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2023-03-06

Hmm

Jobs Report; Powell Testifies; Sea, JD.com, CrowdStrike Earnings: What to Know This Week

2023-05-24

Lol

70% of Companies Will Use AI by 2030 - 2 of the Best AI Stocks Investors Can Buy Now

2023-01-28

To the moon

Sorry, the original content has been removed

2023-05-23

Both are good

Better Buy: Apple vs. Nvidia

2023-05-06

LOL

2 Stocks That Could Triple Your Investment by 2030

2023-07-05

Crowdstrike

3 Top Cybersecurity Stocks to Buy in July

2023-05-29

Lol

Salesforce: A Bargain Ahead Of Q1 Earnings

2023-03-12

I buy AAPL

Sorry, the original content has been removed

2023-03-16

hmm

Credit Suisse Is In Crisis. What Went Wrong?

2023-06-06

Yup

CrowdStrike: Leader Of The Pack

2023-01-23

Up

Tesla, Microsoft, AT&T, Visa, Chevron and More Stocks for Investors to Watch This Week

2021-06-05

To the moon! Like and comment pls

Should You Buy Apple Stock Before WWDC?

2023-02-07

Hmm

Wall St Ends Down As Investors Await Fed's Next Steps

2023-02-06

Lol

Disney, CVS, Uber, Chipotle, PayPal, and More Stocks to Watch This Week

2023-01-24

Up

US STOCKS-Wall Street Extends Rally, Powered By Tech Bounce

2023-02-04

Hmm

Amazon, Apple, Alphabet, Ford, Nordstrom, and More: These Stocks Moved the Most Friday

2022-10-16

Up

Tesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?

