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Firebolter
2022-07-12
Nice
Nvidia, Marvell, Micron, Broadcom Among Top Semiconductor Stocks at UBS
Firebolter
2021-05-06
Buy
Dow ends at record high，Nasdaq falls as tech slides
Firebolter
2021-02-19
Does this stock looks undervalued?
Firebolter
2021-01-23
Nice
3 Stocks to Gain From an Uptick in Demand for Cloud Gaming
Go to Tiger App to see more news
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And while it may be too early to turn positive on the sector as a whole and valuations could still go lower, there are some companies that are poised to do better than others.</p><p>The analyst noted that consumer markets have "rapidly weakened," but the data center demand is still strong, even as companies like Nvidia (NVDA) slow the pace of their operating expenses. The spending outlook is still favorable due to workload growth, the continued shift to artificial intelligence and new CPU product cycles. There are also positives for other sectors, as the launch of a new iPhone later this year could help the smartphone market, which has been beleaguered by Chinese weakness. </p><p>Nvidia: Arcuri likes Nvidia (NVDA) as it builds "more stable revenue sources" around its GPU and software moats and the strength in the data center that has been talked about recently could be strong enough to provide a cushion if there is a correction in gaming.</p><p>Marvell: Marvell (MRVL) is favored because of its "broad" portfolio and its investments in 5 nanometer node to go into several new applications and opportunities.</p><p>Micron: Micron (MU), which recently reported quarterly results that missed estimates, is viewed in a positive light because it "cleared the decks to some degree" thanks to its weak guidance and commitment not to burn cash.</p><p>Lam Research: Lam Research (LRCX) is viewed favorably in the semiconductor production equipment space because memory headwinds are starting to abate and the risks are shifting to foundries, where it has "relatively little exposure."</p><p>Broadcom: Broadcom (AVGO) is viewed as a favorite of income investors, as it is a "compounder with some cyclical downside protection."</p><p>Others that are viewed favorable include Analog Devices (ADI) and to some extent Intel (INTC), as Arcuri notes it is starting to "close the competitive gap" on Advanced Micro Devices (AMD) for process technology, but a weak PC environment and lack of government subsidies could force Intel to burn a "substantial" amount of cash in 2022 and 2023.</p><p>Last month, investment firm Morgan Stanley restarted coverage on Advanced Micro Devices (AMD) shares, noting it is in a position to gain market share in both cloud servers and PCs.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia, Marvell, Micron, Broadcom Among Top Semiconductor Stocks at UBS</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\">\nNvidia, Marvell, Micron, Broadcom Among Top Semiconductor Stocks at UBS\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-11 21:12 GMT+8 <a href=https://seekingalpha.com/news/3855661-nvidia-marvell-micron-broadcom-among-top-semiconductor-stocks-at-ubs><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NASDAQ:NVDA), Marvell Technology (NASDAQ:MRVL), Micron (NASDAQ:MU) and Broadcom (NASDAQ:AVGO) are listed among investment firm UBS's favorite semiconductor stocks, even as weakening consumer ...</p>\n\n<a href=\"https://seekingalpha.com/news/3855661-nvidia-marvell-micron-broadcom-among-top-semiconductor-stocks-at-ubs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRVL":"迈威尔科技","NVDA":"英伟达","MU":"美光科技","AVGO":"博通"},"source_url":"https://seekingalpha.com/news/3855661-nvidia-marvell-micron-broadcom-among-top-semiconductor-stocks-at-ubs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181351224","content_text":"Nvidia (NASDAQ:NVDA), Marvell Technology (NASDAQ:MRVL), Micron (NASDAQ:MU) and Broadcom (NASDAQ:AVGO) are listed among investment firm UBS's favorite semiconductor stocks, even as weakening consumer demand and confidence and rising inventories are hurting the sector.Analyst Timothy Arcuri noted that there is the possibility that order cancellations start and supply continues to improve as the probability for an economic \"hard landing\" grows. And while it may be too early to turn positive on the sector as a whole and valuations could still go lower, there are some companies that are poised to do better than others.The analyst noted that consumer markets have \"rapidly weakened,\" but the data center demand is still strong, even as companies like Nvidia (NVDA) slow the pace of their operating expenses. The spending outlook is still favorable due to workload growth, the continued shift to artificial intelligence and new CPU product cycles. There are also positives for other sectors, as the launch of a new iPhone later this year could help the smartphone market, which has been beleaguered by Chinese weakness. Nvidia: Arcuri likes Nvidia (NVDA) as it builds \"more stable revenue sources\" around its GPU and software moats and the strength in the data center that has been talked about recently could be strong enough to provide a cushion if there is a correction in gaming.Marvell: Marvell (MRVL) is favored because of its \"broad\" portfolio and its investments in 5 nanometer node to go into several new applications and opportunities.Micron: Micron (MU), which recently reported quarterly results that missed estimates, is viewed in a positive light because it \"cleared the decks to some degree\" thanks to its weak guidance and commitment not to burn cash.Lam Research: Lam Research (LRCX) is viewed favorably in the semiconductor production equipment space because memory headwinds are starting to abate and the risks are shifting to foundries, where it has \"relatively little exposure.