Kaka1992 personal page - To The Moon

Kaka1992

Kaka1992

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12-04

$Palantir Technologies Inc.(PLTR)$ $75 then $80..

11-27

$Alphabet(GOOG)$ Buy the recent dips..easily $200 in the near future

11-23

$CrowdStrike Holdings, Inc.(CRWD)$ Shd be good results next week, $400 soon..

11-23

$Tesla Motors(TSLA)$ Let's ride to 400..

11-16

$Palantir Technologies Inc.(PLTR)$ Let's go to $75 soon..

11-15

$Palantir Technologies Inc.(PLTR)$

11-13

$CrowdStrike Holdings, Inc.(CRWD)$

11-13

11-10

$Palantir Technologies Inc.(PLTR)$ Still early days..

11-09

$Tesla Motors(TSLA)$

11-08

Yay

11-07

$Palantir Technologies Inc.(PLTR)$

11-06

$Palantir Technologies Inc.(PLTR)$

11-05

$Palantir Technologies Inc.(PLTR)$ Lego..

10-26

$Palantir Technologies Inc.(PLTR)$ Have been scaling up all the way from $7...still got a long way to go for pltr!

10-12

$Tiger Brokers(TIGR)$

10-04

$Palantir Technologies Inc.(PLTR)$

10-04

$Alibaba(BABA)$ Go go go

10-04

$Sea Ltd(SE)$ Go go go

10-04

$Futu Holdings Limited(FUTU)$ Go go go

Go to Tiger App to see more news

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$80..","images":[{"img":"https://community-static.tradeup.com/news/a9b667a39923ff9f6fc631aacec94d00","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377858885407048","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":375494494052448,"gmtCreate":1732676899083,"gmtModify":1732676904101,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> Buy the recent dips..easily $200 in the near future&nbsp;","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> Buy the recent dips..easily $200 in the near future&nbsp;","text":"$Alphabet(GOOG)$ Buy the recent dips..easily $200 in the near future","images":[{"img":"https://community-static.tradeup.com/news/8f9212269813d80e20dc406bd7fb1e30","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375494494052448","isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":374072116850800,"gmtCreate":1732335639545,"gmtModify":1732335645071,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$&nbsp;</a><v-v data-views=\"1\"></v-v> Shd be good results next week, $400 soon..","listText":"<a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$&nbsp;</a><v-v data-views=\"1\"></v-v> Shd be good results next week, $400 soon..","text":"$CrowdStrike Holdings, Inc.(CRWD)$ Shd be good results next week, $400 soon..","images":[{"img":"https://community-static.tradeup.com/news/e3ec47b4d4b6b68e9375f1c3ee721066","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374072116850800","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":373944535851392,"gmtCreate":1732335558161,"gmtModify":1732335562765,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Let's ride to 400..","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Let's ride to 400..","text":"$Tesla Motors(TSLA)$ Let's ride to 400..","images":[{"img":"https://community-static.tradeup.com/news/ae2ced576ef57b45bcdcdba555b6c0a7","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373944535851392","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":371587206430872,"gmtCreate":1731728727014,"gmtModify":1731824370509,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Let's go to $75 soon..","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Let's go to $75 soon..","text":"$Palantir Technologies Inc.(PLTR)$ Let's go to $75 soon..","images":[{"img":"https://community-static.tradeup.com/news/41634e28e4020d09f3032f8e96d51c56","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":397,"commentSize":2,"repostSize":14,"link":"https://ttm.financial/post/371587206430872","isVote":1,"tweetType":1,"viewCount":1422,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010968","authorIdStr":"10000000000010968"},"content":"Your investment acumen is really showing. Keep leveraging your knowledge to find those hidden gems in the market. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🎉🤓 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Your investment acumen is really showing. Keep leveraging your knowledge to find those hidden gems in the market. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🎉🤓 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Your investment acumen is really showing. Keep leveraging your knowledge to find those hidden gems in the market. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🎉🤓 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":371413885829336,"gmtCreate":1731686335542,"gmtModify":1731686339052,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Palantir Technologies 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Holdings, Inc.(CRWD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$CrowdStrike Holdings, Inc.(CRWD)$","images":[{"img":"https://community-static.tradeup.com/news/2ed730c414fe92a988d09f7f81253b2e","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370589887234360","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370589800538328,"gmtCreate":1731494196883,"gmtModify":1731494200939,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Sea Ltd(SE)$","images":[{"img":"https://community-static.tradeup.com/news/680567b91dbaa3df0aec40bbaf036311","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370589800538328","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":369348214145312,"gmtCreate":1731214450503,"gmtModify":1731214455832,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Still early days..","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Still early days..","text":"$Palantir Technologies Inc.(PLTR)$ Still early days..","images":[{"img":"https://community-static.tradeup.com/news/b84a23ce8dfa6b391e25344760e7557c","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/369348214145312","isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368919728046328,"gmtCreate":1731109836582,"gmtModify":1731109841126,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/4974dfe4bf04b3dd7cc0bf4c490935b2","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368919728046328","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368693241262280,"gmtCreate":1731050671683,"gmtModify":1731050676199,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"Yay","listText":"Yay","text":"Yay","images":[{"img":"https://community-static.tradeup.com/news/aa1b38f9dc23b087eecce88930d711f3","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368693241262280","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368357924085872,"gmtCreate":1730948886086,"gmtModify":1730948888999,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/9572c9a073e527811b8edc7fba9434b8","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368357924085872","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":367966124577088,"gmtCreate":1730876045934,"gmtModify":1730876050013,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/2991ff68cd4c1713fcbbfd22d0a6b832","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367966124577088","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":367567158837432,"gmtCreate":1730779790332,"gmtModify":1730779794990,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Lego..","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Lego..","text":"$Palantir Technologies Inc.(PLTR)$ Lego..","images":[{"img":"https://community-static.tradeup.com/news/9a7a6c2e5c87ab2819e6895e90da7995","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367567158837432","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":364273541603512,"gmtCreate":1729944304331,"gmtModify":1730184963235,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Have been scaling up all the way from $7...still got a long way to go for pltr!","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Have been scaling up all the way from $7...still got a long way to go for pltr!","text":"$Palantir Technologies Inc.(PLTR)$ Have been scaling up all the way from $7...still got a long way to go for pltr!","images":[{"img":"https://community-static.tradeup.com/news/e6daba478406b65ca797c0442bc2429c","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/364273541603512","isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":359247426810112,"gmtCreate":1728714794602,"gmtModify":1728714800665,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;","text":"$Tiger Brokers(TIGR)$","images":[{"img":"https://community-static.tradeup.com/news/dcb9b119784e3dd0583749fc92470019","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359247426810112","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356437622874136,"gmtCreate":1728030376993,"gmtModify":1728030378920,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356437622874136","isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356409153224912,"gmtCreate":1728023516634,"gmtModify":1728023520130,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Go go go","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Go go go","text":"$Alibaba(BABA)$ Go go go","images":[{"img":"https://community-static.tradeup.com/news/51d33c59f2312e4f373f87256eb6ad58","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/356409153224912","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356409001599136,"gmtCreate":1728023494136,"gmtModify":1728023497119,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v> Go go go","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v> Go go go","text":"$Sea Ltd(SE)$ Go go go","images":[{"img":"https://community-static.tradeup.com/news/25fac7badc41cf8254fed0f0ba99e955","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356409001599136","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356434143203744,"gmtCreate":1728023464414,"gmtModify":1728023468364,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a><v-v data-views=\"1\"></v-v> Go go go","listText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a><v-v data-views=\"1\"></v-v> Go go go","text":"$Futu Holdings Limited(FUTU)$ Go go go","images":[{"img":"https://community-static.tradeup.com/news/858f338429c362777464346b06e7ac94","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356434143203744","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":371587206430872,"gmtCreate":1731728727014,"gmtModify":1731824370509,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Let's go to $75 soon..","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Let's go to $75 soon..","text":"$Palantir Technologies Inc.(PLTR)$ Let's go to $75 soon..","images":[{"img":"https://community-static.tradeup.com/news/41634e28e4020d09f3032f8e96d51c56","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":397,"commentSize":2,"repostSize":14,"link":"https://ttm.financial/post/371587206430872","isVote":1,"tweetType":1,"viewCount":1422,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010968","authorIdStr":"10000000000010968"},"content":"Your investment acumen is really showing. Keep leveraging your knowledge to find those hidden gems in the market. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🎉🤓 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Your investment acumen is really showing. Keep leveraging your knowledge to find those hidden gems in the market. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🎉🤓 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Your investment acumen is really showing. Keep leveraging your knowledge to find those hidden gems in the market. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🎉🤓 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":364273541603512,"gmtCreate":1729944304331,"gmtModify":1730184963235,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Have been scaling up all the way from $7...still got a long way to go for pltr!","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Have been scaling up all the way from $7...still got a long way to go for pltr!","text":"$Palantir Technologies Inc.(PLTR)$ Have been scaling up all the way from $7...still got a long way to go for pltr!","images":[{"img":"https://community-static.tradeup.com/news/e6daba478406b65ca797c0442bc2429c","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/364273541603512","isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356409001599136,"gmtCreate":1728023494136,"gmtModify":1728023497119,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v> Go go go","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v> Go go go","text":"$Sea Ltd(SE)$ Go go go","images":[{"img":"https://community-static.tradeup.com/news/25fac7badc41cf8254fed0f0ba99e955","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356409001599136","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":832117315,"gmtCreate":1629598109037,"gmtModify":1676530075918,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"Like my comment, thanks!","listText":"Like my comment, thanks!","text":"Like my comment, thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/832117315","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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 the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","CDNS":"铿腾电子","QCOM":"高通","SOXX":"iShares费城交易所半导体ETF","GOOG":"谷歌","ASML":"阿斯麦","NVDA":"英伟达","SNPS":"新思科技","GOOGL":"谷歌A","ON":"安森美半导体","TSM":"台积电","AAPL":"苹果","SSNLF":"三星电子"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034106493,"gmtCreate":1647821641397,"gmtModify":1676534268185,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034106493","repostId":"1173921394","repostType":4,"repost":{"id":"1173921394","kind":"news","pubTimestamp":1647819269,"share":"https://ttm.financial/m/news/1173921394?lang=&edition=fundamental","pubTime":"2022-03-21 07:34","market":"us","language":"en","title":"U.S. Stocks Poised to Open Slightly Higher on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1173921394","media":"Barron's","summary":"U.S. stocks are set to open Monday slightly up. On Sunday night, Dow Jones Industrial Average futures gained 18 points, or 0.05%, while the S&P 500 futures gained 0.09% and Nasdaq Composite futures we","content":"<html><head></head><body><p>U.S. stocks are set to open Monday slightly up. On Sunday night, Dow Jones Industrial Average futures gained 18 points, or 0.05%, while the S&amp;P 500 futures gained 0.09% and Nasdaq Composite futures were flat.</p><p>West Texas Intermediate, the U.S. crude oil benchmark, rose 0.5%, to around $105.25 a barrel.</p><p>Diplomacy is in focus this week as President Joe Biden heads to Brussels for a two-day meeting with allies from the North Atlantic Treaty Organization and European nations. They will talk about the West’s response to Russia’s invasion of Ukraine.</p><p>In addition, this week, the Senate Judiciary Committee will start its hearings on the nomination of Judge Ketanji Brown Jackson to the Supreme Court.</p><p>This week’s earnings include: Nike on Monday; Adobe on Tuesday; Cintas, General Mills, KB Home on Wednesday; and Darden Restaurants, FactSet Research Systems, and NIO on Thursday.</p><p>This week’s notable economic events include: On Wednesday, the Census Bureau releases new-home sales data for February. On Thursday, the Census Bureau will release February’s durable goods report—often seen as a proxy for business investment, and the Department of Labor reports initial jobless claims for the week ended March 19. On Friday, the National Association of Realtors will release the Pending Home Sales Index for February.</p><h2>Nvidia, Moderna, Nike, Adobe, and Other Stocks for Investors to Watch This Week</h2><p>Earnings highlights this week include Nike on Monday, Adobe on Tuesday, General Mills on Wednesday, and Darden Restaurants on Thursday. Nvidia will hold an investor day on Tuesday and Moderna will host an event Thursday to discuss its vaccine pipeline.</p><p>Economic data out this week will include the Census Bureau’s new-home sales data for February on Wednesday, followed by the National Association of Realtors’ Pending Home Sales Index for February on Friday.</p><p>The Census Bureau will also release the durable goods report for February on Thursday—often seen as a proxy for business investment. Total new orders are expected to decline 0.5% from January, but when excluding transportation, they are seen rising 0.5%.</p><p>Geopolitics will also be in focus this week. U.S. President Joe Biden will travel to Brussels for a two-day meeting with NATO and EU leaders. The focus will be Western allies’ response to Russia’s invasion of Ukraine.</p><h2>Monday 3/21</h2><p>Nike reports third-quarter fiscal-2022 results.</p><p>The Federal Reserve Bank of Chicago releases its National Activity Index for February. Economists forecast a 0.55 reading, slightly lower than the January data. The index has had four consecutive positive monthly readings, which is associated with the economy growing faster than historical trends.