2022-10-02

Up

Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds

2021-06-09

To the moon! Like and comment pls

S&P 500 closes little changed as "meme stocks" extend rally

2022-11-17

Hmm

US STOCKS-Wall Street Ends Down After Target Outlook, Micron Supply Cut

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jokers","listText":"Damn jokers","text":"Damn jokers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244160674070656","repostId":"1177049350","repostType":2,"repost":{"id":"1177049350","kind":"news","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":1700633329,"share":"https://ttm.financial/m/news/1177049350?lang=&edition=fundamental","pubTime":"2023-11-22 14:08","market":"us","language":"en","title":"Sam Altman to Return As OpenAI CEO","url":"https://stock-news.laohu8.com/highlight/detail?id=1177049350","media":"Reuters","summary":"OpenAI said on X: ”We have reached an agreement in principle for Sam Altman to return to OpenAI as CEO with a new initial board of Bret Taylor (Chair), Larry Summers, and Adam D'Angelo.We are collaborating to figure out the details. Thank you so much for your patience through this.”","content":"<html><head></head><body><p>SAN FRANCISCO, Nov 21 (Reuters) - OpenAI on Tuesday said it reached an agreement for Sam Altman to return as CEO days after his ouster, capping frenzied discussions about the future of the startup at the center of the artificial intelligence boom.</p><p style=\"text-align: start;\">In addition to Altman&#39;s return, the company agreed in principle to partly reconstitute the board of directors that had dismissed him. Former Salesforce co-CEO Bret Taylor and former U.S. Treasury Secretary Larry Summers will join Quora CEO and current director Adam D&#39;Angelo, OpenAI said.</p><p>Sam Altman said in a post on X &#34;i&#39;m looking forward to returning to openai.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a344928f4f3409098eafc82a7d0f8b56\" title=\"\" tg-width=\"880\" tg-height=\"286\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fd1b114c349779d8e2a9f8f94f7c313\" title=\"\" tg-width=\"885\" tg-height=\"266\"/></p><p>His return caps a tumultuous weekend that saw Altman agree to move to OpenAI&#39;s financial backer Microsoft (MSFT.O) to head a new research team there. That followed a rejection by OpenAI&#39;s board of his first attempt to return to the startup, on Sunday, by naming ex-Twitch boss Emmett Shear as interim CEO.</p><p style=\"text-align: start;\">In a post on X, Shear celebrated the late-night outcome Tuesday, which he said followed &#34;~72 very intense hours of work.&#34;</p><p>Altman&#39;s dismissal had brought uncertainty for both OpenAI and Microsoft, which had moved quickly to control damage over the weekend by vowing to hire him and Greg Brockman, president of the startup.</p><p style=\"text-align: start;\">Brockman, who had quit after Altman was ousted, said in a post on X that he was &#34;getting back to coding tonight.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ff9af8e6a8cc9546e40263dc350fdf0\" tg-width=\"829\" tg-height=\"340\"/></p><p>Nearly all of OpenAI&#39;s more than 700-strong staff on Monday had threatened to leave unless the board stepped down and reinstated Altman and Brockman, according to a letter reviewed by Reuters.</p><p>In a statement on X, Microsoft CEO Satya Nadella welcomed the changes to OpenAI&#39;s board.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/870df75df840d9547ae02515d58c9114\" tg-width=\"828\" tg-height=\"735\"/></p><p>&#34;We believe this is a first essential step on a path to more stable, well-informed, and effective governance,&#34; he said.</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>Sam Altman to Return As OpenAI CEO</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\">\nSam Altman to Return As OpenAI CEO\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\">2023-11-22 14:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SAN FRANCISCO, Nov 21 (Reuters) - OpenAI on Tuesday said it reached an agreement for Sam Altman to return as CEO days after his ouster, capping frenzied discussions about the future of the startup at the center of the artificial intelligence boom.</p><p style=\"text-align: start;\">In addition to Altman&#39;s return, the company agreed in principle to partly reconstitute the board of directors that had dismissed him. Former Salesforce co-CEO Bret Taylor and former U.S. Treasury Secretary Larry Summers will join Quora CEO and current director Adam D&#39;Angelo, OpenAI said.</p><p>Sam Altman said in a post on X &#34;i&#39;m looking forward to returning to openai.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a344928f4f3409098eafc82a7d0f8b56\" title=\"\" tg-width=\"880\" tg-height=\"286\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fd1b114c349779d8e2a9f8f94f7c313\" title=\"\" tg-width=\"885\" tg-height=\"266\"/></p><p>His return caps a tumultuous weekend that saw Altman agree to move to OpenAI&#39;s financial backer Microsoft (MSFT.O) to head a new research team there. That followed a rejection by OpenAI&#39;s board of his first attempt to return to the startup, on Sunday, by naming ex-Twitch boss Emmett Shear as interim CEO.</p><p style=\"text-align: start;\">In a post on X, Shear celebrated the late-night outcome Tuesday, which he said followed &#34;~72 very intense hours of work.&#34;</p><p>Altman&#39;s dismissal had brought uncertainty for both OpenAI and Microsoft, which had moved quickly to control damage over the weekend by vowing to hire him and Greg Brockman, president of the startup.</p><p style=\"text-align: start;\">Brockman, who had quit after Altman was ousted, said in a post on X that he was &#34;getting back to coding tonight.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ff9af8e6a8cc9546e40263dc350fdf0\" tg-width=\"829\" tg-height=\"340\"/></p><p>Nearly all of OpenAI&#39;s more than 700-strong staff on Monday had threatened to leave unless the board stepped down and reinstated Altman and Brockman, according to a letter reviewed by Reuters.</p><p>In a statement on X, Microsoft CEO Satya Nadella welcomed the changes to OpenAI&#39;s board.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/870df75df840d9547ae02515d58c9114\" tg-width=\"828\" tg-height=\"735\"/></p><p>&#34;We believe this is a first essential step on a path to more stable, well-informed, and effective governance,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177049350","content_text":"SAN FRANCISCO, Nov 21 (Reuters) - OpenAI on Tuesday said it reached an agreement for Sam Altman to return as CEO days after his ouster, capping frenzied discussions about the future of the startup at the center of the artificial intelligence boom.In addition to Altman's return, the company agreed in principle to partly reconstitute the board of directors that had dismissed him. Former Salesforce co-CEO Bret Taylor and former U.S. Treasury Secretary Larry Summers will join Quora CEO and current director Adam D'Angelo, OpenAI said.Sam Altman said in a post on X \"i'm looking forward to returning to openai.\"His return caps a tumultuous weekend that saw Altman agree to move to OpenAI's financial backer Microsoft (MSFT.O) to head a new research team there. That followed a rejection by OpenAI's board of his first attempt to return to the startup, on Sunday, by naming ex-Twitch boss Emmett Shear as interim CEO.In a post on X, Shear celebrated the late-night outcome Tuesday, which he said followed \"~72 very intense hours of work.\"Altman's dismissal had brought uncertainty for both OpenAI and Microsoft, which had moved quickly to control damage over the weekend by vowing to hire him and Greg Brockman, president of the startup.Brockman, who had quit after Altman was ousted, said in a post on X that he was \"getting back to coding tonight.\"Nearly all of OpenAI's more than 700-strong staff on Monday had threatened to leave unless the board stepped down and reinstated Altman and Brockman, according to a letter reviewed by Reuters.In a statement on X, Microsoft CEO Satya Nadella welcomed the changes to OpenAI's board.\"We believe this is a first essential step on a path to more stable, well-informed, and effective governance,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206955032187024,"gmtCreate":1691556473401,"gmtModify":1691556476659,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206955032187024","repostId":"206683976757264","repostType":1,"repost":{"id":206683976757264,"gmtCreate":1691463519737,"gmtModify":1703733617173,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667621665671","authorIdStr":"3527667621665671"},"themes":[],"title":"🎁 Bet on LI Stock Movement and Win Tiger Coins!","htmlText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;470d3ab575ca43caaed8156645b7ccbe&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.(NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;5 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be list","listText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;470d3ab575ca43caaed8156645b7ccbe&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.(NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;5 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be list","text":"Hi, Tigers!Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards]We will reward you with 50 Tiger Coins when you share your knowledge about stocks and markets here, depending on quality and originality.(NOTE: Comments posted under this article WILL NOT be counted) 2.You will be given 5 Tiger coins if you tag more than 3 friends in the comment areaMeanwhile, we will be list","images":[{"img":"https://community-static.tradeup.com/news/eb2f3d293eab5cffad2a5820f6c53676","width":"913","height":"337"},{"img":"https://community-static.tradeup.com/news/b7f3e3c07ede66b179295c0a4c1bc6dd","width":"1080","height":"1920"},{"img":"https://community-static.tradeup.com/news/c4e4d52d60fe78a7bdfd23b24da61b49","width":"1280","height":"720"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206683976757264","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":2754,"gmtBegin":1691463635868,"gmtEnd":1691525117152,"type":1,"upper":1,"title":"Bet on the rise and fall of ideal US stocks","choices":[{"id":10299,"sort":1,"name":"Up more than 3%","userSize":16,"voted":false},{"id":10300,"sort":2,"name":"The increase is less than or equal to 3%","userSize":34,"voted":false},{"id":10301,"sort":3,"name":"The decline is less than or equal to 3%","userSize":8,"voted":false},{"id":10302,"sort":4,"name":"The decline is more than 3%","userSize":33,"voted":false}]},"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206955709911272,"gmtCreate":1691556464785,"gmtModify":1691556468036,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206955709911272","repostId":"206411398504680","repostType":1,"repost":{"id":206411398504680,"gmtCreate":1691425256634,"gmtModify":1691426509587,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Viatris Inc. Soars on Impressive Q2 Earnings and FDA Acceptance of Multiple Sclerosis Therapy","htmlText":"A Promising Investment Opportunity in the Pharma Industry <a href=\"https://ttm.financial/S/VTRS\">$Viatris Inc.(VTRS)$</a> has emerged as a strong contender in the pharmaceutical industry, with a recent surge in its share price driven by outstanding Q2 FY23 earnings and positive developments in its drug pipeline. The company's financial performance beat market estimates, and its promising multiple sclerosis therapy, GA Depot 40 mg, has been accepted for review by the FDA, adding further excitement for investors. In today's ever-changing financial landscape, investors are constantly on the lookout for opportunities that promise significant growth potential. For those seeking to diversify their portfolios and tap into the thriving pharmaceutical sector, Viatris Inc. (VTRS) presents an excitin","listText":"A Promising Investment Opportunity in the Pharma Industry <a href=\"https://ttm.financial/S/VTRS\">$Viatris Inc.(VTRS)$</a> has emerged as a strong contender in the pharmaceutical industry, with a recent surge in its share price driven by outstanding Q2 FY23 earnings and positive developments in its drug pipeline. The company's financial performance beat market estimates, and its promising multiple sclerosis therapy, GA Depot 40 mg, has been accepted for review by the FDA, adding further excitement for investors. In today's ever-changing financial landscape, investors are constantly on the lookout for opportunities that promise significant growth potential. For those seeking to diversify their portfolios and tap into the thriving pharmaceutical sector, Viatris Inc. (VTRS) presents an excitin","text":"A Promising Investment Opportunity in the Pharma Industry $Viatris Inc.(VTRS)$ has emerged as a strong contender in the pharmaceutical industry, with a recent surge in its share price driven by outstanding Q2 FY23 earnings and positive developments in its drug pipeline. The company's financial performance beat market estimates, and its promising multiple sclerosis therapy, GA Depot 40 mg, has been accepted for review by the FDA, adding further excitement for investors. In today's ever-changing financial landscape, investors are constantly on the lookout for opportunities that promise significant growth potential. For those seeking to diversify their portfolios and tap into the thriving pharmaceutical sector, Viatris Inc. (VTRS) presents an excitin","images":[{"img":"https://community-static.tradeup.com/news/f75eb5ca4963554194def01857be3693","width":"604","height":"604"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206411398504680","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206955678716128,"gmtCreate":1691556456530,"gmtModify":1691556460262,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206955678716128","repostId":"206750641135816","repostType":1,"repost":{"id":206750641135816,"gmtCreate":1691506511294,"gmtModify":1691506928834,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Trade Recap 8 Aug","htmlText":"I'm glad to gain a little profits the day before we celebrate our nation's birthday!&nbsp;[Happy]&nbsp; Green Arrow indicates buy. Red Arrow indicates sell. I bought <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>put at first when&nbsp;<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust-ETF(QQQ)$&nbsp;</a><v-v data-views=\"0\"></v-v>was flushing down.&nbsp; However, Tesla didn't disappoint and did a V-shape recovery. I didn't rush in, but insteadwait for the next leg breakout before gettingin calls.&nbsp; By carefully waiting for the right setup, I&nbsp;can trade both sides of the market. If you want to learn more about options, feelfree to follow me.&nbsp; Do note that this is for educational purposes and I'm just sharing my experience, t","listText":"I'm glad to gain a little profits the day before we celebrate our nation's birthday!&nbsp;[Happy]&nbsp; Green Arrow indicates buy. Red Arrow indicates sell. I bought <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>put at first when&nbsp;<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust-ETF(QQQ)$&nbsp;</a><v-v data-views=\"0\"></v-v>was flushing down.&nbsp; However, Tesla didn't disappoint and did a V-shape recovery. I didn't rush in, but insteadwait for the next leg breakout before gettingin calls.&nbsp; By carefully waiting for the right setup, I&nbsp;can trade both sides of the market. If you want to learn more about options, feelfree to follow me.&nbsp; Do note that this is for educational purposes and I'm just sharing my experience, t","text":"I'm glad to gain a little profits the day before we celebrate our nation's birthday! [Happy] Green Arrow indicates buy. Red Arrow indicates sell. I bought $Tesla Motors(TSLA)$ put at first when $Invesco QQQ Trust-ETF(QQQ)$ was flushing down. However, Tesla didn't disappoint and did a V-shape recovery. I didn't rush in, but insteadwait for the next leg breakout before gettingin calls. By carefully waiting for the right setup, I can trade both sides of the market. If you want to learn more about options, feelfree to follow me. Do note that this is for educational purposes and I'm just sharing my experience, t","images":[{"img":"https://community-static.tradeup.com/news/99fa783788c4cbc6b284c8028be65f94","width":"2360","height":"1640"},{"img":"https://community-static.tradeup.com/news/da0559ecafad1986f7ea8684175e7d85","width":"981","height":"1637"},{"img":"https://community-static.tradeup.com/news/fa0895df72fb489b6e2a7d255058b61f","width":"981","height":"1637"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206750641135816","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206514794307688,"gmtCreate":1691450529781,"gmtModify":1691450532899,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206514794307688","repostId":"206293701083296","repostType":1,"repost":{"id":206293701083296,"gmtCreate":1691374036283,"gmtModify":1691374212556,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Is AMC Back to Intrinsic Value?","htmlText":"AMC Entertainment Holdings Inc. (AMC) has been making headlines for its strong box-office performance and ongoing stock-conversion battle. As the company prepares to report its second-quarter results, investors are curious about the current valuation of the stock. I would like to&nbsp;assess whether <a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;is trading at a valued price or still expensive, taking into account recent developments, challenges, and analyst outlook. Background&nbsp; For new investors who never hear of AMC, here's a short background. AMC Entertainment Holdings (AMC) has been a prominent name in the entertainment industry, known for its chain of movie theaters worldwide. However, the company has faced significant chall","listText":"AMC Entertainment Holdings Inc. (AMC) has been making headlines for its strong box-office performance and ongoing stock-conversion battle. As the company prepares to report its second-quarter results, investors are curious about the current valuation of the stock. I would like to&nbsp;assess whether <a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;is trading at a valued price or still expensive, taking into account recent developments, challenges, and analyst outlook. Background&nbsp; For new investors who never hear of AMC, here's a short background. AMC Entertainment Holdings (AMC) has been a prominent name in the entertainment industry, known for its chain of movie theaters worldwide. However, the company has faced significant chall","text":"AMC Entertainment Holdings Inc. (AMC) has been making headlines for its strong box-office performance and ongoing stock-conversion battle. As the company prepares to report its second-quarter results, investors are curious about the current valuation of the stock. I would like to assess whether $AMC Entertainment(AMC)$ is trading at a valued price or still expensive, taking into account recent developments, challenges, and analyst outlook. Background For new investors who never hear of AMC, here's a short background. AMC Entertainment Holdings (AMC) has been a prominent name in the entertainment industry, known for its chain of movie theaters worldwide. However, the company has faced significant chall","images":[{"img":"https://community-static.tradeup.com/news/2e204146c1199ec44888dd979f0fd772","width":"393","height":"291"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206293701083296","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206514984210592,"gmtCreate":1691450521748,"gmtModify":1691450525146,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206514984210592","repostId":"206289494073512","repostType":1,"repost":{"id":206289494073512,"gmtCreate":1691378823115,"gmtModify":1691379553902,"author":{"id":"3527667647532483","authorId":"3527667647532483","name":"Option_Movers","avatar":"https://community-static.tradeup.com/news/165a4ccff157a147c5c40d359f9dc408","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667647532483","authorIdStr":"3527667647532483"},"themes":[],"title":"Option Movers | Apple and Amazon's Volume Doubles; Tupperware to $1?","htmlText":"Market OverviewWall Street closed lower on Friday (August 4) after a report of slowing U.S. labor market growth, and all three major indexes posted weekly losses as investors braced for more possible downside surprises a day after disappointing earnings from Apple.Regarding the options market, a total volume of 48,986,025 contracts was traded, up 25% from the previous trading day.Top 10 Option VolumesTop 10: <a href=\"https://ttm.financial/S/SPY\">$SPY(SPY)$</a>; <a href=\"https://ttm.financial/S/QQQ\">$QQQ(QQQ)$</a>; <a href=\"https://ttm.financial/S/AMZN\">$AMZN(AMZN)$</a>; <a href=\"https://ttm.financial/S/AAPL\">$AAPL(AAPL)$</a>; <a href=\"https://ttm.financial/S/TSLA\">$TSLA(TSLA)$</a>; <a href=\"https://ttm.financial/S/NVDA\">$NVDA(NVDA)$</a>; <a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>","listText":"Market OverviewWall Street closed lower on Friday (August 4) after a report of slowing U.S. labor market growth, and all three major indexes posted weekly losses as investors braced for more possible downside surprises a day after disappointing earnings from Apple.Regarding the options market, a total volume of 48,986,025 contracts was traded, up 25% from the previous trading day.Top 10 Option VolumesTop 10: <a href=\"https://ttm.financial/S/SPY\">$SPY(SPY)$</a>; <a href=\"https://ttm.financial/S/QQQ\">$QQQ(QQQ)$</a>; <a href=\"https://ttm.financial/S/AMZN\">$AMZN(AMZN)$</a>; <a href=\"https://ttm.financial/S/AAPL\">$AAPL(AAPL)$</a>; <a href=\"https://ttm.financial/S/TSLA\">$TSLA(TSLA)$</a>; <a href=\"https://ttm.financial/S/NVDA\">$NVDA(NVDA)$</a>; <a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>","text":"Market OverviewWall Street closed lower on Friday (August 4) after a report of slowing U.S. labor market growth, and all three major indexes posted weekly losses as investors braced for more possible downside surprises a day after disappointing earnings from Apple.Regarding the options market, a total volume of 48,986,025 contracts was traded, up 25% from the previous trading day.Top 10 Option VolumesTop 10: $SPY(SPY)$; $QQQ(QQQ)$; $AMZN(AMZN)$; $AAPL(AAPL)$; $TSLA(TSLA)$; $NVDA(NVDA)$; $AMD(AMD)$","images":[{"img":"https://community-static.tradeup.com/news/82d3914854402df04e19f645d0a6a852","width":"1079","height":"2377"},{"img":"https://community-static.tradeup.com/news/36ee8bef7463d46c4e49a3972a8b7c4e","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/c59f56f0de6995964d43a8f70525d4cb","width":"1602","height":"394"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206289494073512","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206515324661976,"gmtCreate":1691450511591,"gmtModify":1691450514797,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206515324661976","repostId":"206102293205136","repostType":1,"repost":{"id":206102293205136,"gmtCreate":1691333045556,"gmtModify":1691336626072,"author":{"id":"3527667646990931","authorId":"3527667646990931","name":"ETF Tracker","avatar":"https://community-static.tradeup.com/news/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667646990931","authorIdStr":"3527667646990931"},"themes":[],"title":"Regional Bank ETFs Surged in July! The Strongest Month in Performance Since 2016.","htmlText":"The U.S. Regional Bank Stock ETF is recovering from its plunge&nbsp;in early 2023, posting its biggest monthly gain since 2016 in July.U.S. regional bank stocks are recovering from their plunge&nbsp;in early 2023, with the KBW Nasdaq Regional Banks Index up 18% in July, which it the&nbsp;best month in performance since November 2016.In early 2023, regional bank stocks were hit hard&nbsp;after the sudden&nbsp;collapse&nbsp;of Silicon Valley Bank. The&nbsp;collapse&nbsp;sparked fears of a potential&nbsp;bank run elsewhere in the regional banking system. In order to ease the concern, the Federal Reserve adopted an emergency lending program in March to dispel&nbsp;those fears.The Fed's program boosted confidence by providing additional funds to&nbsp;ensure that banks could meet the needs of al","listText":"The U.S. Regional Bank Stock ETF is recovering from its plunge&nbsp;in early 2023, posting its biggest monthly gain since 2016 in July.U.S. regional bank stocks are recovering from their plunge&nbsp;in early 2023, with the KBW Nasdaq Regional Banks Index up 18% in July, which it the&nbsp;best month in performance since November 2016.In early 2023, regional bank stocks were hit hard&nbsp;after the sudden&nbsp;collapse&nbsp;of Silicon Valley Bank. The&nbsp;collapse&nbsp;sparked fears of a potential&nbsp;bank run elsewhere in the regional banking system. In order to ease the concern, the Federal Reserve adopted an emergency lending program in March to dispel&nbsp;those fears.The Fed's program boosted confidence by providing additional funds to&nbsp;ensure that banks could meet the needs of al","text":"The U.S. Regional Bank Stock ETF is recovering from its plunge in early 2023, posting its biggest monthly gain since 2016 in July.U.S. regional bank stocks are recovering from their plunge in early 2023, with the KBW Nasdaq Regional Banks Index up 18% in July, which it the best month in performance since November 2016.In early 2023, regional bank stocks were hit hard after the sudden collapse of Silicon Valley Bank. The collapse sparked fears of a potential bank run elsewhere in the regional banking system. In order to ease the concern, the Federal Reserve adopted an emergency lending program in March to dispel those fears.The Fed's program boosted confidence by providing additional funds to ensure that banks could meet the needs of al","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206102293205136","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202428399505576,"gmtCreate":1690459688166,"gmtModify":1690459692349,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"What BS..","listText":"What BS..","text":"What BS..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/202428399505576","repostId":"2354253913","repostType":2,"repost":{"id":"2354253913","kind":"highlight","pubTimestamp":1690472222,"share":"https://ttm.financial/m/news/2354253913?lang=&edition=fundamental","pubTime":"2023-07-27 23:37","market":"us","language":"en","title":"3 Risky Stocks to Avoid at All Costs in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2354253913","media":"InvestorPlace","summary":"These are the top stocks to avoid before the stock market rally starts to lose momentum and plateau this year.","content":"<html><head></head><body><ul><li><p>It’s best to avoid these top stocks before the stock market rally starts to lose momentum and plateau.</p></li><li><p><strong>C3.ai</strong> (<strong><u>AI</u></strong>): The AI buzzword can only fool people for so long.</p></li><li><p><strong>Palantir</strong> (<strong><u>PLTR</u></strong>): The growth is not impressive enough to justify the enormous premium.</p></li><li><p><strong>Eli Lilly</strong> (<strong><u>LLY</u></strong>): Product efficacy is in question, which is not acceptable with its current valuation.</p></li><li><p>Investors are better off ignoring the surrounding hype and avoiding these stocks altogether.</p></li></ul><p>It’s no secret that a few names have reached excessive valuations during the recent growth stocks rally. And so, they are overdue for a correction. Even if you think that AI will generate hundreds of billions in revenue within this decade, these stocks of AI-related businesses are trading far too ahead of the curve. Therefore, you can likely grab them for cheaper at a later date.</p><p>This rally now reminds me of the tech bubble of the 2000s. Certain stocks reached sky-high valuations, driven by speculation and ambitious growth targets despite delivering weak financial results. Don’t get me wrong. I have a lot of optimism for AI, but it is far from the level it needs to be to generate hundreds of billions in revenue.</p><p>It excels at many niche white-collar specialties, but treating some text-based large language models like Skynet from <em>The</em> <em>Terminator</em> is simply wrong. It isn’t a new phenomenon either. “AI” has already been around for years, just without the buzz  after ChatGPT’s release.</p><p>Considering that, we’ll look at the stocks to avoid this bubble. Finally, I wouldn’t include <strong>Nvidia</strong> (NASDAQ:<strong>NVDA</strong>) in this list, as I’ve already done so in many of my recent articles. I recommend reading this article to understand why I consider NVDA a sell also.</p><h2 id=\"id_3563830187\">C3.ai (AI)</h2><p>Many hail <strong>C3.ai</strong> (NYSE: <strong>AI</strong>) as a leading company in the artificial intelligence sector. A so, they invest in the company without even knowing what it does, all thanks to the AI ticker.</p><p>Unfortunately, the truth is that most of these investors who fall victim to this stock can’t even name a single product the company offers. Other AI companies actually have working products that are both popular and unique. In contrast, C3.ai brings nothing new to the table regarding AI. It simply has marketing.</p><p>I will ignore this company’s horrible financials and move on to what actually brings in the dollars to its top line. </p><p>“C3.ai…has a pattern of exaggerated business claims and is using multiple strategic partnerships with well-known companies such as Baker Hughes, Hewlett Packard Enterprises, Microsoft, Google, and Intel to project an aura as a successful enterprise artificial intelligence platform with limitless growth,” Investment researcher Spruce Point explains. “In reality, we believe C3 has failed to gain broad market acceptance, is on its third rebrand, and its revenues are being propped up by an aggressively managed and struggling strategic partnership with Baker Hughes amounting to &gt;30% of sales.”</p><p>Plus, if you go to the company’s website, you will find lots of marketing videos about partnerships with many companies. But how big are these partnerships? The truth is — not much at all. </p><p>Another odd thing I’d like to mention is that C3.ai counts customer engagements as “customers.” If a partner uses two of its products, this company will count them as two customers, but that’s just the tip of the iceberg.</p><p>Sell the stock before it pops.</p><h2 id=\"id_3140173157\">Palantir (PLTR)</h2><p><strong>Palantir</strong> (NYSE: <strong>PLTR</strong>) is another company on board the AI hype train. It has surged over 125% since its trough in May and now trades at an exorbitant forward price-to-earnings ratio of 78 times.</p><p>Even if you take all the AI speculation as true, paying $16.5 per share of Palantir is excessive. And yet, the company looks priced for perfection. I would not pay a dime above $10, even if it manages to sustain 20% year-over-year sales growth for the next five years.</p><p>The average analyst feels the same here, and the consensus price target is $11.4, implying a 31% downside risk. Moreover, Palantir’s insiders have been dumping the stock. There were 17 insider selling transactions and no insider buying over the past three months. In fact, 3,271,619 shares were sold. Count PLTR as one of the top stocks to avoid.</p><h2 id=\"id_3645307243\">Eli Lilly (LLY)</h2><p>While most stocks to avoid would be in the AI sector, <strong>Eli Lilly</strong> (NYSE: <strong>LLY</strong>) is an exception. Another exception is that I like the business, but that doesn’t mean I have to like the stock too.</p><p>LLY stock is quite expensive at 52 times forward earnings, and that premium is unjustified. Companies in the pharmaceutical or biotech industries are hazardous. And paying this premium for LLY completely disregards what potentially could go sideways.</p><p>I admit that there are a lot of catalysts ahead in favor of Eli Lilly. Namely, these catalysts include weight loss drugs and its Alzheimer’s pipeline. However, these catalysts are all priced in this range.</p><p>On the other hand, not all these clinical trials show a rosy picture.</p><p>Lane Simonian, an analyst with over a decade of Alzheimer’s disease research, pointed out that “…Eli Lilly’s Alzheimer’s drugs have shown little efficacy, particularly in non-APOE4 carriers.” That’s not all.</p><p>“The companies recast the data to suggest non-carriers benefitted more from their drugs, but in reality, non-carriers benefitted least as they often have little to no amyloid in their brains,” Simonian said.</p><p>Any risk or doubt about the company’s product efficacy is problematic at this price range. This places LLY among the stocks to avoid.</p></body></html>","source":"investorplace_stock_picks","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 Risky Stocks to Avoid at All Costs in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Risky Stocks to Avoid at All Costs in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-27 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/07/3-risky-stocks-to-avoid-at-all-costs-in-2023/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s best to avoid these top stocks before the stock market rally starts to lose momentum and plateau.C3.ai (AI): The AI buzzword can only fool people for so long.Palantir (PLTR): The growth is not ...</p>\n\n<a href=\"https://investorplace.com/2023/07/3-risky-stocks-to-avoid-at-all-costs-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LLY":"礼来","AI":"C3.ai, Inc.","PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2023/07/3-risky-stocks-to-avoid-at-all-costs-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2354253913","content_text":"It’s best to avoid these top stocks before the stock market rally starts to lose momentum and plateau.C3.ai (AI): The AI buzzword can only fool people for so long.Palantir (PLTR): The growth is not impressive enough to justify the enormous premium.Eli Lilly (LLY): Product efficacy is in question, which is not acceptable with its current valuation.Investors are better off ignoring the surrounding hype and avoiding these stocks altogether.It’s no secret that a few names have reached excessive valuations during the recent growth stocks rally. And so, they are overdue for a correction. Even if you think that AI will generate hundreds of billions in revenue within this decade, these stocks of AI-related businesses are trading far too ahead of the curve. Therefore, you can likely grab them for cheaper at a later date.This rally now reminds me of the tech bubble of the 2000s. Certain stocks reached sky-high valuations, driven by speculation and ambitious growth targets despite delivering weak financial results. Don’t get me wrong. I have a lot of optimism for AI, but it is far from the level it needs to be to generate hundreds of billions in revenue.It excels at many niche white-collar specialties, but treating some text-based large language models like Skynet from The Terminator is simply wrong. It isn’t a new phenomenon either. “AI” has already been around for years, just without the buzz  after ChatGPT’s release.Considering that, we’ll look at the stocks to avoid this bubble. Finally, I wouldn’t include Nvidia (NASDAQ:NVDA) in this list, as I’ve already done so in many of my recent articles. I recommend reading this article to understand why I consider NVDA a sell also.C3.ai (AI)Many hail C3.ai (NYSE: AI) as a leading company in the artificial intelligence sector. A so, they invest in the company without even knowing what it does, all thanks to the AI ticker.Unfortunately, the truth is that most of these investors who fall victim to this stock can’t even name a single product the company offers. Other AI companies actually have working products that are both popular and unique. In contrast, C3.ai brings nothing new to the table regarding AI. It simply has marketing.I will ignore this company’s horrible financials and move on to what actually brings in the dollars to its top line. “C3.ai…has a pattern of exaggerated business claims and is using multiple strategic partnerships with well-known companies such as Baker Hughes, Hewlett Packard Enterprises, Microsoft, Google, and Intel to project an aura as a successful enterprise artificial intelligence platform with limitless growth,” Investment researcher Spruce Point explains. “In reality, we believe C3 has failed to gain broad market acceptance, is on its third rebrand, and its revenues are being propped up by an aggressively managed and struggling strategic partnership with Baker Hughes amounting to >30% of sales.”Plus, if you go to the company’s website, you will find lots of marketing videos about partnerships with many companies. But how big are these partnerships? The truth is — not much at all. Another odd thing I’d like to mention is that C3.ai counts customer engagements as “customers.” If a partner uses two of its products, this company will count them as two customers, but that’s just the tip of the iceberg.Sell the stock before it pops.Palantir (PLTR)Palantir (NYSE: PLTR) is another company on board the AI hype train. It has surged over 125% since its trough in May and now trades at an exorbitant forward price-to-earnings ratio of 78 times.Even if you take all the AI speculation as true, paying $16.5 per share of Palantir is excessive. And yet, the company looks priced for perfection. I would not pay a dime above $10, even if it manages to sustain 20% year-over-year sales growth for the next five years.The average analyst feels the same here, and the consensus price target is $11.4, implying a 31% downside risk. Moreover, Palantir’s insiders have been dumping the stock. There were 17 insider selling transactions and no insider buying over the past three months. In fact, 3,271,619 shares were sold. Count PLTR as one of the top stocks to avoid.Eli Lilly (LLY)While most stocks to avoid would be in the AI sector, Eli Lilly (NYSE: LLY) is an exception. Another exception is that I like the business, but that doesn’t mean I have to like the stock too.LLY stock is quite expensive at 52 times forward earnings, and that premium is unjustified. Companies in the pharmaceutical or biotech industries are hazardous. And paying this premium for LLY completely disregards what potentially could go sideways.I admit that there are a lot of catalysts ahead in favor of Eli Lilly. Namely, these catalysts include weight loss drugs and its Alzheimer’s pipeline. However, these catalysts are all priced in this range.On the other hand, not all these clinical trials show a rosy picture.Lane Simonian, an analyst with over a decade of Alzheimer’s disease research, pointed out that “…Eli Lilly’s Alzheimer’s drugs have shown little efficacy, particularly in non-APOE4 carriers.” That’s not all.“The companies recast the data to suggest non-carriers benefitted more from their drugs, but in reality, non-carriers benefitted least as they often have little to no amyloid in their brains,” Simonian said.Any risk or doubt about the company’s product efficacy is problematic at this price range. This places LLY among the stocks to avoid.","news_type":1},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":200225705369872,"gmtCreate":1689917627023,"gmtModify":1689917631443,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Pls sell it to me. Freaking dumb from the so call \"analyst\"","listText":"Pls sell it to me. Freaking dumb from the so call \"analyst\"","text":"Pls sell it to me. Freaking dumb from the so call \"analyst\"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/200225705369872","repostId":"2353078535","repostType":2,"repost":{"id":"2353078535","kind":"highlight","pubTimestamp":1689917315,"share":"https://ttm.financial/m/news/2353078535?lang=&edition=fundamental","pubTime":"2023-07-21 13:28","market":"us","language":"en","title":"Tesla's Big Short: Tesla Stock Is Worth Just $26 Per Share","url":"https://stock-news.laohu8.com/highlight/detail?id=2353078535","media":"Fortune","summary":"Shares of Tesla sank more than 9% on Thursday after the company reported mixed results for the second quarter. Now, some Wall Street analysts are making the case that it's just the beginning of a nigh","content":"<html><head></head><body><p>Shares of Tesla sank nearly 10% on Thursday after the company reported mixed results for the second quarter. Now, some Wall Street analysts are making the case that it&#39;s just the beginning of a nightmare for Elon Musk and company.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e36a0e75116f0d99a67b1613cfc60eeb\" title=\"Tesla CEO Elon Musk\" tg-width=\"1440\" tg-height=\"960\"/><span>Tesla CEO Elon Musk</span></p><p>David Trainer, CEO of the investment research firm New Constructs, believes Tesla is worth just $26 per share after its latest earnings showed deteriorating margins and waning demand. That’s roughly a tenth of the EV giant’s Thursday closing price.</p><p>“Tesla’s (TSLA) second quarter earnings confirm our view that the stock is one of the most overvalued stocks in the market,” the veteran analyst wrote in a Thursday note. </p><p>Although Tesla managed to beat Wall Street’s consensus estimates for the second quarter, reporting revenue of $24.9 billion compared to the forecasted $24.51 billion (and adjusted earnings-per-share of $0.91 against the estimated $0.81), margins came under pressure.</p><p>Tesla&#39;s gross profit margin fell from its fourth quarter 2022 peak of 24% to just 18.2% last quarter, slightly below Wall Street’s consensus estimate for 18.8%. Musk also signaled that third quarter EV production will be down slightly, hinted that more price cuts could be on the way, and flagged an unpredictable economy in the company’s earnings call.</p><p>Tesla has slashed prices on some of its most popular EV models over the past year in an attempt to fight off rising competition and economic headwinds, but the move has some analysts concerned about the firm’s ability to maintain profitability. </p><p>Despite the warnings from bears on Wall Street, Tesla stock has jumped more than 140% year-to-date, recovering from a brutal 2022 where tech and growth stocks were hammered by rising interest rates. </p><p>After more than a year of recession predictions from economists have failed to materialize, many investors have been anticipating a soft landing for the U.S. economy and pricing in a new bull market for tech shares like Tesla, but David Trainer warned that could be a mistake.</p><p>“Tesla’s stock has been rising this year amid a sudden shift in overall market sentiment, with many investors now pricing in a soft landing scenario after a brutal past year of Federal Reserve rate hikes,” he said. “But the shift in market sentiment doesn’t change the fact that Tesla’s stock fundamentals are completely disconnected from reality.”</p><h2 id=\"id_22581469\">5 reasons to be bearish</h2><p>Trainer, whose firm is known for its focus on analyzing corporate fundamentals such as cash flow and profit margins, laid out five main reasons why he’s bearish on Tesla shares Thursday.</p><p>First, he warned that demand for Tesla EVs has become an issue amid rising competition and consistent inflation. Tesla has now produced more vehicles than it sold for five consecutive quarters, and there are hundreds of up and coming EV models set to hit the market over the next few years. </p><p>The only solution to this demand problem is price cuts, Trainer argued, and that brings us to his second key concern—margins. As previously mentioned, Tesla’s gross margins have dropped significantly in the past few quarters due to consistent price cuts and rising costs. And “should demand for EVs slow, Tesla could find itself with higher than wanted inventory levels, which could lead to further price cuts and additional pressure on already falling margins,” Trainer warned.</p><p>Third, Trainer said Tesla is in the middle of a “massive cash burn,” noting that the company has had negative free cash flow—a measure of the amount of cash a company has left after paying its operating expenses and capital expenditures—in all but one year of its existence as a public company (2019).</p><p>“Despite Tesla’s top line growth, it continues to burn massive amounts of cash. Over the past five years, Tesla has burned a cumulative $4.2 billion in free cash flow (FCF), including $3.6 billion over the trailing-twelve months (TTM) alone,” he wrote. </p><p>Fourth, Trainer argued that Tesla bulls rely on lofty estimates for the firm’s full-self driving business and EV charging network in order to value the company, but these business segments “aren’t material” to the bottom line at the moment as some 86% of Tesla’s revenues come from selling cars.</p><p>“Bulls have long argued that Tesla isn’t just an automaker, but rather a technology company with multiple verticals such as insurance, solar power, housing, and, yes, robots. We’ve long refuted these bull dreams,” he wrote. “Regardless of the promises of developing multiple business lines, Tesla’s business remains concentrated in its auto segment.”</p><p>Finally, Trainer believes that with price cuts weighing on margins, and competition from legacy automakers heating up, Tesla’s current valuation just doesn’t make sense. “While Tesla is profitable, its profits are nowhere near the levels needed to justify its current valuation,” he explained.</p><p>Tesla currently trades at roughly 80 times forward earnings compared to just over 25 times forward earnings for tech companies within the S&amp;P 500. </p><p>To determine a more accurate valuation for Tesla, Trainer and his team used a reverse discounted cash flow (DCF) model—a valuation method that estimates the level of future cash flows or profits that would be required to justify a company’s current stock price.</p><p>Using this model they found that Tesla would need to achieve a nearly unprecedented 129% return on invested capital (ROIC) and become more than twice as profitable as Apple by 2032 in order to justify its current share price. </p><p>For reference, Tesla’s trailing twelve month ROIC is just 24%, according to Morningstar data, and although the company earned a record profit of $12.6 billion last year, that was still dwarfed by Apple’s $99.8 billion profit. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e70b4d8695bab0f6c39309ed7d8639a\" title=\"\" tg-width=\"1024\" tg-height=\"547\"/></p><p>“We aim to provide inarguably best-case scenarios for assessing the expectations for future market share and profits reflected in Tesla’s stock market valuation,” Trainer wrote. “Even doing so, we find that Tesla is significantly overvalued.”</p><h2 id=\"id_2572859896\">The bull case</h2><p>Of course, for every bear, there’s a bull—and Tesla has its fair share of bulls. Take Wedbush’s top tech analyst Dan Ives, for example. Ives saw Tesla’s second quarter earnings in a very different light than Trainer and the bears. </p><p>He argued in a Thursday note that Tesla’s gross margins, which Trainer fears will continue to fall, are in &#34;stabilization mode,&#34; Musk’s price cuts have helped boost demand for Tesla’s EVs, and the company’s full self-driving (FSD) A.I. technology and EV charging network will help boost profits for years to come.</p><p>“This is the ‘golden vision’ as Tesla is now monetizing its supercharger network with batteries and AI/FSD next adding to the sum-of-the-parts story for Tesla,” he wrote in a Thursday note, reiterating his buy-equivalent “outperform” rating and raising his 12-month price target from $300 to $350.  </p><p>Ives&#39; comments echo those of Musk, who argued Thursday that recent price cuts are leading to “minor” and “short-term” variances in gross margin, but ultimately FSD will be the real money maker. “Autonomy will make all of these numbers look silly,” the billionaire said.</p><p>And while Trainer warned that Tesla would need to make nearly twice Apple’s current profits in order to justify its current valuation by 2032, Ives doesn’t see that as being so outlandish.</p><p>“In a nutshell, we view Tesla where Apple was in the 2008/2009 period as Cupertino was just starting to monetize its services and golden ecosystem with the Street not seeing the broader golden vision at the time,” he said. “We view this quarter as a major step in the right direction as Tesla is playing chess while others play checkers.”</p></body></html>","source":"lsy1618285953446","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's Big Short: Tesla Stock Is Worth Just $26 Per Share</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's Big Short: Tesla Stock Is Worth Just $26 Per Share\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-21 13:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://fortune.com/2023/07/20/tesla-stock-price-outlook-most-overvalued-worth-tenth-current-share-price-new-constructs-david-trainer/><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Tesla sank nearly 10% on Thursday after the company reported mixed results for the second quarter. Now, some Wall Street analysts are making the case that it's just the beginning of a ...</p>\n\n<a href=\"https://fortune.com/2023/07/20/tesla-stock-price-outlook-most-overvalued-worth-tenth-current-share-price-new-constructs-david-trainer/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4231":"零售房地产信托","BK4551":"寇图资本持仓","BK4574":"无人驾驶","TSLA":"特斯拉","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4581":"高盛持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1548497426.USD":"安联环球人工智能AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4585":"ETF&股票定投概念","LU2063271972.USD":"富兰克林创新领域基金","BK4555":"新能源车","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4211":"区域性银行","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4080":"零售业房地产投资信托","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4527":"明星科技股","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4588":"碎股","BK4550":"红杉资本持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"https://fortune.com/2023/07/20/tesla-stock-price-outlook-most-overvalued-worth-tenth-current-share-price-new-constructs-david-trainer/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2353078535","content_text":"Shares of Tesla sank nearly 10% on Thursday after the company reported mixed results for the second quarter. Now, some Wall Street analysts are making the case that it's just the beginning of a nightmare for Elon Musk and company.Tesla CEO Elon MuskDavid Trainer, CEO of the investment research firm New Constructs, believes Tesla is worth just $26 per share after its latest earnings showed deteriorating margins and waning demand. That’s roughly a tenth of the EV giant’s Thursday closing price.“Tesla’s (TSLA) second quarter earnings confirm our view that the stock is one of the most overvalued stocks in the market,” the veteran analyst wrote in a Thursday note. Although Tesla managed to beat Wall Street’s consensus estimates for the second quarter, reporting revenue of $24.9 billion compared to the forecasted $24.51 billion (and adjusted earnings-per-share of $0.91 against the estimated $0.81), margins came under pressure.Tesla's gross profit margin fell from its fourth quarter 2022 peak of 24% to just 18.2% last quarter, slightly below Wall Street’s consensus estimate for 18.8%. Musk also signaled that third quarter EV production will be down slightly, hinted that more price cuts could be on the way, and flagged an unpredictable economy in the company’s earnings call.Tesla has slashed prices on some of its most popular EV models over the past year in an attempt to fight off rising competition and economic headwinds, but the move has some analysts concerned about the firm’s ability to maintain profitability. Despite the warnings from bears on Wall Street, Tesla stock has jumped more than 140% year-to-date, recovering from a brutal 2022 where tech and growth stocks were hammered by rising interest rates. After more than a year of recession predictions from economists have failed to materialize, many investors have been anticipating a soft landing for the U.S. economy and pricing in a new bull market for tech shares like Tesla, but David Trainer warned that could be a mistake.“Tesla’s stock has been rising this year amid a sudden shift in overall market sentiment, with many investors now pricing in a soft landing scenario after a brutal past year of Federal Reserve rate hikes,” he said. “But the shift in market sentiment doesn’t change the fact that Tesla’s stock fundamentals are completely disconnected from reality.”5 reasons to be bearishTrainer, whose firm is known for its focus on analyzing corporate fundamentals such as cash flow and profit margins, laid out five main reasons why he’s bearish on Tesla shares Thursday.First, he warned that demand for Tesla EVs has become an issue amid rising competition and consistent inflation. Tesla has now produced more vehicles than it sold for five consecutive quarters, and there are hundreds of up and coming EV models set to hit the market over the next few years. The only solution to this demand problem is price cuts, Trainer argued, and that brings us to his second key concern—margins. As previously mentioned, Tesla’s gross margins have dropped significantly in the past few quarters due to consistent price cuts and rising costs. And “should demand for EVs slow, Tesla could find itself with higher than wanted inventory levels, which could lead to further price cuts and additional pressure on already falling margins,” Trainer warned.Third, Trainer said Tesla is in the middle of a “massive cash burn,” noting that the company has had negative free cash flow—a measure of the amount of cash a company has left after paying its operating expenses and capital expenditures—in all but one year of its existence as a public company (2019).“Despite Tesla’s top line growth, it continues to burn massive amounts of cash. Over the past five years, Tesla has burned a cumulative $4.2 billion in free cash flow (FCF), including $3.6 billion over the trailing-twelve months (TTM) alone,” he wrote. Fourth, Trainer argued that Tesla bulls rely on lofty estimates for the firm’s full-self driving business and EV charging network in order to value the company, but these business segments “aren’t material” to the bottom line at the moment as some 86% of Tesla’s revenues come from selling cars.“Bulls have long argued that Tesla isn’t just an automaker, but rather a technology company with multiple verticals such as insurance, solar power, housing, and, yes, robots. We’ve long refuted these bull dreams,” he wrote. “Regardless of the promises of developing multiple business lines, Tesla’s business remains concentrated in its auto segment.”Finally, Trainer believes that with price cuts weighing on margins, and competition from legacy automakers heating up, Tesla’s current valuation just doesn’t make sense. “While Tesla is profitable, its profits are nowhere near the levels needed to justify its current valuation,” he explained.Tesla currently trades at roughly 80 times forward earnings compared to just over 25 times forward earnings for tech companies within the S&P 500. To determine a more accurate valuation for Tesla, Trainer and his team used a reverse discounted cash flow (DCF) model—a valuation method that estimates the level of future cash flows or profits that would be required to justify a company’s current stock price.Using this model they found that Tesla would need to achieve a nearly unprecedented 129% return on invested capital (ROIC) and become more than twice as profitable as Apple by 2032 in order to justify its current share price. For reference, Tesla’s trailing twelve month ROIC is just 24%, according to Morningstar data, and although the company earned a record profit of $12.6 billion last year, that was still dwarfed by Apple’s $99.8 billion profit. “We aim to provide inarguably best-case scenarios for assessing the expectations for future market share and profits reflected in Tesla’s stock market valuation,” Trainer wrote. “Even doing so, we find that Tesla is significantly overvalued.”The bull caseOf course, for every bear, there’s a bull—and Tesla has its fair share of bulls. Take Wedbush’s top tech analyst Dan Ives, for example. Ives saw Tesla’s second quarter earnings in a very different light than Trainer and the bears. He argued in a Thursday note that Tesla’s gross margins, which Trainer fears will continue to fall, are in \"stabilization mode,\" Musk’s price cuts have helped boost demand for Tesla’s EVs, and the company’s full self-driving (FSD) A.I. technology and EV charging network will help boost profits for years to come.“This is the ‘golden vision’ as Tesla is now monetizing its supercharger network with batteries and AI/FSD next adding to the sum-of-the-parts story for Tesla,” he wrote in a Thursday note, reiterating his buy-equivalent “outperform” rating and raising his 12-month price target from $300 to $350.  