terms of creating shareholder wealth, as can be observed in the chart below. I attribute Microsoft's outperformance to a multitude of factors, including but not limited to stronger momentum in the cloud, the existence of a massive capital return program, and robust free cash flow generation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a47beb283bcc911ba9ad25c4c2c01f91\" tg-width=\"640\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>In today's article, I will share a comparative financial analysis to determine the better buy among Microsoft and Amazon. Furthermore, we will estimate the fair value and expected returns for both of these blue-chip companies based on the financial statement analysis conducted in this note.</p>\n<p><b>Comparative Financial Analysis: Microsoft vs. Amazon</b></p>\n<p>I think it's too early to call the cloud services market, and the winners will only be evident in due time. However, it's very likely that Amazon and Microsoft will be dominating this market in 2031. Now, Amazon and Microsoft may be competitors in the cloud, but they happen to be two very different companies with varied core competencies: Amazon - e-commerce, Microsoft - business, and consumer software. Let's carry out a comparative financial analysis to determine the better buy among Microsoft and Amazon.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d675b34f8dc1b88db5722fa7be591b9f\" tg-width=\"640\" tg-height=\"478\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>In essence, Microsoft is a high-margin software and services business, while Amazon is a low-margin retail business with some higher-margin business lines such as AWS and Advertising. Since both Amazon and Microsoft are over-covered stocks, I don't think discussing their revenue mix would be of much value. However, let's look at the free cash flow generation of these blue-chip giants to understand their current business momentum.</p>\n<p>After receiving a massive pandemic boost, Amazon's free cash flows have turned negative in the last two quarters as the company invests massive amounts of capital (capex spending) in driving future revenue growth. In Q2, Amazon missed revenue estimates by ~$2B, which is further evidence of Amazon losing business momentum. On the other hand, Microsoft's business momentum remained strong in Q2 as the company beat revenue expectations by ~$2B while generating record amounts of free cash flow over the last 12 months. Therefore, it's fair to say that Microsoft is outperforming Amazon for the time being.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ed96043009b5528ed09d4e736d1833d\" tg-width=\"640\" tg-height=\"446\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>At the end of Q2, Microsoft had nearly $130B of cash and short-term investments on its balance sheet vs. financial debt of $58B (down from ~$90B debt in Dec'17). Over the last five years, Amazon's cash reserves have been building up, which now stand at ~$90B. However, the e-commerce giant has been increasing its debt load too, which has grown to $50B in Q2 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f8f27effc87360acc99c52dadd22af3\" tg-width=\"640\" tg-height=\"446\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>In terms of balance sheet strength, Microsoft is clearly in a better position compared to Amazon. Moreover, Microsoft's free cash flow generation is superior to Amazon right now. As you can see below, Microsoft is using its financial strength to execute a massive capital return program that consists of stock buybacks and dividends. Although Amazon lacks a capital return program today, it's only a matter of time before Amazon boasts one of the largest capital return programs among big tech companies. Therefore, Microsoft's advantage in this department may be short lived.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef388b2cab13ed222ddf2ba53ad6067f\" tg-width=\"640\" tg-height=\"446\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>While Microsoft returns the majority of its operational cash flows back to shareholders, Amazon is investing billions of dollars to drive future revenue (and, by extension, free cash flow) growth. In my opinion, Amazon will continue to outpace Microsoft's revenue growth over the next decade. As Amazon's faster-growing, higher-margin business lines, AWS and Advertising, contribute a larger share of Amazon's revenues over the coming years, its margins are expected to head higher. Hence, Amazon possesses the greater potential for revenue growth and margin expansion compared to Microsoft. To learn more about AWS and Amazon's Ads business, you may read the following notes:</p>\n<ol>\n <li>Amazon Web Services -&nbsp;Amazon: Here's What You Should Be Monitoring</li>\n <li>Digital Ads -&nbsp;Amazon: The 'Other' Segment May Be Worth More Than AWS</li>\n</ol>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18e9ff96d611913db9e45fbff0cc34ab\" tg-width=\"640\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>Although Amazon appears to be more expensive than Microsoft based on backward-looking trading multiples such as Price-to-Earnings and Price-to-FCF ratios, it's relatively cheaper than Microsoft when we factor in future growth as indicated by the PEG ratios.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68cf436c611eb187de68bf8802e73021\" tg-width=\"640\" tg-height=\"478\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>In summary, Microsoft is currently performing better than Amazon. However, Amazon's future appears to be a lot brighter than Microsoft. Since the stock markets are forward-looking, I would expect Amazon to outperform Microsoft over the coming years if their relative valuations were identical. With that being said, let us now calculate the intrinsic value of both Microsoft and Amazon along with future expected returns for these tech giants.</p>\n<p>Evaluating the Fair Value And Expected Return of Microsoft And Amazon</p>\n<p>To find the fair values of Microsoft and Amazon, we will employ our proprietary valuation model. Here's what it entails:</p>\n<ul>\n <li><p>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</p></li>\n <li><p>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</p></li>\n <li><p>In step 3, we normalize valuation for future growth prospects at the end of the 10 years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</p></li>\n <li>In step 4, we account for dividends.</li>\n</ul>\n<p><b>Assumptions:</b></p>\n<table>\n <colgroup></colgroup>\n <tbody>\n  <tr>\n   <td><p>Microsoft</p></td>\n   <td><p>Amazon</p></td>\n  </tr>\n  <tr>\n   <td><p>Forward 12-month revenue [A]</p></td>\n   <td><p>$195 billion</p></td>\n   <td><p>$515 billion</p></td>\n  </tr>\n  <tr>\n   <td><p>Potential Free Cash Flow Margin [B]</p></td>\n   <td><p>35%</p></td>\n   <td><p>20%</p></td>\n  </tr>\n  <tr>\n   <td><p>Average diluted shares outstanding [C]</p></td>\n   <td><p>7.5 billion</p></td>\n   <td><p>525 million</p></td>\n  </tr>\n  <tr>\n   <td><p>Free cash flow per share [ D = (A * B) / C ]</p></td>\n   <td><p>$9.1</p></td>\n   <td><p>$196.19</p></td>\n  </tr>\n  <tr>\n   <td><p>Free cash flow per share growth rate</p></td>\n   <td><p>10%</p></td>\n   <td><p>12.5%</p></td>\n  </tr>\n  <tr>\n   <td><p>Terminal growth rate</p></td>\n   <td><p>3%</p></td>\n   <td><p>3%</p></td>\n  </tr>\n  <tr>\n   <td><p>Years of elevated growth</p></td>\n   <td><p>10</p></td>\n   <td><p>10</p></td>\n  </tr>\n  <tr>\n   <td><p>Total years to stimulate</p></td>\n   <td><p>100</p></td>\n   <td><p>100</p></td>\n  </tr>\n  <tr>\n   <td><p>Discount Rate (Our \"Next Best Alternative\")</p></td>\n   <td><p>9.8%</p></td>\n   <td><p>9.8%</p></td>\n  </tr>\n </tbody>\n</table>\n<p><b>Results:</b></p>\n<p>1) Microsoft:</p>\n<p><img src=\"https://static.tigerbbs.com/875546f4aabbb1e580dcc9610c18a5b9\" tg-width=\"604\" tg-height=\"729\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8861dcb9fc1fbcd858297426ec52eaf6\" tg-width=\"606\" tg-height=\"771\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p>\n<p><b>2) Amazon:</b></p>\n<p><img src=\"https://static.tigerbbs.com/f8fb43ad416565a9768e919470e59bab\" tg-width=\"605\" tg-height=\"731\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a15de5a0494d4557b38c2290017588e9\" tg-width=\"609\" tg-height=\"430\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p>\n<p>Summary of Results:</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Current Price</b></td>\n   <td><b>Fair Value</b></td>\n   <td><b>Undervalued (-) or Overvalued (+)</b></td>\n   <td><b>2031 Share Price Target</b></td>\n   <td><b>Total Expected CAGR Return</b></td>\n   <td><b>Rating</b></td>\n  </tr>\n  <tr>\n   <td><b>Microsoft</b></td>\n   <td>$301</td>\n   <td>$295</td>\n   <td>+2.15%</td>\n   <td>$1101</td>\n   <td>14.71%</td>\n   <td><i>Modest Buy</i></td>\n  </tr>\n  <tr>\n   <td><b>Amazon</b></td>\n   <td>$3478</td>\n   <td>$6024</td>\n   <td>-42.27%</td>\n   <td>$22298</td>\n   <td>20.42%</td>\n   <td><i>Strong Buy</i></td>\n  </tr>\n </tbody>\n</table>\n<p>As you can see, Microsoft is slightly overvalued, and investors buying in at $301 can expect to generate CAGR returns of ~14.71% over the next decade, which is slightly below our investment hurdle rate of 15%. Since Microsoft's business fundamentals are robust, I rate it as a modest buy at this price. On the other hand, Amazon's business is facing near-term volatility, and business momentum looks shaky. However, Amazon's stock is deeply undervalued, and this is an opportunity for long-term investors to generate significant alpha. As Amazon's expected CAGR returns are much greater than my hurdle rate, I rate Amazon a strong buy. If I were to choose between Microsoft and Amazon based on business momentum (cloud and otherwise), I would have to go with Microsoft. However, Amazon's stock is massively undervalued while Microsoft is fairly valued. Considering the risk/reward available, I think Amazon is the better buy here.</p>\n<p>Key Takeaway: I rate Amazon a strong buy at $3,478 and Microsoft a modest buy at $301. Amazon is a better buy than Microsoft at this point in time.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Vs. Microsoft: Two Cloud Computing Giants, One Winning Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Vs. Microsoft: Two Cloud Computing Giants, One Winning Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 11:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4453940-amazon-vs-microsoft-two-cloud-computing-giants-one-winning-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nMicrosoft's Azure continues to gain market share in the burgeoning cloud infrastructure services market. However, Amazon's AWS remains in the No.1 position.\nAlthough the cloud wars are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4453940-amazon-vs-microsoft-two-cloud-computing-giants-one-winning-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4453940-amazon-vs-microsoft-two-cloud-computing-giants-one-winning-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127517147","content_text":"Summary\n\nMicrosoft's Azure continues to gain market share in the burgeoning cloud infrastructure services market. However, Amazon's AWS remains in the No.1 position.\nAlthough the cloud wars are heating up, both Azure and AWS are performing exceptionally, growing at 51% y/y and 37% y/y, respectively.\nThe global cloud services market is poised to grow at a CAGR of ~15.8% until 2030 to become a $1.6T market. Therefore, cloud providers still have a long growth runway.\nIn this article, I share a comparative financial analysis for Microsoft and Amazon to determine the better buy.\n\nChip Somodevilla/Getty Images News\nIntroduction\nMicrosoft (MSFT) and Amazon (AMZN) are competing for the coveted No.1 spot in the cloud infrastructure services market, which is projected to grow from $325B in 2021 to $1,620B (or $1.6T) by 2030, according to areportby Allied Market Research. In Q2, Amazon's AWS revenues grew at 37% year-over-year (marked acceleration) as it continues to lead the cloud infrastructure services market with a 31% market share. However, Microsoft's Azure is outpacing AWS's growth and now commands a market share of 22%.\nSource: canalys.com\nIn the last year or so, the coronavirus pandemic has led to increased cloud infrastructure services spending as workload migration and cloud-native application development accelerated. Naturally, Azure and AWS have emerged as prime beneficiaries of this transformational shift toward the cloud. Although the coronavirus pandemic has receded in previous months, businesses have continued to embrace the cloud, as evidenced by the $5B sequential (q/q) growth in cloud infrastructure services spending in Q2 2021.\nSource: canalys.com\nBoth Microsoft and Amazon are well-diversified big tech giants. However, the cloud opportunity is critical to their future successes. Today, Microsoft's Intelligent Cloud business makes up nearly ~37% of total revenues and ~40% of Microsoft's operating income, and these figures are expected to grow even further in the coming years. In relation to Amazon, AWS's revenues are a small fraction (13% in Q2 2021) of total sales. However, AWS contributes the majority of Amazon's operating income (~60%). And so, I'm not surprised with how ugly this battle is turning out to be. In recent times, we have witnessed dramatic instances such as Amazon's lawsuit for the $10B Jedi contract being awarded to Microsoft,Microsoft's protest to Government Accountability Office in relation to the $10B NSA contract awarded to Amazon, and a top AWS executive - Charlie Bell (once expected to be a successor to Andy Jassy as AWS CEO) -moving over to Microsoft. The competition between Amazon and Microsoft is fearsome. However, I can see ample room for multiple winners in the cloud services market.\nSource: Allied Market Research\nWith massive cloud services growth on the horizon, I expect both Microsoft and Amazon to deliver double-digit revenue growth over the coming decade. Several analysts have projected the cloud services business to become a commodity. However, profitability metrics for AWS and Microsoft's Intelligent Cloud show that it's clearly not a commodity business (at least for now). Azure has been gaining ground on AWS, but it's too soon to tell which of these tech titans will lead the cloud services market over the coming years.\nOver the last 12 months, Microsoft has significantly outperformed Amazon in terms of creating shareholder wealth, as can be observed in the chart below. I attribute Microsoft's outperformance to a multitude of factors, including but not limited to stronger momentum in the cloud, the existence of a massive capital return program, and robust free cash flow generation.\nSource: YCharts\nIn today's article, I will share a comparative financial analysis to determine the better buy among Microsoft and Amazon. Furthermore, we will estimate the fair value and expected returns for both of these blue-chip companies based on the financial statement analysis conducted in this note.\nComparative Financial Analysis: Microsoft vs. Amazon\nI think it's too early to call the cloud services market, and the winners will only be evident in due time. However, it's very likely that Amazon and Microsoft will be dominating this market in 2031. Now, Amazon and Microsoft may be competitors in the cloud, but they happen to be two very different companies with varied core competencies: Amazon - e-commerce, Microsoft - business, and consumer software. Let's carry out a comparative financial analysis to determine the better buy among Microsoft and Amazon.\nSource: YCharts\nIn essence, Microsoft is a high-margin software and services business, while Amazon is a low-margin retail business with some higher-margin business lines such as AWS and Advertising. Since both Amazon and Microsoft are over-covered stocks, I don't think discussing their revenue mix would be of much value. However, let's look at the free cash flow generation of these blue-chip giants to understand their current business momentum.\nAfter receiving a massive pandemic boost, Amazon's free cash flows have turned negative in the last two quarters as the company invests massive amounts of capital (capex spending) in driving future revenue growth. In Q2, Amazon missed revenue estimates by ~$2B, which is further evidence of Amazon losing business momentum. On the other hand, Microsoft's business momentum remained strong in Q2 as the company beat revenue expectations by ~$2B while generating record amounts of free cash flow over the last 12 months. Therefore, it's fair to say that Microsoft is outperforming Amazon for the time being.\nSource: YCharts\nAt the end of Q2, Microsoft had nearly $130B of cash and short-term investments on its balance sheet vs. financial debt of $58B (down from ~$90B debt in Dec'17). Over the last five years, Amazon's cash reserves have been building up, which now stand at ~$90B. However, the e-commerce giant has been increasing its debt load too, which has grown to $50B in Q2 2021.\nSource: YCharts\nIn terms of balance sheet strength, Microsoft is clearly in a better position compared to Amazon. Moreover, Microsoft's free cash flow generation is superior to Amazon right now. As you can see below, Microsoft is using its financial strength to execute a massive capital return program that consists of stock buybacks and dividends. Although Amazon lacks a capital return program today, it's only a matter of time before Amazon boasts one of the largest capital return programs among big tech companies. Therefore, Microsoft's advantage in this department may be short lived.\nSource: YCharts\nWhile Microsoft returns the majority of its operational cash flows back to shareholders, Amazon is investing billions of dollars to drive future revenue (and, by extension, free cash flow) growth. In my opinion, Amazon will continue to outpace Microsoft's revenue growth over the next decade. As Amazon's faster-growing, higher-margin business lines, AWS and Advertising, contribute a larger share of Amazon's revenues over the coming years, its margins are expected to head higher. Hence, Amazon possesses the greater potential for revenue growth and margin expansion compared to Microsoft. To learn more about AWS and Amazon's Ads business, you may read the following notes:\n\nAmazon Web Services - Amazon: Here's What You Should Be Monitoring\nDigital Ads - Amazon: The 'Other' Segment May Be Worth More Than AWS\n\nSource: YCharts\nAlthough Amazon appears to be more expensive than Microsoft based on backward-looking trading multiples such as Price-to-Earnings and Price-to-FCF ratios, it's relatively cheaper than Microsoft when we factor in future growth as indicated by the PEG ratios.\nSource: YCharts\nIn summary, Microsoft is currently performing better than Amazon. However, Amazon's future appears to be a lot brighter than Microsoft. Since the stock markets are forward-looking, I would expect Amazon to outperform Microsoft over the coming years if their relative valuations were identical. With that being said, let us now calculate the intrinsic value of both Microsoft and Amazon along with future expected returns for these tech giants.\nEvaluating the Fair Value And Expected Return of Microsoft And Amazon\nTo find the fair values of Microsoft and Amazon, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\nIn step 3, we normalize valuation for future growth prospects at the end of the 10 years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\nIn step 4, we account for dividends.\n\nAssumptions:\n\n\n\n\nMicrosoft\nAmazon\n\n\nForward 12-month revenue [A]\n$195 billion\n$515 billion\n\n\nPotential Free Cash Flow Margin [B]\n35%\n20%\n\n\nAverage diluted shares outstanding [C]\n7.5 billion\n525 million\n\n\nFree cash flow per share [ D = (A * B) / C ]\n$9.1\n$196.19\n\n\nFree cash flow per share growth rate\n10%\n12.5%\n\n\nTerminal growth rate\n3%\n3%\n\n\nYears of elevated growth\n10\n10\n\n\nTotal years to stimulate\n100\n100\n\n\nDiscount Rate (Our \"Next Best Alternative\")\n9.8%\n9.8%\n\n\n\nResults:\n1) Microsoft:\n\nSource: L.A. Stevens Valuation Model\n2) Amazon:\n\nSource: L.A. Stevens Valuation Model\nSummary of Results:\n\n\n\nCurrent Price\nFair Value\nUndervalued (-) or Overvalued (+)\n2031 Share Price Target\nTotal Expected CAGR Return\nRating\n\n\nMicrosoft\n$301\n$295\n+2.15%\n$1101\n14.71%\nModest Buy\n\n\nAmazon\n$3478\n$6024\n-42.27%\n$22298\n20.42%\nStrong Buy\n\n\n\nAs you can see, Microsoft is slightly overvalued, and investors buying in at $301 can expect to generate CAGR returns of ~14.71% over the next decade, which is slightly below our investment hurdle rate of 15%. Since Microsoft's business fundamentals are robust, I rate it as a modest buy at this price. On the other hand, Amazon's business is facing near-term volatility, and business momentum looks shaky. However, Amazon's stock is deeply undervalued, and this is an opportunity for long-term investors to generate significant alpha. As Amazon's expected CAGR returns are much greater than my hurdle rate, I rate Amazon a strong buy. If I were to choose between Microsoft and Amazon based on business momentum (cloud and otherwise), I would have to go with Microsoft. However, Amazon's stock is massively undervalued while Microsoft is fairly valued. Considering the risk/reward available, I think Amazon is the better buy here.\nKey Takeaway: I rate Amazon a strong buy at $3,478 and Microsoft a modest buy at $301. Amazon is a better buy than Microsoft at this point in time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819275266,"gmtCreate":1630074843555,"gmtModify":1676530218466,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Go Cathie! [Bless]&nbsp;[Victory]&nbsp;","listText":"Go Cathie! [Bless]&nbsp;[Victory]&nbsp;","text":"Go Cathie! [Bless] [Victory]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/819275266","repostId":"1131568820","repostType":4,"isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819273455,"gmtCreate":1630074673377,"gmtModify":1676530218351,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819273455","repostId":"1144443028","repostType":4,"repost":{"id":"1144443028","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1630057477,"share":"https://ttm.financial/m/news/1144443028?lang=&edition=fundamental","pubTime":"2021-08-27 17:44","market":"us","language":"en","title":"Apple CEO Tim Cook Gets $750M In Shares From iPhone Maker And Cashes Them Out Almost Immediately","url":"https://stock-news.laohu8.com/highlight/detail?id=1144443028","media":"Benzinga","summary":"Apple Tim Cook received more than five million shares in the technology giant this week as part of a","content":"<p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b>&nbsp;<b>Tim Cook</b>&nbsp;received more than five million shares in the technology giant this week as part of a compensation package but sold most of the stock immediately for more than $750 million.</p>\n<p><b>What Happened:</b>&nbsp;Cook received 5.04 million shares on Tuesday as the final part of a compensation package that he was awarded after he took over as CEO of Apple in 2011, according to a regulatory filing from Thursday.</p>\n<p>The shares are worth $754 million, based on Apple’s closing stock price of $149.62 on Tuesday. However, Cook sold most of the shares over a period of two days for more than $750 million.</p>\n<p>Part of the Apple CEO’s compensation depended on how well Apple’s shares performed compared to other companies on the S&amp;P 500 stock index. Cook was eligible for the award as Apple’s total shareholder return&nbsp;was 191.83% over the last three years, as per the filing.</p>\n<p><b>Why It Matters</b>: Last year, Cook received a new compensation package that runs through 2026.</p>\n<p>Cook had said in 2015 that he plans to give away the vast majority of his wealth to charity. It was reported earlier this week that Cook&nbsp;donated more than $10 million&nbsp;in the iPhone maker’s stock to an undisclosed charity.</p>\n<p><b>Price Action:</b>&nbsp;Apple shares closed almost 0.6% lower in Thursday’s regular trading session at $147.54, but rose less than 0.1% in the after-hours session to $147.58.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple CEO Tim Cook Gets $750M In Shares From iPhone Maker And Cashes Them Out Almost Immediately</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple CEO Tim Cook Gets $750M In Shares From iPhone Maker And Cashes Them Out Almost Immediately\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-27 17:44</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b>&nbsp;<b>Tim Cook</b>&nbsp;received more than five million shares in the technology giant this week as part of a compensation package but sold most of the stock immediately for more than $750 million.</p>\n<p><b>What Happened:</b>&nbsp;Cook received 5.04 million shares on Tuesday as the final part of a compensation package that he was awarded after he took over as CEO of Apple in 2011, according to a regulatory filing from Thursday.</p>\n<p>The shares are worth $754 million, based on Apple’s closing stock price of $149.62 on Tuesday. However, Cook sold most of the shares over a period of two days for more than $750 million.</p>\n<p>Part of the Apple CEO’s compensation depended on how well Apple’s shares performed compared to other companies on the S&amp;P 500 stock index. Cook was eligible for the award as Apple’s total shareholder return&nbsp;was 191.83% over the last three years, as per the filing.</p>\n<p><b>Why It Matters</b>: Last year, Cook received a new compensation package that runs through 2026.</p>\n<p>Cook had said in 2015 that he plans to give away the vast majority of his wealth to charity. It was reported earlier this week that Cook&nbsp;donated more than $10 million&nbsp;in the iPhone maker’s stock to an undisclosed charity.</p>\n<p><b>Price Action:</b>&nbsp;Apple shares closed almost 0.6% lower in Thursday’s regular trading session at $147.54, but rose less than 0.1% in the after-hours session to $147.58.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144443028","content_text":"Apple Tim Cook received more than five million shares in the technology giant this week as part of a compensation package but sold most of the stock immediately for more than $750 million.\nWhat Happened: Cook received 5.04 million shares on Tuesday as the final part of a compensation package that he was awarded after he took over as CEO of Apple in 2011, according to a regulatory filing from Thursday.\nThe shares are worth $754 million, based on Apple’s closing stock price of $149.62 on Tuesday. However, Cook sold most of the shares over a period of two days for more than $750 million.\nPart of the Apple CEO’s compensation depended on how well Apple’s shares performed compared to other companies on the S&P 500 stock index. Cook was eligible for the award as Apple’s total shareholder return was 191.83% over the last three years, as per the filing.\nWhy It Matters: Last year, Cook received a new compensation package that runs through 2026.\nCook had said in 2015 that he plans to give away the vast majority of his wealth to charity. It was reported earlier this week that Cook donated more than $10 million in the iPhone maker’s stock to an undisclosed charity.\nPrice Action: Apple shares closed almost 0.6% lower in Thursday’s regular trading session at $147.54, but rose less than 0.1% in the after-hours session to $147.58.","news_type":1},"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819270370,"gmtCreate":1630074590590,"gmtModify":1676530218277,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"[Surprised]&nbsp;","listText":"[Surprised]&nbsp;","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819270370","repostId":"2162199960","repostType":4,"repost":{"id":"2162199960","kind":"news","pubTimestamp":1630020684,"share":"https://ttm.financial/m/news/2162199960?lang=&edition=fundamental","pubTime":"2021-08-27 07:31","market":"us","language":"en","title":"Microsoft warns thousands of cloud customers of exposed databases","url":"https://stock-news.laohu8.com/highlight/detail?id=2162199960","media":"Reuters","summary":"SAN FRANCISCO (Reuters) - Microsoft on Thursday warned thousands of its cloud computing customers, i","content":"<p>SAN FRANCISCO (Reuters) - Microsoft on Thursday warned thousands of its cloud computing customers, including some of the world's largest companies, that intruders could have the ability to read, change or even delete their main databases, according to a copy of the email and a cyber security researcher.</p>\n<p>The vulnerability is in Microsoft Azure's flagship Cosmos database. A research team at security company Wiz discovered it was able to access keys that control access to databases held by thousands of companies. Wiz Chief Technology Officer Ami Luttwak is a former chief technology officer at Microsoft's Cloud Security Group.</p>\n<p>Because Microsoft cannot change those keys by itself, it emailed the customers Thursday telling them to create new ones. Microsoft agreed to pay Wiz $40,000 for finding the flaw and reporting it, according to an email it sent to Wiz.</p>\n<p>Microsoft spokespeople did not immediately comment.</p>\n<p>Microsoft's email to customers said it has fixed the vulnerability and that there was no evidence the flaw had been exploited. \"We have no indication that external entities outside the researcher (Wiz) had access to the primary read-write key,\" according to a copy of the email seen by Reuters.</p>\n<p>“This is the worst cloud vulnerability you can imagine. It is a long-lasting secret,” Luttwak told Reuters. “This is the central database of Azure, and we were able to get access to any customer database that we wanted.”</p>\n<p>Luttwak's team found the problem, dubbed ChaosDB, on Aug. 9 and notified Microsoft Aug. 12, Luttwak said.</p>\n<p>The disclosure comes after months of bad security news for Microsoft. The company was breached by the same suspected Russian government hackers that infiltrated SolarWinds, who stole Microsoft source code https://www.reuters.com/article/us-cyber-solarwinds-microsoft-idUSKBN2AI2Q0.</p>\n<p>A recent fix for a printer flaw that allowed computer takeovers had to be redone repeatedly. And an Exchange email flaw last week prompted an urgent U.S. government warning https://us-cert.cisa.gov/ncas/current-activity/2021/08/21/urgent-protect-against-active-exploitation-proxyshell that customers need to install patches issued months ago because ransomware gangs are now exploiting it.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft warns thousands of cloud customers of exposed databases</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 warns thousands of cloud customers of exposed databases\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-27 07:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/exclusive-microsoft-warns-thousands-cloud-233124698.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SAN FRANCISCO (Reuters) - Microsoft on Thursday warned thousands of its cloud computing customers, including some of the world's largest companies, that intruders could have the ability to read, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/exclusive-microsoft-warns-thousands-cloud-233124698.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"},"source_url":"https://finance.yahoo.com/news/exclusive-microsoft-warns-thousands-cloud-233124698.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2162199960","content_text":"SAN FRANCISCO (Reuters) - Microsoft on Thursday warned thousands of its cloud computing customers, including some of the world's largest companies, that intruders could have the ability to read, change or even delete their main databases, according to a copy of the email and a cyber security researcher.\nThe vulnerability is in Microsoft Azure's flagship Cosmos database. A research team at security company Wiz discovered it was able to access keys that control access to databases held by thousands of companies. Wiz Chief Technology Officer Ami Luttwak is a former chief technology officer at Microsoft's Cloud Security Group.\nBecause Microsoft cannot change those keys by itself, it emailed the customers Thursday telling them to create new ones. Microsoft agreed to pay Wiz $40,000 for finding the flaw and reporting it, according to an email it sent to Wiz.\nMicrosoft spokespeople did not immediately comment.\nMicrosoft's email to customers said it has fixed the vulnerability and that there was no evidence the flaw had been exploited. \"We have no indication that external entities outside the researcher (Wiz) had access to the primary read-write key,\" according to a copy of the email seen by Reuters.\n“This is the worst cloud vulnerability you can imagine. It is a long-lasting secret,” Luttwak told Reuters. “This is the central database of Azure, and we were able to get access to any customer database that we wanted.”\nLuttwak's team found the problem, dubbed ChaosDB, on Aug. 9 and notified Microsoft Aug. 12, Luttwak said.\nThe disclosure comes after months of bad security news for Microsoft. The company was breached by the same suspected Russian government hackers that infiltrated SolarWinds, who stole Microsoft source code https://www.reuters.com/article/us-cyber-solarwinds-microsoft-idUSKBN2AI2Q0.\nA recent fix for a printer flaw that allowed computer takeovers had to be redone repeatedly. And an Exchange email flaw last week prompted an urgent U.S. government warning https://us-cert.cisa.gov/ncas/current-activity/2021/08/21/urgent-protect-against-active-exploitation-proxyshell that customers need to install patches issued months ago because ransomware gangs are now exploiting it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839388793,"gmtCreate":1629122374712,"gmtModify":1676529937840,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Good company good products","listText":"Good company good products","text":"Good company good products","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/839388793","repostId":"1111034903","repostType":4,"repost":{"id":"1111034903","kind":"news","pubTimestamp":1629099150,"share":"https://ttm.financial/m/news/1111034903?lang=&edition=fundamental","pubTime":"2021-08-16 15:32","market":"us","language":"en","title":"Apple’s Next iPhone Is Coming Soon. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111034903","media":"The Wall Street Journal","summary":"Analysts say camera improvements are the biggest changes hitting Apple’s coming smartphones. Otherwi","content":"<p>Analysts say camera improvements are the biggest changes hitting Apple’s coming smartphones. Otherwise, expect modest upgrades.</p>\n<p>About to buy a new iPhone?Don’t. We expect&nbsp;Apple&nbsp;to announce new models sometime next month, as it does every year. And even if you aren’t interested in the latest and greatest, the company generally drops the price of some older models along with the new crop.</p>\n<p>Apple is, of course, hush-hush on what’s to come. A company spokeswoman declined to comment on future products. But iPhone production tends to be a leaky business, and I asked analysts who monitor Apple’s sales and supply chain to weigh in on the next iPhone.</p>\n<p>First, what will it be called? The iPhone 13? It’s a likely bet, since Apple skipped the iPhone 11S and went right to the 12.</p>\n<p>Some have hypothesized Apple might steer clear of the number because of superstition, the way some skyscrapers skip a 13th floor.A survey&nbsp;of 3,000 Apple users by Sell Cell, a used-electronics vendor, found that 18% would be put off by an iPhone 13. But Apple hasn’t shied away from naming software iOS 13 or selling a 13-inch MacBook.</p>\n<p>Whether it’s iPhone 13, iPhone 12S, iPhone 2021 or even iPhone (15th generation), there will be several new models this year. Here’s what you can expect from the coming device:</p>\n<p><b>Modest Changes</b></p>\n<p>“We’re in the 5G chapter of the iPhone, which is a multiyear chapter,” said Gene Munster, a managing partner and Apple analyst with venture-capital firm Loup Ventures. “It’s going to be pretty modest over years two and three.”</p>\n<p>Last year was&nbsp;significant for the device. The iPhone 12 models—the first to support faster 5G cellular networks—got a redesign and gained two new sizes in&nbsp;the Mini&nbsp;and&nbsp;Pro Max. Apple typically follows a big update with a less noteworthy release. Mr. Munster said we’ll see incremental improvements: a faster processor, longer battery life and camera upgrades.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6147bbb135ac38b417c4707fb0f9b78\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Last year iPhone 12 models—the first to support faster 5G cellular networks—got a redesign and gained two new sizes.</span></p>\n<p><b>Camera Improvements</b></p>\n<p>“There’s a pretty healthy set of rumors about the camera, which are true,” he said. “I believe that this will be Apple’s selling point this time around.”</p>\n<p>Mr. Munster pointed to a&nbsp;Bloomberg story&nbsp;that reports the camera on the higher-end Pro and Pro Max models could support Portrait mode (where the background is artfully blurred) when shooting video, as well as a higher-quality video format. High-end&nbsp;Samsung&nbsp;Galaxy phones have been able to shoot portrait mode during video—called Video Live Focus—since 2019, with the Samsung Galaxy S10 5G.</p>\n<p><b>One More Mini</b></p>\n<p>Apple saw lackluster sales of the iPhone 12 Mini, which has a 5.4-inch screen.Counterpoint Intelligence Research Partners&nbsp;estimates that the Mini made up just 5% of total iPhone 12 sales in the quarter ending June 2021.Trendforce, a market research firm, reported that Apple halted iPhone 12 mini production.</p>\n<p>However, Mr. Munster believes that we’ll see another Mini this year. “It’s a niche, but people in that niche tend to like them,” he said. This was welcome news to me. I happen to be in that niche—though I do think the small phone’s battery life could be much better.</p>\n<p>Adam Wears, an analyst at Juniper Research, agrees. He expects Apple will phase out the Mini in subsequent years, focusing instead on its standard and premium-tier Pro and Pro Max models, while the iPhone SE, with a 4.7-inch screen, becomes the lower-priced model.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8c33d34b970f0851a8ee62ccb8497c9\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Apple CEO Tim Cook showed off the iPhone 12 Pro in October 2020.</span></p>\n<p><b>Wider 5G Availability</b></p>\n<p>Mr. Wears also anticipates the next iPhone will expand the use of&nbsp;high-frequency millimeter-wave technology&nbsp;in handsets in more countries across Asia and Europe.</p>\n<p>The iPhone 12 globally supports the more conventional sub-6-gigahertz band, but the faster millimeter-wave antenna, which can’t travel long distances and is more susceptible to obstacles such as trees, is only available in iPhone models in the U.S.</p>\n<p>Brian White, an analyst with Monness Crespi Hardt, agrees that the next iPhones will likely “further tap into this nascent global 5G ramp.”</p>\n<p><b>Shipping Delays</b></p>\n<p>Apple said it is affected by the disruption to the&nbsp;global supply of microprocessors. “We’re going to take it sort of one quarter at a time and, as you would guess, we’ll do everything we can to mitigate whatever set of circumstances we’re dealt,” Chief Executive Tim Cook told analysts during a public conference call last month.</p>\n<p>Mr. Munster said that while he expects the company to announce the phone in September with availability in October, he thinks most customers won’t receive devices until December.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/881a288be0216567393e9fa6f1fc7f79\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Samsung recently announced two foldable devices: the Galaxy Z Flip3, left, and Galaxy Z Fold3.</span></p>\n<p><b>No Foldable—Yet</b></p>\n<p>“The chapter after 5G is foldable phones,” said Mr. Munster, who expects Apple to release that device in 2023. The competition in the space is heating up: Samsung recently announced two foldable devices, the&nbsp;Galaxy Z Fold3 and Galaxy Z Flip3. The former opens like a book and the latter works like an old-school flip phone, like the old Motorola Razr. The prediction that iPhones will eventually flip is reinforced by the fact that Samsung is one of Apple’s top display manufacturers.</p>\n<p>My colleague Joanna Stern found a pattern in Samsung and Apple releases. The iPhone maker typically incorporates features&nbsp;two to three years after Samsung. And if that timeline is any indication, the iPhone is soon due for an in-screen fingerprint reader and a screen with a faster 120-hertz refresh rate for smoother animations.</p>\n<p>Joanna reported that Apple has been working on in-screen fingerprint technology and has considered including Touch ID and Face ID on the same device, according to two former Apple employees. It probably won’t appear this year, however.</p>\n<p><b>What About Other Phones?</b></p>\n<p>If you’re in the market for an upgrade, there are, of course, other options to consider.</p>\n<p>Google already announced that its next Pixel 6 will run its own proprietary Google-designed chip and feature a new camera system. We’ll hear more details sometime this fall. Meanwhile, Samsung lowered the price of its recent foldables to $1,800 for the Fold ($200 less than its predecessor) and $1,000 for the smaller Flip (nearly $400 cheaper than last year’s model). And while&nbsp;the Galaxy S21is still probably the best overall Android purchase, Samsung will likely launch its next non-folding flagship Galaxy phones in early 2022.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s Next iPhone Is Coming Soon. Here’s What to Expect.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s Next iPhone Is Coming Soon. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 15:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/apples-next-iphone-is-coming-soon-heres-what-to-expect-11629032400?mod=hp_lead_pos10><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts say camera improvements are the biggest changes hitting Apple’s coming smartphones. Otherwise, expect modest upgrades.\nAbout to buy a new iPhone?Don’t. We expect Apple to announce new models ...</p>\n\n<a href=\"https://www.wsj.com/articles/apples-next-iphone-is-coming-soon-heres-what-to-expect-11629032400?mod=hp_lead_pos10\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.wsj.com/articles/apples-next-iphone-is-coming-soon-heres-what-to-expect-11629032400?mod=hp_lead_pos10","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111034903","content_text":"Analysts say camera improvements are the biggest changes hitting Apple’s coming smartphones. Otherwise, expect modest upgrades.\nAbout to buy a new iPhone?Don’t. We expect Apple to announce new models sometime next month, as it does every year. And even if you aren’t interested in the latest and greatest, the company generally drops the price of some older models along with the new crop.\nApple is, of course, hush-hush on what’s to come. A company spokeswoman declined to comment on future products. But iPhone production tends to be a leaky business, and I asked analysts who monitor Apple’s sales and supply chain to weigh in on the next iPhone.\nFirst, what will it be called? The iPhone 13? It’s a likely bet, since Apple skipped the iPhone 11S and went right to the 12.\nSome have hypothesized Apple might steer clear of the number because of superstition, the way some skyscrapers skip a 13th floor.A survey of 3,000 Apple users by Sell Cell, a used-electronics vendor, found that 18% would be put off by an iPhone 13. But Apple hasn’t shied away from naming software iOS 13 or selling a 13-inch MacBook.\nWhether it’s iPhone 13, iPhone 12S, iPhone 2021 or even iPhone (15th generation), there will be several new models this year. Here’s what you can expect from the coming device:\nModest Changes\n“We’re in the 5G chapter of the iPhone, which is a multiyear chapter,” said Gene Munster, a managing partner and Apple analyst with venture-capital firm Loup Ventures. “It’s going to be pretty modest over years two and three.”\nLast year was significant for the device. The iPhone 12 models—the first to support faster 5G cellular networks—got a redesign and gained two new sizes in the Mini and Pro Max. Apple typically follows a big update with a less noteworthy release. Mr. Munster said we’ll see incremental improvements: a faster processor, longer battery life and camera upgrades.\nLast year iPhone 12 models—the first to support faster 5G cellular networks—got a redesign and gained two new sizes.\nCamera Improvements\n“There’s a pretty healthy set of rumors about the camera, which are true,” he said. “I believe that this will be Apple’s selling point this time around.”\nMr. Munster pointed to a Bloomberg story that reports the camera on the higher-end Pro and Pro Max models could support Portrait mode (where the background is artfully blurred) when shooting video, as well as a higher-quality video format. High-end Samsung Galaxy phones have been able to shoot portrait mode during video—called Video Live Focus—since 2019, with the Samsung Galaxy S10 5G.\nOne More Mini\nApple saw lackluster sales of the iPhone 12 Mini, which has a 5.4-inch screen.Counterpoint Intelligence Research Partners estimates that the Mini made up just 5% of total iPhone 12 sales in the quarter ending June 2021.Trendforce, a market research firm, reported that Apple halted iPhone 12 mini production.\nHowever, Mr. Munster believes that we’ll see another Mini this year. “It’s a niche, but people in that niche tend to like them,” he said. This was welcome news to me. I happen to be in that niche—though I do think the small phone’s battery life could be much better.\nAdam Wears, an analyst at Juniper Research, agrees. He expects Apple will phase out the Mini in subsequent years, focusing instead on its standard and premium-tier Pro and Pro Max models, while the iPhone SE, with a 4.7-inch screen, becomes the lower-priced model.\nApple CEO Tim Cook showed off the iPhone 12 Pro in October 2020.\nWider 5G Availability\nMr. Wears also anticipates the next iPhone will expand the use of high-frequency millimeter-wave technology in handsets in more countries across Asia and Europe.\nThe iPhone 12 globally supports the more conventional sub-6-gigahertz band, but the faster millimeter-wave antenna, which can’t travel long distances and is more susceptible to obstacles such as trees, is only available in iPhone models in the U.S.\nBrian White, an analyst with Monness Crespi Hardt, agrees that the next iPhones will likely “further tap into this nascent global 5G ramp.”\nShipping Delays\nApple said it is affected by the disruption to the global supply of microprocessors. “We’re going to take it sort of one quarter at a time and, as you would guess, we’ll do everything we can to mitigate whatever set of circumstances we’re dealt,” Chief Executive Tim Cook told analysts during a public conference call last month.\nMr. Munster said that while he expects the company to announce the phone in September with availability in October, he thinks most customers won’t receive devices until December.\nSamsung recently announced two foldable devices: the Galaxy Z Flip3, left, and Galaxy Z Fold3.\nNo Foldable—Yet\n“The chapter after 5G is foldable phones,” said Mr. Munster, who expects Apple to release that device in 2023. The competition in the space is heating up: Samsung recently announced two foldable devices, the Galaxy Z Fold3 and Galaxy Z Flip3. The former opens like a book and the latter works like an old-school flip phone, like the old Motorola Razr. The prediction that iPhones will eventually flip is reinforced by the fact that Samsung is one of Apple’s top display manufacturers.\nMy colleague Joanna Stern found a pattern in Samsung and Apple releases. The iPhone maker typically incorporates features two to three years after Samsung. And if that timeline is any indication, the iPhone is soon due for an in-screen fingerprint reader and a screen with a faster 120-hertz refresh rate for smoother animations.\nJoanna reported that Apple has been working on in-screen fingerprint technology and has considered including Touch ID and Face ID on the same device, according to two former Apple employees. It probably won’t appear this year, however.\nWhat About Other Phones?\nIf you’re in the market for an upgrade, there are, of course, other options to consider.