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2022-09-01

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Billionaires Have Been Buying These 7 Stocks as the Market Plunges

2021-06-28

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Tiger Global-backed Bright Health raises $924 million in U.S. IPO

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Gold Steadies After Posting Biggest Weekly Loss in 15 Months

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23:18","market":"us","language":"en","title":"Billionaires Have Been Buying These 7 Stocks as the Market Plunges","url":"https://stock-news.laohu8.com/highlight/detail?id=1160870826","media":"Motley Fool","summary":"KEY POINTSThe broad-based S&P 500 produced its worst first-half return in 52 years.Rather than being","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>The broad-based S&amp;P 500 produced its worst first-half return in 52 years.</li><li>Rather than being chased to the sideline, billionaire investors have stood their ground and put their money to work.</li><li>These seven stocks have been the apple of select billionaires&#39; eyes.</li></ul><p>Although you probably don&#39;t need the reminder, it&#39;s been a rough year on Wall Street. The benchmark S&amp;P 500 produced its worst first-half return since 1970. Meanwhile, the growth-centric Nasdaq Composite plunged 34% on a peak-to-trough basis since hitting its all-time closing high in November. Everything from weak economic growth and historically high inflation to Russia&#39;s invasion of Ukraine further upsetting the global energy supply chain has contributed to this challenging year.</p><p>Yet, in spite of the stock market plunging throughout much of the year, billionaire investors have stood their ground. Billionaire money managers are well aware that every notable pullback in the market has proved to be a buying opportunity over the long run.</p><p>Based on recent 13F filings with the Securities and Exchange Commission, it&#39;s become clear that billionaire fund managers have been buyers as the market plunges. Here&#39;s what seven prominent billionaires have been buying.</p><h3>1. Paul Singer: <a href=\"https://laohu8.com/S/PYPL\">PayPal Holdings</a></h3><p>Billionaire activist investor Paul Singer of Elliott Investment Management has been a busy bee in 2022. Most notably, he&#39;s taken a roughly $2 billion stake in fintech stock PayPal Holdings (PYPL), which was disclosed by PayPal in its second-quarter earnings release.</p><p>What&#39;s interesting about this position is that Singer often invests in struggling companies. Although PayPal&#39;s share price has taken a big hit as pandemic-related valuations deflate, PayPal&#39;s operating performance shows a company that&#39;s clearly not hurting. Even with U.S. gross domestic product falling in back-to-back quarters, PayPal has maintained double-digit total payment volume growth on a constant-currency basis.</p><p>More importantly, user engagement hasn&#39;t slowed down. When 2020 came to a close, the average active account completed just shy of 41 transactions over the trailing year. As of June 30, 2022, this average active account hadcompleted nearly 49 transactions over the trailing 12 months.  With engagement trends headed in the right direction and digital payment growth still in its very early innings, I&#39;d be surprised if Singer&#39;s investment ultimately ended up in the red.</p><h3>2. Philippe Laffont: <a href=\"https://laohu8.com/S/UPST\">Upstart Holdings</a></h3><p>Philippe Laffont may not be a household name among billionaire money managers, but he successfully oversees Coatue Management, a hedge fund with almost $8.3 billion in assets under management. In the latest quarter, Laffont added almost $75 million in shares of cloud-based lending platform Upstart Holdings (UPST).</p><p>Upstart aims to completely turn the traditional loan-vetting process on its head. It uses artificial intelligence (AI) to completely automate and approve about three-quarters of all loans processed. Not only is this saving the roughly six dozen financial institutions Upstart is partnered with time and money, but it&#39;s giving loan applicants who might otherwise be denied through the traditional vetting process an opportunity. Upstart-vetted loans have produced similar loan delinquency rates as traditional loans, despite a lower average credit score for Upstart-approved applicants.</p><p>The other lure for Upstart is its potential for expansion. Until last year, Upstart almost exclusively focused on personal loans. With the company now expanding into auto loans and small business loans, its addressable market has increased tenfold.</p><h3>3. Warren Buffett: <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a></h3><p>The Oracle of Omaha, who&#39;s been CEO of Berkshire Hathaway since 1965, probably needs no introduction. Among the16 stocks Warren Buffett has purchased this year, none has raised more eyebrows than oil stock Occidental Petroleum. Berkshire has acquired nearly 188.4 million shares of Occidental this year, as of Aug. 8.</p><p>Why Occidental Petroleum? The best guess is that Buffett strongly believes crude oil and natural gas prices will remain elevated for years to come. This is a forecast that can certainly be supported by reduced capital investments in the wake of the pandemic, as well as Russia&#39;s aforementioned invasion of Ukraine. With no quick fixes to global supply woes, oil and natural gas could very easily support above-average spot prices for years.</p><p>But what makes Occidental such an odd Buffett stockis its balance sheet. The Oracle of Omaha normally buys stakes in businesses with strong brand names, exceptional leadership, and rock-solid balance sheets. Occidental is more highly levered than most integrated oil and gas companies. In other words, this is a riskier investment than we&#39;re used to seeing from Buffett.</p><h3>4. Steve Cohen: <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings</a></h3><p>Billionaire Steve Cohen, who&#39;s known just as much for owning baseball&#39;s New York Mets as he is for running Point72 Asset Management, has been an active buyer of cybersecurity stock CrowdStrike Holdings as the market plunges. Cohen&#39;s fund bought close to 820,000 shares of CrowdStrike during the second quarter.</p><p>Aside from the fact that cybersecurity solutions have evolved into a basic necessity service in any economic environment, what allows CrowdStrike to stand out is its AI-driven Falcon platform. Falcon oversees about 1 trillion events daily and has proved superior to the on-premises competition at identifying and responding to potential threats.</p><p>Although CrowdStrike has had no trouble growing its subscriber base over the years, what&#39;s far more impressive is how the company has been able to encourage existing clients to spend more. A little over five years ago, just 9% of the company&#39;s clients had purchased four or more cloud-module subscriptions. As of the end of April 2022, 71% of existing clients had purchased four or more cloud-module subscriptions. This is CrowdStrike&#39;s not-so-subtle key to superior operating margins and its amazing revenue retention rate.</p><h3>5. Jim Simons: <a href=\"https://laohu8.com/S/SHOP\">Shopify</a></h3><p>Billionaire Jim Simons of Renaissance Technologies has thousands upon thousands of positions. However, cloud-based e-commerce platform Shopify (SHOP 0.93%) became one of Renaissance&#39;s largest positions during the second quarter, with a greater than 14-million-share aggregate buy.</p><p>Despite shares coming under heavy selling pressure due to the company&#39;s nosebleed valuation and recent weakness in retail sales as a whole, Shopify looks like a giant in the making. Aided by the pandemic, the gross merchandise value transacted on Shopify&#39;s platforms (as of the June-ended quarter) has grown by an annual average of 50% over the past three years.  What&#39;s more, the company believes it has a $153 billion addressable market just with small businesses. This doesn&#39;t even factor in the inroads the company has made with larger companies.</p><p>Innovation should also be key for Shopify&#39;s long-term outlook. The introduction of Shop Pay, a buy now, pay later service designed to help merchants serve more customers, should benefit nicely during long-winded periods of economic expansion.</p><h3>6. Ray Dalio: <a href=\"https://laohu8.com/S/CVS\">CVS Health</a></h3><p>Bridgewater Associates&#39; billionaire money manager Ray Dalio has also been an active buyer. Dalio chose to pile into CVS Health (CVS -0.66%) as the market plunged. Bridgewater bought close to 1.94 million shares during the second quarter, which increased the fund&#39;s stake by 159% from the March-ended quarter.</p><p>The beauty of healthcare stocks is that they&#39;re defensive. People can&#39;t control when they get sick, which means there&#39;s always demand for prescription drugs, medical devices, and healthcare services.</p><p>On a more company-specific basis, CVS Health has benefited from its vertical integration. Its acquisition of health insurer Aetna in 2018 lifted its organic growth rate, provided ample cost synergies, and gave more than 20 million insured Aetna members a reason to stay within the CVS Health network.</p><p>Additionally, CVS has been reaping the rewards of its HealthHUB health clinics. In the wake of the COVID-19 pandemic, consumers have demonstrated they&#39;re eager for quick solutions to minor illnesses and injuries, as well as supplemental care for chronic conditions. The roughly 1,500 HealthHUBs CVS operates are facilitating these interactions, which have the potential to boost customer loyalty and drive repeat visits.</p><h3>7. Jeff Yass: <a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h3><p>Last but not least, billionaire Jeff Yass of Susquehanna International has been buying FAANG stock Amazon as the market plunges. Susquehanna added close to 6.6 million shares of Amazon during the second quarter, which increased its stake to approximately 15.2 million shares.