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TeckV

TeckV

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2023-06-15

Attractive and interesting 🤩

2023-03-18

Great ariticle, would you like to share it?

@Tiger_SG:🎁13 SG stocks' Dividend Yields Higher than Fixed Deposit Rates

2022-12-10

thanks

Better Buy: Microsoft vs. Amazon

2022-09-26

Waiting lo

If Not The Bottom, Then What?

2022-09-26

Rebalancing holding [LOL]

Tech Stocks Face Another 10% Drop or More as Strong Dollar Hits Profits

2022-09-26

Like so many great stock 😂

3 Blue Chip Stocks With Growth Potential You Can't Miss

2022-09-26

Tq

ETF Flow | Mild Interest Shown in Bottom-Hunting for European Stocks; Mid-Cap and Small-Cap ETFs Are the Biggest Losers

2022-09-21

It shall be maintained..CPI shows the past not future..Fed should have also foresee on slow down in economy which lead to minimum expense and coming down of inflation.. 1.0 should only be announced when there is no coming down signal on inflation..

2022-09-20

Good info

Palantir: From Stock Market Darling To A Fallen Angel

2022-08-16

Watchlist already

2 Red-Hot Growth Stocks to Buy in 2022 and Beyond

2022-08-11

Reversal? Or rebound? [serious]

Pre-Bell｜Dow Futures Gained Another 200 Points After PPI Report; This Monkeypox Stock Surged Over 70% in 2 Days

2022-07-31

Noted.

SPY: The Bears Will Be Left Holding A Participation Trophy

2022-07-24

Thks..good info

There Are Signs Inflation May Have Peaked, but Can It Come Down Fast Enough?

2022-07-23

Great info..thanks

QQQ vs. QQQM vs. QQQJ: What To Expect From The Big 3 Nasdaq ETFs

2022-07-13

Market very sensitive....[LOL]

MSFT Stock Slides as Microsoft Announces "Structural Adjustment"

2022-07-09

Ok

Why NVIDIA Stock Got Beat by the Market Today

2022-06-25

[Like]

Is Nvidia Stock a Buy Now?

2022-06-24

[Like]

Why Alibaba, Nio, Chinese Peers Are Trading Higher in Hong Kong Today

2022-05-28

Reversal soon?