Ives' comments echo those of Musk, who argued Thursday that recent price cuts are leading to “minor” and “short-term” variances in gross margin, but ultimately FSD will be the real money maker. “Autonomy will make all of these numbers look silly,” the billionaire said.And while Trainer warned that Tesla would need to make nearly twice Apple’s current profits in order to justify its current valuation by 2032, Ives doesn’t see that as being so outlandish.“In a nutshell, we view Tesla where Apple was in the 2008/2009 period as Cupertino was just starting to monetize its services and golden ecosystem with the Street not seeing the broader golden vision at the time,” he said. “We view this quarter as a major step in the right direction as Tesla is playing chess while others play checkers.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196945067438112,"gmtCreate":1689118182406,"gmtModify":1689118185709,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Joke article","listText":"Joke article","text":"Joke article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196945067438112","repostId":"2350813629","repostType":2,"repost":{"id":"2350813629","kind":"highlight","pubTimestamp":1689089413,"share":"https://ttm.financial/m/news/2350813629?lang=&edition=fundamental","pubTime":"2023-07-11 23:30","market":"us","language":"en","title":"1 FAANG Stock That's a Surefire Buy in July and 1 to Avoid Like the Plague","url":"https://stock-news.laohu8.com/highlight/detail?id=2350813629","media":"Motley Fool","summary":"Investors have been taken on quite the ride by Wall Street over the past two years. They've seen the major stock indexes claim all-time highs, hurtle into a bear market, and now bounce back at a feroc","content":"<html><head></head><body><p>Investors have been taken on quite the ride by Wall Street over the past two years. They&#39;ve seen the major stock indexes claim all-time highs, hurtle into a bear market, and now bounce back at a ferocious pace.</p><p>As is standard when stock market volatility picks up, investors have responded by gravitating to the FAANG stocks.</p><p>When I refer to &#34;FAANG,&#34; I&#39;m talking about:</p><ul><li><p>Facebook, which is now a subsidiary of <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></strong></p></li><li><p><strong>Apple</strong></p></li><li><p><strong>Amazon</strong></p></li><li><p><strong>Netflix</strong></p></li><li><p>Google, which is now a subsidiary of <strong>Alphabet</strong></p></li></ul><p>The FAANGs are industry-leading businesses that have crushed the broader market over the trailing-10-year period. Whereas the benchmark <strong>S&amp;P 500</strong> is up by a respectable 170% over the trailing decade, Alphabet (Class A shares, GOOGL), Amazon, Meta Platforms, Apple, and Netflix are respectively higher by 438%, 798%, 1,100%, 1,190%, and 1,260% over the same period.</p><p>These are also companies with seemingly sustained catalysts and massive moats.</p><ul><li><p>Meta Platforms&#39; social media real estate is unrivaled, with 3.81 billion monthly active users visiting its family of apps during the March-ended quarter.</p></li><li><p>Apple accounts for around half of all U.S. smartphone market share and has the most impressive capital-return program on the planet.</p></li><li><p>Amazon&#39;s e-commerce marketplace brings in approximately $0.40 of every $1 spent in U.S. online retail sales.</p></li><li><p>Netflix pivoted its first-mover advantages in the streaming space into the No. 1 share in domestic and international markets.</p></li><li><p>Alphabet&#39;s internet search engine, Google, is responsible for nearly 93% of worldwide search share.</p></li></ul><p>Despite being industry leaders and outperformers, no two FAANG stocks are the same. As we move into July, one FAANG remains historically inexpensive and offers abundant upside, while another looks entirely avoidable.</p><h2 id=\"id_2224641185\">The FAANG stock that&#39;s a surefire buy in July: Amazon</h2><p>Among the FAANGs, it&#39;s e-commerce behemoth Amazon that stands out as a surefire buy for patient investors in July.</p><p>As with all stocks, Amazon does have headwinds it&#39;s contending with. For example, numerous economic indicators suggest there&#39;s an above-average likelihood of a U.S. recession taking shape in the coming months or quarters. Amazon generates a lot of its revenue from its online marketplace. During recessions, it&#39;s normal for consumer and enterprise buying activity to slow, which would undoubtedly be bad news for the company&#39;s online retail sales.</p><p>The other big challenge for Amazon is that it&#39;s not cheap in the traditional sense of the word. Amazon&#39;s management team has always been big on reinvesting back into the business, which comes at a cost to the company&#39;s bottom line. Investors tend to pay closer attention to valuation during and immediately after a bear market.</p><p>While both of these headwinds are tangible and shouldn&#39;t be swept under the rug, neither makes a particularly strong case to avoid Amazon. If investors do a bit of digging into what&#39;s really spinning the wheels for this company, there&#39;s a good chance they&#39;ll see the same value I do.</p><p>Perhaps the most overlooked aspect of Amazon is that its top revenue segment -- the e-commerce marketplace -- is of relatively low importance to its cash flow generation. What&#39;s far more important for Amazon is that its three <em>significantly</em> higher-margin ancillary divisions are firing on all cylinders.</p><p>For instance, Amazon Web Services (AWS) is the world&#39;s No. 1 cloud infrastructure service provider, with a 32% share in the March-ended quarter, according to estimates from Canalys.  Enterprise cloud spending is still in its early stages and offers sustained double-digit growth potential. More importantly, cloud service margins can run circles around online retail margins. Despite accounting for roughly a sixth of Amazon&#39;s net sales, AWS regularly generates the lion&#39;s share of the company&#39;s operating income.</p><p>The same can be said for subscriptions services, which is another sustainably fast-growing, cash-cow segment for Amazon. More than 200 million people worldwide have signed up for Prime, as of April 2021, and this figure has more than likely increased since Amazon landed the exclusive rights to <em>Thursday Night Football</em>.</p><p>Advertising services is the third segment of importance. Amazon is one of the most-trafficked websites on the planet, making it a logical target for advertisers wanting to target users. Over the past six reported quarters (Q4 2021-Q1 2023), advertising services have grown by no less than 21% on a year-over-year, currency-neutral basis. </p><p>The key point here is that cash flow matters far more to Amazon&#39;s future any other metric. During the 2010s, Amazon closed out every year trading at 23 to 37 times its cash flow. By comparison, investors can purchase shares of Amazon right now for 17 times consensus cash flow for 2023, 13 times forecast cash flow for 2024, and roughly 9 times projected cash flow for 2026. Amazon&#39;s stock is cheaper than it&#39;s ever been.</p><h2 id=\"id_1275825443\">The FAANG stock to avoid like the plague in July: Apple</h2><p>However, not all FAANG stocks are necessarily going to be winners. Although tech stock Apple powered through the $3 trillion market cap mark to close out the first half of the year, it&#39;s the FAANG stock that&#39;s worth avoiding like the plague in July.</p><p>To be clear, a company doesn&#39;t reach a $3 trillion valuation by accident. Apple has had plenty of catalysts working in its favor for quite some time. As noted, it&#39;s the undisputed leader in smartphone sales in the United States. Since introducing a 5G-capable iPhone, Apple has seen its quarterly share of U.S. smartphone sales jump to as much as 60%.</p><p>Apple is also making significant headway with its services segment. CEO Tim Cook is overseeing a natural evolution of Apple&#39;s operations that should further increase customer loyalty, improve the company&#39;s operating margin over time, and somewhat minimize the sales fluctuations observed during major iPhone replacement cycles.</p><p>However, it&#39;s pretty much impossible to pitch Apple as a good value at the moment given what we&#39;re seeing in the company&#39;s quarterly operating results and its guidance.</p><p>From the start of 2013 through 2018, investors had the opportunity to buy shares of Apple for between 10 and 15 times forward-year earnings. With Apple averaging a double-digit growth rate and its iPhones flying off store shelves, this proved to be a phenomenal deal.</p><p>At the moment, investors would have to pay 31 times Wall Street&#39;s consensus earnings for fiscal 2023 (Apple&#39;s fiscal year ends in late September) and a multiple of 28 times forward-year earnings to own shares of the United States&#39; largest publicly traded company. The kicker is Apple&#39;s sales and profits are both slated to decline by around 2% in fiscal 2023 -- even <em>with</em> the help of above-average inflation.</p><p>Apple&#39;s issues are twofold. First, personal-computing sales have fallen off a cliff as life returns to some semblance of normal following the worst of the COVID-19 pandemic. Sales of Mac in the first half of fiscal 2023 are down nearly 30%. Secondly, Apple&#39;s iPhone 14 didn&#39;t ramp as expected, with iPhone sales $5.1 billion below where they were at this time last year. </p><p>To build on the above, Apple&#39;s recently introduced virtual reality glasses, known as the Vision Pro, may disappoint. According to a report from <em>The Financial Times</em>, two people familiar with the company, along with Apple&#39;s Chinese manufacturer, told FT that it only plans to produce 400,000 units instead of the 1 million units it had hoped to sell. </p><p>It&#39;s been a long time since Apple was as fundamentally unattractive as it is now, which is what makes it an easy avoid in July.</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>1 FAANG Stock That's a Surefire Buy in July and 1 to Avoid Like the Plague</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\">\n1 FAANG Stock That's a Surefire Buy in July and 1 to Avoid Like the Plague\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-11 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/07/10/1-faang-stock-surefire-buy-in-july-and-1-to-avoid/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors have been taken on quite the ride by Wall Street over the past two years. They've seen the major stock indexes claim all-time highs, hurtle into a bear market, and now bounce back at a ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/07/10/1-faang-stock-surefire-buy-in-july-and-1-to-avoid/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2023/07/10/1-faang-stock-surefire-buy-in-july-and-1-to-avoid/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2350813629","content_text":"Investors have been taken on quite the ride by Wall Street over the past two years. They've seen the major stock indexes claim all-time highs, hurtle into a bear market, and now bounce back at a ferocious pace.As is standard when stock market volatility picks up, investors have responded by gravitating to the FAANG stocks.When I refer to \"FAANG,\" I'm talking about:Facebook, which is now a subsidiary of Meta PlatformsAppleAmazonNetflixGoogle, which is now a subsidiary of AlphabetThe FAANGs are industry-leading businesses that have crushed the broader market over the trailing-10-year period. Whereas the benchmark S&P 500 is up by a respectable 170% over the trailing decade, Alphabet (Class A shares, GOOGL), Amazon, Meta Platforms, Apple, and Netflix are respectively higher by 438%, 798%, 1,100%, 1,190%, and 1,260% over the same period.These are also companies with seemingly sustained catalysts and massive moats.Meta Platforms' social media real estate is unrivaled, with 3.81 billion monthly active users visiting its family of apps during the March-ended quarter.Apple accounts for around half of all U.S. smartphone market share and has the most impressive capital-return program on the planet.Amazon's e-commerce marketplace brings in approximately $0.40 of every $1 spent in U.S. online retail sales.Netflix pivoted its first-mover advantages in the streaming space into the No. 1 share in domestic and international markets.Alphabet's internet search engine, Google, is responsible for nearly 93% of worldwide search share.Despite being industry leaders and outperformers, no two FAANG stocks are the same. As we move into July, one FAANG remains historically inexpensive and offers abundant upside, while another looks entirely avoidable.The FAANG stock that's a surefire buy in July: AmazonAmong the FAANGs, it's e-commerce behemoth Amazon that stands out as a surefire buy for patient investors in July.As with all stocks, Amazon does have headwinds it's contending with. For example, numerous economic indicators suggest there's an above-average likelihood of a U.S. recession taking shape in the coming months or quarters. Amazon generates a lot of its revenue from its online marketplace. During recessions, it's normal for consumer and enterprise buying activity to slow, which would undoubtedly be bad news for the company's online retail sales.The other big challenge for Amazon is that it's not cheap in the traditional sense of the word. Amazon's management team has always been big on reinvesting back into the business, which comes at a cost to the company's bottom line. Investors tend to pay closer attention to valuation during and immediately after a bear market.While both of these headwinds are tangible and shouldn't be swept under the rug, neither makes a particularly strong case to avoid Amazon. If investors do a bit of digging into what's really spinning the wheels for this company, there's a good chance they'll see the same value I do.Perhaps the most overlooked aspect of Amazon is that its top revenue segment -- the e-commerce marketplace -- is of relatively low importance to its cash flow generation. What's far more important for Amazon is that its three significantly higher-margin ancillary divisions are firing on all cylinders.For instance, Amazon Web Services (AWS) is the world's No. 1 cloud infrastructure service provider, with a 32% share in the March-ended quarter, according to estimates from Canalys.  Enterprise cloud spending is still in its early stages and offers sustained double-digit growth potential. More importantly, cloud service margins can run circles around online retail margins. Despite accounting for roughly a sixth of Amazon's net sales, AWS regularly generates the lion's share of the company's operating income.The same can be said for subscriptions services, which is another sustainably fast-growing, cash-cow segment for Amazon. More than 200 million people worldwide have signed up for Prime, as of April 2021, and this figure has more than likely increased since Amazon landed the exclusive rights to Thursday Night Football.Advertising services is the third segment of importance. Amazon is one of the most-trafficked websites on the planet, making it a logical target for advertisers wanting to target users. Over the past six reported quarters (Q4 2021-Q1 2023), advertising services have grown by no less than 21% on a year-over-year, currency-neutral basis. The key point here is that cash flow matters far more to Amazon's future any other metric. During the 2010s, Amazon closed out every year trading at 23 to 37 times its cash flow. By comparison, investors can purchase shares of Amazon right now for 17 times consensus cash flow for 2023, 13 times forecast cash flow for 2024, and roughly 9 times projected cash flow for 2026. Amazon's stock is cheaper than it's ever been.The FAANG stock to avoid like the plague in July: AppleHowever, not all FAANG stocks are necessarily going to be winners. Although tech stock Apple powered through the $3 trillion market cap mark to close out the first half of the year, it's the FAANG stock that's worth avoiding like the plague in July.To be clear, a company doesn't reach a $3 trillion valuation by accident. Apple has had plenty of catalysts working in its favor for quite some time. As noted, it's the undisputed leader in smartphone sales in the United States. Since introducing a 5G-capable iPhone, Apple has seen its quarterly share of U.S. smartphone sales jump to as much as 60%.Apple is also making significant headway with its services segment. CEO Tim Cook is overseeing a natural evolution of Apple's operations that should further increase customer loyalty, improve the company's operating margin over time, and somewhat minimize the sales fluctuations observed during major iPhone replacement cycles.However, it's pretty much impossible to pitch Apple as a good value at the moment given what we're seeing in the company's quarterly operating results and its guidance.From the start of 2013 through 2018, investors had the opportunity to buy shares of Apple for between 10 and 15 times forward-year earnings. With Apple averaging a double-digit growth rate and its iPhones flying off store shelves, this proved to be a phenomenal deal.At the moment, investors would have to pay 31 times Wall Street's consensus earnings for fiscal 2023 (Apple's fiscal year ends in late September) and a multiple of 28 times forward-year earnings to own shares of the United States' largest publicly traded company. The kicker is Apple's sales and profits are both slated to decline by around 2% in fiscal 2023 -- even with the help of above-average inflation.Apple's issues are twofold. First, personal-computing sales have fallen off a cliff as life returns to some semblance of normal following the worst of the COVID-19 pandemic. Sales of Mac in the first half of fiscal 2023 are down nearly 30%. Secondly, Apple's iPhone 14 didn't ramp as expected, with iPhone sales $5.1 billion below where they were at this time last year. To build on the above, Apple's recently introduced virtual reality glasses, known as the Vision Pro, may disappoint. According to a report from The Financial Times, two people familiar with the company, along with Apple's Chinese manufacturer, told FT that it only plans to produce 400,000 units instead of the 1 million units it had hoped to sell. It's been a long time since Apple was as fundamentally unattractive as it is now, which is what makes it an easy avoid in July.","news_type":1},"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194462640533752,"gmtCreate":1688514391825,"gmtModify":1688522554716,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Crowdstrike","listText":"Crowdstrike","text":"Crowdstrike","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/194462640533752","repostId":"2348052735","repostType":2,"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192945299071144,"gmtCreate":1688135436002,"gmtModify":1688135440980,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"What a joke article","listText":"What a joke article","text":"What a joke article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192945299071144","repostId":"2347336644","repostType":2,"repost":{"id":"2347336644","kind":"highlight","pubTimestamp":1688131645,"share":"https://ttm.financial/m/news/2347336644?lang=&edition=fundamental","pubTime":"2023-06-30 21:27","market":"us","language":"en","title":"AMD Stock Has Reached Dangerously High Levels","url":"https://stock-news.laohu8.com/highlight/detail?id=2347336644","media":"seekingalpha","summary":"Today I will take a little detour and talk about a tech-oriented stock. The technology industry has been witnessing a remarkable growth trajectory in recent years, with further snowballing by the intr","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd3e2454feb1cd3f3ec7483f0f90641b\" tg-width=\"750\" tg-height=\"422\"/></p><p>Today I will take a little detour and talk about a tech-oriented stock. The technology industry has been witnessing a remarkable growth trajectory in recent years, with further snowballing by the introduction of artificial intelligence and machine learning. <strong>Advanced Micro Devices, Inc.</strong> (NASDAQ:AMD) is a significant player in the industry, widely regarded as one of the three top computer chip producers in the world alongside competitors Nvidia Corporation (NVDA) and Intel Corporation (INTC).</p><p>With AMD chips currently deployed in over 30% of the world&#39;s computing devices, it has garnered significant attention and investor enthusiasm. Underneath this optimistic market behavior, however, is a more cautious viewpoint that contends AMD&#39;s shares have risen in price proportionally to their price-to-earnings (P/E) ratio. This article explores the argument that the market&#39;s exuberance surrounding Advance Micro Devices may be misplaced.</p><p>AMD had an overall revenue of $5.4 billion in Q1 2023. This figure is down 9% YoY compared to the overall revenue of $5.9 billion in Q1 2023. I believe this signals AMD&#39;s first step into its current bear market performance.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/291ec75c196279a356e8702007f51f85\" tg-width=\"640\" tg-height=\"216\"/></p><p>AMD</p><p></p><p>We can clearly see since its peak revenue of $6.6 billion in Q2 2022, which coincides with the sudden boom of AI and the public release of Chat GPT, that AMD has struggled to maintain the highs of this publicity push. It has garnered less garnered significantly less market in the data center industry compared to its direct rival in that space, Nvidia.</p><p>This may also be directly correlated to the performance of their GPUs. Historically and even now, Advance Micro Devices flagship GPUs just fall below their Nvidia counterpart&#39;s line. In an industry where every minute increase in performance matters, it apparently is worth more for consumers to buy an Nvidia GPU than an AMD GPU, as seen by the graphic below.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf1a9f6696fa010da87db3e85e79e350\" tg-width=\"532\" tg-height=\"416\"/></p><p>AMD</p><p></p><p>AMD&#39;s performance across different segments varies. The Data Center segment achieved a relatively stable operating income, while the Gaming segment saw a decline in operating income. The Client segment experienced an operating loss, while the Embedded segment witnessed a decrease in net revenue but an improvement in operating income.</p><p>Earnings per share (EPS) for Advance Micro Devices have decreased significantly. AMD posted an EPS of $(0.09) in Q1 2023 instead of $0.56 in the same quarter the year prior, indicating a significant decline of -116% YoY.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1ee974c80a28922e39e2ab26f020e37\" tg-width=\"640\" tg-height=\"232\"/></p><p>AMD</p><p></p><p>The performance of the client segment and the effects of amortizing acquisition-related intangible assets are a few reasons AMD&#39;s EPS declined. Due to difficulties in the client segment, there was an overall operating loss of $(145) million in the most recent quarter, significantly lower than the mammoth overall operational profit of $951 million in the prior year. This decline in operating income highlights the challenges presented by lower client segment revenue, as we discussed before, requiring AMD to restrict processor shipments below production to reduce inventory holdings dramatically.</p><p>AMD&#39;s financial records show that the amortization of acquisition-related intangible assets has also increased significantly. These intangible assets, such as Xilinx, which was acquired last year, are frequently linked to purchasing other businesses and their technological assets to help AMD lower operational costs. While buying Xilinx may have long-term strategic advantages as Xilinx provides embedded chips like field-programmable gate arrays (FPGAs) and adaptive compute acceleration processors for AMD, the related amortization costs may harm profitability in the short term for investors like you and me.</p><p>One thing I find fascinating about the market is how psychology plays a significant role. We have seen one of the biggest flips in investor sentiment recently. Back in October 2022, many investors were convinced of the bearish case, but now they have turned bullish as the market shows signs of a possible reversal, as seen in the graph below. It&#39;s intriguing to see this shift in sentiment and how it affects market dynamics.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79689b9fce69d401dec11dd4cd6cd7ea\" tg-width=\"640\" tg-height=\"462\"/></p><p>AMD</p><p></p><p>However, I must emphasize that this might not be the ideal moment to enter the technology market. There are indications of complacency, such as extreme levels in market indicators like the put-call ratio and the all-investor sentiment survey. These indicators have reached optimistic extremes, which can be a warning sign. It&#39;s crucial to be cautious when everyone seems overly optimistic.</p><p>The situation could be more favorable for the future at the time of writing. The Advance Micro Devices P/E ratio stands at an astronomical level of 49.62x, indicating that the shares have become overpriced compared to the earnings generated. The market&#39;s exuberance surrounding AMD&#39;s growth potential due to the emphasis on the data center industry during the commercial Artificial Intelligence and Machine Learning boom has resulted in an inflated valuation that appears disconnected from the company&#39;s current financial performance.</p><p>I believe you should exercise caution and conduct a thorough analysis of AMD&#39;s financial health, competitive landscape, and growth prospects to determine whether the high P/E ratio is justified. It is crucial to consider the company&#39;s ability to address challenges in its client segment, effectively manage acquisition-related expenses, and sustain or improve profitability in the future.</p><p>While Advanced Micro Devices has undoubtedly capitalized on the growing trends in AI and gaming, it is essential to temper optimism with a realistic assessment of the company&#39;s valuation. The current market environment, coupled with concerns of an impending correction, suggests that the shares of AMD have become overpriced and vulnerable to a potential market downturn. Investors should exercise caution and carefully evaluate the risks before allocating significant capital to this high-growth but potentially overvalued stock. However, I recommend that Advanced Micro Devices, Inc. stock is a guaranteed SELL for me in this market.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Stock Has Reached Dangerously High Levels</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Stock Has Reached Dangerously High Levels\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-30 21:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4614497-amd-stock-has-reached-dangerously-high-levels><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today I will take a little detour and talk about a tech-oriented stock. The technology industry has been witnessing a remarkable growth trajectory in recent years, with further snowballing by the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4614497-amd-stock-has-reached-dangerously-high-levels\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","AMD":"美国超微公司","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","INTC":"英特尔","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","NVDA":"英伟达","BK4567":"ESG概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4534":"瑞士信贷持仓","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","EPS":"WisdomTree U.S. LargeCap Fund","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0079474960.USD":"联博美国增长基金A","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","GFS":"GLOBALFOUNDRIES Inc.","BK4535":"淡马锡持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4543":"AI","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4550":"红杉资本持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0109392836.USD":"富兰克林科技股A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4512":"苹果概念"},"source_url":"https://seekingalpha.com/article/4614497-amd-stock-has-reached-dangerously-high-levels","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2347336644","content_text":"Today I will take a little detour and talk about a tech-oriented stock. The technology industry has been witnessing a remarkable growth trajectory in recent years, with further snowballing by the introduction of artificial intelligence and machine learning. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a significant player in the industry, widely regarded as one of the three top computer chip producers in the world alongside competitors Nvidia Corporation (NVDA) and Intel Corporation (INTC).With AMD chips currently deployed in over 30% of the world's computing devices, it has garnered significant attention and investor enthusiasm. Underneath this optimistic market behavior, however, is a more cautious viewpoint that contends AMD's shares have risen in price proportionally to their price-to-earnings (P/E) ratio. This article explores the argument that the market's exuberance surrounding Advance Micro Devices may be misplaced.AMD had an overall revenue of $5.4 billion in Q1 2023. This figure is down 9% YoY compared to the overall revenue of $5.9 billion in Q1 2023. I believe this signals AMD's first step into its current bear market performance.AMDWe can clearly see since its peak revenue of $6.6 billion in Q2 2022, which coincides with the sudden boom of AI and the public release of Chat GPT, that AMD has struggled to maintain the highs of this publicity push. It has garnered less garnered significantly less market in the data center industry compared to its direct rival in that space, Nvidia.This may also be directly correlated to the performance of their GPUs. Historically and even now, Advance Micro Devices flagship GPUs just fall below their Nvidia counterpart's line. In an industry where every minute increase in performance matters, it apparently is worth more for consumers to buy an Nvidia GPU than an AMD GPU, as seen by the graphic below.AMDAMD's performance across different segments varies. The Data Center segment achieved a relatively stable operating income, while the Gaming segment saw a decline in operating income. The Client segment experienced an operating loss, while the Embedded segment witnessed a decrease in net revenue but an improvement in operating income.Earnings per share (EPS) for Advance Micro Devices have decreased significantly. AMD posted an EPS of $(0.09) in Q1 2023 instead of $0.56 in the same quarter the year prior, indicating a significant decline of -116% YoY.AMDThe performance of the client segment and the effects of amortizing acquisition-related intangible assets are a few reasons AMD's EPS declined. Due to difficulties in the client segment, there was an overall operating loss of $(145) million in the most recent quarter, significantly lower than the mammoth overall operational profit of $951 million in the prior year. This decline in operating income highlights the challenges presented by lower client segment revenue, as we discussed before, requiring AMD to restrict processor shipments below production to reduce inventory holdings dramatically.AMD's financial records show that the amortization of acquisition-related intangible assets has also increased significantly. These intangible assets, such as Xilinx, which was acquired last year, are frequently linked to purchasing other businesses and their technological assets to help AMD lower operational costs. While buying Xilinx may have long-term strategic advantages as Xilinx provides embedded chips like field-programmable gate arrays (FPGAs) and adaptive compute acceleration processors for AMD, the related amortization costs may harm profitability in the short term for investors like you and me.One thing I find fascinating about the market is how psychology plays a significant role. We have seen one of the biggest flips in investor sentiment recently. Back in October 2022, many investors were convinced of the bearish case, but now they have turned bullish as the market shows signs of a possible reversal, as seen in the graph below. It's intriguing to see this shift in sentiment and how it affects market dynamics.AMDHowever, I must emphasize that this might not be the ideal moment to enter the technology market. There are indications of complacency, such as extreme levels in market indicators like the put-call ratio and the all-investor sentiment survey. These indicators have reached optimistic extremes, which can be a warning sign. It's crucial to be cautious when everyone seems overly optimistic.The situation could be more favorable for the future at the time of writing. The Advance Micro Devices P/E ratio stands at an astronomical level of 49.62x, indicating that the shares have become overpriced compared to the earnings generated. The market's exuberance surrounding AMD's growth potential due to the emphasis on the data center industry during the commercial Artificial Intelligence and Machine Learning boom has resulted in an inflated valuation that appears disconnected from the company's current financial performance.I believe you should exercise caution and conduct a thorough analysis of AMD's financial health, competitive landscape, and growth prospects to determine whether the high P/E ratio is justified. It is crucial to consider the company's ability to address challenges in its client segment, effectively manage acquisition-related expenses, and sustain or improve profitability in the future.While Advanced Micro Devices has undoubtedly capitalized on the growing trends in AI and gaming, it is essential to temper optimism with a realistic assessment of the company's valuation. The current market environment, coupled with concerns of an impending correction, suggests that the shares of AMD have become overpriced and vulnerable to a potential market downturn. Investors should exercise caution and carefully evaluate the risks before allocating significant capital to this high-growth but potentially overvalued stock. However, I recommend that Advanced Micro Devices, Inc. stock is a guaranteed SELL for me in this market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184256578711712,"gmtCreate":1686008187821,"gmtModify":1686008191302,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Yup","listText":"Yup","text":"Yup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184256578711712","repostId":"2341702056","repostType":2,"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979901573,"gmtCreate":1685403122293,"gmtModify":1685403125922,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979901573","repostId":"1147949101","repostType":2,"repost":{"id":"1147949101","kind":"news","pubTimestamp":1685460432,"share":"https://ttm.financial/m/news/1147949101?lang=&edition=fundamental","pubTime":"2023-05-30 23:27","market":"us","language":"en","title":"7 Sad Stocks That Are Waving Big Red Flags","url":"https://stock-news.laohu8.com/highlight/detail?id=1147949101","media":"InvestorPlace","summary":"Is your portfolio waving a red flag? Do you have some stocks that are in peril? Those are what we ca","content":"<html><head></head><body><p>Is your portfolio waving a red flag? Do you have some stocks that are in peril? Those are what we call red flag stocks.</p><p style=\"text-align: start;\">Historically, red flags were used as a visual signal to indicate a warning or danger ahead. Red flags signal dangerous conditions in maritime usage and have been used throughout history by armies to signal a stop because the enemy is ahead.</p><p style=\"text-align: start;\">So if you’ve got a red flag stock, there’s some trouble in your portfolio.</p><p style=\"text-align: start;\">The market is generally pretty mixed right now, and not every stock is having problems. The tech-heavy <strong>Nasdaq composite</strong> is up 5% in the last 30 days, and the <strong>Dow Jones Industrial Average</strong> is down 3%. The <strong>S&amp;P 500</strong> is right in the middle, roughly flat over the previous month.</p><p style=\"text-align: start;\">While many stocks are benefiting right now from positive analyst revisions following the most recent round of quarterly results, some stocks are also on the other side. They are seeing lower earnings estimates, and their ratings are falling in the Portfolio Grader. That’s how they become red flag stocks.</p><p style=\"text-align: start;\">Here are seven such names to avoid in these treacherous conditions.</p><h2 style=\"text-align: start;\">Bank of America (BAC)</h2><p><strong>Bank of America</strong> (NYSE: <strong><u>BAC</u></strong>) is one of the biggest banks in the U.S. and carries a market capitalization of $225 billion.</p><p style=\"text-align: start;\">While it’s not a regional bank stock, it’s undoubtedly been wounded along with the rest of the sector in recent weeks as bank failures shook the market.</p><p style=\"text-align: start;\">Bank of America stock is down 15% so far this year. While it brought in $25.33 billion in revenue in the first quarter – about 9% better than a year ago – I’m not expecting those returns to continue in Q2.</p><p style=\"text-align: start;\">Evercore ISI analyst Glenn Schorr maintained an “overweight” rating on Bank of America shares but reduced his price target from $36 to $35.</p><p style=\"text-align: start;\">He said he expects BAC to be among those banks who are seeing a lower price target because the FDIC is considering a special assessment for banks to replenish the deposit insurance fund following the failures <strong>of Signature Bank</strong> (OTCMKTS:<strong><u>SBNY</u></strong>) and the former Silicon Valley Bank.</p><p style=\"text-align: start;\">BAC stock moved from a “C” to a “D” in the Portfolio Grader and made this list of red flag stocks.</p><h2 style=\"text-align: start;\">Altria Group (MO)</h2><p><strong>Altria Group</strong> (NYSE: <strong><u>MO</u></strong>) is in the tobacco trade, but it’s not satisfied there – not surprising, considering that tobacco users continue to face high prices, taxes and some public scorn – many buildings, restaurants and pseudo-public spaces are smoke-free.</p><p style=\"text-align: start;\">So Altria’s tried to spread its wings, unsuccessfully. It invested $12.8 billion for a minority stake in vaping company Juul. It spent another $2.75 billion on another vape manufacturer, Njoy Holdings. And it spent $1.8 billion for a minority stake in <strong>Cronos Group</strong> (NASDAQ: <strong><u>CRON</u></strong>), a marijuana company.</p><p style=\"text-align: start;\">None of that turned out well. Altria wrote off the Juul investment, and the U.S. balked at the federal legalization of marijuana. At the end of 2022, it reported $26.68 billion in debt.</p><p style=\"text-align: start;\">Altria says its evaluating opportunities in the international innovative smoke-free and non-nicotine market and hopes to finalize strategies in the next year. It sounds like more of the same for Altria, down by 19% over the last five years and more than 2% in 2023 making it one of the red flag stocks to dump soon.</p><p style=\"text-align: start;\">MO stock fell from a “C” to a “D” in the Portfolio Grader.</p><h2 style=\"text-align: start;\">Icahn Enterprises (IEP)</h2><p>Headed by billionaire investor Carl Icahn, <strong>Icahn Enterprises</strong> (NASDAQ: <strong><u>IEP</u></strong>) invests in troubled businesses in multiple sectors, including automotive, real estate and consumer goods. As an activist investor, Icahn shakes companies up to turn them around and maximize revenues and profits.</p><p style=\"text-align: start;\">Perhaps it’s ironic that Icahn is falling victim to a short-seller report targeting his company. Hindenburg Research released a report that alleges the use of new investor funds by Icahn Enterprises to pay out unsustainable dividends.</p><p style=\"text-align: start;\">Then Icahn Enterprises posted a first-quarter loss that surprised investors, and disclosed that U.S. prosecutors contacted it. Those events in early May pushed the stock price down 15%.</p><p style=\"text-align: start;\">This week, IEP dropped another 20% when a rival hedge fund manager, Bill Ackman, publicly sided with Hindenburg in its initial report.</p><p style=\"text-align: start;\">Overall, IEP is down 59% on the year. Its Portfolio Grader rating fell from a “B” to an “F.”</p><h2 style=\"text-align: start;\">Qualcomm (QCOM)</h2><p>You’re likely familiar with <strong>Qualcomm</strong> (NASDAQ: <strong><u>QCOM</u></strong>), the maker of smartphone semiconductor chips. It also makes wireless technology software and services.</p><p style=\"text-align: start;\">The major problem with this stock is a slowdown in smartphone sales expected to continue for the next several months. QOCM stock is down 16% in the last three months and 19% in the previous 12 months.</p><p style=\"text-align: start;\">Revenue for the fiscal second quarter was down 17% from a year ago. And the company issued guidance for the third quarter of only $8.5 billion when analysts expected $9.1 billion. The company is projecting EPS between a range of $1.70 and $1.90, but Wall Street was expecting $2.16.</p><p style=\"text-align: start;\">You may be hoping that QCOM joins other tech companies on the freight train that is artificial intelligence. But for now, Qualcomm’s Portfolio Grader rating is down from a “C” to a “D.”</p><h2 style=\"text-align: start;\">Portage Biotech (PRTG)</h2><p>Toronto-based <strong>Portage Biotech</strong> (NASDAQ: <strong><u>PRTG</u></strong>) is focused on developing cancer treatments. Its pipeline has numerous drug candidates to treat melanoma, solid tumors and soft tissue sarcoma.</p><p style=\"text-align: start;\">Earnings for the fourth quarter of 2022 included a net loss of $7.5 million, compared to a loss of $4.2 million in the year before. The loss of 44 cents per share was much worse than analysts’ expectations for a loss of 23 cents per share.</p><p style=\"text-align: start;\">With no revenue coming in any time soon – only one of Portage’s candidates is close to Phase 3 testing – there’s no expectation that Portage stock will break higher shortly. The stock is down nearly 40% just this year, making it one of the red flag stocks to get out from under while you can.</p><p style=\"text-align: start;\">PRTG stock is down from a “C” to a “D” in the Portfolio Grader.</p><h2 style=\"text-align: start;\">SPI Energy (SPI)</h2><p><strong>SPI Energy</strong> (NASDAQ: <strong><u>SPI</u></strong>) is a clean energy company working primarily with solar energy projects and infrastructure to support electric vehicle charging.</p><p style=\"text-align: start;\">Its SolarJuice division caters to residential and small commercial customers, while its commercial solar division operates solar projects and sells services to third-party project developers. A third division, Phoenix Motor, manufactures commercial EVs, electric scooters and EV charger solutions.</p><p style=\"text-align: start;\">Revenue in the first quarter was $47.9 million, with an operating loss of $7.3 million, or 31 cents per share.</p><p style=\"text-align: start;\">SPI Energy is a penny stock with a market capitalization of only $38 million and total assets of only $230 million. It has about $75.2 million in debt. The Portfolio Grader has it down to a “D” from a “C” rating.</p><h2 style=\"text-align: start;\">Estee Lauder (EL)</h2><p>Beauty and skincare company <strong>Estee Lauder</strong> (NYSE: <strong><u>EL</u></strong>) is coming off a rough first quarter that caused its stock to drop by 17%.</p><p style=\"text-align: start;\">Revenue was $3.75 billion, down 12% from a year ago. And earnings for the quarter dropped by more than half, coming in at $156 million. Estee Lauder cut its full-year earnings guidance from a range of $6 to $7.20 to a range of $3.80 to $6.</p><p style=\"text-align: start;\">The disappointing earnings report was just more of the same for the makeup company, which now has seen its stock price fall by 22% in 2023 and 31% from its 52-week high. An activist investor, Nelson Peltz, has set his sights on the company with a proposed takeover. That’s easier said than done, considering that the Lauder family controls 86% of voting shares.</p><p style=\"text-align: start;\">Argus analyst John Staszak cites the company’s disappointing earnings and the slow pace of China’s economic recovery as reasons to downgrade EL stock from “buy” to “hold.” The Portfolio Grader agrees as EL stock moved from a “C” to a “D” rating.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Sad Stocks That Are Waving Big Red Flags</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\">\n7 Sad Stocks That Are Waving Big Red Flags\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-30 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/05/7-sad-stocks-that-are-waving-big-red-flags/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is your portfolio waving a red flag? Do you have some stocks that are in peril? Those are what we call red flag stocks.Historically, red flags were used as a visual signal to indicate a warning or ...</p>\n\n<a href=\"https://investorplace.com/market360/2023/05/7-sad-stocks-that-are-waving-big-red-flags/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPI":"阳光动力","BAC":"美国银行","PRTG":"Portage Biotech Inc.","MO":"奥驰亚","QCOM":"高通","IEP":"伊坎企业","EL":"雅诗兰黛"},"source_url":"https://investorplace.com/market360/2023/05/7-sad-stocks-that-are-waving-big-red-flags/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147949101","content_text":"Is your portfolio waving a red flag? Do you have some stocks that are in peril? Those are what we call red flag stocks.Historically, red flags were used as a visual signal to indicate a warning or danger ahead. Red flags signal dangerous conditions in maritime usage and have been used throughout history by armies to signal a stop because the enemy is ahead.So if you’ve got a red flag stock, there’s some trouble in your portfolio.The market is generally pretty mixed right now, and not every stock is having problems. The tech-heavy Nasdaq composite is up 5% in the last 30 days, and the Dow Jones Industrial Average is down 3%. The S&P 500 is right in the middle, roughly flat over the previous month.While many stocks are benefiting right now from positive analyst revisions following the most recent round of quarterly results, some stocks are also on the other side. They are seeing lower earnings estimates, and their ratings are falling in the Portfolio Grader. That’s how they become red flag stocks.Here are seven such names to avoid in these treacherous conditions.Bank of America (BAC)Bank of America (NYSE: BAC) is one of the biggest banks in the U.S. and carries a market capitalization of $225 billion.While it’s not a regional bank stock, it’s undoubtedly been wounded along with the rest of the sector in recent weeks as bank failures shook the market.Bank of America stock is down 15% so far this year. While it brought in $25.33 billion in revenue in the first quarter – about 9% better than a year ago – I’m not expecting those returns to continue in Q2.Evercore ISI analyst Glenn Schorr maintained an “overweight” rating on Bank of America shares but reduced his price target from $36 to $35.He said he expects BAC to be among those banks who are seeing a lower price target because the FDIC is considering a special assessment for banks to replenish the deposit insurance fund following the failures of Signature Bank (OTCMKTS:SBNY) and the former Silicon Valley Bank.BAC stock moved from a “C” to a “D” in the Portfolio Grader and made this list of red flag stocks.Altria Group (MO)Altria Group (NYSE: MO) is in the tobacco trade, but it’s not satisfied there – not surprising, considering that tobacco users continue to face high prices, taxes and some public scorn – many buildings, restaurants and pseudo-public spaces are smoke-free.So Altria’s tried to spread its wings, unsuccessfully. It invested $12.8 billion for a minority stake in vaping company Juul. It spent another $2.75 billion on another vape manufacturer, Njoy Holdings. And it spent $1.8 billion for a minority stake in Cronos Group (NASDAQ: CRON), a marijuana company.None of that turned out well. Altria wrote off the Juul investment, and the U.S. balked at the federal legalization of marijuana. At the end of 2022, it reported $26.68 billion in debt.Altria says its evaluating opportunities in the international innovative smoke-free and non-nicotine market and hopes to finalize strategies in the next year. It sounds like more of the same for Altria, down by 19% over the last five years and more than 2% in 2023 making it one of the red flag stocks to dump soon.MO stock fell from a “C” to a “D” in the Portfolio Grader.Icahn Enterprises (IEP)Headed by billionaire investor Carl Icahn, Icahn Enterprises (NASDAQ: IEP) invests in troubled businesses in multiple sectors, including automotive, real estate and consumer goods. As an activist investor, Icahn shakes companies up to turn them around and maximize revenues and profits.Perhaps it’s ironic that Icahn is falling victim to a short-seller report targeting his company. Hindenburg Research released a report that alleges the use of new investor funds by Icahn Enterprises to pay out unsustainable dividends.Then Icahn Enterprises posted a first-quarter loss that surprised investors, and disclosed that U.S. prosecutors contacted it. Those events in early May pushed the stock price down 15%.This week, IEP dropped another 20% when a rival hedge fund manager, Bill Ackman, publicly sided with Hindenburg in its initial report.Overall, IEP is down 59% on the year. Its Portfolio Grader rating fell from a “B” to an “F.”Qualcomm (QCOM)You’re likely familiar with Qualcomm (NASDAQ: QCOM), the maker of smartphone semiconductor chips. It also makes wireless technology software and services.The major problem with this stock is a slowdown in smartphone sales expected to continue for the next several months. QOCM stock is down 16% in the last three months and 19% in the previous 12 months.Revenue for the fiscal second quarter was down 17% from a year ago. And the company issued guidance for the third quarter of only $8.5 billion when analysts expected $9.1 billion. The company is projecting EPS between a range of $1.70 and $1.90, but Wall Street was expecting $2.16.You may be hoping that QCOM joins other tech companies on the freight train that is artificial intelligence. But for now, Qualcomm’s Portfolio Grader rating is down from a “C” to a “D.”Portage Biotech (PRTG)Toronto-based Portage Biotech (NASDAQ: PRTG) is focused on developing cancer treatments. Its pipeline has numerous drug candidates to treat melanoma, solid tumors and soft tissue sarcoma.Earnings for the fourth quarter of 2022 included a net loss of $7.5 million, compared to a loss of $4.2 million in the year before. The loss of 44 cents per share was much worse than analysts’ expectations for a loss of 23 cents per share.With no revenue coming in any time soon – only one of Portage’s candidates is close to Phase 3 testing – there’s no expectation that Portage stock will break higher shortly. The stock is down nearly 40% just this year, making it one of the red flag stocks to get out from under while you can.PRTG stock is down from a “C” to a “D” in the Portfolio Grader.SPI Energy (SPI)SPI Energy (NASDAQ: SPI) is a clean energy company working primarily with solar energy projects and infrastructure to support electric vehicle charging.Its SolarJuice division caters to residential and small commercial customers, while its commercial solar division operates solar projects and sells services to third-party project developers. A third division, Phoenix Motor, manufactures commercial EVs, electric scooters and EV charger solutions.Revenue in the first quarter was $47.9 million, with an operating loss of $7.3 million, or 31 cents per share.SPI Energy is a penny stock with a market capitalization of only $38 million and total assets of only $230 million. It has about $75.2 million in debt. The Portfolio Grader has it down to a “D” from a “C” rating.Estee Lauder (EL)Beauty and skincare company Estee Lauder (NYSE: EL) is coming off a rough first quarter that caused its stock to drop by 17%.Revenue was $3.75 billion, down 12% from a year ago. And earnings for the quarter dropped by more than half, coming in at $156 million. Estee Lauder cut its full-year earnings guidance from a range of $6 to $7.20 to a range of $3.80 to $6.The disappointing earnings report was just more of the same for the makeup company, which now has seen its stock price fall by 22% in 2023 and 31% from its 52-week high. An activist investor, Nelson Peltz, has set his sights on the company with a proposed takeover. That’s easier said than done, considering that the Lauder family controls 86% of voting shares.Argus analyst John Staszak cites the company’s disappointing earnings and the slow pace of China’s economic recovery as reasons to downgrade EL stock from “buy” to “hold.” The Portfolio Grader agrees as EL stock moved from a “C” to a “D” rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979053776,"gmtCreate":1685319367195,"gmtModify":1685319371420,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979053776","repostId":"2338466679","repostType":2,"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970445676,"gmtCreate":1684880329696,"gmtModify":1684880333688,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970445676","repostId":"2337532379","repostType":2,"repost":{"id":"2337532379","kind":"highlight","pubTimestamp":1684854644,"share":"https://ttm.financial/m/news/2337532379?lang=&edition=fundamental","pubTime":"2023-05-23 23:10","market":"us","language":"en","title":"70% of Companies Will Use AI by 2030 - 2 of the Best AI Stocks Investors Can Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2337532379","media":"Motley Fool","summary":"Artificial intelligence is set to drive an incredible era of productivity and value creation.","content":"<html><head></head><body><p>Have you ever used artificial intelligence (AI)? The answer is very likely &#34;Yes.&#34;</p><p>I know that because AI is already an active part of internet searches, streaming TV networks, social media platforms, e-commerce, traffic and weather services, and even banking operations. Each time you use one of those services, your experience is enhanced by AI. </p><p>The technology has captivated the investment community in 2023 because several start-ups have showcased the abilities of their AI projects. The surge in interest in AI began with the debut of OpenAI&#39;s ChatGPT platform, which is a computer system that simulates human intelligence processes, enabling it to effectively answer complex questions, write computer code, and even recognize images without direct human assistance. </p><p>The corporate sector is now racing to integrate AI into as many products and services as possible, as leadership teams see opportunities to boost productivity and increase revenue. </p><h2>Early adoption will separate the winners from the losers</h2><p>Research firm McKinsey &amp; Company recently released a series of projections detailing the potential impact of AI on the broader economy. According to its forecasts, by 2030, up to 70% of companies will have integrated the technology into their businesses in some capacity, creating an additional $13 trillion in global economic activity.</p><p>But early adopters of AI stand to gain the most. By integrating it today and developing it over the next five to seven years, companies stand to increase their free cash flow by 122% by 2030, McKinsey researchers predict. By contrast, those businesses that wait until later in the decade to start adopting AI might only see a 10% gain, and organizations that don&#39;t use it at all could deal themselves a 23% decline in free cash flow instead.</p><p>If McKinsey &amp; Company&#39;s estimates turn out to roughly match reality, investors who identify the leaders in AI today and buy their shares for the long run can expect to book the highest returns on their investments. If you want to be among them, here are two strong candidates. </p><h2>1. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Microsoft has placed itself at the forefront of technology innovations since it was founded in 1975, from software to gaming to cloud computing. Therefore, investors shouldn&#39;t be surprised it has taken an early leadership position in the AI race. </p><p>In 2023 alone, Microsoft has invested a rumored $10 billion in ChatGPT creator OpenAI, which it has integrated into its Bing search engine, the Azure cloud platform, and its Teams video collaboration software. The company also invested an undisclosed amount in Builder.ai, which helps small businesses develop software without the need to hire experienced programmers.