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themonkey

themonkey

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2022-08-29

ok//@StonkerLL: Yayayaya papaya//@koolgal: Thanks @TigerStars for introducing @Keeley and @StopHunter . I shall look forward to learning more from these 2 experienced investors who are well versed in trading and technical analysis. I appreciate their willingness to share their expertise and knowledge with all of us here at our wonderful Tiger community.

@TigerStars:Tiger Stars: Invest With @Keeley @StopHunter

2022-04-19

ok

Thoughts On Alibaba Following A Rerating In The Market

2022-09-13

ok

Google Completes Acquisition of Mandiant

2022-09-08

ok

Tim Cook Didn’t Have "One More Thing," so Apple Offered Consumers a Break, for Once

2022-02-03

Ok

Cathie Wood Loads Up More Shares In Tesla And This Rival Chinese EV Maker On Wednesday

2022-01-06

Ok

Toplines Before US Market Open on Thursday

2022-07-03

ok

Tesla Q2 Deliveries Slump To 254,695 Amid Supply Chain, Pandemic Problems

2022-06-04

ok

US STOCKS-Wall St Ends Down With Strong Jobs Data Keeping the Pressure on for Rate Hikes

2022-04-26

yes

It Looks like Nothing Will Stop Elon Musk from Owning Twitter

2022-04-09

ok

US STOCKS-Dow Gains, S&P 500 Ends Lower As Market Weighs Fed Rate Hikes

2022-03-26

ok

Stock-Market Investors Should Watch the "Best Leading Indicator of Trouble Ahead"

2022-01-26

[smile]

Microsoft Beats on Earnings and Revenue, Delivers Upbeat Forecast for Fiscal Third Quarter

05-25

Predicting specific stock prices, such as whether Nvidia (NVDA) will hit $1100 before a potential stock split, is inherently uncertain and involves many variables. Here are some factors to consider: ### Key Factors Influencing Nvidia's Stock Price 1. **Market Conditions**: Overall stock market trends, particularly in the technology sector, will play a significant role. A bullish market could push Nvidia's stock higher. 2. **Company Performance**: Nvidia's financial performance, including revenue growth, profit margins, and market share in key areas like GPUs, AI, and data centers, will be crucial. 3. **Product Innovations**: Continued innovation and successful product launches can boost investor confidence and drive the stock price up. 4. **Industry Trends**: The demand for GPUs, AI applic

2022-10-31

ok

Is Nvidia And Oracle's Partnership Expansion Good For Business Outlook?

2022-08-25

ok

US STOCKS-Wall Street Ends Higher, With All Eyes on Jackson Hole

2022-08-08

ok

Sorry, the original content has been removed

2022-06-06

ok

Price Target Changes｜XOM Raised to $107 By MS; Snap Lowered to $30 By DB

2022-05-27

ok

Retailers' Earnings Recap: Not Everybody in Retail Is Doing Poorly

2022-04-24

ok

Wait for a Better Entry Point to Buy Disney Stock

2022-04-22

ok

Why Is Snap (SNAP) Stock in the Spotlight Today?