</p><p>Although Amazon is best known for its dominant online marketplace, which is estimated to bring in 40% of U.S. retail sales in 2022, per eMarketer, it&#39;s the company&#39;s considerably higher-margin ancillary operations that make it such an ideal buy.</p><p>For instance, Amazon&#39;s online marketplace has helped attract more than 200 million global Prime subscribers. With almost $35 billion in annual run-rate sales from subscription services, Amazon is able to divert plenty of capital to its fast-growing logistics network and other supercharged growth projects.</p><p>However, Amazon&#39;s future is undeniably linked to cloud infrastructure segment Amazon Web Services (AWS). AWS brought in 31% of cloud spending during the second quarter, according to estimates from Canalys.  More importantly, AWS is responsible for generating the bulk of Amazon&#39;s operating cash flow despite accounting for just a sixth of the company&#39;s net sales. As AWS grows into a larger percentage of total sales, Amazon&#39;s cash flow can soar.</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>Billionaires Have Been Buying These 7 Stocks as the Market Plunges</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\">\nBillionaires Have Been Buying These 7 Stocks as the Market Plunges\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/01/billionaires-buying-7-stocks-as-the-market-plunges/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe broad-based S&P 500 produced its worst first-half return in 52 years.Rather than being chased to the sideline, billionaire investors have stood their ground and put their money to work....</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/01/billionaires-buying-7-stocks-as-the-market-plunges/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","UPST":"Upstart Holdings, Inc.","OXY":"西方石油","AMZN":"亚马逊","CVS":"西维斯健康","SHOP":"Shopify Inc","PYPL":"PayPal"},"source_url":"https://www.fool.com/investing/2022/09/01/billionaires-buying-7-stocks-as-the-market-plunges/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160870826","content_text":"KEY POINTSThe broad-based S&P 500 produced its worst first-half return in 52 years.Rather than being chased to the sideline, billionaire investors have stood their ground and put their money to work.These seven stocks have been the apple of select billionaires' eyes.Although you probably don't need the reminder, it's been a rough year on Wall Street. The benchmark S&P 500 produced its worst first-half return since 1970. Meanwhile, the growth-centric Nasdaq Composite plunged 34% on a peak-to-trough basis since hitting its all-time closing high in November. Everything from weak economic growth and historically high inflation to Russia's invasion of Ukraine further upsetting the global energy supply chain has contributed to this challenging year.Yet, in spite of the stock market plunging throughout much of the year, billionaire investors have stood their ground. Billionaire money managers are well aware that every notable pullback in the market has proved to be a buying opportunity over the long run.Based on recent 13F filings with the Securities and Exchange Commission, it's become clear that billionaire fund managers have been buyers as the market plunges. Here's what seven prominent billionaires have been buying.1. Paul Singer: PayPal HoldingsBillionaire activist investor Paul Singer of Elliott Investment Management has been a busy bee in 2022. Most notably, he's taken a roughly $2 billion stake in fintech stock PayPal Holdings (PYPL), which was disclosed by PayPal in its second-quarter earnings release.What's interesting about this position is that Singer often invests in struggling companies. Although PayPal's share price has taken a big hit as pandemic-related valuations deflate, PayPal's operating performance shows a company that's clearly not hurting. Even with U.S. gross domestic product falling in back-to-back quarters, PayPal has maintained double-digit total payment volume growth on a constant-currency basis.More importantly, user engagement hasn't slowed down. When 2020 came to a close, the average active account completed just shy of 41 transactions over the trailing year. As of June 30, 2022, this average active account hadcompleted nearly 49 transactions over the trailing 12 months.  With engagement trends headed in the right direction and digital payment growth still in its very early innings, I'd be surprised if Singer's investment ultimately ended up in the red.2. Philippe Laffont: Upstart HoldingsPhilippe Laffont may not be a household name among billionaire money managers, but he successfully oversees Coatue Management, a hedge fund with almost $8.3 billion in assets under management. In the latest quarter, Laffont added almost $75 million in shares of cloud-based lending platform Upstart Holdings (UPST).Upstart aims to completely turn the traditional loan-vetting process on its head. It uses artificial intelligence (AI) to completely automate and approve about three-quarters of all loans processed. Not only is this saving the roughly six dozen financial institutions Upstart is partnered with time and money, but it's giving loan applicants who might otherwise be denied through the traditional vetting process an opportunity. Upstart-vetted loans have produced similar loan delinquency rates as traditional loans, despite a lower average credit score for Upstart-approved applicants.The other lure for Upstart is its potential for expansion. Until last year, Upstart almost exclusively focused on personal loans. With the company now expanding into auto loans and small business loans, its addressable market has increased tenfold.3. Warren Buffett: Occidental PetroleumThe Oracle of Omaha, who's been CEO of Berkshire Hathaway since 1965, probably needs no introduction. Among the16 stocks Warren Buffett has purchased this year, none has raised more eyebrows than oil stock Occidental Petroleum. Berkshire has acquired nearly 188.4 million shares of Occidental this year, as of Aug. 8.Why Occidental Petroleum? The best guess is that Buffett strongly believes crude oil and natural gas prices will remain elevated for years to come. This is a forecast that can certainly be supported by reduced capital investments in the wake of the pandemic, as well as Russia's aforementioned invasion of Ukraine. With no quick fixes to global supply woes, oil and natural gas could very easily support above-average spot prices for years.But what makes Occidental such an odd Buffett stockis its balance sheet. The Oracle of Omaha normally buys stakes in businesses with strong brand names, exceptional leadership, and rock-solid balance sheets. Occidental is more highly levered than most integrated oil and gas companies. In other words, this is a riskier investment than we're used to seeing from Buffett.4. Steve Cohen: CrowdStrike HoldingsBillionaire Steve Cohen, who's known just as much for owning baseball's New York Mets as he is for running Point72 Asset Management, has been an active buyer of cybersecurity stock CrowdStrike Holdings as the market plunges. Cohen's fund bought close to 820,000 shares of CrowdStrike during the second quarter.Aside from the fact that cybersecurity solutions have evolved into a basic necessity service in any economic environment, what allows CrowdStrike to stand out is its AI-driven Falcon platform. Falcon oversees about 1 trillion events daily and has proved superior to the on-premises competition at identifying and responding to potential threats.Although CrowdStrike has had no trouble growing its subscriber base over the years, what's far more impressive is how the company has been able to encourage existing clients to spend more. A little over five years ago, just 9% of the company's clients had purchased four or more cloud-module subscriptions. As of the end of April 2022, 71% of existing clients had purchased four or more cloud-module subscriptions. This is CrowdStrike's not-so-subtle key to superior operating margins and its amazing revenue retention rate.5. Jim Simons: ShopifyBillionaire Jim Simons of Renaissance Technologies has thousands upon thousands of positions. However, cloud-based e-commerce platform Shopify (SHOP 0.93%) became one of Renaissance's largest positions during the second quarter, with a greater than 14-million-share aggregate buy.Despite shares coming under heavy selling pressure due to the company's nosebleed valuation and recent weakness in retail sales as a whole, Shopify looks like a giant in the making. Aided by the pandemic, the gross merchandise value transacted on Shopify's platforms (as of the June-ended quarter) has grown by an annual average of 50% over the past three years.  What's more, the company believes it has a $153 billion addressable market just with small businesses. This doesn't even factor in the inroads the company has made with larger companies.Innovation should also be key for Shopify's long-term outlook. The introduction of Shop Pay, a buy now, pay later service designed to help merchants serve more customers, should benefit nicely during long-winded periods of economic expansion.6. Ray Dalio: CVS HealthBridgewater Associates' billionaire money manager Ray Dalio has also been an active buyer. Dalio chose to pile into CVS Health (CVS -0.66%) as the market plunged. Bridgewater bought close to 1.94 million shares during the second quarter, which increased the fund's stake by 159% from the March-ended quarter.The beauty of healthcare stocks is that they're defensive. People can't control when they get sick, which means there's always demand for prescription drugs, medical devices, and healthcare services.On a more company-specific basis, CVS Health has benefited from its vertical integration. Its acquisition of health insurer Aetna in 2018 lifted its organic growth rate, provided ample cost synergies, and gave more than 20 million insured Aetna members a reason to stay within the CVS Health network.Additionally, CVS has been reaping the rewards of its HealthHUB health clinics. In the wake of the COVID-19 pandemic, consumers have demonstrated they're eager for quick solutions to minor illnesses and injuries, as well as supplemental care for chronic conditions. The roughly 1,500 HealthHUBs CVS operates are facilitating these interactions, which have the potential to boost customer loyalty and drive repeat visits.7. Jeff Yass: AmazonLast but not least, billionaire Jeff Yass of Susquehanna International has been buying FAANG stock Amazon as the market plunges. Susquehanna added close to 6.6 million shares of Amazon during the second quarter, which increased its stake to approximately 15.2 million shares.Although Amazon is best known for its dominant online marketplace, which is estimated to bring in 40% of U.S. retail sales in 2022, per eMarketer, it's the company's considerably higher-margin ancillary operations that make it such an ideal buy.For instance, Amazon's online marketplace has helped attract more than 200 million global Prime subscribers. With almost $35 billion in annual run-rate sales from subscription services, Amazon is able to divert plenty of capital to its fast-growing logistics network and other supercharged growth projects.However, Amazon's future is undeniably linked to cloud infrastructure segment Amazon Web Services (AWS). AWS brought in 31% of cloud spending during the second quarter, according to estimates from Canalys.  