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CocoPosh

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2021-04-28

Nice

Facebook Reports Earnings Wednesday. Here Is What to Expect.

2021-03-18

Great. Low interest!

The Fed plans to keep interest rates low -- so why do interest rates keep rising?

2021-02-27

Always love bitcoin!!! Go higher!

Coinbase IPO: 5 things to know about the U.S. cryptocurrency exchange

2022-02-13

Wow

Credit Suisse Entities Agree to Settle Lawsuit in U.S. for $81 Million - court filing

2021-06-08

Wow

Intel: AMD Threat Is Finished

2021-04-18

Buy more

Pinterest sees worst drop in weeks as Cleveland hints at weak end to quarter

2021-04-13

;)

Who Wants To Own The 2 Hottest SPAC Domains, SPAC.com And SPACs.com?

2021-03-28

Nice

‘Bitcoin could be next domino to fall as investors rush to book profit,’ says technical analyst

2021-03-07

Next week will be great!

U.S. Stocks open up, as strong jobs report boosts reopening optimism

2021-05-30

[Miser]

The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever

2021-05-10

Wow

U.S. hiring takes big step back as businesses scramble for workers, raw materials

2021-04-17

Wow

Airbnb CEO says company is going to need millions more hosts to meet surging demand

2021-03-12

Buy more!!!

Apple Could Reach a $3 Trillion Market Valuation, Analysts Say

2021-03-10

Great!!!

Reddit forums get behind Roblox ahead of stock launch

2021-05-31

Wow!

For DoorDash and Uber Eats, the Future Is Everything in About an Hour

2021-05-29

Wow

The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever

2021-05-19

Wow

3 Things to Watch for in the Fed Minutes Today

2021-05-11

Wow!! :)

If Everyone Sees It, Is It Still A Bubble?

2021-05-10

Wow

Sorry, the original content has been removed

2021-05-01

Solid company!

