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WendyHing
09-16
Go to the moon🚀🚀🚀
Intel Shares Rise on Report of $3.5 Bln Chip Deal With U.S. Military
WendyHing
09-16
Why 2022 news?
Intel Said to Lose PlayStation 6 Chip Contracts to AMD, TSM in 2022: Report
WendyHing
09-14
Next week going to Moon!
Intel Solidifies $3.5 Billion Deal to Make Chips for Military
WendyHing
03-08
$CleanSpark, Inc.(CLSK)$
WendyHing
02-08
$Marathon Digital Holdings Inc(MARA)$
WendyHing
2022-10-02
$Meta Platforms, Inc.(META)$
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WendyHing
2022-10-02
$Apple(AAPL)$
WendyHing
2022-10-01
$Alphabet(GOOGL)$
WendyHing
2022-10-01
$Apple(AAPL)$
WendyHing
2022-09-29
$Apple(AAPL)$
WendyHing
2022-09-28
$Palantir Technologies Inc.(PLTR)$
WendyHing
2022-09-28
$Meta Platforms, Inc.(META)$
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WendyHing
2022-09-27
$Tesla Motors(TSLA)$
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WendyHing
2022-09-27
$Palantir Technologies Inc.(PLTR)$
WendyHing
2022-09-27
$NVIDIA Corp(NVDA)$
WendyHing
2022-09-26
$Apple(AAPL)$
WendyHing
2022-09-26
$Meta Platforms, Inc.(META)$
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WendyHing
2022-09-25
$Lucid Group Inc(LCID)$
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2022-09-25
$JPMorgan Chase(JPM)$
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2022-09-24
$Apple(AAPL)$
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to the moon🚀🚀🚀","listText":"Go to the moon🚀🚀🚀","text":"Go to the moon🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350072393539952","repostId":"2467843194","repostType":2,"repost":{"id":"2467843194","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":1726494360,"share":"https://ttm.financial/m/news/2467843194?lang=&edition=fundamental","pubTime":"2024-09-16 21:46","market":"us","language":"en","title":"Intel Shares Rise on Report of $3.5 Bln Chip Deal With U.S. Military","url":"https://stock-news.laohu8.com/highlight/detail?id=2467843194","media":"Dow Jones","summary":"Shares in Intel rose after the company secured $3.5 billion in grants to produce semiconductors for the Pentagon, according to a Bloomberg report.Shares were up 2% in premarket trading at $20.07.The funding, which could be officially announced this week, is aimed at the development of advanced chips with military and intelligence applications, Bloomberg reported Friday.The technology company was already awarded up to $8.5 billion in grants under President Joe Biden's Chips and Science Act in March, with the government seeking to bolster the country's semiconductor sector.","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\n \n</pre>\n<p>\n By Don Nico Forbes \n</p>\n<pre>\n \n</pre>\n<p>\n Shares in Intel rose after the company secured $3.5 billion in grants to produce semiconductors for the Pentagon, according to a Bloomberg report. \n</p>\n<p>\n Shares were up 2% in premarket trading at $20.07. \n</p>\n<p>\n The funding, which could be officially announced this week, is aimed at the development of advanced chips with military and intelligence applications, Bloomberg reported Friday. \n</p>\n<p>\n The technology company was already awarded up to $8.5 billion in grants under President Joe Biden's Chips and Science Act in March, with the government seeking to bolster the country's semiconductor sector. \n</p>\n<pre>\n \n</pre>\n<p>\n Write to Don Nico Forbes at don.forbes@wsj.com \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n September 16, 2024 09:46 ET (13:46 GMT)\n</p>\n<p>\n Copyright (c) 2024 Dow Jones & Company, Inc.\n</p>\n</font>","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 Shares Rise on Report of $3.5 Bln Chip Deal With U.S. Military</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Shares Rise on Report of $3.5 Bln Chip Deal With U.S. Military\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-16 21:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\n \n</pre>\n<p>\n By Don Nico Forbes \n</p>\n<pre>\n \n</pre>\n<p>\n Shares in Intel rose after the company secured $3.5 billion in grants to produce semiconductors for the Pentagon, according to a Bloomberg report. \n</p>\n<p>\n Shares were up 2% in premarket trading at $20.07. \n</p>\n<p>\n The funding, which could be officially announced this week, is aimed at the development of advanced chips with military and intelligence applications, Bloomberg reported Friday. \n</p>\n<p>\n The technology company was already awarded up to $8.5 billion in grants under President Joe Biden's Chips and Science Act in March, with the government seeking to bolster the country's semiconductor sector. \n</p>\n<pre>\n \n</pre>\n<p>\n Write to Don Nico Forbes at don.forbes@wsj.com \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n September 16, 2024 09:46 ET (13:46 GMT)\n</p>\n<p>\n Copyright (c) 2024 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","BK4515":"5G概念","BK4535":"淡马锡持仓","INTC":"英特尔","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4527":"明星科技股","BK4529":"IDC概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4575":"芯片概念","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4588":"碎股","BK4141":"半导体产品","BK4554":"元宇宙及AR概念"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2467843194","content_text":"By Don Nico Forbes \n\n\n \n\n\n Shares in Intel rose after the company secured $3.5 billion in grants to produce semiconductors for the Pentagon, according to a Bloomberg report. \n\n\n Shares were up 2% in premarket trading at $20.07. \n\n\n The funding, which could be officially announced this week, is aimed at the development of advanced chips with military and intelligence applications, Bloomberg reported Friday. \n\n\n The technology company was already awarded up to $8.5 billion in grants under President Joe Biden's Chips and Science Act in March, with the government seeking to bolster the country's semiconductor sector. \n\n\n \n\n\n Write to Don Nico Forbes at don.forbes@wsj.com \n\n\n \n\n\n (END) Dow Jones Newswires\n\n\n September 16, 2024 09:46 ET (13:46 GMT)\n\n\n Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350071257251992,"gmtCreate":1726494524573,"gmtModify":1726494528171,"author":{"id":"3572016423421827","authorId":"3572016423421827","authorIdStr":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572016423421827"},"themes":[],"htmlText":"Why 2022 news?","listText":"Why 2022 news?","text":"Why 2022 news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350071257251992","repostId":"1191641713","repostType":2,"repost":{"id":"1191641713","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1726487456,"share":"https://ttm.financial/m/news/1191641713?lang=&edition=fundamental","pubTime":"2024-09-16 19:50","market":"us","language":"en","title":"Intel Said to Lose PlayStation 6 Chip Contracts to AMD, TSM in 2022: Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1191641713","media":"Reuters","summary":"SummaryIntel lost PlayStation 6 chip contract to AMD in 2022, sources sayDispute over profit margins blocked Intel-Sony deal, sources sayPlayStation deal could have generated $30 billion in revenue, s","content":"<html><head></head><body><p><strong>Summary</strong></p><ul style=\"\"><li><p>Intel lost PlayStation 6 chip contract to AMD in 2022, sources say</p></li><li><p>Dispute over profit margins blocked Intel-Sony deal, sources say</p></li><li><p>PlayStation deal could have generated $30 billion in revenue, sources say</p></li></ul><p>(Reuters) - <a href=\"https://laohu8.com/S/INTC\">Intel</a> lost out on a contract to design and fabricate Sony’s PlayStation 6 chip in 2022, which dealt a significant blow to its effort to build its fledgling contract manufacturing business, according to three sources with knowledge of the events.</p><p>The effort by Intel to win out over <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> in a competitive bidding process to supply the design for the forthcoming PlayStation 6 chip and <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co</a> as the contract manufacturer would have amounted to billions of dollars of revenue and fabricating thousands of silicon wafers a month, two sources said.</p><p>Intel and AMD were the final two contenders in the bidding process for the contract.</p><p>Winning the Sony PlayStation 6 chip design business would have been a victory for Intel's design segment and would have doubled as a win for the company's contract manufacturing effort, or foundry business, which was the centerpiece of Intel CEO Pat Gelsinger’s turnaround plan.</p><p>Gelsinger announced plans for Intel to create a foundry unit in 2021 and formally launched it at an event in San Jose, California, in February of this year. The PlayStation chip deal originated in Intel's design segment, but would have been a boon to the financial performance of the foundry business after this year's separation.</p><p>Details of the discussions and how Intel missed out on the contract for Sony’s as-yet-unannounced next-generation game console are reported here for the first time.</p><p>Typically, Sony consoles sell more than 100 million units across a half decade. For a chip designer, the console business delivers a lower profit than the gross margins of more than 50% for products like artificial intelligence chips, but nonetheless represents steady business that can profit from technology a company has already developed. Sony’s business also could have helped boost Intel's contract manufacturing business, which now struggles to find big new clients.</p><p>A dispute over how much profit Intel stood to take from each chip sold to the Japanese electronics giant blocked Intel from settling on the price with Sony, according to two of the sources. Instead, rival AMD landed the contract through a competitive bidding process that eliminated others such as <a href=\"https://laohu8.com/S/AVGO\">Broadcom </a>, until only Intel and AMD remained.</p><p>Discussions between Sony and Intel took months in 2022, and included meetings between the two companies’ CEOs, dozens of engineers and executives.</p><p>In response to Reuters reporting about the PlayStation 6 talks and Intel's failure to win the business, an Intel spokesperson said: "We strongly disagree with this characterization but are not going to comment about any current or potential customer conversations. We have a very healthy customer pipeline across both our product and foundry business, and we are squarely focused on innovating to meet their needs."</p><p>Sony and Broadcom did not respond to requests for comment. AMD declined to comment.</p><p><strong>BACKWARDS COMPATIBILITY</strong></p><p>The current generation of Sony’s PlayStation consoles are powered by custom chips with a design contract fulfilled by AMD.</p><p>Sony announced the PlayStation 5 Pro last week, but has not yet unveiled the next generation. Years after its 2020 launch, Sony said it sold 20.8 million of the first-generation PlayStation 5 systems in fiscal 2023.</p><p>Similar to how big tech companies like Google and Amazon rely on outside vendors to help design and manufacture custom AI chips, Sony relies on experienced design contractors to make the processors for systems.</p><p>Console chip designs typically try to ensure compatibility with earlier versions of the system, to allow users to run older games on the new hardware. Moving from AMD, which made the PlayStation 5 chip, to Intel would have risked backwards compatibility, which was a subject of discussion between Intel and Sony engineers and executives, the sources said.</p><p>Ensuring backward compatibility with prior versions of the PlayStation would have been costly and taken engineering resources. Allowing PlayStation users to play games they have purchased for older systems is a feature Sony often includes in a next-generation system.</p><p>Having missed the first wave of the AI boom dominated by Nvidia and AMD, Intel reported a disastrous second quarter in August. Intel announced plans to cut 15% of its workforce to save $10 billion and has prepared a plan to reduce its capital spending on factory expansion that was a cornerstone to its foundry strategy.</p><p><strong>SEEKING A MARQUEE CUSTOMER</strong></p><p>The sudden departure of Lip-Bu Tan, a high-profile board member, over differences in Intel's future, added to the company’s challenges as Gelsinger and other Intel executives presented plans to the board at a meeting last week, multiple sources said. Reuters reported early this month on the planned board meeting, citing a source familiar with the board discussions.</p><p>The potential plans include ideas on how to shave off businesses Intel can no longer afford to operate, Reuters reported. Executives are also expected to debate the future of Intel's programmable chip unit Altera, including a potential sale, and its manufacturing expansion in Germany.</p><p>Intel split its design and manufacturing operations under Gelsinger’s tenure, and has reported financial results separately since the first calendar quarter this year. In April, the company disclosed $7 billion in operating losses for the manufacturing businesses.</p><p>Intel has struggled to find a marquee customer it can publicly talk about for the first manufacturing process, known as 18A, open to other companies. If Intel had won the PlayStation 6 chip, it could have occupied its foundry unit for more than five years, two of the sources said.</p><p>Sony’s console business could have pumped roughly $30 billion into Intel over the course of the contract, according to Intel’s internal projections, two of the sources said. The PlayStation 2 sold roughly 150 million units since its launch in 2000.</p><p>A long-term Sony contract would have helped bring in big new clients for Intel's contract manufacturing effort, two sources said, as Intel continues to struggle with attracting customers to its advanced 18A process.</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>Intel Said to Lose PlayStation 6 Chip Contracts to AMD, TSM in 2022: Report</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 Said to Lose PlayStation 6 Chip Contracts to AMD, TSM in 2022: Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-09-16 19:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Summary</strong></p><ul style=\"\"><li><p>Intel lost PlayStation 6 chip contract to AMD in 2022, sources say</p></li><li><p>Dispute over profit margins blocked Intel-Sony deal, sources say</p></li><li><p>PlayStation deal could have generated $30 billion in revenue, sources say</p></li></ul><p>(Reuters) - <a href=\"https://laohu8.com/S/INTC\">Intel</a> lost out on a contract to design and fabricate Sony’s PlayStation 6 chip in 2022, which dealt a significant blow to its effort to build its fledgling contract manufacturing business, according to three sources with knowledge of the events.</p><p>The effort by Intel to win out over <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> in a competitive bidding process to supply the design for the forthcoming PlayStation 6 chip and <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co</a> as the contract manufacturer would have amounted to billions of dollars of revenue and fabricating thousands of silicon wafers a month, two sources said.</p><p>Intel and AMD were the final two contenders in the bidding process for the contract.</p><p>Winning the Sony PlayStation 6 chip design business would have been a victory for Intel's design segment and would have doubled as a win for the company's contract manufacturing effort, or foundry business, which was the centerpiece of Intel CEO Pat Gelsinger’s turnaround plan.</p><p>Gelsinger announced plans for Intel to create a foundry unit in 2021 and formally launched it at an event in San Jose, California, in February of this year. The PlayStation chip deal originated in Intel's design segment, but would have been a boon to the financial performance of the foundry business after this year's separation.</p><p>Details of the discussions and how Intel missed out on the contract for Sony’s as-yet-unannounced next-generation game console are reported here for the first time.</p><p>Typically, Sony consoles sell more than 100 million units across a half decade. For a chip designer, the console business delivers a lower profit than the gross margins of more than 50% for products like artificial intelligence chips, but nonetheless represents steady business that can profit from technology a company has already developed. Sony’s business also could have helped boost Intel's contract manufacturing business, which now struggles to find big new clients.</p><p>A dispute over how much profit Intel stood to take from each chip sold to the Japanese electronics giant blocked Intel from settling on the price with Sony, according to two of the sources. Instead, rival AMD landed the contract through a competitive bidding process that eliminated others such as <a href=\"https://laohu8.com/S/AVGO\">Broadcom </a>, until only Intel and AMD remained.</p><p>Discussions between Sony and Intel took months in 2022, and included meetings between the two companies’ CEOs, dozens of engineers and executives.</p><p>In response to Reuters reporting about the PlayStation 6 talks and Intel's failure to win the business, an Intel spokesperson said: "We strongly disagree with this characterization but are not going to comment about any current or potential customer conversations. We have a very healthy customer pipeline across both our product and foundry business, and we are squarely focused on innovating to meet their needs."</p><p>Sony and Broadcom did not respond to requests for comment. AMD declined to comment.</p><p><strong>BACKWARDS COMPATIBILITY</strong></p><p>The current generation of Sony’s PlayStation consoles are powered by custom chips with a design contract fulfilled by AMD.</p><p>Sony announced the PlayStation 5 Pro last week, but has not yet unveiled the next generation. Years after its 2020 launch, Sony said it sold 20.8 million of the first-generation PlayStation 5 systems in fiscal 2023.</p><p>Similar to how big tech companies like Google and Amazon rely on outside vendors to help design and manufacture custom AI chips, Sony relies on experienced design contractors to make the processors for systems.</p><p>Console chip designs typically try to ensure compatibility with earlier versions of the system, to allow users to run older games on the new hardware. Moving from AMD, which made the PlayStation 5 chip, to Intel would have risked backwards compatibility, which was a subject of discussion between Intel and Sony engineers and executives, the sources said.</p><p>Ensuring backward compatibility with prior versions of the PlayStation would have been costly and taken engineering resources. Allowing PlayStation users to play games they have purchased for older systems is a feature Sony often includes in a next-generation system.</p><p>Having missed the first wave of the AI boom dominated by Nvidia and AMD, Intel reported a disastrous second quarter in August. Intel announced plans to cut 15% of its workforce to save $10 billion and has prepared a plan to reduce its capital spending on factory expansion that was a cornerstone to its foundry strategy.</p><p><strong>SEEKING A MARQUEE CUSTOMER</strong></p><p>The sudden departure of Lip-Bu Tan, a high-profile board member, over differences in Intel's future, added to the company’s challenges as Gelsinger and other Intel executives presented plans to the board at a meeting last week, multiple sources said. Reuters reported early this month on the planned board meeting, citing a source familiar with the board discussions.</p><p>The potential plans include ideas on how to shave off businesses Intel can no longer afford to operate, Reuters reported. Executives are also expected to debate the future of Intel's programmable chip unit Altera, including a potential sale, and its manufacturing expansion in Germany.</p><p>Intel split its design and manufacturing operations under Gelsinger’s tenure, and has reported financial results separately since the first calendar quarter this year. In April, the company disclosed $7 billion in operating losses for the manufacturing businesses.</p><p>Intel has struggled to find a marquee customer it can publicly talk about for the first manufacturing process, known as 18A, open to other companies. If Intel had won the PlayStation 6 chip, it could have occupied its foundry unit for more than five years, two of the sources said.