\"Broadcom: Broadcom (AVGO) is viewed as a favorite of income investors, as it is a \"compounder with some cyclical downside protection.\"Others that are viewed favorable include Analog Devices (ADI) and to some extent Intel (INTC), as Arcuri notes it is starting to \"close the competitive gap\" on Advanced Micro Devices (AMD) for process technology, but a weak PC environment and lack of government subsidies could force Intel to burn a \"substantial\" amount of cash in 2022 and 2023.Last month, investment firm Morgan Stanley restarted coverage on Advanced Micro Devices (AMD) shares, noting it is in a position to gain market share in both cloud servers and PCs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105924528,"gmtCreate":1620265311164,"gmtModify":1704341009515,"author":{"id":"3573650362542747","authorId":"3573650362542747","name":"Firebolter","avatar":"https://static.tigerbbs.com/96a0e8e496372c38df0dbe84ec04f638","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573650362542747","authorIdStr":"3573650362542747"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/105924528","repostId":"2133652936","repostType":4,"repost":{"id":"2133652936","pubTimestamp":1620244873,"share":"https://ttm.financial/m/news/2133652936?lang=&edition=fundamental","pubTime":"2021-05-06 04:01","market":"hk","language":"en","title":"Dow ends at record high，Nasdaq falls as tech slides","url":"https://stock-news.laohu8.com/highlight/detail?id=2133652936","media":"Reuters","summary":"May 5 (Reuters) - The Dow Jones Industrial Average ended at a record high on Wednesday, while Nasdaq","content":"<p>May 5 (Reuters) - The Dow Jones Industrial Average ended at a record high on Wednesday, while Nasdaq gave up its earlier gains and closed in red.</p><p>Energy and materials continued this week's momentum, leading gains among S&P 500 sectors. Defensive utilities and real estate led sectoral declines.</p><p>\"Energy, financial, materials, industrials are all outperforming. They tend to be cyclically oriented sectors and tend to benefit during periods when the economies are reopening and expanding,\" said Terry Sandven, chief equity strategist at U.S. Bank Wealth Management.</p><p>The Philadelphia SE Semiconductor index recovered from a sell-off on Tuesday. Megacap technology companies including Amazon.com Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc and Alphabet Inc were down.</p><p>Strong economic data and earnings pushed the S&P 500 and Nasdaq indexes to record high last week, but markets have wobbled amid concerns about rising inflation and potentially higher U.S. interest rates.</p><p>\"Once you have markets hitting the highs we have seen recently, the <a href=\"https://laohu8.com/S/AONE\">one</a> thing investors are worried about is rising inflation and what that means for profitability of companies,\" said Shawn Cruz, senior market strategist at TD Ameritrade.</p><p>Tech sell-off accelerated on Tuesday after Treasury Secretary Janet Yellen suggested that interest rates might need to rise in an overheating economy.</p><p>She later clarified that a near-term interest rate hike was not something she was \"predicting or recommending\" on Tuesday evening.</p><p>The ADP National Employment Report showed U.S. private payrolls increased in April as companies rushed to boost production amid a surge in demand, powered by massive government aid and rising vaccinations against COVID-19.</p><p>A more comprehensive reading in the form of the Labor Department's non-farm payrolls data is due on Friday.</p><p>Unofficially, the Dow Jones Industrial Average rose 96.99 points, or 0.28%, to 34,230.02, the S&P 500 gained 2.97 points, or 0.07%, to 4,167.63 and the Nasdaq Composite dropped 51.08 points, or 0.37%, to 13,582.43.</p><p>Peloton Interactive Inc hit a seven-month low on its announcement to recall its treadmills amid reports of multiple injuries and the death of a child in an accident.</p><p>Boeing Co fell after U.S. air safety officials asked it to supply fresh analysis and documentation showing 737 MAX subsystems would not be affected by electrical grounding issues.</p><p><a href=\"https://laohu8.com/S/TMUSR\">T-Mobile US Inc</a> jumped as it raised its full-year postpaid subscriber net additions forecast.</p><p>Uber Technologies Inc is set to report earnings after markets close on Wednesday.</p><p><a href=\"https://laohu8.com/NW/1108837445\" target=\"_blank\">Uber losses dramatically improve thanks to sale of self-driving unit</a></p><p><a href=\"https://laohu8.com/NW/1190727792\" target=\"_blank\">PayPal CEO touts ‘next generation digital wallet’ after earnings beat</a></p><p><a href=\"https://laohu8.com/NW/1185637253\" target=\"_blank\">Twilio Surpasses Q1 Earnings and Revenue Estimates</a></p><p><a href=\"https://laohu8.com/NW/1118316842\" target=\"_blank\">The Allstate Corp Q1 adjusted earnings of $6.11 per share</a></p><p><a href=\"https://laohu8.com/NW/1144806506\" target=\"_blank\">Etsy slides more than 10% after it warns of slowing growth</a></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow ends at record high，Nasdaq falls as tech slides</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\">\nDow ends at record high，Nasdaq falls as tech slides\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-06 04:01 GMT+8 <a href=https://www.reuters.com/business/dow-ends-record-high-nasdaq-falls-tech-slides-2021-05-05/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>May 5 (Reuters) - The Dow Jones Industrial Average ended at a record high on Wednesday, while Nasdaq gave up its earlier gains and closed in red.Energy and materials continued this week's momentum, ...