\nGoogle already announced that its next Pixel 6 will run its own proprietary Google-designed chip and feature a new camera system. We’ll hear more details sometime this fall. Meanwhile, Samsung lowered the price of its recent foldables to $1,800 for the Fold ($200 less than its predecessor) and $1,000 for the smaller Flip (nearly $400 cheaper than last year’s model). And while the Galaxy S21is still probably the best overall Android purchase, Samsung will likely launch its next non-folding flagship Galaxy phones in early 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839381625,"gmtCreate":1629122331967,"gmtModify":1676529937808,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839381625","repostId":"1163741094","repostType":4,"repost":{"id":"1163741094","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629100856,"share":"https://ttm.financial/m/news/1163741094?lang=&edition=fundamental","pubTime":"2021-08-16 16:00","market":"us","language":"en","title":"Watch For These New Product Launches From Apple This Fall: Mark Gurman","url":"https://stock-news.laohu8.com/highlight/detail?id=1163741094","media":"Benzinga","summary":"Apple is preparing to launch several new products this fall, including new iPhones, Apple Watches, u","content":"<p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> is preparing to launch several new products this fall, including new&nbsp;<b>iPhones</b>,&nbsp;<b>Apple Watches</b>, updated&nbsp;<b>AirPods</b>, the revamped&nbsp;<b>iPad mini</b>&nbsp;and redesigned&nbsp;<b>MacBook Pros</b>, according to&nbsp;<b>Mark Gurman</b>, a leading Apple watcher.</p>\n<p><b>What Happened:</b>&nbsp;Apple will hold multiple events this year, with the first event likely in September, Gurmansaidin the latest edition of his “Power On” newsletter for Bloomberg.</p>\n<p>Alongside the new iPhone 13 expected to be launched in September, Apple will likely launch third-generation AirPods, an updated iPad mini with thinner borders and complete redesign, and the Apple Watch Series 7 with updated screen technology and a faster processor.</p>\n<p>In addition, Gurman noted that Apple’s revamped 14-inch and 16-inch MacBook Pros with the company's in-house M1X chip “should still go on sale by the time the current MacBook Pro hits its two-year anniversary.”</p>\n<p><b>Why It Matters:</b>&nbsp;Apple’s highly anticipated MacBook Pros are expected to feature mini-LED displays, updated designs, and the M1X Apple silicon chip. The 16-inch MacBook Pro was last updated in November of 2019.</p>\n<p>It was&nbsp;reported&nbsp;earlier this year that Apple is planning a major design upgrade to its MacBook Pro range of notebooks for the first time since the 2016 lineup. The new Pro series computers will come equipped with Apple’s own chips instead of the ones made by&nbsp;<b><a href=\"https://laohu8.com/S/INTC\">Intel</a></b>&nbsp;<b>Corporation</b>.</p>\n<p>In June, Gurman&nbsp;noted&nbsp;that Apple is exploring making future iPads with larger displays that would further blur the lines between the iPad Pro and the MacBook Pro, which is available with up to a 16-inch display.</p>\n<p>Apple had said in April it hasno plans to mergethe iPad and the Mac anytime soon, despite the inclusion of its in-house M1 chip in the latest iPad Pro models.</p>\n<p><b>Price Action:</b>&nbsp;Apple shares closed 0.1% higher in Friday’s trading at $149.10.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Watch For These New Product Launches From Apple This Fall: Mark Gurman</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\">\nWatch For These New Product Launches From Apple This Fall: Mark Gurman\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-16 16:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> is preparing to launch several new products this fall, including new&nbsp;<b>iPhones</b>,&nbsp;<b>Apple Watches</b>, updated&nbsp;<b>AirPods</b>, the revamped&nbsp;<b>iPad mini</b>&nbsp;and redesigned&nbsp;<b>MacBook Pros</b>, according to&nbsp;<b>Mark Gurman</b>, a leading Apple watcher.</p>\n<p><b>What Happened:</b>&nbsp;Apple will hold multiple events this year, with the first event likely in September, Gurmansaidin the latest edition of his “Power On” newsletter for Bloomberg.</p>\n<p>Alongside the new iPhone 13 expected to be launched in September, Apple will likely launch third-generation AirPods, an updated iPad mini with thinner borders and complete redesign, and the Apple Watch Series 7 with updated screen technology and a faster processor.</p>\n<p>In addition, Gurman noted that Apple’s revamped 14-inch and 16-inch MacBook Pros with the company's in-house M1X chip “should still go on sale by the time the current MacBook Pro hits its two-year anniversary.”</p>\n<p><b>Why It Matters:</b>&nbsp;Apple’s highly anticipated MacBook Pros are expected to feature mini-LED displays, updated designs, and the M1X Apple silicon chip. The 16-inch MacBook Pro was last updated in November of 2019.</p>\n<p>It was&nbsp;reported&nbsp;earlier this year that Apple is planning a major design upgrade to its MacBook Pro range of notebooks for the first time since the 2016 lineup. The new Pro series computers will come equipped with Apple’s own chips instead of the ones made by&nbsp;<b><a href=\"https://laohu8.com/S/INTC\">Intel</a></b>&nbsp;<b>Corporation</b>.</p>\n<p>In June, Gurman&nbsp;noted&nbsp;that Apple is exploring making future iPads with larger displays that would further blur the lines between the iPad Pro and the MacBook Pro, which is available with up to a 16-inch display.</p>\n<p>Apple had said in April it hasno plans to mergethe iPad and the Mac anytime soon, despite the inclusion of its in-house M1 chip in the latest iPad Pro models.</p>\n<p><b>Price Action:</b>&nbsp;Apple shares closed 0.1% higher in Friday’s trading at $149.10.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163741094","content_text":"Apple is preparing to launch several new products this fall, including new iPhones, Apple Watches, updated AirPods, the revamped iPad mini and redesigned MacBook Pros, according to Mark Gurman, a leading Apple watcher.\nWhat Happened: Apple will hold multiple events this year, with the first event likely in September, Gurmansaidin the latest edition of his “Power On” newsletter for Bloomberg.\nAlongside the new iPhone 13 expected to be launched in September, Apple will likely launch third-generation AirPods, an updated iPad mini with thinner borders and complete redesign, and the Apple Watch Series 7 with updated screen technology and a faster processor.\nIn addition, Gurman noted that Apple’s revamped 14-inch and 16-inch MacBook Pros with the company's in-house M1X chip “should still go on sale by the time the current MacBook Pro hits its two-year anniversary.”\nWhy It Matters: Apple’s highly anticipated MacBook Pros are expected to feature mini-LED displays, updated designs, and the M1X Apple silicon chip. The 16-inch MacBook Pro was last updated in November of 2019.\nIt was reported earlier this year that Apple is planning a major design upgrade to its MacBook Pro range of notebooks for the first time since the 2016 lineup. The new Pro series computers will come equipped with Apple’s own chips instead of the ones made by Intel Corporation.\nIn June, Gurman noted that Apple is exploring making future iPads with larger displays that would further blur the lines between the iPad Pro and the MacBook Pro, which is available with up to a 16-inch display.\nApple had said in April it hasno plans to mergethe iPad and the Mac anytime soon, despite the inclusion of its in-house M1 chip in the latest iPad Pro models.\nPrice Action: Apple shares closed 0.1% higher in Friday’s trading at $149.10.","news_type":1},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890967756,"gmtCreate":1628077816775,"gmtModify":1703500753271,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Nice run","listText":"Nice run","text":"Nice run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/890967756","repostId":"1184521901","repostType":4,"repost":{"id":"1184521901","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628070314,"share":"https://ttm.financial/m/news/1184521901?lang=&edition=fundamental","pubTime":"2021-08-04 17:45","market":"us","language":"en","title":"What Is Fueling The AMD Rally?","url":"https://stock-news.laohu8.com/highlight/detail?id=1184521901","media":"Benzinga","summary":"Shares of Advanced Micro Devices Inc. AMD extended gains to a fifth straight day and closed 3.6% hig","content":"<p>Shares of&nbsp;<b>Advanced Micro Devices Inc.</b>&nbsp;<b><a href=\"https://laohu8.com/S/AMD\">AMD</a></b>&nbsp;extended gains to a fifth straight day and closed 3.6% higher in Tuesday’s regular trading session.</p>\n<p><b>What Happened</b>: Advanced Micro Devices shares also hit a new 52-week high of $114.85 on Tuesday after the chipmakerannouncedthe availability of its new AMD Radeon PRO W6000X series GPUs for&nbsp;<b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc.’s</b>&nbsp;Mac Pro desktop computers.</p>\n<p>In addition, the company’s shares likely benefited after Bloombergreportedthat UK regulators may block rival chipmaker<b>Nvidia Corp.’s</b>NVDA$40 billion acquisition of UK-based chipmaker Arm Ltd. due to national security concerns.</p>\n<p><b>Momentum From <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Results:</b>&nbsp;AMD’s shares have been picked up momentum after the companyreportedbetter-than-expected second-quarter results last week.</p>\n<p><b>Retail Interest:</b>&nbsp;AMD is seeinghigh interestfrom retail investors and was the third-most discussed stock on Reddit’s r/WallStreetBets forum as of Tuesday night. The forum, which has 10.7 million users, is best known for driving the rally in&nbsp;<b><a href=\"https://laohu8.com/S/GME\">GameStop</a> Corp.</b>&nbsp;and other heavily shorted stocks earlier this year.</p>\n<p><b><a href=\"https://laohu8.com/S/INTC\">Intel</a> Production Woes</b>: In June, CNBC host Cramernotedthat&nbsp;<b>Intel Corp.</b>&nbsp;delaying production of <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its newest chips, code-named Sapphire Rapids, was “another reason” to buy shares in AMD. The delay by Intel is seen as creating an opportunity for AMD to gain market share.</p>\n<p><b>High-Profile <a href=\"https://laohu8.com/S/CUBI\">Customers</a></b>: AMD&nbsp;secured&nbsp;<b>Tesla Inc</b>.and<b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.</b>&nbsp;subsidiary Google as its high-profile customers in June.</p>\n<p><b>Price Action</b>: Advanced Micro Devices shares closed 3.6% higher in Tuesday’s regular trading session at $112.56.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Is Fueling The AMD Rally?</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 Is Fueling The AMD Rally?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-04 17:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of&nbsp;<b>Advanced Micro Devices Inc.</b>&nbsp;<b><a href=\"https://laohu8.com/S/AMD\">AMD</a></b>&nbsp;extended gains to a fifth straight day and closed 3.6% higher in Tuesday’s regular trading session.</p>\n<p><b>What Happened</b>: Advanced Micro Devices shares also hit a new 52-week high of $114.85 on Tuesday after the chipmakerannouncedthe availability of its new AMD Radeon PRO W6000X series GPUs for&nbsp;<b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc.’s</b>&nbsp;Mac Pro desktop computers.</p>\n<p>In addition, the company’s shares likely benefited after Bloombergreportedthat UK regulators may block rival chipmaker<b>Nvidia Corp.’s</b>NVDA$40 billion acquisition of UK-based chipmaker Arm Ltd. due to national security concerns.</p>\n<p><b>Momentum From <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Results:</b>&nbsp;AMD’s shares have been picked up momentum after the companyreportedbetter-than-expected second-quarter results last week.</p>\n<p><b>Retail Interest:</b>&nbsp;AMD is seeinghigh interestfrom retail investors and was the third-most discussed stock on Reddit’s r/WallStreetBets forum as of Tuesday night. The forum, which has 10.7 million users, is best known for driving the rally in&nbsp;<b><a href=\"https://laohu8.com/S/GME\">GameStop</a> Corp.</b>&nbsp;and other heavily shorted stocks earlier this year.</p>\n<p><b><a href=\"https://laohu8.com/S/INTC\">Intel</a> Production Woes</b>: In June, CNBC host Cramernotedthat&nbsp;<b>Intel Corp.</b>&nbsp;delaying production of <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its newest chips, code-named Sapphire Rapids, was “another reason” to buy shares in AMD. The delay by Intel is seen as creating an opportunity for AMD to gain market share.</p>\n<p><b>High-Profile <a href=\"https://laohu8.com/S/CUBI\">Customers</a></b>: AMD&nbsp;secured&nbsp;<b>Tesla Inc</b>.and<b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.</b>&nbsp;subsidiary Google as its high-profile customers in June.</p>\n<p><b>Price Action</b>: Advanced Micro Devices shares closed 3.6% higher in Tuesday’s regular trading session at $112.56.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184521901","content_text":"Shares of Advanced Micro Devices Inc. AMD extended gains to a fifth straight day and closed 3.6% higher in Tuesday’s regular trading session.\nWhat Happened: Advanced Micro Devices shares also hit a new 52-week high of $114.85 on Tuesday after the chipmakerannouncedthe availability of its new AMD Radeon PRO W6000X series GPUs for Apple Inc.’s Mac Pro desktop computers.\nIn addition, the company’s shares likely benefited after Bloombergreportedthat UK regulators may block rival chipmakerNvidia Corp.’sNVDA$40 billion acquisition of UK-based chipmaker Arm Ltd. due to national security concerns.\nMomentum From Q2 Results: AMD’s shares have been picked up momentum after the companyreportedbetter-than-expected second-quarter results last week.\nRetail Interest: AMD is seeinghigh interestfrom retail investors and was the third-most discussed stock on Reddit’s r/WallStreetBets forum as of Tuesday night. The forum, which has 10.7 million users, is best known for driving the rally in GameStop Corp. and other heavily shorted stocks earlier this year.\nIntel Production Woes: In June, CNBC host Cramernotedthat Intel Corp. delaying production of one of its newest chips, code-named Sapphire Rapids, was “another reason” to buy shares in AMD. The delay by Intel is seen as creating an opportunity for AMD to gain market share.\nHigh-Profile Customers: AMD secured Tesla Inc.andAlphabet Inc. subsidiary Google as its high-profile customers in June.\nPrice Action: Advanced Micro Devices shares closed 3.6% higher in Tuesday’s regular trading session at $112.56.","news_type":1},"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572687403241911","authorId":"3572687403241911","name":"MingHui","avatar":"https://static.tigerbbs.com/f036b90ac4085bf85b38728de22f18c9","crmLevel":4,"crmLevelSwitch":0,"idStr":"3572687403241911","authorIdStr":"3572687403241911"},"content":"Count money [money fan]","text":"Count money [money fan]","html":"Count money [money fan]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802992718,"gmtCreate":1627704252534,"gmtModify":1703495011192,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"It would be an incredible merger if it happens","listText":"It would be an incredible merger if it happens","text":"It would be an incredible merger if it happens","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/802992718","repostId":"2155492152","repostType":4,"repost":{"id":"2155492152","kind":"news","pubTimestamp":1627667272,"share":"https://ttm.financial/m/news/2155492152?lang=&edition=fundamental","pubTime":"2021-07-31 01:47","market":"us","language":"en","title":"Elon Musk Denies He Discussed Apple-Tesla Merger With Tim Cook","url":"https://stock-news.laohu8.com/highlight/detail?id=2155492152","media":"Bloomberg","summary":"(Bloomberg) -- Tesla Inc. Chief Executive Officer Elon Musk said on Friday that he never met with Ap","content":"<p>(Bloomberg) -- Tesla Inc. Chief Executive Officer Elon Musk said on Friday that he never met with Apple Inc. about a potential takeover and slammed the tech giant’s App Store fees, calling them a “global tax on the internet.”</p>\n<p>He was responding to an upcoming book that says Apple CEO Tim Cook called Musk in 2016 about taking over Tesla. The book claims that merger discussions ended when Musk told Cook he’d like to replace him as Apple’s CEO as part of the deal. According to the story -- revealed in a Los Angeles Times review of “Power Play: Tesla, Elon Musk, and the Bet of the Century” by Wall Street Journal reporter Tim Higgins -- Cook then hung up the phone after uttering an expletive.</p>\n<p>“Cook &amp; I have never spoken or written to each other ever,” Musk said on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>. “There was a point where I requested to meet with Cook to talk about Apple buying Tesla. There were no conditions of acquisition proposed whatsoever.”</p>\n<p>Cook refused the meeting, Musk said. “Tesla was worth about 6% of today’s value,” he said. The statement reiterated remarks from last year, when Musk said Cook refused to take a meeting about acquiring Tesla.</p>\n<p>Apple also denied the book’s anecdote and pointed to comments from Cook on a recent New York Times podcast. “You know, I’ve never spoken to Elon, although I have great admiration and respect for the company he’s built,” Cook said.</p>\n<p>Musk followed up with a separate tweet Friday on Apple’s store fees. “Epic is right,” he said, a reference to Epic Games Inc.’s lawsuit with Apple over its commissions.</p>\n<p>Epic sued Apple after the Cupertino, California-based company removed the game Fortnite from its store for circumventing in-app-purchase fees. Epic has attacked Apple’s practice of forcing apps to share 15% to 30% of their revenue. A California judge will rule on the suit as early as August.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Denies He Discussed Apple-Tesla Merger With Tim Cook</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 Denies He Discussed Apple-Tesla Merger With Tim Cook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 01:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/elon-musk-denies-discussed-apple-174752074.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Tesla Inc. Chief Executive Officer Elon Musk said on Friday that he never met with Apple Inc. about a potential takeover and slammed the tech giant’s App Store fees, calling them a “...</p>\n\n<a href=\"https://finance.yahoo.com/news/elon-musk-denies-discussed-apple-174752074.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","AAPL":"苹果","TSLA":"特斯拉","NYT":"纽约时报"},"source_url":"https://finance.yahoo.com/news/elon-musk-denies-discussed-apple-174752074.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2155492152","content_text":"(Bloomberg) -- Tesla Inc. Chief Executive Officer Elon Musk said on Friday that he never met with Apple Inc. about a potential takeover and slammed the tech giant’s App Store fees, calling them a “global tax on the internet.”\nHe was responding to an upcoming book that says Apple CEO Tim Cook called Musk in 2016 about taking over Tesla. The book claims that merger discussions ended when Musk told Cook he’d like to replace him as Apple’s CEO as part of the deal. According to the story -- revealed in a Los Angeles Times review of “Power Play: Tesla, Elon Musk, and the Bet of the Century” by Wall Street Journal reporter Tim Higgins -- Cook then hung up the phone after uttering an expletive.\n“Cook & I have never spoken or written to each other ever,” Musk said on Twitter. “There was a point where I requested to meet with Cook to talk about Apple buying Tesla. There were no conditions of acquisition proposed whatsoever.”\nCook refused the meeting, Musk said. “Tesla was worth about 6% of today’s value,” he said. The statement reiterated remarks from last year, when Musk said Cook refused to take a meeting about acquiring Tesla.\nApple also denied the book’s anecdote and pointed to comments from Cook on a recent New York Times podcast. “You know, I’ve never spoken to Elon, although I have great admiration and respect for the company he’s built,” Cook said.\nMusk followed up with a separate tweet Friday on Apple’s store fees. “Epic is right,” he said, a reference to Epic Games Inc.’s lawsuit with Apple over its commissions.\nEpic sued Apple after the Cupertino, California-based company removed the game Fortnite from its store for circumventing in-app-purchase fees. Epic has attacked Apple’s practice of forcing apps to share 15% to 30% of their revenue. A California judge will rule on the suit as early as August.","news_type":1},"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560241002253187","authorId":"3560241002253187","name":"CL777","avatar":"https://static.tigerbbs.com/e9aef3dd830373a0427a3447b1b564e3","crmLevel":6,"crmLevelSwitch":0,"idStr":"3560241002253187","authorIdStr":"3560241002253187"},"content":"In his Dreams lol","text":"In his Dreams lol","html":"In his Dreams lol"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808342173,"gmtCreate":1627561065492,"gmtModify":1703492377726,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Nice [Strong]&nbsp;","listText":"Nice [Strong]&nbsp;","text":"Nice [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808342173","repostId":"2155902968","repostType":2,"repost":{"id":"2155902968","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627560112,"share":"https://ttm.financial/m/news/2155902968?lang=&edition=fundamental","pubTime":"2021-07-29 20:01","market":"hk","language":"en","title":"Mastercard Q2 Adj. EPS $1.95 Beats $1.72 Estimate, Sales $4.50B Beat $4.34B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2155902968","media":"Benzinga","summary":"Mastercard (NYSE:MA) reported quarterly earnings of $1.95 per share which beat the analyst consensus estimate of $1.72 by 13.37 percent. This is a 43.38 percent increase over earnings of $1.36 per share from the same","content":"<html><body><p>Mastercard (NYSE:MA) reported quarterly earnings of $1.95 per share which beat the analyst consensus estimate of $1.72 by 13.37 percent. This is a 43.38 percent increase over earnings of $1.36 per share from the same period last year.  The company reported quarterly sales of $4.50 billion which beat the analyst consensus estimate of $4.34 billion by 3.69 percent.  This is a 34.93 percent increase over sales of $3.33 billion the same period last year.</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>Mastercard Q2 Adj. EPS $1.95 Beats $1.72 Estimate, Sales $4.50B Beat $4.34B Estimate</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\">\nMastercard Q2 Adj. EPS $1.95 Beats $1.72 Estimate, Sales $4.50B Beat $4.34B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-29 20:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Mastercard (NYSE:MA) reported quarterly earnings of $1.95 per share which beat the analyst consensus estimate of $1.72 by 13.37 percent. This is a 43.38 percent increase over earnings of $1.36 per share from the same period last year.  The company reported quarterly sales of $4.50 billion which beat the analyst consensus estimate of $4.34 billion by 3.69 percent.  This is a 34.93 percent increase over sales of $3.33 billion the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MA":"万事达","QTWO":"Q2 Holdings Inc"},"source_url":"https://www.benzinga.com/news/earnings/21/07/22219882/mastercard-q2-adj-eps-1-95-beats-1-72-estimate-sales-4-50b-beat-4-34b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155902968","content_text":"Mastercard (NYSE:MA) reported quarterly earnings of $1.95 per share which beat the analyst consensus estimate of $1.72 by 13.37 percent. This is a 43.38 percent increase over earnings of $1.36 per share from the same period last year.  The company reported quarterly sales of $4.50 billion which beat the analyst consensus estimate of $4.34 billion by 3.69 percent.  This is a 34.93 percent increase over sales of $3.33 billion the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800333377,"gmtCreate":1627276587899,"gmtModify":1703486559930,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/800333377","repostId":"1100772026","repostType":4,"repost":{"id":"1100772026","kind":"news","pubTimestamp":1627254622,"share":"https://ttm.financial/m/news/1100772026?lang=&edition=fundamental","pubTime":"2021-07-26 07:10","market":"us","language":"en","title":"Apple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1100772026","media":"Barrons","summary":"It’s the busiest week of second-quarter earnings season. About $one$ third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, $Visa$, $AMD$, UPS, General Electric, $3M$, and Starbucks headline a 42-report day.$Facebook$, Shopify, Boeing, Ford Motor, $PayPal$ Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday.","content":"<p>It’s the busiest week of second-quarter earnings season. About <a href=\"https://laohu8.com/S/AONE.U\">one</a> third of S&amp;P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, <a href=\"https://laohu8.com/S/V\">Visa</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, UPS, General Electric, <a href=\"https://laohu8.com/S/MMM\">3M</a>, and Starbucks headline a 42-report day.</p>\n<p><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Shopify, Boeing, Ford Motor, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday. Finally, Exxon Mobil, Caterpillar, <a href=\"https://laohu8.com/S/CHTR\">Charter Communications</a>, Chevron, and Procter &amp; Gamble close the week on Friday.</p>\n<p><img src=\"https://static.tigerbbs.com/4564430f7fe9649d97a7a105615955e5\" tg-width=\"1562\" tg-height=\"676\" referrerpolicy=\"no-referrer\">There will be plenty of action on the economic calendar this week too. The Federal Reserve’s policy committee wraps up a two-day meeting on Wednesday. A change in interest rates is off the table, but officials could reveal more information about their timeline for reducing bond purchases. Fed Chair Jerome Powell’s post-meeting press conference will be must-watch viewing.</p>\n<p>On Thursday, the Bureau of Economic Analysis publishes its first official estimate of second-quarter U.S. gross domestic product. Economists are expecting a white-hot 9.1% seasonally adjusted annual growth rate, up from 6.4% in the first quarter.</p>\n<p>Other data out this week include the Conference Board’s Consumer Confidence Index for July and the Commerce Department’s durable goods orders for June, both on Tuesday. The latter is often viewed as a decent proxy for business investment.</p>\n<p>Monday 7/26</p>\n<p>Cadence Design Systems, Hasbro, Lockheed Martin, Otis Worldwide, and Tesla report quarterly results.</p>\n<p>The Census Bureau reports new single-family home sales for June. Economists forecast a seasonally adjusted annual rate of 800,000 new homes sold, 4% more than May’s 769,000.</p>\n<p>Tuesday 7/27</p>\n<p>It’s a big day for megacap tech earnings. Alphabet, Apple, and Microsoft will release quarterly results. The three companies are among the five largest globally by market value, worth a combined $6.4 trillion.</p>\n<p>3M, Advanced Micro Devices, Chubb, Ecolab, General Electric, Invesco, Mondelez International, MSCI, Raytheon Technologies, Starbucks, United Parcel Service, and Visa announce earnings.</p>\n<p>The Conference Board releases its Consumer Confidence Index for July. Consensus estimate is for a 124 reading, lower than June’s 127.3. The June figure was the highest for the index since the beginning of the pandemic.</p>\n<p>S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> releases its Case-Shiller National Home Price Index for May. Expectations are for a 16.4% year-over-year rise, after a 14.6% jump in April. The April spike was a record for the index going back to 1988, when data were first collected.</p>\n<p>Wednesday 7/28</p>\n<p>Automatic Data Processing, Boeing, Bristol Myers Squibb, Facebook, Ford Motor, Generac Holdings, McDonald’s, Moody’s, Norfolk Southern, PayPal Holdings, Pfizer, Qualcomm, Shopify, and Thermo Fisher Scientific release quarterly results.</p>\n<p>The Federal Open Market Committee announces its monetary-policy decision. The FOMC is expected to leave the federal-funds rate unchanged near zero. Wall Street expects the central bank to announce a timeline for reducing its bond purchases, currently about $120 billion a month, at some time between now and the September meeting.</p>\n<p>Thursday 7/29</p>\n<p>Altria Group, Amazon.com, Comcast, Hershey, Hilton Worldwide Holdings, Mastercard, Merck, Molson Coors Beverage, Northrop Grumman, and T-Mobile US hold conference calls to discuss earnings.</p>\n<p>Robinhood Markets, the zero-commission investment app, is expected to begin trading on the Nasdaq exchange under the ticker HOOD. Robinhood plans to offer 55 million shares at $38 to $42 a share, which would value the company at roughly $35 billion.</p>\n<p>The Bureau of Economic Analysis reports its preliminary estimate of second-quarter gross domestic product. Economists forecast a 9.1% seasonally adjusted annual growth rate, following a 6.4% increase in the first quarter. The Federal Reserve currently projects 7% GDP growth for 2021, which would be the fastest rate of growth since 1984.</p>\n<p>Friday 7/30</p>\n<p>AbbVie, Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Exxon Mobil, Procter &amp; Gamble, and Weyerhaeuser report quarterly results.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 07:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s the busiest week of second-quarter earnings season. About one third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","TSLA":"特斯拉","AMZN":"亚马逊","BA":"波音","PYPL":"PayPal","FORD":"福沃德工业","AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100772026","content_text":"It’s the busiest week of second-quarter earnings season. About one third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, Visa, AMD, UPS, General Electric, 3M, and Starbucks headline a 42-report day.\nFacebook, Shopify, Boeing, Ford Motor, PayPal Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday. Finally, Exxon Mobil, Caterpillar, Charter Communications, Chevron, and Procter & Gamble close the week on Friday.\nThere will be plenty of action on the economic calendar this week too. The Federal Reserve’s policy committee wraps up a two-day meeting on Wednesday. A change in interest rates is off the table, but officials could reveal more information about their timeline for reducing bond purchases. Fed Chair Jerome Powell’s post-meeting press conference will be must-watch viewing.\nOn Thursday, the Bureau of Economic Analysis publishes its first official estimate of second-quarter U.S. gross domestic product. Economists are expecting a white-hot 9.1% seasonally adjusted annual growth rate, up from 6.4% in the first quarter.\nOther data out this week include the Conference Board’s Consumer Confidence Index for July and the Commerce Department’s durable goods orders for June, both on Tuesday. The latter is often viewed as a decent proxy for business investment.\nMonday 7/26\nCadence Design Systems, Hasbro, Lockheed Martin, Otis Worldwide, and Tesla report quarterly results.\nThe Census Bureau reports new single-family home sales for June. Economists forecast a seasonally adjusted annual rate of 800,000 new homes sold, 4% more than May’s 769,000.\nTuesday 7/27\nIt’s a big day for megacap tech earnings. Alphabet, Apple, and Microsoft will release quarterly results. The three companies are among the five largest globally by market value, worth a combined $6.4 trillion.\n3M, Advanced Micro Devices, Chubb, Ecolab, General Electric, Invesco, Mondelez International, MSCI, Raytheon Technologies, Starbucks, United Parcel Service, and Visa announce earnings.\nThe Conference Board releases its Consumer Confidence Index for July. Consensus estimate is for a 124 reading, lower than June’s 127.3. The June figure was the highest for the index since the beginning of the pandemic.\nS&P CoreLogic releases its Case-Shiller National Home Price Index for May. Expectations are for a 16.4% year-over-year rise, after a 14.6% jump in April. The April spike was a record for the index going back to 1988, when data were first collected.\nWednesday 7/28\nAutomatic Data Processing, Boeing, Bristol Myers Squibb, Facebook, Ford Motor, Generac Holdings, McDonald’s, Moody’s, Norfolk Southern, PayPal Holdings, Pfizer, Qualcomm, Shopify, and Thermo Fisher Scientific release quarterly results.\nThe Federal Open Market Committee announces its monetary-policy decision. The FOMC is expected to leave the federal-funds rate unchanged near zero. Wall Street expects the central bank to announce a timeline for reducing its bond purchases, currently about $120 billion a month, at some time between now and the September meeting.\nThursday 7/29\nAltria Group, Amazon.com, Comcast, Hershey, Hilton Worldwide Holdings, Mastercard, Merck, Molson Coors Beverage, Northrop Grumman, and T-Mobile US hold conference calls to discuss earnings.\nRobinhood Markets, the zero-commission investment app, is expected to begin trading on the Nasdaq exchange under the ticker HOOD. Robinhood plans to offer 55 million shares at $38 to $42 a share, which would value the company at roughly $35 billion.\nThe Bureau of Economic Analysis reports its preliminary estimate of second-quarter gross domestic product. Economists forecast a 9.1% seasonally adjusted annual growth rate, following a 6.4% increase in the first quarter. The Federal Reserve currently projects 7% GDP growth for 2021, which would be the fastest rate of growth since 1984.\nFriday 7/30\nAbbVie, Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Exxon Mobil, Procter & Gamble, and Weyerhaeuser report quarterly results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175784570,"gmtCreate":1627049360690,"gmtModify":1703483334816,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"[Drowsy]&nbsp;//<a href=\"https://laohu8.com/U/3560241002253187\">@CL777</a>:Not again","listText":"[Drowsy]&nbsp;//<a href=\"https://laohu8.com/U/3560241002253187\">@CL777</a>:Not again","text":"[Drowsy] //@CL777:Not again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175784570","repostId":"2153670096","repostType":4,"repost":{"id":"2153670096","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1626996120,"share":"https://ttm.financial/m/news/2153670096?lang=&edition=fundamental","pubTime":"2021-07-23 07:22","market":"hk","language":"en","title":"Intel stock ticks lower as outlook barely clears Wall Street expectations following beat","url":"https://stock-news.laohu8.com/highlight/detail?id=2153670096","media":"Dow Jones","summary":"Revenue tops estimates while declining for fourth straight quarter\nIntel Corp. shares weakened in th","content":"<p>Revenue tops estimates while declining for fourth straight quarter</p>\n<p>Intel Corp. shares weakened in the extended session Thursday after the chip maker topped expectations, but its outlook barely surpassed the average forecast from Wall Street analysts.</p>\n<p>Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> shares were last down 1% in the extended session, following an initial 3% uptick in after-hours trading. Shares closed down 0.5% in the regular session at $55.96.</p>\n<p>Intel reported second-quarter net income of $5.06 billion, or $1.24 a share, compared with $5.11 billion, or $1.19 a share, in the year-ago period. After adjusting for acquisition-related expenses and other items, Intel reported earnings of $1.28 a share, compared with $1.23 a share from a year ago.</p>\n<p>Revenue declined to $19.63 billion from $19.73 billion in the year-ago quarter, for a fourth straight quarter of year-over-year revenue declines, but topped its own and analysts' estimates. Excluding the company's memory business, revenue was $18.5 billion. Analysts had estimated adjusted earnings of $1.07 a share on revenue of $17.81 billion, while Intel had forecast adjusted earnings of $1.05 a share on revenue of $18.9 billion, or $17.8 billion when removing the memory business it was divesting.</p>\n<p>\"Our second-quarter results show that our momentum is building, our execution is improving, and customers continue to choose us for leadership products,\" said Intel Chief Executive Pat Gelsinger in a statement.</p>\n<p>For the third quarter, Intel forecast revenue of about $19.1 billion, or $18.2 billion when removing the memory business, and GAAP earnings of $1.08 a share and non-GAAP earnings of $1.10 a share. Analysts on average expected adjusted third-quarter earnings of $1.09 a share on revenue of $18.11 billion.</p>\n<p>Intel's data-center group revenue declined 9% to $6.5 billion, while analysts surveyed by FactSet expected $5.84 billion.</p>\n<p>Intel's largest segment -- client-computing, the traditional PC group -- rose 6% to $10.1 billion, with analysts expecting $10.03 billion.</p>\n<p>Intel reported that nonvolatile memory-solutions revenue fell 34% to $1.1 billion, while Wall Street expected $690.8 million, and \"Internet of Things,\" or IoT, revenue rose 47% to $984 million, compared with an expected $901.5 million. <a href=\"https://laohu8.com/S/MBLY\">Mobileye</a> revenue soared 124% to $327 million, but the Street had expected $361.4 million.</p>\n<p>Over the past 12 months, Intel stock has fallen 8%. Over the same period, the Dow Jones Industrial Average -- which counts Intel as a component -- has gained 29%, the S&amp;P 500 index has climbed 33%, the tech-heavy Nasdaq Composite Index has advanced 37%, and the PHLX Semiconductor Index has surged 55%.</p>\n<p>On Wednesday, Texas Instruments Inc. <a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a>kicked off earnings season for U.S. chip makers, amid a global semiconductor shortage.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel stock ticks lower as outlook barely clears Wall Street expectations following beat</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\">\nIntel stock ticks lower as outlook barely clears Wall Street expectations following beat\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\">2021-07-23 07:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Revenue tops estimates while declining for fourth straight quarter</p>\n<p>Intel Corp. shares weakened in the extended session Thursday after the chip maker topped expectations, but its outlook barely surpassed the average forecast from Wall Street analysts.</p>\n<p>Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> shares were last down 1% in the extended session, following an initial 3% uptick in after-hours trading. Shares closed down 0.5% in the regular session at $55.96.</p>\n<p>Intel reported second-quarter net income of $5.06 billion, or $1.24 a share, compared with $5.11 billion, or $1.19 a share, in the year-ago period. After adjusting for acquisition-related expenses and other items, Intel reported earnings of $1.28 a share, compared with $1.23 a share from a year ago.</p>\n<p>Revenue declined to $19.63 billion from $19.73 billion in the year-ago quarter, for a fourth straight quarter of year-over-year revenue declines, but topped its own and analysts' estimates. Excluding the company's memory business, revenue was $18.5 billion. Analysts had estimated adjusted earnings of $1.07 a share on revenue of $17.81 billion, while Intel had forecast adjusted earnings of $1.05 a share on revenue of $18.9 billion, or $17.8 billion when removing the memory business it was divesting.</p>\n<p>\"Our second-quarter results show that our momentum is building, our execution is improving, and customers continue to choose us for leadership products,\" said Intel Chief Executive Pat Gelsinger in a statement.</p>\n<p>For the third quarter, Intel forecast revenue of about $19.1 billion, or $18.2 billion when removing the memory business, and GAAP earnings of $1.08 a share and non-GAAP earnings of $1.10 a share. Analysts on average expected adjusted third-quarter earnings of $1.09 a share on revenue of $18.11 billion.</p>\n<p>Intel's data-center group revenue declined 9% to $6.5 billion, while analysts surveyed by FactSet expected $5.84 billion.</p>\n<p>Intel's largest segment -- client-computing, the traditional PC group -- rose 6% to $10.1 billion, with analysts expecting $10.03 billion.</p>\n<p>Intel reported that nonvolatile memory-solutions revenue fell 34% to $1.1 billion, while Wall Street expected $690.8 million, and \"Internet of Things,\" or IoT, revenue rose 47% to $984 million, compared with an expected $901.5 million. <a href=\"https://laohu8.com/S/MBLY\">Mobileye</a> revenue soared 124% to $327 million, but the Street had expected $361.4 million.</p>\n<p>Over the past 12 months, Intel stock has fallen 8%. Over the same period, the Dow Jones Industrial Average -- which counts Intel as a component -- has gained 29%, the S&amp;P 500 index has climbed 33%, the tech-heavy Nasdaq Composite Index has advanced 37%, and the PHLX Semiconductor Index has surged 55%.</p>\n<p>On Wednesday, Texas Instruments Inc. <a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a>kicked off earnings season for U.S. chip makers, amid a global semiconductor shortage.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153670096","content_text":"Revenue tops estimates while declining for fourth straight quarter\nIntel Corp. shares weakened in the extended session Thursday after the chip maker topped expectations, but its outlook barely surpassed the average forecast from Wall Street analysts.\nIntel $(INTC)$ shares were last down 1% in the extended session, following an initial 3% uptick in after-hours trading. Shares closed down 0.5% in the regular session at $55.96.\nIntel reported second-quarter net income of $5.06 billion, or $1.24 a share, compared with $5.11 billion, or $1.19 a share, in the year-ago period. After adjusting for acquisition-related expenses and other items, Intel reported earnings of $1.28 a share, compared with $1.23 a share from a year ago.\nRevenue declined to $19.63 billion from $19.73 billion in the year-ago quarter, for a fourth straight quarter of year-over-year revenue declines, but topped its own and analysts' estimates. Excluding the company's memory business, revenue was $18.5 billion. Analysts had estimated adjusted earnings of $1.07 a share on revenue of $17.81 billion, while Intel had forecast adjusted earnings of $1.05 a share on revenue of $18.9 billion, or $17.8 billion when removing the memory business it was divesting.\n\"Our second-quarter results show that our momentum is building, our execution is improving, and customers continue to choose us for leadership products,\" said Intel Chief Executive Pat Gelsinger in a statement.\nFor the third quarter, Intel forecast revenue of about $19.1 billion, or $18.2 billion when removing the memory business, and GAAP earnings of $1.08 a share and non-GAAP earnings of $1.10 a share. Analysts on average expected adjusted third-quarter earnings of $1.09 a share on revenue of $18.11 billion.\nIntel's data-center group revenue declined 9% to $6.5 billion, while analysts surveyed by FactSet expected $5.84 billion.\nIntel's largest segment -- client-computing, the traditional PC group -- rose 6% to $10.1 billion, with analysts expecting $10.03 billion.\nIntel reported that nonvolatile memory-solutions revenue fell 34% to $1.1 billion, while Wall Street expected $690.8 million, and \"Internet of Things,\" or IoT, revenue rose 47% to $984 million, compared with an expected $901.5 million. Mobileye revenue soared 124% to $327 million, but the Street had expected $361.4 million.\nOver the past 12 months, Intel stock has fallen 8%. Over the same period, the Dow Jones Industrial Average -- which counts Intel as a component -- has gained 29%, the S&P 500 index has climbed 33%, the tech-heavy Nasdaq Composite Index has advanced 37%, and the PHLX Semiconductor Index has surged 55%.\nOn Wednesday, Texas Instruments Inc. $(TXN)$kicked off earnings season for U.S. chip makers, amid a global semiconductor shortage.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179122223,"gmtCreate":1626495083562,"gmtModify":1703761137028,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/179122223","repostId":"2152168594","repostType":4,"repost":{"id":"2152168594","kind":"news","pubTimestamp":1626488760,"share":"https://ttm.financial/m/news/2152168594?lang=&edition=fundamental","pubTime":"2021-07-17 10:26","market":"us","language":"en","title":"Apple Stock: Next Stop, $175?","url":"https://stock-news.laohu8.com/highlight/detail?id=2152168594","media":"TipRanks","summary":"So, Apple  is having a bad year, you say?With shares hitting an all-time high this week and the gap in performance narrowing over the past month, that conversation can now be put to rest.The uptick has coincided with reports Apple has boosted the production rate of its iPhones, instructing manufacturers to build 90 million iPhones this year, a 20% increase on the 75 million units it produced last year.The renewed optimism in all things Apple is not surprising to J.P. Morgan’s Samik Chatterjee. T","content":"<div>\n<p>So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Next Stop, $175?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Next Stop, $175?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 10:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","AAPL":"苹果","03086":"华夏纳指"},"source_url":"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2152168594","content_text":"So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the other mega-caps’ displays in 2021.\nWith shares hitting an all-time high this week and the gap in performance narrowing over the past month, that conversation can now be put to rest.\nThe uptick has coincided with reports Apple has boosted the production rate of its iPhones, instructing manufacturers to build 90 million iPhones this year, a 20% increase on the 75 million units it produced last year.\nThe renewed optimism in all things Apple is not surprising to J.P. Morgan’s Samik Chatterjee. The analyst recently told investors Apple is well set up to outperform in 2H21. In fact, the growing confidence means Chatterjee has added Apple to the firm’s Analyst Focus List as “a Growth idea.”\n“The recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print,” the 5-star analyst said, confirming Apple is also a Top Pick.\nTo reflect the increase in build rates, Chatterjee has “modestly” increased iPhone volume expectations, but of more importance to the analyst is the “path to upside” for the shares in the medium-term.\nThis is because of the potential for better iPhone 12 sales but also due to what Chatterjee considers are low expectations from the iPhone 13’s fall launch, which could create “another leg to the upside opportunity.”\nIt’s a potent mix which is given additional allure with the launch of the iPhone SE3 next year and means Apple can “not only pleasantly surprise with a more robust iPhone 13 cycle, but also has the opportunity to drive material upside to consensus expectations for FY22.”\nTo this end, Chatterjee rates Apple shares an Overweight (i.e. Buy), while slightly lifting the price target from $170 to $175. The revised figure implying shares will add 19.5% from current levels.\nSo, that’s J.P. Morgan’s view, what does the rest of the Street have in mind for Apple? Based on 20 Buys, 5 Holds and 2 Sells, the stock currently has a Moderate Buy consensus rating. The forecast is for shares to appreciate by 8% over the coming months, given the average price target clocks in at $158.62.\nTo find good ideas for tech stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.","news_type":1},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560241002253187","authorId":"3560241002253187","name":"CL777","avatar":"https://static.tigerbbs.com/e9aef3dd830373a0427a3447b1b564e3","crmLevel":6,"crmLevelSwitch":0,"idStr":"3560241002253187","authorIdStr":"3560241002253187"},"content":"Not before a correction","text":"Not before a correction","html":"Not before a correction"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147536941,"gmtCreate":1626362895183,"gmtModify":1703758793459,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Netflix and game [Observation]&nbsp;","listText":"Netflix and game [Observation]&nbsp;","text":"Netflix and game [Observation]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147536941","repostId":"1142346792","repostType":4,"repost":{"id":"1142346792","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626340179,"share":"https://ttm.financial/m/news/1142346792?lang=&edition=fundamental","pubTime":"2021-07-15 17:09","market":"us","language":"en","title":"Netflix shares rises 2.38% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1142346792","media":"Tiger Newspress","summary":"Netflix shares rises 2.38% in premarket trading.