Berkshire Hathaway Q1 Earnings Here！

Go to Tiger App to see more news

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14:58","market":"us","language":"en","title":"Comparing The Cloud Leaders: Amazon Web Services, Microsoft Intelligent Cloud, And Google Cloud","url":"https://stock-news.laohu8.com/highlight/detail?id=1152663957","media":"Seeking Alpha","summary":"SummaryThe trailing twelve months combined revenues of Amazon, Microsoft and Alphabet in their respe","content":"<html><head></head><body><h3>Summary</h3><ul><li>The trailing twelve months combined revenues of Amazon, Microsoft and Alphabet in their respective cloud computing businesses amounted to a staggering $188.2 billion.</li><li>The cloud computing market is clearly experiencing a slowdown as a result of companies tightening expenses due to the uncertain macroeconomic environment.</li><li>Both Amazon and Microsoft have highly profitable cloud computing businesses while Google Cloud profitability remains an uncertainty.</li></ul><p>As a result of covering the top cloud computing companies in the market, I wanted to share with the readers at Seeking Alpha an overview of the cloud computing market and why I believe this space provides attractive investment opportunities. Readers can see that I have a buy rating on <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, and <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>. One of the main reasons for these ratings is their strong presence in the already sizeable and growing cloud computing market. Given this market is driven by the increasing demand of data storage and processing capabilities, the runway for growth is still considerable. Further to this, there is already solid data backing the stable revenues and high operating margins some companies in this space are able to achieve. This space is also changing some of the biggest companies in the world as a result of their cloud computing segments being their fastest growing segments and contributing to a sizable portion of their operating incomes. Furthermore, the cloud computing market has high barriers to entry with multi billion dollar investments needed in order to possess the scalability, efficiency, footprint, and capabilities to offer the best-in-class services. This results in significant competitive advantages for well-established technology companies such as AMZN, MSFT, and GOOGL. Let´s take a look into what really is cloud computing. I hope you enjoy the read!</p><h3>What is Cloud Computing?</h3><p>Let&#39;s start with the basics. What is cloud computing? Cloud computing is essentially a network of servers around the world acting as a huge hard drive. Before the cloud existed, companies and individuals needed to back up their information and data into external devices, meaning a different hard drive. Nowadays, all this information and data can be transferred into the cloud, making it much more efficient and convenient for companies and individuals. One of the main benefits of the cloud is the accessibility to data and information remotely from anywhere in world at any given time as long as you have an internet connection. Companies and individuals also do not have the constraint of having too little storage, as in the cloud you can essentially store all the data you want and need.</p><p>Most of the cloud services offered are based on a subscription model meaning there is a monthly fee paid by customers. The beauty of this model for customers is that they are able to scale up or down their costs as they see fit. So, the more they use the cloud the more they will need to pay, while the less they use it the lower their costs will be.</p><p>So, why do companies want to move to the cloud instead of managing their data on premises? Of course, the main reason is to save money. Instead of having to build and power their own data centers and pay employees to operate them, companies can instead save time and effort by simply paying a cloud provider for this service. This also gives companies flexibility. Given the cloud can be used as they see fit, they can use it more during certain months or less during quite times. This gives companies the flexibility to adjust to their own needs.</p><h3>How do cloud providers generate revenues?</h3><p>Cloud computing is and has been a booming market for about a decade now and is likely to continue growing. For reference the global cloud computing market is projected to reach over $1.2 trillion by 2027. As such companies of the likes of AMZN, MSFT and GOOGL are all vying for a piece of the market. But how do these companies generate revenues from the cloud? As previously explained, the cloud model is a subscription model where companies can choose to subscribe to various services and pay as they go, meaning they pay depending on the usage of the services. There are several ways cloud providers generate revenues from cloud services, going from data storage, data transfers, cyber security, etc. According to tech researcher Gartner (IT), MSFT and AMZN have the most complete ecosystems of software and partnerships with third-party software-as-a-service providers.</p><h3>Competitive Landscape</h3><p>At the moment it is clear that cloud computing is truly dominated by two companies, AMZN with its AWS business recording revenues during the trailing twelve months (“TTM”) of $80.1 billion and MSFT with its cloud segment recording TTM revenues of $81.8 billion. Nonetheless, there is a distant third making strides to become a worthy opponent to these cloud giants. I am talking about Alphabet, a company with its Google Cloud business that has doubled revenues within two years and shows no sign of stopping. Although at a very distant third, Google Cloud has just reported revenues during the last twelve months of $26.3 billion and experienced a 37% growth rate year on year. Although Google Cloud is still a third of the size compared to AWS or MSFT Intelligent Cloud segment, it should not be left out as a top competitor in the space.</p><p>To understand why Google Cloud is a true competitor in the space, let´s take a look at AWS during 2018. At the end of 2018, AWS had very similar numbers to Google Cloud with revenues at approx. $26 billion showing growth rates of 50%. Yes, the growth rate was higher than Google Cloud&#39;s 37%, but it just goes to show that within 5 years, AWS was able to grow to $80 billion in revenues and $22.8 billion in operating income.</p><p>Despite AMZN, MSFT and GOOGL being the top players in the market there are also other well-established companies vying for market share such as IBM (IBM), Oracle (ORCL), Salesforce (CRM), etc. At the other side of the ocean there are the Chinese tech giants Alibaba (BABA), Tencent (OTCPK:TCEHY), Baidu (BIDU) and Huawei competing for market share in the Chinese cloud computing market which is set to grow to $84 billion by 2026. Even though these companies are still relatively small in regards to cloud computing compared to AMZN, GOOGL and MSFT, with time they can grow and become serious contenders. Let&#39;s now take a look at the individual names and how they have performed!</p><h3><img src=\"https://static.tigerbbs.com/234dd572ace958d37013f1cca08c3b86\" tg-width=\"640\" tg-height=\"393\" width=\"100%\" height=\"auto\"/>Amazon Web Services</h3><p>AWS was launched in 2006 seeing an explosive growth since then, generating revenues of $80 billion and operating income of $22.8 billion during 2022. AWS offers a variety of services including database, storage, web &amp; mobile apps, machine learning, etc. According to Amazon, the number of active AWS users exceeds 1 million with customers such as Goldman Sachs, Disney, Samsung, Snapchat, etc.</p><p>AWS keeps raking in big time customers, during the fourth quarter it added Yahoo Ad Tech, Brookfield Asset Management, Wallbox, American Family Insurance, etc. Further to this, AWS also launched new regions in Spain and Switzerland as well as a second region in India to continue expanding its infrastructure footprint. As of the end of 2022, AWS has 96 availability zones within 30 geographic regions globally, with announced plans to launch 15 more availability zones and 5 more AWS regions.</p><p><img src=\"https://static.tigerbbs.com/3f48d27c77570b7dfce6a2f7d91c720b\" tg-width=\"628\" tg-height=\"246\" width=\"100%\" height=\"auto\"/>From the table above, it can be seen that AWS increased revenues by 29% year-over-year to $80.1 billion. Despite AWS revenues only accounting for ~16% of AMZN total revenues AWS operating income which stood at $22.8 billion accounted for 100% of the company&#39;s operating income. Yes, you read that correctly, both North America and International segments recorded a loss during 2022 and AWS completely offset these losses due to its high profitability. To give another example during 2020 and 2021, AWS accounted for 74% and 59% of the company&#39;s total operating income. As you can see AMZN depends heavily on its cloud business for its growth.</p><p><img src=\"https://static.tigerbbs.com/174c0602744843fefd8fe2f5e176016c\" tg-width=\"608\" tg-height=\"225\" width=\"100%\" height=\"auto\"/>On a quarterly basis, AWS has seen a decrease on its growth rate to 20% from 40% during the fourth quarter of 2021. As it will be seen later in the article, both MSFT and GOOGL also experienced a slowdown in growth rates. Starting back in the middle of the third quarter of 2022, management started seeing growth rates slow as companies of all sizes looked into their cloud spending in response to the tough macroeconomic conditions. These optimization efforts continued into the fourth quarter and will most probably continue for next couple of quarters.</p><h3>Robust Yearly Growth Continues</h3><p><img src=\"https://static.tigerbbs.com/4f458eb0d298692535415cd35c48e0d9\" tg-width=\"607\" tg-height=\"227\" width=\"100%\" height=\"auto\"/>AWS was very close to double revenues within two years. During 2020 revenues stood at $45.3 billion, fast forward two years and we see revenues touching the $80 billion mark. With the market expected to continue growing to $1.2 trillion by 2027 and with AMZN investing in its global footprint, we could see AWS growing by tens of billions of dollars albeit at a slower growth rate than previous years.</p><h3>MSFT Intelligent Cloud</h3><p>Microsoft Azure was launched in 2010, however Microsoft Intelligent Cloud segment consists of other cloud services such as SQL Server, Windows Server, Visual Studio, among others. The Intelligent Cloud segment services include databases, data storage, artificial intelligence, networking, web and mobile apps, etc. Similarly to AMZN, MSFT has also seen explosive growth during the last decade with TTM revenues standing at $81.2 billion and a whopping operating income of $34.8 billion. MSFT enjoys of a cloud computing business that constantly generates a truly spectacular operating income margin above 40%.</p><p>According to the company, in mid-2021 over 95 percent of Fortune 500 companies used Azure, it had over 145 million daily active users on Microsoft Teams, and over 250 thousand organizations using Microsoft Dynamics 365 and Microsoft Power Platform. Big name customers include T-Mobile, Bayer, L&#39;Oreal, Walmart, etc.</p><p>According to Dgtl Ingfra, at the end of 2022 Microsoft Azure had 60 geographic regions globally and 116 availability zones. This numbers are substantially higher than AWS and Google Cloud which combined have 64 geographic regions. This of course gives MSFT a competitive advantage regarding its reach to lure companies across the world towards its cloud services.</p><h3>Impact of MSFT Intelligent Cloud on Microsoft Overall Business</h3><p><img src=\"https://static.tigerbbs.com/3cfe82b3d844511c33cf17e8788cfd5d\" tg-width=\"640\" tg-height=\"161\" width=\"100%\" height=\"auto\"/>MSFT Intelligent Cloud segment increased its revenues to $81.8 billion during the TTM. MSFT Intelligent Cloud segment is quite important for Microsoft but not critical as AWS is for AMZN. The Intelligent Cloud segment now accounts for 40% of the company&#39;s total revenues and for 42% of MSFT operating income. This should give MSFT shareholders a peace of mind as the business growth does not depend entirely on the cloud segment.</p><p><img src=\"https://static.tigerbbs.com/8776c7389b26d35ab5619dbd4b8e0aff\" tg-width=\"604\" tg-height=\"207\" width=\"100%\" height=\"auto\"/>During the last quarter, revenue increased 18%, here we can also see that the growth rate is slowing down and actually touched the teens for MSFT. However, it should be mentioned that in dollar terms the growth remained relatively flat at $3.2 billion compared to $3.6 billion during the same period last year. Further to this, during 2022 MSFT completed the acquisition of Nuance Communications. Nuance is a leader in conversational AI and ambient intelligence across industries including healthcare, financial services, retail, and telecommunications. This will help the Intelligent Cloud segment strengthen MSFT capabilities across these industries and should boost revenue growth during the coming quarters.</p><h3>Growth Continues with Operating Margin Holding Up</h3><p><img src=\"https://static.tigerbbs.com/86e4542d8dcb4be066d049b07cd0744d\" tg-width=\"601\" tg-height=\"209\" width=\"100%\" height=\"auto\"/>MSFT fiscal year ends in June, as such we can compare the previous 3 years and the TTM results. With this information we can see that MSFT is very close to double revenues within 3 years. During FYE 2020 revenues stood at $48.4 billion, fast forward to the end of 2022 and we see revenues at $81 billion. I think it is very important to understand that we are talking about businesses which are about to touch the $100 billion mark and are still growing at very attractive growth rates. Albeit at a weaker rate, thanks to MSFT global footprint we should continue seeing this business growing and become an even more significant part of MSFT business as a whole.</p><h3>Google Cloud</h3><p>Google Cloud was made available for customers at the end of 2011 and since then it has become the third largest cloud service provider globally generating revenues of $26.3 billion during 2022. Google Cloud services include databases, security, smart analytics, artificial intelligence, etc. According to Dgtl Infra, as of the end of 2022 Google Cloud has 34 regions and 103 availability zones in operation. These regions include United States, Americas, Europe, and Asia Pacific. Thanks to its global reach, Google Cloud has been able to land big name customers such as Airbus, Procter &amp; Gamble, Carrefour, PayPal, Vodafone, Twitter, among others.</p><p>Now, it is time to address the elephant in the room, even though Google Cloud is already a big business and growing at attractive rates, it remains unprofitable. This means that the business has been unprofitable for more than a decade. We could ask ourselves, how is it that a $26 billion revenue generating business continues to be unprofitable? Well, as management has mentioned during many investors calls it all comes down to spending money in order to make money. Specifically during the latest investor call management mentioned it keeps investing ahead of revenues, these investments are significant and keep the business from becoming profitable. Let&#39;s take a look at Google Cloud financials.</p><h3>Impact of Google Cloud on Alphabet Overall Business</h3><p><img src=\"https://static.tigerbbs.com/6060d2f2682900ec1ca0be3e5891df66\" tg-width=\"640\" tg-height=\"160\" width=\"100%\" height=\"auto\"/>Google Cloud continues to increase its relevance for the company&#39;s top line, however it has not been able to reach the 10% mark as of yet and as of the latest quarter results, it continues to depress the company&#39;s overall operating income. Saying this, from the table above, we can clearly see that revenues keep increasing while operating losses continue to shrink. For example, if you compare the losses during the first quarter to the losses during the fourth quarter, these have shrunk by about 50%. Further to this, revenue keeps increasing at a very attractive rate, Google Cloud finished the 2022 year with a revenue increase of 37% compared to the previous year. Important to note that the growth rate experience by Google Cloud is above the growth rates achieved by AMZN and MSFT on yearly basis. Additionally, Google Cloud backlog continued to increase during the year, standing at $64.3 billion at the end of 2022. For reference Google Cloud backlog at the end of first quarter of 2022 stood at $50.5 billion.</p><p><img src=\"https://static.tigerbbs.com/70d1eb3b369fc582c61a2f54369afaad\" tg-width=\"640\" tg-height=\"216\" width=\"100%\" height=\"auto\"/>During the last quarter revenue increased 32%, again similarly to AMZN and MSFT, Google Cloud experienced a slowdown compared to the previous periods. Also similarly to MSFT, during 2022 management pursued an acquisition in order to boost the business. GOOGL completed the acquisition of Mandiant in Sept. 2022. Mandiant&#39;s dynamic cyber defense, threat intelligence and incident response services are expected to enhance Google Cloud&#39;s security offerings. Finally, the fact that Google Cloud has been able to double revenues and reduce operating losses by more than 60% should not go unnoticed. Even though these are still losses, the company is trending in the right direction.</p><h3>Growth Continues but so do Operating Losses</h3><p><img src=\"https://static.tigerbbs.com/4e8c86fc52c911781cb4b9906b7d7bcd\" tg-width=\"640\" tg-height=\"216\" width=\"100%\" height=\"auto\"/>Google Cloud revenues increased $7.1 billion from 2021 to 2022. This growth was primarily driven by Google Cloud Platform followed by Google Workspace offerings. Google Cloud&#39;s infrastructure and platform services were the largest drivers of growth in Google Cloud Platform. As for the decrease in operating losses, this was mainly driven by growth in revenues. As of the end of 2022, Google Cloud is very close to reaching the 10% mark as a percentage of total revenues. Also, the total losses for the year are now about 50% of the losses experienced during 2020. It is still too early to speculate if Google Cloud will be profitable for 2023, however, it is quite possible that the business will breakeven within the next four quarters.</p><h3>Google Cloud Revenue and Operating Losses Trend</h3><p><img src=\"https://static.tigerbbs.com/55e64658922254640c814afc7834679b\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/>To finalize the Google Cloud discussion, I wanted to show the above graph so that readers can see the revenues and operating losses trends from the trailing 10 quarters. As it can be seen Google Cloud revenues have been steadily growing albeit at a slower rate during the last four quarters. It can also be seen that operating losses are volatile with some quarters experiencing higher losses than other, nonetheless the trend here is that losses are decreasing. Another interesting fact is that Google Cloud has generated revenues for GOOGL amounting to $52.8 billion during the last ten quarters, however operating losses have amounted to $8.5 billion during the same timeframe. On a final note, Google Cloud has not seen a double-digit growth rate on a quarter-on-quarter basis for four quarters now, of course with higher revenues this is more difficult to achieve. It will be interesting to see if growth rates can climb back to the rates it was experiencing two years ago.</p><h3>Comparing Amazon Web Services, Microsoft Intelligent Cloud and Google Cloud</h3><p>Throughout the article I have provided insights on how these three businesses have performed on a financial basis and compared their growth rates, operating income margins, etc. Saying these I believe there are a couple interesting topics to help compare these cloud providers. The first one being the global footprint these businesses have, as with a more extensive footprint they will be able to reach more customers around the globe. For example, a noticeable trait where MSFT clearly has a competitive advantage compared to AMZN and GOOGL is the extensive global footprint MSFT has. As mentioned earlier Microsoft Azure has 60 geographic regions globally, this is significantly bigger numbers than AMZN and GOOGL which both have half of the geographic regions MSFT enjoys of. This extensive global footprint by MSFT was probably a driver for acquiring more customers worldwide. AMZN is clearly trying to catch up, announcing investments in 15 more availability zones and 5 more AWS regions. We can expect Google Cloud to make similar investments in order not to fall behind.</p><p>Another great topic to discuss, is how these three companies are trying to get as many customers as possible, however it seems that the true gains that really move the needle are customers which are big companies. It is here where the cloud providers can derive significant bigger tickets and drive revenue growth. As an example, according to consultancy firm Contino, Netflix was said to be one of AMZN biggest spenders in the cloud with about $19 million back in 2020. A customer with this ticket size is really what moves the needle for these companies. As for MSFT, its biggest customer back in 2020 was Verizon with a ticket size of $80 million. Similarly, one of Google Cloud&#39;s biggest customers back in 2020 was NewsCorp deriving revenues of $41 million. Of course much has changed since 2020, however this can give a feel of how important big spenders are for these cloud providers.</p><p>Finally, these companies are also trying to consolidate the market by acquiring companies in the space. For example during 2022, both MSFT and GOOGL made significant acquisition to bolster their cloud businesses. MSFT closed its $19.6 billion acquisition of Nuance Communications, while GOOGL closed it $5.4 billion acquisition of Mandiant. It should not come as a surprise if we keep seeing news of cloud computing companies being captured by these three leaders in the space.</p><h3>Cloud Computing Market Outlook</h3><p>Based on the comparative analysis of these three companies, it&#39;s clear that both AMZN and MSFT will increasingly depend on their cloud businesses to accelerate their revenue growth and earnings. At the same time, GOOGL will try to bolster its cloud segment and seek to become profitable. Despite being the clear leaders in the space, these companies will face robust competition from companies of the likes of IBM, ORCL, CRM, BABA, TCEHY, BIDU, etc.</p><p>The pie will definitely get bigger with the global cloud computing market projected to reach over $1.2 trillion by 2027. From this, the Chinese cloud computing market alone is set to grow to $84 billion by 2026 and Asia Pacific as a whole is expected to reach $200 billion by 2024. In this region we have strong players such as BABA, TCEHY, BIDU and Huawei vying for market share, and of course we can expect these companies to try to expand their businesses all across the Asia Pacific region. Even though these companies are still relatively small compared to AMZN, GOOGL and MSFT, with time they can grow and start rivaling the US Giants.</p><h3>Conclusion</h3><p>This article is mainly focused on the three biggest companies in the space, but I hope it brought the readers not only a better understanding of how important cloud computing is to these companies but to all the companies in the space. The cloud computing market truly offers attractive investment opportunities, as things currently stand, I believe MSFT holds a strong competitive advantage compared to most of the companies in the space. The reasons for this are the stable and growing revenues experienced by MSFT cloud computing segment, its high operating margins constantly above 40% as well as its advantage due to its extensive global footprint. This does not mean MSFT is the only investment opportunity, but it provides a certain security factor compared to other companies in the space. I recommend that investors consider looking more deeply into companies in the cloud computing space and consider the potential of gaining exposure to this growing market.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha_fund","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>Comparing The Cloud Leaders: Amazon Web Services, Microsoft Intelligent Cloud, And Google Cloud</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\">\nComparing The Cloud Leaders: Amazon Web Services, Microsoft Intelligent Cloud, And Google Cloud\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-11 14:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4577229-comparing-cloud-leaders-amazon-aws-microsoft-cloud-azure-google-cloud><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe trailing twelve months combined revenues of Amazon, Microsoft and Alphabet in their respective cloud computing businesses amounted to a staggering $188.2 billion.The cloud computing market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4577229-comparing-cloud-leaders-amazon-aws-microsoft-cloud-azure-google-cloud\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","MSFT":"微软","AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4577229-comparing-cloud-leaders-amazon-aws-microsoft-cloud-azure-google-cloud","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152663957","content_text":"SummaryThe trailing twelve months combined revenues of Amazon, Microsoft and Alphabet in their respective cloud computing businesses amounted to a staggering $188.2 billion.The cloud computing market is clearly experiencing a slowdown as a result of companies tightening expenses due to the uncertain macroeconomic environment.Both Amazon and Microsoft have highly profitable cloud computing businesses while Google Cloud profitability remains an uncertainty.As a result of covering the top cloud computing companies in the market, I wanted to share with the readers at Seeking Alpha an overview of the cloud computing market and why I believe this space provides attractive investment opportunities. Readers can see that I have a buy rating on Amazon, Microsoft, and Alphabet. One of the main reasons for these ratings is their strong presence in the already sizeable and growing cloud computing market. Given this market is driven by the increasing demand of data storage and processing capabilities, the runway for growth is still considerable. Further to this, there is already solid data backing the stable revenues and high operating margins some companies in this space are able to achieve. This space is also changing some of the biggest companies in the world as a result of their cloud computing segments being their fastest growing segments and contributing to a sizable portion of their operating incomes. Furthermore, the cloud computing market has high barriers to entry with multi billion dollar investments needed in order to possess the scalability, efficiency, footprint, and capabilities to offer the best-in-class services. This results in significant competitive advantages for well-established technology companies such as AMZN, MSFT, and GOOGL. Let´s take a look into what really is cloud computing. I hope you enjoy the read!What is Cloud Computing?Let's start with the basics. What is cloud computing? Cloud computing is essentially a network of servers around the world acting as a huge hard drive. Before the cloud existed, companies and individuals needed to back up their information and data into external devices, meaning a different hard drive. Nowadays, all this information and data can be transferred into the cloud, making it much more efficient and convenient for companies and individuals. One of the main benefits of the cloud is the accessibility to data and information remotely from anywhere in world at any given time as long as you have an internet connection. Companies and individuals also do not have the constraint of having too little storage, as in the cloud you can essentially store all the data you want and need.Most of the cloud services offered are based on a subscription model meaning there is a monthly fee paid by customers. The beauty of this model for customers is that they are able to scale up or down their costs as they see fit. So, the more they use the cloud the more they will need to pay, while the less they use it the lower their costs will be.So, why do companies want to move to the cloud instead of managing their data on premises? Of course, the main reason is to save money. Instead of having to build and power their own data centers and pay employees to operate them, companies can instead save time and effort by simply paying a cloud provider for this service. This also gives companies flexibility. Given the cloud can be used as they see fit, they can use it more during certain months or less during quite times. This gives companies the flexibility to adjust to their own needs.How do cloud providers generate revenues?Cloud computing is and has been a booming market for about a decade now and is likely to continue growing. For reference the global cloud computing market is projected to reach over $1.2 trillion by 2027. As such companies of the likes of AMZN, MSFT and GOOGL are all vying for a piece of the market. But how do these companies generate revenues from the cloud? As previously explained, the cloud model is a subscription model where companies can choose to subscribe to various services and pay as they go, meaning they pay depending on the usage of the services. There are several ways cloud providers generate revenues from cloud services, going from data storage, data transfers, cyber security, etc. According to tech researcher Gartner (IT), MSFT and AMZN have the most complete ecosystems of software and partnerships with third-party software-as-a-service providers.Competitive LandscapeAt the moment it is clear that cloud computing is truly dominated by two companies, AMZN with its AWS business recording revenues during the trailing twelve months (“TTM”) of $80.1 billion and MSFT with its cloud segment recording TTM revenues of $81.8 billion. Nonetheless, there is a distant third making strides to become a worthy opponent to these cloud giants. I am talking about Alphabet, a company with its Google Cloud business that has doubled revenues within two years and shows no sign of stopping. Although at a very distant third, Google Cloud has just reported revenues during the last twelve months of $26.3 billion and experienced a 37% growth rate year on year. Although Google Cloud is still a third of the size compared to AWS or MSFT Intelligent Cloud segment, it should not be left out as a top competitor in the space.To understand why Google Cloud is a true competitor in the space, let´s take a look at AWS during 2018. At the end of 2018, AWS had very similar numbers to Google Cloud with revenues at approx. $26 billion showing growth rates of 50%. Yes, the growth rate was higher than Google Cloud's 37%, but it just goes to show that within 5 years, AWS was able to grow to $80 billion in revenues and $22.8 billion in operating income.Despite AMZN, MSFT and GOOGL being the top players in the market there are also other well-established companies vying for market share such as IBM (IBM), Oracle (ORCL), Salesforce (CRM), etc. At the other side of the ocean there are the Chinese tech giants Alibaba (BABA), Tencent (OTCPK:TCEHY), Baidu (BIDU) and Huawei competing for market share in the Chinese cloud computing market which is set to grow to $84 billion by 2026. Even though these companies are still relatively small in regards to cloud computing compared to AMZN, GOOGL and MSFT, with time they can grow and become serious contenders. Let's now take a look at the individual names and how they have performed!Amazon Web ServicesAWS was launched in 2006 seeing an explosive growth since then, generating revenues of $80 billion and operating income of $22.8 billion during 2022. AWS offers a variety of services including database, storage, web & mobile apps, machine learning, etc. According to Amazon, the number of active AWS users exceeds 1 million with customers such as Goldman Sachs, Disney, Samsung, Snapchat, etc.AWS keeps raking in big time customers, during the fourth quarter it added Yahoo Ad Tech, Brookfield Asset Management, Wallbox, American Family Insurance, etc. Further to this, AWS also launched new regions in Spain and Switzerland as well as a second region in India to continue expanding its infrastructure footprint. As of the end of 2022, AWS has 96 availability zones within 30 geographic regions globally, with announced plans to launch 15 more availability zones and 5 more AWS regions.From the table above, it can be seen that AWS increased revenues by 29% year-over-year to $80.1 billion. Despite AWS revenues only accounting for ~16% of AMZN total revenues AWS operating income which stood at $22.8 billion accounted for 100% of the company's operating income. Yes, you read that correctly, both North America and International segments recorded a loss during 2022 and AWS completely offset these losses due to its high profitability. To give another example during 2020 and 2021, AWS accounted for 74% and 59% of the company's total operating income. As you can see AMZN depends heavily on its cloud business for its growth.On a quarterly basis, AWS has seen a decrease on its growth rate to 20% from 40% during the fourth quarter of 2021. As it will be seen later in the article, both MSFT and GOOGL also experienced a slowdown in growth rates. Starting back in the middle of the third quarter of 2022, management started seeing growth rates slow as companies of all sizes looked into their cloud spending in response to the tough macroeconomic conditions. These optimization efforts continued into the fourth quarter and will most probably continue for next couple of quarters.Robust Yearly Growth ContinuesAWS was very close to double revenues within two years. During 2020 revenues stood at $45.3 billion, fast forward two years and we see revenues touching the $80 billion mark. With the market expected to continue growing to $1.2 trillion by 2027 and with AMZN investing in its global footprint, we could see AWS growing by tens of billions of dollars albeit at a slower growth rate than previous years.MSFT Intelligent CloudMicrosoft Azure was launched in 2010, however Microsoft Intelligent Cloud segment consists of other cloud services such as SQL Server, Windows Server, Visual Studio, among others. The Intelligent Cloud segment services include databases, data storage, artificial intelligence, networking, web and mobile apps, etc. Similarly to AMZN, MSFT has also seen explosive growth during the last decade with TTM revenues standing at $81.2 billion and a whopping operating income of $34.8 billion. MSFT enjoys of a cloud computing business that constantly generates a truly spectacular operating income margin above 40%.According to the company, in mid-2021 over 95 percent of Fortune 500 companies used Azure, it had over 145 million daily active users on Microsoft Teams, and over 250 thousand organizations using Microsoft Dynamics 365 and Microsoft Power Platform. Big name customers include T-Mobile, Bayer, L'Oreal, Walmart, etc.According to Dgtl Ingfra, at the end of 2022 Microsoft Azure had 60 geographic regions globally and 116 availability zones. This numbers are substantially higher than AWS and Google Cloud which combined have 64 geographic regions. This of course gives MSFT a competitive advantage regarding its reach to lure companies across the world towards its cloud services.Impact of MSFT Intelligent Cloud on Microsoft Overall BusinessMSFT Intelligent Cloud segment increased its revenues to $81.8 billion during the TTM. MSFT Intelligent Cloud segment is quite important for Microsoft but not critical as AWS is for AMZN. The Intelligent Cloud segment now accounts for 40% of the company's total revenues and for 42% of MSFT operating income. This should give MSFT shareholders a peace of mind as the business growth does not depend entirely on the cloud segment.During the last quarter, revenue increased 18%, here we can also see that the growth rate is slowing down and actually touched the teens for MSFT. However, it should be mentioned that in dollar terms the growth remained relatively flat at $3.2 billion compared to $3.6 billion during the same period last year. Further to this, during 2022 MSFT completed the acquisition of Nuance Communications. Nuance is a leader in conversational AI and ambient intelligence across industries including healthcare, financial services, retail, and telecommunications. This will help the Intelligent Cloud segment strengthen MSFT capabilities across these industries and should boost revenue growth during the coming quarters.Growth Continues with Operating Margin Holding UpMSFT fiscal year ends in June, as such we can compare the previous 3 years and the TTM results. With this information we can see that MSFT is very close to double revenues within 3 years. During FYE 2020 revenues stood at $48.4 billion, fast forward to the end of 2022 and we see revenues at $81 billion. I think it is very important to understand that we are talking about businesses which are about to touch the $100 billion mark and are still growing at very attractive growth rates. Albeit at a weaker rate, thanks to MSFT global footprint we should continue seeing this business growing and become an even more significant part of MSFT business as a whole.Google CloudGoogle Cloud was made available for customers at the end of 2011 and since then it has become the third largest cloud service provider globally generating revenues of $26.3 billion during 2022. Google Cloud services include databases, security, smart analytics, artificial intelligence, etc. According to Dgtl Infra, as of the end of 2022 Google Cloud has 34 regions and 103 availability zones in operation. These regions include United States, Americas, Europe, and Asia Pacific. Thanks to its global reach, Google Cloud has been able to land big name customers such as Airbus, Procter & Gamble, Carrefour, PayPal, Vodafone, Twitter, among others.Now, it is time to address the elephant in the room, even though Google Cloud is already a big business and growing at attractive rates, it remains unprofitable. This means that the business has been unprofitable for more than a decade. We could ask ourselves, how is it that a $26 billion revenue generating business continues to be unprofitable? Well, as management has mentioned during many investors calls it all comes down to spending money in order to make money. Specifically during the latest investor call management mentioned it keeps investing ahead of revenues, these investments are significant and keep the business from becoming profitable. Let's take a look at Google Cloud financials.Impact of Google Cloud on Alphabet Overall BusinessGoogle Cloud continues to increase its relevance for the company's top line, however it has not been able to reach the 10% mark as of yet and as of the latest quarter results, it continues to depress the company's overall operating income. Saying this, from the table above, we can clearly see that revenues keep increasing while operating losses continue to shrink. For example, if you compare the losses during the first quarter to the losses during the fourth quarter, these have shrunk by about 50%. Further to this, revenue keeps increasing at a very attractive rate, Google Cloud finished the 2022 year with a revenue increase of 37% compared to the previous year. Important to note that the growth rate experience by Google Cloud is above the growth rates achieved by AMZN and MSFT on yearly basis. Additionally, Google Cloud backlog continued to increase during the year, standing at $64.3 billion at the end of 2022. For reference Google Cloud backlog at the end of first quarter of 2022 stood at $50.5 billion.During the last quarter revenue increased 32%, again similarly to AMZN and MSFT, Google Cloud experienced a slowdown compared to the previous periods. Also similarly to MSFT, during 2022 management pursued an acquisition in order to boost the business. GOOGL completed the acquisition of Mandiant in Sept. 2022. Mandiant's dynamic cyber defense, threat intelligence and incident response services are expected to enhance Google Cloud's security offerings. Finally, the fact that Google Cloud has been able to double revenues and reduce operating losses by more than 60% should not go unnoticed. Even though these are still losses, the company is trending in the right direction.Growth Continues but so do Operating LossesGoogle Cloud revenues increased $7.1 billion from 2021 to 2022. This growth was primarily driven by Google Cloud Platform followed by Google Workspace offerings. Google Cloud's infrastructure and platform services were the largest drivers of growth in Google Cloud Platform. As for the decrease in operating losses, this was mainly driven by growth in revenues. As of the end of 2022, Google Cloud is very close to reaching the 10% mark as a percentage of total revenues. Also, the total losses for the year are now about 50% of the losses experienced during 2020. It is still too early to speculate if Google Cloud will be profitable for 2023, however, it is quite possible that the business will breakeven within the next four quarters.Google Cloud Revenue and Operating Losses TrendTo finalize the Google Cloud discussion, I wanted to show the above graph so that readers can see the revenues and operating losses trends from the trailing 10 quarters. As it can be seen Google Cloud revenues have been steadily growing albeit at a slower rate during the last four quarters. It can also be seen that operating losses are volatile with some quarters experiencing higher losses than other, nonetheless the trend here is that losses are decreasing. Another interesting fact is that Google Cloud has generated revenues for GOOGL amounting to $52.8 billion during the last ten quarters, however operating losses have amounted to $8.5 billion during the same timeframe. On a final note, Google Cloud has not seen a double-digit growth rate on a quarter-on-quarter basis for four quarters now, of course with higher revenues this is more difficult to achieve. It will be interesting to see if growth rates can climb back to the rates it was experiencing two years ago.Comparing Amazon Web Services, Microsoft Intelligent Cloud and Google CloudThroughout the article I have provided insights on how these three businesses have performed on a financial basis and compared their growth rates, operating income margins, etc. Saying these I believe there are a couple interesting topics to help compare these cloud providers. The first one being the global footprint these businesses have, as with a more extensive footprint they will be able to reach more customers around the globe. For example, a noticeable trait where MSFT clearly has a competitive advantage compared to AMZN and GOOGL is the extensive global footprint MSFT has. As mentioned earlier Microsoft Azure has 60 geographic regions globally, this is significantly bigger numbers than AMZN and GOOGL which both have half of the geographic regions MSFT enjoys of. This extensive global footprint by MSFT was probably a driver for acquiring more customers worldwide. AMZN is clearly trying to catch up, announcing investments in 15 more availability zones and 5 more AWS regions. We can expect Google Cloud to make similar investments in order not to fall behind.Another great topic to discuss, is how these three companies are trying to get as many customers as possible, however it seems that the true gains that really move the needle are customers which are big companies. It is here where the cloud providers can derive significant bigger tickets and drive revenue growth. As an example, according to consultancy firm Contino, Netflix was said to be one of AMZN biggest spenders in the cloud with about $19 million back in 2020. A customer with this ticket size is really what moves the needle for these companies. As for MSFT, its biggest customer back in 2020 was Verizon with a ticket size of $80 million. Similarly, one of Google Cloud's biggest customers back in 2020 was NewsCorp deriving revenues of $41 million. Of course much has changed since 2020, however this can give a feel of how important big spenders are for these cloud providers.Finally, these companies are also trying to consolidate the market by acquiring companies in the space. For example during 2022, both MSFT and GOOGL made significant acquisition to bolster their cloud businesses. MSFT closed its $19.6 billion acquisition of Nuance Communications, while GOOGL closed it $5.4 billion acquisition of Mandiant. It should not come as a surprise if we keep seeing news of cloud computing companies being captured by these three leaders in the space.Cloud Computing Market OutlookBased on the comparative analysis of these three companies, it's clear that both AMZN and MSFT will increasingly depend on their cloud businesses to accelerate their revenue growth and earnings. At the same time, GOOGL will try to bolster its cloud segment and seek to become profitable. Despite being the clear leaders in the space, these companies will face robust competition from companies of the likes of IBM, ORCL, CRM, BABA, TCEHY, BIDU, etc.The pie will definitely get bigger with the global cloud computing market projected to reach over $1.2 trillion by 2027. From this, the Chinese cloud computing market alone is set to grow to $84 billion by 2026 and Asia Pacific as a whole is expected to reach $200 billion by 2024. In this region we have strong players such as BABA, TCEHY, BIDU and Huawei vying for market share, and of course we can expect these companies to try to expand their businesses all across the Asia Pacific region. Even though these companies are still relatively small compared to AMZN, GOOGL and MSFT, with time they can grow and start rivaling the US Giants.ConclusionThis article is mainly focused on the three biggest companies in the space, but I hope it brought the readers not only a better understanding of how important cloud computing is to these companies but to all the companies in the space. The cloud computing market truly offers attractive investment opportunities, as things currently stand, I believe MSFT holds a strong competitive advantage compared to most of the companies in the space. The reasons for this are the stable and growing revenues experienced by MSFT cloud computing segment, its high operating margins constantly above 40% as well as its advantage due to its extensive global footprint. This does not mean MSFT is the only investment opportunity, but it provides a certain security factor compared to other companies in the space. I recommend that investors consider looking more deeply into companies in the cloud computing space and consider the potential of gaining exposure to this growing market.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073672783,"gmtCreate":1657340393242,"gmtModify":1676535995181,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073672783","repostId":"2249893579","repostType":4,"repost":{"id":"2249893579","pubTimestamp":1657337337,"share":"https://ttm.financial/m/news/2249893579?lang=&edition=fundamental","pubTime":"2022-07-09 11:28","market":"us","language":"en","title":"Nvidia: Time To Buy The King Of Data Centers","url":"https://stock-news.laohu8.com/highlight/detail?id=2249893579","media":"Seekingalpha","summary":"Nvidia Corporation's (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become it","content":"<html><head></head><body><p>Nvidia Corporation&#39;s (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become its largest segment, in its Q1 FY2023, growing robustly by 83% YoY. Based on the company’s breakdown of its data center business across 6 data center classes, we examined its product offering that caters to these customers and determined the outlook of its data center business segment as a whole.</p><p>Moreover, we looked into the company’s product offerings of its GPUs and software to offer the full stack for data centers and how it is integrating AI and software functionalities to build on its data center leadership.</p><p>As it recently introduced its Arm CPU products for data centers, we analyzed the Arm CPU market and the players within, and projected its share vs x86 processors. Based on this, we estimated the market opportunity for Nvidia and its revenue growth.</p><h2><b>Dominating Data Centers Across All 6 Classes</b></h2><p>Nvidia’s data center segment has become its largest segment accounting for 45% of revenues in Q1 FY2023 and had the highest growth CAGR of 73.8% in the past 5 years. Its computing platform consists of hardware and software such as GPUs, DPUs, interconnects and systems, CUDA programming model and software libraries. According to Nvidia’s CEO, the company listed 6 types of data center classes: supercomputing centers, enterprise computing data centers, hyperscalers, cloud computing and two new classes which are FactoryAI and edge data centers. In the table below, we compiled the different data center classes by their market sizes, forecast CAGR, location, applications, users, relative compute power and footprint.</p><table><tbody><tr><td><p><b>Data Center</b></p></td><td><p><b>Market Size ($ bln)</b></p></td><td><p><b>Market Forecast CAGR</b></p></td><td><p><b>Computer Power</b></p></td><td><p><b>Location</b></p></td><td><p><b>Footprint (&#39;size&#39;)</b></p></td><td><p><b>Types of Users/ Operators</b></p></td><td><p><b>Applications</b></p></td></tr><tr><td><p>Supercomputing Data Center</p></td><td><p>6.5</p></td><td><p>16.2%</p></td><td><p>Very High</p></td><td><p>Self-operated</p></td><td><p>Large</p></td><td><p>Governments, aerospace, petroleum, and automotive industries</p></td><td><p>HPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion research</p></td></tr><tr><td><p>Hyperscale Data Center</p></td><td><p>32.2</p></td><td><p>14.9%</p></td><td><p>High</p></td><td><p>Self-operated</p></td><td><p>Very Large</p></td><td><p>Large multinational companies, cloud service providers</p></td><td><p>Colocation, cryptography, genome processing, and 3D rendering</p></td></tr><tr><td><p>Enterprise Data Center</p></td><td><p>84.2</p></td><td><p>12.0%</p></td><td><p>Low</p></td><td><p>Self-operated</p></td><td><p>Medium</p></td><td><p>Enterprises (Various industries)</p></td><td><p>Company networks and systems (Various industries)</p></td></tr><tr><td><p>Cloud Computing Data Center</p></td><td><p>358.8</p></td><td><p>16.4%</p></td><td><p>High</p></td><td><p>Third-party</p></td><td><p>Very Large</p></td><td><p>Cloud service providers</p></td><td><p>Cloud-native application development, storage (IaaS), streaming, data analytics</p></td></tr><tr><td><p>Edge Data Center</p></td><td><p>7.9</p></td><td><p>17.0%</p></td><td><p>Medium</p></td><td><p>Third-party</p></td><td><p>Medium</p></td><td><p>Edge Data Center Companies, Telco, Healthcare</p></td><td><p>5G, AV, Telemedicine, data analytics,</p></td></tr><tr><td><p>Factory AI Data Center</p></td><td><p>2.3</p></td><td><p>47.9%</p></td><td><p>Medium</p></td><td><p>Self-operated</p></td><td><p>Low</p></td><td><p>Manufacturers</p></td><td><p>Supply Chain Optimization, Predictive Maintenance, Process Control</p></td></tr></tbody></table><p><i>Source: Research and Markets, Nvidia, Khaveen Investments</i></p><p>To illustrate the market sizes of each data center class, we compiled the market revenues and forecast CAGR of each data center class based on Research and Markets. Based on the table above, cloud computing is the largest ($359 bln) as it consists of major cloud service providers including AWS, Azure and Google Cloud. this is followed by Enterprise Data Centers. Overall, the combined market size of the 6 data center classes is worth around $491 bln. However, the new data center classes, Factory AI and edge data center, have the highest CAGR of 47.9% and 17% respectively.</p><h3><b>Supercomputing Data Center</b></h3><p>Firstly, supercomputing data centers which are computers with much higher computational capacities supporting intensive applications such as</p><blockquote>HPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion research.</blockquote><p>In 2021, Nvidia claimed that 70% of the TOP500 supercomputers in the world are powered by its accelerators and it&#39;s even higher at 90% for new systems. The company had remarkable growth in this area over the past 10 years from 34% share of the TOP500 systems in 2011. For example, the company’s GPUs power the fastest supercomputers in the U.S. and Europe like the Oak Ridge National Labs’ Summit, the world’s smartest supercomputer. The company has recently introduced its H100 GPUs based on its Hopper architecture which follows its A100 GPUs based on its Ampere architecture. Supercomputers are equipped with a large number of GPUs, previously Nvidia stated that 6 supercomputers used a total of 13,000 A100 GPUs.</p><h3><b>Enterprise Data Center</b></h3><p>Besides supercomputers, the company also targets enterprise systems. According to Cisco, compared to other types of data centers, enterprise data centers are built and operated by companies within their premises and optimized for their users to support their data and storage requirements by companies in various industries such as IT, financial services, and healthcare. However, in comparison, hyperscale data centers have higher compute capacities. Based on Nvidia, its NVIDIA-Certified System</p><blockquote>enable enterprises to confidently deploy hardware solutions that securely and optimally run their modern accelerated workloads.</blockquote><p>The company’s Nvidia-certified data center partners include the top server providers such as Lenovo (OTCPK:LNVGY), Fujitsu (OTCPK:FJTSF), Dell (DELL), Cisco (CSCO), and HPE (HPE), with a combined market share of over 38% of the server market based on the IDC. Also, the company introduced its EGX for enterprise as well as edge computing.</p><h3><b>Hyperscale Data Centers</b></h3><p>Moreover, Nvidia also targets hyperscale data centers which are massive facilities exceeding 5,000 servers and 10,000 square feet according to the IDC. They are “designed to support robust and scalable applications” due to their agility to scale up or down to meet customers’ demands by adding more computing power to their infrastructure. For example, companies which operate these facilities include Yahoo, Facebook (META), Microsoft (MSFT), Apple (AAPL), Google (GOOG, GOOGL) and Amazon (AMZN). According to Vertiv, there were more than 600 hyperscale data centers in 2021. Nvidia has “ready-to-use system reference designs” based on its GPUs such as its HGX product for hyperscale and supercomputing data centers.</p><h3><b>Cloud Computing </b></h3><p>Additionally, the company also underline cloud computing data centers, allowing customers and developers to leverage Nvidia’s hardware through the cloud to support applications such as advanced medical imaging, automated customer service, and cinematic-quality gaming. According to Microsoft, cloud computing is the delivery of computing services over the internet with services such as IaaS, PaaS and SaaS with use cases including creating cloud-native applications, streaming and data analytics. Besides that, Nvidia has partnerships with major cloud service providers including Amazon, the market leader in the cloud infrastructure market with a 33% market share in 2021 according to Canalys, trailed by Microsoft Azure, Google Cloud and Alibaba Cloud (BABA, OTCPK:BABAF). These cloud providers are also part of the company’s partner ecosystem.</p><blockquote>And now, with NVIDIA’s GPU-accelerated solutions available through all top cloud platforms, innovators everywhere can access massive computing power on demand and with ease. – Nvidia</blockquote><h3><b>AI Factory </b></h3><p>In addition to these 4 classes of data centers, the company also highlighted the first new data center class which is “AI Factory.” According to CEO Jensen Huang, manufacturers are becoming “intelligence manufacturers” processing and refining data. The company highlighted its GPU-accelerated computing for applications leveraging AI including Supply Chain Optimization, Predictive Maintenance and Process Control for operations optimization improved time-to-insight and lower cost. According to Nvidia’s CEO, the company highlighted 150,000 factories refining data, creating models and becoming intelligence manufacturers. The company has its AGX platform for autonomous machines. For example, one customer of the company is BMW which is using its hardware and software for its robotics and machinery.</p><blockquote>The idea is to equip BMW’s factory with all manner of Nvidia hardware. First, the company will use Nvidia’s DGX and Isaac simulation software to train and test the robots; Nvidia Quadro ray-tracing GPUs will render synthetic machine parts. – Nvidia CEO</blockquote><h3><b>Edge Data Center</b></h3><p>Lastly, the company also highlighted edge data centers which are smaller data centers that are closer to end-users for lower latency and greater speed benefits according to Nlyte Software. Nvidia highlighted that edge data centers span a wide range of applications such as “warehouse, retail stores, cities, public places, cars, robots”. Compared to cloud computing where data is sent from the edge to the cloud, edge computing refers to data computed right at the edge. The company’s EGX for enterprise and edge computing. Based on the company, its NVIDIA EGX and Jetson solutions</p><blockquote>accelerate the most powerful edge computing systems to power diverse applications, including industrial inspection, predictive maintenance, factory robotics, and autonomous machines.</blockquote><p>Furthermore, we updated our revenue projection for Nvidia’s data center segment in the table below from our previous analysis based on its data center revenue share of the total cloud market capex. To derive this, we forecasted the total cloud market capex based on our projection of the total cloud market from data volume growth forecasts.</p><table><tbody><tr><td><p><b>Volume of Data Worldwide</b></p></td><td><p><b>2017</b></p></td><td><p><b>2018</b></p></td><td><p><b>2019</b></p></td><td><p><b>2020</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td></tr><tr><td><p>Cloud Infrastructure Market Revenues ($ bln)</p></td><td><p>46.5</p></td><td><p>69</p></td><td><p>96</p></td><td><p>129.5</p></td><td><p>178.0</p></td><td><p>248.1</p></td><td><p>349.7</p></td><td><p>485.7</p></td><td><p>679.8</p></td><td><p>951.4</p></td></tr><tr><td><p>Cloud Infrastructure Market Revenue Growth %</p></td><td><p>45%</p></td><td><p>48%</p></td><td><p>39%</p></td><td><p>35%</p></td><td><p>37%</p></td><td><p>39%</p></td><td><p>41%</p></td><td><p>39%</p></td><td><p>40%</p></td><td><p>40%</p></td></tr><tr><td><p>Data Volume (ZB)</p></td><td><p>26</p></td><td><p>33</p></td><td><p>41</p></td><td><p>64.2</p></td><td><p>79</p></td><td><p>97</p></td><td><p>120</p></td><td><p>147</p></td><td><p>181</p></td><td><p>222.9</p></td></tr><tr><td><p>Data Volume Growth %</p></td><td><p>44%</p></td><td><p>27%</p></td><td><p>24%</p></td><td><p>57%</p></td><td><p>23%</p></td><td><p>23%</p></td><td><p>24%</p></td><td><p>23%</p></td><td><p>23%</p></td><td><p>23%</p></td></tr><tr><td><p>Total Market Capex (Adjusted)</p></td><td><p>54.3</p></td><td><p>82.8</p></td><td><p>88.0</p></td><td><p>125.7</p></td><td><p>163.9</p></td><td><p>209</p></td><td><p>271</p></td><td><p>344</p></td><td><p>442</p></td><td><p>567</p></td></tr><tr><td><p>Total Market Capex Growth %</p></td><td><p>30%</p></td><td><p>52%</p></td><td><p>6%</p></td><td><p>43%</p></td><td><p>30%</p></td><td><p>28%</p></td><td><p>29%</p></td><td><p>27%</p></td><td><p>28%</p></td><td><p>28%</p></td></tr><tr><td><p>Nvidia Data Center Share of Capex Spend</p></td><td><p>3.6%</p></td><td><p>3.5%</p></td><td><p>3.4%</p></td><td><p>5.3%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td></tr><tr><td><p><b>Nvidia Data Center Revenues</b></p></td><td><p><b>1.9</b></p></td><td><p><b>2.9</b></p></td><td><p><b>3.0</b></p></td><td><p><b>6.7</b></p></td><td><p><b>10.6</b></p></td><td><p><b>13.6</b></p></td><td><p><b>17.5</b></p></td><td><p><b>22.3</b></p></td><td><p><b>28.6</b></p></td><td><p><b>36.7</b></p></td></tr><tr><td><p><b>Nvidia Data Center Revenues Growth %</b></p></td><td><p><b>132.5%</b></p></td><td><p><b>51.8%</b></p></td><td><p><b>1.8%</b></p></td><td><p><b>124.5%</b></p></td><td><p><b>58.5%</b></p></td><td><p><b>27.7%</b></p></td><td><p><b>29.2%</b></p></td><td><p><b>27.3%</b></p></td><td><p><b>28.3%</b></p></td><td><p><b>28.3%</b></p></td></tr></tbody></table><p><i>Source: Nvidia, Company Data, Khaveen Investments </i></p><p>Overall, we believe the company’s data center segment outlook is supported by its presence across the 6 types of data centers underlined including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI. Besides a broad product portfolio catering to each data center class, the company also has partnerships with key customers such as major server vendors and cloud service providers. Based on our revenue projection, we derived an average revenue growth rate of 28.2% for its segment through 2026.</p><h2><b>Integrating Software and AI into Data Centers</b></h2><p>A data center consists of chips including GPU, central processing unit (CPU), and field-programmable gate array (FPGA) which are some of the commonly used data center chips according to imarc. According to the company, it highlighted the greater compute capabilities of GPUs used as accelerators in data centers running tens of thousands of threads compared to CPUs. According to Network World,</p><blockquote>GPUs are better suited than CPUs for handling many of the calculations required by AI and machine learning in enterprise data centers and hyperscaler networks.</blockquote><p>According to Ark Invest, CPUs comprised 83% of data center budgets in 2020 but were forecasted to decline to 40% by 2030 as GPUs become the dominant processor.</p><p>In its annual report, Nvidia claims to have a platform strategy that brings its hardware, software, algorithms and software libraries together. Furthermore, the company highlighted the introduction of its CUDA programming model which enabled its GPUs with parallel processing capabilities for intensive compute workloads such as deep learning and machine learning.</p><blockquote>With our introduction of the CUDA programming model in 2006, we opened the parallel processing capabilities of our GPU for general-purpose computing. This approach significantly accelerates the most demanding high-performance computing, or HPC, applications in fields such as aerospace, bioscience research, mechanical and fluid simulations, and energy exploration. Today, our GPUs and networking accelerate many of the fastest supercomputers across the world. In addition, the massively parallel compute architecture of our GPUs and associated software are well suited for deep learning and machine learning, powering the era of AI. While traditional CPU-based approaches no longer deliver advances on the pace described by Moore’s Law, we deliver GPU performance improvements on a pace ahead of Moore’s Law, giving the industry a path forward. – Nvidia 2022 Annual Report</blockquote><p></p><p><img src=\"https://static.tigerbbs.com/6b967b108b6c19a49afe2a462c51c98b\" tg-width=\"640\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia</p><p>In addition, as seen in the chart above, the company claims to provide a full stack of AI solutions. Besides its hardware, Nvidia has a collection of AI software solutions and development kits for customers and software developers including Clara Mionai, Riva, Maxine, Nemo and Merlin. Moreover, according to the company, it has</p><blockquote>over 450 NVIDIA AI libraries and software development kits to serve industries such as gaming, design, quantum computing, AI, 5G/6G, and robotics.</blockquote><p>Furthermore, its products support various AI software frameworks and software such as RAPIDS, TensorFlow and PyTorch. As Nvidia continued to build up its AI stack, the company’s patents had been steadily increasing since 2018 to 1,174 in 2021 based on Global Data. In comparison, AMD’s patents had also been rising since 2017 with a higher number of patents (1,795) while Intel’s patent filings had been declining but have the most number of patents (11,677).</p><p>Additionally, the company had introduced its standalone enterprise software offering including NVIDIA AI Enterprise which is $1,000 per node and has 25,000 enterprises already using its technology for AI. According to the company, it had a server installed base of 50 mln enterprises and a TAM of $150 bln for its Enterprise AI software based on its Investor Day Presentation. To determine the share of TAM we expect Nvidia to derive, we compared it against AMD and Intel in terms of its breadth of products, AI software integrations, GPU and CPU performance and price. We ranked the best company for each category with a weight of 0.5 followed by 0.3 for the second-best and 0.2 for the last company and calculated its average weight as our assumption for each company’s share of the TAM.</p><table><tbody><tr><td><p><b>Competitive Positioning</b></p></td><td><p><b>Nvidia</b></p></td><td><p><b>Intel</b></p></td><td><p><b>AMD</b></p></td></tr><tr><td><p>Number of products</p></td><td><p>7</p></td><td><p>5</p></td><td><p>4</p></td></tr><tr><td><p>Software AI Integrations</p></td><td><p>21</p></td><td><p>18</p></td><td><p>7</p></td></tr><tr><td><p>Average Data Center CPU Benchmark</p></td><td><p>N/A</p></td><td><p>34,237</p></td><td><p>76,308</p></td></tr><tr><td><p>Average Data Center CPU Price</p></td><td><p>N/A</p></td><td><p>$ 2,277</p></td><td><p>$ 3,843</p></td></tr><tr><td><p>GPU Performance (TFLOPS)</p></td><td><p>60</p></td><td><p>N/A</p></td><td><p>47.9</p></td></tr><tr><td><p>GPU Price</p></td><td><p>$36,405</p></td><td><p>N/A</p></td><td><p>$ 14,500</p></td></tr><tr><td><p><b>Competitive Positioning</b></p></td><td><p><b>Nvidia</b></p></td><td><p><b>Intel</b></p></td><td><p><b>AMD</b></p></td></tr><tr><td><p>Number of products</p></td><td><p>0.5</p></td><td><p>0.3</p></td><td><p>0.2</p></td></tr><tr><td><p>Software AI Integrations</p></td><td><p>0.5</p></td><td><p>0.3</p></td><td><p>0.2</p></td></tr><tr><td><p>Average Data Center CPU Benchmark</p></td><td><p>0.2</p></td><td><p>0.5</p></td><td><p>0.3</p></td></tr><tr><td><p>Average Data Center CPU Price</p></td><td><p>0.2</p></td><td><p>0.5</p></td><td><p>0.3</p></td></tr><tr><td><p>GPU Performance (TFLOPS)</p></td><td><p>0.5</p></td><td><p>0.2</p></td><td><p>0.3</p></td></tr><tr><td><p>GPU Price</p></td><td><p>0.3</p></td><td><p>0.2</p></td><td><p>0.5</p></td></tr><tr><td><p><b>Weights</b></p></td><td><p><b>0.37</b></p></td><td><p><b>0.33</b></p></td><td><p><b>0.30</b></p></td></tr></tbody></table><p><i>Source: Nvidia, Intel, AMD, WFTech, Khaveen Investments </i></p><p>Based on the table, Nvidia has the broadest product breadth between AMD (4) and Intel (5) with 7 products as the company product offerings include GPUs and DPUs as well as reference design systems such as AGX, HGX, EGX and DGX. Also, it is planning to introduce CPUs based on Arm architecture. In comparison, Intel follows behind with its portfolio of ASICs, FPGAs, GPUs, CPUs and Smart NICs while AMD has FPGAs (Xilinx), CPUs, GPUs and DPUs. Furthermore, by referring to these companies’ AI presentation pitch decks and websites, we found that Nvidia has the highest AI software integrations (21) with its broad collection as stated above in addition to its cloud deployment and infrastructure optimization including Nvidia GPU Operator, Network Operator, vGPU, MagnumIO, CUDA-AI and vSphere integration as part of its AI Enterprise package. As Nvidia’s CPU and Intel’s GPU have yet to launch, we ranked it as the lowest with N/A for our calculations.</p><p>In terms of hardware, we compared Intel and AMD data center CPUs from our previous analysis of Intel where we determined AMD’s performance advantage based on its higher benchmark score but with premium pricing compared to Intel. Additionally, we compared Nvidia’s H100 GPU based on its performance as measured by its TFLOPS specs with a higher maximum of 60 TFLOPS compared to AMD’s Instinct M250. Though, Nvidia’s GPU has a higher estimated price compared to AMD.</p><table><tbody><tr><td><p><b>Nvidia Enterprise AI Software Revenue ($ bln)</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td><td><p><b>2027F</b></p></td><td><p><b>2028F</b></p></td></tr><tr><td><p>Market TAM</p></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td><p>150</p></td></tr><tr><td><p>Nvidia Enterprise AI Software</p></td><td><p>0.03</p></td><td><p>0.1</p></td><td><p>0.2</p></td><td><p>0.7</p></td><td><p>2.0</p></td><td><p>6.1</p></td><td><p>18.3</p></td><td><p>55</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td></tr></tbody></table><p><i>Source: Nvidia, Khaveen Investments </i></p><p>Overall, we determined that Nvidia edged out Intel and AMD with the highest competitive positioning with an average weightage for Nvidia at 37% which we used as our assumption for its share of the Enterprise AI software TAM. Based on the company’s $150 bln TAM as highlighted from its Investor Day, we estimated its revenue opportunity to be $55 bln growing at a CAGR of 200% from 2021 (calculated based on its average cost of $1,000 and 25,000 existing customers) which we believe is not unreasonable given the expected rise of AI which could contribute $15.7 tln in economic output by 2030 according to PwC.</p><h2><b>$10 billion Arm CPU Opportunity in Data Centers</b></h2><p>Furthermore, the company had recently introduced its Arm-based Grace CPU for data centers. In terms of specifications, it features 144 CPU cores, 1TB/s LPDDR5X and is connected coherently over NVLink®-C2C. The company also announced that multiple hardware vendors, including ASUS (OTC:AKCPF), Foxconn Industrial Internet, GIGABYTE, QCT, Supermicro and Wiwynn will build Grace-based systems that will start shipping in H1 2023. Additionally, the company had previously secured the Swiss National Supercomputing Centre, which has a budget of around $25 mln (fulfills 8% of forecasted Nvidia CPU revenue in 2023), as a customer for its CPUs and GPUs to provide 20 exaflops of AI performance.</p><p>According to Omdia, 5% of servers shipped had Arm CPUs which is an increase compared to 2.5% in 2020. According to Softbank (OTCPK:SFTBY), the market share of Arm-based CPUs was forecasted to increase to 25% by 2028. We estimated the x86 data center CPU market size based on Intel’s DCG segment had revenues of $22.7 bln with a market share of 94.1% in 2021 based on Passmark. We then estimated the total data center CPU market size based on Arm’s market share of 5% by Omdia to derive the total data center CPU market which we forecasted to grow at a CAGR of 10.2% by 2028. Assuming the share of Arm CPUs increases to 25% by 2028 based on Softbank’s forecast, we derive the total Arm CPU market size of $12.5 bln in 2028.