Go to Tiger App to see more news

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Generally, people look for someone with a strong vision for the country, integrity, the ability to unite people, and a deep understanding of both domestic and international issues.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331376233791736","isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309736099487944,"gmtCreate":1716623780612,"gmtModify":1716623785053,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"Predicting specific stock prices, such as whether Nvidia (NVDA) will hit $1100 before a potential stock split, is inherently uncertain and involves many variables. Here are some factors to consider: ### Key Factors Influencing Nvidia's Stock Price 1. **Market Conditions**: Overall stock market trends, particularly in the technology sector, will play a significant role. A bullish market could push Nvidia's stock higher. 2. **Company Performance**: Nvidia's financial performance, including revenue growth, profit margins, and market share in key areas like GPUs, AI, and data centers, will be crucial. 3. **Product Innovations**: Continued innovation and successful product launches can boost investor confidence and drive the stock price up. 4. **Industry Trends**: The demand for GPUs, AI applic","listText":"Predicting specific stock prices, such as whether Nvidia (NVDA) will hit $1100 before a potential stock split, is inherently uncertain and involves many variables. 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Here are some factors to consider: ### Key Factors Influencing Nvidia's Stock Price 1. **Market Conditions**: Overall stock market trends, particularly in the technology sector, will play a significant role. A bullish market could push Nvidia's stock higher. 2. **Company Performance**: Nvidia's financial performance, including revenue growth, profit margins, and market share in key areas like GPUs, AI, and data centers, will be crucial. 3. **Product Innovations**: Continued innovation and successful product launches can boost investor confidence and drive the stock price up. 4. **Industry Trends**: The demand for GPUs, AI applic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/309736099487944","isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4174295482210432","authorId":"4174295482210432","name":"TigerTrader2024","avatar":"https://community-static.tradeup.com/news/e2cf44bd3c54c80ec8b4dbad5a7d7dc2","crmLevel":1,"crmLevelSwitch":0,"idStr":"4174295482210432","authorIdStr":"4174295482210432"},"content":"Saying whether any stock will rise or fall is based ultimatey on speculation. Theychave the innovation and their collaboration not only in GPUs but also in the language/ dev side of AI, means that they can ensure longevity of rheir products and services. Partnering with Microsoft and Google is a smart move. Their hardware are in datacenters worldwide, making their ability to scale up even more efficient and certain. Reckon it might surpass 1100$ and moght even hot 1200$ before the stock split. Lets see how this plays out…","text":"Saying whether any stock will rise or fall is based ultimatey on speculation. Theychave the innovation and their collaboration not only in GPUs but also in the language/ dev side of AI, means that they can ensure longevity of rheir products and services. Partnering with Microsoft and Google is a smart move. Their hardware are in datacenters worldwide, making their ability to scale up even more efficient and certain. Reckon it might surpass 1100$ and moght even hot 1200$ before the stock split. Lets see how this plays out…","html":"Saying whether any stock will rise or fall is based ultimatey on speculation. Theychave the innovation and their collaboration not only in GPUs but also in the language/ dev side of AI, means that they can ensure longevity of rheir products and services. Partnering with Microsoft and Google is a smart move. Their hardware are in datacenters worldwide, making their ability to scale up even more efficient and certain. Reckon it might surpass 1100$ and moght even hot 1200$ before the stock split. Lets see how this plays out…"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309735860555976,"gmtCreate":1716623722278,"gmtModify":1716623734169,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"Predicting specific stock prices, such as whether Nvidia (NVDA) will hit $1100 before a potential stock split, is inherently uncertain and involves many variables. Here are some factors to consider: ### Key Factors Influencing Nvidia's Stock Price 1. **Market Conditions**: Overall stock market trends, particularly in the technology sector, will play a significant role. A bullish market could push Nvidia's stock higher. 2. **Company Performance**: Nvidia's financial performance, including revenue growth, profit margins, and market share in key areas like GPUs, AI, and data centers, will be crucial. 3. **Product Innovations**: Continued innovation and successful product launches can boost investor confidence and drive the stock price up. 4. **Industry Trends**: The demand for GPUs, AI applic","listText":"Predicting specific stock prices, such as whether Nvidia (NVDA) will hit $1100 before a potential stock split, is inherently uncertain and involves many variables. Here are some factors to consider: ### Key Factors Influencing Nvidia's Stock Price 1. **Market Conditions**: Overall stock market trends, particularly in the technology sector, will play a significant role. A bullish market could push Nvidia's stock higher. 2. **Company Performance**: Nvidia's financial performance, including revenue growth, profit margins, and market share in key areas like GPUs, AI, and data centers, will be crucial. 3. **Product Innovations**: Continued innovation and successful product launches can boost investor confidence and drive the stock price up. 4. **Industry Trends**: The demand for GPUs, AI applic","text":"Predicting specific stock prices, such as whether Nvidia (NVDA) will hit $1100 before a potential stock split, is inherently uncertain and involves many variables. Here are some factors to consider: ### Key Factors Influencing Nvidia's Stock Price 1. **Market Conditions**: Overall stock market trends, particularly in the technology sector, will play a significant role. A bullish market could push Nvidia's stock higher. 2. **Company Performance**: Nvidia's financial performance, including revenue growth, profit margins, and market share in key areas like GPUs, AI, and data centers, will be crucial. 3. **Product Innovations**: Continued innovation and successful product launches can boost investor confidence and drive the stock price up. 4. **Industry Trends**: The demand for GPUs, AI applic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309735860555976","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309735442280488,"gmtCreate":1716623595557,"gmtModify":1716627353427,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"Choosing between Alibaba (BABA) and Pinduoduo (PDD) depends on various factors including your investment goals, risk tolerance, and outlook on the Chinese e-commerce market. Here's a brief comparison to help you decide: ### Alibaba (BABA) 1. **Market Position**: Alibaba is a giant in the e-commerce sector with a diversified portfolio that includes online retail, cloud computing (Alibaba Cloud), digital media, and entertainment. 2. **Revenue Streams**: It has multiple revenue streams, reducing dependency on any single business line. 3. **Scale and Reach**: Alibaba's vast scale and established infrastructure provide significant advantages in logistics and technology. 4. **Profitability**: Historically, Alibaba has been more profitable compared to Pinduoduo. 5. **Risks**: Regulatory scrutiny,","listText":"Choosing between Alibaba (BABA) and Pinduoduo (PDD) depends on various factors including your investment goals, risk tolerance, and outlook on the Chinese e-commerce market. Here's a brief comparison to help you decide: ### Alibaba (BABA) 1. **Market Position**: Alibaba is a giant in the e-commerce sector with a diversified portfolio that includes online retail, cloud computing (Alibaba Cloud), digital media, and entertainment. 2. **Revenue Streams**: It has multiple revenue streams, reducing dependency on any single business line. 3. **Scale and Reach**: Alibaba's vast scale and established infrastructure provide significant advantages in logistics and technology. 4. **Profitability**: Historically, Alibaba has been more profitable compared to Pinduoduo. 5. **Risks**: Regulatory scrutiny,","text":"Choosing between Alibaba (BABA) and Pinduoduo (PDD) depends on various factors including your investment goals, risk tolerance, and outlook on the Chinese e-commerce market. Here's a brief comparison to help you decide: ### Alibaba (BABA) 1. **Market Position**: Alibaba is a giant in the e-commerce sector with a diversified portfolio that includes online retail, cloud computing (Alibaba Cloud), digital media, and entertainment. 2. **Revenue Streams**: It has multiple revenue streams, reducing dependency on any single business line. 3. **Scale and Reach**: Alibaba's vast scale and established infrastructure provide significant advantages in logistics and technology. 4. **Profitability**: Historically, Alibaba has been more profitable compared to Pinduoduo. 5. **Risks**: Regulatory scrutiny,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309735442280488","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309735029641352,"gmtCreate":1716623586119,"gmtModify":1716627353677,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"Choosing between Alibaba (BABA) and Pinduoduo (PDD) depends on various factors including your investment goals, risk tolerance, and outlook on the Chinese e-commerce market. Here's a brief comparison to help you decide: ### Alibaba (BABA) 1. **Market Position**: Alibaba is a giant in the e-commerce sector with a diversified portfolio that includes online retail, cloud computing (Alibaba Cloud), digital media, and entertainment. 2. **Revenue Streams**: It has multiple revenue streams, reducing dependency on any single business line. 3. **Scale and Reach**: Alibaba's vast scale and established infrastructure provide significant advantages in logistics and technology. 4. **Profitability**: Historically, Alibaba has been more profitable compared to Pinduoduo. 5. **Risks**: Regulatory scrutiny,","listText":"Choosing between Alibaba (BABA) and Pinduoduo (PDD) depends on various factors including your investment goals, risk tolerance, and outlook on the Chinese e-commerce market. Here's a brief comparison to help you decide: ### Alibaba (BABA) 1. **Market Position**: Alibaba is a giant in the e-commerce sector with a diversified portfolio that includes online retail, cloud computing (Alibaba Cloud), digital media, and entertainment. 2. **Revenue Streams**: It has multiple revenue streams, reducing dependency on any single business line. 3. **Scale and Reach**: Alibaba's vast scale and established infrastructure provide significant advantages in logistics and technology. 4. **Profitability**: Historically, Alibaba has been more profitable compared to Pinduoduo. 5. **Risks**: Regulatory scrutiny,","text":"Choosing between Alibaba (BABA) and Pinduoduo (PDD) depends on various factors including your investment goals, risk tolerance, and outlook on the Chinese e-commerce market. Here's a brief comparison to help you decide: ### Alibaba (BABA) 1. **Market Position**: Alibaba is a giant in the e-commerce sector with a diversified portfolio that includes online retail, cloud computing (Alibaba Cloud), digital media, and entertainment. 