Sorry, the original content has been removed

2022-05-28

Good

Alibaba Earnings: Back Up The Truck

Go to Tiger App to see more news

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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943393936","repostId":"9940432414","repostType":1,"repost":{"id":9940432414,"gmtCreate":1678103134438,"gmtModify":1678256126095,"author":{"id":"4106547232749330","authorId":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106547232749330","authorIdStr":"4106547232749330"},"themes":[],"title":"🎁13 SG stocks' Dividend Yields Higher than Fixed Deposit Rates","htmlText":"Hi&nbsp;Tigers,Welcome&nbsp;to&nbsp;check&nbsp;the latest High&nbsp;Dividend Yields lists&nbsp;of 13 SGX&nbsp;companies whose Yields exceed the 12 months Fixed Deposit Rates of most SG banks.&nbsp;Welcome&nbsp;to&nbsp;find&nbsp;and&nbsp;share&nbsp;your&nbsp;most&nbsp;bullished&nbsp;one.Best Fixed Deposit Rates(MAR 2023)Notes: Fixed deposit interest rates listed here are mostly promotional interest rates that change monthly, and some might not even have a specific expiry date.The 13 High Dividend Yeilds stocks are as belowCompanyMarket Value (SGD)Current Price (SGD)Dividend YieldYTD 2023Industry<a target=\"_blank\" href=\"https://ttm.financial/S/E5H.SI\">$GOLDEN AGRI-RESOURCES LTD(E5H.SI)$</a>3.61 B0.286.70%14.00%Agriculture Products<a target=\"_blank\" href=\"https://ttm.financial/S/BN4.SI\">$KEPP</a>","listText":"Hi&nbsp;Tigers,Welcome&nbsp;to&nbsp;check&nbsp;the latest High&nbsp;Dividend Yields lists&nbsp;of 13 SGX&nbsp;companies whose Yields exceed the 12 months Fixed Deposit Rates of most SG banks.&nbsp;Welcome&nbsp;to&nbsp;find&nbsp;and&nbsp;share&nbsp;your&nbsp;most&nbsp;bullished&nbsp;one.Best Fixed Deposit Rates(MAR 2023)Notes: Fixed deposit interest rates listed here are mostly promotional interest rates that change monthly, and some might not even have a specific expiry date.The 13 High Dividend Yeilds stocks are as belowCompanyMarket Value (SGD)Current Price (SGD)Dividend YieldYTD 2023Industry<a target=\"_blank\" href=\"https://ttm.financial/S/E5H.SI\">$GOLDEN AGRI-RESOURCES LTD(E5H.SI)$</a>3.61 B0.286.70%14.00%Agriculture Products<a target=\"_blank\" href=\"https://ttm.financial/S/BN4.SI\">$KEPP</a>","text":"Hi Tigers,Welcome to check the latest High Dividend Yields lists of 13 SGX companies whose Yields exceed the 12 months Fixed Deposit Rates of most SG banks. Welcome to find and share your most bullished one.Best Fixed Deposit Rates(MAR 2023)Notes: Fixed deposit interest rates listed here are mostly promotional interest rates that change monthly, and some might not even have a specific expiry date.The 13 High Dividend Yeilds stocks are as belowCompanyMarket Value (SGD)Current Price (SGD)Dividend YieldYTD 2023Industry$GOLDEN AGRI-RESOURCES LTD(E5H.SI)$3.61 B0.286.70%14.00%Agriculture Products$KEPP","images":[{"img":"https://community-static.tradeup.com/news/cffdb8901d5680044b9fb30c156f8628","width":"1037","height":"564"},{"img":"https://community-static.tradeup.com/news/2942a2228f6312087b62db01057925ab","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/7a7567bb83b3467b5630a65e606a569e","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940432414","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929650444,"gmtCreate":1670654532288,"gmtModify":1676538413447,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"thanks","listText":"thanks","text":"thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929650444","repostId":"2290238146","repostType":4,"repost":{"id":"2290238146","kind":"highlight","pubTimestamp":1670638098,"share":"https://ttm.financial/m/news/2290238146?lang=&edition=fundamental","pubTime":"2022-12-10 10:08","market":"us","language":"en","title":"Better Buy: Microsoft vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2290238146","media":"Motley Fool","summary":"These two giants have one area where they compete against each other.","content":"<html><head></head><body><p>Two of the largest companies globally are <b>Microsoft</b> and <b>Amazon</b>. Combined, they have brought in $705 billion in revenue over the past 12 months, but that number pales in comparison to the growth trajectories both companies are on.</p><p>Is there an advantage that either stock has that investors should pinpoint? Or are they both evenly matched? Let&#39;s find out.</p><h2>A common offering is the future for both</h2><p>These two businesses hardly needs an introduction. Amazon&#39;s e-commerce platform has become the go-to place for nearly all shopping needs. Microsoft&#39;s Office products are standard for most computers, and it has a consumer product segment offering laptops and gaming consoles.</p><p>However, the most important segment for both companies&#39; future may well be cloud computing. Microsoft&#39;s Azure and Amazon Web Services (AWS) are the industry leaders, each maintaining an impressive market share.</p><table border=\"1\"><tbody><tr><th>Company</th><th>Rank</th><th>Market Share</th></tr><tr><td><b>Amazon</b></td><td>1st</td><td>34%</td></tr><tr><td><b>Microsoft</b></td><td>2nd</td><td>21%</td></tr><tr><td><b>Alphabet </b>(Google Cloud)</td><td>3rd</td><td>11%</td></tr></tbody></table><p>Data source: Synergy Research Group.</p><p>That&#39;s a commanding lead over third-place Google Cloud. Additionally, each saw impressive revenue growth, with AWS rising 27% and Microsoft rising 35% year over year in their latest quarters. That growth is expected to continue for some time. Precedence Research expects the industry to grow at a compound annual rate of 17.4% from 2022 to 2030, eventually reaching a $1.6 trillion market.</p><p>Say Amazon and Microsoft can retain their current market share in cloud computing. This would put potential 2030 revenue for this segment at $544 billion for Amazon and $336 billion for Microsoft. That&#39;s impressive considering that Amazon&#39;s trailing-12-month revenue was $502 billion and Microsoft&#39;s was $203 billion. It&#39;s an opportunity for massive growth apart from their other businesses.</p><p>Looking at it another way, that $336 billion would be more than double Microsoft&#39;s non-Azure revenue today, by my estimate. By comparison, the projected $554 billion for Amazon&#39;s AWS business would be just a little over 30% more than its non-AWS revenue today. So cloud computing could have a much bigger impact down the road for Microsoft&#39;s revenue.</p><p>However, on the bottom line, cloud computing could be more meaningful for Amazon, because AWS has a higher margin than the e-commerce revenue. In fact, it&#39;s Amazon&#39;s only profitable segment right now.</p><p>At Amazon, AWS is also funding other business segments. At Microsoft, Azure is complementary. This skews the future outlook in Microsoft&#39;s favor.</p><h2>Amazon is the better value</h2><p>However, stock valuation also has a role to play. Amazon isn&#39;t profitable, while Microsoft is, so comparing earnings or free cash flow isn&#39;t going to yield a helpful comparison. Plus, Amazon&#39;s commerce business is inherently low margin, even when profitable. So a direct comparison isn&#39;t possible. However, we can value each company in its own way.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11b2c6b09932649414501fa819d125f\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/><span>MSFT PS Ratio data by YCharts</span></p><p>Microsoft&#39;s price-to-earnings ratio of 27.5 is rich although not quite as expensive as it&#39;s been over the past couple of years. Microsoft&#39;s execution and consistency have earned it its premium, but the company must continue to execute at a high level to maintain its valuation.</p><p>Moving to Amazon, if we value its AWS business at 9.4 times sales (the same as Microsoft) and its retail business at 0.7 times sales (the same as <b>Walmart</b>), you&#39;d get a valuation like this below.</p><table border=\"1\"><tbody><tr><th>Amazon Segment</th><th>Trailing-12-Month Revenue</th><th>Segment Price-to-Sales Ratio</th><th>Segment Market Cap</th></tr><tr><td>AWS</td><td>$76.5 billion</td><td>9.4</td><td>$719.1 billion</td></tr><tr><td>Commerce</td><td>$425.7 billion</td><td>0.7</td><td>$298.0 billion</td></tr></tbody></table><p>Data source: Amazon and YCharts.</p><p>Adding those two segments together gives Amazon a theoretical valuation of $1.017 trillion, yet the stock is valued at $960 billion. This shows that it is potentially undervalued.</p><p>Over the long run, premium valuations can be overcome by solid execution and growth -- something Microsoft has demonstrated. Because of that, I think Microsoft is the better buy today although Amazon is still a strong company too. There&#39;s a lot of uncertainty with Amazon&#39;s commerce business, and so that gives Microsoft the edge.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Microsoft vs. Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Buy: Microsoft vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-10 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/09/better-buy-microsoft-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Two of the largest companies globally are Microsoft and Amazon. Combined, they have brought in $705 billion in revenue over the past 12 months, but that number pales in comparison to the growth ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/09/better-buy-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2022/12/09/better-buy-microsoft-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290238146","content_text":"Two of the largest companies globally are Microsoft and Amazon. Combined, they have brought in $705 billion in revenue over the past 12 months, but that number pales in comparison to the growth trajectories both companies are on.Is there an advantage that either stock has that investors should pinpoint? Or are they both evenly matched? Let's find out.A common offering is the future for bothThese two businesses hardly needs an introduction. Amazon's e-commerce platform has become the go-to place for nearly all shopping needs. Microsoft's Office products are standard for most computers, and it has a consumer product segment offering laptops and gaming consoles.However, the most important segment for both companies' future may well be cloud computing. Microsoft's Azure and Amazon Web Services (AWS) are the industry leaders, each maintaining an impressive market share.CompanyRankMarket ShareAmazon1st34%Microsoft2nd21%Alphabet (Google Cloud)3rd11%Data source: Synergy Research Group.That's a commanding lead over third-place Google Cloud. Additionally, each saw impressive revenue growth, with AWS rising 27% and Microsoft rising 35% year over year in their latest quarters. That growth is expected to continue for some time. Precedence Research expects the industry to grow at a compound annual rate of 17.4% from 2022 to 2030, eventually reaching a $1.6 trillion market.Say Amazon and Microsoft can retain their current market share in cloud computing. This would put potential 2030 revenue for this segment at $544 billion for Amazon and $336 billion for Microsoft. That's impressive considering that Amazon's trailing-12-month revenue was $502 billion and Microsoft's was $203 billion. It's an opportunity for massive growth apart from their other businesses.Looking at it another way, that $336 billion would be more than double Microsoft's non-Azure revenue today, by my estimate. By comparison, the projected $554 billion for Amazon's AWS business would be just a little over 30% more than its non-AWS revenue today. So cloud computing could have a much bigger impact down the road for Microsoft's revenue.However, on the bottom line, cloud computing could be more meaningful for Amazon, because AWS has a higher margin than the e-commerce revenue. In fact, it's Amazon's only profitable segment right now.At Amazon, AWS is also funding other business segments. At Microsoft, Azure is complementary. This skews the future outlook in Microsoft's favor.Amazon is the better valueHowever, stock valuation also has a role to play. Amazon isn't profitable, while Microsoft is, so comparing earnings or free cash flow isn't going to yield a helpful comparison. Plus, Amazon's commerce business is inherently low margin, even when profitable. So a direct comparison isn't possible. However, we can value each company in its own way.MSFT PS Ratio data by YChartsMicrosoft's price-to-earnings ratio of 27.5 is rich although not quite as expensive as it's been over the past couple of years. Microsoft's execution and consistency have earned it its premium, but the company must continue to execute at a high level to maintain its valuation.Moving to Amazon, if we value its AWS business at 9.4 times sales (the same as Microsoft) and its retail business at 0.7 times sales (the same as Walmart), you'd get a valuation like this below.Amazon SegmentTrailing-12-Month RevenueSegment Price-to-Sales RatioSegment Market CapAWS$76.5 billion9.4$719.1 billionCommerce$425.7 billion0.7$298.0 billionData source: Amazon and YCharts.Adding those two segments together gives Amazon a theoretical valuation of $1.017 trillion, yet the stock is valued at $960 billion. This shows that it is potentially undervalued.Over the long run, premium valuations can be overcome by solid execution and growth -- something Microsoft has demonstrated. Because of that, I think Microsoft is the better buy today although Amazon is still a strong company too. There's a lot of uncertainty with Amazon's commerce business, and so that gives Microsoft the edge.","news_type":1},"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911877575,"gmtCreate":1664184294998,"gmtModify":1676537405216,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Waiting lo","listText":"Waiting lo","text":"Waiting lo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9911877575","repostId":"1154262778","repostType":4,"repost":{"id":"1154262778","kind":"news","pubTimestamp":1664205477,"share":"https://ttm.financial/m/news/1154262778?lang=&edition=fundamental","pubTime":"2022-09-26 23:17","market":"us","language":"en","title":"If Not The Bottom, Then What?","url":"https://stock-news.laohu8.com/highlight/detail?id=1154262778","media":"Seeking Alpha","summary":"SummaryLeading central bank interest rates, set by to fight inflation, are attempting to peak in the","content":"<html><head></head><body><h3>Summary</h3><ul><li>Leading central bank interest rates, set by to fight inflation, are attempting to peak in the near future.</li><li>With sub-4% rates for US Treasuries, 10-year high-grade corporates at 4.6%, and medium-grades at 5.23%, the premium for government paper appears to be in place. However, it’s insufficient if demand curtailment works and drives up defaults.</li><li>Did Friday’s stock market decline signal a bottom? Possibly, but it did not completely fit historical patterns.</li></ul><h3>Caveat</h3><p>We admit we don’t know what the future holds for us. I am falling back on my instinct to view things as bets with their own uncertain odds.</p><h3>Investment Markets Decline on September 23rd</h3><p>Leading central bank interest rates, sertt by to fight inflation, are attempting to peak in the near future. (My guess is that they won’t be successful at current levels until they switch from attempting to reduce demand to increasing supply, which is more difficult.) With sub-4% rates for US Treasuries, 10-year high-grade corporates at 4.6%, and medium-grades at 5.23%, the premium for government paper appears to be in place. However, it’s insufficient if demand curtailment works and drives up defaults.</p><p>The battle against industrial goods inflation may be close to won, with the year-over-year change in the JOC-ECRI industrial price at -9.69%, gasoline demand down almost -8%, and distillates down about -16%. (I think it is going to be more difficult to address inflation in services, which is mostly comprised of wages for talented people.) Furthermore, food prices are much more dependent on the global decline in land use and availability.</p><p>As usual, the high-quality fixed-income markets are more advanced than the equity markets.</p><p>Did Friday’s stock market decline signal a bottom? Possibly, but it did not completely fit historical patterns. While the Dow Jones Industrial Average established a new low for the year, the S&amp;P 500 was the third-lowest, and the Nasdaq the fifth-lowest. Considering the latter two indices had greater gains, the fall of the DJIA is less impressive. While there was an increase in transaction volume from a low base, it was not impressive. There are no signs of mass capitulation at public or institutional levels.</p><h3>Outlook</h3><p>There are four possible paths forward. In order of time, magnitude and pain, they are:</p><p>A bear market without a recession has happened a few times and is largely a price correction. We are closing in on that.</p><p>A cyclical recession is usually driven by commodity prices or other supply issues. This is satisfactorily addressed in a few years.</p><p>A structural recession due to systemic imbalances of power and leadership requires major changes, which drastically alter society. Depending on the level of violence, it can take many years.</p><p>Stagflation, where a portion of the society/economy sacrifices involuntarily to the other until there is a counter-revolutionary force. There is usually a period of mismanagement and legal turmoil. We have experienced two periods like this in the past beginning in the 1930s and 1970s.</p><p>Each alternative is possible. Prudent investors should make up their own minds as to what is probable for their beneficiaries and careers. (To be discussed later.)</p><p>Before choosing your expected future, there is a new threat and lesson which surfaced this week.</p><h3>London’s Future Lesson and Threat</h3><p>This week, the brand-new Prime Minister announced a very expensive plan of pump-priming and tax reduction for individuals. The reaction of the London investment market and currency was shock and fear. The former US Secretary of Treasury and former President of Harvard summed up the view of many on both sides of the Atlantic that these were “the worst possible policies”.</p><p>There are two lessons for the US from these policies which march down the same road as the current US administration.</p><p>The lesson for US and other investors is that the value of one’s currency shapes the willingness of foreigners to invest in the currency. The independent Bank of England, their central bank, raised interest rates by 100 basis points earlier in the week before this announcement. On Friday, there was a call for the BOE to immediately raise rates another 100 basis points.</p><p>This controversy is important for the US with its highly rated currency, which somewhat ironically had the second-biggest gain for the week, according to The Wall Street Journal. (The only currency that had a bigger gain was the Russian ruble, +4.54% vs.+2.57%.)</p><p>Investors, traders, and customers look at the currency behind the source of earnings in today’s currency markets. We are all familiar with the “Petrodollar”, which is based on the earnings derived from petroleum production and sale. To some degree, the tag of Petrodollar has also been placed on the currencies of Russia and Canada, among others, in addition to various Middle Eastern countries.</p><p>While it hasn’t been popularly done before, I believe we may now see a financial pound label placed on the British currency. A major part of its earnings come from its transaction markets and multinationals headquartered in the UK with export earnings, as well as contributions from my wife at her favorite shopping location.</p><p>We should watch what happens in the UK as an indication of a possible trend for the US.</p><h3>Investing Equity Reserves</h3><p>Last week’s blog suggested a tactical plan to reinvest reserves coming from equity investments, or from cash flows to be invested in equities.</p><p>Investors will be benefit from dollar-cost averaging, no matter which frequency is used. They will also benefit from the selection of one of the four alternative futures outlined above.</p><p>The most important long-term decision regarding the ultimate value of the account is to not get too comfortable with cash reserves while interest rates earn single-digit returns. This will be costly, as stock markets go up as rates come down, resulting in some principal loss. More important, time not invested in equities at low prices will be lost. For taxable investors, the difference in taxes on interest and gains can be meaningful, particularly in well-constructed estates.</p><p>In making choices where time horizon is appropriate for your investments, I expect the last two scenarios to be the most likely, based on today’s information. For example, Walmart (WMT) is not building inventory and staff for the holiday season. Their shoppers, for the most part, are modest-income, savvy buyers. If Walmart is not expecting a good holiday season for itself, one should question how quickly inflation will drop below 5%.</p><p>Typically, a well-known name disappears from the marketplace due to severe financial trouble. None has so far, but you might see a rescue merger or court action.</p><p>I have no inside information, but I am concerned that reported earnings and, more importantly, values are overstated for the current economy, making market valuations questionable. One such possible company is Credit Suisse (CS). The pundits are quoting it as selling for almost 20% of book value! I am sure this is not a singular situation.</p><p>Please share your views.</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>If Not The Bottom, Then What?</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\">\nIf Not The Bottom, Then What?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-26 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543053-if-not-bottom-then-what><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLeading central bank interest rates, set by to fight inflation, are attempting to peak in the near future.With sub-4% rates for US Treasuries, 10-year high-grade corporates at 4.6%, and medium-...</p>\n\n<a href=\"https://seekingalpha.com/article/4543053-if-not-bottom-then-what\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4543053-if-not-bottom-then-what","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154262778","content_text":"SummaryLeading central bank interest rates, set by to fight inflation, are attempting to peak in the near future.With sub-4% rates for US Treasuries, 10-year high-grade corporates at 4.6%, and medium-grades at 5.23%, the premium for government paper appears to be in place. However, it’s insufficient if demand curtailment works and drives up defaults.Did Friday’s stock market decline signal a bottom? Possibly, but it did not completely fit historical patterns.CaveatWe admit we don’t know what the future holds for us. I am falling back on my instinct to view things as bets with their own uncertain odds.Investment Markets Decline on September 23rdLeading central bank interest rates, sertt by to fight inflation, are attempting to peak in the near future. (My guess is that they won’t be successful at current levels until they switch from attempting to reduce demand to increasing supply, which is more difficult.) With sub-4% rates for US Treasuries, 10-year high-grade corporates at 4.6%, and medium-grades at 5.23%, the premium for government paper appears to be in place. However, it’s insufficient if demand curtailment works and drives up defaults.The battle against industrial goods inflation may be close to won, with the year-over-year change in the JOC-ECRI industrial price at -9.69%, gasoline demand down almost -8%, and distillates down about -16%. (I think it is going to be more difficult to address inflation in services, which is mostly comprised of wages for talented people.) Furthermore, food prices are much more dependent on the global decline in land use and availability.As usual, the high-quality fixed-income markets are more advanced than the equity markets.Did Friday’s stock market decline signal a bottom? Possibly, but it did not completely fit historical patterns. While the Dow Jones Industrial Average established a new low for the year, the S&P 500 was the third-lowest, and the Nasdaq the fifth-lowest. Considering the latter two indices had greater gains, the fall of the DJIA is less impressive. While there was an increase in transaction volume from a low base, it was not impressive. There are no signs of mass capitulation at public or institutional levels.OutlookThere are four possible paths forward. In order of time, magnitude and pain, they are:A bear market without a recession has happened a few times and is largely a price correction. We are closing in on that.A cyclical recession is usually driven by commodity prices or other supply issues. This is satisfactorily addressed in a few years.A structural recession due to systemic imbalances of power and leadership requires major changes, which drastically alter society. Depending on the level of violence, it can take many years.Stagflation, where a portion of the society/economy sacrifices involuntarily to the other until there is a counter-revolutionary force. There is usually a period of mismanagement and legal turmoil. We have experienced two periods like this in the past beginning in the 1930s and 1970s.Each alternative is possible. Prudent investors should make up their own minds as to what is probable for their beneficiaries and careers. (To be discussed later.)Before choosing your expected future, there is a new threat and lesson which surfaced this week.London’s Future Lesson and ThreatThis week, the brand-new Prime Minister announced a very expensive plan of pump-priming and tax reduction for individuals. The reaction of the London investment market and currency was shock and fear. The former US Secretary of Treasury and former President of Harvard summed up the view of many on both sides of the Atlantic that these were “the worst possible policies”.There are two lessons for the US from these policies which march down the same road as the current US administration.The lesson for US and other investors is that the value of one’s currency shapes the willingness of foreigners to invest in the currency. The independent Bank of England, their central bank, raised interest rates by 100 basis points earlier in the week before this announcement. On Friday, there was a call for the BOE to immediately raise rates another 100 basis points.This controversy is important for the US with its highly rated currency, which somewhat ironically had the second-biggest gain for the week, according to The Wall Street Journal. (The only currency that had a bigger gain was the Russian ruble, +4.54% vs.+2.57%.)Investors, traders, and customers look at the currency behind the source of earnings in today’s currency markets. We are all familiar with the “Petrodollar”, which is based on the earnings derived from petroleum production and sale. To some degree, the tag of Petrodollar has also been placed on the currencies of Russia and Canada, among others, in addition to various Middle Eastern countries.While it hasn’t been popularly done before, I believe we may now see a financial pound label placed on the British currency. A major part of its earnings come from its transaction markets and multinationals headquartered in the UK with export earnings, as well as contributions from my wife at her favorite shopping location.We should watch what happens in the UK as an indication of a possible trend for the US.Investing Equity ReservesLast week’s blog suggested a tactical plan to reinvest reserves coming from equity investments, or from cash flows to be invested in equities.Investors will be benefit from dollar-cost averaging, no matter which frequency is used. They will also benefit from the selection of one of the four alternative futures outlined above.The most important long-term decision regarding the ultimate value of the account is to not get too comfortable with cash reserves while interest rates earn single-digit returns. This will be costly, as stock markets go up as rates come down, resulting in some principal loss. More important, time not invested in equities at low prices will be lost. For taxable investors, the difference in taxes on interest and gains can be meaningful, particularly in well-constructed estates.In making choices where time horizon is appropriate for your investments, I expect the last two scenarios to be the most likely, based on today’s information. For example, Walmart (WMT) is not building inventory and staff for the holiday season. Their shoppers, for the most part, are modest-income, savvy buyers. If Walmart is not expecting a good holiday season for itself, one should question how quickly inflation will drop below 5%.Typically, a well-known name disappears from the marketplace due to severe financial trouble. None has so far, but you might see a rescue merger or court action.I have no inside information, but I am concerned that reported earnings and, more importantly, values are overstated for the current economy, making market valuations questionable. One such possible company is Credit Suisse (CS). The pundits are quoting it as selling for almost 20% of book value! I am sure this is not a singular situation.Please share your views.","news_type":1},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911877693,"gmtCreate":1664184252312,"gmtModify":1676537405201,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Rebalancing holding&nbsp;[LOL]&nbsp;","listText":"Rebalancing holding&nbsp;[LOL]&nbsp;","text":"Rebalancing holding [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9911877693","repostId":"1131898269","repostType":4,"repost":{"id":"1131898269","kind":"news","pubTimestamp":1664268427,"share":"https://ttm.financial/m/news/1131898269?lang=&edition=fundamental","pubTime":"2022-09-27 16:47","market":"us","language":"en","title":"Tech Stocks Face Another 10% Drop or More as Strong Dollar Hits Profits","url":"https://stock-news.laohu8.com/highlight/detail?id=1131898269","media":"Bloomberg","summary":"The great tech selloff of 2022 is far from over as investors brace for earnings misses that may spur","content":"<html><head></head><body><p>The great tech selloff of 2022 is far from over as investors brace for earnings misses that may spur a more than 10% plunge in the Nasdaq 100.</p><p>More than two-thirds of 914 respondents in the MLIV Pulse survey think profits of the technology companies will disappoint the market throughout 2022. Firms including Alphabet Inc.’s Google are at risk of advertisers cutting spending as the global economy struggles, while streaming services including Netflix Inc. face an exodus of price-sensitive subscribers with consumers tightening their belts.</p><p><img src=\"https://static.tigerbbs.com/9086cdd8783179a78c942507cfca6fec\" tg-width=\"642\" tg-height=\"253\" referrerpolicy=\"no-referrer\"/>The Nasdaq 100 is down about 31% so far this year, wiping trillions of dollars in market value, as investors reassess the post-pandemic value of many business models. Interest-rate hikes are hitting stocks and diminishing the value of their future earnings. Inflation is driving up costs, while a stronger dollar is weighing on profits and the threat of recession is growing. Retailers such as Amazon.com Inc. are finding some their direct responses to the Covid-19 pandemic — such as massive investments in warehouses and workers to pack products in them — are coming back to bite them.</p><p>Apple Inc. said it will raise the price of its App Store purchases across Asia and countries that use the euro, as the value of foreign currencies collapses relative to the dollar. Microsoft Corp. lowered its forecast because of the currency’s strength in June. And in July, Sony Group Corp. warned investors about the impact of the global economic slowdown, especially in Europe, and the adverse effects of the strong dollar on its financial results. The Bloomberg dollar index, which tracks greenback’s performance against 10 leading global currencies, has set new record since those announcements were made.</p><p>Tech’s earnings are projected to lag the S&amp;P 500 in the third and fourth quarters. Info tech’s earnings per share are estimated to fall 6.6% year-over-year in the third quarter, compared to a 3.2% gain for the overall S&amp;P 500, according to Bloomberg Intelligence data. The Nasdaq 100’s 12-month forward EPS has dropped about 2.9% since June 1, compared to a 0.8% drop for the S&amp;P 500.</p><p>Meanwhile, retail and professional investors are also bearish on the metaverse. More than 70% of MLIV Pulse respondents said they knew what the metaverse was but that it won&#39;t change the way they interact with people and businesses over the next two years. The sentiment sits awkwardly with how Mark Zuckerberg described the metaverse’s potential. It’s “the next frontier,” he said when the billionaire changed his company’s name from Facebook to Meta Platforms Inc.</p><p>His company said that investments in Reality Labs, the Meta division that makes hardware such as virtual-reality headsets, reduced operating profit by $10 billion in 2021. Computer-graphics chipmaker Nvidia Corp. wants its Omniverse platform to power some of the underlying framework for the metaverse, as does software-maker Unity Software Inc. Innumerable technology companies, both massive and minuscule, have big ambitions for the metaverse. Yet despite the grand promise from industry leaders, MLIV respondents are muted in their enthusiasm for its potential.</p><p><img src=\"https://static.tigerbbs.com/96ca59e248884093b17984a6e64babdb\" tg-width=\"674\" tg-height=\"423\" referrerpolicy=\"no-referrer\"/>On the bright side, technology companies that focus on sustainable and power-efficient products are likely to benefit from the unprecedented energy crisis in the wake of Russia’s invasion of Ukraine. After Russia restricted natural gas supplies to heavily-reliant neighbors, electricity prices surged to record levels, and governments are fighting off a potential economic collapse.</p><p>Investors see high power bills and scarcity of fuels boosting the development of green solutions. Retail players were the most optimistic, with 63% of respondents saying they believed a gas-and-oil crisis would encourage the development of sustainable electronics. Sixty percent of professional respondents agreed.</p><p>“If we had invested more in energy efficiency, and invested more in renewable energy, then we would be in a better position,” Rachel Kyte, the dean of the Fletcher School at Tufts University, said in a Bloomberg TV interview.</p><p><img src=\"https://static.tigerbbs.com/307d806237fb58d1cb9dd2e8abda803b\" tg-width=\"635\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/>“The nearly 5x surge in European gas prices over the past 12 months is providing a nice tailwind for clean energy equipment suppliers with companies like SolarEdge or Enphase on track to boost sales by more than 50% this year,” said Bloomberg Intelligence Senior Clean Energy Analyst Rob Barnett.</p><p>Respondents are somewhat more sanguine when it comes to their positioning. About a third said they planned to increase their exposure to tech stocks, just under a third said they’d reduce it, and the rest said they’d hold steady over the next six months. Tech remains attractive on some metrics, such as the current price-to-earnings ratio compared to its 10-year average, while companies like Apple are still big cash generators. More generally, it’s hard to avoid tech — the S&amp;P 500’s biggest sector by far at almost 27%.</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>Tech Stocks Face Another 10% Drop or More as Strong Dollar Hits Profits</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\">\nTech Stocks Face Another 10% Drop or More as Strong Dollar Hits Profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-27 16:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-25/nasdaq-100-faces-10-drop-as-inflation-hits-tech-profits><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The great tech selloff of 2022 is far from over as investors brace for earnings misses that may spur a more than 10% plunge in the Nasdaq 100.More than two-thirds of 914 respondents in the MLIV Pulse ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-25/nasdaq-100-faces-10-drop-as-inflation-hits-tech-profits\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","META":"Meta Platforms, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2022-09-25/nasdaq-100-faces-10-drop-as-inflation-hits-tech-profits","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131898269","content_text":"The great tech selloff of 2022 is far from over as investors brace for earnings misses that may spur a more than 10% plunge in the Nasdaq 100.More than two-thirds of 914 respondents in the MLIV Pulse survey think profits of the technology companies will disappoint the market throughout 2022. Firms including Alphabet Inc.’s Google are at risk of advertisers cutting spending as the global economy struggles, while streaming services including Netflix Inc. face an exodus of price-sensitive subscribers with consumers tightening their belts.The Nasdaq 100 is down about 31% so far this year, wiping trillions of dollars in market value, as investors reassess the post-pandemic value of many business models. Interest-rate hikes are hitting stocks and diminishing the value of their future earnings. Inflation is driving up costs, while a stronger dollar is weighing on profits and the threat of recession is growing. Retailers such as Amazon.com Inc. are finding some their direct responses to the Covid-19 pandemic — such as massive investments in warehouses and workers to pack products in them — are coming back to bite them.Apple Inc. said it will raise the price of its App Store purchases across Asia and countries that use the euro, as the value of foreign currencies collapses relative to the dollar. Microsoft Corp. lowered its forecast because of the currency’s strength in June. And in July, Sony Group Corp. warned investors about the impact of the global economic slowdown, especially in Europe, and the adverse effects of the strong dollar on its financial results. The Bloomberg dollar index, which tracks greenback’s performance against 10 leading global currencies, has set new record since those announcements were made.Tech’s earnings are projected to lag the S&P 500 in the third and fourth quarters. Info tech’s earnings per share are estimated to fall 6.6% year-over-year in the third quarter, compared to a 3.2% gain for the overall S&P 500, according to Bloomberg Intelligence data. The Nasdaq 100’s 12-month forward EPS has dropped about 2.9% since June 1, compared to a 0.8% drop for the S&P 500.Meanwhile, retail and professional investors are also bearish on the metaverse. More than 70% of MLIV Pulse respondents said they knew what the metaverse was but that it won't change the way they interact with people and businesses over the next two years. The sentiment sits awkwardly with how Mark Zuckerberg described the metaverse’s potential. It’s “the next frontier,” he said when the billionaire changed his company’s name from Facebook to Meta Platforms Inc.His company said that investments in Reality Labs, the Meta division that makes hardware such as virtual-reality headsets, reduced operating profit by $10 billion in 2021. Computer-graphics chipmaker Nvidia Corp. wants its Omniverse platform to power some of the underlying framework for the metaverse, as does software-maker Unity Software Inc. Innumerable technology companies, both massive and minuscule, have big ambitions for the metaverse. Yet despite the grand promise from industry leaders, MLIV respondents are muted in their enthusiasm for its potential.On the bright side, technology companies that focus on sustainable and power-efficient products are likely to benefit from the unprecedented energy crisis in the wake of Russia’s invasion of Ukraine. After Russia restricted natural gas supplies to heavily-reliant neighbors, electricity prices surged to record levels, and governments are fighting off a potential economic collapse.Investors see high power bills and scarcity of fuels boosting the development of green solutions. Retail players were the most optimistic, with 63% of respondents saying they believed a gas-and-oil crisis would encourage the development of sustainable electronics. Sixty percent of professional respondents agreed.“If we had invested more in energy efficiency, and invested more in renewable energy, then we would be in a better position,” Rachel Kyte, the dean of the Fletcher School at Tufts University, said in a Bloomberg TV interview.“The nearly 5x surge in European gas prices over the past 12 months is providing a nice tailwind for clean energy equipment suppliers with companies like SolarEdge or Enphase on track to boost sales by more than 50% this year,” said Bloomberg Intelligence Senior Clean Energy Analyst Rob Barnett.Respondents are somewhat more sanguine when it comes to their positioning. About a third said they planned to increase their exposure to tech stocks, just under a third said they’d reduce it, and the rest said they’d hold steady over the next six months. Tech remains attractive on some metrics, such as the current price-to-earnings ratio compared to its 10-year average, while companies like Apple are still big cash generators. More generally, it’s hard to avoid tech — the S&P 500’s biggest sector by far at almost 27%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911877003,"gmtCreate":1664184185502,"gmtModify":1676537405184,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Like so many great stock 😂","listText":"Like so many great stock 😂","text":"Like so many great stock 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911877003","repostId":"2270475153","repostType":4,"repost":{"id":"2270475153","kind":"highlight","pubTimestamp":1664171593,"share":"https://ttm.financial/m/news/2270475153?lang=&edition=fundamental","pubTime":"2022-09-26 13:53","market":"us","language":"en","title":"3 Blue Chip Stocks With Growth Potential You Can't Miss","url":"https://stock-news.laohu8.com/highlight/detail?id=2270475153","media":"Motley Fool","summary":"These companies face near-term risk coming from a slowing economy, but they are all transforming their businesses for long-term growth.","content":"<html><head></head><body><p><b>Honeywell International</b>, <b>ABB</b>, and <b>UPS</b> are three companies that are attractive to long-term investors. All three companies have management teams with the opportunity and commitment to generate significant value for investors for many years. Moreover, they <i>already </i>have actions in place that will result in substantial profit growth.</p><h2>1. Honeywell International</h2><p>Mature industrial conglomerates don&#39;t always have to be boring, low-growth affairs. Honeywell, for example, is teeming with growth initiatives, which management calls its &#34;breakthrough initiatives.&#34; They include Honeywell&#39;s software business, Honeywell Connected Enterprise, which customers can use to transform their businesses digitally. Examples include generating efficiencies in the performance of a building&#39;s systems using a mass of data gathered through wireless-enabled sensors to create actionable insights.</p><p>Quantinuum is a high-growth quantum computing company majority owned by Honeywell that management believes will generate $2 billion in annual sales by 2026.   Honeywell Unmanned Aerial Systems and Unmanned Aerial Mobility make avionics and propulsion systems for unmanned cargo vehicles and air taxis. The company recently inked a deal with <b>Archer Aviation</b> to provide technology on Archer&#39;s aircraft. Finally, its Sustainable Technology Solutions (STS) is a leader in renewable fuels, energy storage technology, and advanced plastics recycling. Management estimates STS will grow revenue from $200 million in 2021 to $700 million by 2024.</p><p>As a result of these growth initiatives, management earlier this year upgraded its estimate for long-term annual growth to 4%-7% compared to a previous target of 3%-5%. Trading on a forward price-to-earnings ratio of less than 18, Honeywell is a good value for its growth prospects.</p><h2>2. ABB</h2><p>This European industrial giant hasn&#39;t always been the best-run company in the industrial sector, but it has always owned an exciting collection of businesses. For example, it has one of the leading robotics companies in the world,and it&#39;s also one of the top players in discrete (or factory) automation and process automation (the processing of raw materials). These are all areas of growth in the new economy that emphasizes automated production and the use of digital technology to improve operational performance.</p><p>ABB benefits from the fact that the advancements in digital technology make automation more attractive, and increased adoption of automation increases digital adoption, increasing investment in digital technology. Furthermore, ABB&#39;s electrification solutions (including an EV charging business) are well positioned to take advantage of the ongoing trend toward electrification.</p><p>ABB has long had great businesses, and since taking over in 2020, CEO Bjorn Rosengren has put the company on a pathway to realizing its value through restructuring. It&#39;s a combination of operational restructuring (ditching ABB&#39;s former matrix structure), selling off non-core businesses, and focusing on increasing margins at the company. If Rosengren can realize this aim, then there&#39;s a substantive upside opportunity with the stock. Trading at less than 16 times Wall Street analysts&#39; earnings estimates for 2023, and with plenty of long-term growth potential, ABB is an attractive stock.</p><h2>3. UPS</h2><p>It&#39;s a bit of a myth that <b>Amazon</b>&#39;s move into delivery threatened the earnings potential of UPS and other delivery companies. In reality, there are more than enough e-commerce and other deliveries to go around, and UPS&#39; job is to maximize the profitability of doing so. Armed with this knowledge, CEO Carol Tomé&#39;s &#34;better, not bigger&#34; framework makes perfect sense -- UPS is not chasing volume for volume&#39;s sake. Instead, it&#39;s maximizing the profitability of its deliveries. One way it&#39;s doing this is through its transformational strategy of building relationships with targeted markets, including small and medium-sized businesses and healthcare companies.</p><p>There are concerns about its near-term prospects due to its exposure to the overall economy. However, the evidence is that UPS&#39; strategy is working. For example, its delivery volumes have actually been <i>declining </i>even as revenue and profits keep growing. Therefore, if Tomé continues to increase margin and earnings in the coming years, UPS will be a smart buy for investors. UPS trades at less than 13 times Wall Street earnings estimates for 2023 and represents a good value for investors willing to stomach some near-term downside risk.</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>3 Blue Chip Stocks With Growth Potential You Can't Miss</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\">\n3 Blue Chip Stocks With Growth Potential You Can't Miss\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-26 13:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/25/3-blue-chip-stocks-with-growth-potential-you-cant/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Honeywell International, ABB, and UPS are three companies that are attractive to long-term investors. All three companies have management teams with the opportunity and commitment to generate ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/25/3-blue-chip-stocks-with-growth-potential-you-cant/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HON":"霍尼韦尔","ABB":"阿西布朗勃法瑞公司","UPS":"联合包裹"},"source_url":"https://www.fool.com/investing/2022/09/25/3-blue-chip-stocks-with-growth-potential-you-cant/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270475153","content_text":"Honeywell International, ABB, and UPS are three companies that are attractive to long-term investors. All three companies have management teams with the opportunity and commitment to generate significant value for investors for many years. Moreover, they already have actions in place that will result in substantial profit growth.1. Honeywell InternationalMature industrial conglomerates don't always have to be boring, low-growth affairs. Honeywell, for example, is teeming with growth initiatives, which management calls its \"breakthrough initiatives.\" They include Honeywell's software business, Honeywell Connected Enterprise, which customers can use to transform their businesses digitally. Examples include generating efficiencies in the performance of a building's systems using a mass of data gathered through wireless-enabled sensors to create actionable insights.Quantinuum is a high-growth quantum computing company majority owned by Honeywell that management believes will generate $2 billion in annual sales by 2026.   Honeywell Unmanned Aerial Systems and Unmanned Aerial Mobility make avionics and propulsion systems for unmanned cargo vehicles and air taxis. The company recently inked a deal with Archer Aviation to provide technology on Archer's aircraft. Finally, its Sustainable Technology Solutions (STS) is a leader in renewable fuels, energy storage technology, and advanced plastics recycling. Management estimates STS will grow revenue from $200 million in 2021 to $700 million by 2024.As a result of these growth initiatives, management earlier this year upgraded its estimate for long-term annual growth to 4%-7% compared to a previous target of 3%-5%. Trading on a forward price-to-earnings ratio of less than 18, Honeywell is a good value for its growth prospects.2. ABBThis European industrial giant hasn't always been the best-run company in the industrial sector, but it has always owned an exciting collection of businesses. For example, it has one of the leading robotics companies in the world,and it's also one of the top players in discrete (or factory) automation and process automation (the processing of raw materials). These are all areas of growth in the new economy that emphasizes automated production and the use of digital technology to improve operational performance.ABB benefits from the fact that the advancements in digital technology make automation more attractive, and increased adoption of automation increases digital adoption, increasing investment in digital technology. Furthermore, ABB's electrification solutions (including an EV charging business) are well positioned to take advantage of the ongoing trend toward electrification.ABB has long had great businesses, and since taking over in 2020, CEO Bjorn Rosengren has put the company on a pathway to realizing its value through restructuring. It's a combination of operational restructuring (ditching ABB's former matrix structure), selling off non-core businesses, and focusing on increasing margins at the company. If Rosengren can realize this aim, then there's a substantive upside opportunity with the stock. Trading at less than 16 times Wall Street analysts' earnings estimates for 2023, and with plenty of long-term growth potential, ABB is an attractive stock.3. UPSIt's a bit of a myth that Amazon's move into delivery threatened the earnings potential of UPS and other delivery companies. In reality, there are more than enough e-commerce and other deliveries to go around, and UPS' job is to maximize the profitability of doing so. Armed with this knowledge, CEO Carol Tomé's \"better, not bigger\" framework makes perfect sense -- UPS is not chasing volume for volume's sake. Instead, it's maximizing the profitability of its deliveries. One way it's doing this is through its transformational strategy of building relationships with targeted markets, including small and medium-sized businesses and healthcare companies.There are concerns about its near-term prospects due to its exposure to the overall economy. However, the evidence is that UPS' strategy is working. For example, its delivery volumes have actually been declining even as revenue and profits keep growing. Therefore, if Tomé continues to increase margin and earnings in the coming years, UPS will be a smart buy for investors. UPS trades at less than 13 times Wall Street earnings estimates for 2023 and represents a good value for investors willing to stomach some near-term downside risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911874778,"gmtCreate":1664184155794,"gmtModify":1676537405176,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Tq","listText":"Tq","text":"Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9911874778","repostId":"1139946855","repostType":4,"repost":{"id":"1139946855","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664182002,"share":"https://ttm.financial/m/news/1139946855?lang=&edition=fundamental","pubTime":"2022-09-26 16:46","market":"other","language":"en","title":"ETF Flow | Mild Interest Shown in Bottom-Hunting for European Stocks; Mid-Cap and Small-Cap ETFs Are the Biggest Losers","url":"https://stock-news.laohu8.com/highlight/detail?id=1139946855","media":"Tiger Newspress","summary":"Market OverviewWall Street's main indexes slumped to close well down last Friday(Sep.23), as rattled","content":"<html><head></head><body><h2>Market Overview</h2><p>Wall Street&#39;s main indexes slumped to close well down last Friday(Sep.23), as rattled investors continued repositioning themselves to reflect fears the U.S. Federal Reserve&#39;s hawkish rate policy to curb inflation will push the American economy into recession.</p><p>The Dow Jones Industrial Average fell 486.27 points, or 1.62%, to 29,590.41, the S&amp;P 500 lost 64.76 points, or 1.72%, to 3,693.23 and the Nasdaq Composite dropped 198.88 points, or 1.8%, to 10,867.93.</p><h2>Top 10 ETF Creations(Sep.19-Sep.23)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36bf12e60f063ce1551d97ac82c858e8\" tg-width=\"480\" tg-height=\"210\" referrerpolicy=\"no-referrer\"/><span>Source: Bloomberg</span></p><p><b><a href=\"https://laohu8.com/S/ITOT\">iShares Core S&amp;P Total U.S. Stock Market ETF</a></b> and <b><a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000 ETF</a></b> saw large inflows of $1765.41 million and $1176.58 million respectively, while BBEU saw inflows of$531.2million, reflecting that investors began bottom-hunting for European stocks.</p><p>When talking about sector ETFs, <b><a href=\"https://laohu8.com/S/IGV\">iShares Expanded Tech-Software Sector ETF</a></b> and <b><a href=\"https://laohu8.com/S/SMH\">VanEck Vectors Semiconductor ETF</a></b> saw medium inflows of $359.23 million and $300.99 million respectively, showing an increase of investor enthusiasm for software and semiconductor stocks.</p><h2>Top 10 ETF Redemptions(Sep.19-Sep.23)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c1238fe5d24e50fa9e7bbfa18285b07\" tg-width=\"480\" tg-height=\"210\" referrerpolicy=\"no-referrer\"/><span>Source: Bloomberg</span></p><p><b><a href=\"https://laohu8.com/S/VTI\">Vanguard Total Stock Market ETF</a></b> ranks first among Top 10 ETF outflow. It slid 1.73% last Friday and hit a three-month low. However, another cap-weighted index fund <b><a href=\"https://laohu8.com/S/ITOT\">iShares Core S&amp;P Total U.S. Stock Market ETF</a></b> saw an inflow of $1765.41 million. As a whole, investors were trying to keep away from them last week.</p><p>Both Mid-cap ETFs and Small-Cap ETFs are not welcome last week. For the former part, a total amount of $1882.83 million of <b><a href=\"https://laohu8.com/S/VO\">Vanguard Mid-Cap ETF</a></b> outflowed last week. For the latter part, <b><a href=\"https://laohu8.com/S/VB\">Vanguard Small-Cap ETF</a></b> and <b><a href=\"https://laohu8.com/S/VBR\">Vanguard Small-Cap Value ETF</a></b> saw a $2,502.24 million outflow last week.</p><p>Regarding sector ETFs, <b><a href=\"https://laohu8.com/S/XLF\">Financial Select Sector SPDR Fund</a></b>, <b><a href=\"https://laohu8.com/S/XBI\">Spdr S&amp;P Biotech Etf</a></b> saw an outflow of $938.7 million and $824.11 million last week, meaning that investors were trying to dump Finance and Biotech stocks.</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>ETF Flow | Mild Interest Shown in Bottom-Hunting for European Stocks; Mid-Cap and Small-Cap ETFs Are the Biggest Losers</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\">\nETF Flow | Mild Interest Shown in Bottom-Hunting for European Stocks; Mid-Cap and Small-Cap ETFs Are the Biggest Losers\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-26 16:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2>Market Overview</h2><p>Wall Street&#39;s main indexes slumped to close well down last Friday(Sep.23), as rattled investors continued repositioning themselves to reflect fears the U.S. Federal Reserve&#39;s hawkish rate policy to curb inflation will push the American economy into recession.