</p><table><tbody><tr><td><p><b>Arm CPU Market Projections ($ bln)</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td><td><p><b>2027F</b></p></td><td><p><b>2028F</b></p></td></tr><tr><td><p>x86 Data Center CPU share</p></td><td><p>95%</p></td><td><p>94%</p></td><td><p>92%</p></td><td><p>90%</p></td><td><p>87%</p></td><td><p>84%</p></td><td><p>80%</p></td><td><p>75%</p></td></tr><tr><td><p>Arm Data Center CPU Share</p></td><td><p>5%</p></td><td><p>6.3%</p></td><td><p>7.9%</p></td><td><p>10.0%</p></td><td><p>12.5%</p></td><td><p>15.8%</p></td><td><p>19.9%</p></td><td><p>25%</p></td></tr><tr><td><p>Arm Data Center CPU Share CAGR</p></td><td></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td></td></tr><tr><td><p>x86 Data Center CPU market size</p></td><td><p>24.1</p></td><td><p>26.2</p></td><td><p>28.4</p></td><td><p>30.6</p></td><td><p>32.8</p></td><td><p>34.8</p></td><td><p>36.4</p></td><td><p>37.6</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>8.7%</p></td><td><p>8.3%</p></td><td><p>7.8%</p></td><td><p>7.0%</p></td><td><p>6.1%</p></td><td><p>4.9%</p></td><td><p>3.1%</p></td></tr><tr><td><p>Arm Data Center CPU market size</p></td><td><p>1.3</p></td><td><p>1.8</p></td><td><p>2.4</p></td><td><p>3.4</p></td><td><p>4.7</p></td><td><p>6.5</p></td><td><p>9.0</p></td><td><p>12.5</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td></tr><tr><td><p><b>Total</b></p></td><td><p><b>25.4</b></p></td><td><p><b>28.0</b></p></td><td><p><b>30.8</b></p></td><td><p><b>34.0</b></p></td><td><p><b>37.4</b></p></td><td><p><b>41.3</b></p></td><td><p><b>45.5</b></p></td><td><p><b>50.1</b></p></td></tr><tr><td><p><b>Growth %</b></p></td><td></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td></tr></tbody></table><p><i>Source: Intel, Omdia, Softbank, BlueWeave Consulting, Khaveen Investments</i></p><p>Companies such as Amazon, Ampere and Huawei had been developing Arm-based CPUs for servers. However, Amazon Graviton processors and Huawei’s Kunpeng chips are used in their own data centers in comparison to Nvidia. Based on a comparison of their specifications against Nvidia, Nvidia’s CPU offer a superior core count (144) compared to Ampere Altra Max (128), Amazon Graviton3 (64) and Huawei Kunpeng 920 (64). In terms of product and software integration, according to Nvidia, the Grace CPU will support its HPC software development kit and a full suite of CUDA libraries.</p><table><tbody><tr><td><p><b>Nvidia Arm CPU Revenue ($ bln)</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td><td><p><b>2027F</b></p></td><td><p><b>2028F</b></p></td></tr><tr><td><p>Share of TAM</p></td><td><p>1%</p></td><td><p>4.8%</p></td><td><p>8.6%</p></td><td><p>12.4%</p></td><td><p>16.2%</p></td><td><p>20%</p></td></tr><tr><td><p>Nvidia CPU Revenue</p></td><td><p>0.31</p></td><td><p>1.63</p></td><td><p>3.22</p></td><td><p>5.12</p></td><td><p>7.37</p></td><td><p>10.02</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>429.0%</p></td><td><p>97.4%</p></td><td><p>58.9%</p></td><td><p>44.0%</p></td><td><p>36.0%</p></td></tr></tbody></table><p><i>Source: Khaveen Investments </i></p><p>All in all, we expect Nvidia’s introduction of its Arm CPU to support its data center segment growth as the company had already secured system hardware partners to build Grace CPU-based systems in H1 2023 and supercomputer customers. Additionally, we believe the company could be supported by its performance advantage with its 144 core CPU which is higher than its competitors as well as integrated with its other AI software.</p><p>To project Nvidia’s CPU revenue, we assumed its share to rise 20% of our estimated market size by 2028 from 1% in 2023 assuming it releases its CPU as planned. We based our assumption of a 20% market share as we believe it could be faced with not only competitors such as Ampere but also AMD as its CFO indicated that it could embrace Arm CPUs and already had used Arm cores in other products such as microcontrollers while Intel plans to make Arm-based chips with its foundry for customers. This translates to average revenue growth of 133.1% for the company.</p><h2><b>Risk: Competition from Intel</b></h2><p>In addition to competition from AMD, Nvidia could face greater competition as Intel introduced its data center GPUs. While Intel (INTC) has not established itself in the discrete GPU market despite leading the total GPU market with its integrated GPUs, we believe the company could pose a significant threat to Nvidia. This is because Intel dominated the data center CPU market with a 94% market share in 2021 based on PassMark. We believe this could provide Intel with an opportunity to leverage its relationships with key data center customers with cross-selling opportunities. That said, as covered in our previous analysis, we also expect Advanced Micro Devices (AMD) to gain market share against Intel with its performance competitive advantages from its CPU portfolio.</p><h2><b>Valuation</b></h2><p>We summarized our revenue projections for the company’s Data Center segment in the table below. Whereas for its other segments, we retained our projections based on our previous analysis. Compared to our previous analysis, our revised revenue projections have a higher average revenue growth forecast of 28.3% compared to 23.4% in our previous analysis driven by higher revenue growth in its Data Center segment at an average of 33.6% compared to 21.9% previously.</p><table><tbody><tr><td><p><b>Nvidia Revenue Projections ($ bln)</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td></tr><tr><td><p>Gaming</p></td><td><p>12,462</p></td><td><p>15,953</p></td><td><p>20,421</p></td><td><p>26,141</p></td><td><p>33,463</p></td></tr><tr><td><p>Professional Visualization</p></td><td><p>2,111</p></td><td><p>2,318</p></td><td><p>2,545</p></td><td><p>2,794</p></td><td><p>3,068</p></td></tr><tr><td><p>Data Center</p></td><td><p>10,613</p></td><td><p>13,632</p></td><td><p>18,051</p></td><td><p>24,606</p></td><td><p>33,858</p></td></tr><tr><td><p>Automotive</p></td><td><p>566</p></td><td><p>691</p></td><td><p>842</p></td><td><p>1,028</p></td><td><p>1,254</p></td></tr><tr><td><p>OEM and Other</p></td><td><p>1,162</p></td><td><p>1,162</p></td><td><p>1,162</p></td><td><p>1,162</p></td><td><p>1,162</p></td></tr><tr><td><p><b>Total</b></p></td><td><p><b>26,914</b></p></td><td><p><b>33,755</b></p></td><td><p><b>43,022</b></p></td><td><p><b>55,731</b></p></td><td><p><b>72,806</b></p></td></tr><tr><td><p><b>Growth %</b></p></td><td><p><b>61.4%</b></p></td><td><p><b>25.4%</b></p></td><td><p><b>27.5%</b></p></td><td><p><b>29.5%</b></p></td><td><p><b>30.6%</b></p></td></tr></tbody></table><p><i>Source: Nvidia, Khaveen Investments </i></p><p>We valued the company based on a DCF analysis as we continue to expect it to generate positive FCFs. We updated our terminal value of the average chipmaker EV/EBITDA to 18.44x from 23.9x previously.</p><p></p><p><img src=\"https://static.tigerbbs.com/e00c22eaa47730a579e234e710016b3b\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>SeekingAlpha, Khaveen Investments</p><p>Based on a discount rate of 13.3% (company’s WACC), our model shows its shares are undervalued by 99.58%.</p><p><img src=\"https://static.tigerbbs.com/60d370c61b912473ae428c795c9be999\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Khaveen Investments</p><h2><b>Verdict</b></h2><p>To conclude, we expect the company’s data center segment’s segment outlook to be supported by its presence across the 6 data center classes including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI with its broad hardware solutions and partnerships with key customers. Additionally, with its full stack of AI solutions, we expect the company to leverage its competitiveness to expand with its Enterprise AI software with an estimated revenue opportunity of $55 bln by 2028. Lastly, with the planned launch of its Arm CPU by 2023, we forecasted its revenue opportunity of $10 bln by 2028 based on a 20% market share assumption.</p><p>Overall, we revised our revenue growth projections for the company with a higher average of 28.3% compared to 23.4% previously driven by higher data center segment growth from 21.9% to 33.6%. However, we obtained a lower price target with a lower EV/EBITDA average of 18.44x from 23.4x previously as well as a higher discount rate. Though, Nvidia’s stock price had declined by 51% YTD which we believe presents an attractive upside for the company. Overall, we rate the company as a <i>Strong Buy</i> with a target price of <i>$289.85.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Time To Buy The King Of Data Centers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Time To Buy The King Of Data Centers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-09 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522089-nvidia-time-to-buy-the-king-of-data-centers><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation's (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become its largest segment, in its Q1 FY2023, growing robustly by 83% YoY. Based on the company’s breakdown ...</p>\n\n<a href=\"https://seekingalpha.com/article/4522089-nvidia-time-to-buy-the-king-of-data-centers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4522089-nvidia-time-to-buy-the-king-of-data-centers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249893579","content_text":"Nvidia Corporation's (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become its largest segment, in its Q1 FY2023, growing robustly by 83% YoY. Based on the company’s breakdown of its data center business across 6 data center classes, we examined its product offering that caters to these customers and determined the outlook of its data center business segment as a whole.Moreover, we looked into the company’s product offerings of its GPUs and software to offer the full stack for data centers and how it is integrating AI and software functionalities to build on its data center leadership.As it recently introduced its Arm CPU products for data centers, we analyzed the Arm CPU market and the players within, and projected its share vs x86 processors. Based on this, we estimated the market opportunity for Nvidia and its revenue growth.Dominating Data Centers Across All 6 ClassesNvidia’s data center segment has become its largest segment accounting for 45% of revenues in Q1 FY2023 and had the highest growth CAGR of 73.8% in the past 5 years. Its computing platform consists of hardware and software such as GPUs, DPUs, interconnects and systems, CUDA programming model and software libraries. According to Nvidia’s CEO, the company listed 6 types of data center classes: supercomputing centers, enterprise computing data centers, hyperscalers, cloud computing and two new classes which are FactoryAI and edge data centers. In the table below, we compiled the different data center classes by their market sizes, forecast CAGR, location, applications, users, relative compute power and footprint.Data CenterMarket Size ($ bln)Market Forecast CAGRComputer PowerLocationFootprint ('size')Types of Users/ OperatorsApplicationsSupercomputing Data Center6.516.2%Very HighSelf-operatedLargeGovernments, aerospace, petroleum, and automotive industriesHPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion researchHyperscale Data Center32.214.9%HighSelf-operatedVery LargeLarge multinational companies, cloud service providersColocation, cryptography, genome processing, and 3D renderingEnterprise Data Center84.212.0%LowSelf-operatedMediumEnterprises (Various industries)Company networks and systems (Various industries)Cloud Computing Data Center358.816.4%HighThird-partyVery LargeCloud service providersCloud-native application development, storage (IaaS), streaming, data analyticsEdge Data Center7.917.0%MediumThird-partyMediumEdge Data Center Companies, Telco, Healthcare5G, AV, Telemedicine, data analytics,Factory AI Data Center2.347.9%MediumSelf-operatedLowManufacturersSupply Chain Optimization, Predictive Maintenance, Process ControlSource: Research and Markets, Nvidia, Khaveen InvestmentsTo illustrate the market sizes of each data center class, we compiled the market revenues and forecast CAGR of each data center class based on Research and Markets. Based on the table above, cloud computing is the largest ($359 bln) as it consists of major cloud service providers including AWS, Azure and Google Cloud. this is followed by Enterprise Data Centers. Overall, the combined market size of the 6 data center classes is worth around $491 bln. However, the new data center classes, Factory AI and edge data center, have the highest CAGR of 47.9% and 17% respectively.Supercomputing Data CenterFirstly, supercomputing data centers which are computers with much higher computational capacities supporting intensive applications such asHPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion research.In 2021, Nvidia claimed that 70% of the TOP500 supercomputers in the world are powered by its accelerators and it's even higher at 90% for new systems. The company had remarkable growth in this area over the past 10 years from 34% share of the TOP500 systems in 2011. For example, the company’s GPUs power the fastest supercomputers in the U.S. and Europe like the Oak Ridge National Labs’ Summit, the world’s smartest supercomputer. The company has recently introduced its H100 GPUs based on its Hopper architecture which follows its A100 GPUs based on its Ampere architecture. Supercomputers are equipped with a large number of GPUs, previously Nvidia stated that 6 supercomputers used a total of 13,000 A100 GPUs.Enterprise Data CenterBesides supercomputers, the company also targets enterprise systems. According to Cisco, compared to other types of data centers, enterprise data centers are built and operated by companies within their premises and optimized for their users to support their data and storage requirements by companies in various industries such as IT, financial services, and healthcare. However, in comparison, hyperscale data centers have higher compute capacities. Based on Nvidia, its NVIDIA-Certified Systemenable enterprises to confidently deploy hardware solutions that securely and optimally run their modern accelerated workloads.The company’s Nvidia-certified data center partners include the top server providers such as Lenovo (OTCPK:LNVGY), Fujitsu (OTCPK:FJTSF), Dell (DELL), Cisco (CSCO), and HPE (HPE), with a combined market share of over 38% of the server market based on the IDC. Also, the company introduced its EGX for enterprise as well as edge computing.Hyperscale Data CentersMoreover, Nvidia also targets hyperscale data centers which are massive facilities exceeding 5,000 servers and 10,000 square feet according to the IDC. They are “designed to support robust and scalable applications” due to their agility to scale up or down to meet customers’ demands by adding more computing power to their infrastructure. For example, companies which operate these facilities include Yahoo, Facebook (META), Microsoft (MSFT), Apple (AAPL), Google (GOOG, GOOGL) and Amazon (AMZN). According to Vertiv, there were more than 600 hyperscale data centers in 2021. Nvidia has “ready-to-use system reference designs” based on its GPUs such as its HGX product for hyperscale and supercomputing data centers.Cloud Computing Additionally, the company also underline cloud computing data centers, allowing customers and developers to leverage Nvidia’s hardware through the cloud to support applications such as advanced medical imaging, automated customer service, and cinematic-quality gaming. According to Microsoft, cloud computing is the delivery of computing services over the internet with services such as IaaS, PaaS and SaaS with use cases including creating cloud-native applications, streaming and data analytics. Besides that, Nvidia has partnerships with major cloud service providers including Amazon, the market leader in the cloud infrastructure market with a 33% market share in 2021 according to Canalys, trailed by Microsoft Azure, Google Cloud and Alibaba Cloud (BABA, OTCPK:BABAF). These cloud providers are also part of the company’s partner ecosystem.And now, with NVIDIA’s GPU-accelerated solutions available through all top cloud platforms, innovators everywhere can access massive computing power on demand and with ease. – NvidiaAI Factory In addition to these 4 classes of data centers, the company also highlighted the first new data center class which is “AI Factory.” According to CEO Jensen Huang, manufacturers are becoming “intelligence manufacturers” processing and refining data. The company highlighted its GPU-accelerated computing for applications leveraging AI including Supply Chain Optimization, Predictive Maintenance and Process Control for operations optimization improved time-to-insight and lower cost. According to Nvidia’s CEO, the company highlighted 150,000 factories refining data, creating models and becoming intelligence manufacturers. The company has its AGX platform for autonomous machines. For example, one customer of the company is BMW which is using its hardware and software for its robotics and machinery.The idea is to equip BMW’s factory with all manner of Nvidia hardware. First, the company will use Nvidia’s DGX and Isaac simulation software to train and test the robots; Nvidia Quadro ray-tracing GPUs will render synthetic machine parts. – Nvidia CEOEdge Data CenterLastly, the company also highlighted edge data centers which are smaller data centers that are closer to end-users for lower latency and greater speed benefits according to Nlyte Software. Nvidia highlighted that edge data centers span a wide range of applications such as “warehouse, retail stores, cities, public places, cars, robots”. Compared to cloud computing where data is sent from the edge to the cloud, edge computing refers to data computed right at the edge. The company’s EGX for enterprise and edge computing. Based on the company, its NVIDIA EGX and Jetson solutionsaccelerate the most powerful edge computing systems to power diverse applications, including industrial inspection, predictive maintenance, factory robotics, and autonomous machines.Furthermore, we updated our revenue projection for Nvidia’s data center segment in the table below from our previous analysis based on its data center revenue share of the total cloud market capex. To derive this, we forecasted the total cloud market capex based on our projection of the total cloud market from data volume growth forecasts.Volume of Data Worldwide201720182019202020212022F2023F2024F2025F2026FCloud Infrastructure Market Revenues ($ bln)46.56996129.5178.0248.1349.7485.7679.8951.4Cloud Infrastructure Market Revenue Growth %45%48%39%35%37%39%41%39%40%40%Data Volume (ZB)26334164.27997120147181222.9Data Volume Growth %44%27%24%57%23%23%24%23%23%23%Total Market Capex (Adjusted)54.382.888.0125.7163.9209271344442567Total Market Capex Growth %30%52%6%43%30%28%29%27%28%28%Nvidia Data Center Share of Capex Spend3.6%3.5%3.4%5.3%6.5%6.5%6.5%6.5%6.5%6.5%Nvidia Data Center Revenues1.92.93.06.710.613.617.522.328.636.7Nvidia Data Center Revenues Growth %132.5%51.8%1.8%124.5%58.5%27.7%29.2%27.3%28.3%28.3%Source: Nvidia, Company Data, Khaveen Investments Overall, we believe the company’s data center segment outlook is supported by its presence across the 6 types of data centers underlined including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI. Besides a broad product portfolio catering to each data center class, the company also has partnerships with key customers such as major server vendors and cloud service providers. Based on our revenue projection, we derived an average revenue growth rate of 28.2% for its segment through 2026.Integrating Software and AI into Data CentersA data center consists of chips including GPU, central processing unit (CPU), and field-programmable gate array (FPGA) which are some of the commonly used data center chips according to imarc. According to the company, it highlighted the greater compute capabilities of GPUs used as accelerators in data centers running tens of thousands of threads compared to CPUs. According to Network World,GPUs are better suited than CPUs for handling many of the calculations required by AI and machine learning in enterprise data centers and hyperscaler networks.According to Ark Invest, CPUs comprised 83% of data center budgets in 2020 but were forecasted to decline to 40% by 2030 as GPUs become the dominant processor.In its annual report, Nvidia claims to have a platform strategy that brings its hardware, software, algorithms and software libraries together. Furthermore, the company highlighted the introduction of its CUDA programming model which enabled its GPUs with parallel processing capabilities for intensive compute workloads such as deep learning and machine learning.With our introduction of the CUDA programming model in 2006, we opened the parallel processing capabilities of our GPU for general-purpose computing. This approach significantly accelerates the most demanding high-performance computing, or HPC, applications in fields such as aerospace, bioscience research, mechanical and fluid simulations, and energy exploration. Today, our GPUs and networking accelerate many of the fastest supercomputers across the world. In addition, the massively parallel compute architecture of our GPUs and associated software are well suited for deep learning and machine learning, powering the era of AI. While traditional CPU-based approaches no longer deliver advances on the pace described by Moore’s Law, we deliver GPU performance improvements on a pace ahead of Moore’s Law, giving the industry a path forward. – Nvidia 2022 Annual ReportNvidiaIn addition, as seen in the chart above, the company claims to provide a full stack of AI solutions. Besides its hardware, Nvidia has a collection of AI software solutions and development kits for customers and software developers including Clara Mionai, Riva, Maxine, Nemo and Merlin. Moreover, according to the company, it hasover 450 NVIDIA AI libraries and software development kits to serve industries such as gaming, design, quantum computing, AI, 5G/6G, and robotics.Furthermore, its products support various AI software frameworks and software such as RAPIDS, TensorFlow and PyTorch. As Nvidia continued to build up its AI stack, the company’s patents had been steadily increasing since 2018 to 1,174 in 2021 based on Global Data. In comparison, AMD’s patents had also been rising since 2017 with a higher number of patents (1,795) while Intel’s patent filings had been declining but have the most number of patents (11,677).Additionally, the company had introduced its standalone enterprise software offering including NVIDIA AI Enterprise which is $1,000 per node and has 25,000 enterprises already using its technology for AI. According to the company, it had a server installed base of 50 mln enterprises and a TAM of $150 bln for its Enterprise AI software based on its Investor Day Presentation. To determine the share of TAM we expect Nvidia to derive, we compared it against AMD and Intel in terms of its breadth of products, AI software integrations, GPU and CPU performance and price. We ranked the best company for each category with a weight of 0.5 followed by 0.3 for the second-best and 0.2 for the last company and calculated its average weight as our assumption for each company’s share of the TAM.Competitive PositioningNvidiaIntelAMDNumber of products754Software AI Integrations21187Average Data Center CPU BenchmarkN/A34,23776,308Average Data Center CPU PriceN/A$ 2,277$ 3,843GPU Performance (TFLOPS)60N/A47.9GPU Price$36,405N/A$ 14,500Competitive PositioningNvidiaIntelAMDNumber of products0.50.30.2Software AI Integrations0.50.30.2Average Data Center CPU Benchmark0.20.50.3Average Data Center CPU Price0.20.50.3GPU Performance (TFLOPS)0.50.20.3GPU Price0.30.20.5Weights0.370.330.30Source: Nvidia, Intel, AMD, WFTech, Khaveen Investments Based on the table, Nvidia has the broadest product breadth between AMD (4) and Intel (5) with 7 products as the company product offerings include GPUs and DPUs as well as reference design systems such as AGX, HGX, EGX and DGX. Also, it is planning to introduce CPUs based on Arm architecture. In comparison, Intel follows behind with its portfolio of ASICs, FPGAs, GPUs, CPUs and Smart NICs while AMD has FPGAs (Xilinx), CPUs, GPUs and DPUs. Furthermore, by referring to these companies’ AI presentation pitch decks and websites, we found that Nvidia has the highest AI software integrations (21) with its broad collection as stated above in addition to its cloud deployment and infrastructure optimization including Nvidia GPU Operator, Network Operator, vGPU, MagnumIO, CUDA-AI and vSphere integration as part of its AI Enterprise package. As Nvidia’s CPU and Intel’s GPU have yet to launch, we ranked it as the lowest with N/A for our calculations.In terms of hardware, we compared Intel and AMD data center CPUs from our previous analysis of Intel where we determined AMD’s performance advantage based on its higher benchmark score but with premium pricing compared to Intel. Additionally, we compared Nvidia’s H100 GPU based on its performance as measured by its TFLOPS specs with a higher maximum of 60 TFLOPS compared to AMD’s Instinct M250. Though, Nvidia’s GPU has a higher estimated price compared to AMD.Nvidia Enterprise AI Software Revenue ($ bln)20212022F2023F2024F2025F2026F2027F2028FMarket TAM150Nvidia Enterprise AI Software0.030.10.20.72.06.118.355Growth %200%200%200%200%200%200%200%Source: Nvidia, Khaveen Investments Overall, we determined that Nvidia edged out Intel and AMD with the highest competitive positioning with an average weightage for Nvidia at 37% which we used as our assumption for its share of the Enterprise AI software TAM. Based on the company’s $150 bln TAM as highlighted from its Investor Day, we estimated its revenue opportunity to be $55 bln growing at a CAGR of 200% from 2021 (calculated based on its average cost of $1,000 and 25,000 existing customers) which we believe is not unreasonable given the expected rise of AI which could contribute $15.7 tln in economic output by 2030 according to PwC.$10 billion Arm CPU Opportunity in Data CentersFurthermore, the company had recently introduced its Arm-based Grace CPU for data centers. In terms of specifications, it features 144 CPU cores, 1TB/s LPDDR5X and is connected coherently over NVLink®-C2C. The company also announced that multiple hardware vendors, including ASUS (OTC:AKCPF), Foxconn Industrial Internet, GIGABYTE, QCT, Supermicro and Wiwynn will build Grace-based systems that will start shipping in H1 2023. Additionally, the company had previously secured the Swiss National Supercomputing Centre, which has a budget of around $25 mln (fulfills 8% of forecasted Nvidia CPU revenue in 2023), as a customer for its CPUs and GPUs to provide 20 exaflops of AI performance.According to Omdia, 5% of servers shipped had Arm CPUs which is an increase compared to 2.5% in 2020. According to Softbank (OTCPK:SFTBY), the market share of Arm-based CPUs was forecasted to increase to 25% by 2028. We estimated the x86 data center CPU market size based on Intel’s DCG segment had revenues of $22.7 bln with a market share of 94.1% in 2021 based on Passmark. We then estimated the total data center CPU market size based on Arm’s market share of 5% by Omdia to derive the total data center CPU market which we forecasted to grow at a CAGR of 10.2% by 2028. Assuming the share of Arm CPUs increases to 25% by 2028 based on Softbank’s forecast, we derive the total Arm CPU market size of $12.5 bln in 2028.Arm CPU Market Projections ($ bln)20212022F2023F2024F2025F2026F2027F2028Fx86 Data Center CPU share95%94%92%90%87%84%80%75%Arm Data Center CPU Share5%6.3%7.9%10.0%12.5%15.8%19.9%25%Arm Data Center CPU Share CAGR25.8%25.8%25.8%25.8%25.8%25.8%x86 Data Center CPU market size24.126.228.430.632.834.836.437.6Growth %8.7%8.3%7.8%7.0%6.1%4.9%3.1%Arm Data Center CPU market size1.31.82.43.44.76.59.012.5Growth %38.7%38.7%38.7%38.7%38.7%38.7%38.7%Total25.428.030.834.037.441.345.550.1Growth %10.20%10.20%10.20%10.20%10.20%10.20%10.20%Source: Intel, Omdia, Softbank, BlueWeave Consulting, Khaveen InvestmentsCompanies such as Amazon, Ampere and Huawei had been developing Arm-based CPUs for servers. However, Amazon Graviton processors and Huawei’s Kunpeng chips are used in their own data centers in comparison to Nvidia. Based on a comparison of their specifications against Nvidia, Nvidia’s CPU offer a superior core count (144) compared to Ampere Altra Max (128), Amazon Graviton3 (64) and Huawei Kunpeng 920 (64). In terms of product and software integration, according to Nvidia, the Grace CPU will support its HPC software development kit and a full suite of CUDA libraries.Nvidia Arm CPU Revenue ($ bln)2023F2024F2025F2026F2027F2028FShare of TAM1%4.8%8.6%12.4%16.2%20%Nvidia CPU Revenue0.311.633.225.127.3710.02Growth %429.0%97.4%58.9%44.0%36.0%Source: Khaveen Investments All in all, we expect Nvidia’s introduction of its Arm CPU to support its data center segment growth as the company had already secured system hardware partners to build Grace CPU-based systems in H1 2023 and supercomputer customers. Additionally, we believe the company could be supported by its performance advantage with its 144 core CPU which is higher than its competitors as well as integrated with its other AI software.To project Nvidia’s CPU revenue, we assumed its share to rise 20% of our estimated market size by 2028 from 1% in 2023 assuming it releases its CPU as planned. We based our assumption of a 20% market share as we believe it could be faced with not only competitors such as Ampere but also AMD as its CFO indicated that it could embrace Arm CPUs and already had used Arm cores in other products such as microcontrollers while Intel plans to make Arm-based chips with its foundry for customers. This translates to average revenue growth of 133.1% for the company.Risk: Competition from IntelIn addition to competition from AMD, Nvidia could face greater competition as Intel introduced its data center GPUs. While Intel (INTC) has not established itself in the discrete GPU market despite leading the total GPU market with its integrated GPUs, we believe the company could pose a significant threat to Nvidia. This is because Intel dominated the data center CPU market with a 94% market share in 2021 based on PassMark. We believe this could provide Intel with an opportunity to leverage its relationships with key data center customers with cross-selling opportunities. That said, as covered in our previous analysis, we also expect Advanced Micro Devices (AMD) to gain market share against Intel with its performance competitive advantages from its CPU portfolio.ValuationWe summarized our revenue projections for the company’s Data Center segment in the table below. Whereas for its other segments, we retained our projections based on our previous analysis. Compared to our previous analysis, our revised revenue projections have a higher average revenue growth forecast of 28.3% compared to 23.4% in our previous analysis driven by higher revenue growth in its Data Center segment at an average of 33.6% compared to 21.9% previously.Nvidia Revenue Projections ($ bln)20212022F2023F2024F2025FGaming12,46215,95320,42126,14133,463Professional Visualization2,1112,3182,5452,7943,068Data Center10,61313,63218,05124,60633,858Automotive5666918421,0281,254OEM and Other1,1621,1621,1621,1621,162Total26,91433,75543,02255,73172,806Growth %61.4%25.4%27.5%29.5%30.6%Source: Nvidia, Khaveen Investments We valued the company based on a DCF analysis as we continue to expect it to generate positive FCFs. We updated our terminal value of the average chipmaker EV/EBITDA to 18.44x from 23.9x previously.SeekingAlpha, Khaveen InvestmentsBased on a discount rate of 13.3% (company’s WACC), our model shows its shares are undervalued by 99.58%.Khaveen InvestmentsVerdictTo conclude, we expect the company’s data center segment’s segment outlook to be supported by its presence across the 6 data center classes including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI with its broad hardware solutions and partnerships with key customers. Additionally, with its full stack of AI solutions, we expect the company to leverage its competitiveness to expand with its Enterprise AI software with an estimated revenue opportunity of $55 bln by 2028. Lastly, with the planned launch of its Arm CPU by 2023, we forecasted its revenue opportunity of $10 bln by 2028 based on a 20% market share assumption.Overall, we revised our revenue growth projections for the company with a higher average of 28.3% compared to 23.4% previously driven by higher data center segment growth from 21.9% to 33.6%. However, we obtained a lower price target with a lower EV/EBITDA average of 18.44x from 23.4x previously as well as a higher discount rate. Though, Nvidia’s stock price had declined by 51% YTD which we believe presents an attractive upside for the company. Overall, we rate the company as a Strong Buy with a target price of $289.85.","news_type":1},"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059565543,"gmtCreate":1654396479782,"gmtModify":1676535441756,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059565543","repostId":"9059676864","repostType":1,"repost":{"id":9059676864,"gmtCreate":1654381173458,"gmtModify":1676535436883,"author":{"id":"3574572626557999","authorId":"3574572626557999","name":"Daveforceone","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574572626557999","authorIdStr":"3574572626557999"},"themes":[],"htmlText":"The stock market may try to regain its footing in the next few sessions, even as a fresh inflation report looms large at the end of the week.Stocks struggled to move forward in the past week. With Friday’s sell-off, the major indexes closed out the four-day period with losses. That was disappointing to investors looking for a similar upside to the week before Memorial Day during which the S&amp;P 500 gained about 6.5%.While the S&amp;P 500 briefly dipped into a bear market on May 20, it has not closed with a 20% decline from its high. However, Sonders said the current situation is the equivalent of a bear market, based on the sharp declines in individual stocks.","listText":"The stock market may try to regain its footing in the next few sessions, even as a fresh inflation report looms large at the end of the week.Stocks struggled to move forward in the past week. With Friday’s sell-off, the major indexes closed out the four-day period with losses. That was disappointing to investors looking for a similar upside to the week before Memorial Day during which the S&amp;P 500 gained about 6.5%.While the S&amp;P 500 briefly dipped into a bear market on May 20, it has not closed with a 20% decline from its high. However, Sonders said the current situation is the equivalent of a bear market, based on the sharp declines in individual stocks.","text":"The stock market may try to regain its footing in the next few sessions, even as a fresh inflation report looms large at the end of the week.Stocks struggled to move forward in the past week. With Friday’s sell-off, the major indexes closed out the four-day period with losses. That was disappointing to investors looking for a similar upside to the week before Memorial Day during which the S&P 500 gained about 6.5%.While the S&P 500 briefly dipped into a bear market on May 20, it has not closed with a 20% decline from its high. However, Sonders said the current situation is the equivalent of a bear market, based on the sharp declines in individual stocks.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059676864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059562618,"gmtCreate":1654396376334,"gmtModify":1676535441727,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059562618","repostId":"2240732040","repostType":4,"repost":{"id":"2240732040","pubTimestamp":1654409668,"share":"https://ttm.financial/m/news/2240732040?lang=&edition=fundamental","pubTime":"2022-06-05 14:14","market":"us","language":"en","title":"Down More Than 30%: 3 Top Nasdaq Growth Stocks to Buy in June","url":"https://stock-news.laohu8.com/highlight/detail?id=2240732040","media":"Motley Fool","summary":"These beaten-down stocks stand out as fantastic buys this month.","content":"<html><head></head><body><p>Facing a weaker economy, rising interest rates, and other destabilizing market forces, investors generally have been shifting their portfolios away from growth stocks. The growth-heavy <b>Nasdaq Composite</b> index has fallen by roughly 25% from the peak it hit last year, and there&#39;s a good chance your portfolio is feeling the squeeze.</p><p>The market is undeniably shaky right now, but the volatility has also created opportunities to invest in top companies at amazing discounts. With that in mind, we asked a trio of Motley Fool contributors to identify which stocks they viewed as most worth pouncing on at today&#39;s prices. From where they sit, <b>Starbucks</b>, <b>Airbnb</b>, and <b>Netflix</b> look like some of the best beaten-down growth stocks you can buy right now.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fd36c482fa49b5c4ef7981c03aff83f\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Take a summertime sip from this beverage behemoth</h2><p><b>Daniel Foelber (Starbucks):</b> Starbucks, both as a company and a stock, is undergoing a makeover. The company&#39;s early growth was powered by its proliferation of the espresso/internet café business model. But today, that model is widespread and gives Starbucks few competitive advantages over locally owned coffee shops that offer comparable products with arguably better atmospheres. However, the coffee giant has more than 27 million Starbucks Rewards members and generates 75% of its sales from mobile orders, deliveries, and drive-thru customers. That gives Starbucks a major leg up over competitors large and small.</p><p>To grow its grab-and-go ordering infrastructure, Starbucks needs investment capital. And that means fewer stock buybacks. When former CEO Howard Schultz stepped back in as interim CEO in early April, he immediately suspended what would have been the largest share buyback program in the company&#39;s history in favor of investing in the core business. It&#39;s a bit of a gamble, as Starbucks will need to prove that it can allocate capital in a way that benefits shareholders more than directly buying back stock would. But Starbucks returns capital in ways other than buybacks.</p><p>Unlike many growth stocks, Starbucks pays a sizable dividend. At the current share price, that payout offers a 2.5% yield, and management has raised the dividend for 11 consecutive years. And while the company cut its share repurchase program, there has been no suggestion that it will alter its pattern of dividend hikes. Starbucks typically announces a dividend raise of $0.04 or $0.05 per share per quarter in August or September. So if we don&#39;t hear anything from Starbucks when it reports fiscal Q3 2022 earnings in a couple of months, that would be cause for concern. But for now, more dividend raises appear to still be in the cards.</p><p>The next growth chapter for Starbucks looks like a massive global market opportunity. Yet the stock is down 40% from its all-time high and trading at a price-to-earnings ratio of 20.5. Throw in the appealing dividend, and this looks like a great opportunity to add a name-brand company to your portfolio that will pay off for decades.</p><h2>Use the market&#39;s skittishness to buy this travel leader</h2><p><b>Keith Noonan (Airbnb): </b>Many of the market&#39;s biggest losers in recent months had previously been riding performance tailwinds stemming from pandemic conditions. Software, entertainment, and communications companies that experienced surging engagement when people were making their most intense social distancing efforts now face difficult performance comparisons as our behaviors shift back toward their pre-pandemic norms.</p><p>That&#39;s all coming in conjunction with multiple compression for the market at large, which has led to some brutal stock price declines.</p><p>Meanwhile, Airbnb has actually seen its business surge as social distancing and travel restrictions have eased, but the company&#39;s stock has still participated in the stark pullback for growth stocks at large. The short-term rental specialist&#39;s share price is down 30% year to date and off 46% from its high. Yet its business and long-term outlook have never looked stronger.</p><p>Airbnb&#39;s revenue surged by roughly 70% year over year in the first quarter to $1.51 billion, and its adjusted loss of $0.03 per share was far better than the average analyst estimate for a loss of $0.29 per share. Accounting for seasonality, the business will almost certainly post a substantial profit this year, and with the shares trading at roughly 43 times this year&#39;s expected earnings, they look attractively valued -- particularly given the strength of the growth underway.</p><p>The travel industry remains poised for long-term expansion, and Airbnb looks well-positioned to take advantage of the unfolding digital-transformation and work-from-anywhere trends. With the company posting stellar pandemic-rebound performances, its substantial valuation decline looks to be a case of the baby being thrown out with the bathwater. The stock&#39;s risk-reward profile is very attractive, and I think investors who take a buy-and-hold approach will bank fantastic returns.</p><h2>Netflix is down, but certainly not out</h2><p><b>James Brumley</b> <b>(Netflix):</b> I completely understand why Netflix shares have been up-ended this year. This company is not only the biggest and best-known name in video streaming, it arguably created the entire industry. Serious competition has been building since late 2019, but we&#39;ve never really seen Netflix struggle to maintain its historical growth pace -- until now. In part due to the impact of alternatives like HBO Max and <b>Walt Disney</b>&#39;s (DIS -1.98%) Disney+, Netflix is suddenly experiencing a growth stall that was once unthinkable.</p><p>However, the stock is down by more than 70% from November&#39;s high, and I don&#39;t think it&#39;s a stretch to say that the sellers have overshot their target.</p><p>For instance, the market is not pricing the looming launch of a cheaper, ad-supported service into Netflix shares. Co-CEO Reed Hastings initially floated that idea back in April as something the company would &#34;figure out over the next year or two.&#34; Now, the rumors say the schedule has been accelerated, and suggest it could launch as soon as October.</p><p>And we know the ad-supported model works. Most subscribers to Disney&#39;s Hulu service take the option with commercials, and the bulk of HBO Max&#39;s most recent growth seems to coincide with last June&#39;s launch of an ad-supported tier. Disney is also developing an advertising-backed version of Disney+ that&#39;s slated to debut before the end of this year. These options are important to increasingly cost-conscious consumers, and I see no reason Netflix won&#39;t be able to rekindle its growth by jumping on the bandwagon. I wouldn&#39;t be at all surprised if its results from doing so are even better than expected. If they are, the stock&#39;s recent weakness will look, in retrospect, like an even stronger buying opportunity.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down More Than 30%: 3 Top Nasdaq Growth Stocks to Buy in June</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\">\nDown More Than 30%: 3 Top Nasdaq Growth Stocks to Buy in June\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-05 14:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/04/down-more-than-30-3-top-nasdaq-growth-stocks-to-bu/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Facing a weaker economy, rising interest rates, and other destabilizing market forces, investors generally have been shifting their portfolios away from growth stocks. The growth-heavy Nasdaq ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/04/down-more-than-30-3-top-nasdaq-growth-stocks-to-bu/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","SBUX":"星巴克","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2022/06/04/down-more-than-30-3-top-nasdaq-growth-stocks-to-bu/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240732040","content_text":"Facing a weaker economy, rising interest rates, and other destabilizing market forces, investors generally have been shifting their portfolios away from growth stocks. The growth-heavy Nasdaq Composite index has fallen by roughly 25% from the peak it hit last year, and there's a good chance your portfolio is feeling the squeeze.The market is undeniably shaky right now, but the volatility has also created opportunities to invest in top companies at amazing discounts. With that in mind, we asked a trio of Motley Fool contributors to identify which stocks they viewed as most worth pouncing on at today's prices. From where they sit, Starbucks, Airbnb, and Netflix look like some of the best beaten-down growth stocks you can buy right now.Image source: Getty Images.Take a summertime sip from this beverage behemothDaniel Foelber (Starbucks): Starbucks, both as a company and a stock, is undergoing a makeover. The company's early growth was powered by its proliferation of the espresso/internet café business model. But today, that model is widespread and gives Starbucks few competitive advantages over locally owned coffee shops that offer comparable products with arguably better atmospheres. However, the coffee giant has more than 27 million Starbucks Rewards members and generates 75% of its sales from mobile orders, deliveries, and drive-thru customers. That gives Starbucks a major leg up over competitors large and small.To grow its grab-and-go ordering infrastructure, Starbucks needs investment capital. And that means fewer stock buybacks. When former CEO Howard Schultz stepped back in as interim CEO in early April, he immediately suspended what would have been the largest share buyback program in the company's history in favor of investing in the core business. It's a bit of a gamble, as Starbucks will need to prove that it can allocate capital in a way that benefits shareholders more than directly buying back stock would. But Starbucks returns capital in ways other than buybacks.Unlike many growth stocks, Starbucks pays a sizable dividend. At the current share price, that payout offers a 2.5% yield, and management has raised the dividend for 11 consecutive years. And while the company cut its share repurchase program, there has been no suggestion that it will alter its pattern of dividend hikes. Starbucks typically announces a dividend raise of $0.04 or $0.05 per share per quarter in August or September. So if we don't hear anything from Starbucks when it reports fiscal Q3 2022 earnings in a couple of months, that would be cause for concern. But for now, more dividend raises appear to still be in the cards.The next growth chapter for Starbucks looks like a massive global market opportunity. Yet the stock is down 40% from its all-time high and trading at a price-to-earnings ratio of 20.5. Throw in the appealing dividend, and this looks like a great opportunity to add a name-brand company to your portfolio that will pay off for decades.Use the market's skittishness to buy this travel leaderKeith Noonan (Airbnb): Many of the market's biggest losers in recent months had previously been riding performance tailwinds stemming from pandemic conditions. Software, entertainment, and communications companies that experienced surging engagement when people were making their most intense social distancing efforts now face difficult performance comparisons as our behaviors shift back toward their pre-pandemic norms.That's all coming in conjunction with multiple compression for the market at large, which has led to some brutal stock price declines.Meanwhile, Airbnb has actually seen its business surge as social distancing and travel restrictions have eased, but the company's stock has still participated in the stark pullback for growth stocks at large. The short-term rental specialist's share price is down 30% year to date and off 46% from its high. Yet its business and long-term outlook have never looked stronger.Airbnb's revenue surged by roughly 70% year over year in the first quarter to $1.51 billion, and its adjusted loss of $0.03 per share was far better than the average analyst estimate for a loss of $0.29 per share. Accounting for seasonality, the business will almost certainly post a substantial profit this year, and with the shares trading at roughly 43 times this year's expected earnings, they look attractively valued -- particularly given the strength of the growth underway.The travel industry remains poised for long-term expansion, and Airbnb looks well-positioned to take advantage of the unfolding digital-transformation and work-from-anywhere trends. With the company posting stellar pandemic-rebound performances, its substantial valuation decline looks to be a case of the baby being thrown out with the bathwater. The stock's risk-reward profile is very attractive, and I think investors who take a buy-and-hold approach will bank fantastic returns.Netflix is down, but certainly not outJames Brumley (Netflix): I completely understand why Netflix shares have been up-ended this year. This company is not only the biggest and best-known name in video streaming, it arguably created the entire industry. Serious competition has been building since late 2019, but we've never really seen Netflix struggle to maintain its historical growth pace -- until now. In part due to the impact of alternatives like HBO Max and Walt Disney's (DIS -1.98%) Disney+, Netflix is suddenly experiencing a growth stall that was once unthinkable.However, the stock is down by more than 70% from November's high, and I don't think it's a stretch to say that the sellers have overshot their target.For instance, the market is not pricing the looming launch of a cheaper, ad-supported service into Netflix shares. Co-CEO Reed Hastings initially floated that idea back in April as something the company would \"figure out over the next year or two.\" Now, the rumors say the schedule has been accelerated, and suggest it could launch as soon as October.And we know the ad-supported model works. Most subscribers to Disney's Hulu service take the option with commercials, and the bulk of HBO Max's most recent growth seems to coincide with last June's launch of an ad-supported tier. Disney is also developing an advertising-backed version of Disney+ that's slated to debut before the end of this year. These options are important to increasingly cost-conscious consumers, and I see no reason Netflix won't be able to rekindle its growth by jumping on the bandwagon. I wouldn't be at all surprised if its results from doing so are even better than expected. If they are, the stock's recent weakness will look, in retrospect, like an even stronger buying opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059847912,"gmtCreate":1654342615336,"gmtModify":1676535433919,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059847912","repostId":"2240224327","repostType":4,"repost":{"id":"2240224327","pubTimestamp":1654326815,"share":"https://ttm.financial/m/news/2240224327?lang=&edition=fundamental","pubTime":"2022-06-04 15:13","market":"us","language":"en","title":"2 Dividend Kings to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2240224327","media":"Motley Fool","summary":"These two healthcare companies have been around a long time.","content":"<html><head></head><body><p>Dividend stocks aren&#39;t just for investors looking for a reliable passive income stream. Companies that have a habit of rewarding their shareholders with increasing payouts often have solid businesses that generate growing revenue and profits. That&#39;s probably one reason why dividend stocks have historically outperformed their non-dividend-paying counterparts.</p><p>And in the universe of dividend companies, the so-called Dividend Kings -- companies that have raised their payouts for at least 50 consecutive years -- reign supreme. Let&#39;s look at two Dividend Kings worth buying now and holding onto forever: <a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a> and <a href=\"https://laohu8.com/S/ABT\">Abbott Laboratories</a>.</p><p><img src=\"https://static.tigerbbs.com/cfd827595e8b5437d430e2d2e862ebef\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>JNJ Total Return Level data by YCharts</p><h3>1. <a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a></h3><p>Johnson &amp; Johnson has been a leader in the pharmaceutical industry for several decades. The company markets drugs in different therapeutic areas, including oncology, immunology, neuroscience, and infectious diseases. J&amp;J&#39;s largest therapeutic areas by revenue are oncology and immunology. These two fields are also the biggest and the fastest-growing in the pharmaceutical industry.</p><p>Spending on oncology medicines is expected to expand at a compound annual growth rate (CAGR) of 9% through 2025; immunology is expected to record a 12% CAGR in the same period. No other drug category is forecast to rise at a CAGR of more than 5%. Johnson &amp; Johnson has established leadership in these two fast-growing areas in the past thanks to cancer drugs such as Darzalex and Imbruvica, and immunosuppressants such as Stelara and Tremfya. Three of these medicines are still growing their sales.</p><p><img src=\"https://static.tigerbbs.com/6cf9361a0405a1d461d99011e9bf16ca\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>In the first quarter, Stelara&#39;s revenue increased by 6.5% year over year to $2.3 billion, while Tremfya&#39;s sales jumped by 41.3% to $590 million. Meanwhile, Darzalex&#39;s sales increased by 36% to $1.9 billion; however, Imbruvica&#39;s revenue came in at roughly $1 billion, 7.7% lower than the year-ago period as a result of heightened competition. For the period, Johnson &amp; Johnson&#39;s total sales grew by 5% year over year to $23.4 billion.</p><p>The good news is that Johnson &amp; Johnson has a rich pipeline. And of the company&#39;s 94 ongoing clinical trials, 58 are either in oncology or immunology. Beyond its pharmaceutical segment, Johnson &amp; Johnson&#39;s medical devices unit also seems to have a bright future, thanks in part to its robotic-assisted surgery (RAS) product, Ottava. The RAS market remains severely underpenetrated. Only 3% of surgeries worldwide are performed using robot assistance.</p><p>Although there are strong competitors in this market, Johnson &amp; Johnson could profit from its growth in the coming years. It is worth noting that J&amp;J is shedding its consumer health business, which is home to famous over-the-counter brands such as Neutrogena, Tylenol, Benadryl, and more. The company will complete this transaction by the end of the year.</p><p>The move should help Johnson &amp; Johnson&#39;s top-line growth rate increase (consumer health is the least impressive of its segments in this regard) and decrease exposure to lawsuits related to products in this unit. J&amp;J&#39;s business will remain solid, and with 59 consecutive years of dividend increases under its belt, we can be sure that this healthcare giant will continue rewarding its shareholders for many years to come.</p><h3>2. <a href=\"https://laohu8.com/S/ABT\">Abbott Laboratories</a></h3><p>Abbott Laboratories is a medical devices specialist with dozens of products. It is also a veteran of the healthcare industry, having proven over the past few decades that it has what it takes to navigate the regulatory hoops required to be successful in this sector. Although Abbott is best-known for its medical devices business, it operates three other segments: Diagnostics, established pharmaceuticals, and nutrition.</p><p>Abbott was able to keep its revenue and earnings afloat amid the worst of the COVID-19 pandemic and as its medical devices unit was struggling. The company successfully developed and marketed several coronavirus diagnostic tests. That&#39;s one of the benefits of having a diversified business. Financial results continue to be good for Abbott Laboratories. In the first quarter, the company&#39;s sales jumped by 13.8% year over year to $11.9 billion.</p><p>Meanwhile, Abbott&#39;s adjusted earnings per share jumped by 31.1% year over year to $1.73.</p><p>One major area of growth for the company is diabetes care -- thanks to its continuous glucose monitoring (CGM) system, the FreeStyle Libre. CGM devices allow diabetes patients to keep track of their blood glucose levels continuously throughout the day. The adoption of this technology continues to propel sales of the FreeStyle Libre higher. In the first quarter, Abbott&#39;s revenue from this device came in at about $1 billion, 20.4% higher than the year-ago period.</p><p>The FreeStyle Libre has gained about one million new users in the past year and currently boasts roughly four million users worldwide. With a rising population of diabetes patients, the need for innovative devices like the FreeStyle Libre will only rise in the coming years. Abbott does have other growth avenues, too, including its MitraClip, a leading device for the treatment of mitral regurgitation.</p><p>Abbott Laboratories is new to the club of Dividend Kings; it has raised its dividends for 50 consecutive years. The company is well-positioned to continue growing its revenue, profits, and payouts for many years to come.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Dividend Kings to Buy and Hold Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Dividend Kings to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-04 15:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/03/2-dividend-kings-to-buy-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dividend stocks aren't just for investors looking for a reliable passive income stream. Companies that have a habit of rewarding their shareholders with increasing payouts often have solid businesses ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/03/2-dividend-kings-to-buy-and-hold-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生","ABT":"雅培"},"source_url":"https://www.fool.com/investing/2022/06/03/2-dividend-kings-to-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240224327","content_text":"Dividend stocks aren't just for investors looking for a reliable passive income stream. Companies that have a habit of rewarding their shareholders with increasing payouts often have solid businesses that generate growing revenue and profits. That's probably one reason why dividend stocks have historically outperformed their non-dividend-paying counterparts.And in the universe of dividend companies, the so-called Dividend Kings -- companies that have raised their payouts for at least 50 consecutive years -- reign supreme. Let's look at two Dividend Kings worth buying now and holding onto forever: Johnson & Johnson and Abbott Laboratories.JNJ Total Return Level data by YCharts1. Johnson & JohnsonJohnson & Johnson has been a leader in the pharmaceutical industry for several decades. The company markets drugs in different therapeutic areas, including oncology, immunology, neuroscience, and infectious diseases. J&J's largest therapeutic areas by revenue are oncology and immunology. These two fields are also the biggest and the fastest-growing in the pharmaceutical industry.Spending on oncology medicines is expected to expand at a compound annual growth rate (CAGR) of 9% through 2025; immunology is expected to record a 12% CAGR in the same period. No other drug category is forecast to rise at a CAGR of more than 5%. Johnson & Johnson has established leadership in these two fast-growing areas in the past thanks to cancer drugs such as Darzalex and Imbruvica, and immunosuppressants such as Stelara and Tremfya. Three of these medicines are still growing their sales.Image source: Getty Images.In the first quarter, Stelara's revenue increased by 6.5% year over year to $2.3 billion, while Tremfya's sales jumped by 41.3% to $590 million. Meanwhile, Darzalex's sales increased by 36% to $1.9 billion; however, Imbruvica's revenue came in at roughly $1 billion, 7.7% lower than the year-ago period as a result of heightened competition. For the period, Johnson & Johnson's total sales grew by 5% year over year to $23.4 billion.The good news is that Johnson & Johnson has a rich pipeline. And of the company's 94 ongoing clinical trials, 58 are either in oncology or immunology. Beyond its pharmaceutical segment, Johnson & Johnson's medical devices unit also seems to have a bright future, thanks in part to its robotic-assisted surgery (RAS) product, Ottava. The RAS market remains severely underpenetrated. Only 3% of surgeries worldwide are performed using robot assistance.Although there are strong competitors in this market, Johnson & Johnson could profit from its growth in the coming years. It is worth noting that J&J is shedding its consumer health business, which is home to famous over-the-counter brands such as Neutrogena, Tylenol, Benadryl, and more. The company will complete this transaction by the end of the year.The move should help Johnson & Johnson's top-line growth rate increase (consumer health is the least impressive of its segments in this regard) and decrease exposure to lawsuits related to products in this unit. J&J's business will remain solid, and with 59 consecutive years of dividend increases under its belt, we can be sure that this healthcare giant will continue rewarding its shareholders for many years to come.2. Abbott LaboratoriesAbbott Laboratories is a medical devices specialist with dozens of products. It is also a veteran of the healthcare industry, having proven over the past few decades that it has what it takes to navigate the regulatory hoops required to be successful in this sector. Although Abbott is best-known for its medical devices business, it operates three other segments: Diagnostics, established pharmaceuticals, and nutrition.Abbott was able to keep its revenue and earnings afloat amid the worst of the COVID-19 pandemic and as its medical devices unit was struggling. The company successfully developed and marketed several coronavirus diagnostic tests. That's one of the benefits of having a diversified business. Financial results continue to be good for Abbott Laboratories. In the first quarter, the company's sales jumped by 13.8% year over year to $11.9 billion.Meanwhile, Abbott's adjusted earnings per share jumped by 31.1% year over year to $1.73.One major area of growth for the company is diabetes care -- thanks to its continuous glucose monitoring (CGM) system, the FreeStyle Libre. CGM devices allow diabetes patients to keep track of their blood glucose levels continuously throughout the day. The adoption of this technology continues to propel sales of the FreeStyle Libre higher. In the first quarter, Abbott's revenue from this device came in at about $1 billion, 20.4% higher than the year-ago period.The FreeStyle Libre has gained about one million new users in the past year and currently boasts roughly four million users worldwide. With a rising population of diabetes patients, the need for innovative devices like the FreeStyle Libre will only rise in the coming years. Abbott does have other growth avenues, too, including its MitraClip, a leading device for the treatment of mitral regurgitation.Abbott Laboratories is new to the club of Dividend Kings; it has raised its dividends for 50 consecutive years. The company is well-positioned to continue growing its revenue, profits, and payouts for many years to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021736856,"gmtCreate":1653100502175,"gmtModify":1676535224575,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021736856","repostId":"2236015712","repostType":4,"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021656853,"gmtCreate":1653051341972,"gmtModify":1676535214621,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021656853","repostId":"1115310462","repostType":4,"repost":{"id":"1115310462","pubTimestamp":1653046075,"share":"https://ttm.financial/m/news/1115310462?lang=&edition=fundamental","pubTime":"2022-05-20 19:27","market":"us","language":"en","title":"Coinbase And 2 Other Stocks Insiders Are Buying","url":"https://stock-news.laohu8.com/highlight/detail?id=1115310462","media":"Benzinga","summary":"Although the Dow Jones dropped by over 200 points on Thursday, there were a few notable insider trad","content":"<html><head></head><body><p>Although the Dow Jones dropped by over 200 points on Thursday, there were a few notable insider trades.</p><p>When insiders purchase shares, it indicates their confidence in the company&#39;s prospects or that they view the stock as a bargain. Either way, this signals an opportunity to go long on the stock. Insider purchases should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a buying decision.</p><p>Below is a look at a few recent notable insider purchases.</p><p><b>Coinbase Global</b></p><ul><li><b>The Trade:</b> <b>Coinbase Global, Inc.</b> Director Frederick Ernest Ehrsam III <i>acquired a total of 385,260 shares </i>at an average price of $64.93. To acquire these shares, it cost around $25.01 million.</li><li><b>What’s Happening:</b> Coinbase Global recently reported worse-than-expected Q1 sales results.</li><li><b>What Coinbase Does:</b> Founded in 2012, Coinbase is the leading cryptocurrency exchange platform in the United States.</li></ul><p><b>Appian</b></p><ul><li><b>The Trade:</b> <b>Appian Corporation</b> 10% owner Colin Moran<i>acquired a total of 289,966 shares</i> at an average price of $49.47. To acquire these shares, it cost around $14.35 million.</li><li><b>What’s Happening:</b> Appian recently announced it has received a verdict from a jury in the Circuit Court for Fairfax County, Virginia, awarding it $2.036 billion in damages from Pegasystems for trade secret misappropriation.</li><li><b>What Appian Does:</b> Appian Corp provides a leading low-code software development platform as a service that enables organizations to rapidly develop powerful and unique applications.</li></ul><p><b>Ashland Global</b></p><ul><li><b>The Trade:</b> <b>Ashland Global Holdings Inc.</b> Director Eminence Capital Lp <i>bought a total of 48,800 shares</i> at an average price of $101.27. To acquire these shares, it cost around $4.94 million.</li><li><b>What’s Happening:</b> The company, last month, posted upbeat quarterly earnings.</li><li><b>What Ashland Global Does:</b> Ashland Global Holdings is a global specialty materials company that serves a wide range of industrial markets.</li></ul></body></html>","source":"lsy1606299360108","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>Coinbase And 2 Other Stocks Insiders Are Buying</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\">\nCoinbase And 2 Other Stocks Insiders Are Buying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 19:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/05/27318912/coinbase-and-2-other-stocks-insiders-are-buying><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Although the Dow Jones dropped by over 200 points on Thursday, there were a few notable insider trades.When insiders purchase shares, it indicates their confidence in the company's prospects or that ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/05/27318912/coinbase-and-2-other-stocks-insiders-are-buying\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASH":"亚什兰","APPN":"Appian Corp","COIN":"Coinbase Global, Inc."},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/05/27318912/coinbase-and-2-other-stocks-insiders-are-buying","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115310462","content_text":"Although the Dow Jones dropped by over 200 points on Thursday, there were a few notable insider trades.When insiders purchase shares, it indicates their confidence in the company's prospects or that they view the stock as a bargain. Either way, this signals an opportunity to go long on the stock. Insider purchases should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a buying decision.Below is a look at a few recent notable insider purchases.Coinbase GlobalThe Trade: Coinbase Global, Inc. Director Frederick Ernest Ehrsam III acquired a total of 385,260 shares at an average price of $64.93. To acquire these shares, it cost around $25.01 million.What’s Happening: Coinbase Global recently reported worse-than-expected Q1 sales results.What Coinbase Does: Founded in 2012, Coinbase is the leading cryptocurrency exchange platform in the United States.AppianThe Trade: Appian Corporation 10% owner Colin Moranacquired a total of 289,966 shares at an average price of $49.47. To acquire these shares, it cost around $14.35 million.What’s Happening: Appian recently announced it has received a verdict from a jury in the Circuit Court for Fairfax County, Virginia, awarding it $2.036 billion in damages from Pegasystems for trade secret misappropriation.What Appian Does: Appian Corp provides a leading low-code software development platform as a service that enables organizations to rapidly develop powerful and unique applications.Ashland GlobalThe Trade: Ashland Global Holdings Inc. Director Eminence Capital Lp bought a total of 48,800 shares at an average price of $101.27. To acquire these shares, it cost around $4.94 million.What’s Happening: The company, last month, posted upbeat quarterly earnings.What Ashland Global Does: Ashland Global Holdings is a global specialty materials company that serves a wide range of industrial markets.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021656194,"gmtCreate":1653051308418,"gmtModify":1676535214636,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021656194","repostId":"1158790653","repostType":4,"repost":{"id":"1158790653","pubTimestamp":1653050976,"share":"https://ttm.financial/m/news/1158790653?lang=&edition=fundamental","pubTime":"2022-05-20 20:49","market":"us","language":"en","title":"AMC Stock: Why it’s Time to Bail Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1158790653","media":"InvestorPlace","summary":"Meme momentum is fading rapidly for AMC Entertainment(AMC) and AMC stock.Positive sentiment alone ac","content":"<html><head></head><body><ul><li>Meme momentum is fading rapidly for <b>AMC Entertainment</b>(<b><u>AMC</u></b>) and AMC stock.</li><li>Positive sentiment alone accounted for AMC’s price rise.</li><li>Investors should take this opportunity to bail from AMC now.</li></ul><p>Investors may cite improving movie attendance as a reason to buy <b>AMC Entertainment</b>(NYSE:<b><u>AMC</u></b>) stock. At the same time, they are shunning <b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>) and <b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>). People moved on from the stay-at-home lifestyle of 2020 and 2021. This year, going out will include watching movies in a theatre. Does this mean AMC’s stock price will rise with the favorable trend?</p><p>Investors should dig into AMC’s latest quarterly report first. The company has several red flags that undermine the bullish thesis.</p><p>Meme Momentum for AMC Stock Fading</p><p>Meme investing tried, but failed several times to come back. Most recently, <b>GameStop</b>(NYSE:<b><u>GME</u></b>)double-bottomed at $80 in March and rose to over $180 to then fall back to $80. AMC stock also rallied to over $30 in that time. However, it recently closed at $11.81.</p><p>Meme investing is synonymous with momentum investing. The stock depended on buying momentum for the rallies. Those who sold into the rally profited the most. Anyone too slow to sell is largely holding losses. Fundamentals from its quarterly report are questionable.</p><p>Quarterly Loss Erasing Positive Sentiment<img src=\"https://static.tigerbbs.com/c6000838f2fcb789c9c931d700244ed3\" tg-width=\"300\" tg-height=\"129\" referrerpolicy=\"no-referrer\"/></p><p>In the first quarter, AMC posted non-GAAP earnings per share loss of 52 cents. Revenue rose by 429.8% year-over-year to $785.7 million. Those figures suggest that AMC will need to sustain its revenue growth to achieve break-even profits. In the first quarter, AMC reported an attendance of 39,075,000 from average screens of 10,099.