2. **Revenue Streams**: It has multiple revenue streams, reducing dependency on any single business line. 3. **Scale and Reach**: Alibaba's vast scale and established infrastructure provide significant advantages in logistics and technology. 4. **Profitability**: Historically, Alibaba has been more profitable compared to Pinduoduo. 5. **Risks**: Regulatory scrutiny,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309735029641352","isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264981375361048,"gmtCreate":1705716744459,"gmtModify":1705716747759,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09618\">$JD-SW(09618)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/09618\">$JD-SW(09618)$ </a>&nbsp;","text":"$JD-SW(09618)$","images":[{"img":"https://community-static.tradeup.com/news/b08c9f29b4e1d0cce9211c909e143abd","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/264981375361048","isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":234417561255944,"gmtCreate":1698239669809,"gmtModify":1698239674676,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"Yes let's do it together&nbsp;","listText":"Yes let's do it together&nbsp;","text":"Yes let's do it together","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234417561255944","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954468502,"gmtCreate":1676557572606,"gmtModify":1676557577178,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954468502","repostId":"9954461204","repostType":1,"repost":{"id":9954461204,"gmtCreate":1676556916708,"gmtModify":1676556921017,"author":{"id":"9000000000000185","authorId":"9000000000000185","name":"moonzo","avatar":"https://static.tigerbbs.com/d051d261da8127d971fe6c05affb8562","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000185","authorIdStr":"9000000000000185"},"themes":[],"htmlText":"\"Google recently showcased its PaLM language model in response to ChatGPT. Its product made a \"mistake\", but I believe this was minor and overblown by the mainstream media.Google's PaLm language model is close to 3 times larger than GPT-3, at a staggering 540 billion parameters, versus GPT-3 at 175 billion parameters.Alphabet's stock is undervalued intrinsically according to my forecasts and discounted cash flow valuation model.\"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>","listText":"\"Google recently showcased its PaLM language model in response to ChatGPT. Its product made a \"mistake\", but I believe this was minor and overblown by the mainstream media.Google's PaLm language model is close to 3 times larger than GPT-3, at a staggering 540 billion parameters, versus GPT-3 at 175 billion parameters.Alphabet's stock is undervalued intrinsically according to my forecasts and discounted cash flow valuation model.\"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>","text":"\"Google recently showcased its PaLM language model in response to ChatGPT. Its product made a \"mistake\", but I believe this was minor and overblown by the mainstream media.Google's PaLm language model is close to 3 times larger than GPT-3, at a staggering 540 billion parameters, versus GPT-3 at 175 billion parameters.Alphabet's stock is undervalued intrinsically according to my forecasts and discounted cash flow valuation model.\"$Alphabet(GOOG)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954461204","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956783034,"gmtCreate":1674200802329,"gmtModify":1676538929946,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956783034","isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966229216,"gmtCreate":1669561851335,"gmtModify":1676538207545,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok//<a href=\"https://laohu8.com/U/3572916667219493\">@Zarkness</a>: Much of it have been priced in","listText":"ok//<a href=\"https://laohu8.com/U/3572916667219493\">@Zarkness</a>: Much of it have been priced in","text":"ok//@Zarkness: Much of it have been priced in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966229216","repostId":"1110767793","repostType":4,"repost":{"id":"1110767793","pubTimestamp":1669522613,"share":"https://ttm.financial/m/news/1110767793?lang=&edition=fundamental","pubTime":"2022-11-27 12:16","market":"us","language":"en","title":"Here's Why We Think SPY And QQQ Risks Are Skewed To The Downside","url":"https://stock-news.laohu8.com/highlight/detail?id=1110767793","media":"Seeking Alpha","summary":"SummaryEquities have been on a gradual climb since the beginning of the fourth quarter, with the SPY","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Equities have been on a gradual climb since the beginning of the fourth quarter, with the SPY up 13% and QQQ up 8% QTD.</li><li>There has also been some cautious optimism among investors on signs of easing inflation and the Fed&#39;s consideration for a moderation in the pace of coming rate hikes.</li><li>However, company fundamentals that were previously resilient are now just starting to show the first signs of cracks, while continued borrowing cost increases will only weigh on valuations further.</li><li>The following deep dive analysis will walk through past economic cycles, valuation theory, and recent economic data to gauge where Fed policy might be headed and the related implications on SPY and QQQ valuations as we head into the new year.</li></ul><p>The S&amp;P 500 (NYSEARCA: SPY/SP500) has gradually climbed more than 12% since the fourth quarter began, and closed at a two-month high during Wednesday&#39;s (November 23) session after a flurry of economic data released in recent weeks pointed to easing price pressures and market slowdown that could harbinger a dovish Fed policy stance over coming months. October CPI and PPI showed a stronger reduction in prices than expected, while recent data on jobless claims, retail sales, and business activity also pointed to a slowdown in demand, especially for discretionary goods.</p><p>Despite hawkish commentary from Fed officials still, investors are responding positively to remarks that the pace of rate hikes might be moderating from the recent slew of jumbo 75 bps increases. This has compounded market optimism on a potential shift on the Fed&#39;s policy tightening trajectory to a more dovish stance, with investors&#39; now focusing more on a potential slowdown in the pace of coming rate hikes than where the terminal rate might land (i.e. when the Fed might actually pivot).</p><p>But from a valuation and fundamental perspective, continued rate hikes are poised to squeeze multiples further into contraction, while ensuing deteriorating of financial conditions put corporate earnings at risk. With slowing demand, and mounting macroeconomic uncertainties over the Fed&#39;s tightening trajectory, when inflation would peak, and whether a recession is imminently still at large, volatility will likely continue to overpower markets. While it is difficult to gauge when exactly markets might bottom as macro deterioration gains momentum, the following analysis will turn to past tightening cycles and inflation environments, as well as basic valuation theory to explore where the market climate stands today and what to potentially expect over coming months.</p><p><b>Recent Economic Overview</b></p><p>The drumbeat for moderating inflation grew after CPI and PPI figures came in lower than expected. October CPI rose7.7% y/yand 0.4% m/m (core +6.3% y/y, +0.3% m/m), marking the &#34;smallest annual advance since the start of the year&#34; and coming in under economist estimates of 7.9% y/y and 0.6% m/m. U.S. PPI also eased in October, advancing 8% y/y(core +6.7% y/) and 0.2% m/m (core 0% m/m) compared with economist estimates of 8.3% y/y and 0.4% m/m. The back-to-back indication of easing price pressures pushed the S&amp;P 500 higher in early November, as markets saw it as an encouraging sign that the Fed might resort to less aggressive tightening in the months ahead and potentially achieve a soft-landing that could be beneficial to the valuation of risky assets that have been roiled across the board this year.</p><p>But investors were quickly sent back to the sidelines after stronger-than-expectedU.S. retail sales data for October indicated that the economy was still running hot, while Fed officials rushed to warn markets that &#34;inflation remains much too high for comfort&#34; and there is &#34;still a long way to go&#34; on keeping decades-high price increases under control. But a deeper look into the drivers of retail sales increases would suggest that consumer purchasing power is starting to feel the pinch of both rising inflation and interest rates, and the volume of sales is likely deteriorating too since the October figure of 1.3% is not adjusted for inflation.</p><p>As discussed in one of our recent coverages, the biggest driver of October&#39;s retail sales growth was on basic necessities like food and energy. Meanwhile, spending on discretionary goods like consumer electronics and apparel saw a marked decline, indicating that consumer purchasing power is waning on the back of surging inflation and tightening financial conditions:</p><blockquote>Meanwhile, retailers of discretionary goods such as apparel, consumer electronics, and sporting goods saw a sales decline of more than 2% over the same period. The results imply continued weakening in consumer purchasing power as inflationary pressures persist, while retailers of discretionary goods are looking to lure buyers ahead of the holiday shopping season with price cuts and steep discounts in an attempt to clear inventories.</blockquote><blockquote>Source: &#34;2 Retail Stocks to Watch After Retail Sales Rose in October - We are Watching Amazon and Apple&#34;</blockquote><p>The shift in consumer behavior in response to mounting macroeconomic uncertainties ahead is also telling of the impending demand slowdown over the coming months. Consumer credit card debt is fast approaching the pre-pandemic peak of $916 billion as of the end of September, and the continuation of this trend is further corroborated by recent observations by retailer Macy&#39;s (M), which saw its customers &#34;building larger balances on credit cards&#34;. The latest data shows that Americans&#39; credit card debt has increased by 15% y/y, the fastest pace in two decades while card borrowing costs topped 19%, a level not seen in 40 years.</p><p>The impending slowdown in demand and spending is further supported by the recent rise in jobless claims and contraction in business activity. U.S. jobless claims topped 240,000 during the week ended November 19th, topping consensus estimates of 225,000 and up from 17,000 in the prior week. The jump was the highest in months, a potential sign that the labor market might be cooling as a result of recent mass layoffs across big tech, though economists are also cautioning effects of seasonal attrition, which introduces a &#34;great deal of volatility into this data&#34;. The U.S. job market has remained stubbornly resilient despite the Fed&#39;s implementation of aggressive tools to slow the economy this year, with the jobless rate still at a 50-year low of3.7%:</p><blockquote>Tech companies represent about 2% of all employment in the country, said Richardson. That compares with 11% for the leisure and hospitality industry, which is still struggling to hire workers, she added.