More importantly, AWS is responsible for generating the bulk of Amazon's operating cash flow despite accounting for just a sixth of the company's net sales. As AWS grows into a larger percentage of total sales, Amazon's cash flow can soar.","news_type":1},"isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127605352,"gmtCreate":1624845015076,"gmtModify":1703845994805,"author":{"id":"3573727620222597","authorId":"3573727620222597","name":"Hoys","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573727620222597","idStr":"3573727620222597"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127605352","repostId":"1102536611","repostType":4,"repost":{"id":"1102536611","pubTimestamp":1624844282,"share":"https://ttm.financial/m/news/1102536611?lang=&edition=fundamental","pubTime":"2021-06-28 09:38","market":"us","language":"en","title":"Nvidia’s Planned Arm Takeover Gets Boost From Chip Giants","url":"https://stock-news.laohu8.com/highlight/detail?id=1102536611","media":"Bloomberg","summary":"Nvidia Corp.’s $40 billion proposed acquisition of U.K. semiconductor group Arm Ltd.got a boost after three of the world’s largest chipmakers expressed support for the controversial deal.Broadcom Corp.,MediaTek Inc.and Marvell Technology Group Ltd. are the first customers of the Cambridge, U.K.-based Arm to publicly support the takeover, which has raised concerns on national security grounds, the Sunday Times reported.The endorsement comes as the U.K. Competition and Markets Authority prepares t","content":"<p>Nvidia Corp.’s $40 billion proposed acquisition of U.K. semiconductor group&nbsp;Arm Ltd.got a boost after three of the world’s largest chipmakers expressed support for the controversial deal.</p>\n<p>Broadcom Corp.,MediaTek Inc.and Marvell Technology Group Ltd. are the first customers of the Cambridge, U.K.-based Arm to publicly support the takeover, which has raised concerns on national security grounds, the Sunday Times reported.</p>\n<p>The endorsement comes as the U.K. Competition and Markets Authority prepares to deliver a review that may oppose the takeover. The potential deal is also being reviewed in the U.S., European Union and China.</p>\n<p>RivalQualcomm Inc.and tech giants including Microsoft Corp. have voiced fears that Nvidia could limit the supply of the company’s technology to its competitors or raise prices. Arm, which is being sold by Japan’sSoftBank Group Corp., offers its designs to more than 500 companies that make their own chips.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia’s Planned Arm Takeover Gets Boost From Chip Giants</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s Planned Arm Takeover Gets Boost From Chip Giants\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 09:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-27/nvidia-s-planned-arm-takeover-gets-boost-from-chip-giants><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corp.’s $40 billion proposed acquisition of U.K. semiconductor group Arm Ltd.got a boost after three of the world’s largest chipmakers expressed support for the controversial deal.\nBroadcom ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-27/nvidia-s-planned-arm-takeover-gets-boost-from-chip-giants\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-27/nvidia-s-planned-arm-takeover-gets-boost-from-chip-giants","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102536611","content_text":"Nvidia Corp.’s $40 billion proposed acquisition of U.K. semiconductor group Arm Ltd.got a boost after three of the world’s largest chipmakers expressed support for the controversial deal.\nBroadcom Corp.,MediaTek Inc.and Marvell Technology Group Ltd. are the first customers of the Cambridge, U.K.-based Arm to publicly support the takeover, which has raised concerns on national security grounds, the Sunday Times reported.\nThe endorsement comes as the U.K. Competition and Markets Authority prepares to deliver a review that may oppose the takeover. The potential deal is also being reviewed in the U.S., European Union and China.\nRivalQualcomm Inc.and tech giants including Microsoft Corp. have voiced fears that Nvidia could limit the supply of the company’s technology to its competitors or raise prices. Arm, which is being sold by Japan’sSoftBank Group Corp., offers its designs to more than 500 companies that make their own chips.","news_type":1},"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128694706,"gmtCreate":1624512731105,"gmtModify":1703838940353,"author":{"id":"3573727620222597","authorId":"3573727620222597","name":"Hoys","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573727620222597","idStr":"3573727620222597"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/128694706","repostId":"1185713985","repostType":4,"repost":{"id":"1185713985","pubTimestamp":1624512387,"share":"https://ttm.financial/m/news/1185713985?lang=&edition=fundamental","pubTime":"2021-06-24 13:26","market":"us","language":"en","title":"Tiger Global-backed Bright Health raises $924 million in U.S. IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1185713985","media":"Reuters","summary":"NEW YORK (Reuters) - Bright Health Group, a health insurance start-up backed by Tiger Global and Bla","content":"<p>NEW YORK (Reuters) - Bright Health Group, a health insurance start-up backed by Tiger Global and Blackstone Group Inc, said on Wednesday it sold shares in its initial public offering at a price lower than its target range to raise $924.3 million.</p>\n<p>Bright Health priced 51.3 million shares at $18 per share and had issued a targeted price range of $20 to 23. The IPO values the company at $11.23 billion.</p>\n<p>The IPO comes at a time more people seek remote healthcare during the pandemic, supercharging the telemedicine market and prompting companies to expand their scale.</p>\n<p>Health insurance startup Oscar Health Inc, backed by Google parent Alphabet Inc, was valued at over $7 billion in its market debut in March, while Clover Health Investments Corp last year agreed to go public through a merger with a blank-check firm backed by venture capitalist Chamath Palihapitiya.</p>\n<p>Minneapolis-based Bright Health runs two businesses, NeueHealth and Bright HealthCare, through which it offers virtual and in-person clinical care to patients through affiliated primary care clinics. It also sells Medicare and commercial health insurance across 14 states in the U.S.</p>\n<p>Bright Health, co-founded in 2015 by UnitedHealth Group Inc’s former chief executive officer Bob Sheehy, generated over $1.2 billion in revenue in 2020.</p>\n<p>The company’s net losses nearly doubled to $248 million in 2020 from $125 million a year earlier, and has been reporting losses since it was founded.</p>\n<p>Bright Health raised $500 million in a late-stage funding round in September last year from investors such as Tiger Global Management, T. Rowe Price Associates and Blackstone, bringing the total equity raised to more than $1.5 billion.</p>\n<p>J.P. Morgan, Goldman Sachs, Morgan Stanley and Barclays are the lead underwriters for the offering.</p>\n<p>The company plans to list its shares on the New York Stock Exchange under the symbol “BHG” on Thursday.</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>Tiger Global-backed Bright Health raises $924 million in U.S. IPO</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTiger Global-backed Bright Health raises $924 million in U.S. IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 13:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/bright-health-ipo/tiger-global-backed-bright-health-raises-924-mln-in-u-s-ipo-idUSL2N2O52CQ><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - Bright Health Group, a health insurance start-up backed by Tiger Global and Blackstone Group Inc, said on Wednesday it sold shares in its initial public offering at a price lower ...</p>\n\n<a href=\"https://www.reuters.com/article/bright-health-ipo/tiger-global-backed-bright-health-raises-924-mln-in-u-s-ipo-idUSL2N2O52CQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.reuters.com/article/bright-health-ipo/tiger-global-backed-bright-health-raises-924-mln-in-u-s-ipo-idUSL2N2O52CQ","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185713985","content_text":"NEW YORK (Reuters) - Bright Health Group, a health insurance start-up backed by Tiger Global and Blackstone Group Inc, said on Wednesday it sold shares in its initial public offering at a price lower than its target range to raise $924.3 million.\nBright Health priced 51.3 million shares at $18 per share and had issued a targeted price range of $20 to 23. The IPO values the company at $11.23 billion.\nThe IPO comes at a time more people seek remote healthcare during the pandemic, supercharging the telemedicine market and prompting companies to expand their scale.\nHealth insurance startup Oscar Health Inc, backed by Google parent Alphabet Inc, was valued at over $7 billion in its market debut in March, while Clover Health Investments Corp last year agreed to go public through a merger with a blank-check firm backed by venture capitalist Chamath Palihapitiya.