</p><p>At around 3,900 attendance per screen in the quarter, the theatre chain has a long way to go. This number seems too low for a company whose market capitalization is $6.72 billion. The bear market is especially damaging for technology stocks. Companies with a high price-to-sales ratio fell sharply from their peak.</p><p>In the chart above created by Stock Rover, AMC’s moving average convergence divergence is bearish. The faster-moving blue line crossed the slower-moving green line, which is a sell signal.</p><p>Shareholders who bought AMC stock in the last two years may zoom out of the stock chart. From late 2018 to Jan. 1, 2021, AMC shares could not break a downtrend. It traded at below $2.50 before Reddit’s r/WallStreetBets added AMC Entertainment to the meme stock craze.</p><p>Redditors picked GameStop as the highly shorted company to short-squeeze. They bought the stock to punish bears who bet against it. Bears correctly bet against AMC because it had high debt. It was losing viewers to movie companies releasing titles on streaming services.</p><p>Bail on AMC Stock Now</p><p>Though streaming stocks are down, their demand remains strong. Roku and Netflix are trading lower because they face higher competition. Revenue growth is slowing. Markets are unwilling to pay nose-bleeding valuations for them. Expect the price-to-earnings and price-to-sales multiples to fall for stocks. This will hurt AMC as investors switch by buying companies that post quarterly profits.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC Stock: Why it’s Time to Bail Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMC Stock: Why it’s Time to Bail Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 20:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/amc-stock-why-its-time-to-bail-right-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meme momentum is fading rapidly for AMC Entertainment(AMC) and AMC stock.Positive sentiment alone accounted for AMC’s price rise.Investors should take this opportunity to bail from AMC now.Investors ...</p>\n\n<a href=\"https://investorplace.com/2022/05/amc-stock-why-its-time-to-bail-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://investorplace.com/2022/05/amc-stock-why-its-time-to-bail-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158790653","content_text":"Meme momentum is fading rapidly for AMC Entertainment(AMC) and AMC stock.Positive sentiment alone accounted for AMC’s price rise.Investors should take this opportunity to bail from AMC now.Investors may cite improving movie attendance as a reason to buy AMC Entertainment(NYSE:AMC) stock. At the same time, they are shunning Netflix(NASDAQ:NFLX) and Roku(NASDAQ:ROKU). People moved on from the stay-at-home lifestyle of 2020 and 2021. This year, going out will include watching movies in a theatre. Does this mean AMC’s stock price will rise with the favorable trend?Investors should dig into AMC’s latest quarterly report first. The company has several red flags that undermine the bullish thesis.Meme Momentum for AMC Stock FadingMeme investing tried, but failed several times to come back. Most recently, GameStop(NYSE:GME)double-bottomed at $80 in March and rose to over $180 to then fall back to $80. AMC stock also rallied to over $30 in that time. However, it recently closed at $11.81.Meme investing is synonymous with momentum investing. The stock depended on buying momentum for the rallies. Those who sold into the rally profited the most. Anyone too slow to sell is largely holding losses. Fundamentals from its quarterly report are questionable.Quarterly Loss Erasing Positive SentimentIn the first quarter, AMC posted non-GAAP earnings per share loss of 52 cents. Revenue rose by 429.8% year-over-year to $785.7 million. Those figures suggest that AMC will need to sustain its revenue growth to achieve break-even profits. In the first quarter, AMC reported an attendance of 39,075,000 from average screens of 10,099.At around 3,900 attendance per screen in the quarter, the theatre chain has a long way to go. This number seems too low for a company whose market capitalization is $6.72 billion. The bear market is especially damaging for technology stocks. Companies with a high price-to-sales ratio fell sharply from their peak.In the chart above created by Stock Rover, AMC’s moving average convergence divergence is bearish. The faster-moving blue line crossed the slower-moving green line, which is a sell signal.Shareholders who bought AMC stock in the last two years may zoom out of the stock chart. From late 2018 to Jan. 1, 2021, AMC shares could not break a downtrend. It traded at below $2.50 before Reddit’s r/WallStreetBets added AMC Entertainment to the meme stock craze.Redditors picked GameStop as the highly shorted company to short-squeeze. They bought the stock to punish bears who bet against it. Bears correctly bet against AMC because it had high debt. It was losing viewers to movie companies releasing titles on streaming services.Bail on AMC Stock NowThough streaming stocks are down, their demand remains strong. Roku and Netflix are trading lower because they face higher competition. Revenue growth is slowing. Markets are unwilling to pay nose-bleeding valuations for them. Expect the price-to-earnings and price-to-sales multiples to fall for stocks. This will hurt AMC as investors switch by buying companies that post quarterly profits.","news_type":1},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020425291,"gmtCreate":1652675304113,"gmtModify":1676535139494,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Okie 🤕&nbsp;","listText":"Okie 🤕&nbsp;","text":"Okie 🤕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020425291","repostId":"1105686192","repostType":4,"repost":{"id":"1105686192","pubTimestamp":1652656053,"share":"https://ttm.financial/m/news/1105686192?lang=&edition=fundamental","pubTime":"2022-05-16 07:07","market":"us","language":"en","title":"Retail Sales, Walmart Earnings, More Fedspeak: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1105686192","media":"yahoo finance","summary":"The retail sector will be in focus this week after a string of wild trading sessions on Wall Street.","content":"<html><head></head><body><p>The retail sector will be in focus this week after a string of wild trading sessions on Wall Street. Quarterly financials from megastore Walmart (WMT) and other consumer giants are in the queue, in addition to April’s retail sales report scheduled for release Tuesday.</p><p>Investors will tune in for additional remarks from Federal Reserve officials, including Chair Jerome Powell in the week ahead, as inflation continues to run hot across the U.S. economy.</p><p>Friday capped the sixth straight down week for U.S. equities following a vicious streak of selling. Renewed concerns over consistent elevated price levels, and the prospect of an economic slowdown, stirred up further turbulence in markets. The major indexesrallied to turn positive in the last session, but remained near 2022 lows after the S&amp;P 500 fell below 4,000 hovering near bear market territory for much of the week.</p><p>It was defined as a close of at least 20% from a recent record high.</p><p>“The question remains as to whether this rally signifies the end of the selling,” LPL Financial Chief Equity Strategist Quincy Krosby said in a note, adding analysts will be watching 200-day moving averages and whether resistance levels are pierced. “Moreover, although price action is key, volume to the upside would suggest buyer interest at these levels.”</p><p>“Given the history of bear markets, coupled with the fact that the Fed has just begun its rate hike cycle and would like to see financial conditions continue to tighten so that demand pulls back further, this rally will most likely weaken,” Krosby added.</p><h2>Inflation and Fedspeak</h2><p>Sharp gyrations across major indexes coincided with two key inflation reports last week. Concerns were aroused among market participants regarding possibility that surging price levels have shifted from being “transitory” to becoming “entrenched” in the U.S. economy.</p><p>The Producer Price Index (PPI) out Thursday showed an 11% year-over-year rise in wholesale prices last month, with the rate leveling only marginally from March&#39;s all-time high rate of 11.5%, while Wednesday’sConsumer Price Index (CPI) reflected another red-hot readingof 8.3% year-over-year.</p><p>&#34;The markets have been volatile but we haven’t reached the bottom yet,” Bruderman Asset Management equity analystAkshata Bailkeri told Yahoo Finance. “The Federal Reserve has already indicated that they have flexibility in dealing with inflation numbers as they come in.&#34;</p><p>The market digested a flurry of remarks from Fed officials in response to the latest inflationary snapshots out of Washington last week. In anexclusive interview with Yahoo Finance LiveWednesday, Federal Reserve Bank of St. Louis President James Bullard said high readings concern central bank policy makers and reinforce the need for higher interest rates.</p><p>“Inflation is broader and more persistent than many have thought and the Fed will have to act in order to keep inflation under control and we’ve got a plan in place,” Bullard said in the interview.</p><p>Last week,Atlanta Fed President Raphael BosticandCleveland Fed President Loretta Mesterboth told Yahoo Finance that 0.50% moves were their baseline expectations through at least the June and July meetings, and signaled a hike of 0.75% was on the table.</p><p>Investors will have more Fedspeak to mull in the coming days, with Fed chief Jerome Powell set to give remarks at a conference hosted by the Wall Street Journal Tuesday afternoon, Speaking engagements from other central bank officials is slated to take place through Friday.</p><p><img src=\"https://static.tigerbbs.com/0456ec243a792682e6a65685cd44ab40\" tg-width=\"705\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>“The inconvenient truth is the Fed is going to need to raise rates more quickly and to a higher level than many were hoping,” Independent Advisor Alliance Chief Investment Officer Chris Zaccarelli said recently in an emailed note. “There will be at least four 50 bps rate hikes this year and not three or less and we will continue to be cautious with risk assets.”</p><h2>Retail in focus</h2><p>On the earnings front, a bevy of quarterly reports from retail heavyweights are likely to offer insight on the state of U.S. inflation and how consumers are coping with rising prices.</p><p>Walmart, the biggest retailer in the U.S., is scheduled to release results before the market opens Tuesday. The company is expected to post adjusted earnings of $1.48 per share on revenue of $139.23 billion, a drop of 12% for its adjusted EPS with revenue up 1% from the same period last year, according to Bloomberg consensus estimates.</p><p>The mega retailer expects full-year net sales growth of about 3% and same-store sales of above 3% excluding fuel. Operating income growth of about 3% is expected, while e-commerce growth is expected to come in muted at about 1.9%, compared to 37% growth last year with more consumers shopping in physical stores amid a return to in-person activities.</p><p>The seven largest stocks in the S&amp;P 500 as of the index’s all-time high on January 3 lost a combined $3.2 trillion in market cap since that date, according to data from Bespoke Investment Group. While most have seen big declines, Walmart has been one of few gainers – up 2.35% year-to-date as of Friday’s close.</p><p><img src=\"https://static.tigerbbs.com/7faad2aa85754070dfb7cfe669331f1f\" tg-width=\"705\" tg-height=\"506\" referrerpolicy=\"no-referrer\"/></p><p>Financials from other big retail names including Home Depot (HD), Target (TGT), Lowe&#39;s (LOW) and Macy&#39;s (M) are also on the calendar.</p><p>Elsewhere in a busy week for retail numbers, the Commerce Department’s monthly retail sales report for April set for release Tuesday is expected to show retail sales likely increased 1.0% last month compared to 0.5% in March, with the headline number excluding autos estimated to come in up 0.4%, compared to 1.1 during the prior month, per Bloomberg consensus data.</p><p>“There was a big sequential contraction in gas spending as prices leveled off from record high levels in March, which weighed down headline and excluding-auto measures,” Bank of America analysts wrote in a recent note. “Netting out auto, gas, building materials and restaurants, core control sales should jump by solidly, suggesting continued strength in goods spending.”</p><p>—</p><p><b>Economic calendar</b></p><p><img src=\"https://static.tigerbbs.com/5f6da3bf89bcf7766190b2df9db68d25\" tg-width=\"1800\" tg-height=\"1430\" referrerpolicy=\"no-referrer\"/></p><p><b>Monday:</b>Empire Manufacturing, May (15.0 expected, 24.6 during prior month), Net Long-Term TIC Outflows, March ($141.7 billion during prior month), Total Net TIC Outflows, March (162.6 billion during prior month)</p><p><b>Tuesday:</b>Retail Sales Advance, month-over-month, April (1.0% expected, 0.5% during prior month, upwardly revised to 0.7%), Retail Sales excluding autos, month-over-month, April (0.4% expected, 1.1% during prior month, upwardly revised 1.4%), Retail Sales excluding autos and gas, month-over-month, April (0.7% expected, 0.2% during prior month, upwardly revised to 0.7%), Retail Sales Control Group, April (0.8% expected, -0.1% during prior month, upwardly revised to 0.7%), Industrial Production, month-over-month, April (0.5% expected, 0.9% during prior month), Capacity Utilization, April (78.5% expected, 78.3% during prior month), Manufacturing (SIC) Production, April (0.4% expected, 0.9% during prior month), Business Inventories, March (1.9% expected, 1.5% during prior month), NAHB Housing Market Index, May (75 expected, 77 during prior month)</p><p><b>Wednesday:</b>MBA Mortgage Applications, week ended May 13 (2.0% during prior week), Housing starts, April (1.760 million expected, 1.793 million during prior month), Housing starts, month-over-month, April (-1.8% expected, 0.3% during prior month), Building permits, April (1.812 million expected, 1.873 million during prior month, downwardly revised to 1.870 million), Building permits, month-over-month, April (-3.1% expected, 0.4% during prior month, downwardly revised to 0.3%)</p><p><b>Thursday:</b>Philadelphia Fed Business Outlook Index, May (16.5 expected, 17.6 during prior month), Initial jobless claims, week ended May 14 (200,000 expected, 203,000 during prior week), Continuing claims, week ended May 7 (1.330 million expected, 1.343 during prior week),</p><p>Existing Home Sales, April (5.63 million expected, 5.77 million during prior month), Existing Home Sales, month-over-month, April (-2.5% expected, -2.7% during prior month), Leading Index, April (0.0% expected, 0.3% in during prior month)</p><p><b>Friday:</b>No notable reports scheduled for release</p><p>—</p><p><b>Earnings calendar</b></p><p><b>Monday</b></p><p>Before market open: Warby Parker (WRBY), Weber (WEBR), Ryanair (RYAAY), AngloGold (AU)</p><p>After market close: Take-Two Interactive (TTWO)</p><p><b>Tuesday</b></p><p>Before market open: Walmart (WMT) at 7:00 a.m. ET, Home Depot (HD), JD.com (JD), Vodafone (VOD), Trip.com (TCOM)</p><p>After market close:<i>No notable reports scheduled for release</i></p><p><b>Wednesday</b></p><p>Before market open: Analog Devices (ADI) at 7:00 a.m. ET, TJ at 9:30 a.m. ET Maxx (TJX), Lowe’s (LOW), Target (TGT)</p><p>After market close: Cisco (CSCO), Bath &amp; Body Works (BBWI)</p><p><b>Thursday</b></p><p>Before market open: BJ’s Wholesale Club (BJ), Kohl’s (KSS), Eagle Materials (EXP)</p><p>After market close: Ross Stores (ROST) at 4:00 p.m. ET, Palo Alto Networks (PANW), VF Corp (VFC) at 4:05 p.m. ET</p><p><b>Friday</b></p><p>Before market open: Deere (DE), Foot Locker (FL)</p><p>After market close:<i>No notable reports scheduled for release</i></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>Retail Sales, Walmart Earnings, More Fedspeak: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nRetail Sales, Walmart Earnings, More Fedspeak: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-16 07:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/retail-sales-walmart-earnings-more-fedspeak-what-to-know-this-week-160016668.html><strong>yahoo finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The retail sector will be in focus this week after a string of wild trading sessions on Wall Street. Quarterly financials from megastore Walmart (WMT) and other consumer giants are in the queue, in ...</p>\n\n<a href=\"https://finance.yahoo.com/news/retail-sales-walmart-earnings-more-fedspeak-what-to-know-this-week-160016668.html\">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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/retail-sales-walmart-earnings-more-fedspeak-what-to-know-this-week-160016668.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105686192","content_text":"The retail sector will be in focus this week after a string of wild trading sessions on Wall Street. Quarterly financials from megastore Walmart (WMT) and other consumer giants are in the queue, in addition to April’s retail sales report scheduled for release Tuesday.Investors will tune in for additional remarks from Federal Reserve officials, including Chair Jerome Powell in the week ahead, as inflation continues to run hot across the U.S. economy.Friday capped the sixth straight down week for U.S. equities following a vicious streak of selling. Renewed concerns over consistent elevated price levels, and the prospect of an economic slowdown, stirred up further turbulence in markets. The major indexesrallied to turn positive in the last session, but remained near 2022 lows after the S&P 500 fell below 4,000 hovering near bear market territory for much of the week.It was defined as a close of at least 20% from a recent record high.“The question remains as to whether this rally signifies the end of the selling,” LPL Financial Chief Equity Strategist Quincy Krosby said in a note, adding analysts will be watching 200-day moving averages and whether resistance levels are pierced. “Moreover, although price action is key, volume to the upside would suggest buyer interest at these levels.”“Given the history of bear markets, coupled with the fact that the Fed has just begun its rate hike cycle and would like to see financial conditions continue to tighten so that demand pulls back further, this rally will most likely weaken,” Krosby added.Inflation and FedspeakSharp gyrations across major indexes coincided with two key inflation reports last week. Concerns were aroused among market participants regarding possibility that surging price levels have shifted from being “transitory” to becoming “entrenched” in the U.S. economy.The Producer Price Index (PPI) out Thursday showed an 11% year-over-year rise in wholesale prices last month, with the rate leveling only marginally from March's all-time high rate of 11.5%, while Wednesday’sConsumer Price Index (CPI) reflected another red-hot readingof 8.3% year-over-year.\"The markets have been volatile but we haven’t reached the bottom yet,” Bruderman Asset Management equity analystAkshata Bailkeri told Yahoo Finance. “The Federal Reserve has already indicated that they have flexibility in dealing with inflation numbers as they come in.\"The market digested a flurry of remarks from Fed officials in response to the latest inflationary snapshots out of Washington last week. In anexclusive interview with Yahoo Finance LiveWednesday, Federal Reserve Bank of St. Louis President James Bullard said high readings concern central bank policy makers and reinforce the need for higher interest rates.“Inflation is broader and more persistent than many have thought and the Fed will have to act in order to keep inflation under control and we’ve got a plan in place,” Bullard said in the interview.Last week,Atlanta Fed President Raphael BosticandCleveland Fed President Loretta Mesterboth told Yahoo Finance that 0.50% moves were their baseline expectations through at least the June and July meetings, and signaled a hike of 0.75% was on the table.Investors will have more Fedspeak to mull in the coming days, with Fed chief Jerome Powell set to give remarks at a conference hosted by the Wall Street Journal Tuesday afternoon, Speaking engagements from other central bank officials is slated to take place through Friday.“The inconvenient truth is the Fed is going to need to raise rates more quickly and to a higher level than many were hoping,” Independent Advisor Alliance Chief Investment Officer Chris Zaccarelli said recently in an emailed note. “There will be at least four 50 bps rate hikes this year and not three or less and we will continue to be cautious with risk assets.”Retail in focusOn the earnings front, a bevy of quarterly reports from retail heavyweights are likely to offer insight on the state of U.S. inflation and how consumers are coping with rising prices.Walmart, the biggest retailer in the U.S., is scheduled to release results before the market opens Tuesday. The company is expected to post adjusted earnings of $1.48 per share on revenue of $139.23 billion, a drop of 12% for its adjusted EPS with revenue up 1% from the same period last year, according to Bloomberg consensus estimates.The mega retailer expects full-year net sales growth of about 3% and same-store sales of above 3% excluding fuel. Operating income growth of about 3% is expected, while e-commerce growth is expected to come in muted at about 1.9%, compared to 37% growth last year with more consumers shopping in physical stores amid a return to in-person activities.The seven largest stocks in the S&P 500 as of the index’s all-time high on January 3 lost a combined $3.2 trillion in market cap since that date, according to data from Bespoke Investment Group. While most have seen big declines, Walmart has been one of few gainers – up 2.35% year-to-date as of Friday’s close.Financials from other big retail names including Home Depot (HD), Target (TGT), Lowe's (LOW) and Macy's (M) are also on the calendar.Elsewhere in a busy week for retail numbers, the Commerce Department’s monthly retail sales report for April set for release Tuesday is expected to show retail sales likely increased 1.0% last month compared to 0.5% in March, with the headline number excluding autos estimated to come in up 0.4%, compared to 1.1 during the prior month, per Bloomberg consensus data.“There was a big sequential contraction in gas spending as prices leveled off from record high levels in March, which weighed down headline and excluding-auto measures,” Bank of America analysts wrote in a recent note. “Netting out auto, gas, building materials and restaurants, core control sales should jump by solidly, suggesting continued strength in goods spending.”—Economic calendarMonday:Empire Manufacturing, May (15.0 expected, 24.6 during prior month), Net Long-Term TIC Outflows, March ($141.7 billion during prior month), Total Net TIC Outflows, March (162.6 billion during prior month)Tuesday:Retail Sales Advance, month-over-month, April (1.0% expected, 0.5% during prior month, upwardly revised to 0.7%), Retail Sales excluding autos, month-over-month, April (0.4% expected, 1.1% during prior month, upwardly revised 1.4%), Retail Sales excluding autos and gas, month-over-month, April (0.7% expected, 0.2% during prior month, upwardly revised to 0.7%), Retail Sales Control Group, April (0.8% expected, -0.1% during prior month, upwardly revised to 0.7%), Industrial Production, month-over-month, April (0.5% expected, 0.9% during prior month), Capacity Utilization, April (78.5% expected, 78.3% during prior month), Manufacturing (SIC) Production, April (0.4% expected, 0.9% during prior month), Business Inventories, March (1.9% expected, 1.5% during prior month), NAHB Housing Market Index, May (75 expected, 77 during prior month)Wednesday:MBA Mortgage Applications, week ended May 13 (2.0% during prior week), Housing starts, April (1.760 million expected, 1.793 million during prior month), Housing starts, month-over-month, April (-1.8% expected, 0.3% during prior month), Building permits, April (1.812 million expected, 1.873 million during prior month, downwardly revised to 1.870 million), Building permits, month-over-month, April (-3.1% expected, 0.4% during prior month, downwardly revised to 0.3%)Thursday:Philadelphia Fed Business Outlook Index, May (16.5 expected, 17.6 during prior month), Initial jobless claims, week ended May 14 (200,000 expected, 203,000 during prior week), Continuing claims, week ended May 7 (1.330 million expected, 1.343 during prior week),Existing Home Sales, April (5.63 million expected, 5.77 million during prior month), Existing Home Sales, month-over-month, April (-2.5% expected, -2.7% during prior month), Leading Index, April (0.0% expected, 0.3% in during prior month)Friday:No notable reports scheduled for release—Earnings calendarMondayBefore market open: Warby Parker (WRBY), Weber (WEBR), Ryanair (RYAAY), AngloGold (AU)After market close: Take-Two Interactive (TTWO)TuesdayBefore market open: Walmart (WMT) at 7:00 a.m. ET, Home Depot (HD), JD.com (JD), Vodafone (VOD), Trip.com (TCOM)After market close:No notable reports scheduled for releaseWednesdayBefore market open: Analog Devices (ADI) at 7:00 a.m. ET, TJ at 9:30 a.m. ET Maxx (TJX), Lowe’s (LOW), Target (TGT)After market close: Cisco (CSCO), Bath & Body Works (BBWI)ThursdayBefore market open: BJ’s Wholesale Club (BJ), Kohl’s (KSS), Eagle Materials (EXP)After market close: Ross Stores (ROST) at 4:00 p.m. ET, Palo Alto Networks (PANW), VF Corp (VFC) at 4:05 p.m. ETFridayBefore market open: Deere (DE), Foot Locker (FL)After market close:No notable reports scheduled for release","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062003933,"gmtCreate":1651974508622,"gmtModify":1676535005790,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062003933","repostId":"2233352789","repostType":4,"repost":{"id":"2233352789","pubTimestamp":1651894148,"share":"https://ttm.financial/m/news/2233352789?lang=&edition=fundamental","pubTime":"2022-05-07 11:29","market":"us","language":"en","title":"Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2233352789","media":"Motley Fool","summary":"There are always stocks to buy when you're ARK Invest's ace stock picker.","content":"<html><head></head><body><p>Cathie Wood isn&#39;t afraid to go fishing in the rain. The CEO and co-founder of ARK Invest was buying stocks on Thursday during the market deluge. She&#39;s had a rough run since a highly rewarding 2020 for her family of exchange-traded funds (<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a>s). You have to respect someone that&#39;s still looking to buy falling growth stocks when the market is at its worst.</p><p>What was she buying this time? Wood added to her existing stakes in <b>Shopify</b>, <b>Roku</b>, and <b>Sea Limited</b> on Thursday. Let&#39;s see what she may be seeing in these former market darlings that have fallen on hard times.</p><h2>Shopify</h2><p>Announcing a stock split doesn&#39;t guarantee that a stock will pop. Shares of Shopify plummeted 37% last month, despite announcing plans for a 10-for-1 split. Like many high-profile growth stocks, shares of the popular e-commerce platform provider have had a rough run in the market.</p><p>April was bad, and May isn&#39;t shaping up to be any better. The stock plummeted 15% on Thursday after a disappointing financial report. Revenue decelerated through the first three months of this year, clocking in with a mere 22% year-over-year advance. Rising costs obliterated the bottom line; earnings came in 71% below what analysts were targeting.</p><p>The tailwinds that helped Shopify deliver jaw-dropping growth until recently weren&#39;t going to last forever. However, this week&#39;s surprising shortfall on both ends of the income statement is both problematic and opportunistic. The financial update wasn&#39;t encouraging, but the stock now finds itself 77% below where it was at its November peak. The forward-thinking e-commerce solution that lets merchants of all sizes easily sell their wares across emerging social media platforms and their own digital storefront hasn&#39;t lost its relevancy. Shopify should recover from this setback.</p><h2>Roku</h2><p>Another company that has shed nearly 80% of its peak value but is still growing is Roku. The pioneer of video streaming on TV is a leading in an expanding niche. There were 61.3 million homes leaning on Roku by the end of March, and these are <i>active</i> accounts in every sense of the term. The average account is streaming nearly 3.8 hours a day on the platform.</p><p>We&#39;ve seen Roku&#39;s audience and total hours streamed grow 14% over the past year, silencing bearish arguments that folks will turn off their TVs and enjoy the great outdoors as the COVID-19 landscape improves following the vaccinations introduced last year. Advertisers also know that Roku consumers are worth reaching. Average revenue per user is up 34% over the past year.</p><p>Supply chain issues have slowed the production of its dongles, but Roku has enough deals in place with smart TV manufacturers to be the factory installed operating system of choice for many leading brands. After breaking through with a profit last year, analysts don&#39;t see a return to positive net income until 2024. It&#39;s not an ideal situation, but as long as Roku&#39;s audience keeps growing -- and those cradling the Roku remote controls keep watching -- the stock should eventually get back on track.</p><h2>Sea Limited</h2><p>Some companies are lucky to dominate <a href=\"https://laohu8.com/S/AONE.U\">one</a> niche, but Sea Limited is a giant in three important industries. The Singapore-based speedster is a major player in e-commerce, online gaming, and fintech.</p><p>It&#39;s not firing on all cylinders right now. It sees direct entertainment bookings -- basically its gaming arm -- declining sharply this year. It&#39;s been a challenging year for the online gaming market, particularly in Asia. However, its now larger e-commerce segment is expected to see its revenue soar 76%. Its smaller fintech division is expected to see its top line climb 155% this year.</p><p>Growth will slow at Sea Limited this year from the 106% year-over-year burst it posted the last time it reported quarterly results. Sea Limited will have a financial update in two weeks. Analysts see revenue growth slowing to a 37% clip this year and a 35% pace in 2023, but that&#39;s still respectable for a company of Sea Limited&#39;s size.</p><p>Shopify, Roku, and Sea Limited have all seen their shares fall by at least 77% since peaking last year. Yet they continue to be strong growth stocks, delivering healthy year-over-year growth right now. Cathie Wood may be on to something here.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-07 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/06/cathie-wood-goes-bargain-hunting-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood isn't afraid to go fishing in the rain. The CEO and co-founder of ARK Invest was buying stocks on Thursday during the market deluge. She's had a rough run since a highly rewarding 2020 for...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/06/cathie-wood-goes-bargain-hunting-3-stocks-she-just/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","ROKU":"Roku Inc","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/05/06/cathie-wood-goes-bargain-hunting-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2233352789","content_text":"Cathie Wood isn't afraid to go fishing in the rain. The CEO and co-founder of ARK Invest was buying stocks on Thursday during the market deluge. She's had a rough run since a highly rewarding 2020 for her family of exchange-traded funds (Pacer Swan SOS Fund of Funds ETF|ETFs). You have to respect someone that's still looking to buy falling growth stocks when the market is at its worst.What was she buying this time? Wood added to her existing stakes in Shopify, Roku, and Sea Limited on Thursday. Let's see what she may be seeing in these former market darlings that have fallen on hard times.ShopifyAnnouncing a stock split doesn't guarantee that a stock will pop. Shares of Shopify plummeted 37% last month, despite announcing plans for a 10-for-1 split. Like many high-profile growth stocks, shares of the popular e-commerce platform provider have had a rough run in the market.April was bad, and May isn't shaping up to be any better. The stock plummeted 15% on Thursday after a disappointing financial report. Revenue decelerated through the first three months of this year, clocking in with a mere 22% year-over-year advance. Rising costs obliterated the bottom line; earnings came in 71% below what analysts were targeting.The tailwinds that helped Shopify deliver jaw-dropping growth until recently weren't going to last forever. However, this week's surprising shortfall on both ends of the income statement is both problematic and opportunistic. The financial update wasn't encouraging, but the stock now finds itself 77% below where it was at its November peak. The forward-thinking e-commerce solution that lets merchants of all sizes easily sell their wares across emerging social media platforms and their own digital storefront hasn't lost its relevancy. Shopify should recover from this setback.RokuAnother company that has shed nearly 80% of its peak value but is still growing is Roku. The pioneer of video streaming on TV is a leading in an expanding niche. There were 61.3 million homes leaning on Roku by the end of March, and these are active accounts in every sense of the term. The average account is streaming nearly 3.8 hours a day on the platform.We've seen Roku's audience and total hours streamed grow 14% over the past year, silencing bearish arguments that folks will turn off their TVs and enjoy the great outdoors as the COVID-19 landscape improves following the vaccinations introduced last year. Advertisers also know that Roku consumers are worth reaching. Average revenue per user is up 34% over the past year.Supply chain issues have slowed the production of its dongles, but Roku has enough deals in place with smart TV manufacturers to be the factory installed operating system of choice for many leading brands. After breaking through with a profit last year, analysts don't see a return to positive net income until 2024. It's not an ideal situation, but as long as Roku's audience keeps growing -- and those cradling the Roku remote controls keep watching -- the stock should eventually get back on track.Sea LimitedSome companies are lucky to dominate one niche, but Sea Limited is a giant in three important industries. The Singapore-based speedster is a major player in e-commerce, online gaming, and fintech.It's not firing on all cylinders right now. It sees direct entertainment bookings -- basically its gaming arm -- declining sharply this year. It's been a challenging year for the online gaming market, particularly in Asia. However, its now larger e-commerce segment is expected to see its revenue soar 76%. Its smaller fintech division is expected to see its top line climb 155% this year.Growth will slow at Sea Limited this year from the 106% year-over-year burst it posted the last time it reported quarterly results. Sea Limited will have a financial update in two weeks. Analysts see revenue growth slowing to a 37% clip this year and a 35% pace in 2023, but that's still respectable for a company of Sea Limited's size.Shopify, Roku, and Sea Limited have all seen their shares fall by at least 77% since peaking last year. Yet they continue to be strong growth stocks, delivering healthy year-over-year growth right now. Cathie Wood may be on to something here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012535933,"gmtCreate":1649348677740,"gmtModify":1676534496451,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012535933","repostId":"1185894444","repostType":4,"repost":{"id":"1185894444","pubTimestamp":1649345400,"share":"https://ttm.financial/m/news/1185894444?lang=&edition=fundamental","pubTime":"2022-04-07 23:30","market":"us","language":"en","title":"Tesla Is Due to Report Earnings in Late April. Consider This \"Time Arbitrage\" Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1185894444","media":"Barron's","summary":"It will soon be truth or consequences time on Wall Street.Many of the world’s most important compani","content":"<html><head></head><body><p>It will soon be truth or consequences time on Wall Street.</p><p>Many of the world’s most important companies are about to start reporting quarterly earnings, providing investors with an opportunity to compare their estimates of reality with data and commentary from sophisticated corporate practitioners.</p><p>Whatever can be said about what happens next in the financial markets, one thing is clear: Many investors remain confused. The Federal Reserve and other central banks have begun to raise interest rates, bringing about the end of two decades of easy-money policies that supported stocks and the economy. Earnings reports should give investors insight into what comes next.</p><p>The trend, in short, may no longer be your friend, and in such times, it is helpful to have an investing framework. JPMorgan Chase CEO Jamie Dimon recently provided one in his annual letter to shareholders.</p><p>Dimon warned of the unprecedented risks facing the U.S. economy, ranging from persistent inflation, rising rates, the Covid-19 pandemic, and even the potential reordering of the world order. But he also offered some insight into the basic principles and strategies that he used to build his bank.</p><p>“We strive to build enduring businesses, and we are not a conglomerate—all our businesses rely on and benefit from each other. Both of these factors help generate our superior returns,” Dimon wrote, offering investors a useful way to evaluate companies that are well run—and potentially worthy of long-term investments.</p><p>Investors who are intrigued by this can take advantage of a strategy that we have long called “time arbitrage.” By selling short-term options on stocks that they can hold for a minimum of three to five years, investors can use present-day concerns to position to buy stocks that they are willing to warehouse.</p><p>The challenge, now and always, is to think like a thematic, long-term investor even when market conditions and cross currents are disquieting.</p><p>Consider <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>. The electric-vehicle maker recently reported better-than-expected sales data. If last year’s date is indicative, the company will report earnings in late April. To preposition, investors could consider selling Tesla’s put options to potentially buy the stock on weakness.</p><p>With Tesla’s stock at $1,045.76, investors could sell the May $900 put for about $31. The put sale positions them to buy the stock at $900. Should the stock be above $900 at expiration, investors can keep the options premium.</p><p>The great risk is that the stock falls far below the put price, obligating investors to cover the put or to make adjustments to it in the options market to avoid assignment.</p><p>During the past 52 weeks, the stock has ranged from $546.98 to $1,243.49. The company recently announced plans for a stock split “in the form of a stock dividend.” Tesla issued a 5-for-1 stock split in August 2020, but offered no details on the impending corporate action.</p><p>The world is increasingly realizing electric vehicles are the future. The recent surge in oil and gasoline prices has probably accelerated this trend.</p><p>Tesla pioneered the industry’s birth. The competitive moat might be narrowing as electric vehicles become more accepted, but Tesla founder and CEO Elon Musk has a mind of great singularity. He has seen the future. The short-term options trade outlined above is a way to monetize a long-term theme that will probably outlast economic and financial fluctuations.</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>Tesla Is Due to Report Earnings in Late April. Consider This \"Time Arbitrage\" Move</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is Due to Report Earnings in Late April. Consider This \"Time Arbitrage\" Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/a-time-arbitrage-options-play-on-tesla-stock-51649314803?mod=Searchresults><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It will soon be truth or consequences time on Wall Street.Many of the world’s most important companies are about to start reporting quarterly earnings, providing investors with an opportunity to ...</p>\n\n<a href=\"https://www.barrons.com/articles/a-time-arbitrage-options-play-on-tesla-stock-51649314803?mod=Searchresults\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/a-time-arbitrage-options-play-on-tesla-stock-51649314803?mod=Searchresults","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185894444","content_text":"It will soon be truth or consequences time on Wall Street.Many of the world’s most important companies are about to start reporting quarterly earnings, providing investors with an opportunity to compare their estimates of reality with data and commentary from sophisticated corporate practitioners.Whatever can be said about what happens next in the financial markets, one thing is clear: Many investors remain confused. The Federal Reserve and other central banks have begun to raise interest rates, bringing about the end of two decades of easy-money policies that supported stocks and the economy. Earnings reports should give investors insight into what comes next.The trend, in short, may no longer be your friend, and in such times, it is helpful to have an investing framework. JPMorgan Chase CEO Jamie Dimon recently provided one in his annual letter to shareholders.Dimon warned of the unprecedented risks facing the U.S. economy, ranging from persistent inflation, rising rates, the Covid-19 pandemic, and even the potential reordering of the world order. But he also offered some insight into the basic principles and strategies that he used to build his bank.“We strive to build enduring businesses, and we are not a conglomerate—all our businesses rely on and benefit from each other. Both of these factors help generate our superior returns,” Dimon wrote, offering investors a useful way to evaluate companies that are well run—and potentially worthy of long-term investments.Investors who are intrigued by this can take advantage of a strategy that we have long called “time arbitrage.” By selling short-term options on stocks that they can hold for a minimum of three to five years, investors can use present-day concerns to position to buy stocks that they are willing to warehouse.The challenge, now and always, is to think like a thematic, long-term investor even when market conditions and cross currents are disquieting.Consider Tesla. The electric-vehicle maker recently reported better-than-expected sales data. If last year’s date is indicative, the company will report earnings in late April. To preposition, investors could consider selling Tesla’s put options to potentially buy the stock on weakness.With Tesla’s stock at $1,045.76, investors could sell the May $900 put for about $31. The put sale positions them to buy the stock at $900. Should the stock be above $900 at expiration, investors can keep the options premium.The great risk is that the stock falls far below the put price, obligating investors to cover the put or to make adjustments to it in the options market to avoid assignment.During the past 52 weeks, the stock has ranged from $546.98 to $1,243.49. The company recently announced plans for a stock split “in the form of a stock dividend.” Tesla issued a 5-for-1 stock split in August 2020, but offered no details on the impending corporate action.The world is increasingly realizing electric vehicles are the future. The recent surge in oil and gasoline prices has probably accelerated this trend.Tesla pioneered the industry’s birth. The competitive moat might be narrowing as electric vehicles become more accepted, but Tesla founder and CEO Elon Musk has a mind of great singularity. He has seen the future. The short-term options trade outlined above is a way to monetize a long-term theme that will probably outlast economic and financial fluctuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013504811,"gmtCreate":1648741165946,"gmtModify":1676534389746,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013504811","repostId":"2223033801","repostType":4,"repost":{"id":"2223033801","pubTimestamp":1648709994,"share":"https://ttm.financial/m/news/2223033801?lang=&edition=fundamental","pubTime":"2022-03-31 14:59","market":"us","language":"en","title":"The Smartest Stocks to Buy With $300 on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2223033801","media":"Motley Fool","summary":"A stock market correction is the perfect time for investors to buy high-quality companies at a discount.","content":"<html><head></head><body><p>Investing in the stock market has been a bit of an adventure in 2022. Over the past three months, all three major U.S. indexes have undergone their steepest corrections in two years. In fact, the technology-dependent <b>Nasdaq Composite</b> briefly entered bear market territory.</p><p>While the velocity of moves lower in the broad-market indexes can, at times, be scary, the key thing to remember is that pullbacks are always an opportunity for patient investors to go on the offensive. That&#39;s because every single crash or correction throughout history has eventually been placed into the rearview mirror by a bull market rally.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F672138%2Frolled-up-cash-money-invest-save-three-hundred-dollars-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>Just as important, you don&#39;t need a mountain of cash to take advantage of these dips in the stock market. Since most online brokerages ditched commission fees and minimum deposit requirements, any amount of money -- even $300 -- can be the perfect amount to invest.</p><p>If you have $300 at the ready, which won&#39;t be needed for bills or to cover emergencies, here are some of the smartest stocks you can buy on the dip.</p><h2>Teladoc Health</h2><p>The first beaten-down stock to buy with $300 is the kingpin of telemedicine, <b>Teladoc Health</b>.</p><p>Skeptics have had two big issues with Teladoc over the past year. To begin with, they believe the company has enjoyed a pandemic-related benefit and its growth will slow dramatically when we exit the pandemic. Second, skeptics are concerned about Teladoc&#39;s back-to-back years of larger-than-expected losses following the pricey acquisition of Livongo Health. While I understand where this opposing view is coming from, neither of these headwinds has legs to stand on.</p><p>Although Teladoc did benefit nicely during the initial stages of the pandemic, investors need to recognize that this shift to virtual visit healthcare platforms began well before 2020. In the six years leading up to the pandemic, Teladoc&#39;s sales grew by an average annual rate of 74%! That&#39;s not a fluke. It&#39;s a sign that the way personalized care is administered in the U.S. is changing.</p><p>Telehealth is a win for all parties up and down the healthcare treatment chain. It&#39;s often more convenient for patients to connect with physicians from their homes, while virtual visits allow physicians to keep better tabs on chronically ill patients. The end result should be improved patient outcomes and less money out of the pockets of health insurers.</p><p>As for Teladoc&#39;s larger losses, these should be a thing of the past. With Livongo&#39;s integration costs and stock-based compensation expected to decline significantly in 2022, the company has a pretty clear path to profitability by 2024, if not sooner.</p><p>Furthermore, don&#39;t overlook the importance of Teladoc and Livongo being able to cross-sell on each other&#39;s platforms. Though the Livongo deal was pricey in hindsight, it&#39;s going to fuel sustainable sales growth of 20% to 30% throughout the decade. This makes the nearly 80% retracement in Teladoc&#39;s shares since February 2021 an ideal buying opportunity.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F672138%2F5g-wireless-network-circuit-telecom-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Qorvo</h2><p>Another smart stock that&#39;s begging to be bought with $300 is semiconductor solutions company <b>Qorvo</b>. Shares have retraced by roughly 35% over the past nine months, which doesn&#39;t make much sense given how well Qorvo has been executing.</p><p>There are three core catalysts that should have investors excited about the discount they can nab on Qorvo right now.</p><p>To start with, it should be a prime beneficiary of the 5G wireless revolution. It&#39;s been about a decade since wireless download speeds were meaningfully improved. Upgrading 5G wireless infrastructure should encourage a steady device replacement cycle that lasts for years. Qorvo is responsible for providing a variety of connectivity solutions used in next-generation smartphones. Thus, the more smartphones that are manufactured and sold, the more opportunity the company has to get its solutions into 5G-capable devices.</p><p>The second catalyst, which effectively builds on the first, is Qorvo&#39;s tight-knit relationship with <b>Apple</b>. Last year, Apple was responsible for approximately 30% of Qorvo&#39;s annual sales.  There may not be a company in the world with a more loyal customer base than Apple, meaning the 5G-capable iPhone, and its many variations, should continue to drive revenue and profit growth for Qorvo.</p><p>The third upside impetus is the company&#39;s ancillary revenue opportunities outside of smartphones. For instance, Qorvo provides advanced antennas that allow next-gen automobiles to connect to the cloud. While these ancillary revenue streams take a back seat to smartphones in terms of total sales, they&#39;ll likely be a faster growth opportunity throughout the decade.</p><p>With Qorvo offering low double-digit sales growth and a forward-year price-to-earnings ratio of just 10, it looks to be a perfect blend of growth and value.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F672138%2Fwoman-talk-smartphone-city-wireless-5g-4g-data-voicemail-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>AT&amp;T</h2><p>For you value investors, telecom stock <b>AT&amp;T</b> might just be one of the smartest places to put $300 to work right now. Shares of the widely followed company have retraced by 30% since hitting a 52-week high back in May 2021.</p><p>The big knock against AT&amp;T in recent years has been its lack of growth and the high debt levels that have somewhat constrained its financial flexibility. The good news is AT&amp;T has a way to address both of these concerns in the coming years.</p><p>To echo what was said about Qorvo, AT&amp;T should notably benefit from the ongoing rollout of 5G wireless infrastructure. Even though it&#39;ll be costly and time-consuming for AT&amp;T to upgrade its network, faster download speeds will encourage the company&#39;s wireless subscribers to use more data. Since data consumption drives the company&#39;s juicy wireless margin, it&#39;s a no-brainer way to boost its organic growth rate.</p><p>The other significant growth catalyst for AT&amp;T is the coming spin-off of its content arm, WarnerMedia, and the subsequent merging of WarnerMedia with <b>Discovery</b> to create a new media entity. This new company, WarnerMedia-Discovery (no points awarded for originality), should recognize more than $3 billion in annual cost savings and have in the neighborhood of 94 million streaming customers (on a pro forma basis).</p><p>Following the spinoff, AT&amp;T will be focused on debt reduction. Even though its dividend will be slightly more than halved in order to reduce cash outflow and pay down debt, the company will maintain its high-yield status. This superior yield can come in especially handy in a high-inflation environment.</p><p>Compared to Teladoc and Qorvo, AT&amp;T is a turtle on the growth front. But its telecom and media operations are highly profitable and very predictable from a cash flow perspective. This makes AT&amp;T&#39;s shares an absolute steal at less than 8 times forecast earnings for 2022.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Smartest Stocks to Buy With $300 on the Dip</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 Smartest Stocks to Buy With $300 on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-31 14:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/30/the-smartest-stocks-to-buy-with-300-on-the-dip/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing in the stock market has been a bit of an adventure in 2022. Over the past three months, all three major U.S. indexes have undergone their steepest corrections in two years. In fact, the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/30/the-smartest-stocks-to-buy-with-300-on-the-dip/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4515":"5G概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4567":"ESG概念","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","QRVO":"Qorvo, Inc.","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","BK4167":"医疗保健技术","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4115":"综合电信业务","BK4574":"无人驾驶","TDOC":"Teladoc Health Inc.","BK4573":"虚拟现实","T":"美国电话电报","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4512":"苹果概念","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://www.fool.com/investing/2022/03/30/the-smartest-stocks-to-buy-with-300-on-the-dip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2223033801","content_text":"Investing in the stock market has been a bit of an adventure in 2022. Over the past three months, all three major U.S. indexes have undergone their steepest corrections in two years. In fact, the technology-dependent Nasdaq Composite briefly entered bear market territory.While the velocity of moves lower in the broad-market indexes can, at times, be scary, the key thing to remember is that pullbacks are always an opportunity for patient investors to go on the offensive. That's because every single crash or correction throughout history has eventually been placed into the rearview mirror by a bull market rally.Image source: Getty Images.Just as important, you don't need a mountain of cash to take advantage of these dips in the stock market. Since most online brokerages ditched commission fees and minimum deposit requirements, any amount of money -- even $300 -- can be the perfect amount to invest.If you have $300 at the ready, which won't be needed for bills or to cover emergencies, here are some of the smartest stocks you can buy on the dip.Teladoc HealthThe first beaten-down stock to buy with $300 is the kingpin of telemedicine, Teladoc Health.Skeptics have had two big issues with Teladoc over the past year. To begin with, they believe the company has enjoyed a pandemic-related benefit and its growth will slow dramatically when we exit the pandemic. Second, skeptics are concerned about Teladoc's back-to-back years of larger-than-expected losses following the pricey acquisition of Livongo Health. While I understand where this opposing view is coming from, neither of these headwinds has legs to stand on.Although Teladoc did benefit nicely during the initial stages of the pandemic, investors need to recognize that this shift to virtual visit healthcare platforms began well before 2020. In the six years leading up to the pandemic, Teladoc's sales grew by an average annual rate of 74%! That's not a fluke. It's a sign that the way personalized care is administered in the U.S. is changing.Telehealth is a win for all parties up and down the healthcare treatment chain. It's often more convenient for patients to connect with physicians from their homes, while virtual visits allow physicians to keep better tabs on chronically ill patients. The end result should be improved patient outcomes and less money out of the pockets of health insurers.As for Teladoc's larger losses, these should be a thing of the past. With Livongo's integration costs and stock-based compensation expected to decline significantly in 2022, the company has a pretty clear path to profitability by 2024, if not sooner.Furthermore, don't overlook the importance of Teladoc and Livongo being able to cross-sell on each other's platforms. Though the Livongo deal was pricey in hindsight, it's going to fuel sustainable sales growth of 20% to 30% throughout the decade. This makes the nearly 80% retracement in Teladoc's shares since February 2021 an ideal buying opportunity.Image source: Getty Images.QorvoAnother smart stock that's begging to be bought with $300 is semiconductor solutions company Qorvo. Shares have retraced by roughly 35% over the past nine months, which doesn't make much sense given how well Qorvo has been executing.There are three core catalysts that should have investors excited about the discount they can nab on Qorvo right now.To start with, it should be a prime beneficiary of the 5G wireless revolution. It's been about a decade since wireless download speeds were meaningfully improved. Upgrading 5G wireless infrastructure should encourage a steady device replacement cycle that lasts for years. Qorvo is responsible for providing a variety of connectivity solutions used in next-generation smartphones. Thus, the more smartphones that are manufactured and sold, the more opportunity the company has to get its solutions into 5G-capable devices.The second catalyst, which effectively builds on the first, is Qorvo's tight-knit relationship with Apple. Last year, Apple was responsible for approximately 30% of Qorvo's annual sales.  There may not be a company in the world with a more loyal customer base than Apple, meaning the 5G-capable iPhone, and its many variations, should continue to drive revenue and profit growth for Qorvo.The third upside impetus is the company's ancillary revenue opportunities outside of smartphones. For instance, Qorvo provides advanced antennas that allow next-gen automobiles to connect to the cloud. While these ancillary revenue streams take a back seat to smartphones in terms of total sales, they'll likely be a faster growth opportunity throughout the decade.With Qorvo offering low double-digit sales growth and a forward-year price-to-earnings ratio of just 10, it looks to be a perfect blend of growth and value.Image source: Getty Images.AT&TFor you value investors, telecom stock AT&T might just be one of the smartest places to put $300 to work right now. Shares of the widely followed company have retraced by 30% since hitting a 52-week high back in May 2021.The big knock against AT&T in recent years has been its lack of growth and the high debt levels that have somewhat constrained its financial flexibility. The good news is AT&T has a way to address both of these concerns in the coming years.To echo what was said about Qorvo, AT&T should notably benefit from the ongoing rollout of 5G wireless infrastructure. Even though it'll be costly and time-consuming for AT&T to upgrade its network, faster download speeds will encourage the company's wireless subscribers to use more data. Since data consumption drives the company's juicy wireless margin, it's a no-brainer way to boost its organic growth rate.The other significant growth catalyst for AT&T is the coming spin-off of its content arm, WarnerMedia, and the subsequent merging of WarnerMedia with Discovery to create a new media entity. This new company, WarnerMedia-Discovery (no points awarded for originality), should recognize more than $3 billion in annual cost savings and have in the neighborhood of 94 million streaming customers (on a pro forma basis).Following the spinoff, AT&T will be focused on debt reduction. Even though its dividend will be slightly more than halved in order to reduce cash outflow and pay down debt, the company will maintain its high-yield status. This superior yield can come in especially handy in a high-inflation environment.Compared to Teladoc and Qorvo, AT&T is a turtle on the growth front. But its telecom and media operations are highly profitable and very predictable from a cash flow perspective. This makes AT&T's shares an absolute steal at less than 8 times forecast earnings for 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010269643,"gmtCreate":1648397424744,"gmtModify":1676534333883,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010269643","repostId":"1191611475","repostType":4,"repost":{"id":"1191611475","pubTimestamp":1648341534,"share":"https://ttm.financial/m/news/1191611475?lang=&edition=fundamental","pubTime":"2022-03-27 08:38","market":"us","language":"en","title":"SoFi Stock Bulls Can Rejoice as a Great Catalyst Is Coming Up","url":"https://stock-news.laohu8.com/highlight/detail?id=1191611475","media":"investorplace","summary":"SoFi’s (NASDAQ:SOFI) stock has been declining, and it’s not surprising. Investing in fintech stocks ","content":"<html><head></head><body><p>SoFi’s (NASDAQ:SOFI) stock has been declining, and it’s not surprising. Investing in fintech stocks during this time is often considered a tough decision. The tensions between Russia and Ukraine are heating up.</p><p>The Federal Reserve is looking to reign in inflation through interest rate hikes on the domestic front. However, considering the positive catalysts on the horizon now is not the time to part ways with SoFi stock.</p><p>The financial industry is changing rapidly, and the pace of innovation is increasing. Banks are increasingly using APIs to power their business. They are also looking for new ways to compete with fintech, which offers various products and services.</p><p>SoFi is a successful example of a company that has transformed the banking industry by offering customers a “one-stop-shop” financial services platform that includes personal loans, mortgages, savings accounts, and wealth management products. SoFi’s success can be attributed to its innovative business model and focus on customer experience.</p><p>One of the biggest pieces of news coming from SoFi was its fourth-quarter earnings report and its recent approval for a bank charter. Both of the announcements were positive catalysts for the stock. This is great news for existing SoFi customers and investors looking to invest in the company.</p><p>But shares of the company are still trading at cheap multiples versus their 52-week high. That is why many risk-tolerant investors are drooling at the prospect of investing in this one.</p><h2>Student Debt Refinancing Volume Returning</h2><p>Despite the negative market sentiment, SoFi is not making any wrong moves. The overall market machinations are having an impact on every tech stock out there.</p><p>Management took several steps to help the company deal with the pandemic, and they have done a great job meeting these challenges. Despite seeing its student loan origination volume drop drastically, the company managed to do well because of a three-business segment operating model. The CARES Act led to lower student loan origination after the virus. The legislation kept a freeze in effect during the pandemic. After that, there have been several extensions, and the latest one ends on May 1.</p><p>Lawmakers could push for extensions. However, the pandemic has receded, and things are getting back to normal. Therefore, it is likely that this is the last extension. If that is the case, then the student loan business can return and drive returns in the second half of the year. That is a major catalyst that the company can look forward towards.</p><h2>Diversifying the Revenue Mix</h2><p>Interestingly, Covid-19 allowed the company to reassess its product portfolio. In doing so, it managed to power its portfolio with new products. Its Galileo and Financial Services segments proved money-spinners in this regard, and you can make a case that they can outperform the Lending segment in the long run.</p><p>Galileo is a payment platform that provides customers with an API. The platform allows merchants to create their own branded payment cards, which customers can use to make payments.</p><p>Galileo offers a solution for businesses and consumers who want to avoid the high transaction fees associated with credit and debit card transactions.</p><p>Technology Platform segment net revenue for the fourth quarter of 2021 was $53.3 million, which is up 42% from the comparable prior-year period. For the full year of 2021, segment net revenue was $194.9 million, representing year-on-year growth of 102%.</p><p>Meanwhile, the company’s financial services segment includes SoFi Invest, Money, Credit Card, and Lantern by SoFi.</p><p>The fourth-quarter revenue for this division was $22 million, which was more than five times the total revenue from 2020. This is a significant accomplishment made while building out this segment.</p><p>In addition, the company is nearing the closure of its purchase of Technisys in an all-stock deal worth $1.1 billion. This deal will allow the company to grow its user base in Latin America and also improve services in terms of personalized offerings. In addition, the agreement is expected to reduce operating expenses by $75 million to $85 million between 2023 and 2025. As my colleague, Vandita Jadeja said, the purchase is another step toward becoming a one-stop-shop for all financial services.</p><h2>The Bottom Line</h2><p>Due to the bearish market sentiment, investors are avoiding fintech stocks. However, it’s important to judge every company on its merits. The broader market issues will impact the price. Ultimately, though, the markets will reward a strong operating model.</p><p>SoFi has all the advantages to succeed in the future. They can offer lower interest rates and flexible repayment plans, making their services more attractive than other lenders. Plus, as the end of a federal moratorium nears, it has an additional catalyst that will power its returns through the year.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SoFi Stock Bulls Can Rejoice as a Great Catalyst Is Coming Up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoFi Stock Bulls Can Rejoice as a Great Catalyst Is Coming Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-27 08:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/sofi-stock-bulls-can-rejoice-as-a-great-catalyst-is-coming-up/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SoFi’s (NASDAQ:SOFI) stock has been declining, and it’s not surprising. Investing in fintech stocks during this time is often considered a tough decision. The tensions between Russia and Ukraine are ...</p>\n\n<a href=\"https://investorplace.com/2022/03/sofi-stock-bulls-can-rejoice-as-a-great-catalyst-is-coming-up/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://investorplace.com/2022/03/sofi-stock-bulls-can-rejoice-as-a-great-catalyst-is-coming-up/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191611475","content_text":"SoFi’s (NASDAQ:SOFI) stock has been declining, and it’s not surprising. Investing in fintech stocks during this time is often considered a tough decision. The tensions between Russia and Ukraine are heating up.The Federal Reserve is looking to reign in inflation through interest rate hikes on the domestic front. However, considering the positive catalysts on the horizon now is not the time to part ways with SoFi stock.The financial industry is changing rapidly, and the pace of innovation is increasing. Banks are increasingly using APIs to power their business. They are also looking for new ways to compete with fintech, which offers various products and services.SoFi is a successful example of a company that has transformed the banking industry by offering customers a “one-stop-shop” financial services platform that includes personal loans, mortgages, savings accounts, and wealth management products. SoFi’s success can be attributed to its innovative business model and focus on customer experience.One of the biggest pieces of news coming from SoFi was its fourth-quarter earnings report and its recent approval for a bank charter. Both of the announcements were positive catalysts for the stock. This is great news for existing SoFi customers and investors looking to invest in the company.But shares of the company are still trading at cheap multiples versus their 52-week high. That is why many risk-tolerant investors are drooling at the prospect of investing in this one.Student Debt Refinancing Volume ReturningDespite the negative market sentiment, SoFi is not making any wrong moves. The overall market machinations are having an impact on every tech stock out there.Management took several steps to help the company deal with the pandemic, and they have done a great job meeting these challenges. Despite seeing its student loan origination volume drop drastically, the company managed to do well because of a three-business segment operating model. The CARES Act led to lower student loan origination after the virus. The legislation kept a freeze in effect during the pandemic. After that, there have been several extensions, and the latest one ends on May 1.Lawmakers could push for extensions. However, the pandemic has receded, and things are getting back to normal. Therefore, it is likely that this is the last extension. If that is the case, then the student loan business can return and drive returns in the second half of the year. That is a major catalyst that the company can look forward towards.Diversifying the Revenue MixInterestingly, Covid-19 allowed the company to reassess its product portfolio. In doing so, it managed to power its portfolio with new products. Its Galileo and Financial Services segments proved money-spinners in this regard, and you can make a case that they can outperform the Lending segment in the long run.Galileo is a payment platform that provides customers with an API. The platform allows merchants to create their own branded payment cards, which customers can use to make payments.Galileo offers a solution for businesses and consumers who want to avoid the high transaction fees associated with credit and debit card transactions.Technology Platform segment net revenue for the fourth quarter of 2021 was $53.3 million, which is up 42% from the comparable prior-year period. For the full year of 2021, segment net revenue was $194.9 million, representing year-on-year growth of 102%.Meanwhile, the company’s financial services segment includes SoFi Invest, Money, Credit Card, and Lantern by SoFi.The fourth-quarter revenue for this division was $22 million, which was more than five times the total revenue from 2020. This is a significant accomplishment made while building out this segment.In addition, the company is nearing the closure of its purchase of Technisys in an all-stock deal worth $1.1 billion. This deal will allow the company to grow its user base in Latin America and also improve services in terms of personalized offerings. In addition, the agreement is expected to reduce operating expenses by $75 million to $85 million between 2023 and 2025. As my colleague, Vandita Jadeja said, the purchase is another step toward becoming a one-stop-shop for all financial services.The Bottom LineDue to the bearish market sentiment, investors are avoiding fintech stocks. However, it’s important to judge every company on its merits. The broader market issues will impact the price. Ultimately, though, the markets will reward a strong operating model.SoFi has all the advantages to succeed in the future. They can offer lower interest rates and flexible repayment plans, making their services more attractive than other lenders. Plus, as the end of a federal moratorium nears, it has an additional catalyst that will power its returns through the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010269865,"gmtCreate":1648397376582,"gmtModify":1676534333883,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010269865","repostId":"1155138099","repostType":4,"repost":{"id":"1155138099","pubTimestamp":1648342031,"share":"https://ttm.financial/m/news/1155138099?lang=&edition=fundamental","pubTime":"2022-03-27 08:47","market":"us","language":"en","title":"Apple: Plan For iPhone Subscriptions Could Be Massive - Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1155138099","media":"seekingalpha","summary":"Bloomberg reported that Apple is considering a hardware subscription strategy for its devices.We dis","content":"<html><head></head><body><ul><li>Bloomberg reported that Apple is considering a hardware subscription strategy for its devices.