</blockquote><blockquote>Source:Bloomberg</blockquote><blockquote>The broad takeaway is a job market that&#39;s cooling albeit not very quickly. That lines up with Jerome Powell&#39;s characterization earlier this week, when the Fed chair acknowledged conditions haven&#39;t softened yet in an &#34;obvious&#34; way and said the central bank is eyeing a higher peak interest rate than it was two months ago.</blockquote><blockquote>Source:Bloomberg</blockquote><p>But added softness in business activity indicates that even &#34;some of the more resilient parts of the economy&#34; are undoubtedly showing cracks as a result of the Fed&#39;s aggressive policy stance deployed this year. The S&amp;P Global Flash U.S. Composite PMI, which measures activity across the American private sector, saw a &#34;solid contraction&#34; this month. The index reached the &#34;second lowest level&#34; since the onset of the pandemic and imitates the dire business environment in 2009. Managers reported slowing demand and new orders due to the effects of &#34;rising interest rates, economic uncertainty and the lingering effects of still elevated inflation&#34;. Consistent with commentary gathered in the latest third quarter earnings season, promotional offers are gaining momentum across suppliers, factories and service providers to &#34;help boost flagging sales&#34;, which is poised to weigh on private sector earnings over coming months.</p><p>Although easing inflationary pressures is a welcomed sight, recent data points to rapid unravelling of an economy that is likely headed towards recession. Minutes from the FOMC meeting in November indicated that policymakers are now seeing a 50/50 risk of recession within the next year, compared with a more aggressive forecast of65%on Wall Street and as much as100%by a Bloomberg Economics model.</p><p><b>What the Fed Says</b></p><p>Amidst the paradox between recent market optimism and a rapidly deteriorating macro backdrop, the Federal Reserve is sticking to its hawkish policy stance in hopes of preventing an unravelling of the work done to date to quell inflation. Recall Fed Chair Jerome Powell&#39;s stern remarks on managing market expectations during the post-meeting conference in November:</p><blockquote>CHRISTOPHER RUGABER. Great, and just a quick follow. It looks like stock and bond markets are reacting positively to your announcement so far. Is that something you wanted to see? Is that a problem or what-how that might affect your future policy to see this positive reaction?</blockquote><blockquote>CHAIR POWELL. We&#39;re not targeting any one or two particular things. Our message should be-what I&#39;m trying to do is make sure that our message is clear, which is that we think we have a ways to go, we have some ground to cover with interest rates before we get to, before we get to that level of interest rates that we think is sufficiently restrictive…If you look at the-I have a table of the last 12 months of 12-month readings, and there&#39;s really no pattern there. We&#39;re exactly where we were a year ago. So I would also say, it&#39;s premature to discuss pausing. And it&#39;s not something that we&#39;re thinking about. That&#39;s really not a conversation to be had now. We have a ways to go. And the last thing I&#39;ll say is that I would want people to understand our commitment to getting this done and to not making the mistake of not doing enough or the mistake of withdrawing our strong policy and doing that too soon. So those-I control those messages, and that&#39;s my job.</blockquote><blockquote>Source:Transcript of Chair Powell&#39;s Press Conference, November 2, 2022</blockquote><p>And the same policy stance has been proclaimed unanimously across commentary from Fed officials as of late, with many sticking to the narrative that there is still &#34;a long way to go&#34; when it comes to quelling inflation. Despite acknowledging that the &#34;lags with which monetary policy affects economic activity and inflation&#34; are now materializing, which draws the need to start considering a slowdown in the pace of rate hikes, policymakers remain fixed on tightening policy into restrictive territory, nonetheless. The hawkish commentary maintained indicates that &#34;the Fed is likely to lean against easing financial conditions&#34; despite recent data supporting that the economy is slowing. Specifically, a slowing economy is what the Fed essentially wants to ensure inflation is reined in. The intention of continued hawkishness is to prevent markets from mistaking any potential near-term deceleration in the pace of rate increases with a reversal of the economy&#39;s current slowdown.:</p><blockquote>The big picture illustrates that the Fed intends to slow down in order to allow more time for lags to operate and cumulative tightening to date to show up in the data. The hawkish talk from Chair Powell and many Fed officials subsequently is likely intended to provide air cover for the slowing to take place without an excessive easing of financial conditions.</blockquote><blockquote>Source:Bloomberg</blockquote><p><b>What the Past Says</b></p><p>While continued market volatility in the near-term is almost certain, when the market might bottom remains a big question mark. The Fed&#39;s monetary policy tightening campaign implemented this year is the most aggressive in 40-years, but the economy&#39;s relative resilience this time around when compared to the past suggests that some macroeconomic factors have inevitably changed.</p><p>For instance, technology plays a bigger role in today&#39;s economic development, while simpler factors like consumer behavior and the social construct&#39;s role in the global macro economy have also evolved significantly in the past decade alone. The recent COVID pandemic and the ensuing disruptions to businesses and global supply chains has also injected further complexity into today&#39;s macroeconomic conditions compared to past economic downturns, inflationary environments, and monetary policy tightening cycles. Yet, there are also many overlapping similarities between today&#39;s inflationary environment and monetary policy tightening cycles compared to ones in the past that could potentially shed some light on where the economy stands today and what potentially lies ahead.</p><p><b>The &#34;Global Recession&#34; in the 1970s to 1980s</b></p><p><b>Context</b>. Inflation reached double-digits in the U.S. and across major economies during the 1980s. Similar to today&#39;s situation, soaring food and energy prices were culprit to runaway inflation at the time. The back-to-back energy crisis stemming from the Arab oil embargo in the early 1970s and the Iranian Revolution later the same decade, which resulted in a rapid decline in supplies, pushed oil prices up by as much as fourfold at the time.</p><p>Inflation topped 12% in 1974 with the Fed funds rate rising from 7% to 16% by early 1975, pushing the economy into recession. A stark Fed pivot followed with the Fed funds rate cut to 5.25% by April 1975, causing inflation to return while growth remained stagnate. By the time the second energy crisis came around, accommodative policies were deployed by the Fed in hopes of countering unemployment, but backfired by worsening the pace of price increases - inflation rose from below 5% in early 1976 prior to the second energy crisis resulting from the Iranian Revolution, to 7% by 1979. The Federal Funds Rate was pushed from 6.9% to 10% over the same period in hopes of stamping out inflationary pressure without &#34;stifling fragile economic growth&#34; at the time, but to no avail, which led to an extended period of stagflation instead and pushed the economy into recession again.</p><p><b>Timeline of quantitative tightening</b>. The so-called &#34;stop-go policy&#34; during the 1970s came to an end when Paul Volcker took office as Fed Chair in 1979. Volcker made quelling inflation a priority, &#34;even if it came at the detriment of short-term employment&#34;. To some extent, this is similar to Fed Chair Powell&#39;s commitment to arresting decades-high inflation &#34;even if doing so risks an economic downturn&#34;.</p><p>Inflation had already entered double-digits at 11% when Volcker became Fed Chair, while America&#39;s jobless rate was inching close to 6% near the end of the 1970s. Fed rate hikes continued, pushing the economy into deep recession by 1982 with the unemployment rate reaching 11%. Over a three-year span, the Volker-led Fed pushed its benchmark rate as high as 20% and stayed in the double-digit range until inflation had fallen to 5% by late 1982. The Fed pivoted then with rates declining to single-digits, alleviating unemployment from the peak of 11% to 8% by 1983.</p><p><b>S&amp;P 500 Bottom</b>. The S&amp;P 500 traded at single-digit(7.4x to 9.0x) estimated earnings when Volcker led an aggressive quantitative tightening cycle, which was reflective of the lower value of future cash flows. The market subsequently recovered when it became structurally clear that double-digit inflation was put away for good in the latter half of the 1980s.</p><p><b>Policy mistakes</b>. The stop-go monetary policy implemented in the 1970s has been largely viewed as a policy mistake today:</p><blockquote>In the 1970s, the Fed pursued what economists would call &#34;stop-go&#34; monetary policy, which alternated between fighting high unemployment and high inflation. During the &#34;go&#34; periods, the Fed lowered interest rates to loosen the money supply and target lower unemployment. During the &#34;stop&#34; periods, when inflation mounted, the Fed would raise interest rates to reduce inflationary pressure.</blockquote><blockquote>Source:Federal Reserve History</blockquote><p>The on-and-off tightening eventually let inflation and unemployment run loose through the decade. Today, Fed Chair Powell looks to be taking a page from the 1970s on managing risks of runaway inflation, cautioning against a premature loosening of monetary policies even if economic recession is becoming a certain possibility.</p><blockquote>We are not trying to provoke, and I don&#39;t think we will need to provoke, a recession,&#34; Powell said at a hearing before the U.S. Senate Banking Committee, although he acknowledged that a recession was &#34;certainly a possibility&#34; and events in the last few months around the world had made it more difficult to reduce inflation without causing one</blockquote><blockquote>Source:Reuters</blockquote><p><b>Greenspan Tightening 1999 to 2000</b></p><p><b>Context.</b> The Federal Reserve had resorted to monetary easing in 1998 as a pre-emptive measure to shore up U.S. growth&#34;in the face of economic turmoil overseas&#34; at the time, even though unemployment was at a historical low rate of 4.5%. But by 1999, it was clear the U.S. economy was booming, exhibiting a combination of robust consumer demand and job market, while inflation remained in check. This led the Fed to reverse courseunder Alan Greenspan leadership, and aboard a rate hike cycle that consisted of a 175 bps increases in 1999 from 4.75% to 6.5% by mid-2000.</p><p><b>Timeline of quantitative tightening.</b> The 1999 tightening cycle was largely viewed as the Fed&#39;s intention to &#34;protect consumers and financial markets from something it has yet to see - a substantial rise in inflationary pressures&#34;. Inflation was largely flat at the time, while GDP growth almos thalved from 4.3% in the first quarter to 2.3% in the second quarter at the time.</p><p>By mid-2000, the Fed funds rate had reached 6.5%. Coinciding with the dotcom bubble burst that led to severe market instability, fears that continued tightening would slow the U.S. economy into recession had escalated. A Fed pivot ensued with rates cutting back to the 3% range, followed by further reductions in 2001 after the 9-11 World Trade Center terrorist attack that took the Fed funds rate to the 1% range.