</p><p>Sony’s console business could have pumped roughly $30 billion into Intel over the course of the contract, according to Intel’s internal projections, two of the sources said. The PlayStation 2 sold roughly 150 million units since its launch in 2000.</p><p>A long-term Sony contract would have helped bring in big new clients for Intel's contract manufacturing effort, two sources said, as Intel continues to struggle with attracting customers to its advanced 18A process.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司","TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191641713","content_text":"SummaryIntel lost PlayStation 6 chip contract to AMD in 2022, sources sayDispute over profit margins blocked Intel-Sony deal, sources sayPlayStation deal could have generated $30 billion in revenue, sources say(Reuters) - Intel lost out on a contract to design and fabricate Sony’s PlayStation 6 chip in 2022, which dealt a significant blow to its effort to build its fledgling contract manufacturing business, according to three sources with knowledge of the events.The effort by Intel to win out over Advanced Micro Devices in a competitive bidding process to supply the design for the forthcoming PlayStation 6 chip and Taiwan Semiconductor Manufacturing Co as the contract manufacturer would have amounted to billions of dollars of revenue and fabricating thousands of silicon wafers a month, two sources said.Intel and AMD were the final two contenders in the bidding process for the contract.Winning the Sony PlayStation 6 chip design business would have been a victory for Intel's design segment and would have doubled as a win for the company's contract manufacturing effort, or foundry business, which was the centerpiece of Intel CEO Pat Gelsinger’s turnaround plan.Gelsinger announced plans for Intel to create a foundry unit in 2021 and formally launched it at an event in San Jose, California, in February of this year. The PlayStation chip deal originated in Intel's design segment, but would have been a boon to the financial performance of the foundry business after this year's separation.Details of the discussions and how Intel missed out on the contract for Sony’s as-yet-unannounced next-generation game console are reported here for the first time.Typically, Sony consoles sell more than 100 million units across a half decade. For a chip designer, the console business delivers a lower profit than the gross margins of more than 50% for products like artificial intelligence chips, but nonetheless represents steady business that can profit from technology a company has already developed. Sony’s business also could have helped boost Intel's contract manufacturing business, which now struggles to find big new clients.A dispute over how much profit Intel stood to take from each chip sold to the Japanese electronics giant blocked Intel from settling on the price with Sony, according to two of the sources. Instead, rival AMD landed the contract through a competitive bidding process that eliminated others such as Broadcom , until only Intel and AMD remained.Discussions between Sony and Intel took months in 2022, and included meetings between the two companies’ CEOs, dozens of engineers and executives.In response to Reuters reporting about the PlayStation 6 talks and Intel's failure to win the business, an Intel spokesperson said: \"We strongly disagree with this characterization but are not going to comment about any current or potential customer conversations. We have a very healthy customer pipeline across both our product and foundry business, and we are squarely focused on innovating to meet their needs.\"Sony and Broadcom did not respond to requests for comment. AMD declined to comment.BACKWARDS COMPATIBILITYThe current generation of Sony’s PlayStation consoles are powered by custom chips with a design contract fulfilled by AMD.Sony announced the PlayStation 5 Pro last week, but has not yet unveiled the next generation. Years after its 2020 launch, Sony said it sold 20.8 million of the first-generation PlayStation 5 systems in fiscal 2023.Similar to how big tech companies like Google and Amazon rely on outside vendors to help design and manufacture custom AI chips, Sony relies on experienced design contractors to make the processors for systems.Console chip designs typically try to ensure compatibility with earlier versions of the system, to allow users to run older games on the new hardware. Moving from AMD, which made the PlayStation 5 chip, to Intel would have risked backwards compatibility, which was a subject of discussion between Intel and Sony engineers and executives, the sources said.Ensuring backward compatibility with prior versions of the PlayStation would have been costly and taken engineering resources. Allowing PlayStation users to play games they have purchased for older systems is a feature Sony often includes in a next-generation system.Having missed the first wave of the AI boom dominated by Nvidia and AMD, Intel reported a disastrous second quarter in August. Intel announced plans to cut 15% of its workforce to save $10 billion and has prepared a plan to reduce its capital spending on factory expansion that was a cornerstone to its foundry strategy.SEEKING A MARQUEE CUSTOMERThe sudden departure of Lip-Bu Tan, a high-profile board member, over differences in Intel's future, added to the company’s challenges as Gelsinger and other Intel executives presented plans to the board at a meeting last week, multiple sources said. Reuters reported early this month on the planned board meeting, citing a source familiar with the board discussions.The potential plans include ideas on how to shave off businesses Intel can no longer afford to operate, Reuters reported. Executives are also expected to debate the future of Intel's programmable chip unit Altera, including a potential sale, and its manufacturing expansion in Germany.Intel split its design and manufacturing operations under Gelsinger’s tenure, and has reported financial results separately since the first calendar quarter this year. In April, the company disclosed $7 billion in operating losses for the manufacturing businesses.Intel has struggled to find a marquee customer it can publicly talk about for the first manufacturing process, known as 18A, open to other companies. If Intel had won the PlayStation 6 chip, it could have occupied its foundry unit for more than five years, two of the sources said.Sony’s console business could have pumped roughly $30 billion into Intel over the course of the contract, according to Intel’s internal projections, two of the sources said. The PlayStation 2 sold roughly 150 million units since its launch in 2000.A long-term Sony contract would have helped bring in big new clients for Intel's contract manufacturing effort, two sources said, as Intel continues to struggle with attracting customers to its advanced 18A process.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349315326607568,"gmtCreate":1726309971386,"gmtModify":1726309975296,"author":{"id":"3572016423421827","authorId":"3572016423421827","authorIdStr":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572016423421827"},"themes":[],"htmlText":"Next week going to Moon!","listText":"Next week going to Moon!","text":"Next week going to Moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349315326607568","repostId":"1108922145","repostType":4,"repost":{"id":"1108922145","pubTimestamp":1726289473,"share":"https://ttm.financial/m/news/1108922145?lang=&edition=fundamental","pubTime":"2024-09-14 12:51","market":"us","language":"en","title":"Intel Solidifies $3.5 Billion Deal to Make Chips for Military","url":"https://stock-news.laohu8.com/highlight/detail?id=1108922145","media":"Bloomberg","summary":"Chipmaker has been struggling to bolster its factory businessFunding will support facilities in Arizona and other US statesIntel Corp. has officially qualified for as much as $3.5 billion in federal g","content":"<html><head></head><body><ul style=\"\"><li><p>Chipmaker has been struggling to bolster its factory business</p></li><li><p>Funding will support facilities in Arizona and other US states</p></li></ul><p>Intel Corp. has officially qualified for as much as $3.5 billion in federal grants to make semiconductors for the Pentagon, according to people familiar with the matter, after the chipmaker reached a binding agreement with US officials.</p><p style=\"text-align: start;\">The secretive program, called Secure Enclave, seeks to establish production for advanced chips with military and intelligence applications. It spans multiple states, including a manufacturing facility in Arizona, Bloomberg has reported.</p><p style=\"text-align: start;\">Though Intel has always been the frontrunner for this award, there’s been pushback from other chipmakers, concern in Washington about the wisdom of relying on one firm, and a funding fight across multiple agencies and Capitol Hill that threated to cut into Intel’s total award.</p><p style=\"text-align: start;\">The funding could be announced as soon as next week, said the people, who asked not to be identified because the discussions are private. It would add to a possible $8.5 billion in grants and $11 billion in loans that Intel was awarded in March under the Chips and Science Act, a law that President Joe Biden signed in 2022 to revitalize US semiconductor manufacturing and reduce reliance on Asia.</p><p>Intel is still negotiating the terms of that broader incentive package, which is intended to support facilities in Arizona, Ohio, New Mexico and Oregon. Like other Chips Act winners, Intel hasn’t received any money yet, and its award is considered preliminary. The funding for Secure Enclave also comes from the Chips Act grant program administered by the Commerce Department — following a dispute earlier this year over which agency would be responsible — but was handled outside of the standard application process.</p><p style=\"text-align: start;\">Intel, the Commerce Department and the Pentagon declined to comment. The White House didn’t immediately respond to a request for comment.</p><p style=\"text-align: start;\">Intel shares gained less than 1% in late trading Friday after Bloomberg reported on the deal. The stock had been down 61% this year to $19.66 through the close.</p><p style=\"text-align: start;\">The agreement on Secure Enclave signals that the US government trusts Intel to execute on the Pentagon’s plans despite the company’s latest troubles. Last month, Intel released a devastating earnings report and revenue forecast that sent shares tumbling and shattered faith in Chief Executive Officer Pat Gelsinger’s ambitious turnaround plan, which hinges on factory investments across the globe.</p><p style=\"text-align: start;\">The chipmaker is now actively reevaluating its manufacturing ambitions, Bloomberg has reported. No final decisions have been made, but Intel is more likely to delay or halt projects outside the US than its flagship sites in Arizona and Ohio, people familiar with the matter said earlier.</p><p>The deal also reflects a lack of other options for the Biden administration: Pentagon officials have insisted on sourcing cutting-edge semiconductors from an American company, and Intel is the only US maker of advanced processors. Other manufacturers include Taiwan Semiconductor Manufacturing Co. and South Korea’s Samsung Electronics Co., both of which are building plants on American soil with Chips Act support.</p><p>Some Washington officials have had early conversations about buying chips from the US facilities of foreign makers, Bloomberg has reported, but those talks are focused on broader procurement guidelines and are separate from the Secure Enclave program.</p><p style=\"text-align: start;\">It’s unclear exactly what models of chips Intel would produce for the Pentagon. The Santa Clara, California-based company, which operates both a design business and a manufacturing one, still relies on TSMC to produce some of its most advanced processors.</p><p style=\"text-align: start;\">Intel has struggled to convince potential customers like Nvidia Corp. and Advanced Micro Devices Inc. of its product capabilities. Commerce Secretary Gina Raimondo encouraged both firms to consider manufacturing at the facility Intel is building in Ohio, Bloomberg has reported, but neither currently plans to do so.</p><p style=\"text-align: start;\">Intel has announced that other companies, including Microsoft Corp., are exploring the idea of using it to produce their chip designs. Those efforts haven’t yet resulted in large orders or significant revenue.</p><p>For chipmakers, the Pentagon can be a difficult customer. A recent report from the National Academies of Sciences, Engineering and Medicine found that companies involved in a so-called trusted foundry program — a longstanding effort that’s similar to Secure Enclave but focuses on older-generation chips — often struggle to meet Defense Department requirements or generate a return on investment from those orders.</p><p style=\"text-align: start;\">The Pentagon was originally supposed to fund the majority of the Secure Enclave program but pulled out of its $2.5 billion commitment in February. Lawmakers then saddled Commerce, which had been responsible for the remaining $1 billion share, with the full burden. At one point, the agency planned to fold its new Secure Enclave obligations into money already set aside for Intel, Bloomberg has reported, but officials ultimately chose to treat the program as entirely separate from commercial manufacturing incentives.</p><p>The drama extended to other companies. In response to the funding dispute, Commerce scrapped a planned program for commercial research and development, forcing officials to reject a funding application from Applied Materials Inc. for a $4 billion Silicon Valley project. Efforts to boost the Chips Act by $3 billion, which would allow Commerce to restore that initiative, have stalled in Congress.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Solidifies $3.5 Billion Deal to Make Chips for Military</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 Solidifies $3.5 Billion Deal to Make Chips for Military\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-14 12:51 GMT+8 <a href=https://www.bloomberg.com/news/articles/2024-09-13/intel-solidifies-3-5-billion-deal-to-make-chips-for-us-military?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chipmaker has been struggling to bolster its factory businessFunding will support facilities in Arizona and other US statesIntel Corp. has officially qualified for as much as $3.5 billion in federal ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-09-13/intel-solidifies-3-5-billion-deal-to-make-chips-for-us-military?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.bloomberg.com/news/articles/2024-09-13/intel-solidifies-3-5-billion-deal-to-make-chips-for-us-military?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108922145","content_text":"Chipmaker has been struggling to bolster its factory businessFunding will support facilities in Arizona and other US statesIntel Corp. has officially qualified for as much as $3.5 billion in federal grants to make semiconductors for the Pentagon, according to people familiar with the matter, after the chipmaker reached a binding agreement with US officials.The secretive program, called Secure Enclave, seeks to establish production for advanced chips with military and intelligence applications. It spans multiple states, including a manufacturing facility in Arizona, Bloomberg has reported.Though Intel has always been the frontrunner for this award, there’s been pushback from other chipmakers, concern in Washington about the wisdom of relying on one firm, and a funding fight across multiple agencies and Capitol Hill that threated to cut into Intel’s total award.The funding could be announced as soon as next week, said the people, who asked not to be identified because the discussions are private. It would add to a possible $8.5 billion in grants and $11 billion in loans that Intel was awarded in March under the Chips and Science Act, a law that President Joe Biden signed in 2022 to revitalize US semiconductor manufacturing and reduce reliance on Asia.Intel is still negotiating the terms of that broader incentive package, which is intended to support facilities in Arizona, Ohio, New Mexico and Oregon. Like other Chips Act winners, Intel hasn’t received any money yet, and its award is considered preliminary. The funding for Secure Enclave also comes from the Chips Act grant program administered by the Commerce Department — following a dispute earlier this year over which agency would be responsible — but was handled outside of the standard application process.Intel, the Commerce Department and the Pentagon declined to comment. The White House didn’t immediately respond to a request for comment.Intel shares gained less than 1% in late trading Friday after Bloomberg reported on the deal. The stock had been down 61% this year to $19.66 through the close.The agreement on Secure Enclave signals that the US government trusts Intel to execute on the Pentagon’s plans despite the company’s latest troubles. Last month, Intel released a devastating earnings report and revenue forecast that sent shares tumbling and shattered faith in Chief Executive Officer Pat Gelsinger’s ambitious turnaround plan, which hinges on factory investments across the globe.The chipmaker is now actively reevaluating its manufacturing ambitions, Bloomberg has reported. No final decisions have been made, but Intel is more likely to delay or halt projects outside the US than its flagship sites in Arizona and Ohio, people familiar with the matter said earlier.The deal also reflects a lack of other options for the Biden administration: Pentagon officials have insisted on sourcing cutting-edge semiconductors from an American company, and Intel is the only US maker of advanced processors. Other manufacturers include Taiwan Semiconductor Manufacturing Co. and South Korea’s Samsung Electronics Co., both of which are building plants on American soil with Chips Act support.Some Washington officials have had early conversations about buying chips from the US facilities of foreign makers, Bloomberg has reported, but those talks are focused on broader procurement guidelines and are separate from the Secure Enclave program.It’s unclear exactly what models of chips Intel would produce for the Pentagon. The Santa Clara, California-based company, which operates both a design business and a manufacturing one, still relies on TSMC to produce some of its most advanced processors.Intel has struggled to convince potential customers like Nvidia Corp. and Advanced Micro Devices Inc. of its product capabilities. Commerce Secretary Gina Raimondo encouraged both firms to consider manufacturing at the facility Intel is building in Ohio, Bloomberg has reported, but neither currently plans to do so.Intel has announced that other companies, including Microsoft Corp., are exploring the idea of using it to produce their chip designs. Those efforts haven’t yet resulted in large orders or significant revenue.For chipmakers, the Pentagon can be a difficult customer. A recent report from the National Academies of Sciences, Engineering and Medicine found that companies involved in a so-called trusted foundry program — a longstanding effort that’s similar to Secure Enclave but focuses on older-generation chips — often struggle to meet Defense Department requirements or generate a return on investment from those orders.The Pentagon was originally supposed to fund the majority of the Secure Enclave program but pulled out of its $2.5 billion commitment in February. Lawmakers then saddled Commerce, which had been responsible for the remaining $1 billion share, with the full burden. At one point, the agency planned to fold its new Secure Enclave obligations into money already set aside for Intel, Bloomberg has reported, but officials ultimately chose to treat the program as entirely separate from commercial manufacturing incentives.The drama extended to other companies. In response to the funding dispute, Commerce scrapped a planned program for commercial research and development, forcing officials to reject a funding application from Applied Materials Inc. for a $4 billion Silicon Valley project. Efforts to boost the Chips Act by $3 billion, which would allow Commerce to restore that initiative, have stalled in Congress.