</li><li>We discuss why it could help Apple penetrate more effectively into Android&#39;s traditional strongholds and take share.</li><li>We also discuss why AAPL stock is a Buy.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acc9714ab5a74941eaf8758b8b77e3a3\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>PhillDanze/iStock Editorial via Getty Images</span></p><p></p><h2>Investment Thesis</h2><p>Apple Inc. (NASDAQ:AAPL) was reported to be considering a hardware subscription service for its suite of products. So naturally, the attention is on its flagship iPhone segment. Nevertheless, nothing has been confirmed, and plans could continue to be developed or even stalled.</p><p>However, we believe it could mark a significant pivot in Apple&#39;s strategy to reach further into Android&#39;s (GOOGL) (GOOG) installed base. Apple&#39;s 5G launches starting with iPhone 12, have seen tremendous success in the US and China. Furthermore, iPhone 13 has continued its massive momentum. Recent supply chain checks also revealed that it&#39;s trending ahead of estimates, despite the transitory shutdown by its key contract manufacturer Foxconn (OTCPK:HNHAF).</p><p>We discuss why hardware/iPhone subscriptions could be a massive game-changer. We also maintain our Buy rating on AAPL stock. But, we noted a robust recovery from its March bottom, and its price action doesn&#39;t seem ideal to add exposure.</p><p>Therefore, if you are not in a rush, you can consider waiting for the recent spike to be digested first before adding.</p><p><b>AAPL Stock Key Metrics</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/612265ffa4b9faeeddd47fdd0766fca4\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>AAPL stock NTM EBIT valuation (TIKR)</span></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee1dbf8a24918fcadf0b82caff8e4270\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>AAPL stock consensus price targets Vs. stock performance (TIKR)</span></p><p></p><p>AAPL stock&#39;s NTM EBIT multiple of 22.9x is trading ahead of its 3Y NTM EBIT mean of 20.2x. So, AAPL stock has moved away from the 20x multiple that has supported its stock over the past year.</p><p>Furthermore, the stock has also progressed well ahead of its most conservative price targets ((PTs)) as seen above. Its most conservative PTs have been robust support levels for AAPL stock over time. Therefore, we think the current buy zone is not ideal if you are looking to add exposure. But, if you are not concerned with near-term volatility, its stock is still not significantly overvalued.</p><p>Furthermore, we believe that Apple holds several optionalities that could spur the Street to re-rate its stock. These include its Apple Car project, its burgeoning services segment, and its rapidly growing ad business.</p><h2>Why Apple&#39;s iPhone Subscriptions Could Be A Game-Changer</h2><p>Bloomberg reported that Apple is mulling a subscription service for its hardware, including its iconic iPhone. Therefore, subscribers would only need to pay a monthly fee. Apple would manage the program through a subscriber&#39;s Apple account, similar to how they have subscribed to other Apple services.</p><p>Notably, it&#39;s different from its current installment programs. Bloomberg noted (edited): &#34;The monthly charge wouldn&#39;t be the price of the device split across 12 or 24 months. Rather, it would be a yet-to-be-determined monthly fee that depends on which device the user chooses.&#34;</p><p>We believe that this could be a noteworthy development in Apple&#39;s services strategy. Apple has been moving ahead with monetizing its massive hardware active installed base that has exceeded 1.65B. Of these, it reported that 785M have signed up as subscribers for its suite of services in FQ1&#39;22 (CQ4&#39;21).</p><p>Apple&#39;s premium smartphone leadership has undoubtedly helped it extend its lead in its segment. For example, Counterpoint Research pointed out that Apple has continued to expand its premium segment market share in China. It accentuated thatApple captured 63.5% in the premium segment share in 2021, compared to 55.4% in 2020. Therefore, Apple has capitalized on Huawei&#39;s demise with incredible &#34;ruthlessness,&#34; despite the best efforts from its Chinese smartphone rivals.</p><p>However, according to StatCounter, Android remains the most important mobile OS globally, with adevice share of 71%. Therefore, it&#39;s clear that most users are still equipped with much cheaper Android phones, and Apple has yet to penetrate this segment.</p><p>While the $429 iPhone SE 5G holds promise, the Street has projected just about 30M units this year. Furthermore, DIGITIMES also reported thatApple shipped about 25M to 30M unitsof its previous iPhone SE in 2020 in its first year of release. Moreover, Counterpoint Research also highlighted that it accounted for about &#34;12% of Apple&#39;s total iPhone unit salesfrom its launch in Q2 2020 to Q4 2021 - with Japan and US the biggest markets for the device globally.&#34;</p><p>Therefore, if Apple wants to make its mark in the low to mid-segment and gain share against Android, a subscription service makes tremendous sense. China&#39;s 5G smartphone penetration rate has already reached about 80%. But, the opportunities in the rest of Asia and Europe could offer Apple tremendous potential. Notably, Apple needs to make its iPhone more affordable without impinging on its treasured margins. Bloomberg&#39;s Mark Gurman even suggested that Apple launch a $199 iPhone SE 5G to penetrate the low to mid-tier segment more effectively before its Peek Performance event in March. He emphasized (edited):</p><blockquote><i>A device priced at $200 could make inroads in regions like Africa, South America, and parts of Asia that are currently Android strongholds</i>.</blockquote><blockquote>That would let Apple<i>sign up more customers for services</i>, potentially making a low-end iPhone quite lucrative for Apple in the long run. But so far, the company has steered well clear of that approach.</blockquote><blockquote>In 2013, when carrier subsidies began to disappear and demand for a lower-cost iPhone grew, Apple executives said they wouldn&#39;t release a cheap model just to blindly chase market share. It did put out the lower-end SE in 2016, but the phone was $399-well above the level of many Androids-and the price never came down over the following five years.<i>The company has stuck by Steve Jobs&#39; &#39;don&#39;t ship junk&#39; ethos.</i>-Bloomberg</blockquote><p>Furthermore, the 5G upgrade cycle is still in its early stages and gaining rapid adoption. Counterpoint Research also highlighted in a recent note thatglobal 5G smartphone penetrationsurpassed 4G for the first time in January 2022.</p><p>Therefore, there&#39;s a considerable opportunity for Apple to leverage this 5G wave to encourage switchers from Android to iOS. Hence, we believe a hardware subscription strategy could be massive for the Cupertino company to spur the adoption of its 5G devices.</p><p>We believe that Apple can continue innovating and introducing effective ideas to capture the segment Android has traditionally dominated without necessarily sacrificing its brand value and margins.</p><h2>Is AAPL Stock A Buy, Sell, Or Hold?</h2><p>AAPL stock is slightly overvalued, but not by much. Therefore, if you need a higher margin of safety, you can consider taking a 10-15% haircut.</p><p>Otherwise, if you have a firm conviction of Apple&#39;s execution ability, the current price could offer a suitable opportunity to increase exposure.</p><p>Furthermore, we think Apple has several optionalities that have not been factored into its stock price. And the potential hardware subscription strategy adds to its growing list of monetization potential.</p><p>As such, we reiterate our Buy rating on AAPL stock.</p></body></html>","source":"lsy1638401102509","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Plan For iPhone Subscriptions Could Be Massive - Here's Why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Plan For iPhone Subscriptions Could Be Massive - Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-27 08:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4497874-apple-iphone-subscriptions-could-be-massive><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bloomberg reported that Apple is considering a hardware subscription strategy for its devices.We discuss why it could help Apple penetrate more effectively into Android's traditional strongholds and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4497874-apple-iphone-subscriptions-could-be-massive\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4497874-apple-iphone-subscriptions-could-be-massive","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155138099","content_text":"Bloomberg reported that Apple is considering a hardware subscription strategy for its devices.We discuss why it could help Apple penetrate more effectively into Android's traditional strongholds and take share.We also discuss why AAPL stock is a Buy.PhillDanze/iStock Editorial via Getty ImagesInvestment ThesisApple Inc. (NASDAQ:AAPL) was reported to be considering a hardware subscription service for its suite of products. So naturally, the attention is on its flagship iPhone segment. Nevertheless, nothing has been confirmed, and plans could continue to be developed or even stalled.However, we believe it could mark a significant pivot in Apple's strategy to reach further into Android's (GOOGL) (GOOG) installed base. Apple's 5G launches starting with iPhone 12, have seen tremendous success in the US and China. Furthermore, iPhone 13 has continued its massive momentum. Recent supply chain checks also revealed that it's trending ahead of estimates, despite the transitory shutdown by its key contract manufacturer Foxconn (OTCPK:HNHAF).We discuss why hardware/iPhone subscriptions could be a massive game-changer. We also maintain our Buy rating on AAPL stock. But, we noted a robust recovery from its March bottom, and its price action doesn't seem ideal to add exposure.Therefore, if you are not in a rush, you can consider waiting for the recent spike to be digested first before adding.AAPL Stock Key MetricsAAPL stock NTM EBIT valuation (TIKR)AAPL stock consensus price targets Vs. stock performance (TIKR)AAPL stock's NTM EBIT multiple of 22.9x is trading ahead of its 3Y NTM EBIT mean of 20.2x. So, AAPL stock has moved away from the 20x multiple that has supported its stock over the past year.Furthermore, the stock has also progressed well ahead of its most conservative price targets ((PTs)) as seen above. Its most conservative PTs have been robust support levels for AAPL stock over time. Therefore, we think the current buy zone is not ideal if you are looking to add exposure. But, if you are not concerned with near-term volatility, its stock is still not significantly overvalued.Furthermore, we believe that Apple holds several optionalities that could spur the Street to re-rate its stock. These include its Apple Car project, its burgeoning services segment, and its rapidly growing ad business.Why Apple's iPhone Subscriptions Could Be A Game-ChangerBloomberg reported that Apple is mulling a subscription service for its hardware, including its iconic iPhone. Therefore, subscribers would only need to pay a monthly fee. Apple would manage the program through a subscriber's Apple account, similar to how they have subscribed to other Apple services.Notably, it's different from its current installment programs. Bloomberg noted (edited): \"The monthly charge wouldn't be the price of the device split across 12 or 24 months. Rather, it would be a yet-to-be-determined monthly fee that depends on which device the user chooses.\"We believe that this could be a noteworthy development in Apple's services strategy. Apple has been moving ahead with monetizing its massive hardware active installed base that has exceeded 1.65B. Of these, it reported that 785M have signed up as subscribers for its suite of services in FQ1'22 (CQ4'21).Apple's premium smartphone leadership has undoubtedly helped it extend its lead in its segment. For example, Counterpoint Research pointed out that Apple has continued to expand its premium segment market share in China. It accentuated thatApple captured 63.5% in the premium segment share in 2021, compared to 55.4% in 2020. Therefore, Apple has capitalized on Huawei's demise with incredible \"ruthlessness,\" despite the best efforts from its Chinese smartphone rivals.However, according to StatCounter, Android remains the most important mobile OS globally, with adevice share of 71%. Therefore, it's clear that most users are still equipped with much cheaper Android phones, and Apple has yet to penetrate this segment.While the $429 iPhone SE 5G holds promise, the Street has projected just about 30M units this year. Furthermore, DIGITIMES also reported thatApple shipped about 25M to 30M unitsof its previous iPhone SE in 2020 in its first year of release. Moreover, Counterpoint Research also highlighted that it accounted for about \"12% of Apple's total iPhone unit salesfrom its launch in Q2 2020 to Q4 2021 - with Japan and US the biggest markets for the device globally.\"Therefore, if Apple wants to make its mark in the low to mid-segment and gain share against Android, a subscription service makes tremendous sense. China's 5G smartphone penetration rate has already reached about 80%. But, the opportunities in the rest of Asia and Europe could offer Apple tremendous potential. Notably, Apple needs to make its iPhone more affordable without impinging on its treasured margins. Bloomberg's Mark Gurman even suggested that Apple launch a $199 iPhone SE 5G to penetrate the low to mid-tier segment more effectively before its Peek Performance event in March. He emphasized (edited):A device priced at $200 could make inroads in regions like Africa, South America, and parts of Asia that are currently Android strongholds.That would let Applesign up more customers for services, potentially making a low-end iPhone quite lucrative for Apple in the long run. But so far, the company has steered well clear of that approach.In 2013, when carrier subsidies began to disappear and demand for a lower-cost iPhone grew, Apple executives said they wouldn't release a cheap model just to blindly chase market share. It did put out the lower-end SE in 2016, but the phone was $399-well above the level of many Androids-and the price never came down over the following five years.The company has stuck by Steve Jobs' 'don't ship junk' ethos.-BloombergFurthermore, the 5G upgrade cycle is still in its early stages and gaining rapid adoption. Counterpoint Research also highlighted in a recent note thatglobal 5G smartphone penetrationsurpassed 4G for the first time in January 2022.Therefore, there's a considerable opportunity for Apple to leverage this 5G wave to encourage switchers from Android to iOS. Hence, we believe a hardware subscription strategy could be massive for the Cupertino company to spur the adoption of its 5G devices.We believe that Apple can continue innovating and introducing effective ideas to capture the segment Android has traditionally dominated without necessarily sacrificing its brand value and margins.Is AAPL Stock A Buy, Sell, Or Hold?AAPL stock is slightly overvalued, but not by much. Therefore, if you need a higher margin of safety, you can consider taking a 10-15% haircut.Otherwise, if you have a firm conviction of Apple's execution ability, the current price could offer a suitable opportunity to increase exposure.Furthermore, we think Apple has several optionalities that have not been factored into its stock price. And the potential hardware subscription strategy adds to its growing list of monetization potential.As such, we reiterate our Buy rating on AAPL stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010926448,"gmtCreate":1648249120828,"gmtModify":1676534320562,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"[Smile]&nbsp;.","listText":"[Smile]&nbsp;.","text":"[Smile] .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010926448","repostId":"1196994532","repostType":4,"repost":{"id":"1196994532","pubTimestamp":1648218129,"share":"https://ttm.financial/m/news/1196994532?lang=&edition=fundamental","pubTime":"2022-03-25 22:22","market":"us","language":"en","title":"U.S. Pending Home Sales Post Fourth Straight Monthly Decline in February","url":"https://stock-news.laohu8.com/highlight/detail?id=1196994532","media":"Reuters","summary":"Contracts to buy U.S. previously owned homes dropped for a fourth straight month in February, weighe","content":"<html><head></head><body><p>Contracts to buy U.S. previously owned homes dropped for a fourth straight month in February, weighed down by a persistent shortage of properties, and activity could remain sluggish amid increasing mortgage rates and high house prices.</p><p>The National Association of Realtors (NAR) said on Friday its Pending Home Sales Index, based on signed contracts, fell 4.1% last month to 104.9. Pending home sales declined in the South, Midwest and West, but rose in the Northeast.</p><p>Economists polled by Reuters had forecast contracts, which become sales after a month or two, rebounding 1.0%. Pending home sales decreased 5.4% in February on a year-on-year basis.</p><p>Sales of previously owned homes tumbled in February, but remained above their pre-pandemic level. The inventory of used houses is at record lows. Shortages and expensive building materials have made it harder for builders to ramp up construction, leading to double-digit growth in houses prices.</p><p>Mortgage rates surged in February and have continued to push higher after the Federal Reserve last week raised its policy interest rate by 25 basis points, the first hike in more than three years. They are likely to continue accelerating as Fed Chair Jerome Powell on Monday said the U.S. central bank must move &#34;expeditiously&#34; to raise rates and possibly &#34;more aggressively&#34; to keep high inflation from becoming entrenched.</p><p>The 30-year fixed rate averaged 4.42% this week, the highest since January 2019, from 4.16% in the prior week, data from mortgage finance agency Freddie Mac showed on Thursday.</p><p>According to the NAR, higher mortgage rates and sustained house price inflation had resulted in a 28% year-over-year jump in mortgage payments as of February.</p><p>&#34;The surge in home prices combined with rising mortgage rates can easily translate to another $200 to $300 in mortgage payments per month, which is a major strain for many families already on tight budgets,&#34; said NAR Chief Economist Lawrence Yun.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Pending Home Sales Post Fourth Straight Monthly Decline in February</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\">\nU.S. Pending Home Sales Post Fourth Straight Monthly Decline in February\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/u-pending-home-sales-post-140731725.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Contracts to buy U.S. previously owned homes dropped for a fourth straight month in February, weighed down by a persistent shortage of properties, and activity could remain sluggish amid increasing ...</p>\n\n<a href=\"https://finance.yahoo.com/news/u-pending-home-sales-post-140731725.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/u-pending-home-sales-post-140731725.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196994532","content_text":"Contracts to buy U.S. previously owned homes dropped for a fourth straight month in February, weighed down by a persistent shortage of properties, and activity could remain sluggish amid increasing mortgage rates and high house prices.The National Association of Realtors (NAR) said on Friday its Pending Home Sales Index, based on signed contracts, fell 4.1% last month to 104.9. Pending home sales declined in the South, Midwest and West, but rose in the Northeast.Economists polled by Reuters had forecast contracts, which become sales after a month or two, rebounding 1.0%. Pending home sales decreased 5.4% in February on a year-on-year basis.Sales of previously owned homes tumbled in February, but remained above their pre-pandemic level. The inventory of used houses is at record lows. Shortages and expensive building materials have made it harder for builders to ramp up construction, leading to double-digit growth in houses prices.Mortgage rates surged in February and have continued to push higher after the Federal Reserve last week raised its policy interest rate by 25 basis points, the first hike in more than three years. They are likely to continue accelerating as Fed Chair Jerome Powell on Monday said the U.S. central bank must move \"expeditiously\" to raise rates and possibly \"more aggressively\" to keep high inflation from becoming entrenched.The 30-year fixed rate averaged 4.42% this week, the highest since January 2019, from 4.16% in the prior week, data from mortgage finance agency Freddie Mac showed on Thursday.According to the NAR, higher mortgage rates and sustained house price inflation had resulted in a 28% year-over-year jump in mortgage payments as of February.\"The surge in home prices combined with rising mortgage rates can easily translate to another $200 to $300 in mortgage payments per month, which is a major strain for many families already on tight budgets,\" said NAR Chief Economist Lawrence Yun.","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010928575,"gmtCreate":1648248937853,"gmtModify":1676534320539,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010928575","repostId":"1144125016","repostType":4,"repost":{"id":"1144125016","pubTimestamp":1648219887,"share":"https://ttm.financial/m/news/1144125016?lang=&edition=fundamental","pubTime":"2022-03-25 22:51","market":"us","language":"en","title":"U.S. Consumer Sentiment Remains at Decade-Low on Inflation, War","url":"https://stock-news.laohu8.com/highlight/detail?id=1144125016","media":"Bloomberg","summary":"U.S. consumer sentiment continued to worsen in late March to a fresh decade low as inflation erodes ","content":"<html><head></head><body><p>U.S. consumer sentiment continued to worsen in late March to a fresh decade low as inflation erodes incomes, heightened by uncertainty over Russia’s invasion of Ukraine.</p><p>The University of Michigan’s sentiment index dropped to 59.4 from 59.7 earlier in the month, data released Friday showed. The median estimate called for no change in a Bloomberg survey of economists.</p><p>A gauge of current conditions decreased to 67.2 from 67.8 earlier in the month. The survey’s measure of future expectations was little changed at the lowest since 2011.</p><p>Consumers still expect inflation to rise 5.4% over the next year. They expect prices will increase at an annual rate of 3% over the next five to 10 years, unchanged from February. While still above the Federal Reserve’s target rate, it may offer some comfort to the central bank that long-term expectations remain anchored.</p><p>Americans are facing decades-high inflation, prompting the Fed to raise rates for the first time since 2018 last week. Price pressures, which are outpacing wage gains, have only worsened as Russia’s war in Ukraine enters its second month, driving up the cost of staples like food and gasoline.</p><p>About a third of consumers expect their overall financial position to worsen in the year ahead, the highest recorded level since the survey began in the mid 1940s, the report said. Furthermore, more consumers mentioned reduced living standards due to rising inflation than any other time except during the recessions seen in the late 1970s and 2008.</p><p>Many economists worry about how inflation will affect consumer spending as Americans are left with less discretionary income, with buying attitudes at record lows. That presents a risk to economic growth, and several forecasters have already lowered their expectations. Inflation-adjusted consumer spending data for February will be released next week.</p><p>From a political perspective, Republicans report a much higher awareness of inflation. When asked how their finances have recently changed, half of Republicans mention inflation compared to 19% of Democrats.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Consumer Sentiment Remains at Decade-Low on Inflation, War</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. Consumer Sentiment Remains at Decade-Low on Inflation, War\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 22:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/u-consumer-sentiment-remains-decade-140006749.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. consumer sentiment continued to worsen in late March to a fresh decade low as inflation erodes incomes, heightened by uncertainty over Russia’s invasion of Ukraine.The University of Michigan’s ...</p>\n\n<a href=\"https://finance.yahoo.com/news/u-consumer-sentiment-remains-decade-140006749.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/u-consumer-sentiment-remains-decade-140006749.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144125016","content_text":"U.S. consumer sentiment continued to worsen in late March to a fresh decade low as inflation erodes incomes, heightened by uncertainty over Russia’s invasion of Ukraine.The University of Michigan’s sentiment index dropped to 59.4 from 59.7 earlier in the month, data released Friday showed. The median estimate called for no change in a Bloomberg survey of economists.A gauge of current conditions decreased to 67.2 from 67.8 earlier in the month. The survey’s measure of future expectations was little changed at the lowest since 2011.Consumers still expect inflation to rise 5.4% over the next year. They expect prices will increase at an annual rate of 3% over the next five to 10 years, unchanged from February. While still above the Federal Reserve’s target rate, it may offer some comfort to the central bank that long-term expectations remain anchored.Americans are facing decades-high inflation, prompting the Fed to raise rates for the first time since 2018 last week. Price pressures, which are outpacing wage gains, have only worsened as Russia’s war in Ukraine enters its second month, driving up the cost of staples like food and gasoline.About a third of consumers expect their overall financial position to worsen in the year ahead, the highest recorded level since the survey began in the mid 1940s, the report said. Furthermore, more consumers mentioned reduced living standards due to rising inflation than any other time except during the recessions seen in the late 1970s and 2008.Many economists worry about how inflation will affect consumer spending as Americans are left with less discretionary income, with buying attitudes at record lows. That presents a risk to economic growth, and several forecasters have already lowered their expectations. Inflation-adjusted consumer spending data for February will be released next week.From a political perspective, Republicans report a much higher awareness of inflation. When asked how their finances have recently changed, half of Republicans mention inflation compared to 19% of Democrats.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037581068,"gmtCreate":1648136895380,"gmtModify":1676534308590,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037581068","repostId":"2221079378","repostType":4,"repost":{"id":"2221079378","pubTimestamp":1648134042,"share":"https://ttm.financial/m/news/2221079378?lang=&edition=fundamental","pubTime":"2022-03-24 23:00","market":"us","language":"en","title":"4 Stocks That Turned $10,000 Into $21,000 (or More)","url":"https://stock-news.laohu8.com/highlight/detail?id=2221079378","media":"Motley Fool","summary":"It took only a year for these four companies to at least double such an investment.","content":"<html><head></head><body><p>If you really wanted to make money over the past year, buying oil stocks was the way to go as rampant inflation sent gas prices soaring. Monkeys throwing darts would have been hard-pressed to not find a massive winner in the energy sector.</p><p>Yet as market sentiment turned away from previously high-flying stocks in the technology market and traders put their money in more defensive positions, a number of consumer-oriented stocks have turned in outstanding performances. The following four stocks all would have turned a $10,000 investment into at least $21,000, but most would have done even better than that.</p><h2>Golden Entertainment</h2><h3>1-year performance: up 111.9%</h3><p>It wasn&#39;t a smooth path higher for casino operator <b>Golden Entertainment</b> ( GDEN -1.04% ), which owns 10 casinos in Nevada and Maryland, but it was a year of recovery that saw it break through the $1 billion revenue threshold for the first time ever.</p><p>Nine of Golden Entertainment&#39;s 10 resorts are in Nevada, but most of them target the locals market. While it has <a href=\"https://laohu8.com/S/AONE.U\">one</a> casino on the Las Vegas Strip, its premier Strat casino, hotel, and retail center, and most of its operations are in Laughlin and Pahrump, Nevada. It also owns pubs and taverns that offer slot machines and other amusement devices.</p><p>The casino stock was coming out of the pandemic with strong pent-up demand for gaming activities, but was still tripped up by outbreaks of COVID-19 variants. Even so, it has been able to generate good free cash flow -- about $270 million in 2021 -- while paying down some debt (it has about $1 billion in long-term debt remaining).</p><p>Because Golden Entertainment does rely mainly on locals rather than just the travel and tourism market, there is a layer of cushion, but an economic downturn could imperil its recovery. Still, investors would have seen their $10,000 investment turn into $21,100 had they bet on the casino one year ago.</p><h2>Houghton Mifflin Harcourt</h2><h3>1-year performance: up 206.5%</h3><p>Book readers are probably familiar with <b>Houghton Mifflin Harcourt</b> ( HMHC 0.14% ), one of the biggest educational and commercial publishers. What you might not realize is that throughout its history, it has struggled financially, declared bankruptcy, and been sold to different groups of investors.</p><p>While Houghton Mifflin was on the rise through much of 2021, its shares spiked after it agreed to be bought out yet again by private equity firm Veritas Capital for $2.8 billion, or $21 per share in cash, which was a 36% premium to the price it had been trading at.</p><p>The deal is expected to be completed in the second quarter of 2022 and will allow Houghton Mifflin to focus on its education business, as it had sold off its consumer publishing division last year.</p><p>Had you put $10,000 into Houghton Mifflin Harcourt a year ago, the investment would have graduated into $30,650 today.</p><h2>Dillard&#39;s</h2><h3>1-year performance: up 214.8%</h3><p>Who says the department store is dead? <b>Dillard&#39;s</b> ( DDS -5.03% ) stock soared higher throughout most of last year as the reopened economy saw shoppers return to the mall. It also beat analyst sales and profit forecasts.</p><p>But a strong performance means it will start going up against tough comparable sales. <b>UBS</b> analysts didn&#39;t think Dillard&#39;s was up to the task of beating those elevated numbers in 2022, and initiated coverage of the department store with a sell rating and a stock price target 44% below where it had been trading. Shares have pretty much traded sideways since. The analysts might be right about this one.</p><p>In a recent survey, geolocation data analytics firm Placer.ai found that high-end department store chains have recovered all of the customer traffic they lost from the pandemic and then some, but mid-tier retailers like Dillard&#39;s remain below their 2019 traffic levels.</p><p>Still, a bet on Dillard&#39;s and a reopening economy early last year would have paid off handsomely, even after the collapse of its stock, turning a $10,000 investment into $31,480 today.</p><h2>Avis</h2><h3>1-year performance: up 319.9%</h3><p>It wasn&#39;t just department stores benefiting from the reopened economy; car rental company <b>Avis Budget Group</b> ( CAR -4.26% ) showed that trying harder can pay off. But it really stepped on the accelerator in November when it reported strong third-quarter results that easily left analyst expectations in the slow lane.</p><p>Sales doubled and Avis banked over $1 billion in adjusted earnings, causing its stock to nearly quadruple in one day before investors had to settle for a mere triple by the end of the trading session. Since then Avis stock has drifted lower, losing about half its value, though it&#39;s been stepping on the gas again in recent weeks. Over the past month the stock is 62% higher.</p><p>Heightened demand for travel, whether for vacations or business, is keeping Avis and other rental companies on the go -- but it&#39;s possible soaring gas prices and inflationary pressures will dampen consumer enthusiasm for driving. AAA says the average price of gas is $4.25 a gallon now, which is below the records recently set but still at historically elevated levels.</p><p>Still, an investment in Avis Budget Group last year would have turned $10,000 into almost $42,000 today.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Stocks That Turned $10,000 Into $21,000 (or More)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\n4 Stocks That Turned $10,000 Into $21,000 (or More)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/24/4-stocks-that-turned-10000-into-21000-or-more/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you really wanted to make money over the past year, buying oil stocks was the way to go as rampant inflation sent gas prices soaring. Monkeys throwing darts would have been hard-pressed to not find...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/24/4-stocks-that-turned-10000-into-21000-or-more/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDS":"狄乐百货","CAR":"安飞士","HMHC":"Houghton Mifflin Harcourt Co","GDEN":"黄金娱乐"},"source_url":"https://www.fool.com/investing/2022/03/24/4-stocks-that-turned-10000-into-21000-or-more/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221079378","content_text":"If you really wanted to make money over the past year, buying oil stocks was the way to go as rampant inflation sent gas prices soaring. Monkeys throwing darts would have been hard-pressed to not find a massive winner in the energy sector.Yet as market sentiment turned away from previously high-flying stocks in the technology market and traders put their money in more defensive positions, a number of consumer-oriented stocks have turned in outstanding performances. The following four stocks all would have turned a $10,000 investment into at least $21,000, but most would have done even better than that.Golden Entertainment1-year performance: up 111.9%It wasn't a smooth path higher for casino operator Golden Entertainment ( GDEN -1.04% ), which owns 10 casinos in Nevada and Maryland, but it was a year of recovery that saw it break through the $1 billion revenue threshold for the first time ever.Nine of Golden Entertainment's 10 resorts are in Nevada, but most of them target the locals market. While it has one casino on the Las Vegas Strip, its premier Strat casino, hotel, and retail center, and most of its operations are in Laughlin and Pahrump, Nevada. It also owns pubs and taverns that offer slot machines and other amusement devices.The casino stock was coming out of the pandemic with strong pent-up demand for gaming activities, but was still tripped up by outbreaks of COVID-19 variants. Even so, it has been able to generate good free cash flow -- about $270 million in 2021 -- while paying down some debt (it has about $1 billion in long-term debt remaining).Because Golden Entertainment does rely mainly on locals rather than just the travel and tourism market, there is a layer of cushion, but an economic downturn could imperil its recovery. Still, investors would have seen their $10,000 investment turn into $21,100 had they bet on the casino one year ago.Houghton Mifflin Harcourt1-year performance: up 206.5%Book readers are probably familiar with Houghton Mifflin Harcourt ( HMHC 0.14% ), one of the biggest educational and commercial publishers. What you might not realize is that throughout its history, it has struggled financially, declared bankruptcy, and been sold to different groups of investors.While Houghton Mifflin was on the rise through much of 2021, its shares spiked after it agreed to be bought out yet again by private equity firm Veritas Capital for $2.8 billion, or $21 per share in cash, which was a 36% premium to the price it had been trading at.The deal is expected to be completed in the second quarter of 2022 and will allow Houghton Mifflin to focus on its education business, as it had sold off its consumer publishing division last year.Had you put $10,000 into Houghton Mifflin Harcourt a year ago, the investment would have graduated into $30,650 today.Dillard's1-year performance: up 214.8%Who says the department store is dead? Dillard's ( DDS -5.03% ) stock soared higher throughout most of last year as the reopened economy saw shoppers return to the mall. It also beat analyst sales and profit forecasts.But a strong performance means it will start going up against tough comparable sales. UBS analysts didn't think Dillard's was up to the task of beating those elevated numbers in 2022, and initiated coverage of the department store with a sell rating and a stock price target 44% below where it had been trading. Shares have pretty much traded sideways since. The analysts might be right about this one.In a recent survey, geolocation data analytics firm Placer.ai found that high-end department store chains have recovered all of the customer traffic they lost from the pandemic and then some, but mid-tier retailers like Dillard's remain below their 2019 traffic levels.Still, a bet on Dillard's and a reopening economy early last year would have paid off handsomely, even after the collapse of its stock, turning a $10,000 investment into $31,480 today.Avis1-year performance: up 319.9%It wasn't just department stores benefiting from the reopened economy; car rental company Avis Budget Group ( CAR -4.26% ) showed that trying harder can pay off. But it really stepped on the accelerator in November when it reported strong third-quarter results that easily left analyst expectations in the slow lane.Sales doubled and Avis banked over $1 billion in adjusted earnings, causing its stock to nearly quadruple in one day before investors had to settle for a mere triple by the end of the trading session. Since then Avis stock has drifted lower, losing about half its value, though it's been stepping on the gas again in recent weeks. Over the past month the stock is 62% higher.Heightened demand for travel, whether for vacations or business, is keeping Avis and other rental companies on the go -- but it's possible soaring gas prices and inflationary pressures will dampen consumer enthusiasm for driving. AAA says the average price of gas is $4.25 a gallon now, which is below the records recently set but still at historically elevated levels.Still, an investment in Avis Budget Group last year would have turned $10,000 into almost $42,000 today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034945202,"gmtCreate":1647774646255,"gmtModify":1676534264835,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034945202","repostId":"1143890912","repostType":4,"repost":{"id":"1143890912","pubTimestamp":1647743752,"share":"https://ttm.financial/m/news/1143890912?lang=&edition=fundamental","pubTime":"2022-03-20 10:35","market":"us","language":"en","title":"With Six More Rate Hikes Planned for 2022, Here Are 3 Bank Stocks to Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1143890912","media":"Motley Fool","summary":"Interest rates may rise higher this year than most banks had been building into their models.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>The Federal Reserve recently raised its benchmark overnight lending rate for the first time since 2018.</li><li>The Fed also indicated it plans to raise the federal funds rate at each of its next six meetings.</li><li>This could lead to higher profits and revenue than many banks had expected this year.</li></ul><p>After months of anticipation, the Federal Reserve at its meeting earlier this month raised its benchmark overnight lending, the federal funds rate, by 25 basis points (0.25%). The market knew the move was coming, but what came as a surprise was the Fed&#39;s more hawkish outlook, indicating that it expects to make similarly sized rate hikes at each of its next six meetings in 2022. Then it&#39;s planning another four hikes in 2023 for a total of 11 hikes in two years.</p><p>Most banks, which tend to benefit from a little bit of inflation and rising interest rates so long as they don&#39;t push the economy into a recession, had been penciling in fewer hikes this year. While bank stock prices had definitely factored in the benefit from rate hikes to a certain extent, more rate hikes than projected this year also means there is the potential for banks to generate higher revenue and profits in 2022. Here are three bank stocks to buy.</p><p><b>1. Bank of America</b></p><p>One of the main moneymakers for most banks is net interest income(NII), the profit that banks make mostly on loans and securities after covering the cost of funding those assets. Rate hikes help NII because many yields on loans rise along with the federal funds rate.<b>Bank of America</b> is incredibly asset sensitive because of its large commercial loan base, which encompasses many floating-rate loans that adjust higher with the federal funds rate, and its multi-trillion dollar deposit base.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03831b8d910718918ec11dfd8192ab29\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>In its 2021 annual filing, which came out in late February, Bank of America only expected the federal funds rate to be at 1% at the end of 2022. Seven rate hikes in total this year would put it around 1.75%. Management doesn&#39;t provide guidance on full-year expected NII, but if six more hikes materialize, expect NII -- and therefore total revenue -- to surpass initial projections, barring a recession that doesn&#39;t stunt projected loan growth. Chief Financial Officer Alastair Borthwick noted on the company&#39;s latest earnings call that the bank&#39;s balance sheet has grown considerably in recent years and that the bank is twice as sensitive to the federal funds rate than it was in 2015 when the last rate cycle began.</p><p>Furthermore, Bank of America has greatly improved its deposit base. Deposit costs go up along with the federal funds rate, so the banks that can bring in low-cost, sticky deposits can increase their margins the most. Longtime bank analyst Mike Mayo of Wells Fargo pointed out in a recent research note that roughly half of Bank of America&#39;s $2 trillion deposits are low-cost retail deposits from sources like checking accounts. He doesn&#39;t expect the rates on those to increase much through the first four or five rate hikes. Couple that with the fact that management expects to hold expenses flat this year and it&#39;s hard not to like Bank of America under the Fed&#39;s new plans.</p><p><b>2. Comerica</b></p><p>Based in Dallas with nearly $97 billion in assets,<b>Comerica Incorporated</b> is one of the most rate-sensitive banks in the industry. According to its annual filing, a 1% move higher in the federal funds rate would essentially grow NII by a whopping 12% over the next 12 months from the end of 2021 (although keep in mind these are just projections and rarely pan out exactly as expected).</p><p>More than 55% of Comerica&#39;s deposits are non-interest bearing, meaning the bank pays no interest on them. These are rate insensitive and are expected to be much more stable during a rising-rate environment. Furthermore, Comerica has high levels of cash right now, which it will earn a lot more yield on as rates go up by leaving them with the Fed or investing in securities, which will also see their yields rise along with the federal funds rate. With roughly 90% of total loans in various commercial segments, many of Comerica&#39;s loans also have floating rates that will reprice higher with the federal funds rate.</p><p>Considering management at Comerica had only expected four rate hikes this year, that leaves a lot of room for potential upside. Thebankalso has nearly a 2.9% dividend yield even with its stock up nearly 32% over the past six months, which is a nice value add.</p><p><b>3. Silvergate Capital</b></p><p>My last recommendation in this group is a much smaller, niche bank called <b>Silvergate Capital</b>, which actually specializes in serving the crypto community. While it doesn&#39;t hold <b>Bitcoin</b> or other cryptocurrencies on its balance sheet, the bank has created a real-time payments system that enables any party on the network to send and clear funds instantly at any time.</p><p>The payments network solves an important problem for institutional traders looking to trade with cryptocurrency exchanges, because while cryptocurrencies trade constantly, most of the U.S. financial system doesn&#39;t operate in real time. Parties that use Silvergate&#39;s payments system must set up bank accounts with Silvergate that usually include large amounts of non-interest-bearing deposits. In fact, Silvergate essentially gets its entire deposit base for free.</p><p>Even better for investors worried about a recession is that the bank isn&#39;t really too dependent on loans. Only roughly 12.5% of its deposits are funding loans. Roughly 54% of its total assets, or roughly $8.6 billion, are invested in fixed income securities. The bank&#39;s overall securities book in the fourth quarter of 2021 had a yield of 1.04%. Silvergate has another roughly $5.4 billion sitting in cash. With the yield on the U.S. 10-year Treasury recently at 2.16%, the bank will make a lot more money on excess cash and new securities deployment.</p><p>Silvergate will likely have to hold more cash than normal banks due to the nature of its business. The stock also does to some extent move with the price of Bitcoin and deposit flows may be influenced by crypto trading levels. But in its annual report, Silvergate estimated that a 1% move higher in the federal funds rate would generate an additional nearly 60% of NII over the next year. That&#39;s simply astonishing, but keep in mind that it&#39;s still just a projection -- and investors will all be waiting to see if, in fact, the Fed raises rates six more times this year.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With Six More Rate Hikes Planned for 2022, Here Are 3 Bank Stocks to Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nWith Six More Rate Hikes Planned for 2022, Here Are 3 Bank Stocks to Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-20 10:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/19/with-six-more-rate-hikes-planned-in-2022-here-are/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe Federal Reserve recently raised its benchmark overnight lending rate for the first time since 2018.The Fed also indicated it plans to raise the federal funds rate at each of its next six...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/19/with-six-more-rate-hikes-planned-in-2022-here-are/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CMA":"联信银行","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2022/03/19/with-six-more-rate-hikes-planned-in-2022-here-are/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143890912","content_text":"KEY POINTSThe Federal Reserve recently raised its benchmark overnight lending rate for the first time since 2018.The Fed also indicated it plans to raise the federal funds rate at each of its next six meetings.This could lead to higher profits and revenue than many banks had expected this year.After months of anticipation, the Federal Reserve at its meeting earlier this month raised its benchmark overnight lending, the federal funds rate, by 25 basis points (0.25%). The market knew the move was coming, but what came as a surprise was the Fed's more hawkish outlook, indicating that it expects to make similarly sized rate hikes at each of its next six meetings in 2022. Then it's planning another four hikes in 2023 for a total of 11 hikes in two years.Most banks, which tend to benefit from a little bit of inflation and rising interest rates so long as they don't push the economy into a recession, had been penciling in fewer hikes this year. While bank stock prices had definitely factored in the benefit from rate hikes to a certain extent, more rate hikes than projected this year also means there is the potential for banks to generate higher revenue and profits in 2022. Here are three bank stocks to buy.1. Bank of AmericaOne of the main moneymakers for most banks is net interest income(NII), the profit that banks make mostly on loans and securities after covering the cost of funding those assets. Rate hikes help NII because many yields on loans rise along with the federal funds rate.Bank of America is incredibly asset sensitive because of its large commercial loan base, which encompasses many floating-rate loans that adjust higher with the federal funds rate, and its multi-trillion dollar deposit base.Image source: Getty Images.In its 2021 annual filing, which came out in late February, Bank of America only expected the federal funds rate to be at 1% at the end of 2022. Seven rate hikes in total this year would put it around 1.75%. Management doesn't provide guidance on full-year expected NII, but if six more hikes materialize, expect NII -- and therefore total revenue -- to surpass initial projections, barring a recession that doesn't stunt projected loan growth. Chief Financial Officer Alastair Borthwick noted on the company's latest earnings call that the bank's balance sheet has grown considerably in recent years and that the bank is twice as sensitive to the federal funds rate than it was in 2015 when the last rate cycle began.Furthermore, Bank of America has greatly improved its deposit base. Deposit costs go up along with the federal funds rate, so the banks that can bring in low-cost, sticky deposits can increase their margins the most. Longtime bank analyst Mike Mayo of Wells Fargo pointed out in a recent research note that roughly half of Bank of America's $2 trillion deposits are low-cost retail deposits from sources like checking accounts. He doesn't expect the rates on those to increase much through the first four or five rate hikes. Couple that with the fact that management expects to hold expenses flat this year and it's hard not to like Bank of America under the Fed's new plans.2. ComericaBased in Dallas with nearly $97 billion in assets,Comerica Incorporated is one of the most rate-sensitive banks in the industry. According to its annual filing, a 1% move higher in the federal funds rate would essentially grow NII by a whopping 12% over the next 12 months from the end of 2021 (although keep in mind these are just projections and rarely pan out exactly as expected).More than 55% of Comerica's deposits are non-interest bearing, meaning the bank pays no interest on them. These are rate insensitive and are expected to be much more stable during a rising-rate environment. Furthermore, Comerica has high levels of cash right now, which it will earn a lot more yield on as rates go up by leaving them with the Fed or investing in securities, which will also see their yields rise along with the federal funds rate. With roughly 90% of total loans in various commercial segments, many of Comerica's loans also have floating rates that will reprice higher with the federal funds rate.Considering management at Comerica had only expected four rate hikes this year, that leaves a lot of room for potential upside. Thebankalso has nearly a 2.9% dividend yield even with its stock up nearly 32% over the past six months, which is a nice value add.3. Silvergate CapitalMy last recommendation in this group is a much smaller, niche bank called Silvergate Capital, which actually specializes in serving the crypto community. While it doesn't hold Bitcoin or other cryptocurrencies on its balance sheet, the bank has created a real-time payments system that enables any party on the network to send and clear funds instantly at any time.The payments network solves an important problem for institutional traders looking to trade with cryptocurrency exchanges, because while cryptocurrencies trade constantly, most of the U.S. financial system doesn't operate in real time. Parties that use Silvergate's payments system must set up bank accounts with Silvergate that usually include large amounts of non-interest-bearing deposits. In fact, Silvergate essentially gets its entire deposit base for free.Even better for investors worried about a recession is that the bank isn't really too dependent on loans. Only roughly 12.5% of its deposits are funding loans. Roughly 54% of its total assets, or roughly $8.6 billion, are invested in fixed income securities. The bank's overall securities book in the fourth quarter of 2021 had a yield of 1.04%. Silvergate has another roughly $5.4 billion sitting in cash. With the yield on the U.S. 10-year Treasury recently at 2.16%, the bank will make a lot more money on excess cash and new securities deployment.Silvergate will likely have to hold more cash than normal banks due to the nature of its business. The stock also does to some extent move with the price of Bitcoin and deposit flows may be influenced by crypto trading levels. But in its annual report, Silvergate estimated that a 1% move higher in the federal funds rate would generate an additional nearly 60% of NII over the next year. That's simply astonishing, but keep in mind that it's still just a projection -- and investors will all be waiting to see if, in fact, the Fed raises rates six more times this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034945865,"gmtCreate":1647774566567,"gmtModify":1676534264835,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034945865","repostId":"1156087654","repostType":4,"repost":{"id":"1156087654","pubTimestamp":1647736949,"share":"https://ttm.financial/m/news/1156087654?lang=&edition=fundamental","pubTime":"2022-03-20 08:42","market":"us","language":"en","title":"Beyond Stock Splits and Interest Rates: 3 Beaten-Down Growth Stocks to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1156087654","media":"Motley Fool","summary":"Down massively from recent highs, these growth stocks are poised for big rebounds.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Meta Platforms is unpopular -- and quite cheap because of it.</li><li>Unity Software is a category that offers huge long-term upside.</li><li>It&#39;s hard to chill when you&#39;re taking a beatdown. Netflix stock price is almost cut in half.</li></ul><p><b>Amazon</b>&#39;s planned 20-for-1 stock split and the Federal Reserve&#39;s recently announced quarter-point interest rate hike have been some of the biggest stories in the investing world lately. While the tech giant&#39;s stock split is spurring excitement among investors, and the Fed raising rates will have far-reaching effects and impact demand for tech stocks, the fact that some growth stocks are currently trading at very attractive discounts shouldn&#39;t be overlooked.</p><p>With that in mind, a panel of Motley Fool contributors has profiled three of their favorite, beaten-down growth stocks. Read on to see why they identified <b>Meta Platforms</b>, <b>Unity Software</b>, and <b>Netflix</b> as companies that could deliver incredible returns for growth-focused investors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64ff7a6e00d06fda91a21743cca65e92\" tg-width=\"2000\" tg-height=\"1414\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p><b>Easy to hate, hard to ignore</b></p><p><b>Jason Hall</b> <b>(Meta Platforms):</b>I&#39;ll be the first to admit that I don&#39;t own shares of Meta Platforms. I&#39;ll also publicly state that I&#39;m unlikely to take my own advice on this and buy shares of the company, because it&#39;s a business model that I don&#39;t particularly support. I think social media is complex, and I am uncertain that it does more good than harm to society. But my personal reticence shouldn&#39;t be a reason for those who don&#39;t share my qualms from owning the company.</p><p>Because, man, it&#39;s <i>so</i> <i>profitable</i>.</p><p>Meta earned $39.3 billion in net income in 2021, and almost all of that was free cash flow. It is still one of the biggest and most important advertising platforms on earth. And despite the opinions of people like me who hold the company with a dash of disdain -- hypocrisy alert -- I continue to use Facebook and its other platforms, as do billions of other people who simultaneously complain about it.</p><p>The bottom line is, Meta Platforms has never been this cheap, trading for less than 16 times earnings and free cash flow, and almost 10 times operating cash flow.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61f0da4a54e5ef70307ebaf7856b113f\" tg-width=\"720\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>FB PE Ratio data by YCharts</span></p><p>Should investors just hold their nose and buy shares? That&#39;s up to them. But I do think Meta will remain a cash cow, grow more profitable, and outperform the <b>S&amp;P 500</b> over the next five years. I think shareholders, users, and ad buyers should <i>also</i>continue to hold management&#39;s feet to the fire to be better for humanity.</p><p><b>This beaten-down software leader could be explosive</b></p><p><b>Keith Noonan</b> <b>(Unity Software):</b>Unity Software is a company that provides content-creation tools, and its services are currently used in the creation of more than two-thirds of augmented reality (AR) and virtual reality (VR) content. In addition to leading the content-creation space for AR and VR and benefiting from unfolding metaverse trends, Unity is also already the market leader in development-engine services for the mobile games market.</p><p>More than 71% of the market&#39;s top-1000 best-performing mobile games rely on Unity&#39;s software, and developers of all sizes turn to the company&#39;s tools to create their content. For example, even gaming-industry leader <b>Activision Blizzard</b>&#39;s hugely successful <i>Call of Duty: Mobile</i> is built on Unity&#39;s software engine, and the software specialist has promising avenues to growth as it attracts more customers and sees increased spending from those already using its services.</p><p>The company closed out 2021 with a dollar-based net-retention rate of 140%, which means that existing customers on its platform spent an average of 40% compared to the prior-year period. The company&#39;s net-expansion rate was actually up from the 138% rate that it posted at the end of 2020, and sales growth for its development-engine services segment actually accelerated despite facing a challenging basis of comparison. Unity ended last year with 1,052 customers contributing $100,000 or more in trailing-12-month revenue, up 33% year over year, and these catalysts helped it grow sales 44% annually to reach $1.1 billion.</p><p>I think the market for interactive content is still poised for huge growth over the long term, and I recently purchased Unity stock for my portfolio. With shares down roughly 35% year to date and 56% from their high, this is an industry-leading software specialist that could go on to be a huge winner for long-term investors.</p><p><b>Netflix is spending nearly $20 billion on content while delivering robust profits</b></p><p><b>Parkev Tatevosian</b> <b>(Netflix)</b>: The streaming-content pioneer has fallen out of favor with the market. The stock is down 47% off its high in just a few months. That&#39;s created an opportunity for long-term investors to buy this beaten-down growth stock at a lower valuation. And make no mistake, Netflix is still a growth stock.</p><p>Much has been made of Netflix&#39;s slowing subscriber growth. Investors were always concerned that the surging acquisition and engagement Netflix experienced at the pandemic onset would not last. That is to be expected. No one thinks we will be streaming as much content as during the lockdown periods. Netflix has retained subscriber growth achieved over these last two years and is adding to its totals.</p><p>As of Dec. 31. 2021, Netflix boasts 222 million subscribers, up 9% over the same time the year before. The total was enough to generate $7.7 billion in revenue. That&#39;s money the streaming leader can use to spend on content to further its leadership position. Indeed, in the 12 months ended Dec. 31, Netflix spent $17 billion on content. All of this will spring the flywheel forward for Netflix. More content brings more subscribers, which brings more revenue that can be spent on more content, and so on.</p><p>Moreover, Netflix has reached a big enough scale to deliver robust profits. Net income rose to $5.1 billion in the year ended Dec. 31, up from $2.7 billion in the year prior. Fortunately for investors, Netflix can be purchased at its lowest price-to-earnings (P/E) in the last five years. At 32.86, the P/E is down considerably from the over 120 it was trading for around July 2019.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beyond Stock Splits and Interest Rates: 3 Beaten-Down Growth Stocks to Buy Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBeyond Stock Splits and Interest Rates: 3 Beaten-Down Growth Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-20 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/19/beyond-stock-splits-and-interest-rates-3-beaten-do/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMeta Platforms is unpopular -- and quite cheap because of it.Unity Software is a category that offers huge long-term upside.It's hard to chill when you're taking a beatdown. Netflix stock ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/19/beyond-stock-splits-and-interest-rates-3-beaten-do/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc.","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2022/03/19/beyond-stock-splits-and-interest-rates-3-beaten-do/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156087654","content_text":"KEY POINTSMeta Platforms is unpopular -- and quite cheap because of it.Unity Software is a category that offers huge long-term upside.It's hard to chill when you're taking a beatdown. Netflix stock price is almost cut in half.Amazon's planned 20-for-1 stock split and the Federal Reserve's recently announced quarter-point interest rate hike have been some of the biggest stories in the investing world lately. While the tech giant's stock split is spurring excitement among investors, and the Fed raising rates will have far-reaching effects and impact demand for tech stocks, the fact that some growth stocks are currently trading at very attractive discounts shouldn't be overlooked.With that in mind, a panel of Motley Fool contributors has profiled three of their favorite, beaten-down growth stocks. Read on to see why they identified Meta Platforms, Unity Software, and Netflix as companies that could deliver incredible returns for growth-focused investors.Image source: Getty Images.Easy to hate, hard to ignoreJason Hall (Meta Platforms):I'll be the first to admit that I don't own shares of Meta Platforms. I'll also publicly state that I'm unlikely to take my own advice on this and buy shares of the company, because it's a business model that I don't particularly support. I think social media is complex, and I am uncertain that it does more good than harm to society. But my personal reticence shouldn't be a reason for those who don't share my qualms from owning the company.Because, man, it's so profitable.Meta earned $39.3 billion in net income in 2021, and almost all of that was free cash flow. It is still one of the biggest and most important advertising platforms on earth. And despite the opinions of people like me who hold the company with a dash of disdain -- hypocrisy alert -- I continue to use Facebook and its other platforms, as do billions of other people who simultaneously complain about it.The bottom line is, Meta Platforms has never been this cheap, trading for less than 16 times earnings and free cash flow, and almost 10 times operating cash flow.FB PE Ratio data by YChartsShould investors just hold their nose and buy shares? That's up to them. But I do think Meta will remain a cash cow, grow more profitable, and outperform the S&P 500 over the next five years. I think shareholders, users, and ad buyers should alsocontinue to hold management's feet to the fire to be better for humanity.This beaten-down software leader could be explosiveKeith Noonan (Unity Software):Unity Software is a company that provides content-creation tools, and its services are currently used in the creation of more than two-thirds of augmented reality (AR) and virtual reality (VR) content. In addition to leading the content-creation space for AR and VR and benefiting from unfolding metaverse trends, Unity is also already the market leader in development-engine services for the mobile games market.More than 71% of the market's top-1000 best-performing mobile games rely on Unity's software, and developers of all sizes turn to the company's tools to create their content. For example, even gaming-industry leader Activision Blizzard's hugely successful Call of Duty: Mobile is built on Unity's software engine, and the software specialist has promising avenues to growth as it attracts more customers and sees increased spending from those already using its services.The company closed out 2021 with a dollar-based net-retention rate of 140%, which means that existing customers on its platform spent an average of 40% compared to the prior-year period. The company's net-expansion rate was actually up from the 138% rate that it posted at the end of 2020, and sales growth for its development-engine services segment actually accelerated despite facing a challenging basis of comparison. Unity ended last year with 1,052 customers contributing $100,000 or more in trailing-12-month revenue, up 33% year over year, and these catalysts helped it grow sales 44% annually to reach $1.1 billion.I think the market for interactive content is still poised for huge growth over the long term, and I recently purchased Unity stock for my portfolio. With shares down roughly 35% year to date and 56% from their high, this is an industry-leading software specialist that could go on to be a huge winner for long-term investors.Netflix is spending nearly $20 billion on content while delivering robust profitsParkev Tatevosian (Netflix): The streaming-content pioneer has fallen out of favor with the market. The stock is down 47% off its high in just a few months. That's created an opportunity for long-term investors to buy this beaten-down growth stock at a lower valuation. And make no mistake, Netflix is still a growth stock.Much has been made of Netflix's slowing subscriber growth. Investors were always concerned that the surging acquisition and engagement Netflix experienced at the pandemic onset would not last. That is to be expected. No one thinks we will be streaming as much content as during the lockdown periods. Netflix has retained subscriber growth achieved over these last two years and is adding to its totals.As of Dec. 31. 2021, Netflix boasts 222 million subscribers, up 9% over the same time the year before. The total was enough to generate $7.7 billion in revenue. That's money the streaming leader can use to spend on content to further its leadership position. Indeed, in the 12 months ended Dec. 31, Netflix spent $17 billion on content. All of this will spring the flywheel forward for Netflix. More content brings more subscribers, which brings more revenue that can be spent on more content, and so on.Moreover, Netflix has reached a big enough scale to deliver robust profits. Net income rose to $5.1 billion in the year ended Dec. 31, up from $2.7 billion in the year prior. Fortunately for investors, Netflix can be purchased at its lowest price-to-earnings (P/E) in the last five years. At 32.86, the P/E is down considerably from the over 120 it was trading for around July 2019.","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032722672,"gmtCreate":1647447379329,"gmtModify":1676534231476,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032722672","repostId":"1189260494","repostType":4,"repost":{"id":"1189260494","pubTimestamp":1647441827,"share":"https://ttm.financial/m/news/1189260494?lang=&edition=fundamental","pubTime":"2022-03-16 22:43","market":"us","language":"en","title":"Ukraine and Russia Draw up Neutrality Plan to End War","url":"https://stock-news.laohu8.com/highlight/detail?id=1189260494","media":"Financial Times","summary":"Ukraine and Russia have made significant progress on a tentative 15-point peace plan including a cea","content":"<html><head></head><body><p>Ukraine and Russia have made significant progress on a tentative 15-point peace plan including a ceasefire and Russian withdrawal if Kyiv declares neutrality and accepts limits on its armed forces, according to three people involved in the talks.</p><p>The proposed deal, which Ukrainian and Russian negotiators discussed in full for the first time on Monday, would involve Kyiv renouncing its ambitions to join Nato and promising not to host foreign military bases or weaponry in exchange for protection from allies such as the US, UK and Turkey, the people said.</p><p>The nature of western guarantees for Ukrainian security — and their acceptability to Moscow — could yet prove to be a big obstacle to any deal, as could the status of Ukrainian territories seized by Russia and its proxies in 2014. A 1994 agreement underpinning Ukrainian security failed to prevent Russian aggression against its neighbour.</p><p>Although Moscow and Kyiv both said on Wednesday that they had made progress on the terms of a deal, Ukrainian officials remain sceptical Russian President Vladimir Putin is fully committed to peace and worry that Moscow could be buying time to regroup its forces and resume its offensive.