</p><p><b>S&amp;P 500 Bottom.</b> Over the course of the Greenspan-led &#34;flip-flop on interest rates&#34; between 1999 and 2001, stocks actually sold off even when the Fed pivoted to monetary easing. The selloff continued into late 2002 to levels not seen since 1998.</p><p>Market instability was marked by a combination of lofty valuations in internet stocks that fell to shambles after a slew of fraudulent reporting (cue Enron) and bankruptcies surfaced, underscoring rapid erosion of investors&#39; confidence. The 9-11 terrorist attack also escalated uncertainties over the U.S. economic outlook at the time, adding pressure to the market downturn at the time. The S&amp;P 500 bottomed by late 2002, trading at double-digit (~30x) estimated earnings - a stark contrast to observations in the 1980s - which was consistent with record-low borrowing costs at the time.</p><p><b>Policy mistakes.</b> The low interest rates embraced by Greenspan to arrest market instability and declines was largely known as the &#34;Greenspan put&#34;, which is viewed today as a key factor that led the run-up to the 2008 housing market collapse. The Greenspan put instilled a mentality that the Fed would restore market stability in the event of declines - essentially, moral hazard - which caused &#34;excessive risk-taking in stock markets&#34;. This eventually led to high-flying valuations, particularly in internet stocks, that crashed in the 2000s. Similar happened again when financial markets collapsed in 2008.</p><p><b>The &#34;Great Recession&#34; of 2007 to 2009 and the 2008 Financial Crisis</b></p><p><b>Context.</b> Rate hikes resumed under Greenspan&#39;s leadership in 2004 when GDP growth was pushing 4% while inflation was at 2.7% and unemployment at 5.4%, showing signs of an overheating economy. Interest rates rose from 1.0% to 5.25% over the course of 17 incremental hikes between 2004 and 2006, when inflation surpassed 3%.</p><p>By 2007, GDP growth had fallen to 2%, and deteriorated rapidly to 0.1% the following year with unemployment surpassing 7% and inflation pushing 4%. The U.S. economy had effectively entered recession at the time, with unemployment reaching 10% by late 2009 fuelled by the housing bubble burst in 2008 (i.e. 2008 financial crisis). The S&amp;P 500 fell 57% over the same period, wiping out close to$15 trillion in American&#39;s net worth.</p><p><b>Timeline of quantitative tightening.</b> The 2004 to 2006 tightening cycle peaked with the Fed funds rate at 5.25%, but was insufficient in stamping out inflation and keeping unemployment at bay. This effectively drove the U.S. economy into recession by 2007, with a combination of fiscal and monetary policy easing implemented under the leadership of then-president George W. Bush and then-Fed-Chair Ben Bernanke with aims of shoring up the economy. The 2008 financial crisis ensuing from the housing bubble burst that left &#34;trillions of dollars of worthless investments in subprime mortgages&#34; also compounded pains.</p><p>By the end of 2008, the Fed funds rate had already been cut to the0% to 0.25%range to stem the economy from unravelling further. The FOMC had intended to keep the Fed funds rate &#34;at exceptionally low levels for some time and then for an extended period&#34; at the time, and the near-zero range eventually held until 2015. Monetary policy under Bernanke&#39;s leadership was focused on the &#34;use [of the FOMC&#39;s] policy statement to provide forward guidance for the federal funds rate&#34;, which helped manage market&#39;s understanding of economic and financial conditions during the Great Recession.</p><p>The Fed also implemented &#34;large scale asset purchase&#34; (&#34;LSAP&#34;) programs at the time to ensure &#34;longer-term public and private borrowing rates&#34; were kept at low levels in alignment with the near-zero Fed funds rate. This included the Fed&#39;s buyback of mortgage-backed securities (&#34;MBS&#34;) and Treasuries at the time to &#34;reduce the cost and increase the availability of credit for home purchases&#34; - a detrimental corner of the market during the financial crisis. The LSAP program is also similar to the MBS and Treasury buybacks implemented by the Fed at the onset of the COVID pandemic in2020to &#34;help ensure chaotic markets function properly [and] ensure credit flows to corporations as well as state and local governments&#34;.</p><p><b>S&amp;P 500 Bottom.</b> The S&amp;P 500 fell 57% between October 2007 and March 2009, though the economy remained weak with unemployment still on the run towards 9.5% in June 2009 before peaking at 10% in October 2009. The index was trading at more than 70x estimated earnings at its trough in March 2009, which was consistent with the hit on corporate fundamental performance across the board, as well as record-low borrowing costs at the 0% to 0.25% range. The valuation multiple moderated to the 20x-range of forward earnings by 2010 as corporate fundamentals started to recover, while the Fed funds rate was held steady at the near-zero range.</p><p><b>Policy mistakes.</b> As discussed in the earlier section, the housing bubble burst that also contributed to the Global Recession from 2007 to 2009 was likely partially driven by market moral hazard instilled by the Greenspan put. Recall that Bernanke also sought to rapid rate cuts between 2007 and 2008 in response to deteriorating macro conditions and the sliding market, adopting a similar strategy as Greenspan that &#34;may have been a catalyst contributing to the conditions of the 2008 financial crisis&#34;.</p><p>However, Bernanke&#39;s subsequent adherence to low interest rates for an extended period, as well as bank bailouts that cost as much as$700 billion, and other monetary easing policies such as the LSAP program ($1.75 trillion) was key to the long, yet stable market recovery in the years that followed.</p><p><b>The COVID Pandemic</b></p><p><b>Context.</b> Fed rate hikes resumed in 2015 under Fed Chair Janet Yellen after economic growth showed an extended period of stabilization in the 2% range, while inflation was flat with unemployment at 5%. The hikes continued even after Jerome Powell took over as Fed Chair in 2018 until the Fed funds rate reached 2.5% by the end of the same year.</p><p><b>Timeline of quantitative tightening.</b> The Federal Reserve resumed monetary policy tightening in 2015 upon evidence of &#34;improvement in the labor market [and reasonable confidence] that inflation would move back to its 2% objective over the medium term&#34;. As mentioned in the earlier section, unemployment had fallen to 5% in 2015 from the peak of 10% during late 2009. The intention was to pursue rate hikes while also maintaining an accommodative policy stance to &#34;support further improvement in labor market conditions and a return to 2% inflation&#34;.</p><p>The Fed pivoted to rate cuts by the summer of 2019 after the global equity market lost close to $7 trillion of its value by the end of 2018. However, GDP maintained at the 2%-range at the time, while unemployment was at 3.5% and inflation inched up to 1.9%, which stoked concerns of an eventual economic downturn. Rates were cut from the peak of 2.5% in late 2018 to 1.75% by late 2019. Rapid easing took place with rates sliding to the 0% to 0.25% range at the onset of the COVID pandemic in March 2020.</p><p><b>S&amp;P 500 Bottom.</b> More than $7 trillion in global market value was lost in 2018, with the S&amp;P 500 giving up close to 10% of its value (or almost 18% from the 2018 peak in September) before finding bottom near year-end. The index was trading at about 20x forward earnings at the time, which was consistent with rising, yet still low, interest rates at the time, relative to past financial crises.</p><p><b>Policy mistakes</b>. Market critics have viewed the 2015 rate hike cycle as &#34;premature&#34;, given inflation was still struggling to climb back towards the 2% Fed target at the time. It was not until 2018 when inflation topped 2%, which also coincided with market&#39;s negative reaction to rising borrowing costs following the preceding years of a near-zero Fed funds rate.</p><p><b>What Exactly is Valuation Composed of?</b></p><p>Before drawing on past economic cycles to gauge forward expectations, we turn to basic valuation theory to understand the interaction between key driving factors, including interest rates, inflation, unemployment and GDP. Most of the time, when we think of valuation, we think of the fundamental leg (e.g. growth, earnings, cash flows, etc.) and the valuation multiple (which is influenced by cost of capital / discount rate). But in economic theory, valuation can also be split into the following two components: steady-state firm value + future value creation.</p><p><b>Steady-State Firm Value</b></p><p>The steady-state value is defined as the value of the firm when &#34;NOPAT (net operating profit after tax) is sustainable indefinitely and incremental investments will neither add, nor subtract, value&#34;. This does not necessarily mean the point at which a company grows at 0% forever, but rather the point of growth that stays constant regardless of whether incremental investments are made (i.e. it could be a steady-state perpetual growth or declining rate).</p><p><img src=\"https://static.tigerbbs.com/578dbfd401111f95b82426bc244ff6c8\" tg-width=\"640\" tg-height=\"67\" referrerpolicy=\"no-referrer\"/></p><p>Steady-State Value Formula (Valuation Theory)</p><p>One way to depict steady-state value is via the steady-state firm value P/E ratio, which is defined as 1 divided by cost of capital:</p><blockquote>A company can continue to grow earnings as it invests at the cost of capital. It will just fail to create value, and hence should trade at its steady-state worth. We can readily translate from the steady-state value to a steady-state price-earnings multiple, which is the reciprocal of the cost of [capital].</blockquote><blockquote>Source:Credit Suisse</blockquote><p>The intuition is to find the valuation multiple (i.e. P/E ratio, in this case) reflective of the point at which continued investments at the cost of capital will continue to drive earnings growth, but not necessarily yield any incremental value creation, and hence stay at a steady-state of &#34;1&#34;.</p><p>To gauge where the market&#39;s steady-state value might be headed, we turn to key driving factor, cost of capital. Cost of capital is essentially the borrowing cost, which can be benchmarked against the Fed funds rate. Based on an understanding of past economic cycles, the Federal Reserve today is likely leaning towards the Volcker era, with a sprinkle of Bernanke.</p><p>What this means is that the Fed&#39;s commitment to taming inflation - even if it comes at the cost of some near-term economic pain - will eventually lead to more rate hikes in coming months, especially as inflation today remains far from the 2% target. This is consistent with the growing drumbeat of calls by Fed officials to raise rates into &#34;restrictive territory&#34; and holding it there until there is structural evidence inflation is back on track towards the committee&#39;s target range. To prevent further policy mistakes (we say &#34;further&#34; since the whole &#34;transitory inflation&#34; narrative last year obviously did not work out), responding to recent signs of slowing demand with a Fed pivot is essentially off the table, as implementing such as policy would likely be begging for a repeat of the &#34;stop-go&#34; disaster in the 1970s before Volcker. At best, the Fed will likely stick to what it has been doing at recent meetings - setting clean and clear forward expectations for markets like Bernanke had. In today&#39;s case, this means there will be more tightening in financial conditions that could potentially push the terminal rate higher, while keeping in mind of the &#34;effects of lags in monetary policy&#34; and start considering a moderation in the pace of coming rate hikes.