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281895039967480,"gmtCreate":1709850640493,"gmtModify":1709850643732,"author":{"id":"3572016423421827","authorId":"3572016423421827","authorIdStr":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572016423421827"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CLSK\">$CleanSpark, Inc.(CLSK)$</a> ","listText":"<a href=\"https://ttm.financial/S/CLSK\">$CleanSpark, Inc.(CLSK)$</a> ","text":"$CleanSpark, 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Drop more please. ","listText":"Ok. Drop more please. ","text":"Ok. Drop more please.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993288195","repostId":"1111444094","repostType":2,"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933355627,"gmtCreate":1662246100269,"gmtModify":1676537021414,"author":{"id":"3572016423421827","authorId":"3572016423421827","authorIdStr":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572016423421827"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9933355627","repostId":"1158060367","repostType":4,"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994494911,"gmtCreate":1661666396636,"gmtModify":1676536558660,"author":{"id":"3572016423421827","authorId":"3572016423421827","authorIdStr":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572016423421827"},"themes":[],"htmlText":"Okok","listText":"Okok","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994494911","repostId":"1161837457","repostType":4,"repost":{"id":"1161837457","pubTimestamp":1661645647,"share":"https://ttm.financial/m/news/1161837457?lang=&edition=fundamental","pubTime":"2022-08-28 08:14","market":"us","language":"en","title":"Nvidia: Guidance Is A Game-Changer","url":"https://stock-news.laohu8.com/highlight/detail?id=1161837457","media":"Seeking Alpha","summary":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guida","content":"<html><head></head><body><p>Summary</p><ul><li>Massive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.</li><li>Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.</li><li>Nvidia’s FY 2023 revenue estimates are set for a major downward revision.</li></ul><p>Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia's third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker's results last year. Because of the size of the expected revenue drop-off in FQ3'23, Nvidia's shares are likely set to correct further to the downside!</p><p><b>Nvidia's FQ2'23 earnings card was as expected</b></p><p>Nvidia's second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia's FQ2'23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia's gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia's graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.</p><p><img src=\"https://static.tigerbbs.com/9690c900cda9585b16d72361723e11ca\" tg-width=\"909\" tg-height=\"274\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Final FQ2'23 Results</p><p>Nvidia's Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia's computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia's Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia's Gaming segment regarding revenue generation in FQ2.</p><p>While Nvidia's Gaming business saw the biggest slowdown, the firm's 'OEM and Other' business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia's CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).</p><p>Nvidia doesn't break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don't see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.</p><p><img src=\"https://static.tigerbbs.com/021fa94ce8462c4eecb6cdfc173dd154\" tg-width=\"1058\" tg-height=\"578\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Segment Revenue Trends</p><p><b>Nightmarish guidance</b></p><p>The most important piece of new information in Nvidia's release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia's business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia's revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.</p><p>I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.</p><h3>My expectations for Nvidia going forward</h3><p>I expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.</p><p>Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia's revenue potential. I also expect the pricing trend for both NVIDIA's GeForce RTX 30 and AMD's Radeon RX 6000 to remain negative, with larger discounts to the manufacturer's suggested retail price possible. Nvidia's RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia's flagship graphics card to trade at even higher discount to the MSRP going forward.</p><p>Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.</p><p><img src=\"https://static.tigerbbs.com/297c23d10b4798c94de6cfa3ff793b91\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue (Quarterly YoY Growth) data by YCharts</p><p><b>Estimate and valuation risk</b></p><p>Nvidia's revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia's FQ3'23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia's generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia's shares.</p><p>Nvidia's shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.</p><p><img src=\"https://static.tigerbbs.com/92263effbea15a27a9d0154ceff211d1\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue Estimates for Current Fiscal Yeardata by YCharts</p><p><b>Other risks/considerations with Nvidia</b></p><p>I see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia's GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3'23, will reflect a reset of growth expectations which in itself could lead Nvidia's shares into a new down-leg.</p><p><b>Final thoughts</b></p><p>Shares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia's period of hyper-growth is ending.</p><p>Nvidia's outlook for FQ3'23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia's valuation much more severely going forward. As estimates correct to the downside, Nvidia's valuation is set to experience more pressure!</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Guidance Is A Game-Changer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Guidance Is A Game-Changer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-28 08:14 GMT+8 <a href=https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer\">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://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161837457","content_text":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 revenue estimates are set for a major downward revision.Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia's third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker's results last year. Because of the size of the expected revenue drop-off in FQ3'23, Nvidia's shares are likely set to correct further to the downside!Nvidia's FQ2'23 earnings card was as expectedNvidia's second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia's FQ2'23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia's gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia's graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.Nvidia: Final FQ2'23 ResultsNvidia's Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia's computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia's Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia's Gaming segment regarding revenue generation in FQ2.While Nvidia's Gaming business saw the biggest slowdown, the firm's 'OEM and Other' business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia's CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).Nvidia doesn't break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don't see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.Nvidia: Segment Revenue TrendsNightmarish guidanceThe most important piece of new information in Nvidia's release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia's business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia's revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.My expectations for Nvidia going forwardI expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia's revenue potential. I also expect the pricing trend for both NVIDIA's GeForce RTX 30 and AMD's Radeon RX 6000 to remain negative, with larger discounts to the manufacturer's suggested retail price possible. Nvidia's RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia's flagship graphics card to trade at even higher discount to the MSRP going forward.Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.NVDA Revenue (Quarterly YoY Growth) data by YChartsEstimate and valuation riskNvidia's revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia's FQ3'23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia's generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia's shares.Nvidia's shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.NVDA Revenue Estimates for Current Fiscal Yeardata by YChartsOther risks/considerations with NvidiaI see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia's GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3'23, will reflect a reset of growth expectations which in itself could lead Nvidia's shares into a new down-leg.Final thoughtsShares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia's period of hyper-growth is ending.Nvidia's outlook for FQ3'23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia's valuation much more severely going forward. As estimates correct to the downside, Nvidia's valuation is set to experience more pressure!","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349315326607568,"gmtCreate":1726309971386,"gmtModify":1726309975296,"author":{"id":"3572016423421827","authorId":"3572016423421827","authorIdStr":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572016423421827"},"themes":[],"htmlText":"Next week going to Moon!","listText":"Next week going to Moon!","text":"Next week going to Moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349315326607568","repostId":"1108922145","repostType":4,"repost":{"id":"1108922145","pubTimestamp":1726289473,"share":"https://ttm.financial/m/news/1108922145?lang=&edition=fundamental","pubTime":"2024-09-14 12:51","market":"us","language":"en","title":"Intel Solidifies $3.5 Billion Deal to Make Chips for Military","url":"https://stock-news.laohu8.com/highlight/detail?id=1108922145","media":"Bloomberg","summary":"Chipmaker has been struggling to bolster its factory businessFunding will support facilities in Arizona and other US statesIntel Corp. has officially qualified for as much as $3.5 billion in federal g","content":"<html><head></head><body><ul style=\"\"><li><p>Chipmaker has been struggling to bolster its factory business</p></li><li><p>Funding will support facilities in Arizona and other US states</p></li></ul><p>Intel Corp. has officially qualified for as much as $3.5 billion in federal grants to make semiconductors for the Pentagon, according to people familiar with the matter, after the chipmaker reached a binding agreement with US officials.</p><p style=\"text-align: start;\">The secretive program, called Secure Enclave, seeks to establish production for advanced chips with military and intelligence applications. It spans multiple states, including a manufacturing facility in Arizona, Bloomberg has reported.</p><p style=\"text-align: start;\">Though Intel has always been the frontrunner for this award, there’s been pushback from other chipmakers, concern in Washington about the wisdom of relying on one firm, and a funding fight across multiple agencies and Capitol Hill that threated to cut into Intel’s total award.</p><p style=\"text-align: start;\">The funding could be announced as soon as next week, said the people, who asked not to be identified because the discussions are private. It would add to a possible $8.5 billion in grants and $11 billion in loans that Intel was awarded in March under the Chips and Science Act, a law that President Joe Biden signed in 2022 to revitalize US semiconductor manufacturing and reduce reliance on Asia.</p><p>Intel is still negotiating the terms of that broader incentive package, which is intended to support facilities in Arizona, Ohio, New Mexico and Oregon. Like other Chips Act winners, Intel hasn’t received any money yet, and its award is considered preliminary. The funding for Secure Enclave also comes from the Chips Act grant program administered by the Commerce Department — following a dispute earlier this year over which agency would be responsible — but was handled outside of the standard application process.</p><p style=\"text-align: start;\">Intel, the Commerce Department and the Pentagon declined to comment. The White House didn’t immediately respond to a request for comment.</p><p style=\"text-align: start;\">Intel shares gained less than 1% in late trading Friday after Bloomberg reported on the deal. The stock had been down 61% this year to $19.66 through the close.</p><p style=\"text-align: start;\">The agreement on Secure Enclave signals that the US government trusts Intel to execute on the Pentagon’s plans despite the company’s latest troubles. Last month, Intel released a devastating earnings report and revenue forecast that sent shares tumbling and shattered faith in Chief Executive Officer Pat Gelsinger’s ambitious turnaround plan, which hinges on factory investments across the globe.</p><p style=\"text-align: start;\">The chipmaker is now actively reevaluating its manufacturing ambitions, Bloomberg has reported. No final decisions have been made, but Intel is more likely to delay or halt projects outside the US than its flagship sites in Arizona and Ohio, people familiar with the matter said earlier.</p><p>The deal also reflects a lack of other options for the Biden administration: Pentagon officials have insisted on sourcing cutting-edge semiconductors from an American company, and Intel is the only US maker of advanced processors. Other manufacturers include Taiwan Semiconductor Manufacturing Co. and South Korea’s Samsung Electronics Co., both of which are building plants on American soil with Chips Act support.</p><p>Some Washington officials have had early conversations about buying chips from the US facilities of foreign makers, Bloomberg has reported, but those talks are focused on broader procurement guidelines and are separate from the Secure Enclave program.</p><p style=\"text-align: start;\">It’s unclear exactly what models of chips Intel would produce for the Pentagon. The Santa Clara, California-based company, which operates both a design business and a manufacturing one, still relies on TSMC to produce some of its most advanced processors.</p><p style=\"text-align: start;\">Intel has struggled to convince potential customers like Nvidia Corp. and Advanced Micro Devices Inc. of its product capabilities. Commerce Secretary Gina Raimondo encouraged both firms to consider manufacturing at the facility Intel is building in Ohio, Bloomberg has reported, but neither currently plans to do so.</p><p style=\"text-align: start;\">Intel has announced that other companies, including Microsoft Corp., are exploring the idea of using it to produce their chip designs. Those efforts haven’t yet resulted in large orders or significant revenue.</p><p>For chipmakers, the Pentagon can be a difficult customer. A recent report from the National Academies of Sciences, Engineering and Medicine found that companies involved in a so-called trusted foundry program — a longstanding effort that’s similar to Secure Enclave but focuses on older-generation chips — often struggle to meet Defense Department requirements or generate a return on investment from those orders.</p><p style=\"text-align: start;\">The Pentagon was originally supposed to fund the majority of the Secure Enclave program but pulled out of its $2.5 billion commitment in February. Lawmakers then saddled Commerce, which had been responsible for the remaining $1 billion share, with the full burden. At one point, the agency planned to fold its new Secure Enclave obligations into money already set aside for Intel, Bloomberg has reported, but officials ultimately chose to treat the program as entirely separate from commercial manufacturing incentives.</p><p>The drama extended to other companies. In response to the funding dispute, Commerce scrapped a planned program for commercial research and development, forcing officials to reject a funding application from Applied Materials Inc. for a $4 billion Silicon Valley project. Efforts to boost the Chips Act by $3 billion, which would allow Commerce to restore that initiative, have stalled in Congress.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Solidifies $3.5 Billion Deal to Make Chips for Military</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 Solidifies $3.5 Billion Deal to Make Chips for Military\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-14 12:51 GMT+8 <a href=https://www.bloomberg.com/news/articles/2024-09-13/intel-solidifies-3-5-billion-deal-to-make-chips-for-us-military?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chipmaker has been struggling to bolster its factory businessFunding will support facilities in Arizona and other US statesIntel Corp. has officially qualified for as much as $3.5 billion in federal ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-09-13/intel-solidifies-3-5-billion-deal-to-make-chips-for-us-military?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.bloomberg.com/news/articles/2024-09-13/intel-solidifies-3-5-billion-deal-to-make-chips-for-us-military?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108922145","content_text":"Chipmaker has been struggling to bolster its factory businessFunding will support facilities in Arizona and other US statesIntel Corp. has officially qualified for as much as $3.5 billion in federal grants to make semiconductors for the Pentagon, according to people familiar with the matter, after the chipmaker reached a binding agreement with US officials.The secretive program, called Secure Enclave, seeks to establish production for advanced chips with military and intelligence applications. It spans multiple states, including a manufacturing facility in Arizona, Bloomberg has reported.Though Intel has always been the frontrunner for this award, there’s been pushback from other chipmakers, concern in Washington about the wisdom of relying on one firm, and a funding fight across multiple agencies and Capitol Hill that threated to cut into Intel’s total award.The funding could be announced as soon as next week, said the people, who asked not to be identified because the discussions are private. It would add to a possible $8.5 billion in grants and $11 billion in loans that Intel was awarded in March under the Chips and Science Act, a law that President Joe Biden signed in 2022 to revitalize US semiconductor manufacturing and reduce reliance on Asia.Intel is still negotiating the terms of that broader incentive package, which is intended to support facilities in Arizona, Ohio, New Mexico and Oregon. Like other Chips Act winners, Intel hasn’t received any money yet, and its award is considered preliminary. The funding for Secure Enclave also comes from the Chips Act grant program administered by the Commerce Department — following a dispute earlier this year over which agency would be responsible — but was handled outside of the standard application process.Intel, the Commerce Department and the Pentagon declined to comment. The White House didn’t immediately respond to a request for comment.Intel shares gained less than 1% in late trading Friday after Bloomberg reported on the deal. The stock had been down 61% this year to $19.66 through the close.The agreement on Secure Enclave signals that the US government trusts Intel to execute on the Pentagon’s plans despite the company’s latest troubles. Last month, Intel released a devastating earnings report and revenue forecast that sent shares tumbling and shattered faith in Chief Executive Officer Pat Gelsinger’s ambitious turnaround plan, which hinges on factory investments across the globe.The chipmaker is now actively reevaluating its manufacturing ambitions, Bloomberg has reported. No final decisions have been made, but Intel is more likely to delay or halt projects outside the US than its flagship sites in Arizona and Ohio, people familiar with the matter said earlier.The deal also reflects a lack of other options for the Biden administration: Pentagon officials have insisted on sourcing cutting-edge semiconductors from an American company, and Intel is the only US maker of advanced processors. Other manufacturers include Taiwan Semiconductor Manufacturing Co. and South Korea’s Samsung Electronics Co., both of which are building plants on American soil with Chips Act support.Some Washington officials have had early conversations about buying chips from the US facilities of foreign makers, Bloomberg has reported, but those talks are focused on broader procurement guidelines and are separate from the Secure Enclave program.It’s unclear exactly what models of chips Intel would produce for the Pentagon. The Santa Clara, California-based company, which operates both a design business and a manufacturing one, still relies on TSMC to produce some of its most advanced processors.Intel has struggled to convince potential customers like Nvidia Corp. and Advanced Micro Devices Inc. of its product capabilities. Commerce Secretary Gina Raimondo encouraged both firms to consider manufacturing at the facility Intel is building in Ohio, Bloomberg has reported, but neither currently plans to do so.Intel has announced that other companies, including Microsoft Corp., are exploring the idea of using it to produce their chip designs. Those efforts haven’t yet resulted in large orders or significant revenue.For chipmakers, the Pentagon can be a difficult customer. A recent report from the National Academies of Sciences, Engineering and Medicine found that companies involved in a so-called trusted foundry program — a longstanding effort that’s similar to Secure Enclave but focuses on older-generation chips — often struggle to meet Defense Department requirements or generate a return on investment from those orders.The Pentagon was originally supposed to fund the majority of the Secure Enclave program but pulled out of its $2.5 billion commitment in February. Lawmakers then saddled Commerce, which had been responsible for the remaining $1 billion share, with the full burden. At one point, the agency planned to fold its new Secure Enclave obligations into money already set aside for Intel, Bloomberg has reported, but officials ultimately chose to treat the program as entirely separate from commercial manufacturing incentives.The drama extended to other companies. In response to the funding dispute, Commerce scrapped a planned program for commercial research and development, forcing officials to reject a funding application from Applied Materials Inc. for a $4 billion Silicon Valley project. Efforts to boost the Chips Act by $3 billion, which would allow Commerce to restore that initiative, have stalled in Congress.