</p><p>Mykhailo Podolyak, a senior adviser to Ukrainian President Volodymyr Zelensky, told the Financial Times that any deal would involve “the troops of the Russian Federation in any case leaving the territory of Ukraine” captured since the invasion began on February 24 — namely southern regions along the Azov and Black Seas, as well as territory to the east and north of Kyiv.</p><p>Ukraine would maintain its armed forces but would be obliged to stay outside military alliances such as Nato and refrain from hosting foreign military bases on its territory.</p><p>Putin’s press secretary Dmitry Peskov told reporters on Wednesday that neutrality for Ukraine based on the status of Austria or Sweden was a possibility.</p><p>“This option is really being discussed now, and is one that can be considered neutral,” said Peskov.</p><p>Sergei Lavrov, Russia’s foreign minister, said that “absolutely specific wordings” were “close to being agreed” in the negotiations.</p><p>Despite the progress in peace talks, Ukrainian cities came under heavy shelling for a third consecutive night while Kyiv said it was launching a counter-offensive against Russian invaders.</p><p>In a virtual address to members of Congress on Wednesday, Zelensky pleaded for the US to enforce a no-fly zone or provide fighter jets or other means to fend off Russia’s attack on his country, and impose harsher economic sanctions on Moscow.</p><p>In a dramatic appeal, Zelensky said Ukraine needed America’s support after Russia had launched a “brutal offensive against our values”. He called on Americans to remember the attacks on Pearl Harbor and of September 2001 and showed a searing video of the missile attacks and shelling destroying Ukrainian cities.</p><p>Though Ukraine’s constitution commits it to seeking membership of Nato, Zelensky and his aides have increasingly played down Ukraine’s chances of joining the transatlantic military alliance, a prospect that Russia sees as a provocation.</p><p>“There is no effective system of European security now, which would be moderated by Nato. As soon as a serious war began in Europe, Nato quickly stepped aside,” Podolyak said.</p><p>“We propose a ‘Ukrainian model of security guarantees,’ which implies the immediate and legally verified participation of a number of guarantor countries in the conflict on the side of Ukraine, if someone again encroaches on its territorial integrity,” he added.</p><p>Ukraine, Podolyak added, would as part of any deal “definitely retain its own army”. He also played down the significance of a ban on foreign bases in Ukraine, saying that was already precluded by Ukrainian law.</p><p>Two of the people said the putative deal also included provisions on enshrining rights for the Russian language in Ukraine, where it is widely spoken though Ukrainian is the only official language. Russia has framed its invasion as an attempt to protect Russian speakers in Ukraine from what it claims is “genocide” by “neo-Nazis”.</p><p>Podolyak said “humanitarian issues, including language issues, are discussed only through the prism of Ukraine’s exclusive interests”.</p><p>The biggest sticking point remains Russia’s demand that Ukraine recognise its 2014 annexation of Crimea and the independence of two separatist statelets in the eastern Donbas border region.</p><p>Ukraine has so far refused but is willing to compartmentalise the issue, Podolyak said.</p><p>“Disputed and conflict territories [are] in a separate case. So far, we are talking about a guaranteed withdrawal from the territories that have been occupied since the start of the military operation on February 24,” when Russia’s invasion began, he said.</p><p></p></body></html>","source":"lsy1580170736413","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ukraine and Russia Draw up Neutrality Plan to End War</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\">\nUkraine and Russia Draw up Neutrality Plan to End War\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-16 22:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.ft.com/content/7b341e46-d375-4817-be67-802b7fa77ef1><strong>Financial Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ukraine and Russia have made significant progress on a tentative 15-point peace plan including a ceasefire and Russian withdrawal if Kyiv declares neutrality and accepts limits on its armed forces, ...</p>\n\n<a href=\"https://www.ft.com/content/7b341e46-d375-4817-be67-802b7fa77ef1\">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.ft.com/content/7b341e46-d375-4817-be67-802b7fa77ef1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189260494","content_text":"Ukraine and Russia have made significant progress on a tentative 15-point peace plan including a ceasefire and Russian withdrawal if Kyiv declares neutrality and accepts limits on its armed forces, according to three people involved in the talks.The proposed deal, which Ukrainian and Russian negotiators discussed in full for the first time on Monday, would involve Kyiv renouncing its ambitions to join Nato and promising not to host foreign military bases or weaponry in exchange for protection from allies such as the US, UK and Turkey, the people said.The nature of western guarantees for Ukrainian security — and their acceptability to Moscow — could yet prove to be a big obstacle to any deal, as could the status of Ukrainian territories seized by Russia and its proxies in 2014. A 1994 agreement underpinning Ukrainian security failed to prevent Russian aggression against its neighbour.Although Moscow and Kyiv both said on Wednesday that they had made progress on the terms of a deal, Ukrainian officials remain sceptical Russian President Vladimir Putin is fully committed to peace and worry that Moscow could be buying time to regroup its forces and resume its offensive.Mykhailo Podolyak, a senior adviser to Ukrainian President Volodymyr Zelensky, told the Financial Times that any deal would involve “the troops of the Russian Federation in any case leaving the territory of Ukraine” captured since the invasion began on February 24 — namely southern regions along the Azov and Black Seas, as well as territory to the east and north of Kyiv.Ukraine would maintain its armed forces but would be obliged to stay outside military alliances such as Nato and refrain from hosting foreign military bases on its territory.Putin’s press secretary Dmitry Peskov told reporters on Wednesday that neutrality for Ukraine based on the status of Austria or Sweden was a possibility.“This option is really being discussed now, and is one that can be considered neutral,” said Peskov.Sergei Lavrov, Russia’s foreign minister, said that “absolutely specific wordings” were “close to being agreed” in the negotiations.Despite the progress in peace talks, Ukrainian cities came under heavy shelling for a third consecutive night while Kyiv said it was launching a counter-offensive against Russian invaders.In a virtual address to members of Congress on Wednesday, Zelensky pleaded for the US to enforce a no-fly zone or provide fighter jets or other means to fend off Russia’s attack on his country, and impose harsher economic sanctions on Moscow.In a dramatic appeal, Zelensky said Ukraine needed America’s support after Russia had launched a “brutal offensive against our values”. He called on Americans to remember the attacks on Pearl Harbor and of September 2001 and showed a searing video of the missile attacks and shelling destroying Ukrainian cities.Though Ukraine’s constitution commits it to seeking membership of Nato, Zelensky and his aides have increasingly played down Ukraine’s chances of joining the transatlantic military alliance, a prospect that Russia sees as a provocation.“There is no effective system of European security now, which would be moderated by Nato. As soon as a serious war began in Europe, Nato quickly stepped aside,” Podolyak said.“We propose a ‘Ukrainian model of security guarantees,’ which implies the immediate and legally verified participation of a number of guarantor countries in the conflict on the side of Ukraine, if someone again encroaches on its territorial integrity,” he added.Ukraine, Podolyak added, would as part of any deal “definitely retain its own army”. He also played down the significance of a ban on foreign bases in Ukraine, saying that was already precluded by Ukrainian law.Two of the people said the putative deal also included provisions on enshrining rights for the Russian language in Ukraine, where it is widely spoken though Ukrainian is the only official language. Russia has framed its invasion as an attempt to protect Russian speakers in Ukraine from what it claims is “genocide” by “neo-Nazis”.Podolyak said “humanitarian issues, including language issues, are discussed only through the prism of Ukraine’s exclusive interests”.The biggest sticking point remains Russia’s demand that Ukraine recognise its 2014 annexation of Crimea and the independence of two separatist statelets in the eastern Donbas border region.Ukraine has so far refused but is willing to compartmentalise the issue, Podolyak said.“Disputed and conflict territories [are] in a separate case. So far, we are talking about a guaranteed withdrawal from the territories that have been occupied since the start of the military operation on February 24,” when Russia’s invasion began, he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":100573743,"gmtCreate":1619624685682,"gmtModify":1704727059375,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/100573743","repostId":"1131068131","repostType":4,"repost":{"id":"1131068131","pubTimestamp":1619586637,"share":"https://ttm.financial/m/news/1131068131?lang=&edition=fundamental","pubTime":"2021-04-28 13:10","market":"us","language":"en","title":"Facebook Reports Earnings Wednesday. Here Is What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1131068131","media":"Barrons","summary":"Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, ","content":"<p>Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.</p>\n<p>As demonstrated by powerful results last week from Snapchat maker Snap (ticker: SNAP), digital advertising is coming back, fast. Facebook (FB) stands to make even more money than Snap. Analysts expect a net profit of nearly $7 billion, which amounts to $2.61 a share, when Facebook reports results after the closing bell Wednesday.</p>\n<p>Including sales of its virtual reality hardware, and other devices—which are expected contribute to the estimated $452 million to the “Other” revenue segment—Facebook revenue is expected to rise roughly 33% to $23.71 billion. The ad business will contribute revenue of $23.29 billion.</p>\n<p>Facebook is expected to grow its user base by tens of millions as well. Analysts forecast its daily member count will rise to 1.87 billion, and monthly user base will top 2.83 billion. Its monthly user base is expected to reach almost 3 billion (2.99 billion) by the end of the year.</p>\n<p>Beyond advertising, BMO Capital Markets analyst Daniel Salmon&nbsp;wrote in a research note that commerce and shopping are becoming more important for Facebook’s success.</p>\n<p>In March, Facebook chief executive Mark Zuckerberg&nbsp;said there were one million Facebook Shops, and 250 million visitors. Salmon said that if the company discloses the gross merchandise volume, it could help cement the importance to investors of Facebook’s commerce initiatives. Salmon acknowledged that such as disclosure wasn’t likely.</p>\n<p>Investors have been wondering for months about the impact of a change to Apple‘s mobile operating system tech, which finally rolled out this week.</p>\n<p>On Monday, in an update to its iOS operating system,Apple changed its software to ask iPhone and iPad users to opt in to an app’s tracking—a significant departure from the opt out ability buried in the operating system’s settings previously.</p>\n<p>Zuckerberg and&nbsp;Apple&nbsp;(APPL) CEO Tim Cook&nbsp;have sparred over the issue for months. With just over a day’s worth of data, it seems unlikely Facebook will share details about the impact on its users. Previously developers have said it will hurt advertising targeting, and therefore damage ad revenue. It isn’t yet clear exactly what Apple users will do when presented with the choice, or the effectiveness of potential workarounds built by Facebook and others.</p>\n<p>BofA Securities analyst Justin Post wrote that he expects a “modest, low-single digit” impact on advertising spending on the platform since Facebook has had “ample time to prepare and develop workarounds.”</p>\n<p>Facebook finance chief David Wehner&nbsp;has discussed the potential impact on the business in past conference calls, and investors should pay close attention to any updates offered Wednesday. It’s worth noting that Zuckerberg took a less cautious tone in March, saying that he was confident the company will handle the situation. There is also the potential it could positively benefit the company, the CEO said.</p>\n<p>Of the analysts that cover Facebook, 49 rate the stock Buy, six have a Hold, and three rate it a Sell. The average target price is $339, which implies an upside of 12%.</p>\n<p>Barron’s took a positive view of Facebook stock earlier this month. Shares have climbed 2% since the cover story in the April 5 issue, as the S&amp;P 500 index rose 4.1%. Facebook gained 0.7% to $305.02 in Tuesday afternoon trading.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Reports Earnings Wednesday. Here Is What to Expect.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook Reports Earnings Wednesday. Here Is What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 13:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.\nAs ...</p>\n\n<a href=\"https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/facebook-reports-earnings-wednesday-here-is-what-to-expect-51619550329?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131068131","content_text":"Despite controversy, economic damage to online ads amid Covid-19 pandemic-related economic turmoil, and antitrust scrutiny, Facebook is expected to report another blockbuster quarter Wednesday.\nAs demonstrated by powerful results last week from Snapchat maker Snap (ticker: SNAP), digital advertising is coming back, fast. Facebook (FB) stands to make even more money than Snap. Analysts expect a net profit of nearly $7 billion, which amounts to $2.61 a share, when Facebook reports results after the closing bell Wednesday.\nIncluding sales of its virtual reality hardware, and other devices—which are expected contribute to the estimated $452 million to the “Other” revenue segment—Facebook revenue is expected to rise roughly 33% to $23.71 billion. The ad business will contribute revenue of $23.29 billion.\nFacebook is expected to grow its user base by tens of millions as well. Analysts forecast its daily member count will rise to 1.87 billion, and monthly user base will top 2.83 billion. Its monthly user base is expected to reach almost 3 billion (2.99 billion) by the end of the year.\nBeyond advertising, BMO Capital Markets analyst Daniel Salmon wrote in a research note that commerce and shopping are becoming more important for Facebook’s success.\nIn March, Facebook chief executive Mark Zuckerberg said there were one million Facebook Shops, and 250 million visitors. Salmon said that if the company discloses the gross merchandise volume, it could help cement the importance to investors of Facebook’s commerce initiatives. Salmon acknowledged that such as disclosure wasn’t likely.\nInvestors have been wondering for months about the impact of a change to Apple‘s mobile operating system tech, which finally rolled out this week.\nOn Monday, in an update to its iOS operating system,Apple changed its software to ask iPhone and iPad users to opt in to an app’s tracking—a significant departure from the opt out ability buried in the operating system’s settings previously.\nZuckerberg and Apple (APPL) CEO Tim Cook have sparred over the issue for months. With just over a day’s worth of data, it seems unlikely Facebook will share details about the impact on its users. Previously developers have said it will hurt advertising targeting, and therefore damage ad revenue. It isn’t yet clear exactly what Apple users will do when presented with the choice, or the effectiveness of potential workarounds built by Facebook and others.\nBofA Securities analyst Justin Post wrote that he expects a “modest, low-single digit” impact on advertising spending on the platform since Facebook has had “ample time to prepare and develop workarounds.”\nFacebook finance chief David Wehner has discussed the potential impact on the business in past conference calls, and investors should pay close attention to any updates offered Wednesday. It’s worth noting that Zuckerberg took a less cautious tone in March, saying that he was confident the company will handle the situation. There is also the potential it could positively benefit the company, the CEO said.\nOf the analysts that cover Facebook, 49 rate the stock Buy, six have a Hold, and three rate it a Sell. The average target price is $339, which implies an upside of 12%.\nBarron’s took a positive view of Facebook stock earlier this month. Shares have climbed 2% since the cover story in the April 5 issue, as the S&P 500 index rose 4.1%. Facebook gained 0.7% to $305.02 in Tuesday afternoon trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327634418,"gmtCreate":1616079526734,"gmtModify":1704790733940,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Great. Low interest!","listText":"Great. Low interest!","text":"Great. Low interest!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/327634418","repostId":"2120163660","repostType":4,"repost":{"id":"2120163660","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1616078340,"share":"https://ttm.financial/m/news/2120163660?lang=&edition=fundamental","pubTime":"2021-03-18 22:39","market":"hk","language":"en","title":"The Fed plans to keep interest rates low -- so why do interest rates keep rising?","url":"https://stock-news.laohu8.com/highlight/detail?id=2120163660","media":"Dow Jones","summary":"Mortgage rates are now at the highest point since June and could go even higher even if the Federal ","content":"<p>Mortgage rates are now at the highest point since June and could go even higher even if the Federal Reserve doesn't change its policy</p><p>The Federal Reserve is planning to stay the course in keeping interest rates low -- but that isn't necessarily music to home buyers' ears.</p><p>On Wednesday, the Federal Reserve signaled that it won't raise interest rates  until 2023 at the earliest, even though some observers have voiced concerns about rising inflation. As of now, seven of the 18 Fed officials expect a rate hike to come in 2023, while four think <a href=\"https://laohu8.com/S/AONE\">one</a> could happen next year.</p><p>Investors happily greeted the news , with the Dow Jones Industrial Average  and the S&amp;P 500   both notching intraday records Wednesday following the Fed's announcement. Whether the Fed's policy is similarly auspicious for home buyers or people looking to refinance their existing mortgages remains to be seen.</p><p>Since the start of the year, the benchmark rate on the 30-year fixed-rate mortgage has risen more than 40 basis points, according to data from Freddie Mac.</p><p>As of Thursday  reported. It's the highest level that the benchmark mortgage rate has hit since June of last year.</p><p>Meanwhile, the average rates on the 15-year fixed-rate mortgage and the 5-year Treasury-indexed adjustable-rate mortgage both increased by two basis points, to 2.4% and 2.79% respectively.</p><p>\"The Fed funds rate itself has no impact on mortgage rates,\" said Tendayi Kapfidze, chief economist at <a href=\"https://laohu8.com/S/TREE\">LendingTree</a> <a href=\"https://laohu8.com/S/TREE.UK\">$(TREE.UK)$</a>, in explaining the Fed's policy decision didn't stem the rise in mortgage rates this week. The Federal Reserve controls short-term interest rates. But mortgage rates are long term rates, and mortgage lenders take their cues from the bond market when setting the rates they charge to borrowers.</p><p>In particular, mortgage rates roughly track the direction of the 10-year Treasury . But even that relationship isn't foolproof. \"This relationship can vary,\" Kapfidze said. \"10-yr Treasury rates were on an upward trend from August 2020, but mortgage rates were still falling until February.\"</p><p>Mortgage rates have risen quickly in recent weeks, reaching the highest level since July, as investors grew increasingly concerned about inflation. With Americans now receiving the stimulus checks approved as part of the $1.9 trillion American Rescue Plan, some analysts expect people to rush out and spend that money, causing prices to go up for consumer goods and services.</p><p>Still, the Fed's stance and policy decisions could have some influence on mortgage rates, even if the central bank doesn't control them directly. Since the start of the pandemic, the Federal Reserve has ramped up its purchases of mortgage-backed securities in an effort to pump much needed liquidity into the market. Those purchases helped to push rates lower.</p><p>\"Reaffirming its commitment to ongoing asset purchases while acknowledging that a tapering is on the horizon at some point -- likely pretty far off -- should help slow the rise of mortgage rates,\" said Danielle Hale, chief economist at Realtor.com. Hale noted that she expects the overall upward trend in mortgage rates to continue.</p><p>But if the Fed reverses its policy regarding mortgage-backed securities, rates could quickly rise as lenders face liquidity constraints. Alternatively, if the Fed were to opt to ramp up its purchases of 10-year Treasury notes to stem long-term rates, then mortgage rates could drop, Kapfidze said.</p><p>Either way, mortgage rates remain very low by historical standards even if they're now above the 3% mark, and industry experts anticipate that demand for mortgages will remain strong.</p><p>The Mortgage Bankers Association \"continues to see a very strong housing market, with mortgage applications to buy a home increasing, even as refinance demand wanes,\" said Mike Fratantoni, the trade organization's chief economist. \"While mortgage rates are likely to move somewhat higher, the purchase market remains on track for a record year.\"</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 Fed plans to keep interest rates low -- so why do interest rates keep rising?</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 Fed plans to keep interest rates low -- so why do interest rates keep rising?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-03-18 22:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Mortgage rates are now at the highest point since June and could go even higher even if the Federal Reserve doesn't change its policy</p><p>The Federal Reserve is planning to stay the course in keeping interest rates low -- but that isn't necessarily music to home buyers' ears.</p><p>On Wednesday, the Federal Reserve signaled that it won't raise interest rates  until 2023 at the earliest, even though some observers have voiced concerns about rising inflation. As of now, seven of the 18 Fed officials expect a rate hike to come in 2023, while four think <a href=\"https://laohu8.com/S/AONE\">one</a> could happen next year.</p><p>Investors happily greeted the news , with the Dow Jones Industrial Average  and the S&amp;P 500   both notching intraday records Wednesday following the Fed's announcement. Whether the Fed's policy is similarly auspicious for home buyers or people looking to refinance their existing mortgages remains to be seen.</p><p>Since the start of the year, the benchmark rate on the 30-year fixed-rate mortgage has risen more than 40 basis points, according to data from Freddie Mac.</p><p>As of Thursday  reported. It's the highest level that the benchmark mortgage rate has hit since June of last year.</p><p>Meanwhile, the average rates on the 15-year fixed-rate mortgage and the 5-year Treasury-indexed adjustable-rate mortgage both increased by two basis points, to 2.4% and 2.79% respectively.</p><p>\"The Fed funds rate itself has no impact on mortgage rates,\" said Tendayi Kapfidze, chief economist at <a href=\"https://laohu8.com/S/TREE\">LendingTree</a> <a href=\"https://laohu8.com/S/TREE.UK\">$(TREE.UK)$</a>, in explaining the Fed's policy decision didn't stem the rise in mortgage rates this week. The Federal Reserve controls short-term interest rates. But mortgage rates are long term rates, and mortgage lenders take their cues from the bond market when setting the rates they charge to borrowers.</p><p>In particular, mortgage rates roughly track the direction of the 10-year Treasury . But even that relationship isn't foolproof. \"This relationship can vary,\" Kapfidze said. \"10-yr Treasury rates were on an upward trend from August 2020, but mortgage rates were still falling until February.\"</p><p>Mortgage rates have risen quickly in recent weeks, reaching the highest level since July, as investors grew increasingly concerned about inflation. With Americans now receiving the stimulus checks approved as part of the $1.9 trillion American Rescue Plan, some analysts expect people to rush out and spend that money, causing prices to go up for consumer goods and services.</p><p>Still, the Fed's stance and policy decisions could have some influence on mortgage rates, even if the central bank doesn't control them directly. Since the start of the pandemic, the Federal Reserve has ramped up its purchases of mortgage-backed securities in an effort to pump much needed liquidity into the market. Those purchases helped to push rates lower.</p><p>\"Reaffirming its commitment to ongoing asset purchases while acknowledging that a tapering is on the horizon at some point -- likely pretty far off -- should help slow the rise of mortgage rates,\" said Danielle Hale, chief economist at Realtor.com. Hale noted that she expects the overall upward trend in mortgage rates to continue.</p><p>But if the Fed reverses its policy regarding mortgage-backed securities, rates could quickly rise as lenders face liquidity constraints. Alternatively, if the Fed were to opt to ramp up its purchases of 10-year Treasury notes to stem long-term rates, then mortgage rates could drop, Kapfidze said.</p><p>Either way, mortgage rates remain very low by historical standards even if they're now above the 3% mark, and industry experts anticipate that demand for mortgages will remain strong.</p><p>The Mortgage Bankers Association \"continues to see a very strong housing market, with mortgage applications to buy a home increasing, even as refinance demand wanes,\" said Mike Fratantoni, the trade organization's chief economist. \"While mortgage rates are likely to move somewhat higher, the purchase market remains on track for a record year.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120163660","content_text":"Mortgage rates are now at the highest point since June and could go even higher even if the Federal Reserve doesn't change its policyThe Federal Reserve is planning to stay the course in keeping interest rates low -- but that isn't necessarily music to home buyers' ears.On Wednesday, the Federal Reserve signaled that it won't raise interest rates  until 2023 at the earliest, even though some observers have voiced concerns about rising inflation. As of now, seven of the 18 Fed officials expect a rate hike to come in 2023, while four think one could happen next year.Investors happily greeted the news , with the Dow Jones Industrial Average  and the S&P 500   both notching intraday records Wednesday following the Fed's announcement. Whether the Fed's policy is similarly auspicious for home buyers or people looking to refinance their existing mortgages remains to be seen.Since the start of the year, the benchmark rate on the 30-year fixed-rate mortgage has risen more than 40 basis points, according to data from Freddie Mac.As of Thursday  reported. It's the highest level that the benchmark mortgage rate has hit since June of last year.Meanwhile, the average rates on the 15-year fixed-rate mortgage and the 5-year Treasury-indexed adjustable-rate mortgage both increased by two basis points, to 2.4% and 2.79% respectively.\"The Fed funds rate itself has no impact on mortgage rates,\" said Tendayi Kapfidze, chief economist at LendingTree $(TREE.UK)$, in explaining the Fed's policy decision didn't stem the rise in mortgage rates this week. The Federal Reserve controls short-term interest rates. But mortgage rates are long term rates, and mortgage lenders take their cues from the bond market when setting the rates they charge to borrowers.In particular, mortgage rates roughly track the direction of the 10-year Treasury . But even that relationship isn't foolproof. \"This relationship can vary,\" Kapfidze said. \"10-yr Treasury rates were on an upward trend from August 2020, but mortgage rates were still falling until February.\"Mortgage rates have risen quickly in recent weeks, reaching the highest level since July, as investors grew increasingly concerned about inflation. With Americans now receiving the stimulus checks approved as part of the $1.9 trillion American Rescue Plan, some analysts expect people to rush out and spend that money, causing prices to go up for consumer goods and services.Still, the Fed's stance and policy decisions could have some influence on mortgage rates, even if the central bank doesn't control them directly. Since the start of the pandemic, the Federal Reserve has ramped up its purchases of mortgage-backed securities in an effort to pump much needed liquidity into the market. Those purchases helped to push rates lower.\"Reaffirming its commitment to ongoing asset purchases while acknowledging that a tapering is on the horizon at some point -- likely pretty far off -- should help slow the rise of mortgage rates,\" said Danielle Hale, chief economist at Realtor.com. Hale noted that she expects the overall upward trend in mortgage rates to continue.But if the Fed reverses its policy regarding mortgage-backed securities, rates could quickly rise as lenders face liquidity constraints. Alternatively, if the Fed were to opt to ramp up its purchases of 10-year Treasury notes to stem long-term rates, then mortgage rates could drop, Kapfidze said.Either way, mortgage rates remain very low by historical standards even if they're now above the 3% mark, and industry experts anticipate that demand for mortgages will remain strong.The Mortgage Bankers Association \"continues to see a very strong housing market, with mortgage applications to buy a home increasing, even as refinance demand wanes,\" said Mike Fratantoni, the trade organization's chief economist. \"While mortgage rates are likely to move somewhat higher, the purchase market remains on track for a record year.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366958308,"gmtCreate":1614387050604,"gmtModify":1704771425945,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Always love bitcoin!!! Go higher!","listText":"Always love bitcoin!!! Go higher!","text":"Always love bitcoin!!! Go higher!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/366958308","repostId":"1117820997","repostType":4,"repost":{"id":"1117820997","pubTimestamp":1614337504,"share":"https://ttm.financial/m/news/1117820997?lang=&edition=fundamental","pubTime":"2021-02-26 19:05","market":"us","language":"en","title":"Coinbase IPO: 5 things to know about the U.S. cryptocurrency exchange","url":"https://stock-news.laohu8.com/highlight/detail?id=1117820997","media":"MarketWatch","summary":"A long-awaited public offering of Coinbase Global Inc. appears near after the cryptocurrency trading","content":"<p>A long-awaited public offering of Coinbase Global Inc. appears near after the cryptocurrency trading platform filed paperwork with the Securities and Exchange Commission on Thursday.</p>\n<p>Coinbase&nbsp;plans to list on the Nasdaq Inc. exchange&nbsp;under the ticker symbol “COIN,” with the aim of employing a nontraditional direct listing to take itself public. This method means it won’t raise any new money, similar to approaches used by Palantir Technologies,Slack Technologies&nbsp;and Spotify Technology&nbsp;in recent years.</p>\n<p>Here’s what to know about the popular trading platform ahead of its public offering.</p>\n<p><b>What is Coinbase?</b></p>\n<p>The Silicon Valley crypto exchange was co-founded in 2012 by Brian Armstrong, 38, who runs the platform chief executive. Fred Ehrsam, a Coinbase director, also helped to create the company.</p>\n<p>There are two class of Coinbase shares. Armstrong owns 11% of the Class A shares and 22% of the Class B shares, while Ehrsam owns 11.4% of the Class A and 9% of the Class B.</p>\n<p>According to Forbes, Armstrong’s networth is currently $6.5 billion based on his ownership in the company, which is likely to increase if the direct listing goes off successfully.</p>\n<p>Coinbase bills itself as a bet on the rapidly growing cryptoeconomy, which starts with the No. 1 crypto asset bitcoin but goes well beyond that, Armstrong and company argue.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67e611f71f8557b80e1863da93d753c9\" tg-width=\"1260\" tg-height=\"639\"><span>COINBASE S-1</span></p>\n<p>Bitcoin prices&nbsp;have gained attention as it has soared to repeated records, most recently touching a recent peak above $58,000 over the weekend before beginning to give up some gains in recent trade.</p>\n<p>Last week, bitcoin hit a market value of $1 trillion and even though the asset created by a person or persons known as Satoshi Nakamoto represents about 70% of the total crypto market, there are still a number of other popular crypto assets trading on Coinbase, including ether&nbsp;on Ethereum’s blockchain, Bitcoin Cash&nbsp;and Litecoin,to name a few.</p>\n<p><b>Who else owns Coinbase?</b></p>\n<p>Venture-capital firm Andreessen Horowitz, is the largest owner of Coinbase, boasting about 25% of Class A shares and14% of Class B. And Marc Andreessen, head of the venture capital outfit, sits on Coinbase’s board.</p>\n<p>Coinbase has an ambitions echo those of Robinhood Markets</p>\n<p>“Coinbase is company with an ambitious vision: to create more economic freedom for every person and business,” Armstrong wrote in a letter appended to the company’s public-filing paperwork with the SEC.</p>\n<p><b>Biggest risk factor</b></p>\n<p>No doubt the biggest risk factor in Coinbase is that it is a bet on an unproven asset class that was created just over a decade ago. Coinbase attempts to make it clear that its fate is linked to the prospects for Bitcoin and ethereum and the thousands of other alternative coins that have been written into existence.</p>\n<p>But a decline in interest and tough regulations in the U.S. and elsewhere could wallop the exchange platform.</p>\n<p>Here’s now Coinbase explains it:</p>\n<p>“<i>There is no assurance that any supported crypto asset will maintain its value or that there will be meaningful levels of trading activities. In the event that the price of crypto assets or the demand for trading crypto assets decline, our business, operating results, and financial condition would be adversely affected. A majority of our net revenue is from transactions in Bitcoin and ethereum. If demand for these crypto assets declines and is not replaced by new demand for crypto assets, our business, operating results, and financial condition could be adversely affected</i>,” Coinbase writes in its S-1 filing.</p>\n<p><b>How large is Coinbase?</b></p>\n<p>The crypto exchange platform ranks No. 3 among the largest digital asset exchanges in the world, according to data site CoinMarketCap.com. That ranking puts it behind Binance, based in Seattle and Huobi Global, a Seychelles-based cryptocurrency exchange that was founded in China.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/183f3996adecd36a47a1b191cf6d3ca6\" tg-width=\"1260\" tg-height=\"453\"><span>COINMARKETCAP.COM</span></p>\n<p>In the U.S. Coinbase is by far the most well-known crypto platform but there are competitors, including Gemini, run by Tyler and Cameron Winklevoss, who famously used their Facebook Inc.&nbsp;settlements to invest in bitcoins.</p>\n<p>Kraken is another popular crypto platform and direct competitor in the U.S.</p>\n<p><b>Odds &amp; Ends</b></p>\n<p>The company in its public filing offered a number of homages to the founder or founders of bitcoin and the digital currency age in its submission.</p>\n<p>For example, it listed the genesis block associated with Satoshi Nakamoto at “1A1zP1eP5QGefi2DMPTfTL5SLmv7DivfNa,” whose white paper back in 2008 set bitcoin in motion. (Additionally, a “Satoshi” is the smallest unit of bitcoin—0.00000001 BTC).</p>\n<p>The company offers no physical address for its headquarters in California, citing the COVID-19 pandemic, which has forced a number of companies to have most, if not all, of its staffers work remotely. For that reason, Coinbase refers to itself as “a remote-first company.”</p>\n<p>However, having no address to some was viewed as aligning with the decentralized nature of blockchain and bitcoins.</p>\n<p>The company also offered a handy primer on cryptocurrency terms, including defining terms like “hodl,” which have become popular in crypto circles. Hodl was accidentally coined in a 2013 Reddit&nbsp;and means long-term holder of an investment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d3d07b595555c3cb7e307056bde87a6\" tg-width=\"1260\" tg-height=\"348\"><span>SEC</span></p>\n<p><b>Armstrong crypto charity</b></p>\n<p>Back in 2018, Armstrong kicked off GiveCrypto.org, which makes direct cash transfers to people living in poverty.</p>\n<p>“People who invested early in crypto have amassed an enormous amount of wealth in a relatively short amount of time. Yet the reputation of the crypto community has been dominated by images of ‘bros in Lambos,’ whose antics get a lot of attention,”wrote Armstrong in a separate blog post on Mediumin 2018.</p>\n<p>Armstrong has reportedly donated at least $1 million to&nbsp;GiveCrypto.</p>","source":"market_watch","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>Coinbase IPO: 5 things to know about the U.S. cryptocurrency exchange</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\">\nCoinbase IPO: 5 things to know about the U.S. cryptocurrency exchange\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 19:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/coinbase-ipo-5-things-to-know-about-the-u-s-cryptocurrency-exchange-11614290534?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A long-awaited public offering of Coinbase Global Inc. appears near after the cryptocurrency trading platform filed paperwork with the Securities and Exchange Commission on Thursday.\nCoinbase plans to...</p>\n\n<a href=\"https://www.marketwatch.com/story/coinbase-ipo-5-things-to-know-about-the-u-s-cryptocurrency-exchange-11614290534?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":{"TSLA":"特斯拉","PYPL":"PayPal","SPOT":"Spotify Technology S.A.","GBTC":"Grayscale Bitcoin Trust","PLTR":"Palantir Technologies Inc.","NDAQ":"纳斯达克OMX交易所","SQ":"Block"},"source_url":"https://www.marketwatch.com/story/coinbase-ipo-5-things-to-know-about-the-u-s-cryptocurrency-exchange-11614290534?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1117820997","content_text":"A long-awaited public offering of Coinbase Global Inc. appears near after the cryptocurrency trading platform filed paperwork with the Securities and Exchange Commission on Thursday.\nCoinbase plans to list on the Nasdaq Inc. exchange under the ticker symbol “COIN,” with the aim of employing a nontraditional direct listing to take itself public. This method means it won’t raise any new money, similar to approaches used by Palantir Technologies,Slack Technologies and Spotify Technology in recent years.\nHere’s what to know about the popular trading platform ahead of its public offering.\nWhat is Coinbase?\nThe Silicon Valley crypto exchange was co-founded in 2012 by Brian Armstrong, 38, who runs the platform chief executive. Fred Ehrsam, a Coinbase director, also helped to create the company.\nThere are two class of Coinbase shares. Armstrong owns 11% of the Class A shares and 22% of the Class B shares, while Ehrsam owns 11.4% of the Class A and 9% of the Class B.\nAccording to Forbes, Armstrong’s networth is currently $6.5 billion based on his ownership in the company, which is likely to increase if the direct listing goes off successfully.\nCoinbase bills itself as a bet on the rapidly growing cryptoeconomy, which starts with the No. 1 crypto asset bitcoin but goes well beyond that, Armstrong and company argue.\nCOINBASE S-1\nBitcoin prices have gained attention as it has soared to repeated records, most recently touching a recent peak above $58,000 over the weekend before beginning to give up some gains in recent trade.\nLast week, bitcoin hit a market value of $1 trillion and even though the asset created by a person or persons known as Satoshi Nakamoto represents about 70% of the total crypto market, there are still a number of other popular crypto assets trading on Coinbase, including ether on Ethereum’s blockchain, Bitcoin Cash and Litecoin,to name a few.\nWho else owns Coinbase?\nVenture-capital firm Andreessen Horowitz, is the largest owner of Coinbase, boasting about 25% of Class A shares and14% of Class B. And Marc Andreessen, head of the venture capital outfit, sits on Coinbase’s board.\nCoinbase has an ambitions echo those of Robinhood Markets\n“Coinbase is company with an ambitious vision: to create more economic freedom for every person and business,” Armstrong wrote in a letter appended to the company’s public-filing paperwork with the SEC.\nBiggest risk factor\nNo doubt the biggest risk factor in Coinbase is that it is a bet on an unproven asset class that was created just over a decade ago. Coinbase attempts to make it clear that its fate is linked to the prospects for Bitcoin and ethereum and the thousands of other alternative coins that have been written into existence.\nBut a decline in interest and tough regulations in the U.S. and elsewhere could wallop the exchange platform.\nHere’s now Coinbase explains it:\n“There is no assurance that any supported crypto asset will maintain its value or that there will be meaningful levels of trading activities. In the event that the price of crypto assets or the demand for trading crypto assets decline, our business, operating results, and financial condition would be adversely affected. A majority of our net revenue is from transactions in Bitcoin and ethereum. If demand for these crypto assets declines and is not replaced by new demand for crypto assets, our business, operating results, and financial condition could be adversely affected,” Coinbase writes in its S-1 filing.\nHow large is Coinbase?\nThe crypto exchange platform ranks No. 3 among the largest digital asset exchanges in the world, according to data site CoinMarketCap.com. That ranking puts it behind Binance, based in Seattle and Huobi Global, a Seychelles-based cryptocurrency exchange that was founded in China.\nCOINMARKETCAP.COM\nIn the U.S. Coinbase is by far the most well-known crypto platform but there are competitors, including Gemini, run by Tyler and Cameron Winklevoss, who famously used their Facebook Inc. settlements to invest in bitcoins.\nKraken is another popular crypto platform and direct competitor in the U.S.\nOdds & Ends\nThe company in its public filing offered a number of homages to the founder or founders of bitcoin and the digital currency age in its submission.\nFor example, it listed the genesis block associated with Satoshi Nakamoto at “1A1zP1eP5QGefi2DMPTfTL5SLmv7DivfNa,” whose white paper back in 2008 set bitcoin in motion. (Additionally, a “Satoshi” is the smallest unit of bitcoin—0.00000001 BTC).\nThe company offers no physical address for its headquarters in California, citing the COVID-19 pandemic, which has forced a number of companies to have most, if not all, of its staffers work remotely. For that reason, Coinbase refers to itself as “a remote-first company.”\nHowever, having no address to some was viewed as aligning with the decentralized nature of blockchain and bitcoins.\nThe company also offered a handy primer on cryptocurrency terms, including defining terms like “hodl,” which have become popular in crypto circles. Hodl was accidentally coined in a 2013 Reddit and means long-term holder of an investment.\nSEC\nArmstrong crypto charity\nBack in 2018, Armstrong kicked off GiveCrypto.org, which makes direct cash transfers to people living in poverty.\n“People who invested early in crypto have amassed an enormous amount of wealth in a relatively short amount of time. Yet the reputation of the crypto community has been dominated by images of ‘bros in Lambos,’ whose antics get a lot of attention,”wrote Armstrong in a separate blog post on Mediumin 2018.\nArmstrong has reportedly donated at least $1 million to GiveCrypto.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572176137415007","authorId":"3572176137415007","name":"Abundance Thankful","avatar":"https://community-static.tradeup.com/news/3596d672dc89783cd009721d4bab5ddb","crmLevel":4,"crmLevelSwitch":1,"idStr":"3572176137415007","authorIdStr":"3572176137415007"},"content":"It always will! $$$$","text":"It always will! $$$$","html":"It always will! $$$$"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095035039,"gmtCreate":1644764957495,"gmtModify":1676533959707,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095035039","repostId":"2211246925","repostType":4,"repost":{"id":"2211246925","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":1644708223,"share":"https://ttm.financial/m/news/2211246925?lang=&edition=fundamental","pubTime":"2022-02-13 07:23","market":"us","language":"en","title":"Credit Suisse Entities Agree to Settle Lawsuit in U.S. for $81 Million - court filing","url":"https://stock-news.laohu8.com/highlight/detail?id=2211246925","media":"Reuters","summary":"WASHINGTON, Feb 12 (Reuters) - Credit Suisse Group AG entities, among six defendants in a lawsuit or","content":"<html><head></head><body><p>WASHINGTON, Feb 12 (Reuters) - Credit Suisse Group AG entities, among six defendants in a lawsuit originally filed by Iowa Public Employees Retirement System and other retirement associations, has agreed to pay $81 million, the first to agree to settle, the law firm Cohen Milstein Sellers &amp; Toll PLLC said in a release.</p><p>&#34;This first settlement agreement includes both an $81 million cash payment and an obligation on the part of Credit Suisse to provide cooperation to plaintiffs in litigating and ultimately trying their case against the remaining defendants,&#34; lawyers for the plaintiffs said in a court filing late on Friday.</p><p>The plaintiffs had accused units of Credit Suisse, Goldman Sachs Group Inc   , JPMorgan Chase &amp; Co    and three other banks of conspiring since 2009 to keep the stock lending market &#34;in the stone age&#34; by boycotting startup platforms like AQS or Data Explorers. They accused the banks of doing this in order to charge excessive fees to investors.</p><p>Credit Suisse said in a statement that it believed that the plaintiffs&#39; claims were without merit but &#34;we are pleased to resolve the litigation.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Credit Suisse Entities Agree to Settle Lawsuit in U.S. for $81 Million - court filing</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\">\nCredit Suisse Entities Agree to Settle Lawsuit in U.S. for $81 Million - court filing\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\">2022-02-13 07:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Feb 12 (Reuters) - Credit Suisse Group AG entities, among six defendants in a lawsuit originally filed by Iowa Public Employees Retirement System and other retirement associations, has agreed to pay $81 million, the first to agree to settle, the law firm Cohen Milstein Sellers &amp; Toll PLLC said in a release.</p><p>&#34;This first settlement agreement includes both an $81 million cash payment and an obligation on the part of Credit Suisse to provide cooperation to plaintiffs in litigating and ultimately trying their case against the remaining defendants,&#34; lawyers for the plaintiffs said in a court filing late on Friday.</p><p>The plaintiffs had accused units of Credit Suisse, Goldman Sachs Group Inc   , JPMorgan Chase &amp; Co    and three other banks of conspiring since 2009 to keep the stock lending market &#34;in the stone age&#34; by boycotting startup platforms like AQS or Data Explorers. They accused the banks of doing this in order to charge excessive fees to investors.</p><p>Credit Suisse said in a statement that it believed that the plaintiffs&#39; claims were without merit but &#34;we are pleased to resolve the litigation.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4127":"投资银行业与经纪业","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","JPM":"摩根大通","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","BK4552":"Archegos爆仓风波概念","BK4566":"资本集团","BK4207":"综合性银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211246925","content_text":"WASHINGTON, Feb 12 (Reuters) - Credit Suisse Group AG entities, among six defendants in a lawsuit originally filed by Iowa Public Employees Retirement System and other retirement associations, has agreed to pay $81 million, the first to agree to settle, the law firm Cohen Milstein Sellers & Toll PLLC said in a release.\"This first settlement agreement includes both an $81 million cash payment and an obligation on the part of Credit Suisse to provide cooperation to plaintiffs in litigating and ultimately trying their case against the remaining defendants,\" lawyers for the plaintiffs said in a court filing late on Friday.The plaintiffs had accused units of Credit Suisse, Goldman Sachs Group Inc   , JPMorgan Chase & Co    and three other banks of conspiring since 2009 to keep the stock lending market \"in the stone age\" by boycotting startup platforms like AQS or Data Explorers. They accused the banks of doing this in order to charge excessive fees to investors.Credit Suisse said in a statement that it believed that the plaintiffs' claims were without merit but \"we are pleased to resolve the litigation.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180064743,"gmtCreate":1623164991682,"gmtModify":1704197539814,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/180064743","repostId":"1124688970","repostType":4,"repost":{"id":"1124688970","pubTimestamp":1623164900,"share":"https://ttm.financial/m/news/1124688970?lang=&edition=fundamental","pubTime":"2021-06-08 23:08","market":"us","language":"en","title":"Intel: AMD Threat Is Finished","url":"https://stock-news.laohu8.com/highlight/detail?id=1124688970","media":"seekingalpha","summary":"Summary\n\nAlthough competition from Arm is increasing, AMD remains Intel’s biggest competitor, as con","content":"<p><b>Summary</b></p>\n<ul>\n <li>Although competition from Arm is increasing, AMD remains Intel’s biggest competitor, as concerns of losing market share weigh on Intel’s valuation.</li>\n <li>AMD's short-lived laptop competitiveness is already waning. Intel will further crush AMD with its (up to) 16-core Alder Lake: going from half the core count, to double in one generation.</li>\n <li>Intel is also re-investing in the (high-end) desktop, could leapfrog AMD in the data center, and seems to be overtaking AMD-Xilinx for FPGA leadership.</li>\n <li>AMD is slow to transition to the leading edge in process technology. For example, AMD will not launch 5nm laptop CPUs until 2023, when Intel might have outsourced (TSMC) 3nm.</li>\n <li>Given all the above, the Intel bear thesis of AMD benefiting from Intel's stumbles, gaining a large tech advantage and taking much market share, is finally finished.</li>\n</ul>\n<p><b>Investment Thesis</b></p>\n<p>While Arm previously tried (and failed) to enter the data center about a decade ago, in recent years, there has been a more credible resurgence in Arm competition, led by the Apple(NASDAQ:AAPL)Silicon transition and Amazon (AMZN) Graviton chips. Reportedly, Microsoft (MSFT) is also responding to Amazon with its own Arm chips, and with Ampere, there is also a merchant vendor.</p>\n<p>Nevertheless, still the biggest bear thesis for Intel (INTC) is AMD (AMD), which has rolled out a competitive Zen-based product portfolio (while, at the same time, Intel was stumbling with 10nm), and hence, Intel would be at risk of losing a major amount of market share.</p>\n<p>However, as I see it, AMD’s window of opportunity, which it had due to Intel’s multi-year 10nm delays, is closing rapidly as Intel’s next-gen (much more competitive) chips are entering the market. While AMD will still be a credible alternative supplier going forward, I don’t foresee it holding a significant lead, if any lead at all. I will illustrate in several areas.</p>\n<p>That means the story of AMD profiting from Intel’s delays to take loads of market share (almost for free) is finished. It simply didn't happen when it had to.</p>\n<p>1. Waning laptop competitiveness</p>\n<p>One of the main reasons AMD has attracted much attention is because the fastest chips are, not surprisingly, found in the desktop market, where the power budget is much higher. To that end, desktop is the segment where AMD’s flagship technology debuts first.</p>\n<p>However, one just has to look at Intel’s earnings to note that the most important segment (financially) is actually the laptop one, which account for ~70% of the market. And given that AMD’s laptop chips have generally launched six months or more after the desktop segment, this means Intel has actually experienced much less pressure from AMD than many would probably have expected (at least financially in its PC business).</p>\n<p>This changed, though, with the launch of AMD Renoir in 2020. This chip packed eight 7nm Zen 2 cores. In the 15W thin-and-light segment, this meant AMD had twice as many cores as Intel, while in the 35-45W range, Intel hadn't transitioned to 10nm yet, which meant it was competing with its old 14nm Skylake-based IP. Hence, Renoir posed AMD’s first significant threat to Intel’s PC business (even more so than Zen 3, AMD’s other 2020 launch).</p>\n<p>Intel, however, has alreadyanswered Renoir with Tiger Lake:</p>\n<ul>\n <li>In the 15-28W segment, Tiger Lake has a major performance advantage in per-core and graphics performance, as well as a generally superior platform with integrated Wi-Fi 6, AI acceleration, Thunderbolt 4, etc. Tiger Lake is able to compete against 6-core Renoir chips despite having only four cores, which means, only at the very high-end (and low volume), Intel loses in multi-threaded performance.</li>\n <li>More recently, Intel hasbrought Tiger Lake to 35-45W with eight coresas well. While AMD, for its part, has transitioned to Zen 3 in laptops, benchmarks show the two CPUs are roughly equal.</li>\n</ul>\n<p>Looking forward, and it seems, AMD’s competitiveness will fade further rather quickly.</p>\n<p>Intel will launch Alder Lake in the second half of 2021. Alder Lake will implement big.Little, which has been used for many years in the smartphone space to improve power efficiency. Hence, by combining high performance and high frequency cores, Intel will be able to deliver an unmatched capability, since AMD only has one architecture. According to leaks, Alder Lake will come in 2+6 up to 6+8 configurations of Core + Atom cores (and even 8+8 for 55W laptops). Altogether, leaks have indicated Intel is expecting Alder Lake to double in performance.</p>\n<p>Hence, as I see it, Intel's hybrid designs will be a big blow for AMD's laptop competitiveness going forward. Indeed: quite recently, there have actually been somerumors of AMD developing its own hybrid designcalled Strix Point. It would consist of eight high-performance Zen 5 cores and four low power \"Zen 4D\" cores, all on 3nm.</p>\n<p>Meanwhile, looking even further out, into 2022 and beyond, AMD’s roadmap is even bleaker than Intel’s. It is highly unlikely AMD will launch a 5nm part before 2023. Given the publicity Intel received from its 7nm delay (from 2022 to 2023), that should raise concerns. While much has been discussed about Intel’s loss of process leadership, this loss only means something if its competitors make use of that advantage.</p>\n<p>In this case, AMD is not making use of it. Even though 5nm launched in the market in late 2020, AMD’s 2022 laptop roadmap consists of “Zen3+”, which means a refresh of its 2021 laptop line-up. This also means there will be no 5nm laptops from AMD until some time in 2023. That, in turn, means Intel might actually launch its 7nm CPUs before AMD launches 5nm. Never mind if Intel also charges forward with TSMC-based (TSM) 3nm CPU in 2023. The Strix Point CPU from AMD (on 3nm) is also rumored for 2024, while Intel has talked about outsourcing for 2023 already.</p>\n<p>As a last indication, Intel also took CPU connectivity leadership in laptops with PCIe 4.0, whereas AMD stayed with 3.0. This also means AMD will still be on 3.0 when Intel launches Alder Lake, which will be further upgraded to PCIe 5.0.</p>\n<p>2. Re-investing in the desktop</p>\n<p>Besides defending its laptop stronghold, Intel is also re-investing in the desktop. The desktop is one of the main victims of Intel’s 10nm delays, as Intel has yet to launch its first 10nm desktop CPUs.</p>\n<p>This will change with Alder Lake in H2’21, as Intel will bring this CPU also to the desktop. That means the desktop will (finally) return to parity with Intel’s laptop segment, in terms of technology. That should substantially improve Intel’s competitiveness. Here, likewise, leaks haveindicatedIntel is expecting 2x performance. This would put Intel on performance parity (or even a slight leadership) against Zen 3.</p>\n<p>Since recentrumors indicate that Zen 4 will launch in Q4'22, this means Intel could be more or less on parity with AMD for at least a full year (if the 2x performance claim holds true across the board).</p>\n<p>As described, though, for AMD, the desktop represents its flagship segment, whereas Intel has most vigorously defended the (much bigger) laptop space. Hence, I do not foresee Intel necessarily vigorously overtaking AMD. Still, given the seemingly late 2022 launch for Zen 4, it's a bit of pity that Meteor Lake has been delayed. Nevertheless, based on the large jump Intel is making with Alder Lake, the gap should close substantially, especially for all but those who need the highest core counts.</p>\n<p>3. Re-entering high-end desktop (HEDT)</p>\n<p>Another segment that Intel has basically ignored for the last few years is the high-end desktop. Once proud of its $1700 10-core CPU, these chips immediately became obsolete once AMD launched its Threadripper line. Even with many price cuts, Intel hasn't really had a compelling offering for this segment for years already.</p>\n<p>Reports indicate, however, that Intel is outright skipping the Ice Lake-X generation and will move straight to Sapphire Rapids-X. Since AMD lately also hasn't given its Threadripper line the most aggressive roadmap, Intel could bring some serious competition back to this market if Sapphire Rapids-X would launch in 2022.</p>\n<p>4. Overtaking AMD in the data center?</p>\n<p>Besides the desktop, the data center has been the other segment where Intel had fallen substantially behind due to its 10nm delays. Frankly, ever since AMD launched its 7nm Rome CPUs with 64 cores, it has been surprising that Intel has not lost more market share, given that its own offering consisted of 28-core CPUs on 14nm for a long time.</p>\n<p>More recently, acomprehensive benchmark effort by Phoronixhas indicated that Intel is actually surprisingly competing against these 64-core Milan CPUs with its own 40-core Ice Lake-SP on 10nm.</p>\n<p>Intel's competitiveness will further improve withSapphire Rapids. It will move to Intel’s latest technology, with the same architecture and 10nm Enhanced SuperFin process as the upcoming Alder Lake. It will (almost) close to the gap in core count, with a boost to 56 cores.</p>\n<p>In fact, in tech forums, enthusiasts continue to debate whether Sapphire Rapids will top out at 56 or 72 cores, as there have also been rumors of the latter variant. In that case, Intel's chances of unambiguously overtaking AMD would be greatly increased.</p>\n<p>Additionally, Sapphire Rapids, in any case, will take a substantial lead in I/O, with PCIe 5.0 and CXL, as well as DDR5 and HBM support. It also has an integrated data engine (Data Streaming Accelerator), and it will move to Intel’s chiplet design with four EMIB-connected tiles. This means each chiplet will have 14 (or 18) cores.</p>\n<p>Lastly, Sapphire Rapids will also substantially widen Intel’s already vast lead in AI performance, with the inclusion of Intel’s version of Nvidia’s (NVDA) Tensor Cores. In aninterview with AnandTechearlier this year, Intel said that AVX-512 (which Intel's current DLBoost is based on) is one of the largest factors for customers choosing to adopt Intel over AMD. So, to that end, Intel expects Sapphire Rapids to improve AI performance by a further 4-8x.</p>\n<p>To be sure, given the delays of at least several quarters, I do not expect Intel to take an unsurmountable leadership position. For example, in 2019, Intel said that the next-gen 7nm Granite Rapids would launch when Sapphire Rapids will actually launch: in early 2022. This means AMD will transition to 5nm before Intel transitions to its 7nm Granite Rapids CPUs, which gives AMD a chance to one-up Intel.</p>\n<p>Nevertheless, for investors, the key point is that I do not foresee that, at any point going forward, AMD will hold a substantial advantage, and for a substantial amount of time, anymore. Even with the 7nm delays, I do not foresee a repeat of the 28-core vs. 64-core situation described above.</p>\n<p>As a case in point, remember that enterprises do not care so much about who has leadership at any given time, as much as that they demand a long-term roadmap. Customers buy into roadmaps rather than single point products. Intel has such a competitive roadmap at an annual cadence: Ice Lake early 2021, Sapphire Rapids early 2022, Granite Rapids early to mid 2023, Diamond Rapids in 2014, etc.</p>\n<p>What this means is that performance will remain contested: Sapphire Rapids will likely overtake AMD, but AMD will respond with Genoa. Then, Intel will respond with Granite Rapids, etc. This raises the rhetorical question: will enterprises bother to switch to AMD if, half a year later, Intel may launch a faster CPU, etc.? The pure performance benchmarks also neglect less quantifiable advantages such as Intel’s vastly larger sales force, etc.</p>\n<p>In summary, AMD did not even manage to achieve 10% market share while it had over twice the core count (and hence a substantial leadership across the board). That advantage now seems gone for at least the next few generations. AMD simply didn't capitalize when it had the once-in-a-century opportunity.</p>\n<p>5. Challenging Xilinx for FPGA leadership</p>\n<p>I will describe FPGAs rather briefly, as this could be its own topic. As a preliminary note, one should be more cautious here since FPGAs are more esoteric technology in nature.</p>\n<p>For example, in light of AMD’s acquisition, some remarked that Intel’s Altera acquisition supposedly would be a failed one. If any arguments were given at all (to substantiate that claim), it would supposedly be because Intel has not launched an FPGA integrated with its Xeon CPUs, or because of its lackluster financial performance. However, the FPGA integration argument goes against the industry trend, which is to position the FPGA as an accelerator, just like GPUs which in the data aren't integrated directly into the CPU either. In the future, FPGAs will be connected through the open CXL interconnect, which was developed by Intel, and has also been backed by Xilinx(NASDAQ:XLNX), Arm and even AMD.</p>\n<p>Acquisition issues aside, with regards to actual FPGA leadership, here as well Intel has made much progress to catch up and even surpass Xilinx.</p>\n<p>Prior to the acquisition, Altera had delays with its 20nm generation, which led to it being one year behind Xilinx to the 16/14nm generation. However, almost literally the first day after the acquisition, Intel invested in a second, parallel design team for the 10nm generation. This allowed Intel to catch up and achieve parity to the 10nm/7nm generation, as both FPGAs started sampling around mid-2019, and have recently begun ramping more broadly.</p>\n<p>In fact, as part of the quite recentIce Lake-SP launch, Intelclaimedthat its 10nm FPGAs achieve up to 2x higher performance/watt compared to Xilinx' 7nm Versal FPGAs. So, arguably, Intel has not just got back to parity, but has in fact leapfrogged Xilinx.</p>\n<p>There are other aspects as well that demonstrate Intel’s FPGA leadership, including its pioneering use of chiplets (and in the future even 3D stacking), as well as Intel’s transceiver leadership (and indeed those transceivers are separate chiplets): Intel was first to 58G and 116G speed, and first to demo 224G in 2020.</p>\n<p>Even at 14nm, despite being later to initial launch (as described), Intel still managed to launch the first 14/16nm FPGAs with integrated HBM, integrated Arm cores and even PCIe 4.0.</p>\n<p>6. Regaining process leadership (process technology decreasing in importance)</p>\n<p>As discussed in the first point, having a process technology leadership only means something if the fabless foundry customer makes use of it. In the case of AMD, it explicitly does not, as it will launch a “Zen3+” refresh in 2022, instead of 5nm Zen 4, in laptops at least.</p>\n<p>Furthermore, combining this with the outsourcing rumors, and Intel may actually return to process leadership, as instead Intel may launch 3nm CPUs in 2023, leapfrogging AMD’s 5nm ones. In fact, it seems highly unlikely that AMD will launch any 3nm CPUs in2023 at all, as for example indicated by the Strix Point rumor for 2024.</p>\n<p>As Bob Swan said in anearly 2021 interview, it would only adopt foundries if it got preferential treatment. Hence, AMD bulls may have underestimated Intel’s position as world’s largest semiconductor company when they perhaps assumed TSMC would be dismissive of Intel’s potential multi-billion wafer orders.</p>\n<p>The larger point, though, is that Moore’s Law is likely to decrease in importance. For example, TSMC’s 3nm will deliver a real-world shrink of about 1.5x at a relatively slow 2.5 year cadence. This shows Moore’s Law is slowing down. So, even if TSMC continues to have a leadership position, it is unlikely it will have enormous advantage. Pat Gelsinger, for its part, claimed that Intel is already back on track for leadership anyway.</p>\n<p>Additionally, there are many advances beyond the base process technology, such as chiplets and even 3D stacking. If anything, Intel is actually ahead with those technologies.</p>\n<p><b>Crunching the numbers</b></p>\n<p>The proof is in the pudding. Intel took back share from AMD for the first time in three years, in Q4'20. This comprehensive article covers the details:Intel Claws Back Desktop PC and Notebook Market Share From AMD, First Time in Three Years. Following article contains somemore recent numbers.</p>\n<p>This seems to prove exactly the point of this article: Intel has more or less stopped AMD's momentum with the ramp of its 10nm products. AMD's market share in data centers is still well below 10% (estimated at ~$0.5B quarterly revenue), and if the PC numbers are any indication, AMD's momentum might slow there as well with Intel's 10nm data center CPUs.</p>\n<p><b>How Intel could leapfrog AMD in 2023</b></p>\n<p>By 2023, with Meteor Lake Intel will have a \"breakthrough\" (as Intel called it) CPU architecture that might leapfrog AMD, perhaps reaching Intel's goal of \"unquestioned leadership\". Built on TSMC's 3nm and its own 7nm, it will be about half node to a full node ahead of AMD's 5nm portfolio.</p>\n<p>In other words, from being a year behind in 2019, Intel could actually be a year ahead in 2023.</p>\n<p>Officially, Pat Gelsinger has promised investors only such a leadership by 2024-2025, so if Intel reaches an unmatched leadership position faster (largely because of slow execution by AMD, offsetting Intel's 7nm delays as described), that would obviously be quite bullish.</p>\n<p>In reality, though, it will likely take Intel varying amounts of time to obtain leadership in different categories. For example, as described Alder Lake may already deliver unquestioned leadership in laptops later this year.</p>\n<p><b>Risks</b></p>\n<p>In laptops, Intel's main risk is its product cadence. While according to Pat, Intel has made tremendous progress on 7nm since mid-2020, Meteor Lake has been delayed from late 2022 to somewhere in 2023. Additionally, the 2024 AMD Strix Point product does pose a clear response to Intel's hybrid designs by combining both its Atom and Core architectures, which I called an unmatched capability.</p>\n<p>In desktops, many enthusiasts have taken a stance of waiting for Intel to prove that such a hybrid design also works in this segment. While Zen 4 seems to launch later than many had expected, it also remains unclear how Intel will respond to further core count increases by AMD: will Intel scale only the number of big cores, only the Atom cores, or both?</p>\n<p>In the data center and high-end desktop, the main issue remains Intel's ability (or willingness) to compete on core count. Even if Intel is already competitive (in some areas) with a lower core count, some Arm competitors are already talking about triple digit core counts.</p>\n<p>In FPGAs, despite Intel's vastly improved position in the last few years, this isn't showing in this group's financial and market share. Additionally, both Intel and Xilinx also have a bit of a different strategy, as Xilinx, for example, prefers to call its 7nm FPGAs \"ACAPs\", referring to their various integrated accelerators for things such as 5G.</p>\n<p>Lastly, in process technology, despite Intel's \"full embrace of EUV\", the track record of execution remains on TSMC's side. Additionally, given ASML's (ASML)supply constraints, some have remarked that Intel might not be able to obtain enough tools to ramp 7nm. However, there is no real evidence (such as indications by either ASML or Intel management) that there are any such concerns.</p>\n<p><b>Investment thesis revisited</b></p>\n<p>This article is in part an indirect response to thethesis of another SA contributor, who claimed that Intel, instead,is finished. For example, the author notes that Intel is releasing 10nm chips, compared to AMD’s 7nm and Apple’s 5nm, and hence Intel would be behind. In doing so, the authorfalls in the nanometer marketing games trap, as Intel’s 10nm process is objectively actually (slightly) superior to TSMC’s 7nm. One should be cautious of investment theses based solely on the name of the process technology (“7nm”, “5nm”, etc.), as those names are incomparable across foundries.</p>\n<p>I also differ with regards to the author’s analysis of Intel’s outsourcing strategy. Intel has only said that its 7nm node has encountered issues. Nothing is known about Intel’s 5nm. Hence, outsourcing could be an effective strategy to address the delays in one generation, investing instead more heavily in the next generation.