</p>\n\n<a href=\"https://www.reuters.com/business/dow-ends-record-high-nasdaq-falls-tech-slides-2021-05-05/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","09086":"华夏纳指-U","SDS":"两倍做空标普500ETF","SPXU":"三倍做空标普500ETF","03086":"华夏纳指","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","COMP":"Compass, Inc.","QNETCN":"纳斯达克中美互联网老虎指数","IVV":"标普500指数ETF","BA":"波音","LHDX":"Lucira Health, Inc.","OEF":"标普100指数ETF-iShares","APR":"Apria, Inc.","CGEM":"Cullinan Therapeutics","SANA":"Sana Biotechnology, Inc.","LABP":"Landos Biopharma, Inc."},"source_url":"https://www.reuters.com/business/dow-ends-record-high-nasdaq-falls-tech-slides-2021-05-05/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133652936","content_text":"May 5 (Reuters) - The Dow Jones Industrial Average ended at a record high on Wednesday, while Nasdaq gave up its earlier gains and closed in red.Energy and materials continued this week's momentum, leading gains among S&P 500 sectors. Defensive utilities and real estate led sectoral declines.\"Energy, financial, materials, industrials are all outperforming. They tend to be cyclically oriented sectors and tend to benefit during periods when the economies are reopening and expanding,\" said Terry Sandven, chief equity strategist at U.S. Bank Wealth Management.The Philadelphia SE Semiconductor index recovered from a sell-off on Tuesday. Megacap technology companies including Amazon.com Inc and Facebook Inc and Alphabet Inc were down.Strong economic data and earnings pushed the S&P 500 and Nasdaq indexes to record high last week, but markets have wobbled amid concerns about rising inflation and potentially higher U.S. interest rates.\"Once you have markets hitting the highs we have seen recently, the one thing investors are worried about is rising inflation and what that means for profitability of companies,\" said Shawn Cruz, senior market strategist at TD Ameritrade.Tech sell-off accelerated on Tuesday after Treasury Secretary Janet Yellen suggested that interest rates might need to rise in an overheating economy.She later clarified that a near-term interest rate hike was not something she was \"predicting or recommending\" on Tuesday evening.The ADP National Employment Report showed U.S. private payrolls increased in April as companies rushed to boost production amid a surge in demand, powered by massive government aid and rising vaccinations against COVID-19.A more comprehensive reading in the form of the Labor Department's non-farm payrolls data is due on Friday.Unofficially, the Dow Jones Industrial Average rose 96.99 points, or 0.28%, to 34,230.02, the S&P 500 gained 2.97 points, or 0.07%, to 4,167.63 and the Nasdaq Composite dropped 51.08 points, or 0.37%, to 13,582.43.Peloton Interactive Inc hit a seven-month low on its announcement to recall its treadmills amid reports of multiple injuries and the death of a child in an accident.Boeing Co fell after U.S. air safety officials asked it to supply fresh analysis and documentation showing 737 MAX subsystems would not be affected by electrical grounding issues.T-Mobile US Inc jumped as it raised its full-year postpaid subscriber net additions forecast.Uber Technologies Inc is set to report earnings after markets close on Wednesday.Uber losses dramatically improve thanks to sale of self-driving unitPayPal CEO touts ‘next generation digital wallet’ after earnings beatTwilio Surpasses Q1 Earnings and Revenue EstimatesThe Allstate Corp Q1 adjusted earnings of $6.11 per shareEtsy slides more than 10% after it warns of slowing growth","news_type":1},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387834056,"gmtCreate":1613734604875,"gmtModify":1704884318343,"author":{"id":"3573650362542747","authorId":"3573650362542747","name":"Firebolter","avatar":"https://static.tigerbbs.com/96a0e8e496372c38df0dbe84ec04f638","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573650362542747","authorIdStr":"3573650362542747"},"themes":[],"htmlText":"Does this stock looks undervalued?","listText":"Does this stock looks undervalued?","text":"Does this stock looks undervalued?","images":[{"img":"https://static.tigerbbs.com/259e2ae02f9eedf82716b2ad6931190d","width":"1080","height":"2622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387834056","isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":310523930,"gmtCreate":1611333838020,"gmtModify":1704859872702,"author":{"id":"3573650362542747","authorId":"3573650362542747","name":"Firebolter","avatar":"https://static.tigerbbs.com/96a0e8e496372c38df0dbe84ec04f638","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573650362542747","authorIdStr":"3573650362542747"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310523930","repostId":"2105607354","repostType":2,"repost":{"id":"2105607354","pubTimestamp":1611320352,"share":"https://ttm.financial/m/news/2105607354?lang=&edition=fundamental","pubTime":"2021-01-22 20:59","market":"us","language":"en","title":"3 Stocks to Gain From an Uptick in Demand for Cloud Gaming","url":"https://stock-news.laohu8.com/highlight/detail?id=2105607354","media":"Zacks","summary":"Cloud gaming as a phenomenon is gradually gaining popularity owing to the convenience it offers to g","content":"<html><body><p>Cloud gaming as a phenomenon is gradually gaining popularity owing to the convenience it offers to gamers. Notably, with the help of cloud gaming, gamers can play graphic-intensive games on devices such as smartphones, tablets or PCs without having to purchase expensive gaming hardware as the games run on remote online servers. Users have the option to purchase subscription for cloud gaming like in the case of other streaming services or they can also enjoy playing titles they own on other platforms or consoles.