\nNetflix Inc said on Wednesday it has hired a former","content":"<p>Netflix&nbsp;shares rises 2.38% in premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/85ff4c5e13d8cfad632ae6f299ddaef8\" tg-width=\"1284\" tg-height=\"613\">Netflix Inc said on Wednesday it has hired a former&nbsp;Facebook&nbsp;executive to lead its video games unit as the company ramps up its efforts to grow beyond its traditional streaming business.</p>\n<p>The streaming giant hired Mike Verdu, who was most recently a Facebook vice president, asVPof game development and he will report to Chief Operating Officer Greg Peters.</p>\n<p>Netflix's expansion comes at a time when the company is looking at new ways to draw in subscribers in an attempt to stave off fierce competition from the likes of Disney+ , Apple TV+ and AT&amp;T's HBO Max.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix shares rises 2.38% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix shares rises 2.38% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-15 17:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Netflix&nbsp;shares rises 2.38% in premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/85ff4c5e13d8cfad632ae6f299ddaef8\" tg-width=\"1284\" tg-height=\"613\">Netflix Inc said on Wednesday it has hired a former&nbsp;Facebook&nbsp;executive to lead its video games unit as the company ramps up its efforts to grow beyond its traditional streaming business.</p>\n<p>The streaming giant hired Mike Verdu, who was most recently a Facebook vice president, asVPof game development and he will report to Chief Operating Officer Greg Peters.</p>\n<p>Netflix's expansion comes at a time when the company is looking at new ways to draw in subscribers in an attempt to stave off fierce competition from the likes of Disney+ , Apple TV+ and AT&amp;T's HBO Max.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142346792","content_text":"Netflix shares rises 2.38% in premarket trading.\nNetflix Inc said on Wednesday it has hired a former Facebook executive to lead its video games unit as the company ramps up its efforts to grow beyond its traditional streaming business.\nThe streaming giant hired Mike Verdu, who was most recently a Facebook vice president, asVPof game development and he will report to Chief Operating Officer Greg Peters.\nNetflix's expansion comes at a time when the company is looking at new ways to draw in subscribers in an attempt to stave off fierce competition from the likes of Disney+ , Apple TV+ and AT&T's HBO Max.","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144962168,"gmtCreate":1626262327954,"gmtModify":1703756563204,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Not only overbought, it’s “extremely overbought” [Observation]&nbsp;","listText":"Not only overbought, it’s “extremely overbought” [Observation]&nbsp;","text":"Not only overbought, it’s “extremely overbought” [Observation]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144962168","repostId":"1160878205","repostType":4,"repost":{"id":"1160878205","kind":"news","pubTimestamp":1626253788,"share":"https://ttm.financial/m/news/1160878205?lang=&edition=fundamental","pubTime":"2021-07-14 17:09","market":"us","language":"en","title":"Apple And Amazon Are Leading The Stock Market To Extremely Overbought Levels","url":"https://stock-news.laohu8.com/highlight/detail?id=1160878205","media":"seekingalpha","summary":"Summary\n\nThe Nasdaq 100 is now in rarely seen overbought levels.\nThe majority of the time when the i","content":"<p><b>Summary</b></p>\n<ul>\n <li>The Nasdaq 100 is now in rarely seen overbought levels.</li>\n <li>The majority of the time when the index was this overbought a sharp correction followed.</li>\n <li>Apple and Amazon appear to be leading the charge on the latest price movement.</li>\n</ul>\n<p>The Invesco QQQ ETF (QQQ) (NASDAQ 100) and the technology sector, in general, have reached dangerously overbought levels. These levels are not all that dissimilar to what was witnessed in August and September of 2020. That period, of course, led to a period of strong volatility through the end of October and ultimately the group's underperformance vs. the S&amp;P 500 for some time.</p>\n<p>Amazon (AMZN) and Apple (AAPL) are two of the stocks leading the charge, and they, too, just like the broader index, are now extremely overbought. This has nothing to do with their long-term fundamental prospect.</p>\n<p>It appears investors continue to dump thereflation tradeand are moving into the technology/growth names as interest rates have fallen. However, this has created severely overheated conditions, which can be seen through technical and options market analysis.</p>\n<p><b>Extremely Overbought</b></p>\n<p>The relative strength index on the NASDAQ 100 ETF is currently above 77. Levels this high on the RSI over time lead to rather steep declines in the NASDAQ 100 ETF. While that doesn't always have to be the case, on at least 4 of the past 6 occasions since 2017, the NASDAQ experienced a 10% pullback or more following the RSI getting to this level. The other two times saw flat price action or a drawdown of around 6%.</p>\n<p><img src=\"https://static.tigerbbs.com/62338c2b12bb90d24d73dd75e14fa44f\" tg-width=\"640\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p>\n<p>Additionally, there has been an increase in call buying activity in some of the biggest NASDAQ components, such as Apple and Amazon. Each of which has surged to an all-time high in recent days. This appears to have the marking of what is a gamma squeeze. This is when we see a lot of call buying forcing market makers to buy more of the underlying stock, which helps drive the stock price higher. It also results in the market maker raising the implied volatility levels, making buying a call more expensive. This is an effort for the market maker to offset the added risk they are taking; simultaneously, volume tends to slow because the calls become more expensive. Once the options volume slows enough, the market maker is overhedged and then turns around and starts selling the stock.</p>\n<p><b>Apple and Amazon</b></p>\n<p>Call volume has exploded in Apple since the beginning of July, which has helped push the stock price higher. Additionally, it is easy to see that implied volatility levels have been rising with the stock price. This has the characteristics of a gamma squeeze.</p>\n<p><img src=\"https://static.tigerbbs.com/736e128f7b131012600b11986c4b1470\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"></p>\n<p>This can also be witnessed by watching the CBOE VIX on Apple or Amazon. The two stocks have seen a visible rise in their respective VIX reading suggesting that volatility in both has risen sharply. The last time something similar happened was in late August and early September last year, and it marked the end of the two stocks' big moves higher.</p>\n<p><img src=\"https://static.tigerbbs.com/77a8d21628bbec14b39b3c2d316b1005\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\"></p>\n<p>Like Apple, Amazon has also seen its call volume explode since the beginning of July.</p>\n<p><img src=\"https://static.tigerbbs.com/4cba6af1f06917c2355a4d09a94f0f03\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"></p>\n<p>Additionally, we have seen both Apple and Amazon reach very overbought levels in the short term. Apple's RSI has reached 81 in recent days, and while it doesn't always lead to a sharp decline in the stock, 4 out of the last 5 times it has gotten this high, it resulted in a decline of 10% or more.</p>\n<p><img src=\"https://static.tigerbbs.com/03e3483f4615a1b1dfb3bcc64256631d\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\"></p>\n<p>Like Apple, Amazon has seen its RSI climb to over 77, and like Apple, it doesn't always result in the stock falling sharply. But at least 7 out of the last 8 times the stock's RSI has reached a level this extreme has resulted in a pullback of 10% or more.</p>\n<p><img src=\"https://static.tigerbbs.com/666382d7cd3012f5525983b62d9bf4fa\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\"></p>\n<p>Of course, none of this happening is likely a coincidence; in fact, it is probably because this Friday marks the monthly expiration date. This means that the options market is holding the equity market in place right now and helps to offer support to it. Once the options market \"resets\" next week, things could change rather dramatically.</p>\n<p>None of this is to say the market will suffer a pullback immediately, but clearly, the odds appear to be starting to favor that time may be sooner rather than later.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple And Amazon Are Leading The Stock Market To Extremely Overbought Levels</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple And Amazon Are Leading The Stock Market To Extremely Overbought Levels\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 17:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4439049-apple-and-amazon-are-leading-the-stock-market-to-extremely-overbought-levels><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe Nasdaq 100 is now in rarely seen overbought levels.\nThe majority of the time when the index was this overbought a sharp correction followed.\nApple and Amazon appear to be leading the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4439049-apple-and-amazon-are-leading-the-stock-market-to-extremely-overbought-levels\">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://seekingalpha.com/article/4439049-apple-and-amazon-are-leading-the-stock-market-to-extremely-overbought-levels","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1160878205","content_text":"Summary\n\nThe Nasdaq 100 is now in rarely seen overbought levels.\nThe majority of the time when the index was this overbought a sharp correction followed.\nApple and Amazon appear to be leading the charge on the latest price movement.\n\nThe Invesco QQQ ETF (QQQ) (NASDAQ 100) and the technology sector, in general, have reached dangerously overbought levels. These levels are not all that dissimilar to what was witnessed in August and September of 2020. That period, of course, led to a period of strong volatility through the end of October and ultimately the group's underperformance vs. the S&P 500 for some time.\nAmazon (AMZN) and Apple (AAPL) are two of the stocks leading the charge, and they, too, just like the broader index, are now extremely overbought. This has nothing to do with their long-term fundamental prospect.\nIt appears investors continue to dump thereflation tradeand are moving into the technology/growth names as interest rates have fallen. However, this has created severely overheated conditions, which can be seen through technical and options market analysis.\nExtremely Overbought\nThe relative strength index on the NASDAQ 100 ETF is currently above 77. Levels this high on the RSI over time lead to rather steep declines in the NASDAQ 100 ETF. While that doesn't always have to be the case, on at least 4 of the past 6 occasions since 2017, the NASDAQ experienced a 10% pullback or more following the RSI getting to this level. The other two times saw flat price action or a drawdown of around 6%.\n\nAdditionally, there has been an increase in call buying activity in some of the biggest NASDAQ components, such as Apple and Amazon. Each of which has surged to an all-time high in recent days. This appears to have the marking of what is a gamma squeeze. This is when we see a lot of call buying forcing market makers to buy more of the underlying stock, which helps drive the stock price higher. It also results in the market maker raising the implied volatility levels, making buying a call more expensive. This is an effort for the market maker to offset the added risk they are taking; simultaneously, volume tends to slow because the calls become more expensive. Once the options volume slows enough, the market maker is overhedged and then turns around and starts selling the stock.\nApple and Amazon\nCall volume has exploded in Apple since the beginning of July, which has helped push the stock price higher. Additionally, it is easy to see that implied volatility levels have been rising with the stock price. This has the characteristics of a gamma squeeze.\n\nThis can also be witnessed by watching the CBOE VIX on Apple or Amazon. The two stocks have seen a visible rise in their respective VIX reading suggesting that volatility in both has risen sharply. The last time something similar happened was in late August and early September last year, and it marked the end of the two stocks' big moves higher.\n\nLike Apple, Amazon has also seen its call volume explode since the beginning of July.\n\nAdditionally, we have seen both Apple and Amazon reach very overbought levels in the short term. Apple's RSI has reached 81 in recent days, and while it doesn't always lead to a sharp decline in the stock, 4 out of the last 5 times it has gotten this high, it resulted in a decline of 10% or more.\n\nLike Apple, Amazon has seen its RSI climb to over 77, and like Apple, it doesn't always result in the stock falling sharply. But at least 7 out of the last 8 times the stock's RSI has reached a level this extreme has resulted in a pullback of 10% or more.\n\nOf course, none of this happening is likely a coincidence; in fact, it is probably because this Friday marks the monthly expiration date. This means that the options market is holding the equity market in place right now and helps to offer support to it. Once the options market \"resets\" next week, things could change rather dramatically.\nNone of this is to say the market will suffer a pullback immediately, but clearly, the odds appear to be starting to favor that time may be sooner rather than later.","news_type":1},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145595703,"gmtCreate":1626228766902,"gmtModify":1703755937972,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"High to enter now","listText":"High to enter now","text":"High to enter now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/145595703","repostId":"1122284181","repostType":4,"repost":{"id":"1122284181","kind":"news","pubTimestamp":1626221830,"share":"https://ttm.financial/m/news/1122284181?lang=&edition=fundamental","pubTime":"2021-07-14 08:17","market":"us","language":"en","title":"Cramer: The News About Apple Is All Wrong","url":"https://stock-news.laohu8.com/highlight/detail?id=1122284181","media":"The Street","summary":"Jim Cramer writes on Real Money that banking on what commentators have to say about Apple is not the","content":"<blockquote>\n Jim Cramer writes on Real Money that banking on what commentators have to say about Apple is not the way to make bank on Apple.\n</blockquote>\n<p>Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;is one of the news media’s favorite companies to scrutinize, something which can provide as much confusion as clarity to investors, TheStreet’s Jim Cramer explained in a recent Real Money column.</p>\n<p>Cramer looked at how and why many investors missed the opportunity to buy Apple at its bottom price of $116 in March but now are buying at higher prices.</p>\n<p>Apple shares are up nearly 10% in the past three months, and ended last week at $145.11</p>\n<p>“Stunned that suddenly people are buying the breakout of the stock, I decided to go back and look at the breakdown to see if you could have spotted a bottom, the opportunity of the year to buy the stock of this amazing company when it was falling off a cliff,” Cramer wrote.</p>\n<p>Cramer found that the media focus on unconfirmed reports about issues such as order volume, combined with the enigmatic nature of Apple itself, helped create confusion and doubt about a company whose stock was actually about to rise.</p>\n<p>“Here are some sample headlines from some important publications on the day it hit bottom: ‘Apple falls toward 3-month low, bear market now in sight.’ Or how about this one: ‘Apple's stock in danger of lowest close since November,’” Cramer wrote.</p>\n<p>Cramer looks at how numerous commentators missed the signs of opportunity.</p>\n<p>“Apple is famous for not allowing companies to talk about orders or business done with the company, something that makes it difficult to figure out how the company is doing, at least according to suppliers. But that doesn't stop the press from trying,” he wrote.</p>\n<p>He suggests that banking on what commentators say is not the way to make bank on Apple.</p>\n<p>“What matters is this: You got an opportunity. However, it was so hard to take that it is a constant reminder that it is not worth trading Apple around different commentary and so-called news. Better to just, like always, own the stock,” Cramer wrote.</p>","source":"lsy1610613172068","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>Cramer: The News About Apple Is All Wrong</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\">\nCramer: The News About Apple Is All Wrong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 08:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/jim-cramer/cramer-the-news-about-apple-is-all-wrong><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jim Cramer writes on Real Money that banking on what commentators have to say about Apple is not the way to make bank on Apple.\n\nApple (AAPL) -Get Report is one of the news media’s favorite companies ...</p>\n\n<a href=\"https://www.thestreet.com/jim-cramer/cramer-the-news-about-apple-is-all-wrong\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/jim-cramer/cramer-the-news-about-apple-is-all-wrong","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122284181","content_text":"Jim Cramer writes on Real Money that banking on what commentators have to say about Apple is not the way to make bank on Apple.\n\nApple (AAPL) -Get Report is one of the news media’s favorite companies to scrutinize, something which can provide as much confusion as clarity to investors, TheStreet’s Jim Cramer explained in a recent Real Money column.\nCramer looked at how and why many investors missed the opportunity to buy Apple at its bottom price of $116 in March but now are buying at higher prices.\nApple shares are up nearly 10% in the past three months, and ended last week at $145.11\n“Stunned that suddenly people are buying the breakout of the stock, I decided to go back and look at the breakdown to see if you could have spotted a bottom, the opportunity of the year to buy the stock of this amazing company when it was falling off a cliff,” Cramer wrote.\nCramer found that the media focus on unconfirmed reports about issues such as order volume, combined with the enigmatic nature of Apple itself, helped create confusion and doubt about a company whose stock was actually about to rise.\n“Here are some sample headlines from some important publications on the day it hit bottom: ‘Apple falls toward 3-month low, bear market now in sight.’ Or how about this one: ‘Apple's stock in danger of lowest close since November,’” Cramer wrote.\nCramer looks at how numerous commentators missed the signs of opportunity.\n“Apple is famous for not allowing companies to talk about orders or business done with the company, something that makes it difficult to figure out how the company is doing, at least according to suppliers. But that doesn't stop the press from trying,” he wrote.\nHe suggests that banking on what commentators say is not the way to make bank on Apple.\n“What matters is this: You got an opportunity. However, it was so hard to take that it is a constant reminder that it is not worth trading Apple around different commentary and so-called news. Better to just, like always, own the stock,” Cramer wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148242598,"gmtCreate":1625982845014,"gmtModify":1703751627876,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/148242598","repostId":"1101087642","repostType":4,"repost":{"id":"1101087642","kind":"news","pubTimestamp":1625885700,"share":"https://ttm.financial/m/news/1101087642?lang=&edition=fundamental","pubTime":"2021-07-10 10:55","market":"us","language":"en","title":"Banks Are About to Kick Off Earnings Season. Keep an Eye on Citigroup.","url":"https://stock-news.laohu8.com/highlight/detail?id=1101087642","media":"Barrons","summary":"Bank investors are hoping for something to get excited about this coming week when JPMorgan Chase, G","content":"<p>Bank investors are hoping for something to get excited about this coming week when JPMorgan Chase, Goldman Sachs Group, and others report second-quarter results. They shouldn’t get their hopes up.</p>\n<p>It’s not that there hasn’t been good news for bank stocks. Just last month, the biggest banks easily passed the Federal Reserve’s annual stress tests, paving the way for them to return capital to shareholders without restrictions. They’ve also gotten a lift from improving economic conditions, the release of reserves set aside for&nbsp;bad loans that never materialized, and continued trading and deal-making activity. Banks have controlled what they can control and have come out the other side better for it.</p>\n<p>But there’s one thing banks can’t control—bond yields. The&nbsp;SPDR S&amp;P Bank&nbsp;exchange-traded fund (ticker: KBE) gained around 30% to start the year as the 10-year yield climbed as high as 1.75%. The ETF has given back about half its gains as the 10-year yield dropped below 1.3% this past week. While bank earnings should contain&nbsp;a lot of good news, there may not be enough to get the group moving higher. In fact, the opposite might be true.</p>\n<p>Banks have proven they have a solid foundation, but the next leg of growth is more uncertain. Few expect that trading activity—which soared last year amid volatile market conditions—will match last year’s torrid pace. Across the sector, second-quarter trading revenue likely declined by roughly 30% year over year. Expectations of reserve releases and capital return to shareholders have already been priced into the shares.As for loan growth, expectations are weak as loan activity has likely been muted.</p>\n<p>Bank stocks aren’t nearly as cheap as they were a year ago, when many were trading below tangible book value, but compared with the broad market, they still look cheap. The&nbsp;SPDR S&amp;P Bank ETF&nbsp;currently trades at 11.1 times 12-month forward earnings, while the S&amp;P 500 trades at 21.6 times.</p>\n<p>Against this backdrop, with banks strong but perhaps not as exciting and certainly not as cheap, few are as cheap as&nbsp;Citigroup(C), which trades at just 0.9 times tangible book and offers a 3% yield after falling 13% over the past month. Analysts surveyed by FactSet expect that Citigroup will earn $1.99 per share—roughly a fourfold increase from the challenging year-ago quarter.</p>\n<p>Barron’s&nbsp;highlighted Citigroup&nbsp;earlier this year&nbsp;just as Jane Fraser was poised to become CEO. Prior to Fraser claiming the top spot, the bank was hit with a consent order by regulators for weaknesses in its internal controls. While there has been some analyst skepticism about how quickly Citigroup can correct those issues and at what cost, the Street generally agrees that with Fraser at the helm, the bank has a renewed sense of urgency&nbsp;to streamline its operations.</p>\n<p>Citi’s cheap valuation makes up for a lot of those issues, says KBW analyst&nbsp;David Konrad. “We are assuming coverage of Citigroup with an Outperform rating partly due to a discounted valuation but also due to the negative sentiment on the stock,” he writes. Konrad sees Citi stock trading at $85 a share, almost 25% above Friday’s close.</p>\n<p>It may take time, but Citi stock should pay off for patient investors.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Banks Are About to Kick Off Earnings Season. Keep an Eye on Citigroup.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBanks Are About to Kick Off Earnings Season. Keep an Eye on Citigroup.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/citigroup-bank-stocks-earnings-season-51625876082?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank investors are hoping for something to get excited about this coming week when JPMorgan Chase, Goldman Sachs Group, and others report second-quarter results. They shouldn’t get their hopes up.\nIt’...</p>\n\n<a href=\"https://www.barrons.com/articles/citigroup-bank-stocks-earnings-season-51625876082?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C":"花旗"},"source_url":"https://www.barrons.com/articles/citigroup-bank-stocks-earnings-season-51625876082?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101087642","content_text":"Bank investors are hoping for something to get excited about this coming week when JPMorgan Chase, Goldman Sachs Group, and others report second-quarter results. They shouldn’t get their hopes up.\nIt’s not that there hasn’t been good news for bank stocks. Just last month, the biggest banks easily passed the Federal Reserve’s annual stress tests, paving the way for them to return capital to shareholders without restrictions. They’ve also gotten a lift from improving economic conditions, the release of reserves set aside for bad loans that never materialized, and continued trading and deal-making activity. Banks have controlled what they can control and have come out the other side better for it.\nBut there’s one thing banks can’t control—bond yields. The SPDR S&P Bank exchange-traded fund (ticker: KBE) gained around 30% to start the year as the 10-year yield climbed as high as 1.75%. The ETF has given back about half its gains as the 10-year yield dropped below 1.3% this past week. While bank earnings should contain a lot of good news, there may not be enough to get the group moving higher. In fact, the opposite might be true.\nBanks have proven they have a solid foundation, but the next leg of growth is more uncertain. Few expect that trading activity—which soared last year amid volatile market conditions—will match last year’s torrid pace. Across the sector, second-quarter trading revenue likely declined by roughly 30% year over year. Expectations of reserve releases and capital return to shareholders have already been priced into the shares.As for loan growth, expectations are weak as loan activity has likely been muted.\nBank stocks aren’t nearly as cheap as they were a year ago, when many were trading below tangible book value, but compared with the broad market, they still look cheap. The SPDR S&P Bank ETF currently trades at 11.1 times 12-month forward earnings, while the S&P 500 trades at 21.6 times.\nAgainst this backdrop, with banks strong but perhaps not as exciting and certainly not as cheap, few are as cheap as Citigroup(C), which trades at just 0.9 times tangible book and offers a 3% yield after falling 13% over the past month. Analysts surveyed by FactSet expect that Citigroup will earn $1.99 per share—roughly a fourfold increase from the challenging year-ago quarter.\nBarron’s highlighted Citigroup earlier this year just as Jane Fraser was poised to become CEO. Prior to Fraser claiming the top spot, the bank was hit with a consent order by regulators for weaknesses in its internal controls. While there has been some analyst skepticism about how quickly Citigroup can correct those issues and at what cost, the Street generally agrees that with Fraser at the helm, the bank has a renewed sense of urgency to streamline its operations.\nCiti’s cheap valuation makes up for a lot of those issues, says KBW analyst David Konrad. “We are assuming coverage of Citigroup with an Outperform rating partly due to a discounted valuation but also due to the negative sentiment on the stock,” he writes. Konrad sees Citi stock trading at $85 a share, almost 25% above Friday’s close.\nIt may take time, but Citi stock should pay off for patient investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148246971,"gmtCreate":1625982715493,"gmtModify":1703751625288,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Choices to make when wear and tear sets in","listText":"Choices to make when wear and tear sets in","text":"Choices to make when wear and tear sets in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/148246971","repostId":"1166379040","repostType":4,"repost":{"id":"1166379040","kind":"news","pubTimestamp":1625968800,"share":"https://ttm.financial/m/news/1166379040?lang=&edition=fundamental","pubTime":"2021-07-11 10:00","market":"us","language":"en","title":"Apple AirPod batteries are almost impossible to replace, showing the need for right-to-repair reform","url":"https://stock-news.laohu8.com/highlight/detail?id=1166379040","media":"CNBC","summary":"KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before ne","content":"<div>\n<p>KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before needing to be recharged, compared to their four-to-five-hour battery life out of the box.\nBut it’s ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple AirPod batteries are almost impossible to replace, showing the need for right-to-repair reform</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple AirPod batteries are almost impossible to replace, showing the need for right-to-repair reform\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before needing to be recharged, compared to their four-to-five-hour battery life out of the box.\nBut it’s ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1166379040","content_text":"KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before needing to be recharged, compared to their four-to-five-hour battery life out of the box.\nBut it’s almost impossible to replace the battery at home because AirPods are tiny, packed with components, and hard to take apart.\nA new startup called PodSwap is aiming to make it easier to repair AirPods and keep them out of landfills or recycling plants, but its challenges show the need for right-to-repair laws.\n\nWhen AirPods were first released in 2016, they were a marvel of miniaturization.\nTo ditch cords and go wireless,Apple packed several chips, microphones and speakers into each headphone, which weigh about 4 grams. Without a cord, the earbud gets its power from a tiny cylindrical battery that has about 1% of the capacity of an iPhone’s battery.\nBut lithium-ion batteries, like those used by the AirPods, wear out the more they are used.\nSome owners have noticed that, after a few years, used AirPods eventually will last only an hour or so before needing to be recharged -- a big decay from the four-to-five-hour battery life they have when new. Because each AirPod is so small and so tightly packed into its housing, it’s almost impossible to swap out the old battery for a new one. Most people give up and just buy a new pair.\nThe limited lifespan of AirPods is exactly the kind of problem that the “right-to-repair” movement wants to fix. Repair shops and lobbyists that support repair reform want lawmakers to implement a variety of rules, including increased access to manuals and official parts and consumer protections around warranties.\nBut one of their most important requests is for companies to design products with repair in mind, instead of packing gadgets with unlabeled parts and sticking them together with glue, forcing users to use a knife to take them apart.\nThis desire puts repair advocates at odds with hardware companies like Apple, whose business models depend on customers upgrading to the latest model every few years. When Apple offered cheap iPhone battery repairs a few years ago, it hurt sales as consumers were able to hang on to their old phones for longer instead of upgrading. Apple also charges customers for repairs and extended warranties.\n“We design our products for durability in order to minimize the need for repair,” Apple wrote in an environmental report earlier this year. “But in the instance a repair is needed, we believe our customers should have convenient access to safe and reliable repair services, to get their product back up and running as quickly as possible.”\nThe right-to-repair movement gains steam\nPolicymakers have started to engage more closely with right-to-repair advocates in recent years. State-level bills have been introduced in a majority of states, but electronics companies have lobbied against them and none have passed.\nIn May, the Federal Trade Commission released a 56-page report on repair restrictions, concluding that repair restrictions have “steered consumers into manufacturers’ repair networks or to replace products before the end of their useful lives” — exactly the problem users are running into with their AirPods.\nThe Biden administration on Friday ordered the FTC to write new regulations targeted at limiting manufacturers’ ability to hamper independent or do-it-yourself repairs as part of a sweeping executive order. New repair rules have not yet been drafted.\n“Tech and other companies impose restrictions on self and third-party repairs, making repairs more costly and time-consuming, such as by restricting the distribution of parts, diagnostics, and repair tools,” the White House wrote in a fact sheet about the order on Friday, linking to a story about fixing Apple products. Apple declined to comment on the White House executive order.\nThe FTC has not said what it plans to do, but repair advocates want a few key policy changes, as detailed in its May report. They want companies to be required to make official replacement parts available. They want access to tools that could make repairs easier without reverse-engineering the tools or parts themselves. And ultimately, they want products to be designed with longer lifespans.\nApple is not the only company that would be affected by these policies. Much of the recent pressure is on medical device companies and tractor manufacturers. But given Apple’s ubiquity, it has become a poster child for repair, especially because it promotes its environmental efforts as a corporate value.\nApple has launched a program it calls the “Independent Repair Program” which gives repair shops the option to enter into a certification process and contract with Apple in order to get access to authentic Apple parts, tools and manuals.\nApple has also reduced the price of its battery replacement for iPhones, and recent models have been designed to make it easier to replace a battery or cracked screen, according to iFixit. Plus, compared to other consumer electronics companies, Apple has a large existing network of stores and authorized repair shops.\nStill, many Apple products remain challenging to repair at home or as a business with no contact with Apple.\nThe only AirPods battery replacement company\niFixit, a company that provides disassembly instructions and sells replacement parts for gadgets, gives AirPods models a score of zero out of 10 for repairability. According to iFixit, repairing these earbuds involves soldering, hot air guns and slicing through glue — that is, if replacement battery parts are even available. In the end, a would-be home repairer would have to put the four-gram computer back together again.\nApple provides “battery service” for AirPods, at the cost of $49 per earbud. But functionally, Apple simply gives you a replacement pair, and the old earbuds are recycled. It’s not a repair, it’s a replacement. And it’s expensive. AirPods originally cost $159, so opting for battery service costs more than half of the price of a new pair.\nApple sold about 72.8 million AirPods units in 2020, according to a CounterPoint research estimate, so tens of millions of consumers will face the same lack of choice in the coming years.\nPodSwap is a Miami company founded by Emma Stritzinger and Emily Alpert which aims to keep AirPods “out of the landfill.” They’re not associated with Apple.\nThey believe they’re the only company performing AirPod battery replacements, although other companies “refurbish” old AirPods, the founders told CNBC. The company was formed after the founders experienced dying AirPods themselves and thought that upgrading or replacing them would be wasteful and impractical.\nI recently replaced a pair of AirPods that were only holding a charge for 45 minutes -- too short to complete a phone call. I paid $59 on PodSwap’s Shopify site and a few days later received a replacement pair of AirPods with new batteries. They weren’t my old AirPods, they were another set that had their batteries replaced.\nAlong with those new pods, PodSwap includes a box and a return label. It wants your old AirPods back. It then cleans and sanitizes the old pair, puts in new batteries and sends them out to the next person who wants to change the battery in their old AirPods.\nBut PodSwap faces many challenges that show why repair advocates want new rules. Alpert said the design of the AirPod makes it challenging for repair shops or companies like theirs to do a lot of battery replacements. PodSwap’s process uses both robotics and manual labor, the founders said.\n“The process was developed through trial and error and a large number of units were ‘sacrificed’ and ultimately recycled. One major challenge we faced was overcoming the uniqueness of this product. Each AirPod is assembled with slight differences, which creates complexity in the disassembly,” Alpert said.\nPodSwap plans to soon offer service for the AirPods Pro, a newer model that costs $249 and are, surprisingly, powered by a standard-sized coin battery.\nBut the AirPods Pro have many of the same problems as the first model — tight tolerances, potential damage while taking them apart, a lack of replacement parts, and a design that suggests the product was always designed to last a limited time.\n“We have found the AirPods Pro’s batteries to be more difficult to replace,” Alpert said. “The ergonomic design and tight unforgiving tolerances make it exceptionally challenging to replace the batteries repeatedly, with a high degree of efficiency.”\nPodSwap wasn’t totally seamless for me — I got sent a combination of “first generation” and “second generation” AirPods. They caused my iPhone to send error messages, but I sent an email to PodSwap and a day or two later I got a second replacement set, which worked.\nAfter that, I sent my first replacement set and my old AirPods back. The AirPods I received look and work like new.\nI plan on trying to get another four years out of them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157142146,"gmtCreate":1625575033485,"gmtModify":1703744060591,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Interesting read","listText":"Interesting read","text":"Interesting read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/157142146","repostId":"1153955441","repostType":4,"repost":{"id":"1153955441","kind":"news","pubTimestamp":1625565885,"share":"https://ttm.financial/m/news/1153955441?lang=&edition=fundamental","pubTime":"2021-07-06 18:04","market":"us","language":"en","title":"Facebook: $1 Trillion Is Just The Beginning","url":"https://stock-news.laohu8.com/highlight/detail?id=1153955441","media":"seekingalpha","summary":"Summary\n\nFacebook is now worth over $1 trillion, but growth on its platforms is slowing down.\nThe co","content":"<p><b>Summary</b></p>\n<ul>\n <li>Facebook is now worth over $1 trillion, but growth on its platforms is slowing down.</li>\n <li>The company must look elsewhere to find growth and find the next $1 trillion.</li>\n <li>I discuss Facebook's three-step plan to achieve worldwide payment dominance by leveraging its most valuable asset: attention.</li>\n</ul>\n<p>Facebook, Inc. (FB) recently passed a very significant milestone, achieving a +$1 Trillion valuation. The company has, unarguably, become the most successful advertising business in the world. But what comes now? The online advertising market has become saturated, especially in developed economies like the U.S. The number of new Facebook users is forecast to grow at itsslowest rate ever in 2021, under 1%. If Facebook wants to keep growing, it must look elsewhere.</p>\n<p>Where will the next $1 trillion come from?</p>\n<p>In this article, I lay out what I have identified to be Facebook’s three-point strategy to capture the payment industry in one fell swoop. Facebook is working on all levels to become a key player in the business of money. The company is potentially laying the groundwork to become the first corporately run “Central World Bank.”</p>\n<p><b>Step 1: One foot through the door</b></p>\n<p>Facebook is more than a social media platform, everyone knows that. The company has become way too big and consequential to be analyzed as a mere seller of advertising, though this is where most of its revenues come from. Facebook, Instagram, and WhatsApp are communication tools that add countless value to our economies, and using them to sell advertising is genius, but it barely scrapes the surface of what a company with so much reach can achieve.</p>\n<p>The first step in Facebook’s plan is establishing itself as a cheap and convenient system to make peer-to-peer transactions. You already have the Facebook/Instagram/WhatsApp app on your phone. These apps already connect you with most of the people you know, so why not use these apps to send money? Facebook has already achieved the hardest part of the customer acquisition journey, getting your “trust” and their app on your phone. All that is missing is some banking/credit card information.</p>\n<p>So simple, and yet so complex. If it’s so easy for Facebook to pull this lever, why hasn’t it done so successfully already?</p>\n<p>One reason is strategy, but perhaps the biggest hurdle is regulation. Recently, Facebook made headlines when it announced that it was relaunching WhatsApp Pay in Brazil. You read that right, Brazil’s Central Banks stepped in last year tosuspend WhatsApp Payunder the guise of an “investigation” over potential threats it might pose to the nation's payments systems. Almost one year later, the company has managed torelaunch WhatsApp Pay, and this isn’t being talked about enough. Brazil has over108 million peopleusing WhatsApp, behind India with 390 million and ahead of the US with 75 million.</p>\n<p>India was the first place that WhatsApp Pay was launched, and we do have some data on the situation there.</p>\n<p>WhatsApp Paylaunched in India around December 2020. In its first operational month, WhatsApp Pay processed around $1.8 million in transactions. In February 2021, WhatsApp Pay was responsible for around $4.2 million in transactions. This is remarkable growth, but perhaps still slower adoption than some would expect.</p>\n<p>Once again, Facebook is being hampered by regulations. Just as WhatsApp Pay launched, the NPCI announced that “third-party applications offering UPI payments service can process a maximum of 30 percent of the transaction volumes starting January 1, 2021”. This means there is a cap on how many transactions WhatsApp Pay can process, and maybe one of the reasons why there was no marketing push associated with the WhatsApp Pay launch.</p>\n<p>However, it seems like the lack of adoption of WhatsApp Pay and other P2P networks may stem from a more fundamental problem. This was aptly explained by Arnav Gupta, an analyst at Forrester Research</p>\n<blockquote>\n The reason is very clear. It is the lack of use cases. Right now, WhatsApp is offering peer-to-peer (P2P) payments. There is no geography where just on the back of P2P payments, digital payments have proliferated. They don’t have those P2M transactions or use cases defined well,” Arnav Gupta, an analyst at Forrester Research told Financial Express Online.\n</blockquote>\n<p>Source:Financialexpress.com</p>\n<p>As Gupta points out, the problem is that Facebook is not yet offering a compelling system for Peer-to-Merchant transactions. But this is exactly what Facebook is working on right now.</p>\n<p><b>Step 2: Facebook is there for you</b></p>\n<p>It’s such a shame. Facebook had a lot of potential with this whole WhatsApp Pay thing. But without the ability to connect consumers with merchants and businesses it doesn’t seem like there’s much point to it. If only Facebook had a platform where these two groups of people get together to connect, discover each other’s needs, and even transact. Oh, wait a minute…</p>\n<p>Allowing peer-to-peer transactions is nice and all, but here is where Facebook stands to make the big bucks and it is where the company is now turning its attention. The first step was to get into people’s pockets, the next one is to normalize using Facebook/Instagram as a shopping platform, which could give Facebook the potential of being the default payment processor for most of the eCommerce transactions in the world. This requires two steps; turning Instagram/Facebook/WhatsApp into an actual eCommerce/Marketplace and then enabling payments.</p>\n<p>This agenda has been in play for some time. Instagram began implementing eCommerce style initiatives as far back as 2018. In the last month though, we have seen at least two huge moves pushing this reality even further. On July 1st, Facebook announced“drastic changes” to Instagram. These include the use of longer format videos and also showing content that users don’t follow. The company went as far as to say that they no longer view Instagram as a photo-sharing app. But if Instagram is no longer a photo-sharing app, what is it? I would argue Facebook is trying to turn this platform into a fully-fledged Marketplace.</p>\n<p>Why wouldn’t it? Social media is perhaps the number one tool for eCommerce businesses. There are over 1 billion people on Instagram, and71% of businessesclaim they use Instagram for marketing purposes. With over $18.1 billion in ad revenues last year. It is clear that Instagram, and to a lesser extent Facebook, is the best place to generate traffic online, which is all that matters these days. Therefore, it’s only natural for businesses to move their whole shopping experience into Instagram. One of the most important principles of eCommerce is leading the user to the checkout with as few clicks as possible, so there is a clear incentive for online sellers to do this.</p>\n<p>Instagram Shops has been around since 2017, however, Instagram checkout and Facebook Pay came out in 2019, and it is still being rolled out in other countries. Facebook has also enabled the Shop feature to be useddirectly on WhatsApp, bringing businesses and consumers one step closer.</p>\n<p>So far, Instagram checkout is powered by PayPal (PYPL), and I don’t believe Facebook adds any kind of transaction fee, which seems like the smart thing to do. For now, the most important thing is to move the shopping experience to their social media platforms, and once the company holds all the power, it can choose the best way of monetizing it.</p>\n<p>The key fact to understand here is that controlling the traffic, which Facebook does, is the most important part of the equation in today’s market. This is something I touched on in a Shopify Inc. (SHOP) vs.Amazon.com(AMZN) article, where I talked about Ben Thompson's \"Aggregation Theory.\"</p>\n<blockquote>\n This theory sustains that, due to the changes that the digital age has brought about, the power lies in those companies that control demand for abundant resources, rather than companies that control the distribution of scarce ones. Amazon is an aggregator and possesses the qualities that are associated with these entities:\n</blockquote>\n<p>You can switch Amazon for Facebook and reach the same conclusion. Facebook controls the real scarce resource, which is traffic. Moving the shopping experience to their social media platforms will put Facebook at the centre of worldwide commerce.</p>\n<p><b>Step 3: One world, One currency</b></p>\n<p>The internet has brought around a shopping experience without borders, so it only makes sense that this borderless online economy will run on one international currency through the power of technology. This is where Diem comes in.</p>\n<p>In its latest iteration, Diem will be a stablecoin linked to the dollar. Facebook has now moved its Diem operations back to the US and enlisted the help of Silvergate Bank. Originally, Diem was going to be a stablecoin made up of a basket of currencies, much like the IMF’s special drawing rights, but this idea has been scrapped for now.</p>\n<p>Diem will limit itself to acting as a dollar stablecoin, but, in practice, that is equivalent to pegging your coin to the currency of the world. The company has had to make plenty of concessions since it originally tried to launch “Libra”, but it looks like it is finally gaining some traction.