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993272293,"gmtCreate":1660697846314,"gmtModify":1676536381539,"author":{"id":"3572016423421827","authorId":"3572016423421827","authorIdStr":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572016423421827"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Waiting for the stock split then sell","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Waiting for the stock split then sell","text":"$Tesla Motors(TSLA)$Waiting for the stock split then sell","images":[{"img":"https://community-static.tradeup.com/news/46a7efbf7bfe1f595ebbf066a448ac04","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993272293","isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9999942265,"gmtCreate":1660455417958,"gmtModify":1676533474590,"author":{"id":"3572016423421827","authorId":"3572016423421827","authorIdStr":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572016423421827"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999942265","repostId":"2259170325","repostType":4,"repost":{"id":"2259170325","pubTimestamp":1660447076,"share":"https://ttm.financial/m/news/2259170325?lang=&edition=fundamental","pubTime":"2022-08-14 11:17","market":"us","language":"en","title":"Missed Out on the FAANG Stocks? Buy the CASH Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2259170325","media":"Motley Fool","summary":"It might be time for investors to turn their attention to the next generation of game-changing companies.","content":"<html><head></head><body><p>Investors who actively follow the stock market might be familiar with the FAANG acronym. It conveniently groups together some of the largest modern technology companies in the world, namely:</p><ul><li>Facebook, which now trades under <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b></li><li><b>Amazon</b></li><li><b>Apple</b></li><li><b>Netflix</b></li><li>Google, which trades under <b>Alphabet</b></li></ul><p>The five stocks are known for their soaring long-term returns, with Amazon, Apple, and Alphabet each worth over $1 trillion today. While they're still some of the greatest companies investors can buy, there might be a new generation of FAANG stocks emerging.</p><p>A panel of three Motley Fool contributors has just coined the CASH acronym, covering <b>Cloudflare</b> (NET 3.58%), <b>Advanced Micro Devices</b> (AMD 2.76%), and <b>Shopify</b> (SHOP 0.84%). Here's what makes them worth buying.</p><h2>A disruptive cloud computing company</h2><p><b>Trevor Jennewine (Cloudflare):</b> The cloud computing industry is dominated by tech titans like Amazon Web Services (AWS), but Cloudflare has distinguished itself in several ways, and the company is growing at a tremendous pace.</p><p>Cloudflare operates a global edge cloud. Its infrastructure spans 275 cities, interconnecting with thousands of other networks, including every major internet service provider. That makes Cloudflare very fast. Its infrastructure sits within 50 milliseconds of 95% of the globe's internet-connected population, and internal studies suggest that Cloudflare is the fastest network in the vast majority of countries around the world.</p><p>Using that advantage, Cloudflare offers a range of application, network, and security services that accelerate and protect business-critical infrastructure, while eliminating the cost and complexity of managing network hardware on site. Cloudflare also provides developer tools that empower customers to create websites, design software, and write code directly on its network. <b>Forrester Research</b> recently recognized Cloudflare as the leader in edge development.</p><p>Additionally, Cloudflare is designed to support hybrid cloud and multicloud strategies. Think of its network as a single pane of glass that provides each customer with visibility, performance, and security across its entire IT ecosystem, from private data centers to public clouds. That differentiates Cloudflare from public cloud vendors, because those vendors tend to favor their own technologies.</p><p>Cloudflare grew its customer base 20% to 151,000 over the past year, and the average customer spent 26% more, underscoring an effective land-and-expand strategy. In turn, revenue skyrocketed 53% to $813 million, and the company generated $36 million in cash from operations. That meager cash flow may worry some investors, but Cloudflare puts its market opportunity at $135 billion by 2024 and management plans to run the business near breakeven for the foreseeable future to capitalize on that.</p><p>Given its competitive strengths and sizable market opportunity, the future looks bright for Cloudflare. That's why this growth stock is a buy.</p><h2>The leader in high-performance computing</h2><p><b>Anthony Di Pizio (Advanced Micro Devices): </b>It's hard to find a product or service today that hasn't been digitized in some way, and it's made possible thanks to advanced computer chips delivering smaller, cheaper, and more portable processing power. Advanced Micro Devices is a world-leading producer of such chips (commercially known as semiconductors), and it's the driving force behind some of the most popular consumer electronics.</p><p>The company's chips power both <b>Sony</b>'s PlayStation 5 and <b>Microsoft</b>'s Xbox, in addition to the infotainment systems in <b>Tesla</b>'s line of electric vehicles. That should be enough to highlight AMD's importance to everyday life, but of course, the company does so much more.</p><p>AMD has a booming data center segment, which grew 83% year over year in the second quarter of 2022, delivering $1.5 billion in revenue. The company has some of the largest providers of cloud services as data center customers including Microsoft (Azure), and two of the FAANG names -- Amazon (Amazon Web Services) and Alphabet (Google Cloud).</p><p>But it's AMD's recent $49 billion acquisition of Xilinx that could be the real growth fuel in the long run. Xilinx is the adaptive computing industry leader, a technology that involves semiconductors that adjust to the users' requirements in real time, reducing the need to constantly swap out hardware. AMD believes this is the next frontier, and the newly combined companies will likely make for the undisputed leader in high-performance computing over the next 10 years and beyond.</p><p>AMD's market valuation stands at just $158 billion right now, which is measly by FAANG standards, but there's no question the company is as impactful to the technology sector as any one of the names in that acronym. Right now, AMD stock trades at a cheaper price-to-earnings multiple (25.5) than the <b>Nasdaq-100</b> tech index (26.8), so it might be a great time to start building a position.</p><h2>This top dog is down, but not out</h2><p><b>Jamie Louko (Shopify):</b> Shopify has had its ups and downs recently, and the stock has certainly gotten punished for it. Shares of this e-commerce platform are down 78% from their all-time highs. Part of the reason for this is that the company is seeing e-commerce as a percentage of U.S. retail sales trend downward, and while e-commerce adoption is still higher than it was in 2019, it is falling back in line with pre-pandemic growth projections.</p><p>However, e-commerce is expected to become increasingly popular, and Shopify will likely benefit. The company enables small businesses to start, run, and grow their operations to help compete with bigger e-commerce sites. This endeavor has been quite successful: Shopify now has millions of merchants around the world, enabling almost $47 billion in merchandise volume sales in the second quarter of 2022.</p><p>Shopify merchants represented over 10% of U.S. retail e-commerce sales in 2021, but the company could take more share. Shopify is known for innovation and continuously offering new features and products to help its merchants thrive. This could transform Shopify into a gold-standard platform and help it take market share.</p><p>One of Shopify's latest innovations is the Shopify Fulfillment Network (SFN), which allows merchants to offload shipping and fulfillment duties to Shopify. This will be expensive to build, but it could add value. One of the advantages bigger e-commerce players have over small businesses is fast delivery times, so the fact that Shopify can achieve two-day delivery for the majority of orders could be a huge incentive to use Shopify's platform.</p><p>Shopify is a leader in the small business space and is attacking a large market. Its high switching costs also make its platform sticky. The company trades at 9.3 times sales -- a historically low valuation since it came public in 2015. While that's higher than other e-commerce stocks like <b>Etsy</b> and <b><a href=\"https://laohu8.com/S/BIGC\">BigCommerce Holdings</a></b> Shopify's competitive advantages might be worth a premium.</p><p>Given this historically reasonable price, investors might want to invest in this top dog and hold for the long haul.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Missed Out on the FAANG Stocks? Buy the CASH Stocks Instead</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\">\nMissed Out on the FAANG Stocks? Buy the CASH Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-14 11:17 GMT+8 <a href=https://www.fool.com/investing/2022/08/13/missed-out-faang-stocks-buy-cash-stocks-instead/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors who actively follow the stock market might be familiar with the FAANG acronym. It conveniently groups together some of the largest modern technology companies in the world, namely:Facebook, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/13/missed-out-faang-stocks-buy-cash-stocks-instead/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","SHOP":"Shopify Inc","NET":"Cloudflare, Inc."},"source_url":"https://www.fool.com/investing/2022/08/13/missed-out-faang-stocks-buy-cash-stocks-instead/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259170325","content_text":"Investors who actively follow the stock market might be familiar with the FAANG acronym. It conveniently groups together some of the largest modern technology companies in the world, namely:Facebook, which now trades under Meta PlatformsAmazonAppleNetflixGoogle, which trades under AlphabetThe five stocks are known for their soaring long-term returns, with Amazon, Apple, and Alphabet each worth over $1 trillion today. While they're still some of the greatest companies investors can buy, there might be a new generation of FAANG stocks emerging.A panel of three Motley Fool contributors has just coined the CASH acronym, covering Cloudflare (NET 3.58%), Advanced Micro Devices (AMD 2.76%), and Shopify (SHOP 0.84%). Here's what makes them worth buying.A disruptive cloud computing companyTrevor Jennewine (Cloudflare): The cloud computing industry is dominated by tech titans like Amazon Web Services (AWS), but Cloudflare has distinguished itself in several ways, and the company is growing at a tremendous pace.Cloudflare operates a global edge cloud. Its infrastructure spans 275 cities, interconnecting with thousands of other networks, including every major internet service provider. That makes Cloudflare very fast. Its infrastructure sits within 50 milliseconds of 95% of the globe's internet-connected population, and internal studies suggest that Cloudflare is the fastest network in the vast majority of countries around the world.Using that advantage, Cloudflare offers a range of application, network, and security services that accelerate and protect business-critical infrastructure, while eliminating the cost and complexity of managing network hardware on site. Cloudflare also provides developer tools that empower customers to create websites, design software, and write code directly on its network. Forrester Research recently recognized Cloudflare as the leader in edge development.Additionally, Cloudflare is designed to support hybrid cloud and multicloud strategies. Think of its network as a single pane of glass that provides each customer with visibility, performance, and security across its entire IT ecosystem, from private data centers to public clouds. That differentiates Cloudflare from public cloud vendors, because those vendors tend to favor their own technologies.Cloudflare grew its customer base 20% to 151,000 over the past year, and the average customer spent 26% more, underscoring an effective land-and-expand strategy. In turn, revenue skyrocketed 53% to $813 million, and the company generated $36 million in cash from operations. That meager cash flow may worry some investors, but Cloudflare puts its market opportunity at $135 billion by 2024 and management plans to run the business near breakeven for the foreseeable future to capitalize on that.Given its competitive strengths and sizable market opportunity, the future looks bright for Cloudflare. That's why this growth stock is a buy.The leader in high-performance computingAnthony Di Pizio (Advanced Micro Devices): It's hard to find a product or service today that hasn't been digitized in some way, and it's made possible thanks to advanced computer chips delivering smaller, cheaper, and more portable processing power. Advanced Micro Devices is a world-leading producer of such chips (commercially known as semiconductors), and it's the driving force behind some of the most popular consumer electronics.The company's chips power both Sony's PlayStation 5 and Microsoft's Xbox, in addition to the infotainment systems in Tesla's line of electric vehicles. That should be enough to highlight AMD's importance to everyday life, but of course, the company does so much more.AMD has a booming data center segment, which grew 83% year over year in the second quarter of 2022, delivering $1.5 billion in revenue. The company has some of the largest providers of cloud services as data center customers including Microsoft (Azure), and two of the FAANG names -- Amazon (Amazon Web Services) and Alphabet (Google Cloud).But it's AMD's recent $49 billion acquisition of Xilinx that could be the real growth fuel in the long run. Xilinx is the adaptive computing industry leader, a technology that involves semiconductors that adjust to the users' requirements in real time, reducing the need to constantly swap out hardware. AMD believes this is the next frontier, and the newly combined companies will likely make for the undisputed leader in high-performance computing over the next 10 years and beyond.AMD's market valuation stands at just $158 billion right now, which is measly by FAANG standards, but there's no question the company is as impactful to the technology sector as any one of the names in that acronym. Right now, AMD stock trades at a cheaper price-to-earnings multiple (25.5) than the Nasdaq-100 tech index (26.8), so it might be a great time to start building a position.This top dog is down, but not outJamie Louko (Shopify): Shopify has had its ups and downs recently, and the stock has certainly gotten punished for it. Shares of this e-commerce platform are down 78% from their all-time highs. Part of the reason for this is that the company is seeing e-commerce as a percentage of U.S. retail sales trend downward, and while e-commerce adoption is still higher than it was in 2019, it is falling back in line with pre-pandemic growth projections.However, e-commerce is expected to become increasingly popular, and Shopify will likely benefit. The company enables small businesses to start, run, and grow their operations to help compete with bigger e-commerce sites. This endeavor has been quite successful: Shopify now has millions of merchants around the world, enabling almost $47 billion in merchandise volume sales in the second quarter of 2022.Shopify merchants represented over 10% of U.S. retail e-commerce sales in 2021, but the company could take more share. Shopify is known for innovation and continuously offering new features and products to help its merchants thrive. This could transform Shopify into a gold-standard platform and help it take market share.One of Shopify's latest innovations is the Shopify Fulfillment Network (SFN), which allows merchants to offload shipping and fulfillment duties to Shopify. This will be expensive to build, but it could add value. One of the advantages bigger e-commerce players have over small businesses is fast delivery times, so the fact that Shopify can achieve two-day delivery for the majority of orders could be a huge incentive to use Shopify's platform.Shopify is a leader in the small business space and is attacking a large market. Its high switching costs also make its platform sticky. The company trades at 9.3 times sales -- a historically low valuation since it came public in 2015. While that's higher than other e-commerce stocks like Etsy and BigCommerce Holdings Shopify's competitive advantages might be worth a premium.Given this historically reasonable price, investors might want to invest in this top dog and hold for the long haul.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350071257251992,"gmtCreate":1726494524573,"gmtModify":1726494528171,"author":{"id":"3572016423421827","authorId":"3572016423421827","authorIdStr":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572016423421827"},"themes":[],"htmlText":"Why 2022 news?","listText":"Why 2022 news?","text":"Why 2022 news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350071257251992","repostId":"1191641713","repostType":2,"repost":{"id":"1191641713","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1726487456,"share":"https://ttm.financial/m/news/1191641713?lang=&edition=fundamental","pubTime":"2024-09-16 19:50","market":"us","language":"en","title":"Intel Said to Lose PlayStation 6 Chip Contracts to AMD, TSM in 2022: Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1191641713","media":"Reuters","summary":"SummaryIntel lost PlayStation 6 chip contract to AMD in 2022, sources sayDispute over profit margins blocked Intel-Sony deal, sources sayPlayStation deal could have generated $30 billion in revenue, s","content":"<html><head></head><body><p><strong>Summary</strong></p><ul style=\"\"><li><p>Intel lost PlayStation 6 chip contract to AMD in 2022, sources say</p></li><li><p>Dispute over profit margins blocked Intel-Sony deal, sources say</p></li><li><p>PlayStation deal could have generated $30 billion in revenue, sources say</p></li></ul><p>(Reuters) - <a href=\"https://laohu8.com/S/INTC\">Intel</a> lost out on a contract to design and fabricate Sony’s PlayStation 6 chip in 2022, which dealt a significant blow to its effort to build its fledgling contract manufacturing business, according to three sources with knowledge of the events.