</p>\n<p>In fact, per a report by Grand View Research, the global cloud gaming market is estimated to witness a CAGR of 48.2% from 2021 to 2027. Notably, the market size was valued at $0.47 billion in 2020.</p>\n<p>The report stated that cloud gaming is increasing in demand because of the rising penetration of Internet services along with easy access to games on the cloud. Moreover, the report mentioned that network infrastructure developments like 5G will be beneficial for cloud gaming, as it offers “lower latency and higher bandwidth.” Meanwhile, the fast adoption of smartphones across the globe are also expected to drive the growth for cloud gaming.</p>\n<p>Reflective of these estimates, a survey conducted by Ribbon Communications showed that respondents were willing to shift to 5G and pay more for the promised upgraded experience, as quoted in a Capacity Media article. Notably, 79% of the respondents stated that they would consider replacing their current service and upgrade to 5G to enhance their gaming experience. Separately, the global smartphone market is also expected to grow in 2021. Per the International Data Corporation (“IDC”), smartphone shipments are forecast to grow 4.4% in 2021. Notably, IDC estimated 5G smartphone shipments to grow to 58% of global volume in 2024.Such positive developments bode well for the cloud gaming market as in any case, the COVID-19 pandemic has boosted video games as a major form of entertainment.</p>\n<h3>3 Stocks to Watch</h3>\n<p>Cloud gaming seems poised to witness growth going forward as it provides gamers the convenience of playing their favorite games without having to buy high-end hardware. Moreover, the increasing demand for 5G and smartphones should help in bolstering cloud gaming. This makes it a good time to look at stocks with focus on cloud gaming which can make the most of this trend. Notably, we have selected three such stocks that carry a Zacks Rank #2 (Buy) or 3 (Hold). You can see <strong>the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here</strong>.</p>\n<p><strong>Alphabet Inc.</strong> GOOGL operates through Google and Other Bets segments. Notably, Google launched its own cloud gaming platform called Stadia which allows users to stream games directly on compatible devices. The company currently has a Zacks Rank #2. The Zacks Consensus Estimate for its current-year earnings increased 8.7% over the past 90 days. The company’s expected earnings growth rate for the current year is 19.9%.</p>\n<p><strong>NVIDIA Corporation </strong>NVDA operates as a visual computing company worldwide. The company has its own cloud-based game streaming service called GeForce NOW allowing users to stream on devices their own library of games, by connecting to store accounts or playing free-to-play games. It currently has a Zacks Rank #3. The Zacks Consensus Estimate for its next-year earnings increased 5.3% over the past 90 days. The company’s expected earnings growth rate for next year is 19.6%.</p>\n<p><strong>Microsoft Corporation </strong>MSFT develops, licenses and supports software, services, devices and solutions worldwide. The company has its own service, cloud gaming (beta) with Xbox Game Pass Ultimate. Notably, the company recently announced that it will increase its cloud gaming reach by making Xbox Game Pass Ultimate available on Windows PCs and iOS devices. It currently has a Zacks Rank #3. The Zacks Consensus Estimate for its current-year earnings increased 5.8% over the past 90 days. The company’s expected earnings growth rate for the current year is 16.8%.</p>\n<h3>More Stock News: This Is Bigger than the iPhone!</h3>\n<p>It could become the mother of all technological revolutions. Apple sold a mere 1 billion iPhones in 10 years but a new breakthrough is expected to generate more than 27 billion devices in just 3 years, creating a $1.7 trillion market.</p>\n<p>Zacks has just released a Special Report that spotlights this fast-emerging phenomenon and 6 tickers for taking advantage of it. If you don't buy now, you may kick yourself in 2021. </p>\n<p><strong>Click here for the 6 trades >></strong></p>\n<br/>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. \nClick to get this free report\n<br/> \n<br/>\nMicrosoft Corporation (MSFT) : Free Stock Analysis Report\n<br/> \n<br/>\nNVIDIA Corporation (NVDA) : Free Stock Analysis Report\n<br/> \n<br/>\nAlphabet Inc. (GOOGL) : Free Stock Analysis Report\n<br/> \n<br/>\nTo read this article on Zacks.com click here.\n<br/> \n<br/>\nZacks Investment Research</body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Gain From an Uptick in Demand for Cloud Gaming</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 Stocks to Gain From an Uptick in Demand for Cloud Gaming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-22 20:59 GMT+8 <a href=https://finance.yahoo.com/news/3-stocks-gain-uptick-demand-125912914.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloud gaming as a phenomenon is gradually gaining popularity owing to the convenience it offers to gamers. Notably, with the help of cloud gaming, gamers can play graphic-intensive games on devices ...</p>\n\n<a href=\"https://finance.yahoo.com/news/3-stocks-gain-uptick-demand-125912914.