</p>\n<p>Arguably, Diem does not offer anything new in terms of innovation. We have dollars, we have cryptocurrencies, and we even have stablecoins that are pegged to the dollar. So why is this special? Because Facebook is bridging the gap between cryptocurrencies and the real world. Most governments are afraid of cryptocurrencies, and perhaps they should be, but this is not a good reason not to benefit from everything blockchain technology has to offer.</p>\n<p>Through Diem, Facebook is giving regulators in the US and the West a door into the cryptocurrency space, perhaps even a way to “fight” cryptocurrencies. As it stands now, it looks like Diem will be the only Western weapon to fight the rise of the Digital Yuan, and Facebook will be at the heart of this fight.</p>\n<p>Ultimately, a world economy needs a world currency. Diem is this tool and its implementation fits perfectly into Facebook’s plan of becoming the world’s leading payment processor, and even bank. In fact, by controlling Diem, we could argue that Facebook will become the first corporately run central bank.</p>\n<p><b>Market Opportunity</b></p>\n<p>I started this article by talking about how Facebook is looking for the next trillion-dollar opportunity. While it is hard to quantify exactly how much Facebook stands to gain from these new businesses, and how the market will value the “new “ Facebook, we can make an estimate of the size of the different markets that the company is tackling. In reality, all of these moves are coming together, so the lines are a bit blurred, but let’s identify the size of the “markets” we have mentioned above specifically.</p>\n<p>Starting with P2P transactions, this market is projected to grow at a 29% CAGR through 2027,reaching a size of $558.91 billion. Of course, the biggest opportunities for Facebook are developing markets, such as Brazil, India, and Indonesia. These are places with very large populations and which are expected to outpace global GDP growth, so they are key areas for Facebook’s growth plans.</p>\n<p>In Brazil, the “mobile wallet and payment” market is projected to reach just under$152 billion by 2025.In India, the digital payment industry is set to increase three-fold toRs 7,092 trillion by 2025.</p>\n<p>Basically, through WhatsApp Pay, Facebook is looking to become the “Venmo” and “Cash App” of these developed economies. To get a sense of the potential here, Cash App took in over$5.9 billion in revenues last year.</p>\n<p>Moving on to eCommerce, Facebook is now looking to move part of this shopping experience directly into their platforms/Apps. Global eCommerce sales totalled $4.29 trillion in 2020, so it wouldn’t take much for Facebook to increase its revenues significantly if it can entrench itself as a payment option. Ultimately, Facebook would be looking to bring out something similar to Shopify’s Shop Pay. This is a payment processor that Shopify offers its merchants and from which it takes a nice transaction fee. The funny thing is that Shopify Pay is actually powered by Stripe, but that doesn’t stop Shopify from taking a nice cut.</p>\n<p>Interestingly, Shop Pay is alreadyavailable on Facebook and Instagramas a payment option as of this February. Facebook is actively collaborating with Shopify in this space, though it is still not clear how the company will make money from this.</p>\n<p>An interesting concept Facebook could pursue though is to follow Starbucks Corporation's (SBUX), \"inadvertent bank\" model. Starbucks offers its customers the option of loading money onto the Starbucks App. Customers are incentivized to do this through free products and special discounts. The great thing about this isn’t the increased customer loyalty, it’s all the money that is left lying around in these cards, which the company can use or even reinvest. In 2020 the company had around $1.4 billion of funds deposited in these cards, and by some measures, it achieved a10% return on these funds.Just imagine how much money Facebook could end up storing for users if their payment system became mainstream.</p>\n<p>But to make matters better, Facebook might be looking to become an actual bank. This looks to be the plan with Diem. If Diem launched one day, it would have all the appeal of a cryptocurrency, and the stability of a regular fiat coin. The implications for Americans, who get paid in dollars, may not seem huge, but to people in smaller nations, being able to transact and store Diem will be a game-changer.</p>\n<p>In 2020, it was calculated that the global banking system was about$2.5 trillion in size. This is Facebook's target. Also, we can add to this around2 billion peoplewho are currently unbanked, which something like Diem could tackle too.</p>\n<p><b>Takeaway</b></p>\n<p>Facebook is perhaps the most influential company of the 21st century. It seems kind of bizarre to think this when the company “merely” makes money by serving ads, but it holds one of the scarcest resources of our time; attention. With this, Facebook can do become a payment processor and even a world bank, by introducing the first-ever fully international and borderless currency.</p>\n<p>There is a common denominator with Facebook’s actions. Because of its size, the company always faces opposition. We have seen this with WhatsApp Pay, just like we also saw it with Diem, formerly known as Libra. But Facebook always adjusts and comes back to get consumers, businesses, and regulators on board.</p>\n<p>Ultimately, Facebook can leverage its audience in so many ways. Diem might be the most important part of this puzzle. With world governments behind this idea, the rest of the pieces would fall into place. Being a payment processing company becomes almost irrelevant, once you become the company that “controls” the means of payment.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook: $1 Trillion Is Just The Beginning</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\">\nFacebook: $1 Trillion Is Just The Beginning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 18:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437918-facebook-stock-1-trillion-marketcap-just-the-beginning><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nFacebook is now worth over $1 trillion, but growth on its platforms is slowing down.\nThe company must look elsewhere to find growth and find the next $1 trillion.\nI discuss Facebook's three-...</p>\n\n<a href=\"https://seekingalpha.com/article/4437918-facebook-stock-1-trillion-marketcap-just-the-beginning\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4437918-facebook-stock-1-trillion-marketcap-just-the-beginning","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1153955441","content_text":"Summary\n\nFacebook is now worth over $1 trillion, but growth on its platforms is slowing down.\nThe company must look elsewhere to find growth and find the next $1 trillion.\nI discuss Facebook's three-step plan to achieve worldwide payment dominance by leveraging its most valuable asset: attention.\n\nFacebook, Inc. (FB) recently passed a very significant milestone, achieving a +$1 Trillion valuation. The company has, unarguably, become the most successful advertising business in the world. But what comes now? The online advertising market has become saturated, especially in developed economies like the U.S. The number of new Facebook users is forecast to grow at itsslowest rate ever in 2021, under 1%. If Facebook wants to keep growing, it must look elsewhere.\nWhere will the next $1 trillion come from?\nIn this article, I lay out what I have identified to be Facebook’s three-point strategy to capture the payment industry in one fell swoop. Facebook is working on all levels to become a key player in the business of money. The company is potentially laying the groundwork to become the first corporately run “Central World Bank.”\nStep 1: One foot through the door\nFacebook is more than a social media platform, everyone knows that. The company has become way too big and consequential to be analyzed as a mere seller of advertising, though this is where most of its revenues come from. Facebook, Instagram, and WhatsApp are communication tools that add countless value to our economies, and using them to sell advertising is genius, but it barely scrapes the surface of what a company with so much reach can achieve.\nThe first step in Facebook’s plan is establishing itself as a cheap and convenient system to make peer-to-peer transactions. You already have the Facebook/Instagram/WhatsApp app on your phone. These apps already connect you with most of the people you know, so why not use these apps to send money? Facebook has already achieved the hardest part of the customer acquisition journey, getting your “trust” and their app on your phone. All that is missing is some banking/credit card information.\nSo simple, and yet so complex. If it’s so easy for Facebook to pull this lever, why hasn’t it done so successfully already?\nOne reason is strategy, but perhaps the biggest hurdle is regulation. Recently, Facebook made headlines when it announced that it was relaunching WhatsApp Pay in Brazil. You read that right, Brazil’s Central Banks stepped in last year tosuspend WhatsApp Payunder the guise of an “investigation” over potential threats it might pose to the nation's payments systems. Almost one year later, the company has managed torelaunch WhatsApp Pay, and this isn’t being talked about enough. Brazil has over108 million peopleusing WhatsApp, behind India with 390 million and ahead of the US with 75 million.\nIndia was the first place that WhatsApp Pay was launched, and we do have some data on the situation there.\nWhatsApp Paylaunched in India around December 2020. In its first operational month, WhatsApp Pay processed around $1.8 million in transactions. In February 2021, WhatsApp Pay was responsible for around $4.2 million in transactions. This is remarkable growth, but perhaps still slower adoption than some would expect.\nOnce again, Facebook is being hampered by regulations. Just as WhatsApp Pay launched, the NPCI announced that “third-party applications offering UPI payments service can process a maximum of 30 percent of the transaction volumes starting January 1, 2021”. This means there is a cap on how many transactions WhatsApp Pay can process, and maybe one of the reasons why there was no marketing push associated with the WhatsApp Pay launch.\nHowever, it seems like the lack of adoption of WhatsApp Pay and other P2P networks may stem from a more fundamental problem. This was aptly explained by Arnav Gupta, an analyst at Forrester Research\n\n The reason is very clear. It is the lack of use cases. Right now, WhatsApp is offering peer-to-peer (P2P) payments. There is no geography where just on the back of P2P payments, digital payments have proliferated. They don’t have those P2M transactions or use cases defined well,” Arnav Gupta, an analyst at Forrester Research told Financial Express Online.\n\nSource:Financialexpress.com\nAs Gupta points out, the problem is that Facebook is not yet offering a compelling system for Peer-to-Merchant transactions. But this is exactly what Facebook is working on right now.\nStep 2: Facebook is there for you\nIt’s such a shame. Facebook had a lot of potential with this whole WhatsApp Pay thing. But without the ability to connect consumers with merchants and businesses it doesn’t seem like there’s much point to it. If only Facebook had a platform where these two groups of people get together to connect, discover each other’s needs, and even transact. Oh, wait a minute…\nAllowing peer-to-peer transactions is nice and all, but here is where Facebook stands to make the big bucks and it is where the company is now turning its attention. The first step was to get into people’s pockets, the next one is to normalize using Facebook/Instagram as a shopping platform, which could give Facebook the potential of being the default payment processor for most of the eCommerce transactions in the world. This requires two steps; turning Instagram/Facebook/WhatsApp into an actual eCommerce/Marketplace and then enabling payments.\nThis agenda has been in play for some time. Instagram began implementing eCommerce style initiatives as far back as 2018. In the last month though, we have seen at least two huge moves pushing this reality even further. On July 1st, Facebook announced“drastic changes” to Instagram. These include the use of longer format videos and also showing content that users don’t follow. The company went as far as to say that they no longer view Instagram as a photo-sharing app. But if Instagram is no longer a photo-sharing app, what is it? I would argue Facebook is trying to turn this platform into a fully-fledged Marketplace.\nWhy wouldn’t it? Social media is perhaps the number one tool for eCommerce businesses. There are over 1 billion people on Instagram, and71% of businessesclaim they use Instagram for marketing purposes. With over $18.1 billion in ad revenues last year. It is clear that Instagram, and to a lesser extent Facebook, is the best place to generate traffic online, which is all that matters these days. Therefore, it’s only natural for businesses to move their whole shopping experience into Instagram. One of the most important principles of eCommerce is leading the user to the checkout with as few clicks as possible, so there is a clear incentive for online sellers to do this.\nInstagram Shops has been around since 2017, however, Instagram checkout and Facebook Pay came out in 2019, and it is still being rolled out in other countries. Facebook has also enabled the Shop feature to be useddirectly on WhatsApp, bringing businesses and consumers one step closer.\nSo far, Instagram checkout is powered by PayPal (PYPL), and I don’t believe Facebook adds any kind of transaction fee, which seems like the smart thing to do. For now, the most important thing is to move the shopping experience to their social media platforms, and once the company holds all the power, it can choose the best way of monetizing it.\nThe key fact to understand here is that controlling the traffic, which Facebook does, is the most important part of the equation in today’s market. This is something I touched on in a Shopify Inc. (SHOP) vs.Amazon.com(AMZN) article, where I talked about Ben Thompson's \"Aggregation Theory.\"\n\n This theory sustains that, due to the changes that the digital age has brought about, the power lies in those companies that control demand for abundant resources, rather than companies that control the distribution of scarce ones. Amazon is an aggregator and possesses the qualities that are associated with these entities:\n\nYou can switch Amazon for Facebook and reach the same conclusion. Facebook controls the real scarce resource, which is traffic. Moving the shopping experience to their social media platforms will put Facebook at the centre of worldwide commerce.\nStep 3: One world, One currency\nThe internet has brought around a shopping experience without borders, so it only makes sense that this borderless online economy will run on one international currency through the power of technology. This is where Diem comes in.\nIn its latest iteration, Diem will be a stablecoin linked to the dollar. Facebook has now moved its Diem operations back to the US and enlisted the help of Silvergate Bank. Originally, Diem was going to be a stablecoin made up of a basket of currencies, much like the IMF’s special drawing rights, but this idea has been scrapped for now.\nDiem will limit itself to acting as a dollar stablecoin, but, in practice, that is equivalent to pegging your coin to the currency of the world. The company has had to make plenty of concessions since it originally tried to launch “Libra”, but it looks like it is finally gaining some traction.\nArguably, Diem does not offer anything new in terms of innovation. We have dollars, we have cryptocurrencies, and we even have stablecoins that are pegged to the dollar. So why is this special? Because Facebook is bridging the gap between cryptocurrencies and the real world. Most governments are afraid of cryptocurrencies, and perhaps they should be, but this is not a good reason not to benefit from everything blockchain technology has to offer.\nThrough Diem, Facebook is giving regulators in the US and the West a door into the cryptocurrency space, perhaps even a way to “fight” cryptocurrencies. As it stands now, it looks like Diem will be the only Western weapon to fight the rise of the Digital Yuan, and Facebook will be at the heart of this fight.\nUltimately, a world economy needs a world currency. Diem is this tool and its implementation fits perfectly into Facebook’s plan of becoming the world’s leading payment processor, and even bank. In fact, by controlling Diem, we could argue that Facebook will become the first corporately run central bank.\nMarket Opportunity\nI started this article by talking about how Facebook is looking for the next trillion-dollar opportunity. While it is hard to quantify exactly how much Facebook stands to gain from these new businesses, and how the market will value the “new “ Facebook, we can make an estimate of the size of the different markets that the company is tackling. In reality, all of these moves are coming together, so the lines are a bit blurred, but let’s identify the size of the “markets” we have mentioned above specifically.\nStarting with P2P transactions, this market is projected to grow at a 29% CAGR through 2027,reaching a size of $558.91 billion. Of course, the biggest opportunities for Facebook are developing markets, such as Brazil, India, and Indonesia. These are places with very large populations and which are expected to outpace global GDP growth, so they are key areas for Facebook’s growth plans.\nIn Brazil, the “mobile wallet and payment” market is projected to reach just under$152 billion by 2025.In India, the digital payment industry is set to increase three-fold toRs 7,092 trillion by 2025.\nBasically, through WhatsApp Pay, Facebook is looking to become the “Venmo” and “Cash App” of these developed economies. To get a sense of the potential here, Cash App took in over$5.9 billion in revenues last year.\nMoving on to eCommerce, Facebook is now looking to move part of this shopping experience directly into their platforms/Apps. Global eCommerce sales totalled $4.29 trillion in 2020, so it wouldn’t take much for Facebook to increase its revenues significantly if it can entrench itself as a payment option. Ultimately, Facebook would be looking to bring out something similar to Shopify’s Shop Pay. This is a payment processor that Shopify offers its merchants and from which it takes a nice transaction fee. The funny thing is that Shopify Pay is actually powered by Stripe, but that doesn’t stop Shopify from taking a nice cut.\nInterestingly, Shop Pay is alreadyavailable on Facebook and Instagramas a payment option as of this February. Facebook is actively collaborating with Shopify in this space, though it is still not clear how the company will make money from this.\nAn interesting concept Facebook could pursue though is to follow Starbucks Corporation's (SBUX), \"inadvertent bank\" model. Starbucks offers its customers the option of loading money onto the Starbucks App. Customers are incentivized to do this through free products and special discounts. The great thing about this isn’t the increased customer loyalty, it’s all the money that is left lying around in these cards, which the company can use or even reinvest. In 2020 the company had around $1.4 billion of funds deposited in these cards, and by some measures, it achieved a10% return on these funds.Just imagine how much money Facebook could end up storing for users if their payment system became mainstream.\nBut to make matters better, Facebook might be looking to become an actual bank. This looks to be the plan with Diem. If Diem launched one day, it would have all the appeal of a cryptocurrency, and the stability of a regular fiat coin. The implications for Americans, who get paid in dollars, may not seem huge, but to people in smaller nations, being able to transact and store Diem will be a game-changer.\nIn 2020, it was calculated that the global banking system was about$2.5 trillion in size. This is Facebook's target. Also, we can add to this around2 billion peoplewho are currently unbanked, which something like Diem could tackle too.\nTakeaway\nFacebook is perhaps the most influential company of the 21st century. It seems kind of bizarre to think this when the company “merely” makes money by serving ads, but it holds one of the scarcest resources of our time; attention. With this, Facebook can do become a payment processor and even a world bank, by introducing the first-ever fully international and borderless currency.\nThere is a common denominator with Facebook’s actions. Because of its size, the company always faces opposition. We have seen this with WhatsApp Pay, just like we also saw it with Diem, formerly known as Libra. But Facebook always adjusts and comes back to get consumers, businesses, and regulators on board.\nUltimately, Facebook can leverage its audience in so many ways. Diem might be the most important part of this puzzle. With world governments behind this idea, the rest of the pieces would fall into place. Being a payment processing company becomes almost irrelevant, once you become the company that “controls” the means of payment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158606823,"gmtCreate":1625146850062,"gmtModify":1703737099030,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Good read&nbsp;","listText":"Good read&nbsp;","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/158606823","repostId":"1110936297","repostType":2,"repost":{"id":"1110936297","kind":"news","pubTimestamp":1625036047,"share":"https://ttm.financial/m/news/1110936297?lang=&edition=fundamental","pubTime":"2021-06-30 14:54","market":"us","language":"en","title":"Apple: Act Quickly Before The Run To $172","url":"https://stock-news.laohu8.com/highlight/detail?id=1110936297","media":"seekingalpha","summary":"Apple faces many external threats from regulators in the developed world.But I see these as largely priced in, although they remain a threat longer term.Apple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.I have made it no secret that I’m a big fan of Apple. In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a big breakout. In this article, I want to ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple faces many external threats from regulators in the developed world.</li>\n <li>But I see these as largely priced in, although they remain a threat longer term.</li>\n <li>Apple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/219c4f41554f7e91be4c02cd87e3f8d6\" tg-width=\"1536\" tg-height=\"1024\"><span>fMing Yeung/Getty Images News</span></p>\n<p>I have made it no secret that I’m a big fan of&nbsp;<b>Apple</b>(AAPL). In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a&nbsp;big breakout. In this article, I want to update readers on the progress of that, as well as addressing some concerns that could be potentially bearish. But the spoiler alert is that I’m still very much in the camp of Apple setting up a breakout, and I think the company’s typical pre-earnings move is likely the catalyst to see that happen.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37078c4ff01404a43176bb2e2555834d\" tg-width=\"640\" tg-height=\"615\"><span>Source: StockCharts</span></p>\n<p>To start, I’ve annotated the same ascending triangle formation I noted six weeks ago, because it is still very much in play. The stock is very near the top of the triangle today, so what happens when/if it gets to $136/$137 will determine if the breakout is imminent or if we need at least one more test of the rising trend line that forms the bottom of the triangle. Whether that occurs or not doesn’t change my outlook; only the timing of it.</p>\n<p>Ascending triangles measure upside targets on breakouts equal to the top and bottom of the widest part of the triangle. In this case, the top of the triangle is $137 and the bottom of the triangle, which was set in September of last year, was $102. That means that this triangle pattern has a measured price target – after the breakout – of $35 higher ($137 minus $102), and with the breakout point being $137 or so, that implies we canexpect Apple to hit $172, give or take. Now, that won’t happen immediately, of course, but that’s the kind of opportunity at hand here.</p>\n<p>What do you need to look for on a breakout? First, price action needs to decisively clear the breakout level of $137 and close above it. In addition, you want to see rising volume on the breakout – I’ve annotated declining volume in the triangle period, which is normal behavior – and you want to see rising momentum, we’ve got rising momentum today. So I’d expect a breakout to continue that, but these are the things you want to see on a breakout to ensure it has staying power.</p>\n<p>Finally, you’ll notice that I’ve added blue circles on the chart, and those represent the start of the ~4-week period prior to an earnings release. Apple has been<i>very</i>reliable in the past couple of years in terms of rallying into an earnings report, and I have no reason to think that will change. The gains are fairly large in most cases, with about half of them being in the double-digits, so this is a real catalyst for higher prices.</p>\n<p>The important thing to note is that we are about four weeks from the third quarter report, which typically takes place at the end of July. We are also at the top of the ascending triangle, which means that even a small pre-earnings run will likely result in a breakout, and that’s why I think the breakout is very near.</p>\n<p>To be clear, I’m reiterating my prior thesis that an ascending triangle breakout is coming; I just think we have a very clear catalyst now to make it sooner than later. I see the stock rallying into the earnings report, and if history is a guide, Apple will destroy expectations once again. In short, all is going to plan.</p>\n<p>The risk is that if Apple does break out of the triangle and earnings aren’t very good, the pattern could fail. That would negate my $172 price target, and we’d have to reassess. For now, the odds of that look low, and I’m still full steam ahead on the breakout coming pre-earnings.</p>\n<p><b>Why does Apple rally pre-earnings?</b></p>\n<p>To put it succinctly, Apple rallies pre-earnings because no matter how much analysts raise their targets going into the reports, Apple finds a way to beat them.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6233212bc10ea38f20e75d2ed0ab603e\" tg-width=\"640\" tg-height=\"284\"><span>Source:Seeking Alpha</span></p>\n<p>This is three years’ worth of data showing how Apple beats expectations, and by enormous margins in some cases. Apple is one of the largest and most-followed companies that has ever existed. So if any company should have an analyst community that knows how it will perform each quarter, it would be this one. However, its dominance in hardware and services revenue has proven too much for analysts over time to keep up with.</p>\n<p>Keep in mind a risk here is that if Apple does finally miss expectations, I have to imagine the stock will react extremely poorly. Thus, there is certainly risk in owning Apple through the earnings report, as with any other stock. But the company’s history of smashing expectations – particularly in the past year – means the odds of this are fairly low. Still, something to keep in mind from a risk perspective.</p>\n<p>In terms of a catalyst for rallying into the July report, Apple continues to see analysts scramble to keep up with its rising fortunes.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebf56ca48e2364fd7314f9140bc3ab5c\" tg-width=\"640\" tg-height=\"286\"><span>Source:Seeking Alpha</span></p>\n<p>The sharp upward revisions that began last summer continue unabated, and Apple’s earnings trajectory remains very much intact. I detailed this in my last piece so I’m simply saying that nothing has changed on this front, and that’s a very good thing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2bd9aaadd1cc3a29d7b8e787296ab4b\" tg-width=\"454\" tg-height=\"110\"><span>Source:Seeking Alpha</span></p>\n<p>I think you’ll struggle to find a company with a better earnings revision schedule, as the past three months have seen 36 EPS revisions, and<i>100%</i>of them were upward. That shows just how strong Apple’s earnings trajectory is, as analysts scramble to meet Apple’s outstanding performances. I love stocks with earnings revision charts like Apple’s because the bar is always rising, which means that the stock will follow suit.</p>\n<p><b>Not all is well</b></p>\n<p>Apple, to be fair, does face a huge amount of risks that are outside of its control. Many of them cropped up since my last report on Apple and so I want to balance my bullish position on the stock with some sobering reality to ensure readers are well-equipped to make an informed decision about whether or not Apple is right for their portfolio.</p>\n<p>First, the FTC made the headlines a few weeks ago by appointing&nbsp;Lina Khan, an outspoken and noted big tech critic, who feels certain companies have too much control over the behaviors of consumers. This is a noteworthy development because if the FTC wants to go after big tech, Apple is a very logical early target. I don’t see it impacting iPhone or other hardware sales but services revenue? Absolutely. This is a longer-term threat since antitrust rules take time to create, but Apple shareholders need to take this threat seriously.</p>\n<p>The&nbsp;White Houseis apparently on board with this line of thinking, and the&nbsp;House&nbsp;is actually considering legislation that would undertake to reign in the perceived control of big tech companies, including Apple's tendency to pre-install its own apps on Apple devices. Would that stop consumers from just going to the app store and downloading them? No, but it certainly isn't a<i>positive</i>&nbsp;catalyst.</p>\n<p>Apple is facing a similar threat in&nbsp;Germany&nbsp;and other places in the developed world, so it isn’t just a problem at home. Germany is assessing if Apple has “competition violations” to be addressed. So the issue is the same one being faced in the US, and the only two outcomes are neutral (nothing happens), or negative (antitrust action is taken).</p>\n<p>Apple is also still very much beholden to the never-ending trade war between&nbsp;China&nbsp;and the US, as the two countries constantly jockey for position with the highest stakes the world has ever seen in such a scuffle. Apple’s production process is potentially at risk, depending upon how ugly things get, adding some geopolitical risk to the stock's outlook. This goes both ways, and China employs a lot of people and generates a lot of cash from Apple’s production. So I’m not sure it is as one-sided as it seems, but the geopolitical risk is never a good thing, and Apple’s manufacturing needs set it up for such a risk.</p>\n<p><b>Final thoughts</b></p>\n<p>I’ve enumerated a variety of potential issues Apple is facing, and I’ll be clear and say none of these are good things. The best possible outcome is that nothing changes, and the worst is that all come to fruition and Apple faces manufacturing challenges, as well as antitrust actions. These are real threats, but I also think they're already priced in.</p>\n<p>The threat of antitrust legislation or a trade war with China isn’t new by any stretch of the imagination and is not dissimilar to the threats that other tech giants like Amazon (AMZN), Alphabet (GOOG), or Facebook (FB) face every day. This is par for the course if you’re a dominant tech company, and Apple certainly is. I don’t want to ignore these potential negative catalysts, but I don’t want to overreact, either.</p>\n<p>Keep in mind also that Apple continues to move higher over time despite this bad news, which is what winning stocks do. The fact that it is shrugging off these huge potential negative catalysts reinforces the bullish stance I already had on the stock.</p>\n<p>I detailed my bullishness on the company’s revenue generation, margins, buybacks, valuation, and more in the&nbsp;prior piece, and nothing has changed there. So I don’t want to waste your time going through it again. However, my fundamental stance on Apple hasn’t changed in the past six weeks, and if anything, continued upward revisions in EPS estimates have strengthened the bull case.</p>\n<p>The important thing is that shareholders must be aware of external threats, but also that we are seeing Apple get to the end of its very bullish consolidation pattern at the same time that it typically begins a pre-earnings run higher.</p>\n<p>The bottom line is that I think Apple’s breakout is imminent, and that the pattern measures to $172 or so. This won’t happen overnight, but if you were looking to buy Apple, act quickly.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Act Quickly Before The Run To $172</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Act Quickly Before The Run To $172\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 14:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple faces many external threats from regulators in the developed world.\nBut I see these as largely priced in, although they remain a threat longer term.\nApple is on the cusp of what should ...</p>\n\n<a href=\"https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110936297","content_text":"Summary\n\nApple faces many external threats from regulators in the developed world.\nBut I see these as largely priced in, although they remain a threat longer term.\nApple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.\n\nfMing Yeung/Getty Images News\nI have made it no secret that I’m a big fan of Apple(AAPL). In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a big breakout. In this article, I want to update readers on the progress of that, as well as addressing some concerns that could be potentially bearish. But the spoiler alert is that I’m still very much in the camp of Apple setting up a breakout, and I think the company’s typical pre-earnings move is likely the catalyst to see that happen.\nSource: StockCharts\nTo start, I’ve annotated the same ascending triangle formation I noted six weeks ago, because it is still very much in play. The stock is very near the top of the triangle today, so what happens when/if it gets to $136/$137 will determine if the breakout is imminent or if we need at least one more test of the rising trend line that forms the bottom of the triangle. Whether that occurs or not doesn’t change my outlook; only the timing of it.\nAscending triangles measure upside targets on breakouts equal to the top and bottom of the widest part of the triangle. In this case, the top of the triangle is $137 and the bottom of the triangle, which was set in September of last year, was $102. That means that this triangle pattern has a measured price target – after the breakout – of $35 higher ($137 minus $102), and with the breakout point being $137 or so, that implies we canexpect Apple to hit $172, give or take. Now, that won’t happen immediately, of course, but that’s the kind of opportunity at hand here.\nWhat do you need to look for on a breakout? First, price action needs to decisively clear the breakout level of $137 and close above it. In addition, you want to see rising volume on the breakout – I’ve annotated declining volume in the triangle period, which is normal behavior – and you want to see rising momentum, we’ve got rising momentum today. So I’d expect a breakout to continue that, but these are the things you want to see on a breakout to ensure it has staying power.\nFinally, you’ll notice that I’ve added blue circles on the chart, and those represent the start of the ~4-week period prior to an earnings release. Apple has beenveryreliable in the past couple of years in terms of rallying into an earnings report, and I have no reason to think that will change. The gains are fairly large in most cases, with about half of them being in the double-digits, so this is a real catalyst for higher prices.\nThe important thing to note is that we are about four weeks from the third quarter report, which typically takes place at the end of July. We are also at the top of the ascending triangle, which means that even a small pre-earnings run will likely result in a breakout, and that’s why I think the breakout is very near.\nTo be clear, I’m reiterating my prior thesis that an ascending triangle breakout is coming; I just think we have a very clear catalyst now to make it sooner than later. I see the stock rallying into the earnings report, and if history is a guide, Apple will destroy expectations once again. In short, all is going to plan.\nThe risk is that if Apple does break out of the triangle and earnings aren’t very good, the pattern could fail. That would negate my $172 price target, and we’d have to reassess. For now, the odds of that look low, and I’m still full steam ahead on the breakout coming pre-earnings.\nWhy does Apple rally pre-earnings?\nTo put it succinctly, Apple rallies pre-earnings because no matter how much analysts raise their targets going into the reports, Apple finds a way to beat them.\nSource:Seeking Alpha\nThis is three years’ worth of data showing how Apple beats expectations, and by enormous margins in some cases. Apple is one of the largest and most-followed companies that has ever existed. So if any company should have an analyst community that knows how it will perform each quarter, it would be this one. However, its dominance in hardware and services revenue has proven too much for analysts over time to keep up with.\nKeep in mind a risk here is that if Apple does finally miss expectations, I have to imagine the stock will react extremely poorly. Thus, there is certainly risk in owning Apple through the earnings report, as with any other stock. But the company’s history of smashing expectations – particularly in the past year – means the odds of this are fairly low. Still, something to keep in mind from a risk perspective.\nIn terms of a catalyst for rallying into the July report, Apple continues to see analysts scramble to keep up with its rising fortunes.\nSource:Seeking Alpha\nThe sharp upward revisions that began last summer continue unabated, and Apple’s earnings trajectory remains very much intact. I detailed this in my last piece so I’m simply saying that nothing has changed on this front, and that’s a very good thing.\nSource:Seeking Alpha\nI think you’ll struggle to find a company with a better earnings revision schedule, as the past three months have seen 36 EPS revisions, and100%of them were upward. That shows just how strong Apple’s earnings trajectory is, as analysts scramble to meet Apple’s outstanding performances. I love stocks with earnings revision charts like Apple’s because the bar is always rising, which means that the stock will follow suit.\nNot all is well\nApple, to be fair, does face a huge amount of risks that are outside of its control. Many of them cropped up since my last report on Apple and so I want to balance my bullish position on the stock with some sobering reality to ensure readers are well-equipped to make an informed decision about whether or not Apple is right for their portfolio.\nFirst, the FTC made the headlines a few weeks ago by appointing Lina Khan, an outspoken and noted big tech critic, who feels certain companies have too much control over the behaviors of consumers. This is a noteworthy development because if the FTC wants to go after big tech, Apple is a very logical early target. I don’t see it impacting iPhone or other hardware sales but services revenue? Absolutely. This is a longer-term threat since antitrust rules take time to create, but Apple shareholders need to take this threat seriously.\nThe White Houseis apparently on board with this line of thinking, and the House is actually considering legislation that would undertake to reign in the perceived control of big tech companies, including Apple's tendency to pre-install its own apps on Apple devices. Would that stop consumers from just going to the app store and downloading them? No, but it certainly isn't apositive catalyst.\nApple is facing a similar threat in Germany and other places in the developed world, so it isn’t just a problem at home. Germany is assessing if Apple has “competition violations” to be addressed. So the issue is the same one being faced in the US, and the only two outcomes are neutral (nothing happens), or negative (antitrust action is taken).\nApple is also still very much beholden to the never-ending trade war between China and the US, as the two countries constantly jockey for position with the highest stakes the world has ever seen in such a scuffle. Apple’s production process is potentially at risk, depending upon how ugly things get, adding some geopolitical risk to the stock's outlook. This goes both ways, and China employs a lot of people and generates a lot of cash from Apple’s production. So I’m not sure it is as one-sided as it seems, but the geopolitical risk is never a good thing, and Apple’s manufacturing needs set it up for such a risk.\nFinal thoughts\nI’ve enumerated a variety of potential issues Apple is facing, and I’ll be clear and say none of these are good things. The best possible outcome is that nothing changes, and the worst is that all come to fruition and Apple faces manufacturing challenges, as well as antitrust actions. These are real threats, but I also think they're already priced in.\nThe threat of antitrust legislation or a trade war with China isn’t new by any stretch of the imagination and is not dissimilar to the threats that other tech giants like Amazon (AMZN), Alphabet (GOOG), or Facebook (FB) face every day. This is par for the course if you’re a dominant tech company, and Apple certainly is. I don’t want to ignore these potential negative catalysts, but I don’t want to overreact, either.\nKeep in mind also that Apple continues to move higher over time despite this bad news, which is what winning stocks do. The fact that it is shrugging off these huge potential negative catalysts reinforces the bullish stance I already had on the stock.\nI detailed my bullishness on the company’s revenue generation, margins, buybacks, valuation, and more in the prior piece, and nothing has changed there. So I don’t want to waste your time going through it again. However, my fundamental stance on Apple hasn’t changed in the past six weeks, and if anything, continued upward revisions in EPS estimates have strengthened the bull case.\nThe important thing is that shareholders must be aware of external threats, but also that we are seeing Apple get to the end of its very bullish consolidation pattern at the same time that it typically begins a pre-earnings run higher.\nThe bottom line is that I think Apple’s breakout is imminent, and that the pattern measures to $172 or so. This won’t happen overnight, but if you were looking to buy Apple, act quickly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153213382,"gmtCreate":1625026819646,"gmtModify":1703850450820,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/153213382","repostId":"1176223224","repostType":4,"repost":{"id":"1176223224","kind":"news","pubTimestamp":1625011026,"share":"https://ttm.financial/m/news/1176223224?lang=&edition=fundamental","pubTime":"2021-06-30 07:57","market":"us","language":"en","title":"Moderna’s Covid Shot Produces Antibodies Against Delta Variant","url":"https://stock-news.laohu8.com/highlight/detail?id=1176223224","media":"Bloomberg","summary":"Moderna Inc.said its vaccine produced protective antibodies against the delta variant spreading in t","content":"<p>Moderna Inc.said its vaccine produced protective antibodies against the delta variant spreading in the U.S. and many other parts of the world.</p>\n<p>Moderna researchers tested blood samples from eight people for antibodies against versions of the spike protein from different coronavirus variants, including delta, which emerged in India. The vaccine “produced neutralizing titers against all variants tested,” the company said in astatement. The results were released on the pre-print serverbioRxiv.</p>\n<p>The protective proteins are called neutralizing antibodies because they’re capable of preventing the virus from entering cells. Compared to the quantity of antibodies produced against the main version of the virus, neutralizing antibody levels against the delta variant were reduced by 2.1-fold.</p>\n<p>Shares of Moderna gained 5.9% at 10:24 a.m. in New York.</p>\n<p>Antibody levels were reduced by 4.2-fold against the eta strain first found Nigeria, and by eight-fold against a new variant identified in Angola called A.VOI.V2.</p>\n<p>High Enough</p>\n<p>The lab-based study did not directly measure vaccine effectiveness. Although reduced, the neutralizing antibody levels are still thought to be high enough to prevent disease, as the messenger RNA vaccine generates a strong immune reaction that creates a surplus of antibodies against the original strain.</p>\n<p>“We remain committed to studying emerging variants, generating data and sharing it as it becomes available. These new data are encouraging and reinforce our belief that the Moderna Covid-19 vaccine should remain protective against newly detected variants,” Moderna CEO Stephane Bancel said in the statement.</p>\n<p>Moderna earlier published research showing its vaccine produces neutralizing antibodies against the alpha, beta, and gamma variants that emerged in different regions.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna’s Covid Shot Produces Antibodies Against Delta Variant</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\">\nModerna’s Covid Shot Produces Antibodies Against Delta Variant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 07:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-29/moderna-s-covid-shot-produces-antibodies-against-delta-variant><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Moderna Inc.said its vaccine produced protective antibodies against the delta variant spreading in the U.S. and many other parts of the world.\nModerna researchers tested blood samples from eight ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-29/moderna-s-covid-shot-produces-antibodies-against-delta-variant\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2021-06-29/moderna-s-covid-shot-produces-antibodies-against-delta-variant","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176223224","content_text":"Moderna Inc.said its vaccine produced protective antibodies against the delta variant spreading in the U.S. and many other parts of the world.\nModerna researchers tested blood samples from eight people for antibodies against versions of the spike protein from different coronavirus variants, including delta, which emerged in India. The vaccine “produced neutralizing titers against all variants tested,” the company said in astatement. The results were released on the pre-print serverbioRxiv.\nThe protective proteins are called neutralizing antibodies because they’re capable of preventing the virus from entering cells. Compared to the quantity of antibodies produced against the main version of the virus, neutralizing antibody levels against the delta variant were reduced by 2.1-fold.\nShares of Moderna gained 5.9% at 10:24 a.m. in New York.\nAntibody levels were reduced by 4.2-fold against the eta strain first found Nigeria, and by eight-fold against a new variant identified in Angola called A.VOI.V2.\nHigh Enough\nThe lab-based study did not directly measure vaccine effectiveness. Although reduced, the neutralizing antibody levels are still thought to be high enough to prevent disease, as the messenger RNA vaccine generates a strong immune reaction that creates a surplus of antibodies against the original strain.\n“We remain committed to studying emerging variants, generating data and sharing it as it becomes available. These new data are encouraging and reinforce our belief that the Moderna Covid-19 vaccine should remain protective against newly detected variants,” Moderna CEO Stephane Bancel said in the statement.