</p><p>The Dow Jones Industrial Average fell 486.27 points, or 1.62%, to 29,590.41, the S&amp;P 500 lost 64.76 points, or 1.72%, to 3,693.23 and the Nasdaq Composite dropped 198.88 points, or 1.8%, to 10,867.93.</p><h2>Top 10 ETF Creations(Sep.19-Sep.23)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36bf12e60f063ce1551d97ac82c858e8\" tg-width=\"480\" tg-height=\"210\" referrerpolicy=\"no-referrer\"/><span>Source: Bloomberg</span></p><p><b><a href=\"https://laohu8.com/S/ITOT\">iShares Core S&amp;P Total U.S. Stock Market ETF</a></b> and <b><a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000 ETF</a></b> saw large inflows of $1765.41 million and $1176.58 million respectively, while BBEU saw inflows of$531.2million, reflecting that investors began bottom-hunting for European stocks.</p><p>When talking about sector ETFs, <b><a href=\"https://laohu8.com/S/IGV\">iShares Expanded Tech-Software Sector ETF</a></b> and <b><a href=\"https://laohu8.com/S/SMH\">VanEck Vectors Semiconductor ETF</a></b> saw medium inflows of $359.23 million and $300.99 million respectively, showing an increase of investor enthusiasm for software and semiconductor stocks.</p><h2>Top 10 ETF Redemptions(Sep.19-Sep.23)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c1238fe5d24e50fa9e7bbfa18285b07\" tg-width=\"480\" tg-height=\"210\" referrerpolicy=\"no-referrer\"/><span>Source: Bloomberg</span></p><p><b><a href=\"https://laohu8.com/S/VTI\">Vanguard Total Stock Market ETF</a></b> ranks first among Top 10 ETF outflow. It slid 1.73% last Friday and hit a three-month low. However, another cap-weighted index fund <b><a href=\"https://laohu8.com/S/ITOT\">iShares Core S&amp;P Total U.S. Stock Market ETF</a></b> saw an inflow of $1765.41 million. As a whole, investors were trying to keep away from them last week.</p><p>Both Mid-cap ETFs and Small-Cap ETFs are not welcome last week. For the former part, a total amount of $1882.83 million of <b><a href=\"https://laohu8.com/S/VO\">Vanguard Mid-Cap ETF</a></b> outflowed last week. For the latter part, <b><a href=\"https://laohu8.com/S/VB\">Vanguard Small-Cap ETF</a></b> and <b><a href=\"https://laohu8.com/S/VBR\">Vanguard Small-Cap Value ETF</a></b> saw a $2,502.24 million outflow last week.</p><p>Regarding sector ETFs, <b><a href=\"https://laohu8.com/S/XLF\">Financial Select Sector SPDR Fund</a></b>, <b><a href=\"https://laohu8.com/S/XBI\">Spdr S&amp;P Biotech Etf</a></b> saw an outflow of $938.7 million and $824.11 million last week, meaning that investors were trying to dump Finance and Biotech stocks.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ITOT":"安硕核心标普全美股市ETF-iShares","XBI":"SPDR S&P Biotech ETF","VTI":"大盘指数ETF-Vanguard MSCI","VO":"Vanguard Mid-Cap ETF","SMH":"半导体指数ETF-HOLDRs","XLF":"金融ETF","IGV":"北美软件ETF-iShares","IWM":"罗素2000指数ETF","VB":"小型股指数ETF-Vanguard MSCI","VBR":"Vanguard Small-Cap Value ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139946855","content_text":"Market OverviewWall Street's main indexes slumped to close well down last Friday(Sep.23), as rattled investors continued repositioning themselves to reflect fears the U.S. Federal Reserve's hawkish rate policy to curb inflation will push the American economy into recession.The Dow Jones Industrial Average fell 486.27 points, or 1.62%, to 29,590.41, the S&P 500 lost 64.76 points, or 1.72%, to 3,693.23 and the Nasdaq Composite dropped 198.88 points, or 1.8%, to 10,867.93.Top 10 ETF Creations(Sep.19-Sep.23)Source: BloombergiShares Core S&P Total U.S. Stock Market ETF and iShares Russell 2000 ETF saw large inflows of $1765.41 million and $1176.58 million respectively, while BBEU saw inflows of$531.2million, reflecting that investors began bottom-hunting for European stocks.When talking about sector ETFs, iShares Expanded Tech-Software Sector ETF and VanEck Vectors Semiconductor ETF saw medium inflows of $359.23 million and $300.99 million respectively, showing an increase of investor enthusiasm for software and semiconductor stocks.Top 10 ETF Redemptions(Sep.19-Sep.23)Source: BloombergVanguard Total Stock Market ETF ranks first among Top 10 ETF outflow. It slid 1.73% last Friday and hit a three-month low. However, another cap-weighted index fund iShares Core S&P Total U.S. Stock Market ETF saw an inflow of $1765.41 million. As a whole, investors were trying to keep away from them last week.Both Mid-cap ETFs and Small-Cap ETFs are not welcome last week. For the former part, a total amount of $1882.83 million of Vanguard Mid-Cap ETF outflowed last week. For the latter part, Vanguard Small-Cap ETF and Vanguard Small-Cap Value ETF saw a $2,502.24 million outflow last week.Regarding sector ETFs, Financial Select Sector SPDR Fund, Spdr S&P Biotech Etf saw an outflow of $938.7 million and $824.11 million last week, meaning that investors were trying to dump Finance and Biotech stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919193608,"gmtCreate":1663744832904,"gmtModify":1676537328180,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"It shall be maintained..CPI shows the past not future..Fed should have also foresee on&nbsp;slow down in economy which lead to minimum expense and coming down of&nbsp;inflation..&nbsp;1.0 should only be announced&nbsp;when there is no coming down signal&nbsp;on inflation..","listText":"It shall be maintained..CPI shows the past not future..Fed should have also foresee on&nbsp;slow down in economy which lead to minimum expense and coming down of&nbsp;inflation..&nbsp;1.0 should only be announced&nbsp;when there is no coming down signal&nbsp;on inflation..","text":"It shall be maintained..CPI shows the past not future..Fed should have also foresee on slow down in economy which lead to minimum expense and coming down of inflation.. 1.0 should only be announced when there is no coming down signal on inflation..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9919193608","isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910557424,"gmtCreate":1663649477868,"gmtModify":1676537308686,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Good info&nbsp;","listText":"Good info&nbsp;","text":"Good info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9910557424","repostId":"1178602580","repostType":4,"repost":{"id":"1178602580","kind":"news","pubTimestamp":1663646286,"share":"https://ttm.financial/m/news/1178602580?lang=&edition=fundamental","pubTime":"2022-09-20 11:58","market":"us","language":"en","title":"Palantir: From Stock Market Darling To A Fallen Angel","url":"https://stock-news.laohu8.com/highlight/detail?id=1178602580","media":"Seeking Alpha","summary":"SummaryWith Palantir stock now down almost 80%, this is an excellent opportunity for investors who w","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>With Palantir stock now down almost 80%, this is an excellent opportunity for investors who were optimistic about Palantir, but deterred by the valuations.</li><li>The company remains focused on the commercial business, which presents about $40 billion of business opportunity from large customers.</li><li>The growing Palantir sales force will bring an upside to growth in the next 1 year as the large number of new additions bring additional sales productivity as they ramp up.</li><li>Palantir has a tailwind to its business from growing geopolitical tensions globally as the West boosts spending on defense.</li><li>My 1-year target price for Palantir is $12.10, implying an upside potential of 55% from current levels.</li></ul><p>Palantir Technologies Inc.(NYSE:PLTR) was once a stock market darling and it is down 78% from its highs. I have steered away from the hype in the early days due to the unappealing valuations that continued to climb as hysteria reached the markets. However, with the stock now down almost 80%, I think that a closer look at this fallen angel is warranted to see if it will soon be a rising star.</p><p><img src=\"https://static.tigerbbs.com/2ab3e08a3e717063bec65dbd1936f863\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/>Data byYCharts</p><p><b>Investment thesis</b></p><p>I think that the current drawdown in Palantir&#39;s stock price presents a rather attractive entry into the company, especially for those bullish on the company&#39;s prospects, as valuations have come down significantly. My investment case for Palantir is as follows:</p><ol><li>The focus on commercial business brings about a huge market opportunity of about $40 billion as Palantir targets large customers in the Global 6,000.</li><li>Palantir is positioning itself for its next stage of growth as it increases its sales force. With a significant number of salespeople ramping up in the next year, I think we will see an upside to growth in the next year.</li><li>In addition, the company has the ability to expand on its current customer&#39;s use cases as it works with customers to bring about new vertical-specific applications.</li><li>The company&#39;s government business will benefit from the tailwinds of rising geopolitical tensions as governments around the world increase spending on defense to target rising global threats.</li></ol><p><b>Overview</b></p><p>Palantir is a platform focused on application development for organizations to develop data-intensive and rather complex applications that are designed to solve their own individual and unique business challenges. I think what differentiates Palantir, based on my conversations with the company, is that Palantir has a more comprehensive offering than its competitors, ranging from data preparation and data aggregation to industry-specific modelling.</p><p>Another differentiation about Palantir commonly highlighted is its use of forward deployed engineers and data scientists to help customers solve their most challenging problems. Lastly, one other differentiation I will highlight about Palantir is the company&#39;s ability to comply with the rather complex security as well as regulatory requirements across hybrid computing architectures.</p><p>Palantir has had significant success with its government customers like those in law enforcement, intelligence, and the military, and is recently seeing an acceleration in its commercial business. Palantir targets large enterprises as well as government organizations. Over time, I expect that these large enterprises and government organizations will increase spend with Palantir as they discover and utilize more new use cases.</p><p>For its largest customers, they typically use a wide variety of solutions from the platform for a range of workflows like data management, integration and orchestration, in addition to supply chain management, analytics and artificial intelligence, amongst others. Customers also have the option of creating a custom solution for their own needs if the scenario arises where the use case is rather specific to the requirements of the organization.</p><p>Palantir&#39;s platform has 3 products. First, Gotham is Palantir&#39;s platform that is primarily for the government, like defense agencies and the intelligence community to plan and execute responses to threats identified by Gotham. Second, Foundry is Palantir&#39;s commercial solution for enterprises. Lastly, Palantir&#39;sApollois used by customers who need continuous deployment in all types of computing environments.</p><p><b>Opportunity in commercial business</b></p><p>Palantir&#39;s success with enterprise customers continues to accelerate. The company&#39;s Foundry platform targets enterprises with more than $500 million in revenues annually. This, in my view, translates to approximately the opportunity set to be within the global 6,000 companies.</p><p>I think that for its enterprise customers, Palantir will continue to target and land large deals relative to competitors, and I expect these deals to expand to more opportunities for Palantir as Palantir&#39;s Foundry becomes their main operating system. With Palantir&#39;s current top 20 customers having an average revenue of$44 millionin 2021, although these comprise of both its government customers as well as commercial ones, I estimate a rough ARPU of $20 million for its largest 1,000 customers, $10 million for its next 1,000 largest customers, and $4 million and $1 million ARPU respectively for the next two 2,000 companies, this translates to an opportunity of $40 billion for Foundry from these commercial customers.</p><p>As Palantir continues to roll out Foundry to new large customers, there is also an opportunity for the company to target smaller companies as well. The important thing right now is for Palantir to show strong momentum in its acquisition of commercial customers and demonstrate an excellent track record in its ability to execute its land and expand strategy. If successful, this can lead to higher ARPUs than what I currently expect.</p><p><b>Sales force to be next driver for commercial sales</b></p><p>While it is worthwhile to note that Palantir was able to reach $1 billion in revenues in its first 15 years of operations without any material contribution from dedicated sales people, the management now realizes that the company is now in a different stage and will be dedicating more resources to sales and marketing. For the first 15 years, management was of the view that a great software would sell itself and most of the investments were spent on research and development. However, today, the company needs to invest more aggressively into its sales people to grow its commercial business.</p><p>In the end of 2021, Palantir had 80 sales people, compared to 12 at the end of 2020. By the end of 2022, the company plans to hire200more sales people, suggesting that the company is ramping up on its commercial sales force as it sees the need to invest heavily into its sales and marketing efforts to drive growth. These sales staff take time to ramp up and by the end of 2022, we should see some of the productivity benefits of more fully ramped sales staff as more of these new additions ramp up and contribute more meaningfully to the company&#39;s growth. With the material addition of sales staff in 2022, I think we could also see a further upside to estimates for 2023 when these new additions become increasingly productive and generate more substantial revenue per sales staff.</p><p>With the U.S. commercial customer count increasing by 63 accounts from 2020 to 2021 and with 25 full ramped sales staff in 2021, this would suggest that each sales staff brought in about 2 deals in 2021, with an average size of about $500,000.</p><p>In addition, in 2021, Palantir invested almost $326 million to acquire minority stakes in14publicly traded companies and 2 private companies. As a result of these investments, these companies in which Palantir invested in then signed contracts with Palantir to purchase its products and services from its Foundry platform. For the first quarter of 2022, Palantir disclosed that $39 million of revenues came from these investments made earlier and that the total value of commercial contracts from these companies were$755 million.</p><p>While management has explained that these investments are required to build strategic relationships with these potential customers, I think of it as an investment strategy to acquire these companies as customers rather than the traditional sales and marketing spend strategy. If these contracts materialize and Palantir would have spend $326 million in investments to obtain $958 million in revenues, meaning that with each dollar of revenue that is generated from this strategy, 35 cents needs to be invested. This strategy could theoretically lower the customer acquisition cost of the revenues materialize.</p><p>However, I take the view that this is not a very sustainable long-term strategy that Palantir can take, as these companies have performed rather poorly in the current volatile market environment. I would rather Palantir focus on building great software products to attract customers rather than employ an investment strategy to acquire new customers.</p><p><b>Creating vertical-specific applications</b></p><p>I think that Palantir&#39;s collaboration with Airbus (OTCPK:EADSF) is a good example of what the future holds for its commercial business. As Airbus expanded on its use case from using Foundry as the operating system to build its A350 aircraft, the two companies continued their partnership to create a new software platform calledSkywise.</p><p>This platform is capable of integrating and connecting all data from Airbus, its suppliers and customers, providing an immense value add to the Airbus ecosystem by leveraging on Foundry to bring about a more connected, smart and seamless experience for all parties. I think that this example with Airbus shows the huge potential that Palantir&#39;s Foundry platform has in revolutionizing the many other sectors, like financial services and healthcare, to bring able digital transformation.</p><p><b>Geopolitical instability as a tailwind</b></p><p>The global geopolitical tensions are rising and causing uncertainty as the world grapples with new challenges. First, the ongoing Russia-Ukraine war has made national security take the center stage in Europe as it manages the increasing aggression from Russia. Second, the geopolitical tensions between the United States and China looks set to worsen as ties between the two global powers deteriorate and reach new lows. As such, these tensions increase the need for the West to boost spending in the defense ecosystem to address the rising likelihood of conflict in the region. As Palantir&#39;s government business is linked to spending in defense, I think that this environment is a positive tailwind for Palantir and could see more upside in the next year or two.</p><p><b>Valuation</b></p><p>As Palantir has a positive free cashflow profile with margins around 25%, I think that this is a decent basis for valuing the company. Based on a 1 year forward free cash flow (&#34;FCF&#34;) forecast for Palantir and assuming a 28x 2023F EV/FCF, the 1-year target price for Palantir is $12.10, implying an upside potential of 55% from current levels.</p><p>This assumed 28x 2023F EV/FCF multiple is a premium to its defense peer group but a relative discount to its SaaS peer group. This discount is warranted, as the Palantir business is currently lacking visibility in terms of growth. But, at the same time, the premium is justified given the faster growth profile and software business model of Palantir.</p><p><b>Risks</b></p><p><b>Competitive pressures</b></p><p>Palantir operates and competes in a huge market, targeting governments and enterprises spend on digital transformation. There are many other smaller companies as well as big technology companies like Amazon (AMZN), Microsoft (MSFT), Google (GOOG,GOOG) that can potentially build platforms that over time become rather competitive with that of Palantir&#39;s offerings. As such, the competition could intensify if any of these companies manages to catch up to Palantir, and this could bring downside risks to the company&#39;s goal of at least 30% annual revenue growth until 2025.</p><p><b>Slower than expected commercial growth</b></p><p>As Palantir is investing heavily into the commercial business, if there are signs that the growth in the commercial business is slowing, this could bring a substantial risk and concern that the company is unable to gain momentum in its Foundry platform. This will be detrimental to Palantir as the commercial business forms a huge part of its growth story in the future.</p><p><b>Investment strategy risks</b></p><p>As highlighted above, Palantir spent $326 million last year to invest in companies that eventually went into contracts to purchase Palantir&#39;s products and services. However, this strategy has its risks as Palantir is investing in companies whose values have decreased substantially post its investment. As such, the market may view this strategy as an inefficient way to use capital and to acquire customers in the long run.</p><p><b>Conclusion</b></p><p>Palantir&#39;s descent from stock market darling to fallen angel presents an excellent opportunity for investors who were once interested in the company but deterred by the extreme valuations. The company remains committed to growing its commercial business, which is expected to bring a huge market opportunity to Palantir as it targets large customers in need of digital transformation. In addition, the recent ramp up of Palantir&#39;s sales force and new additions to the team will bring increased growth in the business along with better sales productivity 1 year from now as these new additions become productive.</p><p>Palantir is one of the few to be able to benefit from rising global geopolitical tensions as the West increases spend on defense in response to growing threats. The 1-year target price for Palantir is $12.10, implying an upside potential of 55% from current levels.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: From Stock Market Darling To A Fallen Angel</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\">\nPalantir: From Stock Market Darling To A Fallen Angel\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-20 11:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541947-palantir-from-stock-market-darling-to-a-fallen-angel?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWith Palantir stock now down almost 80%, this is an excellent opportunity for investors who were optimistic about Palantir, but deterred by the valuations.The company remains focused on the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541947-palantir-from-stock-market-darling-to-a-fallen-angel?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4541947-palantir-from-stock-market-darling-to-a-fallen-angel?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178602580","content_text":"SummaryWith Palantir stock now down almost 80%, this is an excellent opportunity for investors who were optimistic about Palantir, but deterred by the valuations.The company remains focused on the commercial business, which presents about $40 billion of business opportunity from large customers.The growing Palantir sales force will bring an upside to growth in the next 1 year as the large number of new additions bring additional sales productivity as they ramp up.Palantir has a tailwind to its business from growing geopolitical tensions globally as the West boosts spending on defense.My 1-year target price for Palantir is $12.10, implying an upside potential of 55% from current levels.Palantir Technologies Inc.(NYSE:PLTR) was once a stock market darling and it is down 78% from its highs. I have steered away from the hype in the early days due to the unappealing valuations that continued to climb as hysteria reached the markets. However, with the stock now down almost 80%, I think that a closer look at this fallen angel is warranted to see if it will soon be a rising star.Data byYChartsInvestment thesisI think that the current drawdown in Palantir's stock price presents a rather attractive entry into the company, especially for those bullish on the company's prospects, as valuations have come down significantly. My investment case for Palantir is as follows:The focus on commercial business brings about a huge market opportunity of about $40 billion as Palantir targets large customers in the Global 6,000.Palantir is positioning itself for its next stage of growth as it increases its sales force. With a significant number of salespeople ramping up in the next year, I think we will see an upside to growth in the next year.In addition, the company has the ability to expand on its current customer's use cases as it works with customers to bring about new vertical-specific applications.The company's government business will benefit from the tailwinds of rising geopolitical tensions as governments around the world increase spending on defense to target rising global threats.OverviewPalantir is a platform focused on application development for organizations to develop data-intensive and rather complex applications that are designed to solve their own individual and unique business challenges. I think what differentiates Palantir, based on my conversations with the company, is that Palantir has a more comprehensive offering than its competitors, ranging from data preparation and data aggregation to industry-specific modelling.Another differentiation about Palantir commonly highlighted is its use of forward deployed engineers and data scientists to help customers solve their most challenging problems. Lastly, one other differentiation I will highlight about Palantir is the company's ability to comply with the rather complex security as well as regulatory requirements across hybrid computing architectures.Palantir has had significant success with its government customers like those in law enforcement, intelligence, and the military, and is recently seeing an acceleration in its commercial business. Palantir targets large enterprises as well as government organizations. Over time, I expect that these large enterprises and government organizations will increase spend with Palantir as they discover and utilize more new use cases.For its largest customers, they typically use a wide variety of solutions from the platform for a range of workflows like data management, integration and orchestration, in addition to supply chain management, analytics and artificial intelligence, amongst others. Customers also have the option of creating a custom solution for their own needs if the scenario arises where the use case is rather specific to the requirements of the organization.Palantir's platform has 3 products. First, Gotham is Palantir's platform that is primarily for the government, like defense agencies and the intelligence community to plan and execute responses to threats identified by Gotham. Second, Foundry is Palantir's commercial solution for enterprises. Lastly, Palantir'sApollois used by customers who need continuous deployment in all types of computing environments.Opportunity in commercial businessPalantir's success with enterprise customers continues to accelerate. The company's Foundry platform targets enterprises with more than $500 million in revenues annually. This, in my view, translates to approximately the opportunity set to be within the global 6,000 companies.I think that for its enterprise customers, Palantir will continue to target and land large deals relative to competitors, and I expect these deals to expand to more opportunities for Palantir as Palantir's Foundry becomes their main operating system. With Palantir's current top 20 customers having an average revenue of$44 millionin 2021, although these comprise of both its government customers as well as commercial ones, I estimate a rough ARPU of $20 million for its largest 1,000 customers, $10 million for its next 1,000 largest customers, and $4 million and $1 million ARPU respectively for the next two 2,000 companies, this translates to an opportunity of $40 billion for Foundry from these commercial customers.As Palantir continues to roll out Foundry to new large customers, there is also an opportunity for the company to target smaller companies as well. The important thing right now is for Palantir to show strong momentum in its acquisition of commercial customers and demonstrate an excellent track record in its ability to execute its land and expand strategy. If successful, this can lead to higher ARPUs than what I currently expect.Sales force to be next driver for commercial salesWhile it is worthwhile to note that Palantir was able to reach $1 billion in revenues in its first 15 years of operations without any material contribution from dedicated sales people, the management now realizes that the company is now in a different stage and will be dedicating more resources to sales and marketing. For the first 15 years, management was of the view that a great software would sell itself and most of the investments were spent on research and development. However, today, the company needs to invest more aggressively into its sales people to grow its commercial business.In the end of 2021, Palantir had 80 sales people, compared to 12 at the end of 2020. By the end of 2022, the company plans to hire200more sales people, suggesting that the company is ramping up on its commercial sales force as it sees the need to invest heavily into its sales and marketing efforts to drive growth. These sales staff take time to ramp up and by the end of 2022, we should see some of the productivity benefits of more fully ramped sales staff as more of these new additions ramp up and contribute more meaningfully to the company's growth. With the material addition of sales staff in 2022, I think we could also see a further upside to estimates for 2023 when these new additions become increasingly productive and generate more substantial revenue per sales staff.With the U.S. commercial customer count increasing by 63 accounts from 2020 to 2021 and with 25 full ramped sales staff in 2021, this would suggest that each sales staff brought in about 2 deals in 2021, with an average size of about $500,000.In addition, in 2021, Palantir invested almost $326 million to acquire minority stakes in14publicly traded companies and 2 private companies. As a result of these investments, these companies in which Palantir invested in then signed contracts with Palantir to purchase its products and services from its Foundry platform. For the first quarter of 2022, Palantir disclosed that $39 million of revenues came from these investments made earlier and that the total value of commercial contracts from these companies were$755 million.While management has explained that these investments are required to build strategic relationships with these potential customers, I think of it as an investment strategy to acquire these companies as customers rather than the traditional sales and marketing spend strategy. If these contracts materialize and Palantir would have spend $326 million in investments to obtain $958 million in revenues, meaning that with each dollar of revenue that is generated from this strategy, 35 cents needs to be invested. This strategy could theoretically lower the customer acquisition cost of the revenues materialize.However, I take the view that this is not a very sustainable long-term strategy that Palantir can take, as these companies have performed rather poorly in the current volatile market environment. I would rather Palantir focus on building great software products to attract customers rather than employ an investment strategy to acquire new customers.Creating vertical-specific applicationsI think that Palantir's collaboration with Airbus (OTCPK:EADSF) is a good example of what the future holds for its commercial business. As Airbus expanded on its use case from using Foundry as the operating system to build its A350 aircraft, the two companies continued their partnership to create a new software platform calledSkywise.This platform is capable of integrating and connecting all data from Airbus, its suppliers and customers, providing an immense value add to the Airbus ecosystem by leveraging on Foundry to bring about a more connected, smart and seamless experience for all parties. I think that this example with Airbus shows the huge potential that Palantir's Foundry platform has in revolutionizing the many other sectors, like financial services and healthcare, to bring able digital transformation.Geopolitical instability as a tailwindThe global geopolitical tensions are rising and causing uncertainty as the world grapples with new challenges. First, the ongoing Russia-Ukraine war has made national security take the center stage in Europe as it manages the increasing aggression from Russia. Second, the geopolitical tensions between the United States and China looks set to worsen as ties between the two global powers deteriorate and reach new lows. As such, these tensions increase the need for the West to boost spending in the defense ecosystem to address the rising likelihood of conflict in the region. As Palantir's government business is linked to spending in defense, I think that this environment is a positive tailwind for Palantir and could see more upside in the next year or two.ValuationAs Palantir has a positive free cashflow profile with margins around 25%, I think that this is a decent basis for valuing the company. Based on a 1 year forward free cash flow (\"FCF\") forecast for Palantir and assuming a 28x 2023F EV/FCF, the 1-year target price for Palantir is $12.10, implying an upside potential of 55% from current levels.This assumed 28x 2023F EV/FCF multiple is a premium to its defense peer group but a relative discount to its SaaS peer group. This discount is warranted, as the Palantir business is currently lacking visibility in terms of growth. But, at the same time, the premium is justified given the faster growth profile and software business model of Palantir.RisksCompetitive pressuresPalantir operates and competes in a huge market, targeting governments and enterprises spend on digital transformation. There are many other smaller companies as well as big technology companies like Amazon (AMZN), Microsoft (MSFT), Google (GOOG,GOOG) that can potentially build platforms that over time become rather competitive with that of Palantir's offerings. As such, the competition could intensify if any of these companies manages to catch up to Palantir, and this could bring downside risks to the company's goal of at least 30% annual revenue growth until 2025.Slower than expected commercial growthAs Palantir is investing heavily into the commercial business, if there are signs that the growth in the commercial business is slowing, this could bring a substantial risk and concern that the company is unable to gain momentum in its Foundry platform. This will be detrimental to Palantir as the commercial business forms a huge part of its growth story in the future.Investment strategy risksAs highlighted above, Palantir spent $326 million last year to invest in companies that eventually went into contracts to purchase Palantir's products and services. However, this strategy has its risks as Palantir is investing in companies whose values have decreased substantially post its investment. As such, the market may view this strategy as an inefficient way to use capital and to acquire customers in the long run.ConclusionPalantir's descent from stock market darling to fallen angel presents an excellent opportunity for investors who were once interested in the company but deterred by the extreme valuations. The company remains committed to growing its commercial business, which is expected to bring a huge market opportunity to Palantir as it targets large customers in need of digital transformation. In addition, the recent ramp up of Palantir's sales force and new additions to the team will bring increased growth in the business along with better sales productivity 1 year from now as these new additions become productive.Palantir is one of the few to be able to benefit from rising global geopolitical tensions as the West increases spend on defense in response to growing threats. The 1-year target price for Palantir is $12.10, implying an upside potential of 55% from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993128452,"gmtCreate":1660650626279,"gmtModify":1676536371939,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Watchlist already","listText":"Watchlist already","text":"Watchlist already","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993128452","repostId":"2259004902","repostType":4,"repost":{"id":"2259004902","kind":"highlight","pubTimestamp":1660617454,"share":"https://ttm.financial/m/news/2259004902?lang=&edition=fundamental","pubTime":"2022-08-16 10:37","market":"us","language":"en","title":"2 Red-Hot Growth Stocks to Buy in 2022 and Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=2259004902","media":"Motley Fool","summary":"Shares of these companies have rallied impressively in recent weeks, and they could fly higher.","content":"<html><head></head><body><p>The stock market has given investors a difficult time in 2022, which is evident from the 10% decline in the <b>S&amp;P 500</b> so far. But this is also an opportunity for savvy investors to buy shares of some solid companies at attractive valuations.</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> are two such companies that have borne the brunt of the stock market sell-off. Amazon stock is down 14% so far in 2022, while shares of AMD are down 30%. However, the tech giants have been in rally mode since the beginning of July thanks to the broader stock market recovery.</p><p>Amazon stock has gained 31% since the beginning of last month, while AMD is up 37%. I think it&#39;s a good idea for investors to buy these hot growth stocks now, as they could head higher in 2022 and beyond. Let&#39;s look at the reasons why.</p><h2>1. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>Amazon is currently trading at three times sales, which is lower than its five-year average sales multiple of 3.87. Investors shouldn&#39;t miss this opportunity to buy Amazon stock at this relatively attractive valuation given the company&#39;s latest results, which point toward better times ahead.</p><p>Amazon released its second-quarter 2022 results on July 28. Its revenue increased 7% year-over-year to $121.2 billion, beating consensus estimates of $119 billion. The tech giant followed up its better-than-expected showing with a solid outlook, forecasting sales of $125 billion to $130 billion in the current quarter. That would translate into 13% to 17% year-over-year growth, suggesting that Amazon&#39;s growth is set to pick up.</p><p>The company&#39;s diversified business streams helped it overcome the softness in the e-commerce segment last quarter. While online sales were down 4% year-over-year to $50.8 billion, strong growth in advertising, cloud, physical store sales, and subscription services led the company to stronger-than-expected results.</p><p>Amazon Web Services (AWS) revenue, for instance, was up 33% year-over-year to $19.7 billion. The segment produced 16% of the company&#39;s top line. AWS&#39; growth was driven by the addition of new products and services, which should help the company maintain its dominance in this market. More specifically, Amazon controlled 34% of the cloud infrastructure market in the second quarter.</p><p>Synergy Research Group estimates that the cloud infrastructure space has generated $203.5 billion in revenue in the trailing twelve months ending June 2022. With the cloud computing market expected to clock 17.4% annual growth through 2030, Amazon is in a solid position to record incremental revenue growth thanks to its impressive market share.</p><p>Meanwhile, the advertising business is turning out to be another key growth driver for the company. The segment generated $8.75 billion in revenue last quarter, an 18% increase over the prior year. Amazon has generated $16.6 billion from the advertising business so far this year, translating into an annual revenue run rate of over $33 billion.</p><p>There&#39;s a lot of room for growth in Amazon&#39;s advertising revenue in the long run. The company&#39;s access to the data of millions of customers and subscribers, and its massive reach across the globe, make it an ideal choice for digital advertisers. With the digital advertising market expected to clock 17% annual growth through 2027 and generate over $1 trillion in revenue, this segment could turn out to be another big money-maker for Amazon, and drive the company&#39;s long-term growth.</p><p>All these catalysts indicate why Amazon&#39;s earnings are expected to grow at an annual rate of 33% for the next five years, making it a solid growth stock to buy for the long haul.</p><h2>2. <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a></h2><p>AMD proved why it is a top semiconductor stock to buy following its latest quarterly report. The company&#39;s chips are used in a variety of applications ranging from computers to gaming consoles to data centers to cars. This diversification helped it deliver a solid set of results at a time when other semiconductor companies are struggling.</p><p>AMD&#39;s second-quarter revenue shot up 70% over the prior-year period to $6.6 billion. Adjusted earnings were up 67% year-over-year to $1.05 per share. More importantly, the chipmaker reiterated its full-year guidance. AMD sees revenue growth of 60% in 2022 to $26.3 billion. Analysts expect the company&#39;s earnings to increase 57% in 2022 to $4.37 per share, but don&#39;t be surprised to see AMD deliver stronger growth, as its margin profile has improved following the acquisition of Xilinx.</p><p>So AMD looks set to sustain its hot rally in 2022. That&#39;s why investors should consider buying AMD stock without further delay, as it is trading at 42 times earnings, well below its five-year average earnings multiple of 102. A forward price-to-earnings ratio of 23 points toward healthy growth in AMD&#39;s earnings.</p><p>Even better, AMD has lucrative catalysts that should help it sustain its terrific growth in the long run. The data center market is one of them. AMD&#39;s data center revenue shot up 83% year-over-year in the second quarter to $1.5 billion as demand for its server processors remained robust. AMD&#39;s server processors are used by leading cloud service providers including Amazon, <b>Microsoft</b>, <b>Baidu</b>, <b>Oracle</b>, and Google.</p><p>The server processor market is expected to hit $52 billion in 2026. AMD has generated $2.78 billion in data center revenue in the first two quarters of 2022. The potential size of the end market suggests that there is a lot of room for AMD to grow its revenue. The good part is that AMD is consistently taking market share away from <b>Intel</b> in the server CPU space.</p><p>Mercury Research reports that AMD finished the second quarter with 13.9% of the server CPU market under its control, up from 9.5% in the year-ago period. The chipmaker looks well-placed to take more share away from Intel, as it is on track to launch new server processors this year that could reportedly perform better than the latter&#39;s offerings.</p><p>All this indicates that AMD remains a resilient semiconductor bet despite the negativity around companies from this sector, and investors are getting a good deal on the stock right now that they may not want to miss.</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>2 Red-Hot Growth Stocks to Buy in 2022 and Beyond</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\">\n2 Red-Hot Growth Stocks to Buy in 2022 and Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 10:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/15/2-red-hot-growth-stocks-to-buy-in-2022-and-beyond/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has given investors a difficult time in 2022, which is evident from the 10% decline in the S&P 500 so far. But this is also an opportunity for savvy investors to buy shares of some ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/15/2-red-hot-growth-stocks-to-buy-in-2022-and-beyond/\">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","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/08/15/2-red-hot-growth-stocks-to-buy-in-2022-and-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259004902","content_text":"The stock market has given investors a difficult time in 2022, which is evident from the 10% decline in the S&P 500 so far. But this is also an opportunity for savvy investors to buy shares of some solid companies at attractive valuations.Amazon and Advanced Micro Devices are two such companies that have borne the brunt of the stock market sell-off. Amazon stock is down 14% so far in 2022, while shares of AMD are down 30%. However, the tech giants have been in rally mode since the beginning of July thanks to the broader stock market recovery.Amazon stock has gained 31% since the beginning of last month, while AMD is up 37%. I think it's a good idea for investors to buy these hot growth stocks now, as they could head higher in 2022 and beyond. Let's look at the reasons why.1. AmazonAmazon is currently trading at three times sales, which is lower than its five-year average sales multiple of 3.87. Investors shouldn't miss this opportunity to buy Amazon stock at this relatively attractive valuation given the company's latest results, which point toward better times ahead.Amazon released its second-quarter 2022 results on July 28. Its revenue increased 7% year-over-year to $121.2 billion, beating consensus estimates of $119 billion. The tech giant followed up its better-than-expected showing with a solid outlook, forecasting sales of $125 billion to $130 billion in the current quarter. That would translate into 13% to 17% year-over-year growth, suggesting that Amazon's growth is set to pick up.The company's diversified business streams helped it overcome the softness in the e-commerce segment last quarter. While online sales were down 4% year-over-year to $50.8 billion, strong growth in advertising, cloud, physical store sales, and subscription services led the company to stronger-than-expected results.Amazon Web Services (AWS) revenue, for instance, was up 33% year-over-year to $19.7 billion. The segment produced 16% of the company's top line. AWS' growth was driven by the addition of new products and services, which should help the company maintain its dominance in this market. More specifically, Amazon controlled 34% of the cloud infrastructure market in the second quarter.Synergy Research Group estimates that the cloud infrastructure space has generated $203.5 billion in revenue in the trailing twelve months ending June 2022. With the cloud computing market expected to clock 17.4% annual growth through 2030, Amazon is in a solid position to record incremental revenue growth thanks to its impressive market share.Meanwhile, the advertising business is turning out to be another key growth driver for the company. The segment generated $8.75 billion in revenue last quarter, an 18% increase over the prior year. Amazon has generated $16.6 billion from the advertising business so far this year, translating into an annual revenue run rate of over $33 billion.There's a lot of room for growth in Amazon's advertising revenue in the long run. The company's access to the data of millions of customers and subscribers, and its massive reach across the globe, make it an ideal choice for digital advertisers. With the digital advertising market expected to clock 17% annual growth through 2027 and generate over $1 trillion in revenue, this segment could turn out to be another big money-maker for Amazon, and drive the company's long-term growth.All these catalysts indicate why Amazon's earnings are expected to grow at an annual rate of 33% for the next five years, making it a solid growth stock to buy for the long haul.2. Advanced Micro DevicesAMD proved why it is a top semiconductor stock to buy following its latest quarterly report. The company's chips are used in a variety of applications ranging from computers to gaming consoles to data centers to cars. This diversification helped it deliver a solid set of results at a time when other semiconductor companies are struggling.AMD's second-quarter revenue shot up 70% over the prior-year period to $6.6 billion. Adjusted earnings were up 67% year-over-year to $1.05 per share. More importantly, the chipmaker reiterated its full-year guidance. AMD sees revenue growth of 60% in 2022 to $26.3 billion. Analysts expect the company's earnings to increase 57% in 2022 to $4.37 per share, but don't be surprised to see AMD deliver stronger growth, as its margin profile has improved following the acquisition of Xilinx.So AMD looks set to sustain its hot rally in 2022. That's why investors should consider buying AMD stock without further delay, as it is trading at 42 times earnings, well below its five-year average earnings multiple of 102. A forward price-to-earnings ratio of 23 points toward healthy growth in AMD's earnings.Even better, AMD has lucrative catalysts that should help it sustain its terrific growth in the long run. The data center market is one of them. AMD's data center revenue shot up 83% year-over-year in the second quarter to $1.5 billion as demand for its server processors remained robust. AMD's server processors are used by leading cloud service providers including Amazon, Microsoft, Baidu, Oracle, and Google.The server processor market is expected to hit $52 billion in 2026. AMD has generated $2.78 billion in data center revenue in the first two quarters of 2022. The potential size of the end market suggests that there is a lot of room for AMD to grow its revenue. The good part is that AMD is consistently taking market share away from Intel in the server CPU space.Mercury Research reports that AMD finished the second quarter with 13.9% of the server CPU market under its control, up from 9.5% in the year-ago period. The chipmaker looks well-placed to take more share away from Intel, as it is on track to launch new server processors this year that could reportedly perform better than the latter's offerings.All this indicates that AMD remains a resilient semiconductor bet despite the negativity around companies from this sector, and investors are getting a good deal on the stock right now that they may not want to miss.","news_type":1},"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907523487,"gmtCreate":1660221832451,"gmtModify":1703479212096,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Reversal? Or rebound?&nbsp;[serious]&nbsp;","listText":"Reversal? Or rebound?&nbsp;[serious]&nbsp;","text":"Reversal? Or rebound? [serious]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907523487","repostId":"1188734167","repostType":4,"repost":{"id":"1188734167","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1660221819,"share":"https://ttm.financial/m/news/1188734167?lang=&edition=fundamental","pubTime":"2022-08-11 20:43","market":"us","language":"en","title":"Pre-Bell｜Dow Futures Gained Another 200 Points After PPI Report; This Monkeypox Stock Surged Over 70% in 2 Days","url":"https://stock-news.laohu8.com/highlight/detail?id=1188734167","media":"Tiger Newspress","summary":"U.S. stock futures rose on Thursday after all the major averages posted sharp gains in the prior ses","content":"<html><head></head><body><p>U.S. stock futures rose on Thursday after all the major averages posted sharp gains in the prior session on the back of a better-than-expected July inflation report.</p><p><b>Market Snapshot</b></p><p>At 8:40 a.m. ET, Dow e-minis were up 0.75%, S&amp;P 500 e-minis were up 0.7%, and Nasdaq 100 e-minis were up 0.71%.</p><p><img src=\"https://static.tigerbbs.com/c79920e750bb3d8a3986744775f40184\" tg-width=\"1080\" tg-height=\"556\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/SIX\">Six Flags Entertainment</a></b> – The theme park operator’s stock tumbled 12.8% in the premarket after its quarterly profit and revenue fell well short of Wall Street forecasts. Six Flags saw its results hit by a 22% drop in attendance, among other factors.</p><p><b><a href=\"https://laohu8.com/S/GOOS\">Canada Goose</a></b> – The outerwear maker reported a smaller-than-expected quarterly loss, with revenue exceeding analyst forecasts. Canada Goose is the latest luxury retailer to see its high-end consumers maintain their spending levels. The stock added 2.4% in premarket trading.</p><p><b><a href=\"https://laohu8.com/S/WRBY\">Warby Parker Inc.</a></b> – The eyewear retailer reported a smaller-than-expected quarterly loss, with sales exceeding estimates. Active customer numbers rose 8.7% from a year earlier.</p><p><b><a href=\"https://laohu8.com/S/UTZ\">Utz Brands, Inc.</a></b> – The salty snacks maker’s stock jumped 8.2% in the premarket after reporting quarterly profit and revenue that was better than expected, as well as raising its full-year sales outlook.</p><p><b><a href=\"https://laohu8.com/S/CAH\">Cardinal Health</a></b> – Cardinal Health fell 1% in the premarket after reporting a mixed quarter, with the pharmaceutical distributor’s earnings beating Street forecasts while revenue came up short of estimates. Cardinal Health also announced that CEO Mike Kaufmann will step down on September 1, to be succeeded by Chief Financial Officer Jason Hollar.</p><p><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></b> – Disney rallied 8.9% in the premarket after reporting better-than-expected quarterly earnings and announcing a December 8 launch date for an ad-supported version of its Disney+ streaming service. It also announced it would increase the price of its ad-free service to $10.99 per month from $7.99.</p><p><b><a href=\"https://laohu8.com/S/SONO\">Sonos Inc</a></b> – Sonos skidded 17.6% in the premarket after its breakeven quarter surprised analysts, who were expecting a profit. Revenue was also well below Wall Street forecasts, with the company cutting its full-year forecast in the face of economic challenges. The maker of high-end speakers also announced the departure of CFO Brittany Bagley as of September 1.</p><p><b><a href=\"https://laohu8.com/S/BMBL\">Bumble Inc.</a></b> – Bumble tumbled 8.9% in premarket trading after the dating service operator cut its annual revenue forecast. Bumble is facing stiff competition from rivals such as Tinder parent Match Group(MTCH), and its Badoo dating app – which is popular in Western Europe – has been hurt by the war in Ukraine.</p><p><b><a href=\"https://laohu8.com/S/VCSA\">Vacasa Inc.</a></b> – Vacasa soared 24.7% in premarket action after the provider of vacation rental services raised its full-year outlook amid a surge in demand. Vacasa also reported a surprise quarterly profit.</p><p><b><a href=\"https://laohu8.com/S/VZIO\">Vizio Holding Corp.</a></b> – Vizio gained 2% in premarket trading after the maker of smart TVs and other consumer entertainment equipment reported a surprise profit for its latest quarter, with average revenue per user up 54% from a year earlier.</p><p><b><a href=\"https://laohu8.com/S/TTOO\">T2 Biosystems</a></b> – shares rose 32.91% in pre-market trading. T2 Biosystems shares jumped over 30% on Wednesday after the company on Tuesday announced it will explore the potential to develop a rapid molecular diagnostic test for monkeypox.</p><p><b>Market News</b></p><p>For the fiscal third quarter ended July 2, <b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></b> posted adjusted earnings per share of $1.09, up 36% from a year earlier, and itedged past Netflix Inc with a total of 221 million streaming customers and announced it will increase prices for customers who want to watch Disney+ or Hulu without commercials.</p><p>Harris Associates disclosed a stake in <b><a href=\"https://laohu8.com/S/CS\">Credit Suisse Group AG</a></b> of more than 10% after converting some of its holdings into American depositary receipts, underscoring its place as the bank’s biggest shareholder. The investment firm owned 266 million shares, or 10.1% of the total, as of July 31, Harris Associates said in a US regulatory filing on Wednesday.</p><p><b><a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a></b> said it has received investigative subpoenas and requests from the U.S. Securities and Exchange Commission, pointing to potential further pressure facing the crypto exchange, after it posted wider-than-expected losses inQ2.</p><p><b><a href=\"https://laohu8.com/S/APP\">AppLovin Corporation</a></b> saw a loss of $21.7 million, or 6 cents a share, compared to net income of $14.4 million, or 4 cents a share, last year. Total costs and expenses were $722.8 million for the quarter, up from $633.8 million a year ago. Revenue was up 16% to $776.2 million. The company also lowered its revenue outlook for the year to a range of $2.84 billion to $3.14 billion from its prior guidance of $3.14 billion to $3.44 billion.</p><p><b><a href=\"https://laohu8.com/S/CPNG\">Coupang, Inc.</a></b> now sees positive adjusted earnings before interest, tax, depreciation and amortization, compared with an earlier projection for a $400 million loss. ItsQ2 operating loss narrowed to $75 million, compared with a $514.9 million loss a year earlier. Total net revenue rose 12% to $5 billion in the period, while the number of active clients rose 5%.</p><p>The <b><a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a></b> G9 reached 22,819 pre-orders 24 hours after it opened for pre-sale, with the first pre-order coming from Shanghai, the company announced on Weibo today. The 10 cities with the most pre-orders for the model are Guangzhou, Hangzhou, Shanghai, Beijing, Shenzhen, Chengdu, Wuhan, Chongqing, Ningbo and Suzhou, according to the company.