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/T.E.tXAzckcljoT797ezKQ--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/phy0bk7qamtvSlcHtCdAww--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en-us/zacks.com/b40efcbfab527ad36d9e9706df6ddabb","relate_stocks":{"MSFT":"微软","GOOGL":"谷歌A","GOOG":"谷歌","NVDA":"英伟达","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://finance.yahoo.com/news/3-stocks-gain-uptick-demand-125912914.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2105607354","content_text":"Cloud gaming as a phenomenon is gradually gaining popularity owing to the convenience it offers to gamers. Notably, with the help of cloud gaming, gamers can play graphic-intensive games on devices such as smartphones, tablets or PCs without having to purchase expensive gaming hardware as the games run on remote online servers. Users have the option to purchase subscription for cloud gaming like in the case of other streaming services or they can also enjoy playing titles they own on other platforms or consoles.\nIn fact, per a report by Grand View Research, the global cloud gaming market is estimated to witness a CAGR of 48.2% from 2021 to 2027. Notably, the market size was valued at $0.47 billion in 2020.\nThe report stated that cloud gaming is increasing in demand because of the rising penetration of Internet services along with easy access to games on the cloud. Moreover, the report mentioned that network infrastructure developments like 5G will be beneficial for cloud gaming, as it offers “lower latency and higher bandwidth.” Meanwhile, the fast adoption of smartphones across the globe are also expected to drive the growth for cloud gaming.\nReflective of these estimates, a survey conducted by Ribbon Communications showed that respondents were willing to shift to 5G and pay more for the promised upgraded experience, as quoted in a Capacity Media article. Notably, 79% of the respondents stated that they would consider replacing their current service and upgrade to 5G to enhance their gaming experience. Separately, the global smartphone market is also expected to grow in 2021. Per the International Data Corporation (“IDC”), smartphone shipments are forecast to grow 4.4% in 2021. Notably, IDC estimated 5G smartphone shipments to grow to 58% of global volume in 2024.Such positive developments bode well for the cloud gaming market as in any case, the COVID-19 pandemic has boosted video games as a major form of entertainment.\n3 Stocks to Watch\nCloud gaming seems poised to witness growth going forward as it provides gamers the convenience of playing their favorite games without having to buy high-end hardware. Moreover, the increasing demand for 5G and smartphones should help in bolstering cloud gaming. This makes it a good time to look at stocks with focus on cloud gaming which can make the most of this trend. Notably, we have selected three such stocks that carry a Zacks Rank #2 (Buy) or 3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.\nAlphabet Inc. GOOGL operates through Google and Other Bets segments. Notably, Google launched its own cloud gaming platform called Stadia which allows users to stream games directly on compatible devices. The company currently has a Zacks Rank #2. The Zacks Consensus Estimate for its current-year earnings increased 8.7% over the past 90 days. The company’s expected earnings growth rate for the current year is 19.9%.\nNVIDIA Corporation NVDA operates as a visual computing company worldwide. The company has its own cloud-based game streaming service called GeForce NOW allowing users to stream on devices their own library of games, by connecting to store accounts or playing free-to-play games. It currently has a Zacks Rank #3. The Zacks Consensus Estimate for its next-year earnings increased 5.3% over the past 90 days. The company’s expected earnings growth rate for next year is 19.6%.\nMicrosoft Corporation MSFT develops, licenses and supports software, services, devices and solutions worldwide. The company has its own service, cloud gaming (beta) with Xbox Game Pass Ultimate. Notably, the company recently announced that it will increase its cloud gaming reach by making Xbox Game Pass Ultimate available on Windows PCs and iOS devices. It currently has a Zacks Rank #3. The Zacks Consensus Estimate for its current-year earnings increased 5.8% over the past 90 days. The company’s expected earnings growth rate for the current year is 16.8%.\nMore Stock News: This Is Bigger than the iPhone!\nIt could become the mother of all technological revolutions. Apple sold a mere 1 billion iPhones in 10 years but a new breakthrough is expected to generate more than 27 billion devices in just 3 years, creating a $1.7 trillion market.\nZacks has just released a Special Report that spotlights this fast-emerging phenomenon and 6 tickers for taking advantage of it. If you don't buy now, you may kick yourself in 2021. \nClick here for the 6 trades >>\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. \nClick to get this free report\n \n\nMicrosoft Corporation (MSFT) : Free Stock Analysis Report\n \n\nNVIDIA Corporation (NVDA) : Free Stock Analysis Report\n \n\nAlphabet Inc. (GOOGL) : Free Stock Analysis Report\n \n\nTo read this article on Zacks.com click here.