</p><h2>Tuesday 3/22</h2><p>Adobe announces first-quarter fiscal-2022 earnings.</p><p>NetApp and Nvidia hold their 2022 investor days.</p><h2>Wednesday 3/23</h2><p>Cintas and General Mills report quarterly results.</p><p>Occidental Petroleum holds an investor meeting to discuss its low-carbon strategy. Shares of the upstream oil-and-gas company are up 94% this year, making it the best performer in the S&amp;P 500 index.</p><p>The Census Bureau reports new-home sales data for February. Consensus estimate is for a seasonally adjusted annual rate of 810,000 new single-family houses sold, roughly even with the January figure. The average selling price for a new home was a record $496,900 in January, while the median price was $422,300.</p><h2>Thursday 3/24</h2><p>President Biden meets with NATO and EU leaders to discuss Russia’s invasion of Ukraine. The two-day summit will be held at NATO headquarters in Brussels.</p><p>Darden Restaurants, FactSet Research Systems, and NIO hold conference calls to discuss quarterly results.</p><p>Moderna hosts its third annual Vaccines Day virtually. The mRNA-therapeutics pioneer will discuss the progress of its vaccines pipeline.</p><p>The Census Bureau releases the durable goods report for February. New orders for manufactured durable goods are expected to decline 0.5% month over month to $277 billion. Excluding transportation, orders for durable goods are seen rising 0.5%, after increasing 0.7% in January.</p><p>The Department of Labor reports initial jobless claims for the week ending on March 19. Claims have averaged 223,000 for the past four weeks and have normalized to roughly prepandemic levels. Continuing claims—the number of people receiving benefits under regular state unemployment-insurance programs—totaled 1.42 million as of March 5. That is the lowest figure in more than five decades, underscoring the tight labor market as job openings continue to outpace job seekers.</p><h2>Friday 3/25</h2><p>The National Association of Realtors reports its Pending Home Sales Index for February. Economists forecast a 1% increase in pending home sales, after a 5.7% drop in January.</p></body></html>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Poised to Open Slightly Higher on Monday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Poised to Open Slightly Higher on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-21 07:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/u-s-stocks-poised-to-open-slightly-higher-on-monday-51647816432?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks are set to open Monday slightly up. On Sunday night, Dow Jones Industrial Average futures gained 18 points, or 0.05%, while the S&P 500 futures gained 0.09% and Nasdaq Composite futures ...</p>\n\n<a href=\"https://www.barrons.com/articles/u-s-stocks-poised-to-open-slightly-higher-on-monday-51647816432?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","ADBE":"Adobe","NKE":"耐克","NVDA":"英伟达"},"source_url":"https://www.barrons.com/articles/u-s-stocks-poised-to-open-slightly-higher-on-monday-51647816432?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173921394","content_text":"U.S. stocks are set to open Monday slightly up. On Sunday night, Dow Jones Industrial Average futures gained 18 points, or 0.05%, while the S&P 500 futures gained 0.09% and Nasdaq Composite futures were flat.West Texas Intermediate, the U.S. crude oil benchmark, rose 0.5%, to around $105.25 a barrel.Diplomacy is in focus this week as President Joe Biden heads to Brussels for a two-day meeting with allies from the North Atlantic Treaty Organization and European nations. They will talk about the West’s response to Russia’s invasion of Ukraine.In addition, this week, the Senate Judiciary Committee will start its hearings on the nomination of Judge Ketanji Brown Jackson to the Supreme Court.This week’s earnings include: Nike on Monday; Adobe on Tuesday; Cintas, General Mills, KB Home on Wednesday; and Darden Restaurants, FactSet Research Systems, and NIO on Thursday.This week’s notable economic events include: On Wednesday, the Census Bureau releases new-home sales data for February. On Thursday, the Census Bureau will release February’s durable goods report—often seen as a proxy for business investment, and the Department of Labor reports initial jobless claims for the week ended March 19. On Friday, the National Association of Realtors will release the Pending Home Sales Index for February.Nvidia, Moderna, Nike, Adobe, and Other Stocks for Investors to Watch This WeekEarnings highlights this week include Nike on Monday, Adobe on Tuesday, General Mills on Wednesday, and Darden Restaurants on Thursday. Nvidia will hold an investor day on Tuesday and Moderna will host an event Thursday to discuss its vaccine pipeline.Economic data out this week will include the Census Bureau’s new-home sales data for February on Wednesday, followed by the National Association of Realtors’ Pending Home Sales Index for February on Friday.The Census Bureau will also release the durable goods report for February on Thursday—often seen as a proxy for business investment. Total new orders are expected to decline 0.5% from January, but when excluding transportation, they are seen rising 0.5%.Geopolitics will also be in focus this week. U.S. President Joe Biden will travel to Brussels for a two-day meeting with NATO and EU leaders. The focus will be Western allies’ response to Russia’s invasion of Ukraine.Monday 3/21Nike reports third-quarter fiscal-2022 results.The Federal Reserve Bank of Chicago releases its National Activity Index for February. Economists forecast a 0.55 reading, slightly lower than the January data. The index has had four consecutive positive monthly readings, which is associated with the economy growing faster than historical trends.Tuesday 3/22Adobe announces first-quarter fiscal-2022 earnings.NetApp and Nvidia hold their 2022 investor days.Wednesday 3/23Cintas and General Mills report quarterly results.Occidental Petroleum holds an investor meeting to discuss its low-carbon strategy. Shares of the upstream oil-and-gas company are up 94% this year, making it the best performer in the S&P 500 index.The Census Bureau reports new-home sales data for February. Consensus estimate is for a seasonally adjusted annual rate of 810,000 new single-family houses sold, roughly even with the January figure. The average selling price for a new home was a record $496,900 in January, while the median price was $422,300.Thursday 3/24President Biden meets with NATO and EU leaders to discuss Russia’s invasion of Ukraine. The two-day summit will be held at NATO headquarters in Brussels.Darden Restaurants, FactSet Research Systems, and NIO hold conference calls to discuss quarterly results.Moderna hosts its third annual Vaccines Day virtually. The mRNA-therapeutics pioneer will discuss the progress of its vaccines pipeline.The Census Bureau releases the durable goods report for February. New orders for manufactured durable goods are expected to decline 0.5% month over month to $277 billion. Excluding transportation, orders for durable goods are seen rising 0.5%, after increasing 0.7% in January.The Department of Labor reports initial jobless claims for the week ending on March 19. Claims have averaged 223,000 for the past four weeks and have normalized to roughly prepandemic levels. Continuing claims—the number of people receiving benefits under regular state unemployment-insurance programs—totaled 1.42 million as of March 5. That is the lowest figure in more than five decades, underscoring the tight labor market as job openings continue to outpace job seekers.Friday 3/25The National Association of Realtors reports its Pending Home Sales Index for February. Economists forecast a 1% increase in pending home sales, after a 5.7% drop in January.","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804442201,"gmtCreate":1627976124803,"gmtModify":1703498940339,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"Uber chiong","listText":"Uber chiong","text":"Uber chiong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/804442201","repostId":"1141606297","repostType":4,"repost":{"id":"1141606297","kind":"news","pubTimestamp":1627974604,"share":"https://ttm.financial/m/news/1141606297?lang=&edition=fundamental","pubTime":"2021-08-03 15:10","market":"us","language":"en","title":"Uber Q2 Earnings Preview: Driver Shortage Threatens Business Revival","url":"https://stock-news.laohu8.com/highlight/detail?id=1141606297","media":"investing.com","summary":"Reports Q2 results on Wednesday, Aug. 4, after the market close\nRevenue Expectation: $3.7 billion\nEP","content":"<ul>\n <li>Reports Q2 results on Wednesday, Aug. 4, after the market close</li>\n <li>Revenue Expectation: $3.7 billion</li>\n <li>EPS Expectation: loss of $0.54</li>\n</ul>\n<p><b><a href=\"https://laohu8.com/S/UBER\">Uber</a></b> is finding itself in a tough spot these days. While its ride bookings are coming back as the economy reopens, the world’s largest ride-hailing service is struggling to win back drivers in the post-pandemic environment.</p>\n<p>Analysts, on average, expect the San Francisco-based Uber to report $3.74 billion in sales, up more than 20% from the&nbsp;previous quarter&nbsp;and 39% more than the same period a year ago.</p>\n<p><img src=\"https://static.tigerbbs.com/cfdd000f40adeadc49142bf69a8f4edf\" tg-width=\"1410\" tg-height=\"1174\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Uber Weekly Chart.</p>\n<p>This strong rebound comes after bookings collapsed last year when the rapid spread of the COVID virus forced governments to institute and enforce lockdowns, along with mass closures of businesses and offices.</p>\n<p>But as UBER's rides segment comes back, its business equation isn't the same. The transportation services tech platform is spending more on recruiting drivers now and that means wider losses and a longer time until the company sees a profit.</p>\n<p>Bonuses and other incentives to get drivers back on the road will reduce Uber's rate taken from fares by about 20% this quarter, the company told investors in May. Uber Chief Executive Officer Dara Khosrowshahi has set a goal for the company to turn a quarterly adjusted profit by the end of the year.</p>\n<p>During lockdowns many drivers took other jobs or stayed home when the coronavirus wiped out ride-hailing demand. In April, Uber said it would spend $250 million on bonuses and other recruitment incentives.</p>\n<h3><b>Shares Under Pressure</b></h3>\n<p>That situation has kept Uber shares under pressure this year. Its stock has fallen 13% during the same period in which theNASDAQ 100Index gained about 14% year-to-date. UBER shares closed Monday at $43.49.</p>\n<p>Adding to the situation: the labor crunch outlook isn’t projected to end any time soon. The problem will persist through the third quarter, according to a&nbsp;Wall Street Journal report, further pressuring Uber and its main rival, <a href=\"https://laohu8.com/S/LYFT\">Lyft, Inc.</a>. Both will have to deal with shifting dynamics of gig labor that they acknowledge will require long-term solutions.</p>\n<p>“This is a moment of deep introspection and reflection for a company like ours to pause and say, ‘How do we make the proposition for drivers more attractive longer term?'” Carrol Chang, Uber’s chief of driver operations for the U.S. and Canada, said in the report. “It is absolutely a reckoning.”</p>\n<p>Another important aspect of Uber’s business transformation during the pandemic was its delivery business, which the company quickly expanded from meals to booze, groceries, packages and prescriptions. Tomorrow’s results will provide some insight into whether consumers will continue to stick with UberEats after the pandemic.</p>\n<p>Delivery revenue surged during the pandemic, providing crucial support when Uber’s ride-hailing services struggled. These sales rose another 28% in Q1 from the prior quarter to $1.7 billion. That’s more than triple what it was a year ago.</p>\n<h3><b>Bottom Line</b></h3>\n<p>There is significant uncertainty surrounding the ride-hailing business model in the post-pandemic environment. Uber has to show that it’s able to overcome labor shortages without significantly increasing its costs, while proving it can sustain growth in its delivery business.</p>","source":"lsy1594375853987","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Uber Q2 Earnings Preview: Driver Shortage Threatens Business Revival </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\">\nUber Q2 Earnings Preview: Driver Shortage Threatens Business Revival \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 15:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/analysis/uber-q2-earnings-preview-driver-shortage-threatens-business-revival-200595579><strong>investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Reports Q2 results on Wednesday, Aug. 4, after the market close\nRevenue Expectation: $3.7 billion\nEPS Expectation: loss of $0.54\n\nUber is finding itself in a tough spot these days. While its ride ...</p>\n\n<a href=\"https://www.investing.com/analysis/uber-q2-earnings-preview-driver-shortage-threatens-business-revival-200595579\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBER":"优步"},"source_url":"https://www.investing.com/analysis/uber-q2-earnings-preview-driver-shortage-threatens-business-revival-200595579","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141606297","content_text":"Reports Q2 results on Wednesday, Aug. 4, after the market close\nRevenue Expectation: $3.7 billion\nEPS Expectation: loss of $0.54\n\nUber is finding itself in a tough spot these days. While its ride bookings are coming back as the economy reopens, the world’s largest ride-hailing service is struggling to win back drivers in the post-pandemic environment.\nAnalysts, on average, expect the San Francisco-based Uber to report $3.74 billion in sales, up more than 20% from the previous quarter and 39% more than the same period a year ago.\nUber Weekly Chart.\nThis strong rebound comes after bookings collapsed last year when the rapid spread of the COVID virus forced governments to institute and enforce lockdowns, along with mass closures of businesses and offices.\nBut as UBER's rides segment comes back, its business equation isn't the same. The transportation services tech platform is spending more on recruiting drivers now and that means wider losses and a longer time until the company sees a profit.\nBonuses and other incentives to get drivers back on the road will reduce Uber's rate taken from fares by about 20% this quarter, the company told investors in May. Uber Chief Executive Officer Dara Khosrowshahi has set a goal for the company to turn a quarterly adjusted profit by the end of the year.\nDuring lockdowns many drivers took other jobs or stayed home when the coronavirus wiped out ride-hailing demand. In April, Uber said it would spend $250 million on bonuses and other recruitment incentives.\nShares Under Pressure\nThat situation has kept Uber shares under pressure this year. Its stock has fallen 13% during the same period in which theNASDAQ 100Index gained about 14% year-to-date. UBER shares closed Monday at $43.49.\nAdding to the situation: the labor crunch outlook isn’t projected to end any time soon. The problem will persist through the third quarter, according to a Wall Street Journal report, further pressuring Uber and its main rival, Lyft, Inc.. Both will have to deal with shifting dynamics of gig labor that they acknowledge will require long-term solutions.\n“This is a moment of deep introspection and reflection for a company like ours to pause and say, ‘How do we make the proposition for drivers more attractive longer term?'” Carrol Chang, Uber’s chief of driver operations for the U.S. and Canada, said in the report. “It is absolutely a reckoning.”\nAnother important aspect of Uber’s business transformation during the pandemic was its delivery business, which the company quickly expanded from meals to booze, groceries, packages and prescriptions. Tomorrow’s results will provide some insight into whether consumers will continue to stick with UberEats after the pandemic.\nDelivery revenue surged during the pandemic, providing crucial support when Uber’s ride-hailing services struggled. These sales rose another 28% in Q1 from the prior quarter to $1.7 billion. That’s more than triple what it was a year ago.