</p><p>Russia’s oil output is set to fall roughly 20% by the start of next year as a European Union import ban comes into force, according to the International Energy Agency. Gradual monthly declines will start as soon as this month as Russia cuts back refining, and will quicken as the embargo takes effect, the IEA said in a market report.</p><p>China&#39;s auto sales surged 29.7% in July from a year earlier to 2.42 million units, extending a recovery that began in June with the help of eased COVID curbs and government incentives. But sales for the first seven months were still 2% lower than the corresponding 2021 period, data from the China Association of Automobile Manufacturers (CAAM) showed on Thursday.</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>Pre-Bell｜Dow Futures Gained Another 200 Points After PPI Report; This Monkeypox Stock Surged Over 70% in 2 Days</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\">\nPre-Bell｜Dow Futures Gained Another 200 Points After PPI Report; This Monkeypox Stock Surged Over 70% in 2 Days\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-11 20:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock futures rose on Thursday after all the major averages posted sharp gains in the prior session on the back of a better-than-expected July inflation report.</p><p><b>Market Snapshot</b></p><p>At 8:40 a.m. ET, Dow e-minis were up 0.75%, S&amp;P 500 e-minis were up 0.7%, and Nasdaq 100 e-minis were up 0.71%.</p><p><img src=\"https://static.tigerbbs.com/c79920e750bb3d8a3986744775f40184\" tg-width=\"1080\" tg-height=\"556\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/SIX\">Six Flags Entertainment</a></b> – The theme park operator’s stock tumbled 12.8% in the premarket after its quarterly profit and revenue fell well short of Wall Street forecasts. Six Flags saw its results hit by a 22% drop in attendance, among other factors.</p><p><b><a href=\"https://laohu8.com/S/GOOS\">Canada Goose</a></b> – The outerwear maker reported a smaller-than-expected quarterly loss, with revenue exceeding analyst forecasts. Canada Goose is the latest luxury retailer to see its high-end consumers maintain their spending levels. The stock added 2.4% in premarket trading.</p><p><b><a href=\"https://laohu8.com/S/WRBY\">Warby Parker Inc.</a></b> – The eyewear retailer reported a smaller-than-expected quarterly loss, with sales exceeding estimates. Active customer numbers rose 8.7% from a year earlier.</p><p><b><a href=\"https://laohu8.com/S/UTZ\">Utz Brands, Inc.</a></b> – The salty snacks maker’s stock jumped 8.2% in the premarket after reporting quarterly profit and revenue that was better than expected, as well as raising its full-year sales outlook.</p><p><b><a href=\"https://laohu8.com/S/CAH\">Cardinal Health</a></b> – Cardinal Health fell 1% in the premarket after reporting a mixed quarter, with the pharmaceutical distributor’s earnings beating Street forecasts while revenue came up short of estimates. Cardinal Health also announced that CEO Mike Kaufmann will step down on September 1, to be succeeded by Chief Financial Officer Jason Hollar.</p><p><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></b> – Disney rallied 8.9% in the premarket after reporting better-than-expected quarterly earnings and announcing a December 8 launch date for an ad-supported version of its Disney+ streaming service. It also announced it would increase the price of its ad-free service to $10.99 per month from $7.99.</p><p><b><a href=\"https://laohu8.com/S/SONO\">Sonos Inc</a></b> – Sonos skidded 17.6% in the premarket after its breakeven quarter surprised analysts, who were expecting a profit. Revenue was also well below Wall Street forecasts, with the company cutting its full-year forecast in the face of economic challenges. The maker of high-end speakers also announced the departure of CFO Brittany Bagley as of September 1.</p><p><b><a href=\"https://laohu8.com/S/BMBL\">Bumble Inc.</a></b> – Bumble tumbled 8.9% in premarket trading after the dating service operator cut its annual revenue forecast. Bumble is facing stiff competition from rivals such as Tinder parent Match Group(MTCH), and its Badoo dating app – which is popular in Western Europe – has been hurt by the war in Ukraine.</p><p><b><a href=\"https://laohu8.com/S/VCSA\">Vacasa Inc.</a></b> – Vacasa soared 24.7% in premarket action after the provider of vacation rental services raised its full-year outlook amid a surge in demand. Vacasa also reported a surprise quarterly profit.</p><p><b><a href=\"https://laohu8.com/S/VZIO\">Vizio Holding Corp.</a></b> – Vizio gained 2% in premarket trading after the maker of smart TVs and other consumer entertainment equipment reported a surprise profit for its latest quarter, with average revenue per user up 54% from a year earlier.</p><p><b><a href=\"https://laohu8.com/S/TTOO\">T2 Biosystems</a></b> – shares rose 32.91% in pre-market trading. T2 Biosystems shares jumped over 30% on Wednesday after the company on Tuesday announced it will explore the potential to develop a rapid molecular diagnostic test for monkeypox.</p><p><b>Market News</b></p><p>For the fiscal third quarter ended July 2, <b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></b> posted adjusted earnings per share of $1.09, up 36% from a year earlier, and itedged past Netflix Inc with a total of 221 million streaming customers and announced it will increase prices for customers who want to watch Disney+ or Hulu without commercials.</p><p>Harris Associates disclosed a stake in <b><a href=\"https://laohu8.com/S/CS\">Credit Suisse Group AG</a></b> of more than 10% after converting some of its holdings into American depositary receipts, underscoring its place as the bank’s biggest shareholder. The investment firm owned 266 million shares, or 10.1% of the total, as of July 31, Harris Associates said in a US regulatory filing on Wednesday.</p><p><b><a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a></b> said it has received investigative subpoenas and requests from the U.S. Securities and Exchange Commission, pointing to potential further pressure facing the crypto exchange, after it posted wider-than-expected losses inQ2.</p><p><b><a href=\"https://laohu8.com/S/APP\">AppLovin Corporation</a></b> saw a loss of $21.7 million, or 6 cents a share, compared to net income of $14.4 million, or 4 cents a share, last year. Total costs and expenses were $722.8 million for the quarter, up from $633.8 million a year ago. Revenue was up 16% to $776.2 million. The company also lowered its revenue outlook for the year to a range of $2.84 billion to $3.14 billion from its prior guidance of $3.14 billion to $3.44 billion.</p><p><b><a href=\"https://laohu8.com/S/CPNG\">Coupang, Inc.</a></b> now sees positive adjusted earnings before interest, tax, depreciation and amortization, compared with an earlier projection for a $400 million loss. ItsQ2 operating loss narrowed to $75 million, compared with a $514.9 million loss a year earlier. Total net revenue rose 12% to $5 billion in the period, while the number of active clients rose 5%.</p><p>The <b><a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a></b> G9 reached 22,819 pre-orders 24 hours after it opened for pre-sale, with the first pre-order coming from Shanghai, the company announced on Weibo today. The 10 cities with the most pre-orders for the model are Guangzhou, Hangzhou, Shanghai, Beijing, Shenzhen, Chengdu, Wuhan, Chongqing, Ningbo and Suzhou, according to the company.</p><p>Russia’s oil output is set to fall roughly 20% by the start of next year as a European Union import ban comes into force, according to the International Energy Agency. Gradual monthly declines will start as soon as this month as Russia cuts back refining, and will quicken as the embargo takes effect, the IEA said in a market report.</p><p>China&#39;s auto sales surged 29.7% in July from a year earlier to 2.42 million units, extending a recovery that began in June with the help of eased COVID curbs and government incentives. But sales for the first seven months were still 2% lower than the corresponding 2021 period, data from the China Association of Automobile Manufacturers (CAAM) showed on Thursday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188734167","content_text":"U.S. stock futures rose on Thursday after all the major averages posted sharp gains in the prior session on the back of a better-than-expected July inflation report.Market SnapshotAt 8:40 a.m. ET, Dow e-minis were up 0.75%, S&P 500 e-minis were up 0.7%, and Nasdaq 100 e-minis were up 0.71%.Pre-Market MoversSix Flags Entertainment – The theme park operator’s stock tumbled 12.8% in the premarket after its quarterly profit and revenue fell well short of Wall Street forecasts. Six Flags saw its results hit by a 22% drop in attendance, among other factors.Canada Goose – The outerwear maker reported a smaller-than-expected quarterly loss, with revenue exceeding analyst forecasts. Canada Goose is the latest luxury retailer to see its high-end consumers maintain their spending levels. The stock added 2.4% in premarket trading.Warby Parker Inc. – The eyewear retailer reported a smaller-than-expected quarterly loss, with sales exceeding estimates. Active customer numbers rose 8.7% from a year earlier.Utz Brands, Inc. – The salty snacks maker’s stock jumped 8.2% in the premarket after reporting quarterly profit and revenue that was better than expected, as well as raising its full-year sales outlook.Cardinal Health – Cardinal Health fell 1% in the premarket after reporting a mixed quarter, with the pharmaceutical distributor’s earnings beating Street forecasts while revenue came up short of estimates. Cardinal Health also announced that CEO Mike Kaufmann will step down on September 1, to be succeeded by Chief Financial Officer Jason Hollar.Walt Disney – Disney rallied 8.9% in the premarket after reporting better-than-expected quarterly earnings and announcing a December 8 launch date for an ad-supported version of its Disney+ streaming service. It also announced it would increase the price of its ad-free service to $10.99 per month from $7.99.Sonos Inc – Sonos skidded 17.6% in the premarket after its breakeven quarter surprised analysts, who were expecting a profit. Revenue was also well below Wall Street forecasts, with the company cutting its full-year forecast in the face of economic challenges. The maker of high-end speakers also announced the departure of CFO Brittany Bagley as of September 1.Bumble Inc. – Bumble tumbled 8.9% in premarket trading after the dating service operator cut its annual revenue forecast. Bumble is facing stiff competition from rivals such as Tinder parent Match Group(MTCH), and its Badoo dating app – which is popular in Western Europe – has been hurt by the war in Ukraine.Vacasa Inc. – Vacasa soared 24.7% in premarket action after the provider of vacation rental services raised its full-year outlook amid a surge in demand. Vacasa also reported a surprise quarterly profit.Vizio Holding Corp. – Vizio gained 2% in premarket trading after the maker of smart TVs and other consumer entertainment equipment reported a surprise profit for its latest quarter, with average revenue per user up 54% from a year earlier.T2 Biosystems – shares rose 32.91% in pre-market trading. T2 Biosystems shares jumped over 30% on Wednesday after the company on Tuesday announced it will explore the potential to develop a rapid molecular diagnostic test for monkeypox.Market NewsFor the fiscal third quarter ended July 2, Walt Disney posted adjusted earnings per share of $1.09, up 36% from a year earlier, and itedged past Netflix Inc with a total of 221 million streaming customers and announced it will increase prices for customers who want to watch Disney+ or Hulu without commercials.Harris Associates disclosed a stake in Credit Suisse Group AG of more than 10% after converting some of its holdings into American depositary receipts, underscoring its place as the bank’s biggest shareholder. The investment firm owned 266 million shares, or 10.1% of the total, as of July 31, Harris Associates said in a US regulatory filing on Wednesday.Coinbase Global, Inc. said it has received investigative subpoenas and requests from the U.S. Securities and Exchange Commission, pointing to potential further pressure facing the crypto exchange, after it posted wider-than-expected losses inQ2.AppLovin Corporation saw a loss of $21.7 million, or 6 cents a share, compared to net income of $14.4 million, or 4 cents a share, last year. Total costs and expenses were $722.8 million for the quarter, up from $633.8 million a year ago. Revenue was up 16% to $776.2 million. The company also lowered its revenue outlook for the year to a range of $2.84 billion to $3.14 billion from its prior guidance of $3.14 billion to $3.44 billion.Coupang, Inc. now sees positive adjusted earnings before interest, tax, depreciation and amortization, compared with an earlier projection for a $400 million loss. ItsQ2 operating loss narrowed to $75 million, compared with a $514.9 million loss a year earlier. Total net revenue rose 12% to $5 billion in the period, while the number of active clients rose 5%.The XPeng Inc. G9 reached 22,819 pre-orders 24 hours after it opened for pre-sale, with the first pre-order coming from Shanghai, the company announced on Weibo today. The 10 cities with the most pre-orders for the model are Guangzhou, Hangzhou, Shanghai, Beijing, Shenzhen, Chengdu, Wuhan, Chongqing, Ningbo and Suzhou, according to the company.Russia’s oil output is set to fall roughly 20% by the start of next year as a European Union import ban comes into force, according to the International Energy Agency. Gradual monthly declines will start as soon as this month as Russia cuts back refining, and will quicken as the embargo takes effect, the IEA said in a market report.China's auto sales surged 29.7% in July from a year earlier to 2.42 million units, extending a recovery that began in June with the help of eased COVID curbs and government incentives. But sales for the first seven months were still 2% lower than the corresponding 2021 period, data from the China Association of Automobile Manufacturers (CAAM) showed on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901709067,"gmtCreate":1659257873760,"gmtModify":1676536278370,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Noted.","listText":"Noted.","text":"Noted.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901709067","repostId":"1167462110","repostType":4,"repost":{"id":"1167462110","kind":"news","pubTimestamp":1659137882,"share":"https://ttm.financial/m/news/1167462110?lang=&edition=fundamental","pubTime":"2022-07-30 07:38","market":"us","language":"en","title":"SPY: The Bears Will Be Left Holding A Participation Trophy","url":"https://stock-news.laohu8.com/highlight/detail?id=1167462110","media":"seekingalpha","summary":"SummaryThe S&P 500 has gained momentum on an overall solid earnings season with a shifting macro env","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The S&amp;P 500 has gained momentum on an overall solid earnings season with a shifting macro environment.</li><li>An expectation for inflation to trend lower will set the stage for improving economic conditions going forward.</li><li>We are bullish on stocks and expect the rally to accelerate.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f744fd0ae071b9c2cf8c20afa3a5d7d7\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>Motortion</span></p><p>The market action has turned decisively bullish with the S&amp;P 500 (NYSEARCA:SPY) up over 13% from its June cycle low. What we&#39;re seeing is a shifting narrative where the major macro headwinds from the first half of the year arebeing left behind with stocks starting to price in improving conditions. The news flash is that the doom-and-gloomers with a pocalyptic calls for a depression-style crash may end up being wrong. The momentum in stocks right now is real and our message here is that we expect more upside.</p><p><b>A Technical Recession Is No Problem</b></p><p>Inflation has been hot, interest rates are higher, and the latest Q2 GDP data confirmed a technical recession. That being said, the overall economy appears relatively stable or resilient with room to emerge out of this rough patch. The bigger point here is that Q2 is history with an understanding that stocks are forward-looking. From a macro perspective, the scenario we see playing out is the soft landing.</p><p>Briefly, our take on the 0.9% decline in the Q2 GDP is to keep in mind that the economy was historically strong in 2021, growing by a massive 5.7%, in part fueled by the record stimulus last year. The result left both a tough comparison base and added a layer of volatility beyond the headline-making supply chain disruptions and geopolitical issues that defined the quarter. What&#39;s more positive is the real growth on a 2- and 3-year stacked basis from pre-pandemic levels. It&#39;s also encouraging that the quarter-over-quarter decline narrowed compared to the Q1 trend.</p><p>Other data has been more positive including the low unemployment rate and latest retail sales. In our view, the U.S. consumer as a group has been bruised, but otherwise alive and well.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f471219423737fa34aa6d51422e1f5a0\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/><span>source: tradingeconomics</span></p><p><b>Peak Inflation and Peak Fed Hawkishness</b></p><p>All indications are that inflation will begin to trend lower which removes one of the main culprits of the recent economic weakness. From there, the latest Fed rate hike likely marked &#34;peak hawkishness&#34; by removing the urgency to get more and more aggressive at future meetings. Inflation, as it relates to a near double-digit annual rate, may very well end up being transitory if we&#39;re allowed to un-retire that word.</p><p>The most positive indication is the sharp drop in gas prices which will directly hit the CPI over the next few months. According to data from &#34;GasBuddy&#34;, the national average for gas prices in the U.S. is down 78 cents from its peak in mid-June and forecast to drop under $4.00 per gallon over the next few weeks. Consumers are spending less on gas today than last month which means more money for other stuff.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d90d4f10e471f95a70656feacfb33d65\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>source: Twitter</span></p><p>Companies complainingabout high costs are set to get some breathing room. Most commodities are down 10-20% or more from their highs. Furthermore, we can highlight that reports of major retailers moving to discount merchandise to deal with a glut of inventory will also help cool inflation on the goods side. This is important because it plays into both a potential rebound of consumer sentiment and improved economic activity into 2023.</p><p>Investors need to start looking ahead toward the July CPI data release on August 10th. It&#39;s not a stretch to imagine that a cold inflation rate print that day will be read positively and can work as a catalyst for the next leg higher in stocks. The Fed may come into September FOMC with some swagger based on evidence their strategy is working. Call it effective execution, good timing, or just dumb luck; but a combination of inflation expectations trending lower while leading economic indicators rebound higher is a strong setup for risk assets. That&#39;s why we&#39;re bullish.</p><p><b>The Earnings That Really Matter</b></p><p>With Q2 earnings season in full swing, what we&#39;re seeing is that the companies that matter, being the mega-cap leaders, are proving capable of effectively navigating the current environment. The bullish case for the S&amp;P 500 got a lift this week with Amazon.com (AMZN) and Apple Inc. (AAPL) both beating estimates adding some confidence to both economic conditions and the market earnings trajectory.</p><p>The reports from other high-profile names like Alphabet Inc. (GOOGL), Microsoft Corp. (MSFT), and Tesla, Inc. (TSLA) were also positive. Notably, these stocks are among the largest constituents of the S&amp;P 500 which makes the index hard to bet against. At the end of the day, earnings growth is the most important driver for stock market performance.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a81fd6f1229142dc7dfd044c031387a7\" tg-width=\"602\" tg-height=\"586\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>One of the most controversial data points right now is the outlook for S&amp;P 500 earnings to climb 10% this year to $229.14. Any bearish case for stocks essentially needs that number to be wrong and drastically underperform expectations, maybe from a collapse in the economy. It hasn&#39;t happened thus far and we don&#39;t think it will. The Q2 earnings season is helping to reaffirm the S&amp;P 500 bottom-up EPS estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/166116ac51259509bf3bf659acda1ae5\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>source: FactSet Research Systems</span></p><p>The other side to the earnings trend is the impact on valuations. The chart below makes it clear that the market is cheap considering earnings are climbing even as stock prices are down from their peak. With the S&amp;P 500 currently trading at around the index level of 4100, the implied 12-month market forward P/E is 17x, which is below the 5-year average of 18.5x, around 9% higher. The upside here should consider that as macro conditions improve, earnings estimates have room to be revised even higher, making stocks appear even more attractive. A dynamic of multiples expansion can take hold.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/700439f883ca2e0ab354c8bb6b980324\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/><span>source: FactSet</span></p><p><b>Behavioral Biases Are Dangerous</b></p><p>Putting it all together, we attempted to show that some of the biggest storm clouds are passing and there is light at the end of the tunnel. Anyone with a short position on stocks or even sitting on the sidelines is likely sweating amid the rally in recent weeks.</p><p>We sense that a large segment of the market is falling for a couple of textbook behavioral biases related to cognitive dissonance. The main concept here is the trap of getting too emotionally attached to the bearish (or bullish) case in stocks for any number of reasons.</p><p>In truth, the allure of being a market bear is tempting. There is just something extra gratifying about shorting a stock and making money while the big wigs on Wall Street have a buy rating. Doom and gloom commentary against the grain always seems to come off as extra smart. Similarly, it&#39;s fair to say that the current political environment is conducive to keeping a cynical view on things. A call against the market may seem like a referendum against the status quo or even a judgment on global Central Banking orthodoxy. It&#39;s understandable, we get it, but it doesn&#39;t work like that. The market doesn&#39;t care about opinions and keeping an open mind is the way to go.</p><p>It&#39;s important to incorporate new information to make more objective decisions to overcome what&#39;s known as conservatism bias. Bears may also be expressing some confirmation bias by only valuing the data points that help reaffirm their pessimistic outlook. The headline of Q2 GDP decline may have fed into a view that the economy is falling apart and stocks will crash lower, but what we say was the S&amp;P 500 surged by over 1% on the report.</p><p><b>What&#39;s Next?</b></p><p>The next test for the S&amp;P 500 will be at the index level of 4,200 corresponding to around $420 in the SPY ETF. Let&#39;s go. We then see SPX retesting 4,500 which is a level it last traded at in mid-April. On the downside, 4,000 is the first level of support while a break under 3,800 or $380 in SPY would be indicative of a more serious deterioration.</p><p>On that point, it&#39;s always worth covering some of the risks. We can bring up the ongoing Russia-Ukraine war, which still has the potential to escalate, would force a reassessment of global stability. Energy prices are also a key monitoring point. Significantly higher oil and gas prices could kickstart a new round of inflation which would undermine the bullish case for equities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f1785b169a249f7f1d138140fde7d84\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>The way we see it playing out is that the market narrative will take some time to change. Some don&#39;t want to believe it. People are still talking about high gas prices and record inflation. The Q2 GDP print and big recession word is the headline de jour.</p><p>Fast forward, the door for economic data to come in better than expected over the next few months sets the stage for a new theme of recovery and stronger sentiment. If stocks continue to trend higher, the action will evolve into a fear of missing out for anyone on the sidelines while shorts rush to cover. The momentum can accelerate. Bears were winners to start 2022 but may ultimately be left just holding a participation trophy.</p><p>This article was written by BOOX Research</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>SPY: The Bears Will Be Left Holding A Participation Trophy</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\">\nSPY: The Bears Will Be Left Holding A Participation Trophy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-30 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527348-spy-market-gained-momentum-solid-earnings-season?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A11><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500 has gained momentum on an overall solid earnings season with a shifting macro environment.An expectation for inflation to trend lower will set the stage for improving economic ...</p>\n\n<a href=\"https://seekingalpha.com/article/4527348-spy-market-gained-momentum-solid-earnings-season?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A11\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4527348-spy-market-gained-momentum-solid-earnings-season?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A11","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1167462110","content_text":"SummaryThe S&P 500 has gained momentum on an overall solid earnings season with a shifting macro environment.An expectation for inflation to trend lower will set the stage for improving economic conditions going forward.We are bullish on stocks and expect the rally to accelerate.MotortionThe market action has turned decisively bullish with the S&P 500 (NYSEARCA:SPY) up over 13% from its June cycle low. What we're seeing is a shifting narrative where the major macro headwinds from the first half of the year arebeing left behind with stocks starting to price in improving conditions. The news flash is that the doom-and-gloomers with a pocalyptic calls for a depression-style crash may end up being wrong. The momentum in stocks right now is real and our message here is that we expect more upside.A Technical Recession Is No ProblemInflation has been hot, interest rates are higher, and the latest Q2 GDP data confirmed a technical recession. That being said, the overall economy appears relatively stable or resilient with room to emerge out of this rough patch. The bigger point here is that Q2 is history with an understanding that stocks are forward-looking. From a macro perspective, the scenario we see playing out is the soft landing.Briefly, our take on the 0.9% decline in the Q2 GDP is to keep in mind that the economy was historically strong in 2021, growing by a massive 5.7%, in part fueled by the record stimulus last year. The result left both a tough comparison base and added a layer of volatility beyond the headline-making supply chain disruptions and geopolitical issues that defined the quarter. What's more positive is the real growth on a 2- and 3-year stacked basis from pre-pandemic levels. It's also encouraging that the quarter-over-quarter decline narrowed compared to the Q1 trend.Other data has been more positive including the low unemployment rate and latest retail sales. In our view, the U.S. consumer as a group has been bruised, but otherwise alive and well.source: tradingeconomicsPeak Inflation and Peak Fed HawkishnessAll indications are that inflation will begin to trend lower which removes one of the main culprits of the recent economic weakness. From there, the latest Fed rate hike likely marked \"peak hawkishness\" by removing the urgency to get more and more aggressive at future meetings. Inflation, as it relates to a near double-digit annual rate, may very well end up being transitory if we're allowed to un-retire that word.The most positive indication is the sharp drop in gas prices which will directly hit the CPI over the next few months. According to data from \"GasBuddy\", the national average for gas prices in the U.S. is down 78 cents from its peak in mid-June and forecast to drop under $4.00 per gallon over the next few weeks. Consumers are spending less on gas today than last month which means more money for other stuff.source: TwitterCompanies complainingabout high costs are set to get some breathing room. Most commodities are down 10-20% or more from their highs. Furthermore, we can highlight that reports of major retailers moving to discount merchandise to deal with a glut of inventory will also help cool inflation on the goods side. This is important because it plays into both a potential rebound of consumer sentiment and improved economic activity into 2023.Investors need to start looking ahead toward the July CPI data release on August 10th. It's not a stretch to imagine that a cold inflation rate print that day will be read positively and can work as a catalyst for the next leg higher in stocks. The Fed may come into September FOMC with some swagger based on evidence their strategy is working. Call it effective execution, good timing, or just dumb luck; but a combination of inflation expectations trending lower while leading economic indicators rebound higher is a strong setup for risk assets. That's why we're bullish.The Earnings That Really MatterWith Q2 earnings season in full swing, what we're seeing is that the companies that matter, being the mega-cap leaders, are proving capable of effectively navigating the current environment. The bullish case for the S&P 500 got a lift this week with Amazon.com (AMZN) and Apple Inc. (AAPL) both beating estimates adding some confidence to both economic conditions and the market earnings trajectory.The reports from other high-profile names like Alphabet Inc. (GOOGL), Microsoft Corp. (MSFT), and Tesla, Inc. (TSLA) were also positive. Notably, these stocks are among the largest constituents of the S&P 500 which makes the index hard to bet against. At the end of the day, earnings growth is the most important driver for stock market performance.Seeking AlphaOne of the most controversial data points right now is the outlook for S&P 500 earnings to climb 10% this year to $229.14. Any bearish case for stocks essentially needs that number to be wrong and drastically underperform expectations, maybe from a collapse in the economy. It hasn't happened thus far and we don't think it will. The Q2 earnings season is helping to reaffirm the S&P 500 bottom-up EPS estimates.source: FactSet Research SystemsThe other side to the earnings trend is the impact on valuations. The chart below makes it clear that the market is cheap considering earnings are climbing even as stock prices are down from their peak. With the S&P 500 currently trading at around the index level of 4100, the implied 12-month market forward P/E is 17x, which is below the 5-year average of 18.5x, around 9% higher. The upside here should consider that as macro conditions improve, earnings estimates have room to be revised even higher, making stocks appear even more attractive. A dynamic of multiples expansion can take hold.source: FactSetBehavioral Biases Are DangerousPutting it all together, we attempted to show that some of the biggest storm clouds are passing and there is light at the end of the tunnel. Anyone with a short position on stocks or even sitting on the sidelines is likely sweating amid the rally in recent weeks.We sense that a large segment of the market is falling for a couple of textbook behavioral biases related to cognitive dissonance. The main concept here is the trap of getting too emotionally attached to the bearish (or bullish) case in stocks for any number of reasons.In truth, the allure of being a market bear is tempting. There is just something extra gratifying about shorting a stock and making money while the big wigs on Wall Street have a buy rating. Doom and gloom commentary against the grain always seems to come off as extra smart. Similarly, it's fair to say that the current political environment is conducive to keeping a cynical view on things. A call against the market may seem like a referendum against the status quo or even a judgment on global Central Banking orthodoxy. It's understandable, we get it, but it doesn't work like that. The market doesn't care about opinions and keeping an open mind is the way to go.It's important to incorporate new information to make more objective decisions to overcome what's known as conservatism bias. Bears may also be expressing some confirmation bias by only valuing the data points that help reaffirm their pessimistic outlook. The headline of Q2 GDP decline may have fed into a view that the economy is falling apart and stocks will crash lower, but what we say was the S&P 500 surged by over 1% on the report.What's Next?The next test for the S&P 500 will be at the index level of 4,200 corresponding to around $420 in the SPY ETF. Let's go. We then see SPX retesting 4,500 which is a level it last traded at in mid-April. On the downside, 4,000 is the first level of support while a break under 3,800 or $380 in SPY would be indicative of a more serious deterioration.On that point, it's always worth covering some of the risks. We can bring up the ongoing Russia-Ukraine war, which still has the potential to escalate, would force a reassessment of global stability. Energy prices are also a key monitoring point. Significantly higher oil and gas prices could kickstart a new round of inflation which would undermine the bullish case for equities.Seeking AlphaThe way we see it playing out is that the market narrative will take some time to change. Some don't want to believe it. People are still talking about high gas prices and record inflation. The Q2 GDP print and big recession word is the headline de jour.Fast forward, the door for economic data to come in better than expected over the next few months sets the stage for a new theme of recovery and stronger sentiment. If stocks continue to trend higher, the action will evolve into a fear of missing out for anyone on the sidelines while shorts rush to cover. The momentum can accelerate. Bears were winners to start 2022 but may ultimately be left just holding a participation trophy.This article was written by BOOX Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900329242,"gmtCreate":1658643128886,"gmtModify":1676536186832,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Thks..good info&nbsp;","listText":"Thks..good info&nbsp;","text":"Thks..good info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900329242","repostId":"2253092009","repostType":4,"repost":{"id":"2253092009","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1658625886,"share":"https://ttm.financial/m/news/2253092009?lang=&edition=fundamental","pubTime":"2022-07-24 09:24","market":"us","language":"en","title":"There Are Signs Inflation May Have Peaked, but Can It Come Down Fast Enough?","url":"https://stock-news.laohu8.com/highlight/detail?id=2253092009","media":"Dow Jones","summary":"Growing signs that price pressures are easing suggest that June's distressingly high 9.1% increase i","content":"<html><head></head><body><p>Growing signs that price pressures are easing suggest that June&#39;s distressingly high 9.1% increase in consumer prices will probably be the peak. But even if inflation indeed comes down, economists see a slow pace of decline.</p><p>Ed Hyman, chairman of Evercore ISI, pointed to many indicators that 9.1% might have been the top. Gasoline prices have fallen around 10% from their mid-June high point of $5.02 a gallon, according to AAA. Wheat futures prices have fallen by 37% since mid-May and corn futures prices are down 27% from mid-June. The cost of shipping goods from East Asia to the U.S. West Coast is 11.4% lower than a month ago, according to Xeneta, a Norway-based transportation-data and procurement firm.</p><p>Easing price pressures and improvements in backlogs and supplier delivery times in business surveys suggest that supply-chain snarls are unraveling. Mr. Hyman noted that money-supply growth has slowed sharply, evidence that monetary tightening is starting to bite.</p><p>Inflation expectations also fell recently -- an upbeat signal for the Fed, which believes that such expectations influence wage and price-setting behavior and thus actual inflation. The University of Michigan consumer-sentiment survey showed that longer-term inflation expectations slipped from June&#39;s 3.1% reading to 2.8% in late June and early July, matching the average rate during the 20 years before the pandemic.</p><p>Bond investors are less worried about inflation, based on the &#34;break-even inflation rate&#34; -- the difference between the yield on regular five-year Treasury bonds and on inflation-indexed bonds -- which has dropped to 2.67% from an all-time high of 3.59% hit in late March.</p><p>Inflation-based derivatives and bonds are projecting that the annual increase in the CPI will fall to 2.3% in just a year, around the Fed&#39;s 2% target (which uses a different price index), according to the Intercontinental Exchange. Roberto Perli, economist at Piper Sandler, calls such an outcome &#34;optimistic but not totally implausible.&#34; From February through early June, investors thought inflation would still be between 4% and 5% in a year.</p><p>&#34;It&#39;s a step in the right direction, but ultimately, even if June is the peak, we&#39;re still looking at an environment where inflation is too hot,&#34; said Sarah House, senior economist at Wells Fargo, who expects fourth-quarter inflation between 7.5% and 7.8%. &#34;So peak or not, inflation is going to remain painful through the end of the year.&#34;</p><p>And the slower it is to ebb, the larger the likelihood of a damaging downturn, said Brett Ryan, senior U.S. economist at Deutsche Bank.</p><p>Core inflation, which strips out volatile food and energy prices and is considered a better measure of inflation trends, was 5.9% in June, down from a peak of 6.5% in March. But Ms. House and Mr. Ryan both expect core inflation to revive and peak sometime around September, as strong price growth for housing and other services combines with low base comparisons in the 12-month calculation.</p><p>&#34;The more persistent inflation pressures, the higher the Federal Reserve needs [interest rates] to go to address them,&#34; said Mr. Ryan. &#34;That argues for a larger recession risk.&#34;</p><p>Fed Chairman Jerome Powell has said the central bank wants to see clear and convincing evidence that price pressures are subsiding before slowing or suspending rate increases.</p><p>&#34;The moment of truth comes at the end of this year,&#34; said Mr. Hyman. &#34;If the Fed keeps on raising rates, then they&#39;d invert the yield curve. I think that would increase the odds of recession enormously. It would probably also lower inflation, although it also seems to already be slowing, and will probably be even slower by then.&#34;</p><p>Aichi Amemiya, U.S. economist at Nomura, said that though it is too early to call it, his forecast sees June as the peak for the annual measure of overall inflation. However, the month-over-month change in core CPI will be key to watch in coming months, he said. If it slows from June&#39;s pace of 0.7% to 0.3% on a sustained basis by year-end, he expects the Fed to start planning to ease up on rate increases. That, however, will be hard to achieve, said Mr. Amemiya, &#34;which means the Fed will likely continue tightening even after the economy enters a recession.&#34;</p><p>Around the turn of the year, economists were generally confident that inflation would peak in early 2022, as energy prices stabilized and supply-chain pressures eased. Then Russia invaded Ukraine, and energy prices soared. Buzz about  &#34;the peak&#34; crescendoed again when inflation slid to an 8.3% annual rate in April, from 8.5% in March. But gasoline prices flared up again, and gains in food and rent picked up, too.</p><p>There is plenty of potential for another reversal in coming months, said Ms. House.</p><p>&#34;When we look at ongoing core inflation pressures, it wouldn&#39;t take much in the way of a commodities price shock for us to reach another high,&#34; she said, adding that possible examples include an escalation of the Russia-Ukraine conflict, a hurricane that shuts down an oil refinery, or an outage at a key semiconductor or auto plant. &#34;We all hope we&#39;re at the peak. But hope is not really an inflation strategy right now.&#34;</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>There Are Signs Inflation May Have Peaked, but Can It Come Down Fast Enough?</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\">\nThere Are Signs Inflation May Have Peaked, but Can It Come Down Fast Enough?\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\">2022-07-24 09:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Growing signs that price pressures are easing suggest that June&#39;s distressingly high 9.1% increase in consumer prices will probably be the peak. But even if inflation indeed comes down, economists see a slow pace of decline.</p><p>Ed Hyman, chairman of Evercore ISI, pointed to many indicators that 9.1% might have been the top. Gasoline prices have fallen around 10% from their mid-June high point of $5.02 a gallon, according to AAA. Wheat futures prices have fallen by 37% since mid-May and corn futures prices are down 27% from mid-June. The cost of shipping goods from East Asia to the U.S. West Coast is 11.4% lower than a month ago, according to Xeneta, a Norway-based transportation-data and procurement firm.</p><p>Easing price pressures and improvements in backlogs and supplier delivery times in business surveys suggest that supply-chain snarls are unraveling. Mr. Hyman noted that money-supply growth has slowed sharply, evidence that monetary tightening is starting to bite.</p><p>Inflation expectations also fell recently -- an upbeat signal for the Fed, which believes that such expectations influence wage and price-setting behavior and thus actual inflation. The University of Michigan consumer-sentiment survey showed that longer-term inflation expectations slipped from June&#39;s 3.1% reading to 2.8% in late June and early July, matching the average rate during the 20 years before the pandemic.</p><p>Bond investors are less worried about inflation, based on the &#34;break-even inflation rate&#34; -- the difference between the yield on regular five-year Treasury bonds and on inflation-indexed bonds -- which has dropped to 2.67% from an all-time high of 3.59% hit in late March.</p><p>Inflation-based derivatives and bonds are projecting that the annual increase in the CPI will fall to 2.3% in just a year, around the Fed&#39;s 2% target (which uses a different price index), according to the Intercontinental Exchange. Roberto Perli, economist at Piper Sandler, calls such an outcome &#34;optimistic but not totally implausible.&#34; From February through early June, investors thought inflation would still be between 4% and 5% in a year.</p><p>&#34;It&#39;s a step in the right direction, but ultimately, even if June is the peak, we&#39;re still looking at an environment where inflation is too hot,&#34; said Sarah House, senior economist at Wells Fargo, who expects fourth-quarter inflation between 7.5% and 7.8%. &#34;So peak or not, inflation is going to remain painful through the end of the year.&#34;</p><p>And the slower it is to ebb, the larger the likelihood of a damaging downturn, said Brett Ryan, senior U.S. economist at Deutsche Bank.</p><p>Core inflation, which strips out volatile food and energy prices and is considered a better measure of inflation trends, was 5.9% in June, down from a peak of 6.5% in March. But Ms. House and Mr. Ryan both expect core inflation to revive and peak sometime around September, as strong price growth for housing and other services combines with low base comparisons in the 12-month calculation.</p><p>&#34;The more persistent inflation pressures, the higher the Federal Reserve needs [interest rates] to go to address them,&#34; said Mr. Ryan. &#34;That argues for a larger recession risk.&#34;</p><p>Fed Chairman Jerome Powell has said the central bank wants to see clear and convincing evidence that price pressures are subsiding before slowing or suspending rate increases.</p><p>&#34;The moment of truth comes at the end of this year,&#34; said Mr. Hyman. &#34;If the Fed keeps on raising rates, then they&#39;d invert the yield curve. I think that would increase the odds of recession enormously. It would probably also lower inflation, although it also seems to already be slowing, and will probably be even slower by then.&#34;</p><p>Aichi Amemiya, U.S. economist at Nomura, said that though it is too early to call it, his forecast sees June as the peak for the annual measure of overall inflation. However, the month-over-month change in core CPI will be key to watch in coming months, he said. If it slows from June&#39;s pace of 0.7% to 0.3% on a sustained basis by year-end, he expects the Fed to start planning to ease up on rate increases. That, however, will be hard to achieve, said Mr. Amemiya, &#34;which means the Fed will likely continue tightening even after the economy enters a recession.&#34;</p><p>Around the turn of the year, economists were generally confident that inflation would peak in early 2022, as energy prices stabilized and supply-chain pressures eased. Then Russia invaded Ukraine, and energy prices soared. Buzz about  &#34;the peak&#34; crescendoed again when inflation slid to an 8.3% annual rate in April, from 8.5% in March. But gasoline prices flared up again, and gains in food and rent picked up, too.</p><p>There is plenty of potential for another reversal in coming months, said Ms. House.</p><p>&#34;When we look at ongoing core inflation pressures, it wouldn&#39;t take much in the way of a commodities price shock for us to reach another high,&#34; she said, adding that possible examples include an escalation of the Russia-Ukraine conflict, a hurricane that shuts down an oil refinery, or an outage at a key semiconductor or auto plant. &#34;We all hope we&#39;re at the peak. But hope is not really an inflation strategy right now.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253092009","content_text":"Growing signs that price pressures are easing suggest that June's distressingly high 9.1% increase in consumer prices will probably be the peak. But even if inflation indeed comes down, economists see a slow pace of decline.Ed Hyman, chairman of Evercore ISI, pointed to many indicators that 9.1% might have been the top. Gasoline prices have fallen around 10% from their mid-June high point of $5.02 a gallon, according to AAA. Wheat futures prices have fallen by 37% since mid-May and corn futures prices are down 27% from mid-June. The cost of shipping goods from East Asia to the U.S. West Coast is 11.4% lower than a month ago, according to Xeneta, a Norway-based transportation-data and procurement firm.Easing price pressures and improvements in backlogs and supplier delivery times in business surveys suggest that supply-chain snarls are unraveling. Mr. Hyman noted that money-supply growth has slowed sharply, evidence that monetary tightening is starting to bite.Inflation expectations also fell recently -- an upbeat signal for the Fed, which believes that such expectations influence wage and price-setting behavior and thus actual inflation. The University of Michigan consumer-sentiment survey showed that longer-term inflation expectations slipped from June's 3.1% reading to 2.8% in late June and early July, matching the average rate during the 20 years before the pandemic.Bond investors are less worried about inflation, based on the \"break-even inflation rate\" -- the difference between the yield on regular five-year Treasury bonds and on inflation-indexed bonds -- which has dropped to 2.67% from an all-time high of 3.59% hit in late March.Inflation-based derivatives and bonds are projecting that the annual increase in the CPI will fall to 2.3% in just a year, around the Fed's 2% target (which uses a different price index), according to the Intercontinental Exchange. Roberto Perli, economist at Piper Sandler, calls such an outcome \"optimistic but not totally implausible.\" From February through early June, investors thought inflation would still be between 4% and 5% in a year.\"It's a step in the right direction, but ultimately, even if June is the peak, we're still looking at an environment where inflation is too hot,\" said Sarah House, senior economist at Wells Fargo, who expects fourth-quarter inflation between 7.5% and 7.8%. \"So peak or not, inflation is going to remain painful through the end of the year.\"And the slower it is to ebb, the larger the likelihood of a damaging downturn, said Brett Ryan, senior U.S. economist at Deutsche Bank.Core inflation, which strips out volatile food and energy prices and is considered a better measure of inflation trends, was 5.9% in June, down from a peak of 6.5% in March. But Ms. House and Mr. Ryan both expect core inflation to revive and peak sometime around September, as strong price growth for housing and other services combines with low base comparisons in the 12-month calculation.\"The more persistent inflation pressures, the higher the Federal Reserve needs [interest rates] to go to address them,\" said Mr. Ryan. \"That argues for a larger recession risk.\"Fed Chairman Jerome Powell has said the central bank wants to see clear and convincing evidence that price pressures are subsiding before slowing or suspending rate increases.\"The moment of truth comes at the end of this year,\" said Mr. Hyman. \"If the Fed keeps on raising rates, then they'd invert the yield curve. I think that would increase the odds of recession enormously. It would probably also lower inflation, although it also seems to already be slowing, and will probably be even slower by then.\"Aichi Amemiya, U.S. economist at Nomura, said that though it is too early to call it, his forecast sees June as the peak for the annual measure of overall inflation. However, the month-over-month change in core CPI will be key to watch in coming months, he said. If it slows from June's pace of 0.7% to 0.3% on a sustained basis by year-end, he expects the Fed to start planning to ease up on rate increases. That, however, will be hard to achieve, said Mr. Amemiya, \"which means the Fed will likely continue tightening even after the economy enters a recession.\"Around the turn of the year, economists were generally confident that inflation would peak in early 2022, as energy prices stabilized and supply-chain pressures eased. Then Russia invaded Ukraine, and energy prices soared. Buzz about  \"the peak\" crescendoed again when inflation slid to an 8.3% annual rate in April, from 8.5% in March. But gasoline prices flared up again, and gains in food and rent picked up, too.There is plenty of potential for another reversal in coming months, said Ms. House.\"When we look at ongoing core inflation pressures, it wouldn't take much in the way of a commodities price shock for us to reach another high,\" she said, adding that possible examples include an escalation of the Russia-Ukraine conflict, a hurricane that shuts down an oil refinery, or an outage at a key semiconductor or auto plant. \"We all hope we're at the peak. But hope is not really an inflation strategy right now.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077292588,"gmtCreate":1658531939144,"gmtModify":1676536171110,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Great info..thanks","listText":"Great info..thanks","text":"Great info..thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077292588","repostId":"1149295629","repostType":4,"repost":{"id":"1149295629","kind":"news","pubTimestamp":1658478336,"share":"https://ttm.financial/m/news/1149295629?lang=&edition=fundamental","pubTime":"2022-07-22 16:25","market":"us","language":"en","title":"QQQ vs. QQQM vs. QQQJ: What To Expect From The Big 3 Nasdaq ETFs","url":"https://stock-news.laohu8.com/highlight/detail?id=1149295629","media":"thestreet.","summary":"How should an investor decide between QQQ, QQQM and QQQJ? Let's break down each of them one by one.","content":"<html><head></head><body><p>The Nasdaq was become synonymous with the tech sector, although that comparison isn&#39;t entirely fair. About half of the index is dedicated to technology stocks, but with more than 80% of the Nasdaq Composite composed of the big three growth sectors - tech, consumer discretionary and communication services - it&#39;s safe to say that this is one to consider if you&#39;re a risk seeker.</p><p>If you&#39;re looking to add Nasdaq exposure to your portfolio, there are three primary ETFs that you should consider - the <b>Invesco QQQ ETF (QQQ)</b>, the <b>Invesco Nasdaq 100 ETF (QQQM)</b> and the <b>Invesco Nasdaq Next Gen 100 ETF (QQQJ)</b>.</p><p>QQQ is the big one that everybody is familiar with. It&#39;s currently the 5th largest ETF in the marketplace with more than $150 billion in assets and is the largest that isn&#39;t focused on the S&amp;P 500 or total U.S. stock market.</p><p>QQQM is essentially the same as the QQQ, but with a lower expense ratio. Why would you choose one over the other if they&#39;re both the same? We&#39;ll get to that in a minute.</p><p>QQQJ targets the next 100 names below the Nasdaq 100, which QQQ and QQQM are based on. They offer exposure a little different than the others, but have bigger growth potential.</p><p>How should an investor decide between QQQ, QQQM and QQQJ? Let&#39;s break down each of them one by one.</p><p><b>Invesco QQQ ETF (QQQ)</b></p><p>QQQ tracks the Nasdaq 100 index. It&#39;s been around for more than 20 years and consists of 100 of the largest non-financial companies listed on the Nasdaq exchange.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/219e726ef5be4b35e0e31aae57497599\" tg-width=\"1093\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/><span>Invesco QQQ ETF (QQQ) Profile</span></p><p>I won&#39;t spend any more time talking about the tech-heavy nature of QQQ because most are familiar with it already, but the one thing worth noting for the purpose of this comparison is its expense ratio. At 0.20%, it&#39;s relatively inexpensive, but not nearly as cheap as many of the broad market ETFs from the likes of Vanguard and BlackRock, which often have expense ratios of 0.05% or less.</p><p>Keep that in mind as we take a look at the next ETF on the list.</p><p><b>Invesco Nasdaq 100 ETF (QQQM)</b></p><p>QQQM also tracks the Nasdaq 100 index.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f741ce0e7dbf24ef416656d1dc5f97a\" tg-width=\"1091\" tg-height=\"566\" referrerpolicy=\"no-referrer\"/><span>Invesco Nasdaq 100 ETF (QQQM) Profile</span></p><p>If you just did a double-take reading that last sentence, yes, you&#39;re reading it correctly. Invesco operates TWO ETFs that both track the Nasdaq 100. There&#39;s no gimmicks, no frills, no hidden fine print. Just two Nasdaq 100 ETFs.</p><p>So, what&#39;s the difference between QQQ and QQQM exactly? The answer is the expense ratio. QQQ charges 0.20% and QQQM charges 0.15%.</p><p>You may be asking yourself: if Invesco wanted to charge 0.15% for an ETF that tracks the Nasdaq 100, why didn&#39;t it just lower the expense ratio on QQQ? It&#39;s a good question and the answer, quite simply, is money. Just 0.05%, the difference between the two expense ratios, on a $150 billion asset base is about $75 million in revenue annually. Invesco may not come right out and say it, but why in the world would they give up that kind of revenue when it&#39;s already the 5th largest ETF around even with the higher expense ratio?