\n \n\nZacks Investment Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":105924528,"gmtCreate":1620265311164,"gmtModify":1704341009515,"author":{"id":"3573650362542747","authorId":"3573650362542747","name":"Firebolter","avatar":"https://static.tigerbbs.com/96a0e8e496372c38df0dbe84ec04f638","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573650362542747","authorIdStr":"3573650362542747"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/105924528","repostId":"2133652936","repostType":4,"repost":{"id":"2133652936","pubTimestamp":1620244873,"share":"https://ttm.financial/m/news/2133652936?lang=&edition=fundamental","pubTime":"2021-05-06 04:01","market":"hk","language":"en","title":"Dow ends at record high，Nasdaq falls as tech slides","url":"https://stock-news.laohu8.com/highlight/detail?id=2133652936","media":"Reuters","summary":"May 5 (Reuters) - The Dow Jones Industrial Average ended at a record high on Wednesday, while Nasdaq","content":"<p>May 5 (Reuters) - The Dow Jones Industrial Average ended at a record high on Wednesday, while Nasdaq gave up its earlier gains and closed in red.</p><p>Energy and materials continued this week's momentum, leading gains among S&P 500 sectors. Defensive utilities and real estate led sectoral declines.</p><p>\"Energy, financial, materials, industrials are all outperforming. They tend to be cyclically oriented sectors and tend to benefit during periods when the economies are reopening and expanding,\" said Terry Sandven, chief equity strategist at U.S. Bank Wealth Management.</p><p>The Philadelphia SE Semiconductor index recovered from a sell-off on Tuesday. Megacap technology companies including Amazon.com Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc and Alphabet Inc were down.</p><p>Strong economic data and earnings pushed the S&P 500 and Nasdaq indexes to record high last week, but markets have wobbled amid concerns about rising inflation and potentially higher U.S. interest rates.</p><p>\"Once you have markets hitting the highs we have seen recently, the <a href=\"https://laohu8.com/S/AONE\">one</a> thing investors are worried about is rising inflation and what that means for profitability of companies,\" said Shawn Cruz, senior market strategist at TD Ameritrade.</p><p>Tech sell-off accelerated on Tuesday after Treasury Secretary Janet Yellen suggested that interest rates might need to rise in an overheating economy.</p><p>She later clarified that a near-term interest rate hike was not something she was \"predicting or recommending\" on Tuesday evening.</p><p>The ADP National Employment Report showed U.S. private payrolls increased in April as companies rushed to boost production amid a surge in demand, powered by massive government aid and rising vaccinations against COVID-19.</p><p>A more comprehensive reading in the form of the Labor Department's non-farm payrolls data is due on Friday.</p><p>Unofficially, the Dow Jones Industrial Average rose 96.99 points, or 0.28%, to 34,230.02, the S&P 500 gained 2.97 points, or 0.07%, to 4,167.63 and the Nasdaq Composite dropped 51.08 points, or 0.37%, to 13,582.43.</p><p>Peloton Interactive Inc hit a seven-month low on its announcement to recall its treadmills amid reports of multiple injuries and the death of a child in an accident.</p><p>Boeing Co fell after U.S. air safety officials asked it to supply fresh analysis and documentation showing 737 MAX subsystems would not be affected by electrical grounding issues.</p><p><a href=\"https://laohu8.com/S/TMUSR\">T-Mobile US Inc</a> jumped as it raised its full-year postpaid subscriber net additions forecast.</p><p>Uber Technologies Inc is set to report earnings after markets close on Wednesday.</p><p><a href=\"https://laohu8.com/NW/1108837445\" target=\"_blank\">Uber losses dramatically improve thanks to sale of self-driving unit</a></p><p><a href=\"https://laohu8.com/NW/1190727792\" target=\"_blank\">PayPal CEO touts ‘next generation digital wallet’ after earnings beat</a></p><p><a href=\"https://laohu8.com/NW/1185637253\" target=\"_blank\">Twilio Surpasses Q1 Earnings and Revenue Estimates</a></p><p><a href=\"https://laohu8.com/NW/1118316842\" target=\"_blank\">The Allstate Corp Q1 adjusted earnings of $6.11 per share</a></p><p><a href=\"https://laohu8.com/NW/1144806506\" target=\"_blank\">Etsy slides more than 10% after it warns of slowing growth</a></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow ends at record high，Nasdaq falls as tech slides</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\">\nDow ends at record high，Nasdaq falls as tech slides\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-06 04:01 GMT+8 <a href=https://www.reuters.com/business/dow-ends-record-high-nasdaq-falls-tech-slides-2021-05-05/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>May 5 (Reuters) - The Dow Jones Industrial Average ended at a record high on Wednesday, while Nasdaq gave up its earlier gains and closed in red.Energy and materials continued this week's momentum, ...</p>\n\n<a href=\"https://www.reuters.com/business/dow-ends-record-high-nasdaq-falls-tech-slides-2021-05-05/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","09086":"华夏纳指-U","SDS":"两倍做空标普500ETF","SPXU":"三倍做空标普500ETF","03086":"华夏纳指","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","COMP":"Compass, Inc.","QNETCN":"纳斯达克中美互联网老虎指数","IVV":"标普500指数ETF","BA":"波音","LHDX":"Lucira Health, Inc.","OEF":"标普100指数ETF-iShares","APR":"Apria, Inc.","CGEM":"Cullinan Therapeutics","SANA":"Sana Biotechnology, Inc.","LABP":"Landos Biopharma, Inc."},"source_url":"https://www.reuters.com/business/dow-ends-record-high-nasdaq-falls-tech-slides-2021-05-05/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133652936","content_text":"May 5 (Reuters) - The Dow Jones Industrial Average ended at a record high on Wednesday, while Nasdaq gave up its earlier gains and closed in red.Energy and materials continued this week's momentum, leading gains among S&P 500 sectors. Defensive utilities and real estate led sectoral declines.