\nBottom Line\nThere is significant uncertainty surrounding the ride-hailing business model in the post-pandemic environment. Uber has to show that it’s able to overcome labor shortages without significantly increasing its costs, while proving it can sustain growth in its delivery business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836402244,"gmtCreate":1629511737988,"gmtModify":1676530062105,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"Like my comment please! Thanks!","listText":"Like my comment please! Thanks!","text":"Like my comment please! Thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/836402244","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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 the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","CDNS":"铿腾电子","QCOM":"高通","SOXX":"iShares费城交易所半导体ETF","GOOG":"谷歌","ASML":"阿斯麦","NVDA":"英伟达","SNPS":"新思科技","GOOGL":"谷歌A","ON":"安森美半导体","TSM":"台积电","AAPL":"苹果","SSNLF":"三星电子"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002163906,"gmtCreate":1641946810947,"gmtModify":1676533664709,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002163906","repostId":"2202787736","repostType":4,"repost":{"id":"2202787736","kind":"news","pubTimestamp":1641942121,"share":"https://ttm.financial/m/news/2202787736?lang=&edition=fundamental","pubTime":"2022-01-12 07:02","market":"us","language":"en","title":"US STOCKS-Wall Street Closes Higher after Powell Testimony Eases Investors' Concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=2202787736","media":"Reuters","summary":"U.S. stock indexes gained ground on Tuesday with Nasdaq leading the advance as investors were reliev","content":"<html><head></head><body><p>U.S. stock indexes gained ground on Tuesday with Nasdaq leading the advance as investors were relieved that Federal Reserve Chair Jerome Powell&#39;s testimony to Congress did not include any major surprises.</p><p>Federal Reserve Chair Jerome Powell, in a congressional hearing that pointed to his likely confirmation for a second term in the job, said the U.S. central bank, was determined to ensure high inflation did not become &#34;entrenched.&#34;</p><p>But he added that rather than diminishing job growth, the Fed&#39;s tightening plans which include higher interest rates and a reduction in its asset holdings were necessary to maintain the economic expansion.</p><p>After falling just 1% earlier in the day, the interest rate sensitive technology sector bounced back and brought the broader indexes with it. Technology-laden Nasdaq closed up 1.4% marking its biggest daily gain so far this year.</p><p>Powell&#39;s comments likely reassured investors that the Fed was not going to prioritize inflation reduction above everything else, including employment, said Shawn Cruz, senior manager of trader strategy at TD Ameritrade in Chicago.</p><p>&#34;The initial concern was the Fed would upset the pace of the recovery,&#34; said Cruz. But the investor takeaway from Tuesday&#39;s testimony was that &#34;he&#39;s not just going to try and crush inflation&#34; without regarding &#34;the other effects that could have on the economy.&#34;</p><p>Investors had been selling stocks since Jan. 5 when December meeting minutes showed Fed officials discussing how &#34;very tight&#34; job market and unabated inflation might require interest rate hikes sooner than expected and a reduction of the Fed&#39;s overall asset holdings as a second brake on the economy.</p><p>While investors will anxiously watch inflation data due out on Wednesday, Cruz notes that they are already prepared for an elevated number with consensus forecasts for a 7% increase on a year-on-year basis for the headline Consumer Price Index (CPI).</p><p>Core CPI, which excludes food and energy prices, is seen rising by 5.4%, according to economists polled by Reuters.</p><p>The Dow Jones Industrial Average rose 183.15 points, or 0.51%, to 36,252.02, the S&amp;P 500 gained 42.78 points, or 0.92%, to 4,713.07 and the Nasdaq Composite added 210.62 points, or 1.41%, to 15,153.45.</p><p>Eight of the 11 major S&amp;P 500 sectors rose, with growth-heavy sectors like technology, consumer discretionary and communications services contributing most to the S&amp;P&#39;s gains. The biggest percentage gainer was energy, which finished up 3.4%, as crude oil futures rose.</p><p>The S&amp;P snapped a five-day slump, while the Nasdaq added to Monday&#39;s tiny gain. It had started the week with an afternoon comeback that strategists attributed to an influx of retail investors hunting for bargains after an early session sell-off.</p><p>Marko Kolanovic, chief global markets strategist at JPMorgan Chase &amp; Co, on Monday issued a research note calling the recent pull-back in riskier assets &#34;arguably overdone&#34; and calling it a buying opportunity. [nL1N2TQ2DY</p><p>Also on investor watchlists for this week is the unofficial start of the fourth-quarter earnings season on Friday, with big banks expected to show an uptick in quarterly core revenue thanks to new lending and firming Treasury yields.</p><p>Vaccine maker Moderna finished down 5.3% after rising more than 9% on Monday. Pfizer&#39;s vaccine partner BioNTech also fell 6.2%. The World Health Organization said more research is needed to find out if existing COVID-19 vaccines provide adequate protection against the Omicron variant.</p><p>Pfizer closed up 0.8%. It said it was reducing its U.S. sales staff jobs as it expects doctors and other healthcare providers to want fewer face-to-face sales meetings after the COVID-19 pandemic ends.</p><p>Casino operator Las Vegas Sands Corp rose 6.6% after J.P. Morgan upgraded the stock to a &#34;overweight&#34; rating.</p><p>International Business Machines fell 1.6% after UBS downgraded the stock to &#34;sell&#34; and slashed its price target.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.05-to-1 ratio; on Nasdaq, a 2.23-to-1 ratio favored advancers. The S&amp;P 500 posted 28 new 52-week highs and no new lows; the Nasdaq Composite recorded 42 new highs and 108 new lows.</p><p>On U.S. exchanges 10.58 billion shares changed hands compared with the 10.55 billion average for the last 20 sessions. (Additional reporting by Bansari Mayur Kamdar and Shreyashi Sanyal in Bengaluru; Editing by Saumyadeb Chakrabarty, Maju Samuel and Aurora Ellis)</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Closes Higher after Powell Testimony Eases Investors' Concerns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Closes Higher after Powell Testimony Eases Investors' Concerns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 07:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-street-closes-215445758.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock indexes gained ground on Tuesday with Nasdaq leading the advance as investors were relieved that Federal Reserve Chair Jerome Powell's testimony to Congress did not include any major ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-closes-215445758.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COMP":"Compass, Inc.","IBM":"IBM","BK4096":"电气部件与设备","POWL":"Powell Industries"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-closes-215445758.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2202787736","content_text":"U.S. stock indexes gained ground on Tuesday with Nasdaq leading the advance as investors were relieved that Federal Reserve Chair Jerome Powell's testimony to Congress did not include any major surprises.Federal Reserve Chair Jerome Powell, in a congressional hearing that pointed to his likely confirmation for a second term in the job, said the U.S. central bank, was determined to ensure high inflation did not become \"entrenched.\"But he added that rather than diminishing job growth, the Fed's tightening plans which include higher interest rates and a reduction in its asset holdings were necessary to maintain the economic expansion.After falling just 1% earlier in the day, the interest rate sensitive technology sector bounced back and brought the broader indexes with it. Technology-laden Nasdaq closed up 1.4% marking its biggest daily gain so far this year.Powell's comments likely reassured investors that the Fed was not going to prioritize inflation reduction above everything else, including employment, said Shawn Cruz, senior manager of trader strategy at TD Ameritrade in Chicago.\"The initial concern was the Fed would upset the pace of the recovery,\" said Cruz. But the investor takeaway from Tuesday's testimony was that \"he's not just going to try and crush inflation\" without regarding \"the other effects that could have on the economy.\"Investors had been selling stocks since Jan. 5 when December meeting minutes showed Fed officials discussing how \"very tight\" job market and unabated inflation might require interest rate hikes sooner than expected and a reduction of the Fed's overall asset holdings as a second brake on the economy.While investors will anxiously watch inflation data due out on Wednesday, Cruz notes that they are already prepared for an elevated number with consensus forecasts for a 7% increase on a year-on-year basis for the headline Consumer Price Index (CPI).Core CPI, which excludes food and energy prices, is seen rising by 5.4%, according to economists polled by Reuters.The Dow Jones Industrial Average rose 183.15 points, or 0.51%, to 36,252.02, the S&P 500 gained 42.78 points, or 0.92%, to 4,713.07 and the Nasdaq Composite added 210.62 points, or 1.41%, to 15,153.45.Eight of the 11 major S&P 500 sectors rose, with growth-heavy sectors like technology, consumer discretionary and communications services contributing most to the S&P's gains. The biggest percentage gainer was energy, which finished up 3.4%, as crude oil futures rose.The S&P snapped a five-day slump, while the Nasdaq added to Monday's tiny gain. It had started the week with an afternoon comeback that strategists attributed to an influx of retail investors hunting for bargains after an early session sell-off.Marko Kolanovic, chief global markets strategist at JPMorgan Chase & Co, on Monday issued a research note calling the recent pull-back in riskier assets \"arguably overdone\" and calling it a buying opportunity. [nL1N2TQ2DYAlso on investor watchlists for this week is the unofficial start of the fourth-quarter earnings season on Friday, with big banks expected to show an uptick in quarterly core revenue thanks to new lending and firming Treasury yields.Vaccine maker Moderna finished down 5.3% after rising more than 9% on Monday. Pfizer's vaccine partner BioNTech also fell 6.2%. The World Health Organization said more research is needed to find out if existing COVID-19 vaccines provide adequate protection against the Omicron variant.Pfizer closed up 0.8%. It said it was reducing its U.S. sales staff jobs as it expects doctors and other healthcare providers to want fewer face-to-face sales meetings after the COVID-19 pandemic ends.Casino operator Las Vegas Sands Corp rose 6.6% after J.P. Morgan upgraded the stock to a \"overweight\" rating.International Business Machines fell 1.6% after UBS downgraded the stock to \"sell\" and slashed its price target.Advancing issues outnumbered declining ones on the NYSE by a 3.05-to-1 ratio; on Nasdaq, a 2.23-to-1 ratio favored advancers. The S&P 500 posted 28 new 52-week highs and no new lows; the Nasdaq Composite recorded 42 new highs and 108 new lows.On U.S. exchanges 10.58 billion shares changed hands compared with the 10.55 billion average for the last 20 sessions. (Additional reporting by Bansari Mayur Kamdar and Shreyashi Sanyal in Bengaluru; Editing by Saumyadeb Chakrabarty, Maju Samuel and Aurora Ellis)","news_type":1},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893879955,"gmtCreate":1628257484177,"gmtModify":1703504096812,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"Agree. Like my comment pls :)","listText":"Agree. Like my comment pls :)","text":"Agree. Like my comment pls :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/893879955","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://ttm.financial/m/news/1155656235?lang=&edition=fundamental","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p>\n<p>U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p>\n<p>Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p>\n<p>Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p>\n<p>To begin the screen, we looked at the five largest cloud ETFs:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p>\n<p>Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p>\n<p>Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p>\n<p>As part of its description of ARKW, FactSet says the following:</p>\n<p><i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p>\n<p><b>Cloud-stock screen</b></p>\n<p>Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p>\n<p>To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p>\n<p>Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p>\n<p><img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p>\n<p>It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p>\n<p>Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>20 cloud stocks expected to increase sales the most over the next two years</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\">\n20 cloud stocks expected to increase sales the most over the next two years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors ...</p>\n\n<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","SQ":"Block","KC":"金山云","SNAP":"Snap Inc","SHOP":"Shopify Inc","PINS":"Pinterest, Inc.","OKTA":"Okta Inc.","ADYEY":"Adyen N.V.","COIN":"Coinbase Global, Inc.","ROKU":"Roku Inc","CRWD":"CrowdStrike Holdings, Inc.","MELI":"MercadoLibre","SKLZ":"Skillz Inc","Z":"Zillow","DKNG":"DraftKings Inc.","TDOC":"Teladoc Health Inc.","LC":"LendingClub","ZG":"Zillow Class A","PDD":"拼多多","TSLA":"特斯拉","VCYT":"Veracyte Inc"},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005413409,"gmtCreate":1642380444982,"gmtModify":1676533705758,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005413409","repostId":"2203192728","repostType":4,"repost":{"id":"2203192728","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":1642375676,"share":"https://ttm.financial/m/news/2203192728?lang=&edition=fundamental","pubTime":"2022-01-17 07:27","market":"us","language":"en","title":"Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2203192728","media":"Reuters","summary":"A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.The S&P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&P 500    has fallen 2.7%.Tech bulls hope a s","content":"<html><head></head><body><p>A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.</p><p>The S&amp;P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&amp;P 500    has fallen 2.7%.</p><p>Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.</p><p>As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.</p><p>&#34;Given the performance of these tech names here recently, will earnings be a savior for them?&#34; said Walter Todd, chief investment officer at Greenwood Capital. &#34;Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.&#34;</p><p>Fourth-quarter results season kicks into high gear this week, with overall S&amp;P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy&#39;s rebound from pandemic lockdowns in 2020.</p><p>Companies in the S&amp;P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&amp;P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.</p><p>Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.</p><p>&#34;To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,&#34; she said.</p><p>The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&amp;P 500, according to Refinitiv Datstream.</p><p>Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched &#34;FAANG&#34; group of large growth companies. Investors will watch the streaming giant&#39;s plans for generating content and its outlook for subscribers.</p><p>“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.</p><p>Among the tech and growth names that have struggled in January are <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>    and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com   , both down about 9%, and DocuSign   , which has dropped about 15%.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.</p><p>Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.</p><p>Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, &#34;suggesting only a modest further move in longer-term yields,&#34; while &#34;the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.&#34;</p><p>The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.</p><p>A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.</p><p><b>Week ahead</b></p><p>U.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.</p><p><b>Notable U.S. corporate earnings</b></p><p><b>TUESDAY:</b></p><p>Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKR</p><p><b>WEDNESDAY:</b></p><p>Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter &amp; Gamble PG, Kinder Morgan KMI, Fastenal Co. FAST</p><p><b>THURSDAY:</b></p><p>Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEY</p><p><b>FRIDAY:</b></p><p>Schlumberger SLB, Huntington Bancshares Inc. HBAN</p><p>U.S. economic reports</p><p><b>Tuesday</b></p><p>Empire State manufacturing index for January due at 8:30 a.m. ET</p><p>NAHB home builders index for January at 10 a.m.