</p><p>Launching QQQM with a lower expense ratio gives investors the opportunity to achieve the same exposure with a lower cost.</p><p>If QQQM is available for cheaper than QQQ, does that make QQQ irrelevant? Not exactly.</p><p>The answer to the question of which ETF you should choose comes down to a couple of things. First, while the expense ratio of QQQM is lower, you have to consider the total cost of ownership. By that, I mean you have to look at the expense ratio as well as the spread. The spread is essentially a measure of liquidity and is the cost of trading shares. Generally speaking, the larger a fund is and the more people it has trading shares, the lower the spread.</p><p>QQQM has more than $4 billion in assets, which represents strong and consistent growth of assets over time, but QQQ has more than $150 billion. Not surprisingly, its trading costs are lower, but only by a hair.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/727505633b58d73a8cadf935bc750c0b\" tg-width=\"444\" tg-height=\"236\" referrerpolicy=\"no-referrer\"/><span>QQQ vs. QQQM vs. QQQJ Trading Spreads</span></p><p>The &#34;average spread&#34; column is the one we want to look at. The spread on QQQ is virtually nothing because it&#39;s so large. QQQM&#39;s spread, while larger, is still just 2 basis points. It&#39;s not nothing, but it&#39;s still a very small number. When tallied together, the total cost of ownership for QQQM is 0.17% (the 0.15% expense ratio plus the 0.02% spread) vs. 0.21% for QQQ.</p><p>From a total cost of ownership perspective, QQQM edges out QQQ.</p><p>That doesn&#39;t mean QQQ can&#39;t still be useful. If you&#39;re trading a very large block of shares, the liquidity of QQQ could make it the better choice, but you&#39;d be talking a huge block of shares. For most retail investors, it will be a non-issue. If you&#39;re a long-term buy-and-hold investor, QQQM holds a slight advantage over QQQ.</p><p>QQQJ, however, is a whole different story.</p><p><b>Invesco Nasdaq Next Gen 100 ETF (QQQJ)</b></p><p>QQQJ tracks the Nasdaq Next Generation 100 index. It also eliminates financial stocks from consideration and targets the next 100 companies that would potentially be eligible for inclusion in the Nasdaq 100 if they manage to grow large enough.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abebf8cdb3f7f17d52effc3483ebdc85\" tg-width=\"1092\" tg-height=\"586\" referrerpolicy=\"no-referrer\"/><span>Invesco Nasdaq Next Gen 100 ETF (QQQJ) Profile</span></p><p>The idea behind buying QQQJ would involve the same logic for why you&#39;d be buying small-caps. You want to get ahead of the curve by buying them before they become large-caps.</p><p>History shows that about 1/3 of Next Gen 100 members do indeed go on to become eventual members of the Nasdaq 100. These components have historically delivered higher revenue growth, higher dividend growth rates and greater commitments to R&amp;D spending that those of the Nasdaq 100, according to Invesco research.</p><p>Obviously, there&#39;s no overlap between QQQ and QQQJ, but investors should know that they&#39;re getting substantially similar sector exposure (with one notable exception, which I&#39;ll get into in a moment). Because QQQJ is less than 2 years old, we don&#39;t have a lot of history to go off of, but shorter-term volatility measures suggest that the fund is about 20% more volatile than QQQ.</p><p><b>QQQ vs. QQQJ Asset Allocation</b></p><p>Both ETFs come in with a heavy tech and growth tilt, but QQQJ finds a lot of bubbling under stocks in the healthcare sector.</p><p>As mentioned earlier, there is very little in the Nasdaq 100 that falls outside of one of the big three growth sectors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09389c158258b0176e571b36630c4c5f\" tg-width=\"805\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/><span>QQQ Asset Allocation</span></p><p>Those three sectors are well-represented in QQQJ as well, but it triples the exposure of healthcare to roughly 20% of the fund&#39;s overall allocation compared to just over 6% in QQQ.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b56e3aa118cdcf7f7ef3ac5af8d6248\" tg-width=\"804\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/><span>QQQJ Asset Allocation</span></p><p>Outside of an 9% weighting to industrials, there&#39;s virtually nothing outside of the top 5 sectors. The success of QQQJ will be heavily dependent on growth stocks continuing to perform well, but the sizable allocation to healthcare gives it a bit of a different profile.</p><p><b>Conclusion</b></p><p>So, what are our investment choices overall?</p><p>QQQJ is obviously a different product than the other two, so we can consider that separately. It&#39;s more of a classic mid-cap growth ETF with a heavy tech tilt, so this would be appropriate for anyone looking to augment existing tech exposure in their portfolios or someone looking to add a punch of growth to more conservative portfolio. The success of the Next Gen 100 stocks has been proven over time and it&#39;s a nice way to be invested in the emerging up-and-comers.</p><p>QQQ vs. QQQM is a little more nuanced and the choice of which is better really depends on what you&#39;re going to use it for.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e53d4385f3fef5f2017a97962348a9b\" tg-width=\"721\" tg-height=\"234\" referrerpolicy=\"no-referrer\"/><span>QQQ vs. QQQM vs. QQQJ Expense Ratios</span></p><p>If you&#39;re a short-term trader and someone looking for a lot of liquidity in the market, QQQ is probably the better choice. If you&#39;re going to be in and out relatively quickly, it&#39;s better to go with the ETF with virtually no trading costs instead of taking a chance that you get hit with a higher spread.</p><p>Longer-term investors would probably benefit from QQQM. The difference between 0.20% and 0.15% is pretty small and we won&#39;t be talking a big difference in performance even over the long-term, but why not take advantage of the lower fee if you can get it.</p><p>Overall, these are three solid ETFs that are all worthy of consideration for your portfolio.</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>QQQ vs. QQQM vs. QQQJ: What To Expect From The Big 3 Nasdaq ETFs</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\">\nQQQ vs. QQQM vs. QQQJ: What To Expect From The Big 3 Nasdaq ETFs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 16:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/etffocus/trade-ideas/qqq-qqqm-qqqj-what-to-expect-big-3-nasdaq-etfs><strong>thestreet.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Nasdaq was become synonymous with the tech sector, although that comparison isn't entirely fair. About half of the index is dedicated to technology stocks, but with more than 80% of the Nasdaq ...</p>\n\n<a href=\"https://www.thestreet.com/etffocus/trade-ideas/qqq-qqqm-qqqj-what-to-expect-big-3-nasdaq-etfs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQM":"Invesco NASDAQ 100 ETF","QQQJ":"Invesco NASDAQ Next Gen 100 ETF","QQQ":"纳指100ETF"},"source_url":"https://www.thestreet.com/etffocus/trade-ideas/qqq-qqqm-qqqj-what-to-expect-big-3-nasdaq-etfs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149295629","content_text":"The Nasdaq was become synonymous with the tech sector, although that comparison isn't entirely fair. About half of the index is dedicated to technology stocks, but with more than 80% of the Nasdaq Composite composed of the big three growth sectors - tech, consumer discretionary and communication services - it's safe to say that this is one to consider if you're a risk seeker.If you're looking to add Nasdaq exposure to your portfolio, there are three primary ETFs that you should consider - the Invesco QQQ ETF (QQQ), the Invesco Nasdaq 100 ETF (QQQM) and the Invesco Nasdaq Next Gen 100 ETF (QQQJ).QQQ is the big one that everybody is familiar with. It's currently the 5th largest ETF in the marketplace with more than $150 billion in assets and is the largest that isn't focused on the S&P 500 or total U.S. stock market.QQQM is essentially the same as the QQQ, but with a lower expense ratio. Why would you choose one over the other if they're both the same? We'll get to that in a minute.QQQJ targets the next 100 names below the Nasdaq 100, which QQQ and QQQM are based on. They offer exposure a little different than the others, but have bigger growth potential.How should an investor decide between QQQ, QQQM and QQQJ? Let's break down each of them one by one.Invesco QQQ ETF (QQQ)QQQ tracks the Nasdaq 100 index. It's been around for more than 20 years and consists of 100 of the largest non-financial companies listed on the Nasdaq exchange.Invesco QQQ ETF (QQQ) ProfileI won't spend any more time talking about the tech-heavy nature of QQQ because most are familiar with it already, but the one thing worth noting for the purpose of this comparison is its expense ratio. At 0.20%, it's relatively inexpensive, but not nearly as cheap as many of the broad market ETFs from the likes of Vanguard and BlackRock, which often have expense ratios of 0.05% or less.Keep that in mind as we take a look at the next ETF on the list.Invesco Nasdaq 100 ETF (QQQM)QQQM also tracks the Nasdaq 100 index.Invesco Nasdaq 100 ETF (QQQM) ProfileIf you just did a double-take reading that last sentence, yes, you're reading it correctly. Invesco operates TWO ETFs that both track the Nasdaq 100. There's no gimmicks, no frills, no hidden fine print. Just two Nasdaq 100 ETFs.So, what's the difference between QQQ and QQQM exactly? The answer is the expense ratio. QQQ charges 0.20% and QQQM charges 0.15%.You may be asking yourself: if Invesco wanted to charge 0.15% for an ETF that tracks the Nasdaq 100, why didn't it just lower the expense ratio on QQQ? It's a good question and the answer, quite simply, is money. Just 0.05%, the difference between the two expense ratios, on a $150 billion asset base is about $75 million in revenue annually. Invesco may not come right out and say it, but why in the world would they give up that kind of revenue when it's already the 5th largest ETF around even with the higher expense ratio?Launching QQQM with a lower expense ratio gives investors the opportunity to achieve the same exposure with a lower cost.If QQQM is available for cheaper than QQQ, does that make QQQ irrelevant? Not exactly.The answer to the question of which ETF you should choose comes down to a couple of things. First, while the expense ratio of QQQM is lower, you have to consider the total cost of ownership. By that, I mean you have to look at the expense ratio as well as the spread. The spread is essentially a measure of liquidity and is the cost of trading shares. Generally speaking, the larger a fund is and the more people it has trading shares, the lower the spread.QQQM has more than $4 billion in assets, which represents strong and consistent growth of assets over time, but QQQ has more than $150 billion. Not surprisingly, its trading costs are lower, but only by a hair.QQQ vs. QQQM vs. QQQJ Trading SpreadsThe \"average spread\" column is the one we want to look at. The spread on QQQ is virtually nothing because it's so large. QQQM's spread, while larger, is still just 2 basis points. It's not nothing, but it's still a very small number. When tallied together, the total cost of ownership for QQQM is 0.17% (the 0.15% expense ratio plus the 0.02% spread) vs. 0.21% for QQQ.From a total cost of ownership perspective, QQQM edges out QQQ.That doesn't mean QQQ can't still be useful. If you're trading a very large block of shares, the liquidity of QQQ could make it the better choice, but you'd be talking a huge block of shares. For most retail investors, it will be a non-issue. If you're a long-term buy-and-hold investor, QQQM holds a slight advantage over QQQ.QQQJ, however, is a whole different story.Invesco Nasdaq Next Gen 100 ETF (QQQJ)QQQJ tracks the Nasdaq Next Generation 100 index. It also eliminates financial stocks from consideration and targets the next 100 companies that would potentially be eligible for inclusion in the Nasdaq 100 if they manage to grow large enough.Invesco Nasdaq Next Gen 100 ETF (QQQJ) ProfileThe idea behind buying QQQJ would involve the same logic for why you'd be buying small-caps. You want to get ahead of the curve by buying them before they become large-caps.History shows that about 1/3 of Next Gen 100 members do indeed go on to become eventual members of the Nasdaq 100. These components have historically delivered higher revenue growth, higher dividend growth rates and greater commitments to R&D spending that those of the Nasdaq 100, according to Invesco research.Obviously, there's no overlap between QQQ and QQQJ, but investors should know that they're getting substantially similar sector exposure (with one notable exception, which I'll get into in a moment). Because QQQJ is less than 2 years old, we don't have a lot of history to go off of, but shorter-term volatility measures suggest that the fund is about 20% more volatile than QQQ.QQQ vs. QQQJ Asset AllocationBoth ETFs come in with a heavy tech and growth tilt, but QQQJ finds a lot of bubbling under stocks in the healthcare sector.As mentioned earlier, there is very little in the Nasdaq 100 that falls outside of one of the big three growth sectors.QQQ Asset AllocationThose three sectors are well-represented in QQQJ as well, but it triples the exposure of healthcare to roughly 20% of the fund's overall allocation compared to just over 6% in QQQ.QQQJ Asset AllocationOutside of an 9% weighting to industrials, there's virtually nothing outside of the top 5 sectors. The success of QQQJ will be heavily dependent on growth stocks continuing to perform well, but the sizable allocation to healthcare gives it a bit of a different profile.ConclusionSo, what are our investment choices overall?QQQJ is obviously a different product than the other two, so we can consider that separately. It's more of a classic mid-cap growth ETF with a heavy tech tilt, so this would be appropriate for anyone looking to augment existing tech exposure in their portfolios or someone looking to add a punch of growth to more conservative portfolio. The success of the Next Gen 100 stocks has been proven over time and it's a nice way to be invested in the emerging up-and-comers.QQQ vs. QQQM is a little more nuanced and the choice of which is better really depends on what you're going to use it for.QQQ vs. QQQM vs. QQQJ Expense RatiosIf you're a short-term trader and someone looking for a lot of liquidity in the market, QQQ is probably the better choice. If you're going to be in and out relatively quickly, it's better to go with the ETF with virtually no trading costs instead of taking a chance that you get hit with a higher spread.Longer-term investors would probably benefit from QQQM. The difference between 0.20% and 0.15% is pretty small and we won't be talking a big difference in performance even over the long-term, but why not take advantage of the lower fee if you can get it.Overall, these are three solid ETFs that are all worthy of consideration for your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078532676,"gmtCreate":1657712733796,"gmtModify":1676536049568,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Market very sensitive....[LOL]&nbsp;","listText":"Market very sensitive....[LOL]&nbsp;","text":"Market very sensitive....[LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078532676","repostId":"1108856813","repostType":4,"repost":{"id":"1108856813","kind":"news","pubTimestamp":1657667991,"share":"https://ttm.financial/m/news/1108856813?lang=&edition=fundamental","pubTime":"2022-07-13 07:19","market":"us","language":"en","title":"MSFT Stock Slides as Microsoft Announces \"Structural Adjustment\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1108856813","media":"InvestorPlace","summary":"Shares of software and consumer technology giant Microsoft were down more than 4% on Tuesday.The com","content":"<html><head></head><body><ul><li>Shares of software and consumer technology giant <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> were down more than 4% on Tuesday.</li><li>The company announced a structural adjustment which includes role eliminations.</li><li>MSFT stock is down amid a tech sector trimming its workforce.</li></ul><p>One of the mainstays in business application software, <b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>) attracted significant attention this morning when it announced astructural adjustment, which includes both layoffs in certain segments as well as a hiring uptick in other roles. Such measures are occurring amid increasing job cuts in the broader tech sector along with rising fears of a recession. MSFT stock slipped about 2.5% in late morning trading.</p><p>Per a<i>Bloomberg</i>report, the pink slips will affect less than 1% of Microsoft’s 180,000-person workforce. The impacted sectors vary, including consulting and customer and partner solutions. Further, the company dispersed the layoffs across geographies.</p><p>In an emailed statement, Microsoft stated, “Today we had a small number of role eliminations. Like all companies, we evaluate our business priorities on a regular basis, and make structural adjustments accordingly.” In addition, the company noted, “We will continue to invest in our business and grow headcount overall in the year ahead.”</p><p>According to <i>Bloomberg</i>, in recent years, “Microsoft has typically announced job cuts shortly after the July 4 holiday in the US as it makes changes for the new fiscal period. The company said the layoffs were not spurred by the worsening economic picture, but in May it also slowed hiring in the Windows and Office groups.”</p><p>MSFT Stock in the Context of Tech’s Pessimism</p><p>While the disclosure clearly affected MSFT stock, it’s important to establish the broader context. Throughout this year, a growing number of companies in the tech sector have likewise distributed pink slips.</p><p>Indeed, what’s perhaps most worrying is that, per<i>Crunchbase News</i>, tech layoffshave acceleratedas the year progresses. For instance, in January, only three companies reported cutting their workforce: insurance technology (or insurtech) firm <b>Root Insurance</b>, beauty brand <b>Glossier</b> and fitness company <b>Beachbody</b>(NYSE:<b><u>BODY</u></b>).</p><p>However, by May, the negative momentum really picked up, “with at least 35 U.S.-based tech companies slashing headcount. That number more than doubled in June to 74 companies, or more than half of the companies in Crunchbase News’ Tech Layoffs tracker.”</p><p>Interestingly for anyone long MSFT stock, Comparably –a platformthat provides compensation data for public and private companies – reported 11% of surveyed Microsoft employees feel insecure. Within this group, 7% feel very insecure.</p><p>Why It Matters</p><p>Although Microsoft stated for the record the layoffs were not connected to rising recession fears, investors might not perceive the announcement in the same way — hence the downturn in MSFT stock. Essentially, Microsoft is one of the world’s biggest and most important companies. Therefore, any job cuts there are contextually significant.</p><p>In addition, the impact to customer solutions suggests at least some pressure from the soaring inflation rate. With both individuals and corporate entities tightening the belt to mitigate the loss of purchasing power, some of this collective force may be turning on the heat in Microsoft’s boardroom.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MSFT Stock Slides as Microsoft Announces \"Structural Adjustment\"</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\">\nMSFT Stock Slides as Microsoft Announces \"Structural Adjustment\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-13 07:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/msft-stock-slides-as-microsoft-announces-structural-adjustment/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of software and consumer technology giant Microsoft were down more than 4% on Tuesday.The company announced a structural adjustment which includes role eliminations.MSFT stock is down amid a ...</p>\n\n<a href=\"https://investorplace.com/2022/07/msft-stock-slides-as-microsoft-announces-structural-adjustment/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://investorplace.com/2022/07/msft-stock-slides-as-microsoft-announces-structural-adjustment/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108856813","content_text":"Shares of software and consumer technology giant Microsoft were down more than 4% on Tuesday.The company announced a structural adjustment which includes role eliminations.MSFT stock is down amid a tech sector trimming its workforce.One of the mainstays in business application software, Microsoft(NASDAQ:MSFT) attracted significant attention this morning when it announced astructural adjustment, which includes both layoffs in certain segments as well as a hiring uptick in other roles. Such measures are occurring amid increasing job cuts in the broader tech sector along with rising fears of a recession. MSFT stock slipped about 2.5% in late morning trading.Per aBloombergreport, the pink slips will affect less than 1% of Microsoft’s 180,000-person workforce. The impacted sectors vary, including consulting and customer and partner solutions. Further, the company dispersed the layoffs across geographies.In an emailed statement, Microsoft stated, “Today we had a small number of role eliminations. Like all companies, we evaluate our business priorities on a regular basis, and make structural adjustments accordingly.” In addition, the company noted, “We will continue to invest in our business and grow headcount overall in the year ahead.”According to Bloomberg, in recent years, “Microsoft has typically announced job cuts shortly after the July 4 holiday in the US as it makes changes for the new fiscal period. The company said the layoffs were not spurred by the worsening economic picture, but in May it also slowed hiring in the Windows and Office groups.”MSFT Stock in the Context of Tech’s PessimismWhile the disclosure clearly affected MSFT stock, it’s important to establish the broader context. Throughout this year, a growing number of companies in the tech sector have likewise distributed pink slips.Indeed, what’s perhaps most worrying is that, perCrunchbase News, tech layoffshave acceleratedas the year progresses. For instance, in January, only three companies reported cutting their workforce: insurance technology (or insurtech) firm Root Insurance, beauty brand Glossier and fitness company Beachbody(NYSE:BODY).However, by May, the negative momentum really picked up, “with at least 35 U.S.-based tech companies slashing headcount. That number more than doubled in June to 74 companies, or more than half of the companies in Crunchbase News’ Tech Layoffs tracker.”Interestingly for anyone long MSFT stock, Comparably –a platformthat provides compensation data for public and private companies – reported 11% of surveyed Microsoft employees feel insecure. Within this group, 7% feel very insecure.Why It MattersAlthough Microsoft stated for the record the layoffs were not connected to rising recession fears, investors might not perceive the announcement in the same way — hence the downturn in MSFT stock. Essentially, Microsoft is one of the world’s biggest and most important companies. Therefore, any job cuts there are contextually significant.In addition, the impact to customer solutions suggests at least some pressure from the soaring inflation rate. With both individuals and corporate entities tightening the belt to mitigate the loss of purchasing power, some of this collective force may be turning on the heat in Microsoft’s boardroom.","news_type":1},"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073259515,"gmtCreate":1657355353637,"gmtModify":1676535997194,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073259515","repostId":"2250182456","repostType":4,"repost":{"id":"2250182456","kind":"highlight","pubTimestamp":1657333821,"share":"https://ttm.financial/m/news/2250182456?lang=&edition=fundamental","pubTime":"2022-07-09 10:30","market":"us","language":"en","title":"Why NVIDIA Stock Got Beat by the Market Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2250182456","media":"Motley Fool","summary":"An analyst makes a 24% cut to his price target on the stock.","content":"<html><head></head><body><h2>What happened</h2><p>Some stocks ended this week with a serious bang after the July 4th holiday. Others, however, exited with a whimper. Unfortunately for its investors, <b>NVIDIA</b> was one of the latter. The specialty tech company&#39;s shares traded marginally lower on the day due largely to an analyst&#39;s price-target cut, booking a slightly deeper loss than the <b>S&amp;P 500</b> index.</p><h2>So what</h2><p>Tigress Financial Partners&#39; Ivan Feinseth was the person doing the cutting. He now believes NVIDIA stock is worth $310 per share, down quite some distance from his previous estimation of $410. Crucially, however, he is maintaining his buy recommendation on the company.</p><p>He also took pains to point out that his move is based on what he terms a &#34;rerating of valuation&#34; on the specialty tech stock. NVIDIA remains relatively popular among certain investors despite notable drops in the prices of other titles in the sector, while nervous investors sell out in favor of defensive stocks considered better plays in a potentially declining economy.</p><p>Feinseth is still very bullish on NVIDIA&#34;s business. In his research note detailing the price-target cut, he wrote that the company&#39;s &#34;leadership position in data centers, autonomous technology, and AI will continue to drive accelerating growth.&#34; He also pointed out that NVIDIA remains very much on the cutting edge of processor technology.</p><h2>Now what</h2><p>So at the end of the day, despite that 24% chop to NVIDIA&#39;s target price, the prognosticator still has a very sunny view of the company&#39;s future. It seems investors paid more attention to that than the reduced price level.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why NVIDIA Stock Got Beat by the Market Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy NVIDIA Stock Got Beat by the Market Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-09 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/08/why-nvidia-stock-got-beat-by-the-market-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedSome stocks ended this week with a serious bang after the July 4th holiday. Others, however, exited with a whimper. Unfortunately for its investors, NVIDIA was one of the latter. The ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/08/why-nvidia-stock-got-beat-by-the-market-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/07/08/why-nvidia-stock-got-beat-by-the-market-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250182456","content_text":"What happenedSome stocks ended this week with a serious bang after the July 4th holiday. Others, however, exited with a whimper. Unfortunately for its investors, NVIDIA was one of the latter. The specialty tech company's shares traded marginally lower on the day due largely to an analyst's price-target cut, booking a slightly deeper loss than the S&P 500 index.So whatTigress Financial Partners' Ivan Feinseth was the person doing the cutting. He now believes NVIDIA stock is worth $310 per share, down quite some distance from his previous estimation of $410. Crucially, however, he is maintaining his buy recommendation on the company.He also took pains to point out that his move is based on what he terms a \"rerating of valuation\" on the specialty tech stock. NVIDIA remains relatively popular among certain investors despite notable drops in the prices of other titles in the sector, while nervous investors sell out in favor of defensive stocks considered better plays in a potentially declining economy.Feinseth is still very bullish on NVIDIA\"s business. In his research note detailing the price-target cut, he wrote that the company's \"leadership position in data centers, autonomous technology, and AI will continue to drive accelerating growth.\" He also pointed out that NVIDIA remains very much on the cutting edge of processor technology.Now whatSo at the end of the day, despite that 24% chop to NVIDIA's target price, the prognosticator still has a very sunny view of the company's future. It seems investors paid more attention to that than the reduced price level.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048354579,"gmtCreate":1656147256891,"gmtModify":1676535776674,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048354579","repostId":"1122272925","repostType":4,"repost":{"id":"1122272925","kind":"news","pubTimestamp":1656083875,"share":"https://ttm.financial/m/news/1122272925?lang=&edition=fundamental","pubTime":"2022-06-24 23:17","market":"us","language":"en","title":"Is Nvidia Stock a Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=1122272925","media":"Motley Fool","summary":"Nvidia could face some upcoming bumps in the road.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>A recession might hurt the semiconductor industry.</li><li>But Nvidia is a market leader with significant long-term growth opportunities.</li><li>Buying the stock during a time of weakness could position long-term investors for solid gains.</li></ul><p>Semiconductor company <b>Nvidia</b> has had a rough year, falling more than 50% from its high as volatility continues to shake Wall Street.</p><p>Worries over a potential recession could further pressure shares; semiconductors have traditionally been an industry of booms and busts.</p><p>It might <i>feel</i> wrong, but here&#39;s why leaning into the uncertainty rather than avoiding it could prove lucrative for Nvidia investors in the long run.</p><p><b>Short-term industry challenges?</b></p><p>Nvidia is the market leader in discrete graphics processing units (GPUs), which are used heavily in specific applications like gaming, cryptocurrency mining, artificial intelligence (AI), and others where high computing power is needed.</p><p>There&#39;s increasing talk about a potential recession, which could mean less consumer spending and less demand for semiconductors. There&#39;s already an ongoing bear market in cryptocurrency, which could discourage people from investing in the GPUs and other resources needed for mining.</p><p>Nvidia guided for solid fiscal 2023 second-quarter performance, calling for $8.1 billion in revenue, a 24% year-over-year increase. The fiscal 2023 first quarter ended May 1, so the second quarter will cover May through July; investors will want to pay close attention to management&#39;s guidance for the next quarter. It could provide a good look at how management expects the business to perform in the fall if the economy does slow down in the coming months.</p><p><b>Long-term opportunities remain intact</b></p><p>It&#39;s possible that a recession does come, and Nvidia&#39;s growth will slow. But this is where having a long-term time horizon can be an investor&#39;s superpower. You don&#39;t need to worry about the short-term ups and downs of the industry; you can focus on the big picture.</p><p>The long-term need for semiconductors figures to rise dramatically over time. Research firm McKinsey estimates that the global market for semiconductors could grow from $600 billion to $1 trillion by 2030.</p><p>AI could play a big part in this demand. Emerging technologies like autonomous vehicles, digital-world creation, and edge computing require computing power on site and in data centers to support the immense loads of information generated.</p><p>Nvidia&#39;s data center business ended fiscal 2022 on a $13 billion revenue pace, up from just $5 billion two years prior. The company was the world&#39;s market leader in discrete GPUs (meaning dedicated GPUs instead of ones being built into the computer processor) at 83% in 2021.</p><p>Nvidia could capture much of this industry growth and has built an extensive ecosystem to protect its market share. It&#39;s developed a full stack for AI, providing the GPU hardware, software, and developer tools for a turnkey system to create AI technologies on top of Nvidia&#39;s products.</p><p>What does all of this mean? The semiconductor market might hit the occasional bump, but Nvidia is still poised to grow over the years ahead. Semiconductors are the building blocks of technology, and the world will only need more as time goes on.</p><p><b>Buying into the pain</b></p><p>Understandably, people typically hate buying when stocks go down; it can feel painful and only worsen if the stock keeps falling after you buy. Nobody knows what a stock will do tomorrow.</p><p>But isn&#39;t a falling share price good if you&#39;re optimistic about the company&#39;s long-term direction? It&#39;s like getting something on sale; you should embrace the market&#39;s discount.</p><p>Below, you can see Nvidia&#39;s price-to-earnings ratio (P/E), which shows you how much you&#39;re paying for a piece of Nvidia&#39;s profits. People were happy to pay more than $300 for the stock, despite getting a poor value on their investment. The stock traded at a P/E of about 105 at its peak! The <b>S&amp;P 500</b> historically trades at a P/E of about 15, so Nvidia is very expensive compared to the broader market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a436447e15c410a57b2cd82f5853bef\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>NVDA DATA BY YCHARTS.</span></p><p>But now, the stock&#39;s valuation has fallen dramatically to a P/E of 42, its lowest since late 2019. Analysts expect Nvidia to grow earnings per share (EPS) by an average of 16% annually over the next three to five years, a slowdown from the 43% rate it averaged over the previous five years.</p><p>It&#39;s hard to call Nvidia a <i>bargain</i> with that in mind, but as the market leader in discrete GPUs, growth could accelerate during the next market cycle for semiconductors. Buying cyclical companies during moments of weakness can be a great way to position your portfolio for long-term rewards.</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>Is Nvidia Stock a Buy Now?</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\">\nIs Nvidia Stock a Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-24 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/22/is-nvidia-stock-a-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSA recession might hurt the semiconductor industry.But Nvidia is a market leader with significant long-term growth opportunities.Buying the stock during a time of weakness could position long...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/22/is-nvidia-stock-a-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/06/22/is-nvidia-stock-a-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122272925","content_text":"KEY POINTSA recession might hurt the semiconductor industry.But Nvidia is a market leader with significant long-term growth opportunities.Buying the stock during a time of weakness could position long-term investors for solid gains.Semiconductor company Nvidia has had a rough year, falling more than 50% from its high as volatility continues to shake Wall Street.Worries over a potential recession could further pressure shares; semiconductors have traditionally been an industry of booms and busts.It might feel wrong, but here's why leaning into the uncertainty rather than avoiding it could prove lucrative for Nvidia investors in the long run.Short-term industry challenges?Nvidia is the market leader in discrete graphics processing units (GPUs), which are used heavily in specific applications like gaming, cryptocurrency mining, artificial intelligence (AI), and others where high computing power is needed.There's increasing talk about a potential recession, which could mean less consumer spending and less demand for semiconductors. There's already an ongoing bear market in cryptocurrency, which could discourage people from investing in the GPUs and other resources needed for mining.Nvidia guided for solid fiscal 2023 second-quarter performance, calling for $8.1 billion in revenue, a 24% year-over-year increase. The fiscal 2023 first quarter ended May 1, so the second quarter will cover May through July; investors will want to pay close attention to management's guidance for the next quarter. It could provide a good look at how management expects the business to perform in the fall if the economy does slow down in the coming months.Long-term opportunities remain intactIt's possible that a recession does come, and Nvidia's growth will slow. But this is where having a long-term time horizon can be an investor's superpower. You don't need to worry about the short-term ups and downs of the industry; you can focus on the big picture.The long-term need for semiconductors figures to rise dramatically over time. Research firm McKinsey estimates that the global market for semiconductors could grow from $600 billion to $1 trillion by 2030.AI could play a big part in this demand. Emerging technologies like autonomous vehicles, digital-world creation, and edge computing require computing power on site and in data centers to support the immense loads of information generated.Nvidia's data center business ended fiscal 2022 on a $13 billion revenue pace, up from just $5 billion two years prior. The company was the world's market leader in discrete GPUs (meaning dedicated GPUs instead of ones being built into the computer processor) at 83% in 2021.Nvidia could capture much of this industry growth and has built an extensive ecosystem to protect its market share. It's developed a full stack for AI, providing the GPU hardware, software, and developer tools for a turnkey system to create AI technologies on top of Nvidia's products.What does all of this mean? The semiconductor market might hit the occasional bump, but Nvidia is still poised to grow over the years ahead. Semiconductors are the building blocks of technology, and the world will only need more as time goes on.Buying into the painUnderstandably, people typically hate buying when stocks go down; it can feel painful and only worsen if the stock keeps falling after you buy. Nobody knows what a stock will do tomorrow.But isn't a falling share price good if you're optimistic about the company's long-term direction? It's like getting something on sale; you should embrace the market's discount.Below, you can see Nvidia's price-to-earnings ratio (P/E), which shows you how much you're paying for a piece of Nvidia's profits. People were happy to pay more than $300 for the stock, despite getting a poor value on their investment. The stock traded at a P/E of about 105 at its peak! The S&P 500 historically trades at a P/E of about 15, so Nvidia is very expensive compared to the broader market.NVDA DATA BY YCHARTS.But now, the stock's valuation has fallen dramatically to a P/E of 42, its lowest since late 2019. Analysts expect Nvidia to grow earnings per share (EPS) by an average of 16% annually over the next three to five years, a slowdown from the 43% rate it averaged over the previous five years.It's hard to call Nvidia a bargain with that in mind, but as the market leader in discrete GPUs, growth could accelerate during the next market cycle for semiconductors. Buying cyclical companies during moments of weakness can be a great way to position your portfolio for long-term rewards.","news_type":1},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041537202,"gmtCreate":1656071660306,"gmtModify":1676535762523,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041537202","repostId":"1133394604","repostType":4,"repost":{"id":"1133394604","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1656046849,"share":"https://ttm.financial/m/news/1133394604?lang=&edition=fundamental","pubTime":"2022-06-24 13:00","market":"hk","language":"en","title":"Why Alibaba, Nio, Chinese Peers Are Trading Higher in Hong Kong Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1133394604","media":"Benzinga","summary":"Shares of major U.S.-listed Chinese companies inched higher in Hong Kong on Friday, with Alibaba Gro","content":"<html><head></head><body><p>Shares of major U.S.-listed Chinese companies inched higher in Hong Kong on Friday, with <a href=\"https://laohu8.com/S/BABA\">Alibaba Group Holdings</a> stock surging 5.74%, other tech giants like <a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>, <a href=\"https://laohu8.com/S/09888\">Baidu Inc</a>, and <a href=\"https://laohu8.com/S/09618\">JD.com IncJ</a> gaining at least a percent.</p><p><img src=\"https://static.tigerbbs.com/5450c38180a6ec09ab3fcc2b3f19f65f\" tg-width=\"974\" tg-height=\"667\" width=\"100%\" height=\"auto\"/></p><p>In the electric vehicle segment, <a href=\"https://laohu8.com/S/09868\">Xpeng Inc</a> led the rally with 9.29% gains, while <a href=\"https://laohu8.com/S/02015\">Li Auto Inc</a> and <a href=\"https://laohu8.com/S/09866\">Nio Inc</a> also traded in the green.</p><p><img src=\"https://static.tigerbbs.com/491fb3794a2e29482dda514d06321f82\" tg-width=\"966\" tg-height=\"667\" width=\"100%\" height=\"auto\"/>Shares of these Chinese companies ended on a similar note in the U.S. markets overnight.</p><p>Global Markets Recap: At press time, the benchmark Hang Seng Index was trading 1.71% higher, deriving cues from global markets.</p><p>In the U.S., the Dow Jones index closed 0.64% higher after another bumpy session.</p><p>Elsewhere, Shanghai&#39;s SSE Composite Index gained 0.52%, Singapore&#39;s SGX Nifty was up 0.64%, while Japan&#39;s Nikkei 225 inched 0.73% higher.</p><p><b>Macro Factors:</b> U.S. Federal Reserve Chairman Jerome Powell warned that rapidly rising interest rates threatened a recession. Powell also told Congress that policymakers would move aggressively to fight inflation but said the U.S. economy is &#34;well-positioned&#34; to handle rate hikes.</p><p>China&#39;s state television CCTV, citing a State Council meeting chaired by Premier Li Keqiang, reported that the government is considering extending exemptions by about 200 billion yuan ($30 billion).</p><p>The report added that policies such as waiving taxes would bolster demand for new energy vehicles and stimulate the used-car market.</p><p><b>Company In News:</b> <b>JPMorgan</b> is doubling down on Alibaba, JD, and other Chinese techstocks amid easing regulatory crackdown, valuation, and supportive macroeconomic policy measures that pose positive catalysts for these stocks.</p><p>German automaker <b>BMW</b> has started productionat a new $2.24 billion electric vehicle plant in Shenyang, China, as it looks to take on <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a>, Nio, and other fast-growing local EV rivals.</p><p>Two and a half years after its first vehicle delivery, XPeng has reached the milestone of200,000 vehicle deliveries.</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>Why Alibaba, Nio, Chinese Peers Are Trading Higher in Hong Kong Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Alibaba, Nio, Chinese Peers Are Trading Higher in Hong Kong Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-06-24 13:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of major U.S.-listed Chinese companies inched higher in Hong Kong on Friday, with <a href=\"https://laohu8.com/S/BABA\">Alibaba Group Holdings</a> stock surging 5.74%, other tech giants like <a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>, <a href=\"https://laohu8.com/S/09888\">Baidu Inc</a>, and <a href=\"https://laohu8.com/S/09618\">JD.com IncJ</a> gaining at least a percent.</p><p><img src=\"https://static.tigerbbs.com/5450c38180a6ec09ab3fcc2b3f19f65f\" tg-width=\"974\" tg-height=\"667\" width=\"100%\" height=\"auto\"/></p><p>In the electric vehicle segment, <a href=\"https://laohu8.com/S/09868\">Xpeng Inc</a> led the rally with 9.29% gains, while <a href=\"https://laohu8.com/S/02015\">Li Auto Inc</a> and <a href=\"https://laohu8.com/S/09866\">Nio Inc</a> also traded in the green.</p><p><img src=\"https://static.tigerbbs.com/491fb3794a2e29482dda514d06321f82\" tg-width=\"966\" tg-height=\"667\" width=\"100%\" height=\"auto\"/>Shares of these Chinese companies ended on a similar note in the U.S. markets overnight.</p><p>Global Markets Recap: At press time, the benchmark Hang Seng Index was trading 1.71% higher, deriving cues from global markets.</p><p>In the U.S., the Dow Jones index closed 0.64% higher after another bumpy session.</p><p>Elsewhere, Shanghai&#39;s SSE Composite Index gained 0.52%, Singapore&#39;s SGX Nifty was up 0.64%, while Japan&#39;s Nikkei 225 inched 0.73% higher.</p><p><b>Macro Factors:</b> U.S. Federal Reserve Chairman Jerome Powell warned that rapidly rising interest rates threatened a recession. Powell also told Congress that policymakers would move aggressively to fight inflation but said the U.S. economy is &#34;well-positioned&#34; to handle rate hikes.</p><p>China&#39;s state television CCTV, citing a State Council meeting chaired by Premier Li Keqiang, reported that the government is considering extending exemptions by about 200 billion yuan ($30 billion).</p><p>The report added that policies such as waiving taxes would bolster demand for new energy vehicles and stimulate the used-car market.</p><p><b>Company In News:</b> <b>JPMorgan</b> is doubling down on Alibaba, JD, and other Chinese techstocks amid easing regulatory crackdown, valuation, and supportive macroeconomic policy measures that pose positive catalysts for these stocks.</p><p>German automaker <b>BMW</b> has started productionat a new $2.24 billion electric vehicle plant in Shenyang, China, as it looks to take on <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a>, Nio, and other fast-growing local EV rivals.</p><p>Two and a half years after its first vehicle delivery, XPeng has reached the milestone of200,000 vehicle deliveries.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02015":"理想汽车-W","09888":"百度集团-SW","09866":"蔚来-SW","00700":"腾讯控股","09868":"小鹏汽车-W","09988":"阿里巴巴-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133394604","content_text":"Shares of major U.S.-listed Chinese companies inched higher in Hong Kong on Friday, with Alibaba Group Holdings stock surging 5.74%, other tech giants like Tencent Holdings, Baidu Inc, and JD.com IncJ gaining at least a percent.In the electric vehicle segment, Xpeng Inc led the rally with 9.29% gains, while Li Auto Inc and Nio Inc also traded in the green.Shares of these Chinese companies ended on a similar note in the U.S. markets overnight.Global Markets Recap: At press time, the benchmark Hang Seng Index was trading 1.71% higher, deriving cues from global markets.In the U.S., the Dow Jones index closed 0.64% higher after another bumpy session.Elsewhere, Shanghai's SSE Composite Index gained 0.52%, Singapore's SGX Nifty was up 0.64%, while Japan's Nikkei 225 inched 0.73% higher.Macro Factors: U.S. Federal Reserve Chairman Jerome Powell warned that rapidly rising interest rates threatened a recession. Powell also told Congress that policymakers would move aggressively to fight inflation but said the U.S. economy is \"well-positioned\" to handle rate hikes.China's state television CCTV, citing a State Council meeting chaired by Premier Li Keqiang, reported that the government is considering extending exemptions by about 200 billion yuan ($30 billion).The report added that policies such as waiving taxes would bolster demand for new energy vehicles and stimulate the used-car market.Company In News: JPMorgan is doubling down on Alibaba, JD, and other Chinese techstocks amid easing regulatory crackdown, valuation, and supportive macroeconomic policy measures that pose positive catalysts for these stocks.German automaker BMW has started productionat a new $2.24 billion electric vehicle plant in Shenyang, China, as it looks to take on Tesla Inc, Nio, and other fast-growing local EV rivals.Two and a half years after its first vehicle delivery, XPeng has reached the milestone of200,000 vehicle deliveries.","news_type":1},"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025231982,"gmtCreate":1653695501246,"gmtModify":1676535327097,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Reversal soon?","listText":"Reversal soon?","text":"Reversal soon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025231982","repostId":"2238961106","repostType":4,"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025239145,"gmtCreate":1653695404287,"gmtModify":1676535327050,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025239145","repostId":"2238387186","repostType":4,"repost":{"id":"2238387186","kind":"news","pubTimestamp":1653660205,"share":"https://ttm.financial/m/news/2238387186?lang=&edition=fundamental","pubTime":"2022-05-27 22:03","market":"hk","language":"en","title":"Alibaba Earnings: Back Up The Truck","url":"https://stock-news.laohu8.com/highlight/detail?id=2238387186","media":"seekingalpha","summary":"SummaryAlibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.Expectatio","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.</li><li>Expectations were low heading into the release.</li><li>At this point, BABA has gotten beaten down to the point of absurdity.</li><li>In this article I dissect Alibaba&#39;s Q4 earnings release and explain why I&#39;m still long despite all the challenges.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb3d9594de3e32459d994aa3977dc753\" tg-width=\"1080\" tg-height=\"718\" referrerpolicy=\"no-referrer\"/><span>Michael Loccisano/Getty Images Entertainment</span></p><p><b>Alibaba Group Holding Limited</b> (NYSE:BABA) just released its fourth quarter earnings. The release beat expectations on revenue as well as on EPS. The $3 billion year-over-year increase in revenue showed that BABA was able to crankout strong sales growth even amid China’s lockdowns and other macroeconomic headwinds.</p><p>Alibaba had a lot of things working in its favor going into its Q2 release. The company had negative earnings in the prior year quarter, which meant that the comparisons were soft this time around. The company was caught off guard by some lockdowns in major Chinese cities, but it wasn’t until Q2 (Alibaba’s fiscal Q1) that they became truly widespread. Additionally, BABA enjoyed a significant increase in web traffic in Q4 across virtually all of its online channels. Despite these two factors working in BABA’s favor, analysts still cut estimates repeatedly throughout the quarter, leading to weak expectations.</p><p>So, Alibaba had many advantages heading into this release. Which is why it was not surprising that earnings beat expectations. In Q4, Alibaba put most of its 2021 tech crackdown damage behind it. We’re beginning to see the effects of that today.</p><p>With a solid fourth quarter under its belt, Alibaba has a good foundation to build from. While the upcoming quarterly release is likely to be weak due to China’s heavy Q2 lockdowns, BABA will once again have soft comparisons in the September quarter. This lends credence to the idea that 2022 will be the year when Alibaba recovers–although the process may take longer than we initially thought.</p><p><b>Earnings Recap</b></p><p>For the fourth quarter, Alibaba delivered strong earnings, beating on both the top and bottom lines. Some highlights include:</p><ul><li><p>Revenue: $32.1 billion, up 9% (beat by $3 billion);</p></li><li><p>Operating income: $2.6 billion;</p></li><li><p>GAAP earnings: $-2.5 billion;</p></li><li><p>Adjusted earnings: $3.1 billion;</p></li><li><p>Diluted EPS: $1.25, down 23% (beat by $0.16);</p></li><li><p>Operating cash flow: $-1.1 billion.</p></li></ul><p>Pretty strong results, all things considered. Even with lockdowns taking place in the fourth quarter, Alibaba managed to grow its revenue by billions of dollars.</p><p>A few metrics in the release were particularly surprising, such as the 8% growth in core commerce. Going into the release, many investors expected the core eCommerce segment to weigh on results, as China was going through lockdowns in Q4. In past quarters, that segment underperformed relative to the cloud segment. This time around, that trend reversed. In Q4, Alibaba Cloud lost its biggest customer, which resulted in the segment growing by only 21%. Alibaba Cloud has long been considered a major potential growth driver for BABA, so its comparative under-performance in Q4 was a disappointment.</p><p>The cloud segment is worth exploring in detail. In the earnings release, BABA said that “a top customer” cut out its use of Alibaba cloud due to slowing demand in China. It did not specify the identity of the customer. The customer also apparently ceased using Alibaba Cloud in its international business, though it declined to say why. According to Alibaba, cloud growth would have been 29% had this customer not stopped using the service.</p><p>So, although Alibaba Cloud growth decelerated significantly in Q4, there is reason to think that it will pick up again. The 29% growth that Alibaba Cloud would have delivered had this customer still been in the picture would have been commensurate with past quarters, meaning that BABA would not have experienced deceleration. If Alibaba can get that customer back, then its growth could accelerate in the near future.</p><p><b>Competitors’ Results</b></p><p>To truly understand Alibaba’s Q4 results, we need to check in on how the company’s competitors have been doing. It’s well known that China’s government wants to increase competition in the tech sector, and this has been cited as a headwind for Alibaba. Given this, it makes sense to look at some of BABA’s competitors’ recent releases. Armed with this information, we can gauge how much of an advantage or disadvantage BABA has going forward.</p><p>First, let’s look at <b>JD.com, Inc.</b> (JD). JD’s earnings release was mixed. Revenue beat expectations, growing 18%, as did adjusted earnings. GAAP earnings, on the other hand, missed by a pretty wide margin, coming in at $-0.29, compared to $-0.02 expected. It wasn’t a great release, but the growth in revenue shows that one of BABA’s competitors is increasing its presence in the market. That could be thought of as a negative for BABA.</p><p>Next up we have <b>Pinduoduo Inc.</b> (PDD). PDD’s most recent release showed its slowest revenue growth in years. Coming in at 3%, the company’s revenue decelerated dramatically. That was definitely a positive for Alibaba. Pinduoduo’s popular group purchase model in agricultural goods could have made it a real competitor to BABA had it branched out into more product categories. Now that PDD’s growth is slowing down, it looks like the possible competitive threat has eased off. (<a href=\"https://ttm.financial/NW/1123192288\" target=\"_blank\">Pinduoduo has announced its quarterly results</a>)</p><p><b>Valuation</b></p><p>Alibaba’s Q4 results are particularly encouraging when we consider them along with the company’s valuation. Alibaba’s recent earnings beat expectations, yet the company’s stock is still very cheap, boasting valuation multiples like:</p><ul><li><p>Adjusted P/E: 9.5;</p></li><li><p>GAAP P/E: 21.9;</p></li><li><p>Price/sales: 1.69;</p></li><li><p>Price/book: 1.44;</p></li><li><p>Price/operating cash flow: 8.</p></li></ul><p>The above metrics strongly hint at a company that may be undervalued. BABA is, quite frankly, priced like it’s going out of business. Its price/book multiple is approaching a level where the company would be trading below the value of assets, net of debt, if its stock went much lower. In fact, Alibaba could reach the point where it’s trading below book value this quarter if its stock portfolio increases in value.</p><p>Alibaba is known to hold a lot of stocks and other marketable securities on its balance sheet. In recent quarters, this factor has been reducing the company’s GAAP earnings, as GAAP accounting rules state that you have to subtract mark-to-market losses on securities from net income, even if the losses weren’t realized. It’s a peculiar accounting rule that Warren Buffett has criticized due to it producing “earnings” that don’t reflect operating performance. It is true that mark-to-market accounting produces earnings that have nothing to do with business performance. However, this exact same factor could push BABA’s assets and earnings higher in the future, leading to an even lower price/book multiple and even greater perceived undervaluation.</p><p><b>Risks and Challenges</b></p><p>As we’ve seen, Alibaba is a strong player in China’s eCommerce industry that just put out a better-than-expected earnings release. Its stock is also very cheap. Taking all of this together, one gets the sense of a great value.</p><p>However, there are several risks and challenges to keep in mind, including:</p><ul><li><p><b>June quarter earnings.