\nModerna earlier published research showing its vaccine produces neutralizing antibodies against the alpha, beta, and gamma variants that emerged in different regions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":179122223,"gmtCreate":1626495083562,"gmtModify":1703761137028,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/179122223","repostId":"2152168594","repostType":4,"repost":{"id":"2152168594","kind":"news","pubTimestamp":1626488760,"share":"https://ttm.financial/m/news/2152168594?lang=&edition=fundamental","pubTime":"2021-07-17 10:26","market":"us","language":"en","title":"Apple Stock: Next Stop, $175?","url":"https://stock-news.laohu8.com/highlight/detail?id=2152168594","media":"TipRanks","summary":"So, Apple  is having a bad year, you say?With shares hitting an all-time high this week and the gap in performance narrowing over the past month, that conversation can now be put to rest.The uptick has coincided with reports Apple has boosted the production rate of its iPhones, instructing manufacturers to build 90 million iPhones this year, a 20% increase on the 75 million units it produced last year.The renewed optimism in all things Apple is not surprising to J.P. Morgan’s Samik Chatterjee. T","content":"<div>\n<p>So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Next Stop, $175?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Next Stop, $175?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 10:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","AAPL":"苹果","03086":"华夏纳指"},"source_url":"https://finance.yahoo.com/news/apple-stock-next-stop-175-135700668.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2152168594","content_text":"So, Apple (AAPL) is having a bad year, you say? Not long ago, the talk on Wall Street was all about the tech giant’s uncharacteristically underperforming stock, especially when compared to some of the other mega-caps’ displays in 2021.\nWith shares hitting an all-time high this week and the gap in performance narrowing over the past month, that conversation can now be put to rest.\nThe uptick has coincided with reports Apple has boosted the production rate of its iPhones, instructing manufacturers to build 90 million iPhones this year, a 20% increase on the 75 million units it produced last year.\nThe renewed optimism in all things Apple is not surprising to J.P. Morgan’s Samik Chatterjee. The analyst recently told investors Apple is well set up to outperform in 2H21. In fact, the growing confidence means Chatterjee has added Apple to the firm’s Analyst Focus List as “a Growth idea.”\n“The recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print,” the 5-star analyst said, confirming Apple is also a Top Pick.\nTo reflect the increase in build rates, Chatterjee has “modestly” increased iPhone volume expectations, but of more importance to the analyst is the “path to upside” for the shares in the medium-term.\nThis is because of the potential for better iPhone 12 sales but also due to what Chatterjee considers are low expectations from the iPhone 13’s fall launch, which could create “another leg to the upside opportunity.”\nIt’s a potent mix which is given additional allure with the launch of the iPhone SE3 next year and means Apple can “not only pleasantly surprise with a more robust iPhone 13 cycle, but also has the opportunity to drive material upside to consensus expectations for FY22.”\nTo this end, Chatterjee rates Apple shares an Overweight (i.e. Buy), while slightly lifting the price target from $170 to $175. The revised figure implying shares will add 19.5% from current levels.\nSo, that’s J.P. Morgan’s view, what does the rest of the Street have in mind for Apple? Based on 20 Buys, 5 Holds and 2 Sells, the stock currently has a Moderate Buy consensus rating. The forecast is for shares to appreciate by 8% over the coming months, given the average price target clocks in at $158.62.\nTo find good ideas for tech stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.","news_type":1},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560241002253187","authorId":"3560241002253187","name":"CL777","avatar":"https://static.tigerbbs.com/e9aef3dd830373a0427a3447b1b564e3","crmLevel":6,"crmLevelSwitch":0,"idStr":"3560241002253187","authorIdStr":"3560241002253187"},"content":"Not before a correction","text":"Not before a correction","html":"Not before a correction"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148242598,"gmtCreate":1625982845014,"gmtModify":1703751627876,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/148242598","repostId":"1101087642","repostType":4,"repost":{"id":"1101087642","kind":"news","pubTimestamp":1625885700,"share":"https://ttm.financial/m/news/1101087642?lang=&edition=fundamental","pubTime":"2021-07-10 10:55","market":"us","language":"en","title":"Banks Are About to Kick Off Earnings Season. Keep an Eye on Citigroup.","url":"https://stock-news.laohu8.com/highlight/detail?id=1101087642","media":"Barrons","summary":"Bank investors are hoping for something to get excited about this coming week when JPMorgan Chase, G","content":"<p>Bank investors are hoping for something to get excited about this coming week when JPMorgan Chase, Goldman Sachs Group, and others report second-quarter results. They shouldn’t get their hopes up.</p>\n<p>It’s not that there hasn’t been good news for bank stocks. Just last month, the biggest banks easily passed the Federal Reserve’s annual stress tests, paving the way for them to return capital to shareholders without restrictions. They’ve also gotten a lift from improving economic conditions, the release of reserves set aside for&nbsp;bad loans that never materialized, and continued trading and deal-making activity. Banks have controlled what they can control and have come out the other side better for it.</p>\n<p>But there’s one thing banks can’t control—bond yields. The&nbsp;SPDR S&amp;P Bank&nbsp;exchange-traded fund (ticker: KBE) gained around 30% to start the year as the 10-year yield climbed as high as 1.75%. The ETF has given back about half its gains as the 10-year yield dropped below 1.3% this past week. While bank earnings should contain&nbsp;a lot of good news, there may not be enough to get the group moving higher. In fact, the opposite might be true.</p>\n<p>Banks have proven they have a solid foundation, but the next leg of growth is more uncertain. Few expect that trading activity—which soared last year amid volatile market conditions—will match last year’s torrid pace. Across the sector, second-quarter trading revenue likely declined by roughly 30% year over year. Expectations of reserve releases and capital return to shareholders have already been priced into the shares.As for loan growth, expectations are weak as loan activity has likely been muted.</p>\n<p>Bank stocks aren’t nearly as cheap as they were a year ago, when many were trading below tangible book value, but compared with the broad market, they still look cheap. The&nbsp;SPDR S&amp;P Bank ETF&nbsp;currently trades at 11.1 times 12-month forward earnings, while the S&amp;P 500 trades at 21.6 times.</p>\n<p>Against this backdrop, with banks strong but perhaps not as exciting and certainly not as cheap, few are as cheap as&nbsp;Citigroup(C), which trades at just 0.9 times tangible book and offers a 3% yield after falling 13% over the past month. Analysts surveyed by FactSet expect that Citigroup will earn $1.99 per share—roughly a fourfold increase from the challenging year-ago quarter.</p>\n<p>Barron’s&nbsp;highlighted Citigroup&nbsp;earlier this year&nbsp;just as Jane Fraser was poised to become CEO. Prior to Fraser claiming the top spot, the bank was hit with a consent order by regulators for weaknesses in its internal controls. While there has been some analyst skepticism about how quickly Citigroup can correct those issues and at what cost, the Street generally agrees that with Fraser at the helm, the bank has a renewed sense of urgency&nbsp;to streamline its operations.</p>\n<p>Citi’s cheap valuation makes up for a lot of those issues, says KBW analyst&nbsp;David Konrad. “We are assuming coverage of Citigroup with an Outperform rating partly due to a discounted valuation but also due to the negative sentiment on the stock,” he writes. Konrad sees Citi stock trading at $85 a share, almost 25% above Friday’s close.</p>\n<p>It may take time, but Citi stock should pay off for patient investors.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Banks Are About to Kick Off Earnings Season. Keep an Eye on Citigroup.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBanks Are About to Kick Off Earnings Season. Keep an Eye on Citigroup.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/citigroup-bank-stocks-earnings-season-51625876082?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank investors are hoping for something to get excited about this coming week when JPMorgan Chase, Goldman Sachs Group, and others report second-quarter results. They shouldn’t get their hopes up.\nIt’...</p>\n\n<a href=\"https://www.barrons.com/articles/citigroup-bank-stocks-earnings-season-51625876082?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C":"花旗"},"source_url":"https://www.barrons.com/articles/citigroup-bank-stocks-earnings-season-51625876082?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101087642","content_text":"Bank investors are hoping for something to get excited about this coming week when JPMorgan Chase, Goldman Sachs Group, and others report second-quarter results. They shouldn’t get their hopes up.\nIt’s not that there hasn’t been good news for bank stocks. Just last month, the biggest banks easily passed the Federal Reserve’s annual stress tests, paving the way for them to return capital to shareholders without restrictions. They’ve also gotten a lift from improving economic conditions, the release of reserves set aside for bad loans that never materialized, and continued trading and deal-making activity. Banks have controlled what they can control and have come out the other side better for it.\nBut there’s one thing banks can’t control—bond yields. The SPDR S&P Bank exchange-traded fund (ticker: KBE) gained around 30% to start the year as the 10-year yield climbed as high as 1.75%. The ETF has given back about half its gains as the 10-year yield dropped below 1.3% this past week. While bank earnings should contain a lot of good news, there may not be enough to get the group moving higher. In fact, the opposite might be true.\nBanks have proven they have a solid foundation, but the next leg of growth is more uncertain. Few expect that trading activity—which soared last year amid volatile market conditions—will match last year’s torrid pace. Across the sector, second-quarter trading revenue likely declined by roughly 30% year over year. Expectations of reserve releases and capital return to shareholders have already been priced into the shares.As for loan growth, expectations are weak as loan activity has likely been muted.\nBank stocks aren’t nearly as cheap as they were a year ago, when many were trading below tangible book value, but compared with the broad market, they still look cheap. The SPDR S&P Bank ETF currently trades at 11.1 times 12-month forward earnings, while the S&P 500 trades at 21.6 times.\nAgainst this backdrop, with banks strong but perhaps not as exciting and certainly not as cheap, few are as cheap as Citigroup(C), which trades at just 0.9 times tangible book and offers a 3% yield after falling 13% over the past month. Analysts surveyed by FactSet expect that Citigroup will earn $1.99 per share—roughly a fourfold increase from the challenging year-ago quarter.\nBarron’s highlighted Citigroup earlier this year just as Jane Fraser was poised to become CEO. Prior to Fraser claiming the top spot, the bank was hit with a consent order by regulators for weaknesses in its internal controls. While there has been some analyst skepticism about how quickly Citigroup can correct those issues and at what cost, the Street generally agrees that with Fraser at the helm, the bank has a renewed sense of urgency to streamline its operations.\nCiti’s cheap valuation makes up for a lot of those issues, says KBW analyst David Konrad. “We are assuming coverage of Citigroup with an Outperform rating partly due to a discounted valuation but also due to the negative sentiment on the stock,” he writes. Konrad sees Citi stock trading at $85 a share, almost 25% above Friday’s close.\nIt may take time, but Citi stock should pay off for patient investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164627435,"gmtCreate":1624202494027,"gmtModify":1703830572011,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Hmm.. to be observed [Observation]&nbsp;","listText":"Hmm.. to be observed [Observation]&nbsp;","text":"Hmm.. to be observed [Observation]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/164627435","repostId":"1183124175","repostType":4,"repost":{"id":"1183124175","kind":"news","pubTimestamp":1624151620,"share":"https://ttm.financial/m/news/1183124175?lang=&edition=fundamental","pubTime":"2021-06-20 09:13","market":"us","language":"en","title":"Beware these risky tech stocks in your portfolio, strategist Parker warns","url":"https://stock-news.laohu8.com/highlight/detail?id=1183124175","media":"cnbc","summary":"As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.Growth stocks are shares of companies expected to grow at a faster rate than the rest of the market. However, these names are typically riskier and more volatile than the average stock.Adam Parker, former Morgan Stanley chief U.S. equity strategist and founder of Trivariate Research, said the time is right to buy growth shares, but investors should be cautious of a f","content":"<div>\n<p>As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.\nGrowth stocks are shares of companies expected to grow at a faster ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beware these risky tech stocks in your portfolio, strategist Parker warns</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\">\nBeware these risky tech stocks in your portfolio, strategist Parker warns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.\nGrowth stocks are shares of companies expected to grow at a faster ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block","TWLO":"Twilio Inc","NVDA":"英伟达","MCHP":"微芯科技","AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1183124175","content_text":"As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.\nGrowth stocks are shares of companies expected to grow at a faster rate than the rest of the market. However, these names are typically riskier and more volatile than the average stock.\nAdam Parker, former Morgan Stanley chief U.S. equity strategist and founder of Trivariate Research, said the time is right to buy growth shares, but investors should be cautious of a few.\n“We think that portfolio managers should be buying growth stocks again, focusing on positive free cash flow and margin expansion, not earnings-based valuation,” Parker said in a note released Wednesday.\nTrivariate Research used a number of criteria to identify risky stocks, including low or negative correlation to inflation, high correlation to the economic reopening and high levels of company insiders selling their shares. The research firm then identified the eight riskiest names based on those measures.\n“Our view is that these are among the riskiest stocks to own today, so investors who own these names should have disproportionate upside to their base cases to compensate them for these risks,” Parker said.\nTake a look at five of the riskiest technology stocks, according to Trivariate.\nRISKIEST TECH STOCKS, ACCORDING TO TRIVARIATE\n\n\n\nTICKER\nCOMPANY\nPRICE\n%CHANGE\n\n\n\n\nMCHP\nMicrochip Technology Inc\n145.62\n-3.0686\n\n\nTWLO\nTwilio Inc\n367.61\n1.84\n\n\nSQ\nSquare Inc\n237.05\n0.39\n\n\nNVDA\nNVIDIA Corp\n745.55\n-0.0992\n\n\nAAPL\nApple Inc\n130.46\n-1.0092\n\n\n\nApple is on Trivariate’s list of riskiest stocks. The research firm identifies Apple as one of the stocks with the most negative correlation to inflation. Trivariate predicts that if bond yields rise or if fears of inflation continue, shares of Apple will underperform the market.\nNvidiaalso makes the list of risky tech stocks. Trivariate found the semiconductor stock has one of the most asymmetric beta — meaning the stock is consistently more volatile than the broader market during a market pullback compared with typical times.\nTrivariate also named payments companySquare, cloud communications platformTwilioand semiconductor manufacturerMicrochip Technologyamong the riskiest technology stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184786541,"gmtCreate":1623725338083,"gmtModify":1704209675782,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Yes, will go for&nbsp;Apple for sure","listText":"Yes, will go for&nbsp;Apple for sure","text":"Yes, will go for Apple for sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/184786541","repostId":"1167720481","repostType":4,"repost":{"id":"1167720481","kind":"news","pubTimestamp":1623723356,"share":"https://ttm.financial/m/news/1167720481?lang=&edition=fundamental","pubTime":"2021-06-15 10:15","market":"us","language":"en","title":"Apple: Meme Stocks Or Apple, I Choose Apple Every Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1167720481","media":"seekingalpha","summary":"Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.Eventually Apple will be invested back to the party and their numbers will be celebrated.So what does AAPL do with all of the cash","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.</li>\n <li>Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.</li>\n <li>Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.</li>\n <li>Eventually Apple will be invested back to the party and their numbers will be celebrated.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54c3b80a3353ef82f618688f13f74658\" tg-width=\"1536\" tg-height=\"1024\"><span>Nikada/iStock Unreleased via Getty Images</span></p>\n<p>In 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&amp;P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers&nbsp;Cathie Wood&nbsp;of&nbsp;Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in&nbsp;Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.</p>\n<p>The market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation &amp; gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e86cb02096dfa9c6da05e350f274aa64\" tg-width=\"640\" tg-height=\"556\"><span>(Source: Seeking Alpha)</span></p>\n<p><b>Apple believes it's the best investment in the market and puts their money where their mouth is</b></p>\n<p>So what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&amp;D]. In&nbsp;2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&amp;D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.</p>\n<p>So what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's&nbsp;board&nbsp;authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost&nbsp;$23 billion&nbsp;in capital to shareholders in Q2 2021, it doesn't get more bullish than that.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbaf61374104ed17e51201af591ab7d\" tg-width=\"640\" tg-height=\"349\"><span>(Source: Apple)</span></p>\n<p><b>Meme stocks vs. Apple and the insanity of this market</b></p>\n<p>GameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME &amp; AMC have absolutely exploded to the upside.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c85258331453c02381346f8b6c676cec\" tg-width=\"640\" tg-height=\"499\"><span>(Source: Seeking Alpha)</span></p>\n<p>What's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through&nbsp;AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.</p>\n<p>When investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my&nbsp;AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&amp;P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN)&nbsp;has a PE of 62.44,Microsoft (MSFT)34.93, and&nbsp;Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79e06d9bc68454731c984429111ff056\" tg-width=\"640\" tg-height=\"661\"><span>(Source:multpl.com)</span></p>\n<p><b>Laying out the bull case for Apple and why a breakout to the upside is inevitable</b></p>\n<p>AAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.</p>\n<p>So the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when&nbsp;AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.</p>\n<p>I believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In&nbsp;2018 Services&nbsp;generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.</p>\n<p>Services are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f044f79f7525038fb94ed27b6a92209\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p>\n<p>Wearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7071ec652302c6cab585fef4c408d65\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p>\n<p>By the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62cd231b75d9f875329f6713debe846b\" tg-width=\"640\" tg-height=\"191\"><span>(Source: Apple)</span></p>\n<p><b>Conclusion</b></p>\n<p>The meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Meme Stocks Or Apple, I Choose Apple Every Time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Meme Stocks Or Apple, I Choose Apple Every Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 10:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434600-apple-meme-stocks-or-apple-i-choose-apple-every-time><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.\nInvestors have been granted an opportunity to purchase Apple before its next leg up while the...</p>\n\n<a href=\"https://seekingalpha.com/article/4434600-apple-meme-stocks-or-apple-i-choose-apple-every-time\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4434600-apple-meme-stocks-or-apple-i-choose-apple-every-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167720481","content_text":"Summary\n\nApple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.\nInvestors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.\nApple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.\nEventually Apple will be invested back to the party and their numbers will be celebrated.\n\nNikada/iStock Unreleased via Getty Images\nIn 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers Cathie Wood of Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.\nThe market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation & gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.\n(Source: Seeking Alpha)\nApple believes it's the best investment in the market and puts their money where their mouth is\nSo what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&D]. In 2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.\nSo what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's board authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost $23 billion in capital to shareholders in Q2 2021, it doesn't get more bullish than that.\n(Source: Apple)\nMeme stocks vs. Apple and the insanity of this market\nGameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME & AMC have absolutely exploded to the upside.\n(Source: Seeking Alpha)\nWhat's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.\nWhen investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN) has a PE of 62.44,Microsoft (MSFT)34.93, and Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.\n(Source:multpl.com)\nLaying out the bull case for Apple and why a breakout to the upside is inevitable\nAAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.\nSo the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.\nI believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In 2018 Services generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.\nServices are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.\n(Source: Steven Fiorillo) (Data Source: Apple)\nWearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.\n(Source: Steven Fiorillo) (Data Source: Apple)\nBy the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.\n(Source: Apple)\nConclusion\nThe meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819275266,"gmtCreate":1630074843555,"gmtModify":1676530218466,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Go Cathie! [Bless]&nbsp;[Victory]&nbsp;","listText":"Go Cathie! [Bless]&nbsp;[Victory]&nbsp;","text":"Go Cathie! [Bless] [Victory]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/819275266","repostId":"1131568820","repostType":4,"isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890967756,"gmtCreate":1628077816775,"gmtModify":1703500753271,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Nice run","listText":"Nice run","text":"Nice run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/890967756","repostId":"1184521901","repostType":4,"repost":{"id":"1184521901","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628070314,"share":"https://ttm.financial/m/news/1184521901?lang=&edition=fundamental","pubTime":"2021-08-04 17:45","market":"us","language":"en","title":"What Is Fueling The AMD Rally?","url":"https://stock-news.laohu8.com/highlight/detail?id=1184521901","media":"Benzinga","summary":"Shares of Advanced Micro Devices Inc. AMD extended gains to a fifth straight day and closed 3.6% hig","content":"<p>Shares of&nbsp;<b>Advanced Micro Devices Inc.</b>&nbsp;<b><a href=\"https://laohu8.com/S/AMD\">AMD</a></b>&nbsp;extended gains to a fifth straight day and closed 3.6% higher in Tuesday’s regular trading session.</p>\n<p><b>What Happened</b>: Advanced Micro Devices shares also hit a new 52-week high of $114.85 on Tuesday after the chipmakerannouncedthe availability of its new AMD Radeon PRO W6000X series GPUs for&nbsp;<b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc.’s</b>&nbsp;Mac Pro desktop computers.</p>\n<p>In addition, the company’s shares likely benefited after Bloombergreportedthat UK regulators may block rival chipmaker<b>Nvidia Corp.’s</b>NVDA$40 billion acquisition of UK-based chipmaker Arm Ltd. due to national security concerns.</p>\n<p><b>Momentum From <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Results:</b>&nbsp;AMD’s shares have been picked up momentum after the companyreportedbetter-than-expected second-quarter results last week.</p>\n<p><b>Retail Interest:</b>&nbsp;AMD is seeinghigh interestfrom retail investors and was the third-most discussed stock on Reddit’s r/WallStreetBets forum as of Tuesday night. The forum, which has 10.7 million users, is best known for driving the rally in&nbsp;<b><a href=\"https://laohu8.com/S/GME\">GameStop</a> Corp.</b>&nbsp;and other heavily shorted stocks earlier this year.</p>\n<p><b><a href=\"https://laohu8.com/S/INTC\">Intel</a> Production Woes</b>: In June, CNBC host Cramernotedthat&nbsp;<b>Intel Corp.</b>&nbsp;delaying production of <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its newest chips, code-named Sapphire Rapids, was “another reason” to buy shares in AMD. The delay by Intel is seen as creating an opportunity for AMD to gain market share.</p>\n<p><b>High-Profile <a href=\"https://laohu8.com/S/CUBI\">Customers</a></b>: AMD&nbsp;secured&nbsp;<b>Tesla Inc</b>.and<b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.</b>&nbsp;subsidiary Google as its high-profile customers in June.</p>\n<p><b>Price Action</b>: Advanced Micro Devices shares closed 3.6% higher in Tuesday’s regular trading session at $112.56.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Is Fueling The AMD Rally?</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 Is Fueling The AMD Rally?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-04 17:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of&nbsp;<b>Advanced Micro Devices Inc.</b>&nbsp;<b><a href=\"https://laohu8.com/S/AMD\">AMD</a></b>&nbsp;extended gains to a fifth straight day and closed 3.6% higher in Tuesday’s regular trading session.</p>\n<p><b>What Happened</b>: Advanced Micro Devices shares also hit a new 52-week high of $114.85 on Tuesday after the chipmakerannouncedthe availability of its new AMD Radeon PRO W6000X series GPUs for&nbsp;<b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc.’s</b>&nbsp;Mac Pro desktop computers.</p>\n<p>In addition, the company’s shares likely benefited after Bloombergreportedthat UK regulators may block rival chipmaker<b>Nvidia Corp.’s</b>NVDA$40 billion acquisition of UK-based chipmaker Arm Ltd. due to national security concerns.</p>\n<p><b>Momentum From <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Results:</b>&nbsp;AMD’s shares have been picked up momentum after the companyreportedbetter-than-expected second-quarter results last week.</p>\n<p><b>Retail Interest:</b>&nbsp;AMD is seeinghigh interestfrom retail investors and was the third-most discussed stock on Reddit’s r/WallStreetBets forum as of Tuesday night. The forum, which has 10.7 million users, is best known for driving the rally in&nbsp;<b><a href=\"https://laohu8.com/S/GME\">GameStop</a> Corp.</b>&nbsp;and other heavily shorted stocks earlier this year.</p>\n<p><b><a href=\"https://laohu8.com/S/INTC\">Intel</a> Production Woes</b>: In June, CNBC host Cramernotedthat&nbsp;<b>Intel Corp.</b>&nbsp;delaying production of <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its newest chips, code-named Sapphire Rapids, was “another reason” to buy shares in AMD. The delay by Intel is seen as creating an opportunity for AMD to gain market share.</p>\n<p><b>High-Profile <a href=\"https://laohu8.com/S/CUBI\">Customers</a></b>: AMD&nbsp;secured&nbsp;<b>Tesla Inc</b>.and<b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.</b>&nbsp;subsidiary Google as its high-profile customers in June.</p>\n<p><b>Price Action</b>: Advanced Micro Devices shares closed 3.6% higher in Tuesday’s regular trading session at $112.56.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184521901","content_text":"Shares of Advanced Micro Devices Inc. AMD extended gains to a fifth straight day and closed 3.6% higher in Tuesday’s regular trading session.\nWhat Happened: Advanced Micro Devices shares also hit a new 52-week high of $114.85 on Tuesday after the chipmakerannouncedthe availability of its new AMD Radeon PRO W6000X series GPUs for Apple Inc.’s Mac Pro desktop computers.\nIn addition, the company’s shares likely benefited after Bloombergreportedthat UK regulators may block rival chipmakerNvidia Corp.’sNVDA$40 billion acquisition of UK-based chipmaker Arm Ltd. due to national security concerns.\nMomentum From Q2 Results: AMD’s shares have been picked up momentum after the companyreportedbetter-than-expected second-quarter results last week.\nRetail Interest: AMD is seeinghigh interestfrom retail investors and was the third-most discussed stock on Reddit’s r/WallStreetBets forum as of Tuesday night. The forum, which has 10.7 million users, is best known for driving the rally in GameStop Corp. and other heavily shorted stocks earlier this year.\nIntel Production Woes: In June, CNBC host Cramernotedthat Intel Corp. delaying production of one of its newest chips, code-named Sapphire Rapids, was “another reason” to buy shares in AMD. The delay by Intel is seen as creating an opportunity for AMD to gain market share.\nHigh-Profile Customers: AMD secured Tesla Inc.andAlphabet Inc. subsidiary Google as its high-profile customers in June.\nPrice Action: Advanced Micro Devices shares closed 3.6% higher in Tuesday’s regular trading session at $112.56.","news_type":1},"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572687403241911","authorId":"3572687403241911","name":"MingHui","avatar":"https://static.tigerbbs.com/f036b90ac4085bf85b38728de22f18c9","crmLevel":4,"crmLevelSwitch":0,"idStr":"3572687403241911","authorIdStr":"3572687403241911"},"content":"Count money [money fan]","text":"Count money [money fan]","html":"Count money [money fan]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802992718,"gmtCreate":1627704252534,"gmtModify":1703495011192,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"It would be an incredible merger if it happens","listText":"It would be an incredible merger if it happens","text":"It would be an incredible merger if it happens","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/802992718","repostId":"2155492152","repostType":4,"repost":{"id":"2155492152","kind":"news","pubTimestamp":1627667272,"share":"https://ttm.financial/m/news/2155492152?lang=&edition=fundamental","pubTime":"2021-07-31 01:47","market":"us","language":"en","title":"Elon Musk Denies He Discussed Apple-Tesla Merger With Tim Cook","url":"https://stock-news.laohu8.com/highlight/detail?id=2155492152","media":"Bloomberg","summary":"(Bloomberg) -- Tesla Inc. Chief Executive Officer Elon Musk said on Friday that he never met with Ap","content":"<p>(Bloomberg) -- Tesla Inc. Chief Executive Officer Elon Musk said on Friday that he never met with Apple Inc. about a potential takeover and slammed the tech giant’s App Store fees, calling them a “global tax on the internet.”</p>\n<p>He was responding to an upcoming book that says Apple CEO Tim Cook called Musk in 2016 about taking over Tesla. The book claims that merger discussions ended when Musk told Cook he’d like to replace him as Apple’s CEO as part of the deal. According to the story -- revealed in a Los Angeles Times review of “Power Play: Tesla, Elon Musk, and the Bet of the Century” by Wall Street Journal reporter Tim Higgins -- Cook then hung up the phone after uttering an expletive.</p>\n<p>“Cook &amp; I have never spoken or written to each other ever,” Musk said on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>. “There was a point where I requested to meet with Cook to talk about Apple buying Tesla. There were no conditions of acquisition proposed whatsoever.”</p>\n<p>Cook refused the meeting, Musk said. “Tesla was worth about 6% of today’s value,” he said. The statement reiterated remarks from last year, when Musk said Cook refused to take a meeting about acquiring Tesla.</p>\n<p>Apple also denied the book’s anecdote and pointed to comments from Cook on a recent New York Times podcast. “You know, I’ve never spoken to Elon, although I have great admiration and respect for the company he’s built,” Cook said.</p>\n<p>Musk followed up with a separate tweet Friday on Apple’s store fees. “Epic is right,” he said, a reference to Epic Games Inc.’s lawsuit with Apple over its commissions.</p>\n<p>Epic sued Apple after the Cupertino, California-based company removed the game Fortnite from its store for circumventing in-app-purchase fees. Epic has attacked Apple’s practice of forcing apps to share 15% to 30% of their revenue. A California judge will rule on the suit as early as August.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Denies He Discussed Apple-Tesla Merger With Tim Cook</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 Denies He Discussed Apple-Tesla Merger With Tim Cook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 01:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/elon-musk-denies-discussed-apple-174752074.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Tesla Inc. Chief Executive Officer Elon Musk said on Friday that he never met with Apple Inc. about a potential takeover and slammed the tech giant’s App Store fees, calling them a “...</p>\n\n<a href=\"https://finance.yahoo.com/news/elon-musk-denies-discussed-apple-174752074.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","AAPL":"苹果","TSLA":"特斯拉","NYT":"纽约时报"},"source_url":"https://finance.yahoo.com/news/elon-musk-denies-discussed-apple-174752074.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2155492152","content_text":"(Bloomberg) -- Tesla Inc. Chief Executive Officer Elon Musk said on Friday that he never met with Apple Inc. about a potential takeover and slammed the tech giant’s App Store fees, calling them a “global tax on the internet.”\nHe was responding to an upcoming book that says Apple CEO Tim Cook called Musk in 2016 about taking over Tesla. The book claims that merger discussions ended when Musk told Cook he’d like to replace him as Apple’s CEO as part of the deal. According to the story -- revealed in a Los Angeles Times review of “Power Play: Tesla, Elon Musk, and the Bet of the Century” by Wall Street Journal reporter Tim Higgins -- Cook then hung up the phone after uttering an expletive.\n“Cook & I have never spoken or written to each other ever,” Musk said on Twitter. “There was a point where I requested to meet with Cook to talk about Apple buying Tesla. There were no conditions of acquisition proposed whatsoever.”\nCook refused the meeting, Musk said. “Tesla was worth about 6% of today’s value,” he said. The statement reiterated remarks from last year, when Musk said Cook refused to take a meeting about acquiring Tesla.\nApple also denied the book’s anecdote and pointed to comments from Cook on a recent New York Times podcast. “You know, I’ve never spoken to Elon, although I have great admiration and respect for the company he’s built,” Cook said.\nMusk followed up with a separate tweet Friday on Apple’s store fees. “Epic is right,” he said, a reference to Epic Games Inc.’s lawsuit with Apple over its commissions.\nEpic sued Apple after the Cupertino, California-based company removed the game Fortnite from its store for circumventing in-app-purchase fees. Epic has attacked Apple’s practice of forcing apps to share 15% to 30% of their revenue. A California judge will rule on the suit as early as August.","news_type":1},"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560241002253187","authorId":"3560241002253187","name":"CL777","avatar":"https://static.tigerbbs.com/e9aef3dd830373a0427a3447b1b564e3","crmLevel":6,"crmLevelSwitch":0,"idStr":"3560241002253187","authorIdStr":"3560241002253187"},"content":"In his Dreams lol","text":"In his Dreams lol","html":"In his Dreams lol"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182162832,"gmtCreate":1623558354626,"gmtModify":1704206150414,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Fly him and Amazon share price to the moon [Cool]&nbsp;","listText":"Fly him and Amazon share price to the moon [Cool]&nbsp;","text":"Fly him and Amazon share price to the moon [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/182162832","repostId":"1191179846","repostType":4,"repost":{"id":"1191179846","kind":"news","pubTimestamp":1623536312,"share":"https://ttm.financial/m/news/1191179846?lang=&edition=fundamental","pubTime":"2021-06-13 06:18","market":"us","language":"en","title":"Blue Origin auctions seat on first spaceflight with Jeff Bezos for $28 million","url":"https://stock-news.laohu8.com/highlight/detail?id=1191179846","media":"cnbc","summary":"KEY POINTS\n\nJeff Bezos’ space venture Blue Origin auctioned off a seat Saturday on its first crewed ","content":"<div>\n<p>KEY POINTS\n\nJeff Bezos’ space venture Blue Origin auctioned off a seat Saturday on its first crewed spaceflight scheduled on July 20.\nThe winning bidder will fly to the edge of space with the Amazon ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/12/jeff-bezos-blue-origin-auctions-spaceflight-seat-for-28-million.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Blue Origin auctions seat on first spaceflight with Jeff Bezos for $28 million</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\">\nBlue Origin auctions seat on first spaceflight with Jeff Bezos for $28 million\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-13 06:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/12/jeff-bezos-blue-origin-auctions-spaceflight-seat-for-28-million.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nJeff Bezos’ space venture Blue Origin auctioned off a seat Saturday on its first crewed spaceflight scheduled on July 20.\nThe winning bidder will fly to the edge of space with the Amazon ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/12/jeff-bezos-blue-origin-auctions-spaceflight-seat-for-28-million.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/06/12/jeff-bezos-blue-origin-auctions-spaceflight-seat-for-28-million.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1191179846","content_text":"KEY POINTS\n\nJeff Bezos’ space venture Blue Origin auctioned off a seat Saturday on its first crewed spaceflight scheduled on July 20.\nThe winning bidder will fly to the edge of space with the Amazon founder and his brother Mark on Blue Origin’s New Shepard rocket.\nNew Shepard, a rocket that carries a capsule to an altitude of over 340,000 feet, has flown more than a dozen successful test flights without passengers.\n\nJeff Bezos’ space venture Blue Origin auctioned off a seat on its upcoming first crewed spaceflight on Saturday for $28 million.\nThe winning bidder,whose name wasn’t released,will fly to the edge of space with theAmazonfounder and his brother Markon Blue Origin’s New Shepard rocket scheduled to launch on July 20.The company said it will reveal the name of the auction winner in the coming weeks.\nBidding opened at $4.8 million but surpassed $20 million within the first few minutes of the auction. The auction’s proceeds will be donated to Blue Origin’s education-focused nonprofit Club for the Future, which supports kids interested in future STEM careers.\nBlue Origin director of astronaut and orbital sales Ariane Cornell said during the auction webcast that New Shepard’s first passenger flight will carry four people, including Bezos, his brother, the auction winner and a fourth person to be announced later.\nAutonomous spaceflight\nNew Shepard, a rocket that carries a capsule to an altitude of over 340,000 feet, has flown more than a dozen successful test flights without passengers, including one in April at the company’s facility in the Texas desert. It’s designed to carry up to six people and flies autonomously — without needing a pilot. The capsule has massive windows to give passengers a view of the earth below during about three minutes in zero gravity, before returning to Earth.\nBlue Origin’s system launches vertically, and both the rocket and capsule are reusable. The boosters land vertically on a concrete pad at the company’s facility in Van Horn, Texas, while the capsules land using a set of parachutes.\nBezos founded Blue Origin in 2000 and still owns the company, funding it through share sales of his Amazon stock.\nJuly 20 is notable because it also marks the 52nd anniversary of the Apollo 11 moon landing.\nBranson and Musk\nBezos and fellow billionairesElon MuskandSir Richard Bransonarein a race to get to space, but each in different ways.Bezos’ Blue Origin and Branson’sVirgin Galacticare competing to take passengers on short flights to the edge of space, a sector known as suborbital tourism, while Musk’s SpaceX is launching private passengers on further, multi-day flights, in what is known as orbital tourism.\nBoth Blue Origin and Virgin Galactic have been developing rocket-powered spacecraft, but that is where the similarities end. While Blue Origin’s New Shepard rocket launches vertically from the ground,Virgin Galactic’s SpaceShipTwo system is released mid-air and returns to Earth in a glidefor a runway landing, like an aircraft.\nVirgin Galactic’s system is also flown by two pilots, while Blue Origin’s launches without one.Branson’s company has also flown a test spaceflight with a passenger onboard, although the company has three spaceflight tests remainingbefore it begins flying commercial customers– which is planned to start in 2022.\nSpaceX launches its Crew Dragon spacecraft to orbit atop its reusable Falcon 9 rocket, havingsent 10 astronauts to the International Space Station on three missions to date.\nIn addition to the government flights, Musk’s company is planning to launch multiple private astronaut missions in the year ahead – beginning withthe all-civilian Inspiration4 missionthat is planned for September. SpaceX is also launchingat least four private missions for Axiom Space, starting early next year.\nBlue Origin’s auction may have netted $28 million, but a seat on a suborbital spacecraft is typically much less expensive. Virgin Galactic has historically sold reservations between $200,000 and $250,000 per ticket, and more recently charged the Italian Air Force about $500,000 per ticket for a training spaceflight.\nMusk’s orbital missions are more costly than the suborbital flights, with NASA paying SpaceX about $55 million per seat for spaceflights to the ISS.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582715682022765","authorId":"3582715682022765","name":"DMan","avatar":"https://static.tigerbbs.com/6399d40f2dd21db391da7642e5d28c16","crmLevel":6,"crmLevelSwitch":0,"idStr":"3582715682022765","authorIdStr":"3582715682022765"},"content":"Please split amazon before flying the price to the moon?","text":"Please split amazon before flying the price to the moon?","html":"Please split amazon before flying the price to the moon?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139606763,"gmtCreate":1621610131752,"gmtModify":1704360568109,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Interesting read","listText":"Interesting read","text":"Interesting read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/139606763","repostId":"1197544614","repostType":2,"repost":{"id":"1197544614","kind":"news","pubTimestamp":1621600946,"share":"https://ttm.financial/m/news/1197544614?lang=&edition=fundamental","pubTime":"2021-05-21 20:42","market":"us","language":"en","title":"Apple Stock: How Long Should You Hold It?","url":"https://stock-news.laohu8.com/highlight/detail?id=1197544614","media":"TheStreet","summary":"For best performance, how long should Apple stock be held in a portfolio? The Apple Maven discusses ","content":"<p>For best performance, how long should Apple stock be held in a portfolio? The Apple Maven discusses what traders, speculators and investors should expect when betting on AAPL.</p>\n<p>The&nbsp;Street’s&nbsp;Jim Cramer has said it repeatedly: own Apple stock (ticker $AAPL), don’t trade it. Today, the Apple Maven revisits this idea to help determine how long one should hold Apple shares.</p>\n<p>Below is an analysis of how much one might expect to gain if (1) day-trading, (2) speculating on, or (3) investing in Apple stock. Obviously, since the future is uncertain, the analysis is based on historical data – which I believe can at least provide a blueprint for future share price performance.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6726ed885cefb1c7f81fe0ac2f6eff7c\" tg-width=\"799\" tg-height=\"466\"><span>Figure 1: AAPL trading chart.</span></p>\n<p><b>#1. AAPL investors: long-term winners</b></p>\n<p>As I mentioned&nbsp;in my recent “Apple Stock 101” article, investors that bought Apple shares in December 1980 (i.e. the IPO date) and held onto them until now realized impressive annualized gains of&nbsp;<b>19%</b>. Clearly, AAPL has been a good asset to “get and forget” over Apple’s tenure as a publicly-traded company.</p>\n<p>But allow me to work with more realistic time frames. For this exercise, I will consider “investors” those who hold AAPL for one year. To be clear, many might consider twelve months a minimum investment horizon to qualify as long term.</p>\n<p>Also, I am limiting my analysis to the past 20 years, since the stock used to be much riskier and more volatile in its first couple of decades of existence than it is now. Apple stock’s returns have been even better during this period that begins with the end of the dot-com correction:<b>35%</b>&nbsp;annualized.</p>\n<p>The chart below shows the distribution of&nbsp;<i>weekly returns</i>&nbsp;earned by an Apple stock investor, using the parameters described above, if the bet had been made on any give day since May 2001.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d658a73af3c004123aa9e0d29906ebe7\" tg-width=\"703\" tg-height=\"418\"><span>Figure 2: AAPL investor's weekly return distribution.</span></p>\n<ul>\n <li><b>Key observation</b>: if held for one year, and based on historical observations alone (i.e. not on modeled projections for the future), Apple stock can arguably be expected to produce weekly returns of about +0.5% to +1.0%. Rarely has the stock been a big-time winner or loser – say, weekly returns of more than +2% or less than -1% on average – when the investment horizon is one year.</li>\n</ul>\n<p><b>#2. AAPL speculators: higher octane</b></p>\n<p>Speculators have had a bit different experience from the above. Here, I characterize as “speculator” someone who buys AAPL and sells it ten weeks later, or roughly two and a half months after the purchase date.</p>\n<p>See histogram below. For ease of comparison with the weekly return analysis immediately above, I kept the chart’s scale unchanged.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/209f65d605439ca2f039619f15f5fc68\" tg-width=\"690\" tg-height=\"404\"><span>Figure 3: AAPL speculator's weekly return distribution.</span></p>\n<ul>\n <li><b>Key observation</b>: the distribution above is still somewhat bell-shaped, meaning that a weekly return of between +0.5% and +1.0% is still quite common. However, notice the much “fatter tails”. The probability of larger weekly gains or losses tends to increase when Apple stock is held for ten weeks rather than one year.