</p><p><b>Wednesday</b></p><p>Building permits and starts for December at 8:30 a.m.</p><p>Philly Fed Index for January at 8:30 a.m.</p><p><b>Thursday</b></p><p>Initial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.</p><p>Existing home sales for December at 10 a.m.</p><p>The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.</p><p>&#34;This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year\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\">2022-01-17 07:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.</p><p>The S&amp;P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&amp;P 500    has fallen 2.7%.</p><p>Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.</p><p>As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.</p><p>&#34;Given the performance of these tech names here recently, will earnings be a savior for them?&#34; said Walter Todd, chief investment officer at Greenwood Capital. &#34;Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.&#34;</p><p>Fourth-quarter results season kicks into high gear this week, with overall S&amp;P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy&#39;s rebound from pandemic lockdowns in 2020.</p><p>Companies in the S&amp;P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&amp;P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.</p><p>Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.</p><p>&#34;To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,&#34; she said.</p><p>The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&amp;P 500, according to Refinitiv Datstream.</p><p>Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched &#34;FAANG&#34; group of large growth companies. Investors will watch the streaming giant&#39;s plans for generating content and its outlook for subscribers.</p><p>“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.</p><p>Among the tech and growth names that have struggled in January are <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>    and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com   , both down about 9%, and DocuSign   , which has dropped about 15%.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.</p><p>Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.</p><p>Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, &#34;suggesting only a modest further move in longer-term yields,&#34; while &#34;the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.&#34;</p><p>The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.</p><p>A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.</p><p><b>Week ahead</b></p><p>U.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.</p><p><b>Notable U.S. corporate earnings</b></p><p><b>TUESDAY:</b></p><p>Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKR</p><p><b>WEDNESDAY:</b></p><p>Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter &amp; Gamble PG, Kinder Morgan KMI, Fastenal Co. FAST</p><p><b>THURSDAY:</b></p><p>Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEY</p><p><b>FRIDAY:</b></p><p>Schlumberger SLB, Huntington Bancshares Inc. HBAN</p><p>U.S. economic reports</p><p><b>Tuesday</b></p><p>Empire State manufacturing index for January due at 8:30 a.m. ET</p><p>NAHB home builders index for January at 10 a.m.</p><p><b>Wednesday</b></p><p>Building permits and starts for December at 8:30 a.m.</p><p>Philly Fed Index for January at 8:30 a.m.</p><p><b>Thursday</b></p><p>Initial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.</p><p>Existing home sales for December at 10 a.m.</p><p>The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.</p><p>&#34;This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","CRM":"赛富时","MSFT":"微软","TSLA":"特斯拉","DOCU":"Docusign","NFLX":"奈飞","ADBE":"Adobe","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203192728","content_text":"A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.The S&P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&P 500    has fallen 2.7%.Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.\"Given the performance of these tech names here recently, will earnings be a savior for them?\" said Walter Todd, chief investment officer at Greenwood Capital. \"Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.\"Fourth-quarter results season kicks into high gear this week, with overall S&P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy's rebound from pandemic lockdowns in 2020.Companies in the S&P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.\"To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,\" she said.The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&P 500, according to Refinitiv Datstream.Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched \"FAANG\" group of large growth companies. Investors will watch the streaming giant's plans for generating content and its outlook for subscribers.“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.Among the tech and growth names that have struggled in January are Adobe    and Salesforce.com   , both down about 9%, and DocuSign   , which has dropped about 15%.The ARK Innovation ETF   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, \"suggesting only a modest further move in longer-term yields,\" while \"the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.\"The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.Week aheadU.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.Notable U.S. corporate earningsTUESDAY:Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKRWEDNESDAY:Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter & Gamble PG, Kinder Morgan KMI, Fastenal Co. FASTTHURSDAY:Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEYFRIDAY:Schlumberger SLB, Huntington Bancshares Inc. HBANU.S. economic reportsTuesdayEmpire State manufacturing index for January due at 8:30 a.m. ETNAHB home builders index for January at 10 a.m.WednesdayBuilding permits and starts for December at 8:30 a.m.Philly Fed Index for January at 8:30 a.m.ThursdayInitial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.Existing home sales for December at 10 a.m.The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.\"This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369348214145312,"gmtCreate":1731214450503,"gmtModify":1731214455832,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Still early days..","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Still early days..","text":"$Palantir Technologies Inc.(PLTR)$ Still early days..","images":[{"img":"https://community-static.tradeup.com/news/b84a23ce8dfa6b391e25344760e7557c","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/369348214145312","isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9002241620,"gmtCreate":1642032690242,"gmtModify":1676533673528,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002241620","repostId":"1190696876","repostType":4,"repost":{"id":"1190696876","kind":"news","pubTimestamp":1642028546,"share":"https://ttm.financial/m/news/1190696876?lang=&edition=fundamental","pubTime":"2022-01-13 07:02","market":"us","language":"en","title":"Wall Street Closes Higher as Inflation Data Supports Fed Bets","url":"https://stock-news.laohu8.com/highlight/detail?id=1190696876","media":"StreetInsider","summary":"U.S. stock indexes rose on Wednesday after data showed that while U.S. inflation was at its highest ","content":"<html><head></head><body><p>U.S. stock indexes rose on Wednesday after data showed that while U.S. inflation was at its highest in decades, it largely met economists&#39; expectations, cooling some fears that the Federal Reserve would have to pull back support even more forcibly than already expected.</p><p>Ten out of the 11 major S&amp;P sectors finished higher after the news with the S&amp;P 500 and the Nasdaq outperforming the Dow as growth stocks outperformed value.</p><p>Data from the Labor Department showed the consumer price index (CPI) increased 0.5% last month after rising 0.8% in November, while in the 12 months through December, the CPI surged 7.0% to its highest year-on-year rise in nearly four decades.</p><p>Economists polled by Reuters had forecast a CPI gain of 0.4% for December and 7.0% on a year-on-year basis.</p><p>&#34;Investors were bracing for even hotter in inflation than what we actually saw. As bad as the number is and as much inflationary pressure that&#39;s in the economy there was a little relief in that,&#34; said Anthony Saglimbene, Ameriprise Financial&#39;s global market strategist in Troy, Michigan.</p><p>&#34;Today&#39;s inflation report validates the Fed trajectory and means they don&#39;t have to be any more aggressive than is already priced in.&#34;</p><p>The central bank&#39;s plan for easing accommodation to fight inflation includes raising interest rates, which analysts expect to start as soon as March, as well as tapering its bond buying program and reducing its asset holdings.</p><p>For most stock sectors it also helped that longer-dated U.S. Treasury yields dipped on Wednesday. In recent weeks, sharp gains in the U.S. 10-year yield had weighed on stocks, particularly in rate-sensitive growth sectors like technology.</p><p>&#34;The fact that bond market yields are standing down is probably a signal for equity investors to take on a little more risk today,&#34; said Jack Ablin, chief investment officer at Cresset Capital Management in Chicago.</p><p>But with the small cap Russell 2000 index underperforming to end down 0.82%, Ablin saw some caution.</p><p>&#34;Equity investors still want quality. It&#39;s not a free-for-all,&#34; Ablin said.</p><p>The Dow Jones Industrial Average rose 38.3 points, or 0.11%, to 36,290.32, the S&amp;P 500 gained 13.28 points, or 0.28%, to 4,726.35 and the Nasdaq Composite added 34.94 points, or 0.23%, to 15,188.39.</p><p>The S&amp;P&#39;s top sector gainers of the day were materials, up almost 1%, consumer discretionary, up 0.6% and technology which rose 0.4%.</p><p>Growth and technology stocks have been staging a comeback this week, with investors watching a variety of metrics to decide whether to buy the rally or brace for more declines.</p><p>Also on the watchlist for this week is the unofficial kick-off of the fourth quarter earnings season with JPMorgan Chase &amp; Co, CitigroupInc and Morgan Stanley due to report their results on Friday.</p><p>The Dow&#39;s biggest drag for the day was Goldman Sachs, which fell 3% and Morgan Stanley fell 2.7% on the day as their smaller rival Jefferies fell 9% after it missed quarterly earnings expectations.</p><p>Both Goldman and Morgan Stanley, like Jefferies depend heavily on their capital markets business. Both Morgan Stanley and Goldman were also in the top five biggest drags on the S&amp;P 500 on the day. However, the broader banking sector, which includes more traditional lenders, rose 0.3% on Wednesday.</p><p>In sectors like air travel, however, surging cases of the Omicron variant of the coronavirus could dampen earnings expectations, with analysts at Bank of America reckoning that the pandemic&#39;s impact on corporate travel is the biggest risk to the airline industry.</p><p>The healthcare index, was weighed down by shares of drugmaker Eli Lilly, which closed down 2.4% and was the biggest single weight on the S&amp;P, and Biogen, which lost 6.7%.</p><p>The U.S. government Medicare program said that while it plans to cover Biogen&#39;s Aduhelm Alzheimer treatment it will require patients to be enrolled in a clinical trial, limiting access to the medication. This could also impact Eli Lilly, which is developing similar drugs.</p><p>The biggest boosts to the S&amp;P on the day wereTeslaup 3.9% ahead of Microsoft Google parent Alphabet, which both rose more than 1%.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.26-to-1 ratio; on Nasdaq, a 1.37-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 38 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 60 new highs and 137 new lows.</p><p>On U.S. exchanges 10.251 billion shares changed hands compared with the 10.496 billion average for the last 20 sessions.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Closes Higher as Inflation Data Supports Fed Bets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Closes Higher as Inflation Data Supports Fed Bets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-13 07:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/ETFs/Wall+Street+closes+higher+as+inflation+data+supports+Fed+bets/19451289.html><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock indexes rose on Wednesday after data showed that while U.S. inflation was at its highest in decades, it largely met economists' expectations, cooling some fears that the Federal Reserve ...</p>\n\n<a href=\"https://www.streetinsider.com/ETFs/Wall+Street+closes+higher+as+inflation+data+supports+Fed+bets/19451289.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.streetinsider.com/ETFs/Wall+Street+closes+higher+as+inflation+data+supports+Fed+bets/19451289.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190696876","content_text":"U.S. stock indexes rose on Wednesday after data showed that while U.S. inflation was at its highest in decades, it largely met economists' expectations, cooling some fears that the Federal Reserve would have to pull back support even more forcibly than already expected.Ten out of the 11 major S&P sectors finished higher after the news with the S&P 500 and the Nasdaq outperforming the Dow as growth stocks outperformed value.Data from the Labor Department showed the consumer price index (CPI) increased 0.5% last month after rising 0.8% in November, while in the 12 months through December, the CPI surged 7.0% to its highest year-on-year rise in nearly four decades.Economists polled by Reuters had forecast a CPI gain of 0.4% for December and 7.0% on a year-on-year basis.\"Investors were bracing for even hotter in inflation than what we actually saw. As bad as the number is and as much inflationary pressure that's in the economy there was a little relief in that,\" said Anthony Saglimbene, Ameriprise Financial's global market strategist in Troy, Michigan.\"Today's inflation report validates the Fed trajectory and means they don't have to be any more aggressive than is already priced in.\"The central bank's plan for easing accommodation to fight inflation includes raising interest rates, which analysts expect to start as soon as March, as well as tapering its bond buying program and reducing its asset holdings.For most stock sectors it also helped that longer-dated U.S. Treasury yields dipped on Wednesday. In recent weeks, sharp gains in the U.S. 10-year yield had weighed on stocks, particularly in rate-sensitive growth sectors like technology.\"The fact that bond market yields are standing down is probably a signal for equity investors to take on a little more risk today,\" said Jack Ablin, chief investment officer at Cresset Capital Management in Chicago.But with the small cap Russell 2000 index underperforming to end down 0.82%, Ablin saw some caution.