\"Energy, financial, materials, industrials are all outperforming. They tend to be cyclically oriented sectors and tend to benefit during periods when the economies are reopening and expanding,\" said Terry Sandven, chief equity strategist at U.S. Bank Wealth Management.The Philadelphia SE Semiconductor index recovered from a sell-off on Tuesday. Megacap technology companies including Amazon.com Inc and Facebook Inc and Alphabet Inc were down.Strong economic data and earnings pushed the S&P 500 and Nasdaq indexes to record high last week, but markets have wobbled amid concerns about rising inflation and potentially higher U.S. interest rates.\"Once you have markets hitting the highs we have seen recently, the one thing investors are worried about is rising inflation and what that means for profitability of companies,\" said Shawn Cruz, senior market strategist at TD Ameritrade.Tech sell-off accelerated on Tuesday after Treasury Secretary Janet Yellen suggested that interest rates might need to rise in an overheating economy.She later clarified that a near-term interest rate hike was not something she was \"predicting or recommending\" on Tuesday evening.The ADP National Employment Report showed U.S. private payrolls increased in April as companies rushed to boost production amid a surge in demand, powered by massive government aid and rising vaccinations against COVID-19.A more comprehensive reading in the form of the Labor Department's non-farm payrolls data is due on Friday.Unofficially, the Dow Jones Industrial Average rose 96.99 points, or 0.28%, to 34,230.02, the S&P 500 gained 2.97 points, or 0.07%, to 4,167.63 and the Nasdaq Composite dropped 51.08 points, or 0.37%, to 13,582.43.Peloton Interactive Inc hit a seven-month low on its announcement to recall its treadmills amid reports of multiple injuries and the death of a child in an accident.Boeing Co fell after U.S. air safety officials asked it to supply fresh analysis and documentation showing 737 MAX subsystems would not be affected by electrical grounding issues.T-Mobile US Inc jumped as it raised its full-year postpaid subscriber net additions forecast.Uber Technologies Inc is set to report earnings after markets close on Wednesday.Uber losses dramatically improve thanks to sale of self-driving unitPayPal CEO touts ‘next generation digital wallet’ after earnings beatTwilio Surpasses Q1 Earnings and Revenue EstimatesThe Allstate Corp Q1 adjusted earnings of $6.11 per shareEtsy slides more than 10% after it warns of slowing growth","news_type":1},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071561452,"gmtCreate":1657556888476,"gmtModify":1676536024919,"author":{"id":"3573650362542747","authorId":"3573650362542747","name":"Firebolter","avatar":"https://static.tigerbbs.com/96a0e8e496372c38df0dbe84ec04f638","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573650362542747","authorIdStr":"3573650362542747"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071561452","repostId":"1181351224","repostType":4,"repost":{"id":"1181351224","pubTimestamp":1657545177,"share":"https://ttm.financial/m/news/1181351224?lang=&edition=fundamental","pubTime":"2022-07-11 21:12","market":"us","language":"en","title":"Nvidia, Marvell, Micron, Broadcom Among Top Semiconductor Stocks at UBS","url":"https://stock-news.laohu8.com/highlight/detail?id=1181351224","media":"Seeking Alpha","summary":"Nvidia (NASDAQ:NVDA), Marvell Technology (NASDAQ:MRVL), Micron (NASDAQ:MU) and Broadcom (NASDAQ:AVGO","content":"<html><head></head><body><p>Nvidia (NASDAQ:NVDA), Marvell Technology (NASDAQ:MRVL), Micron (NASDAQ:MU) and Broadcom (NASDAQ:AVGO) are listed among investment firm UBS's favorite semiconductor stocks, even as weakening consumer demand and confidence and rising inventories are hurting the sector.</p><p>Analyst Timothy Arcuri noted that there is the possibility that order cancellations start and supply continues to improve as the probability for an economic "hard landing" grows. And while it may be too early to turn positive on the sector as a whole and valuations could still go lower, there are some companies that are poised to do better than others.</p><p>The analyst noted that consumer markets have "rapidly weakened," but the data center demand is still strong, even as companies like Nvidia (NVDA) slow the pace of their operating expenses. The spending outlook is still favorable due to workload growth, the continued shift to artificial intelligence and new CPU product cycles. There are also positives for other sectors, as the launch of a new iPhone later this year could help the smartphone market, which has been beleaguered by Chinese weakness. </p><p>Nvidia: Arcuri likes Nvidia (NVDA) as it builds "more stable revenue sources" around its GPU and software moats and the strength in the data center that has been talked about recently could be strong enough to provide a cushion if there is a correction in gaming.</p><p>Marvell: Marvell (MRVL) is favored because of its "broad" portfolio and its investments in 5 nanometer node to go into several new applications and opportunities.</p><p>Micron: Micron (MU), which recently reported quarterly results that missed estimates, is viewed in a positive light because it "cleared the decks to some degree" thanks to its weak guidance and commitment not to burn cash.</p><p>Lam Research: Lam Research (LRCX) is viewed favorably in the semiconductor production equipment space because memory headwinds are starting to abate and the risks are shifting to foundries, where it has "relatively little exposure."