</p><p>The effort by Intel to win out over <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> in a competitive bidding process to supply the design for the forthcoming PlayStation 6 chip and <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co</a> as the contract manufacturer would have amounted to billions of dollars of revenue and fabricating thousands of silicon wafers a month, two sources said.</p><p>Intel and AMD were the final two contenders in the bidding process for the contract.</p><p>Winning the Sony PlayStation 6 chip design business would have been a victory for Intel's design segment and would have doubled as a win for the company's contract manufacturing effort, or foundry business, which was the centerpiece of Intel CEO Pat Gelsinger’s turnaround plan.</p><p>Gelsinger announced plans for Intel to create a foundry unit in 2021 and formally launched it at an event in San Jose, California, in February of this year. The PlayStation chip deal originated in Intel's design segment, but would have been a boon to the financial performance of the foundry business after this year's separation.</p><p>Details of the discussions and how Intel missed out on the contract for Sony’s as-yet-unannounced next-generation game console are reported here for the first time.</p><p>Typically, Sony consoles sell more than 100 million units across a half decade. For a chip designer, the console business delivers a lower profit than the gross margins of more than 50% for products like artificial intelligence chips, but nonetheless represents steady business that can profit from technology a company has already developed. Sony’s business also could have helped boost Intel's contract manufacturing business, which now struggles to find big new clients.</p><p>A dispute over how much profit Intel stood to take from each chip sold to the Japanese electronics giant blocked Intel from settling on the price with Sony, according to two of the sources. Instead, rival AMD landed the contract through a competitive bidding process that eliminated others such as <a href=\"https://laohu8.com/S/AVGO\">Broadcom </a>, until only Intel and AMD remained.</p><p>Discussions between Sony and Intel took months in 2022, and included meetings between the two companies’ CEOs, dozens of engineers and executives.</p><p>In response to Reuters reporting about the PlayStation 6 talks and Intel's failure to win the business, an Intel spokesperson said: "We strongly disagree with this characterization but are not going to comment about any current or potential customer conversations. We have a very healthy customer pipeline across both our product and foundry business, and we are squarely focused on innovating to meet their needs."</p><p>Sony and Broadcom did not respond to requests for comment. AMD declined to comment.</p><p><strong>BACKWARDS COMPATIBILITY</strong></p><p>The current generation of Sony’s PlayStation consoles are powered by custom chips with a design contract fulfilled by AMD.</p><p>Sony announced the PlayStation 5 Pro last week, but has not yet unveiled the next generation. Years after its 2020 launch, Sony said it sold 20.8 million of the first-generation PlayStation 5 systems in fiscal 2023.</p><p>Similar to how big tech companies like Google and Amazon rely on outside vendors to help design and manufacture custom AI chips, Sony relies on experienced design contractors to make the processors for systems.</p><p>Console chip designs typically try to ensure compatibility with earlier versions of the system, to allow users to run older games on the new hardware. Moving from AMD, which made the PlayStation 5 chip, to Intel would have risked backwards compatibility, which was a subject of discussion between Intel and Sony engineers and executives, the sources said.</p><p>Ensuring backward compatibility with prior versions of the PlayStation would have been costly and taken engineering resources. Allowing PlayStation users to play games they have purchased for older systems is a feature Sony often includes in a next-generation system.</p><p>Having missed the first wave of the AI boom dominated by Nvidia and AMD, Intel reported a disastrous second quarter in August. Intel announced plans to cut 15% of its workforce to save $10 billion and has prepared a plan to reduce its capital spending on factory expansion that was a cornerstone to its foundry strategy.</p><p><strong>SEEKING A MARQUEE CUSTOMER</strong></p><p>The sudden departure of Lip-Bu Tan, a high-profile board member, over differences in Intel's future, added to the company’s challenges as Gelsinger and other Intel executives presented plans to the board at a meeting last week, multiple sources said. Reuters reported early this month on the planned board meeting, citing a source familiar with the board discussions.</p><p>The potential plans include ideas on how to shave off businesses Intel can no longer afford to operate, Reuters reported. Executives are also expected to debate the future of Intel's programmable chip unit Altera, including a potential sale, and its manufacturing expansion in Germany.</p><p>Intel split its design and manufacturing operations under Gelsinger’s tenure, and has reported financial results separately since the first calendar quarter this year. In April, the company disclosed $7 billion in operating losses for the manufacturing businesses.</p><p>Intel has struggled to find a marquee customer it can publicly talk about for the first manufacturing process, known as 18A, open to other companies. If Intel had won the PlayStation 6 chip, it could have occupied its foundry unit for more than five years, two of the sources said.</p><p>Sony’s console business could have pumped roughly $30 billion into Intel over the course of the contract, according to Intel’s internal projections, two of the sources said. The PlayStation 2 sold roughly 150 million units since its launch in 2000.</p><p>A long-term Sony contract would have helped bring in big new clients for Intel's contract manufacturing effort, two sources said, as Intel continues to struggle with attracting customers to its advanced 18A process.</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>Intel Said to Lose PlayStation 6 Chip Contracts to AMD, TSM in 2022: Report</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 Said to Lose PlayStation 6 Chip Contracts to AMD, TSM in 2022: Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-09-16 19:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Summary</strong></p><ul style=\"\"><li><p>Intel lost PlayStation 6 chip contract to AMD in 2022, sources say</p></li><li><p>Dispute over profit margins blocked Intel-Sony deal, sources say</p></li><li><p>PlayStation deal could have generated $30 billion in revenue, sources say</p></li></ul><p>(Reuters) - <a href=\"https://laohu8.com/S/INTC\">Intel</a> lost out on a contract to design and fabricate Sony’s PlayStation 6 chip in 2022, which dealt a significant blow to its effort to build its fledgling contract manufacturing business, according to three sources with knowledge of the events.</p><p>The effort by Intel to win out over <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> in a competitive bidding process to supply the design for the forthcoming PlayStation 6 chip and <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co</a> as the contract manufacturer would have amounted to billions of dollars of revenue and fabricating thousands of silicon wafers a month, two sources said.</p><p>Intel and AMD were the final two contenders in the bidding process for the contract.</p><p>Winning the Sony PlayStation 6 chip design business would have been a victory for Intel's design segment and would have doubled as a win for the company's contract manufacturing effort, or foundry business, which was the centerpiece of Intel CEO Pat Gelsinger’s turnaround plan.</p><p>Gelsinger announced plans for Intel to create a foundry unit in 2021 and formally launched it at an event in San Jose, California, in February of this year. The PlayStation chip deal originated in Intel's design segment, but would have been a boon to the financial performance of the foundry business after this year's separation.</p><p>Details of the discussions and how Intel missed out on the contract for Sony’s as-yet-unannounced next-generation game console are reported here for the first time.</p><p>Typically, Sony consoles sell more than 100 million units across a half decade. For a chip designer, the console business delivers a lower profit than the gross margins of more than 50% for products like artificial intelligence chips, but nonetheless represents steady business that can profit from technology a company has already developed. Sony’s business also could have helped boost Intel's contract manufacturing business, which now struggles to find big new clients.</p><p>A dispute over how much profit Intel stood to take from each chip sold to the Japanese electronics giant blocked Intel from settling on the price with Sony, according to two of the sources. Instead, rival AMD landed the contract through a competitive bidding process that eliminated others such as <a href=\"https://laohu8.com/S/AVGO\">Broadcom </a>, until only Intel and AMD remained.</p><p>Discussions between Sony and Intel took months in 2022, and included meetings between the two companies’ CEOs, dozens of engineers and executives.</p><p>In response to Reuters reporting about the PlayStation 6 talks and Intel's failure to win the business, an Intel spokesperson said: "We strongly disagree with this characterization but are not going to comment about any current or potential customer conversations. We have a very healthy customer pipeline across both our product and foundry business, and we are squarely focused on innovating to meet their needs."</p><p>Sony and Broadcom did not respond to requests for comment. AMD declined to comment.</p><p><strong>BACKWARDS COMPATIBILITY</strong></p><p>The current generation of Sony’s PlayStation consoles are powered by custom chips with a design contract fulfilled by AMD.</p><p>Sony announced the PlayStation 5 Pro last week, but has not yet unveiled the next generation. Years after its 2020 launch, Sony said it sold 20.8 million of the first-generation PlayStation 5 systems in fiscal 2023.</p><p>Similar to how big tech companies like Google and Amazon rely on outside vendors to help design and manufacture custom AI chips, Sony relies on experienced design contractors to make the processors for systems.</p><p>Console chip designs typically try to ensure compatibility with earlier versions of the system, to allow users to run older games on the new hardware. Moving from AMD, which made the PlayStation 5 chip, to Intel would have risked backwards compatibility, which was a subject of discussion between Intel and Sony engineers and executives, the sources said.</p><p>Ensuring backward compatibility with prior versions of the PlayStation would have been costly and taken engineering resources. Allowing PlayStation users to play games they have purchased for older systems is a feature Sony often includes in a next-generation system.</p><p>Having missed the first wave of the AI boom dominated by Nvidia and AMD, Intel reported a disastrous second quarter in August. Intel announced plans to cut 15% of its workforce to save $10 billion and has prepared a plan to reduce its capital spending on factory expansion that was a cornerstone to its foundry strategy.</p><p><strong>SEEKING A MARQUEE CUSTOMER</strong></p><p>The sudden departure of Lip-Bu Tan, a high-profile board member, over differences in Intel's future, added to the company’s challenges as Gelsinger and other Intel executives presented plans to the board at a meeting last week, multiple sources said. Reuters reported early this month on the planned board meeting, citing a source familiar with the board discussions.</p><p>The potential plans include ideas on how to shave off businesses Intel can no longer afford to operate, Reuters reported. Executives are also expected to debate the future of Intel's programmable chip unit Altera, including a potential sale, and its manufacturing expansion in Germany.</p><p>Intel split its design and manufacturing operations under Gelsinger’s tenure, and has reported financial results separately since the first calendar quarter this year. In April, the company disclosed $7 billion in operating losses for the manufacturing businesses.</p><p>Intel has struggled to find a marquee customer it can publicly talk about for the first manufacturing process, known as 18A, open to other companies. If Intel had won the PlayStation 6 chip, it could have occupied its foundry unit for more than five years, two of the sources said.</p><p>Sony’s console business could have pumped roughly $30 billion into Intel over the course of the contract, according to Intel’s internal projections, two of the sources said. The PlayStation 2 sold roughly 150 million units since its launch in 2000.</p><p>A long-term Sony contract would have helped bring in big new clients for Intel's contract manufacturing effort, two sources said, as Intel continues to struggle with attracting customers to its advanced 18A process.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司","TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191641713","content_text":"SummaryIntel lost PlayStation 6 chip contract to AMD in 2022, sources sayDispute over profit margins blocked Intel-Sony deal, sources sayPlayStation deal could have generated $30 billion in revenue, sources say(Reuters) - Intel lost out on a contract to design and fabricate Sony’s PlayStation 6 chip in 2022, which dealt a significant blow to its effort to build its fledgling contract manufacturing business, according to three sources with knowledge of the events.The effort by Intel to win out over Advanced Micro Devices in a competitive bidding process to supply the design for the forthcoming PlayStation 6 chip and Taiwan Semiconductor Manufacturing Co as the contract manufacturer would have amounted to billions of dollars of revenue and fabricating thousands of silicon wafers a month, two sources said.Intel and AMD were the final two contenders in the bidding process for the contract.Winning the Sony PlayStation 6 chip design business would have been a victory for Intel's design segment and would have doubled as a win for the company's contract manufacturing effort, or foundry business, which was the centerpiece of Intel CEO Pat Gelsinger’s turnaround plan.Gelsinger announced plans for Intel to create a foundry unit in 2021 and formally launched it at an event in San Jose, California, in February of this year. The PlayStation chip deal originated in Intel's design segment, but would have been a boon to the financial performance of the foundry business after this year's separation.Details of the discussions and how Intel missed out on the contract for Sony’s as-yet-unannounced next-generation game console are reported here for the first time.Typically, Sony consoles sell more than 100 million units across a half decade. For a chip designer, the console business delivers a lower profit than the gross margins of more than 50% for products like artificial intelligence chips, but nonetheless represents steady business that can profit from technology a company has already developed. Sony’s business also could have helped boost Intel's contract manufacturing business, which now struggles to find big new clients.A dispute over how much profit Intel stood to take from each chip sold to the Japanese electronics giant blocked Intel from settling on the price with Sony, according to two of the sources. Instead, rival AMD landed the contract through a competitive bidding process that eliminated others such as Broadcom , until only Intel and AMD remained.Discussions between Sony and Intel took months in 2022, and included meetings between the two companies’ CEOs, dozens of engineers and executives.In response to Reuters reporting about the PlayStation 6 talks and Intel's failure to win the business, an Intel spokesperson said: \"We strongly disagree with this characterization but are not going to comment about any current or potential customer conversations. We have a very healthy customer pipeline across both our product and foundry business, and we are squarely focused on innovating to meet their needs.\"Sony and Broadcom did not respond to requests for comment. AMD declined to comment.BACKWARDS COMPATIBILITYThe current generation of Sony’s PlayStation consoles are powered by custom chips with a design contract fulfilled by AMD.Sony announced the PlayStation 5 Pro last week, but has not yet unveiled the next generation. Years after its 2020 launch, Sony said it sold 20.8 million of the first-generation PlayStation 5 systems in fiscal 2023.Similar to how big tech companies like Google and Amazon rely on outside vendors to help design and manufacture custom AI chips, Sony relies on experienced design contractors to make the processors for systems.Console chip designs typically try to ensure compatibility with earlier versions of the system, to allow users to run older games on the new hardware. Moving from AMD, which made the PlayStation 5 chip, to Intel would have risked backwards compatibility, which was a subject of discussion between Intel and Sony engineers and executives, the sources said.Ensuring backward compatibility with prior versions of the PlayStation would have been costly and taken engineering resources. Allowing PlayStation users to play games they have purchased for older systems is a feature Sony often includes in a next-generation system.Having missed the first wave of the AI boom dominated by Nvidia and AMD, Intel reported a disastrous second quarter in August. Intel announced plans to cut 15% of its workforce to save $10 billion and has prepared a plan to reduce its capital spending on factory expansion that was a cornerstone to its foundry strategy.SEEKING A MARQUEE CUSTOMERThe sudden departure of Lip-Bu Tan, a high-profile board member, over differences in Intel's future, added to the company’s challenges as Gelsinger and other Intel executives presented plans to the board at a meeting last week, multiple sources said. Reuters reported early this month on the planned board meeting, citing a source familiar with the board discussions.The potential plans include ideas on how to shave off businesses Intel can no longer afford to operate, Reuters reported. Executives are also expected to debate the future of Intel's programmable chip unit Altera, including a potential sale, and its manufacturing expansion in Germany.Intel split its design and manufacturing operations under Gelsinger’s tenure, and has reported financial results separately since the first calendar quarter this year. In April, the company disclosed $7 billion in operating losses for the manufacturing businesses.Intel has struggled to find a marquee customer it can publicly talk about for the first manufacturing process, known as 18A, open to other companies. If Intel had won the PlayStation 6 chip, it could have occupied its foundry unit for more than five years, two of the sources said.Sony’s console business could have pumped roughly $30 billion into Intel over the course of the contract, according to Intel’s internal projections, two of the sources said. The PlayStation 2 sold roughly 150 million units since its launch in 2000.A long-term Sony contract would have helped bring in big new clients for Intel's contract manufacturing effort, two sources said, as Intel continues to struggle with attracting customers to its advanced 18A process.