\"Equity investors still want quality. It's not a free-for-all,\" Ablin said.The Dow Jones Industrial Average rose 38.3 points, or 0.11%, to 36,290.32, the S&P 500 gained 13.28 points, or 0.28%, to 4,726.35 and the Nasdaq Composite added 34.94 points, or 0.23%, to 15,188.39.The S&P's top sector gainers of the day were materials, up almost 1%, consumer discretionary, up 0.6% and technology which rose 0.4%.Growth and technology stocks have been staging a comeback this week, with investors watching a variety of metrics to decide whether to buy the rally or brace for more declines.Also on the watchlist for this week is the unofficial kick-off of the fourth quarter earnings season with JPMorgan Chase & Co, CitigroupInc and Morgan Stanley due to report their results on Friday.The Dow's biggest drag for the day was Goldman Sachs, which fell 3% and Morgan Stanley fell 2.7% on the day as their smaller rival Jefferies fell 9% after it missed quarterly earnings expectations.Both Goldman and Morgan Stanley, like Jefferies depend heavily on their capital markets business. Both Morgan Stanley and Goldman were also in the top five biggest drags on the S&P 500 on the day. However, the broader banking sector, which includes more traditional lenders, rose 0.3% on Wednesday.In sectors like air travel, however, surging cases of the Omicron variant of the coronavirus could dampen earnings expectations, with analysts at Bank of America reckoning that the pandemic's impact on corporate travel is the biggest risk to the airline industry.The healthcare index, was weighed down by shares of drugmaker Eli Lilly, which closed down 2.4% and was the biggest single weight on the S&P, and Biogen, which lost 6.7%.The U.S. government Medicare program said that while it plans to cover Biogen's Aduhelm Alzheimer treatment it will require patients to be enrolled in a clinical trial, limiting access to the medication. This could also impact Eli Lilly, which is developing similar drugs.The biggest boosts to the S&P on the day wereTeslaup 3.9% ahead of Microsoft Google parent Alphabet, which both rose more than 1%.Advancing issues outnumbered declining ones on the NYSE by a 1.26-to-1 ratio; on Nasdaq, a 1.37-to-1 ratio favored decliners.The S&P 500 posted 38 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 60 new highs and 137 new lows.On U.S. exchanges 10.251 billion shares changed hands compared with the 10.496 billion average for the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819036448,"gmtCreate":1630021669984,"gmtModify":1676530200579,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"Like my comment thanks!","listText":"Like my comment thanks!","text":"Like my comment thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/819036448","repostId":"2162847016","repostType":4,"repost":{"id":"2162847016","kind":"news","pubTimestamp":1630008724,"share":"https://ttm.financial/m/news/2162847016?lang=&edition=fundamental","pubTime":"2021-08-27 04:12","market":"us","language":"en","title":"Wall Street loses ground, snapping rally on Afghanistan, Fed concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=2162847016","media":"Reuters","summary":"NEW YORK, Aug 26 (Reuters) - Wall Street closed lower on Thursday, ending a streak of all-time closi","content":"<p>NEW YORK, Aug 26 (Reuters) - Wall Street closed lower on Thursday, ending a streak of all-time closing highs on concerns over developments in Afghanistan, while fears of a potential shift in U.S. Federal Reserve policy prompted a broad but shallow sell-off the day before the Jackson Hole Symposium.</p>\n<p>All three major U.S. stock indexes ended the session in the red, with the S&amp;P and the Nasdaq notching their first down day in six.</p>\n<p>The sell-off firmed after hawkish commentary from Dallas Fed President Robert Kaplan and a blast outside the Kabul airport in Afghanistan helped strengthen the risk-off sentiment.</p>\n<p>Kaplan, who is not currently a voting member of the Federal Open Markets Committee, said he believes the progress of economic recovery warrants tapering of the Fed's asset purchases to commence in October or shortly thereafter.</p>\n<p>Kaplan's remarks followed earlier comments from the St. Louis Fed President James Bullard, who said that the central bank is \"coalescing\" around a plan to begin tapering process.</p>\n<p>\"(Kaplan’s statements) caused a little confusion about the taper timeline, but in my opinion the equity markets are focused on geopolitical issues,\" said Megan Horneman, director of portfolio strategy at Verdence Capital Advisors in Hunt Valley, Maryland. \"There’s a flight to safety during geopolitical tensions.\"</p>\n<p>\"I am surprised the market the market hasn’t fallen more, given the fear that it could take focus away from (U.S. President Joe Biden's) domestic agenda,\" Horneman added.</p>\n<p>The economy grew at a slightly faster pace than originally reported in the second quarter, fully recovering its losses from the most abrupt downturn in U.S. history, according to the Commerce Department. But jobless claims, though still on a downward trajectory, ticked higher last week.</p>\n<p>The data did little to move the needle with respect to expectations that the Fed is unlikely tip its hand regarding the taper timeline when Chairman Jerome Powell unmutes and delivers his speech at Friday's virtual Jackson Hole Symposium.</p>\n<p>\"We’re going to see a lot of market participants analyze every word (Powell) uses, but at the end of the day, they will begin tapering,\" Horneman said. \"I’m more concerned about the speed at which they taper. What are they going to start with? That will give us a clearer indication as whether they’re getting more hawkish.\"</p>\n<p>The Dow Jones Industrial Average fell 192.38 points, or 0.54%, to 35,213.12, the S&amp;P 500 lost 26.19 points, or 0.58%, to 4,470 and the Nasdaq Composite dropped 96.05 points, or 0.64%, to 14,945.81.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, all but real estate ended the session lower, with energy stocks suffering the steepest percentage loss.</p>\n<p>Discount retailers Dollar General Corp and Dollar Tree Inc slid 3.8% and 12.1%, respectively, after warning higher transportation costs will hurt their bottom lines.</p>\n<p>Coty Inc jumped 14.7% after the cosmetics firm said it expects to post full-year sales growth for the first time in three years.</p>\n<p>Salesforce.com Inc hiked its earnings forecast as the shift to a hybrid work model is expected to fuel strong demand. Its shares advanced 2.7%.</p>\n<p>NetApp Inc jumped 4.7% as brokerages raised their price targets in the wake of the cloud computing firm's better-than-expected 2022 earnings outlook.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.99-to-1 ratio; on Nasdaq, a 1.83-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 31 new 52-week highs and two new lows; the Nasdaq Composite recorded 82 new highs and 39 new lows.</p>\n<p>Volume on U.S. exchanges was 8.27 billion shares, compared with the 8.96 billion average over the last 20 trading days. (Reporting by Stephen Culp; Additional reporting by Devik Jain in Bengaluru Editing by Marguerita Choy)</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street loses ground, snapping rally on Afghanistan, Fed concerns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street loses ground, snapping rally on Afghanistan, Fed concerns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-27 04:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-street-loses-201204459.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK, Aug 26 (Reuters) - Wall Street closed lower on Thursday, ending a streak of all-time closing highs on concerns over developments in Afghanistan, while fears of a potential shift in U.S. ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-loses-201204459.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","COMP":"Compass, Inc.","OEX":"标普100","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","IVV":"标普500指数ETF"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-loses-201204459.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2162847016","content_text":"NEW YORK, Aug 26 (Reuters) - Wall Street closed lower on Thursday, ending a streak of all-time closing highs on concerns over developments in Afghanistan, while fears of a potential shift in U.S. Federal Reserve policy prompted a broad but shallow sell-off the day before the Jackson Hole Symposium.\nAll three major U.S. stock indexes ended the session in the red, with the S&P and the Nasdaq notching their first down day in six.\nThe sell-off firmed after hawkish commentary from Dallas Fed President Robert Kaplan and a blast outside the Kabul airport in Afghanistan helped strengthen the risk-off sentiment.\nKaplan, who is not currently a voting member of the Federal Open Markets Committee, said he believes the progress of economic recovery warrants tapering of the Fed's asset purchases to commence in October or shortly thereafter.\nKaplan's remarks followed earlier comments from the St. Louis Fed President James Bullard, who said that the central bank is \"coalescing\" around a plan to begin tapering process.\n\"(Kaplan’s statements) caused a little confusion about the taper timeline, but in my opinion the equity markets are focused on geopolitical issues,\" said Megan Horneman, director of portfolio strategy at Verdence Capital Advisors in Hunt Valley, Maryland. \"There’s a flight to safety during geopolitical tensions.\"\n\"I am surprised the market the market hasn’t fallen more, given the fear that it could take focus away from (U.S. President Joe Biden's) domestic agenda,\" Horneman added.\nThe economy grew at a slightly faster pace than originally reported in the second quarter, fully recovering its losses from the most abrupt downturn in U.S. history, according to the Commerce Department. But jobless claims, though still on a downward trajectory, ticked higher last week.\nThe data did little to move the needle with respect to expectations that the Fed is unlikely tip its hand regarding the taper timeline when Chairman Jerome Powell unmutes and delivers his speech at Friday's virtual Jackson Hole Symposium.\n\"We’re going to see a lot of market participants analyze every word (Powell) uses, but at the end of the day, they will begin tapering,\" Horneman said. \"I’m more concerned about the speed at which they taper. What are they going to start with? That will give us a clearer indication as whether they’re getting more hawkish.\"\nThe Dow Jones Industrial Average fell 192.38 points, or 0.54%, to 35,213.12, the S&P 500 lost 26.19 points, or 0.58%, to 4,470 and the Nasdaq Composite dropped 96.05 points, or 0.64%, to 14,945.81.\nOf the 11 major sectors in the S&P 500, all but real estate ended the session lower, with energy stocks suffering the steepest percentage loss.\nDiscount retailers Dollar General Corp and Dollar Tree Inc slid 3.8% and 12.1%, respectively, after warning higher transportation costs will hurt their bottom lines.\nCoty Inc jumped 14.7% after the cosmetics firm said it expects to post full-year sales growth for the first time in three years.\nSalesforce.com Inc hiked its earnings forecast as the shift to a hybrid work model is expected to fuel strong demand. Its shares advanced 2.7%.\nNetApp Inc jumped 4.7% as brokerages raised their price targets in the wake of the cloud computing firm's better-than-expected 2022 earnings outlook.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.99-to-1 ratio; on Nasdaq, a 1.83-to-1 ratio favored decliners.\nThe S&P 500 posted 31 new 52-week highs and two new lows; the Nasdaq Composite recorded 82 new highs and 39 new lows.\nVolume on U.S. exchanges was 8.27 billion shares, compared with the 8.96 billion average over the last 20 trading days. (Reporting by Stephen Culp; Additional reporting by Devik Jain in Bengaluru Editing by Marguerita Choy)","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804445800,"gmtCreate":1627976173100,"gmtModify":1703498941642,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804445800","repostId":"1105546206","repostType":4,"repost":{"id":"1105546206","kind":"news","pubTimestamp":1627973738,"share":"https://ttm.financial/m/news/1105546206?lang=&edition=fundamental","pubTime":"2021-08-03 14:55","market":"us","language":"en","title":"Square: Killing It","url":"https://stock-news.laohu8.com/highlight/detail?id=1105546206","media":"seekingalpha","summary":"Summary\n\nQ2 earnings show solid growth with little signs of slowing down.\nA sizable Australian acqui","content":"<p><b>Summary</b></p>\n<ul>\n <li>Q2 earnings show solid growth with little signs of slowing down.</li>\n <li>A sizable Australian acquisition will help scale.</li>\n <li>Bitcoin trades helping drive traffic and usage.</li>\n <li>Cash app still strong as small business returns.</li>\n <li>Shares are going much higher.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab85907a8bae93764507725561f65355\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>shulz/E+ via Getty Images</span></p>\n<p>We love financial tech stocks, and near the top of the list is Square(NYSE:SQ)which we have traded several times. That said, whilst being a great trading stock, the easiest move is to buy and hold over the next five years. The company is a fintech disruptor, and it is growing like wildfire. The company&nbsp;just reported some stellar earnings,and is showing no signs of slowing down. What is more, an expensive, but well-timed acquisition will help the company scale. While valuing the company on traditional metrics is near impossible, we implore our followers to think very long-term here and believe the company will grow into its stretched valuation. We rate shares a strong buy the closer they are to $200.</p>\n<p>Q2 earnings were solid</p>\n<p>Keep in mind ever since the company allowed access to cryptocurrency (bitcoin), revenues have taken off. In the just announced quarter, net revenue was $4.68 billion up an incredible 143% year-over-year. Excluding bitcoin (BTC-USD) transactions, total net revenue in the second quarter was $1.96 billion, up 87% year over year. While this is still massive growth, you can see how much the bitcoin assets mean to the company. On the whole, gross profit was $1.14 billion up 91% year-over-year. Solid.</p>\n<p>Transaction revenue surges, but watch GPV gross profit</p>\n<p>Revenue from transactions was $1.23 billion rising 80% year-over-year, while gross profit was $543 million, up 85%. The Street may be disappointed with the fact that volumes were less than expected, despite surging from a year ago. Square processed $42.8 billion in GPV up 88% year-over-year. Transaction-based gross profit as a percentage of GPV was 1.27% down 2 basis points year over year and down 5 basis points quarter over quarter. That wasa weakness that the Street might also jump at. You have to remember, with the stretched valuation of this high growth fintech stock, the slightest negative can irritate the shareholder base and trigger selling. We would welcome the selling and encourage a buy.</p>\n<p>That said, subscription and services-based revenue nearly doubled as well to 685 million while gross profit was $561 million, up 90% year-over-year. Keep in mind the acquisition of TIDAL was a big boost in the quarter, but the organic growth was solid as well.</p>\n<p>Cash App and Bitcoin</p>\n<p>The biggest driver of overall growth was the amazing Cash App. Cash App generated $3.33 billion of revenue while delivering $546 million of gross profit. This is huge growth. Revenue rose 177%, while gross profit nearly doubled. Again, bitcoin was a large part of this. If we back out bitcoin, Cash App revenue was $606 million, up 87% year-over-year.</p>\n<p>Keep in mind the prices of bitcoin were falling for most of Q2. It was volatile. Volatility helps with trading revenue, but expect even more positive profit power if bitcoin prices start to rebound. Which, they are, in the last week or so. We think that the cryptocurrency access is huge for the company. Just how big is bitcoin for Square? HUGE. Cash App brought in $2.72 billion of bitcoin revenue and $55 million of bitcoin gross profit in Q2. This was up three-fold from last year. It is major.</p>\n<p>The company itself is taking money in putting it straight into owning bitcoin.According to the release:</p>\n<blockquote>\n <i>In the fourth quarter of 2020 and first quarter of 2021, we invested $50 million and $170 million, respectively, in bitcoin. As an indefinite-lived intangible asset, bitcoin is subject to impairment losses if the fair value of bitcoin decreases below the carrying value during the assessed period. In the second quarter, we recognized a bitcoin impairment loss of $45 million on our bitcoin investment. As of June 30, 2021, the fair value of our investment in bitcoin was $281 million based on observable market prices, which is $127 million greater than the carrying value of the investment.</i>\n</blockquote>\n<p>As you can see, there is serious cash on the line here. As such, expect the stock to continue to trade with a slight correlation with the price of bitcoin. However, the bulk of the business is still transaction based, and we have not even touched on small business</p>\n<p>Small business is coming back</p>\n<p>One of the biggest customers and drivers of revenue for Square are small businesses. They are coming back now that the COVID crisis is improving and the world is reopening. Small businesses as part of the broader seller ecosystem was responsible for $1.31 billion of revenue and $585 million of gross profit, both up over 80% from a year ago. Once again, solid growth.</p>\n<p>Earnings are positive, though could be stronger if operational expenses are controlled but we aren't complaining</p>\n<p>We are not going to complain about a fintech that is in supreme revenue growth mode that is earnings positive. And the company is earnings positive. While a FWD p/e ratio is laughable over 100, or more, we want you looking at the degree of growth. Net income was $204 million. They did have a gain of $77 million by selling their DoorDash investment. Net income was $173 million when excluding that and the aforementioned loss related to the impairment of its bitcoin investment. Operational expenses are high however. Operating expenses were $1.02 billion up 64% from a year ago. Make no mistake, they are commensurate with the huge rise is sales, but the more controlled these expenses are, the better earnings will be.