</p><p>The integration of OpenAI into Azure will probably be the most valuable in the long run, especially in the context of McKinsey &amp; Company&#39;s projections, because it allows Microsoft to become a key distributor of advanced AI tools to its cloud customers. Approximately 2,500 businesses had already signed up to use OpenAI on Azure in the first quarter of 2023, which was a tenfold increase in just three months. </p><p>Builder.ai could also be a useful addition to Microsoft&#39;s cloud ecosystem in the future. It could pave the way for millions of small businesses to join Azure -- businesses that would otherwise pay a third party to develop software for them instead. </p><p>Wall Street firm Bernstein thinks AI could double Azure&#39;s revenue, boosting it ahead of <strong>Amazon </strong>Web Services to become the largest cloud platform in the industry. Investors who want to expose their stock portfolios to AI technology might want to start by buying Microsoft. </p><h2>2. <a href=\"https://laohu8.com/S/SOUN\">SoundHound AI</a></h2><p>SoundHound AI is no Microsoft. It&#39;s valued at just $592 million right now, and that&#39;s after the 108% surge in its stock price this year. Its focus area is conversational AI, but instead of using text like ChatGPT, SoundHound&#39;s technology understands voice prompts and responds in kind. </p><p>If the McKinsey &amp; Company estimate is correct and 70% of companies adopt AI by 2030, then SoundHound could become a very successful provider of the technology. </p><p>Automotive giants like <strong>Mercedes-Benz</strong>, <strong>Hyundai</strong>, and <strong>Honda</strong> are using SoundHound to power the AI voice assistants in their vehicles. Drivers can use their voices to request almost any information they want, from weather forecasts to sports results. Unlike the tech giants competing in this space, SoundHound offers a white-label solution that can be fully customized, which is a unique selling point.</p><p>The company also serves the entertainment industry. <strong>Netflix</strong> is on its client list, in addition to a host of restaurants and hospitality businesses.</p><p>SoundHound just released its first-quarter results, and while it only generated $6.7 million in revenue, it has a whopping $335.9 million worth of bookings in the pipeline. That figure rose 46% year over year, so expect the company&#39;s revenue to scale quickly from here.</p><p>But there are risks. SoundHound lost $26 million in Q1, and it&#39;s a long way from profitability. On a positive note, it just closed a $125 million funding deal, which will secure its financial position for at least the next 12 months. It can use that time to eat into its bookings backlog and really ramp up the business. </p><p>Conservative investors should stick to stocks like Microsoft, but SoundHound AI presents an enticing risk-reward proposition for those who can stomach some volatility.</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>70% of Companies Will Use AI by 2030 - 2 of the Best AI Stocks Investors Can Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n70% of Companies Will Use AI by 2030 - 2 of the Best AI Stocks Investors Can Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-23 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/23/70-companies-ai-2030-2-best-stocks-investors-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Have you ever used artificial intelligence (AI)? The answer is very likely \"Yes.\"I know that because AI is already an active part of internet searches, streaming TV networks, social media platforms, e...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/23/70-companies-ai-2030-2-best-stocks-investors-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","SOUN":"SoundHound AI Inc"},"source_url":"https://www.fool.com/investing/2023/05/23/70-companies-ai-2030-2-best-stocks-investors-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2337532379","content_text":"Have you ever used artificial intelligence (AI)? The answer is very likely \"Yes.\"I know that because AI is already an active part of internet searches, streaming TV networks, social media platforms, e-commerce, traffic and weather services, and even banking operations. Each time you use one of those services, your experience is enhanced by AI. The technology has captivated the investment community in 2023 because several start-ups have showcased the abilities of their AI projects. The surge in interest in AI began with the debut of OpenAI's ChatGPT platform, which is a computer system that simulates human intelligence processes, enabling it to effectively answer complex questions, write computer code, and even recognize images without direct human assistance. The corporate sector is now racing to integrate AI into as many products and services as possible, as leadership teams see opportunities to boost productivity and increase revenue. Early adoption will separate the winners from the losersResearch firm McKinsey & Company recently released a series of projections detailing the potential impact of AI on the broader economy. According to its forecasts, by 2030, up to 70% of companies will have integrated the technology into their businesses in some capacity, creating an additional $13 trillion in global economic activity.But early adopters of AI stand to gain the most. By integrating it today and developing it over the next five to seven years, companies stand to increase their free cash flow by 122% by 2030, McKinsey researchers predict. By contrast, those businesses that wait until later in the decade to start adopting AI might only see a 10% gain, and organizations that don't use it at all could deal themselves a 23% decline in free cash flow instead.If McKinsey & Company's estimates turn out to roughly match reality, investors who identify the leaders in AI today and buy their shares for the long run can expect to book the highest returns on their investments. If you want to be among them, here are two strong candidates. 1. MicrosoftMicrosoft has placed itself at the forefront of technology innovations since it was founded in 1975, from software to gaming to cloud computing. Therefore, investors shouldn't be surprised it has taken an early leadership position in the AI race. In 2023 alone, Microsoft has invested a rumored $10 billion in ChatGPT creator OpenAI, which it has integrated into its Bing search engine, the Azure cloud platform, and its Teams video collaboration software. The company also invested an undisclosed amount in Builder.ai, which helps small businesses develop software without the need to hire experienced programmers.The integration of OpenAI into Azure will probably be the most valuable in the long run, especially in the context of McKinsey & Company's projections, because it allows Microsoft to become a key distributor of advanced AI tools to its cloud customers. Approximately 2,500 businesses had already signed up to use OpenAI on Azure in the first quarter of 2023, which was a tenfold increase in just three months. Builder.ai could also be a useful addition to Microsoft's cloud ecosystem in the future. It could pave the way for millions of small businesses to join Azure -- businesses that would otherwise pay a third party to develop software for them instead. Wall Street firm Bernstein thinks AI could double Azure's revenue, boosting it ahead of Amazon Web Services to become the largest cloud platform in the industry. Investors who want to expose their stock portfolios to AI technology might want to start by buying Microsoft. 2. SoundHound AISoundHound AI is no Microsoft. It's valued at just $592 million right now, and that's after the 108% surge in its stock price this year. Its focus area is conversational AI, but instead of using text like ChatGPT, SoundHound's technology understands voice prompts and responds in kind. If the McKinsey & Company estimate is correct and 70% of companies adopt AI by 2030, then SoundHound could become a very successful provider of the technology. Automotive giants like Mercedes-Benz, Hyundai, and Honda are using SoundHound to power the AI voice assistants in their vehicles. Drivers can use their voices to request almost any information they want, from weather forecasts to sports results. Unlike the tech giants competing in this space, SoundHound offers a white-label solution that can be fully customized, which is a unique selling point.The company also serves the entertainment industry. Netflix is on its client list, in addition to a host of restaurants and hospitality businesses.SoundHound just released its first-quarter results, and while it only generated $6.7 million in revenue, it has a whopping $335.9 million worth of bookings in the pipeline. That figure rose 46% year over year, so expect the company's revenue to scale quickly from here.But there are risks. SoundHound lost $26 million in Q1, and it's a long way from profitability. On a positive note, it just closed a $125 million funding deal, which will secure its financial position for at least the next 12 months. It can use that time to eat into its bookings backlog and really ramp up the business. Conservative investors should stick to stocks like Microsoft, but SoundHound AI presents an enticing risk-reward proposition for those who can stomach some volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970430424,"gmtCreate":1684798298569,"gmtModify":1684798303539,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Both are good","listText":"Both are good","text":"Both are good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970430424","repostId":"2337665904","repostType":2,"repost":{"id":"2337665904","kind":"highlight","pubTimestamp":1684767994,"share":"https://ttm.financial/m/news/2337665904?lang=&edition=fundamental","pubTime":"2023-05-22 23:06","market":"us","language":"en","title":"Better Buy: Apple vs. Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2337665904","media":"Motley Fool","summary":"Apple and Nvidia lead multiple high-growth markets, making their stocks attractive investments right now.","content":"<html><head></head><body><p>After a stock market sell-off last year, the tech industry is on the rise in 2023, alongside innovative developments in consumer tech, artificial intelligence (AI), and more. As a result, the companies leading these sectors make increasingly attractive investments.</p><p>Since its founding almost 50 years ago, <a href=\"https://laohu8.com/S/AAPL\">Apple</a> has conquered consumer tech by offering quality products across multiple markets. Its success in the industry has helped its stock climb over 1,000% in the last decade, granting investors consistent and reliable gains. </p><p>Meanwhile, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> has captured Wall Street&#39;s attention by achieving an over 80% market share in consumer graphic processing units (GPUs) and using it to catapult itself to the top of the booming AI industry.</p><p>These companies likely have much to offer investors over the long term, thanks to their positions at the top of multiple lucrative markets. However, if you only have room for one in your portfolio, you&#39;ll need to know which is the better buy. So let&#39;s determine whether your money is better off with Apple or Nvidia&#39;s stock. </p><h2><a href=\"https://laohu8.com/S/AAPL\">Apple</a> offers consistent gains and unrivaled brand loyalty</h2><p>This month, Apple&#39;s stock surpassed its year-over-year record high price of $174, achieved in August 2022, by inching over $175. While a stock reaching such heights might suggest it&#39;s too expensive, Apple shares continue to be a buy thanks to their consistent and reliable growth. In the last five years alone, the company&#39;s stock has risen 276% despite having to contend with a global pandemic and an economic downturn.</p><p>Apple&#39;s reliability largely stems from the brand loyalty it has garnered from consumers over the years. Warren Buffett described the company&#39;s consumer devotion perfectly last month when he said, &#34;If someone offered you $10,000 to never buy an iPhone again, you wouldn&#39;t take it.&#34; While surprising, the sentiment is true for millions of people who would happily switch brands of other products before abandoning their Apple devices.</p><p>The company&#39;s immense consumer loyalty has given it the power to rapidly grow public adoption of newer technologies. Markets like smartphones, tablets, Bluetooth headphones, and smartwatches each saw a massive spike in consumer adoption when Apple entered the picture, with the company now holding the largest market share in each of these sectors.</p><p>Apple&#39;s expected venture into virtual/augmented reality with a new headset later this year could make it the leader of this $31 billion market as well.</p><h2><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> enjoyed a monster rally in 2023 as it rides the AI wave</h2><p>Nvidia&#39;s stock has skyrocketed 116% since Jan. 1, with bullish investors excited by the company&#39;s prospects in AI. The company has taken a top spot in the industry by becoming the primary supplier of GPUs to OpenAI&#39;s ChatGPT, an advanced chatbot capable of producing human-like dialogue. Considering ChatGPT was one of the main drivers of the current AI boom, Nvidia is well positioned to become the industry&#39;s go-to chip provider.</p><p>According to data from Grand View Research, the AI market is projected to develop at a compound annual growth rate of 37% through 2030, valued at about $137 billion last year. GPUs like Nvidia&#39;s are crucial to that growth, as the chips&#39; power is required to run and develop AI software.</p><p>Moreover, a report from TrendForce in March revealed ChatGPT used about 20,000 GPUs in 2020, with that figure projected to hit 30,000 as it readies for commercialization. As more tech companies pivot their businesses to AI development, Nvidia has a massive advantage with its ability to sell its chips to the entire market. Competition from chipmakers <strong>AMD</strong> and <strong>Intel</strong> is growing, but Nvidia has so far built up a lead that will be difficult to beat.</p><h2>Is Apple or Nvidia stock the better buy?</h2><p>Apple and Nvidia have vast potential in their respective industries and will likely offer investors considerable gains in the coming years. However, choosing which company is the better buy lies in which is less of a risk and the more reliable choice. In this case, Apple stock is the better buy.</p><p>Nvidia has vast potential in AI, but its soaring stock price this year banking on the success of an untested market makes its stock the more volatile option. Meanwhile, Apple has proven time and time again its dominance in consumer tech and its ability to steal a leading market share in nearly any sector it enters. </p><p>Moreover, Apple&#39;s forward price-to-earnings ratio of 30 compared to Nvidia&#39;s 70 makes the iPhone company a better value. So if you can only choose one, go with Apple&#39;s stock. However, Nvidia shares are still a compelling option if you&#39;re looking to invest in the burgeoning AI industry.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Apple vs. Nvidia</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Buy: Apple vs. Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-22 23:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/21/better-buy-apple-vs-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a stock market sell-off last year, the tech industry is on the rise in 2023, alongside innovative developments in consumer tech, artificial intelligence (AI), and more. As a result, the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/21/better-buy-apple-vs-nvidia/\">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","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2023/05/21/better-buy-apple-vs-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2337665904","content_text":"After a stock market sell-off last year, the tech industry is on the rise in 2023, alongside innovative developments in consumer tech, artificial intelligence (AI), and more. As a result, the companies leading these sectors make increasingly attractive investments.Since its founding almost 50 years ago, Apple has conquered consumer tech by offering quality products across multiple markets. Its success in the industry has helped its stock climb over 1,000% in the last decade, granting investors consistent and reliable gains. Meanwhile, Nvidia has captured Wall Street's attention by achieving an over 80% market share in consumer graphic processing units (GPUs) and using it to catapult itself to the top of the booming AI industry.These companies likely have much to offer investors over the long term, thanks to their positions at the top of multiple lucrative markets. However, if you only have room for one in your portfolio, you'll need to know which is the better buy. So let's determine whether your money is better off with Apple or Nvidia's stock. Apple offers consistent gains and unrivaled brand loyaltyThis month, Apple's stock surpassed its year-over-year record high price of $174, achieved in August 2022, by inching over $175. While a stock reaching such heights might suggest it's too expensive, Apple shares continue to be a buy thanks to their consistent and reliable growth. In the last five years alone, the company's stock has risen 276% despite having to contend with a global pandemic and an economic downturn.Apple's reliability largely stems from the brand loyalty it has garnered from consumers over the years. Warren Buffett described the company's consumer devotion perfectly last month when he said, \"If someone offered you $10,000 to never buy an iPhone again, you wouldn't take it.\" While surprising, the sentiment is true for millions of people who would happily switch brands of other products before abandoning their Apple devices.The company's immense consumer loyalty has given it the power to rapidly grow public adoption of newer technologies. Markets like smartphones, tablets, Bluetooth headphones, and smartwatches each saw a massive spike in consumer adoption when Apple entered the picture, with the company now holding the largest market share in each of these sectors.Apple's expected venture into virtual/augmented reality with a new headset later this year could make it the leader of this $31 billion market as well.Nvidia enjoyed a monster rally in 2023 as it rides the AI waveNvidia's stock has skyrocketed 116% since Jan. 1, with bullish investors excited by the company's prospects in AI. The company has taken a top spot in the industry by becoming the primary supplier of GPUs to OpenAI's ChatGPT, an advanced chatbot capable of producing human-like dialogue. Considering ChatGPT was one of the main drivers of the current AI boom, Nvidia is well positioned to become the industry's go-to chip provider.According to data from Grand View Research, the AI market is projected to develop at a compound annual growth rate of 37% through 2030, valued at about $137 billion last year. GPUs like Nvidia's are crucial to that growth, as the chips' power is required to run and develop AI software.Moreover, a report from TrendForce in March revealed ChatGPT used about 20,000 GPUs in 2020, with that figure projected to hit 30,000 as it readies for commercialization. As more tech companies pivot their businesses to AI development, Nvidia has a massive advantage with its ability to sell its chips to the entire market. Competition from chipmakers AMD and Intel is growing, but Nvidia has so far built up a lead that will be difficult to beat.Is Apple or Nvidia stock the better buy?Apple and Nvidia have vast potential in their respective industries and will likely offer investors considerable gains in the coming years. However, choosing which company is the better buy lies in which is less of a risk and the more reliable choice. In this case, Apple stock is the better buy.Nvidia has vast potential in AI, but its soaring stock price this year banking on the success of an untested market makes its stock the more volatile option. Meanwhile, Apple has proven time and time again its dominance in consumer tech and its ability to steal a leading market share in nearly any sector it enters. Moreover, Apple's forward price-to-earnings ratio of 30 compared to Nvidia's 70 makes the iPhone company a better value. So if you can only choose one, go with Apple's stock. However, Nvidia shares are still a compelling option if you're looking to invest in the burgeoning AI industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970581845,"gmtCreate":1684712354387,"gmtModify":1684712359009,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970581845","repostId":"1155020969","repostType":2,"repost":{"id":"1155020969","kind":"news","pubTimestamp":1684631237,"share":"https://ttm.financial/m/news/1155020969?lang=&edition=fundamental","pubTime":"2023-05-21 09:07","market":"us","language":"en","title":"Hedge Funds’ Ultra-Bearish Oil Bets Signal US Recession Angst","url":"https://stock-news.laohu8.com/highlight/detail?id=1155020969","media":"Bloomberg","summary":"Non-commercial positions are near most bearish since 2011Aggressive positioning risks over-correctio","content":"<html><head></head><body><ul><li><p>Non-commercial positions are near most bearish since 2011</p></li><li><p>Aggressive positioning risks over-correction and volatility</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/288ca0a7fca956a53a139ca3b5e9e357\" title=\"\" tg-width=\"1000\" tg-height=\"666\"/></p><p>Money managers that trade derivatives linked to oil and fuel prices are about as bearish as they’ve been in more than a decade, suggesting they’re braced for a recession that could cause contracts from crude to jet fuel to take another tumble.</p><p>The trading positions of non-commercial players such as hedge funds are near the most bearish levels since at least 2011 across a combination of all major oil contracts. And in bets that are perhaps most indicative of recession expectations, speculators’ combined views on diesel and gasoil — fuels that power the economy — are near the most bearish levels since early in the Covid-19 pandemic. </p><p>The gloom over the oil market this year has come from multiple directions, including expectations that the Federal Reserve’s rate hikes will provoke a contraction and China’s less-than-booming rebound from its Covid-19 restrictions. Add in the threat of a US default if politicians fail to raise the debt ceiling and the possibility that OPEC+ may not deliver all the output cuts they’ve pledged, and traders have no shortage of bear scenarios to choose from. </p><p>“It’s pretty remarkable to see this type of positioning,” Greg Sharenow, who manages a portfolio focused on energy and commodities at Pacific Investment Management Co., said in an interview. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4818c1786915bb2be9c31b7d080da16\" title=\"\" tg-width=\"930\" tg-height=\"523\"/></p><p> To be sure, the investors that make up the non-commercial cohort are a diverse group with a variety of approaches, ranging from hedge funds betting on macro strategies to algorithm-driven traders focused on price momentum and trends. Positioning in gasoil and US diesel ticked slightly higher in the latest week. And commercial traders — those that work for the producers as well as other merchants of crude — aren’t so bearish, with some even reducing hedges against a potential price drop. </p><p>But the extreme extent of the financial traders’ bearishness raises the risk of volatility if the Organization of Petroleum Exporting Countries and its allies decide to cut production further. That scenario may set off a rush to exit the bets that sends oil prices surging and worsens inflation. </p><p>Goldman Sachs Group Inc. projects any large gains in oil prices could unleash as much as $40 billion worth of buying in US crude and Brent alone from trend-following commodity trading advisers, according to a note to clients seen by Bloomberg. By contrast, any big declines in prices aren’t likely to budge positioning much further, the bank forecasts.</p><p>The oil traders aren’t exactly going out on a limb with their recession bets, though. Of the 27 forecasters surveyed by Bloomberg in early May, 22 expected the US economy to slip into a contraction over the next year. However, the starting point for the downturn keeps getting pushed back as the robust labor market keeps wages growing and savings accumulated during the pandemic boost Americans’ spending power. </p><p>More broadly, the sentiment among global fund managers deteriorated to the most bearish this year, with 65% of survey participants now expecting a weaker economy, according to Bank of America Corp.’s latest survey. </p><p>Meanwhile, underlying physical markets aren’t reflecting the dire state that traders are preparing for. Refineries are processing the most crude for this time of year since the pandemic began. Air travel is rising just about everywhere, and gasoline demand in the US is now at the highest level since December 2021. At the same time, fuel inventories are below seasonal norms for gasoline and diesel in the US, and OPEC+ cuts and Canadian wildfires have limited crude supply.</p><p>Those trends have oil producers and other industry players pulling back on hedges against a drop. Positions among swap dealers — who are typically net short because they execute hedges for oil producers — are growing less bearish as some drillers buy back their protection against a sudden price decline, market participants said.  </p><p>The International Energy Agency recently hiked its expectations for global oil demand growth this year on China’s post-pandemic rebound, which, despite a strong gain in consumer usage, has failed to live up to optimistic forecasts. That’s because industrial demand has been the central focus for traders, and weakness in manufacturing and trucking has kept them from going long on diesel. </p><p>“Traders are focused on China recovery, specifically if the increase in consumer-led consumption can meaningfully outstrip weakness in industrial demand,” said Rebecca Babin, a senior energy trader at CIBC Private Wealth. </p><p>Speculative traders also are hesitant to unwind bearish positions because of the ongoing stalemate in the US debt-ceiling talks. The uncertainty is negative for risk-sensitive assets, including oil, said Fawad Razaqzada, a market analyst at StoneX Group. </p><p>While a reversal of the bearish sentiment doesn’t appear imminent, a continued decline in inventories may help oil beat other asset classes. </p><p>“If you do genuinely believe that we’re in a capital-disciplined and under-investing environment, then when the economy does stabilize, commodities, and oil within that, are likely to outperform over an extended period of time,” Pimco’s Sharenow said.</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>Hedge Funds’ Ultra-Bearish Oil Bets Signal US Recession Angst</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\">\nHedge Funds’ Ultra-Bearish Oil Bets Signal US Recession Angst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-21 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-05-20/hedge-funds-ultra-bearish-oil-bets-signal-us-recession-angst?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Non-commercial positions are near most bearish since 2011Aggressive positioning risks over-correction and volatilityMoney managers that trade derivatives linked to oil and fuel prices are about as ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-05-20/hedge-funds-ultra-bearish-oil-bets-signal-us-recession-angst?srnd=premium-asia\">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.bloomberg.com/news/articles/2023-05-20/hedge-funds-ultra-bearish-oil-bets-signal-us-recession-angst?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155020969","content_text":"Non-commercial positions are near most bearish since 2011Aggressive positioning risks over-correction and volatilityMoney managers that trade derivatives linked to oil and fuel prices are about as bearish as they’ve been in more than a decade, suggesting they’re braced for a recession that could cause contracts from crude to jet fuel to take another tumble.The trading positions of non-commercial players such as hedge funds are near the most bearish levels since at least 2011 across a combination of all major oil contracts. And in bets that are perhaps most indicative of recession expectations, speculators’ combined views on diesel and gasoil — fuels that power the economy — are near the most bearish levels since early in the Covid-19 pandemic. The gloom over the oil market this year has come from multiple directions, including expectations that the Federal Reserve’s rate hikes will provoke a contraction and China’s less-than-booming rebound from its Covid-19 restrictions. Add in the threat of a US default if politicians fail to raise the debt ceiling and the possibility that OPEC+ may not deliver all the output cuts they’ve pledged, and traders have no shortage of bear scenarios to choose from. “It’s pretty remarkable to see this type of positioning,” Greg Sharenow, who manages a portfolio focused on energy and commodities at Pacific Investment Management Co., said in an interview.  To be sure, the investors that make up the non-commercial cohort are a diverse group with a variety of approaches, ranging from hedge funds betting on macro strategies to algorithm-driven traders focused on price momentum and trends. Positioning in gasoil and US diesel ticked slightly higher in the latest week. And commercial traders — those that work for the producers as well as other merchants of crude — aren’t so bearish, with some even reducing hedges against a potential price drop. But the extreme extent of the financial traders’ bearishness raises the risk of volatility if the Organization of Petroleum Exporting Countries and its allies decide to cut production further. That scenario may set off a rush to exit the bets that sends oil prices surging and worsens inflation. Goldman Sachs Group Inc. projects any large gains in oil prices could unleash as much as $40 billion worth of buying in US crude and Brent alone from trend-following commodity trading advisers, according to a note to clients seen by Bloomberg. By contrast, any big declines in prices aren’t likely to budge positioning much further, the bank forecasts.The oil traders aren’t exactly going out on a limb with their recession bets, though. Of the 27 forecasters surveyed by Bloomberg in early May, 22 expected the US economy to slip into a contraction over the next year. However, the starting point for the downturn keeps getting pushed back as the robust labor market keeps wages growing and savings accumulated during the pandemic boost Americans’ spending power. More broadly, the sentiment among global fund managers deteriorated to the most bearish this year, with 65% of survey participants now expecting a weaker economy, according to Bank of America Corp.’s latest survey. Meanwhile, underlying physical markets aren’t reflecting the dire state that traders are preparing for. Refineries are processing the most crude for this time of year since the pandemic began. Air travel is rising just about everywhere, and gasoline demand in the US is now at the highest level since December 2021. At the same time, fuel inventories are below seasonal norms for gasoline and diesel in the US, and OPEC+ cuts and Canadian wildfires have limited crude supply.Those trends have oil producers and other industry players pulling back on hedges against a drop. Positions among swap dealers — who are typically net short because they execute hedges for oil producers — are growing less bearish as some drillers buy back their protection against a sudden price decline, market participants said.  The International Energy Agency recently hiked its expectations for global oil demand growth this year on China’s post-pandemic rebound, which, despite a strong gain in consumer usage, has failed to live up to optimistic forecasts. That’s because industrial demand has been the central focus for traders, and weakness in manufacturing and trucking has kept them from going long on diesel. “Traders are focused on China recovery, specifically if the increase in consumer-led consumption can meaningfully outstrip weakness in industrial demand,” said Rebecca Babin, a senior energy trader at CIBC Private Wealth. Speculative traders also are hesitant to unwind bearish positions because of the ongoing stalemate in the US debt-ceiling talks. The uncertainty is negative for risk-sensitive assets, including oil, said Fawad Razaqzada, a market analyst at StoneX Group. While a reversal of the bearish sentiment doesn’t appear imminent, a continued decline in inventories may help oil beat other asset classes. “If you do genuinely believe that we’re in a capital-disciplined and under-investing environment, then when the economy does stabilize, commodities, and oil within that, are likely to outperform over an extended period of time,” Pimco’s Sharenow said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970539313,"gmtCreate":1684631191032,"gmtModify":1684631195098,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970539313","repostId":"2336472595","repostType":2,"repost":{"id":"2336472595","kind":"highlight","pubTimestamp":1684541965,"share":"https://ttm.financial/m/news/2336472595?lang=&edition=fundamental","pubTime":"2023-05-20 08:19","market":"us","language":"en","title":"Tesla: Prepare For A Macroeconomic Storm","url":"https://stock-news.laohu8.com/highlight/detail?id=2336472595","media":"seekingalpha","summary":"Investment ThesisTesla, Inc. (NASDAQ:TSLA) just had its 2023 annual shareholder meeting on Tuesday, ","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/789e7c34e3a788ee36136caea7db71a2\" tg-width=\"750\" tg-height=\"506\"/></p><h2>Investment Thesis</h2><p><strong>Tesla, Inc.</strong> (NASDAQ:TSLA) just had its 2023 annual shareholder meeting on Tuesday, and the stock is up about 5% since then. More to the point, Tesla stock is up 42.62% YTD, reflecting positive investor sentiment, perhaps following some statements by CEO Elon Musk that he is open to media advertising and that he has found a new CEO for Twitter.</p><p>Still, we think market participants have overlooked some of Elon Musk&#39;s comments about the macroeconomic environment, where we find Tesla highly suspect for a macroeconomic blast. In this article, we explore why a macroeconomic storm is potentially imminent, and why investors may want to be cautious.</p><h2>An Interest Rate Storm</h2><p>In one of our previous articles, we warned investors about a potential &#34;interest rate storm&#34; that appeared on the horizon, and now seems to have arrived. Elon Musk also touched on this subject, several times during the annual shareholder meeting:</p><blockquote>Interest rates have a very big effect on the affordability of cars. The vast majority of people buy cars based on the monthly payment, so it&#39;s like &#34;how much is the monthly payment?&#34; And it&#39;s not a question of value for money, it&#39;s just do they actually have enough money, can they afford it?</blockquote><p>And so, in the article, we looked at where auto loan rates are headed, also as a function of where short-term interest rates are now. Because, over the past 40 years, interest rates have generally been a tailwind as they had fallen to all-time lows. In 2016, for example, the average interest rate on the most common loan (72-month) touched nearly 4%. Currently, however, that figure is more like 7-8%.</p><p>Short-term interest rates are now at the same level as they were in 2007, when interest rates on auto loans were around 8%, which we will use in our example.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9461b3c3dfa849e905f86a8030838e3\" tg-width=\"640\" tg-height=\"219\"/></p><p>Federal Reserve (FRED)</p><p></p><p>The monthly payment may not have increased that much for, say, a popular Model Y long-range, but it adds up over several years. Consumers will end up spending $6228 more if they finance at 8%, compared to the 4.5% we saw in 2021 and during the previous decade of near-0 rates.</p><p>But in terms of affordability, it also plays a big role. As a rule of thumb for affordability, it is common knowledge that car payments should not exceed 15% of monthly take-home pay. With an $828 payment, it becomes affordable at a monthly income of over $5520, and at $914 you would be expected to earn over $6093.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b376b398f34a8495da6be989662404ec\" tg-width=\"640\" tg-height=\"172\"/></p><p>Bankrate</p><p></p><p>And when sold to the masses, a 10% increase in income needed to afford the same car can cut into demand faster than you might expect. Not only that, but the debt-to-income ratio plays a role in financing a car, along with the bank&#39;s general lending standards.</p><p>As mortgage rates have also risen, the amount of total monthly debt people owes on a higher-rate financed property, or higher interest charges on credit cards, can also impair people&#39;s ability to finance a car at all. If the debt-to-income ratio is too high, banks are generally unwilling to finance. But perhaps more importantly in the current environment, any undue pressure on banks in general could curtail their willingness to expand their portfolio of auto loans. And with multiple banks like First Republic Bank (OTCPK:FRCB) and <a href=\"https://laohu8.com/S/SIVBO\">SVB Financial Group</a> (OTC:SIVBQ) going bankrupt six ways to Sunday, banks are tightening credit for auto loans significantly. Here&#39;s what Elon Musk had to say about this:</p><blockquote>As interest rates increase, and credit tightens, like it&#39;s safe to say that these various banks that have died are probably somewhat distracted from handing out auto loans. If you&#39;re on the way to the cemetery, increasing their auto loan portfolio is not the first thing on their mind.</blockquote><p>And when you couple this with data recently released by the Federal Reserve, it does become very clear that banks are tightening their lending standards loan size portfolio for auto loans tremendously, the strictest in recent history, with the exception being 2020.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f10c31d30ace91b57b0ef211ed08d6ee\" tg-width=\"640\" tg-height=\"219\"/></p><p>Federal Reserve (FRED)</p><p></p><h2>Demand Is A Concern</h2><p>Another risk we evaluate is Tesla&#39;s ambiguity when it comes to pricing. In 2021, at a time when cars were in short-supply and trading well above MSRP, Tesla could exert tremendous leverage and continually raise prices.</p><p>We can also see this in Tesla&#39;s used car price data, which saw a huge increase in 2021 and recently collapsed, along with Tesla&#39;s gross margins. In Q1 2022, Tesla reached record gross margins of 29.1%, and it is right now standing at 19.3% in Q1. Even if we take Model Y, for example, the price decline in Q2 continued, with little improvement in sight.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6261301bc4dbbfc1caf7df7eb37d7f2\" tg-width=\"640\" tg-height=\"345\"/></p><p>CarGurus</p><p></p><p>It is also important to note that Tesla first cut prices sharply in the middle of the first quarter, and so we most likely have not yet seen a spike in margin pressure, as we should see the full effect of the price cuts in the second quarter. And that&#39;s without taking into account further price declines in the coming month. Used car prices for Model Y went from $73,241 at the peak to $50,302 now, which is a huge change of -31.32%.</p><p>Elon Musk also seemed rather reluctant to talk about demand during the Q1 call, telling investors mainly that:</p><blockquote>I think the overall thing we can say is that orders are in excess of production. (Q1 Earnings Call.)</blockquote><p>Which is perhaps a bit of a cop-out, as orders are likely to be in excess of production if Tesla merely keeps cutting prices. It also seems that Elon is fully prepared to cut prices, which may affect margins in order to still meet volume targets and monetize the fleet with FSD Beta later on, which we think is a risky strategy to say the least:</p><blockquote>We&#39;ve taken a view that pushing for higher volumes and a larger fleet is the right choice here versus a lower volume and higher margin. However, we expect our vehicles, over time, will be able to generate significant profit through autonomy. So we do believe we&#39;re like laying the groundwork here, and then it&#39;s better to ship a large number of cars at a lower margin, and subsequently, harvest that margin in the future as we perfect autonomy.</blockquote><p>If we actually start looking at the inventory for hints of future potential price cuts, the stock on some models seems to be high in certain regions. Especially in Europe, where the Model Y is especially in high inventory, and the Model 3 which has also seen inventory growth in the United States.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dec676f31493f5bfa3c5fde5f8a2c1de\" tg-width=\"640\" tg-height=\"400\"/></p><p>Tesla Info</p><p></p><p>In China, deliveries and production do seem to be going according to plan and are arguably in line with expectations, although they lag a bit behind BYD in the month of April.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cc14f183627dfe763a09f820c2e5180\" tg-width=\"640\" tg-height=\"364\"/></p><p>CnEVPost</p><p></p><p>Tesla cut prices in China mainly late last year/first quarter of this year, and has kept prices strong since then, which means we expect less impact in terms of margins for China for the second quarter unless prices get cut again. For example, the standard Model Y currently sells in China for just RMB 263,900, or $37,592.</p><p>Overall, Tesla is not the only one with big ambitions to capture the EV car market in China, as BYD has set a goal of selling 3.6 million EVs and PHEVs by 2023.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcb7d80796c153d32a9ef7d923c7ae47\" tg-width=\"640\" tg-height=\"361\"/></p><p>CnEVPost</p><p></p><h2>The Macro Storm</h2><p>And so, in terms of what the next 12 months look like, we think there are immense macroeconomic risks ahead for Tesla. Elon Musk believes that, too, as he has hinted on Twitter and in a recent interview with CNBC, in which he indicated that the Fed is operating with &#34;too much latency.&#34;</p><p>This is evidenced by the spread between 10-year and 3-month interest rates, which is now over -166 bp, more than in 2008 and the most since the 1980s. This essentially screams that there are short- to medium-term economic problems ahead.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dec3ed7e7a67bb82826001f35c8e87fb\" tg-width=\"640\" tg-height=\"219\"/></p><p>Federal Reserve (FRED)</p><p></p><p>Tesla is expected by Elon Musk himself and Wall Street to achieve $100.27 billion in revenue for fiscal year 2023. Tesla&#39;s gross margins have historically been relatively close to those of Toyota Motor Corporation (TM) &amp; BYD Company Limited (OTCPK:BYDDF) until 2021, when Tesla&#39;s gross margins varied widely.</p><p>However, these gross margins have currently returned to average, and one may wonder if this was just temporary pricing power rather than permanent. We believe this may be due to extremely favorable macroeconomic conditions combined with little competition on the EV front and less supply chain disruption due to Tesla&#39;s high vertical integration.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b320e76a22da0dd06b5b53b63a9b8c6\" tg-width=\"640\" tg-height=\"384\"/></p><p>TIKR Terminal</p><p></p><p>Regardless, we stand by our conclusion that we think gross margins in Q2 and probably in FY2023 will be lower than Q1 figures, because prices were not significantly reduced until midway through Q1 and smaller reductions occurred in Q2.</p><p>Keeping with Q1 margins, and taking into account a gross margin of about 19%, we think Tesla will bring in $19 billion in gross revenue. Operating expenses, despite the scale-up, have remained flat at about $1.85 billion per quarter, and we think that will continue. In other words, we think operating income for fiscal year 2023 is expected to be about $11.60 billion. This would be in line with the 12-month operating income trend, which has recently remained flat.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ae019201965fd137bf33cad799349f6\" tg-width=\"640\" tg-height=\"384\"/></p><p>TIKR Terminal</p><p></p><p>This trend, perhaps worryingly, is also evident based on free cash flow. Over the past 12 months, free cash flow was $5.78 billion (CFO-CapEx). However, if we were to measure actual profitability and take into account stock-based compensation, we would be left with about $4.22 billion on a TTM basis. This contrasts with the $560.65BN market capitalization, so downside risk protection is questionable at 132x Adjusted FCF (TTM).</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acf1ed54577d35c60c45d7e1bbe168c1\" tg-width=\"640\" tg-height=\"384\"/></p><p>TIKR Terminal</p><p></p><p>Tesla&#39;s Chinese counterpart, BYD for example, also got hit in terms of Free Cash Flow (&#34;FCF&#34;) recently, but still brought in $3.93BN worth of FCF despite headwinds on a TTM basis. Unlike Tesla, however, it is currently valued at $101.19BN or 25.75x TTM Free Cash Flow. At BYD&#39;s valuation, Tesla would be trading at a $148.83BN market cap, not even adjusting for stock-based compensation.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa1dc8c762b8026406f90d8ac5fa3d50\" tg-width=\"640\" tg-height=\"384\"/></p><p>TIKR Terminal</p><p></p><p>Even if we try to make the valuation work from an EBIT perspective, we don&#39;t see how Tesla would now trade well below intrinsic value. As we said earlier, we think operating income comes out to $11.60 billion for FY2023.</p><p>From a top-line perspective, as we also indicated earlier, it is expected to come out somewhere at $100BN, or a 23% increase for 2023. Wall Street Estimates expect 29.21% growth for 2024, and revenue growth in the years after that will also slow to low double digits. If we give Tesla the benefit of the doubt, at a PEG ratio of 1, or a ratio of 30x Operating Income at 30% growth, we would arrive at a market cap of $348BN.</p><p>That would be closer to the bottom from early this year, around $110. At the current $560.65BN market cap and a P/FCF multiple of 20x, we expect Tesla to have to put in 28.03BN of FCF on an annualized basis, which is a far cry from its current $5.78BN of TTM FCF.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fd4257be0f8cb47f5c2dd3aa592db76\" tg-width=\"635\" tg-height=\"433\"/></p><p>Data by YCharts</p><p></p><p>The main problem, we currently have with Tesla is that it seems the company is increasing the number of cars at the expense of margin. To what extent this is due to macroeconomic pressures, competition, or market saturation in general may be a bit too early to guess. It seems to us that a next-generation platform is indeed needed at a lower MSRP to sell both volume and margin, but there is currently renewed speculation about what the margins will be.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bdee5f441592ca23868c1b65b1f8600\" tg-width=\"640\" tg-height=\"384\"/></p><p>TIKR Terminal</p><p></p><p>Even if we were to ignore the $5.78BN of FCF on a TTM basis, and take the highest FCF generated by Tesla on a TTM basis, which was $8.91BN last year at a 30x P/FCF multiple, we would only end up with $267.3BN or $84.32 per share.</p><h2>The Ace Of Spades</h2><p>Finally, just because we think bottom-line performance is unlikely to be driven by hardware sales does not mean Elon Musk cannot have a couple of aces up his sleeves.</p><p>Tesla FSD could potentially unlock an immense amount of value if their fleet could be deployed as a robotaxi fleet. Tesla&#39;s FSD is getting close to perfection, although &#34;close enough&#34; is not nearly enough when it comes to self-driving. And it remains to be seen when/if they would actually be allowed to deploy their FSD full scale, only using cameras as Elon Musk himself would like. Needless to say, it won&#39;t be there tomorrow, or maybe even in the next few years. Other competitors such as Waymo of Alphabet Inc. (GOOG, GOOGL) and Cruise of General Motors (GM), are already active, although they use other equipment such as Radar/ Lidar, sensors and pre-mapped locations.</p><p>There are also opportunities such as using this data collected through FSD and applying their AI with their Optimus robot, which could create an incredible future mass-market product, although it won&#39;t be there tomorrow, either. The same goes for the application of their AI expertise for generative AI and other software products. We think it&#39;s too much speculation for now. Insiders have not been shy about selling lately, either: Elon&#39;s brother Kimbal exercised options and also sold $19.5M worth of shares.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ee2a1e0e98d286e913245dc2a5df57c\" tg-width=\"640\" tg-height=\"256\"/></p><p>OpenInsider</p><p></p><p>Technically, everything also seems to point in the direction of downward movement. We currently see Tesla trading in a downward channel, heading towards the previous lows from earlier this year around $100.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb132144851563517261930f7fe93d0e\" tg-width=\"640\" tg-height=\"363\"/></p><p>Tradingview, Wright&#39;s Research</p><p></p><p>Also on a Fibonacci retracement, it appears that the stock hit the lower limit of the trading range earlier this year at about $105, and rebounded strongly from this support level and was rejected at the upper limit of the 50% level at $214. Our technical analysis in line with the fundamentals and macroeconomic view leads us to believe that Tesla is likely headed for its 2023 lows, and could perhaps be considered a buy at such levels.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69e87e97aaac3aa16afef0797a089001\" tg-width=\"640\" tg-height=\"363\"/></p><p>Tradingview, Wright&#39;s Research</p><p></p><h2>The Bottom Line</h2><p>While Tesla offers very bright future prospects in automation, AI and robotics, given the fundamental and macroeconomic outlook, it remains too speculative for us to touch.</p><p>Margins have plummeted, prices have been cut, and banks are tightening credit en masse. Therefore, we think Tesla is heading into the perfect storm in the second quarter. Until Tesla, Inc. again shows margin improvements while increasing sales, or trades at lower multiples closer to its industry peers, we keep our &#34;hold&#34; rating, as we think Tesla&#39;s fair value/ intrinsic value is closer to its previous lows at $100.</p><p>Other companies such as BYD, which is extremely similar in terms of free cash flow and growth rates, are trading at less than 1/5 of Tesla&#39;s current market capitalization. The next 12 months will be very difficult for Tesla, Inc., and Elon Musk has not been shy about announcing this to shareholders. Yet the stock is up more than 42% YTD, which does not reflect this sentiment. As Elon Musk said at the annual shareholder meeting:</p><blockquote>This is going to be a challenging 12 months, I sort of want to be realistic about it that Tesla is not immune to the global economic environment. I expect things to be just at a macroeconomic level difficult for at least the next 12 months. Like, Tesla will get through it, and we&#39;ll do well and I think we&#39;ll see a lot of companies go bankrupt. I want to make sure this is not just the &#34;good news parade.&#34;</blockquote></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Prepare For A Macroeconomic Storm</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: Prepare For A Macroeconomic Storm\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-20 08:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4606058-tesla-stock-prepare-for-macroeconomic-storm><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisTesla, Inc. (NASDAQ:TSLA) just had its 2023 annual shareholder meeting on Tuesday, and the stock is up about 5% since then. More to the point, Tesla stock is up 42.62% YTD, reflecting...</p>\n\n<a href=\"https://seekingalpha.com/article/4606058-tesla-stock-prepare-for-macroeconomic-storm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4523":"印度概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4534":"瑞士信贷持仓","BK4555":"新能源车","TM":"丰田汽车","TSLA":"特斯拉","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TTM":"塔塔汽车","GM":"通用汽车","BK4585":"ETF&股票定投概念","BK4527":"明星科技股","BK4559":"巴菲特持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4550":"红杉资本持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4588":"碎股","BK4574":"无人驾驶","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4551":"寇图资本持仓","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4561":"索罗斯持仓","FRCB":"第一共和银行"},"source_url":"https://seekingalpha.com/article/4606058-tesla-stock-prepare-for-macroeconomic-storm","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2336472595","content_text":"Investment ThesisTesla, Inc. (NASDAQ:TSLA) just had its 2023 annual shareholder meeting on Tuesday, and the stock is up about 5% since then. More to the point, Tesla stock is up 42.62% YTD, reflecting positive investor sentiment, perhaps following some statements by CEO Elon Musk that he is open to media advertising and that he has found a new CEO for Twitter.Still, we think market participants have overlooked some of Elon Musk's comments about the macroeconomic environment, where we find Tesla highly suspect for a macroeconomic blast. In this article, we explore why a macroeconomic storm is potentially imminent, and why investors may want to be cautious.An Interest Rate StormIn one of our previous articles, we warned investors about a potential \"interest rate storm\" that appeared on the horizon, and now seems to have arrived. Elon Musk also touched on this subject, several times during the annual shareholder meeting:Interest rates have a very big effect on the affordability of cars. The vast majority of people buy cars based on the monthly payment, so it's like \"how much is the monthly payment?