\nMinneapolis-based Bright Health runs two businesses, NeueHealth and Bright HealthCare, through which it offers virtual and in-person clinical care to patients through affiliated primary care clinics. It also sells Medicare and commercial health insurance across 14 states in the U.S.\nBright Health, co-founded in 2015 by UnitedHealth Group Inc’s former chief executive officer Bob Sheehy, generated over $1.2 billion in revenue in 2020.\nThe company’s net losses nearly doubled to $248 million in 2020 from $125 million a year earlier, and has been reporting losses since it was founded.\nBright Health raised $500 million in a late-stage funding round in September last year from investors such as Tiger Global Management, T. Rowe Price Associates and Blackstone, bringing the total equity raised to more than $1.5 billion.\nJ.P. Morgan, Goldman Sachs, Morgan Stanley and Barclays are the lead underwriters for the offering.\nThe company plans to list its shares on the New York Stock Exchange under the symbol “BHG” on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123254045,"gmtCreate":1624426451587,"gmtModify":1703836336570,"author":{"id":"3573727620222597","authorId":"3573727620222597","name":"Hoys","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573727620222597","idStr":"3573727620222597"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/123254045","repostId":"2145406595","repostType":4,"repost":{"id":"2145406595","pubTimestamp":1624424815,"share":"https://ttm.financial/m/news/2145406595?lang=&edition=fundamental","pubTime":"2021-06-23 13:06","market":"us","language":"en","title":"Quality stocks haven't been this cheap in more than 20 years","url":"https://stock-news.laohu8.com/highlight/detail?id=2145406595","media":"Yahoo Finance","summary":"Quality is on sale in the stock market.\nHigher quality stocks are trading at their largest valuation","content":"<p>Quality is on sale in the stock market.</p>\n<p>Higher quality stocks are trading at their largest valuation discount to the broad market since the dot com bubble of the early 2000s (see chart below), BlackRock CIO of U.S. fundamental equities Tony DeSpirito said in a new research note.</p>\n<p>DeSpirito defines high quality stocks as those of companies that generate profits and sport pricing power (so obviously, this excludes Special Purpose Acquisition Companies, or SPACs). The companies manage their balance sheets and cash flows effectively, demonstrate strong accounting credibility and return capital to shareholders in a disciplined manner (most likely through dividends).</p>\n<p>Interestingly, despite the impressive fundamental features of high quality companies the stocks themselves have sucked wind going on nine months.</p>\n<p><img src=\"https://static.tigerbbs.com/341275a727ddc7811ed0c3a6371003ad\" tg-width=\"1846\" tg-height=\"564\" referrerpolicy=\"no-referrer\">Quality stocks look to be on sale, BlackRock contends.BlackRock</p>\n<p>DeSpirito's research shows that quality stocks have underperformed since COVID-19 vaccine announcements came to fore back in November 2020, sending their valuations lower. Instead of paying up to own quality companies amidst a global economic recovery (ones that could lift their dividends and share repurchase plans because of the macro rebound), investors have largely avoided or sold these stocks in favor of riskier bets that produced strong gains early in the recovery.</p>\n<p>A great example of this dynamic could be seen in the relative performance of the Invesco S&amp;P 500 High Beta ETF. Some of the ETF's top holdings include super risky economic recovery plays such as Carnival Corp. and United Airlines. The ETF has gained a very solid 31% year-to-date, outperforming the 13% increase in the S&amp;P 500. Meanwhile, the Schwab U.S. Dividend Equity ETF (which includes high quality dividend growers like Home Depot) is only up 17% on the year.</p>\n<p>Now, DeSpirito said the tide is about to swing back to quality.</p>\n<p>\"We see potential for quality to rerate higher. As the cycle evolves, the market will look ahead to more normalized growth rates, and investors are likely to grow more cautious amid concerns around taxes, inflation and the timing of a Fed policy shift,\" DeSpirito explained.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Quality stocks haven't been this cheap in more than 20 years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQuality stocks haven't been this cheap in more than 20 years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 13:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/quality-stocks-havent-been-this-cheap-in-more-than-20-years-184255120.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Quality is on sale in the stock market.\nHigher quality stocks are trading at their largest valuation discount to the broad market since the dot com bubble of the early 2000s (see chart below), ...</p>\n\n<a href=\"https://finance.yahoo.com/news/quality-stocks-havent-been-this-cheap-in-more-than-20-years-184255120.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BLK":"贝莱德","UAL":"联合大陆航空","CCL":"嘉年华邮轮","HD":"家得宝","SCHD":"Schwab US Dividend Equity ETF","CUK":"嘉年华存托凭证"},"source_url":"https://finance.yahoo.com/news/quality-stocks-havent-been-this-cheap-in-more-than-20-years-184255120.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2145406595","content_text":"Quality is on sale in the stock market.\nHigher quality stocks are trading at their largest valuation discount to the broad market since the dot com bubble of the early 2000s (see chart below), BlackRock CIO of U.S. fundamental equities Tony DeSpirito said in a new research note.\nDeSpirito defines high quality stocks as those of companies that generate profits and sport pricing power (so obviously, this excludes Special Purpose Acquisition Companies, or SPACs). The companies manage their balance sheets and cash flows effectively, demonstrate strong accounting credibility and return capital to shareholders in a disciplined manner (most likely through dividends).\nInterestingly, despite the impressive fundamental features of high quality companies the stocks themselves have sucked wind going on nine months.\nQuality stocks look to be on sale, BlackRock contends.BlackRock\nDeSpirito's research shows that quality stocks have underperformed since COVID-19 vaccine announcements came to fore back in November 2020, sending their valuations lower. Instead of paying up to own quality companies amidst a global economic recovery (ones that could lift their dividends and share repurchase plans because of the macro rebound), investors have largely avoided or sold these stocks in favor of riskier bets that produced strong gains early in the recovery.\nA great example of this dynamic could be seen in the relative performance of the Invesco S&P 500 High Beta ETF. Some of the ETF's top holdings include super risky economic recovery plays such as Carnival Corp. and United Airlines. The ETF has gained a very solid 31% year-to-date, outperforming the 13% increase in the S&P 500. Meanwhile, the Schwab U.S. Dividend Equity ETF (which includes high quality dividend growers like Home Depot) is only up 17% on the year.\nNow, DeSpirito said the tide is about to swing back to quality.\n\"We see potential for quality to rerate higher. As the cycle evolves, the market will look ahead to more normalized growth rates, and investors are likely to grow more cautious amid concerns around taxes, inflation and the timing of a Fed policy shift,\" DeSpirito explained.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120282080,"gmtCreate":1624324794540,"gmtModify":1703833463781,"author":{"id":"3573727620222597","authorId":"3573727620222597","name":"Hoys","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573727620222597","idStr":"3573727620222597"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120282080","repostId":"2145347082","repostType":4,"repost":{"id":"2145347082","pubTimestamp":1624319400,"share":"https://ttm.financial/m/news/2145347082?lang=&edition=fundamental","pubTime":"2021-06-22 07:50","market":"us","language":"en","title":"Headwinds are Building, Prepare for a Significant Market Correction, Says Top Market Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2145347082","media":"StreetInsider","summary":"Moody’s Analytics economist Mark Zandi believes the equity market is bracing for a correction as the","content":"<p>Moody’s Analytics economist Mark Zandi believes the equity market is bracing for a correction as the Fed prepares to switch gears and start tapering.</p>\n<p>A more hawkish Fed is likely to trigger a market correction between 10% and 20% going forward.</p>\n<p>“The headwinds are building for the equity market,” Zandi told CNBC. “The Federal Reserve has got to switch gears here because the economy is so strong.”</p>\n<p>“The economy is going to be rip-roaring. Unemployment is going to be low. Wage growth is going to be strong.”</p>\n<p>“I wouldn’t count on rates staying at 1.5% for very long given what’s going on. Inflation is going to be higher than it was pre-pandemic. The Fed has been struggling for at least a quarter of a century to get inflation up, and I think they’ll be able to get that.”</p>\n<p>Zandi also spoke about potential selloffs in commodities and cryptocurrency sectors, as well as issues the market is facing with higher mortgage rates. The average rate on the 30-year fixed mortgage moved to 3.25% following the last Fed meeting.</p>\n<p>“Markets were somewhat surprised by the Fed’s rate hike outlook. Granted, the Fed Funds Rate doesn’t control mortgage rates, but the outlook speaks to how quickly the Fed would need to dial back its bond buying programs (aka ‘tapering’). Those programs definitely help keep rates low,” said Matthew Graham, chief operating officer of Mortgage News Daily.</p>\n<p>In February, the average 30-year mortgage was at 2.75%.</p>\n<p>“For home buyers, this means it’s a good idea to take a fresh look at your home shopping budget. Run the numbers and know what it means for your search price if rates tick up a quarter point, but keep these worries in context,” said Danielle Hale, chief economist for realtor.com.</p>\n<p>“Even if mortgage rates rise, they are not the biggest challenge for today’s buyers, who are still contending with relatively few, fast-selling home choices and record high asking prices.”