</p>\n<p><b>Nice to see EPS growing</b></p>\n<p>Overall, net income per share was $0.45 on a basic level. If we back out the DoorDash sale and the impairment on bitcoin basic EPS was $0.39, while adjusted EBITDA was $360 million surging from the $98 million a year ago. Overall adjusted EPS was $0.66 a huge $0.48 increase from a year ago. And things are only going to get better.</p>\n<p>A new acquisition, pricey but interesting</p>\n<p>In conjunction withthis weekend's earnings release, Square agreed to buy Australia's Afterpay(OTCPK:AFTPF)for $29 billion (all in stock by the way) to add buy now, pay later abilities. While Afterpay shareholders can take some of it in cash, on the whole, Square is paying roughly $125 per share for Afterpay in Australian dollars, or a 30% premium. That is pricey. The deal will not close until 2022, so the actual fiscal terms may differ at that point. Afterpay shareholders will own approximately nearly 20% of the newly combined company on a fully diluted basis. It is a massive transaction. But Afterpay has had its own immense growth and has surged in popularity. We believe this deal and the capabilities it will bring to Square's users is accretive, and the company will reap the benefits immediately in 2022. For more on Afterpay, we recommendthis column here.</p>\n<p><b>Take home</b></p>\n<p>Make no mistake, Q2 earnings were incredibly strong. The inclusion of bitcoin trading has been a massive benefit to the company as transactional revenue has surged. Small business is coming back and that has led to a big rebound in seller-based transactional fees. This supreme growth fintech is also earnings positive. The acquisition of Afterpay is a huge move to get into the buy now, pay later business which is growing in popularity, specifically among millennials a primary user of Square services. While traditional valuation metrics are not at play here, we urge our members to consider the fact that the company is growing like wildfire. The closer shares get to $200 the more bullish we are. However, shares are a buy at present levels for the long-term.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Square: Killing It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSquare: Killing It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 14:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4444025-square-killing-it><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nQ2 earnings show solid growth with little signs of slowing down.\nA sizable Australian acquisition will help scale.\nBitcoin trades helping drive traffic and usage.\nCash app still strong as ...</p>\n\n<a href=\"https://seekingalpha.com/article/4444025-square-killing-it\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block"},"source_url":"https://seekingalpha.com/article/4444025-square-killing-it","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105546206","content_text":"Summary\n\nQ2 earnings show solid growth with little signs of slowing down.\nA sizable Australian acquisition will help scale.\nBitcoin trades helping drive traffic and usage.\nCash app still strong as small business returns.\nShares are going much higher.\n\nshulz/E+ via Getty Images\nWe love financial tech stocks, and near the top of the list is Square(NYSE:SQ)which we have traded several times. That said, whilst being a great trading stock, the easiest move is to buy and hold over the next five years. The company is a fintech disruptor, and it is growing like wildfire. The company just reported some stellar earnings,and is showing no signs of slowing down. What is more, an expensive, but well-timed acquisition will help the company scale. While valuing the company on traditional metrics is near impossible, we implore our followers to think very long-term here and believe the company will grow into its stretched valuation. We rate shares a strong buy the closer they are to $200.\nQ2 earnings were solid\nKeep in mind ever since the company allowed access to cryptocurrency (bitcoin), revenues have taken off. In the just announced quarter, net revenue was $4.68 billion up an incredible 143% year-over-year. Excluding bitcoin (BTC-USD) transactions, total net revenue in the second quarter was $1.96 billion, up 87% year over year. While this is still massive growth, you can see how much the bitcoin assets mean to the company. On the whole, gross profit was $1.14 billion up 91% year-over-year. Solid.\nTransaction revenue surges, but watch GPV gross profit\nRevenue from transactions was $1.23 billion rising 80% year-over-year, while gross profit was $543 million, up 85%. The Street may be disappointed with the fact that volumes were less than expected, despite surging from a year ago. Square processed $42.8 billion in GPV up 88% year-over-year. Transaction-based gross profit as a percentage of GPV was 1.27% down 2 basis points year over year and down 5 basis points quarter over quarter. That wasa weakness that the Street might also jump at. You have to remember, with the stretched valuation of this high growth fintech stock, the slightest negative can irritate the shareholder base and trigger selling. We would welcome the selling and encourage a buy.\nThat said, subscription and services-based revenue nearly doubled as well to 685 million while gross profit was $561 million, up 90% year-over-year. Keep in mind the acquisition of TIDAL was a big boost in the quarter, but the organic growth was solid as well.\nCash App and Bitcoin\nThe biggest driver of overall growth was the amazing Cash App. Cash App generated $3.33 billion of revenue while delivering $546 million of gross profit. This is huge growth. Revenue rose 177%, while gross profit nearly doubled. Again, bitcoin was a large part of this. If we back out bitcoin, Cash App revenue was $606 million, up 87% year-over-year.\nKeep in mind the prices of bitcoin were falling for most of Q2. It was volatile. Volatility helps with trading revenue, but expect even more positive profit power if bitcoin prices start to rebound. Which, they are, in the last week or so. We think that the cryptocurrency access is huge for the company. Just how big is bitcoin for Square? HUGE. Cash App brought in $2.72 billion of bitcoin revenue and $55 million of bitcoin gross profit in Q2. This was up three-fold from last year. It is major.\nThe company itself is taking money in putting it straight into owning bitcoin.According to the release:\n\nIn the fourth quarter of 2020 and first quarter of 2021, we invested $50 million and $170 million, respectively, in bitcoin. As an indefinite-lived intangible asset, bitcoin is subject to impairment losses if the fair value of bitcoin decreases below the carrying value during the assessed period. In the second quarter, we recognized a bitcoin impairment loss of $45 million on our bitcoin investment. As of June 30, 2021, the fair value of our investment in bitcoin was $281 million based on observable market prices, which is $127 million greater than the carrying value of the investment.\n\nAs you can see, there is serious cash on the line here. As such, expect the stock to continue to trade with a slight correlation with the price of bitcoin. However, the bulk of the business is still transaction based, and we have not even touched on small business\nSmall business is coming back\nOne of the biggest customers and drivers of revenue for Square are small businesses. They are coming back now that the COVID crisis is improving and the world is reopening. Small businesses as part of the broader seller ecosystem was responsible for $1.31 billion of revenue and $585 million of gross profit, both up over 80% from a year ago. Once again, solid growth.\nEarnings are positive, though could be stronger if operational expenses are controlled but we aren't complaining\nWe are not going to complain about a fintech that is in supreme revenue growth mode that is earnings positive. And the company is earnings positive. While a FWD p/e ratio is laughable over 100, or more, we want you looking at the degree of growth. Net income was $204 million. They did have a gain of $77 million by selling their DoorDash investment. Net income was $173 million when excluding that and the aforementioned loss related to the impairment of its bitcoin investment. Operational expenses are high however. Operating expenses were $1.02 billion up 64% from a year ago. Make no mistake, they are commensurate with the huge rise is sales, but the more controlled these expenses are, the better earnings will be.\nNice to see EPS growing\nOverall, net income per share was $0.45 on a basic level. If we back out the DoorDash sale and the impairment on bitcoin basic EPS was $0.39, while adjusted EBITDA was $360 million surging from the $98 million a year ago. Overall adjusted EPS was $0.66 a huge $0.48 increase from a year ago. And things are only going to get better.\nA new acquisition, pricey but interesting\nIn conjunction withthis weekend's earnings release, Square agreed to buy Australia's Afterpay(OTCPK:AFTPF)for $29 billion (all in stock by the way) to add buy now, pay later abilities. While Afterpay shareholders can take some of it in cash, on the whole, Square is paying roughly $125 per share for Afterpay in Australian dollars, or a 30% premium. That is pricey. The deal will not close until 2022, so the actual fiscal terms may differ at that point. Afterpay shareholders will own approximately nearly 20% of the newly combined company on a fully diluted basis. It is a massive transaction. But Afterpay has had its own immense growth and has surged in popularity. We believe this deal and the capabilities it will bring to Square's users is accretive, and the company will reap the benefits immediately in 2022. For more on Afterpay, we recommendthis column here.\nTake home\nMake no mistake, Q2 earnings were incredibly strong. The inclusion of bitcoin trading has been a massive benefit to the company as transactional revenue has surged. Small business is coming back and that has led to a big rebound in seller-based transactional fees. This supreme growth fintech is also earnings positive. The acquisition of Afterpay is a huge move to get into the buy now, pay later business which is growing in popularity, specifically among millennials a primary user of Square services. While traditional valuation metrics are not at play here, we urge our members to consider the fact that the company is growing like wildfire. The closer shares get to $200 the more bullish we are. However, shares are a buy at present levels for the long-term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805934215,"gmtCreate":1627834055537,"gmtModify":1703496409655,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/805934215","repostId":"1159296868","repostType":4,"repost":{"id":"1159296868","kind":"news","pubTimestamp":1627786610,"share":"https://ttm.financial/m/news/1159296868?lang=&edition=fundamental","pubTime":"2021-08-01 10:56","market":"us","language":"en","title":"Why Oracle Stock Could Be Volatile In August","url":"https://stock-news.laohu8.com/highlight/detail?id=1159296868","media":"InvestorPlace","summary":"Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n\nOnce consider","content":"<blockquote>\n Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n</blockquote>\n<p>Once considered a laggard company in the world of technology,<b>Oracle</b>&nbsp;(NYSE:<b>ORCL</b>) stock has made a comeback as one of the best-performing tech names of 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/1e4fb922d429b71a40534256e2dff304\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: Jonathan Weiss / Shutterstock.com</p>\n<p>It was the original champion of database technology. Now Oracle is becoming an emerging force in both backend infrastructure technologies and software-as-a-service (SaaS). In other words, management is proving that what is considered outdated can quickly become hot again in the tech stock space.</p>\n<p>Investors have not been shy to bid ORCL stock up this year. Growth expectations mainly revolve around the cloud computing business. As a result, ORCL stock has soared by 56% over the last 12 months.</p>\n<p>And the rally accelerated after Oracle recently released its fourth-quarter and FY21 results. As a result, the shares hit a record high of $91.20. It currently trades around $87, up 35% in 2021. The current price supports a dividend yield of about 1.3%.</p>\n<p>Thanks to its success in the cloud, Oracle has outperformed many tech stocks currently underperforming the broader market this year. However, in the short run, ORCL stock is likely to be volatile and could see profit-taking</p>\n<p>Yet, long-term investors looking to generate lucrative returns in the rest of 2021 and beyond may consider buying the dips. Here’s why.</p>\n<p><b>How Recent Earnings Came</b></p>\n<p>Founded in 1977, Oracle is well-known for pioneering the first commercial SQL-based relational database management system. Now, with 430,000 customers in 175 countries, the tech giant provides database technology and enterprise resource planning (ERP) software to businesses and global governments. Its market capitalization&nbsp; stands at $246 billion.</p>\n<p>Oracle released&nbsp;fourth-quarter resultsin mid-June. Total revenue increased 8% year-over-year to $11.2 billion. Non-GAAP net income went up buy 20% to $4.5 billion, and non-GAAP earnings per share soared 29% to $1.54.</p>\n<p>In fiscal 2021, Oracle generated almost $13.8 billion in free cash flow. As a result, management invested heavily in stock buybacks. Excluding the $3 billion spent on dividends, it bought back 329 million shares at a cost of $21 billion in the past year. Cash and equivalents ended the fiscal year at $30.1 billion.</p>\n<p>On the results, CEO Safra Catz remarked, “Our Q4 performance was absolutely outstanding with total revenue beating guidance by nearly $200 million, and non-GAAP earnings per share beating guidance by $0.24.”</p>\n<p>Cloud apps saw 20% to 30% growth. Yet, it has not led to a significant increase in overall revenue for the fiscal year 2021. Oracle’s revenue of $40.5 billion grew only by 4% compared to the previous year.</p>\n<p>ORCL stock is currently trading at 19x forward price-earnings multiple and 6.5x current sales. The 12-month price target range for Oracle stock extends from $60 to $115. The median estimate of $80 would mean a decline of about 9% from the current levels. Therefore, short-term investors could see the shares come under pressure.</p>\n<p><b>Long-Term Tailwinds For Oracle Stock</b></p>\n<p>Despite the potential short-term volatility, there are many reasons for investors to consider ORCL stock. It has a broad portfolio addressing different spectrums of enterprise technology. Revenues have been gaining momentum after the company has shifted resources to the cloud space.</p>\n<p>Management regards the cloud in terms of platform, application, and infrastructure layers. Put another way, Oracle offers a complete package that may lead to a even a stronger competitive advantage in the long term.</p>\n<p>The company has recently announced plans to increase spending on data centers. It will double capital expenditures to almost $4 billion. Investors are hoping this heavy spending will boost the cloud businesses.</p>\n<p>Market research firm&nbsp;Research and Markets&nbsp;predicts cloud spending could grow at a compound annual growth rate of 17.5% through 2025. Although this implies a massive opportunity, Oracle currently has a minor share of the broad cloud market.</p>\n<p>The company still trails behind the market leader<b>Amazon</b>(NASDAQ:<b>AMZN</b>) as well as other&nbsp; competitors<b>Microsoft</b>(NASDAQ:<b>MSFT</b>) and&nbsp;<b>Alphabet</b>&nbsp;(NASDAQ:<b>GOOG</b>, NASDAQ:<b>GOOGL</b>). Recent quarterly metrics from these tech giants have shown the importance of cloud applications and services for revenues.</p>\n<p>If management were to continue its recent success, it would be possible to see Oracle grow its market cap to rapidly in the coming quarters as well.</p>\n<p><b>The Bottom Line on ORCL Stock</b></p>\n<p>Oracle’s revenue mix now focuses more on subscriptions, especially in the cloud space. Investors would like to see the bottom line grow in the coming quarters. However, it might still be several quarters before management’s efforts translate into higher earnings.</p>\n<p>Although I remain bullish on ORCL stock for the long run, I expect some profit-taking in the coming weeks Interested investors could regard any drop toward the $80 to $82 level as a better entry point.