</b>It’s quite likely that Alibaba’s June quarter earnings will be weak. There were at least two full months of severe lockdowns in several Chinese cities in Q1. At the peak, more than 400 million Chinese citizens were locked down. There were some lockdowns in the just-reported quarter, but they weren’t as strict, and they didn’t affect as many people. There are already early signs that the Q2 lockdowns hit BABA pretty hard. BABA’s web traffic severely declined in April after rising in March. This suggests that, possibly, Chinese citizens were spending less money due to lockdown-induced supply constraints, or income loss.</p></li><li><p><b>Lockdowns.</b>Related to the June quarter earnings release is the prospect of Chinese lockdowns in general. China still officially maintains a “Zero COVID policy” which means that it is willing to use lockdowns to combat even small numbers of cases. This can lead to less retail spending when it occurs, which is a bad thing for online retail platforms like the ones BABA operates.</p></li><li><p><b>A renewed tech regulation.</b>China’s tech regulation was the biggest single factor behind Alibaba’s crash in 2021. The regulation resulted in BABA taking a $2.8 billion fine, a tax hike, and a host of other challenges. At the start of this year, it was looking like the regulation was still ongoing. The government was just about to launch a new inquiry into Ant Group when the COVID outbreak hit and the anti-trust inquiries were put on hold. Since then, China’s policy has been to support the markets rather than pressure them. However, there is always the possibility that the regulation will flare up again. If it does, it could cost BABA some money.</p></li><li><p><b>The macro climate.</b>China’s macroeconomic environment could be considered a short term risk factor for Alibaba. China’s retail spending growth was -11% in April. It could continue to be negative if China continues to pursue its aggressive stance on COVID. Additionally, China will face softer export growth should the U.S. enter the recession that many expect, and is still dealing with the economic fallout from the collapse of Evergrande. Taking all of these factors together, we get a picture of a decidedly challenging macroeconomic environment.</p></li></ul><p>If you’re considering taking a position in Alibaba, you’ll want to give the risk factors above a good hard mulling over. To my mind, BABA stock is a good value, because the stock is cheap and the company has a good competitive position. But a stock facing this many risk factors isn’t for everyone. It has been a volatile ride so far, and probably will be for the foreseeable future.</p><p>As for me, I plan to continue holding BABA. For an investor with a long time horizon, there are few better deals in the market today. A lot of people in this market speak of <b>Meta Platforms, Inc.</b> (FB) as a value stock, yet its multiples areall higher than BABA’sdespite it having slower revenue growth. Alibaba is the kind of rock bottom bargain you rarely see anywhere other than China, which is why I remain long this stock despite all of the risk factors it faces.</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>Alibaba Earnings: Back Up The Truck</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\">\nAlibaba Earnings: Back Up The Truck\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-27 22:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4514639-alibaba-earnings-back-up-the-truck><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.Expectations were low heading into the release.At this point, BABA has gotten beaten down to the point of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4514639-alibaba-earnings-back-up-the-truck\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4514639-alibaba-earnings-back-up-the-truck","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2238387186","content_text":"SummaryAlibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.Expectations were low heading into the release.At this point, BABA has gotten beaten down to the point of absurdity.In this article I dissect Alibaba's Q4 earnings release and explain why I'm still long despite all the challenges.Michael Loccisano/Getty Images EntertainmentAlibaba Group Holding Limited (NYSE:BABA) just released its fourth quarter earnings. The release beat expectations on revenue as well as on EPS. The $3 billion year-over-year increase in revenue showed that BABA was able to crankout strong sales growth even amid China’s lockdowns and other macroeconomic headwinds.Alibaba had a lot of things working in its favor going into its Q2 release. The company had negative earnings in the prior year quarter, which meant that the comparisons were soft this time around. The company was caught off guard by some lockdowns in major Chinese cities, but it wasn’t until Q2 (Alibaba’s fiscal Q1) that they became truly widespread. Additionally, BABA enjoyed a significant increase in web traffic in Q4 across virtually all of its online channels. Despite these two factors working in BABA’s favor, analysts still cut estimates repeatedly throughout the quarter, leading to weak expectations.So, Alibaba had many advantages heading into this release. Which is why it was not surprising that earnings beat expectations. In Q4, Alibaba put most of its 2021 tech crackdown damage behind it. We’re beginning to see the effects of that today.With a solid fourth quarter under its belt, Alibaba has a good foundation to build from. While the upcoming quarterly release is likely to be weak due to China’s heavy Q2 lockdowns, BABA will once again have soft comparisons in the September quarter. This lends credence to the idea that 2022 will be the year when Alibaba recovers–although the process may take longer than we initially thought.Earnings RecapFor the fourth quarter, Alibaba delivered strong earnings, beating on both the top and bottom lines. Some highlights include:Revenue: $32.1 billion, up 9% (beat by $3 billion);Operating income: $2.6 billion;GAAP earnings: $-2.5 billion;Adjusted earnings: $3.1 billion;Diluted EPS: $1.25, down 23% (beat by $0.16);Operating cash flow: $-1.1 billion.Pretty strong results, all things considered. Even with lockdowns taking place in the fourth quarter, Alibaba managed to grow its revenue by billions of dollars.A few metrics in the release were particularly surprising, such as the 8% growth in core commerce. Going into the release, many investors expected the core eCommerce segment to weigh on results, as China was going through lockdowns in Q4. In past quarters, that segment underperformed relative to the cloud segment. This time around, that trend reversed. In Q4, Alibaba Cloud lost its biggest customer, which resulted in the segment growing by only 21%. Alibaba Cloud has long been considered a major potential growth driver for BABA, so its comparative under-performance in Q4 was a disappointment.The cloud segment is worth exploring in detail. In the earnings release, BABA said that “a top customer” cut out its use of Alibaba cloud due to slowing demand in China. It did not specify the identity of the customer. The customer also apparently ceased using Alibaba Cloud in its international business, though it declined to say why. According to Alibaba, cloud growth would have been 29% had this customer not stopped using the service.So, although Alibaba Cloud growth decelerated significantly in Q4, there is reason to think that it will pick up again. The 29% growth that Alibaba Cloud would have delivered had this customer still been in the picture would have been commensurate with past quarters, meaning that BABA would not have experienced deceleration. If Alibaba can get that customer back, then its growth could accelerate in the near future.Competitors’ ResultsTo truly understand Alibaba’s Q4 results, we need to check in on how the company’s competitors have been doing. It’s well known that China’s government wants to increase competition in the tech sector, and this has been cited as a headwind for Alibaba. Given this, it makes sense to look at some of BABA’s competitors’ recent releases. Armed with this information, we can gauge how much of an advantage or disadvantage BABA has going forward.First, let’s look at JD.com, Inc. (JD). JD’s earnings release was mixed. Revenue beat expectations, growing 18%, as did adjusted earnings. GAAP earnings, on the other hand, missed by a pretty wide margin, coming in at $-0.29, compared to $-0.02 expected. It wasn’t a great release, but the growth in revenue shows that one of BABA’s competitors is increasing its presence in the market. That could be thought of as a negative for BABA.Next up we have Pinduoduo Inc. (PDD). PDD’s most recent release showed its slowest revenue growth in years. Coming in at 3%, the company’s revenue decelerated dramatically. That was definitely a positive for Alibaba. Pinduoduo’s popular group purchase model in agricultural goods could have made it a real competitor to BABA had it branched out into more product categories. Now that PDD’s growth is slowing down, it looks like the possible competitive threat has eased off. (Pinduoduo has announced its quarterly results)ValuationAlibaba’s Q4 results are particularly encouraging when we consider them along with the company’s valuation. Alibaba’s recent earnings beat expectations, yet the company’s stock is still very cheap, boasting valuation multiples like:Adjusted P/E: 9.5;GAAP P/E: 21.9;Price/sales: 1.69;Price/book: 1.44;Price/operating cash flow: 8.The above metrics strongly hint at a company that may be undervalued. BABA is, quite frankly, priced like it’s going out of business. Its price/book multiple is approaching a level where the company would be trading below the value of assets, net of debt, if its stock went much lower. In fact, Alibaba could reach the point where it’s trading below book value this quarter if its stock portfolio increases in value.Alibaba is known to hold a lot of stocks and other marketable securities on its balance sheet. In recent quarters, this factor has been reducing the company’s GAAP earnings, as GAAP accounting rules state that you have to subtract mark-to-market losses on securities from net income, even if the losses weren’t realized. It’s a peculiar accounting rule that Warren Buffett has criticized due to it producing “earnings” that don’t reflect operating performance. It is true that mark-to-market accounting produces earnings that have nothing to do with business performance. However, this exact same factor could push BABA’s assets and earnings higher in the future, leading to an even lower price/book multiple and even greater perceived undervaluation.Risks and ChallengesAs we’ve seen, Alibaba is a strong player in China’s eCommerce industry that just put out a better-than-expected earnings release. Its stock is also very cheap. Taking all of this together, one gets the sense of a great value.However, there are several risks and challenges to keep in mind, including:June quarter earnings.It’s quite likely that Alibaba’s June quarter earnings will be weak. There were at least two full months of severe lockdowns in several Chinese cities in Q1. At the peak, more than 400 million Chinese citizens were locked down. There were some lockdowns in the just-reported quarter, but they weren’t as strict, and they didn’t affect as many people. There are already early signs that the Q2 lockdowns hit BABA pretty hard. BABA’s web traffic severely declined in April after rising in March. This suggests that, possibly, Chinese citizens were spending less money due to lockdown-induced supply constraints, or income loss.Lockdowns.Related to the June quarter earnings release is the prospect of Chinese lockdowns in general. China still officially maintains a “Zero COVID policy” which means that it is willing to use lockdowns to combat even small numbers of cases. This can lead to less retail spending when it occurs, which is a bad thing for online retail platforms like the ones BABA operates.A renewed tech regulation.China’s tech regulation was the biggest single factor behind Alibaba’s crash in 2021. The regulation resulted in BABA taking a $2.8 billion fine, a tax hike, and a host of other challenges. At the start of this year, it was looking like the regulation was still ongoing. The government was just about to launch a new inquiry into Ant Group when the COVID outbreak hit and the anti-trust inquiries were put on hold. Since then, China’s policy has been to support the markets rather than pressure them. However, there is always the possibility that the regulation will flare up again. If it does, it could cost BABA some money.The macro climate.China’s macroeconomic environment could be considered a short term risk factor for Alibaba. China’s retail spending growth was -11% in April. It could continue to be negative if China continues to pursue its aggressive stance on COVID. Additionally, China will face softer export growth should the U.S. enter the recession that many expect, and is still dealing with the economic fallout from the collapse of Evergrande. Taking all of these factors together, we get a picture of a decidedly challenging macroeconomic environment.If you’re considering taking a position in Alibaba, you’ll want to give the risk factors above a good hard mulling over. To my mind, BABA stock is a good value, because the stock is cheap and the company has a good competitive position. But a stock facing this many risk factors isn’t for everyone. It has been a volatile ride so far, and probably will be for the foreseeable future.As for me, I plan to continue holding BABA. For an investor with a long time horizon, there are few better deals in the market today. A lot of people in this market speak of Meta Platforms, Inc. (FB) as a value stock, yet its multiples areall higher than BABA’sdespite it having slower revenue growth. Alibaba is the kind of rock bottom bargain you rarely see anywhere other than China, which is why I remain long this stock despite all of the risk factors it faces.","news_type":1},"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9018631060,"gmtCreate":1649031292870,"gmtModify":1676534438095,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Always remember to have risk control..","listText":"Always remember to have risk control..","text":"Always remember to have risk control..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018631060","repostId":"2224324017","repostType":4,"repost":{"id":"2224324017","kind":"highlight","pubTimestamp":1648947540,"share":"https://ttm.financial/m/news/2224324017?lang=&edition=fundamental","pubTime":"2022-04-03 08:59","market":"us","language":"en","title":"Is Now the Time to Go All-In on the Stock Market?","url":"https://stock-news.laohu8.com/highlight/detail?id=2224324017","media":"Motley Fool","summary":"The sell-off has led to a slew of buying opportunities in top growth stocks.","content":"<html><head></head><body><p>The stock market has staged an epic rally in the last week or so. After briefly being down over 20% year to date (YTD), the <b>Nasdaq Composite</b> is now down less than 10% YTD. Similarly, the <b>S&amp;P</b> <b>500</b> and the <b>Dow Jones Industrial Average</b> are both down less than 5% YTD and are officially out of correction territory.</p><p>With the market processing rising interest rates, the prospect of lower inflation, and improving geopolitical risks, is now the time to go all-in on the stock market? Or is there a better alternative?</p><h2>Be greedy when others are fearful</h2><p>Warren Buffett, the CEO of <b>Berkshire Hathaway</b> ( BRK.A, BRK.B), is known for his long-term track record of beating the stock market. But he&#39;s also known for one of the most famous quotes in investing, which is &#34;to be fearful when others are greedy and greedy when others are fearful.&#34; It&#39;s a strategy that tends to keep investors out of trouble, both in recognizing when a stock is overvalued and pouncing on buying opportunities.</p><p>In the past four years, there have been three major sell-offs. In late 2018, a brief bear market happened almost entirely in the last three months of the year. But it proved to be an amazing buying opportunity, as the S&amp;P 500 proceeded to produce big gains in 2019.</p><p>The next big sell-off was the spring 2020 COVID-19-induced crash, which also proved to be a buying opportunity that led to massive gains during the rest of that year and through most of 2021. The third sell-off is the one we are still in now. And if history continues to repeat itself, it too will probably prove to be a fantastic long-term buying opportunity.</p><h2>Expect the unexpected</h2><p>You may be asking yourself: If now is a good time to buy, why not just go all-in on the U.S. stock market? Well, that&#39;s a bad idea for a number of reasons.</p><p>For starters, it&#39;s important to have an emergency fund in case unexpected medical expenses or unforeseen crises emerge. Although the stock market has been a great vehicle for fueling wealth creation over time, no one knows how it could perform in the short term. The market has staged an epic rebound, but it could give up all of those gains for a number of reasons, such as more aggressive monetary policy, a worsening geopolitical situation, or an infinite number of unknowns.</p><p>Going hard into the stock market without reserve dry powder leaves you overly exposed to short-term volatility. By putting money to work in the stock market that you don&#39;t need anytime soon, you can take the pressure off of short-term gyrations and keep a level head in case the market sell-off resumes.</p><h2>A better approach</h2><p>Yes, it sounds boring. But the best approach to investing is to simply dollar-cost average a portion of your income into stocks over time. That&#39;s the classic advice, anyway. Of course, an investor can operate with a little more wiggle room by keeping a set amount of cash on the sidelines that they only wait to deploy if there&#39;s a truly juicy buying opportunity. In that scenario, it would make sense to begin considering some of the many stocks that are on sale now.</p><p>Selectively buying great companies that go on sale is a worthwhile strategy to pair with dollar-cost averaging. In this vein, an investor can harness a sort of hybrid passive/active approach that leaves room for discipline and creativity.</p><h2>Navigating volatility</h2><p>Even if the market doesn&#39;t retest its lows and keeps surging in 2022, it is likely to suffer more corrections and bear markets in the years to come. Timing the market is difficult, and short-term price movements can be random, confusing, and grounded in nothing that has to do with the fundamental business.</p><p>Understanding that the market can do crazy, unpredictable things can help keep emotions in check during a stock market sell-off, as well as quell the urge to go all-in, even when it may be tempting to do so.</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>Is Now the Time to Go All-In on the Stock 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; 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\">\nIs Now the Time to Go All-In on the Stock Market?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-03 08:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/02/is-now-the-time-to-go-all-in-on-the-stock-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has staged an epic rally in the last week or so. After briefly being down over 20% year to date (YTD), the Nasdaq Composite is now down less than 10% YTD. Similarly, the S&P 500 and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/02/is-now-the-time-to-go-all-in-on-the-stock-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.fool.com/investing/2022/04/02/is-now-the-time-to-go-all-in-on-the-stock-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224324017","content_text":"The stock market has staged an epic rally in the last week or so. After briefly being down over 20% year to date (YTD), the Nasdaq Composite is now down less than 10% YTD. Similarly, the S&P 500 and the Dow Jones Industrial Average are both down less than 5% YTD and are officially out of correction territory.With the market processing rising interest rates, the prospect of lower inflation, and improving geopolitical risks, is now the time to go all-in on the stock market? Or is there a better alternative?Be greedy when others are fearfulWarren Buffett, the CEO of Berkshire Hathaway ( BRK.A, BRK.B), is known for his long-term track record of beating the stock market. But he's also known for one of the most famous quotes in investing, which is \"to be fearful when others are greedy and greedy when others are fearful.\" It's a strategy that tends to keep investors out of trouble, both in recognizing when a stock is overvalued and pouncing on buying opportunities.In the past four years, there have been three major sell-offs. In late 2018, a brief bear market happened almost entirely in the last three months of the year. But it proved to be an amazing buying opportunity, as the S&P 500 proceeded to produce big gains in 2019.The next big sell-off was the spring 2020 COVID-19-induced crash, which also proved to be a buying opportunity that led to massive gains during the rest of that year and through most of 2021. The third sell-off is the one we are still in now. And if history continues to repeat itself, it too will probably prove to be a fantastic long-term buying opportunity.Expect the unexpectedYou may be asking yourself: If now is a good time to buy, why not just go all-in on the U.S. stock market? Well, that's a bad idea for a number of reasons.For starters, it's important to have an emergency fund in case unexpected medical expenses or unforeseen crises emerge. Although the stock market has been a great vehicle for fueling wealth creation over time, no one knows how it could perform in the short term. The market has staged an epic rebound, but it could give up all of those gains for a number of reasons, such as more aggressive monetary policy, a worsening geopolitical situation, or an infinite number of unknowns.Going hard into the stock market without reserve dry powder leaves you overly exposed to short-term volatility. By putting money to work in the stock market that you don't need anytime soon, you can take the pressure off of short-term gyrations and keep a level head in case the market sell-off resumes.A better approachYes, it sounds boring. But the best approach to investing is to simply dollar-cost average a portion of your income into stocks over time. That's the classic advice, anyway. Of course, an investor can operate with a little more wiggle room by keeping a set amount of cash on the sidelines that they only wait to deploy if there's a truly juicy buying opportunity. In that scenario, it would make sense to begin considering some of the many stocks that are on sale now.Selectively buying great companies that go on sale is a worthwhile strategy to pair with dollar-cost averaging. In this vein, an investor can harness a sort of hybrid passive/active approach that leaves room for discipline and creativity.Navigating volatilityEven if the market doesn't retest its lows and keeps surging in 2022, it is likely to suffer more corrections and bear markets in the years to come. Timing the market is difficult, and short-term price movements can be random, confusing, and grounded in nothing that has to do with the fundamental business.Understanding that the market can do crazy, unpredictable things can help keep emotions in check during a stock market sell-off, as well as quell the urge to go all-in, even when it may be tempting to do so.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096389001,"gmtCreate":1644302582232,"gmtModify":1676533910627,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Hope not much affected on growth..[Bless]&nbsp;","listText":"Hope not much affected on growth..[Bless]&nbsp;","text":"Hope not much affected on growth..[Bless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096389001","repostId":"1117021583","repostType":2,"repost":{"id":"1117021583","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1644301816,"share":"https://ttm.financial/m/news/1117021583?lang=&edition=fundamental","pubTime":"2022-02-08 14:30","market":"us","language":"en","title":"NVIDIA and SoftBank Group Announce Termination of NVIDIA’s Acquisition of Arm Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=1117021583","media":"Tiger Newspress","summary":"NVIDIA and SoftBank Group Corp. (“SBG” or “SoftBank”) today announced the termination of the previou","content":"<html><head></head><body><p>NVIDIA and SoftBank Group Corp. (“SBG” or “SoftBank”) today announced the termination of the previously announced transaction whereby NVIDIA would acquire Arm Limited (“Arm”) from SBG. The parties agreed to terminate the Agreement because of significant regulatory challenges preventing the consummation of the transaction, despite good faith efforts by the parties. Arm will now start preparations for a public offering.</p><p>“Arm has a bright future, and we’ll continue to support them as a proud licensee for decades to come,” said Jensen Huang, founder and chief executive officer of NVIDIA. “Arm is at the center of the important dynamics in computing. Though we won’t be one company, we will partner closely with Arm. The significant investments that Masa has made have positioned Arm to expand the reach of the Arm CPU beyond client computing to supercomputing, cloud, AI and robotics. I expect Arm to be the most important CPU architecture of the next decade.”</p><p>SBG today also announced that, in coordination with Arm, it will start preparations for a public offering of Arm within the fiscal year ending March 31, 2023. SBG believes Arm’s technology and intellectual property will continue to be at the center of mobile computing and the development of artificial intelligence.</p><p>“Arm is becoming a center of innovation not only in the mobile phone revolution, but also in cloud computing, automotive, the Internet of Things and the metaverse, and has entered its second growth phase,” said Masayoshi Son, Representative Director, Corporate Officer, Chairman &amp; Chief Executive Officer of SoftBank Group Corp. “We will take this opportunity and start preparing to take Arm public, and to make even further progress.”</p><p>Mr. Son continued, “I want to thank Jensen and his talented team at NVIDIA for trying to bring together these two great companies and wish them all the success.”</p><p>NVIDIA and SBG had announced that they had entered into a definitive agreement, under which NVIDIA would acquire Arm from SoftBank, on September 13, 2020. In accordance with the terms of the agreement, SBG* will retain the $1.25 billion prepaid by NVIDIA, which will be recorded as profit in the fourth quarter, and NVIDIA will retain its 20-year Arm license.</p><p>* 24.99% of Arm shares are attributable to SoftBank Vision Fund 1.</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 and SoftBank Group Announce Termination of NVIDIA’s Acquisition of Arm Limited</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 and SoftBank Group Announce Termination of NVIDIA’s Acquisition of Arm Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-08 14:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NVIDIA and SoftBank Group Corp. (“SBG” or “SoftBank”) today announced the termination of the previously announced transaction whereby NVIDIA would acquire Arm Limited (“Arm”) from SBG. The parties agreed to terminate the Agreement because of significant regulatory challenges preventing the consummation of the transaction, despite good faith efforts by the parties. Arm will now start preparations for a public offering.</p><p>“Arm has a bright future, and we’ll continue to support them as a proud licensee for decades to come,” said Jensen Huang, founder and chief executive officer of NVIDIA. “Arm is at the center of the important dynamics in computing. Though we won’t be one company, we will partner closely with Arm. The significant investments that Masa has made have positioned Arm to expand the reach of the Arm CPU beyond client computing to supercomputing, cloud, AI and robotics. I expect Arm to be the most important CPU architecture of the next decade.”</p><p>SBG today also announced that, in coordination with Arm, it will start preparations for a public offering of Arm within the fiscal year ending March 31, 2023. SBG believes Arm’s technology and intellectual property will continue to be at the center of mobile computing and the development of artificial intelligence.</p><p>“Arm is becoming a center of innovation not only in the mobile phone revolution, but also in cloud computing, automotive, the Internet of Things and the metaverse, and has entered its second growth phase,” said Masayoshi Son, Representative Director, Corporate Officer, Chairman &amp; Chief Executive Officer of SoftBank Group Corp. “We will take this opportunity and start preparing to take Arm public, and to make even further progress.”</p><p>Mr. Son continued, “I want to thank Jensen and his talented team at NVIDIA for trying to bring together these two great companies and wish them all the success.”</p><p>NVIDIA and SBG had announced that they had entered into a definitive agreement, under which NVIDIA would acquire Arm from SoftBank, on September 13, 2020. In accordance with the terms of the agreement, SBG* will retain the $1.25 billion prepaid by NVIDIA, which will be recorded as profit in the fourth quarter, and NVIDIA will retain its 20-year Arm license.</p><p>* 24.99% of Arm shares are attributable to SoftBank Vision Fund 1.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SFTBY":"软银集团","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117021583","content_text":"NVIDIA and SoftBank Group Corp. (“SBG” or “SoftBank”) today announced the termination of the previously announced transaction whereby NVIDIA would acquire Arm Limited (“Arm”) from SBG. The parties agreed to terminate the Agreement because of significant regulatory challenges preventing the consummation of the transaction, despite good faith efforts by the parties. Arm will now start preparations for a public offering.“Arm has a bright future, and we’ll continue to support them as a proud licensee for decades to come,” said Jensen Huang, founder and chief executive officer of NVIDIA. “Arm is at the center of the important dynamics in computing. Though we won’t be one company, we will partner closely with Arm. The significant investments that Masa has made have positioned Arm to expand the reach of the Arm CPU beyond client computing to supercomputing, cloud, AI and robotics. I expect Arm to be the most important CPU architecture of the next decade.”SBG today also announced that, in coordination with Arm, it will start preparations for a public offering of Arm within the fiscal year ending March 31, 2023. SBG believes Arm’s technology and intellectual property will continue to be at the center of mobile computing and the development of artificial intelligence.“Arm is becoming a center of innovation not only in the mobile phone revolution, but also in cloud computing, automotive, the Internet of Things and the metaverse, and has entered its second growth phase,” said Masayoshi Son, Representative Director, Corporate Officer, Chairman & Chief Executive Officer of SoftBank Group Corp. “We will take this opportunity and start preparing to take Arm public, and to make even further progress.”Mr. Son continued, “I want to thank Jensen and his talented team at NVIDIA for trying to bring together these two great companies and wish them all the success.”NVIDIA and SBG had announced that they had entered into a definitive agreement, under which NVIDIA would acquire Arm from SoftBank, on September 13, 2020. In accordance with the terms of the agreement, SBG* will retain the $1.25 billion prepaid by NVIDIA, which will be recorded as profit in the fourth quarter, and NVIDIA will retain its 20-year Arm license.* 24.99% of Arm shares are attributable to SoftBank Vision Fund 1.","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011231439,"gmtCreate":1648867310978,"gmtModify":1676534414632,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"if it drop..will create chance for collecting...[Cool]&nbsp;","listText":"if it drop..will create chance for collecting...[Cool]&nbsp;","text":"if it drop..will create chance for collecting...[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011231439","repostId":"2224340564","repostType":4,"repost":{"id":"2224340564","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1648863342,"share":"https://ttm.financial/m/news/2224340564?lang=&edition=fundamental","pubTime":"2022-04-02 09:35","market":"us","language":"en","title":"Microsoft's Cloud Business Targeted by EU Antitrust Regulators","url":"https://stock-news.laohu8.com/highlight/detail?id=2224340564","media":"Reuters","summary":"(Reuters) - EU antitrust regulators are quizzing Microsoft's rivals and customers about its cloud bu","content":"<html><head></head><body><p>(Reuters) - EU antitrust regulators are quizzing Microsoft&#39;s rivals and customers about its cloud business and licensing deals, a  questionnaire seen by Reuters showed, in a move that could lead to a formal investigation and renewed scrutiny of the U.S. software company.</p><p>The European Commission has fined Microsoft a total 1.6 billion euros ($1.8 billion) in the previous decade for breaching EU antitrust rules and for not complying with its order to halt anti-competitive practices.</p><p>The company found itself on the EU competition enforcer&#39;s radar again after German software provider NextCloud, France&#39;s OVHcloud    and two other companies filed complaints about Microsoft&#39;s cloud practices.</p><p>&#34;The Commission has information that Microsoft may be using its potentially dominant position in certain software markets to foreclose competition regarding certain cloud computing services,&#34; the questionnaire said.</p><p>Regulators asked if the terms in Microsoft&#39;s licensing deals with cloud service providers allow rivals to compete effectively.</p><p>They also want to know if companies needed Microsoft&#39;s operating systems and productivity applications to complement their own cloud infrastructure offering in order to compete effectively.</p><p>Companies also were asked about the differences in license fees and commercial terms between the licensing deals with cloud service providers and another programme in which they package and  indirectly resell Microsoft&#39;s cloud services together with their own.</p><p>Another focus was potential technical limitations on cloud storage services available on companies&#39; cloud infrastructure.</p><p>&#34;We&#39;re continuously evaluating how we can best support partners and make Microsoft software available to customers across all environments, including those of other cloud providers,&#34; Microsoft said in an emailed statement.</p><p>EU antitrust chief Margrethe Vestager earlier this week said she has no concerns yet about cloud computing and cited the competition from Europe&#39;s Gaia-X initiative.</p><p>($1 = 0.9060 euros)</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>Microsoft's Cloud Business Targeted by EU Antitrust Regulators</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft's Cloud Business Targeted by EU Antitrust Regulators\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-02 09:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - EU antitrust regulators are quizzing Microsoft&#39;s rivals and customers about its cloud business and licensing deals, a  questionnaire seen by Reuters showed, in a move that could lead to a formal investigation and renewed scrutiny of the U.S. software company.</p><p>The European Commission has fined Microsoft a total 1.6 billion euros ($1.8 billion) in the previous decade for breaching EU antitrust rules and for not complying with its order to halt anti-competitive practices.</p><p>The company found itself on the EU competition enforcer&#39;s radar again after German software provider NextCloud, France&#39;s OVHcloud    and two other companies filed complaints about Microsoft&#39;s cloud practices.</p><p>&#34;The Commission has information that Microsoft may be using its potentially dominant position in certain software markets to foreclose competition regarding certain cloud computing services,&#34; the questionnaire said.</p><p>Regulators asked if the terms in Microsoft&#39;s licensing deals with cloud service providers allow rivals to compete effectively.</p><p>They also want to know if companies needed Microsoft&#39;s operating systems and productivity applications to complement their own cloud infrastructure offering in order to compete effectively.</p><p>Companies also were asked about the differences in license fees and commercial terms between the licensing deals with cloud service providers and another programme in which they package and  indirectly resell Microsoft&#39;s cloud services together with their own.</p><p>Another focus was potential technical limitations on cloud storage services available on companies&#39; cloud infrastructure.</p><p>&#34;We&#39;re continuously evaluating how we can best support partners and make Microsoft software available to customers across all environments, including those of other cloud providers,&#34; Microsoft said in an emailed statement.</p><p>EU antitrust chief Margrethe Vestager earlier this week said she has no concerns yet about cloud computing and cited the competition from Europe&#39;s Gaia-X initiative.</p><p>($1 = 0.9060 euros)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4538":"云计算","BK4577":"网络游戏","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","MSFT":"微软","BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224340564","content_text":"(Reuters) - EU antitrust regulators are quizzing Microsoft's rivals and customers about its cloud business and licensing deals, a  questionnaire seen by Reuters showed, in a move that could lead to a formal investigation and renewed scrutiny of the U.S. software company.The European Commission has fined Microsoft a total 1.6 billion euros ($1.8 billion) in the previous decade for breaching EU antitrust rules and for not complying with its order to halt anti-competitive practices.The company found itself on the EU competition enforcer's radar again after German software provider NextCloud, France's OVHcloud    and two other companies filed complaints about Microsoft's cloud practices.\"The Commission has information that Microsoft may be using its potentially dominant position in certain software markets to foreclose competition regarding certain cloud computing services,\" the questionnaire said.Regulators asked if the terms in Microsoft's licensing deals with cloud service providers allow rivals to compete effectively.They also want to know if companies needed Microsoft's operating systems and productivity applications to complement their own cloud infrastructure offering in order to compete effectively.Companies also were asked about the differences in license fees and commercial terms between the licensing deals with cloud service providers and another programme in which they package and  indirectly resell Microsoft's cloud services together with their own.Another focus was potential technical limitations on cloud storage services available on companies' cloud infrastructure.\"We're continuously evaluating how we can best support partners and make Microsoft software available to customers across all environments, including those of other cloud providers,\" Microsoft said in an emailed statement.EU antitrust chief Margrethe Vestager earlier this week said she has no concerns yet about cloud computing and cited the competition from Europe's Gaia-X initiative.($1 = 0.9060 euros)","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007848154,"gmtCreate":1642842343182,"gmtModify":1676533752020,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Blood bath..[Cry]&nbsp;","listText":"Blood bath..[Cry]&nbsp;","text":"Blood bath..[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007848154","repostId":"2205302378","repostType":4,"repost":{"id":"2205302378","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1642800688,"share":"https://ttm.financial/m/news/2205302378?lang=&edition=fundamental","pubTime":"2022-01-22 05:31","market":"us","language":"en","title":"US STOCKS-S&P 500, Nasdaq Post Worst Weeks since Pandemic Start as Netflix Woes Deepen Slide","url":"https://stock-news.laohu8.com/highlight/detail?id=2205302378","media":"Reuters","summary":"* Netflix plunges, weighs on Disney, media stocks* S&P 500, Nasdaq have biggest weekly drops since March 2020* Focus turning to Fed meeting for clarity on policy* Indexes down: Dow 1.3%, S&P 1.89%, Na","content":"<html><head></head><body><p>* Netflix plunges, weighs on Disney, media stocks</p><p>* S&amp;P 500, Nasdaq have biggest weekly drops since March 2020</p><p>* Focus turning to Fed meeting for clarity on policy</p><p>* Indexes down: Dow 1.3%, S&amp;P 1.89%, Nasdaq 2.72%</p><p>Jan 21 (Reuters) - Wall Street&#39;s main indexes ended sharply lower on Friday as Netflix shares plunged after a weak earnings report, capping a brutal week for stocks that saw the S&amp;P 500 and Nasdaq log their  biggest weekly percentage drops since the onset of the pandemic in March 2020.</p><p>The benchmark S&amp;P 500 posted its third straight week of declines, ending 8.3% down from its early January record high.</p><p>Losses also deepened for the Nasdaq after the tech-heavy index earlier in the week confirmed it was in a correction, closing down over 10% from its November peak. The Nasdaq has now fallen 14.3% from its November peak and on Friday closed at its lowest level since June.</p><p>Netflix    shares tumbled 21.8%, weighing on the S&amp;P 500 and the Nasdaq, after the streaming giant forecast weak subscriber growth. Shares of competitor Walt Disney    fell 6.9%, dragging on the Dow, while Roku    also slid 9.1%.</p><p>&#34;It has really been a continuation of a tech rout,” said Paul Nolte, portfolio manager at Kingsview Investment Management. &#34;It’s really a combination of a rotation out of technology as well as very poor numbers from Netflix that I think is the catalyst for today.&#34;</p><p>The Dow Jones Industrial Average    fell 450.02 points, or 1.3%, to 34,265.37, the S&amp;P 500    lost 84.79 points, or 1.89%, to 4,397.94 and the Nasdaq Composite    dropped 385.10 points, or 2.72%, to 13,768.92.</p><p>For the week, the S&amp;P 500 fell 5.7%, the Dow dropped 4.6% and the Nasdaq declined 7.6%.</p><p>The Dow fell for a sixth straight session, its longest streak of daily declines since February 2020.</p><p>The S&amp;P 500 closed below its 200-day moving average, a key technical level, for the first time since June 2020.</p><p>&#34;When markets get like they&#39;ve gotten this week, the emotion is what takes over,&#34; said Jim Paulsen, chief investment strategist at The Leuthold Group. &#34;Until it finds support, no <a href=\"https://laohu8.com/S/AONE.U\">one</a>&#39;s going care about anything fundamental.&#34;</p><p>Stocks are off to a rough start in 2022, as a fast rise in Treasury yields amid concerns the Federal Reserve will become aggressive in controlling inflation has particularly hit tech and growth shares.</p><p>Investors are keenly focused on next week&#39;s Fed meeting for more clarity on the central bank&#39;s plans to tighten monetary policy in the coming months, after data last week showed U.S. consumer prices in December had the largest annual rise in nearly four decades.</p><p>“Between the Fed meeting and earnings, there is a lot that the market could be worried about next week,” said Anu Gaggar, global investment strategist at Commonwealth Financial Network.</p><p>Apple   , Tesla    and Microsoft    are among the large companies due to report next week in a busy week of earnings results.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 4.26-to-1 ratio; on Nasdaq, a 4.34-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted five new 52-week highs and 24 new lows; the Nasdaq Composite recorded 13 new highs and 1,029 new lows.</p><p>About 14.6 billion shares changed hands in U.S. exchanges, compared with the 10.4 billion daily average over the last 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P 500, Nasdaq Post Worst Weeks since Pandemic Start as Netflix Woes Deepen Slide</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-S&P 500, Nasdaq Post Worst Weeks since Pandemic Start as Netflix Woes Deepen Slide\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-22 05:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Netflix plunges, weighs on Disney, media stocks</p><p>* S&amp;P 500, Nasdaq have biggest weekly drops since March 2020</p><p>* Focus turning to Fed meeting for clarity on policy</p><p>* Indexes down: Dow 1.3%, S&amp;P 1.89%, Nasdaq 2.72%</p><p>Jan 21 (Reuters) - Wall Street&#39;s main indexes ended sharply lower on Friday as Netflix shares plunged after a weak earnings report, capping a brutal week for stocks that saw the S&amp;P 500 and Nasdaq log their  biggest weekly percentage drops since the onset of the pandemic in March 2020.</p><p>The benchmark S&amp;P 500 posted its third straight week of declines, ending 8.3% down from its early January record high.</p><p>Losses also deepened for the Nasdaq after the tech-heavy index earlier in the week confirmed it was in a correction, closing down over 10% from its November peak. The Nasdaq has now fallen 14.3% from its November peak and on Friday closed at its lowest level since June.</p><p>Netflix    shares tumbled 21.8%, weighing on the S&amp;P 500 and the Nasdaq, after the streaming giant forecast weak subscriber growth. Shares of competitor Walt Disney    fell 6.9%, dragging on the Dow, while Roku    also slid 9.1%.</p><p>&#34;It has really been a continuation of a tech rout,” said Paul Nolte, portfolio manager at Kingsview Investment Management. &#34;It’s really a combination of a rotation out of technology as well as very poor numbers from Netflix that I think is the catalyst for today.&#34;</p><p>The Dow Jones Industrial Average    fell 450.02 points, or 1.3%, to 34,265.37, the S&amp;P 500    lost 84.79 points, or 1.89%, to 4,397.94 and the Nasdaq Composite    dropped 385.10 points, or 2.72%, to 13,768.92.</p><p>For the week, the S&amp;P 500 fell 5.7%, the Dow dropped 4.6% and the Nasdaq declined 7.6%.</p><p>The Dow fell for a sixth straight session, its longest streak of daily declines since February 2020.</p><p>The S&amp;P 500 closed below its 200-day moving average, a key technical level, for the first time since June 2020.</p><p>&#34;When markets get like they&#39;ve gotten this week, the emotion is what takes over,&#34; said Jim Paulsen, chief investment strategist at The Leuthold Group. &#34;Until it finds support, no <a href=\"https://laohu8.com/S/AONE.U\">one</a>&#39;s going care about anything fundamental.&#34;</p><p>Stocks are off to a rough start in 2022, as a fast rise in Treasury yields amid concerns the Federal Reserve will become aggressive in controlling inflation has particularly hit tech and growth shares.</p><p>Investors are keenly focused on next week&#39;s Fed meeting for more clarity on the central bank&#39;s plans to tighten monetary policy in the coming months, after data last week showed U.S. consumer prices in December had the largest annual rise in nearly four decades.</p><p>“Between the Fed meeting and earnings, there is a lot that the market could be worried about next week,” said Anu Gaggar, global investment strategist at Commonwealth Financial Network.</p><p>Apple   , Tesla    and Microsoft    are among the large companies due to report next week in a busy week of earnings results.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 4.26-to-1 ratio; on Nasdaq, a 4.34-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted five new 52-week highs and 24 new lows; the Nasdaq Composite recorded 13 new highs and 1,029 new lows.</p><p>About 14.6 billion shares changed hands in U.S. exchanges, compared with the 10.4 billion daily average over the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","BK4551":"寇图资本持仓","BK4504":"桥水持仓","SPY":"标普500ETF","BK4548":"巴美列捷福持仓","HUT":"Hut 8 Mining Corp","BK4532":"文艺复兴科技持仓","BK4108":"电影和娱乐","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4566":"资本集团","BK4524":"宅经济概念","BK4559":"巴菲特持仓",".DJI":"道琼斯","BK4527":"明星科技股","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205302378","content_text":"* Netflix plunges, weighs on Disney, media stocks* S&P 500, Nasdaq have biggest weekly drops since March 2020* Focus turning to Fed meeting for clarity on policy* Indexes down: Dow 1.3%, S&P 1.89%, Nasdaq 2.72%Jan 21 (Reuters) - Wall Street's main indexes ended sharply lower on Friday as Netflix shares plunged after a weak earnings report, capping a brutal week for stocks that saw the S&P 500 and Nasdaq log their  biggest weekly percentage drops since the onset of the pandemic in March 2020.The benchmark S&P 500 posted its third straight week of declines, ending 8.3% down from its early January record high.Losses also deepened for the Nasdaq after the tech-heavy index earlier in the week confirmed it was in a correction, closing down over 10% from its November peak. The Nasdaq has now fallen 14.3% from its November peak and on Friday closed at its lowest level since June.Netflix    shares tumbled 21.8%, weighing on the S&P 500 and the Nasdaq, after the streaming giant forecast weak subscriber growth. Shares of competitor Walt Disney    fell 6.9%, dragging on the Dow, while Roku    also slid 9.1%.\"It has really been a continuation of a tech rout,” said Paul Nolte, portfolio manager at Kingsview Investment Management. \"It’s really a combination of a rotation out of technology as well as very poor numbers from Netflix that I think is the catalyst for today.\"The Dow Jones Industrial Average    fell 450.02 points, or 1.3%, to 34,265.37, the S&P 500    lost 84.79 points, or 1.89%, to 4,397.94 and the Nasdaq Composite    dropped 385.10 points, or 2.72%, to 13,768.92.For the week, the S&P 500 fell 5.7%, the Dow dropped 4.6% and the Nasdaq declined 7.6%.The Dow fell for a sixth straight session, its longest streak of daily declines since February 2020.The S&P 500 closed below its 200-day moving average, a key technical level, for the first time since June 2020.\"When markets get like they've gotten this week, the emotion is what takes over,\" said Jim Paulsen, chief investment strategist at The Leuthold Group. \"Until it finds support, no one's going care about anything fundamental.\"Stocks are off to a rough start in 2022, as a fast rise in Treasury yields amid concerns the Federal Reserve will become aggressive in controlling inflation has particularly hit tech and growth shares.Investors are keenly focused on next week's Fed meeting for more clarity on the central bank's plans to tighten monetary policy in the coming months, after data last week showed U.S. consumer prices in December had the largest annual rise in nearly four decades.“Between the Fed meeting and earnings, there is a lot that the market could be worried about next week,” said Anu Gaggar, global investment strategist at Commonwealth Financial Network.Apple   , Tesla    and Microsoft    are among the large companies due to report next week in a busy week of earnings results.Declining issues outnumbered advancing ones on the NYSE by a 4.26-to-1 ratio; on Nasdaq, a 4.34-to-1 ratio favored decliners.The S&P 500 posted five new 52-week highs and 24 new lows; the Nasdaq Composite recorded 13 new highs and 1,029 new lows.About 14.6 billion shares changed hands in U.S. exchanges, compared with the 10.4 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911877575,"gmtCreate":1664184294998,"gmtModify":1676537405216,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Waiting lo","listText":"Waiting lo","text":"Waiting lo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9911877575","repostId":"1154262778","repostType":4,"repost":{"id":"1154262778","kind":"news","pubTimestamp":1664205477,"share":"https://ttm.financial/m/news/1154262778?lang=&edition=fundamental","pubTime":"2022-09-26 23:17","market":"us","language":"en","title":"If Not The Bottom, Then What?","url":"https://stock-news.laohu8.com/highlight/detail?id=1154262778","media":"Seeking Alpha","summary":"SummaryLeading central bank interest rates, set by to fight inflation, are attempting to peak in the","content":"<html><head></head><body><h3>Summary</h3><ul><li>Leading central bank interest rates, set by to fight inflation, are attempting to peak in the near future.</li><li>With sub-4% rates for US Treasuries, 10-year high-grade corporates at 4.6%, and medium-grades at 5.23%, the premium for government paper appears to be in place. However, it’s insufficient if demand curtailment works and drives up defaults.</li><li>Did Friday’s stock market decline signal a bottom? Possibly, but it did not completely fit historical patterns.</li></ul><h3>Caveat</h3><p>We admit we don’t know what the future holds for us. I am falling back on my instinct to view things as bets with their own uncertain odds.</p><h3>Investment Markets Decline on September 23rd</h3><p>Leading central bank interest rates, sertt by to fight inflation, are attempting to peak in the near future. (My guess is that they won’t be successful at current levels until they switch from attempting to reduce demand to increasing supply, which is more difficult.) With sub-4% rates for US Treasuries, 10-year high-grade corporates at 4.6%, and medium-grades at 5.23%, the premium for government paper appears to be in place. However, it’s insufficient if demand curtailment works and drives up defaults.</p><p>The battle against industrial goods inflation may be close to won, with the year-over-year change in the JOC-ECRI industrial price at -9.69%, gasoline demand down almost -8%, and distillates down about -16%. (I think it is going to be more difficult to address inflation in services, which is mostly comprised of wages for talented people.) Furthermore, food prices are much more dependent on the global decline in land use and availability.</p><p>As usual, the high-quality fixed-income markets are more advanced than the equity markets.</p><p>Did Friday’s stock market decline signal a bottom? Possibly, but it did not completely fit historical patterns. While the Dow Jones Industrial Average established a new low for the year, the S&amp;P 500 was the third-lowest, and the Nasdaq the fifth-lowest. Considering the latter two indices had greater gains, the fall of the DJIA is less impressive. While there was an increase in transaction volume from a low base, it was not impressive. There are no signs of mass capitulation at public or institutional levels.</p><h3>Outlook</h3><p>There are four possible paths forward. In order of time, magnitude and pain, they are:</p><p>A bear market without a recession has happened a few times and is largely a price correction. We are closing in on that.</p><p>A cyclical recession is usually driven by commodity prices or other supply issues. This is satisfactorily addressed in a few years.</p><p>A structural recession due to systemic imbalances of power and leadership requires major changes, which drastically alter society. Depending on the level of violence, it can take many years.</p><p>Stagflation, where a portion of the society/economy sacrifices involuntarily to the other until there is a counter-revolutionary force. There is usually a period of mismanagement and legal turmoil. We have experienced two periods like this in the past beginning in the 1930s and 1970s.</p><p>Each alternative is possible. Prudent investors should make up their own minds as to what is probable for their beneficiaries and careers. (To be discussed later.)</p><p>Before choosing your expected future, there is a new threat and lesson which surfaced this week.</p><h3>London’s Future Lesson and Threat</h3><p>This week, the brand-new Prime Minister announced a very expensive plan of pump-priming and tax reduction for individuals. The reaction of the London investment market and currency was shock and fear. The former US Secretary of Treasury and former President of Harvard summed up the view of many on both sides of the Atlantic that these were “the worst possible policies”.</p><p>There are two lessons for the US from these policies which march down the same road as the current US administration.</p><p>The lesson for US and other investors is that the value of one’s currency shapes the willingness of foreigners to invest in the currency. The independent Bank of England, their central bank, raised interest rates by 100 basis points earlier in the week before this announcement. On Friday, there was a call for the BOE to immediately raise rates another 100 basis points.