</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Headwinds are Building, Prepare for a Significant Market Correction, Says Top Market Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHeadwinds are Building, Prepare for a Significant Market Correction, Says Top Market Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 07:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18580242><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Moody’s Analytics economist Mark Zandi believes the equity market is bracing for a correction as the Fed prepares to switch gears and start tapering.\nA more hawkish Fed is likely to trigger a market ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18580242\">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"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18580242","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145347082","content_text":"Moody’s Analytics economist Mark Zandi believes the equity market is bracing for a correction as the Fed prepares to switch gears and start tapering.\nA more hawkish Fed is likely to trigger a market correction between 10% and 20% going forward.\n“The headwinds are building for the equity market,” Zandi told CNBC. “The Federal Reserve has got to switch gears here because the economy is so strong.”\n“The economy is going to be rip-roaring. Unemployment is going to be low. Wage growth is going to be strong.”\n“I wouldn’t count on rates staying at 1.5% for very long given what’s going on. Inflation is going to be higher than it was pre-pandemic. The Fed has been struggling for at least a quarter of a century to get inflation up, and I think they’ll be able to get that.”\nZandi also spoke about potential selloffs in commodities and cryptocurrency sectors, as well as issues the market is facing with higher mortgage rates. The average rate on the 30-year fixed mortgage moved to 3.25% following the last Fed meeting.\n“Markets were somewhat surprised by the Fed’s rate hike outlook. Granted, the Fed Funds Rate doesn’t control mortgage rates, but the outlook speaks to how quickly the Fed would need to dial back its bond buying programs (aka ‘tapering’). Those programs definitely help keep rates low,” said Matthew Graham, chief operating officer of Mortgage News Daily.\nIn February, the average 30-year mortgage was at 2.75%.\n“For home buyers, this means it’s a good idea to take a fresh look at your home shopping budget. Run the numbers and know what it means for your search price if rates tick up a quarter point, but keep these worries in context,” said Danielle Hale, chief economist for realtor.com.\n“Even if mortgage rates rise, they are not the biggest challenge for today’s buyers, who are still contending with relatively few, fast-selling home choices and record high asking prices.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167967528,"gmtCreate":1624243164464,"gmtModify":1703831385478,"author":{"id":"3573727620222597","authorId":"3573727620222597","name":"Hoys","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573727620222597","idStr":"3573727620222597"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167967528","repostId":"1124609704","repostType":4,"repost":{"id":"1124609704","pubTimestamp":1624238429,"share":"https://ttm.financial/m/news/1124609704?lang=&edition=fundamental","pubTime":"2021-06-21 09:20","market":"fut","language":"en","title":"Gold Steadies After Posting Biggest Weekly Loss in 15 Months","url":"https://stock-news.laohu8.com/highlight/detail?id=1124609704","media":"bloomberg","summary":"Gold steadied after posting the biggest weekly loss in 15 months as the Federal Reserve’s hawkish sh","content":"<p>Gold steadied after posting the biggest weekly loss in 15 months as the Federal Reserve’s hawkish shift damped reflation bets.</p>\n<p>Inflation risksmay warrantthe U.S. central bank beginning raising interest rates next year, St. Louis Fed President James Bullard said Friday. His comments came after last week’s Fed meeting where officials signaled monetary policy tightening could start earlier than expected, with Chair Jerome Powell saying that the Fed would begin a discussion about scaling back bond purchases used to support financial markets and the economy during the pandemic.</p>\n<p><img src=\"https://static.tigerbbs.com/fc269bfd6438429e7f1bd15ec2aa60a1\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p>\n<p>Bullion has been weighed down by concerns over tighter monetary policy, although Powellcautionedthat discussions about raising interest rates would be “highly premature.” He’s due to testify at a House Subcommittee hearing on the Fed’s pandemic emergency lending and its asset purchase programs Tuesday.</p>\n<p>Spot gold rose 0.2% to $1,768.45 an ounce at 7:24 a.m. in Singapore. Prices fell 6% last week, the most since March 2020. Silver, palladium and platinum all advanced. The Bloomberg Dollar Spot Index steadied after rising 2% last week.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gold Steadies After Posting Biggest Weekly Loss in 15 Months</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\">\nGold Steadies After Posting Biggest Weekly Loss in 15 Months\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 09:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-21/gold-steadies-after-posting-biggest-weekly-loss-in-15-months><strong>bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Gold steadied after posting the biggest weekly loss in 15 months as the Federal Reserve’s hawkish shift damped reflation bets.\nInflation risksmay warrantthe U.S. central bank beginning raising ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-21/gold-steadies-after-posting-biggest-weekly-loss-in-15-months\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOLD":"巴里克黄金"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-21/gold-steadies-after-posting-biggest-weekly-loss-in-15-months","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124609704","content_text":"Gold steadied after posting the biggest weekly loss in 15 months as the Federal Reserve’s hawkish shift damped reflation bets.\nInflation risksmay warrantthe U.S. central bank beginning raising interest rates next year, St. Louis Fed President James Bullard said Friday. His comments came after last week’s Fed meeting where officials signaled monetary policy tightening could start earlier than expected, with Chair Jerome Powell saying that the Fed would begin a discussion about scaling back bond purchases used to support financial markets and the economy during the pandemic.\n\nBullion has been weighed down by concerns over tighter monetary policy, although Powellcautionedthat discussions about raising interest rates would be “highly premature.” He’s due to testify at a House Subcommittee hearing on the Fed’s pandemic emergency lending and its asset purchase programs Tuesday.\nSpot gold rose 0.2% to $1,768.45 an ounce at 7:24 a.m. in Singapore. Prices fell 6% last week, the most since March 2020. Silver, palladium and platinum all advanced. The Bloomberg Dollar Spot Index steadied after rising 2% last week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9939928727,"gmtCreate":1662044208474,"gmtModify":1676536740520,"author":{"id":"3573727620222597","authorId":"3573727620222597","name":"Hoys","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573727620222597","authorIdStr":"3573727620222597"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9939928727","repostId":"1160870826","repostType":4,"repost":{"id":"1160870826","pubTimestamp":1662045526,"share":"https://ttm.financial/m/news/1160870826?lang=&edition=fundamental","pubTime":"2022-09-01 23:18","market":"us","language":"en","title":"Billionaires Have Been Buying These 7 Stocks as the Market Plunges","url":"https://stock-news.laohu8.com/highlight/detail?id=1160870826","media":"Motley Fool","summary":"KEY POINTSThe broad-based S&P 500 produced its worst first-half return in 52 years.Rather than being","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>The broad-based S&amp;P 500 produced its worst first-half return in 52 years.</li><li>Rather than being chased to the sideline, billionaire investors have stood their ground and put their money to work.</li><li>These seven stocks have been the apple of select billionaires&#39; eyes.</li></ul><p>Although you probably don&#39;t need the reminder, it&#39;s been a rough year on Wall Street. The benchmark S&amp;P 500 produced its worst first-half return since 1970. Meanwhile, the growth-centric Nasdaq Composite plunged 34% on a peak-to-trough basis since hitting its all-time closing high in November. Everything from weak economic growth and historically high inflation to Russia&#39;s invasion of Ukraine further upsetting the global energy supply chain has contributed to this challenging year.</p><p>Yet, in spite of the stock market plunging throughout much of the year, billionaire investors have stood their ground. Billionaire money managers are well aware that every notable pullback in the market has proved to be a buying opportunity over the long run.</p><p>Based on recent 13F filings with the Securities and Exchange Commission, it&#39;s become clear that billionaire fund managers have been buyers as the market plunges. Here&#39;s what seven prominent billionaires have been buying.</p><h3>1. Paul Singer: <a href=\"https://laohu8.com/S/PYPL\">PayPal Holdings</a></h3><p>Billionaire activist investor Paul Singer of Elliott Investment Management has been a busy bee in 2022. Most notably, he&#39;s taken a roughly $2 billion stake in fintech stock PayPal Holdings (PYPL), which was disclosed by PayPal in its second-quarter earnings release.</p><p>What&#39;s interesting about this position is that Singer often invests in struggling companies. Although PayPal&#39;s share price has taken a big hit as pandemic-related valuations deflate, PayPal&#39;s operating performance shows a company that&#39;s clearly not hurting. Even with U.S. gross domestic product falling in back-to-back quarters, PayPal has maintained double-digit total payment volume growth on a constant-currency basis.