</p>","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>Why Oracle Stock Could Be Volatile In August</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 Oracle Stock Could Be Volatile In August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n\nOnce considered a laggard company in the world of technology,Oracle (NYSE:ORCL) stock has made a comeback as one ...</p>\n\n<a href=\"https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://investorplace.com/2021/07/orcl-stock-could-be-volatile-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159296868","content_text":"Despite short-term profit-taking, ORCL stock should move higher in the coming months.\n\nOnce considered a laggard company in the world of technology,Oracle (NYSE:ORCL) stock has made a comeback as one of the best-performing tech names of 2021.\nSource: Jonathan Weiss / Shutterstock.com\nIt was the original champion of database technology. Now Oracle is becoming an emerging force in both backend infrastructure technologies and software-as-a-service (SaaS). In other words, management is proving that what is considered outdated can quickly become hot again in the tech stock space.\nInvestors have not been shy to bid ORCL stock up this year. Growth expectations mainly revolve around the cloud computing business. As a result, ORCL stock has soared by 56% over the last 12 months.\nAnd the rally accelerated after Oracle recently released its fourth-quarter and FY21 results. As a result, the shares hit a record high of $91.20. It currently trades around $87, up 35% in 2021. The current price supports a dividend yield of about 1.3%.\nThanks to its success in the cloud, Oracle has outperformed many tech stocks currently underperforming the broader market this year. However, in the short run, ORCL stock is likely to be volatile and could see profit-taking\nYet, long-term investors looking to generate lucrative returns in the rest of 2021 and beyond may consider buying the dips. Here’s why.\nHow Recent Earnings Came\nFounded in 1977, Oracle is well-known for pioneering the first commercial SQL-based relational database management system. Now, with 430,000 customers in 175 countries, the tech giant provides database technology and enterprise resource planning (ERP) software to businesses and global governments. Its market capitalization  stands at $246 billion.\nOracle released fourth-quarter resultsin mid-June. Total revenue increased 8% year-over-year to $11.2 billion. Non-GAAP net income went up buy 20% to $4.5 billion, and non-GAAP earnings per share soared 29% to $1.54.\nIn fiscal 2021, Oracle generated almost $13.8 billion in free cash flow. As a result, management invested heavily in stock buybacks. Excluding the $3 billion spent on dividends, it bought back 329 million shares at a cost of $21 billion in the past year. Cash and equivalents ended the fiscal year at $30.1 billion.\nOn the results, CEO Safra Catz remarked, “Our Q4 performance was absolutely outstanding with total revenue beating guidance by nearly $200 million, and non-GAAP earnings per share beating guidance by $0.24.”\nCloud apps saw 20% to 30% growth. Yet, it has not led to a significant increase in overall revenue for the fiscal year 2021. Oracle’s revenue of $40.5 billion grew only by 4% compared to the previous year.\nORCL stock is currently trading at 19x forward price-earnings multiple and 6.5x current sales. The 12-month price target range for Oracle stock extends from $60 to $115. The median estimate of $80 would mean a decline of about 9% from the current levels. Therefore, short-term investors could see the shares come under pressure.\nLong-Term Tailwinds For Oracle Stock\nDespite the potential short-term volatility, there are many reasons for investors to consider ORCL stock. It has a broad portfolio addressing different spectrums of enterprise technology. Revenues have been gaining momentum after the company has shifted resources to the cloud space.\nManagement regards the cloud in terms of platform, application, and infrastructure layers. Put another way, Oracle offers a complete package that may lead to a even a stronger competitive advantage in the long term.\nThe company has recently announced plans to increase spending on data centers. It will double capital expenditures to almost $4 billion. Investors are hoping this heavy spending will boost the cloud businesses.\nMarket research firm Research and Markets predicts cloud spending could grow at a compound annual growth rate of 17.5% through 2025. Although this implies a massive opportunity, Oracle currently has a minor share of the broad cloud market.\nThe company still trails behind the market leaderAmazon(NASDAQ:AMZN) as well as other  competitorsMicrosoft(NASDAQ:MSFT) and Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL). Recent quarterly metrics from these tech giants have shown the importance of cloud applications and services for revenues.\nIf management were to continue its recent success, it would be possible to see Oracle grow its market cap to rapidly in the coming quarters as well.\nThe Bottom Line on ORCL Stock\nOracle’s revenue mix now focuses more on subscriptions, especially in the cloud space. Investors would like to see the bottom line grow in the coming quarters. However, it might still be several quarters before management’s efforts translate into higher earnings.\nAlthough I remain bullish on ORCL stock for the long run, I expect some profit-taking in the coming weeks Interested investors could regard any drop toward the $80 to $82 level as a better entry point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006947074,"gmtCreate":1641600073957,"gmtModify":1676533632731,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006947074","repostId":"2201424321","repostType":4,"repost":{"id":"2201424321","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":1641597180,"share":"https://ttm.financial/m/news/2201424321?lang=&edition=fundamental","pubTime":"2022-01-08 07:13","market":"us","language":"en","title":"Wall St posts declines for first week of 2022; Nasdaq has worst week since Feb","url":"https://stock-news.laohu8.com/highlight/detail?id=2201424321","media":"Reuters","summary":"* U.S. nonfarm payrolls rise by 199,000 in December* GameStop jumps after report of foray into NFT, ","content":"<html><head></head><body><p>* U.S. nonfarm payrolls rise by 199,000 in December</p><p>* GameStop jumps after report of foray into NFT, crypto markets</p><p>* Indexes: Dow down 0.01%, S&amp;P 500 down 0.4%, Nasdaq down 1%</p><p>NEW YORK Jan 7 (Reuters) - Wall Street on Friday wrapped up the first week of the new year with daily and weekly losses as investors worried about looming U.S. interest-rate hikes and unfolding Omicron news.</p><p>The Nasdaq posted its biggest weekly percentage fall since February 2021 and led declines for the day in the major indexes. Stocks fell on Friday after the December U.S. jobs report missed expectations but was still seen as strong enough to keep the Federal Reserve&#39;s tightening path in place.</p><p>Friday&#39;s Labor Department data showed the U.S. jobs market was at or near maximum employment even though employment rose far less than expected in December, when there were worker shortages.</p><p>On Wednesday, minutes released of the Fed&#39;s Dec. 14-15 policy meeting showed officials at the U.S. central bank viewed the labor market as &#34;very tight,&#34; and signaled the Fed may have to raise rates sooner than expected.</p><p>&#34;The investor takeaway is that the labor market continues to be tight despite the headline miss,&#34; said Michael Arone, chief investment strategist at State Street Global Advisors in Boston.</p><p>&#34;Investors are concerned the Fed will be more aggressive than expected.&#34;</p><p>Consumer discretionary and and technology sectors led the way lower on the S&amp;P 500 on Friday. Big tech companies have benefited from low interest rates.</p><p>On the flip side, the S&amp;P 500 financials sector and banking index extended recent gains and reached record closing highs. The bank index rose 9.4% for the week, registering its biggest weekly percentage gain since November 2020.</p><p>The Dow Jones Industrial Average fell 4.81 points, or 0.01%, to 36,231.66, the S&amp;P 500 lost 19.02 points, or 0.41%, to 4,677.03 and the Nasdaq Composite dropped 144.96 points, or 0.96%, to 14,935.90.</p><p>For the week, the Dow fell 0.3%, the S&amp;P 500 declined 1.9% and the Nasdaq dropped 4.5%.</p><p>Banks have risen with U.S. Treasury yields, with the U.S. benchmark 10-year yield soaring to a two-year high on Friday on the outlook for Fed rate hikes.</p><p>&#34;The sentiment has turned negative,&#34; said Jack Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. &#34;Right now the market is nervous and in the mood to sell at the first hint of bad news.&#34;</p><p>Rising cases on the Omicron variant of the coronavirus also caused investor jitters this week.</p><p>Investors have been rotating out technology-heavy growth shares and into more value-oriented shares, which they think may do better in a high interest-rate environment.</p><p>The S&amp;P 500 value index added 1% this week, outperforming the S&amp;P 500 growth index which fell 4.5%, its biggest weekly percentage drop since October 2020.</p><p>The S&amp;P 500 energy sector gained sharply for the week, rising 10.6% in its best week since November 2020.</p><p>&#34;Meme stock&#34; GameStop Corp jumped 7.3% after the video game retailer said it is launching a division to develop a marketplace for nonfungible tokens and establish cryptocurrency partnerships.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.01-to-1 ratio; on Nasdaq, a 1.38-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 50 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 83 new highs and 262 new lows.</p><p>Volume on U.S. exchanges was 10.21 billion shares, compared with the roughly 10.4 billion average for the full session over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St posts declines for first week of 2022; Nasdaq has worst week since Feb</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St posts declines for first week of 2022; Nasdaq has worst week since Feb\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\">2022-01-08 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. nonfarm payrolls rise by 199,000 in December</p><p>* GameStop jumps after report of foray into NFT, crypto markets</p><p>* Indexes: Dow down 0.01%, S&amp;P 500 down 0.4%, Nasdaq down 1%</p><p>NEW YORK Jan 7 (Reuters) - Wall Street on Friday wrapped up the first week of the new year with daily and weekly losses as investors worried about looming U.S. interest-rate hikes and unfolding Omicron news.</p><p>The Nasdaq posted its biggest weekly percentage fall since February 2021 and led declines for the day in the major indexes. Stocks fell on Friday after the December U.S. jobs report missed expectations but was still seen as strong enough to keep the Federal Reserve&#39;s tightening path in place.</p><p>Friday&#39;s Labor Department data showed the U.S. jobs market was at or near maximum employment even though employment rose far less than expected in December, when there were worker shortages.</p><p>On Wednesday, minutes released of the Fed&#39;s Dec. 14-15 policy meeting showed officials at the U.S. central bank viewed the labor market as &#34;very tight,&#34; and signaled the Fed may have to raise rates sooner than expected.</p><p>&#34;The investor takeaway is that the labor market continues to be tight despite the headline miss,&#34; said Michael Arone, chief investment strategist at State Street Global Advisors in Boston.</p><p>&#34;Investors are concerned the Fed will be more aggressive than expected.&#34;</p><p>Consumer discretionary and and technology sectors led the way lower on the S&amp;P 500 on Friday. Big tech companies have benefited from low interest rates.</p><p>On the flip side, the S&amp;P 500 financials sector and banking index extended recent gains and reached record closing highs. The bank index rose 9.4% for the week, registering its biggest weekly percentage gain since November 2020.</p><p>The Dow Jones Industrial Average fell 4.81 points, or 0.01%, to 36,231.66, the S&amp;P 500 lost 19.02 points, or 0.41%, to 4,677.03 and the Nasdaq Composite dropped 144.96 points, or 0.96%, to 14,935.90.</p><p>For the week, the Dow fell 0.3%, the S&amp;P 500 declined 1.9% and the Nasdaq dropped 4.5%.</p><p>Banks have risen with U.S. Treasury yields, with the U.S. benchmark 10-year yield soaring to a two-year high on Friday on the outlook for Fed rate hikes.</p><p>&#34;The sentiment has turned negative,&#34; said Jack Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. &#34;Right now the market is nervous and in the mood to sell at the first hint of bad news.&#34;</p><p>Rising cases on the Omicron variant of the coronavirus also caused investor jitters this week.</p><p>Investors have been rotating out technology-heavy growth shares and into more value-oriented shares, which they think may do better in a high interest-rate environment.</p><p>The S&amp;P 500 value index added 1% this week, outperforming the S&amp;P 500 growth index which fell 4.5%, its biggest weekly percentage drop since October 2020.</p><p>The S&amp;P 500 energy sector gained sharply for the week, rising 10.6% in its best week since November 2020.</p><p>&#34;Meme stock&#34; GameStop Corp jumped 7.3% after the video game retailer said it is launching a division to develop a marketplace for nonfungible tokens and establish cryptocurrency partnerships.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.01-to-1 ratio; on Nasdaq, a 1.38-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 50 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 83 new highs and 262 new lows.</p><p>Volume on U.S. exchanges was 10.21 billion shares, compared with the roughly 10.4 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GME":"游戏驿站"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201424321","content_text":"* U.S. nonfarm payrolls rise by 199,000 in December* GameStop jumps after report of foray into NFT, crypto markets* Indexes: Dow down 0.01%, S&P 500 down 0.4%, Nasdaq down 1%NEW YORK Jan 7 (Reuters) - Wall Street on Friday wrapped up the first week of the new year with daily and weekly losses as investors worried about looming U.S. interest-rate hikes and unfolding Omicron news.The Nasdaq posted its biggest weekly percentage fall since February 2021 and led declines for the day in the major indexes. Stocks fell on Friday after the December U.S. jobs report missed expectations but was still seen as strong enough to keep the Federal Reserve's tightening path in place.Friday's Labor Department data showed the U.S. jobs market was at or near maximum employment even though employment rose far less than expected in December, when there were worker shortages.On Wednesday, minutes released of the Fed's Dec. 14-15 policy meeting showed officials at the U.S. central bank viewed the labor market as \"very tight,\" and signaled the Fed may have to raise rates sooner than expected.\"The investor takeaway is that the labor market continues to be tight despite the headline miss,\" said Michael Arone, chief investment strategist at State Street Global Advisors in Boston.\"Investors are concerned the Fed will be more aggressive than expected.\"Consumer discretionary and and technology sectors led the way lower on the S&P 500 on Friday. Big tech companies have benefited from low interest rates.On the flip side, the S&P 500 financials sector and banking index extended recent gains and reached record closing highs. The bank index rose 9.4% for the week, registering its biggest weekly percentage gain since November 2020.The Dow Jones Industrial Average fell 4.81 points, or 0.01%, to 36,231.66, the S&P 500 lost 19.02 points, or 0.41%, to 4,677.03 and the Nasdaq Composite dropped 144.96 points, or 0.96%, to 14,935.90.For the week, the Dow fell 0.3%, the S&P 500 declined 1.9% and the Nasdaq dropped 4.5%.Banks have risen with U.S. Treasury yields, with the U.S. benchmark 10-year yield soaring to a two-year high on Friday on the outlook for Fed rate hikes.\"The sentiment has turned negative,\" said Jack Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"Right now the market is nervous and in the mood to sell at the first hint of bad news.\"Rising cases on the Omicron variant of the coronavirus also caused investor jitters this week.Investors have been rotating out technology-heavy growth shares and into more value-oriented shares, which they think may do better in a high interest-rate environment.The S&P 500 value index added 1% this week, outperforming the S&P 500 growth index which fell 4.5%, its biggest weekly percentage drop since October 2020.The S&P 500 energy sector gained sharply for the week, rising 10.6% in its best week since November 2020.