</p>\n<p><b>Investor takeaway</b></p>\n<p>AMD, to me, looks finished. Specifically, the bear thesis of Intel losing loads of market share to AMD by the latter profiting from Intel’s 10nm delays, is finished. In fact, Intel even took some share back since Q4'20.</p>\n<p>Going forward, while AMD certainly will continue to be competitive, I do not foresee AMD to ever again attain such a meaningful tech advantage that would act as a catalyst for broad adoption of AMD, like what had been the case when AMD moved to 7nm, while Intel had to continue to rely on 14nm. I showed this in six areas:</p>\n<ol>\n <li>In laptops, Tiger Lake is already the overall superior overall platform when considering graphics and integrated Wi-Fi 6. Going forward, with Alder Lake, Intel will deliver an unmatched capability with its Hybrid Technology, also catching up on (or even surpassing in) core count and hence likely multi-threaded performance. Meanwhile, AMD won’t move to 5nm until 2023, when Intel may actually leverage TSMC’s 3nm besides its 7nm.</li>\n <li>Intel is also re-investing in the desktop, with Alder Lake, significantly improving competitiveness. Since the desktop remains AMD’s flagship platform, AMD will likely continue to have the upper hand, though.</li>\n <li>Intel is also re-entering the high-end desktop segment with Sapphire Rapids-X, skipping a hypothetical Ice Lake-X.</li>\n <li>Intel frankly is lucky that AMD hasn’t managed to take more market share in the data center. However, going forward with Sapphire Rapids and beyond, Intel will catch up: the performance crown will likely change sides with various product introductions. But that is the point: enterprises likely aren’t going to switch vendors with each new CPU release. Hence, just being competitive with an annual roadmap should suffice to largely stop the threat of severe market share losses. That is what Intel will deliver.</li>\n <li>Going into the acquisition half a decade ago, Intel-Altera was one year behind to the 16/14nm generation. However, Intel caught up and achieved parity (or even leadership) at the 10/7nm generation.</li>\n <li>The general outlook is that, going forward, process technology will matter less as Moore’s Law is slowing, and Intel and the industry is moving towards outsourcing, chiplets and even 3D stacking. More specifically, AMD is failing to transition to 5nm timely, making Intel's 7nm delays less relevant.</li>\n</ol>\n<p>In short, AMD’s golden age started with the (coincidental) confluence of the launch of its Zen architecture and Intel’s multi-year 10nm delays. However, with 10nm now ramping, Intel is quickly regaining competitiveness. Furthermore, Intel’s willingness to leverage TSCM’s most leading edge processes, such as 3nm, even before AMD adopts those, further strengthens the point.</p>\n<p><b>Bottom line</b></p>\n<p>With that, the bearish thesis of Intel losing loads of market share to AMD, to prevent Intel from capitalizing on its many growth opportunities from cloud to 5G and IoT, is arguably definitely finished. However, Intel is still largely valued as if does not have these growth prospects. Hence, if the Street would reconsider this valuation, there may be upside.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel: AMD Threat Is Finished</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel: AMD Threat Is Finished\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 23:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4433617-intel-amd-threat-is-finished><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlthough competition from Arm is increasing, AMD remains Intel’s biggest competitor, as concerns of losing market share weigh on Intel’s valuation.\nAMD's short-lived laptop competitiveness is...</p>\n\n<a href=\"https://seekingalpha.com/article/4433617-intel-amd-threat-is-finished\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4433617-intel-amd-threat-is-finished","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1124688970","content_text":"Summary\n\nAlthough competition from Arm is increasing, AMD remains Intel’s biggest competitor, as concerns of losing market share weigh on Intel’s valuation.\nAMD's short-lived laptop competitiveness is already waning. Intel will further crush AMD with its (up to) 16-core Alder Lake: going from half the core count, to double in one generation.\nIntel is also re-investing in the (high-end) desktop, could leapfrog AMD in the data center, and seems to be overtaking AMD-Xilinx for FPGA leadership.\nAMD is slow to transition to the leading edge in process technology. For example, AMD will not launch 5nm laptop CPUs until 2023, when Intel might have outsourced (TSMC) 3nm.\nGiven all the above, the Intel bear thesis of AMD benefiting from Intel's stumbles, gaining a large tech advantage and taking much market share, is finally finished.\n\nInvestment Thesis\nWhile Arm previously tried (and failed) to enter the data center about a decade ago, in recent years, there has been a more credible resurgence in Arm competition, led by the Apple(NASDAQ:AAPL)Silicon transition and Amazon (AMZN) Graviton chips. Reportedly, Microsoft (MSFT) is also responding to Amazon with its own Arm chips, and with Ampere, there is also a merchant vendor.\nNevertheless, still the biggest bear thesis for Intel (INTC) is AMD (AMD), which has rolled out a competitive Zen-based product portfolio (while, at the same time, Intel was stumbling with 10nm), and hence, Intel would be at risk of losing a major amount of market share.\nHowever, as I see it, AMD’s window of opportunity, which it had due to Intel’s multi-year 10nm delays, is closing rapidly as Intel’s next-gen (much more competitive) chips are entering the market. While AMD will still be a credible alternative supplier going forward, I don’t foresee it holding a significant lead, if any lead at all. I will illustrate in several areas.\nThat means the story of AMD profiting from Intel’s delays to take loads of market share (almost for free) is finished. It simply didn't happen when it had to.\n1. Waning laptop competitiveness\nOne of the main reasons AMD has attracted much attention is because the fastest chips are, not surprisingly, found in the desktop market, where the power budget is much higher. To that end, desktop is the segment where AMD’s flagship technology debuts first.\nHowever, one just has to look at Intel’s earnings to note that the most important segment (financially) is actually the laptop one, which account for ~70% of the market. And given that AMD’s laptop chips have generally launched six months or more after the desktop segment, this means Intel has actually experienced much less pressure from AMD than many would probably have expected (at least financially in its PC business).\nThis changed, though, with the launch of AMD Renoir in 2020. This chip packed eight 7nm Zen 2 cores. In the 15W thin-and-light segment, this meant AMD had twice as many cores as Intel, while in the 35-45W range, Intel hadn't transitioned to 10nm yet, which meant it was competing with its old 14nm Skylake-based IP. Hence, Renoir posed AMD’s first significant threat to Intel’s PC business (even more so than Zen 3, AMD’s other 2020 launch).\nIntel, however, has alreadyanswered Renoir with Tiger Lake:\n\nIn the 15-28W segment, Tiger Lake has a major performance advantage in per-core and graphics performance, as well as a generally superior platform with integrated Wi-Fi 6, AI acceleration, Thunderbolt 4, etc. Tiger Lake is able to compete against 6-core Renoir chips despite having only four cores, which means, only at the very high-end (and low volume), Intel loses in multi-threaded performance.\nMore recently, Intel hasbrought Tiger Lake to 35-45W with eight coresas well. While AMD, for its part, has transitioned to Zen 3 in laptops, benchmarks show the two CPUs are roughly equal.\n\nLooking forward, and it seems, AMD’s competitiveness will fade further rather quickly.\nIntel will launch Alder Lake in the second half of 2021. Alder Lake will implement big.Little, which has been used for many years in the smartphone space to improve power efficiency. Hence, by combining high performance and high frequency cores, Intel will be able to deliver an unmatched capability, since AMD only has one architecture. According to leaks, Alder Lake will come in 2+6 up to 6+8 configurations of Core + Atom cores (and even 8+8 for 55W laptops). Altogether, leaks have indicated Intel is expecting Alder Lake to double in performance.\nHence, as I see it, Intel's hybrid designs will be a big blow for AMD's laptop competitiveness going forward. Indeed: quite recently, there have actually been somerumors of AMD developing its own hybrid designcalled Strix Point. It would consist of eight high-performance Zen 5 cores and four low power \"Zen 4D\" cores, all on 3nm.\nMeanwhile, looking even further out, into 2022 and beyond, AMD’s roadmap is even bleaker than Intel’s. It is highly unlikely AMD will launch a 5nm part before 2023. Given the publicity Intel received from its 7nm delay (from 2022 to 2023), that should raise concerns. While much has been discussed about Intel’s loss of process leadership, this loss only means something if its competitors make use of that advantage.\nIn this case, AMD is not making use of it. Even though 5nm launched in the market in late 2020, AMD’s 2022 laptop roadmap consists of “Zen3+”, which means a refresh of its 2021 laptop line-up. This also means there will be no 5nm laptops from AMD until some time in 2023. That, in turn, means Intel might actually launch its 7nm CPUs before AMD launches 5nm. Never mind if Intel also charges forward with TSMC-based (TSM) 3nm CPU in 2023. The Strix Point CPU from AMD (on 3nm) is also rumored for 2024, while Intel has talked about outsourcing for 2023 already.\nAs a last indication, Intel also took CPU connectivity leadership in laptops with PCIe 4.0, whereas AMD stayed with 3.0. This also means AMD will still be on 3.0 when Intel launches Alder Lake, which will be further upgraded to PCIe 5.0.\n2. Re-investing in the desktop\nBesides defending its laptop stronghold, Intel is also re-investing in the desktop. The desktop is one of the main victims of Intel’s 10nm delays, as Intel has yet to launch its first 10nm desktop CPUs.\nThis will change with Alder Lake in H2’21, as Intel will bring this CPU also to the desktop. That means the desktop will (finally) return to parity with Intel’s laptop segment, in terms of technology. That should substantially improve Intel’s competitiveness. Here, likewise, leaks haveindicatedIntel is expecting 2x performance. This would put Intel on performance parity (or even a slight leadership) against Zen 3.\nSince recentrumors indicate that Zen 4 will launch in Q4'22, this means Intel could be more or less on parity with AMD for at least a full year (if the 2x performance claim holds true across the board).\nAs described, though, for AMD, the desktop represents its flagship segment, whereas Intel has most vigorously defended the (much bigger) laptop space. Hence, I do not foresee Intel necessarily vigorously overtaking AMD. Still, given the seemingly late 2022 launch for Zen 4, it's a bit of pity that Meteor Lake has been delayed. Nevertheless, based on the large jump Intel is making with Alder Lake, the gap should close substantially, especially for all but those who need the highest core counts.\n3. Re-entering high-end desktop (HEDT)\nAnother segment that Intel has basically ignored for the last few years is the high-end desktop. Once proud of its $1700 10-core CPU, these chips immediately became obsolete once AMD launched its Threadripper line. Even with many price cuts, Intel hasn't really had a compelling offering for this segment for years already.\nReports indicate, however, that Intel is outright skipping the Ice Lake-X generation and will move straight to Sapphire Rapids-X. Since AMD lately also hasn't given its Threadripper line the most aggressive roadmap, Intel could bring some serious competition back to this market if Sapphire Rapids-X would launch in 2022.\n4. Overtaking AMD in the data center?\nBesides the desktop, the data center has been the other segment where Intel had fallen substantially behind due to its 10nm delays. Frankly, ever since AMD launched its 7nm Rome CPUs with 64 cores, it has been surprising that Intel has not lost more market share, given that its own offering consisted of 28-core CPUs on 14nm for a long time.\nMore recently, acomprehensive benchmark effort by Phoronixhas indicated that Intel is actually surprisingly competing against these 64-core Milan CPUs with its own 40-core Ice Lake-SP on 10nm.\nIntel's competitiveness will further improve withSapphire Rapids. It will move to Intel’s latest technology, with the same architecture and 10nm Enhanced SuperFin process as the upcoming Alder Lake. It will (almost) close to the gap in core count, with a boost to 56 cores.\nIn fact, in tech forums, enthusiasts continue to debate whether Sapphire Rapids will top out at 56 or 72 cores, as there have also been rumors of the latter variant. In that case, Intel's chances of unambiguously overtaking AMD would be greatly increased.\nAdditionally, Sapphire Rapids, in any case, will take a substantial lead in I/O, with PCIe 5.0 and CXL, as well as DDR5 and HBM support. It also has an integrated data engine (Data Streaming Accelerator), and it will move to Intel’s chiplet design with four EMIB-connected tiles. This means each chiplet will have 14 (or 18) cores.\nLastly, Sapphire Rapids will also substantially widen Intel’s already vast lead in AI performance, with the inclusion of Intel’s version of Nvidia’s (NVDA) Tensor Cores. In aninterview with AnandTechearlier this year, Intel said that AVX-512 (which Intel's current DLBoost is based on) is one of the largest factors for customers choosing to adopt Intel over AMD. So, to that end, Intel expects Sapphire Rapids to improve AI performance by a further 4-8x.\nTo be sure, given the delays of at least several quarters, I do not expect Intel to take an unsurmountable leadership position. For example, in 2019, Intel said that the next-gen 7nm Granite Rapids would launch when Sapphire Rapids will actually launch: in early 2022. This means AMD will transition to 5nm before Intel transitions to its 7nm Granite Rapids CPUs, which gives AMD a chance to one-up Intel.\nNevertheless, for investors, the key point is that I do not foresee that, at any point going forward, AMD will hold a substantial advantage, and for a substantial amount of time, anymore. Even with the 7nm delays, I do not foresee a repeat of the 28-core vs. 64-core situation described above.\nAs a case in point, remember that enterprises do not care so much about who has leadership at any given time, as much as that they demand a long-term roadmap. Customers buy into roadmaps rather than single point products. Intel has such a competitive roadmap at an annual cadence: Ice Lake early 2021, Sapphire Rapids early 2022, Granite Rapids early to mid 2023, Diamond Rapids in 2014, etc.\nWhat this means is that performance will remain contested: Sapphire Rapids will likely overtake AMD, but AMD will respond with Genoa. Then, Intel will respond with Granite Rapids, etc. This raises the rhetorical question: will enterprises bother to switch to AMD if, half a year later, Intel may launch a faster CPU, etc.? The pure performance benchmarks also neglect less quantifiable advantages such as Intel’s vastly larger sales force, etc.\nIn summary, AMD did not even manage to achieve 10% market share while it had over twice the core count (and hence a substantial leadership across the board). That advantage now seems gone for at least the next few generations. AMD simply didn't capitalize when it had the once-in-a-century opportunity.\n5. Challenging Xilinx for FPGA leadership\nI will describe FPGAs rather briefly, as this could be its own topic. As a preliminary note, one should be more cautious here since FPGAs are more esoteric technology in nature.\nFor example, in light of AMD’s acquisition, some remarked that Intel’s Altera acquisition supposedly would be a failed one. If any arguments were given at all (to substantiate that claim), it would supposedly be because Intel has not launched an FPGA integrated with its Xeon CPUs, or because of its lackluster financial performance. However, the FPGA integration argument goes against the industry trend, which is to position the FPGA as an accelerator, just like GPUs which in the data aren't integrated directly into the CPU either. In the future, FPGAs will be connected through the open CXL interconnect, which was developed by Intel, and has also been backed by Xilinx(NASDAQ:XLNX), Arm and even AMD.\nAcquisition issues aside, with regards to actual FPGA leadership, here as well Intel has made much progress to catch up and even surpass Xilinx.\nPrior to the acquisition, Altera had delays with its 20nm generation, which led to it being one year behind Xilinx to the 16/14nm generation. However, almost literally the first day after the acquisition, Intel invested in a second, parallel design team for the 10nm generation. This allowed Intel to catch up and achieve parity to the 10nm/7nm generation, as both FPGAs started sampling around mid-2019, and have recently begun ramping more broadly.\nIn fact, as part of the quite recentIce Lake-SP launch, Intelclaimedthat its 10nm FPGAs achieve up to 2x higher performance/watt compared to Xilinx' 7nm Versal FPGAs. So, arguably, Intel has not just got back to parity, but has in fact leapfrogged Xilinx.\nThere are other aspects as well that demonstrate Intel’s FPGA leadership, including its pioneering use of chiplets (and in the future even 3D stacking), as well as Intel’s transceiver leadership (and indeed those transceivers are separate chiplets): Intel was first to 58G and 116G speed, and first to demo 224G in 2020.\nEven at 14nm, despite being later to initial launch (as described), Intel still managed to launch the first 14/16nm FPGAs with integrated HBM, integrated Arm cores and even PCIe 4.0.\n6. Regaining process leadership (process technology decreasing in importance)\nAs discussed in the first point, having a process technology leadership only means something if the fabless foundry customer makes use of it. In the case of AMD, it explicitly does not, as it will launch a “Zen3+” refresh in 2022, instead of 5nm Zen 4, in laptops at least.\nFurthermore, combining this with the outsourcing rumors, and Intel may actually return to process leadership, as instead Intel may launch 3nm CPUs in 2023, leapfrogging AMD’s 5nm ones. In fact, it seems highly unlikely that AMD will launch any 3nm CPUs in2023 at all, as for example indicated by the Strix Point rumor for 2024.\nAs Bob Swan said in anearly 2021 interview, it would only adopt foundries if it got preferential treatment. Hence, AMD bulls may have underestimated Intel’s position as world’s largest semiconductor company when they perhaps assumed TSMC would be dismissive of Intel’s potential multi-billion wafer orders.\nThe larger point, though, is that Moore’s Law is likely to decrease in importance. For example, TSMC’s 3nm will deliver a real-world shrink of about 1.5x at a relatively slow 2.5 year cadence. This shows Moore’s Law is slowing down. So, even if TSMC continues to have a leadership position, it is unlikely it will have enormous advantage. Pat Gelsinger, for its part, claimed that Intel is already back on track for leadership anyway.\nAdditionally, there are many advances beyond the base process technology, such as chiplets and even 3D stacking. If anything, Intel is actually ahead with those technologies.\nCrunching the numbers\nThe proof is in the pudding. Intel took back share from AMD for the first time in three years, in Q4'20. This comprehensive article covers the details:Intel Claws Back Desktop PC and Notebook Market Share From AMD, First Time in Three Years. Following article contains somemore recent numbers.\nThis seems to prove exactly the point of this article: Intel has more or less stopped AMD's momentum with the ramp of its 10nm products. AMD's market share in data centers is still well below 10% (estimated at ~$0.5B quarterly revenue), and if the PC numbers are any indication, AMD's momentum might slow there as well with Intel's 10nm data center CPUs.\nHow Intel could leapfrog AMD in 2023\nBy 2023, with Meteor Lake Intel will have a \"breakthrough\" (as Intel called it) CPU architecture that might leapfrog AMD, perhaps reaching Intel's goal of \"unquestioned leadership\". Built on TSMC's 3nm and its own 7nm, it will be about half node to a full node ahead of AMD's 5nm portfolio.\nIn other words, from being a year behind in 2019, Intel could actually be a year ahead in 2023.\nOfficially, Pat Gelsinger has promised investors only such a leadership by 2024-2025, so if Intel reaches an unmatched leadership position faster (largely because of slow execution by AMD, offsetting Intel's 7nm delays as described), that would obviously be quite bullish.\nIn reality, though, it will likely take Intel varying amounts of time to obtain leadership in different categories. For example, as described Alder Lake may already deliver unquestioned leadership in laptops later this year.\nRisks\nIn laptops, Intel's main risk is its product cadence. While according to Pat, Intel has made tremendous progress on 7nm since mid-2020, Meteor Lake has been delayed from late 2022 to somewhere in 2023. Additionally, the 2024 AMD Strix Point product does pose a clear response to Intel's hybrid designs by combining both its Atom and Core architectures, which I called an unmatched capability.\nIn desktops, many enthusiasts have taken a stance of waiting for Intel to prove that such a hybrid design also works in this segment. While Zen 4 seems to launch later than many had expected, it also remains unclear how Intel will respond to further core count increases by AMD: will Intel scale only the number of big cores, only the Atom cores, or both?\nIn the data center and high-end desktop, the main issue remains Intel's ability (or willingness) to compete on core count. Even if Intel is already competitive (in some areas) with a lower core count, some Arm competitors are already talking about triple digit core counts.\nIn FPGAs, despite Intel's vastly improved position in the last few years, this isn't showing in this group's financial and market share. Additionally, both Intel and Xilinx also have a bit of a different strategy, as Xilinx, for example, prefers to call its 7nm FPGAs \"ACAPs\", referring to their various integrated accelerators for things such as 5G.\nLastly, in process technology, despite Intel's \"full embrace of EUV\", the track record of execution remains on TSMC's side. Additionally, given ASML's (ASML)supply constraints, some have remarked that Intel might not be able to obtain enough tools to ramp 7nm. However, there is no real evidence (such as indications by either ASML or Intel management) that there are any such concerns.\nInvestment thesis revisited\nThis article is in part an indirect response to thethesis of another SA contributor, who claimed that Intel, instead,is finished. For example, the author notes that Intel is releasing 10nm chips, compared to AMD’s 7nm and Apple’s 5nm, and hence Intel would be behind. In doing so, the authorfalls in the nanometer marketing games trap, as Intel’s 10nm process is objectively actually (slightly) superior to TSMC’s 7nm. One should be cautious of investment theses based solely on the name of the process technology (“7nm”, “5nm”, etc.), as those names are incomparable across foundries.\nI also differ with regards to the author’s analysis of Intel’s outsourcing strategy. Intel has only said that its 7nm node has encountered issues. Nothing is known about Intel’s 5nm. Hence, outsourcing could be an effective strategy to address the delays in one generation, investing instead more heavily in the next generation.\nInvestor takeaway\nAMD, to me, looks finished. Specifically, the bear thesis of Intel losing loads of market share to AMD by the latter profiting from Intel’s 10nm delays, is finished. In fact, Intel even took some share back since Q4'20.\nGoing forward, while AMD certainly will continue to be competitive, I do not foresee AMD to ever again attain such a meaningful tech advantage that would act as a catalyst for broad adoption of AMD, like what had been the case when AMD moved to 7nm, while Intel had to continue to rely on 14nm. I showed this in six areas:\n\nIn laptops, Tiger Lake is already the overall superior overall platform when considering graphics and integrated Wi-Fi 6. Going forward, with Alder Lake, Intel will deliver an unmatched capability with its Hybrid Technology, also catching up on (or even surpassing in) core count and hence likely multi-threaded performance. Meanwhile, AMD won’t move to 5nm until 2023, when Intel may actually leverage TSMC’s 3nm besides its 7nm.\nIntel is also re-investing in the desktop, with Alder Lake, significantly improving competitiveness. Since the desktop remains AMD’s flagship platform, AMD will likely continue to have the upper hand, though.\nIntel is also re-entering the high-end desktop segment with Sapphire Rapids-X, skipping a hypothetical Ice Lake-X.\nIntel frankly is lucky that AMD hasn’t managed to take more market share in the data center. However, going forward with Sapphire Rapids and beyond, Intel will catch up: the performance crown will likely change sides with various product introductions. But that is the point: enterprises likely aren’t going to switch vendors with each new CPU release. Hence, just being competitive with an annual roadmap should suffice to largely stop the threat of severe market share losses. That is what Intel will deliver.\nGoing into the acquisition half a decade ago, Intel-Altera was one year behind to the 16/14nm generation. However, Intel caught up and achieved parity (or even leadership) at the 10/7nm generation.\nThe general outlook is that, going forward, process technology will matter less as Moore’s Law is slowing, and Intel and the industry is moving towards outsourcing, chiplets and even 3D stacking. More specifically, AMD is failing to transition to 5nm timely, making Intel's 7nm delays less relevant.\n\nIn short, AMD’s golden age started with the (coincidental) confluence of the launch of its Zen architecture and Intel’s multi-year 10nm delays. However, with 10nm now ramping, Intel is quickly regaining competitiveness. Furthermore, Intel’s willingness to leverage TSCM’s most leading edge processes, such as 3nm, even before AMD adopts those, further strengthens the point.\nBottom line\nWith that, the bearish thesis of Intel losing loads of market share to AMD, to prevent Intel from capitalizing on its many growth opportunities from cloud to 5G and IoT, is arguably definitely finished. However, Intel is still largely valued as if does not have these growth prospects. Hence, if the Street would reconsider this valuation, there may be upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379671128,"gmtCreate":1618735431264,"gmtModify":1704714465563,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Buy more","listText":"Buy more","text":"Buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/379671128","repostId":"1159260950","repostType":4,"repost":{"id":"1159260950","pubTimestamp":1618588467,"share":"https://ttm.financial/m/news/1159260950?lang=&edition=fundamental","pubTime":"2021-04-16 23:54","market":"us","language":"en","title":"Pinterest sees worst drop in weeks as Cleveland hints at weak end to quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1159260950","media":"seekingalpha","summary":"(April 16) Pinterest is 8% lower in the stock's worst one-day decline in weeks, alongside some inkli","content":"<p>(April 16)&nbsp;Pinterest&nbsp;is&nbsp;8% lower&nbsp;in the stock's worst one-day decline in weeks, alongside some inklings that the quarter mayhave fizzed at bit toward the end.</p>\n<p><img src=\"https://static.tigerbbs.com/be61973b0714100964496b1b07cf4510\" tg-width=\"708\" tg-height=\"500\"></p>\n<p>Cleveland Research says Q1 looks like it ended softer than mid-quarter expectations would indicate, and some agencies/partners noting a deceleration from Q4 levels.</p>\n<p>And some omni-channel retailers are seeing Pinterest spending decelerating. That come amid chatter that Pinterest is not as good at campaign optimization as Snap, or growing as fast as Snap (SNAP&nbsp;-2.9%).</p>\n<p>But agencies are still optimistic on long-term Pinterest prospects, and expect the company could benefit from the ongoing shifts around privacy and device IDs.</p>\n<p>Recently, Evercore ISI praised Pinterest as alikely winner of a permanent pull-forward of ad budgets online, calling it \"one of the best social commerce plays.\"</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pinterest sees worst drop in weeks as Cleveland hints at weak end to quarter</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\">\nPinterest sees worst drop in weeks as Cleveland hints at weak end to quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 23:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3682625-pinterest-sees-worst-drop-in-weeks-as-cleveland-hints-at-weak-end-to-quarter><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(April 16) Pinterest is 8% lower in the stock's worst one-day decline in weeks, alongside some inklings that the quarter mayhave fizzed at bit toward the end.\n\nCleveland Research says Q1 looks like it...</p>\n\n<a href=\"https://seekingalpha.com/news/3682625-pinterest-sees-worst-drop-in-weeks-as-cleveland-hints-at-weak-end-to-quarter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINS":"Pinterest, Inc."},"source_url":"https://seekingalpha.com/news/3682625-pinterest-sees-worst-drop-in-weeks-as-cleveland-hints-at-weak-end-to-quarter","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1159260950","content_text":"(April 16) Pinterest is 8% lower in the stock's worst one-day decline in weeks, alongside some inklings that the quarter mayhave fizzed at bit toward the end.\n\nCleveland Research says Q1 looks like it ended softer than mid-quarter expectations would indicate, and some agencies/partners noting a deceleration from Q4 levels.\nAnd some omni-channel retailers are seeing Pinterest spending decelerating. That come amid chatter that Pinterest is not as good at campaign optimization as Snap, or growing as fast as Snap (SNAP -2.9%).\nBut agencies are still optimistic on long-term Pinterest prospects, and expect the company could benefit from the ongoing shifts around privacy and device IDs.\nRecently, Evercore ISI praised Pinterest as alikely winner of a permanent pull-forward of ad budgets online, calling it \"one of the best social commerce plays.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345412087,"gmtCreate":1618329161949,"gmtModify":1704709317361,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":";)","listText":";)","text":";)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/345412087","repostId":"1132245191","repostType":4,"repost":{"id":"1132245191","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1618328738,"share":"https://ttm.financial/m/news/1132245191?lang=&edition=fundamental","pubTime":"2021-04-13 23:45","market":"us","language":"en","title":"Who Wants To Own The 2 Hottest SPAC Domains, SPAC.com And SPACs.com?","url":"https://stock-news.laohu8.com/highlight/detail?id=1132245191","media":"Benzinga","summary":"The Gist: If you’ve been following the markets in 2021, you surely have heard of SPACs.Well, today, ","content":"<p><b>The Gist:</b>&nbsp;If you’ve been following the markets in 2021, you surely have heard of SPACs.</p><p>Well, today, in my column, I have a whopper for you. Here’s your chance to own the metaphorical Boardwalk or Park Place of Spac domain world.</p><p><b>What Are SPACs:</b>&nbsp;In 2020, special purpose acquisition companies, or SPACs, accounted for nearly 50% of the IPO market.</p><p>The reason why? SPACs make the go-public process more seamless and timely. The entity raises capital, through a public offering, and later uses it to fund acquisitions. Investors enjoy limited downside; if funds are not used in an acquisition, proceeds are returned.</p><p>Andrew Miller, a domain name entrepreneur, is looking to capitalize on go-public trends with the listing of two web addresses,SPAC.comandSPACs.com, for sale.</p><p><b>What Happened:</b>&nbsp;Miller, known for foundingCreditCards.comandInsuranceQuotes.com, is an active advisor and shareholder in Thrasio and president at ATM Holdings.</p><p>In 2021, Miller oversaw the acquisition of one of the most valuable domain names on the Internet,Home.com, for Fairway Independent Mortgage. The entrepreneur also worked withCMCSA 0.85%NBC Universal over the acquisition ofBetcast.com.</p><p>“The SPAC initiative is disrupting the way very successful companies, like DraftKings, go public, and a SPAC may very well supersede IPO as the branded word for going public,” Miller told Benzinga.</p><p>“These domains position the new owner to immediately be the authoritative, most credible market leader,” he said in a discussion on brands owning easy-to-remember domains. “Domains are the original non-fungible tokens or NFTs, and the market strength is being driven daily by Fortune 500, venture, and private equity businesses.”</p><p><b>Why It Matters:</b>&nbsp;In light of emerging trends in finance, such as the decision by more businesses to go public via the SPAC route, or consumers and producers assigning and transferring value using new concepts like NFTs, or tokens that represent digital certificates of ownership, it pays to participate in the buying and selling of domains.</p><p>For instance, in 2020,<b>MicroStrategy Incorporated</b>MSTR 9.08%soldVoice.comfor $30 million. Also of importance — brands likeBAC 1.25%ownsLoans.com, Fidelity ownsFunds.com, whileAMZN 1.41%acquiredPodcast.comandStreaming.com. Of course,Booking.comHotels.com</p><p>“Hear it once, remember it forever,” Miller told Benzinga.</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>Who Wants To Own The 2 Hottest SPAC Domains, SPAC.com And SPACs.com?</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\">\nWho Wants To Own The 2 Hottest SPAC Domains, SPAC.com And SPACs.com?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-04-13 23:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>The Gist:</b>&nbsp;If you’ve been following the markets in 2021, you surely have heard of SPACs.</p><p>Well, today, in my column, I have a whopper for you. Here’s your chance to own the metaphorical Boardwalk or Park Place of Spac domain world.</p><p><b>What Are SPACs:</b>&nbsp;In 2020, special purpose acquisition companies, or SPACs, accounted for nearly 50% of the IPO market.</p><p>The reason why? SPACs make the go-public process more seamless and timely. The entity raises capital, through a public offering, and later uses it to fund acquisitions. Investors enjoy limited downside; if funds are not used in an acquisition, proceeds are returned.</p><p>Andrew Miller, a domain name entrepreneur, is looking to capitalize on go-public trends with the listing of two web addresses,SPAC.comandSPACs.com, for sale.</p><p><b>What Happened:</b>&nbsp;Miller, known for foundingCreditCards.comandInsuranceQuotes.com, is an active advisor and shareholder in Thrasio and president at ATM Holdings.</p><p>In 2021, Miller oversaw the acquisition of one of the most valuable domain names on the Internet,Home.com, for Fairway Independent Mortgage. The entrepreneur also worked withCMCSA 0.85%NBC Universal over the acquisition ofBetcast.com.</p><p>“The SPAC initiative is disrupting the way very successful companies, like DraftKings, go public, and a SPAC may very well supersede IPO as the branded word for going public,” Miller told Benzinga.</p><p>“These domains position the new owner to immediately be the authoritative, most credible market leader,” he said in a discussion on brands owning easy-to-remember domains. “Domains are the original non-fungible tokens or NFTs, and the market strength is being driven daily by Fortune 500, venture, and private equity businesses.”</p><p><b>Why It Matters:</b>&nbsp;In light of emerging trends in finance, such as the decision by more businesses to go public via the SPAC route, or consumers and producers assigning and transferring value using new concepts like NFTs, or tokens that represent digital certificates of ownership, it pays to participate in the buying and selling of domains.</p><p>For instance, in 2020,<b>MicroStrategy Incorporated</b>MSTR 9.08%soldVoice.comfor $30 million. Also of importance — brands likeBAC 1.25%ownsLoans.com, Fidelity ownsFunds.com, whileAMZN 1.41%acquiredPodcast.comandStreaming.com. Of course,Booking.comHotels.com</p><p>“Hear it once, remember it forever,” Miller told Benzinga.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132245191","content_text":"The Gist: If you’ve been following the markets in 2021, you surely have heard of SPACs.Well, today, in my column, I have a whopper for you. Here’s your chance to own the metaphorical Boardwalk or Park Place of Spac domain world.What Are SPACs: In 2020, special purpose acquisition companies, or SPACs, accounted for nearly 50% of the IPO market.The reason why? SPACs make the go-public process more seamless and timely. The entity raises capital, through a public offering, and later uses it to fund acquisitions. Investors enjoy limited downside; if funds are not used in an acquisition, proceeds are returned.Andrew Miller, a domain name entrepreneur, is looking to capitalize on go-public trends with the listing of two web addresses,SPAC.comandSPACs.com, for sale.What Happened: Miller, known for foundingCreditCards.comandInsuranceQuotes.com, is an active advisor and shareholder in Thrasio and president at ATM Holdings.In 2021, Miller oversaw the acquisition of one of the most valuable domain names on the Internet,Home.com, for Fairway Independent Mortgage. The entrepreneur also worked withCMCSA 0.85%NBC Universal over the acquisition ofBetcast.com.“The SPAC initiative is disrupting the way very successful companies, like DraftKings, go public, and a SPAC may very well supersede IPO as the branded word for going public,” Miller told Benzinga.“These domains position the new owner to immediately be the authoritative, most credible market leader,” he said in a discussion on brands owning easy-to-remember domains. “Domains are the original non-fungible tokens or NFTs, and the market strength is being driven daily by Fortune 500, venture, and private equity businesses.”Why It Matters: In light of emerging trends in finance, such as the decision by more businesses to go public via the SPAC route, or consumers and producers assigning and transferring value using new concepts like NFTs, or tokens that represent digital certificates of ownership, it pays to participate in the buying and selling of domains.For instance, in 2020,MicroStrategy IncorporatedMSTR 9.08%soldVoice.comfor $30 million. Also of importance — brands likeBAC 1.25%ownsLoans.com, Fidelity ownsFunds.com, whileAMZN 1.41%acquiredPodcast.comandStreaming.com. Of course,Booking.comHotels.com“Hear it once, remember it forever,” Miller told Benzinga.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572496817285200","authorId":"3572496817285200","name":"terry89","avatar":"https://static.tigerbbs.com/a8f3d3a49b2f88f3d66f162d57b571e1","crmLevel":2,"crmLevelSwitch":0,"idStr":"3572496817285200","authorIdStr":"3572496817285200"},"content":"comment on comment","text":"comment on comment","html":"comment on comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352189720,"gmtCreate":1616907040160,"gmtModify":1704799888319,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/352189720","repostId":"1119843211","repostType":4,"repost":{"id":"1119843211","pubTimestamp":1616770039,"share":"https://ttm.financial/m/news/1119843211?lang=&edition=fundamental","pubTime":"2021-03-26 22:47","market":"us","language":"en","title":"‘Bitcoin could be next domino to fall as investors rush to book profit,’ says technical analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1119843211","media":"MarketWatch","summary":"Bitcoin prices were under pressure on Thursday, and the world’s No. 1 crypto could see further bearish pain in the near term if stocks continue to buckle, according to an analyst.At last check, bitcoin was changing hands at $51.743 on CoinDesk, with the asset briefly touching a low at $50,458.10 over the past 24 hours and trading around its lowest point in over two weeks.“If so, this could be further bad news for Bitcoin. The crypto has been correlating positively with risk assets over the past ","content":"<p>Bitcoin prices were under pressure on Thursday, and the world’s No. 1 crypto could see further bearish pain in the near term if stocks continue to buckle, according to an analyst.</p><p>At last check, bitcoin&nbsp;was changing hands at $51.743 on CoinDesk, with the asset briefly touching a low at $50,458.10 over the past 24 hours and trading around its lowest point in over two weeks.</p><p>Values for the crypto are off more than 11% so far this week, FactSet data show.</p><p><img src=\"https://static.tigerbbs.com/2f433365c95d3e6845d8275eea88bafc\" tg-width=\"947\" tg-height=\"654\" referrerpolicy=\"no-referrer\"></p><p>And at least one analyst fears that the crypto asset could come under pressure as a host of speculative assets have been coming under steady selling pressure so far this week. Bitcoin is often perceived as being uncorrelated with stocks and other assets but it has lately been moving in tandem with selloffs in crude-oil futures, and stocks, with declines in so-called risk assets coming as the U.S. dollar has gained some traction higher.</p><p>For that reason, Fawad&nbsp;Razaqzada, market analyst at ThinkMarkets, in a Thursday note cautioned investors to watch out for more pressure on bitcoin that could take it beneath $50,000.</p><p>“Judging by recent events, traders seem happy to be selling into the rallies rather than buying the dip. So, don’t be surprised if we see renewed weakness in the markets later on in the session,” he wrote.</p><p>“If so, this could be further bad news for Bitcoin. The crypto has been correlating positively with risk assets over the past year and if that relationship remains strong then the digital currency could follow risk assets lower,” he added.</p><p>“Even if a proper sell-off does not materialise for stocks and other risk assets today, Bitcoin traders need to proceed with caution because in recent days we have been getting more and more signs that the appetite for risk is slowly fading away across the financial markets,” he added.</p>","source":"market_watch","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>‘Bitcoin could be next domino to fall as investors rush to book profit,’ says technical analyst</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\">\n‘Bitcoin could be next domino to fall as investors rush to book profit,’ says technical analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 22:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/bitcoin-could-be-next-domino-to-fall-as-investors-rush-to-book-profit-says-technical-analyst-11616701631?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bitcoin prices were under pressure on Thursday, and the world’s No. 1 crypto could see further bearish pain in the near term if stocks continue to buckle, according to an analyst.At last check, ...</p>\n\n<a href=\"https://www.marketwatch.com/story/bitcoin-could-be-next-domino-to-fall-as-investors-rush-to-book-profit-says-technical-analyst-11616701631?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":{"PYPL":"PayPal","SQ":"Block","TSLA":"特斯拉","GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://www.marketwatch.com/story/bitcoin-could-be-next-domino-to-fall-as-investors-rush-to-book-profit-says-technical-analyst-11616701631?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1119843211","content_text":"Bitcoin prices were under pressure on Thursday, and the world’s No. 1 crypto could see further bearish pain in the near term if stocks continue to buckle, according to an analyst.At last check, bitcoin was changing hands at $51.743 on CoinDesk, with the asset briefly touching a low at $50,458.10 over the past 24 hours and trading around its lowest point in over two weeks.Values for the crypto are off more than 11% so far this week, FactSet data show.And at least one analyst fears that the crypto asset could come under pressure as a host of speculative assets have been coming under steady selling pressure so far this week. Bitcoin is often perceived as being uncorrelated with stocks and other assets but it has lately been moving in tandem with selloffs in crude-oil futures, and stocks, with declines in so-called risk assets coming as the U.S. dollar has gained some traction higher.For that reason, Fawad Razaqzada, market analyst at ThinkMarkets, in a Thursday note cautioned investors to watch out for more pressure on bitcoin that could take it beneath $50,000.“Judging by recent events, traders seem happy to be selling into the rallies rather than buying the dip. So, don’t be surprised if we see renewed weakness in the markets later on in the session,” he wrote.“If so, this could be further bad news for Bitcoin. The crypto has been correlating positively with risk assets over the past year and if that relationship remains strong then the digital currency could follow risk assets lower,” he added.“Even if a proper sell-off does not materialise for stocks and other risk assets today, Bitcoin traders need to proceed with caution because in recent days we have been getting more and more signs that the appetite for risk is slowly fading away across the financial markets,” he added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320235469,"gmtCreate":1615111741951,"gmtModify":1704778728458,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Next week will be great!","listText":"Next week will be great!","text":"Next week will be great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/320235469","repostId":"1116017255","repostType":4,"repost":{"id":"1116017255","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614954925,"share":"https://ttm.financial/m/news/1116017255?lang=&edition=fundamental","pubTime":"2021-03-05 22:35","market":"us","language":"en","title":"U.S. Stocks open up, as strong jobs report boosts reopening optimism","url":"https://stock-news.laohu8.com/highlight/detail?id=1116017255","media":"老虎资讯综合","summary":"(March 5) Stocks were set to rebound after a stronger-than-expected jobs report boosted optimism abo","content":"<p>(March 5)&nbsp;Stocks were set to rebound after a stronger-than-expected jobs report boosted optimism about a faster economic reopening.</p><p>The Dow up 0.93%, the S&amp;P 500 rose 1.05%, and the Nasdaq Composite jumped 1.13%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5a0f3bfa9164920f4899e3f22741e69\" tg-width=\"1242\" tg-height=\"572\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 09:30</span></p><p>The U.S. 10-year Treasury yield popped above 1.6% after the February jobs report. The Labor Department on Fridayreportedthat nonfarm payrolls jumped by 379,000 for the month and the unemployment rate fell to 6.2%. That compared to expectations of 210,000 new jobs and the unemployment rate to hold steady from the 6.3% rate in January, according to Dow Jones.</p><p>As rates jumped, tech shares with high valuations got hit again in the premarket, continuing the pattern this week. Tesla and Peloton shares fell declined.</p><p>The move in futures followed a sharp sell-off on Thursday triggered by Federal Reserve Chair Jerome Powell’s remarks on rising bond yields. The Fed chair said the recent runup caught his attention but he didn’t give any indication of how the central bank would rein it in. Some investors had expected Powell to signal his willingness to adjust the Fed’s asset purchase program.</p><p>The economic reopening could&nbsp;“create some upward pressure on prices,” Powell said in a Wall Street Journal webinar Thursday. Even if the economy sees “transitory increases in inflation … I expect that we will be patient,” he added.</p><p>“Equity investors, in our conversations, are really grappling with two things they may not have had to deal with for the last 10 years,” said Tom Lee, Fundstrat’s co-founder head of research. “One is the potential for inflation to actually have to be priced into equities. I think there’s a lot of confusion.”</p><p>“Then it’s a bond market that seems to be testing the Fed, which kind of scares people,” added Lee, who believes the sell-off this week is a buying opportunity.</p><p>Tech stocks led the market decline Thursday, especially those with high valuations and small or no profitability. The Nasdaq Composite dropped 2.1% Thursday, bringing its losses this week to 3.6%. The tech-heavy benchmark also turned negative for the year and fell into correction territory, or down 10% from a recent high, on an intraday basis.</p><p>Tesla shares were off their lows in Friday premarket trading but still down 0.3%.</p><p>The S&amp;P 500 and the Dow both fell more than 1% Thursday, headed for a losing week. Energy outperformed with a 2.5% gain in the previous session amid a jump in oil prices.</p><p>“Rates soared once again, which opened the door for more selling of technology stocks,” said Ryan Detrick, chief market strategist at LPL Financial. “The bright side is the economy continues to improve and leadership from financials and energy is something that suggests this isn’t a sell everything moment.”</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>U.S. Stocks open up, as strong jobs report boosts reopening optimism</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 open up, as strong jobs report boosts reopening optimism\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-05 22:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(March 5)&nbsp;Stocks were set to rebound after a stronger-than-expected jobs report boosted optimism about a faster economic reopening.</p><p>The Dow up 0.93%, the S&amp;P 500 rose 1.05%, and the Nasdaq Composite jumped 1.13%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5a0f3bfa9164920f4899e3f22741e69\" tg-width=\"1242\" tg-height=\"572\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 09:30</span></p><p>The U.S. 10-year Treasury yield popped above 1.6% after the February jobs report. The Labor Department on Fridayreportedthat nonfarm payrolls jumped by 379,000 for the month and the unemployment rate fell to 6.2%. That compared to expectations of 210,000 new jobs and the unemployment rate to hold steady from the 6.3% rate in January, according to Dow Jones.</p><p>As rates jumped, tech shares with high valuations got hit again in the premarket, continuing the pattern this week. Tesla and Peloton shares fell declined.</p><p>The move in futures followed a sharp sell-off on Thursday triggered by Federal Reserve Chair Jerome Powell’s remarks on rising bond yields. The Fed chair said the recent runup caught his attention but he didn’t give any indication of how the central bank would rein it in. Some investors had expected Powell to signal his willingness to adjust the Fed’s asset purchase program.</p><p>The economic reopening could&nbsp;“create some upward pressure on prices,” Powell said in a Wall Street Journal webinar Thursday. Even if the economy sees “transitory increases in inflation … I expect that we will be patient,” he added.</p><p>“Equity investors, in our conversations, are really grappling with two things they may not have had to deal with for the last 10 years,” said Tom Lee, Fundstrat’s co-founder head of research. “One is the potential for inflation to actually have to be priced into equities. I think there’s a lot of confusion.”</p><p>“Then it’s a bond market that seems to be testing the Fed, which kind of scares people,” added Lee, who believes the sell-off this week is a buying opportunity.</p><p>Tech stocks led the market decline Thursday, especially those with high valuations and small or no profitability. The Nasdaq Composite dropped 2.1% Thursday, bringing its losses this week to 3.6%. The tech-heavy benchmark also turned negative for the year and fell into correction territory, or down 10% from a recent high, on an intraday basis.</p><p>Tesla shares were off their lows in Friday premarket trading but still down 0.3%.</p><p>The S&amp;P 500 and the Dow both fell more than 1% Thursday, headed for a losing week. Energy outperformed with a 2.5% gain in the previous session amid a jump in oil prices.</p><p>“Rates soared once again, which opened the door for more selling of technology stocks,” said Ryan Detrick, chief market strategist at LPL Financial. “The bright side is the economy continues to improve and leadership from financials and energy is something that suggests this isn’t a sell everything moment.”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116017255","content_text":"(March 5) Stocks were set to rebound after a stronger-than-expected jobs report boosted optimism about a faster economic reopening.The Dow up 0.93%, the S&P 500 rose 1.05%, and the Nasdaq Composite jumped 1.13%.*Source From Tiger Trade, EST 09:30The U.S. 10-year Treasury yield popped above 1.6% after the February jobs report. The Labor Department on Fridayreportedthat nonfarm payrolls jumped by 379,000 for the month and the unemployment rate fell to 6.2%. That compared to expectations of 210,000 new jobs and the unemployment rate to hold steady from the 6.3% rate in January, according to Dow Jones.As rates jumped, tech shares with high valuations got hit again in the premarket, continuing the pattern this week. Tesla and Peloton shares fell declined.The move in futures followed a sharp sell-off on Thursday triggered by Federal Reserve Chair Jerome Powell’s remarks on rising bond yields. The Fed chair said the recent runup caught his attention but he didn’t give any indication of how the central bank would rein it in. Some investors had expected Powell to signal his willingness to adjust the Fed’s asset purchase program.The economic reopening could “create some upward pressure on prices,” Powell said in a Wall Street Journal webinar Thursday. Even if the economy sees “transitory increases in inflation … I expect that we will be patient,” he added.“Equity investors, in our conversations, are really grappling with two things they may not have had to deal with for the last 10 years,” said Tom Lee, Fundstrat’s co-founder head of research. “One is the potential for inflation to actually have to be priced into equities. I think there’s a lot of confusion.”“Then it’s a bond market that seems to be testing the Fed, which kind of scares people,” added Lee, who believes the sell-off this week is a buying opportunity.Tech stocks led the market decline Thursday, especially those with high valuations and small or no profitability. The Nasdaq Composite dropped 2.1% Thursday, bringing its losses this week to 3.6%. The tech-heavy benchmark also turned negative for the year and fell into correction territory, or down 10% from a recent high, on an intraday basis.Tesla shares were off their lows in Friday premarket trading but still down 0.3%.The S&P 500 and the Dow both fell more than 1% Thursday, headed for a losing week. Energy outperformed with a 2.5% gain in the previous session amid a jump in oil prices.“Rates soared once again, which opened the door for more selling of technology stocks,” said Ryan Detrick, chief market strategist at LPL Financial. “The bright side is the economy continues to improve and leadership from financials and energy is something that suggests this isn’t a sell everything moment.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137472630,"gmtCreate":1622384344520,"gmtModify":1704183700038,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/137472630","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://ttm.financial/m/news/2138948877?lang=&edition=fundamental","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</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 Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575437443107611","authorId":"3575437443107611","name":"MoneyCum","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3575437443107611","authorIdStr":"3575437443107611"},"content":"Like n comment. Thanks.","text":"Like n comment. Thanks.","html":"Like n comment. Thanks."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190944290,"gmtCreate":1620576137610,"gmtModify":1704345114829,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/190944290","repostId":"1193602237","repostType":4,"repost":{"id":"1193602237","pubTimestamp":1620471120,"share":"https://ttm.financial/m/news/1193602237?lang=&edition=fundamental","pubTime":"2021-05-08 18:52","market":"us","language":"en","title":"U.S. hiring takes big step back as businesses scramble for workers, raw materials","url":"https://stock-news.laohu8.com/highlight/detail?id=1193602237","media":"reuters","summary":"U.S. employers likely hired nearly a million workers in April as they rushed to meet a surge in dema","content":"<p>U.S. employers likely hired nearly a million workers in April as they rushed to meet a surge in demand, unleashed by the reopening of the economy amid rapidly improving public health and massive financial help from the government.</p><p>The Labor Department's closely watched employment report on Friday will be the first to show the impact of the White House's $1.9 trillion COVID-19 pandemic rescue package, which was approved in March. It is likely to show the economy entered the second quarter with even greater momentum, firmly putting it on track this year for its best performance in almost four decades.</p><p>\"We are looking for a pretty good figure, reflecting the ongoing reopening we have seen,\" said James Knightley, chief international economist at ING in New York. \"With cash in people's pockets, economic activity is looking good and that should lead to more and more hiring right across the economy.\"</p><p>According to a Reuters survey of economists, nonfarm payrolls likely increased by 978,000 jobs last month after rising by 916,000 in March. That would leave employment about 7.5 million jobs below its peak in February 2020.</p><p>Twelve months ago, the economy purged a record 20.679 million jobs as it reeled from mandatory closures of nonessential businesses to slow the first wave of COVID-19 infections.</p><p>April's payrolls estimates range from as low as 656,000 to as high as 2.1 million jobs. New claims for unemployment benefits have dropped below 500,000 for the first-time since the pandemic started and job cuts announced by U.S.-based employers in April were the lowest in nearly 21 years.</p><p>Also arguing for another month of blockbuster job growth, consumers' perceptions of the labor market are the strongest in 13 months. But the pent-up demand, which contributed to the economy's 6.4% annualized growth pace in the first quarter, the second-fastest since the third quarter of 2003, has triggered shortages of labor and raw materials.</p><p>From manufacturing to restaurants, employers are scrambling for workers. A range of factors, including parents still at home caring for children, coronavirus-related retirements and generous unemployment checks, are blamed for the labor shortages.</p><p>\"While we do not expect that lack of workers will weigh noticeably on April employment, rehiring could become more difficult in coming months before expanded unemployment benefits expire in September,\" said Veronica Clark, an economist at Citigroup in New York.</p><p>Payroll gains were likely led by the leisure and hospitality industry as more high-contact businesses such as restaurants, bars and amusement parks reopen. Americans over the age of 16 are now eligible to receive the COVID-19 vaccine, leading states like New York, New Jersey and Connecticut to lift most of their coronavirus capacity restrictions on businesses.</p><p>BROAD EMPLOYMENT GAINS</p><p>Solid gains were also expected in manufacturing, despite a global semiconductor chip shortage, which has forced motor vehicle manufacturers to cut production. Strong housing demand likely boosted construction payrolls.</p><p>Government employment is also expected to have picked up as school districts hired more teachers following the resumption of in-person learning in many states.</p><p>Robust hiring is unlikely to have an impact on President Joe Biden's plan to spend another $4 trillion on education and childcare, middle- and low-income families, infrastructure and jobs. Neither was it expected to influence monetary policy, with the Federal Reserve having signaled it is prepared to let the economy run hotter than it did in previous cycles.</p><p>Millions of Americans remain out of work and many have permanently lost jobs because of the pandemic.</p><p>\"Nobody knows what the economy is going to look like post COVID,\" said Steven Blitz, chief U.S. economist at TS Lombard in New York. \"There is a stubbornly high number of people who have been permanently displaced. The (spending) plans are about giving the economy a higher trajectory of growth so that these people can be hired sooner rather than later.\"</p><p>The unemployment rate is forecast dropping to 5.8% in April from 6.0% in March. The unemployment rate has been understated by people misclassifying themselves as being \"employed but absent from work.\"</p><p>To gauge the recovery, economists will focus on the number of people who have been unemployed for more than six months as well as those out of work because of permanent job losses.</p><p>The labor force participation rate, or the proportion of working-age Americans who have a job or are looking for one, likely improved last month, though it remained below its pre-pandemic level. More than 4 million people, many of them women, dropped out of the labor force during the pandemic.</p><p>With the lower-wage leisure and hospitality industry expected to dominate employment gains, average hourly earnings were likely unchanged in April after dipping 0.1% in March. That would lead to a 0.4% drop in wages on a year-on-year basis after a 4.2% increase in March.</p><p>\"We will be watching average hourly earnings very closely for signs that difficulty in hiring qualified workers is beginning to boost compensation,\" said David Kelly, chief global strategist at J.P. Morgan Asset Management in New York.</p><p>\"If tightening labor markets boost wage growth, then the inflation bounce which the Fed is anticipating to be modest and transitory could turn out to be stronger and longer-lasting, leading to earlier Fed tightening.\"</p><p>The anticipated drop in wages will have no impact on consumer spending, with Americans sitting on more than $2 trillion in excess savings. The average workweek was forecast steady at 34.9 hours.</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>U.S. hiring takes big step back as businesses scramble for workers, raw materials</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. hiring takes big step back as businesses scramble for workers, raw materials\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 18:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/markets><strong>reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. employers likely hired nearly a million workers in April as they rushed to meet a surge in demand, unleashed by the reopening of the economy amid rapidly improving public health and massive ...</p>\n\n<a href=\"https://www.reuters.com/markets\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.reuters.com/markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193602237","content_text":"U.S. employers likely hired nearly a million workers in April as they rushed to meet a surge in demand, unleashed by the reopening of the economy amid rapidly improving public health and massive financial help from the government.The Labor Department's closely watched employment report on Friday will be the first to show the impact of the White House's $1.9 trillion COVID-19 pandemic rescue package, which was approved in March. It is likely to show the economy entered the second quarter with even greater momentum, firmly putting it on track this year for its best performance in almost four decades.\"We are looking for a pretty good figure, reflecting the ongoing reopening we have seen,\" said James Knightley, chief international economist at ING in New York. \"With cash in people's pockets, economic activity is looking good and that should lead to more and more hiring right across the economy.\"According to a Reuters survey of economists, nonfarm payrolls likely increased by 978,000 jobs last month after rising by 916,000 in March. That would leave employment about 7.5 million jobs below its peak in February 2020.Twelve months ago, the economy purged a record 20.679 million jobs as it reeled from mandatory closures of nonessential businesses to slow the first wave of COVID-19 infections.April's payrolls estimates range from as low as 656,000 to as high as 2.1 million jobs. New claims for unemployment benefits have dropped below 500,000 for the first-time since the pandemic started and job cuts announced by U.S.-based employers in April were the lowest in nearly 21 years.Also arguing for another month of blockbuster job growth, consumers' perceptions of the labor market are the strongest in 13 months. But the pent-up demand, which contributed to the economy's 6.4% annualized growth pace in the first quarter, the second-fastest since the third quarter of 2003, has triggered shortages of labor and raw materials.From manufacturing to restaurants, employers are scrambling for workers. A range of factors, including parents still at home caring for children, coronavirus-related retirements and generous unemployment checks, are blamed for the labor shortages.\"While we do not expect that lack of workers will weigh noticeably on April employment, rehiring could become more difficult in coming months before expanded unemployment benefits expire in September,\" said Veronica Clark, an economist at Citigroup in New York.Payroll gains were likely led by the leisure and hospitality industry as more high-contact businesses such as restaurants, bars and amusement parks reopen. Americans over the age of 16 are now eligible to receive the COVID-19 vaccine, leading states like New York, New Jersey and Connecticut to lift most of their coronavirus capacity restrictions on businesses.BROAD EMPLOYMENT GAINSSolid gains were also expected in manufacturing, despite a global semiconductor chip shortage, which has forced motor vehicle manufacturers to cut production. Strong housing demand likely boosted construction payrolls.Government employment is also expected to have picked up as school districts hired more teachers following the resumption of in-person learning in many states.Robust hiring is unlikely to have an impact on President Joe Biden's plan to spend another $4 trillion on education and childcare, middle- and low-income families, infrastructure and jobs. Neither was it expected to influence monetary policy, with the Federal Reserve having signaled it is prepared to let the economy run hotter than it did in previous cycles.Millions of Americans remain out of work and many have permanently lost jobs because of the pandemic.\"Nobody knows what the economy is going to look like post COVID,\" said Steven Blitz, chief U.S. economist at TS Lombard in New York. \"There is a stubbornly high number of people who have been permanently displaced. The (spending) plans are about giving the economy a higher trajectory of growth so that these people can be hired sooner rather than later.\"The unemployment rate is forecast dropping to 5.8% in April from 6.0% in March. The unemployment rate has been understated by people misclassifying themselves as being \"employed but absent from work.\"To gauge the recovery, economists will focus on the number of people who have been unemployed for more than six months as well as those out of work because of permanent job losses.The labor force participation rate, or the proportion of working-age Americans who have a job or are looking for one, likely improved last month, though it remained below its pre-pandemic level. More than 4 million people, many of them women, dropped out of the labor force during the pandemic.With the lower-wage leisure and hospitality industry expected to dominate employment gains, average hourly earnings were likely unchanged in April after dipping 0.1% in March. That would lead to a 0.4% drop in wages on a year-on-year basis after a 4.2% increase in March.\"We will be watching average hourly earnings very closely for signs that difficulty in hiring qualified workers is beginning to boost compensation,\" said David Kelly, chief global strategist at J.P. Morgan Asset Management in New York.\"If tightening labor markets boost wage growth, then the inflation bounce which the Fed is anticipating to be modest and transitory could turn out to be stronger and longer-lasting, leading to earlier Fed tightening.\"The anticipated drop in wages will have no impact on consumer spending, with Americans sitting on more than $2 trillion in excess savings. The average workweek was forecast steady at 34.9 hours.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370720953,"gmtCreate":1618629145572,"gmtModify":1704713604172,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/370720953","repostId":"1179330583","repostType":4,"repost":{"id":"1179330583","pubTimestamp":1618588042,"share":"https://ttm.financial/m/news/1179330583?lang=&edition=fundamental","pubTime":"2021-04-16 23:47","market":"us","language":"en","title":"Airbnb CEO says company is going to need millions more hosts to meet surging demand","url":"https://stock-news.laohu8.com/highlight/detail?id=1179330583","media":"cnbc","summary":"KEY POINTS\n\nAirbnb is going to need millions of new hosts to meet incoming demand as travel picks up","content":"<div>\n<p>KEY POINTS\n\nAirbnb is going to need millions of new hosts to meet incoming demand as travel picks up again, CEO Brian Chesky told CNBC.\n\"To meet the demand over the coming years, we're going to need ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/16/airbnb-ceo-says-company-is-going-to-need-millions-more-hosts-to-meet-demand.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airbnb CEO says company is going to need millions more hosts to meet surging demand</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAirbnb CEO says company is going to need millions more hosts to meet surging demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 23:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/16/airbnb-ceo-says-company-is-going-to-need-millions-more-hosts-to-meet-demand.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nAirbnb is going to need millions of new hosts to meet incoming demand as travel picks up again, CEO Brian Chesky told CNBC.\n\"To meet the demand over the coming years, we're going to need ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/16/airbnb-ceo-says-company-is-going-to-need-millions-more-hosts-to-meet-demand.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.cnbc.com/2021/04/16/airbnb-ceo-says-company-is-going-to-need-millions-more-hosts-to-meet-demand.