\" And it's not a question of value for money, it's just do they actually have enough money, can they afford it?And so, in the article, we looked at where auto loan rates are headed, also as a function of where short-term interest rates are now. Because, over the past 40 years, interest rates have generally been a tailwind as they had fallen to all-time lows. In 2016, for example, the average interest rate on the most common loan (72-month) touched nearly 4%. Currently, however, that figure is more like 7-8%.Short-term interest rates are now at the same level as they were in 2007, when interest rates on auto loans were around 8%, which we will use in our example.Federal Reserve (FRED)The monthly payment may not have increased that much for, say, a popular Model Y long-range, but it adds up over several years. Consumers will end up spending $6228 more if they finance at 8%, compared to the 4.5% we saw in 2021 and during the previous decade of near-0 rates.But in terms of affordability, it also plays a big role. As a rule of thumb for affordability, it is common knowledge that car payments should not exceed 15% of monthly take-home pay. With an $828 payment, it becomes affordable at a monthly income of over $5520, and at $914 you would be expected to earn over $6093.BankrateAnd when sold to the masses, a 10% increase in income needed to afford the same car can cut into demand faster than you might expect. Not only that, but the debt-to-income ratio plays a role in financing a car, along with the bank's general lending standards.As mortgage rates have also risen, the amount of total monthly debt people owes on a higher-rate financed property, or higher interest charges on credit cards, can also impair people's ability to finance a car at all. If the debt-to-income ratio is too high, banks are generally unwilling to finance. But perhaps more importantly in the current environment, any undue pressure on banks in general could curtail their willingness to expand their portfolio of auto loans. And with multiple banks like First Republic Bank (OTCPK:FRCB) and SVB Financial Group (OTC:SIVBQ) going bankrupt six ways to Sunday, banks are tightening credit for auto loans significantly. Here's what Elon Musk had to say about this:As interest rates increase, and credit tightens, like it's safe to say that these various banks that have died are probably somewhat distracted from handing out auto loans. If you're on the way to the cemetery, increasing their auto loan portfolio is not the first thing on their mind.And when you couple this with data recently released by the Federal Reserve, it does become very clear that banks are tightening their lending standards loan size portfolio for auto loans tremendously, the strictest in recent history, with the exception being 2020.Federal Reserve (FRED)Demand Is A ConcernAnother risk we evaluate is Tesla's ambiguity when it comes to pricing. In 2021, at a time when cars were in short-supply and trading well above MSRP, Tesla could exert tremendous leverage and continually raise prices.We can also see this in Tesla's used car price data, which saw a huge increase in 2021 and recently collapsed, along with Tesla's gross margins. In Q1 2022, Tesla reached record gross margins of 29.1%, and it is right now standing at 19.3% in Q1. Even if we take Model Y, for example, the price decline in Q2 continued, with little improvement in sight.CarGurusIt is also important to note that Tesla first cut prices sharply in the middle of the first quarter, and so we most likely have not yet seen a spike in margin pressure, as we should see the full effect of the price cuts in the second quarter. And that's without taking into account further price declines in the coming month. Used car prices for Model Y went from $73,241 at the peak to $50,302 now, which is a huge change of -31.32%.Elon Musk also seemed rather reluctant to talk about demand during the Q1 call, telling investors mainly that:I think the overall thing we can say is that orders are in excess of production. (Q1 Earnings Call.)Which is perhaps a bit of a cop-out, as orders are likely to be in excess of production if Tesla merely keeps cutting prices. It also seems that Elon is fully prepared to cut prices, which may affect margins in order to still meet volume targets and monetize the fleet with FSD Beta later on, which we think is a risky strategy to say the least:We've taken a view that pushing for higher volumes and a larger fleet is the right choice here versus a lower volume and higher margin. However, we expect our vehicles, over time, will be able to generate significant profit through autonomy. So we do believe we're like laying the groundwork here, and then it's better to ship a large number of cars at a lower margin, and subsequently, harvest that margin in the future as we perfect autonomy.If we actually start looking at the inventory for hints of future potential price cuts, the stock on some models seems to be high in certain regions. Especially in Europe, where the Model Y is especially in high inventory, and the Model 3 which has also seen inventory growth in the United States.Tesla InfoIn China, deliveries and production do seem to be going according to plan and are arguably in line with expectations, although they lag a bit behind BYD in the month of April.CnEVPostTesla cut prices in China mainly late last year/first quarter of this year, and has kept prices strong since then, which means we expect less impact in terms of margins for China for the second quarter unless prices get cut again. For example, the standard Model Y currently sells in China for just RMB 263,900, or $37,592.Overall, Tesla is not the only one with big ambitions to capture the EV car market in China, as BYD has set a goal of selling 3.6 million EVs and PHEVs by 2023.CnEVPostThe Macro StormAnd so, in terms of what the next 12 months look like, we think there are immense macroeconomic risks ahead for Tesla. Elon Musk believes that, too, as he has hinted on Twitter and in a recent interview with CNBC, in which he indicated that the Fed is operating with \"too much latency.\"This is evidenced by the spread between 10-year and 3-month interest rates, which is now over -166 bp, more than in 2008 and the most since the 1980s. This essentially screams that there are short- to medium-term economic problems ahead.Federal Reserve (FRED)Tesla is expected by Elon Musk himself and Wall Street to achieve $100.27 billion in revenue for fiscal year 2023. Tesla's gross margins have historically been relatively close to those of Toyota Motor Corporation (TM) & BYD Company Limited (OTCPK:BYDDF) until 2021, when Tesla's gross margins varied widely.However, these gross margins have currently returned to average, and one may wonder if this was just temporary pricing power rather than permanent. We believe this may be due to extremely favorable macroeconomic conditions combined with little competition on the EV front and less supply chain disruption due to Tesla's high vertical integration.TIKR TerminalRegardless, we stand by our conclusion that we think gross margins in Q2 and probably in FY2023 will be lower than Q1 figures, because prices were not significantly reduced until midway through Q1 and smaller reductions occurred in Q2.Keeping with Q1 margins, and taking into account a gross margin of about 19%, we think Tesla will bring in $19 billion in gross revenue. Operating expenses, despite the scale-up, have remained flat at about $1.85 billion per quarter, and we think that will continue. In other words, we think operating income for fiscal year 2023 is expected to be about $11.60 billion. This would be in line with the 12-month operating income trend, which has recently remained flat.TIKR TerminalThis trend, perhaps worryingly, is also evident based on free cash flow. Over the past 12 months, free cash flow was $5.78 billion (CFO-CapEx). However, if we were to measure actual profitability and take into account stock-based compensation, we would be left with about $4.22 billion on a TTM basis. This contrasts with the $560.65BN market capitalization, so downside risk protection is questionable at 132x Adjusted FCF (TTM).TIKR TerminalTesla's Chinese counterpart, BYD for example, also got hit in terms of Free Cash Flow (\"FCF\") recently, but still brought in $3.93BN worth of FCF despite headwinds on a TTM basis. Unlike Tesla, however, it is currently valued at $101.19BN or 25.75x TTM Free Cash Flow. At BYD's valuation, Tesla would be trading at a $148.83BN market cap, not even adjusting for stock-based compensation.TIKR TerminalEven if we try to make the valuation work from an EBIT perspective, we don't see how Tesla would now trade well below intrinsic value. As we said earlier, we think operating income comes out to $11.60 billion for FY2023.From a top-line perspective, as we also indicated earlier, it is expected to come out somewhere at $100BN, or a 23% increase for 2023. Wall Street Estimates expect 29.21% growth for 2024, and revenue growth in the years after that will also slow to low double digits. If we give Tesla the benefit of the doubt, at a PEG ratio of 1, or a ratio of 30x Operating Income at 30% growth, we would arrive at a market cap of $348BN.That would be closer to the bottom from early this year, around $110. At the current $560.65BN market cap and a P/FCF multiple of 20x, we expect Tesla to have to put in 28.03BN of FCF on an annualized basis, which is a far cry from its current $5.78BN of TTM FCF.Data by YChartsThe main problem, we currently have with Tesla is that it seems the company is increasing the number of cars at the expense of margin. To what extent this is due to macroeconomic pressures, competition, or market saturation in general may be a bit too early to guess. It seems to us that a next-generation platform is indeed needed at a lower MSRP to sell both volume and margin, but there is currently renewed speculation about what the margins will be.TIKR TerminalEven if we were to ignore the $5.78BN of FCF on a TTM basis, and take the highest FCF generated by Tesla on a TTM basis, which was $8.91BN last year at a 30x P/FCF multiple, we would only end up with $267.3BN or $84.32 per share.The Ace Of SpadesFinally, just because we think bottom-line performance is unlikely to be driven by hardware sales does not mean Elon Musk cannot have a couple of aces up his sleeves.Tesla FSD could potentially unlock an immense amount of value if their fleet could be deployed as a robotaxi fleet. Tesla's FSD is getting close to perfection, although \"close enough\" is not nearly enough when it comes to self-driving. And it remains to be seen when/if they would actually be allowed to deploy their FSD full scale, only using cameras as Elon Musk himself would like. Needless to say, it won't be there tomorrow, or maybe even in the next few years. Other competitors such as Waymo of Alphabet Inc. (GOOG, GOOGL) and Cruise of General Motors (GM), are already active, although they use other equipment such as Radar/ Lidar, sensors and pre-mapped locations.There are also opportunities such as using this data collected through FSD and applying their AI with their Optimus robot, which could create an incredible future mass-market product, although it won't be there tomorrow, either. The same goes for the application of their AI expertise for generative AI and other software products. We think it's too much speculation for now. Insiders have not been shy about selling lately, either: Elon's brother Kimbal exercised options and also sold $19.5M worth of shares.OpenInsiderTechnically, everything also seems to point in the direction of downward movement. We currently see Tesla trading in a downward channel, heading towards the previous lows from earlier this year around $100.Tradingview, Wright's ResearchAlso on a Fibonacci retracement, it appears that the stock hit the lower limit of the trading range earlier this year at about $105, and rebounded strongly from this support level and was rejected at the upper limit of the 50% level at $214. Our technical analysis in line with the fundamentals and macroeconomic view leads us to believe that Tesla is likely headed for its 2023 lows, and could perhaps be considered a buy at such levels.Tradingview, Wright's ResearchThe Bottom LineWhile Tesla offers very bright future prospects in automation, AI and robotics, given the fundamental and macroeconomic outlook, it remains too speculative for us to touch.Margins have plummeted, prices have been cut, and banks are tightening credit en masse. Therefore, we think Tesla is heading into the perfect storm in the second quarter. Until Tesla, Inc. again shows margin improvements while increasing sales, or trades at lower multiples closer to its industry peers, we keep our \"hold\" rating, as we think Tesla's fair value/ intrinsic value is closer to its previous lows at $100.Other companies such as BYD, which is extremely similar in terms of free cash flow and growth rates, are trading at less than 1/5 of Tesla's current market capitalization. The next 12 months will be very difficult for Tesla, Inc., and Elon Musk has not been shy about announcing this to shareholders. Yet the stock is up more than 42% YTD, which does not reflect this sentiment. As Elon Musk said at the annual shareholder meeting:This is going to be a challenging 12 months, I sort of want to be realistic about it that Tesla is not immune to the global economic environment. I expect things to be just at a macroeconomic level difficult for at least the next 12 months. Like, Tesla will get through it, and we'll do well and I think we'll see a lot of companies go bankrupt. I want to make sure this is not just the \"good news parade.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970503771,"gmtCreate":1684549950293,"gmtModify":1684549955576,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970503771","repostId":"1170947548","repostType":2,"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9940525827,"gmtCreate":1678061673769,"gmtModify":1678061677444,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":27,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940525827","repostId":"2317160870","repostType":4,"repost":{"id":"2317160870","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1678056831,"share":"https://ttm.financial/m/news/2317160870?lang=&edition=fundamental","pubTime":"2023-03-06 06:53","market":"us","language":"en","title":"Jobs Report; Powell Testifies; Sea, JD.com, CrowdStrike Earnings: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2317160870","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n  The latest data on the U.S. job market and several major earning reports w","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Nicholas Jasinski \n</p>\n<p>\n  The latest data on the U.S. job market and several major earning reports will be this week's highlights. \n</p>\n<p>\n     On Wednesday, the Bureau of Labor Statistics will release the Job Openings and Labor Turnover Survey, or JOLTS. The consensus estimate is for 10.7 million job openings on the last business day of January, which would be a slight decline from December. \n</p>\n<p>\n     On Friday, the BLS releases February jobs data. Economists expect a gain of 215,000 nonfarm payrolls and for the unemployment rate to hold steady at 3.4%. Job growth surprised to the upside in January, with the U.S. economy adding 517,000 payrolls. \n</p>\n<p>\n     Companies reporting this week will include Ciena on Monday, CrowdStrike Holdings and Dick's Sporting Goods on Tuesday, and  Brown-Forman and Campbell Soup on Wednesday.  JD.com, Oracle, and Ulta Beauty will release results on Thursday. \n</p>\n<p>\n     General Electric will host an investor day on Thursday. Management will discuss expectations and plans for the year ahead and for the upcoming spinoff of GE's power business. Apple will hold its annual shareholders meeting on Friday. \n</p>\n<p>\n     Finally, the Bank of Japan will announce a monetary-policy decision on Friday. The central bank is expected to keep its short-term interest rate unchanged at negative 0.1%. \n</p>\n<p>\n     Monday 3/6 \n</p>\n<p>\n     Ciena, Nutanix, and Trip.com report quarterly results. \n</p>\n<p>\n     Merck hosts an investor event in New Orleans to discuss its cardiovascular drug pipeline, in conjunction with the American College of Cardiology and World Heart Federation Expo. \n</p>\n<p>\n     Tuesday 3/7 \n</p>\n<p>\n     Casey's General Store, CrowdStrike Holdings, and Dick's Sporting Goods announce earnings. \n</p>\n<p>\n     The Federal Reserve reports consumer credit data for January. In 2022, total consumer debt increased 7.8%, the largest jump since 2001, to a record $4.78 trillion. Nonrevolving credit -- mainly mortgages as well as auto and student loans -- rose 5.6%, while revolving credit -- mostly credit-card debt -- spiked 14.8%. \n</p>\n<p>\n     Wednesday 3/8 \n</p>\n<p>\n     ADP releases its National Employment report for February. Economists forecast an increase of 180,000 private-sector jobs, after a rise of 106,000 in January. The leisure and hospitality industry led the way in January. \n</p>\n<p>\n     Brown-Forman, Campbell Soup, and MongoDB release quarterly results. \n</p>\n<p>\n     The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10.7 million job openings on the last business day of January, slightly less than in December. Job openings remained historically elevated, and there are currently nearly two openings for every unemployed person. \n</p>\n<p>\n     Thursday 3/9 \n</p>\n<p>\n     JD.com, Oracle, and Ulta Beauty hold conference calls to discuss earnings. \n</p>\n<p>\n     General Electric hosts an investor meeting to discuss the coming year and the pending spinoff of GE Vernova, which includes GE's Digital, Renewable Energy, and Power business. The spinoff is expected to be completed early next year. \n</p>\n<p>\n     The Federal Reserve releases the Financial Accounts of the U.S., which includes total household net worth data, for the fourth quarter. As of Sept. 30, household net worth totaled $143.3 trillion, about $7 trillion less than the record high reached in the fourth quarter of 2021. \n</p>\n<p>\n     Friday 3/10 \n</p>\n<p>\n     Apple holds its annual shareholders meeting in a virtual format. \n</p>\n<p>\n     The Bank of Japan announces its monetary-policy decision. The central bank is expected to keep its short-term interest rate unchanged at negative 0.1%. Haruhiko Kuroda, the governor of the BOJ and architect of its negative interest-rate policy, will retire in April. Incoming Gov. Kazuo Ueda is expected to maintain the BOJ's ultraloose monetary policy. \n</p>\n<p>\n     The BLS releases the jobs report for February. The economy is expected to have added 215,000 nonfarm jobs, following a gain of 517,000 in January. The January data outpaced consensus estimate by more than 300,000. Economists forecast the unemployment rate to remain unchanged at 3.4%, the lowest in more than a half-century. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 05, 2023 21:48 ET (02:48 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jobs Report; Powell Testifies; Sea, JD.com, CrowdStrike Earnings: 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; 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\">\nJobs Report; Powell Testifies; Sea, JD.com, CrowdStrike Earnings: What to Know This Week\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\">2023-03-06 06:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Nicholas Jasinski \n</p>\n<p>\n  The latest data on the U.S. job market and several major earning reports will be this week's highlights. \n</p>\n<p>\n     On Wednesday, the Bureau of Labor Statistics will release the Job Openings and Labor Turnover Survey, or JOLTS. The consensus estimate is for 10.7 million job openings on the last business day of January, which would be a slight decline from December. \n</p>\n<p>\n     On Friday, the BLS releases February jobs data. Economists expect a gain of 215,000 nonfarm payrolls and for the unemployment rate to hold steady at 3.4%. Job growth surprised to the upside in January, with the U.S. economy adding 517,000 payrolls. \n</p>\n<p>\n     Companies reporting this week will include Ciena on Monday, CrowdStrike Holdings and Dick's Sporting Goods on Tuesday, and  Brown-Forman and Campbell Soup on Wednesday.  JD.com, Oracle, and Ulta Beauty will release results on Thursday. \n</p>\n<p>\n     General Electric will host an investor day on Thursday. Management will discuss expectations and plans for the year ahead and for the upcoming spinoff of GE's power business. Apple will hold its annual shareholders meeting on Friday. \n</p>\n<p>\n     Finally, the Bank of Japan will announce a monetary-policy decision on Friday. The central bank is expected to keep its short-term interest rate unchanged at negative 0.1%. \n</p>\n<p>\n     Monday 3/6 \n</p>\n<p>\n     Ciena, Nutanix, and Trip.com report quarterly results. \n</p>\n<p>\n     Merck hosts an investor event in New Orleans to discuss its cardiovascular drug pipeline, in conjunction with the American College of Cardiology and World Heart Federation Expo. \n</p>\n<p>\n     Tuesday 3/7 \n</p>\n<p>\n     Casey's General Store, CrowdStrike Holdings, and Dick's Sporting Goods announce earnings. \n</p>\n<p>\n     The Federal Reserve reports consumer credit data for January. In 2022, total consumer debt increased 7.8%, the largest jump since 2001, to a record $4.78 trillion. Nonrevolving credit -- mainly mortgages as well as auto and student loans -- rose 5.6%, while revolving credit -- mostly credit-card debt -- spiked 14.8%. \n</p>\n<p>\n     Wednesday 3/8 \n</p>\n<p>\n     ADP releases its National Employment report for February. Economists forecast an increase of 180,000 private-sector jobs, after a rise of 106,000 in January. The leisure and hospitality industry led the way in January. \n</p>\n<p>\n     Brown-Forman, Campbell Soup, and MongoDB release quarterly results. \n</p>\n<p>\n     The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10.7 million job openings on the last business day of January, slightly less than in December. Job openings remained historically elevated, and there are currently nearly two openings for every unemployed person. \n</p>\n<p>\n     Thursday 3/9 \n</p>\n<p>\n     JD.com, Oracle, and Ulta Beauty hold conference calls to discuss earnings. \n</p>\n<p>\n     General Electric hosts an investor meeting to discuss the coming year and the pending spinoff of GE Vernova, which includes GE's Digital, Renewable Energy, and Power business. The spinoff is expected to be completed early next year. \n</p>\n<p>\n     The Federal Reserve releases the Financial Accounts of the U.S., which includes total household net worth data, for the fourth quarter. As of Sept. 30, household net worth totaled $143.3 trillion, about $7 trillion less than the record high reached in the fourth quarter of 2021. \n</p>\n<p>\n     Friday 3/10 \n</p>\n<p>\n     Apple holds its annual shareholders meeting in a virtual format. \n</p>\n<p>\n     The Bank of Japan announces its monetary-policy decision. The central bank is expected to keep its short-term interest rate unchanged at negative 0.1%. Haruhiko Kuroda, the governor of the BOJ and architect of its negative interest-rate policy, will retire in April. Incoming Gov. Kazuo Ueda is expected to maintain the BOJ's ultraloose monetary policy. \n</p>\n<p>\n     The BLS releases the jobs report for February. The economy is expected to have added 215,000 nonfarm jobs, following a gain of 517,000 in January. The January data outpaced consensus estimate by more than 300,000. Economists forecast the unemployment rate to remain unchanged at 3.4%, the lowest in more than a half-century. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 05, 2023 21:48 ET (02:48 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","ISBC":"投资者银行","CRWD":"CrowdStrike Holdings, Inc.",".DJI":"道琼斯","CIEN":"Ciena科技",".IXIC":"NASDAQ Composite","ORCL":"甲骨文","AAPL":"苹果","SE":"Sea Ltd","GE":"GE航空航天"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317160870","content_text":"By Nicholas Jasinski \n\n\n  The latest data on the U.S. job market and several major earning reports will be this week's highlights. \n\n\n     On Wednesday, the Bureau of Labor Statistics will release the Job Openings and Labor Turnover Survey, or JOLTS. The consensus estimate is for 10.7 million job openings on the last business day of January, which would be a slight decline from December. \n\n\n     On Friday, the BLS releases February jobs data. Economists expect a gain of 215,000 nonfarm payrolls and for the unemployment rate to hold steady at 3.4%. Job growth surprised to the upside in January, with the U.S. economy adding 517,000 payrolls. \n\n\n     Companies reporting this week will include Ciena on Monday, CrowdStrike Holdings and Dick's Sporting Goods on Tuesday, and  Brown-Forman and Campbell Soup on Wednesday.  JD.com, Oracle, and Ulta Beauty will release results on Thursday. \n\n\n     General Electric will host an investor day on Thursday. Management will discuss expectations and plans for the year ahead and for the upcoming spinoff of GE's power business. Apple will hold its annual shareholders meeting on Friday. \n\n\n     Finally, the Bank of Japan will announce a monetary-policy decision on Friday. The central bank is expected to keep its short-term interest rate unchanged at negative 0.1%. \n\n\n     Monday 3/6 \n\n\n     Ciena, Nutanix, and Trip.com report quarterly results. \n\n\n     Merck hosts an investor event in New Orleans to discuss its cardiovascular drug pipeline, in conjunction with the American College of Cardiology and World Heart Federation Expo. \n\n\n     Tuesday 3/7 \n\n\n     Casey's General Store, CrowdStrike Holdings, and Dick's Sporting Goods announce earnings. \n\n\n     The Federal Reserve reports consumer credit data for January. In 2022, total consumer debt increased 7.8%, the largest jump since 2001, to a record $4.78 trillion. Nonrevolving credit -- mainly mortgages as well as auto and student loans -- rose 5.6%, while revolving credit -- mostly credit-card debt -- spiked 14.8%. \n\n\n     Wednesday 3/8 \n\n\n     ADP releases its National Employment report for February. Economists forecast an increase of 180,000 private-sector jobs, after a rise of 106,000 in January. The leisure and hospitality industry led the way in January. \n\n\n     Brown-Forman, Campbell Soup, and MongoDB release quarterly results. \n\n\n     The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10.7 million job openings on the last business day of January, slightly less than in December. Job openings remained historically elevated, and there are currently nearly two openings for every unemployed person. \n\n\n     Thursday 3/9 \n\n\n     JD.com, Oracle, and Ulta Beauty hold conference calls to discuss earnings. \n\n\n     General Electric hosts an investor meeting to discuss the coming year and the pending spinoff of GE Vernova, which includes GE's Digital, Renewable Energy, and Power business. The spinoff is expected to be completed early next year. \n\n\n     The Federal Reserve releases the Financial Accounts of the U.S., which includes total household net worth data, for the fourth quarter. As of Sept. 30, household net worth totaled $143.3 trillion, about $7 trillion less than the record high reached in the fourth quarter of 2021. \n\n\n     Friday 3/10 \n\n\n     Apple holds its annual shareholders meeting in a virtual format. \n\n\n     The Bank of Japan announces its monetary-policy decision. The central bank is expected to keep its short-term interest rate unchanged at negative 0.1%. Haruhiko Kuroda, the governor of the BOJ and architect of its negative interest-rate policy, will retire in April. Incoming Gov. Kazuo Ueda is expected to maintain the BOJ's ultraloose monetary policy. \n\n\n     The BLS releases the jobs report for February. The economy is expected to have added 215,000 nonfarm jobs, following a gain of 517,000 in January. The January data outpaced consensus estimate by more than 300,000. Economists forecast the unemployment rate to remain unchanged at 3.4%, the lowest in more than a half-century. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 05, 2023 21:48 ET (02:48 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970445676,"gmtCreate":1684880329696,"gmtModify":1684880333688,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970445676","repostId":"2337532379","repostType":2,"repost":{"id":"2337532379","kind":"highlight","pubTimestamp":1684854644,"share":"https://ttm.financial/m/news/2337532379?lang=&edition=fundamental","pubTime":"2023-05-23 23:10","market":"us","language":"en","title":"70% of Companies Will Use AI by 2030 - 2 of the Best AI Stocks Investors Can Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2337532379","media":"Motley Fool","summary":"Artificial intelligence is set to drive an incredible era of productivity and value creation.","content":"<html><head></head><body><p>Have you ever used artificial intelligence (AI)? The answer is very likely &#34;Yes.&#34;</p><p>I know that because AI is already an active part of internet searches, streaming TV networks, social media platforms, e-commerce, traffic and weather services, and even banking operations. Each time you use one of those services, your experience is enhanced by AI. </p><p>The technology has captivated the investment community in 2023 because several start-ups have showcased the abilities of their AI projects. The surge in interest in AI began with the debut of OpenAI&#39;s ChatGPT platform, which is a computer system that simulates human intelligence processes, enabling it to effectively answer complex questions, write computer code, and even recognize images without direct human assistance. </p><p>The corporate sector is now racing to integrate AI into as many products and services as possible, as leadership teams see opportunities to boost productivity and increase revenue. </p><h2>Early adoption will separate the winners from the losers</h2><p>Research firm McKinsey &amp; Company recently released a series of projections detailing the potential impact of AI on the broader economy. According to its forecasts, by 2030, up to 70% of companies will have integrated the technology into their businesses in some capacity, creating an additional $13 trillion in global economic activity.</p><p>But early adopters of AI stand to gain the most. By integrating it today and developing it over the next five to seven years, companies stand to increase their free cash flow by 122% by 2030, McKinsey researchers predict. By contrast, those businesses that wait until later in the decade to start adopting AI might only see a 10% gain, and organizations that don&#39;t use it at all could deal themselves a 23% decline in free cash flow instead.</p><p>If McKinsey &amp; Company&#39;s estimates turn out to roughly match reality, investors who identify the leaders in AI today and buy their shares for the long run can expect to book the highest returns on their investments. If you want to be among them, here are two strong candidates. </p><h2>1. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Microsoft has placed itself at the forefront of technology innovations since it was founded in 1975, from software to gaming to cloud computing. Therefore, investors shouldn&#39;t be surprised it has taken an early leadership position in the AI race. </p><p>In 2023 alone, Microsoft has invested a rumored $10 billion in ChatGPT creator OpenAI, which it has integrated into its Bing search engine, the Azure cloud platform, and its Teams video collaboration software. The company also invested an undisclosed amount in Builder.ai, which helps small businesses develop software without the need to hire experienced programmers.</p><p>The integration of OpenAI into Azure will probably be the most valuable in the long run, especially in the context of McKinsey &amp; Company&#39;s projections, because it allows Microsoft to become a key distributor of advanced AI tools to its cloud customers. Approximately 2,500 businesses had already signed up to use OpenAI on Azure in the first quarter of 2023, which was a tenfold increase in just three months. </p><p>Builder.ai could also be a useful addition to Microsoft&#39;s cloud ecosystem in the future. It could pave the way for millions of small businesses to join Azure -- businesses that would otherwise pay a third party to develop software for them instead. </p><p>Wall Street firm Bernstein thinks AI could double Azure&#39;s revenue, boosting it ahead of <strong>Amazon </strong>Web Services to become the largest cloud platform in the industry. Investors who want to expose their stock portfolios to AI technology might want to start by buying Microsoft. </p><h2>2. <a href=\"https://laohu8.com/S/SOUN\">SoundHound AI</a></h2><p>SoundHound AI is no Microsoft. It&#39;s valued at just $592 million right now, and that&#39;s after the 108% surge in its stock price this year. Its focus area is conversational AI, but instead of using text like ChatGPT, SoundHound&#39;s technology understands voice prompts and responds in kind. </p><p>If the McKinsey &amp; Company estimate is correct and 70% of companies adopt AI by 2030, then SoundHound could become a very successful provider of the technology. </p><p>Automotive giants like <strong>Mercedes-Benz</strong>, <strong>Hyundai</strong>, and <strong>Honda</strong> are using SoundHound to power the AI voice assistants in their vehicles. Drivers can use their voices to request almost any information they want, from weather forecasts to sports results. Unlike the tech giants competing in this space, SoundHound offers a white-label solution that can be fully customized, which is a unique selling point.</p><p>The company also serves the entertainment industry. <strong>Netflix</strong> is on its client list, in addition to a host of restaurants and hospitality businesses.</p><p>SoundHound just released its first-quarter results, and while it only generated $6.7 million in revenue, it has a whopping $335.9 million worth of bookings in the pipeline. That figure rose 46% year over year, so expect the company&#39;s revenue to scale quickly from here.</p><p>But there are risks. SoundHound lost $26 million in Q1, and it&#39;s a long way from profitability. On a positive note, it just closed a $125 million funding deal, which will secure its financial position for at least the next 12 months. It can use that time to eat into its bookings backlog and really ramp up the business. </p><p>Conservative investors should stick to stocks like Microsoft, but SoundHound AI presents an enticing risk-reward proposition for those who can stomach some volatility.</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>70% of Companies Will Use AI by 2030 - 2 of the Best AI Stocks Investors Can Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n70% of Companies Will Use AI by 2030 - 2 of the Best AI Stocks Investors Can Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-23 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/23/70-companies-ai-2030-2-best-stocks-investors-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Have you ever used artificial intelligence (AI)? The answer is very likely \"Yes.\"I know that because AI is already an active part of internet searches, streaming TV networks, social media platforms, e...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/23/70-companies-ai-2030-2-best-stocks-investors-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","SOUN":"SoundHound AI Inc"},"source_url":"https://www.fool.com/investing/2023/05/23/70-companies-ai-2030-2-best-stocks-investors-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2337532379","content_text":"Have you ever used artificial intelligence (AI)? The answer is very likely \"Yes.\"I know that because AI is already an active part of internet searches, streaming TV networks, social media platforms, e-commerce, traffic and weather services, and even banking operations. Each time you use one of those services, your experience is enhanced by AI. The technology has captivated the investment community in 2023 because several start-ups have showcased the abilities of their AI projects. The surge in interest in AI began with the debut of OpenAI's ChatGPT platform, which is a computer system that simulates human intelligence processes, enabling it to effectively answer complex questions, write computer code, and even recognize images without direct human assistance. The corporate sector is now racing to integrate AI into as many products and services as possible, as leadership teams see opportunities to boost productivity and increase revenue. Early adoption will separate the winners from the losersResearch firm McKinsey & Company recently released a series of projections detailing the potential impact of AI on the broader economy. According to its forecasts, by 2030, up to 70% of companies will have integrated the technology into their businesses in some capacity, creating an additional $13 trillion in global economic activity.But early adopters of AI stand to gain the most. By integrating it today and developing it over the next five to seven years, companies stand to increase their free cash flow by 122% by 2030, McKinsey researchers predict. By contrast, those businesses that wait until later in the decade to start adopting AI might only see a 10% gain, and organizations that don't use it at all could deal themselves a 23% decline in free cash flow instead.If McKinsey & Company's estimates turn out to roughly match reality, investors who identify the leaders in AI today and buy their shares for the long run can expect to book the highest returns on their investments. If you want to be among them, here are two strong candidates. 1. MicrosoftMicrosoft has placed itself at the forefront of technology innovations since it was founded in 1975, from software to gaming to cloud computing. Therefore, investors shouldn't be surprised it has taken an early leadership position in the AI race. In 2023 alone, Microsoft has invested a rumored $10 billion in ChatGPT creator OpenAI, which it has integrated into its Bing search engine, the Azure cloud platform, and its Teams video collaboration software. The company also invested an undisclosed amount in Builder.ai, which helps small businesses develop software without the need to hire experienced programmers.The integration of OpenAI into Azure will probably be the most valuable in the long run, especially in the context of McKinsey & Company's projections, because it allows Microsoft to become a key distributor of advanced AI tools to its cloud customers. Approximately 2,500 businesses had already signed up to use OpenAI on Azure in the first quarter of 2023, which was a tenfold increase in just three months. Builder.ai could also be a useful addition to Microsoft's cloud ecosystem in the future. It could pave the way for millions of small businesses to join Azure -- businesses that would otherwise pay a third party to develop software for them instead. Wall Street firm Bernstein thinks AI could double Azure's revenue, boosting it ahead of Amazon Web Services to become the largest cloud platform in the industry. Investors who want to expose their stock portfolios to AI technology might want to start by buying Microsoft. 2. SoundHound AISoundHound AI is no Microsoft. It's valued at just $592 million right now, and that's after the 108% surge in its stock price this year. Its focus area is conversational AI, but instead of using text like ChatGPT, SoundHound's technology understands voice prompts and responds in kind. If the McKinsey & Company estimate is correct and 70% of companies adopt AI by 2030, then SoundHound could become a very successful provider of the technology. Automotive giants like Mercedes-Benz, Hyundai, and Honda are using SoundHound to power the AI voice assistants in their vehicles. Drivers can use their voices to request almost any information they want, from weather forecasts to sports results. Unlike the tech giants competing in this space, SoundHound offers a white-label solution that can be fully customized, which is a unique selling point.The company also serves the entertainment industry. Netflix is on its client list, in addition to a host of restaurants and hospitality businesses.SoundHound just released its first-quarter results, and while it only generated $6.7 million in revenue, it has a whopping $335.9 million worth of bookings in the pipeline. That figure rose 46% year over year, so expect the company's revenue to scale quickly from here.But there are risks. SoundHound lost $26 million in Q1, and it's a long way from profitability. On a positive note, it just closed a $125 million funding deal, which will secure its financial position for at least the next 12 months. It can use that time to eat into its bookings backlog and really ramp up the business. Conservative investors should stick to stocks like Microsoft, but SoundHound AI presents an enticing risk-reward proposition for those who can stomach some volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952499766,"gmtCreate":1674866836155,"gmtModify":1676538963104,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952499766","repostId":"2306400111","repostType":4,"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970430424,"gmtCreate":1684798298569,"gmtModify":1684798303539,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Both are good","listText":"Both are good","text":"Both are good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970430424","repostId":"2337665904","repostType":2,"repost":{"id":"2337665904","kind":"highlight","pubTimestamp":1684767994,"share":"https://ttm.financial/m/news/2337665904?lang=&edition=fundamental","pubTime":"2023-05-22 23:06","market":"us","language":"en","title":"Better Buy: Apple vs. Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2337665904","media":"Motley Fool","summary":"Apple and Nvidia lead multiple high-growth markets, making their stocks attractive investments right now.","content":"<html><head></head><body><p>After a stock market sell-off last year, the tech industry is on the rise in 2023, alongside innovative developments in consumer tech, artificial intelligence (AI), and more. As a result, the companies leading these sectors make increasingly attractive investments.</p><p>Since its founding almost 50 years ago, <a href=\"https://laohu8.com/S/AAPL\">Apple</a> has conquered consumer tech by offering quality products across multiple markets. Its success in the industry has helped its stock climb over 1,000% in the last decade, granting investors consistent and reliable gains. </p><p>Meanwhile, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> has captured Wall Street&#39;s attention by achieving an over 80% market share in consumer graphic processing units (GPUs) and using it to catapult itself to the top of the booming AI industry.</p><p>These companies likely have much to offer investors over the long term, thanks to their positions at the top of multiple lucrative markets. However, if you only have room for one in your portfolio, you&#39;ll need to know which is the better buy. So let&#39;s determine whether your money is better off with Apple or Nvidia&#39;s stock. </p><h2><a href=\"https://laohu8.com/S/AAPL\">Apple</a> offers consistent gains and unrivaled brand loyalty</h2><p>This month, Apple&#39;s stock surpassed its year-over-year record high price of $174, achieved in August 2022, by inching over $175. While a stock reaching such heights might suggest it&#39;s too expensive, Apple shares continue to be a buy thanks to their consistent and reliable growth. In the last five years alone, the company&#39;s stock has risen 276% despite having to contend with a global pandemic and an economic downturn.</p><p>Apple&#39;s reliability largely stems from the brand loyalty it has garnered from consumers over the years. Warren Buffett described the company&#39;s consumer devotion perfectly last month when he said, &#34;If someone offered you $10,000 to never buy an iPhone again, you wouldn&#39;t take it.&#34; While surprising, the sentiment is true for millions of people who would happily switch brands of other products before abandoning their Apple devices.</p><p>The company&#39;s immense consumer loyalty has given it the power to rapidly grow public adoption of newer technologies. Markets like smartphones, tablets, Bluetooth headphones, and smartwatches each saw a massive spike in consumer adoption when Apple entered the picture, with the company now holding the largest market share in each of these sectors.</p><p>Apple&#39;s expected venture into virtual/augmented reality with a new headset later this year could make it the leader of this $31 billion market as well.</p><h2><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> enjoyed a monster rally in 2023 as it rides the AI wave</h2><p>Nvidia&#39;s stock has skyrocketed 116% since Jan. 1, with bullish investors excited by the company&#39;s prospects in AI. The company has taken a top spot in the industry by becoming the primary supplier of GPUs to OpenAI&#39;s ChatGPT, an advanced chatbot capable of producing human-like dialogue. Considering ChatGPT was one of the main drivers of the current AI boom, Nvidia is well positioned to become the industry&#39;s go-to chip provider.</p><p>According to data from Grand View Research, the AI market is projected to develop at a compound annual growth rate of 37% through 2030, valued at about $137 billion last year. GPUs like Nvidia&#39;s are crucial to that growth, as the chips&#39; power is required to run and develop AI software.</p><p>Moreover, a report from TrendForce in March revealed ChatGPT used about 20,000 GPUs in 2020, with that figure projected to hit 30,000 as it readies for commercialization. As more tech companies pivot their businesses to AI development, Nvidia has a massive advantage with its ability to sell its chips to the entire market. Competition from chipmakers <strong>AMD</strong> and <strong>Intel</strong> is growing, but Nvidia has so far built up a lead that will be difficult to beat.</p><h2>Is Apple or Nvidia stock the better buy?</h2><p>Apple and Nvidia have vast potential in their respective industries and will likely offer investors considerable gains in the coming years. However, choosing which company is the better buy lies in which is less of a risk and the more reliable choice. In this case, Apple stock is the better buy.</p><p>Nvidia has vast potential in AI, but its soaring stock price this year banking on the success of an untested market makes its stock the more volatile option. Meanwhile, Apple has proven time and time again its dominance in consumer tech and its ability to steal a leading market share in nearly any sector it enters. </p><p>Moreover, Apple&#39;s forward price-to-earnings ratio of 30 compared to Nvidia&#39;s 70 makes the iPhone company a better value. So if you can only choose one, go with Apple&#39;s stock. However, Nvidia shares are still a compelling option if you&#39;re looking to invest in the burgeoning AI industry.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Apple vs. Nvidia</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Buy: Apple vs. Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-22 23:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/21/better-buy-apple-vs-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a stock market sell-off last year, the tech industry is on the rise in 2023, alongside innovative developments in consumer tech, artificial intelligence (AI), and more. As a result, the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/21/better-buy-apple-vs-nvidia/\">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","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2023/05/21/better-buy-apple-vs-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2337665904","content_text":"After a stock market sell-off last year, the tech industry is on the rise in 2023, alongside innovative developments in consumer tech, artificial intelligence (AI), and more. As a result, the companies leading these sectors make increasingly attractive investments.Since its founding almost 50 years ago, Apple has conquered consumer tech by offering quality products across multiple markets. Its success in the industry has helped its stock climb over 1,000% in the last decade, granting investors consistent and reliable gains. Meanwhile, Nvidia has captured Wall Street's attention by achieving an over 80% market share in consumer graphic processing units (GPUs) and using it to catapult itself to the top of the booming AI industry.These companies likely have much to offer investors over the long term, thanks to their positions at the top of multiple lucrative markets. However, if you only have room for one in your portfolio, you'll need to know which is the better buy. So let's determine whether your money is better off with Apple or Nvidia's stock. Apple offers consistent gains and unrivaled brand loyaltyThis month, Apple's stock surpassed its year-over-year record high price of $174, achieved in August 2022, by inching over $175. While a stock reaching such heights might suggest it's too expensive, Apple shares continue to be a buy thanks to their consistent and reliable growth. In the last five years alone, the company's stock has risen 276% despite having to contend with a global pandemic and an economic downturn.Apple's reliability largely stems from the brand loyalty it has garnered from consumers over the years. Warren Buffett described the company's consumer devotion perfectly last month when he said, \"If someone offered you $10,000 to never buy an iPhone again, you wouldn't take it.\" While surprising, the sentiment is true for millions of people who would happily switch brands of other products before abandoning their Apple devices.The company's immense consumer loyalty has given it the power to rapidly grow public adoption of newer technologies. Markets like smartphones, tablets, Bluetooth headphones, and smartwatches each saw a massive spike in consumer adoption when Apple entered the picture, with the company now holding the largest market share in each of these sectors.Apple's expected venture into virtual/augmented reality with a new headset later this year could make it the leader of this $31 billion market as well.Nvidia enjoyed a monster rally in 2023 as it rides the AI waveNvidia's stock has skyrocketed 116% since Jan. 1, with bullish investors excited by the company's prospects in AI. The company has taken a top spot in the industry by becoming the primary supplier of GPUs to OpenAI's ChatGPT, an advanced chatbot capable of producing human-like dialogue. Considering ChatGPT was one of the main drivers of the current AI boom, Nvidia is well positioned to become the industry's go-to chip provider.According to data from Grand View Research, the AI market is projected to develop at a compound annual growth rate of 37% through 2030, valued at about $137 billion last year. GPUs like Nvidia's are crucial to that growth, as the chips' power is required to run and develop AI software.Moreover, a report from TrendForce in March revealed ChatGPT used about 20,000 GPUs in 2020, with that figure projected to hit 30,000 as it readies for commercialization. As more tech companies pivot their businesses to AI development, Nvidia has a massive advantage with its ability to sell its chips to the entire market. Competition from chipmakers AMD and Intel is growing, but Nvidia has so far built up a lead that will be difficult to beat.Is Apple or Nvidia stock the better buy?Apple and Nvidia have vast potential in their respective industries and will likely offer investors considerable gains in the coming years. However, choosing which company is the better buy lies in which is less of a risk and the more reliable choice. In this case, Apple stock is the better buy.Nvidia has vast potential in AI, but its soaring stock price this year banking on the success of an untested market makes its stock the more volatile option. Meanwhile, Apple has proven time and time again its dominance in consumer tech and its ability to steal a leading market share in nearly any sector it enters. Moreover, Apple's forward price-to-earnings ratio of 30 compared to Nvidia's 70 makes the iPhone company a better value. So if you can only choose one, go with Apple's stock. However, Nvidia shares are still a compelling option if you're looking to invest in the burgeoning AI industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947549094,"gmtCreate":1683336025318,"gmtModify":1683336028196,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"LOL","listText":"LOL","text":"LOL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9947549094","repostId":"2332929940","repostType":2,"repost":{"id":"2332929940","kind":"highlight","pubTimestamp":1683300466,"share":"https://ttm.financial/m/news/2332929940?lang=&edition=fundamental","pubTime":"2023-05-05 23:27","market":"us","language":"en","title":"2 Stocks That Could Triple Your Investment by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2332929940","media":"Motley Fool","summary":"It pays to sell in-demand products and be positioned to buy out the competition.","content":"<html><head></head><body><p>Projecting a company&#39;s future growth is a great way to figure out which businesses can meaningfully expand over the long run and increase wealth and which ones are simply over-hyped.</p><p>Let&#39;s look at a pair of hot growth stocks whose underlying businesses probably have what it takes to triple your investment before the close of the decade. While one of them could be a risky investment, both have credible paths to making shareholders a richer.</p><h2>1. Novo Nordisk</h2><p><strong>Novo Nordisk</strong> is a Danish pharma company that&#39;s been in the news lately, thanks to its drug semaglutide. The Food and Drug Administration (FDA) approved the drug in the U.S. for treating obesity, which sells under the trade name Wegovy. Additionally, semaglutide is also approved to treat type 2 diabetes and sold under the trade names Ozempic, an injectable, and Rybelsus, a pill.</p><p>Currently, the company&#39;s investigating semaglutide for other indications as well, like Alzheimer&#39;s disease, in late-stage clinical trials. And if the fact that its obesity care segment grew by 84% in 2022 means anything at all, it&#39;s that this company has a lot of growth on the way.</p><p>Over the last 10 years, Novo Nordisk grew its annual diluted earnings per share (EPS) at an average of 10.1% per year, reaching $3.59. Now, thanks largely to its anticipated semaglutide earnings, Wall Street analysts predict that, on average, its long-term EPS growth rate will be 20.7% annually. At that pace, its 2022 net income of $7.8 billion will expand to around $26.7 billion by 2030. And if its price-to-earnings (P/E) ratio remains at 44.2, its market cap could surpass $1.1 trillion -- more than triple its current value of $354 billion.</p><p>So, in principle, Novo Nordisk stock could indeed triple over the next 6.5 years. But that doesn&#39;t mean you should bet the bank on it happening. Even with a portfolio of great products, growing earnings by roughly 20% per year for more than half a decade is quite difficult for a large and established business.</p><p>Plus, there&#39;s always the chance that market phenomena will cause its P/E ratio to compress, meaning it would take a significantly faster pace of net income growth to still triple in value relative to today. Nonetheless, this stock isn&#39;t very risky thanks to its in-demand medicines and the likely output of its development pipeline. So don&#39;t be too afraid to buy a few shares, as a purchase will probably pay off over the coming years.</p><h2>2. SNDL</h2><p><strong>SNDL</strong> is a Canadian cannabis and liquor business that doesn&#39;t exactly have a hit drug like semaglutide to sell. Instead, SNDL&#39;s path to tripling by 2030 involves it surviving a decidedly toxic cocktail of market and economic factors that currently appear to be harming its competitors to the point that they will be relatively easy to buy out.</p><p>In a nutshell, it&#39;s a bad time to be a cannabis company. After experiencing a brutal collapse from the frothy frenzy of 2021, the market presently has shunned cannabis stocks. Most public businesses in the industry are unprofitable, and the piecemeal nature of marijuana legalization in the U.S. remains a major stumbling block.</p><p>More importantly, the North American marijuana markets are being punished by companies lowering cannabis prices because of excess weed floating around compared to the level of demand. There are too many goods chasing too few consumers.</p><p>But for a business like SNDL, these conditions make for the perfect setup. It currently has CA$207 million in unrestricted cash on hand and no debt. Due to significant impairments from its last set of acquisitions, it isn&#39;t profitable; however, it made CA$28.6 million in cash from operations in the fourth quarter, and its cash balance only dropped by CA$6.7 million in 2022.</p><p>At the same time, as a result of some of its prior investments and lending to other U.S. marijuana companies, it could gain a majority owner of one or two of the multi-state operators (MSOs) there. That could power its top line to surpass CA$1 billion before the end of 2023, up from 2022&#39;s sum of CA$712.2 million.</p><p>To triple, SNDL&#39;s market cap would need to reach approximately 1.2 billion U.S. dollars, up from its market cap near $400 million today. But right now, its price-to-sales (P/S) ratio is only 0.6, far lower than most of its competitors, not to mention the market&#39;s average P/S of 2.4. Let&#39;s assume it succeeds with its plans to gain control of a U.S. MSO or two so that by the end of 2023, it will reach CA$1 billion in sales, which is actually a bit lower than analysts&#39; estimates.</p><p>If it can then simply grow its annual revenue by a measly 8.5% annually over the six years following 2023, it&#39;ll easily triple to reach a market cap of $1.2 billion, provided its P/S expands a bit to reach a still-super-low value of 1.0. But if its valuation corrects to a level merely in the ballpark of the market&#39;s average, it could triple while growing even slower -- and with acquisition opportunities abounding, growing slower is unlikely. Still, its shares could also lose a lot of value between now and 2030, thanks to the difficult market conditions. So don&#39;t buy it unless you&#39;re brave.