</p><p>Traders are largely expecting a moderation in the pace of rate hikes from the jumbo 75 bps seen over the summer and fall, to a half-point increase at the coming December meeting, which would bring the Fed funds rate range from the current 3.75% to 4%, to 4.25% to 4.5%. The terminal rate is expected to reach 5% to 5.25%based on current prices on 1H23 Fed swaps. Substituting the estimated terminal rate of about 5% plus an additional percentage point to account for forward market risk premium (reflective of difference between 1-year Treasury yield of about 4.75% today and the current Fed funds rate range of 3.75% and 4%) as proxy for market cost of capital in gauging the steady-state firm value P/E ratio would yield about 17x. The S&amp;P 500, which can be viewed as a proxy for the weighted average of its constituents&#39; respective valuations, currently trades at about 20x estimated earnings. If market steady-state firm value is to be adjusted as a result of continued Fed policy tightening, the S&amp;P 500 could potentially move another leg lower by as much as 15% between now and when the Fed funds rate peaks in the current tightening cycle, which is estimated to occur by mid-2023.</p><p>But there are a myriad of other factors that could impact where the so-called steady-state firm value is headed as Fed tightening continues over coming months, including economic growth and investor sentiment on a broader basis. This is consistent with the observation discussed in earlier sections that market bottomed in March 2009 even though the economy continued to deteriorate with unemployment hitting trough at 10% seven months later in October 2009. This could both be reflective of the fact that market is forward looking (or priced at estimated earnings and forward macro expectations) and/or the lag effect in which monetary policy works, among other factors. What this essentially means is that while rate hikes are expected to peak by mid-2023, it does not necessarily mean that is also when the market will bottom. But nonetheless, even if it is almost impossible to gauge the exact timing, it is more likely that not that the market is skewed towards further downside risks through the first quarter of 2023 at the minimum.</p><p>In addition to the steady-state P/E ratio method, the Gordon growth model is another way to gauge steady-state firm value.</p><p><img src=\"https://static.tigerbbs.com/97b0f365e67a424db79cb49516d8b5f7\" tg-width=\"640\" tg-height=\"74\" referrerpolicy=\"no-referrer\"/></p><p>Gordon Growth Model (Valuation Theory)</p><p>The key assumption here other than cost of capital is GDP growth. GDP growth is typically used as a key benchmark to gauge the implied perpetual growth of a company, with addition consideration of the maturity of its industry as well as other company-specific factors such as market leadership, competitive advantages, and/or market share:</p><blockquote>Companies operating in industries that are higher growth in nature are typically valued at a perpetual growth rate closer to or more than GDP, given their greater contributions to economic growth. Alternatively, companies operating in lower growth and/or mature industries are typically allocated a lower perpetual growth rate.</blockquote><blockquote>Source: &#34;Shorting Tesla: Bridging Lofty Valuations to Economics&#34;</blockquote><p>As discussed in the earlier section, demand is likely to show a marked slowdown in coming months as consumer purchasing power wanes, especially if unemployment worsens, which will lead to further deteriorating in economic growth. Even though the labor market has remained largely resilient despite the recent slew of high-paid tech layoffs (accounts foronly ~2%of total U.S. employment), consumer weakness is expected to tame demand further and eventually hit corporate earnings, potentially resulting in more cost-driven job cuts. This is further corroborated by the gradual uptick in recent jobless claimsas well as jobless rate to &#34;3.7%from a more than five-decade low&#34;. This means GDP is likely to slow as interest rates increase, widening the spread between cost of capital and growth in the denominator of the Gordon growth model, and inadvertently, diminishing the steady-state firm value.</p><p><b>Future Value Creation Premium</b></p><p>The future value creation premium accounts for the incremental value that additional investments at the cost of capital would earn (i.e. return on capital), and also takes into consideration the time period in which this value-creating opportunity would last.</p><p><img src=\"https://static.tigerbbs.com/08bfdfec8d89633ac41365f0fcd39554\" tg-width=\"640\" tg-height=\"48\" referrerpolicy=\"no-referrer\"/></p><p>Future Value Creation Formula (Valuation Theory)</p><p>This is essentially a premium to the steady-state firm value, and explains the lofty valuations relative to broader markets observed in certain stocks, such as Apple(AAPL), Tesla(TSLA) and Snowflake(SNOW), today. Admittedly, these companies have either or all of outperforming balance sheets, profit margins, and/or growth prospects relative to peers, but not all are valued in proportion to the mean growth-valuation ratio observed among their respective peer groups.</p><p>In addition to the &#34;competitive advantage period&#34;, which measures the anticipated time period in which the added value-creating opportunity would last, key assumptions in deriving future value creation premium is return on capital and cost of capital. And return on capital can be substituted by anticipated economic expansion, or GDP growth - when the economy is good, growth and profit margins will likely perform better, and vice versa. But as discussed in the earlier section, GDP growth is likely skewed to the downside within the foreseeable future as demand continues to slow and profit margins get squeezed as a result of high input costs, and near-term requirements for more-than-usual promotional offers to offload excess product inventories.</p><p>Paired with the anticipation for greater increases to the cost of capital as a result of Fed hawkishness that will more likely than not continue for a while longer, the cost-return spread in the numerator of the future value creation component of valuation is poised to narrow. And as cost of capital continues to increase, the denominator will also expand, hence diminishing the future value creation component of broader market valuations, which corroborates the expectation for more downside potential within the near-term.</p><p><b>Implications for the S&amp;P 500 and Nasdaq 100 - Is the Bottom Near?</b></p><p>Based on valuation theory, and the anticipation for sustained hawkish Fed sentiment drawn from historical observations, the broader market is likely to see further volatility ahead as valuations adjust to rising rates and declining demand. While the timing at which markets will bottom remains uncertain, we are of the view that company fundamentals are only just starting to feel the impact of consumer weakness, which points to further value erosion through 1H23.</p><p>Specifically, consumer spending has remained resilient through the first half of 2022 despite deteriorating sentiment due to surging inflation and rising borrowing costs. But headed into the first half of the fourth quarter, declining business activity and warnings of a marked slowdown among consumer-centric industries such as retail underscore that waning consumer sentiment is now really materializing into real weakness. This is further supported by the consistent drop in American household savings and rise in credit card debt, among other observations, discussed earlier on in this analysis.</p><p>And a specific note to the tech-heavy Nasdaq 100 (NASDAQ: QQQ/NDX), constituents&#39; valuations are likely to be hit harder compared to those in the S&amp;P 500 given their cash flows are further out (with some still in pre-revenue phase and/or unprofitable) from realization and subject to a heavier discount as costs of capital increase. The index also consists of constituents with some of the biggest valuation premiums given lofty forward growth expectations previously priced in that may not materialize as expected within the foreseeable future, thus pointing to greater vulnerability to downside risks ahead.</p><p>And given risks of further macro deterioration are now skewed higher with recent economic data pointing to a moderation in the labor market, while monetary policy tightening continues to flow through different corners of the economy, the ensuing rise in the likelihood of a recession will likely take the market a leg lower through the first half of 2023, even if we start to see structural easing in price pressures.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's Why We Think SPY And QQQ Risks Are Skewed To The Downside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's Why We Think SPY And QQQ Risks Are Skewed To The Downside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-27 12:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560523-heres-why-we-think-spy-and-qqq-risks-are-skewed-to-the-downside><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryEquities have been on a gradual climb since the beginning of the fourth quarter, with the SPY up 13% and QQQ up 8% QTD.There has also been some cautious optimism among investors on signs of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560523-heres-why-we-think-spy-and-qqq-risks-are-skewed-to-the-downside\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF","QQQ":"纳指100ETF"},"source_url":"https://seekingalpha.com/article/4560523-heres-why-we-think-spy-and-qqq-risks-are-skewed-to-the-downside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110767793","content_text":"SummaryEquities have been on a gradual climb since the beginning of the fourth quarter, with the SPY up 13% and QQQ up 8% QTD.There has also been some cautious optimism among investors on signs of easing inflation and the Fed's consideration for a moderation in the pace of coming rate hikes.However, company fundamentals that were previously resilient are now just starting to show the first signs of cracks, while continued borrowing cost increases will only weigh on valuations further.The following deep dive analysis will walk through past economic cycles, valuation theory, and recent economic data to gauge where Fed policy might be headed and the related implications on SPY and QQQ valuations as we head into the new year.The S&P 500 (NYSEARCA: SPY/SP500) has gradually climbed more than 12% since the fourth quarter began, and closed at a two-month high during Wednesday's (November 23) session after a flurry of economic data released in recent weeks pointed to easing price pressures and market slowdown that could harbinger a dovish Fed policy stance over coming months. October CPI and PPI showed a stronger reduction in prices than expected, while recent data on jobless claims, retail sales, and business activity also pointed to a slowdown in demand, especially