</p><p>More importantly, user engagement hasn&#39;t slowed down. When 2020 came to a close, the average active account completed just shy of 41 transactions over the trailing year. As of June 30, 2022, this average active account hadcompleted nearly 49 transactions over the trailing 12 months.  With engagement trends headed in the right direction and digital payment growth still in its very early innings, I&#39;d be surprised if Singer&#39;s investment ultimately ended up in the red.</p><h3>2. Philippe Laffont: <a href=\"https://laohu8.com/S/UPST\">Upstart Holdings</a></h3><p>Philippe Laffont may not be a household name among billionaire money managers, but he successfully oversees Coatue Management, a hedge fund with almost $8.3 billion in assets under management. In the latest quarter, Laffont added almost $75 million in shares of cloud-based lending platform Upstart Holdings (UPST).</p><p>Upstart aims to completely turn the traditional loan-vetting process on its head. It uses artificial intelligence (AI) to completely automate and approve about three-quarters of all loans processed. Not only is this saving the roughly six dozen financial institutions Upstart is partnered with time and money, but it&#39;s giving loan applicants who might otherwise be denied through the traditional vetting process an opportunity. Upstart-vetted loans have produced similar loan delinquency rates as traditional loans, despite a lower average credit score for Upstart-approved applicants.</p><p>The other lure for Upstart is its potential for expansion. Until last year, Upstart almost exclusively focused on personal loans. With the company now expanding into auto loans and small business loans, its addressable market has increased tenfold.</p><h3>3. Warren Buffett: <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a></h3><p>The Oracle of Omaha, who&#39;s been CEO of Berkshire Hathaway since 1965, probably needs no introduction. Among the16 stocks Warren Buffett has purchased this year, none has raised more eyebrows than oil stock Occidental Petroleum. Berkshire has acquired nearly 188.4 million shares of Occidental this year, as of Aug. 8.</p><p>Why Occidental Petroleum? The best guess is that Buffett strongly believes crude oil and natural gas prices will remain elevated for years to come. This is a forecast that can certainly be supported by reduced capital investments in the wake of the pandemic, as well as Russia&#39;s aforementioned invasion of Ukraine. With no quick fixes to global supply woes, oil and natural gas could very easily support above-average spot prices for years.</p><p>But what makes Occidental such an odd Buffett stockis its balance sheet. The Oracle of Omaha normally buys stakes in businesses with strong brand names, exceptional leadership, and rock-solid balance sheets. Occidental is more highly levered than most integrated oil and gas companies. In other words, this is a riskier investment than we&#39;re used to seeing from Buffett.</p><h3>4. Steve Cohen: <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings</a></h3><p>Billionaire Steve Cohen, who&#39;s known just as much for owning baseball&#39;s New York Mets as he is for running Point72 Asset Management, has been an active buyer of cybersecurity stock CrowdStrike Holdings as the market plunges. Cohen&#39;s fund bought close to 820,000 shares of CrowdStrike during the second quarter.</p><p>Aside from the fact that cybersecurity solutions have evolved into a basic necessity service in any economic environment, what allows CrowdStrike to stand out is its AI-driven Falcon platform. Falcon oversees about 1 trillion events daily and has proved superior to the on-premises competition at identifying and responding to potential threats.</p><p>Although CrowdStrike has had no trouble growing its subscriber base over the years, what&#39;s far more impressive is how the company has been able to encourage existing clients to spend more. A little over five years ago, just 9% of the company&#39;s clients had purchased four or more cloud-module subscriptions. As of the end of April 2022, 71% of existing clients had purchased four or more cloud-module subscriptions. This is CrowdStrike&#39;s not-so-subtle key to superior operating margins and its amazing revenue retention rate.</p><h3>5. Jim Simons: <a href=\"https://laohu8.com/S/SHOP\">Shopify</a></h3><p>Billionaire Jim Simons of Renaissance Technologies has thousands upon thousands of positions. However, cloud-based e-commerce platform Shopify (SHOP 0.93%) became one of Renaissance&#39;s largest positions during the second quarter, with a greater than 14-million-share aggregate buy.</p><p>Despite shares coming under heavy selling pressure due to the company&#39;s nosebleed valuation and recent weakness in retail sales as a whole, Shopify looks like a giant in the making. Aided by the pandemic, the gross merchandise value transacted on Shopify&#39;s platforms (as of the June-ended quarter) has grown by an annual average of 50% over the past three years.  What&#39;s more, the company believes it has a $153 billion addressable market just with small businesses. This doesn&#39;t even factor in the inroads the company has made with larger companies.</p><p>Innovation should also be key for Shopify&#39;s long-term outlook. The introduction of Shop Pay, a buy now, pay later service designed to help merchants serve more customers, should benefit nicely during long-winded periods of economic expansion.</p><h3>6. Ray Dalio: <a href=\"https://laohu8.com/S/CVS\">CVS Health</a></h3><p>Bridgewater Associates&#39; billionaire money manager Ray Dalio has also been an active buyer. Dalio chose to pile into CVS Health (CVS -0.66%) as the market plunged. Bridgewater bought close to 1.94 million shares during the second quarter, which increased the fund&#39;s stake by 159% from the March-ended quarter.</p><p>The beauty of healthcare stocks is that they&#39;re defensive. People can&#39;t control when they get sick, which means there&#39;s always demand for prescription drugs, medical devices, and healthcare services.</p><p>On a more company-specific basis, CVS Health has benefited from its vertical integration. Its acquisition of health insurer Aetna in 2018 lifted its organic growth rate, provided ample cost synergies, and gave more than 20 million insured Aetna members a reason to stay within the CVS Health network.</p><p>Additionally, CVS has been reaping the rewards of its HealthHUB health clinics. In the wake of the COVID-19 pandemic, consumers have demonstrated they&#39;re eager for quick solutions to minor illnesses and injuries, as well as supplemental care for chronic conditions. The roughly 1,500 HealthHUBs CVS operates are facilitating these interactions, which have the potential to boost customer loyalty and drive repeat visits.</p><h3>7. Jeff Yass: <a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h3><p>Last but not least, billionaire Jeff Yass of Susquehanna International has been buying FAANG stock Amazon as the market plunges. Susquehanna added close to 6.6 million shares of Amazon during the second quarter, which increased its stake to approximately 15.2 million shares.</p><p>Although Amazon is best known for its dominant online marketplace, which is estimated to bring in 40% of U.S. retail sales in 2022, per eMarketer, it&#39;s the company&#39;s considerably higher-margin ancillary operations that make it such an ideal buy.</p><p>For instance, Amazon&#39;s online marketplace has helped attract more than 200 million global Prime subscribers. With almost $35 billion in annual run-rate sales from subscription services, Amazon is able to divert plenty of capital to its fast-growing logistics network and other supercharged growth projects.</p><p>However, Amazon&#39;s future is undeniably linked to cloud infrastructure segment Amazon Web Services (AWS). AWS brought in 31% of cloud spending during the second quarter, according to estimates from Canalys.  More importantly, AWS is responsible for generating the bulk of Amazon&#39;s operating cash flow despite accounting for just a sixth of the company&#39;s net sales. As AWS grows into a larger percentage of total sales, Amazon&#39;s cash flow can soar.</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>Billionaires Have Been Buying These 7 Stocks as the Market Plunges</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\">\nBillionaires Have Been Buying These 7 Stocks as the Market Plunges\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/01/billionaires-buying-7-stocks-as-the-market-plunges/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe broad-based S&P 500 produced its worst first-half return in 52 years.Rather than being chased to the sideline, billionaire investors have stood their ground and put their money to work....</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/01/billionaires-buying-7-stocks-as-the-market-plunges/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","UPST":"Upstart Holdings, Inc.","OXY":"西方石油","AMZN":"亚马逊","CVS":"西维斯健康","SHOP":"Shopify Inc","PYPL":"PayPal"},"source_url":"https://www.fool.com/investing/2022/09/01/billionaires-buying-7-stocks-as-the-market-plunges/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160870826","content_text":"KEY POINTSThe broad-based S&P 500 produced its worst first-half return in 52 years.Rather than being chased to the sideline, billionaire investors have stood their ground and put their money to work.These seven stocks have been the apple of select billionaires' eyes.Although you probably don't need the reminder, it's been a rough year on Wall Street. The benchmark S&P 500 produced its worst first-half return since 1970. Meanwhile, the growth-centric Nasdaq Composite plunged 34% on a peak-to-trough basis since hitting its all-time closing high in November. Everything from weak economic growth and historically high inflation to Russia's invasion of Ukraine further upsetting the global energy supply chain has contributed to this challenging year.Yet, in spite of the stock market plunging throughout much of the year, billionaire investors have stood their ground. Billionaire money managers are well aware that every notable pullback in the market has proved to be a buying opportunity over the long run.Based on recent 13F filings with the Securities and Exchange Commission, it's become clear that billionaire fund managers have been buyers as the market plunges. Here's what seven prominent billionaires have been buying.1. Paul Singer: PayPal HoldingsBillionaire activist investor Paul Singer of Elliott Investment Management has been a busy bee in 2022. Most notably, he's taken a roughly $2 billion stake in fintech stock PayPal Holdings (PYPL), which was disclosed by PayPal in its second-quarter earnings release.What's interesting about this position is that Singer often invests in struggling companies. Although PayPal's share price has taken a big hit as pandemic-related valuations deflate, PayPal's operating performance shows a company that's clearly not hurting. Even with U.S. gross domestic product falling in back-to-back quarters, PayPal has maintained double-digit total payment volume growth on a constant-currency basis.More importantly, user engagement hasn't slowed down. When 2020 came to a close, the average active account completed just shy of 41 transactions over the trailing year. As of June 30, 2022, this average active account hadcompleted nearly 49 transactions over the trailing 12 months.  