</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 Stocks That Could Triple Your Investment by 2030</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 Stocks That Could Triple Your Investment by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-05 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/03/2-stocks-that-could-triple-your-investment-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Projecting a company's future growth is a great way to figure out which businesses can meaningfully expand over the long run and increase wealth and which ones are simply over-hyped.Let's look at a ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/03/2-stocks-that-could-triple-your-investment-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDL":"SNDL Inc.","NVO":"诺和诺德"},"source_url":"https://www.fool.com/investing/2023/05/03/2-stocks-that-could-triple-your-investment-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2332929940","content_text":"Projecting a company's future growth is a great way to figure out which businesses can meaningfully expand over the long run and increase wealth and which ones are simply over-hyped.Let's look at a pair of hot growth stocks whose underlying businesses probably have what it takes to triple your investment before the close of the decade. While one of them could be a risky investment, both have credible paths to making shareholders a richer.1. Novo NordiskNovo Nordisk is a Danish pharma company that's been in the news lately, thanks to its drug semaglutide. The Food and Drug Administration (FDA) approved the drug in the U.S. for treating obesity, which sells under the trade name Wegovy. Additionally, semaglutide is also approved to treat type 2 diabetes and sold under the trade names Ozempic, an injectable, and Rybelsus, a pill.Currently, the company's investigating semaglutide for other indications as well, like Alzheimer's disease, in late-stage clinical trials. And if the fact that its obesity care segment grew by 84% in 2022 means anything at all, it's that this company has a lot of growth on the way.Over the last 10 years, Novo Nordisk grew its annual diluted earnings per share (EPS) at an average of 10.1% per year, reaching $3.59. Now, thanks largely to its anticipated semaglutide earnings, Wall Street analysts predict that, on average, its long-term EPS growth rate will be 20.7% annually. At that pace, its 2022 net income of $7.8 billion will expand to around $26.7 billion by 2030. And if its price-to-earnings (P/E) ratio remains at 44.2, its market cap could surpass $1.1 trillion -- more than triple its current value of $354 billion.So, in principle, Novo Nordisk stock could indeed triple over the next 6.5 years. But that doesn't mean you should bet the bank on it happening. Even with a portfolio of great products, growing earnings by roughly 20% per year for more than half a decade is quite difficult for a large and established business.Plus, there's always the chance that market phenomena will cause its P/E ratio to compress, meaning it would take a significantly faster pace of net income growth to still triple in value relative to today. Nonetheless, this stock isn't very risky thanks to its in-demand medicines and the likely output of its development pipeline. So don't be too afraid to buy a few shares, as a purchase will probably pay off over the coming years.2. SNDLSNDL is a Canadian cannabis and liquor business that doesn't exactly have a hit drug like semaglutide to sell. Instead, SNDL's path to tripling by 2030 involves it surviving a decidedly toxic cocktail of market and economic factors that currently appear to be harming its competitors to the point that they will be relatively easy to buy out.In a nutshell, it's a bad time to be a cannabis company. After experiencing a brutal collapse from the frothy frenzy of 2021, the market presently has shunned cannabis stocks. Most public businesses in the industry are unprofitable, and the piecemeal nature of marijuana legalization in the U.S. remains a major stumbling block.More importantly, the North American marijuana markets are being punished by companies lowering cannabis prices because of excess weed floating around compared to the level of demand. There are too many goods chasing too few consumers.But for a business like SNDL, these conditions make for the perfect setup. It currently has CA$207 million in unrestricted cash on hand and no debt. Due to significant impairments from its last set of acquisitions, it isn't profitable; however, it made CA$28.6 million in cash from operations in the fourth quarter, and its cash balance only dropped by CA$6.7 million in 2022.At the same time, as a result of some of its prior investments and lending to other U.S. marijuana companies, it could gain a majority owner of one or two of the multi-state operators (MSOs) there. That could power its top line to surpass CA$1 billion before the end of 2023, up from 2022's sum of CA$712.2 million.To triple, SNDL's market cap would need to reach approximately 1.2 billion U.S. dollars, up from its market cap near $400 million today. But right now, its price-to-sales (P/S) ratio is only 0.6, far lower than most of its competitors, not to mention the market's average P/S of 2.4. Let's assume it succeeds with its plans to gain control of a U.S. MSO or two so that by the end of 2023, it will reach CA$1 billion in sales, which is actually a bit lower than analysts' estimates.If it can then simply grow its annual revenue by a measly 8.5% annually over the six years following 2023, it'll easily triple to reach a market cap of $1.2 billion, provided its P/S expands a bit to reach a still-super-low value of 1.0. But if its valuation corrects to a level merely in the ballpark of the market's average, it could triple while growing even slower -- and with acquisition opportunities abounding, growing slower is unlikely. Still, its shares could also lose a lot of value between now and 2030, thanks to the difficult market conditions. So don't buy it unless you're brave.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194462640533752,"gmtCreate":1688514391825,"gmtModify":1688522554716,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Crowdstrike","listText":"Crowdstrike","text":"Crowdstrike","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/194462640533752","repostId":"2348052735","repostType":2,"repost":{"id":"2348052735","kind":"highlight","pubTimestamp":1688544600,"share":"https://ttm.financial/m/news/2348052735?lang=&edition=fundamental","pubTime":"2023-07-05 16:10","market":"us","language":"en","title":"3 Top Cybersecurity Stocks to Buy in July","url":"https://stock-news.laohu8.com/highlight/detail?id=2348052735","media":"Motley Fool","summary":"Cisco, Zscaler, and Cloudflare are all great long-term plays on this secular trend.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Cisco is a conservative play on both the networking and security markets.</p></li><li><p>Zscaler is a hypergrowth play on the cloud and zero-trust markets.</p></li><li><p>Cloudflare will benefit from the growing need for CDN and bot-blocking services.</p></li></ul><p>Cybersecurity companies are usually resistant to macro headwinds because most of their clients won&#39;t lower their digital defenses just to save a few dollars. The market leaders might struggle to gain new customers during economic downturns, but they&#39;ll still likely expand over the long term as cyberattacks become costly and devastating.</p><p>Last month I discussed why <strong>Fortinet</strong>, <strong><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></strong>, and <strong>CrowdStrike </strong>were all great long-term plays on that secular trend. Today I&#39;ll add three more promising cybersecurity stocks to that list: <strong>Cisco</strong>,<strong> Zscaler</strong>, and <strong>Cloudflare</strong>.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a563cf362d87cf8d6cf2cc445d90b045\" alt=\"Image source: Getty Images.\" title=\"Image source: Getty Images.\" tg-width=\"700\" tg-height=\"376\"/><span>Image source: Getty Images.</span></p><h2>1. Cisco</h2><p>Many investors forget that Cisco, the world&#39;s largest networking hardware company, also owns a massive cybersecurity business. Its end-to-end security division, which it repeatedly expanded through a long list of acquisitions over the past decade, generated $3.7 billion in revenue in fiscal 2022 (which ended last July) and accounted for 9% of its top line.</p><p>Cisco still generates most of its revenue from its routers and switches, but it bundles its cybersecurity solutions -- including its threat detection service ThreatGRID, its cloud access security broker Cloudlock, its network security platform Observable Networks, and its unified access platform Duo Security -- with its networking hardware devices. That strategy simultaneously widens Cisco&#39;s moat against other networking and cybersecurity companies.</p><p>In fiscal 2022, Cisco&#39;s revenue and adjusted EPS rose 3% and 4%, respectively, even as the growth of its hardware business was temporarily throttled by supply chain constraints. For fiscal 2023, it expects its revenue to rise 10%-10.5% and for its adjusted EPS to grow 13%-14% as those headwinds dissipate. Over the long term, it expects its revenue and adjusted EPS to both grow 5%-7% annually from fiscal 2021 through fiscal 2025.</p><p>Cisco&#39;s stable long-term outlook, along with its low forward multiple of 13 and high forward yield of 3.1%, make it a safe bet for conservative investors. It probably won&#39;t double or triple anytime soon, but it&#39;s definitely a good place to park your cash.</p><h2>2. Zscaler</h2><p>Investors who are hungry for more growth should check out Zscaler, a provider of &#34;zero trust&#34; services that treat everyone -- including a company&#39;s CEO -- as a potential threat. Unlike many older cybersecurity companies that install on-site appliances, Zscaler only provides cloud-based services -- which are stickier, don&#39;t require any maintenance, and are easier to scale as an organization expands.</p><p>Between fiscal 2017 and fiscal 2022 (which ended last July), Zscaler&#39;s revenue grew at a compound annual growth rate (CAGR) of 54%. Analysts expect its revenue to continue rising at a CAGR of 33% from fiscal 2022 to fiscal 2025, which is an impressive growth rate for a company that already serves 30% of the Fortune 500.</p><p>Zscaler is also proactively tapping into the explosive growth of the generative AI market, which is being driven by new AI platforms like ChatGPT, with new security tools for AI apps and AI-powered enhancements for its own security platform.</p><p>All of those fresh irons in the fire, along with the broader growth of the zero-trust security market (which Future Markets Insights expects to expand at a CAGR of 15% from 2022 to 2032), make Zscaler a promising hypergrowth play for investors who can stomach a lot of near-term volatility. Zscaler&#39;s stock might not seem cheap right now at 13 times this year&#39;s sales, but its impressive growth rates arguably justify that higher valuation.</p><h2>3. Cloudflare</h2><p>Growth-oriented investors should also take a closer look at Cloudflare, the cloud-based content delivery network (CDN) and cybersecurity services provider that aims to become the &#34;water filtration&#34; system of the entire internet.</p><p>Cloudflare&#39;s CDN platform accelerates the delivery of digital media from websites to their visitors. It accomplishes that by storing cached copies of those files on &#34;edge&#34; servers that are located physically closer to a website&#39;s visitors. That approach ensures that websites load quickly while relieving the strain on a company&#39;s servers.</p><p>Cloudflare also protects websites with bot-blocking security tools. It believes the combination of its CDN and security services will make the internet a lot safer and significantly reduce the need for stand-alone cybersecurity tools in the future.</p><p>It already serves data from 300 cities in more than 100 countries across the world, and it processes about 46 million HTTP requests per second. Its dollar-based net retention rate, which gauges its year-over-year revenue growth per customer, has also stayed comfortably above 100% ever since its public debut in late 2019.</p><p>Cloudflare&#39;s revenue rose 50% in 2020, 52% in 2021, and 49% in 2022. It expects its revenue to only grow 31%-32% in 2023 as it faces tougher macro headwinds, but analysts still expect its top line to expand at a CAGR of 30% between 2022 and 2025.</p><p>Cloudflare&#39;s stock might seem even pricier than Zscaler at 16 times this year&#39;s sales, but it could still have plenty of room to grow as companies load their websites with more bandwidth-intensive digital media and face more bot-based attacks.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Cybersecurity Stocks to Buy in July</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 Top Cybersecurity Stocks to Buy in July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-05 16:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/07/04/3-top-cybersecurity-stocks-to-buy-in-july/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSCisco is a conservative play on both the networking and security markets.Zscaler is a hypergrowth play on the cloud and zero-trust markets.Cloudflare will benefit from the growing need for ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/07/04/3-top-cybersecurity-stocks-to-buy-in-july/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4581":"高盛持仓","CSCO":"思科","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","BK4515":"5G概念","BK4534":"瑞士信贷持仓","ZS":"Zscaler Inc.","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4579":"人工智能","SG9999001424.SGD":"United E-Commerce Fund SGD","BK4020":"通信设备","BK4525":"远程办公概念","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","NET":"Cloudflare, Inc.","BK4527":"明星科技股","BK4588":"碎股","BK4550":"红杉资本持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","SG9999002224.SGD":"Allianz Global High Payout SGD","SG9999002232.USD":"Allianz Global High Payout USD","BK4560":"网络安全概念","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC"},"source_url":"https://www.fool.com/investing/2023/07/04/3-top-cybersecurity-stocks-to-buy-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2348052735","content_text":"KEY POINTSCisco is a conservative play on both the networking and security markets.Zscaler is a hypergrowth play on the cloud and zero-trust markets.Cloudflare will benefit from the growing need for CDN and bot-blocking services.Cybersecurity companies are usually resistant to macro headwinds because most of their clients won't lower their digital defenses just to save a few dollars. The market leaders might struggle to gain new customers during economic downturns, but they'll still likely expand over the long term as cyberattacks become costly and devastating.Last month I discussed why Fortinet, Palo Alto Networks, and CrowdStrike were all great long-term plays on that secular trend. Today I'll add three more promising cybersecurity stocks to that list: Cisco, Zscaler, and Cloudflare.Image source: Getty Images.1. CiscoMany investors forget that Cisco, the world's largest networking hardware company, also owns a massive cybersecurity business. Its end-to-end security division, which it repeatedly expanded through a long list of acquisitions over the past decade, generated $3.7 billion in revenue in fiscal 2022 (which ended last July) and accounted for 9% of its top line.Cisco still generates most of its revenue from its routers and switches, but it bundles its cybersecurity solutions -- including its threat detection service ThreatGRID, its cloud access security broker Cloudlock, its network security platform Observable Networks, and its unified access platform Duo Security -- with its networking hardware devices. That strategy simultaneously widens Cisco's moat against other networking and cybersecurity companies.In fiscal 2022, Cisco's revenue and adjusted EPS rose 3% and 4%, respectively, even as the growth of its hardware business was temporarily throttled by supply chain constraints. For fiscal 2023, it expects its revenue to rise 10%-10.5% and for its adjusted EPS to grow 13%-14% as those headwinds dissipate. Over the long term, it expects its revenue and adjusted EPS to both grow 5%-7% annually from fiscal 2021 through fiscal 2025.Cisco's stable long-term outlook, along with its low forward multiple of 13 and high forward yield of 3.1%, make it a safe bet for conservative investors. It probably won't double or triple anytime soon, but it's definitely a good place to park your cash.2. ZscalerInvestors who are hungry for more growth should check out Zscaler, a provider of \"zero trust\" services that treat everyone -- including a company's CEO -- as a potential threat. Unlike many older cybersecurity companies that install on-site appliances, Zscaler only provides cloud-based services -- which are stickier, don't require any maintenance, and are easier to scale as an organization expands.Between fiscal 2017 and fiscal 2022 (which ended last July), Zscaler's revenue grew at a compound annual growth rate (CAGR) of 54%. Analysts expect its revenue to continue rising at a CAGR of 33% from fiscal 2022 to fiscal 2025, which is an impressive growth rate for a company that already serves 30% of the Fortune 500.Zscaler is also proactively tapping into the explosive growth of the generative AI market, which is being driven by new AI platforms like ChatGPT, with new security tools for AI apps and AI-powered enhancements for its own security platform.All of those fresh irons in the fire, along with the broader growth of the zero-trust security market (which Future Markets Insights expects to expand at a CAGR of 15% from 2022 to 2032), make Zscaler a promising hypergrowth play for investors who can stomach a lot of near-term volatility. Zscaler's stock might not seem cheap right now at 13 times this year's sales, but its impressive growth rates arguably justify that higher valuation.3. CloudflareGrowth-oriented investors should also take a closer look at Cloudflare, the cloud-based content delivery network (CDN) and cybersecurity services provider that aims to become the \"water filtration\" system of the entire internet.Cloudflare's CDN platform accelerates the delivery of digital media from websites to their visitors. It accomplishes that by storing cached copies of those files on \"edge\" servers that are located physically closer to a website's visitors. That approach ensures that websites load quickly while relieving the strain on a company's servers.Cloudflare also protects websites with bot-blocking security tools. It believes the combination of its CDN and security services will make the internet a lot safer and significantly reduce the need for stand-alone cybersecurity tools in the future.It already serves data from 300 cities in more than 100 countries across the world, and it processes about 46 million HTTP requests per second. Its dollar-based net retention rate, which gauges its year-over-year revenue growth per customer, has also stayed comfortably above 100% ever since its public debut in late 2019.Cloudflare's revenue rose 50% in 2020, 52% in 2021, and 49% in 2022. It expects its revenue to only grow 31%-32% in 2023 as it faces tougher macro headwinds, but analysts still expect its top line to expand at a CAGR of 30% between 2022 and 2025.Cloudflare's stock might seem even pricier than Zscaler at 16 times this year's sales, but it could still have plenty of room to grow as companies load their websites with more bandwidth-intensive digital media and face more bot-based attacks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979053776,"gmtCreate":1685319367195,"gmtModify":1685319371420,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979053776","repostId":"2338466679","repostType":2,"repost":{"id":"2338466679","kind":"highlight","pubTimestamp":1685316028,"share":"https://ttm.financial/m/news/2338466679?lang=&edition=fundamental","pubTime":"2023-05-29 07:20","market":"us","language":"en","title":"Salesforce: A Bargain Ahead Of Q1 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2338466679","media":"seekingalpha","summary":"SummarySalesforce will report Q1 earnings on May 31, 2023.The EPS revision trend is very positive he","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Salesforce will report Q1 earnings on May 31, 2023.</p></li><li><p>The EPS revision trend is very positive heading into earnings with EPS upside revisions outnumbering downside revisions 26:0.</p></li><li><p>I am going to discuss my expectations for Salesforce’s upcoming earnings card.</p></li><li><p>Shares of CRM are a bargain with a P/E ratio of 24.6X.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/365c321eabb7f0d29fe85223ff8bd878\" alt=\"Sundry Photography\" title=\"Sundry Photography\" tg-width=\"750\" tg-height=\"500\"/><span>Sundry Photography</span></p><p>Salesforce (NYSE:CRM) is due to report earnings for its first fiscal quarter on May 31, 2023, after the market closes. The EPS revision trend is highly favorable heading into earnings and the CRM applications provider has seen a large number of EPS upward revisions in the last ninety days. I believe Salesforce could be set for a strong earnings release as the software company likely continued to see strong momentum in customer acquisition in its core businesses Sales, Service and Platform. The first fiscal quarter, together with the fourth fiscal quarter, are also typically strong quarters for Salesforce in terms of free cash flow performance. A strong earnings report and a potential &#39;beat-and-raise&#39; could help Salesforce sustain price momentum and push Salesforce&#39;s shares into yet another up-leg!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9e578ad417b965e64130c00b8ec4a2a\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><h2>Market expectations for Salesforce’s FQ1’24</h2><p>Analysts expect the CRM applications provider to report earnings of $1.61 per-share for the first fiscal quarter on revenues of $8.17B. The average EPS estimate implies 65% year over year earnings growth as the market continues to expect the software company to sustain its growth momentum, especially in the Platform business which has been the company&#39;s growth engine in recent quarters.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc0e43f6a198cbf179b70f3095f4f9aa\" alt=\"Source: Seeking Alpha\" title=\"Source: Seeking Alpha\" tg-width=\"640\" tg-height=\"235\"/><span>Source: Seeking Alpha</span></p><p>Salesforce&#39;s EPS revision trend is very positive ahead of the firm&#39;s FQ1&#39;24 earnings release as well: analysts have upgraded their EPS forecasts for the first fiscal quarter 26 times in the last 90 days which compares to 0 EPS downward revisions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2209f4a943ef452b64d27d5a80a258c1\" alt=\"Source: Seeking Alpha\" title=\"Source: Seeking Alpha\" tg-width=\"640\" tg-height=\"229\"/><span>Source: Seeking Alpha</span></p><p>Salesforce has guided for about 10% top line growth in FQ1&#39;24 as the company expanded its product offerings and likely benefited from continual shift of workloads to the Cloud. If customer acquisition momentum remained solid in FQ1&#39;24, which I expect, then I see surprise potential in Salesforce&#39;s operating margin as well. Salesforce&#39;s operating margin soared to 29.2% in the last quarter and new product launches, such as Slack GPT, Salesforce&#39;s proprietary AI product, could result in operating margin upside.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0adde5e15f4595cd8135e891dd7ef82f\" alt=\"Source: Salesforce\" title=\"Source: Salesforce\" tg-width=\"640\" tg-height=\"337\"/><span>Source: Salesforce</span></p><h2>My expectations for Salesforce&#39;s FQ1&#39;24</h2><p>I believe Salesforce could be set for a very strong earnings release this week as I expect corporate clients continued to spend a lot of money on their digital transformations in the last quarter. Salesforce&#39;s Sales, Services and Platform segments -- the three largest businesses for the CRM applications provider -- likely continued to see double-digit growth in the first fiscal quarter. In the fourth and first fiscal quarters, companies tend to renew their software contracts so I could even see a re-acceleration of top line growth in FQ1&#39;24.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a41bc292bd57e51f70ffcfbf4bf5408\" alt=\"Source: Salesforce\" title=\"Source: Salesforce\" tg-width=\"640\" tg-height=\"315\"/><span>Source: Salesforce</span></p><p>Additionally, Salesforce is set to see a strong quarter regarding free cash flow as well. Historically, FQ1 and FQ4 have been very significant quarters regarding free cash flow generation as companies tend to make their software purchase decisions mostly in those quarters.</p><p>In last year&#39;s first-quarter, Salesforce reported $3,497M in free cash flow which calculated to an enormous free cash flow margin of 47.2%. I estimate that Salesforce could report $3.4-3.7B in free cash flow for the first fiscal quarter. Based off of a consensus revenue prediction of $8.17B, the free cash flow margin for the last quarter could be an impressive 42-45%.</p><h2>Salesforce is cheaper than you think</h2><p>Salesforce is not as expensive as one would think. This is because as opposed to many other software companies that are still in the scale phase, Salesforce is already very profitable on both an earnings and a free cash flow basis. According to consensus estimates, Salesforce is expected to see 37% EPS growth this year which calculates to a very reasonable P/E of 24.6X. Considering that Salesforce is expected to grow its top line at least 10% annually over the next three years, I believe the CRM company is quite a bargain at this valuation ratio.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f97efc5de310aa6641c732e42d008bdd\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"433\"/><span>Data by YCharts</span></p><h2>Risks with Salesforce</h2><p>The big risk for Salesforce, as I see it, is that the company’s top line growth could slow in a recession if companies cut investments in IT spending. Microsoft (MSFT) and Google (GOOG) (GOOGL) have both seen slowdowns in corporate spending in their Cloud segments which indicates that corporate clients are growing a bit more cautious about their operating costs, especially as the economy may face the prospect of skidding into a recession. What would change my mind about Salesforce is if the company saw a steep decline in its free cash flow and operating margins.</p><h2>Final thoughts</h2><p>I believe Salesforce is headed for a very strong earnings release on Wednesday. The CRM applications provider likely saw continual momentum in its core segments such as Sales, Service and Platform. I further believe that Salesforce is going to see a strong first quarter in terms of free cash flow generation as both the fourth and the first quarter of each fiscal year see contract renewals, resulting in spiking free cash flow. Additionally, new product launches and new monetization efforts related to Slack GPT could result in a raised guidance for FY 2024. Lastly, I believe that CRM is a bargain ahead of the FQ1&#39;24 earnings release as the company is valued at a P/E ratio of 24.6X. With EPS estimates also resetting to the upside ahead of earnings and shares being a bargain, I believe the risk/reward is very favorable as well!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Salesforce: A Bargain Ahead Of Q1 Earnings</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\">\nSalesforce: A Bargain Ahead Of Q1 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-29 07:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4607903-salesforce-bargain-ahead-of-q1-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySalesforce will report Q1 earnings on May 31, 2023.The EPS revision trend is very positive heading into earnings with EPS upside revisions outnumbering downside revisions 26:0.I am going to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4607903-salesforce-bargain-ahead-of-q1-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4587":"ChatGPT概念","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","SG9999014906.USD":"大华全球优质成长基金Acc USD","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0456855351.SGD":"JPMorgan Funds - 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GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4538":"云计算"},"source_url":"https://seekingalpha.com/article/4607903-salesforce-bargain-ahead-of-q1-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2338466679","content_text":"SummarySalesforce will report Q1 earnings on May 31, 2023.The EPS revision trend is very positive heading into earnings with EPS upside revisions outnumbering downside revisions 26:0.I am going to discuss my expectations for Salesforce’s upcoming earnings card.Shares of CRM are a bargain with a P/E ratio of 24.6X.Sundry PhotographySalesforce (NYSE:CRM) is due to report earnings for its first fiscal quarter on May 31, 2023, after the market closes. The EPS revision trend is highly favorable heading into earnings and the CRM applications provider has seen a large number of EPS upward revisions in the last ninety days. I believe Salesforce could be set for a strong earnings release as the software company likely continued to see strong momentum in customer acquisition in its core businesses Sales, Service and Platform. The first fiscal quarter, together with the fourth fiscal quarter, are also typically strong quarters for Salesforce in terms of free cash flow performance. A strong earnings report and a potential 'beat-and-raise' could help Salesforce sustain price momentum and push Salesforce's shares into yet another up-leg!Data by YChartsMarket expectations for Salesforce’s FQ1’24Analysts expect the CRM applications provider to report earnings of $1.61 per-share for the first fiscal quarter on revenues of $8.17B. The average EPS estimate implies 65% year over year earnings growth as the market continues to expect the software company to sustain its growth momentum, especially in the Platform business which has been the company's growth engine in recent quarters.Source: Seeking AlphaSalesforce's EPS revision trend is very positive ahead of the firm's FQ1'24 earnings release as well: analysts have upgraded their EPS forecasts for the first fiscal quarter 26 times in the last 90 days which compares to 0 EPS downward revisions.Source: Seeking AlphaSalesforce has guided for about 10% top line growth in FQ1'24 as the company expanded its product offerings and likely benefited from continual shift of workloads to the Cloud. If customer acquisition momentum remained solid in FQ1'24, which I expect, then I see surprise potential in Salesforce's operating margin as well. Salesforce's operating margin soared to 29.2% in the last quarter and new product launches, such as Slack GPT, Salesforce's proprietary AI product, could result in operating margin upside.Source: SalesforceMy expectations for Salesforce's FQ1'24I believe Salesforce could be set for a very strong earnings release this week as I expect corporate clients continued to spend a lot of money on their digital transformations in the last quarter. Salesforce's Sales, Services and Platform segments -- the three largest businesses for the CRM applications provider -- likely continued to see double-digit growth in the first fiscal quarter. In the fourth and first fiscal quarters, companies tend to renew their software contracts so I could even see a re-acceleration of top line growth in FQ1'24.Source: SalesforceAdditionally, Salesforce is set to see a strong quarter regarding free cash flow as well. Historically, FQ1 and FQ4 have been very significant quarters regarding free cash flow generation as companies tend to make their software purchase decisions mostly in those quarters.In last year's first-quarter, Salesforce reported $3,497M in free cash flow which calculated to an enormous free cash flow margin of 47.2%. I estimate that Salesforce could report $3.4-3.7B in free cash flow for the first fiscal quarter. Based off of a consensus revenue prediction of $8.17B, the free cash flow margin for the last quarter could be an impressive 42-45%.Salesforce is cheaper than you thinkSalesforce is not as expensive as one would think. This is because as opposed to many other software companies that are still in the scale phase, Salesforce is already very profitable on both an earnings and a free cash flow basis. According to consensus estimates, Salesforce is expected to see 37% EPS growth this year which calculates to a very reasonable P/E of 24.6X. Considering that Salesforce is expected to grow its top line at least 10% annually over the next three years, I believe the CRM company is quite a bargain at this valuation ratio.Data by YChartsRisks with SalesforceThe big risk for Salesforce, as I see it, is that the company’s top line growth could slow in a recession if companies cut investments in IT spending. Microsoft (MSFT) and Google (GOOG) (GOOGL) have both seen slowdowns in corporate spending in their Cloud segments which indicates that corporate clients are growing a bit more cautious about their operating costs, especially as the economy may face the prospect of skidding into a recession. What would change my mind about Salesforce is if the company saw a steep decline in its free cash flow and operating margins.Final thoughtsI believe Salesforce is headed for a very strong earnings release on Wednesday. The CRM applications provider likely saw continual momentum in its core segments such as Sales, Service and Platform. I further believe that Salesforce is going to see a strong first quarter in terms of free cash flow generation as both the fourth and the first quarter of each fiscal year see contract renewals, resulting in spiking free cash flow. Additionally, new product launches and new monetization efforts related to Slack GPT could result in a raised guidance for FY 2024. Lastly, I believe that CRM is a bargain ahead of the FQ1'24 earnings release as the company is valued at a P/E ratio of 24.6X. With EPS estimates also resetting to the upside ahead of earnings and shares being a bargain, I believe the risk/reward is very favorable as well!","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949610314,"gmtCreate":1678582067938,"gmtModify":1678582072602,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"I buy AAPL","listText":"I buy AAPL","text":"I buy AAPL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949610314","repostId":"2318767148","repostType":4,"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949756598,"gmtCreate":1678923185215,"gmtModify":1678923188814,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"hmm","listText":"hmm","text":"hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949756598","repostId":"1178433847","repostType":2,"repost":{"id":"1178433847","kind":"news","pubTimestamp":1678922002,"share":"https://ttm.financial/m/news/1178433847?lang=&edition=fundamental","pubTime":"2023-03-16 07:13","market":"us","language":"en","title":"Credit Suisse Is In Crisis. What Went Wrong?","url":"https://stock-news.laohu8.com/highlight/detail?id=1178433847","media":"Bloomberg","summary":"Switzerland’s role as banker to the world’s rich is built on a reputation for institutional discreti","content":"<html><head></head><body><p>Switzerland’s role as banker to the world’s rich is built on a reputation for institutional discretion and dull reliability. That only makes the scandals, public legal battles and mounting losses at Credit Suisse Group AG more striking and hard to comprehend. In mid-March, unease about the bank’s mounting problems snowballed and its shares slumped, forcing management to appeal to Swiss banking authorities for a public vote of confidence.</p><h3>1. What went wrong?</h3><p>Credit Suisse’s failings have included a criminal conviction for allowing drug dealers to launder money in Bulgaria, entanglement in a Mozambique corruption case, a spying scandal involving a former employee and an executive and a massive leak of client data to the media. Its association with disgraced financier Lex Greensill and failed New York-based investment firm Archegos Capital Management compounded the sense of an institution that didn’t have a firm grip on its affairs. Many fed up clients have voted with their feet, leading to unprecedented client outflows in late 2022.</p><h3><img src=\"https://static.tigerbbs.com/737c0d8e279f497c6082a3207a7417a8\" tg-width=\"718\" tg-height=\"426\" width=\"100%\" height=\"auto\"/>2. What triggered the latest share slump?</h3><p>Chief Executive Officer Ulrich Koerner launched a massive outreach to woo back nervous clients and their cash. The effort appeared to be paying off by January, with it reported “net positive” deposits. However, on March 9, the US Securities and Exchange Commission queried the bank’s annual report, forcing it to delay its publication. Panic spread after regional US lender Silicon Valley Bank failed, the victim in part of risky investments and rising global interest rates that eroded the value of its bond holdings. Investors began ditching anything that smelled of banking risk and deposit flight.</p><h3>3. How bad did the situation get?</h3><p>On March 15, Credit Suisse stock slumped anew when the chairman of its largest shareholder, Saudi National Bank, ruled out investing any more in the company. This prompted Credit Suisse to ask the Swiss central bank for a public statement of support. The cost of insuring the bank’s bonds against default for one year surged to levels not seen for major international banks since the financial crisis of 2008. As other banks sought to hedge their counterparty risk for transactions with Credit Suisse, quoted prices for a one-year credit default swap jumped from 836 basis points, indicating a probability of defaulting of 10%, on March 14 to higher than 3,000 basis points. Few actual trades were executed, however, as liquidity in the market dried up. In another sign of stress, Credit Suisse’s additional tier 1 bonds — which are subordinate to all other ranks of debt and may be written down if capital falls below a predetermined level — were trading below 80% of face value, a level typically signaling distress. Even bonds coming due in April traded at prices well below face value.</p><h3>4. Is this another Lehman Brothers moment?</h3><p>The Wall Street giant, whose failure in 2008 triggered the global financial crisis, succumbed when funding dried up and other banks stopped dealing with it. Unlike Lehman and SVB, Credit Suisse has substantial liquid assets to call upon and access to central bank lending facilities and is less sensitive than many rivals to sharp moves in interest rates. It has rebuilt its cushion against more deposit withdrawals since the worst wave of outflows in October. It also has enough money-like liquid assets to pay back half of all its liabilities in deposits and loans from other banks, according to Bloomberg Opinion banking columnist Paul J. Davies. Koerner said the firm’s liquidity coverage ratio showed it can handle over a month of heavy outflows in a period of stress.</p><h3>5. What else is Koerner doing to turn things around?</h3><p>His three-year recovery plan involves 9,000 job cuts, dismantling the investment banking behemoth assembled over five decades and returning Credit Suisse to its origins as banker to the world’s ultra-wealthy. That means spinning off First Boston, an American investment bank it acquired in 1990 with a view to listing it in 2025, and selling parts of its securitized products unit to Apollo Global Management Inc. That process is now at risk of becoming bogged down in a broader financial-sector selloff following the collapse of SVB and two other US banks.</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>Credit Suisse Is In Crisis. What Went Wrong?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCredit Suisse Is In Crisis. What Went Wrong?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-16 07:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-15/credit-suisse-what-s-going-on-and-why-is-cs-stock-falling><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Switzerland’s role as banker to the world’s rich is built on a reputation for institutional discretion and dull reliability. That only makes the scandals, public legal battles and mounting losses at ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-15/credit-suisse-what-s-going-on-and-why-is-cs-stock-falling\">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.bloomberg.com/news/articles/2023-03-15/credit-suisse-what-s-going-on-and-why-is-cs-stock-falling","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178433847","content_text":"Switzerland’s role as banker to the world’s rich is built on a reputation for institutional discretion and dull reliability. That only makes the scandals, public legal battles and mounting losses at Credit Suisse Group AG more striking and hard to comprehend. In mid-March, unease about the bank’s mounting problems snowballed and its shares slumped, forcing management to appeal to Swiss banking authorities for a public vote of confidence.1. What went wrong?Credit Suisse’s failings have included a criminal conviction for allowing drug dealers to launder money in Bulgaria, entanglement in a Mozambique corruption case, a spying scandal involving a former employee and an executive and a massive leak of client data to the media. Its association with disgraced financier Lex Greensill and failed New York-based investment firm Archegos Capital Management compounded the sense of an institution that didn’t have a firm grip on its affairs. Many fed up clients have voted with their feet, leading to unprecedented client outflows in late 2022.2. What triggered the latest share slump?Chief Executive Officer Ulrich Koerner launched a massive outreach to woo back nervous clients and their cash. The effort appeared to be paying off by January, with it reported “net positive” deposits. However, on March 9, the US Securities and Exchange Commission queried the bank’s annual report, forcing it to delay its publication. Panic spread after regional US lender Silicon Valley Bank failed, the victim in part of risky investments and rising global interest rates that eroded the value of its bond holdings. Investors began ditching anything that smelled of banking risk and deposit flight.3. How bad did the situation get?On March 15, Credit Suisse stock slumped anew when the chairman of its largest shareholder, Saudi National Bank, ruled out investing any more in the company. This prompted Credit Suisse to ask the Swiss central bank for a public statement of support. The cost of insuring the bank’s bonds against default for one year surged to levels not seen for major international banks since the financial crisis of 2008. As other banks sought to hedge their counterparty risk for transactions with Credit Suisse, quoted prices for a one-year credit default swap jumped from 836 basis points, indicating a probability of defaulting of 10%, on March 14 to higher than 3,000 basis points. Few actual trades were executed, however, as liquidity in the market dried up. In another sign of stress, Credit Suisse’s additional tier 1 bonds — which are subordinate to all other ranks of debt and may be written down if capital falls below a predetermined level — were trading below 80% of face value, a level typically signaling distress. Even bonds coming due in April traded at prices well below face value.4. Is this another Lehman Brothers moment?The Wall Street giant, whose failure in 2008 triggered the global financial crisis, succumbed when funding dried up and other banks stopped dealing with it. Unlike Lehman and SVB, Credit Suisse has substantial liquid assets to call upon and access to central bank lending facilities and is less sensitive than many rivals to sharp moves in interest rates. It has rebuilt its cushion against more deposit withdrawals since the worst wave of outflows in October. It also has enough money-like liquid assets to pay back half of all its liabilities in deposits and loans from other banks, according to Bloomberg Opinion banking columnist Paul J. Davies. Koerner said the firm’s liquidity coverage ratio showed it can handle over a month of heavy outflows in a period of stress.5. What else is Koerner doing to turn things around?His three-year recovery plan involves 9,000 job cuts, dismantling the investment banking behemoth assembled over five decades and returning Credit Suisse to its origins as banker to the world’s ultra-wealthy. That means spinning off First Boston, an American investment bank it acquired in 1990 with a view to listing it in 2025, and selling parts of its securitized products unit to Apollo Global Management Inc. That process is now at risk of becoming bogged down in a broader financial-sector selloff following the collapse of SVB and two other US banks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184256578711712,"gmtCreate":1686008187821,"gmtModify":1686008191302,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Yup","listText":"Yup","text":"Yup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184256578711712","repostId":"2341702056","repostType":2,"repost":{"id":"2341702056","kind":"highlight","pubTimestamp":1685975894,"share":"https://ttm.financial/m/news/2341702056?lang=&edition=fundamental","pubTime":"2023-06-05 22:38","market":"us","language":"en","title":"CrowdStrike: Leader Of The Pack","url":"https://stock-news.laohu8.com/highlight/detail?id=2341702056","media":"seekingalpha","summary":"SummaryCybersecurity continues to be one of the more important technologies in our world.CrowdStrike","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Cybersecurity continues to be one of the more important technologies in our world.</p></li><li><p>CrowdStrike is a leader in this sector.</p></li><li><p>We share a specific structure on the chart that we can track and trade.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee79a8e494e46dd571ecdcff5ab3f1fa\" alt=\"Orbon Alija\" title=\"Orbon Alija\" tg-width=\"750\" tg-height=\"500\"/><span>Orbon Alija</span></p><p>Security. Cybersecurity to be exact. Will we ever not need this technology? That debate is for another time. The correct question at this time is whom do I trust to protect my domain? We’ll take a look at CrowdStrike (NASDAQ:CRWD), the leader of the pack.</p><h2>Why CrowdStrike?</h2><p>From the company’s website: “CrowdStrike protects the people, processes and technologies that drive modern enterprise. A single agent solution to stop breaches, ransomware, and cyber attacks—powered by world-class security expertise and deep industry experience.”</p><p>With a company that&#39;s still in a growth phase and is not yet profitable, we have other metrics that we can use to measure its value via the fundamentals. Let’s review as Lyn Alden provides commentary for the company’s prospects.</p><h2>Viewing The Fundamentals With Lyn Alden</h2><p>“CRWD has a strong upward revenue trend. Its price/sales ratio is high in an absolute sense but below its recent multi-year average.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06fba8edcc8819982f4717b96661b5de\" alt=\"YCharts\" title=\"YCharts\" tg-width=\"640\" tg-height=\"423\"/><span>YCharts</span></p><p>The company is primarily equity financed and is not yet profitable, but has a very low debt/equity ratio.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81460102e5bd31d6155c27069629c876\" alt=\"YCharts\" title=\"YCharts\" tg-width=\"640\" tg-height=\"408\"/><span>YCharts</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c26c633d581bb88fd78d8de212a06b8\" alt=\"TC2000\" title=\"TC2000\" tg-width=\"640\" tg-height=\"200\"/><span>TC2000</span></p><p>Here’s a current look at that price to sales ratio.</p><p>&#34;Price to Sales ratio is well below even the extreme seen in March of 2020.&#34; -Zac</p><p>One other salient data point is their impressive customer retention numbers and also how the threshold for being one of their top 400 clients has risen dramatically to $1M/yr.</p><h2>Truly The Leader Of The Pack</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b36e8ef38b246def26e8780fde3597c7\" alt=\"Forrester Wave\" title=\"Forrester Wave\" tg-width=\"640\" tg-height=\"887\"/><span>Forrester Wave</span></p><p>Note the comparative lead CrowdStrike has against competitors.</p><p>Recently the company also tweeted this on May 30, 2023:</p><p>“CrowdStrike has pioneered the use of artificial intelligence since we first introduced AI-powered protection to replace signature-based antivirus over 10 years ago, and we’ve continued to deeply integrate it across our platform.”</p><p>This was to introduce Charlotte AI, a new generation AI security analyst. It uses the world’s highest-fidelity security data and is continuously improved by a tight feedback loop with industry-leading threat hunters, managed detection and response operators and incident response experts.</p><p>We have some compelling commentary along with a solid investment thesis. But that alone is not enough. We need specific price levels to identify our risk vs. reward and to tell us where we continue to be right with our assumptions. On the other hand, this same structure will tell us when to turn more cautious or even revise our bullish viewpoint.</p><p>How do we do that? Zac Mannes, our lead analyst, has been diligently tracking CRWD for some time now. Let’s peek over his shoulder and see what picture the technicals are painting at the moment.</p><h2>The Technical Picture With Zac Mannes</h2><p>Captain Obvious tells us that four times a year we get to review quarterly earnings from publicly traded companies. What&#39;s not widely known though is that our analysts are incredibly busy during this time as they provide charts with specific price levels that will tell our members what&#39;s most likely to fill out next on the charts posted in our trading room.</p><p>With hundreds of companies reporting, you can imagine the amount of work that goes into this task. And yet, even so, our analysts manage to give guidance that shows the path forward with phenomenal accuracy.</p><p>Earnings are typically a catalyst that will provoke a larger than standard move in a stock. But the underlying sentiment is what will eventually take over. It&#39;s this same sentiment that we are measuring and projecting on the charts.</p><p>Let’s take this week’s CRWD chart which was posted for our members <em>pre-earnings</em>:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4d9ec9dc6bfc1d078b3164d46941bf5\" alt=\"by Zac Mannes - StockWaves / Motive Wave\" title=\"by Zac Mannes - StockWaves / Motive Wave\" tg-width=\"640\" tg-height=\"325\"/><span>by Zac Mannes - StockWaves / Motive Wave</span></p><p>Here is the commentary that Zac provided along with the chart:</p><p>“CRWD reports after market close. It is filling out great inside our 3rd, but can be due for some consolidation soon as the [iv] inside iii of 3. Ideal support holds the 150’s now.</p><p>As posted in the official Wave Setups update, there is a risk here that this is a-b-c up for ‘a’ of 3 making our possible wave (1) of P.3 a leading diagonal rather than an impulse.</p><p>If the 150s do not hold as [iv] I will likely shift to the purple a-b-c subwave count for the 3. That purple b should hold 130s.”</p><p>If you were tracking how CRWD traded in the after-hours session post earnings, you would have seen it drop sharply to the 142 level. It even opened near that same level the next day.</p><p>So, now moving forward, what path do we see as the most likely?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/027b887a49442bc3bd156d61af9d2f3e\" alt=\"by Zac Mannes - StockWaves / Motive Wave\" title=\"by Zac Mannes - StockWaves / Motive Wave\" tg-width=\"640\" tg-height=\"325\"/><span>by Zac Mannes - StockWaves / Motive Wave</span></p><p>&#34;The AH (after hours) drop on earnings was easily enough to be <em>ALL</em> of the purple b-wave inside 3 discussed prior to ER and in the Wave Setup update on May 29. However, that move is almost entirely absent from the RTH (regular trading hours) chart. While the move up from 138 can be the wave [i] of c of 3 already, there is a good chance this is just an [a]-[b] of a wider purple circle b-wave that will attempt to retest that 138 support region over the next week or so. This still fits nicely within our May 5th Wave Setup expectations for the wave 3 of a possible 5up for [1] off the January 2023 low. Shifting to a Leading Diagonal though, the c-wave of 3 should now hold into the 191-202 Fibonacci resistance zone.&#34; -Zac</p><p>Also, here is an extra bonus ratio chart with an explanation:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/741e81c28ed0f942b340701448470a39\" alt=\"by Zac Mannes - StockWaves / Motive Wave\" title=\"by Zac Mannes - StockWaves / Motive Wave\" tg-width=\"640\" tg-height=\"325\"/><span>by Zac Mannes - StockWaves / Motive Wave</span></p><p>&#34;Ratio charts do not imply any specific directional move. But we can identify technical analysis patterns in them. I see this chart as supporting the thesis that CrowdStrike should outperform Microsoft (MSFT) over the next year or so. That fits nicely with the potential long-term bullish potential we see in CrowdStrike off the Jan 2023 low and the potential for MSFT to be topping in a Primary degree B wave of a larger Cycle IV consolidation (even if that B still gets a nominal higher high).&#34; -Zac</p><p><em>Risk</em>: Main support is at 107.70. However, should price move below the $97 area we would revise this bullish scenario as illustrated.</p><h2>Does This Even Compare To Microsoft?</h2><p>As far as cybersecurity and the number of domains that CrowdStrike helps defend vs. Microsoft’s current number of customers, there really is no comparison, as CrowdStrike is the clear leader.</p><p>Should some think that MSFT is a way to play the cybersecurity sector, perhaps Lyn’s comments and Zac’s technicals would give them some pause at the moment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/508c61ce0ba0db0d7ca80b822baee388\" alt=\"FastGraphs\" title=\"FastGraphs\" tg-width=\"640\" tg-height=\"461\"/><span>FastGraphs</span></p><p>“Microsoft is a fine company, but it&#39;s very expensive at this big run-up in 2023. It has benefited from an improved liquidity situation and euphoric perceptions around AI.</p><p>I think the technicals align with the fundamentals and suggest that the odds are not in its favor over the next few years.”-Lyn</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b00fddaa0062ff2b87c92214a805c908\" alt=\"by Zac Mannes - StockWaves / Motive Wave\" title=\"by Zac Mannes - StockWaves / Motive Wave\" tg-width=\"640\" tg-height=\"325\"/><span>by Zac Mannes - StockWaves / Motive Wave</span></p><p>And, this chart by Zac paints the technical picture quite well.</p><h2>Conclusion</h2><p>Will CrowdStrike surmount such a lead that the bigger players decide to buy them instead of continuing to attempt to compete? That also remains to be seen. What we do have here at the moment is a solid fundamental thesis and a technical picture that gives us specific risk vs reward on our chart.</p><p>Our methodology is pointing to a low-risk, high-reward setup for CRWD. Not all paths will play out as illustrated. We view the markets from a probabilistic standpoint. But at the same time, we have specific levels to indicate when it&#39;s time to step aside or even change our stance and shift our weight.</p><p>There are many ways to analyze and track stocks and the market they form. Some are more consistent than others. For us, this method has proved the most reliable and keeps us on the right side of the trade much more often than not. Nothing is perfect in this world, but for those looking to open their eyes to a new universe of trading and investing, why not consider studying this further? It may just be one of the most illuminating projects you undertake.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CrowdStrike: Leader Of The Pack</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\">\nCrowdStrike: Leader Of The Pack\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-05 22:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4609434-crowdstrike-leader-of-the-pack><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryCybersecurity continues to be one of the more important technologies in our world.CrowdStrike is a leader in this sector.We share a specific structure on the chart that we can track and trade....