</li>\n</ul>\n<p><b>#3. AAPL day-traders: buckle up!</b></p>\n<p>Lastly, day-traders that buy Apple stock and sell it within less than a full week have been playing a completely different game. Once again, the histogram below depicts the average<i>weekly return</i>in AAPL when the timeframe is compressed to no more than 7 days. The chart scale, again, remains unchanged for ease of comparison.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f77febcce32d4bcc45cf275cc5936671\" tg-width=\"657\" tg-height=\"395\"><span>Figure 4: AAPL day traders's weekly return distribution.</span></p>\n<ul>\n <li><b>Key observation</b>: when buying and selling AAPL in a matter of days, it is most common for the bets to result in much more sizable weekly gains or losses: less than -2.0% or more than +2.0%. Earning long-term average gains of about +0.5% to +1.0%, in these cases, has been a rarity.</li>\n</ul>\n<p><b>What to make of it all</b></p>\n<p>Back to the original question: how long should Apple stock be held? Based on historical analysis, the answer really depends on personal goals. Here is the roadmap:</p>\n<ul>\n <li>If merely seeking long-term capital appreciation that might be market-beating, but probably not by a very wide margin, buying AAPL and holding it for a year or more is highly advisable. Speculative bets of a few weeks here and there (say, selling into strength and buying into weakness based on price action) could help to boost returns, if the trades are well executed.</li>\n <li>If seeking outsized gains, trading AAPL within days would be the best approach. However, this strategy is also the riskiest, as it could lead to outsized losses instead. I believe that day-trading Apple stock is the least advisable approach to most people, but possibly an interesting proposition for a select few.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: How Long Should You Hold It?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: How Long Should You Hold It?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 20:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-how-long-should-you-hold-it><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For best performance, how long should Apple stock be held in a portfolio? The Apple Maven discusses what traders, speculators and investors should expect when betting on AAPL.\nThe Street’s Jim Cramer ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-how-long-should-you-hold-it\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-how-long-should-you-hold-it","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197544614","content_text":"For best performance, how long should Apple stock be held in a portfolio? The Apple Maven discusses what traders, speculators and investors should expect when betting on AAPL.\nThe Street’s Jim Cramer has said it repeatedly: own Apple stock (ticker $AAPL), don’t trade it. Today, the Apple Maven revisits this idea to help determine how long one should hold Apple shares.\nBelow is an analysis of how much one might expect to gain if (1) day-trading, (2) speculating on, or (3) investing in Apple stock. Obviously, since the future is uncertain, the analysis is based on historical data – which I believe can at least provide a blueprint for future share price performance.\nFigure 1: AAPL trading chart.\n#1. AAPL investors: long-term winners\nAs I mentioned in my recent “Apple Stock 101” article, investors that bought Apple shares in December 1980 (i.e. the IPO date) and held onto them until now realized impressive annualized gains of 19%. Clearly, AAPL has been a good asset to “get and forget” over Apple’s tenure as a publicly-traded company.\nBut allow me to work with more realistic time frames. For this exercise, I will consider “investors” those who hold AAPL for one year. To be clear, many might consider twelve months a minimum investment horizon to qualify as long term.\nAlso, I am limiting my analysis to the past 20 years, since the stock used to be much riskier and more volatile in its first couple of decades of existence than it is now. Apple stock’s returns have been even better during this period that begins with the end of the dot-com correction:35% annualized.\nThe chart below shows the distribution of weekly returns earned by an Apple stock investor, using the parameters described above, if the bet had been made on any give day since May 2001.\nFigure 2: AAPL investor's weekly return distribution.\n\nKey observation: if held for one year, and based on historical observations alone (i.e. not on modeled projections for the future), Apple stock can arguably be expected to produce weekly returns of about +0.5% to +1.0%. Rarely has the stock been a big-time winner or loser – say, weekly returns of more than +2% or less than -1% on average – when the investment horizon is one year.\n\n#2. AAPL speculators: higher octane\nSpeculators have had a bit different experience from the above. Here, I characterize as “speculator” someone who buys AAPL and sells it ten weeks later, or roughly two and a half months after the purchase date.\nSee histogram below. For ease of comparison with the weekly return analysis immediately above, I kept the chart’s scale unchanged.\nFigure 3: AAPL speculator's weekly return distribution.\n\nKey observation: the distribution above is still somewhat bell-shaped, meaning that a weekly return of between +0.5% and +1.0% is still quite common. However, notice the much “fatter tails”. The probability of larger weekly gains or losses tends to increase when Apple stock is held for ten weeks rather than one year.\n\n#3. AAPL day-traders: buckle up!\nLastly, day-traders that buy Apple stock and sell it within less than a full week have been playing a completely different game. Once again, the histogram below depicts the averageweekly returnin AAPL when the timeframe is compressed to no more than 7 days. The chart scale, again, remains unchanged for ease of comparison.\nFigure 4: AAPL day traders's weekly return distribution.\n\nKey observation: when buying and selling AAPL in a matter of days, it is most common for the bets to result in much more sizable weekly gains or losses: less than -2.0% or more than +2.0%. Earning long-term average gains of about +0.5% to +1.0%, in these cases, has been a rarity.\n\nWhat to make of it all\nBack to the original question: how long should Apple stock be held? Based on historical analysis, the answer really depends on personal goals. Here is the roadmap:\n\nIf merely seeking long-term capital appreciation that might be market-beating, but probably not by a very wide margin, buying AAPL and holding it for a year or more is highly advisable. Speculative bets of a few weeks here and there (say, selling into strength and buying into weakness based on price action) could help to boost returns, if the trades are well executed.\nIf seeking outsized gains, trading AAPL within days would be the best approach. However, this strategy is also the riskiest, as it could lead to outsized losses instead. I believe that day-trading Apple stock is the least advisable approach to most people, but possibly an interesting proposition for a select few.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581571479581183","authorId":"3581571479581183","name":"1Robo","avatar":"https://static.tigerbbs.com/d6d78c3153b562ef72e04f138b8a4f8a","crmLevel":6,"crmLevelSwitch":0,"idStr":"3581571479581183","authorIdStr":"3581571479581183"},"content":"aapl is still a steady growth stock, but i wonder how much further it can grow given its valuation is already US$2T.","text":"aapl is still a steady growth stock, but i wonder how much further it can grow given its valuation is already US$2T.","html":"aapl is still a steady growth stock, but i wonder how much further it can grow given its valuation is already US$2T."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324734320,"gmtCreate":1616030094660,"gmtModify":1704789926124,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Privacy has become a&nbsp;valuable commodity&nbsp;","listText":"Privacy has become a&nbsp;valuable commodity&nbsp;","text":"Privacy has become a valuable commodity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/324734320","repostId":"1138302707","repostType":2,"repost":{"id":"1138302707","kind":"news","pubTimestamp":1615975204,"share":"https://ttm.financial/m/news/1138302707?lang=&edition=fundamental","pubTime":"2021-03-17 18:00","market":"us","language":"en","title":"Apple Vs. Facebook: The Battle Over Privacy Heats Up","url":"https://stock-news.laohu8.com/highlight/detail?id=1138302707","media":"The Street","summary":"The gloves are off. While Big Tech keeps being hammered on many fronts (EU, US government, Spotify, ","content":"<p>The gloves are off. While Big Tech keeps being hammered on many fronts (EU, US government, Spotify, Epic Games)for alleged antitrust practices, now the companies are fighting among themselves.</p>\n<p>Soon, Apple will push its iOS update to the iPhone. In the new version of the software, users will be given an option to opt out of sharing personal data with the likes of Facebook and Alphabet, a feature known as ATT, or App Tracking Transparency. The media giants currently use this information to personalize ads – and to make loads of money.</p>\n<p><b>The opening arguments</b></p>\n<p>Apple’s CEO Tim Cook believes that giving users the option to control their data is the right thing to do. He explained why on Twitter (which, by the way, would likely also be hurt by the upcoming changes):</p>\n<p><img src=\"https://static.tigerbbs.com/6cc84f28b94d055192f9a8d7f825537e\" tg-width=\"569\" tg-height=\"298\">The move seems timely, especially during times of rampant polarization and misinformation campaigns. But Facebookthinksotherwise. According to the Menlo Park company, personalization powers discovery. It helps to match demand with supply, thus supporting small businesses.</p>\n<p>Here is what the owner of a gourmet burger restaurant in South CarolinatoldNPR, a case that supports Facebook in its argument:</p>\n<blockquote>\n “Ninety percent of our customers are finding us because of Facebook, because of those personalized ads. So, if something were to disrupt that, it's going to be a problem.”\n</blockquote>\n<p>Facebook even went meta, and recently started an ad campaign about… ad campaigns. Check it out:</p>\n<p><b>The battle of the gatekeepers</b></p>\n<p>Both Apple and Facebook claim the moral higher ground when defending their positions in the battle over users’ privacy. Apple sees itself as the protector of information, while Facebook claims to be the force for good that uses the data in the best manner possible for its audience.</p>\n<p>But in reality, the business motives behind the debate speak louder.</p>\n<p>Should Apple move forward with the iOS update as planned, smartphone users could be attracted to the privacy feature, which would bode well for the iPhone itself. Should Facebook succeed at stopping or limiting the changes, the media company would benefit from its ability to offer its consumers (i.e. advertisers) a better product.</p>\n<p>It is unclear what will happen in this Goliath vs. Goliath fight to be the strongest gatekeeper in Big Tech. Apple has proven to be somewhat accommodative in other battles, when itlowered its App Store commission to smaller developers, in the face of antitrust scrutiny. This time, Cook &amp; Co. seem more adamant.</p>\n<p>It is also unclear whether Facebook can summon enough support from other tech companies and/or even regulatory agencies to strengthen its case. At stake could be a 7%hitto Facebook’s revenues, which would amount to a hefty $6 billion per year.</p>\n<p><b>Twitter speaks</b></p>\n<p>Here is an interesting question: if given the option, would users choose to share their information with Facebook or Alphabet for ad purposes? I suspected that the answers would be overwhelmingly “no”. Check out the Twitter poll below.</p>\n<p><img src=\"https://static.tigerbbs.com/5c79d60c2138639c6f00171016697877\" tg-width=\"562\" tg-height=\"394\"></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Vs. Facebook: The Battle Over Privacy Heats Up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Vs. Facebook: The Battle Over Privacy Heats Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/news/apple-vs-facebook-the-battle-over-privacy-heats-up><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The gloves are off. While Big Tech keeps being hammered on many fronts (EU, US government, Spotify, Epic Games)for alleged antitrust practices, now the companies are fighting among themselves.\nSoon, ...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/apple-vs-facebook-the-battle-over-privacy-heats-up\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/news/apple-vs-facebook-the-battle-over-privacy-heats-up","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138302707","content_text":"The gloves are off. While Big Tech keeps being hammered on many fronts (EU, US government, Spotify, Epic Games)for alleged antitrust practices, now the companies are fighting among themselves.\nSoon, Apple will push its iOS update to the iPhone. In the new version of the software, users will be given an option to opt out of sharing personal data with the likes of Facebook and Alphabet, a feature known as ATT, or App Tracking Transparency. The media giants currently use this information to personalize ads – and to make loads of money.\nThe opening arguments\nApple’s CEO Tim Cook believes that giving users the option to control their data is the right thing to do. He explained why on Twitter (which, by the way, would likely also be hurt by the upcoming changes):\nThe move seems timely, especially during times of rampant polarization and misinformation campaigns. But Facebookthinksotherwise. According to the Menlo Park company, personalization powers discovery. It helps to match demand with supply, thus supporting small businesses.\nHere is what the owner of a gourmet burger restaurant in South CarolinatoldNPR, a case that supports Facebook in its argument:\n\n “Ninety percent of our customers are finding us because of Facebook, because of those personalized ads. So, if something were to disrupt that, it's going to be a problem.”\n\nFacebook even went meta, and recently started an ad campaign about… ad campaigns. Check it out:\nThe battle of the gatekeepers\nBoth Apple and Facebook claim the moral higher ground when defending their positions in the battle over users’ privacy. Apple sees itself as the protector of information, while Facebook claims to be the force for good that uses the data in the best manner possible for its audience.\nBut in reality, the business motives behind the debate speak louder.\nShould Apple move forward with the iOS update as planned, smartphone users could be attracted to the privacy feature, which would bode well for the iPhone itself. Should Facebook succeed at stopping or limiting the changes, the media company would benefit from its ability to offer its consumers (i.e. advertisers) a better product.\nIt is unclear what will happen in this Goliath vs. Goliath fight to be the strongest gatekeeper in Big Tech. Apple has proven to be somewhat accommodative in other battles, when itlowered its App Store commission to smaller developers, in the face of antitrust scrutiny. This time, Cook & Co. seem more adamant.\nIt is also unclear whether Facebook can summon enough support from other tech companies and/or even regulatory agencies to strengthen its case. At stake could be a 7%hitto Facebook’s revenues, which would amount to a hefty $6 billion per year.\nTwitter speaks\nHere is an interesting question: if given the option, would users choose to share their information with Facebook or Alphabet for ad purposes? I suspected that the answers would be overwhelmingly “no”. Check out the Twitter poll below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800333377,"gmtCreate":1627276587899,"gmtModify":1703486559930,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/800333377","repostId":"1100772026","repostType":4,"repost":{"id":"1100772026","kind":"news","pubTimestamp":1627254622,"share":"https://ttm.financial/m/news/1100772026?lang=&edition=fundamental","pubTime":"2021-07-26 07:10","market":"us","language":"en","title":"Apple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1100772026","media":"Barrons","summary":"It’s the busiest week of second-quarter earnings season. About $one$ third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, $Visa$, $AMD$, UPS, General Electric, $3M$, and Starbucks headline a 42-report day.$Facebook$, Shopify, Boeing, Ford Motor, $PayPal$ Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday.","content":"<p>It’s the busiest week of second-quarter earnings season. About <a href=\"https://laohu8.com/S/AONE.U\">one</a> third of S&amp;P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, <a href=\"https://laohu8.com/S/V\">Visa</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, UPS, General Electric, <a href=\"https://laohu8.com/S/MMM\">3M</a>, and Starbucks headline a 42-report day.</p>\n<p><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Shopify, Boeing, Ford Motor, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday. Finally, Exxon Mobil, Caterpillar, <a href=\"https://laohu8.com/S/CHTR\">Charter Communications</a>, Chevron, and Procter &amp; Gamble close the week on Friday.</p>\n<p><img src=\"https://static.tigerbbs.com/4564430f7fe9649d97a7a105615955e5\" tg-width=\"1562\" tg-height=\"676\" referrerpolicy=\"no-referrer\">There will be plenty of action on the economic calendar this week too. The Federal Reserve’s policy committee wraps up a two-day meeting on Wednesday. A change in interest rates is off the table, but officials could reveal more information about their timeline for reducing bond purchases. Fed Chair Jerome Powell’s post-meeting press conference will be must-watch viewing.</p>\n<p>On Thursday, the Bureau of Economic Analysis publishes its first official estimate of second-quarter U.S. gross domestic product. Economists are expecting a white-hot 9.1% seasonally adjusted annual growth rate, up from 6.4% in the first quarter.</p>\n<p>Other data out this week include the Conference Board’s Consumer Confidence Index for July and the Commerce Department’s durable goods orders for June, both on Tuesday. The latter is often viewed as a decent proxy for business investment.</p>\n<p>Monday 7/26</p>\n<p>Cadence Design Systems, Hasbro, Lockheed Martin, Otis Worldwide, and Tesla report quarterly results.</p>\n<p>The Census Bureau reports new single-family home sales for June. Economists forecast a seasonally adjusted annual rate of 800,000 new homes sold, 4% more than May’s 769,000.</p>\n<p>Tuesday 7/27</p>\n<p>It’s a big day for megacap tech earnings. Alphabet, Apple, and Microsoft will release quarterly results. The three companies are among the five largest globally by market value, worth a combined $6.4 trillion.</p>\n<p>3M, Advanced Micro Devices, Chubb, Ecolab, General Electric, Invesco, Mondelez International, MSCI, Raytheon Technologies, Starbucks, United Parcel Service, and Visa announce earnings.</p>\n<p>The Conference Board releases its Consumer Confidence Index for July. Consensus estimate is for a 124 reading, lower than June’s 127.3. The June figure was the highest for the index since the beginning of the pandemic.</p>\n<p>S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> releases its Case-Shiller National Home Price Index for May. Expectations are for a 16.4% year-over-year rise, after a 14.6% jump in April. The April spike was a record for the index going back to 1988, when data were first collected.</p>\n<p>Wednesday 7/28</p>\n<p>Automatic Data Processing, Boeing, Bristol Myers Squibb, Facebook, Ford Motor, Generac Holdings, McDonald’s, Moody’s, Norfolk Southern, PayPal Holdings, Pfizer, Qualcomm, Shopify, and Thermo Fisher Scientific release quarterly results.</p>\n<p>The Federal Open Market Committee announces its monetary-policy decision. The FOMC is expected to leave the federal-funds rate unchanged near zero. Wall Street expects the central bank to announce a timeline for reducing its bond purchases, currently about $120 billion a month, at some time between now and the September meeting.</p>\n<p>Thursday 7/29</p>\n<p>Altria Group, Amazon.com, Comcast, Hershey, Hilton Worldwide Holdings, Mastercard, Merck, Molson Coors Beverage, Northrop Grumman, and T-Mobile US hold conference calls to discuss earnings.</p>\n<p>Robinhood Markets, the zero-commission investment app, is expected to begin trading on the Nasdaq exchange under the ticker HOOD. Robinhood plans to offer 55 million shares at $38 to $42 a share, which would value the company at roughly $35 billion.</p>\n<p>The Bureau of Economic Analysis reports its preliminary estimate of second-quarter gross domestic product. Economists forecast a 9.1% seasonally adjusted annual growth rate, following a 6.4% increase in the first quarter. The Federal Reserve currently projects 7% GDP growth for 2021, which would be the fastest rate of growth since 1984.</p>\n<p>Friday 7/30</p>\n<p>AbbVie, Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Exxon Mobil, Procter &amp; Gamble, and Weyerhaeuser report quarterly results.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 07:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s the busiest week of second-quarter earnings season. About one third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","TSLA":"特斯拉","AMZN":"亚马逊","BA":"波音","PYPL":"PayPal","FORD":"福沃德工业","AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100772026","content_text":"It’s the busiest week of second-quarter earnings season. About one third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, Visa, AMD, UPS, General Electric, 3M, and Starbucks headline a 42-report day.\nFacebook, Shopify, Boeing, Ford Motor, PayPal Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday. Finally, Exxon Mobil, Caterpillar, Charter Communications, Chevron, and Procter & Gamble close the week on Friday.\nThere will be plenty of action on the economic calendar this week too. The Federal Reserve’s policy committee wraps up a two-day meeting on Wednesday. A change in interest rates is off the table, but officials could reveal more information about their timeline for reducing bond purchases. Fed Chair Jerome Powell’s post-meeting press conference will be must-watch viewing.\nOn Thursday, the Bureau of Economic Analysis publishes its first official estimate of second-quarter U.S. gross domestic product. Economists are expecting a white-hot 9.1% seasonally adjusted annual growth rate, up from 6.4% in the first quarter.\nOther data out this week include the Conference Board’s Consumer Confidence Index for July and the Commerce Department’s durable goods orders for June, both on Tuesday. The latter is often viewed as a decent proxy for business investment.\nMonday 7/26\nCadence Design Systems, Hasbro, Lockheed Martin, Otis Worldwide, and Tesla report quarterly results.\nThe Census Bureau reports new single-family home sales for June. Economists forecast a seasonally adjusted annual rate of 800,000 new homes sold, 4% more than May’s 769,000.\nTuesday 7/27\nIt’s a big day for megacap tech earnings. Alphabet, Apple, and Microsoft will release quarterly results. The three companies are among the five largest globally by market value, worth a combined $6.4 trillion.\n3M, Advanced Micro Devices, Chubb, Ecolab, General Electric, Invesco, Mondelez International, MSCI, Raytheon Technologies, Starbucks, United Parcel Service, and Visa announce earnings.\nThe Conference Board releases its Consumer Confidence Index for July. Consensus estimate is for a 124 reading, lower than June’s 127.3. The June figure was the highest for the index since the beginning of the pandemic.\nS&P CoreLogic releases its Case-Shiller National Home Price Index for May. Expectations are for a 16.4% year-over-year rise, after a 14.6% jump in April. The April spike was a record for the index going back to 1988, when data were first collected.\nWednesday 7/28\nAutomatic Data Processing, Boeing, Bristol Myers Squibb, Facebook, Ford Motor, Generac Holdings, McDonald’s, Moody’s, Norfolk Southern, PayPal Holdings, Pfizer, Qualcomm, Shopify, and Thermo Fisher Scientific release quarterly results.\nThe Federal Open Market Committee announces its monetary-policy decision. The FOMC is expected to leave the federal-funds rate unchanged near zero. Wall Street expects the central bank to announce a timeline for reducing its bond purchases, currently about $120 billion a month, at some time between now and the September meeting.\nThursday 7/29\nAltria Group, Amazon.com, Comcast, Hershey, Hilton Worldwide Holdings, Mastercard, Merck, Molson Coors Beverage, Northrop Grumman, and T-Mobile US hold conference calls to discuss earnings.\nRobinhood Markets, the zero-commission investment app, is expected to begin trading on the Nasdaq exchange under the ticker HOOD. Robinhood plans to offer 55 million shares at $38 to $42 a share, which would value the company at roughly $35 billion.\nThe Bureau of Economic Analysis reports its preliminary estimate of second-quarter gross domestic product. Economists forecast a 9.1% seasonally adjusted annual growth rate, following a 6.4% increase in the first quarter. The Federal Reserve currently projects 7% GDP growth for 2021, which would be the fastest rate of growth since 1984.\nFriday 7/30\nAbbVie, Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Exxon Mobil, Procter & Gamble, and Weyerhaeuser report quarterly results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114666233,"gmtCreate":1623072963522,"gmtModify":1704195461348,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/114666233","repostId":"1184606456","repostType":4,"repost":{"id":"1184606456","kind":"news","pubTimestamp":1623048513,"share":"https://ttm.financial/m/news/1184606456?lang=&edition=fundamental","pubTime":"2021-06-07 14:48","market":"us","language":"en","title":"Here's what to expect at Apple's WWDC this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1184606456","media":"cnn","summary":"(CNN Business)Revamped MacBooks. Updated iMessage features. An overhaul of the iPad operating system","content":"<p>(CNN Business)Revamped MacBooks. Updated iMessage features. An overhaul of the iPad operating system.</p>\n<p>These are among the announcements Apple (AAPL) may make this week during its Worldwide Developer Conference, a multi-day event that kicks off Monday. The annual event is typically a chance for the tech company to introduce changes to the software used everyday by millions of people.</p>\n<p>eyond new gadgets and the introduction of iOS 15, WWDC will also be an opportunity for Apple to address its developer community in the midst of two major recent spats with app makers — a contentious legal battle with Fortnite-maker Epic Games over its App Store fees and a feud with Facebook (FB) over Apple's new app-tracking privacy policy.</p>\n<p>This year, for the second time, Apple's WWDC will be held online, though there will still be plenty for developers to do virtually, including more than 200 sessions on how to build new apps and services.</p>\n<p>The event begins with a keynote at 1 p.m. ET on Monday, June 7. Here's what to expect based on the latest reports and rumors.</p>\n<p><b>New gadgets</b></p>\n<p>The most significant hardware announcement expected during WWDC is the introduction of a redesigned 16-inch MacBook Pro, and possibly a 14-inch version, too, Bloomberg has reported.</p>\n<p>The device — like other recent computer and iPad launches from the company — would likely be built with Apple's M1 chip, which it has said provides longer battery life and faster processing speeds, among other benefits. The new laptop could also bring back the popular MagSafe power connector, Ben Wood, chief analyst at CCS Insight, said in an email last week.</p>\n<p>Among other hardware updates, Apple could announce a new version of its AirPods, a breakout product for the company but one that is facing increasing competition from the likes of Google and others.</p>\n<p>\"I'm sure Apple is aware of that competition\" and has plans to counter it, said Mike Bailey, director of research at FBB Capital Partners.</p>\n<p>Finally, the iPad could get major new operating system updates, after Apple introduced a new iPad Pro with its M1 chip last fall.</p>\n<p>\"We expect to see the lines between the Mac and the iPad continue to blur with powerful demos of high-performance video editing software and more,\" Wood said.</p>\n<p><b>iMessage gets a social media makeover</b></p>\n<p>Based on the company's promotional materials for WWDC, a centerpiece of the event could be iMessage, the messaging service used by countless Apple device owners.</p>\n<p>The iPhone maker has been working to make iMessage more like a social media platform that competes with Facebook's WhatsApp. Bloomberg reported that iOS 15 iMessage updates will include new options for automatic replies, beyond the existing auto-reply for when users are driving.</p>\n<p>This could further inflame the tensions with Facebook that emerged over privacy.</p>\n<p><b>Focus on privacy</b></p>\n<p>Industry watchers expect Apple to double down on its privacy focus during WWDC this year.</p>\n<p>At last year's conference, Apple announced its iOS 14.5 update that now gives users the option to deny apps permission to track their activity, a move that has drawn the ire of Facebook, which uses this data to target ads. Analysts will be watching for any data from Apple on how many users have stopped sharing data with apps since the feature went into effect in April.</p>\n<p>The company may also introduce even more ways for users to control what data they share with developers and app makers in the latest iOS update.</p>\n<p>\"We expect data privacy and security to be a main focus and theme of [CEO Tim] Cook's keynote as Apple solidifies its privacy policy with the iOS 15 unveil,\" Wedbush analyst Dan Ives said in an investor note last week.</p>\n<p><b>Scrutiny amid Epic trial</b></p>\n<p>The developer conference comes weeks after Apple's blockbuster trial against Fortnite maker Epic Games, in which the 30% commission that Apple takes from developers was heavily scrutinized.</p>\n<p>\"In light of the controversy kicked up by the recent lawsuit with Epic, Apple will likely go out of its way to reassure the developer community that it has their best interests at heart,\" CCS Insight's Wood said.</p>\n<p>The conference was mentioned on the stand during the trial: An Apple executive revealed that the company spends $50 million a year to put WWDC together, in an effort to shore up its argument that it does a lot to support developers.</p>\n<p>\"We turn the place upside down for developers,\" Cook said during his testimony, citing the company's responsiveness to developer complaints.</p>\n<p>But Cook also acknowledged during his testimony that Apple's ultimate allegiance and priority is its users.</p>\n<p>\"We're making decisions in the best interests of the user,\" he said, \"and I think it's important to note that sometimes there's a conflict between what the developer may want and what the user may want.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's what to expect at Apple's WWDC 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\">\nHere's what to expect at Apple's WWDC this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 14:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/06/06/tech/apple-wwdc-2021-preview/index.html><strong>cnn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(CNN Business)Revamped MacBooks. Updated iMessage features. An overhaul of the iPad operating system.\nThese are among the announcements Apple (AAPL) may make this week during its Worldwide Developer ...</p>\n\n<a href=\"https://edition.cnn.com/2021/06/06/tech/apple-wwdc-2021-preview/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://edition.cnn.com/2021/06/06/tech/apple-wwdc-2021-preview/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184606456","content_text":"(CNN Business)Revamped MacBooks. Updated iMessage features. An overhaul of the iPad operating system.\nThese are among the announcements Apple (AAPL) may make this week during its Worldwide Developer Conference, a multi-day event that kicks off Monday. The annual event is typically a chance for the tech company to introduce changes to the software used everyday by millions of people.\neyond new gadgets and the introduction of iOS 15, WWDC will also be an opportunity for Apple to address its developer community in the midst of two major recent spats with app makers — a contentious legal battle with Fortnite-maker Epic Games over its App Store fees and a feud with Facebook (FB) over Apple's new app-tracking privacy policy.\nThis year, for the second time, Apple's WWDC will be held online, though there will still be plenty for developers to do virtually, including more than 200 sessions on how to build new apps and services.\nThe event begins with a keynote at 1 p.m. ET on Monday, June 7. Here's what to expect based on the latest reports and rumors.\nNew gadgets\nThe most significant hardware announcement expected during WWDC is the introduction of a redesigned 16-inch MacBook Pro, and possibly a 14-inch version, too, Bloomberg has reported.\nThe device — like other recent computer and iPad launches from the company — would likely be built with Apple's M1 chip, which it has said provides longer battery life and faster processing speeds, among other benefits. The new laptop could also bring back the popular MagSafe power connector, Ben Wood, chief analyst at CCS Insight, said in an email last week.\nAmong other hardware updates, Apple could announce a new version of its AirPods, a breakout product for the company but one that is facing increasing competition from the likes of Google and others.\n\"I'm sure Apple is aware of that competition\" and has plans to counter it, said Mike Bailey, director of research at FBB Capital Partners.\nFinally, the iPad could get major new operating system updates, after Apple introduced a new iPad Pro with its M1 chip last fall.\n\"We expect to see the lines between the Mac and the iPad continue to blur with powerful demos of high-performance video editing software and more,\" Wood said.\niMessage gets a social media makeover\nBased on the company's promotional materials for WWDC, a centerpiece of the event could be iMessage, the messaging service used by countless Apple device owners.\nThe iPhone maker has been working to make iMessage more like a social media platform that competes with Facebook's WhatsApp. Bloomberg reported that iOS 15 iMessage updates will include new options for automatic replies, beyond the existing auto-reply for when users are driving.\nThis could further inflame the tensions with Facebook that emerged over privacy.\nFocus on privacy\nIndustry watchers expect Apple to double down on its privacy focus during WWDC this year.\nAt last year's conference, Apple announced its iOS 14.5 update that now gives users the option to deny apps permission to track their activity, a move that has drawn the ire of Facebook, which uses this data to target ads. Analysts will be watching for any data from Apple on how many users have stopped sharing data with apps since the feature went into effect in April.\nThe company may also introduce even more ways for users to control what data they share with developers and app makers in the latest iOS update.\n\"We expect data privacy and security to be a main focus and theme of [CEO Tim] Cook's keynote as Apple solidifies its privacy policy with the iOS 15 unveil,\" Wedbush analyst Dan Ives said in an investor note last week.\nScrutiny amid Epic trial\nThe developer conference comes weeks after Apple's blockbuster trial against Fortnite maker Epic Games, in which the 30% commission that Apple takes from developers was heavily scrutinized.\n\"In light of the controversy kicked up by the recent lawsuit with Epic, Apple will likely go out of its way to reassure the developer community that it has their best interests at heart,\" CCS Insight's Wood said.\nThe conference was mentioned on the stand during the trial: An Apple executive revealed that the company spends $50 million a year to put WWDC together, in an effort to shore up its argument that it does a lot to support developers.\n\"We turn the place upside down for developers,\" Cook said during his testimony, citing the company's responsiveness to developer complaints.\nBut Cook also acknowledged during his testimony that Apple's ultimate allegiance and priority is its users.\n\"We're making decisions in the best interests of the user,\" he said, \"and I think it's important to note that sometimes there's a conflict between what the developer may want and what the user may want.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346853377,"gmtCreate":1618023355899,"gmtModify":1704706081469,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/346853377","repostId":"1115040048","repostType":2,"repost":{"id":"1115040048","kind":"news","pubTimestamp":1617971898,"share":"https://ttm.financial/m/news/1115040048?lang=&edition=fundamental","pubTime":"2021-04-09 20:38","market":"hk","language":"en","title":"Why Semiconductors Are As Scarce As Gold","url":"https://stock-news.laohu8.com/highlight/detail?id=1115040048","media":"Think","summary":"A shortage of semiconductors is a continuing and major issue.The squeezed market is forcing manufacturers to slow down, weighing on recovery.And ongoing strong demand keeps the pressure on.Computer chips are in short supply due to a sudden spike in demand linked to Covid-19. This demand shock is primarily caused by consumers who can't splash the cash on services such as restaurants and travel and who are now spending more on consumer electronics. The strong demand for home office equipment and f","content":"<p><b>Summary</b></p>\n<ul>\n <li>A shortage of semiconductors is a continuing and major issue.</li>\n <li>The squeezed market is forcing manufacturers to slow down, weighing on recovery.</li>\n <li>And ongoing strong demand keeps the pressure on.</li>\n <li>A&nbsp;ramp-up of capital investment&nbsp;to boost production capacity helps, but it's going to take time before demand and supply are structurally in sync again.</li>\n</ul>\n<p><b>Demand and supply shocks squeeze chip markets</b></p>\n<p>Computer chips are in short supply due to a sudden spike in demand linked to Covid-19. This demand shock is primarily caused by consumers who can't splash the cash on services such as restaurants and travel and who are now spending more on consumer electronics. The strong demand for home office equipment and faster-than-expected recovery from other sectors are also not helping.</p>\n<p>On top of that, 5G cellular networks are rolling out and there's a subsequent rise in demand for new compatible smartphones. While most semiconductor factories operate at maximum capacity, breakdowns at four Texas facilities due to extreme cold and a fire at a Renesas Naka factory north of Tokyo worsened the situation going into the second quarter.</p>\n<p>Suppliers of game consoles and smartphones are having real trouble meeting the demand for their products due to the semiconductor shortage. You can also see it in the automotive industry, where there've been production cuts and planned interruptions.</p>\n<p><b>Structural demand for chips is growing rapidly</b></p>\n<p>Although part of this demand shock is temporary, there's a structural dimension to rapidly expanding semiconductor usage. The market is expected to grow by double digits again in 2021, according to IC Insights. Many devices that used to be completely analogue are now digital and supported by integrated circuits. For example, smart thermostats or light bulbs compatible with home systems contain significant computational power to support their functionality as well as digital connectivity.</p>\n<p>Cars and trucks also require an increasing number of semiconductors, thanks to the extension of integrated Advanced Driving Assistance Systems (ADAS) and board computers. The rise in the production of electric vehicles and future steps in autonomous driving will push demand up still further.</p>\n<p><b>Supply issues may spill into 2022</b></p>\n<p>Current lead times for chips can be as long as 26 weeks and up to a year for some specific variants. Recent incidents at facilities in the US and Japan put the lead times further under pressure. Despite significant planned investments in semiconductor production facilities, capacity will remain scarce well into the second half of 2021. Even if the acute shortage is resolved in the second half of the year, semi-conductor manufacturing lines will remain operating at near-full capacity in the coming years, making the industry sensitive to future supply shocks.</p>\n<p><b>Capital investment boost will raise capacity, but this takes time</b></p>\n<p>In order to meet growing demand, chipmakers started to ramp up investments. The Taiwanese company, TSMC (TSM), is boosting capital expenditure from USD17 billion in 2020 to USD28 billion in 2021. On top of that, the company plans to invest still more, to the tune of some USD100 billion in the next three years, to grow capacity.</p>\n<p>Samsung (SSNLF) also plans to increase semiconductor-related capital expenditure by 20%, up to USD31 billion this year, and announced there’s more to follow. Although these soaring investments will let supply catch up, this takes time and won’t bring much relief this year. Remember, chip production machines have long lead times. In the meantime, we notice that chip manufactures are ending volume discounts and some are also raising prices.</p>\n<p>The science bit</p>\n<ul>\n <li>Chip production starts with wafers. A wafer (slice of semiconductor) acts as a substrate for microelectronic devices. Many so-called integrated circuits are printed on 200mm silicon wafers, being provided by silicon producers. Since the introduction of 300mm wafers in 2002, 200mm wafers were expected to phase out. Therefore, most investments in production capacity have been directed to production lines based on 300mm wafers.</li>\n <li>However, 200mm wafer-based production is technologically mature, offering relatively low development and production costs and very stable manufacturing processes. Therefore, many of the less-complex chips, such as sensors and transmitters and the more basic processing units, are still being developed based on this 200mm technology.</li>\n <li>The rise of smart devices and the Internet of Things (IoT) causes an unanticipated rise in demand for 200mm production capacity, contributing to the shortage. Although fresh 200mm capacity is coming available in 2021, foundries may be a bit reluctant to invest in this slightly dated technology, since 300mm wafer-based production is still expected to take over once production costs are sufficiently low.</li>\n <li>This means that supply is expected to remain weak compared to demand.</li>\n</ul>\n<p><b>Most wafer production capacity concentrated in Asia</b></p>\n<p>Manufacturers of electronic devices generally outsource their semiconductor production partially to large so-called foundries such as TSMC, which produce wafers for third parties. Most installed wafer capacity (the capacity to process blank silicon wafers into chips) is based in Taiwan and South Korea. China and Japan also represent a significant share. Altogether 70-75% of supply is sourced from Asia.</p>\n<p>Only a small portion is produced in Europe, making the continent dependent and sensitive to delivery issues. That’s why the EU aims to create more capacity in its own region, and the US also intends to ramp up chip production as part of President Biden’s recently announced stimulus plan.</p>\n<p><b>Share of installed wafer capacity per region</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b76d46b89e8aaf9673bfc593bdfd8d8\" tg-width=\"476\" tg-height=\"219\"><span>Source: Bain &amp; Company, ING Research</span></p>\n<p><b>Consumer electronics uses almost 75% of chip supplies</b></p>\n<p>In a digitalising world with fast-growing data volumes, various production sectors are increasingly dependent on chip supplies. Manufacturers of laptops and smartphones are obviously the largest consumers of chips, taking almost 75% of the pie. The remainder is delivered to the automotive sector, other manufacturers and infrastructure purposes. However, as we've just mentioned, with objects being increasingly connected and with more intelligence being built in, demand for semiconductors from all sides is on the rise.</p>\n<p><b>Consumer electronics by far the largest chip user</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfb51ca713018ea1885614dd617a09bf\" tg-width=\"476\" tg-height=\"219\"><span>Source: IC Insights, figures Dec. 2020 (300mm), Dec. 2019 (200mm)</span></p>\n<p><b>Automotive production takes a hit around the globe</b></p>\n<p>The automotive industry has been especially hit hard by the semiconductor shortage. This is partly due to the common just-in-time manufacturing strategy. When automotive production was down 40% in the early days of the pandemic, many orders for car parts including semiconductors were cancelled. As demand for semiconductors recovered more quickly than expected, the spare production capacity has been allocated away from clients in the industry.</p>\n<p>Carmakers seem to have overestimated availability. In the second half of 2020, manufacturers were struggling to get their hands on semiconductors Consequently, these manufacturers cut or suspended production at sites worldwide for short periods.</p>\n<p><b>Global car production at lower levels in 1Q 2021</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06ea47f72759ffb19c1896c47ec353e8\" tg-width=\"476\" tg-height=\"219\"><span>Source: IHS Markit</span></p>\n<p><b>Continuing chip shortage limits car production recovery in 2021</b></p>\n<p>Chip shortages led to around a million fewer cars being produced in the first quarter of 2021, according to IHS Market; that's some 5% of total production, and there were fewer cars being made than in the previous quarter. Compared with last year, global production is starting to recovery, but it's not easy to keep up with demand due to supply issues. Order books are full and lead times for new cars are up. We still expect global new car registrations to bounce back moderately, but recovery is expected to remain limited and we'll see just a few percentage points rise.</p>\n<p><b>Shortages add to disruptions felt by manufacturing countries</b></p>\n<p>In terms of impact, the disruption will be felt most in countries with a relatively large dependence on automotive manufacturing, such as Germany. Due to the popularity of lean manufacturing among automotive companies, production cuts will also be felt by automotive parts suppliers.</p>\n<p>Consumer electronics companies are also facing supply chain issues resulting from the semiconductor shortage, which will hit the likes of South Korea. However, this is partly a result of the strong performance of the historically high demand for consumer electronics. Compared to car makers, they seem to be in a better contractual position. Nevertheless, the industry would surely perform even better without the capacity constraints it's facing.</p>","source":"lsy1617971836454","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Semiconductors Are As Scarce As Gold</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Semiconductors Are As Scarce As Gold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 20:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://think.ing.com/articles/why-semiconductors-have-become-scarce-as-gold><strong>Think</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nA shortage of semiconductors is a continuing and major issue.\nThe squeezed market is forcing manufacturers to slow down, weighing on recovery.\nAnd ongoing strong demand keeps the pressure on....</p>\n\n<a href=\"https://think.ing.com/articles/why-semiconductors-have-become-scarce-as-gold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688981":"中芯国际",".SPX":"S&P 500 Index","INTC":"英特尔","TSM":"台积电","00981":"中芯国际","SSNLF":"三星电子","QCOM":"高通",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","AMD":"美国超微公司"},"source_url":"https://think.ing.com/articles/why-semiconductors-have-become-scarce-as-gold","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115040048","content_text":"Summary\n\nA shortage of semiconductors is a continuing and major issue.