\"Meme stock\" GameStop Corp jumped 7.3% after the video game retailer said it is launching a division to develop a marketplace for nonfungible tokens and establish cryptocurrency partnerships.Advancing issues outnumbered declining ones on the NYSE by a 1.01-to-1 ratio; on Nasdaq, a 1.38-to-1 ratio favored decliners.The S&P 500 posted 50 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 83 new highs and 262 new lows.Volume on U.S. exchanges was 10.21 billion shares, compared with the roughly 10.4 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893405960,"gmtCreate":1628293717650,"gmtModify":1703504546854,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"Yes agree. Like my post pleasee","listText":"Yes agree. Like my post pleasee","text":"Yes agree. Like my post pleasee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/893405960","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://ttm.financial/m/news/1155656235?lang=&edition=fundamental","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p>\n<p>U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p>\n<p>Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p>\n<p>Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p>\n<p>To begin the screen, we looked at the five largest cloud ETFs:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p>\n<p>Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p>\n<p>Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p>\n<p>As part of its description of ARKW, FactSet says the following:</p>\n<p><i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p>\n<p><b>Cloud-stock screen</b></p>\n<p>Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p>\n<p>To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p>\n<p>Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p>\n<p><img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p>\n<p>It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p>\n<p>Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>20 cloud stocks expected to increase sales the most over the next two years</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\">\n20 cloud stocks expected to increase sales the most over the next two years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors ...</p>\n\n<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","SQ":"Block","KC":"金山云","SNAP":"Snap Inc","SHOP":"Shopify Inc","PINS":"Pinterest, Inc.","OKTA":"Okta Inc.","ADYEY":"Adyen N.V.","COIN":"Coinbase Global, Inc.","ROKU":"Roku Inc","CRWD":"CrowdStrike Holdings, Inc.","MELI":"MercadoLibre","SKLZ":"Skillz Inc","Z":"Zillow","DKNG":"DraftKings Inc.","TDOC":"Teladoc Health Inc.","LC":"LendingClub","ZG":"Zillow Class A","PDD":"拼多多","TSLA":"特斯拉","VCYT":"Veracyte Inc"},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807184852,"gmtCreate":1628006531176,"gmtModify":1703499593833,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/807184852","repostId":"1173044069","repostType":4,"repost":{"id":"1173044069","kind":"news","pubTimestamp":1628003772,"share":"https://ttm.financial/m/news/1173044069?lang=&edition=fundamental","pubTime":"2021-08-03 23:16","market":"us","language":"en","title":"Pentagon on lockdown after gunshots fired near Metro","url":"https://stock-news.laohu8.com/highlight/detail?id=1173044069","media":"AP News","summary":"(Aug 3) The Pentagon was on lockdown Tuesday morning after multiple gunshots were fired near a platf","content":"<p>(Aug&nbsp;3)&nbsp;The Pentagon was on lockdown Tuesday morning after multiple gunshots were fired near a platform by the facility’s Metro station.</p>\n<p>At least one person was down, according to two people familiar with the shooting, who spoke on condition of anonymity because they were not authorized to release information publicly. The person’s condition was not known.</p>\n<p>The incident occurred on a Metro bus platform that is part of the Pentagon Transit Center, the Pentagon Protection Force Protection Agency tweeted.</p>\n<p>A Pentagon announcement said the facility was on lockdown due to “police activity.”</p>\n<p>Metro subway trains were ordered to bypass the Pentagon due to a police investigation.</p>\n<p>An Associated Press reporter near the building heard multiple gunshots.</p>","source":"lsy1628003918714","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>Pentagon on lockdown after gunshots fired near Metro</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\">\nPentagon on lockdown after gunshots fired near Metro\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://apnews.com/article/politics-846e71a1b78370611ba13beb28aa77a9><strong>AP News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Aug 3) The Pentagon was on lockdown Tuesday morning after multiple gunshots were fired near a platform by the facility’s Metro station.\nAt least one person was down, according to two people familiar ...</p>\n\n<a href=\"https://apnews.com/article/politics-846e71a1b78370611ba13beb28aa77a9\">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","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://apnews.com/article/politics-846e71a1b78370611ba13beb28aa77a9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173044069","content_text":"(Aug 3) The Pentagon was on lockdown Tuesday morning after multiple gunshots were fired near a platform by the facility’s Metro station.\nAt least one person was down, according to two people familiar with the shooting, who spoke on condition of anonymity because they were not authorized to release information publicly. The person’s condition was not known.\nThe incident occurred on a Metro bus platform that is part of the Pentagon Transit Center, the Pentagon Protection Force Protection Agency tweeted.\nA Pentagon announcement said the facility was on lockdown due to “police activity.”\nMetro subway trains were ordered to bypass the Pentagon due to a police investigation.\nAn Associated Press reporter near the building heard multiple gunshots.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127265023,"gmtCreate":1624851511562,"gmtModify":1703846211583,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/127265023","repostId":"1177492181","repostType":4,"repost":{"id":"1177492181","kind":"news","pubTimestamp":1624849703,"share":"https://ttm.financial/m/news/1177492181?lang=&edition=fundamental","pubTime":"2021-06-28 11:08","market":"us","language":"en","title":"The Stock Market Hasn’t Been This Placid in Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1177492181","media":"WSJ","summary":"The U.S. stock marketis as calm as can beon the surface, while churning underneath more than it has ","content":"<p>The U.S. stock marketis as calm as can beon the surface, while churning underneath more than it has in decades.</p>\n<p>The S&amp;P 500 is so quiet it is almost disconcerting. The index hasn’t had a 5% correction based on closing prices since the end of October; no wonder the new day traders who started buying shares in lockdown think the market only goes up. The last time the S&amp;P was this serene for so long was in 2017, a period of calm that ended with the volatility crash early in 2018—although back then it was even quieter for much longer.</p>\n<p>Yet, look at the performance of types of stocks, and they have been swinging around much more than they usually do. Investors have been switching their bets between industries at a pace not seen outside of crises; March brought the biggest gap between the best and worst-performing sectors since 2002.</p>\n<p>The link between moves in growth stocks and cheap “value” stocks is the weakest—measured by the correlation—since 1995; investors are using them as proxies for betting for or against economic recovery.</p>\n<p>Meanwhile, big and small stocks last moved so independently of each other during the dot-com bubble of 2000, never a reassuring sign.</p>\n<p>I think this is another aspect of TINA: There Is No Alternative to stocks. With Treasurys, corporate bonds and cashoffering meager or zero return, stocks offer the best hope of gains. Investors who would previously have shifted money from stocks to bonds or vice versa now just switch from one sort of stock to another—so falls in one are offset by gains in another.</p>\n<p>There is no guarantee that it continues this way, of course. Bring enough fear into play and investors will bolt for the exits no matter how low cash yields are, just as they did in March last year. But while times seem pretty good, it is hard to justify buying a long-dated bond yielding far less than inflation. And times do seem pretty good.</p>\n<p>A widespread theory among those of a cautious disposition is that stocks just keep going up because a massive bubble has been inflated by cheap money and government stimulus. Stocks haven’t been so expensive since 2000, while a bubble mentality is obvious in the wild overtrading of fashionable stocks. A cluster of small stocks popular with retail tradershas often featured at the topof the most-traded lists this year, notablyGameStopandAMC Entertainmentbut also favorites such as Virgin Galactic andBlackBerry.</p>\n<p>It is undeniable that stocks are far more expensive than usual. But bubbles usually involve lots of volatility as they inflate, not a calm exterior and turmoil within, because every little price drop is magnified by others fearful that the bubble is about to pop. In 1999 there were at least nine drops of more than 5% in the S&amp;P 500, and from its intraday peak in July to the October low it fell 13%.</p>\n<p>This time the most obvious threat to stocks is the Federal Reserve, rather than the market’s overvaluation. If the Fed raises rates, cash and bonds suddenly look much more attractive, and the TINA justification for buying extraordinarily expensive stocks is undermined.</p>\n<p>“You’ve got lots of volatility within the market but not a lot of volatility of the market,” says Robert Buckland, chief global equity strategist at Citigroup. “If there’s an alternative to just owning the index that could change.”</p>\n<p>This month’s Fed scare showed just how sensitive stock prices are when it turns out there is an alternative to stocks, of sorts. The Fedraised rates fractionally off the floorby offering 0.05% instead of 0% on its cash-absorbing reverse repurchase agreements, a kind of overnight secured deposit, and instantly sucked in $235 billion extra. Talk of rate increases coming in two years instead of the three previously projected added to pressure on stocks, and the S&amp;P fell just over 2% in three days before resuming its upward climb.</p>\n<p>If that was the reaction to the Fed just barely doing something close to nothing, imagine how scared the market would be if the Fed started a normal rate hiking cycle and made cash attractive again. It isn’t something I think is likely soon, but the number one threat that could bring the turmoil from the depths to the surface of this market is the Fed.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Stock Market Hasn’t Been This Placid in Years</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\">\nThe Stock Market Hasn’t Been This Placid in Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 11:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/the-stock-market-hasnt-been-this-placid-in-years-11624740199?mod=itp_wsj><strong>WSJ</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The U.S. stock marketis as calm as can beon the surface, while churning underneath more than it has in decades.\nThe S&P 500 is so quiet it is almost disconcerting. The index hasn’t had a 5% correction...</p>\n\n<a href=\"https://www.wsj.com/articles/the-stock-market-hasnt-been-this-placid-in-years-11624740199?mod=itp_wsj\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.wsj.com/articles/the-stock-market-hasnt-been-this-placid-in-years-11624740199?mod=itp_wsj","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177492181","content_text":"The U.S. stock marketis as calm as can beon the surface, while churning underneath more than it has in decades.\nThe S&P 500 is so quiet it is almost disconcerting. The index hasn’t had a 5% correction based on closing prices since the end of October; no wonder the new day traders who started buying shares in lockdown think the market only goes up. The last time the S&P was this serene for so long was in 2017, a period of calm that ended with the volatility crash early in 2018—although back then it was even quieter for much longer.\nYet, look at the performance of types of stocks, and they have been swinging around much more than they usually do. Investors have been switching their bets between industries at a pace not seen outside of crises; March brought the biggest gap between the best and worst-performing sectors since 2002.\nThe link between moves in growth stocks and cheap “value” stocks is the weakest—measured by the correlation—since 1995; investors are using them as proxies for betting for or against economic recovery.\nMeanwhile, big and small stocks last moved so independently of each other during the dot-com bubble of 2000, never a reassuring sign.\nI think this is another aspect of TINA: There Is No Alternative to stocks. With Treasurys, corporate bonds and cashoffering meager or zero return, stocks offer the best hope of gains. Investors who would previously have shifted money from stocks to bonds or vice versa now just switch from one sort of stock to another—so falls in one are offset by gains in another.\nThere is no guarantee that it continues this way, of course. Bring enough fear into play and investors will bolt for the exits no matter how low cash yields are, just as they did in March last year. But while times seem pretty good, it is hard to justify buying a long-dated bond yielding far less than inflation. And times do seem pretty good.\nA widespread theory among those of a cautious disposition is that stocks just keep going up because a massive bubble has been inflated by cheap money and government stimulus. Stocks haven’t been so expensive since 2000, while a bubble mentality is obvious in the wild overtrading of fashionable stocks. A cluster of small stocks popular with retail tradershas often featured at the topof the most-traded lists this year, notablyGameStopandAMC Entertainmentbut also favorites such as Virgin Galactic andBlackBerry.\nIt is undeniable that stocks are far more expensive than usual. But bubbles usually involve lots of volatility as they inflate, not a calm exterior and turmoil within, because every little price drop is magnified by others fearful that the bubble is about to pop. In 1999 there were at least nine drops of more than 5% in the S&P 500, and from its intraday peak in July to the October low it fell 13%.\nThis time the most obvious threat to stocks is the Federal Reserve, rather than the market’s overvaluation. If the Fed raises rates, cash and bonds suddenly look much more attractive, and the TINA justification for buying extraordinarily expensive stocks is undermined.\n“You’ve got lots of volatility within the market but not a lot of volatility of the market,” says Robert Buckland, chief global equity strategist at Citigroup. “If there’s an alternative to just owning the index that could change.”\nThis month’s Fed scare showed just how sensitive stock prices are when it turns out there is an alternative to stocks, of sorts. The Fedraised rates fractionally off the floorby offering 0.05% instead of 0% on its cash-absorbing reverse repurchase agreements, a kind of overnight secured deposit, and instantly sucked in $235 billion extra. Talk of rate increases coming in two years instead of the three previously projected added to pressure on stocks, and the S&P fell just over 2% in three days before resuming its upward climb.\nIf that was the reaction to the Fed just barely doing something close to nothing, imagine how scared the market would be if the Fed started a normal rate hiking cycle and made cash attractive again. It isn’t something I think is likely soon, but the number one threat that could bring the turmoil from the depths to the surface of this market is the Fed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356409153224912,"gmtCreate":1728023516634,"gmtModify":1728023520130,"author":{"id":"3572852664461676","authorId":"3572852664461676","name":"Kaka1992","avatar":"https://community-static.tradeup.com/news/24a9621a076bbc73988073b20ed403fe","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572852664461676","authorIdStr":"3572852664461676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Go go go","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Go go go","text":"$Alibaba(BABA)$ Go go go","images":[{"img":"https://community-static.tradeup.com/news/51d33c59f2312e4f373f87256eb6ad58","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/356409153224912","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}