</p>\n\n<a href=\"https://seekingalpha.com/article/4609434-crowdstrike-leader-of-the-pack\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4525":"远程办公概念","BK4566":"资本集团","BK4587":"ChatGPT概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4535":"淡马锡持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4538":"云计算","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4588":"碎股","LU1548497426.USD":"安联环球人工智能AT Acc","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4503":"景林资产持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4551":"寇图资本持仓","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4560":"网络安全概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4504":"桥水持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","CRWD":"CrowdStrike Holdings, Inc.","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0072462426.USD":"贝莱德全球配置 A2","BK4548":"巴美列捷福持仓","LU0079474960.USD":"联博美国增长基金A","LU0056508442.USD":"贝莱德世界科技基金A2","BK4528":"SaaS概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4554":"元宇宙及AR概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0097036916.USD":"贝莱德美国增长A2 USD"},"source_url":"https://seekingalpha.com/article/4609434-crowdstrike-leader-of-the-pack","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2341702056","content_text":"SummaryCybersecurity continues to be one of the more important technologies in our world.CrowdStrike is a leader in this sector.We share a specific structure on the chart that we can track and trade.Orbon AlijaSecurity. Cybersecurity to be exact. Will we ever not need this technology? That debate is for another time. The correct question at this time is whom do I trust to protect my domain? We’ll take a look at CrowdStrike (NASDAQ:CRWD), the leader of the pack.Why CrowdStrike?From the company’s website: “CrowdStrike protects the people, processes and technologies that drive modern enterprise. A single agent solution to stop breaches, ransomware, and cyber attacks—powered by world-class security expertise and deep industry experience.”With a company that's still in a growth phase and is not yet profitable, we have other metrics that we can use to measure its value via the fundamentals. Let’s review as Lyn Alden provides commentary for the company’s prospects.Viewing The Fundamentals With Lyn Alden“CRWD has a strong upward revenue trend. Its price/sales ratio is high in an absolute sense but below its recent multi-year average.YChartsThe company is primarily equity financed and is not yet profitable, but has a very low debt/equity ratio.”YChartsTC2000Here’s a current look at that price to sales ratio.\"Price to Sales ratio is well below even the extreme seen in March of 2020.\" -ZacOne other salient data point is their impressive customer retention numbers and also how the threshold for being one of their top 400 clients has risen dramatically to $1M/yr.Truly The Leader Of The PackForrester WaveNote the comparative lead CrowdStrike has against competitors.Recently the company also tweeted this on May 30, 2023:“CrowdStrike has pioneered the use of artificial intelligence since we first introduced AI-powered protection to replace signature-based antivirus over 10 years ago, and we’ve continued to deeply integrate it across our platform.”This was to introduce Charlotte AI, a new generation AI security analyst. It uses the world’s highest-fidelity security data and is continuously improved by a tight feedback loop with industry-leading threat hunters, managed detection and response operators and incident response experts.We have some compelling commentary along with a solid investment thesis. But that alone is not enough. We need specific price levels to identify our risk vs. reward and to tell us where we continue to be right with our assumptions. On the other hand, this same structure will tell us when to turn more cautious or even revise our bullish viewpoint.How do we do that? Zac Mannes, our lead analyst, has been diligently tracking CRWD for some time now. Let’s peek over his shoulder and see what picture the technicals are painting at the moment.The Technical Picture With Zac MannesCaptain Obvious tells us that four times a year we get to review quarterly earnings from publicly traded companies. What's not widely known though is that our analysts are incredibly busy during this time as they provide charts with specific price levels that will tell our members what's most likely to fill out next on the charts posted in our trading room.With hundreds of companies reporting, you can imagine the amount of work that goes into this task. And yet, even so, our analysts manage to give guidance that shows the path forward with phenomenal accuracy.Earnings are typically a catalyst that will provoke a larger than standard move in a stock. But the underlying sentiment is what will eventually take over. It's this same sentiment that we are measuring and projecting on the charts.Let’s take this week’s CRWD chart which was posted for our members pre-earnings:by Zac Mannes - StockWaves / Motive WaveHere is the commentary that Zac provided along with the chart:“CRWD reports after market close. It is filling out great inside our 3rd, but can be due for some consolidation soon as the [iv] inside iii of 3. Ideal support holds the 150’s now.As posted in the official Wave Setups update, there is a risk here that this is a-b-c up for ‘a’ of 3 making our possible wave (1) of P.3 a leading diagonal rather than an impulse.If the 150s do not hold as [iv] I will likely shift to the purple a-b-c subwave count for the 3. That purple b should hold 130s.”If you were tracking how CRWD traded in the after-hours session post earnings, you would have seen it drop sharply to the 142 level. It even opened near that same level the next day.So, now moving forward, what path do we see as the most likely?by Zac Mannes - StockWaves / Motive Wave\"The AH (after hours) drop on earnings was easily enough to be ALL of the purple b-wave inside 3 discussed prior to ER and in the Wave Setup update on May 29. However, that move is almost entirely absent from the RTH (regular trading hours) chart. While the move up from 138 can be the wave [i] of c of 3 already, there is a good chance this is just an [a]-[b] of a wider purple circle b-wave that will attempt to retest that 138 support region over the next week or so. This still fits nicely within our May 5th Wave Setup expectations for the wave 3 of a possible 5up for [1] off the January 2023 low. Shifting to a Leading Diagonal though, the c-wave of 3 should now hold into the 191-202 Fibonacci resistance zone.\" -ZacAlso, here is an extra bonus ratio chart with an explanation:by Zac Mannes - StockWaves / Motive Wave\"Ratio charts do not imply any specific directional move. But we can identify technical analysis patterns in them. I see this chart as supporting the thesis that CrowdStrike should outperform Microsoft (MSFT) over the next year or so. That fits nicely with the potential long-term bullish potential we see in CrowdStrike off the Jan 2023 low and the potential for MSFT to be topping in a Primary degree B wave of a larger Cycle IV consolidation (even if that B still gets a nominal higher high).\" -ZacRisk: Main support is at 107.70. However, should price move below the $97 area we would revise this bullish scenario as illustrated.Does This Even Compare To Microsoft?As far as cybersecurity and the number of domains that CrowdStrike helps defend vs. Microsoft’s current number of customers, there really is no comparison, as CrowdStrike is the clear leader.Should some think that MSFT is a way to play the cybersecurity sector, perhaps Lyn’s comments and Zac’s technicals would give them some pause at the moment.FastGraphs“Microsoft is a fine company, but it's very expensive at this big run-up in 2023. It has benefited from an improved liquidity situation and euphoric perceptions around AI.I think the technicals align with the fundamentals and suggest that the odds are not in its favor over the next few years.”-Lynby Zac Mannes - StockWaves / Motive WaveAnd, this chart by Zac paints the technical picture quite well.ConclusionWill CrowdStrike surmount such a lead that the bigger players decide to buy them instead of continuing to attempt to compete? That also remains to be seen. What we do have here at the moment is a solid fundamental thesis and a technical picture that gives us specific risk vs reward on our chart.Our methodology is pointing to a low-risk, high-reward setup for CRWD. Not all paths will play out as illustrated. We view the markets from a probabilistic standpoint. But at the same time, we have specific levels to indicate when it's time to step aside or even change our stance and shift our weight.There are many ways to analyze and track stocks and the market they form. Some are more consistent than others. For us, this method has proved the most reliable and keeps us on the right side of the trade much more often than not. Nothing is perfect in this world, but for those looking to open their eyes to a new universe of trading and investing, why not consider studying this further? It may just be one of the most illuminating projects you undertake.","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952390404,"gmtCreate":1674435378709,"gmtModify":1676538940129,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952390404","repostId":"2305977227","repostType":4,"repost":{"id":"2305977227","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674428043,"share":"https://ttm.financial/m/news/2305977227?lang=&edition=fundamental","pubTime":"2023-01-23 06:54","market":"us","language":"en","title":"Tesla, Microsoft, AT&T, Visa, Chevron and More Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2305977227","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n     It will be a big week of fourth-quarter earnings, with about 90 S&P 500","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     It will be a big week of fourth-quarter earnings, with about 90 S&amp;P 500 companies scheduled to report. There will be plenty of notable economic data releases for investors to watch out for as well. \n</p>\n<p>\n     Highlights will include results from Microsoft, Johnson &amp; Johnson, General Electric, Verizon Communications, and Lockheed Martin -- all on Tuesday. Wednesday will bring results from Tesla, AT&amp;T, Boeing, and <a href=\"https://laohu8.com/S/IBM\">IBM</a>. American Airlines Group, Comcast, Intel, Mastercard, Southwest Airlines, and <a href=\"https://laohu8.com/S/V\">Visa</a> report on Thursday, then American Express, Charter Communications, and Chevron will close the week on Friday. \n</p>\n<p>\n     On Monday, the Conference Board reports its Leading Economic Index for December, then S&amp;P Global releases both the Manufacturing and Services Purchasing Managers' Indexes for January on Tuesday. Both are expected to remain in contraction territory. \n</p>\n<p>\n     On Thursday, the Bureau of Economic Analysis will report fourth-quarter gross-domestic-product, which is expected to show a 2.5% annual rate of growth. Also on Thursday, the Census Bureau will release the durable goods report for December. \n</p>\n<p>\n     Finally, the Bureau of Economic Analysis will report personal income and outlays for December on Friday. Earnings are expected to show a 0.2% month-over-month rise, while spending is seen slipping 0.1%. The Federal Reserve's preferred inflation gauge will be part of the same report, and is forecast to be up 4.4% from a year earlier. \n</p>\n<p>\n     Monday 1/23 \n</p>\n<p>\n     Baker Hughes, Brown &amp; Brown, and <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a> report quarterly results. \n</p>\n<p>\n     The Conference Board releases its Leading Economic Index for December. Consensus estimate is for a 0.6% month-over-month decline, after a 1% drop in November. \n</p>\n<p>\n     Tuesday 1/24 \n</p>\n<p>\n     Microsoft reports second-quarter fiscal-2023 results. The software giant recently announced 10,000 layoffs as part of cost-cutting measures. Analysts expect only 3% year-over-year revenue growth for the quarter, the slowest since 2016. \n</p>\n<p>\n     <a href=\"https://laohu8.com/S/MMM\">3M</a>, Capital One Financial, Danaher, D.R. Horton, General Electric, Halliburton, Johnson &amp; Johnson, Lockheed Martin, Paccar, Raytheon Technologies, Texas Instruments, Union Pacific, and Verizon Communications release earnings. \n</p>\n<p>\n     S&amp;P Global releases both its Manufacturing and Services Purchasing Managers' Indexes for January. Economists forecast a 46.5 reading for the Manufacturing PMI and a 47.5 reading for the Services PMI. This compares with 46.2 and 44.7, respectively, in December. \n</p>\n<p>\n     Wednesday 1/25 \n</p>\n<p>\n     Abbott Laboratories, Ameriprise Financial, ASML Holding, AT&amp;T, Automatic Data Processing, Boeing, Crown Castle, CSX, <a href=\"https://laohu8.com/S/ELV\">Elevance Health</a>, Freeport-McMoRan, General Dynamics, Hess, IBM, Kimberly-Clark, Lam Research, Las Vegas Sands, Nasdaq, NextEra Energy, Norfolk Southern, <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>, TE Connectivity, Tesla, and <a href=\"https://laohu8.com/S/USBOV\">U.S. Bancorp</a> announce quarterly results. \n</p>\n<p>\n     Thursday 1/26 \n</p>\n<p>\n     American Airlines Group, Archer-Daniels-Midland, Blackstone, Comcast, Dow, Intel, KLA, Marsh &amp; McLennan, Mastercard, Northrop Grumman, Nucor, SAP, Sherwin-Williams, Southwest Airlines, Valero Energy, and Visa hold conference calls to discuss earnings. \n</p>\n<p>\n     The Bureau of Economic Analysis reports fourth-quarter gross-domestic-product growth. The economy is expected to have grown at a 2.5% annual rate, following a 3.2% increase for the third quarter. \n</p>\n<p>\n     The Census Bureau releases the durable goods report for December. The consensus call is for new orders for manufactured durable goods to increase 2.5%, to $277 billion. \n</p>\n<p>\n     Friday 1/27 \n</p>\n<p>\n     American Express, Charter Communications, Chevron, Colgate-Palmolive, HCA Healthcare, and Roper Technologies report quarterly results. \n</p>\n<p>\n     The BEA reports personal income and outlays for December. Personal income is expected to rise 0.2% month over month compared with a 0.4% gain in November, while spending is seen declining 0.1% after rising 0.1% previously. The Federal Reserve's favored inflation gauge, the core personal-consumption expenditures price index, is forecast to increase 4.4% year over year, three-tenths of a percentage point less than in November. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 22, 2023 21:15 ET (02:15 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, Microsoft, AT&T, Visa, Chevron and More Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, Microsoft, AT&T, Visa, Chevron and More Stocks for Investors to Watch This Week\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\">2023-01-23 06:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     It will be a big week of fourth-quarter earnings, with about 90 S&amp;P 500 companies scheduled to report. There will be plenty of notable economic data releases for investors to watch out for as well. \n</p>\n<p>\n     Highlights will include results from Microsoft, Johnson &amp; Johnson, General Electric, Verizon Communications, and Lockheed Martin -- all on Tuesday. Wednesday will bring results from Tesla, AT&amp;T, Boeing, and <a href=\"https://laohu8.com/S/IBM\">IBM</a>. American Airlines Group, Comcast, Intel, Mastercard, Southwest Airlines, and <a href=\"https://laohu8.com/S/V\">Visa</a> report on Thursday, then American Express, Charter Communications, and Chevron will close the week on Friday. \n</p>\n<p>\n     On Monday, the Conference Board reports its Leading Economic Index for December, then S&amp;P Global releases both the Manufacturing and Services Purchasing Managers' Indexes for January on Tuesday. Both are expected to remain in contraction territory. \n</p>\n<p>\n     On Thursday, the Bureau of Economic Analysis will report fourth-quarter gross-domestic-product, which is expected to show a 2.5% annual rate of growth. Also on Thursday, the Census Bureau will release the durable goods report for December. \n</p>\n<p>\n     Finally, the Bureau of Economic Analysis will report personal income and outlays for December on Friday. Earnings are expected to show a 0.2% month-over-month rise, while spending is seen slipping 0.1%. The Federal Reserve's preferred inflation gauge will be part of the same report, and is forecast to be up 4.4% from a year earlier. \n</p>\n<p>\n     Monday 1/23 \n</p>\n<p>\n     Baker Hughes, Brown &amp; Brown, and <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a> report quarterly results. \n</p>\n<p>\n     The Conference Board releases its Leading Economic Index for December. Consensus estimate is for a 0.6% month-over-month decline, after a 1% drop in November. \n</p>\n<p>\n     Tuesday 1/24 \n</p>\n<p>\n     Microsoft reports second-quarter fiscal-2023 results. The software giant recently announced 10,000 layoffs as part of cost-cutting measures. Analysts expect only 3% year-over-year revenue growth for the quarter, the slowest since 2016. \n</p>\n<p>\n     <a href=\"https://laohu8.com/S/MMM\">3M</a>, Capital One Financial, Danaher, D.R. Horton, General Electric, Halliburton, Johnson &amp; Johnson, Lockheed Martin, Paccar, Raytheon Technologies, Texas Instruments, Union Pacific, and Verizon Communications release earnings. \n</p>\n<p>\n     S&amp;P Global releases both its Manufacturing and Services Purchasing Managers' Indexes for January. Economists forecast a 46.5 reading for the Manufacturing PMI and a 47.5 reading for the Services PMI. This compares with 46.2 and 44.7, respectively, in December. \n</p>\n<p>\n     Wednesday 1/25 \n</p>\n<p>\n     Abbott Laboratories, Ameriprise Financial, ASML Holding, AT&amp;T, Automatic Data Processing, Boeing, Crown Castle, CSX, <a href=\"https://laohu8.com/S/ELV\">Elevance Health</a>, Freeport-McMoRan, General Dynamics, Hess, IBM, Kimberly-Clark, Lam Research, Las Vegas Sands, Nasdaq, NextEra Energy, Norfolk Southern, <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>, TE Connectivity, Tesla, and <a href=\"https://laohu8.com/S/USBOV\">U.S. Bancorp</a> announce quarterly results. \n</p>\n<p>\n     Thursday 1/26 \n</p>\n<p>\n     American Airlines Group, Archer-Daniels-Midland, Blackstone, Comcast, Dow, Intel, KLA, Marsh &amp; McLennan, Mastercard, Northrop Grumman, Nucor, SAP, Sherwin-Williams, Southwest Airlines, Valero Energy, and Visa hold conference calls to discuss earnings. \n</p>\n<p>\n     The Bureau of Economic Analysis reports fourth-quarter gross-domestic-product growth. The economy is expected to have grown at a 2.5% annual rate, following a 3.2% increase for the third quarter. \n</p>\n<p>\n     The Census Bureau releases the durable goods report for December. The consensus call is for new orders for manufactured durable goods to increase 2.5%, to $277 billion. \n</p>\n<p>\n     Friday 1/27 \n</p>\n<p>\n     American Express, Charter Communications, Chevron, Colgate-Palmolive, HCA Healthcare, and Roper Technologies report quarterly results. \n</p>\n<p>\n     The BEA reports personal income and outlays for December. Personal income is expected to rise 0.2% month over month compared with a 0.4% gain in November, while spending is seen declining 0.1% after rising 0.1% previously. The Federal Reserve's favored inflation gauge, the core personal-consumption expenditures price index, is forecast to increase 4.4% year over year, three-tenths of a percentage point less than in November. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 22, 2023 21:15 ET (02:15 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4515":"5G概念","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4534":"瑞士信贷持仓","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4007":"制药","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BA":"波音","TSLA":"特斯拉","CVX":"雪佛龙","V":"Visa","BK4559":"巴菲特持仓","BK4527":"明星科技股","SG9999001424.SGD":"United E-Commerce Fund SGD","BK4500":"航空公司","BK4579":"人工智能","LU1046421795.USD":"富达环球科技A-ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC",".DJI":"道琼斯","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","MSFT":"微软","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC",".IXIC":"NASDAQ Composite","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4097":"系统软件","LU0122376428.USD":"贝莱德世界能源基金A2","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H",".SPX":"S&P 500 Index","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","BK4511":"特斯拉概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","T":"美国电话电报","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","BK4201":"综合性石油与天然气企业","BK4516":"特朗普概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305977227","content_text":"By Nicholas Jasinski \n\n\n     It will be a big week of fourth-quarter earnings, with about 90 S&P 500 companies scheduled to report. There will be plenty of notable economic data releases for investors to watch out for as well. \n\n\n     Highlights will include results from Microsoft, Johnson & Johnson, General Electric, Verizon Communications, and Lockheed Martin -- all on Tuesday. Wednesday will bring results from Tesla, AT&T, Boeing, and IBM. American Airlines Group, Comcast, Intel, Mastercard, Southwest Airlines, and Visa report on Thursday, then American Express, Charter Communications, and Chevron will close the week on Friday. \n\n\n     On Monday, the Conference Board reports its Leading Economic Index for December, then S&P Global releases both the Manufacturing and Services Purchasing Managers' Indexes for January on Tuesday. Both are expected to remain in contraction territory. \n\n\n     On Thursday, the Bureau of Economic Analysis will report fourth-quarter gross-domestic-product, which is expected to show a 2.5% annual rate of growth. Also on Thursday, the Census Bureau will release the durable goods report for December. \n\n\n     Finally, the Bureau of Economic Analysis will report personal income and outlays for December on Friday. Earnings are expected to show a 0.2% month-over-month rise, while spending is seen slipping 0.1%. The Federal Reserve's preferred inflation gauge will be part of the same report, and is forecast to be up 4.4% from a year earlier. \n\n\n     Monday 1/23 \n\n\n     Baker Hughes, Brown & Brown, and Synchrony Financial report quarterly results. \n\n\n     The Conference Board releases its Leading Economic Index for December. Consensus estimate is for a 0.6% month-over-month decline, after a 1% drop in November. \n\n\n     Tuesday 1/24 \n\n\n     Microsoft reports second-quarter fiscal-2023 results. The software giant recently announced 10,000 layoffs as part of cost-cutting measures. Analysts expect only 3% year-over-year revenue growth for the quarter, the slowest since 2016. \n\n\n3M, Capital One Financial, Danaher, D.R. Horton, General Electric, Halliburton, Johnson & Johnson, Lockheed Martin, Paccar, Raytheon Technologies, Texas Instruments, Union Pacific, and Verizon Communications release earnings. \n\n\n     S&P Global releases both its Manufacturing and Services Purchasing Managers' Indexes for January. Economists forecast a 46.5 reading for the Manufacturing PMI and a 47.5 reading for the Services PMI. This compares with 46.2 and 44.7, respectively, in December. \n\n\n     Wednesday 1/25 \n\n\n     Abbott Laboratories, Ameriprise Financial, ASML Holding, AT&T, Automatic Data Processing, Boeing, Crown Castle, CSX, Elevance Health, Freeport-McMoRan, General Dynamics, Hess, IBM, Kimberly-Clark, Lam Research, Las Vegas Sands, Nasdaq, NextEra Energy, Norfolk Southern, ServiceNow, TE Connectivity, Tesla, and U.S. Bancorp announce quarterly results. \n\n\n     Thursday 1/26 \n\n\n     American Airlines Group, Archer-Daniels-Midland, Blackstone, Comcast, Dow, Intel, KLA, Marsh & McLennan, Mastercard, Northrop Grumman, Nucor, SAP, Sherwin-Williams, Southwest Airlines, Valero Energy, and Visa hold conference calls to discuss earnings. \n\n\n     The Bureau of Economic Analysis reports fourth-quarter gross-domestic-product growth. The economy is expected to have grown at a 2.5% annual rate, following a 3.2% increase for the third quarter. \n\n\n     The Census Bureau releases the durable goods report for December. The consensus call is for new orders for manufactured durable goods to increase 2.5%, to $277 billion. \n\n\n     Friday 1/27 \n\n\n     American Express, Charter Communications, Chevron, Colgate-Palmolive, HCA Healthcare, and Roper Technologies report quarterly results. \n\n\n     The BEA reports personal income and outlays for December. Personal income is expected to rise 0.2% month over month compared with a 0.4% gain in November, while spending is seen declining 0.1% after rising 0.1% previously. The Federal Reserve's favored inflation gauge, the core personal-consumption expenditures price index, is forecast to increase 4.4% year over year, three-tenths of a percentage point less than in November. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 22, 2023 21:15 ET (02:15 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112892811,"gmtCreate":1622859101133,"gmtModify":1704192556022,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"To the moon! Like and comment pls&nbsp;","listText":"To the moon! Like and comment pls&nbsp;","text":"To the moon! Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":1,"link":"https://ttm.financial/post/112892811","repostId":"1158897173","repostType":4,"repost":{"id":"1158897173","kind":"news","pubTimestamp":1622813283,"share":"https://ttm.financial/m/news/1158897173?lang=&edition=fundamental","pubTime":"2021-06-04 21:28","market":"us","language":"en","title":"Should You Buy Apple Stock Before WWDC?","url":"https://stock-news.laohu8.com/highlight/detail?id=1158897173","media":"TheStreet","summary":"On June 7, Apple will host its annual WWDC event – as a virtual conference, just like 2020. The Apple Maven looked back at recent history to see how AAPL stock behaved around these events.Apple’s WWDC is just around the corner. The Cupertino company will virtually host the 32nd Worldwide Developers Conference, starting June 7. Rumor has it that Apple will announce five new software updates, including iOS 15 and macOS 12. Also, new hardware could be unveiled, but these announcements tend to be ra","content":"<p>On June 7, Apple will host its annual WWDC event – as a virtual conference, just like 2020. The Apple Maven looked back at recent history to see how AAPL stock behaved around these events.</p>\n<p>Apple’s WWDC is just around the corner. The Cupertino company will virtually host the 32nd Worldwide Developers Conference, starting June 7. Rumor has it that Apple will announce five new software updates, including iOS 15 and macOS 12. Also, new hardware could be unveiled, but these announcements tend to be rare during the developers’ conference.</p>\n<p>Today, the Apple Maven looks back at the most recent WWDC events to check how the stock behaved prior to and immediately after the conference.</p>\n<p>Before we dive in…</p>\n<p>Keep in mind that the Apple Maven will cover the event via&nbsp;<b>live blog</b>, starting at 9:45 a.m. Cupertino time (PDT), on June 7. Tune in to follow our analysis of Apple's WWDC presentation!</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4af607bdf7b93f038263f4c2d0575f3\" tg-width=\"1240\" tg-height=\"697\"><span>Figure 1: Apple's 2021 WWDC.</span></p>\n<p><b>WWDC 2017: Apple stock hiccups</b></p>\n<p>The 2017 edition of WWDC took place between June 5 and June 9, 2017. At that time, three software updates were announced: the iOS 11, macOS High Sierra and tvOS. Also, hardware updates were unveiled, including the Mac, iPad and HomePod.</p>\n<p>Looking at the performance of Apple shares a week before until the end of the event, AAPL investors did not show much enthusiasm. The stock moved 3% lower, trading at that time at $37.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/186aecd588efc459ba0be3e423485612\" tg-width=\"818\" tg-height=\"281\"><span>Figure 2: AAPL 2017 chart.</span></p>\n<p><b>WWDC 2018: modest climb</b></p>\n<p>In 2018, WWDC was held from June 4 to June 8. iOS 12 was announced, and so were software updates for Mac and Watch. This time, there were no hardware announcements.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01f8d4a6d1b8bb55730d84f348b32520\" tg-width=\"818\" tg-height=\"285\"><span>Figure 3: AAPL 2018 chart.</span></p>\n<p>From one week prior until the end of the event, WWDC 2018 may have brought optimism to investors, as shares climbed by 2%, trading at that time at nearly $48.</p>\n<p><b>WWDC 2019: the start of the ramp</b></p>\n<p>The 2019 conference was held from June 3 to June 7. iOS 13 and other software updates were announced for the Mac, Watch, TV and iPad. Apple also launched hardware updates on Mac.</p>\n<p>Apple stock behaved well, rising nearly 7% from a week before to the end of the event. In 2019, WWDC coincided with the beginning of a massive climb in AAPL share price that lasted until the end of the year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8e261dd232ee1779ea1d89a8ebd4dd7\" tg-width=\"818\" tg-height=\"280\"><span>Figure 4: AAPL 2019 chart.</span></p>\n<p><b>WWDC 2020: riding the recovery</b></p>\n<p>For the first time, the 2020 version of WWDC was held online because of the COVID-19 pandemic. The conference happened from June 22 to June 26. At that time, iOS 14 was announced, alongside iPad, Watch, TV and Mac software updates.The highlight of the event&nbsp;was the announced transition to custom ARM processors for Mac.</p>\n<p>The stock was rebounding from the COVID-19 stock market crash at that time. Looking back at the period between a week prior to and the end of the event, shares were up 3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fa56b7f188ab147a30b9f13621f0024\" tg-width=\"814\" tg-height=\"281\"><span>Figure 5: AAPL 2020 chart.</span></p>\n<p><b>What history suggests</b></p>\n<p>It is hard to predict how Apple stock will behave in the near future. However, looking back at history, we can draw a few conclusions about AAPL share price behavior around WWDC in the last 5 years.</p>\n<p>Except for the 2017 conference, Apple caught an updraft around the WWDC weeks. Whether the performance is related to the event itself is a matter of interpretation.</p>\n<p><b>What to expect of WWDC 2021</b></p>\n<p>For this year’s WWDC, Apple will likely release the usual software updates. For investors, possible updates on the products and services front would be most meaningful.</p>\n<p>A possible successor for the M1 chip, a 27-inc Mac, a new MacBook Pro, updates on AR and VR technology and even hints about the Apple Car would certainly be highlights. Any of these potential developments, even if unlikely to happen, could give an extra impulse for Apple shares in the short- and mid-terms.</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>Should You Buy Apple Stock Before WWDC?</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\">\nShould You Buy Apple Stock Before WWDC?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 21:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/should-you-buy-apple-stock-before-wwdc><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On June 7, Apple will host its annual WWDC event – as a virtual conference, just like 2020. The Apple Maven looked back at recent history to see how AAPL stock behaved around these events.\nApple’s ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/should-you-buy-apple-stock-before-wwdc\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/should-you-buy-apple-stock-before-wwdc","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158897173","content_text":"On June 7, Apple will host its annual WWDC event – as a virtual conference, just like 2020. The Apple Maven looked back at recent history to see how AAPL stock behaved around these events.\nApple’s WWDC is just around the corner. The Cupertino company will virtually host the 32nd Worldwide Developers Conference, starting June 7. Rumor has it that Apple will announce five new software updates, including iOS 15 and macOS 12. Also, new hardware could be unveiled, but these announcements tend to be rare during the developers’ conference.\nToday, the Apple Maven looks back at the most recent WWDC events to check how the stock behaved prior to and immediately after the conference.\nBefore we dive in…\nKeep in mind that the Apple Maven will cover the event via live blog, starting at 9:45 a.m. Cupertino time (PDT), on June 7. Tune in to follow our analysis of Apple's WWDC presentation!\nFigure 1: Apple's 2021 WWDC.\nWWDC 2017: Apple stock hiccups\nThe 2017 edition of WWDC took place between June 5 and June 9, 2017. At that time, three software updates were announced: the iOS 11, macOS High Sierra and tvOS. Also, hardware updates were unveiled, including the Mac, iPad and HomePod.\nLooking at the performance of Apple shares a week before until the end of the event, AAPL investors did not show much enthusiasm. The stock moved 3% lower, trading at that time at $37.\nFigure 2: AAPL 2017 chart.\nWWDC 2018: modest climb\nIn 2018, WWDC was held from June 4 to June 8. iOS 12 was announced, and so were software updates for Mac and Watch. This time, there were no hardware announcements.\nFigure 3: AAPL 2018 chart.\nFrom one week prior until the end of the event, WWDC 2018 may have brought optimism to investors, as shares climbed by 2%, trading at that time at nearly $48.\nWWDC 2019: the start of the ramp\nThe 2019 conference was held from June 3 to June 7. iOS 13 and other software updates were announced for the Mac, Watch, TV and iPad. Apple also launched hardware updates on Mac.\nApple stock behaved well, rising nearly 7% from a week before to the end of the event. In 2019, WWDC coincided with the beginning of a massive climb in AAPL share price that lasted until the end of the year.\nFigure 4: AAPL 2019 chart.\nWWDC 2020: riding the recovery\nFor the first time, the 2020 version of WWDC was held online because of the COVID-19 pandemic. The conference happened from June 22 to June 26. At that time, iOS 14 was announced, alongside iPad, Watch, TV and Mac software updates.The highlight of the event was the announced transition to custom ARM processors for Mac.\nThe stock was rebounding from the COVID-19 stock market crash at that time. Looking back at the period between a week prior to and the end of the event, shares were up 3%.\nFigure 5: AAPL 2020 chart.\nWhat history suggests\nIt is hard to predict how Apple stock will behave in the near future. However, looking back at history, we can draw a few conclusions about AAPL share price behavior around WWDC in the last 5 years.\nExcept for the 2017 conference, Apple caught an updraft around the WWDC weeks. Whether the performance is related to the event itself is a matter of interpretation.\nWhat to expect of WWDC 2021\nFor this year’s WWDC, Apple will likely release the usual software updates. For investors, possible updates on the products and services front would be most meaningful.\nA possible successor for the M1 chip, a 27-inc Mac, a new MacBook Pro, updates on AR and VR technology and even hints about the Apple Car would certainly be highlights. Any of these potential developments, even if unlikely to happen, could give an extra impulse for Apple shares in the short- and mid-terms.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955476342,"gmtCreate":1675726536586,"gmtModify":1675726540176,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955476342","repostId":"2309310743","repostType":4,"repost":{"id":"2309310743","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1675724038,"share":"https://ttm.financial/m/news/2309310743?lang=&edition=fundamental","pubTime":"2023-02-07 06:53","market":"us","language":"en","title":"Wall St Ends Down As Investors Await Fed's Next Steps","url":"https://stock-news.laohu8.com/highlight/detail?id=2309310743","media":"Reuters","summary":"* Miner Newmont drops on Newcrest bid* Chinese stocks fall on geopolitical jitters* Dow down 0.11%, ","content":"<html><head></head><body><p>* Miner Newmont drops on Newcrest bid</p><p>* Chinese stocks fall on geopolitical jitters</p><p>* Dow down 0.11%, S&amp;P 500 down 0.62%, Nasdaq down 1.00%</p><p><img src=\"https://static.tigerbbs.com/aa0dcbb4ffe2be597bc70c0410c180aa\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Feb 6 (Reuters) - U.S. stocks ended lower on Monday as investors shifted gears after considering the possibility that the U.S. Federal Reserve may take longer to start cutting interest rates.</p><p>Traders are keeping a close eye on speeches by Fed officials this week, including Chair Jerome Powell on Tuesday, for any change in the central bank&#39;s rhetoric after data last week showed services activity was strong in January as well as strong job growth.</p><p>&#34;We got that blowout jobs report, and people have had to reassess what the outlook for the Fed and the economy is. Tomorrow it will be interesting to see if Powell continues his transformation from hawk to dove,&#34; said Brian Jacobsen, senior investment strategist at Allspring Global Investments.</p><p>U.S. Treasury Secretary Janet Yellen said on Monday the United States may avoid a recession as inflation is coming down while the labor market remains strong.</p><p>After taking a hit in 2022, U.S. equities have recovered strongly in 2023, led by megacap growth stocks amid short-lived hopes that the Fed will temper its aggressive rate hikes, which in turn could alleviate some pressure on equity valuations.</p><p>Money market participants now see the benchmark rate peaking at 5.1% by July, in line with what most policymakers have backed repeatedly.</p><p>Yield on the 10-year U.S. Treasury note extended gains to a four-week high.</p><p>On the corporate side, analysts expect quarterly earnings of S&amp;P 500 firms to decline 2.8% in the fourth quarter, according to Refinitiv.</p><p>The Dow Jones Industrial Average ended down 34.99 points, or 0.10%, at 33,891.02, the S&amp;P 500 lost 25.40 points, or 0.61%, to 4,111.08 and the Nasdaq Composite dropped 119.50 points, or 1%, to 11,887.45.</p><p>Volume on U.S. exchanges was 11.17 billion shares, compared with the 11.858 billion average for the full session over the last 20 trading days.</p><p>Tyson Foods Inc fell 4.6% after missing analysts&#39; estimates for quarterly revenue and profit.</p><p>Miner Newmont Corp slid 4.5% on its $16.9 billion offer for Australian peer Newcrest Mining Ltd to build a global gold behemoth.</p><p>Contrary to the overall trend, Tesla Inc rose 2.5% after a U.S. jury on Friday found Chief Executive Elon Musk and his company were not liable for misleading investors when Musk tweeted in 2018 that he had &#34;funding secured&#34; to take the electric-vehicle maker private.</p><p>Meme stocks, such as AMC Entertainment and Gamestop , also gained steam late in the session, ending 11.8% and 7.2% higher, respectively.</p><p>U.S.-listed Chinese stocks such as Pinduoduo Inc fell 1.9% on geopolitical concerns after a U.S. military fighter jet shot down a suspected Chinese spy balloon off the coast of South Carolina on Saturday.</p><p>Most of the 11 major S&amp;P 500 sector indexes were in the red, except for utilities and consumer staples.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 3.37-to-1 ratio; on Nasdaq, a 1.98-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 5 new 52-week highs and 1 new low; the Nasdaq Composite recorded 79 new highs and 19 new lows. (Reporting by Shubham Batra and Johann M Cherian in Bengaluru and Carolina Mandl in New York Editing by Shounak Dasgupta and Matthew Lewis)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St Ends Down As Investors Await Fed's Next Steps</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Ends Down As Investors Await Fed's Next Steps\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\">2023-02-07 06:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Miner Newmont drops on Newcrest bid</p><p>* Chinese stocks fall on geopolitical jitters</p><p>* Dow down 0.11%, S&amp;P 500 down 0.62%, Nasdaq down 1.00%</p><p><img src=\"https://static.tigerbbs.com/aa0dcbb4ffe2be597bc70c0410c180aa\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Feb 6 (Reuters) - U.S. stocks ended lower on Monday as investors shifted gears after considering the possibility that the U.S. Federal Reserve may take longer to start cutting interest rates.</p><p>Traders are keeping a close eye on speeches by Fed officials this week, including Chair Jerome Powell on Tuesday, for any change in the central bank&#39;s rhetoric after data last week showed services activity was strong in January as well as strong job growth.</p><p>&#34;We got that blowout jobs report, and people have had to reassess what the outlook for the Fed and the economy is. Tomorrow it will be interesting to see if Powell continues his transformation from hawk to dove,&#34; said Brian Jacobsen, senior investment strategist at Allspring Global Investments.</p><p>U.S. Treasury Secretary Janet Yellen said on Monday the United States may avoid a recession as inflation is coming down while the labor market remains strong.</p><p>After taking a hit in 2022, U.S. equities have recovered strongly in 2023, led by megacap growth stocks amid short-lived hopes that the Fed will temper its aggressive rate hikes, which in turn could alleviate some pressure on equity valuations.</p><p>Money market participants now see the benchmark rate peaking at 5.1% by July, in line with what most policymakers have backed repeatedly.</p><p>Yield on the 10-year U.S. Treasury note extended gains to a four-week high.</p><p>On the corporate side, analysts expect quarterly earnings of S&amp;P 500 firms to decline 2.8% in the fourth quarter, according to Refinitiv.</p><p>The Dow Jones Industrial Average ended down 34.99 points, or 0.10%, at 33,891.02, the S&amp;P 500 lost 25.40 points, or 0.61%, to 4,111.08 and the Nasdaq Composite dropped 119.50 points, or 1%, to 11,887.45.</p><p>Volume on U.S. exchanges was 11.17 billion shares, compared with the 11.858 billion average for the full session over the last 20 trading days.</p><p>Tyson Foods Inc fell 4.6% after missing analysts&#39; estimates for quarterly revenue and profit.</p><p>Miner Newmont Corp slid 4.5% on its $16.9 billion offer for Australian peer Newcrest Mining Ltd to build a global gold behemoth.</p><p>Contrary to the overall trend, Tesla Inc rose 2.5% after a U.S. jury on Friday found Chief Executive Elon Musk and his company were not liable for misleading investors when Musk tweeted in 2018 that he had &#34;funding secured&#34; to take the electric-vehicle maker private.</p><p>Meme stocks, such as AMC Entertainment and Gamestop , also gained steam late in the session, ending 11.8% and 7.2% higher, respectively.</p><p>U.S.-listed Chinese stocks such as Pinduoduo Inc fell 1.9% on geopolitical concerns after a U.S. military fighter jet shot down a suspected Chinese spy balloon off the coast of South Carolina on Saturday.</p><p>Most of the 11 major S&amp;P 500 sector indexes were in the red, except for utilities and consumer staples.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 3.37-to-1 ratio; on Nasdaq, a 1.98-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 5 new 52-week highs and 1 new low; the Nasdaq Composite recorded 79 new highs and 19 new lows. (Reporting by Shubham Batra and Johann M Cherian in Bengaluru and Carolina Mandl in New York Editing by Shounak Dasgupta and Matthew Lewis)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","TSLA":"特斯拉","GME":"游戏驿站","NEM":"纽曼矿业","AMC":"AMC院线",".DJI":"道琼斯","TSN":"泰森食品",".IXIC":"NASDAQ Composite","PDD":"拼多多"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2309310743","content_text":"* Miner Newmont drops on Newcrest bid* Chinese stocks fall on geopolitical jitters* Dow down 0.11%, S&P 500 down 0.62%, Nasdaq down 1.00%Feb 6 (Reuters) - U.S. stocks ended lower on Monday as investors shifted gears after considering the possibility that the U.S. Federal Reserve may take longer to start cutting interest rates.Traders are keeping a close eye on speeches by Fed officials this week, including Chair Jerome Powell on Tuesday, for any change in the central bank's rhetoric after data last week showed services activity was strong in January as well as strong job growth.\"We got that blowout jobs report, and people have had to reassess what the outlook for the Fed and the economy is. Tomorrow it will be interesting to see if Powell continues his transformation from hawk to dove,\" said Brian Jacobsen, senior investment strategist at Allspring Global Investments.U.S. Treasury Secretary Janet Yellen said on Monday the United States may avoid a recession as inflation is coming down while the labor market remains strong.After taking a hit in 2022, U.S. equities have recovered strongly in 2023, led by megacap growth stocks amid short-lived hopes that the Fed will temper its aggressive rate hikes, which in turn could alleviate some pressure on equity valuations.Money market participants now see the benchmark rate peaking at 5.1% by July, in line with what most policymakers have backed repeatedly.Yield on the 10-year U.S. Treasury note extended gains to a four-week high.On the corporate side, analysts expect quarterly earnings of S&P 500 firms to decline 2.8% in the fourth quarter, according to Refinitiv.The Dow Jones Industrial Average ended down 34.99 points, or 0.10%, at 33,891.02, the S&P 500 lost 25.40 points, or 0.61%, to 4,111.08 and the Nasdaq Composite dropped 119.50 points, or 1%, to 11,887.45.Volume on U.S. exchanges was 11.17 billion shares, compared with the 11.858 billion average for the full session over the last 20 trading days.Tyson Foods Inc fell 4.6% after missing analysts' estimates for quarterly revenue and profit.Miner Newmont Corp slid 4.5% on its $16.9 billion offer for Australian peer Newcrest Mining Ltd to build a global gold behemoth.Contrary to the overall trend, Tesla Inc rose 2.5% after a U.S. jury on Friday found Chief Executive Elon Musk and his company were not liable for misleading investors when Musk tweeted in 2018 that he had \"funding secured\" to take the electric-vehicle maker private.Meme stocks, such as AMC Entertainment and Gamestop , also gained steam late in the session, ending 11.8% and 7.2% higher, respectively.U.S.-listed Chinese stocks such as Pinduoduo Inc fell 1.9% on geopolitical concerns after a U.S. military fighter jet shot down a suspected Chinese spy balloon off the coast of South Carolina on Saturday.Most of the 11 major S&P 500 sector indexes were in the red, except for utilities and consumer staples.Declining issues outnumbered advancing ones on the NYSE by a 3.37-to-1 ratio; on Nasdaq, a 1.98-to-1 ratio favored decliners.The S&P 500 posted 5 new 52-week highs and 1 new low; the Nasdaq Composite recorded 79 new highs and 19 new lows. (Reporting by Shubham Batra and Johann M Cherian in Bengaluru and Carolina Mandl in New York Editing by Shounak Dasgupta and Matthew Lewis)","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955579629,"gmtCreate":1675639549062,"gmtModify":1676539009441,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955579629","repostId":"2309838908","repostType":4,"repost":{"id":"2309838908","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1675636738,"share":"https://ttm.financial/m/news/2309838908?lang=&edition=fundamental","pubTime":"2023-02-06 06:38","market":"us","language":"en","title":"Disney, CVS, Uber, Chipotle, PayPal, and More Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2309838908","media":"Dow Jones","summary":"Fourth-quarter earnings season continues this week, with close to 90 S&P 500 companies scheduled to ","content":"<html><head></head><body><p>Fourth-quarter earnings season continues this week, with close to 90 S&amp;P 500 companies scheduled to report. So far, earnings are down about 3% from the same period a year ago, per Refinitiv.</p><p><img src=\"https://static.tigerbbs.com/6b947a0433dc7d03618f471719039d6a\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Simon Property Group, Take-Two Interactive Software, and Tyson Foods report on Monday, followed by BP, Chipotle Mexican Grill, DuPont,Linde, and Royal Caribbean Group.</p><p>Walt Disney, CVS Health,and Uber Technologies will publish results on Wednesday, then AbbVie, Expedia Group, Hilton Worldwide Holdings, PayPal Holdings, and Philip Morris International go on Thursday. Honda Motor and Newell Brands will close the week on Friday.</p><p><img src=\"https://static.tigerbbs.com/312a56f3beb85478c9f29836e1c5cf52\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\"/></p><p>It will be a relatively quiet week on the economic-data calendar: The University of Michigan’s Consumer Sentiment Index for February, out on Friday morning, will be the highlight. That’s forecast to come in roughly event with January’s figure, which showed widespread pessimism among consumers.</p><p>Economists and Federal Reserve watchers will be tuning into a speech from Chairman Jerome Powell at the Economic Club of Washington D.C. on Tuesday. And Tuesday night, President Joe Biden will give the State of the Union address.</p><p><b>Monday 2/6</b></p><p>Activision Blizzard, Cummins, Idexx Laboratories, ON Semiconductor, Simon Property Group, Take-Two Interactive Software, and Tyson Foods report quarterly results.</p><p><b>Tuesday 2/7</b></p><p>BP, Carrier Global, Centene, Chipotle Mexican Grill, DuPont, Enphase Energy, Fiserv, Fortinet, Illumina, KKR, Linde, Omnicom Group, Prudential Financial, Royal Caribbean Group, TransDigm Group, Vertex Pharmaceuticals, and Xylem announce earnings.</p><p><b>The Federal Reserve</b> reports consumer credit data for December. In November, total consumer debt increased at a seasonally adjusted annual rate of 7.1%, to a record $4.76 trillion. Revolving credit—mostly credit-card debt—jumped 16.9%, as the estimated $2.3 trillion in excess savings that consumers squirrelled away during the pandemic has dwindled to less than $1 trillion.</p><p><b>Wednesday 2/8</b></p><p>Walt Disney reports first-quarter fiscal-2023 results. Shares plunged 43.9% last year, the company’s worst showing since 1974, as investors valued profitability over growth in Disney’s streaming division.</p><p>CME Group, CVS Health, Dominion Energy, Eaton, Emerson Electric, Equifax, Equinor, MGM Resorts International, O’Reilly Automotive, TotalEnergies, Uber Technologies, and Yum! Brands release quarterly results.</p><p><b>Thursday 2/9</b></p><p>AbbVie, AstraZeneca, Duke Energy, Expedia Group, Hilton Worldwide Holdings, Interpublic Group, Kellogg, Motorola Solutions, PayPal Holdings, Philip Morris International, and S&amp;P Global hold conference calls to discuss earnings.</p><p><b>The Department of Labor</b> reports initial jobless claims for the week ending on Feb. 4. Claims averaged 191,7500 in January, 26,000 fewer than in December, and remain historically low. Federal Reserve Chairman Jerome Powell, at the FOMC news conference this past week, cited 1.9 job openings for every unemployed person as something that needs to come into better balance. The reported unemployment rate hit a half-century low of 3.4% in January.</p><p><b>Friday 2/10</b></p><p>Global Payments, Honda Motor, IQVIA Holdings,and Newell Brands report quarterly results.</p><p><b>The University of Michigan</b> releases its Consumer Sentiment Index for February. The consensus estimate is for a bearish 65 reading, roughly even with the January figure. Consumers’ expectations for year-ahead inflation was 3.9% in January, the lowest level since April of 2021. The Fed has stated that expectations for inflation play an important role in determining actual inflation. Powell recently said that inflation expectations were “well anchored,” meaning that consumers’ expectations for future inflation aren’t sensitive to current inflation.</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>Disney, CVS, Uber, Chipotle, PayPal, and More Stocks to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney, CVS, Uber, Chipotle, PayPal, and More Stocks to Watch This Week\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\">2023-02-06 06:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Fourth-quarter earnings season continues this week, with close to 90 S&amp;P 500 companies scheduled to report. So far, earnings are down about 3% from the same period a year ago, per Refinitiv.</p><p><img src=\"https://static.tigerbbs.com/6b947a0433dc7d03618f471719039d6a\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Simon Property Group, Take-Two Interactive Software, and Tyson Foods report on Monday, followed by BP, Chipotle Mexican Grill, DuPont,Linde, and Royal Caribbean Group.</p><p>Walt Disney, CVS Health,and Uber Technologies will publish results on Wednesday, then AbbVie, Expedia Group, Hilton Worldwide Holdings, PayPal Holdings, and Philip Morris International go on Thursday. Honda Motor and Newell Brands will close the week on Friday.</p><p><img src=\"https://static.tigerbbs.com/312a56f3beb85478c9f29836e1c5cf52\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\"/></p><p>It will be a relatively quiet week on the economic-data calendar: The University of Michigan’s Consumer Sentiment Index for February, out on Friday morning, will be the highlight. That’s forecast to come in roughly event with January’s figure, which showed widespread pessimism among consumers.</p><p>Economists and Federal Reserve watchers will be tuning into a speech from Chairman Jerome Powell at the Economic Club of Washington D.C. on Tuesday. And Tuesday night, President Joe Biden will give the State of the Union address.</p><p><b>Monday 2/6</b></p><p>Activision Blizzard, Cummins, Idexx Laboratories, ON Semiconductor, Simon Property Group, Take-Two Interactive Software, and Tyson Foods report quarterly results.</p><p><b>Tuesday 2/7</b></p><p>BP, Carrier Global, Centene, Chipotle Mexican Grill, DuPont, Enphase Energy, Fiserv, Fortinet, Illumina, KKR, Linde, Omnicom Group, Prudential Financial, Royal Caribbean Group, TransDigm Group, Vertex Pharmaceuticals, and Xylem announce earnings.</p><p><b>The Federal Reserve</b> reports consumer credit data for December. In November, total consumer debt increased at a seasonally adjusted annual rate of 7.1%, to a record $4.76 trillion. Revolving credit—mostly credit-card debt—jumped 16.9%, as the estimated $2.3 trillion in excess savings that consumers squirrelled away during the pandemic has dwindled to less than $1 trillion.</p><p><b>Wednesday 2/8</b></p><p>Walt Disney reports first-quarter fiscal-2023 results. Shares plunged 43.9% last year, the company’s worst showing since 1974, as investors valued profitability over growth in Disney’s streaming division.</p><p>CME Group, CVS Health, Dominion Energy, Eaton, Emerson Electric, Equifax, Equinor, MGM Resorts International, O’Reilly Automotive, TotalEnergies, Uber Technologies, and Yum! Brands release quarterly results.</p><p><b>Thursday 2/9</b></p><p>AbbVie, AstraZeneca, Duke Energy, Expedia Group, Hilton Worldwide Holdings, Interpublic Group, Kellogg, Motorola Solutions, PayPal Holdings, Philip Morris International, and S&amp;P Global hold conference calls to discuss earnings.</p><p><b>The Department of Labor</b> reports initial jobless claims for the week ending on Feb. 4. Claims averaged 191,7500 in January, 26,000 fewer than in December, and remain historically low. Federal Reserve Chairman Jerome Powell, at the FOMC news conference this past week, cited 1.9 job openings for every unemployed person as something that needs to come into better balance. The reported unemployment rate hit a half-century low of 3.4% in January.</p><p><b>Friday 2/10</b></p><p>Global Payments, Honda Motor, IQVIA Holdings,and Newell Brands report quarterly results.</p><p><b>The University of Michigan</b> releases its Consumer Sentiment Index for February. The consensus estimate is for a bearish 65 reading, roughly even with the January figure. Consumers’ expectations for year-ahead inflation was 3.9% in January, the lowest level since April of 2021. The Fed has stated that expectations for inflation play an important role in determining actual inflation. Powell recently said that inflation expectations were “well anchored,” meaning that consumers’ expectations for future inflation aren’t sensitive to current inflation.