\nThe squeezed market is forcing manufacturers to slow down, weighing on recovery.\nAnd ongoing strong demand keeps the pressure on.\nA ramp-up of capital investment to boost production capacity helps, but it's going to take time before demand and supply are structurally in sync again.\n\nDemand and supply shocks squeeze chip markets\nComputer chips are in short supply due to a sudden spike in demand linked to Covid-19. This demand shock is primarily caused by consumers who can't splash the cash on services such as restaurants and travel and who are now spending more on consumer electronics. The strong demand for home office equipment and faster-than-expected recovery from other sectors are also not helping.\nOn top of that, 5G cellular networks are rolling out and there's a subsequent rise in demand for new compatible smartphones. While most semiconductor factories operate at maximum capacity, breakdowns at four Texas facilities due to extreme cold and a fire at a Renesas Naka factory north of Tokyo worsened the situation going into the second quarter.\nSuppliers of game consoles and smartphones are having real trouble meeting the demand for their products due to the semiconductor shortage. You can also see it in the automotive industry, where there've been production cuts and planned interruptions.\nStructural demand for chips is growing rapidly\nAlthough part of this demand shock is temporary, there's a structural dimension to rapidly expanding semiconductor usage. The market is expected to grow by double digits again in 2021, according to IC Insights. Many devices that used to be completely analogue are now digital and supported by integrated circuits. For example, smart thermostats or light bulbs compatible with home systems contain significant computational power to support their functionality as well as digital connectivity.\nCars and trucks also require an increasing number of semiconductors, thanks to the extension of integrated Advanced Driving Assistance Systems (ADAS) and board computers. The rise in the production of electric vehicles and future steps in autonomous driving will push demand up still further.\nSupply issues may spill into 2022\nCurrent lead times for chips can be as long as 26 weeks and up to a year for some specific variants. Recent incidents at facilities in the US and Japan put the lead times further under pressure. Despite significant planned investments in semiconductor production facilities, capacity will remain scarce well into the second half of 2021. Even if the acute shortage is resolved in the second half of the year, semi-conductor manufacturing lines will remain operating at near-full capacity in the coming years, making the industry sensitive to future supply shocks.\nCapital investment boost will raise capacity, but this takes time\nIn order to meet growing demand, chipmakers started to ramp up investments. The Taiwanese company, TSMC (TSM), is boosting capital expenditure from USD17 billion in 2020 to USD28 billion in 2021. On top of that, the company plans to invest still more, to the tune of some USD100 billion in the next three years, to grow capacity.\nSamsung (SSNLF) also plans to increase semiconductor-related capital expenditure by 20%, up to USD31 billion this year, and announced there’s more to follow. Although these soaring investments will let supply catch up, this takes time and won’t bring much relief this year. Remember, chip production machines have long lead times. In the meantime, we notice that chip manufactures are ending volume discounts and some are also raising prices.\nThe science bit\n\nChip production starts with wafers. A wafer (slice of semiconductor) acts as a substrate for microelectronic devices. Many so-called integrated circuits are printed on 200mm silicon wafers, being provided by silicon producers. Since the introduction of 300mm wafers in 2002, 200mm wafers were expected to phase out. Therefore, most investments in production capacity have been directed to production lines based on 300mm wafers.\nHowever, 200mm wafer-based production is technologically mature, offering relatively low development and production costs and very stable manufacturing processes. Therefore, many of the less-complex chips, such as sensors and transmitters and the more basic processing units, are still being developed based on this 200mm technology.\nThe rise of smart devices and the Internet of Things (IoT) causes an unanticipated rise in demand for 200mm production capacity, contributing to the shortage. Although fresh 200mm capacity is coming available in 2021, foundries may be a bit reluctant to invest in this slightly dated technology, since 300mm wafer-based production is still expected to take over once production costs are sufficiently low.\nThis means that supply is expected to remain weak compared to demand.\n\nMost wafer production capacity concentrated in Asia\nManufacturers of electronic devices generally outsource their semiconductor production partially to large so-called foundries such as TSMC, which produce wafers for third parties. Most installed wafer capacity (the capacity to process blank silicon wafers into chips) is based in Taiwan and South Korea. China and Japan also represent a significant share. Altogether 70-75% of supply is sourced from Asia.\nOnly a small portion is produced in Europe, making the continent dependent and sensitive to delivery issues. That’s why the EU aims to create more capacity in its own region, and the US also intends to ramp up chip production as part of President Biden’s recently announced stimulus plan.\nShare of installed wafer capacity per region\nSource: Bain & Company, ING Research\nConsumer electronics uses almost 75% of chip supplies\nIn a digitalising world with fast-growing data volumes, various production sectors are increasingly dependent on chip supplies. Manufacturers of laptops and smartphones are obviously the largest consumers of chips, taking almost 75% of the pie. The remainder is delivered to the automotive sector, other manufacturers and infrastructure purposes. However, as we've just mentioned, with objects being increasingly connected and with more intelligence being built in, demand for semiconductors from all sides is on the rise.\nConsumer electronics by far the largest chip user\nSource: IC Insights, figures Dec. 2020 (300mm), Dec. 2019 (200mm)\nAutomotive production takes a hit around the globe\nThe automotive industry has been especially hit hard by the semiconductor shortage. This is partly due to the common just-in-time manufacturing strategy. When automotive production was down 40% in the early days of the pandemic, many orders for car parts including semiconductors were cancelled. As demand for semiconductors recovered more quickly than expected, the spare production capacity has been allocated away from clients in the industry.\nCarmakers seem to have overestimated availability. In the second half of 2020, manufacturers were struggling to get their hands on semiconductors Consequently, these manufacturers cut or suspended production at sites worldwide for short periods.\nGlobal car production at lower levels in 1Q 2021\nSource: IHS Markit\nContinuing chip shortage limits car production recovery in 2021\nChip shortages led to around a million fewer cars being produced in the first quarter of 2021, according to IHS Market; that's some 5% of total production, and there were fewer cars being made than in the previous quarter. Compared with last year, global production is starting to recovery, but it's not easy to keep up with demand due to supply issues. Order books are full and lead times for new cars are up. We still expect global new car registrations to bounce back moderately, but recovery is expected to remain limited and we'll see just a few percentage points rise.\nShortages add to disruptions felt by manufacturing countries\nIn terms of impact, the disruption will be felt most in countries with a relatively large dependence on automotive manufacturing, such as Germany. Due to the popularity of lean manufacturing among automotive companies, production cuts will also be felt by automotive parts suppliers.\nConsumer electronics companies are also facing supply chain issues resulting from the semiconductor shortage, which will hit the likes of South Korea. However, this is partly a result of the strong performance of the historically high demand for consumer electronics. Compared to car makers, they seem to be in a better contractual position. Nevertheless, the industry would surely perform even better without the capacity constraints it's facing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148246971,"gmtCreate":1625982715493,"gmtModify":1703751625288,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Choices to make when wear and tear sets in","listText":"Choices to make when wear and tear sets in","text":"Choices to make when wear and tear sets in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/148246971","repostId":"1166379040","repostType":4,"repost":{"id":"1166379040","kind":"news","pubTimestamp":1625968800,"share":"https://ttm.financial/m/news/1166379040?lang=&edition=fundamental","pubTime":"2021-07-11 10:00","market":"us","language":"en","title":"Apple AirPod batteries are almost impossible to replace, showing the need for right-to-repair reform","url":"https://stock-news.laohu8.com/highlight/detail?id=1166379040","media":"CNBC","summary":"KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before ne","content":"<div>\n<p>KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before needing to be recharged, compared to their four-to-five-hour battery life out of the box.\nBut it’s ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple AirPod batteries are almost impossible to replace, showing the need for right-to-repair reform</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple AirPod batteries are almost impossible to replace, showing the need for right-to-repair reform\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before needing to be recharged, compared to their four-to-five-hour battery life out of the box.\nBut it’s ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1166379040","content_text":"KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before needing to be recharged, compared to their four-to-five-hour battery life out of the box.\nBut it’s almost impossible to replace the battery at home because AirPods are tiny, packed with components, and hard to take apart.\nA new startup called PodSwap is aiming to make it easier to repair AirPods and keep them out of landfills or recycling plants, but its challenges show the need for right-to-repair laws.\n\nWhen AirPods were first released in 2016, they were a marvel of miniaturization.\nTo ditch cords and go wireless,Apple packed several chips, microphones and speakers into each headphone, which weigh about 4 grams. Without a cord, the earbud gets its power from a tiny cylindrical battery that has about 1% of the capacity of an iPhone’s battery.\nBut lithium-ion batteries, like those used by the AirPods, wear out the more they are used.\nSome owners have noticed that, after a few years, used AirPods eventually will last only an hour or so before needing to be recharged -- a big decay from the four-to-five-hour battery life they have when new. Because each AirPod is so small and so tightly packed into its housing, it’s almost impossible to swap out the old battery for a new one. Most people give up and just buy a new pair.\nThe limited lifespan of AirPods is exactly the kind of problem that the “right-to-repair” movement wants to fix. Repair shops and lobbyists that support repair reform want lawmakers to implement a variety of rules, including increased access to manuals and official parts and consumer protections around warranties.\nBut one of their most important requests is for companies to design products with repair in mind, instead of packing gadgets with unlabeled parts and sticking them together with glue, forcing users to use a knife to take them apart.\nThis desire puts repair advocates at odds with hardware companies like Apple, whose business models depend on customers upgrading to the latest model every few years. When Apple offered cheap iPhone battery repairs a few years ago, it hurt sales as consumers were able to hang on to their old phones for longer instead of upgrading. Apple also charges customers for repairs and extended warranties.\n“We design our products for durability in order to minimize the need for repair,” Apple wrote in an environmental report earlier this year. “But in the instance a repair is needed, we believe our customers should have convenient access to safe and reliable repair services, to get their product back up and running as quickly as possible.”\nThe right-to-repair movement gains steam\nPolicymakers have started to engage more closely with right-to-repair advocates in recent years. State-level bills have been introduced in a majority of states, but electronics companies have lobbied against them and none have passed.\nIn May, the Federal Trade Commission released a 56-page report on repair restrictions, concluding that repair restrictions have “steered consumers into manufacturers’ repair networks or to replace products before the end of their useful lives” — exactly the problem users are running into with their AirPods.\nThe Biden administration on Friday ordered the FTC to write new regulations targeted at limiting manufacturers’ ability to hamper independent or do-it-yourself repairs as part of a sweeping executive order. New repair rules have not yet been drafted.\n“Tech and other companies impose restrictions on self and third-party repairs, making repairs more costly and time-consuming, such as by restricting the distribution of parts, diagnostics, and repair tools,” the White House wrote in a fact sheet about the order on Friday, linking to a story about fixing Apple products. Apple declined to comment on the White House executive order.\nThe FTC has not said what it plans to do, but repair advocates want a few key policy changes, as detailed in its May report. They want companies to be required to make official replacement parts available. They want access to tools that could make repairs easier without reverse-engineering the tools or parts themselves. And ultimately, they want products to be designed with longer lifespans.\nApple is not the only company that would be affected by these policies. Much of the recent pressure is on medical device companies and tractor manufacturers. But given Apple’s ubiquity, it has become a poster child for repair, especially because it promotes its environmental efforts as a corporate value.\nApple has launched a program it calls the “Independent Repair Program” which gives repair shops the option to enter into a certification process and contract with Apple in order to get access to authentic Apple parts, tools and manuals.\nApple has also reduced the price of its battery replacement for iPhones, and recent models have been designed to make it easier to replace a battery or cracked screen, according to iFixit. Plus, compared to other consumer electronics companies, Apple has a large existing network of stores and authorized repair shops.\nStill, many Apple products remain challenging to repair at home or as a business with no contact with Apple.\nThe only AirPods battery replacement company\niFixit, a company that provides disassembly instructions and sells replacement parts for gadgets, gives AirPods models a score of zero out of 10 for repairability. According to iFixit, repairing these earbuds involves soldering, hot air guns and slicing through glue — that is, if replacement battery parts are even available. In the end, a would-be home repairer would have to put the four-gram computer back together again.\nApple provides “battery service” for AirPods, at the cost of $49 per earbud. But functionally, Apple simply gives you a replacement pair, and the old earbuds are recycled. It’s not a repair, it’s a replacement. And it’s expensive. AirPods originally cost $159, so opting for battery service costs more than half of the price of a new pair.\nApple sold about 72.8 million AirPods units in 2020, according to a CounterPoint research estimate, so tens of millions of consumers will face the same lack of choice in the coming years.\nPodSwap is a Miami company founded by Emma Stritzinger and Emily Alpert which aims to keep AirPods “out of the landfill.” They’re not associated with Apple.\nThey believe they’re the only company performing AirPod battery replacements, although other companies “refurbish” old AirPods, the founders told CNBC. The company was formed after the founders experienced dying AirPods themselves and thought that upgrading or replacing them would be wasteful and impractical.\nI recently replaced a pair of AirPods that were only holding a charge for 45 minutes -- too short to complete a phone call. I paid $59 on PodSwap’s Shopify site and a few days later received a replacement pair of AirPods with new batteries. They weren’t my old AirPods, they were another set that had their batteries replaced.\nAlong with those new pods, PodSwap includes a box and a return label. It wants your old AirPods back. It then cleans and sanitizes the old pair, puts in new batteries and sends them out to the next person who wants to change the battery in their old AirPods.\nBut PodSwap faces many challenges that show why repair advocates want new rules. Alpert said the design of the AirPod makes it challenging for repair shops or companies like theirs to do a lot of battery replacements. PodSwap’s process uses both robotics and manual labor, the founders said.\n“The process was developed through trial and error and a large number of units were ‘sacrificed’ and ultimately recycled. One major challenge we faced was overcoming the uniqueness of this product. Each AirPod is assembled with slight differences, which creates complexity in the disassembly,” Alpert said.\nPodSwap plans to soon offer service for the AirPods Pro, a newer model that costs $249 and are, surprisingly, powered by a standard-sized coin battery.\nBut the AirPods Pro have many of the same problems as the first model — tight tolerances, potential damage while taking them apart, a lack of replacement parts, and a design that suggests the product was always designed to last a limited time.\n“We have found the AirPods Pro’s batteries to be more difficult to replace,” Alpert said. “The ergonomic design and tight unforgiving tolerances make it exceptionally challenging to replace the batteries repeatedly, with a high degree of efficiency.”\nPodSwap wasn’t totally seamless for me — I got sent a combination of “first generation” and “second generation” AirPods. They caused my iPhone to send error messages, but I sent an email to PodSwap and a day or two later I got a second replacement set, which worked.\nAfter that, I sent my first replacement set and my old AirPods back. The AirPods I received look and work like new.\nI plan on trying to get another four years out of them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162758419,"gmtCreate":1624077153831,"gmtModify":1703828374984,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"What goes down, let’s hope for the chance to rise up again especially for good companies [Bless]&nbsp;","listText":"What goes down, let’s hope for the chance to rise up again especially for good companies [Bless]&nbsp;","text":"What goes down, let’s hope for the chance to rise up again especially for good companies [Bless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/162758419","repostId":"1119296361","repostType":4,"repost":{"id":"1119296361","kind":"news","pubTimestamp":1624028454,"share":"https://ttm.financial/m/news/1119296361?lang=&edition=fundamental","pubTime":"2021-06-18 23:00","market":"us","language":"en","title":"Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.","url":"https://stock-news.laohu8.com/highlight/detail?id=1119296361","media":"Barrons","summary":"Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier","content":"<p>Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.</p>\n<p>There’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.</p>\n<p>After Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&amp;P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&amp;P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%</p>\n<p>The market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&amp;P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&amp;P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.</p>\n<p>Why the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.</p>\n<p>Until that changes, it will be hard for bank stocks to bounce back.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.</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\">\nBank Stocks Were Fed Day Winners. Why They’re Getting Crushed.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.\nThere’s a good ...</p>\n\n<a href=\"https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MS":"摩根士丹利","JPM":"摩根大通","WFC":"富国银行","BAC":"美国银行","GS":"高盛","C":"花旗"},"source_url":"https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119296361","content_text":"Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.\nThere’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.\nAfter Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%\nThe market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.\nWhy the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.\nUntil that changes, it will be hard for bank stocks to bounce back.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138176419,"gmtCreate":1621921656431,"gmtModify":1704364491173,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"More choices for consumers [Wow]&nbsp;","listText":"More choices for consumers [Wow]&nbsp;","text":"More choices for consumers [Wow]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/138176419","repostId":"1108214541","repostType":4,"repost":{"id":"1108214541","kind":"news","pubTimestamp":1621899183,"share":"https://ttm.financial/m/news/1108214541?lang=&edition=fundamental","pubTime":"2021-05-25 07:33","market":"us","language":"en","title":"Amazon nears deal to buy MGM Studios for nearly $9 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1108214541","media":"cnbc","summary":"KEY POINTS\n\nAmazon is close to a deal to buy MGM Studios for between $8.5 billion and $9 billion, so","content":"<div>\n<p>KEY POINTS\n\nAmazon is close to a deal to buy MGM Studios for between $8.5 billion and $9 billion, sources say.\nIt would be Amazon’s biggest acquisition since it bought Whole Foods in 2017 for $13.7 ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/24/amazon-nears-deal-to-buy-mgm-for-nearly-9-billion.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon nears deal to buy MGM Studios for nearly $9 billion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon nears deal to buy MGM Studios for nearly $9 billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 07:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/05/24/amazon-nears-deal-to-buy-mgm-for-nearly-9-billion.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nAmazon is close to a deal to buy MGM Studios for between $8.5 billion and $9 billion, sources say.\nIt would be Amazon’s biggest acquisition since it bought Whole Foods in 2017 for $13.7 ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/24/amazon-nears-deal-to-buy-mgm-for-nearly-9-billion.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/05/24/amazon-nears-deal-to-buy-mgm-for-nearly-9-billion.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1108214541","content_text":"KEY POINTS\n\nAmazon is close to a deal to buy MGM Studios for between $8.5 billion and $9 billion, sources say.\nIt would be Amazon’s biggest acquisition since it bought Whole Foods in 2017 for $13.7 billion.\nA transaction could be announced as soon as Tuesday, sources say.\n\nAmazonis nearing a deal to acquire MGM Studios, the co-owner of the James Bond franchise and other film and TV series, for between $8.5 billion and $9 billion, according to people familiar with the matter.\nThe deal is expected to be announced as soon as Tuesday. The people asked not to be named because the talks are private.\nIt would mark Amazon’s biggest acquisition since itbought Whole Foods in 2017 for $13.7 billion.\nThe Wall Street Journalreported earlier Mondaythat the deal could be announced this week.\nAmazon is interested in acquiring more TV and film content for its Prime Video service as it competes withNetflix,Disneyand other streaming video services. MGM is a natural fit for any streaming service because of its plethora of content.\nMGM, which is a private company,has been seeking a buyer for several years. Its owners include Anchorage Capital, Highland Capital Partners, Davidson, Kempner Capital Management, Solus Alternative Asset Management and Owl Creek Investments — funds that took control of the studio when it emerged from bankruptcy in 2010.\nMGM owns a number of famed movie and TV franchises, including Rocky, Legally Blonde, The Pink Panther and Stargate. It also owns a studio, which has made more current hit TV shows, including \"The Handmaid's Tale\" and \"Fargo.\"\nMGM owns a number of popular reality TV shows, including \"Shark Tank,\" \"Survivor,\" \"The Real Housewives\" series and \"The Voice.\"\nMGM also owns Epix, a premium pay-TV servicevalued at about $1.3 billionin 2017.\nMGM and Amazon representatives weren't immediately available to comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197573839,"gmtCreate":1621475991421,"gmtModify":1704358202964,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Both also like![Miser]&nbsp;","listText":"Both also like![Miser]&nbsp;","text":"Both also like![Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/197573839","repostId":"1189117782","repostType":4,"repost":{"id":"1189117782","kind":"news","pubTimestamp":1621351182,"share":"https://ttm.financial/m/news/1189117782?lang=&edition=fundamental","pubTime":"2021-05-18 23:19","market":"us","language":"en","title":"Apple Vs. Amazon: Which Stock Is The Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1189117782","media":"seekingalpha","summary":"The shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.Despite relatively rich valuations, growth prospects for each stock appear strong.However, I see one of the two as having a stronger long-term growth runway.Apple Inc.  and Amazon.com Inc.  rank among the top five companies in the world by market cap. While the two stocks beat the market over the last five and ten years, each lags the S&P 500 in 2021. Is this an indication the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>The shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.</li>\n <li>Despite relatively rich valuations, growth prospects for each stock appear strong.</li>\n <li>However, I see one of the two as having a stronger long-term growth runway.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bb49d385ec6d3044db2f4474cbb2c57\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by MagioreStock/iStock Editorial via Getty Images</span></p>\n<p>Apple Inc. (AAPL) and Amazon.com Inc. (AMZN) rank among the top five companies in the world by market cap. While the two stocks beat the market over the last five and ten years, each lags the S&amp;P 500 in 2021. Is this an indication the stocks lost their mojo? After all, larger companies tend to grow at a slower pace, thereby weighing on the share price.</p>\n<p>Actually, there are a number of reasons to believe both businesses will flourish. In the case of Amazon, the COVID crisis spurred a membership increase in Prime, while the cloud continues to grow at a rapid pace, and the company’s digital ad revenues are experiencing marked growth.</p>\n<p>As for Apple, a new iPhone cycle is breaking records, the move to 5G appears to serve as a growth catalyst, and the firm’s subscriber services are also a source of continued growth.</p>\n<p><b>Apple’s Growth Catalysts</b></p>\n<p>Apple recorded a 54% increase in revenue for the latest quarter and a 110% surge in net income. Every single product line recorded double-digit growth, with iPhone sales increasing 65% year over year, Mac sales surging 70%, and iPad sales jumping nearly 79%.</p>\n<p>The question is, can growth continue?</p>\n<p>The answer is an indubitable yes, and the services category is one means by which the company can move forward. In 2017, Cook set a goal of doubling services revenue by the end of 2020. Last July, it was announced the company hit that target six months ahead of schedule.</p>\n<p>The latest quarterly report had services generating $16.9 billion. That marked the highest services revenue in Apple’s history, and also the fastest growth rate for services, at just under 27%, in over two years.</p>\n<p>Although products’ revenues were more than four times that of theservices, the latter category posted a gross margin of over 70%. In comparison, gross margin for products was 36.1%. Additionally, the revenue from services is less cyclical than that from products. Consequently, the services category can be expected to drive significant growth for the company.</p>\n<p>Furthermore, Apple now counts 660 million service subscribers, twice the number of subs recorded two and half years ago. The company is driving that growth through new offerings; for example, Apple Arcade added 30 new games, increasing the total to 180, and updated Apple Fitness+.</p>\n<p>In addition to the services setting new revenue and growth rates, Mac computers also set a new revenue record.</p>\n<blockquote>\n The last three quarters for Mac have been its best three quarters ever.\n</blockquote>\n<blockquote>\n Tim Cook,CEO\n</blockquote>\n<p>Investors can expect continued growth in Mac revenues in 2021. IDCforecaststhe PC market will grow 18.2% this year. That marks a 40% increase from the robust growth in personal computer sales witnessed in 2020.</p>\n<p>However, perhaps the greatest immediate growth driver lies in Apple's share of the 5G smartphone market. Research from Strategic AnalyticsestimatesApple captured over 30% of the 5G smartphone market in the first three months of 2020. IDC alsoprojectsa 35.6% CAGR for 5G smartphones through 2025.</p>\n<p>Now consider that since 2016, with the exception of 4Q 2020, Apple has held no more than 17.9% of the smartphone&nbsp;market&nbsp;during the beginning of a new cycle, and that its market share drops to less than 12% as each cycle slows.</p>\n<p>By perusing the following chart, you can see that should Apple’s dominance in 5G continue, it will lead to the company capturing a much larger share of the overall smartphone market, a very favorable outcome for investors.</p>\n<p><img src=\"https://static.tigerbbs.com/8e72212554512203a49b9cbb213dfcf8\" tg-width=\"1216\" tg-height=\"744\"></p>\n<p><b>Amazon’s Growth Drivers</b></p>\n<p>The following chart provides a clear picture of Amazon’s growth over the trailing twelve months.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91210115ceb226aae26de479cd1d767f\" tg-width=\"1280\" tg-height=\"978\"><span>Source:Q1 21 Earnings Presentation</span></p>\n<p>Obviously, ecommerce is the foundation of Amazon’s business, and a sound argument can be made that Prime is now the cornerstone of that foundation. Since January of 2020, Prime added about 50 million new members globally and totals more than 200 million subscribers today.</p>\n<p>Prime drives ecommerce customer engagement and increases sales by a wide margin. For example, 74% of Prime&nbsp;subscribers&nbsp;buy a product online every few weeks, whereas those without a Prime membership only make an online purchase a few times a year.</p>\n<p>The average Prime&nbsp;member&nbsp;also spends $1400 per year versus $600 spent on ecommerce by non members. Therefore, it follows that the increased number of subscribers will drive greater ecommerce revenues.</p>\n<p>The company is also reinforcing its advantage in ecommerce through investments in its logistics network. Over the last four quarters, Amazon devoted $45.4 billion in&nbsp;capex, twice the sum spent in the previous twelve months. To place this in context, Walmart budgeted $14 billion for capex this year, and the $45 billion-plus capex budget exceeds the total annual&nbsp;revenues&nbsp;of all but the 72 largest US companies.</p>\n<p>It is important to note that although the firm is investing in a wide array of initiatives, the largest expenditures are devoted to increasing fulfillment capacity. During the Q4 earnings call, management noted the company’s logistics network&nbsp;increased&nbsp;by fifty percent in 2020.</p>\n<p>An example of the explosive growth of these assets can be found in the firm's investment in&nbsp;delivery&nbsp;stations. In 2019, Amazon had 159 delivery stations. That number ballooned to 337 at the end of 2020 and is expected to grow to 506 locations by year’s end.</p>\n<p>These metrics provide insights into the degree of vertical integration Amazon will soon achieve, and the advantages that will provide for the firm’s ecommerce segment.</p>\n<p>A second growth driver is Amazon’s advertising business. Although revenues from advertising are not divulged, management states that the Other category consists primarily of advertising revenues.</p>\n<p>Net sales from Other has more than doubled, from $10.1 billion in 2018, to nearly $21.5 billion in 2020. In the last earnings call of 2020, CFO Brain Olsavsky noted growth in Other revenue of 41% in Q2, 49% in Q3, and 64% in Q4 “that is primarily advertising.”</p>\n<p>Ecommerce channel advertising revenue will exceed $18 billion in 2021, and will equal around 80% of all spend on US ecommerce sites.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76abb398645e756728ceabc48ec4a0ae\" tg-width=\"470\" tg-height=\"290\"><span>Source:Insider Intelligence</span></p>\n<p>Although advertising and subscription services are arguably underappreciated sources of Amazon’s potential, I believe the greatest source of growth will stem from AWS.</p>\n<p>The chart below provides data regarding growth prospects in the cloud market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cef232b99c6574bbdcded96ea37d17c4\" tg-width=\"650\" tg-height=\"405\"><span>Source:MarketsAndMarkets</span></p>\n<p>MarketsAndMarkets forecasts a CAGR of 14.2% for the cloud market from 2020 through 2025.</p>\n<p>The growth for cloud is not only assured, it is likely to continue for the foreseeable future. Furthermore, investors should understand the margin provided by cloud is much greater than that of most of the company’s businesses.</p>\n<p>That’s reflected in the fact that in FY 2020, AWS contributed approximately $13.5 billion in sales, or just 12.4% of total revenues; but the cloud segment provided 47% of Amazon’s operating income.</p>\n<p><b>Head-To-Head Comparisons</b></p>\n<p>The following chart provides a variety of valuation metrics. The PEG calculated at the 5 year expected rate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/025be58d4547e9473b0bd572351c31ad\" tg-width=\"576\" tg-height=\"336\"><span>Source:Yahoo! Finance/ Chart by Author</span></p>\n<p>Aside from the forward P/E, Amazon’s valuation metrics are better those of Apple.</p>\n<p>Advantage: AMZN</p>\n<p><b>AAPL And AMZN Stock Price</b></p>\n<p>Shares of Apple trade for $127.45. The average 12 month price target of 34 analysts is $149.15. The price target of 15 analysts that rated the stock since the last earnings report is $159.35, approximately 25% above today’s valuation.</p>\n<p>Amazon stock trades for $3222.90. The average 12 month price target of 47 analysts is $4,180.54. The price target of the 22 analysts that rated the stock since the last earnings report is $4,379.54, nearly 36% above the current share price.</p>\n<p>Advantage: AMZN</p>\n<p>The following chart provides analysts' consensus growth rates over the next two years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c319ec4c4ce348af44da7823769baec\" tg-width=\"576\" tg-height=\"336\"><span>Source:Seeking Alpha Premium/ Chart by Author</span></p>\n<p>Amazon’s growth metrics outstrip Apple’s by wide margins.</p>\n<p>Advantage; AMZN</p>\n<p><b>Amazon or Apple: Which Stock is the Better Investment?</b></p>\n<p>Both companies have avenues for growth. Furthermore, each company is venturing into, or reinforcing, growth initiatives in arenas that provide robust profit margins.</p>\n<p>Apple’s expanded services offerings and the developments in 5G bode well for the company.</p>\n<p>Amazon’s growth in advertising, coupled with its cloud business, provides ample opportunities for increased sales in high margin businesses.</p>\n<p>However, I view the following chart as a telling testimony of the difference in the two companies' prospects.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0e3273ad43df2ecd76b8f356de27fd2\" tg-width=\"740\" tg-height=\"433\"><span>Source:CNBC</span></p>\n<p>Apple’s growth is more cyclical in nature than that of AMZN. While I believe the current iPhone cycle will last longer and provide greater growth than prior cycles due to 5G, I still view it as transitory, with an unavoidable decline towards the end.</p>\n<p>I consider Amazon’s prospects in cloud and digital advertising as having longer legs. I also note almost every metric other than forward P/E reflects greater long term growth prospects for Amazon.</p>\n<p>Consequently, I rate Amazon as the better of the two investments at this juncture.</p>\n<p>I rate Apple as a HOLD.</p>\n<p>I rate Amazon as a BUY.</p>\n<p>However, I am “nibbling” at the stock, as I see the share price as trading on the richer end of what I am willing to pay for in that investment.</p>\n<p>For those that eschew investments in growth stocks, I point to an icon of value investors, Warren Buffett.</p>\n<p>It is reasonable to assume Warren Buffett considered the growth prospects of the two companies when he made his initial investment in Apple in 2016, and Amazon in 2019. Although Buffett came late to the game, Apple is now his largest holding by a wide margin.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Vs. Amazon: Which Stock Is The Better 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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Vs. Amazon: Which Stock Is The Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4429588-apple-vs-amazon-stock-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.\nDespite relatively rich valuations, growth prospects for each stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4429588-apple-vs-amazon-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4429588-apple-vs-amazon-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1189117782","content_text":"Summary\n\nThe shares of both companies outperformed the broader indexes over five and ten year periods, but have faltered of late.\nDespite relatively rich valuations, growth prospects for each stock appear strong.\nHowever, I see one of the two as having a stronger long-term growth runway.\n\nPhoto by MagioreStock/iStock Editorial via Getty Images\nApple Inc. (AAPL) and Amazon.com Inc. (AMZN) rank among the top five companies in the world by market cap. While the two stocks beat the market over the last five and ten years, each lags the S&P 500 in 2021. Is this an indication the stocks lost their mojo? After all, larger companies tend to grow at a slower pace, thereby weighing on the share price.\nActually, there are a number of reasons to believe both businesses will flourish. In the case of Amazon, the COVID crisis spurred a membership increase in Prime, while the cloud continues to grow at a rapid pace, and the company’s digital ad revenues are experiencing marked growth.\nAs for Apple, a new iPhone cycle is breaking records, the move to 5G appears to serve as a growth catalyst, and the firm’s subscriber services are also a source of continued growth.\nApple’s Growth Catalysts\nApple recorded a 54% increase in revenue for the latest quarter and a 110% surge in net income. Every single product line recorded double-digit growth, with iPhone sales increasing 65% year over year, Mac sales surging 70%, and iPad sales jumping nearly 79%.\nThe question is, can growth continue?\nThe answer is an indubitable yes, and the services category is one means by which the company can move forward. In 2017, Cook set a goal of doubling services revenue by the end of 2020. Last July, it was announced the company hit that target six months ahead of schedule.\nThe latest quarterly report had services generating $16.9 billion. That marked the highest services revenue in Apple’s history, and also the fastest growth rate for services, at just under 27%, in over two years.\nAlthough products’ revenues were more than four times that of theservices, the latter category posted a gross margin of over 70%. In comparison, gross margin for products was 36.1%. Additionally, the revenue from services is less cyclical than that from products. Consequently, the services category can be expected to drive significant growth for the company.\nFurthermore, Apple now counts 660 million service subscribers, twice the number of subs recorded two and half years ago. The company is driving that growth through new offerings; for example, Apple Arcade added 30 new games, increasing the total to 180, and updated Apple Fitness+.\nIn addition to the services setting new revenue and growth rates, Mac computers also set a new revenue record.\n\n The last three quarters for Mac have been its best three quarters ever.\n\n\n Tim Cook,CEO\n\nInvestors can expect continued growth in Mac revenues in 2021. IDCforecaststhe PC market will grow 18.2% this year. That marks a 40% increase from the robust growth in personal computer sales witnessed in 2020.\nHowever, perhaps the greatest immediate growth driver lies in Apple's share of the 5G smartphone market. Research from Strategic AnalyticsestimatesApple captured over 30% of the 5G smartphone market in the first three months of 2020. IDC alsoprojectsa 35.6% CAGR for 5G smartphones through 2025.\nNow consider that since 2016, with the exception of 4Q 2020, Apple has held no more than 17.9% of the smartphone market during the beginning of a new cycle, and that its market share drops to less than 12% as each cycle slows.\nBy perusing the following chart, you can see that should Apple’s dominance in 5G continue, it will lead to the company capturing a much larger share of the overall smartphone market, a very favorable outcome for investors.\n\nAmazon’s Growth Drivers\nThe following chart provides a clear picture of Amazon’s growth over the trailing twelve months.\nSource:Q1 21 Earnings Presentation\nObviously, ecommerce is the foundation of Amazon’s business, and a sound argument can be made that Prime is now the cornerstone of that foundation. Since January of 2020, Prime added about 50 million new members globally and totals more than 200 million subscribers today.\nPrime drives ecommerce customer engagement and increases sales by a wide margin. For example, 74% of Prime subscribers buy a product online every few weeks, whereas those without a Prime membership only make an online purchase a few times a year.\nThe average Prime member also spends $1400 per year versus $600 spent on ecommerce by non members. Therefore, it follows that the increased number of subscribers will drive greater ecommerce revenues.\nThe company is also reinforcing its advantage in ecommerce through investments in its logistics network. Over the last four quarters, Amazon devoted $45.4 billion in capex, twice the sum spent in the previous twelve months. To place this in context, Walmart budgeted $14 billion for capex this year, and the $45 billion-plus capex budget exceeds the total annual revenues of all but the 72 largest US companies.\nIt is important to note that although the firm is investing in a wide array of initiatives, the largest expenditures are devoted to increasing fulfillment capacity. During the Q4 earnings call, management noted the company’s logistics network increased by fifty percent in 2020.\nAn example of the explosive growth of these assets can be found in the firm's investment in delivery stations. In 2019, Amazon had 159 delivery stations. That number ballooned to 337 at the end of 2020 and is expected to grow to 506 locations by year’s end.\nThese metrics provide insights into the degree of vertical integration Amazon will soon achieve, and the advantages that will provide for the firm’s ecommerce segment.\nA second growth driver is Amazon’s advertising business. Although revenues from advertising are not divulged, management states that the Other category consists primarily of advertising revenues.\nNet sales from Other has more than doubled, from $10.1 billion in 2018, to nearly $21.5 billion in 2020. In the last earnings call of 2020, CFO Brain Olsavsky noted growth in Other revenue of 41% in Q2, 49% in Q3, and 64% in Q4 “that is primarily advertising.”\nEcommerce channel advertising revenue will exceed $18 billion in 2021, and will equal around 80% of all spend on US ecommerce sites.\nSource:Insider Intelligence\nAlthough advertising and subscription services are arguably underappreciated sources of Amazon’s potential, I believe the greatest source of growth will stem from AWS.\nThe chart below provides data regarding growth prospects in the cloud market.\nSource:MarketsAndMarkets\nMarketsAndMarkets forecasts a CAGR of 14.2% for the cloud market from 2020 through 2025.\nThe growth for cloud is not only assured, it is likely to continue for the foreseeable future. Furthermore, investors should understand the margin provided by cloud is much greater than that of most of the company’s businesses.\nThat’s reflected in the fact that in FY 2020, AWS contributed approximately $13.5 billion in sales, or just 12.4% of total revenues; but the cloud segment provided 47% of Amazon’s operating income.\nHead-To-Head Comparisons\nThe following chart provides a variety of valuation metrics. The PEG calculated at the 5 year expected rate.\nSource:Yahoo! Finance/ Chart by Author\nAside from the forward P/E, Amazon’s valuation metrics are better those of Apple.\nAdvantage: AMZN\nAAPL And AMZN Stock Price\nShares of Apple trade for $127.45. The average 12 month price target of 34 analysts is $149.15. The price target of 15 analysts that rated the stock since the last earnings report is $159.35, approximately 25% above today’s valuation.\nAmazon stock trades for $3222.90. The average 12 month price target of 47 analysts is $4,180.54. The price target of the 22 analysts that rated the stock since the last earnings report is $4,379.54, nearly 36% above the current share price.\nAdvantage: AMZN\nThe following chart provides analysts' consensus growth rates over the next two years.\nSource:Seeking Alpha Premium/ Chart by Author\nAmazon’s growth metrics outstrip Apple’s by wide margins.\nAdvantage; AMZN\nAmazon or Apple: Which Stock is the Better Investment?\nBoth companies have avenues for growth. Furthermore, each company is venturing into, or reinforcing, growth initiatives in arenas that provide robust profit margins.\nApple’s expanded services offerings and the developments in 5G bode well for the company.\nAmazon’s growth in advertising, coupled with its cloud business, provides ample opportunities for increased sales in high margin businesses.\nHowever, I view the following chart as a telling testimony of the difference in the two companies' prospects.\nSource:CNBC\nApple’s growth is more cyclical in nature than that of AMZN. While I believe the current iPhone cycle will last longer and provide greater growth than prior cycles due to 5G, I still view it as transitory, with an unavoidable decline towards the end.\nI consider Amazon’s prospects in cloud and digital advertising as having longer legs. I also note almost every metric other than forward P/E reflects greater long term growth prospects for Amazon.\nConsequently, I rate Amazon as the better of the two investments at this juncture.\nI rate Apple as a HOLD.\nI rate Amazon as a BUY.\nHowever, I am “nibbling” at the stock, as I see the share price as trading on the richer end of what I am willing to pay for in that investment.\nFor those that eschew investments in growth stocks, I point to an icon of value investors, Warren Buffett.