With engagement trends headed in the right direction and digital payment growth still in its very early innings, I'd be surprised if Singer's investment ultimately ended up in the red.2. Philippe Laffont: Upstart HoldingsPhilippe Laffont may not be a household name among billionaire money managers, but he successfully oversees Coatue Management, a hedge fund with almost $8.3 billion in assets under management. In the latest quarter, Laffont added almost $75 million in shares of cloud-based lending platform Upstart Holdings (UPST).Upstart aims to completely turn the traditional loan-vetting process on its head. It uses artificial intelligence (AI) to completely automate and approve about three-quarters of all loans processed. Not only is this saving the roughly six dozen financial institutions Upstart is partnered with time and money, but it's giving loan applicants who might otherwise be denied through the traditional vetting process an opportunity. Upstart-vetted loans have produced similar loan delinquency rates as traditional loans, despite a lower average credit score for Upstart-approved applicants.The other lure for Upstart is its potential for expansion. Until last year, Upstart almost exclusively focused on personal loans. With the company now expanding into auto loans and small business loans, its addressable market has increased tenfold.3. Warren Buffett: Occidental PetroleumThe Oracle of Omaha, who's been CEO of Berkshire Hathaway since 1965, probably needs no introduction. Among the16 stocks Warren Buffett has purchased this year, none has raised more eyebrows than oil stock Occidental Petroleum. Berkshire has acquired nearly 188.4 million shares of Occidental this year, as of Aug. 8.Why Occidental Petroleum? The best guess is that Buffett strongly believes crude oil and natural gas prices will remain elevated for years to come. This is a forecast that can certainly be supported by reduced capital investments in the wake of the pandemic, as well as Russia's aforementioned invasion of Ukraine. With no quick fixes to global supply woes, oil and natural gas could very easily support above-average spot prices for years.But what makes Occidental such an odd Buffett stockis its balance sheet. The Oracle of Omaha normally buys stakes in businesses with strong brand names, exceptional leadership, and rock-solid balance sheets. Occidental is more highly levered than most integrated oil and gas companies. In other words, this is a riskier investment than we're used to seeing from Buffett.4. Steve Cohen: CrowdStrike HoldingsBillionaire Steve Cohen, who's known just as much for owning baseball's New York Mets as he is for running Point72 Asset Management, has been an active buyer of cybersecurity stock CrowdStrike Holdings as the market plunges. Cohen's fund bought close to 820,000 shares of CrowdStrike during the second quarter.Aside from the fact that cybersecurity solutions have evolved into a basic necessity service in any economic environment, what allows CrowdStrike to stand out is its AI-driven Falcon platform. Falcon oversees about 1 trillion events daily and has proved superior to the on-premises competition at identifying and responding to potential threats.Although CrowdStrike has had no trouble growing its subscriber base over the years, what's far more impressive is how the company has been able to encourage existing clients to spend more. A little over five years ago, just 9% of the company's clients had purchased four or more cloud-module subscriptions. As of the end of April 2022, 71% of existing clients had purchased four or more cloud-module subscriptions. This is CrowdStrike's not-so-subtle key to superior operating margins and its amazing revenue retention rate.5. Jim Simons: ShopifyBillionaire Jim Simons of Renaissance Technologies has thousands upon thousands of positions. However, cloud-based e-commerce platform Shopify (SHOP 0.93%) became one of Renaissance's largest positions during the second quarter, with a greater than 14-million-share aggregate buy.Despite shares coming under heavy selling pressure due to the company's nosebleed valuation and recent weakness in retail sales as a whole, Shopify looks like a giant in the making. Aided by the pandemic, the gross merchandise value transacted on Shopify's platforms (as of the June-ended quarter) has grown by an annual average of 50% over the past three years.  What's more, the company believes it has a $153 billion addressable market just with small businesses. This doesn't even factor in the inroads the company has made with larger companies.Innovation should also be key for Shopify's long-term outlook. The introduction of Shop Pay, a buy now, pay later service designed to help merchants serve more customers, should benefit nicely during long-winded periods of economic expansion.6. Ray Dalio: CVS HealthBridgewater Associates' billionaire money manager Ray Dalio has also been an active buyer. Dalio chose to pile into CVS Health (CVS -0.66%) as the market plunged. Bridgewater bought close to 1.94 million shares during the second quarter, which increased the fund's stake by 159% from the March-ended quarter.The beauty of healthcare stocks is that they're defensive. People can't control when they get sick, which means there's always demand for prescription drugs, medical devices, and healthcare services.On a more company-specific basis, CVS Health has benefited from its vertical integration. Its acquisition of health insurer Aetna in 2018 lifted its organic growth rate, provided ample cost synergies, and gave more than 20 million insured Aetna members a reason to stay within the CVS Health network.Additionally, CVS has been reaping the rewards of its HealthHUB health clinics. In the wake of the COVID-19 pandemic, consumers have demonstrated they're eager for quick solutions to minor illnesses and injuries, as well as supplemental care for chronic conditions. The roughly 1,500 HealthHUBs CVS operates are facilitating these interactions, which have the potential to boost customer loyalty and drive repeat visits.7. Jeff Yass: AmazonLast but not least, billionaire Jeff Yass of Susquehanna International has been buying FAANG stock Amazon as the market plunges. Susquehanna added close to 6.6 million shares of Amazon during the second quarter, which increased its stake to approximately 15.2 million shares.Although Amazon is best known for its dominant online marketplace, which is estimated to bring in 40% of U.S. retail sales in 2022, per eMarketer, it's the company's considerably higher-margin ancillary operations that make it such an ideal buy.For instance, Amazon's online marketplace has helped attract more than 200 million global Prime subscribers. With almost $35 billion in annual run-rate sales from subscription services, Amazon is able to divert plenty of capital to its fast-growing logistics network and other supercharged growth projects.However, Amazon's future is undeniably linked to cloud infrastructure segment Amazon Web Services (AWS). AWS brought in 31% of cloud spending during the second quarter, according to estimates from Canalys.  More importantly, AWS is responsible for generating the bulk of Amazon's operating cash flow despite accounting for just a sixth of the company's net sales. As AWS grows into a larger percentage of total sales, Amazon's cash flow can soar.","news_type":1},"isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127605352,"gmtCreate":1624845015076,"gmtModify":1703845994805,"author":{"id":"3573727620222597","authorId":"3573727620222597","name":"Hoys","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573727620222597","authorIdStr":"3573727620222597"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127605352","repostId":"1102536611","repostType":4,"repost":{"id":"1102536611","pubTimestamp":1624844282,"share":"https://ttm.financial/m/news/1102536611?lang=&edition=fundamental","pubTime":"2021-06-28 09:38","market":"us","language":"en","title":"Nvidia’s Planned Arm Takeover Gets Boost From Chip Giants","url":"https://stock-news.laohu8.com/highlight/detail?id=1102536611","media":"Bloomberg","summary":"Nvidia Corp.’s $40 billion proposed acquisition of U.K. semiconductor group Arm Ltd.got a boost after three of the world’s largest chipmakers expressed support for the controversial deal.Broadcom Corp.,MediaTek Inc.and Marvell Technology Group Ltd. are the first customers of the Cambridge, U.K.-based Arm to publicly support the takeover, which has raised concerns on national security grounds, the Sunday Times reported.The endorsement comes as the U.K. Competition and Markets Authority prepares t","content":"<p>Nvidia Corp.’s $40 billion proposed acquisition of U.K. semiconductor group&nbsp;Arm Ltd.got a boost after three of the world’s largest chipmakers expressed support for the controversial deal.</p>\n<p>Broadcom Corp.,MediaTek Inc.and Marvell Technology Group Ltd. are the first customers of the Cambridge, U.K.-based Arm to publicly support the takeover, which has raised concerns on national security grounds, the Sunday Times reported.