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4503":"景林资产持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4551":"寇图资本持仓","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc",".DJI":"道琼斯","BK4022":"陆运","BK4505":"高瓴资本持仓",".IXIC":"NASDAQ Composite","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","BK4504":"桥水持仓","BK4581":"高盛持仓",".SPX":"S&P 500 Index","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","BK4209":"餐馆","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","UBER":"优步","DIS":"迪士尼","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","BK4106":"数据处理与外包服务","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","BK4554":"元宇宙及AR概念","SGXZ81514606.USD":"大华环球创新基金A Acc USD","HLT":"希尔顿酒店","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","CMG":"墨式烧烤","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","EXPE":"Expedia","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1861217088.USD":"贝莱德金融科技A2","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4211":"区域性银行","BK4536":"外卖概念","BK4196":"保健护理服务","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","BK4524":"宅经济概念","BK4535":"淡马锡持仓","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4527":"明星科技股","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2309838908","content_text":"Fourth-quarter earnings season continues this week, with close to 90 S&P 500 companies scheduled to report. So far, earnings are down about 3% from the same period a year ago, per Refinitiv.Simon Property Group, Take-Two Interactive Software, and Tyson Foods report on Monday, followed by BP, Chipotle Mexican Grill, DuPont,Linde, and Royal Caribbean Group.Walt Disney, CVS Health,and Uber Technologies will publish results on Wednesday, then AbbVie, Expedia Group, Hilton Worldwide Holdings, PayPal Holdings, and Philip Morris International go on Thursday. Honda Motor and Newell Brands will close the week on Friday.It will be a relatively quiet week on the economic-data calendar: The University of Michigan’s Consumer Sentiment Index for February, out on Friday morning, will be the highlight. That’s forecast to come in roughly event with January’s figure, which showed widespread pessimism among consumers.Economists and Federal Reserve watchers will be tuning into a speech from Chairman Jerome Powell at the Economic Club of Washington D.C. on Tuesday. And Tuesday night, President Joe Biden will give the State of the Union address.Monday 2/6Activision Blizzard, Cummins, Idexx Laboratories, ON Semiconductor, Simon Property Group, Take-Two Interactive Software, and Tyson Foods report quarterly results.Tuesday 2/7BP, Carrier Global, Centene, Chipotle Mexican Grill, DuPont, Enphase Energy, Fiserv, Fortinet, Illumina, KKR, Linde, Omnicom Group, Prudential Financial, Royal Caribbean Group, TransDigm Group, Vertex Pharmaceuticals, and Xylem announce earnings.The Federal Reserve reports consumer credit data for December. In November, total consumer debt increased at a seasonally adjusted annual rate of 7.1%, to a record $4.76 trillion. Revolving credit—mostly credit-card debt—jumped 16.9%, as the estimated $2.3 trillion in excess savings that consumers squirrelled away during the pandemic has dwindled to less than $1 trillion.Wednesday 2/8Walt Disney reports first-quarter fiscal-2023 results. Shares plunged 43.9% last year, the company’s worst showing since 1974, as investors valued profitability over growth in Disney’s streaming division.CME Group, CVS Health, Dominion Energy, Eaton, Emerson Electric, Equifax, Equinor, MGM Resorts International, O’Reilly Automotive, TotalEnergies, Uber Technologies, and Yum! Brands release quarterly results.Thursday 2/9AbbVie, AstraZeneca, Duke Energy, Expedia Group, Hilton Worldwide Holdings, Interpublic Group, Kellogg, Motorola Solutions, PayPal Holdings, Philip Morris International, and S&P Global hold conference calls to discuss earnings.The Department of Labor reports initial jobless claims for the week ending on Feb. 4. Claims averaged 191,7500 in January, 26,000 fewer than in December, and remain historically low. Federal Reserve Chairman Jerome Powell, at the FOMC news conference this past week, cited 1.9 job openings for every unemployed person as something that needs to come into better balance. The reported unemployment rate hit a half-century low of 3.4% in January.Friday 2/10Global Payments, Honda Motor, IQVIA Holdings,and Newell Brands report quarterly results.The University of Michigan releases its Consumer Sentiment Index for February. The consensus estimate is for a bearish 65 reading, roughly even with the January figure. Consumers’ expectations for year-ahead inflation was 3.9% in January, the lowest level since April of 2021. The Fed has stated that expectations for inflation play an important role in determining actual inflation. Powell recently said that inflation expectations were “well anchored,” meaning that consumers’ expectations for future inflation aren’t sensitive to current inflation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952195423,"gmtCreate":1674517838162,"gmtModify":1676538944088,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952195423","repostId":"2305715203","repostType":4,"repost":{"id":"2305715203","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1674514916,"share":"https://ttm.financial/m/news/2305715203?lang=&edition=fundamental","pubTime":"2023-01-24 07:01","market":"us","language":"en","title":"US STOCKS-Wall Street Extends Rally, Powered By Tech Bounce","url":"https://stock-news.laohu8.com/highlight/detail?id=2305715203","media":"Reuters","summary":"Baker Hughes falls on missing Q4 profit estimatesActivist investor Elliott Management takes stake in","content":"<html><head></head><body><ul><li>Baker Hughes falls on missing Q4 profit estimates</li><li>Activist investor Elliott Management takes stake in Salesforce</li><li>Chips surge on Barclay&#39;s upgrade</li><li>Indexes up: Dow 0.76%, S&amp;P 1.19%, Nasdaq 2.01%</li></ul><p><img src=\"https://static.tigerbbs.com/435c5b670a4f688979e87e3fbc67da21\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.</p><p>All three major stock indexes extended Friday&#39;s gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .</p><p>&#34;(Chips are) a group that&#39;s been depressed, so I’m not too surprised,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;We&#39;re going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.&#34;</p><p>&#34;It’s a group that was ripe for a rebound.&#34;</p><p>The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.</p><p>Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.</p><p>&#34;(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,&#34; Tuz added. &#34;Stocks can do well in that environment, especially the big growth stocks that drive the market.&#34;</p><p>Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME&#39;s FedWatch tool.</p><p>The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&amp;P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.</p><p>Of the 11 major S&amp;P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.</p><p>The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&amp;P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.</p><p>Analysts now see S&amp;P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.</p><p>This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.</p><p>The Philadelphia SE semiconductor index jumped 5.0%, its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day gain since Nov. 30 after Barclays upgraded the sector to &#34;overweight&#34; from &#34;equal weight.&#34;</p><p>Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.</p><p>Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia&#39;s war on Ukraine. The oilfield services company&#39;s shares dipped 1.5%.</p><p>Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.</p><p>Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company&#39;s shares rose 2.1%.</p><p>On the economic front, the U.S. Commerce Department is expected to unveil its initial &#34;advance&#34; take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.</p><p>On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.</p><p>Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Extends Rally, Powered By Tech Bounce</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\">\nUS STOCKS-Wall Street Extends Rally, Powered By Tech Bounce\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\">2023-01-24 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Baker Hughes falls on missing Q4 profit estimates</li><li>Activist investor Elliott Management takes stake in Salesforce</li><li>Chips surge on Barclay&#39;s upgrade</li><li>Indexes up: Dow 0.76%, S&amp;P 1.19%, Nasdaq 2.01%</li></ul><p><img src=\"https://static.tigerbbs.com/435c5b670a4f688979e87e3fbc67da21\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.</p><p>All three major stock indexes extended Friday&#39;s gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .</p><p>&#34;(Chips are) a group that&#39;s been depressed, so I’m not too surprised,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;We&#39;re going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.&#34;</p><p>&#34;It’s a group that was ripe for a rebound.&#34;</p><p>The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.</p><p>Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.</p><p>&#34;(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,&#34; Tuz added. &#34;Stocks can do well in that environment, especially the big growth stocks that drive the market.&#34;</p><p>Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME&#39;s FedWatch tool.</p><p>The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&amp;P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.</p><p>Of the 11 major S&amp;P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.</p><p>The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&amp;P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.</p><p>Analysts now see S&amp;P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.</p><p>This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.</p><p>The Philadelphia SE semiconductor index jumped 5.0%, its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day gain since Nov. 30 after Barclays upgraded the sector to &#34;overweight&#34; from &#34;equal weight.&#34;</p><p>Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.</p><p>Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia&#39;s war on Ukraine. The oilfield services company&#39;s shares dipped 1.5%.</p><p>Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.</p><p>Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company&#39;s shares rose 2.1%.</p><p>On the economic front, the U.S. Commerce Department is expected to unveil its initial &#34;advance&#34; take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.</p><p>On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.</p><p>Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDM":"道指两倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","SPY":"标普500ETF","SDS":"两倍做空标普500ETF","SPXU":"三倍做空标普500ETF","DOG":"道指反向ETF","LHDX":"Lucira Health, Inc.","APR":"Apria, Inc.","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","IVV":"标普500指数ETF","LABP":"Landos Biopharma, Inc.","TSLA":"特斯拉","OEF":"标普100指数ETF-iShares",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","DXD":"道指两倍做空ETF","OEX":"标普100",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305715203","content_text":"Baker Hughes falls on missing Q4 profit estimatesActivist investor Elliott Management takes stake in SalesforceChips surge on Barclay's upgradeIndexes up: Dow 0.76%, S&P 1.19%, Nasdaq 2.01%Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.All three major stock indexes extended Friday's gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .\"(Chips are) a group that's been depressed, so I’m not too surprised,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"We're going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.\"\"It’s a group that was ripe for a rebound.\"The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.\"(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,\" Tuz added. \"Stocks can do well in that environment, especially the big growth stocks that drive the market.\"Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME's FedWatch tool.The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.Of the 11 major S&P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.Analysts now see S&P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, 3M Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.The Philadelphia SE semiconductor index jumped 5.0%, its biggest one-day gain since Nov. 30 after Barclays upgraded the sector to \"overweight\" from \"equal weight.\"Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia's war on Ukraine. The oilfield services company's shares dipped 1.5%.Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company's shares rose 2.1%.On the economic front, the U.S. Commerce Department is expected to unveil its initial \"advance\" take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.The S&P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955259363,"gmtCreate":1675470509053,"gmtModify":1676539004845,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955259363","repostId":"1139466231","repostType":4,"repost":{"id":"1139466231","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1675467152,"share":"https://ttm.financial/m/news/1139466231?lang=&edition=fundamental","pubTime":"2023-02-04 07:32","market":"us","language":"en","title":"Amazon, Apple, Alphabet, Ford, Nordstrom, and More: These Stocks Moved the Most Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1139466231","media":"Dow Jones","summary":"Stocks closed lower Friday, as investors digested a surprisingly strong jobs report and disappointin","content":"<html><head></head><body><p>Stocks closed lower Friday, as investors digested a surprisingly strong jobs report and disappointing earnings from Big Tech.</p><p>These stocks made moves Friday:</p><p><b>Amazon.com (AMZN)</b> fell 8.4% after the tech and online retailing giant reported better-than-expected fourth-quarter sales growth but weaker-than-anticipated profit, due largely to a loss on the company’s stake in electric-truck maker Rivian (RIVN). Revenue at the company’s Amazon Web Services unit fell shy of expectations, and Amazon’s first-quarter revenue outlook, was well below Wall Street estimates.</p><p><b>Apple </b><b>(AAPL)</b> rose 2.4% after falling in premarket trading. The iPhone maker reported fiscal first-quarter earnings and sales that missed Wall Street estimates. Revenue of $117.2 billion fell 5% from a year earlier, marking the first quarterly revenue decline for Apple in nearly four years. Sales in the company’s iPhone, Mac and wearables segments, in particular, came up well short of expectations.</p><p>Google parent <b>Alphabet </b><b>(GOOGL)</b> reported slowing revenue growth in the fourth quarter and an earnings miss, sending the stock down 2.8%. An advertising slowdown weighed on the results.</p><p>Auto maker <b>Ford </b><b>(F)</b> reported fourth-quarter earnings that missed analysts’ expectations and the stock tumbled 7.6%. Ford said it expects to generate operating profit in 2023 of about $9 billion to $11 billion; Wall Street had projected operating profit this year of about $10 billion.</p><p><b>Nordstrom </b><b>(JWN)</b> surged 25% after The Wall Street Journal reported activist investor Ryan Cohen has taken a big stake in the retailer. The Journal reported that Cohen has become one of the top five non-family shareholders of the company.</p><p><b>Bill.com Holdings </b><b>(BILL) </b>tumbled 27% after the software company reported revenue guidance that disappointed Wall Street. An analyst at BTIG downgraded the stock to Neutral from Buy, while a BMO analyst downgraded Bill.com to Market Perform from Outperform.</p><p><b>Clorox </b><b>(CLX)</b> rose 9.8% after the cleaning products company posted better-than-expected fiscal second-quarter profit.</p><p><b>Atlassian (TEAM)</b> fell 7.2%. The software company’s fiscal second-quarter loss was wider than a year earlier.</p><p><b>Starbucks (SBUX)</b> was down 4.4% after the coffee chain reportedfiscal first-quarter earningsthat missed Wall Street forecasts.</p><p><b>Activision Blizzard </b><b>(ATVI)</b> declined 2.4% after the Securities and Exchange Commission said that the video game company agreed to pay $35 million to settle charges related to an investigation into the company’s disclosure procedures for complaints of workplace misconduct.</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>Amazon, Apple, Alphabet, Ford, Nordstrom, and More: These Stocks Moved the Most Friday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon, Apple, Alphabet, Ford, Nordstrom, and More: These Stocks Moved the Most Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2023-02-04 07:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks closed lower Friday, as investors digested a surprisingly strong jobs report and disappointing earnings from Big Tech.</p><p>These stocks made moves Friday:</p><p><b>Amazon.com (AMZN)</b> fell 8.4% after the tech and online retailing giant reported better-than-expected fourth-quarter sales growth but weaker-than-anticipated profit, due largely to a loss on the company’s stake in electric-truck maker Rivian (RIVN). Revenue at the company’s Amazon Web Services unit fell shy of expectations, and Amazon’s first-quarter revenue outlook, was well below Wall Street estimates.</p><p><b>Apple </b><b>(AAPL)</b> rose 2.4% after falling in premarket trading. The iPhone maker reported fiscal first-quarter earnings and sales that missed Wall Street estimates. Revenue of $117.2 billion fell 5% from a year earlier, marking the first quarterly revenue decline for Apple in nearly four years. Sales in the company’s iPhone, Mac and wearables segments, in particular, came up well short of expectations.</p><p>Google parent <b>Alphabet </b><b>(GOOGL)</b> reported slowing revenue growth in the fourth quarter and an earnings miss, sending the stock down 2.8%. An advertising slowdown weighed on the results.</p><p>Auto maker <b>Ford </b><b>(F)</b> reported fourth-quarter earnings that missed analysts’ expectations and the stock tumbled 7.6%. Ford said it expects to generate operating profit in 2023 of about $9 billion to $11 billion; Wall Street had projected operating profit this year of about $10 billion.</p><p><b>Nordstrom </b><b>(JWN)</b> surged 25% after The Wall Street Journal reported activist investor Ryan Cohen has taken a big stake in the retailer. The Journal reported that Cohen has become one of the top five non-family shareholders of the company.</p><p><b>Bill.com Holdings </b><b>(BILL) </b>tumbled 27% after the software company reported revenue guidance that disappointed Wall Street. An analyst at BTIG downgraded the stock to Neutral from Buy, while a BMO analyst downgraded Bill.com to Market Perform from Outperform.</p><p><b>Clorox </b><b>(CLX)</b> rose 9.8% after the cleaning products company posted better-than-expected fiscal second-quarter profit.</p><p><b>Atlassian (TEAM)</b> fell 7.2%. The software company’s fiscal second-quarter loss was wider than a year earlier.</p><p><b>Starbucks (SBUX)</b> was down 4.4% after the coffee chain reportedfiscal first-quarter earningsthat missed Wall Street forecasts.</p><p><b>Activision Blizzard </b><b>(ATVI)</b> declined 2.4% after the Securities and Exchange Commission said that the video game company agreed to pay $35 million to settle charges related to an investigation into the company’s disclosure procedures for complaints of workplace misconduct.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TEAM":"Atlassian Corporation PLC","JWN":"诺德斯特龙","SBUX":"星巴克","ATVI":"动视暴雪","AMZN":"亚马逊","F":"福特汽车","AAPL":"苹果","CLX":"高乐氏","GOOGL":"谷歌A","BILL":"BILL HOLDINGS INC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139466231","content_text":"Stocks closed lower Friday, as investors digested a surprisingly strong jobs report and disappointing earnings from Big Tech.These stocks made moves Friday:Amazon.com (AMZN) fell 8.4% after the tech and online retailing giant reported better-than-expected fourth-quarter sales growth but weaker-than-anticipated profit, due largely to a loss on the company’s stake in electric-truck maker Rivian (RIVN). Revenue at the company’s Amazon Web Services unit fell shy of expectations, and Amazon’s first-quarter revenue outlook, was well below Wall Street estimates.Apple (AAPL) rose 2.4% after falling in premarket trading. The iPhone maker reported fiscal first-quarter earnings and sales that missed Wall Street estimates. Revenue of $117.2 billion fell 5% from a year earlier, marking the first quarterly revenue decline for Apple in nearly four years. Sales in the company’s iPhone, Mac and wearables segments, in particular, came up well short of expectations.Google parent Alphabet (GOOGL) reported slowing revenue growth in the fourth quarter and an earnings miss, sending the stock down 2.8%. An advertising slowdown weighed on the results.Auto maker Ford (F) reported fourth-quarter earnings that missed analysts’ expectations and the stock tumbled 7.6%. Ford said it expects to generate operating profit in 2023 of about $9 billion to $11 billion; Wall Street had projected operating profit this year of about $10 billion.Nordstrom (JWN) surged 25% after The Wall Street Journal reported activist investor Ryan Cohen has taken a big stake in the retailer. The Journal reported that Cohen has become one of the top five non-family shareholders of the company.Bill.com Holdings (BILL) tumbled 27% after the software company reported revenue guidance that disappointed Wall Street. An analyst at BTIG downgraded the stock to Neutral from Buy, while a BMO analyst downgraded Bill.com to Market Perform from Outperform.Clorox (CLX) rose 9.8% after the cleaning products company posted better-than-expected fiscal second-quarter profit.Atlassian (TEAM) fell 7.2%. The software company’s fiscal second-quarter loss was wider than a year earlier.Starbucks (SBUX) was down 4.4% after the coffee chain reportedfiscal first-quarter earningsthat missed Wall Street forecasts.Activision Blizzard (ATVI) declined 2.4% after the Securities and Exchange Commission said that the video game company agreed to pay $35 million to settle charges related to an investigation into the company’s disclosure procedures for complaints of workplace misconduct.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989915421,"gmtCreate":1665885374963,"gmtModify":1676537675145,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989915421","repostId":"2275956132","repostType":4,"repost":{"id":"2275956132","kind":"highlight","pubTimestamp":1665880140,"share":"https://ttm.financial/m/news/2275956132?lang=&edition=fundamental","pubTime":"2022-10-16 08:29","market":"us","language":"en","title":"Tesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?","url":"https://stock-news.laohu8.com/highlight/detail?id=2275956132","media":"MarketWatch","summary":"Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?","content":"<html><head></head><body><p>Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01e54dbc03597e8afcf8969752bb25b4\" tg-width=\"700\" tg-height=\"438\" width=\"100%\" height=\"auto\"/><span>Tesla is due to report results for its third quarter on Oct. 19. TESLA</span></p><p>Tesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?</p><p>The electric-car company posts production and delivery numbers ahead of its formal earnings report, giving investors weeks to extrapolate trends based on limited information. This time, debate has focused on the short bit of commentary that Tesla provided as it posted 343,830 deliveries for the third quarter, below the 371,000 that analysts tracked by FactSet had been expecting, and also below the 365,923 vehicles that the company said it produced in the period.</p><p>Tesla explained in a press release that delivery volumes have been heavily weighted to the end of quarters “due to regional batch building of cars,” but that as production volumes have increased, it’s become “increasingly challenging to secure vehicle transportation capacity and at a reasonable cost during these peak logistics weeks.” The company has moved to “a more even regional mix of vehicle builds each week, which led to an increase in cars in transit at the end of the quarter.”</p><p>Tesla’s stock fell 8.6% in the first trading session after the deliveries were announced.</p><p>While Tesla seemed to peg its problems to delivery logistics, some analysts weren’t sure that was the only challenge facing the Elon Musk-led company these days.</p><p>“A top concern right now is demand in China as wait times seem to be shrinking,” wrote RBC Capital Markets analyst Joseph Spak. The question is whether the wait-time issue is a “blip” or indicative of “a bigger change among consumers.”</p><p>Spak added that there is “some overall concern about demand (not just China)” headed into Tesla’s report.</p><p>Guggenheim’s Ali Faghri also wrote of potential demand issues in China, even though he thought the U.S. outlook remained strong.</p><p>“Our conclusion is that the sharp moderation in China wait times is at least partially attributable to weaker demand amid increasing competition from lower priced domestic OEMs [original equipment manufacturers],” he said in a note to clients.</p><p>“While wait times in the U.S. and Europe remain healthy, we see potential similarities between Europe and China (macro pressures, increasing competition, ramping supply),” he continued. “Overall, we see risk that TSLA is reaching demand saturation in its most important market globally (China, with tail risk in Europe).”</p><p>Such a dynamic could weigh on the company’s ability to hit its delivery goals and “potentially pressure the stock’s premium valuation as the story shifts from supply-constrained (high multiple) to demand-constrained (lower multiple),” Faghri added.</p><p>Wells Fargo analyst Colin Langan highlighted a number of puts and takes in thinking about broader demand for Tesla vehicles heading into next year.</p><p>“While IRA [the Inflation Recovery Act] will help in 2023, the economy and interest rates likely will not, particularly in Europe where an energy crisis looms,” he wrote. “If consumers are watching costs, a $60K vehicle purchase could get deferred.”</p><p>UBS analyst Patrick Hummel also chimed in that “[t]he debate about EVs has shifted to the demand side, after delivery times have come down significantly,” but he saw opportunity for Tesla in that dynamic.</p><p>“We think Tesla is best positioned to use pricing as the tool to fill its factories,” he wrote, noting that price reductions could help Tesla gain share over electric-vehicle companies and further compete against sellers of gas-powered cars.</p><p>Tesla is due to post its third-quarter results Oct. 19 after the closing bell.</p><h2>What to expect</h2><p><b>Revenue:</b> Analysts expect Tesla to report $22.14 billion in revenue, up from $13.76 billion a year prior.</p><p>According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average estimate calls for $22.63 billion in revenue.</p><p><b>Earnings:</b> The FactSet consensus calls for $1.01 a share in September-quarter adjusted earnings, up from 62 cents a share in the year-prior quarter. Those polled by Estimize are looking for $1.13 in adjusted earnings per share on average.</p><p><b>Stock movement:</b> Tesla shares have gained following three of the company’s last five earnings reports. They logged a 9.8% rally in the session following the company’s most recent report.</p><p>Tesla’s stock is off 37% so far this year, as the S&amp;P 500 has fallen 23%.</p><p>Of the 42 analysts tracked by FactSet who cover Tesla’s stock, 27 have buy ratings, 11 have hold ratings, and four have sell ratings, with an average price target of $305.58.</p><h2>What else to watch for</h2><p>Production-related commentary will be worth monitoring given all the moving parts at Tesla.</p><p>“While management cited logistics issues that slowed end-of-quarter deliveries, we think this reflects the challenges ramping up production at its two new factories as well as restarting the Shanghai plant after the COVID-19 lockdowns during the second quarter,” wrote Morningstar analyst Seth Goldstein, though he saw “no long-term issues that would affect production.”</p><p>Oppenheimer’s Colin Rusch was similarly interested in a capacity rundown.</p><p>“We are expecting a substantial update on rate of TSLA’s capacity ramp in incremental capacity in Shanghai along with its Berlin and Austin facilities on the company’s earnings call,” he wrote. “With production underway in Berlin and Austin, we expect investors to be focused on the pace of ramp in the face of supply chain headwinds.”</p><p>As always, investors will be watching for any forward-looking commentary around deliveries or demand trends more generally.</p><p>“We believe TSLA will come out and reiterate their goal of around 50% growth,” RBC’s Spak wrote. “However, we do see some potential risk to 4Q22 deliveries in the U.S. as a subset of consumers may choose to delay delivery until 2023 to take advantage of IRA EV tax credits,” referring to electric vehicle credits from the Inflation Recovery Act.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?</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\">\nTesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-16 08:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?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"},"source_url":"https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275956132","content_text":"Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?The electric-car company posts production and delivery numbers ahead of its formal earnings report, giving investors weeks to extrapolate trends based on limited information. This time, debate has focused on the short bit of commentary that Tesla provided as it posted 343,830 deliveries for the third quarter, below the 371,000 that analysts tracked by FactSet had been expecting, and also below the 365,923 vehicles that the company said it produced in the period.Tesla explained in a press release that delivery volumes have been heavily weighted to the end of quarters “due to regional batch building of cars,” but that as production volumes have increased, it’s become “increasingly challenging to secure vehicle transportation capacity and at a reasonable cost during these peak logistics weeks.” The company has moved to “a more even regional mix of vehicle builds each week, which led to an increase in cars in transit at the end of the quarter.”Tesla’s stock fell 8.6% in the first trading session after the deliveries were announced.While Tesla seemed to peg its problems to delivery logistics, some analysts weren’t sure that was the only challenge facing the Elon Musk-led company these days.“A top concern right now is demand in China as wait times seem to be shrinking,” wrote RBC Capital Markets analyst Joseph Spak. The question is whether the wait-time issue is a “blip” or indicative of “a bigger change among consumers.”Spak added that there is “some overall concern about demand (not just China)” headed into Tesla’s report.Guggenheim’s Ali Faghri also wrote of potential demand issues in China, even though he thought the U.S. outlook remained strong.“Our conclusion is that the sharp moderation in China wait times is at least partially attributable to weaker demand amid increasing competition from lower priced domestic OEMs [original equipment manufacturers],” he said in a note to clients.“While wait times in the U.S. and Europe remain healthy, we see potential similarities between Europe and China (macro pressures, increasing competition, ramping supply),” he continued. “Overall, we see risk that TSLA is reaching demand saturation in its most important market globally (China, with tail risk in Europe).”Such a dynamic could weigh on the company’s ability to hit its delivery goals and “potentially pressure the stock’s premium valuation as the story shifts from supply-constrained (high multiple) to demand-constrained (lower multiple),” Faghri added.Wells Fargo analyst Colin Langan highlighted a number of puts and takes in thinking about broader demand for Tesla vehicles heading into next year.“While IRA [the Inflation Recovery Act] will help in 2023, the economy and interest rates likely will not, particularly in Europe where an energy crisis looms,” he wrote. “If consumers are watching costs, a $60K vehicle purchase could get deferred.”UBS analyst Patrick Hummel also chimed in that “[t]he debate about EVs has shifted to the demand side, after delivery times have come down significantly,” but he saw opportunity for Tesla in that dynamic.“We think Tesla is best positioned to use pricing as the tool to fill its factories,” he wrote, noting that price reductions could help Tesla gain share over electric-vehicle companies and further compete against sellers of gas-powered cars.Tesla is due to post its third-quarter results Oct. 19 after the closing bell.What to expectRevenue: Analysts expect Tesla to report $22.14 billion in revenue, up from $13.76 billion a year prior.According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average estimate calls for $22.63 billion in revenue.Earnings: The FactSet consensus calls for $1.01 a share in September-quarter adjusted earnings, up from 62 cents a share in the year-prior quarter. Those polled by Estimize are looking for $1.13 in adjusted earnings per share on average.Stock movement: Tesla shares have gained following three of the company’s last five earnings reports. They logged a 9.8% rally in the session following the company’s most recent report.Tesla’s stock is off 37% so far this year, as the S&P 500 has fallen 23%.Of the 42 analysts tracked by FactSet who cover Tesla’s stock, 27 have buy ratings, 11 have hold ratings, and four have sell ratings, with an average price target of $305.58.What else to watch forProduction-related commentary will be worth monitoring given all the moving parts at Tesla.“While management cited logistics issues that slowed end-of-quarter deliveries, we think this reflects the challenges ramping up production at its two new factories as well as restarting the Shanghai plant after the COVID-19 lockdowns during the second quarter,” wrote Morningstar analyst Seth Goldstein, though he saw “no long-term issues that would affect production.”Oppenheimer’s Colin Rusch was similarly interested in a capacity rundown.“We are expecting a substantial update on rate of TSLA’s capacity ramp in incremental capacity in Shanghai along with its Berlin and Austin facilities on the company’s earnings call,” he wrote. “With production underway in Berlin and Austin, we expect investors to be focused on the pace of ramp in the face of supply chain headwinds.”As always, investors will be watching for any forward-looking commentary around deliveries or demand trends more generally.“We believe TSLA will come out and reiterate their goal of around 50% growth,” RBC’s Spak wrote. “However, we do see some potential risk to 4Q22 deliveries in the U.S. as a subset of consumers may choose to delay delivery until 2023 to take advantage of IRA EV tax credits,” referring to electric vehicle credits from the Inflation Recovery Act.","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916416971,"gmtCreate":1664669038194,"gmtModify":1676537489993,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9916416971","repostId":"1157459217","repostType":4,"repost":{"id":"1157459217","kind":"news","pubTimestamp":1664676789,"share":"https://ttm.financial/m/news/1157459217?lang=&edition=fundamental","pubTime":"2022-10-02 10:13","market":"hk","language":"en","title":"Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=1157459217","media":"TipRanks","summary":"Over the mid term,Alibaba’s share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected?","content":"<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds</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; 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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\">\nAlibaba Stock: Attractive Valuation Despite Mid-Term Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-02 10:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157459217","content_text":"Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected? J.P. Morgan’sAlex Yao has an idea. The analyst believes “sentiment-driven fund flow is the current key share price driver and revenue recovery is the key determinant of market sentiment.”That is a bit of problem, then. Because Yao expects weak China consumption in the September quarter (F2Q23) to impact the revenue outlook.Since late August, Covid has once again been a disruptive force in a host of cities across China, and as such, Yao expects “limited improvement” in Alibaba’s core-core CMR (customer-management revenue) compared to the June quarter.The analyst sees the September quarter’s CMR falling by 4% from the same period last year, hardly any better than the June quarter’s 5% drop. On account of “low visibility of consumer sentiment improvement” or any relaxion of the Covid policies, the decline will continue in the December quarter, albeit at a slower pace (Yao expects a 2% year-over-year decline vs. anticipation of a positive turn previously).In contrast, given Alibaba’s firm commitment to cost-cutting and efficiency-improving measures, Yao sees “potential upside to consensus bottom-line projections.”However, that might not have enough of a positive effect right now. “Alibaba’s weakening revenue outlook in the near term could continue to weigh on the share price despite an unchanged, or even potentially better, profit outlook,” the analyst said, before summing up, “Nonetheless, we believe Alibaba’s share price is attractive on a 12-month view on 1) profit growth recovery to 20%+ in FY2024, 2) current consensus FY2024 PE of only 9x.”To this end, Yao rates BABA shares an Overweight (i.e., Buy) along with a $135 price target. This figure leaves room for 12-month share appreciation of ~69%. Yao’s rating stays an Overweight (i.e., Buy).Overall, Wall Street takes a bullish stance on Alibaba shares. 17 Buys and 1 Sell issued over the previous three months, making the stock a Strong Buy. Meanwhile, the $149.06 average price target suggests ~86% upside from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180153795,"gmtCreate":1623195988817,"gmtModify":1704197967067,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"To the moon! Like and comment pls","listText":"To the moon! Like and comment pls","text":"To the moon! Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/180153795","repostId":"1128909306","repostType":4,"repost":{"id":"1128909306","kind":"news","pubTimestamp":1623193560,"share":"https://ttm.financial/m/news/1128909306?lang=&edition=fundamental","pubTime":"2021-06-09 07:06","market":"us","language":"en","title":"S&P 500 closes little changed as \"meme stocks\" extend rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1128909306","media":"reuters","summary":"NEW YORK (Reuters) - Wall Street stocks struggled to eke out closing gains on Tuesday as a lack of c","content":"<p>NEW YORK (Reuters) - Wall Street stocks struggled to eke out closing gains on Tuesday as a lack of clear market catalysts kept institutional investors on the sidelines, while retail traders fueled the ongoing meme stocks rally.</p><p>All three major U.S. stock indexes ended the range-bound session near flat or higher, with the S&amp;P 500 and the Dow closing within about 0.5% of record highs.</p><p>The tech-laded Nasdaq Composite fared best, with Amazon.com Inc and Apple Inc providing the biggest boost.</p><p>“We’re waiting for inflation numbers, waiting for more from the (Federal Reserve), waiting for earnings season,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “There’s not a lot motivating the market today.”</p><p>“We’re in this twilight zone until probably right after the Fourth of July, when we see earnings season kick in,” Nolte added.</p><p>The CBOE volatility index, a measure of investor anxiety, touched its lowest level in over a year.</p><p>Smallcaps, once again buoyed by the ongoing meme stock retail frenzy, were outperforming their larger counterparts.</p><p>Clover Health Investments seized top billing among meme stocks, surging 85.8%, the biggest percentage winner in the Nasdaq.</p><p>Other stocks whose recent explosive trading volumes have been attributed to social media buzz, including GameStop Corp, Bed Bath &amp; Beyond Inc, Workhorse Group and others, ended the session between 7% and 12% higher.</p><p>“(Meme stocks) are where the action is, but you flip it over and look crypto and that’s a mess,” Nolte said. “Now the meme stocks are taking over from crypto as the place to be and it’s all a consequence of very easy monetary policy.”</p><p>Reports from the U.S. Labor Department and National Federation of Independent Business appeared to confirm a labor shortage even as demand roars back to life, which could put upward pressure on wages, a precursor to wider inflation.</p><p>Market participants look to Thursday’s consumer price index data for further clues regarding inflation, and how it could influence the Federal Reserve’s timetable for tightening its monetary policy.</p><p>The Dow Jones Industrial Average fell 30.42 points, or 0.09%, to 34,599.82; the S&amp;P 500 gained 0.74 points, or 0.02%, at 4,227.26; and the Nasdaq Composite added 43.19 points, or 0.31%, at 13,924.91.</p><p>Of the 11 major sectors in the S&amp;P 500, consumer discretionary enjoyed the biggest percentage gain, and utilities suffered the largest loss.</p><p>Sales of Tesla Inc’s China-made electric cars jumped in May by 29%, marking a 177% year-on-year increase, according to the China Passenger Car Association. The stock erased initial gains on the news to close down 0.3%.</p><p>Boeing Co shares were boosted by Southwest Airlines’ announcement that it had ordered 34 new 737 MAX aircraft, but the planemaker’s shares pared gains to end the session flat.</p><p>GameStop, the company most closely associated with the Reddit-driven short squeeze phenomenon, is expected to report quarterly results after markets close on Wednesday.</p><p>Advancing issues outnumbered decliners on the NYSE by a 1.74-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 54 new 52-week highs and one new low; the Nasdaq Composite recorded 172 new highs and 16 new lows.</p><p>Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.75 billion average over the last 20 trading days.</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>S&P 500 closes little changed as \"meme stocks\" extend rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nS&P 500 closes little changed as \"meme stocks\" extend rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 07:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-closes-little-changed-as-meme-stocks-extend-rally-idUSL2N2NQ2NX><strong>reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - Wall Street stocks struggled to eke out closing gains on Tuesday as a lack of clear market catalysts kept institutional investors on the sidelines, while retail traders fueled the...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-closes-little-changed-as-meme-stocks-extend-rally-idUSL2N2NQ2NX\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","CLOV":"Clover Health Corp"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-closes-little-changed-as-meme-stocks-extend-rally-idUSL2N2NQ2NX","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128909306","content_text":"NEW YORK (Reuters) - Wall Street stocks struggled to eke out closing gains on Tuesday as a lack of clear market catalysts kept institutional investors on the sidelines, while retail traders fueled the ongoing meme stocks rally.All three major U.S. stock indexes ended the range-bound session near flat or higher, with the S&P 500 and the Dow closing within about 0.5% of record highs.The tech-laded Nasdaq Composite fared best, with Amazon.com Inc and Apple Inc providing the biggest boost.“We’re waiting for inflation numbers, waiting for more from the (Federal Reserve), waiting for earnings season,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “There’s not a lot motivating the market today.”“We’re in this twilight zone until probably right after the Fourth of July, when we see earnings season kick in,” Nolte added.The CBOE volatility index, a measure of investor anxiety, touched its lowest level in over a year.Smallcaps, once again buoyed by the ongoing meme stock retail frenzy, were outperforming their larger counterparts.Clover Health Investments seized top billing among meme stocks, surging 85.8%, the biggest percentage winner in the Nasdaq.Other stocks whose recent explosive trading volumes have been attributed to social media buzz, including GameStop Corp, Bed Bath & Beyond Inc, Workhorse Group and others, ended the session between 7% and 12% higher.“(Meme stocks) are where the action is, but you flip it over and look crypto and that’s a mess,” Nolte said. “Now the meme stocks are taking over from crypto as the place to be and it’s all a consequence of very easy monetary policy.”Reports from the U.S. Labor Department and National Federation of Independent Business appeared to confirm a labor shortage even as demand roars back to life, which could put upward pressure on wages, a precursor to wider inflation.Market participants look to Thursday’s consumer price index data for further clues regarding inflation, and how it could influence the Federal Reserve’s timetable for tightening its monetary policy.The Dow Jones Industrial Average fell 30.42 points, or 0.09%, to 34,599.82; the S&P 500 gained 0.74 points, or 0.02%, at 4,227.26; and the Nasdaq Composite added 43.19 points, or 0.31%, at 13,924.91.Of the 11 major sectors in the S&P 500, consumer discretionary enjoyed the biggest percentage gain, and utilities suffered the largest loss.Sales of Tesla Inc’s China-made electric cars jumped in May by 29%, marking a 177% year-on-year increase, according to the China Passenger Car Association. The stock erased initial gains on the news to close down 0.3%.Boeing Co shares were boosted by Southwest Airlines’ announcement that it had ordered 34 new 737 MAX aircraft, but the planemaker’s shares pared gains to end the session flat.GameStop, the company most closely associated with the Reddit-driven short squeeze phenomenon, is expected to report quarterly results after markets close on Wednesday.Advancing issues outnumbered decliners on the NYSE by a 1.74-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored advancers.The S&P 500 posted 54 new 52-week highs and one new low; the Nasdaq Composite recorded 172 new highs and 16 new lows.Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.75 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582695539757022","authorId":"3582695539757022","name":"crisscut","avatar":"https://static.tigerbbs.com/f5b06825cc908cd5d8377e102212b090","crmLevel":2,"crmLevelSwitch":0,"idStr":"3582695539757022","authorIdStr":"3582695539757022"},"content":"done pls respond","text":"done pls respond","html":"done pls respond"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963145625,"gmtCreate":1668640782568,"gmtModify":1676538087408,"author":{"id":"3573432013960035","authorId":"3573432013960035","name":"Sphere","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573432013960035","authorIdStr":"3573432013960035"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9963145625","repostId":"2284784485","repostType":4,"repost":{"id":"2284784485","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1668633616,"share":"https://ttm.financial/m/news/2284784485?lang=&edition=fundamental","pubTime":"2022-11-17 05:20","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Down After Target Outlook, Micron Supply Cut","url":"https://stock-news.laohu8.com/highlight/detail?id=2284784485","media":"Reuters","summary":"(Reuters) - Wall Street's main indexes ended lower on Wednesday as a grim outlook from Target spurre","content":"<html><head></head><body><p>(Reuters) - Wall Street&#39;s main indexes ended lower on Wednesday as a grim outlook from Target spurred fresh concerns about retailers heading into the crucial holiday season, while semiconductor shares slid after Micron&#39;s supply cut.</p><p>Shares of Target Corp tumbled 13.1% after the big-box retailer forecast a surprise drop in holiday-quarter sales.</p><p>Retail stocks slumped broadly, including declines of over 8% in shares of Macy&#39;s Inc and Best Buy Co Inc and a 7% drop for Foot Locker. The S&amp;P 500 consumer discretionary sector shed 1.5%.</p><p>Micron Technology shares dropped 6.7% after the company said it would reduce memory chip supply and make more cuts to its capital spending plan. The S&amp;P 500 information technology sector fell 1.4% and the Philadelphia SE Semiconductor index sank 4.3%.</p><p>“The biggest sector issue is Target’s earnings and what that means for retail and consumer spending in general. I think that has kind of set the tone for the market,&#34; said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana.</p><p>The Micron news “is certainly causing some tech investors to take some of these short term profits off the table because it still appears like the fundamentals are still not great in the tech space,” Carlson said.</p><p>The Dow Jones Industrial Average fell 39.09 points, or 0.12%, to 33,553.83, the S&amp;P 500 lost 32.94 points, or 0.83%, to 3,958.79 and the Nasdaq Composite dropped 174.75 points, or 1.54%, to 11,183.66.</p><p>Gains in defensive areas such as utilities and consumer staples helped mitigate the S&amp;P 500&#39;s losses. The utilities sector rose 0.9%, while staples gained 0.5%.</p><p>Despite the sales warning from Target, data showed U.S. retail sales increased more than expected in October as households stepped up purchases of motor vehicles, suggesting consumer spending picked up early in the fourth quarter.</p><p>Elsewhere in retail, shares of Lowe&#39;s rose 3% after the home improvement company raised its annual profit forecast.</p><p>Stocks had staged a big rally over the past month, after softer-than-expected inflation data raised hopes the U.S. Federal Reserve could get less aggressive with interest rate hikes.</p><p>&#34;The market had seen a good run-up from those lows and had continued to move higher,&#34; said George Catrambone, head of Americas trading at <a href=\"https://laohu8.com/S/DWS.AU\">DWS</a> Group. &#34;The market has a lot to think about and digest as we get into year end.&#34;</p><p>Fed Governor Christopher Waller, an early and outspoken inflation hawk, said he is now &#34;more comfortable&#34; with smaller rate increases going forward after data showed price increases slowing.</p><p>Investors also were watching geopolitical tensions. A missile that hit Poland was probably a stray fired by Ukraine&#39;s air defenses and not a Russian strike, Poland and NATO said, easing global concern that the war in Ukraine could spill across the border.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.96-to-1 ratio; on Nasdaq, a 2.23-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 3 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 71 new highs and 133 new lows.</p><p>About 10.5 billion shares changed hands in U.S. exchanges, compared with the 12.2 billion daily average over the last 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Down After Target Outlook, Micron Supply Cut</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Down After Target Outlook, Micron Supply Cut\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\">2022-11-17 05:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street&#39;s main indexes ended lower on Wednesday as a grim outlook from Target spurred fresh concerns about retailers heading into the crucial holiday season, while semiconductor shares slid after Micron&#39;s supply cut.</p><p>Shares of Target Corp tumbled 13.1% after the big-box retailer forecast a surprise drop in holiday-quarter sales.</p><p>Retail stocks slumped broadly, including declines of over 8% in shares of Macy&#39;s Inc and Best Buy Co Inc and a 7% drop for Foot Locker. The S&amp;P 500 consumer discretionary sector shed 1.5%.</p><p>Micron Technology shares dropped 6.7% after the company said it would reduce memory chip supply and make more cuts to its capital spending plan. The S&amp;P 500 information technology sector fell 1.4% and the Philadelphia SE Semiconductor index sank 4.3%.</p><p>“The biggest sector issue is Target’s earnings and what that means for retail and consumer spending in general. I think that has kind of set the tone for the market,&#34; said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana.</p><p>The Micron news “is certainly causing some tech investors to take some of these short term profits off the table because it still appears like the fundamentals are still not great in the tech space,” Carlson said.</p><p>The Dow Jones Industrial Average fell 39.09 points, or 0.12%, to 33,553.83, the S&amp;P 500 lost 32.94 points, or 0.83%, to 3,958.79 and the Nasdaq Composite dropped 174.75 points, or 1.54%, to 11,183.66.</p><p>Gains in defensive areas such as utilities and consumer staples helped mitigate the S&amp;P 500&#39;s losses. The utilities sector rose 0.9%, while staples gained 0.5%.</p><p>Despite the sales warning from Target, data showed U.S. retail sales increased more than expected in October as households stepped up purchases of motor vehicles, suggesting consumer spending picked up early in the fourth quarter.</p><p>Elsewhere in retail, shares of Lowe&#39;s rose 3% after the home improvement company raised its annual profit forecast.</p><p>Stocks had staged a big rally over the past month, after softer-than-expected inflation data raised hopes the U.S. Federal Reserve could get less aggressive with interest rate hikes.</p><p>&#34;The market had seen a good run-up from those lows and had continued to move higher,&#34; said George Catrambone, head of Americas trading at <a href=\"https://laohu8.com/S/DWS.AU\">DWS</a> Group. &#34;The market has a lot to think about and digest as we get into year end.&#34;</p><p>Fed Governor Christopher Waller, an early and outspoken inflation hawk, said he is now &#34;more comfortable&#34; with smaller rate increases going forward after data showed price increases slowing.</p><p>Investors also were watching geopolitical tensions. A missile that hit Poland was probably a stray fired by Ukraine&#39;s air defenses and not a Russian strike, Poland and NATO said, easing global concern that the war in Ukraine could spill across the border.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.96-to-1 ratio; on Nasdaq, a 2.23-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 3 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 71 new highs and 133 new lows.</p><p>About 10.5 billion shares changed hands in U.S. exchanges, compared with the 12.2 billion daily average over the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284784485","content_text":"(Reuters) - Wall Street's main indexes ended lower on Wednesday as a grim outlook from Target spurred fresh concerns about retailers heading into the crucial holiday season, while semiconductor shares slid after Micron's supply cut.Shares of Target Corp tumbled 13.1% after the big-box retailer forecast a surprise drop in holiday-quarter sales.Retail stocks slumped broadly, including declines of over 8% in shares of Macy's Inc and Best Buy Co Inc and a 7% drop for Foot Locker. The S&P 500 consumer discretionary sector shed 1.5%.Micron Technology shares dropped 6.7% after the company said it would reduce memory chip supply and make more cuts to its capital spending plan. The S&P 500 information technology sector fell 1.4% and the Philadelphia SE Semiconductor index sank 4.3%.“The biggest sector issue is Target’s earnings and what that means for retail and consumer spending in general. I think that has kind of set the tone for the market,\" said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana.The Micron news “is certainly causing some tech investors to take some of these short term profits off the table because it still appears like the fundamentals are still not great in the tech space,” Carlson said.The Dow Jones Industrial Average fell 39.09 points, or 0.12%, to 33,553.83, the S&P 500 lost 32.94 points, or 0.83%, to 3,958.79 and the Nasdaq Composite dropped 174.75 points, or 1.54%, to 11,183.66.Gains in defensive areas such as utilities and consumer staples helped mitigate the S&P 500's losses. The utilities sector rose 0.9%, while staples gained 0.5%.Despite the sales warning from Target, data showed U.S. retail sales increased more than expected in October as households stepped up purchases of motor vehicles, suggesting consumer spending picked up early in the fourth quarter.Elsewhere in retail, shares of Lowe's rose 3% after the home improvement company raised its annual profit forecast.Stocks had staged a big rally over the past month, after softer-than-expected inflation data raised hopes the U.S. Federal Reserve could get less aggressive with interest rate hikes.\"The market had seen a good run-up from those lows and had continued to move higher,\" said George Catrambone, head of Americas trading at DWS Group. \"The market has a lot to think about and digest as we get into year end.\"Fed Governor Christopher Waller, an early and outspoken inflation hawk, said he is now \"more comfortable\" with smaller rate increases going forward after data showed price increases slowing.Investors also were watching geopolitical tensions. A missile that hit Poland was probably a stray fired by Ukraine's air defenses and not a Russian strike, Poland and NATO said, easing global concern that the war in Ukraine could spill across the border.Declining issues outnumbered advancing ones on the NYSE by a 1.96-to-1 ratio; on Nasdaq, a 2.23-to-1 ratio favored decliners.The S&P 500 posted 3 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 71 new highs and 133 new lows.About 10.5 billion shares changed hands in U.S. exchanges, compared with the 12.2 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}