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918113200,"gmtCreate":1664332274700,"gmtModify":1676537435191,"author":{"id":"3572016423421827","authorId":"3572016423421827","authorIdStr":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572016423421827"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/2326fcd958be1aa941266efca611abfe","width":"1284","height":"2612"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9918113200","isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9911795466,"gmtCreate":1664254822655,"gmtModify":1676537419951,"author":{"id":"3572016423421827","authorId":"3572016423421827","authorIdStr":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572016423421827"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"0\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/0ed5a4f9b220d6378ad1444246bfe135","width":"1284","height":"2612"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911795466","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9937603602,"gmtCreate":1663406564407,"gmtModify":1676537266951,"author":{"id":"3572016423421827","authorId":"3572016423421827","authorIdStr":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572016423421827"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>🥹🥹🥹","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>🥹🥹🥹","text":"$Meta Platforms, Inc.(META)$🥹🥹🥹","images":[{"img":"https://community-static.tradeup.com/news/85053de8bb491572c23da0ad538718ed","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937603602","isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9937946574,"gmtCreate":1663360440698,"gmtModify":1676537257528,"author":{"id":"3572016423421827","authorId":"3572016423421827","authorIdStr":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572016423421827"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937946574","repostId":"1186067066","repostType":4,"repost":{"id":"1186067066","pubTimestamp":1663339267,"share":"https://ttm.financial/m/news/1186067066?lang=&edition=fundamental","pubTime":"2022-09-16 22:41","market":"us","language":"en","title":"Meta Platforms Could Be The Most Undervalued Technology Company In The Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1186067066","media":"seekingalpha","summary":"SummaryMeta Platforms has declined by more than 50% in 2022, falling much further than the major ind","content":"<html><head></head><body><h2>Summary</h2><ul><li>Meta Platforms has declined by more than 50% in 2022, falling much further than the major indices.</li><li>META is now trading at a valuation that puts its share price at a lower price than it was in parts of 2017.</li><li>META is one of the best-positioned companies from a numbers standpoint, with tens of billions in FCF and a clean balance sheet.</li><li>I believe that META is oversold and can be one of the largest recovery stories in 2023.</li><li>I do much more than just articles at Barbell Capital: Members get access to model portfolios, regular updates, a chat room, and more.</li></ul><p><img src=\"https://static.tigerbbs.com/e894087fef4c63171b4c071ed5165399\" tg-width=\"750\" tg-height=\"485\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Despite increasing its revenue by $78.76 billion (193.73%), gross profit by $60.9 billion (173%), cash from operations by $34.25 billion (141.44%), Free Cash Flow (FCF) by $18.35 billion (104.94%), and net income by $17.72 billion (111.32%) over the prior 5 fiscal years, Meta Platforms (NASDAQ:META) is trading well below the $176.46 per share it closed 2017 with. </p><p>Over the past year, META has declined by -59.88%, and YTD has fallen well below the major idiocies, declining -55.71%. I am asking myself if META is a broken company or a broken stock? I believe META is a quintessential example of a mispriced stock in the market. </p><p>There are countless aspects that impact a company's stock price, but looking past perceptions and opinions, the numbers indicate that META is inaccurately valued. Unless financial fraud is occurring, the numbers disclosed on 10Q and 10K reports cannot be manipulated. </p><p>$1 of revenue and $1 of profit is still $1 of revenue and $1 of profit regardless of which industry a company operates in. If a company's revenue grows from $100 to $150, it doesn't matter if it's a technology company or a pharmaceutical company; the growth rate is 50%. </p><p>My feelings are that too many people are disregarding the Metaverse and using it as a narrative as to why META has lost its way, causing negative perception and uncertainty in its stock. </p><p>At the end of the day, the numbers are the numbers, and META's shares should be trading at a minimum of 80% higher.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/067d21ad0e376f86bcc4225f4d2c7c61\" tg-width=\"640\" tg-height=\"334\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><h2><b>The numbers are the numbers, and META is not being valued on what they are accomplishing</b></h2><p>The mentality of buying companies that make things and produce consumer staples during inflationary times needs to be replaced with investing in great companies with solid balance sheets that produce large amounts of profits. Unfortunately, out of all the valuation metrics, there isn't one that is looked at the same way throughout different industries. My opinion is that it's a tie between META and Alphabet (GOOGL) as to which company has the strongest balance sheet in the entire market. Some would say GOOGL as it has more assets, cash, and equity, but there are many similarities between the two. META has $0 in long-term debt, and its cash position of $40.49 billion is 92% of its total liabilities, which includes capital leases. META isn't a profitless tech company, yet its shares have plummeted more than -50% in 2022.</p><p>It is astonishing how investors can justify paying double the Price to Free Cash Flow (FCF) multiple for The Coca-Cola Company (KO) than META, when META produces more than double the amount of FCF, and profits. The Price to FCF metric is a longtime favorite of mine that has recently become popular as FCF has become important again. FCF is often looked at as one of the best measures of profitability as FCF excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. To some investors, FCF is more important to analyze than net income because it's harder to manipulate as it is a true indication of the company's cash. FCF is also the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business. With every investment, you're paying the current value for a company's present and future cash flow. More commentators on financial networks have discussed the importance of generating FCF in the past 6 months than in the past 3 years.</p><p>I will go through META's financials, but to show how undervalued its shares are, I will compare META to 10 other companies. I am selecting companies from big tech and consumer staples to show the level of FCF produced in different industries and the price to FCF multiple for each company. This comparison will show that the methodology of investing in companies that produce things should be updated to investing in companies that produce strong cash flow, regardless of the industry they operate in. The companies I will compare META to are:</p><ul><li>Apple (AAPL)</li><li>Microsoft (MSFT)</li><li>Amazon (AMZN)</li><li>Alphabet (GOOGL)</li><li>Tesla (TSLA)</li><li>Procter & Gamble (PG)</li><li>The Coca-Cola Company (KO)</li><li>Kimberly-Clark (KMB)</li><li>McDonald's (MCD)</li><li>PepsiCo (PEP)</li></ul><p>In addition to adding the disclosure at the end, I want to be clear prior to the analysis that I am a shareholder of AAPL, AMZN, GOOGL, META, TSLA, and KO. The numbers are the numbers and cannot be manipulated, and I am not cherry-picking information. I will be using the FCF over the TTM as the amount of FCF produced, not a projected Forward FCF number.</p><p>Below is a table of the price to FCF multiple Mr. Market has placed on each of these companies at the close of business on 9/15.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf7dd587e809c33c52bf46c57ba1993c\" tg-width=\"640\" tg-height=\"204\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha, Steven Fiorillo</span></p><p>First, I will start by comparing META to the consumer staples companies I selected. The average price to FCF across PEP, MCD, KO, PG, and KMB is 27.82x. These companies have an average market cap of $208.34 billion and generate an average of $7.59 billion of FCF. PG is the largest company in this group, with a market cap of $327.86 billion, generating $13.57 billion in FCF, with a price to FCF multiple of 24.17x. KMB has the lowest FCF multiple of 22.65x and generated $1.8 billion of FCF in the TTM.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96b576061282a7b5f2c693c23d683d0b\" tg-width=\"640\" tg-height=\"125\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha, Steven Fiorillo</span></p><p>When I compare META to these companies, META's share price has fallen off a cliff while these consumer staples have a range of appreciating by 0.39% to declining by -15.63%. They have been safer investments, providing better downside risk mitigation while paying quarterly dividends to shareholders.</p><p>Here is where valuations get interesting. KMB has a market cap of $40.99 billion, generated $1.81 billion of FCF, and trades at a price to FCF multiple of 22.65x. META's market cap is 9.8x larger than KMB, yet it produces 19.8x the amount of FCF than KMB. You can purchase shares of META for a price to FCF multiple of 11.22x, which is slightly less than half the multiple Mr. Market has given KMB at 22.65x. The valuations do not make sense. If you were buying an entire company, would you rather purchase KMB for $40.99 billion when it generates $1.81 billion of FCF or META for $401.92 billion when it generates $35.83 billion in FCF? I would rather buy META at 9.8x the price tag to generate 19.8x more FCF, especially since I am paying a multiple of 11.22x for its FCF.</p><p>If I look at PG instead, PG has a similar market cap to META at $327.86 billion and produces $13.57 billion of FCF. PG is currently trading at a price to FCF multiple of 24.17x. This valuation also doesn't make sense as META is priced at a price-to-FCF ratio that is 53.58% less than PG's. META's market cap is only 22.59% larger than PG's, yet it generates 264.1% more FCF than PG. For an additional $74.06 billion (22.59% larger), you could buy the entire company of META and generate an additional $22.26 billion of annual FCF.</p><p>Looking at the most expensive staple, PEP, the valuations become even more unrealistic. PEP has generated $6.34 billion of FCF in the TTM and trades at a price to FCF multiple of 36.12x. FB has a market cap that's 75.57% larger than PEP, yet it produces 565.32% more FCF than PEP. The market has placed a multiple of more than 3x PEP's FCF on its price compared to how META trades.</p><p>These examples are to illustrate how the market values different types of companies. At the end of the day, the numbers and the numbers, and $1 of FCF is $1 of FCF, it doesn't matter if you're selling Tide laundry detergent, a can of Pepsi, or ads on Facebook. META generates tens of billions more in FCF than these consumer staples and trades at a fraction of the valuation, which in my opinion, is an indication that META is grossly misvalued in the market.</p><p><img src=\"https://static.tigerbbs.com/cd7b41ccbf9f032556a7dc82aaf95a28\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67cf0fd52142b1d0c959b14d640871c3\" tg-width=\"640\" tg-height=\"126\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha, Steven Fiorillo</span></p><p>I wanted to compare META to consumer staple companies first because media commentators have been discussing allocating capital toward defensive companies, which has traditionally meant consumer staples. I believe cash is king and the combination of companies with growing revenues, large profits, large FCF, and clean balance sheets is where capital should be allocated to regardless of the economic environment.</p><p>When I look at META compared to the other large tech companies, META once again looks undervalued. The goal in business is to generate a profit, and AMZN has been operating at a negative FCF and low-profit margin in the TTM, yet its market cap vastly overshadows META's. In the TTM,AMZNhas generated $11.61 billion in net income compared to META's $33.63 billion of net income, yet its market cap is more than 3x the size. AMZN has also generated $35.57 billion of cash from operations in the TTM, placing its FCF at -$29.78 billion as they have allocated $65.36 billion toward CapEx. AMZN has a profit margin of 2.39% compared to META's 28.16%. Looking at AMZN's negative FCF, and low-profit margin, it's hard to justify META's 11.22x price to FCF.</p><p>The market has loved TSLA, and its market cap is on the verge of surpassing $1 trillion. Currently, TSLA has produced $6.94 billion in FCF and trades at a price to FCF multiple of 137.21x. Many investors would say you need to look at TSLA's growth, so I did. Since the close of 2018, TSLA has grown its revenue by $45.71 billion (212.97%) while META has grown its revenue by $63.57 billion (113.85%). While TSLA's growth rate is larger, META has grown its revenue by a significantly larger amount in the same period. Looking at net income, TSLA has grown its net income by $10.5 billion to $9.52 billion since the close of 2018, while META has grown its net income by $11.52 billion to $33.63 billion in the same period. When I look at the growth of TSLA, it's impressive, and TSLA is doing so many things well, but the valuation is broken. TSLA trading at 137.21x its FCF compared to META at 11.22x is, in my opinion, an indication that META is undervalued. Would you rather buy a company for $951.79 billion that produces $6.94 billion in FCF, or a company for $401.92 billion, producing $35.83 billion of FCF?</p><p><img src=\"https://static.tigerbbs.com/7d076a04b04d1dac58a237adf8a51eeb\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Even if the Metaverse is a flop, META is paying for its development in cash, isn't taking on debt, and shouldn't be penalized because others can't understand Zuckerberg's vision</b></p><p>One of the reasons I believe META has been discarded is that many investors don't agree with META's play on the Metaverse. Whether the Metaverse will work or become mainstream is a debate that can't be won at this point in time, and we will need to wait and see how the story unfolds. The aspect that can be discussed is how the Metaverse is impacting META's numbers and whether it is a liability.</p><p><img src=\"https://static.tigerbbs.com/d1d73b4ceb140399b8cdf08713b80199\" tg-width=\"640\" tg-height=\"741\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As I indicated earlier, META has one of the cleanest balance sheets you will ever read. Debt is not in META's vocabulary, as long-term debt will not be found on its balance sheet. META has a cash-to-total liability ratio of 0.92x and can pay off almost every liability tomorrow with a check. Debating if the Metaverse will work is a moot point because, in the end, it doesn't matter. META isn't taking on debt to fund this project, so if it doesn't work, it will be chalked up as an expensive failed experiment, but if it is successful, the Metaverse could become a tremendous revenue generator and profit center. While billions in capital are being spent on the Metaverse, META has also been buying back shares. Over the previous 4 years, META has repurchased 5.37% of its outstanding shares, which amounts to 166.5 million shares.</p><p>Looking forward, META is expected to continue to grow in 2023. In the TTM META has generated $119.41 billion of revenue and produced $12.22 in EPS. The consensus estimates are that META will generate $118.16 billion of revenue in 2022 and $131.1 billion in 2023, and on the high side, those numbers could be $128.54 billion in 2022 and $154.65 billion in 2023.</p><p><img src=\"https://static.tigerbbs.com/5223c386715b658f764c34ae34cd4e94\" tg-width=\"640\" tg-height=\"174\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>META and GOOGL have a duopoly on advertising, and regardless of what AMZN, AAPL, or Netflix (NFLX) plans to incorporate into their platforms, it's hard to run a business without a website, Instagram page, or a Facebook page. If META maintains its profit margin of 28.16%, it could generate $33.28 billion of net income in 2022 based on the analyst consensus and $36.92 billion in 2023. If META exceeds expectations, it could generate over $35 billion of profit in 2022 and $40 billion in 2023. META is being priced as if a fire sale is occurring, and I believe it's due to public perception, not the numbers.</p><h2><b>Conclusion</b></h2><p>The markets may continue to be extremely volatile going into the next Fed meeting, and there is no telling how the markets will react if we receive a 75 basis point increase. META is trading where it did in 2017, yet it's improved in every financial metric and printed tens of billions in profits and FCF annually. While there are no signals that the pain is over, I am continuing to purchase META on the way down. META's current valuation and financials indicate that this is a broken stock, not a broken company. From a numbers standpoint, META looks to be the best buy in big tech and possibly one of the best buys in the market if you have a long-term perspective.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms Could Be The Most Undervalued Technology Company In The Market</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\">\nMeta Platforms Could Be The Most Undervalued Technology Company In The Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-16 22:41 GMT+8 <a href=https://seekingalpha.com/article/4541361-meta-platforms-could-be-most-undervalued-technology-company?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A4><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMeta Platforms has declined by more than 50% in 2022, falling much further than the major indices.META is now trading at a valuation that puts its share price at a lower price than it was in ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541361-meta-platforms-could-be-most-undervalued-technology-company?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms"},"source_url":"https://seekingalpha.com/article/4541361-meta-platforms-could-be-most-undervalued-technology-company?