\nIt is reasonable to assume Warren Buffett considered the growth prospects of the two companies when he made his initial investment in Apple in 2016, and Amazon in 2019. Although Buffett came late to the game, Apple is now his largest holding by a wide margin.","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373097376,"gmtCreate":1618800649895,"gmtModify":1704715037483,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Apple event! [Strong]&nbsp;","listText":"Apple event! [Strong]&nbsp;","text":"Apple event! [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/373097376","repostId":"1162662309","repostType":4,"repost":{"id":"1162662309","kind":"news","pubTimestamp":1618762645,"share":"https://ttm.financial/m/news/1162662309?lang=&edition=fundamental","pubTime":"2021-04-19 00:17","market":"us","language":"en","title":"Stocks To Watch: Apple Event, Disney Callout And Earnings Blitz","url":"https://stock-news.laohu8.com/highlight/detail?id=1162662309","media":"seekingalpha","summary":"Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify.Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across ","content":"<p>Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify(click the highlighted links).</p><p>Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across sectors. Of note, the follow-up conference calls from Coca-Cola(NYSE:KO), Netflix(NASDAQ:NFLX)and Intel(NASDAQ:INTC)could be on the interesting side. On the vaccine front, the Centers for Disease Control and Prevention's Advisory Committee on Immunization Practices is expected to meet late this week to consider recommendations for Johnson &amp; Johnson's(NYSE:JNJ)shot, which has been linked to rare blood clots in the brain.</p><p><b>Earnings spotlight:</b>&nbsp;Earnings season heats up in a big way with reports due in from Coca-Cola (KO), IBM(NYSE:IBM)and United Airlines(NASDAQ:UAL)on April 19; Johnson &amp; Johnson (JNJ), Procter &amp; Gamble(NYSE:PG), Philip Morris International(NYSE:PM), Abbott Labs(NYSE:ABT)and Netflix (NFLX) on April 20; Anthem(NYSE:ANTM), Verizon(NYSE:VZ), Chipotle(NYSE:CMG)and Lam Research(NASDAQ:LRCX)on April 21; AT&amp;T(NYSE:T), Dow(NYSE:DOW), Intel (INTC), Seagate Tech(NASDAQ:STX)and Mattel(NASDAQ:MAT)on April 22; as well as American Express(NYSE:AXP)and Honeywell(NYSE:HON)on April 23.</p><p><img src=\"https://static.tigerbbs.com/522c9bdad799a71c4e6bad965f9f00f3\" tg-width=\"1530\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p><p><b>IPO watch:</b>&nbsp;IPOs expected to start trading during the week include UiPAth (PATH), DoubleVerify (DV) and NeuroPace (NPCE) on April 20, as well as Zymergern (ZY) and KnowBe4 (KNBE) on April 22. IPO lockup periods expire on Datto Holding(NYSE:MSP), Topaz Energy(NYSE:TPZ), McAfee(NASDAQ:MCFE), Guild Holdings(NYSE:GHLD), Foghorn Therapeutics(NASDAQ:FHTX)and ComSovereign Holding(NASDAQ:COMS). The analyst quiet period expires on ThredUp(NASDAQ:TDUP)on April 20 to free up analysts to post ratings. Shares of Trip.com(NASDAQ:TRIP)will begin trading in Hong Kong this week following a new listing.</p><p><b>Apple event:</b>&nbsp;Apple(NASDAQ:AAPL)holds an event on April 20 called \"Spring Loaded\" to show off new products. Information out of Cupertino has been pretty tight, but the company could reveal new iPads, new iMacs, new AirPods, AirTags, a new Apple TV and possibly a new Apple Pencil.</p><p><b>Projected dividend increases (quarterly):</b>&nbsp;Expected dividend boosts for the week include Comfort Systems USA(NYSE:FIX)to $0.125 from $0.1115, HP Enterprise(NYSE:HPE)to $0.1275 from $0.12, Pool Corp(NASDAQ:POOL)to $0.61 from $0.58, Johnson &amp; Johnson to $1.06 from $1.01, Travelers(NYSE:TRV)to $0.88 from $0.85, Southern Company(NYSE:SO)to $0.66 from $0.64, Kinder Morgan(NYSE:KMI)to $0.27 from $0.2625 and Nasdaq(NASDAQ:NDAQ)to $0.50 from $0.49.</p><p><b>M&amp;A tidbits:</b>&nbsp;The highly-anticipated Aphria(NASDAQ:APHA)-Tilray(NASDAQ:TLRY)merger is expected to close on April 20. The tender offer on the GenMark Diagnostics(NASDAQ:GNMK)-Roche(OTCQX:RHHBY)deal expires on April 21. GW Pharmaceuticals(NASDAQ:GWPH)shareholders vote on the Jazz Pharmaceuticals(NASDAQ:JAZZ)deal on April 23.</p><p><b>ARK Invest watch:</b>&nbsp;Investors may want to keep an eye on Coinbase Global(NASDAQ:COIN)after ARK Invest came in Friday with a purchase of 19,599 shares for the ARK Fintech Innovation ETF(NYSEARCA:ARKF)and 112,539 shares for the ARK Innovation ETF(NYSEARCA:ARKK). Cathie Wood's firm also defended Silvergate(NYSE:SI)after its mid-week stumble likely in response to the Coinbase IPO. \"Investors potentially took profits to diversify their exposure to crypto in the public markets. \"In our view, the Silvergate Exchange Network, with its strong network effects, positions Silvergate as both a facilitator and a prime beneficiary of increased crypto adoption,\" ARK reasons.</p><p><b>Corporate spotlight:</b>&nbsp;Major events this week include strategic updates from Advance Auto Parts(NYSE:AAP)and Royal Gold(NYSE:GOLD)on April 20, as well as investor days for Dye &amp; Durham(OTC:DYNDF)and SMART Global(NASDAQ:SGH). On April 21, MGM Resorts(NYSE:MGM)and Entain(OTCPK:GMVHF)along with their U.S. venture BetMGM will host a business update event for analysts and investors. The event will provide deeper insights into the rapidly growing U.S. sports betting and iGaming business of BetMGM. A new forecast on the industry's total addressable market could be a share price catalyst for DraftKings(NASDAQ:DKNG)and Penn National Gaming(NASDAQ:PENN)as well. Check outSeeking Alpha's Catalyst Watch for a detailed list of more events to watch.</p><p><b>Conferences rundown:</b>&nbsp;Notable conferences running during the week include the H.C Wainwright Spring Mining Conference, Linley Spring Processor Conference 2021, the Kempen Life Sciences Conference, the Jefferies Microbiome-based Therapeutics Summit 2021 and the Stifel GMP &amp; Stifel First Energy Canada Cross Sector Insight Conference 2021. Check outSeeking Alpha's Catalyst Watch for a detailed list of events to watch.</p><p><b>Barron's mentions:</b>&nbsp;Disney(NYSE:DIS)makes the cover of Barron's this week as the media giant is given credit for positioning itself for post-COVID growth. Disney is said to have come out ahead after CEO Bob Chapek and team faced the severest of financial stress tests. \"When parks and theaters emptied out a year ago, costs kept rolling in, and the fastest-growing part of the business, streaming, was consuming cash—as it still is. Yet, Disney generated $3.6 billion in free cash during its fiscal year ended last September. It’s seen producing $3.3 billion this year before the numbers begin a sharp rebound,\" notes Jack Hough. While the movie business is still sputtering to restart and the TV business is seen holding steady at best, streaming results have shattered forecasts. Disney+ smashed expectations in piling up 100M in less than 18 months, compared to the 10 years it took Netflix to hit that level. Disney is targeting 300M to 350M subscribers by 2024 across all of its streaming platforms, including Hulu, ESPN+, Hotstar in India, and Star+ in Latin America (launches in June). PetIQ(NASDAQ:PETQ)and O'Reilly Automotive(NASDAQ:ORLY)also land favorable write-ups this week.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks To Watch: Apple Event, Disney Callout And Earnings Blitz</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\">\nStocks To Watch: Apple Event, Disney Callout And Earnings Blitz\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 00:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday ...</p>\n\n<a href=\"https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162662309","content_text":"Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify(click the highlighted links).Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across sectors. Of note, the follow-up conference calls from Coca-Cola(NYSE:KO), Netflix(NASDAQ:NFLX)and Intel(NASDAQ:INTC)could be on the interesting side. On the vaccine front, the Centers for Disease Control and Prevention's Advisory Committee on Immunization Practices is expected to meet late this week to consider recommendations for Johnson & Johnson's(NYSE:JNJ)shot, which has been linked to rare blood clots in the brain.Earnings spotlight: Earnings season heats up in a big way with reports due in from Coca-Cola (KO), IBM(NYSE:IBM)and United Airlines(NASDAQ:UAL)on April 19; Johnson & Johnson (JNJ), Procter & Gamble(NYSE:PG), Philip Morris International(NYSE:PM), Abbott Labs(NYSE:ABT)and Netflix (NFLX) on April 20; Anthem(NYSE:ANTM), Verizon(NYSE:VZ), Chipotle(NYSE:CMG)and Lam Research(NASDAQ:LRCX)on April 21; AT&T(NYSE:T), Dow(NYSE:DOW), Intel (INTC), Seagate Tech(NASDAQ:STX)and Mattel(NASDAQ:MAT)on April 22; as well as American Express(NYSE:AXP)and Honeywell(NYSE:HON)on April 23.IPO watch: IPOs expected to start trading during the week include UiPAth (PATH), DoubleVerify (DV) and NeuroPace (NPCE) on April 20, as well as Zymergern (ZY) and KnowBe4 (KNBE) on April 22. IPO lockup periods expire on Datto Holding(NYSE:MSP), Topaz Energy(NYSE:TPZ), McAfee(NASDAQ:MCFE), Guild Holdings(NYSE:GHLD), Foghorn Therapeutics(NASDAQ:FHTX)and ComSovereign Holding(NASDAQ:COMS). The analyst quiet period expires on ThredUp(NASDAQ:TDUP)on April 20 to free up analysts to post ratings. Shares of Trip.com(NASDAQ:TRIP)will begin trading in Hong Kong this week following a new listing.Apple event: Apple(NASDAQ:AAPL)holds an event on April 20 called \"Spring Loaded\" to show off new products. Information out of Cupertino has been pretty tight, but the company could reveal new iPads, new iMacs, new AirPods, AirTags, a new Apple TV and possibly a new Apple Pencil.Projected dividend increases (quarterly): Expected dividend boosts for the week include Comfort Systems USA(NYSE:FIX)to $0.125 from $0.1115, HP Enterprise(NYSE:HPE)to $0.1275 from $0.12, Pool Corp(NASDAQ:POOL)to $0.61 from $0.58, Johnson & Johnson to $1.06 from $1.01, Travelers(NYSE:TRV)to $0.88 from $0.85, Southern Company(NYSE:SO)to $0.66 from $0.64, Kinder Morgan(NYSE:KMI)to $0.27 from $0.2625 and Nasdaq(NASDAQ:NDAQ)to $0.50 from $0.49.M&A tidbits: The highly-anticipated Aphria(NASDAQ:APHA)-Tilray(NASDAQ:TLRY)merger is expected to close on April 20. The tender offer on the GenMark Diagnostics(NASDAQ:GNMK)-Roche(OTCQX:RHHBY)deal expires on April 21. GW Pharmaceuticals(NASDAQ:GWPH)shareholders vote on the Jazz Pharmaceuticals(NASDAQ:JAZZ)deal on April 23.ARK Invest watch: Investors may want to keep an eye on Coinbase Global(NASDAQ:COIN)after ARK Invest came in Friday with a purchase of 19,599 shares for the ARK Fintech Innovation ETF(NYSEARCA:ARKF)and 112,539 shares for the ARK Innovation ETF(NYSEARCA:ARKK). Cathie Wood's firm also defended Silvergate(NYSE:SI)after its mid-week stumble likely in response to the Coinbase IPO. \"Investors potentially took profits to diversify their exposure to crypto in the public markets. \"In our view, the Silvergate Exchange Network, with its strong network effects, positions Silvergate as both a facilitator and a prime beneficiary of increased crypto adoption,\" ARK reasons.Corporate spotlight: Major events this week include strategic updates from Advance Auto Parts(NYSE:AAP)and Royal Gold(NYSE:GOLD)on April 20, as well as investor days for Dye & Durham(OTC:DYNDF)and SMART Global(NASDAQ:SGH). On April 21, MGM Resorts(NYSE:MGM)and Entain(OTCPK:GMVHF)along with their U.S. venture BetMGM will host a business update event for analysts and investors. The event will provide deeper insights into the rapidly growing U.S. sports betting and iGaming business of BetMGM. A new forecast on the industry's total addressable market could be a share price catalyst for DraftKings(NASDAQ:DKNG)and Penn National Gaming(NASDAQ:PENN)as well. Check outSeeking Alpha's Catalyst Watch for a detailed list of more events to watch.Conferences rundown: Notable conferences running during the week include the H.C Wainwright Spring Mining Conference, Linley Spring Processor Conference 2021, the Kempen Life Sciences Conference, the Jefferies Microbiome-based Therapeutics Summit 2021 and the Stifel GMP & Stifel First Energy Canada Cross Sector Insight Conference 2021. Check outSeeking Alpha's Catalyst Watch for a detailed list of events to watch.Barron's mentions: Disney(NYSE:DIS)makes the cover of Barron's this week as the media giant is given credit for positioning itself for post-COVID growth. Disney is said to have come out ahead after CEO Bob Chapek and team faced the severest of financial stress tests. \"When parks and theaters emptied out a year ago, costs kept rolling in, and the fastest-growing part of the business, streaming, was consuming cash—as it still is. Yet, Disney generated $3.6 billion in free cash during its fiscal year ended last September. It’s seen producing $3.3 billion this year before the numbers begin a sharp rebound,\" notes Jack Hough. While the movie business is still sputtering to restart and the TV business is seen holding steady at best, streaming results have shattered forecasts. Disney+ smashed expectations in piling up 100M in less than 18 months, compared to the 10 years it took Netflix to hit that level. Disney is targeting 300M to 350M subscribers by 2024 across all of its streaming platforms, including Hulu, ESPN+, Hotstar in India, and Star+ in Latin America (launches in June). PetIQ(NASDAQ:PETQ)and O'Reilly Automotive(NASDAQ:ORLY)also land favorable write-ups this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889575462,"gmtCreate":1631164030256,"gmtModify":1676530484675,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"Both also good companies[Victory]&nbsp;","listText":"Both also good companies[Victory]&nbsp;","text":"Both also good companies[Victory]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/889575462","repostId":"1127517147","repostType":4,"repost":{"id":"1127517147","kind":"news","pubTimestamp":1631158589,"share":"https://ttm.financial/m/news/1127517147?lang=&edition=fundamental","pubTime":"2021-09-09 11:36","market":"us","language":"en","title":"Amazon Vs. Microsoft: Two Cloud Computing Giants, One Winning Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1127517147","media":"Seeking Alpha","summary":"Summary\n\nMicrosoft's Azure continues to gain market share in the burgeoning cloud infrastructure ser","content":"<p><b>Summary</b></p>\n<ul>\n <li>Microsoft's Azure continues to gain market share in the burgeoning cloud infrastructure services market. However, Amazon's AWS remains in the No.1 position.</li>\n <li>Although the cloud wars are heating up, both Azure and AWS are performing exceptionally, growing at 51% y/y and 37% y/y, respectively.</li>\n <li>The global cloud services market is poised to grow at a CAGR of ~15.8% until 2030 to become a $1.6T market. Therefore, cloud providers still have a long growth runway.</li>\n <li>In this article, I share a comparative financial analysis for Microsoft and Amazon to determine the better buy.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69eeb847ac2a68d9068ee3d90ae2ec5c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Chip Somodevilla/Getty Images News</span></p>\n<p><b>Introduction</b></p>\n<p>Microsoft (MSFT) and Amazon (AMZN) are competing for the coveted No.1 spot in the cloud infrastructure services market, which is projected to grow from $325B in 2021 to $1,620B (or $1.6T) by 2030, according to areportby Allied Market Research. In Q2, Amazon's AWS revenues grew at 37% year-over-year (marked acceleration) as it continues to lead the cloud infrastructure services market with a 31% market share. However, Microsoft's Azure is outpacing AWS's growth and now commands a market share of 22%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60b929cfb3eb06a50b14a942b980bd8d\" tg-width=\"640\" tg-height=\"349\" width=\"100%\" height=\"auto\"><span>Source: canalys.com</span></p>\n<p>In the last year or so, the coronavirus pandemic has led to increased cloud infrastructure services spending as workload migration and cloud-native application development accelerated. Naturally, Azure and AWS have emerged as prime beneficiaries of this transformational shift toward the cloud. Although the coronavirus pandemic has receded in previous months, businesses have continued to embrace the cloud, as evidenced by the $5B sequential (q/q) growth in cloud infrastructure services spending in Q2 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab77f327d4b4f980b703dd05a727a8fd\" tg-width=\"640\" tg-height=\"349\" width=\"100%\" height=\"auto\"><span>Source: canalys.com</span></p>\n<p>Both Microsoft and Amazon are well-diversified big tech giants. However, the cloud opportunity is critical to their future successes. Today, Microsoft's Intelligent Cloud business makes up nearly ~37% of total revenues and ~40% of Microsoft's operating income, and these figures are expected to grow even further in the coming years. In relation to Amazon, AWS's revenues are a small fraction (13% in Q2 2021) of total sales. However, AWS contributes the majority of Amazon's operating income (~60%). And so, I'm not surprised with how ugly this battle is turning out to be. In recent times, we have witnessed dramatic instances such as&nbsp;Amazon's lawsuit&nbsp;for the $10B Jedi contract being awarded to Microsoft,Microsoft's protest&nbsp;to Government Accountability Office in relation to the $10B NSA contract awarded to Amazon, and a top AWS executive - Charlie Bell (once expected to be a successor to Andy Jassy as AWS CEO) -moving over to Microsoft. The competition between Amazon and Microsoft is fearsome. However, I can see ample room for multiple winners in the cloud services market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7fd2cfae285856cb75e5ced740ef320\" tg-width=\"640\" tg-height=\"310\" width=\"100%\" height=\"auto\"><span>Source: Allied Market Research</span></p>\n<p>With massive cloud services growth on the horizon, I expect both Microsoft and Amazon to deliver double-digit revenue growth over the coming decade. Several analysts have projected the cloud services business to become a commodity. However, profitability metrics for AWS and Microsoft's Intelligent Cloud show that it's clearly not a commodity business (at least for now). Azure has been gaining ground on AWS, but it's too soon to tell which of these tech titans will lead the cloud services market over the coming years.</p>\n<p>Over the last 12 months, Microsoft has significantly outperformed Amazon in terms of creating shareholder wealth, as can be observed in the chart below. I attribute Microsoft's outperformance to a multitude of factors, including but not limited to stronger momentum in the cloud, the existence of a massive capital return program, and robust free cash flow generation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a47beb283bcc911ba9ad25c4c2c01f91\" tg-width=\"640\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>In today's article, I will share a comparative financial analysis to determine the better buy among Microsoft and Amazon. Furthermore, we will estimate the fair value and expected returns for both of these blue-chip companies based on the financial statement analysis conducted in this note.</p>\n<p><b>Comparative Financial Analysis: Microsoft vs. Amazon</b></p>\n<p>I think it's too early to call the cloud services market, and the winners will only be evident in due time. However, it's very likely that Amazon and Microsoft will be dominating this market in 2031. Now, Amazon and Microsoft may be competitors in the cloud, but they happen to be two very different companies with varied core competencies: Amazon - e-commerce, Microsoft - business, and consumer software. Let's carry out a comparative financial analysis to determine the better buy among Microsoft and Amazon.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d675b34f8dc1b88db5722fa7be591b9f\" tg-width=\"640\" tg-height=\"478\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>In essence, Microsoft is a high-margin software and services business, while Amazon is a low-margin retail business with some higher-margin business lines such as AWS and Advertising. Since both Amazon and Microsoft are over-covered stocks, I don't think discussing their revenue mix would be of much value. However, let's look at the free cash flow generation of these blue-chip giants to understand their current business momentum.</p>\n<p>After receiving a massive pandemic boost, Amazon's free cash flows have turned negative in the last two quarters as the company invests massive amounts of capital (capex spending) in driving future revenue growth. In Q2, Amazon missed revenue estimates by ~$2B, which is further evidence of Amazon losing business momentum. On the other hand, Microsoft's business momentum remained strong in Q2 as the company beat revenue expectations by ~$2B while generating record amounts of free cash flow over the last 12 months. Therefore, it's fair to say that Microsoft is outperforming Amazon for the time being.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ed96043009b5528ed09d4e736d1833d\" tg-width=\"640\" tg-height=\"446\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>At the end of Q2, Microsoft had nearly $130B of cash and short-term investments on its balance sheet vs. financial debt of $58B (down from ~$90B debt in Dec'17). Over the last five years, Amazon's cash reserves have been building up, which now stand at ~$90B. However, the e-commerce giant has been increasing its debt load too, which has grown to $50B in Q2 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f8f27effc87360acc99c52dadd22af3\" tg-width=\"640\" tg-height=\"446\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>In terms of balance sheet strength, Microsoft is clearly in a better position compared to Amazon. Moreover, Microsoft's free cash flow generation is superior to Amazon right now. As you can see below, Microsoft is using its financial strength to execute a massive capital return program that consists of stock buybacks and dividends. Although Amazon lacks a capital return program today, it's only a matter of time before Amazon boasts one of the largest capital return programs among big tech companies. Therefore, Microsoft's advantage in this department may be short lived.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef388b2cab13ed222ddf2ba53ad6067f\" tg-width=\"640\" tg-height=\"446\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>While Microsoft returns the majority of its operational cash flows back to shareholders, Amazon is investing billions of dollars to drive future revenue (and, by extension, free cash flow) growth. In my opinion, Amazon will continue to outpace Microsoft's revenue growth over the next decade. As Amazon's faster-growing, higher-margin business lines, AWS and Advertising, contribute a larger share of Amazon's revenues over the coming years, its margins are expected to head higher. Hence, Amazon possesses the greater potential for revenue growth and margin expansion compared to Microsoft. To learn more about AWS and Amazon's Ads business, you may read the following notes:</p>\n<ol>\n <li>Amazon Web Services -&nbsp;Amazon: Here's What You Should Be Monitoring</li>\n <li>Digital Ads -&nbsp;Amazon: The 'Other' Segment May Be Worth More Than AWS</li>\n</ol>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18e9ff96d611913db9e45fbff0cc34ab\" tg-width=\"640\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>Although Amazon appears to be more expensive than Microsoft based on backward-looking trading multiples such as Price-to-Earnings and Price-to-FCF ratios, it's relatively cheaper than Microsoft when we factor in future growth as indicated by the PEG ratios.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68cf436c611eb187de68bf8802e73021\" tg-width=\"640\" tg-height=\"478\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>In summary, Microsoft is currently performing better than Amazon. However, Amazon's future appears to be a lot brighter than Microsoft. Since the stock markets are forward-looking, I would expect Amazon to outperform Microsoft over the coming years if their relative valuations were identical. With that being said, let us now calculate the intrinsic value of both Microsoft and Amazon along with future expected returns for these tech giants.</p>\n<p>Evaluating the Fair Value And Expected Return of Microsoft And Amazon</p>\n<p>To find the fair values of Microsoft and Amazon, we will employ our proprietary valuation model. Here's what it entails:</p>\n<ul>\n <li><p>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</p></li>\n <li><p>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</p></li>\n <li><p>In step 3, we normalize valuation for future growth prospects at the end of the 10 years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</p></li>\n <li>In step 4, we account for dividends.</li>\n</ul>\n<p><b>Assumptions:</b></p>\n<table>\n <colgroup></colgroup>\n <tbody>\n  <tr>\n   <td><p>Microsoft</p></td>\n   <td><p>Amazon</p></td>\n  </tr>\n  <tr>\n   <td><p>Forward 12-month revenue [A]</p></td>\n   <td><p>$195 billion</p></td>\n   <td><p>$515 billion</p></td>\n  </tr>\n  <tr>\n   <td><p>Potential Free Cash Flow Margin [B]</p></td>\n   <td><p>35%</p></td>\n   <td><p>20%</p></td>\n  </tr>\n  <tr>\n   <td><p>Average diluted shares outstanding [C]</p></td>\n   <td><p>7.5 billion</p></td>\n   <td><p>525 million</p></td>\n  </tr>\n  <tr>\n   <td><p>Free cash flow per share [ D = (A * B) / C ]</p></td>\n   <td><p>$9.1</p></td>\n   <td><p>$196.19</p></td>\n  </tr>\n  <tr>\n   <td><p>Free cash flow per share growth rate</p></td>\n   <td><p>10%</p></td>\n   <td><p>12.5%</p></td>\n  </tr>\n  <tr>\n   <td><p>Terminal growth rate</p></td>\n   <td><p>3%</p></td>\n   <td><p>3%</p></td>\n  </tr>\n  <tr>\n   <td><p>Years of elevated growth</p></td>\n   <td><p>10</p></td>\n   <td><p>10</p></td>\n  </tr>\n  <tr>\n   <td><p>Total years to stimulate</p></td>\n   <td><p>100</p></td>\n   <td><p>100</p></td>\n  </tr>\n  <tr>\n   <td><p>Discount Rate (Our \"Next Best Alternative\")</p></td>\n   <td><p>9.8%</p></td>\n   <td><p>9.8%</p></td>\n  </tr>\n </tbody>\n</table>\n<p><b>Results:</b></p>\n<p>1) Microsoft:</p>\n<p><img src=\"https://static.tigerbbs.com/875546f4aabbb1e580dcc9610c18a5b9\" tg-width=\"604\" tg-height=\"729\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8861dcb9fc1fbcd858297426ec52eaf6\" tg-width=\"606\" tg-height=\"771\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p>\n<p><b>2) Amazon:</b></p>\n<p><img src=\"https://static.tigerbbs.com/f8fb43ad416565a9768e919470e59bab\" tg-width=\"605\" tg-height=\"731\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a15de5a0494d4557b38c2290017588e9\" tg-width=\"609\" tg-height=\"430\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p>\n<p>Summary of Results:</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Current Price</b></td>\n   <td><b>Fair Value</b></td>\n   <td><b>Undervalued (-) or Overvalued (+)</b></td>\n   <td><b>2031 Share Price Target</b></td>\n   <td><b>Total Expected CAGR Return</b></td>\n   <td><b>Rating</b></td>\n  </tr>\n  <tr>\n   <td><b>Microsoft</b></td>\n   <td>$301</td>\n   <td>$295</td>\n   <td>+2.15%</td>\n   <td>$1101</td>\n   <td>14.71%</td>\n   <td><i>Modest Buy</i></td>\n  </tr>\n  <tr>\n   <td><b>Amazon</b></td>\n   <td>$3478</td>\n   <td>$6024</td>\n   <td>-42.27%</td>\n   <td>$22298</td>\n   <td>20.42%</td>\n   <td><i>Strong Buy</i></td>\n  </tr>\n </tbody>\n</table>\n<p>As you can see, Microsoft is slightly overvalued, and investors buying in at $301 can expect to generate CAGR returns of ~14.71% over the next decade, which is slightly below our investment hurdle rate of 15%. Since Microsoft's business fundamentals are robust, I rate it as a modest buy at this price. On the other hand, Amazon's business is facing near-term volatility, and business momentum looks shaky. However, Amazon's stock is deeply undervalued, and this is an opportunity for long-term investors to generate significant alpha. As Amazon's expected CAGR returns are much greater than my hurdle rate, I rate Amazon a strong buy. If I were to choose between Microsoft and Amazon based on business momentum (cloud and otherwise), I would have to go with Microsoft. However, Amazon's stock is massively undervalued while Microsoft is fairly valued. Considering the risk/reward available, I think Amazon is the better buy here.</p>\n<p>Key Takeaway: I rate Amazon a strong buy at $3,478 and Microsoft a modest buy at $301. Amazon is a better buy than Microsoft at this point in time.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Vs. Microsoft: Two Cloud Computing Giants, One Winning Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Vs. Microsoft: Two Cloud Computing Giants, One Winning Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 11:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4453940-amazon-vs-microsoft-two-cloud-computing-giants-one-winning-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nMicrosoft's Azure continues to gain market share in the burgeoning cloud infrastructure services market. However, Amazon's AWS remains in the No.1 position.\nAlthough the cloud wars are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4453940-amazon-vs-microsoft-two-cloud-computing-giants-one-winning-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4453940-amazon-vs-microsoft-two-cloud-computing-giants-one-winning-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127517147","content_text":"Summary\n\nMicrosoft's Azure continues to gain market share in the burgeoning cloud infrastructure services market. However, Amazon's AWS remains in the No.1 position.\nAlthough the cloud wars are heating up, both Azure and AWS are performing exceptionally, growing at 51% y/y and 37% y/y, respectively.\nThe global cloud services market is poised to grow at a CAGR of ~15.8% until 2030 to become a $1.6T market. Therefore, cloud providers still have a long growth runway.\nIn this article, I share a comparative financial analysis for Microsoft and Amazon to determine the better buy.\n\nChip Somodevilla/Getty Images News\nIntroduction\nMicrosoft (MSFT) and Amazon (AMZN) are competing for the coveted No.1 spot in the cloud infrastructure services market, which is projected to grow from $325B in 2021 to $1,620B (or $1.6T) by 2030, according to areportby Allied Market Research. In Q2, Amazon's AWS revenues grew at 37% year-over-year (marked acceleration) as it continues to lead the cloud infrastructure services market with a 31% market share. However, Microsoft's Azure is outpacing AWS's growth and now commands a market share of 22%.\nSource: canalys.com\nIn the last year or so, the coronavirus pandemic has led to increased cloud infrastructure services spending as workload migration and cloud-native application development accelerated. Naturally, Azure and AWS have emerged as prime beneficiaries of this transformational shift toward the cloud. Although the coronavirus pandemic has receded in previous months, businesses have continued to embrace the cloud, as evidenced by the $5B sequential (q/q) growth in cloud infrastructure services spending in Q2 2021.\nSource: canalys.com\nBoth Microsoft and Amazon are well-diversified big tech giants. However, the cloud opportunity is critical to their future successes. Today, Microsoft's Intelligent Cloud business makes up nearly ~37% of total revenues and ~40% of Microsoft's operating income, and these figures are expected to grow even further in the coming years. In relation to Amazon, AWS's revenues are a small fraction (13% in Q2 2021) of total sales. However, AWS contributes the majority of Amazon's operating income (~60%). And so, I'm not surprised with how ugly this battle is turning out to be. In recent times, we have witnessed dramatic instances such as Amazon's lawsuit for the $10B Jedi contract being awarded to Microsoft,Microsoft's protest to Government Accountability Office in relation to the $10B NSA contract awarded to Amazon, and a top AWS executive - Charlie Bell (once expected to be a successor to Andy Jassy as AWS CEO) -moving over to Microsoft. The competition between Amazon and Microsoft is fearsome. However, I can see ample room for multiple winners in the cloud services market.\nSource: Allied Market Research\nWith massive cloud services growth on the horizon, I expect both Microsoft and Amazon to deliver double-digit revenue growth over the coming decade. Several analysts have projected the cloud services business to become a commodity. However, profitability metrics for AWS and Microsoft's Intelligent Cloud show that it's clearly not a commodity business (at least for now). Azure has been gaining ground on AWS, but it's too soon to tell which of these tech titans will lead the cloud services market over the coming years.\nOver the last 12 months, Microsoft has significantly outperformed Amazon in terms of creating shareholder wealth, as can be observed in the chart below. I attribute Microsoft's outperformance to a multitude of factors, including but not limited to stronger momentum in the cloud, the existence of a massive capital return program, and robust free cash flow generation.\nSource: YCharts\nIn today's article, I will share a comparative financial analysis to determine the better buy among Microsoft and Amazon. Furthermore, we will estimate the fair value and expected returns for both of these blue-chip companies based on the financial statement analysis conducted in this note.\nComparative Financial Analysis: Microsoft vs. Amazon\nI think it's too early to call the cloud services market, and the winners will only be evident in due time. However, it's very likely that Amazon and Microsoft will be dominating this market in 2031. Now, Amazon and Microsoft may be competitors in the cloud, but they happen to be two very different companies with varied core competencies: Amazon - e-commerce, Microsoft - business, and consumer software. Let's carry out a comparative financial analysis to determine the better buy among Microsoft and Amazon.\nSource: YCharts\nIn essence, Microsoft is a high-margin software and services business, while Amazon is a low-margin retail business with some higher-margin business lines such as AWS and Advertising. Since both Amazon and Microsoft are over-covered stocks, I don't think discussing their revenue mix would be of much value. However, let's look at the free cash flow generation of these blue-chip giants to understand their current business momentum.\nAfter receiving a massive pandemic boost, Amazon's free cash flows have turned negative in the last two quarters as the company invests massive amounts of capital (capex spending) in driving future revenue growth. In Q2, Amazon missed revenue estimates by ~$2B, which is further evidence of Amazon losing business momentum. On the other hand, Microsoft's business momentum remained strong in Q2 as the company beat revenue expectations by ~$2B while generating record amounts of free cash flow over the last 12 months. Therefore, it's fair to say that Microsoft is outperforming Amazon for the time being.\nSource: YCharts\nAt the end of Q2, Microsoft had nearly $130B of cash and short-term investments on its balance sheet vs. financial debt of $58B (down from ~$90B debt in Dec'17). Over the last five years, Amazon's cash reserves have been building up, which now stand at ~$90B. However, the e-commerce giant has been increasing its debt load too, which has grown to $50B in Q2 2021.\nSource: YCharts\nIn terms of balance sheet strength, Microsoft is clearly in a better position compared to Amazon. Moreover, Microsoft's free cash flow generation is superior to Amazon right now. As you can see below, Microsoft is using its financial strength to execute a massive capital return program that consists of stock buybacks and dividends. Although Amazon lacks a capital return program today, it's only a matter of time before Amazon boasts one of the largest capital return programs among big tech companies. Therefore, Microsoft's advantage in this department may be short lived.\nSource: YCharts\nWhile Microsoft returns the majority of its operational cash flows back to shareholders, Amazon is investing billions of dollars to drive future revenue (and, by extension, free cash flow) growth. In my opinion, Amazon will continue to outpace Microsoft's revenue growth over the next decade. As Amazon's faster-growing, higher-margin business lines, AWS and Advertising, contribute a larger share of Amazon's revenues over the coming years, its margins are expected to head higher. Hence, Amazon possesses the greater potential for revenue growth and margin expansion compared to Microsoft. To learn more about AWS and Amazon's Ads business, you may read the following notes:\n\nAmazon Web Services - Amazon: Here's What You Should Be Monitoring\nDigital Ads - Amazon: The 'Other' Segment May Be Worth More Than AWS\n\nSource: YCharts\nAlthough Amazon appears to be more expensive than Microsoft based on backward-looking trading multiples such as Price-to-Earnings and Price-to-FCF ratios, it's relatively cheaper than Microsoft when we factor in future growth as indicated by the PEG ratios.\nSource: YCharts\nIn summary, Microsoft is currently performing better than Amazon. However, Amazon's future appears to be a lot brighter than Microsoft. Since the stock markets are forward-looking, I would expect Amazon to outperform Microsoft over the coming years if their relative valuations were identical. With that being said, let us now calculate the intrinsic value of both Microsoft and Amazon along with future expected returns for these tech giants.\nEvaluating the Fair Value And Expected Return of Microsoft And Amazon\nTo find the fair values of Microsoft and Amazon, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\nIn step 3, we normalize valuation for future growth prospects at the end of the 10 years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\nIn step 4, we account for dividends.\n\nAssumptions:\n\n\n\n\nMicrosoft\nAmazon\n\n\nForward 12-month revenue [A]\n$195 billion\n$515 billion\n\n\nPotential Free Cash Flow Margin [B]\n35%\n20%\n\n\nAverage diluted shares outstanding [C]\n7.5 billion\n525 million\n\n\nFree cash flow per share [ D = (A * B) / C ]\n$9.1\n$196.19\n\n\nFree cash flow per share growth rate\n10%\n12.5%\n\n\nTerminal growth rate\n3%\n3%\n\n\nYears of elevated growth\n10\n10\n\n\nTotal years to stimulate\n100\n100\n\n\nDiscount Rate (Our \"Next Best Alternative\")\n9.8%\n9.8%\n\n\n\nResults:\n1) Microsoft:\n\nSource: L.A. Stevens Valuation Model\n2) Amazon:\n\nSource: L.A. Stevens Valuation Model\nSummary of Results:\n\n\n\nCurrent Price\nFair Value\nUndervalued (-) or Overvalued (+)\n2031 Share Price Target\nTotal Expected CAGR Return\nRating\n\n\nMicrosoft\n$301\n$295\n+2.15%\n$1101\n14.71%\nModest Buy\n\n\nAmazon\n$3478\n$6024\n-42.27%\n$22298\n20.42%\nStrong Buy\n\n\n\nAs you can see, Microsoft is slightly overvalued, and investors buying in at $301 can expect to generate CAGR returns of ~14.71% over the next decade, which is slightly below our investment hurdle rate of 15%. Since Microsoft's business fundamentals are robust, I rate it as a modest buy at this price. On the other hand, Amazon's business is facing near-term volatility, and business momentum looks shaky. However, Amazon's stock is deeply undervalued, and this is an opportunity for long-term investors to generate significant alpha. As Amazon's expected CAGR returns are much greater than my hurdle rate, I rate Amazon a strong buy. If I were to choose between Microsoft and Amazon based on business momentum (cloud and otherwise), I would have to go with Microsoft. However, Amazon's stock is massively undervalued while Microsoft is fairly valued. Considering the risk/reward available, I think Amazon is the better buy here.\nKey Takeaway: I rate Amazon a strong buy at $3,478 and Microsoft a modest buy at $301. Amazon is a better buy than Microsoft at this point in time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166245938,"gmtCreate":1624014518324,"gmtModify":1703826572900,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"themes":[],"htmlText":"The big getting bigger just like the rich getting richer [Thinking]&nbsp;","listText":"The big getting bigger just like the rich getting richer [Thinking]&nbsp;","text":"The big getting bigger just like the rich getting richer [Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/166245938","repostId":"1134531383","repostType":4,"repost":{"id":"1134531383","kind":"news","pubTimestamp":1623985209,"share":"https://ttm.financial/m/news/1134531383?lang=&edition=fundamental","pubTime":"2021-06-18 11:00","market":"us","language":"en","title":"Why the Nvidia-Arm Merger Would Be Good for Tech, According to Their CEOs","url":"https://stock-news.laohu8.com/highlight/detail?id=1134531383","media":"Barrons","summary":"Nvidia‘s $40 billion plan to acquire U.K. chip technology provider Arm Holdings will reshape the industry, so rivals are concerned. Thursday, the CEOs of both companies tried again to sell the deal as positive for the industry.Nvidia  has a lot of people to convince. To go through, the deal needs regulatory approval from the U.S., European Union, U.K., and China. Opposition from other semiconductor companies, and elsewhere in the tech sector, has been mounting for months. Combined, Arm and Nvidi","content":"<p>Nvidia‘s $40 billion plan to acquire U.K. chip technology provider Arm Holdings will reshape the industry, so rivals are concerned. Thursday, the CEOs of both companies tried again to sell the deal as positive for the industry.</p>\n<p>Nvidia (ticker: NVDA) has a lot of people to convince. To go through, the deal needs regulatory approval from the U.S., European Union, U.K., and China. Opposition from other semiconductor companies, and elsewhere in the tech sector, has been mounting for months. Combined, Arm and Nvidia could become&nbsp;a formidable rival of&nbsp;Intel(INTC).</p>\n<p>At the Six Five Summit Thursday, Arm CEO Simon Segars&nbsp;made the case&nbsp;that if it stays independent, Arm wouldn’t be able to keep up with the increasing demands of its customers for more complex chips that can perform a wider variety of functions.</p>\n<p>“As I think of in the future, the range of products our licensees want to build is growing and growing,” Segars said. “What they’re asking from us is increasing and increasing because of the complexity going up, and there is no way that we can do that on our own.”</p>\n<p>Beyond supporting Arm at a larger scale, Nvidia CEO Jensen Huang said the acquisition is an opportunity to create a company that can generate even more new ideas, and bring more innovation to its customers in the form of intellectual property.</p>\n<p>“The benefit to the market, and to the Arm customers will be more IP, better IP, more accelerated road maps and hopefully taking Arm to the far reaches of what is becoming …the diversity of computing that is literally going in every single direction,” Huang said. “You’re covering from cloud, to edge, to [internet of things], to high performance computing, to microprocessors, to accelerated computing—everything.”</p>\n<p>Not everyone agrees that the deal is a good idea. Incoming Qualcomm CEO Cristiano Amon has said that Arm’s ecosystem of processor technology is powerful because it is open. Arm has long been willing to license its architecture to anyone because it only makes the blueprints for the technology, and doesn’t design or fabricate chips itself.</p>\n<p>“Arm already won, and won everywhere,” Amon&nbsp;has said, referring to Arm-based chips powering almost every smartphone. “After the battle is won because of its independence, to say, ‘let’s make it better by taking that away’, doesn’t make any sense.”</p>\n<p>There&nbsp;have been reports&nbsp;of other tech companies such as Alphabet (GOOGL), and&nbsp;Microsoft(MSFT) urging regulators to intervene. Nvidia announced its&nbsp;plan to buy Arm last year, and said the deal would close in 2022. Nvidia finance chief Colette Kress has said the deal is on track.</p>\n<p>Nvidia shares rallied in Thursday trading. The stock closed up 4.8% at $746.29 after Jefferies analyst Mark Lipacis raised his target for the stock price to $854 from $740, and reiterated his Buy rating.</p>\n<p>Also Thursday, Alphabet’s Google Cloud&nbsp;said that it had selected&nbsp;Advanced Micro Devices (AMD) chips to power a new virtual-machine product it is adding to its cloud-computing offerings. AMD shares rallied 6.1% to $84.95 in regular trading. The Tau VM virtual machines Google announced are a cheap way to add additional capacity for companies using cloud computing.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why the Nvidia-Arm Merger Would Be Good for Tech, According to Their CEOs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy the Nvidia-Arm Merger Would Be Good for Tech, According to Their CEOs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/ceos-nvidia-arm-chip-tech-merger-51623965440?mod=hp_DAY_Theme_1_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia‘s $40 billion plan to acquire U.K. chip technology provider Arm Holdings will reshape the industry, so rivals are concerned. Thursday, the CEOs of both companies tried again to sell the deal as...</p>\n\n<a href=\"https://www.barrons.com/articles/ceos-nvidia-arm-chip-tech-merger-51623965440?mod=hp_DAY_Theme_1_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.barrons.com/articles/ceos-nvidia-arm-chip-tech-merger-51623965440?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134531383","content_text":"Nvidia‘s $40 billion plan to acquire U.K. chip technology provider Arm Holdings will reshape the industry, so rivals are concerned. Thursday, the CEOs of both companies tried again to sell the deal as positive for the industry.\nNvidia (ticker: NVDA) has a lot of people to convince. To go through, the deal needs regulatory approval from the U.S., European Union, U.K., and China. Opposition from other semiconductor companies, and elsewhere in the tech sector, has been mounting for months. Combined, Arm and Nvidia could become a formidable rival of Intel(INTC).\nAt the Six Five Summit Thursday, Arm CEO Simon Segars made the case that if it stays independent, Arm wouldn’t be able to keep up with the increasing demands of its customers for more complex chips that can perform a wider variety of functions.\n“As I think of in the future, the range of products our licensees want to build is growing and growing,” Segars said. “What they’re asking from us is increasing and increasing because of the complexity going up, and there is no way that we can do that on our own.”\nBeyond supporting Arm at a larger scale, Nvidia CEO Jensen Huang said the acquisition is an opportunity to create a company that can generate even more new ideas, and bring more innovation to its customers in the form of intellectual property.\n“The benefit to the market, and to the Arm customers will be more IP, better IP, more accelerated road maps and hopefully taking Arm to the far reaches of what is becoming …the diversity of computing that is literally going in every single direction,” Huang said. “You’re covering from cloud, to edge, to [internet of things], to high performance computing, to microprocessors, to accelerated computing—everything.”\nNot everyone agrees that the deal is a good idea. Incoming Qualcomm CEO Cristiano Amon has said that Arm’s ecosystem of processor technology is powerful because it is open. Arm has long been willing to license its architecture to anyone because it only makes the blueprints for the technology, and doesn’t design or fabricate chips itself.\n“Arm already won, and won everywhere,” Amon has said, referring to Arm-based chips powering almost every smartphone. “After the battle is won because of its independence, to say, ‘let’s make it better by taking that away’, doesn’t make any sense.”\nThere have been reports of other tech companies such as Alphabet (GOOGL), and Microsoft(MSFT) urging regulators to intervene. Nvidia announced its plan to buy Arm last year, and said the deal would close in 2022. Nvidia finance chief Colette Kress has said the deal is on track.\nNvidia shares rallied in Thursday trading. The stock closed up 4.8% at $746.29 after Jefferies analyst Mark Lipacis raised his target for the stock price to $854 from $740, and reiterated his Buy rating.\nAlso Thursday, Alphabet’s Google Cloud said that it had selected Advanced Micro Devices (AMD) chips to power a new virtual-machine product it is adding to its cloud-computing offerings. AMD shares rallied 6.1% to $84.95 in regular trading. The Tau VM virtual machines Google announced are a cheap way to add additional capacity for companies using cloud computing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}