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1179330583","content_text":"KEY POINTS\n\nAirbnb is going to need millions of new hosts to meet incoming demand as travel picks up again, CEO Brian Chesky told CNBC.\n\"To meet the demand over the coming years, we're going to need millions more hosts,\" Chesky said in an interview that aired Friday on \"TechCheck.\"\nCurrently, the home-sharing platform has 4 million hosts.\n\nAirbnbis going to need millions of new hosts to meet incoming demand as travel picks up again, CEO Brian Chesky told CNBC.\n\"To meet the demand over the coming years, we're going to need millions more hosts,\" Chesky said in an interview that aired Friday on CNBC's \"TechCheck.\" Currently, the home-sharing platform has 4 million hosts.\n“I think that we probably will have a high cost problem where there will probably be more guests coming to Airbnb than we’ll have hosts for because what we think is we think there’s going to be a travel rebound coming that’s unlike anything we’ve ever seen,” Chesky added. “We are working our hardest to get more hosts on the platform.”\nThe travel industry is seeing an uptick in business as more Americans get vaccinated and state restrictions ease. But for Airbnb, which relies on people to open their homes to guests, the company will need to ramp up its number of hosts instead of building out more real estate or adding flights to meet demand.\nIt’s a similar problem faced by other companies in the gig economy likeUber, which recently announced a$250 million stimulusin an effort to bring more drivers to its platform.\n“As vaccination rates increase in the United States, we are observing that consumer demand for Mobility is recovering faster than driver availability, and consumer demand for Delivery continues to exceed courier availability,”Uber saidin a filing with the Securities and Exchange Commission.\nChesky said Airbnb isn’t likely to offer “a lot of incentives” to bring new hosts on board since there’s already a huge amount of demand for service.\n“I think that all we have to do is just continue to tell our story of Airbnb, and the benefits of hosting. And we are seeing a lot of interest,” he said.\nAs part of that, Chesky said the company has done things like launch its “made possible by hosts” ad campaign. The company rolled out a number of advertisements using photographs from Airbnb guests staying in homes around the world, in an effort to create a sense of nostalgia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326016085,"gmtCreate":1615563929047,"gmtModify":1704784694301,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Buy more!!!","listText":"Buy more!!!","text":"Buy more!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/326016085","repostId":"1192391495","repostType":4,"repost":{"id":"1192391495","pubTimestamp":1615555989,"share":"https://ttm.financial/m/news/1192391495?lang=&edition=fundamental","pubTime":"2021-03-12 21:33","market":"us","language":"en","title":"Apple Could Reach a $3 Trillion Market Valuation, Analysts Say","url":"https://stock-news.laohu8.com/highlight/detail?id=1192391495","media":"Bloomberg","summary":"Citi, Wedbush analysts both see Apple’s market cap increasing. Apple Inc.’s stock could reach a market capitalization of $3 trillion,analysts say, citing the development of the Apple Car as well as high expectations for the next iPhone.Wedbush analyst Daniel Ives, whose price target for Apple is a Street-high $175, also sees a $3 trillion valuation on the horizon. In a note on Wednesday, he called recent declines in the stock a “golden buying opportunity,” expecting the upcoming iPhone 13 to be ","content":"<ul>\n <li>Citi, Wedbush analysts both see Apple’s market cap increasing</li>\n <li>Apple shares would need to rise 47% to reach $3 trillion mark</li>\n</ul>\n<p>Apple Inc.’s stock could reach a market capitalization of $3 trillion,analysts say, citing the development of the Apple Car as well as high expectations for the next iPhone.</p>\n<p>Citigroup Inc. and Wedbush see potential for the tech giant to hit the milestone, an increase that implies an almost 50% surge from Thursday’s close. With amarket capof $2.05 trillion currently, Apple is already the most valuable stock in the world.</p>\n<p>Developing the Apple Car could boost the company’s sales by 10% to 15% after 2024, Citigroup Inc. analyst Jim Suva wrote in a note on Friday. By 2025, he expects the worldwide electric vehicles market to outgrow the combined market for smartphones, PCs, tablets and wearables.</p>\n<p>Wedbush analyst Daniel Ives, whose price target for Apple is a Street-high $175, also sees a $3 trillion valuation on the horizon. In a note on Wednesday, he called recent declines in the stock a “golden buying opportunity,” expecting the upcoming iPhone 13 to be a “game changer,” with supply chain data pointing to greater output rates than for the previous generation.</p>\n<p>Apple’s shares have slid around 15% since reaching a record high at the end of January amid a rotation out of high-flying tech stocks. They declined another 1.4% in U.S. premarket trading on Friday as worries over rising bond yields hit the tech sector more broadly.</p>\n<p><img src=\"https://static.tigerbbs.com/7bb714e60451f41ec39c97267e6a08f0\" tg-width=\"930\" tg-height=\"523\"></p>\n<p></p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Could Reach a $3 Trillion Market Valuation, Analysts Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Could Reach a $3 Trillion Market Valuation, Analysts Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-12 21:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://bloomberg.com/news/articles/2021-03-12/apple-could-reach-a-3-trillion-market-valuation-analysts-say?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Citi, Wedbush analysts both see Apple’s market cap increasing\nApple shares would need to rise 47% to reach $3 trillion mark\n\nApple Inc.’s stock could reach a market capitalization of $3 trillion,...</p>\n\n<a href=\"http://bloomberg.com/news/articles/2021-03-12/apple-could-reach-a-3-trillion-market-valuation-analysts-say?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"http://bloomberg.com/news/articles/2021-03-12/apple-could-reach-a-3-trillion-market-valuation-analysts-say?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192391495","content_text":"Citi, Wedbush analysts both see Apple’s market cap increasing\nApple shares would need to rise 47% to reach $3 trillion mark\n\nApple Inc.’s stock could reach a market capitalization of $3 trillion,analysts say, citing the development of the Apple Car as well as high expectations for the next iPhone.\nCitigroup Inc. and Wedbush see potential for the tech giant to hit the milestone, an increase that implies an almost 50% surge from Thursday’s close. With amarket capof $2.05 trillion currently, Apple is already the most valuable stock in the world.\nDeveloping the Apple Car could boost the company’s sales by 10% to 15% after 2024, Citigroup Inc. analyst Jim Suva wrote in a note on Friday. By 2025, he expects the worldwide electric vehicles market to outgrow the combined market for smartphones, PCs, tablets and wearables.\nWedbush analyst Daniel Ives, whose price target for Apple is a Street-high $175, also sees a $3 trillion valuation on the horizon. In a note on Wednesday, he called recent declines in the stock a “golden buying opportunity,” expecting the upcoming iPhone 13 to be a “game changer,” with supply chain data pointing to greater output rates than for the previous generation.\nApple’s shares have slid around 15% since reaching a record high at the end of January amid a rotation out of high-flying tech stocks. They declined another 1.4% in U.S. premarket trading on Friday as worries over rising bond yields hit the tech sector more broadly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321971182,"gmtCreate":1615391056546,"gmtModify":1704782190122,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Great!!!","listText":"Great!!!","text":"Great!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/321971182","repostId":"2118154672","repostType":4,"repost":{"id":"2118154672","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":1615390022,"share":"https://ttm.financial/m/news/2118154672?lang=&edition=fundamental","pubTime":"2021-03-10 23:27","market":"us","language":"en","title":"Reddit forums get behind Roblox ahead of stock launch","url":"https://stock-news.laohu8.com/highlight/detail?id=2118154672","media":"Reuters","summary":"Roblox Corp is set to join the ranks of the so-called \"meme stocks\" such as GameStop at the center o","content":"<p>Roblox Corp is set to join the ranks of the so-called \"meme stocks\" such as GameStop at the center of social media-fueled rallies that have gripped Wall Street when the gaming platform becomes a publicly traded company on Wednesday.</p>\n<p>The San Mateo, California-based gaming site, whose revenues surged last year as hundreds of millions of kids were marooned in their homes by coronavirus shutdowns, has spent months preparing for its stock market launch.</p>\n<p>Roblox is looking to capitalize on a red-hot market for new share issues, and has opted to go public through a direct listing meaning it has not sold any shares in advance of its market debut on Wednesday.</p>\n<p>Dozens of posts on social media platforms including Reddit suggest the company's shares will draw a wave of buying from the army of small-time investors who have shocked institutional investors with their ability this year to move shares in companies including GameStop, AMC Inc and BlackBerry.</p>\n<p>The New York Stock Exchange on Tuesday set a reference price of $45 for shares of the U.S. gaming platform, implying a market value for the company of around $30 billion.</p>\n<p>Roblox was founded in 2004 by David Baszucki and Erik Cassel, although its journey began in 1989 when Baszucki and Cassel programmed a 2D simulated physics lab that would later lay the groundwork for the company.</p>\n<p>Roblox has since grown into a community of more than eight million active developers who produce their own 3D multi-player games each month using the company's design tool.</p>\n<p>On an average 37.1 million people globally log on to Roblox daily to connect with friends, according to the company's filing, and play some of its most popular games such as \"Natural Disaster Survival\", \"Murder Mystery 2\", \"Jailbreak\" and \"Speed Run 4\".</p>\n<p>In 2020, people stuck at home during the COVID-19 pandemic fueled an 85% year-on-year jump in Roblox's daily active users to 32.6 million across more than 180 countries.</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>Reddit forums get behind Roblox ahead of stock launch</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\">\nReddit forums get behind Roblox ahead of stock launch\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\">2021-03-10 23:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Roblox Corp is set to join the ranks of the so-called \"meme stocks\" such as GameStop at the center of social media-fueled rallies that have gripped Wall Street when the gaming platform becomes a publicly traded company on Wednesday.</p>\n<p>The San Mateo, California-based gaming site, whose revenues surged last year as hundreds of millions of kids were marooned in their homes by coronavirus shutdowns, has spent months preparing for its stock market launch.</p>\n<p>Roblox is looking to capitalize on a red-hot market for new share issues, and has opted to go public through a direct listing meaning it has not sold any shares in advance of its market debut on Wednesday.</p>\n<p>Dozens of posts on social media platforms including Reddit suggest the company's shares will draw a wave of buying from the army of small-time investors who have shocked institutional investors with their ability this year to move shares in companies including GameStop, AMC Inc and BlackBerry.</p>\n<p>The New York Stock Exchange on Tuesday set a reference price of $45 for shares of the U.S. gaming platform, implying a market value for the company of around $30 billion.</p>\n<p>Roblox was founded in 2004 by David Baszucki and Erik Cassel, although its journey began in 1989 when Baszucki and Cassel programmed a 2D simulated physics lab that would later lay the groundwork for the company.</p>\n<p>Roblox has since grown into a community of more than eight million active developers who produce their own 3D multi-player games each month using the company's design tool.</p>\n<p>On an average 37.1 million people globally log on to Roblox daily to connect with friends, according to the company's filing, and play some of its most popular games such as \"Natural Disaster Survival\", \"Murder Mystery 2\", \"Jailbreak\" and \"Speed Run 4\".</p>\n<p>In 2020, people stuck at home during the COVID-19 pandemic fueled an 85% year-on-year jump in Roblox's daily active users to 32.6 million across more than 180 countries.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118154672","content_text":"Roblox Corp is set to join the ranks of the so-called \"meme stocks\" such as GameStop at the center of social media-fueled rallies that have gripped Wall Street when the gaming platform becomes a publicly traded company on Wednesday.\nThe San Mateo, California-based gaming site, whose revenues surged last year as hundreds of millions of kids were marooned in their homes by coronavirus shutdowns, has spent months preparing for its stock market launch.\nRoblox is looking to capitalize on a red-hot market for new share issues, and has opted to go public through a direct listing meaning it has not sold any shares in advance of its market debut on Wednesday.\nDozens of posts on social media platforms including Reddit suggest the company's shares will draw a wave of buying from the army of small-time investors who have shocked institutional investors with their ability this year to move shares in companies including GameStop, AMC Inc and BlackBerry.\nThe New York Stock Exchange on Tuesday set a reference price of $45 for shares of the U.S. gaming platform, implying a market value for the company of around $30 billion.\nRoblox was founded in 2004 by David Baszucki and Erik Cassel, although its journey began in 1989 when Baszucki and Cassel programmed a 2D simulated physics lab that would later lay the groundwork for the company.\nRoblox has since grown into a community of more than eight million active developers who produce their own 3D multi-player games each month using the company's design tool.\nOn an average 37.1 million people globally log on to Roblox daily to connect with friends, according to the company's filing, and play some of its most popular games such as \"Natural Disaster Survival\", \"Murder Mystery 2\", \"Jailbreak\" and \"Speed Run 4\".\nIn 2020, people stuck at home during the COVID-19 pandemic fueled an 85% year-on-year jump in Roblox's daily active users to 32.6 million across more than 180 countries.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110550598,"gmtCreate":1622471341714,"gmtModify":1704184886139,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow!","listText":"Wow!","text":"Wow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/110550598","repostId":"1196755944","repostType":4,"repost":{"id":"1196755944","pubTimestamp":1622469425,"share":"https://ttm.financial/m/news/1196755944?lang=&edition=fundamental","pubTime":"2021-05-31 21:57","market":"us","language":"en","title":"For DoorDash and Uber Eats, the Future Is Everything in About an Hour","url":"https://stock-news.laohu8.com/highlight/detail?id=1196755944","media":"The Wall Street Journal","summary":"Food-delivery apps want to bring you more than your next meal\nDoorDashInc.’s and Uber Eats’ ambition","content":"<p>Food-delivery apps want to bring you more than your next meal</p>\n<p>DoorDashInc.’s&nbsp;and Uber Eats’ ambitions are bigger than your lunch.</p>\n<p>They are after a whole new category of logistics and are increasingly billing their specialty not as food but as speed and convenience. Companies say that so-called next-hour commerce—which includes delivering everything from drugstore staples and alcohol to pet food on demand—is the prize that could sustain their growth and&nbsp;eventually help them turn a profit.</p>\n<p>“Amazon&nbsp;powers next-day delivery. We’re going to power next-hour commerce,” said Raj Beri,Uber Technologies&nbsp;Inc.’s&nbsp;global head of grocery and new verticals.</p>\n<p><img src=\"https://static.tigerbbs.com/15a23dee10b34286e92dd4a9de58de6e\" tg-width=\"430\" tg-height=\"687\"></p>\n<p>Food-delivery apps need to hang onto&nbsp;consumers they won during pandemic lockdowns. A wider range of items available on demand gives consumers more reasons to keep coming back to the apps and executives are betting they will stick around once they are accustomed to the convenience.</p>\n<p>Money-losing Uber and DoorDash are also betting that widening the range of services they offer will help boost their slim margins.</p>\n<p>Grocery and&nbsp;alcohol orders are typically more lucrative&nbsp;than food, bringing in higher revenue. Apps say they can lower&nbsp;their delivery costs&nbsp;by bundling groceries and other nonperishable goods with hot food, and drivers can handle multiple orders at a time without having to worry about orders getting cold.</p>\n<p>But some drivers say these new types of deliveries can be frustrating. Some retailers have in-store shoppers who pick and pack orders, but some don’t. In those cases Uber and DoorDash drivers say they are tasked both with ferrying orders and shopping for them.</p>\n<p>Randi Stokes, a San Diego-based delivery driver, recently picked up a food order from&nbsp;Del Taco Restaurants&nbsp;Inc.when DoorDash asked her to stop at a nearby CVS and shop for 10 items for a different customer.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92f320200d04baa19965b75afbf8e6d4\" tg-width=\"1260\" tg-height=\"840\"><span>Food-delivery apps need to hang onto consumers they won during pandemic lockdowns.</span></p>\n<p>“It was a store that I did not know, so I wasted so much time looking for stuff,” she said. Worried that the other customer’s food sitting in her car was getting cold, Ms. Stokes didn’t end up completing the order and wasn’t paid for the job. “I was pissed off. I walked out and delivered the hot order,” she said.</p>\n<p>Powering last-mile logistics for retailers and other businesses—where customers order directly on those businesses’ websites and Uber and DoorDash deliver them—is smoother because orders are waiting for drivers when they arrive.Macy’s&nbsp;Inc.&nbsp;and&nbsp;Petco Health and Wellness&nbsp;Co.&nbsp;started using DoorDash drivers to deliver their online orders during the health crisis.</p>\n<p>This also makes for a more profitable delivery compared with apps’ own deliveries, because delivery companies don’t spend on marketing or discounts to drive those orders—nor are they on the hook for refunding consumers when something goes wrong. Retailers like&nbsp;Walmart&nbsp;Inc.&nbsp;bring large order volumes, meaning apps can bundle several orders of nonperishable items and lower their delivery costs.</p>\n<p>DoorDash was handling&nbsp;logistics for businesses such as Walmart&nbsp;even before the pandemic. It struck its first partnership to bring convenience products like toilet paper and toothpaste to consumers in late 2019. That part of the business expanded when the health crisis hit.</p>\n<p>“We definitely scrambled into action and went all hands on deck,” said Fuad Hannon, DoorDash’s head of new verticals.</p>\n<p>In the first quarter, DoorDash’s non-restaurant orders climbed 40% from the fourth quarter of 2020, accounting for 7% of its total orders. Uber said its non-restaurant business grew 70% during the same period. Earlier this month, DoorDash&nbsp;raised its full-year estimate&nbsp;for the value of total orders placed on its platform to as much as $38 billion, up from an estimate of $33 billion it set just a few months ago.</p>\n<p>Growth has been big and fast. DoorDash controlled 58% of convenience-delivery sales in mid-April, up from 16% a year ago, according to research firm YipitData. It crushed industry leader Gopuff’s dominance. Gopuff’s market share declined to 27% from 57% over the same period, according to YipitData.</p>\n<p>Earlier this month, Uber Eats said it would integrate SoftBank Group Corp.-backed Gopuff into its app—an attempt to join forces and fend off DoorDash.</p>\n<p>Philadelphia-based Gopuff operates more than 400 warehouses, where it stores inventory ranging from groceries to beauty, baby and pet products, said Dan Folkman, senior vice president of business. Uber’s Mr. Beri said the partnership appealed to him because Gopuff works directly with suppliers, getting better margins on what it sells. Its deliveries are faster because it operates its own warehouses and can plan to build new ones in neighborhoods where demand is high, he added.</p>\n<p>Executives at&nbsp;Walgreens Boots Alliance&nbsp;Inc.,which listed its products on DoorDash during the pandemic, say they were impressed the app could carry its entire range of 20,000 products online.</p>\n<p>“Other partners have said, ‘We’ll carry 2,000 of your items on our app,’ whereas DoorDash said, ‘We’ll carry everything on our app,’” said Stefanie Curley, Walgreens’s head of digital commerce.</p>\n<p>Uber, which operates in over 70 countries, says it is one of the biggest grocery delivery services in Mexico, Japan and Australia. Uber and DoorDash haven’t yet challenged Instacart Inc.’s lead in the U.S., but the category is emerging as the next frontier of competition. Instacart started offering 30-minute deliveries earlier this month.</p>\n<p>Grocery executives say food-delivery companies are courting them with more favorable deals and pitching the value they can add.</p>\n<p>“Those guys are knocking on everybody’s doors,” said Neil Stern, chief executive of Good Food Holdings LLC, owner of the Bristol Farms and Lazy Acres grocery chains.</p>\n<p>Instacart, whichcommands more than half of U.S. grocery delivery sales&nbsp;according to YipitData, is offering lower commission rates for stores that commit to exclusivity and has emphasized shoppers’ larger basket sizes. DoorDash’s Mr. Hannon says his company is pitching its delivery speed, larger customer base, and experience delivering food from restaurants to draw grocers with prepared food offerings. Uber is touting its international presence, which is appealing to grocers with a global footprint, Mr. Beri said.</p>\n<p>Mike Molitor, head of e-commerce and loyalty at grocer Bashas’ Inc., said he has received proposals from multiple delivery companies. He is thinking carefully about whether he wants to go all-in on a single provider.</p>\n<p>“For me, it’s coming down to: Do I want all eggs” in one basket, he said.</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>For DoorDash and Uber Eats, the Future Is Everything in About an Hour</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\">\nFor DoorDash and Uber Eats, the Future Is Everything in About an Hour\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 21:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/for-doordash-and-uber-eats-the-future-is-everything-in-about-an-hour-11622453401?mod=hp_lead_pos5><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Food-delivery apps want to bring you more than your next meal\nDoorDashInc.’s and Uber Eats’ ambitions are bigger than your lunch.\nThey are after a whole new category of logistics and are increasingly ...</p>\n\n<a href=\"https://www.wsj.com/articles/for-doordash-and-uber-eats-the-future-is-everything-in-about-an-hour-11622453401?mod=hp_lead_pos5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DASH":"DoorDash, Inc.","UBER":"优步"},"source_url":"https://www.wsj.com/articles/for-doordash-and-uber-eats-the-future-is-everything-in-about-an-hour-11622453401?mod=hp_lead_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196755944","content_text":"Food-delivery apps want to bring you more than your next meal\nDoorDashInc.’s and Uber Eats’ ambitions are bigger than your lunch.\nThey are after a whole new category of logistics and are increasingly billing their specialty not as food but as speed and convenience. Companies say that so-called next-hour commerce—which includes delivering everything from drugstore staples and alcohol to pet food on demand—is the prize that could sustain their growth and eventually help them turn a profit.\n“Amazon powers next-day delivery. We’re going to power next-hour commerce,” said Raj Beri,Uber Technologies Inc.’s global head of grocery and new verticals.\n\nFood-delivery apps need to hang onto consumers they won during pandemic lockdowns. A wider range of items available on demand gives consumers more reasons to keep coming back to the apps and executives are betting they will stick around once they are accustomed to the convenience.\nMoney-losing Uber and DoorDash are also betting that widening the range of services they offer will help boost their slim margins.\nGrocery and alcohol orders are typically more lucrative than food, bringing in higher revenue. Apps say they can lower their delivery costs by bundling groceries and other nonperishable goods with hot food, and drivers can handle multiple orders at a time without having to worry about orders getting cold.\nBut some drivers say these new types of deliveries can be frustrating. Some retailers have in-store shoppers who pick and pack orders, but some don’t. In those cases Uber and DoorDash drivers say they are tasked both with ferrying orders and shopping for them.\nRandi Stokes, a San Diego-based delivery driver, recently picked up a food order from Del Taco Restaurants Inc.when DoorDash asked her to stop at a nearby CVS and shop for 10 items for a different customer.\nFood-delivery apps need to hang onto consumers they won during pandemic lockdowns.\n“It was a store that I did not know, so I wasted so much time looking for stuff,” she said. Worried that the other customer’s food sitting in her car was getting cold, Ms. Stokes didn’t end up completing the order and wasn’t paid for the job. “I was pissed off. I walked out and delivered the hot order,” she said.\nPowering last-mile logistics for retailers and other businesses—where customers order directly on those businesses’ websites and Uber and DoorDash deliver them—is smoother because orders are waiting for drivers when they arrive.Macy’s Inc. and Petco Health and Wellness Co. started using DoorDash drivers to deliver their online orders during the health crisis.\nThis also makes for a more profitable delivery compared with apps’ own deliveries, because delivery companies don’t spend on marketing or discounts to drive those orders—nor are they on the hook for refunding consumers when something goes wrong. Retailers like Walmart Inc. bring large order volumes, meaning apps can bundle several orders of nonperishable items and lower their delivery costs.\nDoorDash was handling logistics for businesses such as Walmart even before the pandemic. It struck its first partnership to bring convenience products like toilet paper and toothpaste to consumers in late 2019. That part of the business expanded when the health crisis hit.\n“We definitely scrambled into action and went all hands on deck,” said Fuad Hannon, DoorDash’s head of new verticals.\nIn the first quarter, DoorDash’s non-restaurant orders climbed 40% from the fourth quarter of 2020, accounting for 7% of its total orders. Uber said its non-restaurant business grew 70% during the same period. Earlier this month, DoorDash raised its full-year estimate for the value of total orders placed on its platform to as much as $38 billion, up from an estimate of $33 billion it set just a few months ago.\nGrowth has been big and fast. DoorDash controlled 58% of convenience-delivery sales in mid-April, up from 16% a year ago, according to research firm YipitData. It crushed industry leader Gopuff’s dominance. Gopuff’s market share declined to 27% from 57% over the same period, according to YipitData.\nEarlier this month, Uber Eats said it would integrate SoftBank Group Corp.-backed Gopuff into its app—an attempt to join forces and fend off DoorDash.\nPhiladelphia-based Gopuff operates more than 400 warehouses, where it stores inventory ranging from groceries to beauty, baby and pet products, said Dan Folkman, senior vice president of business. Uber’s Mr. Beri said the partnership appealed to him because Gopuff works directly with suppliers, getting better margins on what it sells. Its deliveries are faster because it operates its own warehouses and can plan to build new ones in neighborhoods where demand is high, he added.\nExecutives at Walgreens Boots Alliance Inc.,which listed its products on DoorDash during the pandemic, say they were impressed the app could carry its entire range of 20,000 products online.\n“Other partners have said, ‘We’ll carry 2,000 of your items on our app,’ whereas DoorDash said, ‘We’ll carry everything on our app,’” said Stefanie Curley, Walgreens’s head of digital commerce.\nUber, which operates in over 70 countries, says it is one of the biggest grocery delivery services in Mexico, Japan and Australia. Uber and DoorDash haven’t yet challenged Instacart Inc.’s lead in the U.S., but the category is emerging as the next frontier of competition. Instacart started offering 30-minute deliveries earlier this month.\nGrocery executives say food-delivery companies are courting them with more favorable deals and pitching the value they can add.\n“Those guys are knocking on everybody’s doors,” said Neil Stern, chief executive of Good Food Holdings LLC, owner of the Bristol Farms and Lazy Acres grocery chains.\nInstacart, whichcommands more than half of U.S. grocery delivery sales according to YipitData, is offering lower commission rates for stores that commit to exclusivity and has emphasized shoppers’ larger basket sizes. DoorDash’s Mr. Hannon says his company is pitching its delivery speed, larger customer base, and experience delivering food from restaurants to draw grocers with prepared food offerings. Uber is touting its international presence, which is appealing to grocers with a global footprint, Mr. Beri said.\nMike Molitor, head of e-commerce and loyalty at grocer Bashas’ Inc., said he has received proposals from multiple delivery companies. He is thinking carefully about whether he wants to go all-in on a single provider.\n“For me, it’s coming down to: Do I want all eggs” in one basket, he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134789819,"gmtCreate":1622259484531,"gmtModify":1704182417692,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/134789819","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://ttm.financial/m/news/2138948877?lang=&edition=fundamental","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</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 Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197814928,"gmtCreate":1621439515064,"gmtModify":1704357730053,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/197814928","repostId":"1103552481","repostType":4,"repost":{"id":"1103552481","pubTimestamp":1621428667,"share":"https://ttm.financial/m/news/1103552481?lang=&edition=fundamental","pubTime":"2021-05-19 20:51","market":"us","language":"en","title":"3 Things to Watch for in the Fed Minutes Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1103552481","media":"Barrons","summary":"The Federal Reserve’s latest meeting minutes aren’t expected to make much of a splash today, but inv","content":"<p>The Federal Reserve’s latest meeting minutes aren’t expected to make much of a splash today, but investors should still keep an eye out for a few different themes.</p>\n<p>The minutes are due out at 2 p.m. today, and Fed watchers may face a greater challenge than usual in deciphering their significance:&nbsp; A lot has changed in the economy since the April 28-29 meeting. The ensuing weeks have brought a&nbsp;surprisingly weak jobs report&nbsp;and a&nbsp;stronger-than-expected consumer inflation report, for example.</p>\n<p>And unlike&nbsp;last month’s meeting, there wasn’t an attention-grabbing selloff in Treasuries to command officials’ attention. The steep climb in yields abated at the end of March, even as economic data showed and stronger price pressures in April.&nbsp;The 10-year yield has&nbsp;dropped to 1.64%&nbsp;from 1.74% on March 31.</p>\n<p>Yet the document may still provide some clues about the central bank’s views. And officials have provided more perspective on policy since the latest meeting as well. Notably, Fed Vice Chair Richard Clarida spoke at a conference on Monday and discussed some recent economic data points as well.</p>\n<p>Here’s what strategists expect out of the meeting today, and what Clarida said about the topics:</p>\n<p><b>“Attuned and Attentive” to “Transitory” Inflation?</b></p>\n<p>One popular line among Fed officials, including Fed Chair Jerome Powell, has been the assurance that this spring is expected to bring a “transitory” rise in inflation, mostly related to the reopening of the U.S. economy after the pandemic brought a sharp deceleration in activity last year.</p>\n<p>Mizuho economists Steven Ricchiuto and Alex Pelle wrote in a May 18 note that they expect “several mentions of ‘transitory’ price pressures” in the minutes. They also highlighted that many of the steepest increases in consumer prices in April were in sectors where demand had been hit most by the pandemic, such as hotels and airfares. “So far [that] validates the Fed’s thinking,” they added.</p>\n<p>Yet at Monday’s conference, Clarida seemed to be repeating a different type of assurance about inflation:&nbsp; That the central bank would be “attuned and attentive” to any data showing higher price pressures.</p>\n<p>“In the CPI report, [reopening] did clearly put upward pressure on prices. Now our baseline view is that most of this is likely to be transitory, but we have to be attuned and attentive to the incoming data,” he said. “[The] key element of our mandate is price stability and an important component of price stability is well-anchored inflation expectations. If we were to see upward pressure on prices or inflation that threatened to put inflation expectations higher, I have no doubt we would use our tools to address that situation.”</p>\n<p><b>Taper Timeline</b></p>\n<p>Investors will also be looking to see if the central bank provides any additional guidance on when it might start paring back its $120 billion in monthly bond purchases. Powell has said the Fed wants to make “substantial further progress” toward its goals of full employment and a long-term average of 2% inflation before it wants to pare down its purchases, but officials haven’t provided much additional guidance.</p>\n<p>Most on Wall Street expect the Fed to discuss longer-term plans to reduce, or taper, its purchases&nbsp;late this summer or during the fall. NatWest Markets said in a Monday note that it expects the Fed to start talking about tapering its purchases in September and actually start to reduce the pace of bond-buying next year.</p>\n<p>So any more detailed discussion in the latest meeting minutes could come as a surprise to investors and potentially matter for markets.</p>\n<p><b>Labor-Market Outlook</b></p>\n<p>One key factor that will determine the outlook for the Fed’s bond buying (and other accommodation) is the recovery in the labor market. And that remains up in the air, after the disappointing April jobs report.</p>\n<p>Still, there is a chance investors could find more context on one of their questions in the minutes:&nbsp; How much improvement will be enough for the Fed to start withdrawing accommodation? In other words, what does “substantial further progress” mean?</p>\n<p>Before the disappointing news on April’s labor market, most of Wall Street expected a strong month for jobs creation, another step toward the “string” of strong months of recovery that Powell had said was needed before the U.S. achieved “substantial further progress” toward the Fed’s goals. That may have prompted officials to discuss just how far along the recovery would need to go before the central bank could start stepping back.</p>\n<p>Clarida discussed the April employment report on Monday as well.</p>\n<p>“What the April employment report said to me is that the way we bring supply and demand into balance in the labor market, especially in the service sector, may take some time and may produce some upward pressure on prices as workers return to employment, so we have to be attuned and attentive to that data flow,” he said. “Per that April employment report, we have not made substantial further progress, but as the data comes in we as a committee will have to evaluate that, and ultimately make a judgment.”</p>\n<p>Ultimately, the importance of future labor-market data hints at the broader takeaway from the Fed’s meeting minutes:&nbsp; Coming months’ economic data may be the final arbiter of what the Fed does, and its plans to remove accommodation from markets and the economy. And the&nbsp;economic data has been so volatile&nbsp;during the reopening that the picture could change significantly by the time the Fed meets again in June.</p>\n<p>That means investors will have to hold tight for a while longer to get a sense of when the central bank plans to start stepping back.</p>\n<p>“We’re reluctant to call this an equilibrium of any sort – rather it’s much more likely to prove a temporary holding pattern as macro expectations are further refined,” wrote Ian Lyngen, strategist with BMO. “Clearly, we have more questions than answers.”</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Things to Watch for in the Fed Minutes Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\n3 Things to Watch for in the Fed Minutes Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-19 20:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/inflation-jobs-and-more-to-watch-for-in-todays-fed-minutes-release-51621421812?mod=hp_LEAD_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve’s latest meeting minutes aren’t expected to make much of a splash today, but investors should still keep an eye out for a few different themes.\nThe minutes are due out at 2 p.m. ...</p>\n\n<a href=\"https://www.barrons.com/articles/inflation-jobs-and-more-to-watch-for-in-todays-fed-minutes-release-51621421812?mod=hp_LEAD_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/inflation-jobs-and-more-to-watch-for-in-todays-fed-minutes-release-51621421812?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103552481","content_text":"The Federal Reserve’s latest meeting minutes aren’t expected to make much of a splash today, but investors should still keep an eye out for a few different themes.\nThe minutes are due out at 2 p.m. today, and Fed watchers may face a greater challenge than usual in deciphering their significance:  A lot has changed in the economy since the April 28-29 meeting. The ensuing weeks have brought a surprisingly weak jobs report and a stronger-than-expected consumer inflation report, for example.\nAnd unlike last month’s meeting, there wasn’t an attention-grabbing selloff in Treasuries to command officials’ attention. The steep climb in yields abated at the end of March, even as economic data showed and stronger price pressures in April. The 10-year yield has dropped to 1.64% from 1.74% on March 31.\nYet the document may still provide some clues about the central bank’s views. And officials have provided more perspective on policy since the latest meeting as well. Notably, Fed Vice Chair Richard Clarida spoke at a conference on Monday and discussed some recent economic data points as well.\nHere’s what strategists expect out of the meeting today, and what Clarida said about the topics:\n“Attuned and Attentive” to “Transitory” Inflation?\nOne popular line among Fed officials, including Fed Chair Jerome Powell, has been the assurance that this spring is expected to bring a “transitory” rise in inflation, mostly related to the reopening of the U.S. economy after the pandemic brought a sharp deceleration in activity last year.\nMizuho economists Steven Ricchiuto and Alex Pelle wrote in a May 18 note that they expect “several mentions of ‘transitory’ price pressures” in the minutes. They also highlighted that many of the steepest increases in consumer prices in April were in sectors where demand had been hit most by the pandemic, such as hotels and airfares. “So far [that] validates the Fed’s thinking,” they added.\nYet at Monday’s conference, Clarida seemed to be repeating a different type of assurance about inflation:  That the central bank would be “attuned and attentive” to any data showing higher price pressures.\n“In the CPI report, [reopening] did clearly put upward pressure on prices. Now our baseline view is that most of this is likely to be transitory, but we have to be attuned and attentive to the incoming data,” he said. “[The] key element of our mandate is price stability and an important component of price stability is well-anchored inflation expectations. If we were to see upward pressure on prices or inflation that threatened to put inflation expectations higher, I have no doubt we would use our tools to address that situation.”\nTaper Timeline\nInvestors will also be looking to see if the central bank provides any additional guidance on when it might start paring back its $120 billion in monthly bond purchases. Powell has said the Fed wants to make “substantial further progress” toward its goals of full employment and a long-term average of 2% inflation before it wants to pare down its purchases, but officials haven’t provided much additional guidance.\nMost on Wall Street expect the Fed to discuss longer-term plans to reduce, or taper, its purchases late this summer or during the fall. NatWest Markets said in a Monday note that it expects the Fed to start talking about tapering its purchases in September and actually start to reduce the pace of bond-buying next year.\nSo any more detailed discussion in the latest meeting minutes could come as a surprise to investors and potentially matter for markets.\nLabor-Market Outlook\nOne key factor that will determine the outlook for the Fed’s bond buying (and other accommodation) is the recovery in the labor market. And that remains up in the air, after the disappointing April jobs report.\nStill, there is a chance investors could find more context on one of their questions in the minutes:  How much improvement will be enough for the Fed to start withdrawing accommodation? In other words, what does “substantial further progress” mean?\nBefore the disappointing news on April’s labor market, most of Wall Street expected a strong month for jobs creation, another step toward the “string” of strong months of recovery that Powell had said was needed before the U.S. achieved “substantial further progress” toward the Fed’s goals. That may have prompted officials to discuss just how far along the recovery would need to go before the central bank could start stepping back.\nClarida discussed the April employment report on Monday as well.\n“What the April employment report said to me is that the way we bring supply and demand into balance in the labor market, especially in the service sector, may take some time and may produce some upward pressure on prices as workers return to employment, so we have to be attuned and attentive to that data flow,” he said. “Per that April employment report, we have not made substantial further progress, but as the data comes in we as a committee will have to evaluate that, and ultimately make a judgment.”\nUltimately, the importance of future labor-market data hints at the broader takeaway from the Fed’s meeting minutes:  Coming months’ economic data may be the final arbiter of what the Fed does, and its plans to remove accommodation from markets and the economy. And the economic data has been so volatile during the reopening that the picture could change significantly by the time the Fed meets again in June.\nThat means investors will have to hold tight for a while longer to get a sense of when the central bank plans to start stepping back.\n“We’re reluctant to call this an equilibrium of any sort – rather it’s much more likely to prove a temporary holding pattern as macro expectations are further refined,” wrote Ian Lyngen, strategist with BMO. “Clearly, we have more questions than answers.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193991309,"gmtCreate":1620743424601,"gmtModify":1704347753074,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow!! :)","listText":"Wow!! :)","text":"Wow!! :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/193991309","repostId":"1199341916","repostType":4,"repost":{"id":"1199341916","pubTimestamp":1620736561,"share":"https://ttm.financial/m/news/1199341916?lang=&edition=fundamental","pubTime":"2021-05-11 20:36","market":"us","language":"en","title":"If Everyone Sees It, Is It Still A Bubble?","url":"https://stock-news.laohu8.com/highlight/detail?id=1199341916","media":"zerohedge","summary":"As Mark Hulbert noted recently, “everyone” is worrying about a “bubble” in the stock market. To wit:. “To appreciate how widespread current concern about a bubble is, consider the accompanying chart of data from Google Trends. It plots the relative frequency of Google searches based on the term ‘stock market bubble.’ Notice that this frequency has recently jumped to a far-higher level than at any other point over the last five years.”“My confidence is rising quite rapidly that this is, in fact, ","content":"<p><b><i>\"If everyone sees it, is it still a bubble?”</i></b>That was a great question I got over the weekend.&nbsp;As a&nbsp;<i>“contrarian”</i>&nbsp;investor, it is usually when&nbsp;<i>“everyone”</i>&nbsp;is talking about an event; it doesn’t happen.</p>\n<p>As&nbsp;<b><i>Mark Hulbert noted recently</i></b>,&nbsp;<i>“everyone”</i>&nbsp;is worrying about a<i>&nbsp;“bubble”</i>&nbsp;in the stock market. To wit:</p>\n<p><i>“To appreciate how widespread current concern about a bubble is, consider the accompanying chart of data from Google Trends. It plots the relative frequency of Google searches based on the term ‘stock market bubble.’ Notice that this frequency has recently jumped to a far-higher level than at any other point over the last five years.”</i></p>\n<p><img src=\"https://static.tigerbbs.com/7a2a152e3037789e73c80d5c89bf4141\" tg-width=\"500\" tg-height=\"337\" referrerpolicy=\"no-referrer\"><b>What Is A Bubble?</b></p>\n<blockquote>\n <b><i>“My confidence is rising quite rapidly that this is, in fact, becoming the fourth ‘real McCoy’ bubble of my investment career.</i></b>\n <i>The great bubbles can go on a long time and inflict a lot of pain, but at least I think we know now that we’re in one.”</i>\n <b><i>&nbsp;–</i></b>\n <i>Jeremy Grantham</i>\n</blockquote>\n<p>What is the definition of a bubble?&nbsp; According to&nbsp;<i>Investopedia:</i></p>\n<blockquote>\n <i>“A bubble is a market cycle that is characterized by the rapid escalation of market value, particularly in the price of assets.</i>\n <i><b>Typically, what creates a bubble is a surge in asset prices driven by exuberant market behavior.</b></i>\n <i>&nbsp;During a bubble, assets typically trade at a price</i>\n <i><b>that greatly exceeds the asset’s intrinsic value. Rather, the price does not align with thefundamentals of the asset.</b></i>\n <i>“</i>\n</blockquote>\n<p>This definition is suitable for our discussion; there are three components of a&nbsp;<i>“bubble.”</i><i><b>The&nbsp;first two, price and valuation,</b></i>&nbsp;are readily dismissed during the inflation phase.&nbsp;Jeremy Grantham once produced the following chart of 40-years of price bubbles in the markets. During the inflation phase, each was readily dismissed under the guise&nbsp;<i>“this time is different.”</i></p>\n<p><img src=\"https://static.tigerbbs.com/367ada4ec5d5a7c35f8e670e0224fc6b\" tg-width=\"500\" tg-height=\"342\"></p>\n<p><b>We are interested in the</b><b><i>“third”</i></b><b>&nbsp;component of</b><b><i>“bubbles,”</i></b><b>&nbsp;which is investor psychology.</b></p>\n<p><b>A Bubble In Psychology</b></p>\n<p>As&nbsp;<i><b>Howard Marks previously noted:</b></i></p>\n<blockquote>\n <i>“It’s the swings of psychology that get people into the biggest trouble. Especially since investors’ emotions invariably swing in the wrong direction at the wrong time.</i>\n <i><b>When things are going well people become greedy and enthusiastic. When times are troubled, people become fearful and reticent. That’s just the wrong thing to do. It’s important to control fear and greed.”</b></i>\n</blockquote>\n<p>Currently, it’s difficult for investors to become any more enthusiastic about market returns.&nbsp;<i>(</i><i><b>The RIAPro Fear/Greed Index</b></i><i>&nbsp;compiles measures of equity allocation and market sentiment. The index level is</i><i><b>not a component</b></i><i>&nbsp;of the measure that runs from 0 to 100.</i><i><b>The current reading is 99.9, which is a historical record.)</b></i></p>\n<p><img src=\"https://static.tigerbbs.com/137bb4e88e92ca8b22df63ffc61e387c\" tg-width=\"500\" tg-height=\"334\"></p>\n<p>Such is an interesting juxtaposition. On the one hand, there is a rising recognition of a&nbsp;<i>“bubble,”</i>&nbsp;but investors are unwilling to reduce “equity risk” for&nbsp;<i>“fear of missing out or F.O.M.O.”</i>Such was a point noted explicitly by Mark:</p>\n<blockquote>\n <i><b>“Rather than responding by taking some chips off the table, however, many began freely admitting a bubble formed.</b></i>\n <i>&nbsp;They no longer tried to justify higher prices on fundamentals. Rather,</i>\n <i><b>they justified it instead in terms of the market’s momentum.</b></i>\n <i>&nbsp;Prices should keep going up as FOMO seduces more investors to jump on the bandwagon.”</i>\n</blockquote>\n<p>In other words, investors have fully adopted the&nbsp;<i>“Greater Fool Theory.”</i></p>\n<p>Okay, Boomer!</p>\n<p>I know. The discussion of&nbsp;<i>“valuations”</i>&nbsp;is an old-fashioned idea relegated to investors of an older era. Such was evident in the pushback on Charlie Munger’s comments about Bitcoin recently:</p>\n<blockquote>\n <i>“</i>\n <i><b>While Munger has never been a bitcoin advocate, his dislike crystalized into something close to hatred.</b></i>\n <i>Looking back over the past 52 weeks, the reason for Munger’s anger becomes apparent with Berkshire rising only 50.5% against bitcoin’s more than 500% gain.”&nbsp;– Coindesk</i>\n</blockquote>\n<p>In 1999, when Buffett spoke out against&nbsp;<i>“Dot.com”</i>&nbsp;stocks, he got dismissed with a similar ire of&nbsp;<b><i>“investing with Warren Buffett is like driving ‘Dad’s old Pontiac.'”</i></b></p>\n<p>Today, young investors are not interested in the&nbsp;<i>“pearls of wisdom”</i>&nbsp;from experienced investors. Today, they are&nbsp;<i>“out of touch,”</i>&nbsp;with the market’s<i>&nbsp;“new reality.”</i></p>\n<blockquote>\n <i><b>“The big benefit of TikTok is it allows users to dole out and obtain information in short, easily digestible video bites, also called TikToks.</b></i>\n <i>&nbsp;And that can make unfamiliar, complex topics, such as personal finance and investing, more palatable to a younger audience.That advice runs the gamut, from general information about home buying or retirement savings to specific stock picks and investment ideas.</i>\n <i><b>Rob Shields, a 22-year-old, self-taught options trader who has more than 163,000 followers on TikTok, posts TikToks under the username stock_genius on topics such as popular stocks to watch, how to find good stocks, and basic trading strategies.” –&nbsp;WSJ:</b></i>\n</blockquote>\n<p><b>Of course, the problem with information doled out by 22-year olds is they were 10-year olds during the last</b><i><b>“bear market.”</b></i>Given the lack of experience of investing during such a market, as opposed to Warren Buffett who has survived several, is the eventual destruction of capital.</p>\n<p><b>Plenty Of Analogies</b></p>\n<blockquote>\n <i><b>“There is no shortage of current analogies, of course. Take Dogecoin, created as a joke with no fundamental value.</b></i>\n <i>&nbsp;As a&nbsp;recent Wall Street Journal article outlined, the Dogecoin ‘serves no purpose and, unlike Bitcoin, faces no limit on the number of coins that exist.’</i>\n <i><b>Yet investors flock to it, for no other apparent reason than its sharp rise.</b></i>\n <i>&nbsp;Billy Markus, the co-creator of dogecoin, said to the Wall Street Journal, ‘This is absurd. I haven’t seen anything like it. It’s one of those things that once it starts going up, it might keep going up.’” – Mark Hulbert</i>\n</blockquote>\n<p>That exuberance shows up with professionals as well.<b>&nbsp;As of the end of April, the National Association Of Investment Managers asset allocation was 103%.</b></p>\n<p><img src=\"https://static.tigerbbs.com/c412f208aa700b3f7ccb35d3b7d4e923\" tg-width=\"500\" tg-height=\"328\"></p>\n<p>As Dana Lyons noted previously:</p>\n<blockquote>\n “\n <i>Regardless of the investment acumen of any group (we think it is very high among NAAIM members),</i>\n <i><b>once the collective investment opinion or posture becomes too one-sided, it can be an indication that some market action may be necessary to correct such consensus.</b></i>\n <i>“</i>\n</blockquote>\n<p><b>Give Me More</b></p>\n<p>Of course, margin debt, which is the epitome of “<i>speculative appetite,”</i>&nbsp;soared in recent months.</p>\n<p><img src=\"https://static.tigerbbs.com/e11b088ecdf04d5036b4f5bb2d67c13d\" tg-width=\"500\" tg-height=\"327\"></p>\n<p>As stated,&nbsp;<i>“bubbles are about psychology,”</i>&nbsp;which the annual rate of change of leverage shows.</p>\n<p><img src=\"https://static.tigerbbs.com/422c963018723e8986826a89a32883e5\" tg-width=\"500\" tg-height=\"327\"></p>\n<p>Another form of leverage that doesn’t show up in margin debt is ETF’s structured to multiply market returns. These funds have seen record inflows in recent months.</p>\n<p><img src=\"https://static.tigerbbs.com/4ac35f10215d5fcffec35e4e94c952bb\" tg-width=\"500\" tg-height=\"335\"></p>\n<p><b>With margin debt reaching levels not seen since the peak of the last cyclical bull market cycle, it should raise some concerns about sustainability.</b>&nbsp;It is NOT the level of leverage that is the problem as leverage increases buying power as markets are rising.&nbsp;<b>The unwinding of this leverage is critically dangerous in the market as the acceleration of</b><b><i>“margin calls”</i></b><b>&nbsp;leads to a vicious downward spiral.</b></p>\n<p>Importantly, this chart<b>&nbsp;does not meanthat a massive market correction is imminent. I</b>t does suggest that leverage, and speculative risk-taking, are likely much further advanced than currently recognized.</p>\n<p><b>Pushing Extremes</b></p>\n<p>Prices are ultimately affected by physics. Moving averages, trend lines, etc., all exert a gravitational pull on prices in both the short and long term.&nbsp;<b>Like a rubber band, when prices get stretched too far in one direction, they have always eventually</b><b><i>“reverted to the mean”</i></b><b>&nbsp;in the most brutal of manners.</b></p>\n<p>The chart below shows the long-term chart of the S&amp;P 500 broken down by several measures: 2 and 3-standard deviations, valuations, relative strength, and deviations from the 3-year moving average.&nbsp;<b>It is worth noting that both standard deviations and distance from the 3-year moving average are at a record.</b></p>\n<p><b>During the last 120-years, overvaluation and extreme deviations NEVER got resolved by markets going sideways.</b></p>\n<p><img src=\"https://static.tigerbbs.com/4fc311c3fdd527fd911070f7dd841545\" tg-width=\"500\" tg-height=\"590\"></p>\n<p>The only missing ingredient for such a correction currently is simply a catalyst to put&nbsp;<i>“fear”</i>&nbsp;into an overly complacent marketplace. Anything from economic disruption, a credit-related crisis, or an unexpected exogenous shock could start the&nbsp;<i>“panic for the exits.”</i></p>\n<p><b>Conclusion</b></p>\n<p>There is more than adequate evidence a<i>&nbsp;“bubble”</i>&nbsp;exists in markets once again. However, as Mark noted in his commentary:</p>\n<blockquote>\n <i>‘I have no idea whether the stock market is actually forming a bubble that’s about to break.</i>\n <i><b>But I do know that many bulls are fooling themselves when they think a bubble can’t happen when there is such widespread concern. In fact, one of the distinguishing characteristics of a bubble is just that.”</b></i>\n</blockquote>\n<p>However, he concludes with the most important statement:</p>\n<blockquote>\n <i>“It’s important for all of us to be aware of this bubble psychology,</i>\n <i><b>but especially if you’re a retiree or a near-retiree. That’s because, in that case, your investment horizon is far shorter than for those who are younger.</b></i>\n <i>Therefore, you are less able to recover from the deflation of a market bubble.”</i>\n</blockquote>\n<p><b>Read that statement again.</b></p>\n<p>Millennials are quick to dismiss the&nbsp;<i>“Boomers”</i>&nbsp;in the financial markets today for&nbsp;<i>“not getting it.”</i></p>\n<p>No, we get it. We have just been around long enough to know how these things eventually end.</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>If Everyone Sees It, Is It Still A Bubble?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf Everyone Sees It, Is It Still A Bubble?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 20:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/if-everyone-sees-it-it-still-bubble><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>\"If everyone sees it, is it still a bubble?”That was a great question I got over the weekend. As a “contrarian” investor, it is usually when “everyone” is talking about an event; it doesn’t happen.\nAs...</p>\n\n<a href=\"https://www.zerohedge.com/markets/if-everyone-sees-it-it-still-bubble\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/if-everyone-sees-it-it-still-bubble","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199341916","content_text":"\"If everyone sees it, is it still a bubble?”That was a great question I got over the weekend. As a “contrarian” investor, it is usually when “everyone” is talking about an event; it doesn’t happen.\nAs Mark Hulbert noted recently, “everyone” is worrying about a “bubble” in the stock market. To wit:\n“To appreciate how widespread current concern about a bubble is, consider the accompanying chart of data from Google Trends. It plots the relative frequency of Google searches based on the term ‘stock market bubble.’ Notice that this frequency has recently jumped to a far-higher level than at any other point over the last five years.”\nWhat Is A Bubble?\n\n“My confidence is rising quite rapidly that this is, in fact, becoming the fourth ‘real McCoy’ bubble of my investment career.\nThe great bubbles can go on a long time and inflict a lot of pain, but at least I think we know now that we’re in one.”\n –\nJeremy Grantham\n\nWhat is the definition of a bubble?  According to Investopedia:\n\n“A bubble is a market cycle that is characterized by the rapid escalation of market value, particularly in the price of assets.\nTypically, what creates a bubble is a surge in asset prices driven by exuberant market behavior.\n During a bubble, assets typically trade at a price\nthat greatly exceeds the asset’s intrinsic value. Rather, the price does not align with thefundamentals of the asset.\n“\n\nThis definition is suitable for our discussion; there are three components of a “bubble.”The first two, price and valuation, are readily dismissed during the inflation phase. Jeremy Grantham once produced the following chart of 40-years of price bubbles in the markets. During the inflation phase, each was readily dismissed under the guise “this time is different.”\n\nWe are interested in the“third” component of“bubbles,” which is investor psychology.\nA Bubble In Psychology\nAs Howard Marks previously noted:\n\n“It’s the swings of psychology that get people into the biggest trouble. Especially since investors’ emotions invariably swing in the wrong direction at the wrong time.\nWhen things are going well people become greedy and enthusiastic. When times are troubled, people become fearful and reticent. That’s just the wrong thing to do. It’s important to control fear and greed.”\n\nCurrently, it’s difficult for investors to become any more enthusiastic about market returns. (The RIAPro Fear/Greed Index compiles measures of equity allocation and market sentiment. The index level isnot a component of the measure that runs from 0 to 100.The current reading is 99.9, which is a historical record.)\n\nSuch is an interesting juxtaposition. On the one hand, there is a rising recognition of a “bubble,” but investors are unwilling to reduce “equity risk” for “fear of missing out or F.O.M.O.”Such was a point noted explicitly by Mark:\n\n“Rather than responding by taking some chips off the table, however, many began freely admitting a bubble formed.\n They no longer tried to justify higher prices on fundamentals. Rather,\nthey justified it instead in terms of the market’s momentum.\n Prices should keep going up as FOMO seduces more investors to jump on the bandwagon.”\n\nIn other words, investors have fully adopted the “Greater Fool Theory.”\nOkay, Boomer!\nI know. The discussion of “valuations” is an old-fashioned idea relegated to investors of an older era. Such was evident in the pushback on Charlie Munger’s comments about Bitcoin recently:\n\n“\nWhile Munger has never been a bitcoin advocate, his dislike crystalized into something close to hatred.\nLooking back over the past 52 weeks, the reason for Munger’s anger becomes apparent with Berkshire rising only 50.5% against bitcoin’s more than 500% gain.” – Coindesk\n\nIn 1999, when Buffett spoke out against “Dot.com” stocks, he got dismissed with a similar ire of “investing with Warren Buffett is like driving ‘Dad’s old Pontiac.'”\nToday, young investors are not interested in the “pearls of wisdom” from experienced investors. Today, they are “out of touch,” with the market’s “new reality.”\n\n“The big benefit of TikTok is it allows users to dole out and obtain information in short, easily digestible video bites, also called TikToks.\n And that can make unfamiliar, complex topics, such as personal finance and investing, more palatable to a younger audience.That advice runs the gamut, from general information about home buying or retirement savings to specific stock picks and investment ideas.\nRob Shields, a 22-year-old, self-taught options trader who has more than 163,000 followers on TikTok, posts TikToks under the username stock_genius on topics such as popular stocks to watch, how to find good stocks, and basic trading strategies.” – WSJ:\n\nOf course, the problem with information doled out by 22-year olds is they were 10-year olds during the last“bear market.”Given the lack of experience of investing during such a market, as opposed to Warren Buffett who has survived several, is the eventual destruction of capital.\nPlenty Of Analogies\n\n“There is no shortage of current analogies, of course. Take Dogecoin, created as a joke with no fundamental value.\n As a recent Wall Street Journal article outlined, the Dogecoin ‘serves no purpose and, unlike Bitcoin, faces no limit on the number of coins that exist.’\nYet investors flock to it, for no other apparent reason than its sharp rise.\n Billy Markus, the co-creator of dogecoin, said to the Wall Street Journal, ‘This is absurd. I haven’t seen anything like it. It’s one of those things that once it starts going up, it might keep going up.’” – Mark Hulbert\n\nThat exuberance shows up with professionals as well. As of the end of April, the National Association Of Investment Managers asset allocation was 103%.\n\nAs Dana Lyons noted previously:\n\n “\n Regardless of the investment acumen of any group (we think it is very high among NAAIM members),\nonce the collective investment opinion or posture becomes too one-sided, it can be an indication that some market action may be necessary to correct such consensus.\n“\n\nGive Me More\nOf course, margin debt, which is the epitome of “speculative appetite,” soared in recent months.\n\nAs stated, “bubbles are about psychology,” which the annual rate of change of leverage shows.\n\nAnother form of leverage that doesn’t show up in margin debt is ETF’s structured to multiply market returns. These funds have seen record inflows in recent months.\n\nWith margin debt reaching levels not seen since the peak of the last cyclical bull market cycle, it should raise some concerns about sustainability. It is NOT the level of leverage that is the problem as leverage increases buying power as markets are rising. The unwinding of this leverage is critically dangerous in the market as the acceleration of“margin calls” leads to a vicious downward spiral.\nImportantly, this chart does not meanthat a massive market correction is imminent. It does suggest that leverage, and speculative risk-taking, are likely much further advanced than currently recognized.\nPushing Extremes\nPrices are ultimately affected by physics. Moving averages, trend lines, etc., all exert a gravitational pull on prices in both the short and long term. Like a rubber band, when prices get stretched too far in one direction, they have always eventually“reverted to the mean” in the most brutal of manners.\nThe chart below shows the long-term chart of the S&P 500 broken down by several measures: 2 and 3-standard deviations, valuations, relative strength, and deviations from the 3-year moving average. It is worth noting that both standard deviations and distance from the 3-year moving average are at a record.\nDuring the last 120-years, overvaluation and extreme deviations NEVER got resolved by markets going sideways.\n\nThe only missing ingredient for such a correction currently is simply a catalyst to put “fear” into an overly complacent marketplace. Anything from economic disruption, a credit-related crisis, or an unexpected exogenous shock could start the “panic for the exits.”\nConclusion\nThere is more than adequate evidence a “bubble” exists in markets once again. However, as Mark noted in his commentary:\n\n‘I have no idea whether the stock market is actually forming a bubble that’s about to break.\nBut I do know that many bulls are fooling themselves when they think a bubble can’t happen when there is such widespread concern. In fact, one of the distinguishing characteristics of a bubble is just that.”\n\nHowever, he concludes with the most important statement:\n\n“It’s important for all of us to be aware of this bubble psychology,\nbut especially if you’re a retiree or a near-retiree. That’s because, in that case, your investment horizon is far shorter than for those who are younger.\nTherefore, you are less able to recover from the deflation of a market bubble.”\n\nRead that statement again.\nMillennials are quick to dismiss the “Boomers” in the financial markets today for “not getting it.”\nNo, we get it. We have just been around long enough to know how these things eventually end.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199076449,"gmtCreate":1620659232381,"gmtModify":1704346353419,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/199076449","repostId":"1116731360","repostType":4,"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101867139,"gmtCreate":1619878873721,"gmtModify":1704336004159,"author":{"id":"3573299881996779","authorId":"3573299881996779","name":"CocoPosh","avatar":"https://community-static.tradeup.com/news/818138cfd3c48ea6aad706cbda48c1d6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573299881996779","authorIdStr":"3573299881996779"},"themes":[],"htmlText":"Solid company!","listText":"Solid company!","text":"Solid company!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/101867139","repostId":"2132603015","repostType":4,"repost":{"id":"2132603015","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":1619872075,"share":"https://ttm.financial/m/news/2132603015?lang=&edition=fundamental","pubTime":"2021-05-01 20:27","market":"us","language":"en","title":"Berkshire Hathaway Q1 Earnings Here！","url":"https://stock-news.laohu8.com/highlight/detail?id=2132603015","media":"Reuters","summary":"May 1 (Reuters) - Berkshire Hathaway Inc   :Full report here！* Q1 NET EARNINGS ATTRIBUTABLE TO BERKS","content":"<p>May 1 (Reuters) - Berkshire Hathaway Inc   :</p><p><a href=\"https://www.berkshirehathaway.com/qtrly/1stqtr21.pdf\" target=\"_blank\">Full report here！</a></p><p>* Q1 NET EARNINGS ATTRIBUTABLE TO BERKSHIRE SHAREHOLDERS $11.71 BILLION VERSUS YEAR-EARLIER $49.75 BILLION LOSS</p><p>* Q1 OPERATING EARNINGS $7.02 BILLION VERSUS $5.87 BILLION</p><p>* Q1 NET EARNINGS PER AVERAGE EQUIVALENT CLASS A SHARE $7,638</p><p>* Q1 NET EARNINGS FROM INVESTMENT AND DERIVATIVE GAINS $4.69 BILLION VERSUS YEAR-EARLIER $55.62 BILLION NET LOSS</p><p>* AT MARCH 31, 2021, INSURANCE FLOAT WAS ABOUT $140 BILLION, INCREASE OF ABOUT $2 BILLION SINCE YEAREND 2020</p><p>* ABOUT $6.6 BILLION WAS USED TO PURCHASE SHARES OF CLASS A AND CLASS B COMMON STOCK DURING THE FIRST QUARTER OF 2021</p><p>Source text for Eikon:    Further company coverage:</p><p><a href=\"https://www.berkshirehathaway.com/qtrly/1stqtr21.pdf\" target=\"_blank\">Full article of Berkshire Hathaway Q1 report</a></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>Berkshire Hathaway Q1 Earnings Here！</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; 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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\">\nBerkshire Hathaway Q1 Earnings Here！\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\">2021-05-01 20:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>May 1 (Reuters) - Berkshire Hathaway Inc   :</p><p><a href=\"https://www.berkshirehathaway.com/qtrly/1stqtr21.pdf\" target=\"_blank\">Full report here！</a></p><p>* Q1 NET EARNINGS ATTRIBUTABLE TO BERKSHIRE SHAREHOLDERS $11.71 BILLION VERSUS YEAR-EARLIER $49.75 BILLION LOSS</p><p>* Q1 OPERATING EARNINGS $7.02 BILLION VERSUS $5.87 BILLION</p><p>* Q1 NET EARNINGS PER AVERAGE EQUIVALENT CLASS A SHARE $7,638</p><p>* Q1 NET EARNINGS FROM INVESTMENT AND DERIVATIVE GAINS $4.69 BILLION VERSUS YEAR-EARLIER $55.62 BILLION NET LOSS</p><p>* AT MARCH 31, 2021, INSURANCE FLOAT WAS ABOUT $140 BILLION, INCREASE OF ABOUT $2 BILLION SINCE YEAREND 2020</p><p>* ABOUT $6.6 BILLION WAS USED TO PURCHASE SHARES OF CLASS A AND CLASS B COMMON STOCK DURING THE FIRST QUARTER OF 2021</p><p>Source text for Eikon:    Further company coverage:</p><p><a href=\"https://www.berkshirehathaway.com/qtrly/1stqtr21.pdf\" target=\"_blank\">Full article of Berkshire Hathaway Q1 report</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132603015","content_text":"May 1 (Reuters) - Berkshire Hathaway Inc   :Full report here！* Q1 NET EARNINGS ATTRIBUTABLE TO BERKSHIRE SHAREHOLDERS $11.71 BILLION VERSUS YEAR-EARLIER $49.75 BILLION LOSS* Q1 OPERATING EARNINGS $7.02 BILLION VERSUS $5.87 BILLION* Q1 NET EARNINGS PER AVERAGE EQUIVALENT CLASS A SHARE $7,638* Q1 NET EARNINGS FROM INVESTMENT AND DERIVATIVE GAINS $4.69 BILLION VERSUS YEAR-EARLIER $55.62 BILLION NET LOSS* AT MARCH 31, 2021, INSURANCE FLOAT WAS ABOUT $140 BILLION, INCREASE OF ABOUT $2 BILLION SINCE YEAREND 2020* ABOUT $6.6 BILLION WAS USED TO PURCHASE SHARES OF CLASS A AND CLASS B COMMON STOCK DURING THE FIRST QUARTER OF 2021Source text for Eikon:    Further company coverage:Full article of Berkshire Hathaway Q1 report","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}