for discretionary goods.Despite hawkish commentary from Fed officials still, investors are responding positively to remarks that the pace of rate hikes might be moderating from the recent slew of jumbo 75 bps increases. This has compounded market optimism on a potential shift on the Fed's policy tightening trajectory to a more dovish stance, with investors' now focusing more on a potential slowdown in the pace of coming rate hikes than where the terminal rate might land (i.e. when the Fed might actually pivot).But from a valuation and fundamental perspective, continued rate hikes are poised to squeeze multiples further into contraction, while ensuing deteriorating of financial conditions put corporate earnings at risk. With slowing demand, and mounting macroeconomic uncertainties over the Fed's tightening trajectory, when inflation would peak, and whether a recession is imminently still at large, volatility will likely continue to overpower markets. While it is difficult to gauge when exactly markets might bottom as macro deterioration gains momentum, the following analysis will turn to past tightening cycles and inflation environments, as well as basic valuation theory to explore where the market climate stands today and what to potentially expect over coming months.Recent Economic OverviewThe drumbeat for moderating inflation grew after CPI and PPI figures came in lower than expected. October CPI rose7.7% y/yand 0.4% m/m (core +6.3% y/y, +0.3% m/m), marking the \"smallest annual advance since the start of the year\" and coming in under economist estimates of 7.9% y/y and 0.6% m/m. U.S. PPI also eased in October, advancing 8% y/y(core +6.7% y/) and 0.2% m/m (core 0% m/m) compared with economist estimates of 8.3% y/y and 0.4% m/m. The back-to-back indication of easing price pressures pushed the S&P 500 higher in early November, as markets saw it as an encouraging sign that the Fed might resort to less aggressive tightening in the months ahead and potentially achieve a soft-landing that could be beneficial to the valuation of risky assets that have been roiled across the board this year.But investors were quickly sent back to the sidelines after stronger-than-expectedU.S. retail sales data for October indicated that the economy was still running hot, while Fed officials rushed to warn markets that \"inflation remains much too high for comfort\" and there is \"still a long way to go\" on keeping decades-high price increases under control. But a deeper look into the drivers of retail sales increases would suggest that consumer purchasing power is starting to feel the pinch of both rising inflation and interest rates, and the volume of sales is likely deteriorating too since the October figure of 1.3% is not adjusted for inflation.As discussed in one of our recent coverages, the biggest driver of October's retail sales growth was on basic necessities like food and energy. Meanwhile, spending on discretionary goods like consumer electronics and apparel saw a marked decline, indicating that consumer purchasing power is waning on the back of surging inflation and tightening financial conditions:Meanwhile, retailers of discretionary goods such as apparel, consumer electronics, and sporting goods saw a sales decline of more than 2% over the same period. The results imply continued weakening in consumer purchasing power as inflationary pressures persist, while retailers of discretionary goods are looking to lure buyers ahead of the holiday shopping season with price cuts and steep discounts in an attempt to clear inventories.Source: \"2 Retail Stocks to Watch After Retail Sales Rose in October - We are Watching Amazon and Apple\"The shift in consumer behavior in response to mounting macroeconomic uncertainties ahead is also telling of the impending demand slowdown over the coming months. Consumer credit card debt is fast approaching the pre-pandemic peak of $916 billion as of the end of September, and the continuation of this trend is further corroborated by recent observations by retailer Macy's (M), which saw its customers \"building larger balances on credit cards\". The latest data shows that Americans' credit card debt has increased by 15% y/y, the fastest pace in two decades while card borrowing costs topped 19%, a level not seen in 40 years.The impending slowdown in demand and spending is further supported by the recent rise in jobless claims and contraction in business activity. U.S. jobless claims topped 240,000 during the week ended November 19th, topping consensus estimates of 225,000 and up from 17,000 in the prior week. The jump was the highest in months, a potential sign that the labor market might be cooling as a result of recent mass layoffs across big tech, though economists are also cautioning effects of seasonal attrition, which introduces a \"great deal of volatility into this data\". The U.S. job market has remained stubbornly resilient despite the Fed's implementation of aggressive tools to slow the economy this year, with the jobless rate still at a 50-year low of3.7%:Tech companies represent about 2% of all employment in the country, said Richardson. That compares with 11% for the leisure and hospitality industry, which is still struggling to hire workers, she added.Source:BloombergThe broad takeaway is a job market that's cooling albeit not very quickly. That lines up with Jerome Powell's characterization earlier this week, when the Fed chair acknowledged conditions haven't softened yet in an \"obvious\" way and said the central bank is eyeing a higher peak interest rate than it was two months ago.Source:BloombergBut added softness in business activity indicates that even \"some of the more resilient parts of the economy\" are undoubtedly showing cracks as a result of the Fed's aggressive policy stance deployed this year. The S&P Global Flash U.S. Composite PMI, which measures activity across the American private sector, saw a \"solid contraction\" this month. The index reached the \"second lowest level\" since the onset of the pandemic and imitates the dire business environment in 2009. Managers reported slowing demand and new orders due to the effects of \"rising interest rates, economic uncertainty and the lingering effects of still elevated inflation\". Consistent with commentary gathered in the latest third quarter earnings season, promotional offers are gaining momentum across suppliers, factories and service providers to \"help boost flagging sales\", which is poised to weigh on private sector earnings over coming months.Although easing inflationary pressures is a welcomed sight, recent data points to rapid unravelling of an economy that is likely headed towards recession. Minutes from the FOMC meeting in November indicated that policymakers are now seeing a 50/50 risk of recession within the next year, compared with a more aggressive forecast of65%on Wall Street and as much as100%by a Bloomberg Economics model.What the Fed SaysAmidst the paradox between recent market optimism and a rapidly deteriorating macro backdrop, the Federal Reserve is sticking to its hawkish policy stance in hopes of preventing an unravelling of the work done to date to quell inflation. Recall Fed Chair Jerome Powell's stern remarks on managing market expectations during the post-meeting conference in November:CHRISTOPHER RUGABER. Great, and just a quick follow. It looks like stock and bond markets are reacting positively to your announcement so far. Is that something you wanted to see? Is that a problem or what-how that might affect your future policy to see this positive reaction?CHAIR POWELL. We're not targeting any one or two particular things. Our message should be-what I'm trying to do is make sure that our message is clear, which is that we think we have a ways to go, we have some ground to cover with interest rates before we get to, before we get to that level of interest rates that we think is sufficiently restrictive…If you look at the-I have a table of the last 12 months of 12-month readings, and there's really no pattern there. We're exactly where we were a year ago. So I would also say, it's premature to discuss pausing. And it's not something that we're thinking about. That's really not a conversation to be had now. We have a ways to go. And the last thing I'll say is that I would want people to understand our commitment to getting this done and to not making the mistake of not doing enough or the mistake of withdrawing our strong policy and doing that too soon. So those-I control those messages, and that's my job.Source:Transcript of Chair Powell's Press Conference, November 2, 2022And the same policy stance has been proclaimed unanimously across commentary from Fed officials as of late, with many sticking to the narrative that there is still \"a long way to go\" when it comes to quelling inflation. Despite acknowledging that the \"lags with which monetary policy affects economic activity and inflation\" are now materializing, which draws the need to start considering a slowdown in the pace of rate hikes, policymakers remain fixed on tightening policy into restrictive territory, nonetheless. The hawkish commentary maintained indicates that \"the Fed is likely to lean against easing financial conditions\" despite recent data supporting that the economy is slowing. Specifically, a slowing economy is what the Fed essentially wants to ensure inflation is reined in. The intention of continued hawkishness is to prevent markets from mistaking any potential near-term deceleration in the pace of rate increases with a reversal of the economy's current slowdown.:The big picture illustrates that the Fed intends to slow down in order to allow more time for lags to operate and cumulative tightening to date to show up in the data. The hawkish talk from Chair Powell and many Fed officials subsequently is likely intended to provide air cover for the slowing to take place without an excessive easing of financial conditions.Source:BloombergWhat the Past SaysWhile continued market volatility in the near-term is almost certain, when the market might bottom remains a big question mark. The Fed's monetary policy tightening campaign implemented this year is the most aggressive in 40-years, but the economy's relative resilience this time around when compared to the past suggests that some macroeconomic factors have inevitably changed.For instance, technology plays a bigger role in today's economic development, while simpler factors like consumer behavior and the social construct's role in the global macro economy have also evolved significantly in the past decade alone. The recent COVID pandemic and the ensuing disruptions to businesses and global supply chains has also injected further complexity into today's macroeconomic conditions compared to past economic downturns, inflationary environments, and monetary policy tightening cycles. Yet, there are also many overlapping similarities between today's inflationary environment and monetary policy tightening cycles compared to ones in the past that could potentially shed some light on where the economy stands today and what potentially lies ahead.The \"Global Recession\" in the 1970s to 1980sContext. Inflation reached double-digits in the U.S. and across major economies during the 1980s. Similar to today's situation, soaring food and energy prices were culprit to runaway inflation at the time. The back-to-back energy crisis stemming from the Arab oil embargo in the early 1970s and the Iranian Revolution later the same decade, which resulted in a rapid decline in supplies, pushed oil prices up by as