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A4","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1186067066","content_text":"SummaryMeta Platforms has declined by more than 50% in 2022, falling much further than the major indices.META is now trading at a valuation that puts its share price at a lower price than it was in parts of 2017.META is one of the best-positioned companies from a numbers standpoint, with tens of billions in FCF and a clean balance sheet.I believe that META is oversold and can be one of the largest recovery stories in 2023.I do much more than just articles at Barbell Capital: Members get access to model portfolios, regular updates, a chat room, and more.Despite increasing its revenue by $78.76 billion (193.73%), gross profit by $60.9 billion (173%), cash from operations by $34.25 billion (141.44%), Free Cash Flow (FCF) by $18.35 billion (104.94%), and net income by $17.72 billion (111.32%) over the prior 5 fiscal years, Meta Platforms (NASDAQ:META) is trading well below the $176.46 per share it closed 2017 with. Over the past year, META has declined by -59.88%, and YTD has fallen well below the major idiocies, declining -55.71%. I am asking myself if META is a broken company or a broken stock? I believe META is a quintessential example of a mispriced stock in the market. There are countless aspects that impact a company's stock price, but looking past perceptions and opinions, the numbers indicate that META is inaccurately valued. Unless financial fraud is occurring, the numbers disclosed on 10Q and 10K reports cannot be manipulated. $1 of revenue and $1 of profit is still $1 of revenue and $1 of profit regardless of which industry a company operates in. If a company's revenue grows from $100 to $150, it doesn't matter if it's a technology company or a pharmaceutical company; the growth rate is 50%. My feelings are that too many people are disregarding the Metaverse and using it as a narrative as to why META has lost its way, causing negative perception and uncertainty in its stock. At the end of the day, the numbers are the numbers, and META's shares should be trading at a minimum of 80% higher.Seeking AlphaThe numbers are the numbers, and META is not being valued on what they are accomplishingThe mentality of buying companies that make things and produce consumer staples during inflationary times needs to be replaced with investing in great companies with solid balance sheets that produce large amounts of profits. Unfortunately, out of all the valuation metrics, there isn't one that is looked at the same way throughout different industries. My opinion is that it's a tie between META and Alphabet (GOOGL) as to which company has the strongest balance sheet in the entire market. Some would say GOOGL as it has more assets, cash, and equity, but there are many similarities between the two. META has $0 in long-term debt, and its cash position of $40.49 billion is 92% of its total liabilities, which includes capital leases. META isn't a profitless tech company, yet its shares have plummeted more than -50% in 2022.It is astonishing how investors can justify paying double the Price to Free Cash Flow (FCF) multiple for The Coca-Cola Company (KO) than META, when META produces more than double the amount of FCF, and profits. The Price to FCF metric is a longtime favorite of mine that has recently become popular as FCF has become important again. FCF is often looked at as one of the best measures of profitability as FCF excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. To some investors, FCF is more important to analyze than net income because it's harder to manipulate as it is a true indication of the company's cash. FCF is also the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business. With every investment, you're paying the current value for a company's present and future cash flow. More commentators on financial networks have discussed the importance of generating FCF in the past 6 months than in the past 3 years.I will go through META's financials, but to show how undervalued its shares are, I will compare META to 10 other companies. I am selecting companies from big tech and consumer staples to show the level of FCF produced in different industries and the price to FCF multiple for each company. This comparison will show that the methodology of investing in companies that produce things should be updated to investing in companies that produce strong cash flow, regardless of the industry they operate in. The companies I will compare META to are:Apple (AAPL)Microsoft (MSFT)Amazon (AMZN)Alphabet (GOOGL)Tesla (TSLA)Procter & Gamble (PG)The Coca-Cola Company (KO)Kimberly-Clark (KMB)McDonald's (MCD)PepsiCo (PEP)In addition to adding the disclosure at the end, I want to be clear prior to the analysis that I am a shareholder of AAPL, AMZN, GOOGL, META, TSLA, and KO. The numbers are the numbers and cannot be manipulated, and I am not cherry-picking information. I will be using the FCF over the TTM as the amount of FCF produced, not a projected Forward FCF number.Below is a table of the price to FCF multiple Mr. Market has placed on each of these companies at the close of business on 9/15.Seeking Alpha, Steven FiorilloFirst, I will start by comparing META to the consumer staples companies I selected. The average price to FCF across PEP, MCD, KO, PG, and KMB is 27.82x. These companies have an average market cap of $208.34 billion and generate an average of $7.59 billion of FCF. PG is the largest company in this group, with a market cap of $327.86 billion, generating $13.57 billion in FCF, with a price to FCF multiple of 24.17x. KMB has the lowest FCF multiple of 22.65x and generated $1.8 billion of FCF in the TTM.Seeking Alpha, Steven FiorilloWhen I compare META to these companies, META's share price has fallen off a cliff while these consumer staples have a range of appreciating by 0.39% to declining by -15.63%. They have been safer investments, providing better downside risk mitigation while paying quarterly dividends to shareholders.Here is where valuations get interesting. KMB has a market cap of $40.99 billion, generated $1.81 billion of FCF, and trades at a price to FCF multiple of 22.65x. META's market cap is 9.8x larger than KMB, yet it produces 19.8x the amount of FCF than KMB. You can purchase shares of META for a price to FCF multiple of 11.22x, which is slightly less than half the multiple Mr. Market has given KMB at 22.65x. The valuations do not make sense. If you were buying an entire company, would you rather purchase KMB for $40.99 billion when it generates $1.81 billion of FCF or META for $401.92 billion when it generates $35.83 billion in FCF? I would rather buy META at 9.8x the price tag to generate 19.8x more FCF, especially since I am paying a multiple of 11.22x for its FCF.If I look at PG instead, PG has a similar market cap to META at $327.86 billion and produces $13.57 billion of FCF. PG is currently trading at a price to FCF multiple of 24.17x. This valuation also doesn't make sense as META is priced at a price-to-FCF ratio that is 53.58% less than PG's. META's market cap is only 22.59% larger than PG's, yet it generates 264.1% more FCF than PG. For an additional $74.06 billion (22.59% larger), you could buy the entire company of META and generate an additional $22.26 billion of annual FCF.Looking at the most expensive staple, PEP, the valuations become even more unrealistic. PEP has generated $6.34 billion of FCF in the TTM and trades at a price to FCF multiple of 36.12x. FB has a market cap that's 75.57% larger than PEP, yet it produces 565.32% more FCF than PEP. The market has placed a multiple of more than 3x PEP's FCF on its price compared to how META trades.These examples are to illustrate how the market values different types of companies. At the end of the day, the numbers and the numbers, and $1 of FCF is $1 of FCF, it doesn't matter if you're selling Tide laundry detergent, a can of Pepsi, or ads on Facebook. META generates tens of billions more in FCF than these consumer staples and trades at a fraction of the valuation, which in my opinion, is an indication that META is grossly misvalued in the market.Seeking Alpha, Steven FiorilloI wanted to compare META to consumer staple companies first because media commentators have been discussing allocating capital toward defensive companies, which has traditionally meant consumer staples. I believe cash is king and the combination of companies with growing revenues, large profits, large FCF, and clean balance sheets is where capital should be allocated to regardless of the economic environment.When I look at META compared to the other large tech companies, META once again looks undervalued. The goal in business is to generate a profit, and AMZN has been operating at a negative FCF and low-profit margin in the TTM, yet its market cap vastly overshadows META's. In the TTM,AMZNhas generated $11.61 billion in net income compared to META's $33.63 billion of net income, yet its market cap is more than 3x the size. AMZN has also generated $35.57 billion of cash from operations in the TTM, placing its FCF at -$29.78 billion as they have allocated $65.36 billion toward CapEx. AMZN has a profit margin of 2.39% compared to META's 28.16%. Looking at AMZN's negative FCF, and low-profit margin, it's hard to justify META's 11.22x price to FCF.The market has loved TSLA, and its market cap is on the verge of surpassing $1 trillion. Currently, TSLA has produced $6.94 billion in FCF and trades at a price to FCF multiple of 137.21x. Many investors would say you need to look at TSLA's growth, so I did. Since the close of 2018, TSLA has grown its revenue by $45.71 billion (212.97%) while META has grown its revenue by $63.57 billion (113.85%). While TSLA's growth rate is larger, META has grown its revenue by a significantly larger amount in the same period. Looking at net income, TSLA has grown its net income by $10.5 billion to $9.52 billion since the close of 2018, while META has grown its net income by $11.52 billion to $33.63 billion in the same period. When I look at the growth of TSLA, it's impressive, and TSLA is doing so many things well, but the valuation is broken. TSLA trading at 137.21x its FCF compared to META at 11.22x is, in my opinion, an indication that META is undervalued. Would you rather buy a company for $951.79 billion that produces $6.94 billion in FCF, or a company for $401.92 billion, producing $35.83 billion of FCF?Even if the Metaverse is a flop, META is paying for its development in cash, isn't taking on debt, and shouldn't be penalized because others can't understand Zuckerberg's visionOne of the reasons I believe META has been discarded is that many investors don't agree with META's play on the Metaverse. Whether the Metaverse will work or become mainstream is a debate that can't be won at this point in time, and we will need to wait and see how the story unfolds. The aspect that can be discussed is how the Metaverse is impacting META's numbers and whether it is a liability.As I indicated earlier, META has one of the cleanest balance sheets you will ever read. Debt is not in META's vocabulary, as long-term debt will not be found on its balance sheet. META has a cash-to-total liability ratio of 0.92x and can pay off almost every liability tomorrow with a check. Debating if the Metaverse will work is a moot point because, in the end, it doesn't matter. META isn't taking on debt to fund this project, so if it doesn't work, it will be chalked up as an expensive failed experiment, but if it is successful, the Metaverse could become a tremendous revenue generator and profit center. While billions in capital are being spent on the Metaverse, META has also been buying back shares. Over the previous 4 years, META has repurchased 5.37% of its outstanding shares, which amounts to 166.5 million shares.Looking forward, META is expected to continue to grow in 2023. In the TTM META has generated $119.41 billion of revenue and produced $12.22 in EPS. The consensus estimates are that META will generate $118.16 billion of revenue in 2022 and $131.1 billion in 2023, and on the high side, those numbers could be $128.54 billion in 2022 and $154.65 billion in 2023.META and GOOGL have a duopoly on advertising, and regardless of what AMZN, AAPL, or Netflix (NFLX) plans to incorporate into their platforms, it's hard to run a business without a website, Instagram page, or a Facebook page. If META maintains its profit margin of 28.16%, it could generate $33.28 billion of net income in 2022 based on the analyst consensus and $36.92 billion in 2023. If META exceeds expectations, it could generate over $35 billion of profit in 2022 and $40 billion in 2023. META is being priced as if a fire sale is occurring, and I believe it's due to public perception, not the numbers.ConclusionThe markets may continue to be extremely volatile going into the next Fed meeting, and there is no telling how the markets will react if we receive a 75 basis point increase. META is trading where it did in 2017, yet it's improved in every financial metric and printed tens of billions in profits and FCF annually. While there are no signals that the pain is over, I am continuing to purchase META on the way down. META's current valuation and financials indicate that this is a broken stock, not a broken company. From a numbers standpoint, META looks to be the best buy in big tech and possibly one of the best buys in the market if you have a long-term perspective.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933352184,"gmtCreate":1662245976949,"gmtModify":1676537021383,"author":{"id":"3572016423421827","authorId":"3572016423421827","authorIdStr":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572016423421827"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9933352184","repostId":"1156330131","repostType":4,"repost":{"id":"1156330131","pubTimestamp":1662171655,"share":"https://ttm.financial/m/news/1156330131?lang=&edition=fundamental","pubTime":"2022-09-03 10:20","market":"us","language":"en","title":"5 Top Stocks Cathie Wood Sold This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1156330131","media":"InvestorPlace","summary":"ARK Innovation ETF(ARKK) experienced outflows of $803 million during August.August marked the larges","content":"<html><head></head><body><ul><li><b>ARK Innovation ETF</b>(<b><u>ARKK</u></b>) experienced outflows of $803 million during August.</li><li>August marked the largest monthly outflow for the ETF since September of last year.</li><li>Shares of ARKK are down more than 50% year-to-date.</li></ul><p>It was another down week for Cathie Wood’s flagship exchange-traded fund (ETF), the <b>ARK Innovation ETF</b>(NYSEARCA:<b><u>ARKK</u></b>). Shares of the ETF are finishing in the red today, marking the second straight week of declines. The drop was led by drawdowns in top holdings such as <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) and <b>Teladoc</b>(NYSE:<b><u>TDOC</u></b>).</p><p>On top of that, ARKK experienced outflows of$803 million during the month of August. This was the largest monthly outflow since September of last year. In addition, ARKK saw inflows in only six days of August, while the rest were outflows.</p><p><i>Bloomberg</i> reports some loyal retail investors are losing faith as well. An investor from the Bay Area stated, “When I entered it, I strongly believed in the vision. Currently, not so much, and since my initial reason for it did not still apply, I realized I should just let it go.”</p><p>With that in mind, let’s take a look at the top stocks Cathie Wood sold this week.</p><p><b>5 Stocks Cathie Wood Sold This Week</b></p><p><b>1. Tesla(TSLA)</b></p><p>Perhaps the most significant sale of the week, <b>Ark Invest</b> sold 150,529 shares of TSLA stock on Sept. 1. The shares were sold through three Ark ETFs and totaled about $41 million. After the sale, Ark still owns 1.44 million shares of the electric vehicle (EV) company.</p><p>Wood herself has a 2026 Teslaprice target of $1,533. With a target so high, why exactly is she selling shares? The answer may be to escape short term volatility in favor of relatively safer investments. Yesterday, Piper Sandler analyst Alexander Potterraised his price target to $360 from $344. However, Potter expects a price reduction in the short term. This is due to rising rates, geopolitical tensions, weakness in the Chinese market and shorter waiting times. The analyst also believes Tesla may lower prices for its EVs in the upcoming year.</p><p><b>2.</b> <b>Signify Health (SGFY)</b></p><p>Ark Invest has now sold shares of <b>Signify Health</b>(NYSE:<b><u>SGFY</u></b>) for four straight weeks. This week, Wood and company sold 1.08 million shares of the healthcare company. After the sales, Ark still owns 13.39 million shares.</p><p>In August, it was announced that four suitors were competing to acquire Signify. These suitors included <b>UnitedHealth</b> (NYSE:<b><u>UNH</u></b>) and <b>CVS</b> (NYSE:<b><u>CVS</u></b>). <i>Bloomberg</i> reported UnitedHealth had the highest offer of about $30 per share, which is equivalent to an $8 billion valuation. However, the final offers are expected to be disclosed by Sept. 6. As a result, it appears Wood isn’t waiting for offers and is instead choosing to take profits on a profitable investment. Cathie’s Ark reports that ARKK has a SGFY cost basis of $22.28, while the <b>ARK Genomic Revolution ETF</b>(BATS:<b><u>ARKG</u></b>) has a cost basis of $25.99.</p><p><b>3. Nano Dimension(NNDM)</b></p><p><b>Nano Dimension</b>(NASDAQ:<b><u>NNDM</u></b>) is an industrial 3D printing company that focuses in additive manufacturing. The company reported earnings on Sept. 1, with revenue coming at $11.1 million, up 1,268% year-over-year (YOY). However, Nano remains unprofitable, reporting a net loss of $40 million and adjusted earnings before interest, taxes, deductions and amortizations (EBITDA) of negative $21.3 million. Furthermore, the company has a healthy cash balance of $1.27 billion. That’s almost twice Nano’s market capitalization of about $670 million.</p><p>It seems Ark was not impressed with earnings, as two Ark ETFS sold off 674,537 shares on the same day that earnings were announced. After the sales, Ark now owns a total of 15.65 million shares.</p><p><b>4. Iridium Communications (IRDM)</b></p><p><b>Iridium Communications</b>(NASDAQ:<b><u>IRDM</u></b>) is a global satellite communications company. Its constellation architecture makes it the only network in the world that covers 100% of that planet. Each satellite in the constellation is cross-linked with four other satellites, providing increased reliability and resiliency. The cross-links also provide faster transmission speeds. Companies can tap into Iridium’s constellation by purchasing Iridium Connected devices, such as the Iridium 9555 and the Iridium 9575A, which is specified for U.S. government use. Shares of IRDM stock are up 7% year-to-date (YTD), compared to the <b>S&P 500’s</b> decline of about 17%.</p><p>It seems Ark is taking profits on a successful investment. This week, two Ark ETFs sold a total of58,700 shares of IRDM. After the sales, Ark still owns 2.06 million shares.</p><p><b>5. Compugen (CGEN)</b></p><p><b>Compugen</b>(NASDAQ:<b><u>CGEN</u></b>) engages in the research, development and commercialization of cancer immunotherapies using a“predictive computational platform.” Currently, the company has four products in Phase 1 clinical trials. In addition, Compugen has filed more than 120granted or pending patents and has published at least 85 peer reviewed publications.</p><p>Compugen reported Q2 earnings on Aug. 4, and Ark has been selling shares ever since. For the quarter, the company reported a net loss of $9.1 million, down from $9.5 million a year ago. The net loss was equivalent to an earnings per share loss of 11 cents. Furthermore, Compugen expects to end the year with between $72 million and $74 million of cash on hand.</p><p>Between Aug. 29 and Sept. 1, ARKK and ARKG sold a combined 151,797 shares of CGEN. Ark now owns a total of 3.08 million shares.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Top Stocks Cathie Wood Sold 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\">\n5 Top Stocks Cathie Wood Sold This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-03 10:20 GMT+8 <a href=https://investorplace.com/2022/09/5-top-stocks-cathie-wood-sold-this-week/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ARK Innovation ETF(ARKK) experienced outflows of $803 million during August.August marked the largest monthly outflow for the ETF since September of last year.Shares of ARKK are down more than 50% ...