</p><p>This controversy is important for the US with its highly rated currency, which somewhat ironically had the second-biggest gain for the week, according to The Wall Street Journal. (The only currency that had a bigger gain was the Russian ruble, +4.54% vs.+2.57%.)</p><p>Investors, traders, and customers look at the currency behind the source of earnings in today’s currency markets. We are all familiar with the “Petrodollar”, which is based on the earnings derived from petroleum production and sale. To some degree, the tag of Petrodollar has also been placed on the currencies of Russia and Canada, among others, in addition to various Middle Eastern countries.</p><p>While it hasn’t been popularly done before, I believe we may now see a financial pound label placed on the British currency. A major part of its earnings come from its transaction markets and multinationals headquartered in the UK with export earnings, as well as contributions from my wife at her favorite shopping location.</p><p>We should watch what happens in the UK as an indication of a possible trend for the US.</p><h3>Investing Equity Reserves</h3><p>Last week’s blog suggested a tactical plan to reinvest reserves coming from equity investments, or from cash flows to be invested in equities.</p><p>Investors will be benefit from dollar-cost averaging, no matter which frequency is used. They will also benefit from the selection of one of the four alternative futures outlined above.</p><p>The most important long-term decision regarding the ultimate value of the account is to not get too comfortable with cash reserves while interest rates earn single-digit returns. This will be costly, as stock markets go up as rates come down, resulting in some principal loss. More important, time not invested in equities at low prices will be lost. For taxable investors, the difference in taxes on interest and gains can be meaningful, particularly in well-constructed estates.</p><p>In making choices where time horizon is appropriate for your investments, I expect the last two scenarios to be the most likely, based on today’s information. For example, Walmart (WMT) is not building inventory and staff for the holiday season. Their shoppers, for the most part, are modest-income, savvy buyers. If Walmart is not expecting a good holiday season for itself, one should question how quickly inflation will drop below 5%.</p><p>Typically, a well-known name disappears from the marketplace due to severe financial trouble. None has so far, but you might see a rescue merger or court action.</p><p>I have no inside information, but I am concerned that reported earnings and, more importantly, values are overstated for the current economy, making market valuations questionable. One such possible company is Credit Suisse (CS). The pundits are quoting it as selling for almost 20% of book value! I am sure this is not a singular situation.</p><p>Please share your views.</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>If Not The Bottom, Then What?</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\">\nIf Not The Bottom, Then What?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-26 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543053-if-not-bottom-then-what><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLeading central bank interest rates, set by to fight inflation, are attempting to peak in the near future.With sub-4% rates for US Treasuries, 10-year high-grade corporates at 4.6%, and medium-...</p>\n\n<a href=\"https://seekingalpha.com/article/4543053-if-not-bottom-then-what\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4543053-if-not-bottom-then-what","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154262778","content_text":"SummaryLeading central bank interest rates, set by to fight inflation, are attempting to peak in the near future.With sub-4% rates for US Treasuries, 10-year high-grade corporates at 4.6%, and medium-grades at 5.23%, the premium for government paper appears to be in place. However, it’s insufficient if demand curtailment works and drives up defaults.Did Friday’s stock market decline signal a bottom? Possibly, but it did not completely fit historical patterns.CaveatWe admit we don’t know what the future holds for us. I am falling back on my instinct to view things as bets with their own uncertain odds.Investment Markets Decline on September 23rdLeading central bank interest rates, sertt by to fight inflation, are attempting to peak in the near future. (My guess is that they won’t be successful at current levels until they switch from attempting to reduce demand to increasing supply, which is more difficult.) With sub-4% rates for US Treasuries, 10-year high-grade corporates at 4.6%, and medium-grades at 5.23%, the premium for government paper appears to be in place. However, it’s insufficient if demand curtailment works and drives up defaults.The battle against industrial goods inflation may be close to won, with the year-over-year change in the JOC-ECRI industrial price at -9.69%, gasoline demand down almost -8%, and distillates down about -16%. (I think it is going to be more difficult to address inflation in services, which is mostly comprised of wages for talented people.) Furthermore, food prices are much more dependent on the global decline in land use and availability.As usual, the high-quality fixed-income markets are more advanced than the equity markets.Did Friday’s stock market decline signal a bottom? Possibly, but it did not completely fit historical patterns. While the Dow Jones Industrial Average established a new low for the year, the S&P 500 was the third-lowest, and the Nasdaq the fifth-lowest. Considering the latter two indices had greater gains, the fall of the DJIA is less impressive. While there was an increase in transaction volume from a low base, it was not impressive. There are no signs of mass capitulation at public or institutional levels.OutlookThere are four possible paths forward. In order of time, magnitude and pain, they are:A bear market without a recession has happened a few times and is largely a price correction. We are closing in on that.A cyclical recession is usually driven by commodity prices or other supply issues. This is satisfactorily addressed in a few years.A structural recession due to systemic imbalances of power and leadership requires major changes, which drastically alter society. Depending on the level of violence, it can take many years.Stagflation, where a portion of the society/economy sacrifices involuntarily to the other until there is a counter-revolutionary force. There is usually a period of mismanagement and legal turmoil. We have experienced two periods like this in the past beginning in the 1930s and 1970s.Each alternative is possible. Prudent investors should make up their own minds as to what is probable for their beneficiaries and careers. (To be discussed later.)Before choosing your expected future, there is a new threat and lesson which surfaced this week.London’s Future Lesson and ThreatThis week, the brand-new Prime Minister announced a very expensive plan of pump-priming and tax reduction for individuals. The reaction of the London investment market and currency was shock and fear. The former US Secretary of Treasury and former President of Harvard summed up the view of many on both sides of the Atlantic that these were “the worst possible policies”.There are two lessons for the US from these policies which march down the same road as the current US administration.The lesson for US and other investors is that the value of one’s currency shapes the willingness of foreigners to invest in the currency. The independent Bank of England, their central bank, raised interest rates by 100 basis points earlier in the week before this announcement. On Friday, there was a call for the BOE to immediately raise rates another 100 basis points.This controversy is important for the US with its highly rated currency, which somewhat ironically had the second-biggest gain for the week, according to The Wall Street Journal. (The only currency that had a bigger gain was the Russian ruble, +4.54% vs.+2.57%.)Investors, traders, and customers look at the currency behind the source of earnings in today’s currency markets. We are all familiar with the “Petrodollar”, which is based on the earnings derived from petroleum production and sale. To some degree, the tag of Petrodollar has also been placed on the currencies of Russia and Canada, among others, in addition to various Middle Eastern countries.While it hasn’t been popularly done before, I believe we may now see a financial pound label placed on the British currency. A major part of its earnings come from its transaction markets and multinationals headquartered in the UK with export earnings, as well as contributions from my wife at her favorite shopping location.We should watch what happens in the UK as an indication of a possible trend for the US.Investing Equity ReservesLast week’s blog suggested a tactical plan to reinvest reserves coming from equity investments, or from cash flows to be invested in equities.Investors will be benefit from dollar-cost averaging, no matter which frequency is used. They will also benefit from the selection of one of the four alternative futures outlined above.The most important long-term decision regarding the ultimate value of the account is to not get too comfortable with cash reserves while interest rates earn single-digit returns. This will be costly, as stock markets go up as rates come down, resulting in some principal loss. More important, time not invested in equities at low prices will be lost. For taxable investors, the difference in taxes on interest and gains can be meaningful, particularly in well-constructed estates.In making choices where time horizon is appropriate for your investments, I expect the last two scenarios to be the most likely, based on today’s information. For example, Walmart (WMT) is not building inventory and staff for the holiday season. Their shoppers, for the most part, are modest-income, savvy buyers. If Walmart is not expecting a good holiday season for itself, one should question how quickly inflation will drop below 5%.Typically, a well-known name disappears from the marketplace due to severe financial trouble. None has so far, but you might see a rescue merger or court action.I have no inside information, but I am concerned that reported earnings and, more importantly, values are overstated for the current economy, making market valuations questionable. One such possible company is Credit Suisse (CS). The pundits are quoting it as selling for almost 20% of book value! I am sure this is not a singular situation.Please share your views.","news_type":1},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911877693,"gmtCreate":1664184252312,"gmtModify":1676537405201,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Rebalancing holding&nbsp;[LOL]&nbsp;","listText":"Rebalancing holding&nbsp;[LOL]&nbsp;","text":"Rebalancing holding [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9911877693","repostId":"1131898269","repostType":4,"repost":{"id":"1131898269","kind":"news","pubTimestamp":1664268427,"share":"https://ttm.financial/m/news/1131898269?lang=&edition=fundamental","pubTime":"2022-09-27 16:47","market":"us","language":"en","title":"Tech Stocks Face Another 10% Drop or More as Strong Dollar Hits Profits","url":"https://stock-news.laohu8.com/highlight/detail?id=1131898269","media":"Bloomberg","summary":"The great tech selloff of 2022 is far from over as investors brace for earnings misses that may spur","content":"<html><head></head><body><p>The great tech selloff of 2022 is far from over as investors brace for earnings misses that may spur a more than 10% plunge in the Nasdaq 100.</p><p>More than two-thirds of 914 respondents in the MLIV Pulse survey think profits of the technology companies will disappoint the market throughout 2022. Firms including Alphabet Inc.’s Google are at risk of advertisers cutting spending as the global economy struggles, while streaming services including Netflix Inc. face an exodus of price-sensitive subscribers with consumers tightening their belts.</p><p><img src=\"https://static.tigerbbs.com/9086cdd8783179a78c942507cfca6fec\" tg-width=\"642\" tg-height=\"253\" referrerpolicy=\"no-referrer\"/>The Nasdaq 100 is down about 31% so far this year, wiping trillions of dollars in market value, as investors reassess the post-pandemic value of many business models. Interest-rate hikes are hitting stocks and diminishing the value of their future earnings. Inflation is driving up costs, while a stronger dollar is weighing on profits and the threat of recession is growing. Retailers such as Amazon.com Inc. are finding some their direct responses to the Covid-19 pandemic — such as massive investments in warehouses and workers to pack products in them — are coming back to bite them.</p><p>Apple Inc. said it will raise the price of its App Store purchases across Asia and countries that use the euro, as the value of foreign currencies collapses relative to the dollar. Microsoft Corp. lowered its forecast because of the currency’s strength in June. And in July, Sony Group Corp. warned investors about the impact of the global economic slowdown, especially in Europe, and the adverse effects of the strong dollar on its financial results. The Bloomberg dollar index, which tracks greenback’s performance against 10 leading global currencies, has set new record since those announcements were made.</p><p>Tech’s earnings are projected to lag the S&amp;P 500 in the third and fourth quarters. Info tech’s earnings per share are estimated to fall 6.6% year-over-year in the third quarter, compared to a 3.2% gain for the overall S&amp;P 500, according to Bloomberg Intelligence data. The Nasdaq 100’s 12-month forward EPS has dropped about 2.9% since June 1, compared to a 0.8% drop for the S&amp;P 500.</p><p>Meanwhile, retail and professional investors are also bearish on the metaverse. More than 70% of MLIV Pulse respondents said they knew what the metaverse was but that it won&#39;t change the way they interact with people and businesses over the next two years. The sentiment sits awkwardly with how Mark Zuckerberg described the metaverse’s potential. It’s “the next frontier,” he said when the billionaire changed his company’s name from Facebook to Meta Platforms Inc.</p><p>His company said that investments in Reality Labs, the Meta division that makes hardware such as virtual-reality headsets, reduced operating profit by $10 billion in 2021. Computer-graphics chipmaker Nvidia Corp. wants its Omniverse platform to power some of the underlying framework for the metaverse, as does software-maker Unity Software Inc. Innumerable technology companies, both massive and minuscule, have big ambitions for the metaverse. Yet despite the grand promise from industry leaders, MLIV respondents are muted in their enthusiasm for its potential.</p><p><img src=\"https://static.tigerbbs.com/96ca59e248884093b17984a6e64babdb\" tg-width=\"674\" tg-height=\"423\" referrerpolicy=\"no-referrer\"/>On the bright side, technology companies that focus on sustainable and power-efficient products are likely to benefit from the unprecedented energy crisis in the wake of Russia’s invasion of Ukraine. After Russia restricted natural gas supplies to heavily-reliant neighbors, electricity prices surged to record levels, and governments are fighting off a potential economic collapse.</p><p>Investors see high power bills and scarcity of fuels boosting the development of green solutions. Retail players were the most optimistic, with 63% of respondents saying they believed a gas-and-oil crisis would encourage the development of sustainable electronics. Sixty percent of professional respondents agreed.</p><p>“If we had invested more in energy efficiency, and invested more in renewable energy, then we would be in a better position,” Rachel Kyte, the dean of the Fletcher School at Tufts University, said in a Bloomberg TV interview.</p><p><img src=\"https://static.tigerbbs.com/307d806237fb58d1cb9dd2e8abda803b\" tg-width=\"635\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/>“The nearly 5x surge in European gas prices over the past 12 months is providing a nice tailwind for clean energy equipment suppliers with companies like SolarEdge or Enphase on track to boost sales by more than 50% this year,” said Bloomberg Intelligence Senior Clean Energy Analyst Rob Barnett.</p><p>Respondents are somewhat more sanguine when it comes to their positioning. About a third said they planned to increase their exposure to tech stocks, just under a third said they’d reduce it, and the rest said they’d hold steady over the next six months. Tech remains attractive on some metrics, such as the current price-to-earnings ratio compared to its 10-year average, while companies like Apple are still big cash generators. More generally, it’s hard to avoid tech — the S&amp;P 500’s biggest sector by far at almost 27%.</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>Tech Stocks Face Another 10% Drop or More as Strong Dollar Hits Profits</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\">\nTech Stocks Face Another 10% Drop or More as Strong Dollar Hits Profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-27 16:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-25/nasdaq-100-faces-10-drop-as-inflation-hits-tech-profits><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The great tech selloff of 2022 is far from over as investors brace for earnings misses that may spur a more than 10% plunge in the Nasdaq 100.More than two-thirds of 914 respondents in the MLIV Pulse ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-25/nasdaq-100-faces-10-drop-as-inflation-hits-tech-profits\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","META":"Meta Platforms, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2022-09-25/nasdaq-100-faces-10-drop-as-inflation-hits-tech-profits","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131898269","content_text":"The great tech selloff of 2022 is far from over as investors brace for earnings misses that may spur a more than 10% plunge in the Nasdaq 100.More than two-thirds of 914 respondents in the MLIV Pulse survey think profits of the technology companies will disappoint the market throughout 2022. Firms including Alphabet Inc.’s Google are at risk of advertisers cutting spending as the global economy struggles, while streaming services including Netflix Inc. face an exodus of price-sensitive subscribers with consumers tightening their belts.The Nasdaq 100 is down about 31% so far this year, wiping trillions of dollars in market value, as investors reassess the post-pandemic value of many business models. Interest-rate hikes are hitting stocks and diminishing the value of their future earnings. Inflation is driving up costs, while a stronger dollar is weighing on profits and the threat of recession is growing. Retailers such as Amazon.com Inc. are finding some their direct responses to the Covid-19 pandemic — such as massive investments in warehouses and workers to pack products in them — are coming back to bite them.Apple Inc. said it will raise the price of its App Store purchases across Asia and countries that use the euro, as the value of foreign currencies collapses relative to the dollar. Microsoft Corp. lowered its forecast because of the currency’s strength in June. And in July, Sony Group Corp. warned investors about the impact of the global economic slowdown, especially in Europe, and the adverse effects of the strong dollar on its financial results. The Bloomberg dollar index, which tracks greenback’s performance against 10 leading global currencies, has set new record since those announcements were made.Tech’s earnings are projected to lag the S&P 500 in the third and fourth quarters. Info tech’s earnings per share are estimated to fall 6.6% year-over-year in the third quarter, compared to a 3.2% gain for the overall S&P 500, according to Bloomberg Intelligence data. The Nasdaq 100’s 12-month forward EPS has dropped about 2.9% since June 1, compared to a 0.8% drop for the S&P 500.Meanwhile, retail and professional investors are also bearish on the metaverse. More than 70% of MLIV Pulse respondents said they knew what the metaverse was but that it won't change the way they interact with people and businesses over the next two years. The sentiment sits awkwardly with how Mark Zuckerberg described the metaverse’s potential. It’s “the next frontier,” he said when the billionaire changed his company’s name from Facebook to Meta Platforms Inc.His company said that investments in Reality Labs, the Meta division that makes hardware such as virtual-reality headsets, reduced operating profit by $10 billion in 2021. Computer-graphics chipmaker Nvidia Corp. wants its Omniverse platform to power some of the underlying framework for the metaverse, as does software-maker Unity Software Inc. Innumerable technology companies, both massive and minuscule, have big ambitions for the metaverse. Yet despite the grand promise from industry leaders, MLIV respondents are muted in their enthusiasm for its potential.On the bright side, technology companies that focus on sustainable and power-efficient products are likely to benefit from the unprecedented energy crisis in the wake of Russia’s invasion of Ukraine. After Russia restricted natural gas supplies to heavily-reliant neighbors, electricity prices surged to record levels, and governments are fighting off a potential economic collapse.Investors see high power bills and scarcity of fuels boosting the development of green solutions. Retail players were the most optimistic, with 63% of respondents saying they believed a gas-and-oil crisis would encourage the development of sustainable electronics. Sixty percent of professional respondents agreed.“If we had invested more in energy efficiency, and invested more in renewable energy, then we would be in a better position,” Rachel Kyte, the dean of the Fletcher School at Tufts University, said in a Bloomberg TV interview.“The nearly 5x surge in European gas prices over the past 12 months is providing a nice tailwind for clean energy equipment suppliers with companies like SolarEdge or Enphase on track to boost sales by more than 50% this year,” said Bloomberg Intelligence Senior Clean Energy Analyst Rob Barnett.Respondents are somewhat more sanguine when it comes to their positioning. About a third said they planned to increase their exposure to tech stocks, just under a third said they’d reduce it, and the rest said they’d hold steady over the next six months. Tech remains attractive on some metrics, such as the current price-to-earnings ratio compared to its 10-year average, while companies like Apple are still big cash generators. More generally, it’s hard to avoid tech — the S&P 500’s biggest sector by far at almost 27%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015036008,"gmtCreate":1649389334427,"gmtModify":1676534504488,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"He is our idol[LOL]&nbsp;","listText":"He is our idol[LOL]&nbsp;","text":"He is our idol[LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015036008","repostId":"1123981358","repostType":4,"repost":{"id":"1123981358","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649387187,"share":"https://ttm.financial/m/news/1123981358?lang=&edition=fundamental","pubTime":"2022-04-08 11:06","market":"us","language":"en","title":"Tiger Chart｜Warren Buffett's One-Year Investment List","url":"https://stock-news.laohu8.com/highlight/detail?id=1123981358","media":"Tiger Newspress","summary":"Over the past year, Warren Buffett returned to the top five richest people in the world, and Berkshi","content":"<html><head></head><body><p>Over the past year, Warren Buffett returned to the top five richest people in the world, and Berkshire Hathaway made a number of major investments.</p><p><img src=\"https://static.tigerbbs.com/1d2f6ba433bcb19e3db5f2c691d2b18d\" tg-width=\"754\" tg-height=\"2400\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger Chart｜Warren Buffett's One-Year Investment List</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\">\nTiger Chart｜Warren Buffett's One-Year Investment List\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-08 11:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Over the past year, Warren Buffett returned to the top five richest people in the world, and Berkshire Hathaway made a number of major investments.</p><p><img src=\"https://static.tigerbbs.com/1d2f6ba433bcb19e3db5f2c691d2b18d\" tg-width=\"754\" tg-height=\"2400\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","BRK.A":"伯克希尔","HPQ":"惠普","Y":"Alleghany Corp","BRK.B":"伯克希尔B","WFC":"富国银行","OXY":"西方石油","NU":"Nu Holdings Ltd."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123981358","content_text":"Over the past year, Warren Buffett returned to the top five richest people in the world, and Berkshire Hathaway made a number of major investments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919193608,"gmtCreate":1663744832904,"gmtModify":1676537328180,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"It shall be maintained..CPI shows the past not future..Fed should have also foresee on&nbsp;slow down in economy which lead to minimum expense and coming down of&nbsp;inflation..&nbsp;1.0 should only be announced&nbsp;when there is no coming down signal&nbsp;on inflation..","listText":"It shall be maintained..CPI shows the past not future..Fed should have also foresee on&nbsp;slow down in economy which lead to minimum expense and coming down of&nbsp;inflation..&nbsp;1.0 should only be announced&nbsp;when there is no coming down signal&nbsp;on inflation..","text":"It shall be maintained..CPI shows the past not future..Fed should have also foresee on slow down in economy which lead to minimum expense and coming down of inflation.. 1.0 should only be announced when there is no coming down signal on inflation..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9919193608","isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907523487,"gmtCreate":1660221832451,"gmtModify":1703479212096,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Reversal? Or rebound?&nbsp;[serious]&nbsp;","listText":"Reversal? Or rebound?&nbsp;[serious]&nbsp;","text":"Reversal? Or rebound? [serious]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907523487","repostId":"1188734167","repostType":4,"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081323034,"gmtCreate":1650200846734,"gmtModify":1676534667616,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Nice &amp; thanks[smile]&nbsp;","listText":"Nice &amp; thanks[smile]&nbsp;","text":"Nice & thanks[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081323034","repostId":"2227986989","repostType":4,"repost":{"id":"2227986989","kind":"highlight","pubTimestamp":1650153593,"share":"https://ttm.financial/m/news/2227986989?lang=&edition=fundamental","pubTime":"2022-04-17 07:59","market":"us","language":"en","title":"2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2227986989","media":"Motley Fool","summary":"Trading at merely 16 times free cash flow, this tech giant is a bargain buy.","content":"<html><head></head><body><p><b>Meta Platforms </b>( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, reduced ad spending, and tough competition from TikTok. Because of this, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> stock is trading at an all-time low when valued from a price-to-free cash flow standpoint.</p><p>While these concerns are real, a ratio of 16 times free cash flow is far too low for a high-quality business like this. Investors must understand Meta Platforms&#39; risks and know how these will affect the financials.</p><p><img src=\"https://static.tigerbbs.com/398f53d1e7c68dd8da25b7202c250183\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FB Price to Free Cash Flow data by YCharts</p><h2>It&#39;s getting harder to grow revenue</h2><p>CEO and founder Mark Zuckerberg&#39;s vision for the metaverse won&#39;t be cheap. However, he is committed to bringing about this change through the company&#39;s Reality Labs division, which provides &#34;augmented and virtual reality related consumer hardware, software, and content.&#34; Meta broke out this division for the first time in the fourth quarter, and the results weren&#39;t pretty. In 2021, the division lost $10.2 billion on revenue of $2.3 billion. It&#39;s also not slowing down on expenses. In 2021, Meta spent $71 billion on operating expenses, but management is guiding for $90 billion to $95 billion in 2022.</p><p>Revenue is expected to be negatively affected by recent iOS privacy changes from<b> Apple</b>. This has caused Meta customers to see a lower return on investment (ROI) for their ad campaigns. Meta claimed in the Q4 conference call that the changes disproportionately affect smaller businesses. With less successful advertisements, companies reduce their budgets and focus on other areas.</p><p><img src=\"https://static.tigerbbs.com/90028667ee7c0da172cd55cab6dcb759\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>Meta is also worried about ByteDance&#39;s TikTok social media app. While Facebook announced Reels to offer a similar product and effectively compete, TikTok is still capturing a large chunk of the social media market share. For the first time ever as a public company, Facebook&#39;s daily active users fell from the previous quarter.</p><p>With rising costs, revenue growth pressures, and a strong competitor, the future looks grim for Meta Platforms.</p><h2>Valuations suggest this stock is a bargain</h2><p>Are these concerns truly valid? After all, Meta Platforms is still the most dominant social media company and is highly profitable. Management also expects revenue growth of 3% to 11% for Q1, and investors will find out on April 27 if Meta hit that guidance.</p><p>If Meta can reach the top end of the revenue guidance and continue with 30% expense growth, the company will still be cheaply valued. In 2021, Meta Platforms produced $38.4 billion in free cash flow (FCF) on revenue of $118 billion, an impressive 33% margin. If sales grow 10% for the year and its FCF margin is affected by the $21.5 billion in increased operating costs, the company could generate $35.2 billion in free cash flow.</p><p>With no stock price appreciation, this would value the stock at 17.2 times 2022 free cash flow. This valuation is still lower than it&#39;s been at any time Meta&#39;s been a public company and is cheap compared to other companies in the market.</p><p><img src=\"https://static.tigerbbs.com/86b9f60c56d84ce72690d3a38faf1606\" tg-width=\"720\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FB Price to Free Cash Flow data by YCharts</p><p>To add another factor to Meta&#39;s value proposition, it has been aggressively repurchasing shares. Doing this, it is making each share more valuable by retiring old shares. This catalyst will further decrease its valuation by reducing the number of shares outstanding. With Meta repurchasing more than $44 billion in stock last year, the company could repeat that program in 2022 and lower shares outstanding by about 7%.</p><h2>When is the best time to buy?</h2><p>Meta Platforms may be facing some headwinds, but the company is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most financially powerful in the world, with solid cash flow generation and more than $44 billion in cash with no debt on the balance sheet. The market doesn&#39;t leave bargains around like this very often, and investors should act accordingly. Alternatively, you could also wait until Q1 earnings are reported on April 27, but any positive news will likely send this stock soaring, as it has only experienced negative headlines recently.</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>2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-17 07:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms ( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4573":"虚拟现实","BK4508":"社交媒体","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4579":"人工智能","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4551":"寇图资本持仓","BK4525":"远程办公概念","BK4503":"景林资产持仓","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓"},"source_url":"https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227986989","content_text":"Meta Platforms ( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, reduced ad spending, and tough competition from TikTok. Because of this, Meta Platforms stock is trading at an all-time low when valued from a price-to-free cash flow standpoint.While these concerns are real, a ratio of 16 times free cash flow is far too low for a high-quality business like this. Investors must understand Meta Platforms' risks and know how these will affect the financials.FB Price to Free Cash Flow data by YChartsIt's getting harder to grow revenueCEO and founder Mark Zuckerberg's vision for the metaverse won't be cheap. However, he is committed to bringing about this change through the company's Reality Labs division, which provides \"augmented and virtual reality related consumer hardware, software, and content.\" Meta broke out this division for the first time in the fourth quarter, and the results weren't pretty. In 2021, the division lost $10.2 billion on revenue of $2.3 billion. It's also not slowing down on expenses. In 2021, Meta spent $71 billion on operating expenses, but management is guiding for $90 billion to $95 billion in 2022.Revenue is expected to be negatively affected by recent iOS privacy changes from Apple. This has caused Meta customers to see a lower return on investment (ROI) for their ad campaigns. Meta claimed in the Q4 conference call that the changes disproportionately affect smaller businesses. With less successful advertisements, companies reduce their budgets and focus on other areas.Image source: Getty Images.Meta is also worried about ByteDance's TikTok social media app. While Facebook announced Reels to offer a similar product and effectively compete, TikTok is still capturing a large chunk of the social media market share. For the first time ever as a public company, Facebook's daily active users fell from the previous quarter.With rising costs, revenue growth pressures, and a strong competitor, the future looks grim for Meta Platforms.Valuations suggest this stock is a bargainAre these concerns truly valid? After all, Meta Platforms is still the most dominant social media company and is highly profitable. Management also expects revenue growth of 3% to 11% for Q1, and investors will find out on April 27 if Meta hit that guidance.If Meta can reach the top end of the revenue guidance and continue with 30% expense growth, the company will still be cheaply valued. In 2021, Meta Platforms produced $38.4 billion in free cash flow (FCF) on revenue of $118 billion, an impressive 33% margin. If sales grow 10% for the year and its FCF margin is affected by the $21.5 billion in increased operating costs, the company could generate $35.2 billion in free cash flow.With no stock price appreciation, this would value the stock at 17.2 times 2022 free cash flow. This valuation is still lower than it's been at any time Meta's been a public company and is cheap compared to other companies in the market.FB Price to Free Cash Flow data by YChartsTo add another factor to Meta's value proposition, it has been aggressively repurchasing shares. Doing this, it is making each share more valuable by retiring old shares. This catalyst will further decrease its valuation by reducing the number of shares outstanding. With Meta repurchasing more than $44 billion in stock last year, the company could repeat that program in 2022 and lower shares outstanding by about 7%.When is the best time to buy?Meta Platforms may be facing some headwinds, but the company is one of the most financially powerful in the world, with solid cash flow generation and more than $44 billion in cash with no debt on the balance sheet. The market doesn't leave bargains around like this very often, and investors should act accordingly. Alternatively, you could also wait until Q1 earnings are reported on April 27, but any positive news will likely send this stock soaring, as it has only experienced negative headlines recently.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013139712,"gmtCreate":1648689342442,"gmtModify":1676534379799,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Not show the effect on oil price..how to reduce inflation?[Observation]&nbsp;","listText":"Not show the effect on oil price..how to reduce inflation?[Observation]&nbsp;","text":"Not show the effect on oil price..how to reduce inflation?[Observation]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013139712","repostId":"1190534365","repostType":4,"repost":{"id":"1190534365","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648685971,"share":"https://ttm.financial/m/news/1190534365?lang=&edition=fundamental","pubTime":"2022-03-31 08:19","market":"us","language":"en","title":"Biden Team Weighs A Massive Oil Release To Combat Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=1190534365","media":"Tiger Newspress","summary":"WTI and Brent Crude Were All Down More Than 3% as Biden Team Weighs A Massive Oil Release To Combat ","content":"<html><head></head><body><p>WTI and Brent Crude Were All Down More Than 3% as Biden Team Weighs A Massive Oil Release To Combat Inflation.</p><p>The Biden administration is weighing a plan to release roughly a million barrels of oil a day from U.S. reserves, for several months, to combat rising gasoline prices and supply shortages following Russia’s invasion of Ukraine, according to people familiar with the matter, Bloomberg News reports.</p><p>The total release may be as much as 180 million barrels, the people said.<img src=\"https://static.tigerbbs.com/95b256442eb99a1acf94187069f9e2b2\" tg-width=\"937\" tg-height=\"673\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/3dd7c018512de903abc50b702b4dda35\" tg-width=\"1000\" tg-height=\"670\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Biden Team Weighs A Massive Oil Release To Combat Inflation</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\">\nBiden Team Weighs A Massive Oil Release To Combat Inflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-31 08:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WTI and Brent Crude Were All Down More Than 3% as Biden Team Weighs A Massive Oil Release To Combat Inflation.</p><p>The Biden administration is weighing a plan to release roughly a million barrels of oil a day from U.S. reserves, for several months, to combat rising gasoline prices and supply shortages following Russia’s invasion of Ukraine, according to people familiar with the matter, Bloomberg News reports.</p><p>The total release may be as much as 180 million barrels, the people said.<img src=\"https://static.tigerbbs.com/95b256442eb99a1acf94187069f9e2b2\" tg-width=\"937\" tg-height=\"673\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/3dd7c018512de903abc50b702b4dda35\" tg-width=\"1000\" tg-height=\"670\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190534365","content_text":"WTI and Brent Crude Were All Down More Than 3% as Biden Team Weighs A Massive Oil Release To Combat Inflation.The Biden administration is weighing a plan to release roughly a million barrels of oil a day from U.S. reserves, for several months, to combat rising gasoline prices and supply shortages following Russia’s invasion of Ukraine, according to people familiar with the matter, Bloomberg News reports.The total release may be as much as 180 million barrels, the people said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911874778,"gmtCreate":1664184155794,"gmtModify":1676537405176,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Tq","listText":"Tq","text":"Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9911874778","repostId":"1139946855","repostType":4,"isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910557424,"gmtCreate":1663649477868,"gmtModify":1676537308686,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Good info&nbsp;","listText":"Good info&nbsp;","text":"Good info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9910557424","repostId":"1178602580","repostType":4,"isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900329242,"gmtCreate":1658643128886,"gmtModify":1676536186832,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Thks..good info&nbsp;","listText":"Thks..good info&nbsp;","text":"Thks..good info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900329242","repostId":"2253092009","repostType":4,"repost":{"id":"2253092009","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1658625886,"share":"https://ttm.financial/m/news/2253092009?lang=&edition=fundamental","pubTime":"2022-07-24 09:24","market":"us","language":"en","title":"There Are Signs Inflation May Have Peaked, but Can It Come Down Fast Enough?","url":"https://stock-news.laohu8.com/highlight/detail?id=2253092009","media":"Dow Jones","summary":"Growing signs that price pressures are easing suggest that June's distressingly high 9.1% increase i","content":"<html><head></head><body><p>Growing signs that price pressures are easing suggest that June&#39;s distressingly high 9.1% increase in consumer prices will probably be the peak. But even if inflation indeed comes down, economists see a slow pace of decline.</p><p>Ed Hyman, chairman of Evercore ISI, pointed to many indicators that 9.1% might have been the top. Gasoline prices have fallen around 10% from their mid-June high point of $5.02 a gallon, according to AAA. Wheat futures prices have fallen by 37% since mid-May and corn futures prices are down 27% from mid-June. The cost of shipping goods from East Asia to the U.S. West Coast is 11.4% lower than a month ago, according to Xeneta, a Norway-based transportation-data and procurement firm.</p><p>Easing price pressures and improvements in backlogs and supplier delivery times in business surveys suggest that supply-chain snarls are unraveling. Mr. Hyman noted that money-supply growth has slowed sharply, evidence that monetary tightening is starting to bite.</p><p>Inflation expectations also fell recently -- an upbeat signal for the Fed, which believes that such expectations influence wage and price-setting behavior and thus actual inflation. The University of Michigan consumer-sentiment survey showed that longer-term inflation expectations slipped from June&#39;s 3.1% reading to 2.8% in late June and early July, matching the average rate during the 20 years before the pandemic.</p><p>Bond investors are less worried about inflation, based on the &#34;break-even inflation rate&#34; -- the difference between the yield on regular five-year Treasury bonds and on inflation-indexed bonds -- which has dropped to 2.67% from an all-time high of 3.59% hit in late March.</p><p>Inflation-based derivatives and bonds are projecting that the annual increase in the CPI will fall to 2.3% in just a year, around the Fed&#39;s 2% target (which uses a different price index), according to the Intercontinental Exchange. Roberto Perli, economist at Piper Sandler, calls such an outcome &#34;optimistic but not totally implausible.&#34; From February through early June, investors thought inflation would still be between 4% and 5% in a year.</p><p>&#34;It&#39;s a step in the right direction, but ultimately, even if June is the peak, we&#39;re still looking at an environment where inflation is too hot,&#34; said Sarah House, senior economist at Wells Fargo, who expects fourth-quarter inflation between 7.5% and 7.8%. &#34;So peak or not, inflation is going to remain painful through the end of the year.&#34;</p><p>And the slower it is to ebb, the larger the likelihood of a damaging downturn, said Brett Ryan, senior U.S. economist at Deutsche Bank.</p><p>Core inflation, which strips out volatile food and energy prices and is considered a better measure of inflation trends, was 5.9% in June, down from a peak of 6.5% in March. But Ms. House and Mr. Ryan both expect core inflation to revive and peak sometime around September, as strong price growth for housing and other services combines with low base comparisons in the 12-month calculation.</p><p>&#34;The more persistent inflation pressures, the higher the Federal Reserve needs [interest rates] to go to address them,&#34; said Mr. Ryan. &#34;That argues for a larger recession risk.&#34;</p><p>Fed Chairman Jerome Powell has said the central bank wants to see clear and convincing evidence that price pressures are subsiding before slowing or suspending rate increases.</p><p>&#34;The moment of truth comes at the end of this year,&#34; said Mr. Hyman. &#34;If the Fed keeps on raising rates, then they&#39;d invert the yield curve. I think that would increase the odds of recession enormously. It would probably also lower inflation, although it also seems to already be slowing, and will probably be even slower by then.&#34;</p><p>Aichi Amemiya, U.S. economist at Nomura, said that though it is too early to call it, his forecast sees June as the peak for the annual measure of overall inflation. However, the month-over-month change in core CPI will be key to watch in coming months, he said. If it slows from June&#39;s pace of 0.7% to 0.3% on a sustained basis by year-end, he expects the Fed to start planning to ease up on rate increases. That, however, will be hard to achieve, said Mr. Amemiya, &#34;which means the Fed will likely continue tightening even after the economy enters a recession.&#34;</p><p>Around the turn of the year, economists were generally confident that inflation would peak in early 2022, as energy prices stabilized and supply-chain pressures eased. Then Russia invaded Ukraine, and energy prices soared. Buzz about  &#34;the peak&#34; crescendoed again when inflation slid to an 8.3% annual rate in April, from 8.5% in March. But gasoline prices flared up again, and gains in food and rent picked up, too.</p><p>There is plenty of potential for another reversal in coming months, said Ms. House.</p><p>&#34;When we look at ongoing core inflation pressures, it wouldn&#39;t take much in the way of a commodities price shock for us to reach another high,&#34; she said, adding that possible examples include an escalation of the Russia-Ukraine conflict, a hurricane that shuts down an oil refinery, or an outage at a key semiconductor or auto plant. &#34;We all hope we&#39;re at the peak. But hope is not really an inflation strategy right now.&#34;</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>There Are Signs Inflation May Have Peaked, but Can It Come Down Fast Enough?</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\">\nThere Are Signs Inflation May Have Peaked, but Can It Come Down Fast Enough?\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\">2022-07-24 09:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Growing signs that price pressures are easing suggest that June&#39;s distressingly high 9.1% increase in consumer prices will probably be the peak. But even if inflation indeed comes down, economists see a slow pace of decline.</p><p>Ed Hyman, chairman of Evercore ISI, pointed to many indicators that 9.1% might have been the top. Gasoline prices have fallen around 10% from their mid-June high point of $5.02 a gallon, according to AAA. Wheat futures prices have fallen by 37% since mid-May and corn futures prices are down 27% from mid-June. The cost of shipping goods from East Asia to the U.S. West Coast is 11.4% lower than a month ago, according to Xeneta, a Norway-based transportation-data and procurement firm.</p><p>Easing price pressures and improvements in backlogs and supplier delivery times in business surveys suggest that supply-chain snarls are unraveling. Mr. Hyman noted that money-supply growth has slowed sharply, evidence that monetary tightening is starting to bite.</p><p>Inflation expectations also fell recently -- an upbeat signal for the Fed, which believes that such expectations influence wage and price-setting behavior and thus actual inflation. The University of Michigan consumer-sentiment survey showed that longer-term inflation expectations slipped from June&#39;s 3.1% reading to 2.8% in late June and early July, matching the average rate during the 20 years before the pandemic.</p><p>Bond investors are less worried about inflation, based on the &#34;break-even inflation rate&#34; -- the difference between the yield on regular five-year Treasury bonds and on inflation-indexed bonds -- which has dropped to 2.67% from an all-time high of 3.59% hit in late March.</p><p>Inflation-based derivatives and bonds are projecting that the annual increase in the CPI will fall to 2.3% in just a year, around the Fed&#39;s 2% target (which uses a different price index), according to the Intercontinental Exchange. Roberto Perli, economist at Piper Sandler, calls such an outcome &#34;optimistic but not totally implausible.&#34; From February through early June, investors thought inflation would still be between 4% and 5% in a year.</p><p>&#34;It&#39;s a step in the right direction, but ultimately, even if June is the peak, we&#39;re still looking at an environment where inflation is too hot,&#34; said Sarah House, senior economist at Wells Fargo, who expects fourth-quarter inflation between 7.5% and 7.8%. &#34;So peak or not, inflation is going to remain painful through the end of the year.&#34;</p><p>And the slower it is to ebb, the larger the likelihood of a damaging downturn, said Brett Ryan, senior U.S. economist at Deutsche Bank.</p><p>Core inflation, which strips out volatile food and energy prices and is considered a better measure of inflation trends, was 5.9% in June, down from a peak of 6.5% in March. But Ms. House and Mr. Ryan both expect core inflation to revive and peak sometime around September, as strong price growth for housing and other services combines with low base comparisons in the 12-month calculation.</p><p>&#34;The more persistent inflation pressures, the higher the Federal Reserve needs [interest rates] to go to address them,&#34; said Mr. Ryan. &#34;That argues for a larger recession risk.&#34;</p><p>Fed Chairman Jerome Powell has said the central bank wants to see clear and convincing evidence that price pressures are subsiding before slowing or suspending rate increases.</p><p>&#34;The moment of truth comes at the end of this year,&#34; said Mr. Hyman. &#34;If the Fed keeps on raising rates, then they&#39;d invert the yield curve. I think that would increase the odds of recession enormously. It would probably also lower inflation, although it also seems to already be slowing, and will probably be even slower by then.&#34;</p><p>Aichi Amemiya, U.S. economist at Nomura, said that though it is too early to call it, his forecast sees June as the peak for the annual measure of overall inflation. However, the month-over-month change in core CPI will be key to watch in coming months, he said. If it slows from June&#39;s pace of 0.7% to 0.3% on a sustained basis by year-end, he expects the Fed to start planning to ease up on rate increases. That, however, will be hard to achieve, said Mr. Amemiya, &#34;which means the Fed will likely continue tightening even after the economy enters a recession.&#34;</p><p>Around the turn of the year, economists were generally confident that inflation would peak in early 2022, as energy prices stabilized and supply-chain pressures eased. Then Russia invaded Ukraine, and energy prices soared. Buzz about  &#34;the peak&#34; crescendoed again when inflation slid to an 8.3% annual rate in April, from 8.5% in March. But gasoline prices flared up again, and gains in food and rent picked up, too.</p><p>There is plenty of potential for another reversal in coming months, said Ms. House.</p><p>&#34;When we look at ongoing core inflation pressures, it wouldn&#39;t take much in the way of a commodities price shock for us to reach another high,&#34; she said, adding that possible examples include an escalation of the Russia-Ukraine conflict, a hurricane that shuts down an oil refinery, or an outage at a key semiconductor or auto plant. &#34;We all hope we&#39;re at the peak. But hope is not really an inflation strategy right now.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253092009","content_text":"Growing signs that price pressures are easing suggest that June's distressingly high 9.1% increase in consumer prices will probably be the peak. But even if inflation indeed comes down, economists see a slow pace of decline.Ed Hyman, chairman of Evercore ISI, pointed to many indicators that 9.1% might have been the top. Gasoline prices have fallen around 10% from their mid-June high point of $5.02 a gallon, according to AAA. Wheat futures prices have fallen by 37% since mid-May and corn futures prices are down 27% from mid-June. The cost of shipping goods from East Asia to the U.S. West Coast is 11.4% lower than a month ago, according to Xeneta, a Norway-based transportation-data and procurement firm.Easing price pressures and improvements in backlogs and supplier delivery times in business surveys suggest that supply-chain snarls are unraveling. Mr. Hyman noted that money-supply growth has slowed sharply, evidence that monetary tightening is starting to bite.Inflation expectations also fell recently -- an upbeat signal for the Fed, which believes that such expectations influence wage and price-setting behavior and thus actual inflation. The University of Michigan consumer-sentiment survey showed that longer-term inflation expectations slipped from June's 3.1% reading to 2.8% in late June and early July, matching the average rate during the 20 years before the pandemic.Bond investors are less worried about inflation, based on the \"break-even inflation rate\" -- the difference between the yield on regular five-year Treasury bonds and on inflation-indexed bonds -- which has dropped to 2.67% from an all-time high of 3.59% hit in late March.Inflation-based derivatives and bonds are projecting that the annual increase in the CPI will fall to 2.3% in just a year, around the Fed's 2% target (which uses a different price index), according to the Intercontinental Exchange. Roberto Perli, economist at Piper Sandler, calls such an outcome \"optimistic but not totally implausible.\" From February through early June, investors thought inflation would still be between 4% and 5% in a year.\"It's a step in the right direction, but ultimately, even if June is the peak, we're still looking at an environment where inflation is too hot,\" said Sarah House, senior economist at Wells Fargo, who expects fourth-quarter inflation between 7.5% and 7.8%. \"So peak or not, inflation is going to remain painful through the end of the year.\"And the slower it is to ebb, the larger the likelihood of a damaging downturn, said Brett Ryan, senior U.S. economist at Deutsche Bank.Core inflation, which strips out volatile food and energy prices and is considered a better measure of inflation trends, was 5.9% in June, down from a peak of 6.5% in March. But Ms. House and Mr. Ryan both expect core inflation to revive and peak sometime around September, as strong price growth for housing and other services combines with low base comparisons in the 12-month calculation.\"The more persistent inflation pressures, the higher the Federal Reserve needs [interest rates] to go to address them,\" said Mr. Ryan. \"That argues for a larger recession risk.\"Fed Chairman Jerome Powell has said the central bank wants to see clear and convincing evidence that price pressures are subsiding before slowing or suspending rate increases.\"The moment of truth comes at the end of this year,\" said Mr. Hyman. \"If the Fed keeps on raising rates, then they'd invert the yield curve. I think that would increase the odds of recession enormously. It would probably also lower inflation, although it also seems to already be slowing, and will probably be even slower by then.\"Aichi Amemiya, U.S. economist at Nomura, said that though it is too early to call it, his forecast sees June as the peak for the annual measure of overall inflation. However, the month-over-month change in core CPI will be key to watch in coming months, he said. If it slows from June's pace of 0.7% to 0.3% on a sustained basis by year-end, he expects the Fed to start planning to ease up on rate increases. That, however, will be hard to achieve, said Mr. Amemiya, \"which means the Fed will likely continue tightening even after the economy enters a recession.