</p><p>Broadcom: Broadcom (AVGO) is viewed as a favorite of income investors, as it is a "compounder with some cyclical downside protection."</p><p>Others that are viewed favorable include Analog Devices (ADI) and to some extent Intel (INTC), as Arcuri notes it is starting to "close the competitive gap" on Advanced Micro Devices (AMD) for process technology, but a weak PC environment and lack of government subsidies could force Intel to burn a "substantial" amount of cash in 2022 and 2023.</p><p>Last month, investment firm Morgan Stanley restarted coverage on Advanced Micro Devices (AMD) shares, noting it is in a position to gain market share in both cloud servers and PCs.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia, Marvell, Micron, Broadcom Among Top Semiconductor Stocks at UBS</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\">\nNvidia, Marvell, Micron, Broadcom Among Top Semiconductor Stocks at UBS\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-11 21:12 GMT+8 <a href=https://seekingalpha.com/news/3855661-nvidia-marvell-micron-broadcom-among-top-semiconductor-stocks-at-ubs><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NASDAQ:NVDA), Marvell Technology (NASDAQ:MRVL), Micron (NASDAQ:MU) and Broadcom (NASDAQ:AVGO) are listed among investment firm UBS's favorite semiconductor stocks, even as weakening consumer ...</p>\n\n<a href=\"https://seekingalpha.com/news/3855661-nvidia-marvell-micron-broadcom-among-top-semiconductor-stocks-at-ubs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRVL":"迈威尔科技","NVDA":"英伟达","MU":"美光科技","AVGO":"博通"},"source_url":"https://seekingalpha.com/news/3855661-nvidia-marvell-micron-broadcom-among-top-semiconductor-stocks-at-ubs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181351224","content_text":"Nvidia (NASDAQ:NVDA), Marvell Technology (NASDAQ:MRVL), Micron (NASDAQ:MU) and Broadcom (NASDAQ:AVGO) are listed among investment firm UBS's favorite semiconductor stocks, even as weakening consumer demand and confidence and rising inventories are hurting the sector.Analyst Timothy Arcuri noted that there is the possibility that order cancellations start and supply continues to improve as the probability for an economic \"hard landing\" grows. And while it may be too early to turn positive on the sector as a whole and valuations could still go lower, there are some companies that are poised to do better than others.The analyst noted that consumer markets have \"rapidly weakened,\" but the data center demand is still strong, even as companies like Nvidia (NVDA) slow the pace of their operating expenses. The spending outlook is still favorable due to workload growth, the continued shift to artificial intelligence and new CPU product cycles. There are also positives for other sectors, as the launch of a new iPhone later this year could help the smartphone market, which has been beleaguered by Chinese weakness. Nvidia: Arcuri likes Nvidia (NVDA) as it builds \"more stable revenue sources\" around its GPU and software moats and the strength in the data center that has been talked about recently could be strong enough to provide a cushion if there is a correction in gaming.Marvell: Marvell (MRVL) is favored because of its \"broad\" portfolio and its investments in 5 nanometer node to go into several new applications and opportunities.Micron: Micron (MU), which recently reported quarterly results that missed estimates, is viewed in a positive light because it \"cleared the decks to some degree\" thanks to its weak guidance and commitment not to burn cash.Lam Research: Lam Research (LRCX) is viewed favorably in the semiconductor production equipment space because memory headwinds are starting to abate and the risks are shifting to foundries, where it has \"relatively little exposure.\"Broadcom: Broadcom (AVGO) is viewed as a favorite of income investors, as it is a \"compounder with some cyclical downside protection.\"Others that are viewed favorable include Analog Devices (ADI) and to some extent Intel (INTC), as Arcuri notes it is starting to \"close the competitive gap\" on Advanced Micro Devices (AMD) for process technology, but a weak PC environment and lack of government subsidies could force Intel to burn a \"substantial\" amount of cash in 2022 and 2023.Last month, investment firm Morgan Stanley restarted coverage on Advanced Micro Devices (AMD) shares, noting it is in a position to gain market share in both cloud servers and PCs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387834056,"gmtCreate":1613734604875,"gmtModify":1704884318343,"author":{"id":"3573650362542747","authorId":"3573650362542747","name":"Firebolter","avatar":"https://static.tigerbbs.com/96a0e8e496372c38df0dbe84ec04f638","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573650362542747","authorIdStr":"3573650362542747"},"themes":[],"htmlText":"Does this stock looks undervalued?","listText":"Does this stock looks undervalued?","text":"Does this stock looks undervalued?","images":[{"img":"https://static.tigerbbs.com/259e2ae02f9eedf82716b2ad6931190d","width":"1080","height":"2622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387834056","isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":310523930,"gmtCreate":1611333838020,"gmtModify":1704859872702,"author":{"id":"3573650362542747","authorId":"3573650362542747","name":"Firebolter","avatar":"https://static.tigerbbs.com/96a0e8e496372c38df0dbe84ec04f638","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573650362542747","authorIdStr":"3573650362542747"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310523930","repostId":"2105607354","repostType":2,"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