</p>\n\n<a href=\"https://investorplace.com/2022/09/5-top-stocks-cathie-wood-sold-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SGFY":"Signify Health, Inc.","TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/09/5-top-stocks-cathie-wood-sold-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156330131","content_text":"ARK Innovation ETF(ARKK) experienced outflows of $803 million during August.August marked the largest monthly outflow for the ETF since September of last year.Shares of ARKK are down more than 50% year-to-date.It was another down week for Cathie Wood’s flagship exchange-traded fund (ETF), the ARK Innovation ETF(NYSEARCA:ARKK). Shares of the ETF are finishing in the red today, marking the second straight week of declines. The drop was led by drawdowns in top holdings such as Tesla(NASDAQ:TSLA) and Teladoc(NYSE:TDOC).On top of that, ARKK experienced outflows of$803 million during the month of August. This was the largest monthly outflow since September of last year. In addition, ARKK saw inflows in only six days of August, while the rest were outflows.Bloomberg reports some loyal retail investors are losing faith as well. An investor from the Bay Area stated, “When I entered it, I strongly believed in the vision. Currently, not so much, and since my initial reason for it did not still apply, I realized I should just let it go.”With that in mind, let’s take a look at the top stocks Cathie Wood sold this week.5 Stocks Cathie Wood Sold This Week1. Tesla(TSLA)Perhaps the most significant sale of the week, Ark Invest sold 150,529 shares of TSLA stock on Sept. 1. The shares were sold through three Ark ETFs and totaled about $41 million. After the sale, Ark still owns 1.44 million shares of the electric vehicle (EV) company.Wood herself has a 2026 Teslaprice target of $1,533. With a target so high, why exactly is she selling shares? The answer may be to escape short term volatility in favor of relatively safer investments. Yesterday, Piper Sandler analyst Alexander Potterraised his price target to $360 from $344. However, Potter expects a price reduction in the short term. This is due to rising rates, geopolitical tensions, weakness in the Chinese market and shorter waiting times. The analyst also believes Tesla may lower prices for its EVs in the upcoming year.2. Signify Health (SGFY)Ark Invest has now sold shares of Signify Health(NYSE:SGFY) for four straight weeks. This week, Wood and company sold 1.08 million shares of the healthcare company. After the sales, Ark still owns 13.39 million shares.In August, it was announced that four suitors were competing to acquire Signify. These suitors included UnitedHealth (NYSE:UNH) and CVS (NYSE:CVS). Bloomberg reported UnitedHealth had the highest offer of about $30 per share, which is equivalent to an $8 billion valuation. However, the final offers are expected to be disclosed by Sept. 6. As a result, it appears Wood isn’t waiting for offers and is instead choosing to take profits on a profitable investment. Cathie’s Ark reports that ARKK has a SGFY cost basis of $22.28, while the ARK Genomic Revolution ETF(BATS:ARKG) has a cost basis of $25.99.3. Nano Dimension(NNDM)Nano Dimension(NASDAQ:NNDM) is an industrial 3D printing company that focuses in additive manufacturing. The company reported earnings on Sept. 1, with revenue coming at $11.1 million, up 1,268% year-over-year (YOY). However, Nano remains unprofitable, reporting a net loss of $40 million and adjusted earnings before interest, taxes, deductions and amortizations (EBITDA) of negative $21.3 million. Furthermore, the company has a healthy cash balance of $1.27 billion. That’s almost twice Nano’s market capitalization of about $670 million.It seems Ark was not impressed with earnings, as two Ark ETFS sold off 674,537 shares on the same day that earnings were announced. After the sales, Ark now owns a total of 15.65 million shares.4. Iridium Communications (IRDM)Iridium Communications(NASDAQ:IRDM) is a global satellite communications company. Its constellation architecture makes it the only network in the world that covers 100% of that planet. Each satellite in the constellation is cross-linked with four other satellites, providing increased reliability and resiliency. The cross-links also provide faster transmission speeds. Companies can tap into Iridium’s constellation by purchasing Iridium Connected devices, such as the Iridium 9555 and the Iridium 9575A, which is specified for U.S. government use. Shares of IRDM stock are up 7% year-to-date (YTD), compared to the S&P 500’s decline of about 17%.It seems Ark is taking profits on a successful investment. This week, two Ark ETFs sold a total of58,700 shares of IRDM. After the sales, Ark still owns 2.06 million shares.5. Compugen (CGEN)Compugen(NASDAQ:CGEN) engages in the research, development and commercialization of cancer immunotherapies using a“predictive computational platform.” Currently, the company has four products in Phase 1 clinical trials. In addition, Compugen has filed more than 120granted or pending patents and has published at least 85 peer reviewed publications.Compugen reported Q2 earnings on Aug. 4, and Ark has been selling shares ever since. For the quarter, the company reported a net loss of $9.1 million, down from $9.5 million a year ago. The net loss was equivalent to an earnings per share loss of 11 cents. Furthermore, Compugen expects to end the year with between $72 million and $74 million of cash on hand.Between Aug. 29 and Sept. 1, ARKK and ARKG sold a combined 151,797 shares of CGEN. Ark now owns a total of 3.08 million shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930246061,"gmtCreate":1661984873254,"gmtModify":1676536615000,"author":{"id":"3572016423421827","authorId":"3572016423421827","authorIdStr":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572016423421827"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9930246061","repostId":"2264234656","repostType":2,"repost":{"id":"2264234656","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":1661988372,"share":"https://ttm.financial/m/news/2264234656?lang=&edition=fundamental","pubTime":"2022-09-01 07:26","market":"us","language":"en","title":"Nvidia Stock Drops 6% as U.S. Limits Exports to China","url":"https://stock-news.laohu8.com/highlight/detail?id=2264234656","media":"Dow Jones","summary":"Nvidia can't catch a break.Late Wednesday, the chip maker said in a filing the U.S. government has i","content":"<html><head></head><body><p>Nvidia can't catch a break.</p><p>Late Wednesday, the chip maker said in a filing the U.S. government has informed the company it has imposed a new licensing requirement, effective immediately, covering any exports of Nvidia's A100 and upcoming H100 products to China, including Hong Kong, and Russia.</p><p>Nvidia's A100 are used in data centers for artificial intelligence, data analytics and high-performance computing applications, according to the company's website.</p><p>Nvidia (ticker: NVDA) shares fell by 6.33% to $141.38 in after hours trading.</p><p><img src=\"https://static.tigerbbs.com/da8d6857a45733ddff304ef2eae0ef49\" tg-width=\"822\" tg-height=\"828\" width=\"100%\" height=\"auto\"/></p><p>Nvidia said it doesn't sell any products to Russia, but noted its current outlook for the third fiscal quarter had included about $400 million in potential sales to China that could be affected by the new license requirement. The company also said the new restrictions may affect its ability to develop its H100 product on time and could potentially force it to move some operations out of China.</p><p>The latest development comes after a series of weak financial results from Nvidia. Last week, the company gave a revenue forecast for the October quarter that was significantly below expectations, citing a difficult macroeconomic environment and a rapid slowdown of demand.</p><p>Last Friday, Barron's said more trouble lies ahead for the chip maker and that investors looking for a quick turnaround may be disappointed.</p><p>Nvidia's stock has declined by about 49% this year, versus the 32% drop in the <a href=\"https://laohu8.com/S/EMDI\">iShares</a> Semiconductor ETF <a href=\"https://laohu8.com/S/SOXX\">$(SOXX)$</a>, which tracks the performance of the ICE Semiconductor Index.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Drops 6% as U.S. Limits Exports to China</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Drops 6% as U.S. Limits Exports to China\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-01 07:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia can't catch a break.</p><p>Late Wednesday, the chip maker said in a filing the U.S. government has informed the company it has imposed a new licensing requirement, effective immediately, covering any exports of Nvidia's A100 and upcoming H100 products to China, including Hong Kong, and Russia.</p><p>Nvidia's A100 are used in data centers for artificial intelligence, data analytics and high-performance computing applications, according to the company's website.</p><p>Nvidia (ticker: NVDA) shares fell by 6.33% to $141.38 in after hours trading.</p><p><img src=\"https://static.tigerbbs.com/da8d6857a45733ddff304ef2eae0ef49\" tg-width=\"822\" tg-height=\"828\" width=\"100%\" height=\"auto\"/></p><p>Nvidia said it doesn't sell any products to Russia, but noted its current outlook for the third fiscal quarter had included about $400 million in potential sales to China that could be affected by the new license requirement. The company also said the new restrictions may affect its ability to develop its H100 product on time and could potentially force it to move some operations out of China.</p><p>The latest development comes after a series of weak financial results from Nvidia. Last week, the company gave a revenue forecast for the October quarter that was significantly below expectations, citing a difficult macroeconomic environment and a rapid slowdown of demand.</p><p>Last Friday, Barron's said more trouble lies ahead for the chip maker and that investors looking for a quick turnaround may be disappointed.</p><p>Nvidia's stock has declined by about 49% this year, versus the 32% drop in the <a href=\"https://laohu8.com/S/EMDI\">iShares</a> Semiconductor ETF <a href=\"https://laohu8.com/S/SOXX\">$(SOXX)$</a>, which tracks the performance of the ICE Semiconductor Index.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4549":"软银资本持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4124":"机动车零配件与设备","BK4567":"ESG概念","BK4532":"文艺复兴科技持仓","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","CAAS":"中汽系统","BK4543":"AI","BK4527":"明星科技股","BK4529":"IDC概念","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264234656","content_text":"Nvidia can't catch a break.Late Wednesday, the chip maker said in a filing the U.S. government has informed the company it has imposed a new licensing requirement, effective immediately, covering any exports of Nvidia's A100 and upcoming H100 products to China, including Hong Kong, and Russia.Nvidia's A100 are used in data centers for artificial intelligence, data analytics and high-performance computing applications, according to the company's website.Nvidia (ticker: NVDA) shares fell by 6.33% to $141.38 in after hours trading.Nvidia said it doesn't sell any products to Russia, but noted its current outlook for the third fiscal quarter had included about $400 million in potential sales to China that could be affected by the new license requirement. The company also said the new restrictions may affect its ability to develop its H100 product on time and could potentially force it to move some operations out of China.The latest development comes after a series of weak financial results from Nvidia. Last week, the company gave a revenue forecast for the October quarter that was significantly below expectations, citing a difficult macroeconomic environment and a rapid slowdown of demand.Last Friday, Barron's said more trouble lies ahead for the chip maker and that investors looking for a quick turnaround may be disappointed.Nvidia's stock has declined by about 49% this year, versus the 32% drop in the iShares Semiconductor ETF $(SOXX)$, which tracks the performance of the ICE Semiconductor Index.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991480996,"gmtCreate":1660870292518,"gmtModify":1676536414622,"author":{"id":"3572016423421827","authorId":"3572016423421827","authorIdStr":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572016423421827"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991480996","repostId":"2260357839","repostType":4,"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901633247,"gmtCreate":1659180673589,"gmtModify":1676536269442,"author":{"id":"3572016423421827","authorId":"3572016423421827","authorIdStr":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572016423421827"},"themes":[],"htmlText":"Ok. Thx","listText":"Ok. Thx","text":"Ok. Thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901633247","repostId":"2255598743","repostType":4,"repost":{"id":"2255598743","pubTimestamp":1659144960,"share":"https://ttm.financial/m/news/2255598743?lang=&edition=fundamental","pubTime":"2022-07-30 09:36","market":"us","language":"en","title":"Biggest Discretionary ETF Gets Lift by Cost-Conscious Consumers","url":"https://stock-news.laohu8.com/highlight/detail?id=2255598743","media":"Bloomberg","summary":"Fears of a recession and skyrocketing inflation aren’t reflected in an exchange-traded fund that tra","content":"<html><head></head><body><p>Fears of a recession and skyrocketing inflation aren’t reflected in an exchange-traded fund that tracks companies that provide non-essential goods.</p><p>The $15.2 billion Consumer Discretionary Select Sector SPDR Fund (ticker XLY), the largest US-listed consumer discretionary fund by market value, is performing much better than the S&P 500 Index since the start of June, according to Bloomberg data. In the last two months, XLY has climbed 6.6%, which includes a 18% rebound from a June 14 low. Meanwhile, the S&P 500 eked out a gain of 0.7% since June 1.</p><p>The recent selloff in consumer-discretionary stocks has put the sector on sale, positioning it to outperform the broader market, Morgan Stanley’s Andrew Slimmon told Bloomberg this week. The S&P 500 Consumer Discretionary Sector Index is down 21% this year.</p><p>Meanwhile, consumers are seeing wage gains, with the Labor Department’s employment cost index, a broad gauge of wages and benefits, jumping 1.3% in the second quarter from the prior three months, beating economists’ estimates of 1.2%.</p><p>“Broadly speaking the retail consumer has been resilient, but the big shift here though, and this is what’s gotten so many goods sellers off guard, is we’re seeing a normalization of consumption patterns,” said Art Hogan, chief market strategist at B. Riley Wealth. “We’re going back to consuming more services than goods.”</p><p>While big-box retailers Walmart Inc., Target Corp. and Best Buy Co. just cut profit forecasts in their recent earnings reports, citing stockpiles of merchandise that consumers are not purchasing, Amazon.com Inc. bucked that trend Thursday when it reported second-quarter revenue that beat estimates and predicted sales would rise 17% in the current quarter. Amazon is XLY’s largest holding in terms of percentage weight at 23%.</p><p>But the pressure is on. Retailers face dwindling profit margins as massive inventory buildups reflect a consumer who is getting squeezed by inflation. According to Bloomberg Intelligence, retailer margins are already projected to reach their lowest second-quarter level since 2010 -- excluding 2020 -- and month-over-month inventory growth has consistently outpaced that of sales for the past four months.</p><p>“Retailing has some of the lowest revenue per employee as an industry group, meaning they are one of the most labor intensive industries, and they are likely struggling significantly as labor costs go up,” said Gillian Wolff, senior associate analyst at BI.</p><p>A number of retailers that make up XLY’s 59 holdings report second-quarter earnings next week. They include Starbucks Corp., EBay Inc. Marriott International Inc., Booking Holdings Inc. and MGM Resorts International. The reports will shed more light on spending and margins. Hilton Worldwide Holdings Inc., a part of XLY, reported quarterly earnings that beat analyst estimates and raised its full-year projections.</p><p>“Amazon was a revenue beat and they raised guidance for 3Q, whereas Walmart suggested that customers were substituting away from big-ticket items in favor of staples, which was going to hurt them,” said Michael Casper, an equity strategist with BI. “Most of the retailers are still yet to report though, so we’ll get a better read on some of this in a few weeks.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Biggest Discretionary ETF Gets Lift by Cost-Conscious Consumers</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\">\nBiggest Discretionary ETF Gets Lift by Cost-Conscious Consumers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-30 09:36 GMT+8 <a href=https://finance.yahoo.com/news/biggest-discretionary-etf-gets-lift-193036745.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fears of a recession and skyrocketing inflation aren’t reflected in an exchange-traded fund that tracks companies that provide non-essential goods.The $15.2 billion Consumer Discretionary Select ...</p>\n\n<a href=\"https://finance.yahoo.com/news/biggest-discretionary-etf-gets-lift-193036745.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBY":"百思买","WMT":"沃尔玛","XLY":"消费品指数ETF-SPDR可选消费品"},"source_url":"https://finance.yahoo.com/news/biggest-discretionary-etf-gets-lift-193036745.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255598743","content_text":"Fears of a recession and skyrocketing inflation aren’t reflected in an exchange-traded fund that tracks companies that provide non-essential goods.The $15.2 billion Consumer Discretionary Select Sector SPDR Fund (ticker XLY), the largest US-listed consumer discretionary fund by market value, is performing much better than the S&P 500 Index since the start of June, according to Bloomberg data. In the last two months, XLY has climbed 6.6%, which includes a 18% rebound from a June 14 low. Meanwhile, the S&P 500 eked out a gain of 0.7% since June 1.The recent selloff in consumer-discretionary stocks has put the sector on sale, positioning it to outperform the broader market, Morgan Stanley’s Andrew Slimmon told Bloomberg this week. The S&P 500 Consumer Discretionary Sector Index is down 21% this year.Meanwhile, consumers are seeing wage gains, with the Labor Department’s employment cost index, a broad gauge of wages and benefits, jumping 1.3% in the second quarter from the prior three months, beating economists’ estimates of 1.2%.“Broadly speaking the retail consumer has been resilient, but the big shift here though, and this is what’s gotten so many goods sellers off guard, is we’re seeing a normalization of consumption patterns,” said Art Hogan, chief market strategist at B. Riley Wealth. “We’re going back to consuming more services than goods.”While big-box retailers Walmart Inc., Target Corp. and Best Buy Co. just cut profit forecasts in their recent earnings reports, citing stockpiles of merchandise that consumers are not purchasing, Amazon.com Inc. bucked that trend Thursday when it reported second-quarter revenue that beat estimates and predicted sales would rise 17% in the current quarter. Amazon is XLY’s largest holding in terms of percentage weight at 23%.But the pressure is on. Retailers face dwindling profit margins as massive inventory buildups reflect a consumer who is getting squeezed by inflation. According to Bloomberg Intelligence, retailer margins are already projected to reach their lowest second-quarter level since 2010 -- excluding 2020 -- and month-over-month inventory growth has consistently outpaced that of sales for the past four months.“Retailing has some of the lowest revenue per employee as an industry group, meaning they are one of the most labor intensive industries, and they are likely struggling significantly as labor costs go up,” said Gillian Wolff, senior associate analyst at BI.A number of retailers that make up XLY’s 59 holdings report second-quarter earnings next week. They include Starbucks Corp., EBay Inc. Marriott International Inc., Booking Holdings Inc. and MGM Resorts International. The reports will shed more light on spending and margins. Hilton Worldwide Holdings Inc., a part of XLY, reported quarterly earnings that beat analyst estimates and raised its full-year projections.“Amazon was a revenue beat and they raised guidance for 3Q, whereas Walmart suggested that customers were substituting away from big-ticket items in favor of staples, which was going to hurt them,” said Michael Casper, an equity strategist with BI. “Most of the retailers are still yet to report though, so we’ll get a better read on some of this in a few weeks.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913420946,"gmtCreate":1664062205885,"gmtModify":1676537383430,"author":{"id":"3572016423421827","authorId":"3572016423421827","authorIdStr":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572016423421827"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LCID\">$Lucid Group Inc(LCID)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/LCID\">$Lucid Group Inc(LCID)$</a><v-v data-views=\"1\"></v-v>","text":"$Lucid Group Inc(LCID)$","images":[{"img":"https://community-static.tradeup.com/news/cf5ee92b98d6c992b129377ce5ba763a","width":"1284","height":"2504"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913420946","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9913467573,"gmtCreate":1664062180193,"gmtModify":1676537383422,"author":{"id":"3572016423421827","authorId":"3572016423421827","authorIdStr":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572016423421827"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$</a>🥹🥹🥹","listText":"<a href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$</a>🥹🥹🥹","text":"$JPMorgan Chase(JPM)$🥹🥹🥹","images":[{"img":"https://community-static.tradeup.com/news/3c1917cac850f231681adc5a1981345c","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913467573","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9930403319,"gmtCreate":1661990968833,"gmtModify":1676536618307,"author":{"id":"3572016423421827","authorId":"3572016423421827","authorIdStr":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572016423421827"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9930403319","repostId":"1157036127","repostType":4,"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