\"Around the turn of the year, economists were generally confident that inflation would peak in early 2022, as energy prices stabilized and supply-chain pressures eased. Then Russia invaded Ukraine, and energy prices soared. Buzz about  \"the peak\" crescendoed again when inflation slid to an 8.3% annual rate in April, from 8.5% in March. But gasoline prices flared up again, and gains in food and rent picked up, too.There is plenty of potential for another reversal in coming months, said Ms. House.\"When we look at ongoing core inflation pressures, it wouldn't take much in the way of a commodities price shock for us to reach another high,\" she said, adding that possible examples include an escalation of the Russia-Ukraine conflict, a hurricane that shuts down an oil refinery, or an outage at a key semiconductor or auto plant. \"We all hope we're at the peak. But hope is not really an inflation strategy right now.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025231982,"gmtCreate":1653695501246,"gmtModify":1676535327097,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Reversal soon?","listText":"Reversal soon?","text":"Reversal soon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025231982","repostId":"2238961106","repostType":4,"repost":{"id":"2238961106","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653623122,"share":"https://ttm.financial/m/news/2238961106?lang=&edition=fundamental","pubTime":"2022-05-27 11:45","market":"hk","language":"en","title":"Alibaba Shares Soar 12.5% in Hong Kong as Optimism Persists Over Earnings Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=2238961106","media":"Dow Jones","summary":"Alibaba Group Holding Ltd. shares soared in Hong Kong trading on Friday, extending the positive mome","content":"<html><head></head><body><p>Alibaba Group Holding Ltd. shares soared in Hong Kong trading on Friday, extending the positive momentum from U.S. trading overnight as investors welcomed the company&#39;s better-than-expected earnings.</p><p>Shares of the Chinese e-commerce giant jumped as much as 12.5% in Hong Kong to 91.25 Hong Kong dollars, after its American depository receipts closed 15% higher on Thursday.</p><p><img src=\"https://static.tigerbbs.com/0fc00fc99ddbdfa310ccb626a6ddb555\" tg-width=\"929\" tg-height=\"669\" width=\"100%\" height=\"auto\"/></p><p>The gains came after Alibaba posted earnings for its fiscal fourth quarter, which proved more resilient than the market had feared.</p><p>The company&#39;s revenue rose 9% from a year earlier to 204.1 billion yuan, or US$32.2 billion, based on an exchange rate of CNY6.34 to a dollar that Alibaba used. Net loss widened to CNY16.2 billion from CNY5.5 billion a year earlier. Alibaba attributed the wider loss to price drops in its equity investments in publicly traded companies.</p><p>While the top-line growth marked Alibaba&#39;s slowest revenue increase for the second straight quarter since it went public in 2014, both revenue and net loss figures beat expectations of analysts polled by FactSet.</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>Alibaba Shares Soar 12.5% in Hong Kong as Optimism Persists Over Earnings Beat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Shares Soar 12.5% in Hong Kong as Optimism Persists Over Earnings Beat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-27 11:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba Group Holding Ltd. shares soared in Hong Kong trading on Friday, extending the positive momentum from U.S. trading overnight as investors welcomed the company&#39;s better-than-expected earnings.</p><p>Shares of the Chinese e-commerce giant jumped as much as 12.5% in Hong Kong to 91.25 Hong Kong dollars, after its American depository receipts closed 15% higher on Thursday.</p><p><img src=\"https://static.tigerbbs.com/0fc00fc99ddbdfa310ccb626a6ddb555\" tg-width=\"929\" tg-height=\"669\" width=\"100%\" height=\"auto\"/></p><p>The gains came after Alibaba posted earnings for its fiscal fourth quarter, which proved more resilient than the market had feared.</p><p>The company&#39;s revenue rose 9% from a year earlier to 204.1 billion yuan, or US$32.2 billion, based on an exchange rate of CNY6.34 to a dollar that Alibaba used. Net loss widened to CNY16.2 billion from CNY5.5 billion a year earlier. Alibaba attributed the wider loss to price drops in its equity investments in publicly traded companies.</p><p>While the top-line growth marked Alibaba&#39;s slowest revenue increase for the second straight quarter since it went public in 2014, both revenue and net loss figures beat expectations of analysts polled by FactSet.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238961106","content_text":"Alibaba Group Holding Ltd. shares soared in Hong Kong trading on Friday, extending the positive momentum from U.S. trading overnight as investors welcomed the company's better-than-expected earnings.Shares of the Chinese e-commerce giant jumped as much as 12.5% in Hong Kong to 91.25 Hong Kong dollars, after its American depository receipts closed 15% higher on Thursday.The gains came after Alibaba posted earnings for its fiscal fourth quarter, which proved more resilient than the market had feared.The company's revenue rose 9% from a year earlier to 204.1 billion yuan, or US$32.2 billion, based on an exchange rate of CNY6.34 to a dollar that Alibaba used. Net loss widened to CNY16.2 billion from CNY5.5 billion a year earlier. Alibaba attributed the wider loss to price drops in its equity investments in publicly traded companies.While the top-line growth marked Alibaba's slowest revenue increase for the second straight quarter since it went public in 2014, both revenue and net loss figures beat expectations of analysts polled by FactSet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085622056,"gmtCreate":1650691377543,"gmtModify":1676534778384,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085622056","repostId":"2229168533","repostType":4,"repost":{"id":"2229168533","kind":"highlight","pubTimestamp":1650672182,"share":"https://ttm.financial/m/news/2229168533?lang=&edition=fundamental","pubTime":"2022-04-23 08:03","market":"us","language":"en","title":"Got $1,000? 5 Buffett Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2229168533","media":"Motley Fool","summary":"These industry leaders have Buffett's stamp of approval and are on track for more big wins.","content":"<html><head></head><body><p>If you owned a $1,000 stake in <b>Berkshire Hathaway</b> when Warren Buffett assumed control of the company back in May of 1965, that position would be worth more than $27.5 million today. The investment conglomerate now has a market capitalization of roughly $771 billion and stands as the one of the world&#39;s largest companies, and The Oracle of Omaha&#39;s ability to identify promising businesses worth holding long term has played a big role in getting there.</p><p>While Berkshire&#39;s massive market cap suggests its most explosive days of growth are likely in the past, an incredible performance and top-tier management and analyst teams suggest it can still pay to look to the company for investing inspiration. Read on for a look at five top stocks in the Berkshire Hathaway portfolio that are worth buying today and holding for the long haul.</p><h2>1. Amazon</h2><p>Even with current holdings worth roughly $1.8 billion, <b>Amazon</b> ranks as just the 21st-largest overall stock holding in Berkshire&#39;s portfolio. The investment conglomerate first purchased the e-commerce and cloud computing giant&#39;s stock in 2019, and you can be sure that Buffett regrets not investing in the multi-industry innovator sooner. The famously successful investor went so far as to describe himself as &#34;an idiot&#34; for not buying shares at an earlier stage.</p><p>With gains of roughly 21,680% over the last 20 years, it&#39;s not hard to imagine why The Oracle of Omaha is frustrated about taking some time to see the light on Amazon, but the company will likely continue serving up more strong performance over the long term. Amazon&#39;s e-commerce and cloud businesses still have incredible runways for expansion, and these pillars give it the flexibility to pursue wins in other emerging technology and service trends.</p><h2>2. <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></h2><p>While the Oracle of Omaha is best known as a value investing guru, that doesn&#39;t mean that he and the Berkshire team don&#39;t sometimes see great value in highly growth-dependent stocks. <b>Snowflake</b> provides a data-warehousing platform that can be used to combine and analyze information from Amazon, <b>Alphabet</b>, and <b>Microsoft</b>&#39;s respective cloud platforms, and surging demand for its services is translating to rapid business expansion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c49e19db0c82953682aa96a1284927d\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>Image source: Snowflake.</span></p><p>Based on its forward price-to-sales multiple of approximately 30.5, it could be argued that Snowflake is the most &#34;expensive&#34; stock in the Berkshire portfolio. On the other hand, it has a very favorable growth outlook, and I wouldn&#39;t be surprised at all if it winds up being one of the investment conglomerate&#39;s best-performing stocks over the next decade.</p><h2>3. Verizon</h2><p>With the largest wireless network in the U.S., highly rated service, and strong customer loyalty, <b>Verizon</b> stands to be one of the biggest beneficiaries in the next-generation network technologies in the telecom industry. 5G is paving the way for upload and download speeds that absolutely trounce what&#39;s possible on 4G LTE in even the most ideal circumstances, and this big leap forward in network technology will make a wide range of new technologies and services possible.</p><p>Verizon&#39;s business is already a free-cash-flow-generating machine, and that allows it to return substantial cash to shareholders in the form of dividends. The company&#39;s payout currently yields roughly 4.7%, and the stock looks cheap trading at roughly 10 times this year&#39;s expected earnings.</p><h2>4. Bank of America</h2><p>Berkshire Hathaway&#39;s holdings in <b>Bank of America</b> stock are currently worth roughly $45 billion and account for more than 13% of its overall stock portfolio. The banking giant is Berkshire&#39;s second-largest overall stock holding and its biggest investment in the financials industry by a wide margin.</p><p>There will always be a need for banking and financial services, and Bank of America&#39;s incredible scale gives it an edge in the space. Bank of America also pays a dividend that currently yields roughly 2.1%. Even better, the company has been raising its payout at a rapid clip over the last decade, and there&#39;s a good chance that investors can look forward to more payout growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cba5f4053d34276169cf8dc0ea2f575\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>BAC Dividend data by YCharts</span></p><h2>5. Apple</h2><p>Buffett has said that <b>Apple</b> is probably the best business he knows, and a quick look at the Berkshire Hathaway portfolio makes it clear he has a high level of conviction on that call. The tech company stands as the single largest stock holding in Berkshire&#39;s portfolio, representing roughly 46% of its total stock holdings.</p><p>Apple has the world&#39;s most valuable brand in the consumer electronics space, and that advantage has allowed the company to generate far more profits from mobile, computer, and wearable hardware sales than its competitors. The tech giant has also built a powerful software and services ecosystem that&#39;s helping to power new growth stages for the company.</p><p>With a market capitalization of roughly $2.73 trillion, Apple stands as the most valuable company in the world and could have a harder time delivering relative growth going forward. However, the company&#39;s core hardware and software businesses continue to look very strong, and it has the potential to score massive wins in augmented reality, smart cars, and other potentially revolutionary trends.</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>Got $1,000? 5 Buffett Stocks to Buy and Hold Forever</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\">\nGot $1,000? 5 Buffett Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/22/got-1000-5-buffett-stocks-to-buy-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you owned a $1,000 stake in Berkshire Hathaway when Warren Buffett assumed control of the company back in May of 1965, that position would be worth more than $27.5 million today. The investment ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/22/got-1000-5-buffett-stocks-to-buy-and-hold-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BRK.A":"伯克希尔","BK4170":"电脑硬件、储存设备及电脑周边","BAC":"美国银行","BRK.B":"伯克希尔B","BK4176":"多领域控股","AMZN":"亚马逊","BK4504":"桥水持仓","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","ORCL":"甲骨文","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","AAPL":"苹果","BK4538":"云计算","BK4527":"明星科技股","BK4501":"段永平概念","BK4116":"互联网服务与基础架构","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4122":"互联网与直销零售","VZ":"威瑞森","SNOW":"Snowflake","BK4574":"无人驾驶","BK4207":"综合性银行","BK4561":"索罗斯持仓","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念"},"source_url":"https://www.fool.com/investing/2022/04/22/got-1000-5-buffett-stocks-to-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229168533","content_text":"If you owned a $1,000 stake in Berkshire Hathaway when Warren Buffett assumed control of the company back in May of 1965, that position would be worth more than $27.5 million today. The investment conglomerate now has a market capitalization of roughly $771 billion and stands as the one of the world's largest companies, and The Oracle of Omaha's ability to identify promising businesses worth holding long term has played a big role in getting there.While Berkshire's massive market cap suggests its most explosive days of growth are likely in the past, an incredible performance and top-tier management and analyst teams suggest it can still pay to look to the company for investing inspiration. Read on for a look at five top stocks in the Berkshire Hathaway portfolio that are worth buying today and holding for the long haul.1. AmazonEven with current holdings worth roughly $1.8 billion, Amazon ranks as just the 21st-largest overall stock holding in Berkshire's portfolio. The investment conglomerate first purchased the e-commerce and cloud computing giant's stock in 2019, and you can be sure that Buffett regrets not investing in the multi-industry innovator sooner. The famously successful investor went so far as to describe himself as \"an idiot\" for not buying shares at an earlier stage.With gains of roughly 21,680% over the last 20 years, it's not hard to imagine why The Oracle of Omaha is frustrated about taking some time to see the light on Amazon, but the company will likely continue serving up more strong performance over the long term. Amazon's e-commerce and cloud businesses still have incredible runways for expansion, and these pillars give it the flexibility to pursue wins in other emerging technology and service trends.2. SnowflakeWhile the Oracle of Omaha is best known as a value investing guru, that doesn't mean that he and the Berkshire team don't sometimes see great value in highly growth-dependent stocks. Snowflake provides a data-warehousing platform that can be used to combine and analyze information from Amazon, Alphabet, and Microsoft's respective cloud platforms, and surging demand for its services is translating to rapid business expansion.Image source: Snowflake.Based on its forward price-to-sales multiple of approximately 30.5, it could be argued that Snowflake is the most \"expensive\" stock in the Berkshire portfolio. On the other hand, it has a very favorable growth outlook, and I wouldn't be surprised at all if it winds up being one of the investment conglomerate's best-performing stocks over the next decade.3. VerizonWith the largest wireless network in the U.S., highly rated service, and strong customer loyalty, Verizon stands to be one of the biggest beneficiaries in the next-generation network technologies in the telecom industry. 5G is paving the way for upload and download speeds that absolutely trounce what's possible on 4G LTE in even the most ideal circumstances, and this big leap forward in network technology will make a wide range of new technologies and services possible.Verizon's business is already a free-cash-flow-generating machine, and that allows it to return substantial cash to shareholders in the form of dividends. The company's payout currently yields roughly 4.7%, and the stock looks cheap trading at roughly 10 times this year's expected earnings.4. Bank of AmericaBerkshire Hathaway's holdings in Bank of America stock are currently worth roughly $45 billion and account for more than 13% of its overall stock portfolio. The banking giant is Berkshire's second-largest overall stock holding and its biggest investment in the financials industry by a wide margin.There will always be a need for banking and financial services, and Bank of America's incredible scale gives it an edge in the space. Bank of America also pays a dividend that currently yields roughly 2.1%. Even better, the company has been raising its payout at a rapid clip over the last decade, and there's a good chance that investors can look forward to more payout growth.BAC Dividend data by YCharts5. AppleBuffett has said that Apple is probably the best business he knows, and a quick look at the Berkshire Hathaway portfolio makes it clear he has a high level of conviction on that call. The tech company stands as the single largest stock holding in Berkshire's portfolio, representing roughly 46% of its total stock holdings.Apple has the world's most valuable brand in the consumer electronics space, and that advantage has allowed the company to generate far more profits from mobile, computer, and wearable hardware sales than its competitors. The tech giant has also built a powerful software and services ecosystem that's helping to power new growth stages for the company.With a market capitalization of roughly $2.73 trillion, Apple stands as the most valuable company in the world and could have a harder time delivering relative growth going forward. However, the company's core hardware and software businesses continue to look very strong, and it has the potential to score massive wins in augmented reality, smart cars, and other potentially revolutionary trends.","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929650444,"gmtCreate":1670654532288,"gmtModify":1676538413447,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"thanks","listText":"thanks","text":"thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929650444","repostId":"2290238146","repostType":4,"repost":{"id":"2290238146","kind":"highlight","pubTimestamp":1670638098,"share":"https://ttm.financial/m/news/2290238146?lang=&edition=fundamental","pubTime":"2022-12-10 10:08","market":"us","language":"en","title":"Better Buy: Microsoft vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2290238146","media":"Motley Fool","summary":"These two giants have one area where they compete against each other.","content":"<html><head></head><body><p>Two of the largest companies globally are <b>Microsoft</b> and <b>Amazon</b>. Combined, they have brought in $705 billion in revenue over the past 12 months, but that number pales in comparison to the growth trajectories both companies are on.</p><p>Is there an advantage that either stock has that investors should pinpoint? Or are they both evenly matched? Let&#39;s find out.</p><h2>A common offering is the future for both</h2><p>These two businesses hardly needs an introduction. Amazon&#39;s e-commerce platform has become the go-to place for nearly all shopping needs. Microsoft&#39;s Office products are standard for most computers, and it has a consumer product segment offering laptops and gaming consoles.</p><p>However, the most important segment for both companies&#39; future may well be cloud computing. Microsoft&#39;s Azure and Amazon Web Services (AWS) are the industry leaders, each maintaining an impressive market share.</p><table border=\"1\"><tbody><tr><th>Company</th><th>Rank</th><th>Market Share</th></tr><tr><td><b>Amazon</b></td><td>1st</td><td>34%</td></tr><tr><td><b>Microsoft</b></td><td>2nd</td><td>21%</td></tr><tr><td><b>Alphabet </b>(Google Cloud)</td><td>3rd</td><td>11%</td></tr></tbody></table><p>Data source: Synergy Research Group.</p><p>That&#39;s a commanding lead over third-place Google Cloud. Additionally, each saw impressive revenue growth, with AWS rising 27% and Microsoft rising 35% year over year in their latest quarters. That growth is expected to continue for some time. Precedence Research expects the industry to grow at a compound annual rate of 17.4% from 2022 to 2030, eventually reaching a $1.6 trillion market.</p><p>Say Amazon and Microsoft can retain their current market share in cloud computing. This would put potential 2030 revenue for this segment at $544 billion for Amazon and $336 billion for Microsoft. That&#39;s impressive considering that Amazon&#39;s trailing-12-month revenue was $502 billion and Microsoft&#39;s was $203 billion. It&#39;s an opportunity for massive growth apart from their other businesses.</p><p>Looking at it another way, that $336 billion would be more than double Microsoft&#39;s non-Azure revenue today, by my estimate. By comparison, the projected $554 billion for Amazon&#39;s AWS business would be just a little over 30% more than its non-AWS revenue today. So cloud computing could have a much bigger impact down the road for Microsoft&#39;s revenue.</p><p>However, on the bottom line, cloud computing could be more meaningful for Amazon, because AWS has a higher margin than the e-commerce revenue. In fact, it&#39;s Amazon&#39;s only profitable segment right now.</p><p>At Amazon, AWS is also funding other business segments. At Microsoft, Azure is complementary. This skews the future outlook in Microsoft&#39;s favor.</p><h2>Amazon is the better value</h2><p>However, stock valuation also has a role to play. Amazon isn&#39;t profitable, while Microsoft is, so comparing earnings or free cash flow isn&#39;t going to yield a helpful comparison. Plus, Amazon&#39;s commerce business is inherently low margin, even when profitable. So a direct comparison isn&#39;t possible. However, we can value each company in its own way.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11b2c6b09932649414501fa819d125f\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/><span>MSFT PS Ratio data by YCharts</span></p><p>Microsoft&#39;s price-to-earnings ratio of 27.5 is rich although not quite as expensive as it&#39;s been over the past couple of years. Microsoft&#39;s execution and consistency have earned it its premium, but the company must continue to execute at a high level to maintain its valuation.</p><p>Moving to Amazon, if we value its AWS business at 9.4 times sales (the same as Microsoft) and its retail business at 0.7 times sales (the same as <b>Walmart</b>), you&#39;d get a valuation like this below.</p><table border=\"1\"><tbody><tr><th>Amazon Segment</th><th>Trailing-12-Month Revenue</th><th>Segment Price-to-Sales Ratio</th><th>Segment Market Cap</th></tr><tr><td>AWS</td><td>$76.5 billion</td><td>9.4</td><td>$719.1 billion</td></tr><tr><td>Commerce</td><td>$425.7 billion</td><td>0.7</td><td>$298.0 billion</td></tr></tbody></table><p>Data source: Amazon and YCharts.</p><p>Adding those two segments together gives Amazon a theoretical valuation of $1.017 trillion, yet the stock is valued at $960 billion. This shows that it is potentially undervalued.</p><p>Over the long run, premium valuations can be overcome by solid execution and growth -- something Microsoft has demonstrated. Because of that, I think Microsoft is the better buy today although Amazon is still a strong company too. There&#39;s a lot of uncertainty with Amazon&#39;s commerce business, and so that gives Microsoft the edge.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Microsoft vs. Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Buy: Microsoft vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-10 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/09/better-buy-microsoft-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Two of the largest companies globally are Microsoft and Amazon. Combined, they have brought in $705 billion in revenue over the past 12 months, but that number pales in comparison to the growth ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/09/better-buy-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2022/12/09/better-buy-microsoft-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290238146","content_text":"Two of the largest companies globally are Microsoft and Amazon. Combined, they have brought in $705 billion in revenue over the past 12 months, but that number pales in comparison to the growth trajectories both companies are on.Is there an advantage that either stock has that investors should pinpoint? Or are they both evenly matched? Let's find out.A common offering is the future for bothThese two businesses hardly needs an introduction. Amazon's e-commerce platform has become the go-to place for nearly all shopping needs. Microsoft's Office products are standard for most computers, and it has a consumer product segment offering laptops and gaming consoles.However, the most important segment for both companies' future may well be cloud computing. Microsoft's Azure and Amazon Web Services (AWS) are the industry leaders, each maintaining an impressive market share.CompanyRankMarket ShareAmazon1st34%Microsoft2nd21%Alphabet (Google Cloud)3rd11%Data source: Synergy Research Group.That's a commanding lead over third-place Google Cloud. Additionally, each saw impressive revenue growth, with AWS rising 27% and Microsoft rising 35% year over year in their latest quarters. That growth is expected to continue for some time. Precedence Research expects the industry to grow at a compound annual rate of 17.4% from 2022 to 2030, eventually reaching a $1.6 trillion market.Say Amazon and Microsoft can retain their current market share in cloud computing. This would put potential 2030 revenue for this segment at $544 billion for Amazon and $336 billion for Microsoft. That's impressive considering that Amazon's trailing-12-month revenue was $502 billion and Microsoft's was $203 billion. It's an opportunity for massive growth apart from their other businesses.Looking at it another way, that $336 billion would be more than double Microsoft's non-Azure revenue today, by my estimate. By comparison, the projected $554 billion for Amazon's AWS business would be just a little over 30% more than its non-AWS revenue today. So cloud computing could have a much bigger impact down the road for Microsoft's revenue.However, on the bottom line, cloud computing could be more meaningful for Amazon, because AWS has a higher margin than the e-commerce revenue. In fact, it's Amazon's only profitable segment right now.At Amazon, AWS is also funding other business segments. At Microsoft, Azure is complementary. This skews the future outlook in Microsoft's favor.Amazon is the better valueHowever, stock valuation also has a role to play. Amazon isn't profitable, while Microsoft is, so comparing earnings or free cash flow isn't going to yield a helpful comparison. Plus, Amazon's commerce business is inherently low margin, even when profitable. So a direct comparison isn't possible. However, we can value each company in its own way.MSFT PS Ratio data by YChartsMicrosoft's price-to-earnings ratio of 27.5 is rich although not quite as expensive as it's been over the past couple of years. Microsoft's execution and consistency have earned it its premium, but the company must continue to execute at a high level to maintain its valuation.Moving to Amazon, if we value its AWS business at 9.4 times sales (the same as Microsoft) and its retail business at 0.7 times sales (the same as Walmart), you'd get a valuation like this below.Amazon SegmentTrailing-12-Month RevenueSegment Price-to-Sales RatioSegment Market CapAWS$76.5 billion9.4$719.1 billionCommerce$425.7 billion0.7$298.0 billionData source: Amazon and YCharts.Adding those two segments together gives Amazon a theoretical valuation of $1.017 trillion, yet the stock is valued at $960 billion. This shows that it is potentially undervalued.Over the long run, premium valuations can be overcome by solid execution and growth -- something Microsoft has demonstrated. Because of that, I think Microsoft is the better buy today although Amazon is still a strong company too. There's a lot of uncertainty with Amazon's commerce business, and so that gives Microsoft the edge.","news_type":1},"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073259515,"gmtCreate":1657355353637,"gmtModify":1676535997194,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073259515","repostId":"2250182456","repostType":4,"repost":{"id":"2250182456","kind":"highlight","pubTimestamp":1657333821,"share":"https://ttm.financial/m/news/2250182456?lang=&edition=fundamental","pubTime":"2022-07-09 10:30","market":"us","language":"en","title":"Why NVIDIA Stock Got Beat by the Market Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2250182456","media":"Motley Fool","summary":"An analyst makes a 24% cut to his price target on the stock.","content":"<html><head></head><body><h2>What happened</h2><p>Some stocks ended this week with a serious bang after the July 4th holiday. Others, however, exited with a whimper. Unfortunately for its investors, <b>NVIDIA</b> was one of the latter. The specialty tech company&#39;s shares traded marginally lower on the day due largely to an analyst&#39;s price-target cut, booking a slightly deeper loss than the <b>S&amp;P 500</b> index.</p><h2>So what</h2><p>Tigress Financial Partners&#39; Ivan Feinseth was the person doing the cutting. He now believes NVIDIA stock is worth $310 per share, down quite some distance from his previous estimation of $410. Crucially, however, he is maintaining his buy recommendation on the company.</p><p>He also took pains to point out that his move is based on what he terms a &#34;rerating of valuation&#34; on the specialty tech stock. NVIDIA remains relatively popular among certain investors despite notable drops in the prices of other titles in the sector, while nervous investors sell out in favor of defensive stocks considered better plays in a potentially declining economy.</p><p>Feinseth is still very bullish on NVIDIA&#34;s business. In his research note detailing the price-target cut, he wrote that the company&#39;s &#34;leadership position in data centers, autonomous technology, and AI will continue to drive accelerating growth.&#34; He also pointed out that NVIDIA remains very much on the cutting edge of processor technology.</p><h2>Now what</h2><p>So at the end of the day, despite that 24% chop to NVIDIA&#39;s target price, the prognosticator still has a very sunny view of the company&#39;s future. It seems investors paid more attention to that than the reduced price level.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why NVIDIA Stock Got Beat by the Market Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy NVIDIA Stock Got Beat by the Market Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-09 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/08/why-nvidia-stock-got-beat-by-the-market-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedSome stocks ended this week with a serious bang after the July 4th holiday. Others, however, exited with a whimper. Unfortunately for its investors, NVIDIA was one of the latter. The ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/08/why-nvidia-stock-got-beat-by-the-market-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/07/08/why-nvidia-stock-got-beat-by-the-market-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250182456","content_text":"What happenedSome stocks ended this week with a serious bang after the July 4th holiday. Others, however, exited with a whimper. Unfortunately for its investors, NVIDIA was one of the latter. The specialty tech company's shares traded marginally lower on the day due largely to an analyst's price-target cut, booking a slightly deeper loss than the S&P 500 index.So whatTigress Financial Partners' Ivan Feinseth was the person doing the cutting. He now believes NVIDIA stock is worth $310 per share, down quite some distance from his previous estimation of $410. Crucially, however, he is maintaining his buy recommendation on the company.He also took pains to point out that his move is based on what he terms a \"rerating of valuation\" on the specialty tech stock. NVIDIA remains relatively popular among certain investors despite notable drops in the prices of other titles in the sector, while nervous investors sell out in favor of defensive stocks considered better plays in a potentially declining economy.Feinseth is still very bullish on NVIDIA\"s business. In his research note detailing the price-target cut, he wrote that the company's \"leadership position in data centers, autonomous technology, and AI will continue to drive accelerating growth.\" He also pointed out that NVIDIA remains very much on the cutting edge of processor technology.Now whatSo at the end of the day, despite that 24% chop to NVIDIA's target price, the prognosticator still has a very sunny view of the company's future. It seems investors paid more attention to that than the reduced price level.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028043944,"gmtCreate":1653127488188,"gmtModify":1676535228583,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Wait n collect[Cool]&nbsp;","listText":"Wait n collect[Cool]&nbsp;","text":"Wait n collect[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028043944","repostId":"2236015712","repostType":4,"repost":{"id":"2236015712","kind":"highlight","pubTimestamp":1653088476,"share":"https://ttm.financial/m/news/2236015712?lang=&edition=fundamental","pubTime":"2022-05-21 07:14","market":"us","language":"en","title":"Buy Apple Stock for Resiliency During the Tech Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2236015712","media":"Motley Fool","summary":"Here's why Apple is a golden investment amid the ongoing tech sell-off.","content":"<html><head></head><body><p>The stock market has been a circus show in recent history, due to record-high inflation levels, the Fed&#39;s decision to raise interest rates in response, and lingering concerns in connection to the war between Russia and Ukraine. Consequently, the <b>S&amp;P 500</b> and <b>Nasdaq Composite</b> have backtracked 15% and 24% year to date, respectively, with no end to the negativism in sight.</p><p>Even big tech has struggled, with premier companies <b>Netflix </b>and <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> posting weaker-than-anticipated financial reports in recent quarters. The panic has sent investors swarming to value stocks and safer assets for protection, leaving the technology sector drowning in the red. But as long-term investors, this doesn&#39;t mean that we should completely ignore tech stocks for the time being.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58efc5f5899a865afd71defde8137f91\"/><span>Image source: Getty Images.</span></p><p>In fact, there are several companies that continue to deliver strong financial results in spite of the challenges our current economy presents. One of those companies,<b> Apple</b>, is a world-beater that can provide investors with much-needed security in today&#39;s market environment. And since it&#39;s down almost 20% year to date, the technology juggernaut grants investors a handsome valuation at present levels.</p><h2>A resilient business</h2><p>In the past 12 quarters, Apple has beaten earnings estimates each time, and the company has only fallen short of Wall Street&#39;s revenue forecasts once. In the second quarter of 2022, the tech leader increased both total sales and earnings per share by 9% year over year, up to $97.3 billion and $1.52, respectively. While its product category -- which includes the iPhone, iPad, and Mac -- only grew a modest 7%, the company&#39;s services segment surged 17% to $19.8 billion.</p><p>For the full fiscal year 2022, analysts are forecasting Apple&#39;s top line to improve 8% to $394.2 billion and its earnings per share to increase 10% to $6.15. Investors should like where the iPhone maker is positioned today. Not only does its world-class core business offer stability on top of its persistent growth, but the company&#39;s services segment enjoys a long runway for expansion in the years ahead.</p><p>Fortunately for Apple and its shareholders, the company&#39;s elite balance sheet and cash generation will comfortably facilitate growth for the tech giant in the future. The company has $28.1 billion in cash on its balance sheet, and it continues to generate funds at a red-hot pace. In the past 12 months, Apple has produced $105.8 billion in free cash flow (FCF), and its three-year FCF compound annual growth rate (CAGR) is 13%. The company&#39;s robust balance sheet and consistent cash generation provide financial flexibility to increase its dividends, buy back shares, and grow its business in the years to follow.</p><h2>A normalized valuation</h2><p>The recent stock price pullback year to date has made Apple stock a very tempting buy. The stock carries a price-to-earnings multiple of 24 today, representing its lowest trading level since the early summer of 2020.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ff26f227883e6475edef412754fe00f\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>AAPL PE Ratio data by YCharts</span></p><p>The tech company&#39;s current earnings multiple is also largely in line with its five-year historical average of 23. But given that Apple has been able to maintain solid growth in recent quarters -- especially compared to the rest of big tech -- investors should be thrilled about buying the stock at existing levels.</p><h2>Apple is a good play on the turbulent stock market today</h2><p>Apple is a wise investment today -- the world-leading technology company continues to expand its business at a steady rate in an economy where many of its peers are suffering from growing pains. The stock is also trading at its lowest valuation since mid-2020, supplying investors with a favorable margin of safety. If you&#39;re searching for a durable stock to combat the market&#39;s volatility today, Apple might be the choice for you.</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>Buy Apple Stock for Resiliency During the Tech Sell-Off</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\">\nBuy Apple Stock for Resiliency During the Tech Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-21 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/20/buy-apple-stock-resiliency-during-tech-sell-off/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has been a circus show in recent history, due to record-high inflation levels, the Fed's decision to raise interest rates in response, and lingering concerns in connection to the war ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/20/buy-apple-stock-resiliency-during-tech-sell-off/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2022/05/20/buy-apple-stock-resiliency-during-tech-sell-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236015712","content_text":"The stock market has been a circus show in recent history, due to record-high inflation levels, the Fed's decision to raise interest rates in response, and lingering concerns in connection to the war between Russia and Ukraine. Consequently, the S&P 500 and Nasdaq Composite have backtracked 15% and 24% year to date, respectively, with no end to the negativism in sight.Even big tech has struggled, with premier companies Netflix and Meta Platforms posting weaker-than-anticipated financial reports in recent quarters. The panic has sent investors swarming to value stocks and safer assets for protection, leaving the technology sector drowning in the red. But as long-term investors, this doesn't mean that we should completely ignore tech stocks for the time being.Image source: Getty Images.In fact, there are several companies that continue to deliver strong financial results in spite of the challenges our current economy presents. One of those companies, Apple, is a world-beater that can provide investors with much-needed security in today's market environment. And since it's down almost 20% year to date, the technology juggernaut grants investors a handsome valuation at present levels.A resilient businessIn the past 12 quarters, Apple has beaten earnings estimates each time, and the company has only fallen short of Wall Street's revenue forecasts once. In the second quarter of 2022, the tech leader increased both total sales and earnings per share by 9% year over year, up to $97.3 billion and $1.52, respectively. While its product category -- which includes the iPhone, iPad, and Mac -- only grew a modest 7%, the company's services segment surged 17% to $19.8 billion.For the full fiscal year 2022, analysts are forecasting Apple's top line to improve 8% to $394.2 billion and its earnings per share to increase 10% to $6.15. Investors should like where the iPhone maker is positioned today. Not only does its world-class core business offer stability on top of its persistent growth, but the company's services segment enjoys a long runway for expansion in the years ahead.Fortunately for Apple and its shareholders, the company's elite balance sheet and cash generation will comfortably facilitate growth for the tech giant in the future. The company has $28.1 billion in cash on its balance sheet, and it continues to generate funds at a red-hot pace. In the past 12 months, Apple has produced $105.8 billion in free cash flow (FCF), and its three-year FCF compound annual growth rate (CAGR) is 13%. The company's robust balance sheet and consistent cash generation provide financial flexibility to increase its dividends, buy back shares, and grow its business in the years to follow.A normalized valuationThe recent stock price pullback year to date has made Apple stock a very tempting buy. The stock carries a price-to-earnings multiple of 24 today, representing its lowest trading level since the early summer of 2020.AAPL PE Ratio data by YChartsThe tech company's current earnings multiple is also largely in line with its five-year historical average of 23. But given that Apple has been able to maintain solid growth in recent quarters -- especially compared to the rest of big tech -- investors should be thrilled about buying the stock at existing levels.Apple is a good play on the turbulent stock market todayApple is a wise investment today -- the world-leading technology company continues to expand its business at a steady rate in an economy where many of its peers are suffering from growing pains. The stock is also trading at its lowest valuation since mid-2020, supplying investors with a favorable margin of safety. If you're searching for a durable stock to combat the market's volatility today, Apple might be the choice for you.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067279078,"gmtCreate":1652485803494,"gmtModify":1676535108211,"author":{"id":"3572215217841641","authorId":"3572215217841641","name":"TeckV","avatar":"https://static.tigerbbs.com/d5c1d93fdce0904aa31084e14cd89a73","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572215217841641","authorIdStr":"3572215217841641"},"themes":[],"htmlText":"Yes..like them","listText":"Yes..like them","text":"Yes..like them","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067279078","repostId":"2235192736","repostType":4,"repost":{"id":"2235192736","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1652454294,"share":"https://ttm.financial/m/news/2235192736?lang=&edition=fundamental","pubTime":"2022-05-13 23:04","market":"us","language":"en","title":"Apple, Tesla and These Stocks Are Buys Out of the Tech Wreck","url":"https://stock-news.laohu8.com/highlight/detail?id=2235192736","media":"Dow Jones","summary":"To say it's been a tough year for tech stocks is an understatement, with the tech-heavy Nasdaq Compo","content":"<html><head></head><body><p>To say it&#39;s been a tough year for tech stocks is an understatement, with the tech-heavy Nasdaq Composite dropping into bear market territory and stalwarts such as <a href=\"https://laohu8.com/S/AAPL\">Apple</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> extending weeks-long losing streaks.</p><p>But the selloff could be a &#34;generational buying opportunity&#34; for the right names in tech that could win big in a few years&#39; time, according to Wedbush analyst Daniel Ives.</p><p>&#34;This is not a Dot-com Bubble 2.0 in our opinion, it&#39;s a massive correction in a higher rate environment that will cause a bifurcated tech tape with clear haves and have-nots of tech,&#34; he wrote in a research note.</p><p>To be sure, tech bears have a very strong case to warn against investing in the sector. Tech stocks have continued to drop precipitously as the Federal Reserve hikes interest rates and scales back on its bond-buying program, causing bond yields to rise. Increases in bond yields cut into the current discounted value of future profits -- the main criteria on which many tech companies are valued.</p><p>Bearish investors fear that multiples will continue to compress further as they have over the last few weeks -- the Nasdaq has dropped 27% year to date. There are widespread concerns that the Fed&#39;s policy could be driving the U.S. economy into a recession.</p><p>Ives pushed back on these assumptions Friday, saying the warnings were overplayed. Tech stocks already have factored in a mild recession, he said. In addition, an economic downturn could be what ultimately catalyzes the next innovators of the technology cycle.</p><p>Investors should be looking to own a mix of profitable and value tech names, while parsing out the best in the high-growth category, otherwise they may miss out on the best high-growth names after the storm has cleared.</p><p>In his view, the stocks to own include companies that are betting big on macro-cloud computing, cybersecurity, 5G smartphones, and electric vehicles. Think: <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, which are Ives&#39; large-cap top picks. He also favors cloud-exposed names like <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, and <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>. His cyber security basket includes <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, <a href=\"https://laohu8.com/S/CHKP\">Check Point Software</a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler</a>, <a href=\"https://laohu8.com/S/FTNT\">Fortinet</a>, <a href=\"https://laohu8.com/S/TENB\">Tenable</a>, <a href=\"https://laohu8.com/S/CYBR\">CyberArk Sofware</a>, and <a href=\"https://laohu8.com/S/CRWD\">Crowdstrike</a>.</p><p>While Tesla is the biggest name in the EV category, he also highlighted Li-Cycle ( LICY), XOS ( XOS), Hyzon Motors ( HYZN), and ChargePoint ( CHPT). Value tech with strong end markets included Nice (NICE), Verint (VRNT), Progress Software (PRGS), Ziff Davis (ZD), and Consensus Cloud Solutions ( CCSI).</p><p>The have-nots may well turn out to be work-from-home plays, e-commerce stocks, real-estate heavy bids, and companies with bad management, he added.</p><p>Ives&#39; optimism isn&#39;t shared across the industry. Cole Smead, president and portfolio management at Smead Capital Management, said the firm was leaning toward energy and commodities in the short term, as the sector outperformed tech. He believes the tech sector is &#34;nowhere near&#34; bottoming out.</p><p>Citi&#39;s Robert Buckland was also more cautious, outlining in a research note Thursday that the company&#39;s global equities strategy currently favored cheap financials and commodity stocks over more expensive tech-related trades.</p><p>Whatever the case may be, tech investors should buckle up for a few more months of pain. But those that weather the storm may be lucky enough to stumble upon a pot of gold at the end of the rainbow.</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>Apple, Tesla and These Stocks Are Buys Out of the Tech Wreck</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Tesla and These Stocks Are Buys Out of the Tech Wreck\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\">2022-05-13 23:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>To say it&#39;s been a tough year for tech stocks is an understatement, with the tech-heavy Nasdaq Composite dropping into bear market territory and stalwarts such as <a href=\"https://laohu8.com/S/AAPL\">Apple</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> extending weeks-long losing streaks.</p><p>But the selloff could be a &#34;generational buying opportunity&#34; for the right names in tech that could win big in a few years&#39; time, according to Wedbush analyst Daniel Ives.</p><p>&#34;This is not a Dot-com Bubble 2.0 in our opinion, it&#39;s a massive correction in a higher rate environment that will cause a bifurcated tech tape with clear haves and have-nots of tech,&#34; he wrote in a research note.</p><p>To be sure, tech bears have a very strong case to warn against investing in the sector. Tech stocks have continued to drop precipitously as the Federal Reserve hikes interest rates and scales back on its bond-buying program, causing bond yields to rise. Increases in bond yields cut into the current discounted value of future profits -- the main criteria on which many tech companies are valued.</p><p>Bearish investors fear that multiples will continue to compress further as they have over the last few weeks -- the Nasdaq has dropped 27% year to date. There are widespread concerns that the Fed&#39;s policy could be driving the U.S. economy into a recession.</p><p>Ives pushed back on these assumptions Friday, saying the warnings were overplayed. Tech stocks already have factored in a mild recession, he said. In addition, an economic downturn could be what ultimately catalyzes the next innovators of the technology cycle.</p><p>Investors should be looking to own a mix of profitable and value tech names, while parsing out the best in the high-growth category, otherwise they may miss out on the best high-growth names after the storm has cleared.</p><p>In his view, the stocks to own include companies that are betting big on macro-cloud computing, cybersecurity, 5G smartphones, and electric vehicles. Think: <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, which are Ives&#39; large-cap top picks. He also favors cloud-exposed names like <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, and <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>. His cyber security basket includes <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, <a href=\"https://laohu8.com/S/CHKP\">Check Point Software</a>, <a href=\"https://laohu8.com/S/ZS\">Zscaler</a>, <a href=\"https://laohu8.com/S/FTNT\">Fortinet</a>, <a href=\"https://laohu8.com/S/TENB\">Tenable</a>, <a href=\"https://laohu8.com/S/CYBR\">CyberArk Sofware</a>, and <a href=\"https://laohu8.com/S/CRWD\">Crowdstrike</a>.</p><p>While Tesla is the biggest name in the EV category, he also highlighted Li-Cycle ( LICY), XOS ( XOS), Hyzon Motors ( HYZN), and ChargePoint ( CHPT). Value tech with strong end markets included Nice (NICE), Verint (VRNT), Progress Software (PRGS), Ziff Davis (ZD), and Consensus Cloud Solutions ( CCSI).</p><p>The have-nots may well turn out to be work-from-home plays, e-commerce stocks, real-estate heavy bids, and companies with bad management, he added.</p><p>Ives&#39; optimism isn&#39;t shared across the industry. Cole Smead, president and portfolio management at Smead Capital Management, said the firm was leaning toward energy and commodities in the short term, as the sector outperformed tech. He believes the tech sector is &#34;nowhere near&#34; bottoming out.</p><p>Citi&#39;s Robert Buckland was also more cautious, outlining in a research note Thursday that the company&#39;s global equities strategy currently favored cheap financials and commodity stocks over more expensive tech-related trades.</p><p>Whatever the case may be, tech investors should buckle up for a few more months of pain. But those that weather the storm may be lucky enough to stumble upon a pot of gold at the end of the rainbow.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CYBR":"Cyber-Ark Software","BK4579":"人工智能","MSFT":"微软","BK4550":"红杉资本持仓","ADBE":"Adobe","BK4574":"无人驾驶","TSLA":"特斯拉","BK4551":"寇图资本持仓","PANW":"Palo Alto Networks","BK4559":"巴菲特持仓","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4527":"明星科技股","CRWD":"CrowdStrike Holdings, Inc.","BK4581":"高盛持仓","BK4512":"苹果概念","CHKP":"Check Point软件科技","BK4099":"汽车制造商","BK4511":"特斯拉概念","ORCL":"甲骨文","AMZN":"亚马逊","BK4170":"电脑硬件、储存设备及电脑周边","BK4548":"巴美列捷福持仓","ZS":"Zscaler Inc.","AAPL":"苹果","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","GOOG":"谷歌","BK4515":"5G概念","XOS":"XOS Inc.","GOOGL":"谷歌A","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","TENB":"Tenable Holdings Inc.","BK4576":"AR","FTNT":"飞塔信息","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","LICY":"Li-Cycle Holdings Corp.","BK4501":"段永平概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235192736","content_text":"To say it's been a tough year for tech stocks is an understatement, with the tech-heavy Nasdaq Composite dropping into bear market territory and stalwarts such as Apple and Amazon extending weeks-long losing streaks.But the selloff could be a \"generational buying opportunity\" for the right names in tech that could win big in a few years' time, according to Wedbush analyst Daniel Ives.\"This is not a Dot-com Bubble 2.0 in our opinion, it's a massive correction in a higher rate environment that will cause a bifurcated tech tape with clear haves and have-nots of tech,\" he wrote in a research note.To be sure, tech bears have a very strong case to warn against investing in the sector. Tech stocks have continued to drop precipitously as the Federal Reserve hikes interest rates and scales back on its bond-buying program, causing bond yields to rise. Increases in bond yields cut into the current discounted value of future profits -- the main criteria on which many tech companies are valued.Bearish investors fear that multiples will continue to compress further as they have over the last few weeks -- the Nasdaq has dropped 27% year to date. There are widespread concerns that the Fed's policy could be driving the U.S. economy into a recession.Ives pushed back on these assumptions Friday, saying the warnings were overplayed. Tech stocks already have factored in a mild recession, he said. In addition, an economic downturn could be what ultimately catalyzes the next innovators of the technology cycle.Investors should be looking to own a mix of profitable and value tech names, while parsing out the best in the high-growth category, otherwise they may miss out on the best high-growth names after the storm has cleared.In his view, the stocks to own include companies that are betting big on macro-cloud computing, cybersecurity, 5G smartphones, and electric vehicles. Think: Apple, Microsoft, and Tesla, which are Ives' large-cap top picks. He also favors cloud-exposed names like Amazon.com, Alphabet, Oracle, and Adobe. His cyber security basket includes Palo Alto Networks, Check Point Software, Zscaler, Fortinet, Tenable, CyberArk Sofware, and Crowdstrike.While Tesla is the biggest name in the EV category, he also highlighted Li-Cycle ( LICY), XOS ( XOS), Hyzon Motors ( HYZN), and ChargePoint ( CHPT). Value tech with strong end markets included Nice (NICE), Verint (VRNT), Progress Software (PRGS), Ziff Davis (ZD), and Consensus Cloud Solutions ( CCSI).The have-nots may well turn out to be work-from-home plays, e-commerce stocks, real-estate heavy bids, and companies with bad management, he added.Ives' optimism isn't shared across the industry. Cole Smead, president and portfolio management at Smead Capital Management, said the firm was leaning toward energy and commodities in the short term, as the sector outperformed tech. He believes the tech sector is \"nowhere near\" bottoming out.Citi's Robert Buckland was also more cautious, outlining in a research note Thursday that the company's global equities strategy currently favored cheap financials and commodity stocks over more expensive tech-related trades.Whatever the case may be, tech investors should buckle up for a few more months of pain. But those that weather the storm may be lucky enough to stumble upon a pot of gold at the end of the rainbow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}