</p>\n<p>The endorsement comes as the U.K. Competition and Markets Authority prepares to deliver a review that may oppose the takeover. The potential deal is also being reviewed in the U.S., European Union and China.</p>\n<p>RivalQualcomm Inc.and tech giants including Microsoft Corp. have voiced fears that Nvidia could limit the supply of the company’s technology to its competitors or raise prices. Arm, which is being sold by Japan’sSoftBank Group Corp., offers its designs to more than 500 companies that make their own chips.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia’s Planned Arm Takeover Gets Boost From Chip Giants</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s Planned Arm Takeover Gets Boost From Chip Giants\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 09:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-27/nvidia-s-planned-arm-takeover-gets-boost-from-chip-giants><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corp.’s $40 billion proposed acquisition of U.K. semiconductor group Arm Ltd.got a boost after three of the world’s largest chipmakers expressed support for the controversial deal.\nBroadcom ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-27/nvidia-s-planned-arm-takeover-gets-boost-from-chip-giants\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-27/nvidia-s-planned-arm-takeover-gets-boost-from-chip-giants","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102536611","content_text":"Nvidia Corp.’s $40 billion proposed acquisition of U.K. semiconductor group Arm Ltd.got a boost after three of the world’s largest chipmakers expressed support for the controversial deal.\nBroadcom Corp.,MediaTek Inc.and Marvell Technology Group Ltd. are the first customers of the Cambridge, U.K.-based Arm to publicly support the takeover, which has raised concerns on national security grounds, the Sunday Times reported.\nThe endorsement comes as the U.K. Competition and Markets Authority prepares to deliver a review that may oppose the takeover. The potential deal is also being reviewed in the U.S., European Union and China.\nRivalQualcomm Inc.and tech giants including Microsoft Corp. have voiced fears that Nvidia could limit the supply of the company’s technology to its competitors or raise prices. Arm, which is being sold by Japan’sSoftBank Group Corp., offers its designs to more than 500 companies that make their own chips.","news_type":1},"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167967528,"gmtCreate":1624243164464,"gmtModify":1703831385478,"author":{"id":"3573727620222597","authorId":"3573727620222597","name":"Hoys","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573727620222597","authorIdStr":"3573727620222597"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167967528","repostId":"1124609704","repostType":4,"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128694706,"gmtCreate":1624512731105,"gmtModify":1703838940353,"author":{"id":"3573727620222597","authorId":"3573727620222597","name":"Hoys","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573727620222597","authorIdStr":"3573727620222597"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/128694706","repostId":"1185713985","repostType":4,"isVote":1,"tweetType":1,"viewCount":950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123254045,"gmtCreate":1624426451587,"gmtModify":1703836336570,"author":{"id":"3573727620222597","authorId":"3573727620222597","name":"Hoys","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573727620222597","authorIdStr":"3573727620222597"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/123254045","repostId":"2145406595","repostType":4,"repost":{"id":"2145406595","pubTimestamp":1624424815,"share":"https://ttm.financial/m/news/2145406595?lang=&edition=fundamental","pubTime":"2021-06-23 13:06","market":"us","language":"en","title":"Quality stocks haven't been this cheap in more than 20 years","url":"https://stock-news.laohu8.com/highlight/detail?id=2145406595","media":"Yahoo Finance","summary":"Quality is on sale in the stock market.\nHigher quality stocks are trading at their largest valuation","content":"<p>Quality is on sale in the stock market.</p>\n<p>Higher quality stocks are trading at their largest valuation discount to the broad market since the dot com bubble of the early 2000s (see chart below), BlackRock CIO of U.S. fundamental equities Tony DeSpirito said in a new research note.</p>\n<p>DeSpirito defines high quality stocks as those of companies that generate profits and sport pricing power (so obviously, this excludes Special Purpose Acquisition Companies, or SPACs). The companies manage their balance sheets and cash flows effectively, demonstrate strong accounting credibility and return capital to shareholders in a disciplined manner (most likely through dividends).</p>\n<p>Interestingly, despite the impressive fundamental features of high quality companies the stocks themselves have sucked wind going on nine months.</p>\n<p><img src=\"https://static.tigerbbs.com/341275a727ddc7811ed0c3a6371003ad\" tg-width=\"1846\" tg-height=\"564\" referrerpolicy=\"no-referrer\">Quality stocks look to be on sale, BlackRock contends.BlackRock</p>\n<p>DeSpirito's research shows that quality stocks have underperformed since COVID-19 vaccine announcements came to fore back in November 2020, sending their valuations lower. Instead of paying up to own quality companies amidst a global economic recovery (ones that could lift their dividends and share repurchase plans because of the macro rebound), investors have largely avoided or sold these stocks in favor of riskier bets that produced strong gains early in the recovery.</p>\n<p>A great example of this dynamic could be seen in the relative performance of the Invesco S&amp;P 500 High Beta ETF. Some of the ETF's top holdings include super risky economic recovery plays such as Carnival Corp. and United Airlines. The ETF has gained a very solid 31% year-to-date, outperforming the 13% increase in the S&amp;P 500. Meanwhile, the Schwab U.S. Dividend Equity ETF (which includes high quality dividend growers like Home Depot) is only up 17% on the year.</p>\n<p>Now, DeSpirito said the tide is about to swing back to quality.</p>\n<p>\"We see potential for quality to rerate higher. As the cycle evolves, the market will look ahead to more normalized growth rates, and investors are likely to grow more cautious amid concerns around taxes, inflation and the timing of a Fed policy shift,\" DeSpirito explained.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Quality stocks haven't been this cheap in more than 20 years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQuality stocks haven't been this cheap in more than 20 years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 13:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/quality-stocks-havent-been-this-cheap-in-more-than-20-years-184255120.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Quality is on sale in the stock market.\nHigher quality stocks are trading at their largest valuation discount to the broad market since the dot com bubble of the early 2000s (see chart below), ...</p>\n\n<a href=\"https://finance.yahoo.com/news/quality-stocks-havent-been-this-cheap-in-more-than-20-years-184255120.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BLK":"贝莱德","UAL":"联合大陆航空","CCL":"嘉年华邮轮","HD":"家得宝","SCHD":"Schwab US Dividend Equity ETF","CUK":"嘉年华存托凭证"},"source_url":"https://finance.yahoo.com/news/quality-stocks-havent-been-this-cheap-in-more-than-20-years-184255120.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2145406595","content_text":"Quality is on sale in the stock market.\nHigher quality stocks are trading at their largest valuation discount to the broad market since the dot com bubble of the early 2000s (see chart below), BlackRock CIO of U.S. fundamental equities Tony DeSpirito said in a new research note.\nDeSpirito defines high quality stocks as those of companies that generate profits and sport pricing power (so obviously, this excludes Special Purpose Acquisition Companies, or SPACs). The companies manage their balance sheets and cash flows effectively, demonstrate strong accounting credibility and return capital to shareholders in a disciplined manner (most likely through dividends).\nInterestingly, despite the impressive fundamental features of high quality companies the stocks themselves have sucked wind going on nine months.\nQuality stocks look to be on sale, BlackRock contends.BlackRock\nDeSpirito's research shows that quality stocks have underperformed since COVID-19 vaccine announcements came to fore back in November 2020, sending their valuations lower. Instead of paying up to own quality companies amidst a global economic recovery (ones that could lift their dividends and share repurchase plans because of the macro rebound), investors have largely avoided or sold these stocks in favor of riskier bets that produced strong gains early in the recovery.\nA great example of this dynamic could be seen in the relative performance of the Invesco S&P 500 High Beta ETF. Some of the ETF's top holdings include super risky economic recovery plays such as Carnival Corp. and United Airlines. The ETF has gained a very solid 31% year-to-date, outperforming the 13% increase in the S&P 500. Meanwhile, the Schwab U.S. Dividend Equity ETF (which includes high quality dividend growers like Home Depot) is only up 17% on the year.\nNow, DeSpirito said the tide is about to swing back to quality.\n\"We see potential for quality to rerate higher. As the cycle evolves, the market will look ahead to more normalized growth rates, and investors are likely to grow more cautious amid concerns around taxes, inflation and the timing of a Fed policy shift,\" DeSpirito explained.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120282080,"gmtCreate":1624324794540,"gmtModify":1703833463781,"author":{"id":"3573727620222597","authorId":"3573727620222597","name":"Hoys","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573727620222597","authorIdStr":"3573727620222597"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120282080","repostId":"2145347082","repostType":4,"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}