much as fourfold at the time.Inflation topped 12% in 1974 with the Fed funds rate rising from 7% to 16% by early 1975, pushing the economy into recession. A stark Fed pivot followed with the Fed funds rate cut to 5.25% by April 1975, causing inflation to return while growth remained stagnate. By the time the second energy crisis came around, accommodative policies were deployed by the Fed in hopes of countering unemployment, but backfired by worsening the pace of price increases - inflation rose from below 5% in early 1976 prior to the second energy crisis resulting from the Iranian Revolution, to 7% by 1979. The Federal Funds Rate was pushed from 6.9% to 10% over the same period in hopes of stamping out inflationary pressure without \"stifling fragile economic growth\" at the time, but to no avail, which led to an extended period of stagflation instead and pushed the economy into recession again.Timeline of quantitative tightening. The so-called \"stop-go policy\" during the 1970s came to an end when Paul Volcker took office as Fed Chair in 1979. Volcker made quelling inflation a priority, \"even if it came at the detriment of short-term employment\". To some extent, this is similar to Fed Chair Powell's commitment to arresting decades-high inflation \"even if doing so risks an economic downturn\".Inflation had already entered double-digits at 11% when Volcker became Fed Chair, while America's jobless rate was inching close to 6% near the end of the 1970s. Fed rate hikes continued, pushing the economy into deep recession by 1982 with the unemployment rate reaching 11%. Over a three-year span, the Volker-led Fed pushed its benchmark rate as high as 20% and stayed in the double-digit range until inflation had fallen to 5% by late 1982. The Fed pivoted then with rates declining to single-digits, alleviating unemployment from the peak of 11% to 8% by 1983.S&P 500 Bottom. The S&P 500 traded at single-digit(7.4x to 9.0x) estimated earnings when Volcker led an aggressive quantitative tightening cycle, which was reflective of the lower value of future cash flows. The market subsequently recovered when it became structurally clear that double-digit inflation was put away for good in the latter half of the 1980s.Policy mistakes. The stop-go monetary policy implemented in the 1970s has been largely viewed as a policy mistake today:In the 1970s, the Fed pursued what economists would call \"stop-go\" monetary policy, which alternated between fighting high unemployment and high inflation. During the \"go\" periods, the Fed lowered interest rates to loosen the money supply and target lower unemployment. During the \"stop\" periods, when inflation mounted, the Fed would raise interest rates to reduce inflationary pressure.Source:Federal Reserve HistoryThe on-and-off tightening eventually let inflation and unemployment run loose through the decade. Today, Fed Chair Powell looks to be taking a page from the 1970s on managing risks of runaway inflation, cautioning against a premature loosening of monetary policies even if economic recession is becoming a certain possibility.We are not trying to provoke, and I don't think we will need to provoke, a recession,\" Powell said at a hearing before the U.S. Senate Banking Committee, although he acknowledged that a recession was \"certainly a possibility\" and events in the last few months around the world had made it more difficult to reduce inflation without causing oneSource:ReutersGreenspan Tightening 1999 to 2000Context. The Federal Reserve had resorted to monetary easing in 1998 as a pre-emptive measure to shore up U.S. growth\"in the face of economic turmoil overseas\" at the time, even though unemployment was at a historical low rate of 4.5%. But by 1999, it was clear the U.S. economy was booming, exhibiting a combination of robust consumer demand and job market, while inflation remained in check. This led the Fed to reverse courseunder Alan Greenspan leadership, and aboard a rate hike cycle that consisted of a 175 bps increases in 1999 from 4.75% to 6.5% by mid-2000.Timeline of quantitative tightening. The 1999 tightening cycle was largely viewed as the Fed's intention to \"protect consumers and financial markets from something it has yet to see - a substantial rise in inflationary pressures\". Inflation was largely flat at the time, while GDP growth almos thalved from 4.3% in the first quarter to 2.3% in the second quarter at the time.By mid-2000, the Fed funds rate had reached 6.5%. Coinciding with the dotcom bubble burst that led to severe market instability, fears that continued tightening would slow the U.S. economy into recession had escalated. A Fed pivot ensued with rates cutting back to the 3% range, followed by further reductions in 2001 after the 9-11 World Trade Center terrorist attack that took the Fed funds rate to the 1% range.S&P 500 Bottom. Over the course of the Greenspan-led \"flip-flop on interest rates\" between 1999 and 2001, stocks actually sold off even when the Fed pivoted to monetary easing. The selloff continued into late 2002 to levels not seen since 1998.Market instability was marked by a combination of lofty valuations in internet stocks that fell to shambles after a slew of fraudulent reporting (cue Enron) and bankruptcies surfaced, underscoring rapid erosion of investors' confidence. The 9-11 terrorist attack also escalated uncertainties over the U.S. economic outlook at the time, adding pressure to the market downturn at the time. The S&P 500 bottomed by late 2002, trading at double-digit (~30x) estimated earnings - a stark contrast to observations in the 1980s - which was consistent with record-low borrowing costs at the time.Policy mistakes. The low interest rates embraced by Greenspan to arrest market instability and declines was largely known as the \"Greenspan put\", which is viewed today as a key factor that led the run-up to the 2008 housing market collapse. The Greenspan put instilled a mentality that the Fed would restore market stability in the event of declines - essentially, moral hazard - which caused \"excessive risk-taking in stock markets\". This eventually led to high-flying valuations, particularly in internet stocks, that crashed in the 2000s. Similar happened again when financial markets collapsed in 2008.The \"Great Recession\" of 2007 to 2009 and the 2008 Financial CrisisContext. Rate hikes resumed under Greenspan's leadership in 2004 when GDP growth was pushing 4% while inflation was at 2.7% and unemployment at 5.4%, showing signs of an overheating economy. Interest rates rose from 1.0% to 5.25% over the course of 17 incremental hikes between 2004 and 2006, when inflation surpassed 3%.By 2007, GDP growth had fallen to 2%, and deteriorated rapidly to 0.1% the following year with unemployment surpassing 7% and inflation pushing 4%. The U.S. economy had effectively entered recession at the time, with unemployment reaching 10% by late 2009 fuelled by the housing bubble burst in 2008 (i.e. 2008 financial crisis). The S&P 500 fell 57% over the same period, wiping out close to$15 trillion in American's net worth.Timeline of quantitative tightening. The 2004 to 2006 tightening cycle peaked with the Fed funds rate at 5.25%, but was insufficient in stamping out inflation and keeping unemployment at bay. This effectively drove the U.S. economy into recession by 2007, with a combination of fiscal and monetary policy easing implemented under the leadership of then-president George W. Bush and then-Fed-Chair Ben Bernanke with aims of shoring up the economy. The 2008 financial crisis ensuing from the housing bubble burst that left \"trillions of dollars of worthless investments in subprime mortgages\" also compounded pains.By the end of 2008, the Fed funds rate had already been cut to the0% to 0.25%range to stem the economy from unravelling further. The FOMC had intended to keep the Fed funds rate \"at exceptionally low levels for some time and then for an extended period\" at the time, and the near-zero range eventually held until 2015. Monetary policy under Bernanke's leadership was focused on the \"use [of the FOMC's] policy statement to provide forward guidance for the federal funds rate\", which helped manage market's understanding of economic and financial conditions during the Great Recession.The Fed also implemented \"large scale asset purchase\" (\"LSAP\") programs at the time to ensure \"longer-term public and private borrowing rates\" were kept at low levels in alignment with the near-zero Fed funds rate. This included the Fed's buyback of mortgage-backed securities (\"MBS\") and Treasuries at the time to \"reduce the cost and increase the availability of credit for home purchases\" - a detrimental corner of the market during the financial crisis. The LSAP program is also similar to the MBS and Treasury buybacks implemented by the Fed at the onset of the COVID pandemic in2020to \"help ensure chaotic markets function properly [and] ensure credit flows to corporations as well as state and local governments\".S&P 500 Bottom. The S&P 500 fell 57% between October 2007 and March 2009, though the economy remained weak with unemployment still on the run towards 9.5% in June 2009 before peaking at 10% in October 2009. The index was trading at more than 70x estimated earnings at its trough in March 2009, which was consistent with the hit on corporate fundamental performance across the board, as well as record-low borrowing costs at the 0% to 0.25% range. The valuation multiple moderated to the 20x-range of forward earnings by 2010 as corporate fundamentals started to recover, while the Fed funds rate was held steady at the near-zero range.Policy mistakes. As discussed in the earlier section, the housing bubble burst that also contributed to the Global Recession from 2007 to 2009 was likely partially driven by market moral hazard instilled by the Greenspan put. Recall that Bernanke also sought to rapid rate cuts between 2007 and 2008 in response to deteriorating macro conditions and the sliding market, adopting a similar strategy as Greenspan that \"may have been a catalyst contributing to the conditions of the 2008 financial crisis\".However, Bernanke's subsequent adherence to low interest rates for an extended period, as well as bank bailouts that cost as much as$700 billion, and other monetary easing policies such as the LSAP program ($1.75 trillion) was key to the long, yet stable market recovery in the years that followed.The COVID PandemicContext. Fed rate hikes resumed in 2015 under Fed Chair Janet Yellen after economic growth showed an extended period of stabilization in the 2% range, while inflation was flat with unemployment at 5%. The hikes continued even after Jerome Powell took over as Fed Chair in 2018 until the Fed funds rate reached 2.5% by the end of the same year.Timeline of quantitative tightening. The Federal Reserve resumed monetary policy tightening in 2015 upon evidence of \"improvement in the labor market [and reasonable confidence] that inflation would move back to its 2% objective over the medium term\". As mentioned in the earlier section, unemployment had fallen to 5% in 2015 from the peak of 10% during late 2009. The intention was to pursue rate hikes while also maintaining an accommodative policy stance to \"support further improvement in labor market conditions and a return to 2% inflation\".The Fed pivoted to rate cuts by the summer of 2019 after the global equity market lost close to $7 trillion of its value by the end of 2018. However, GDP maintained at the 2%-range at the time, while unemployment was at 3.5% and inflation inched up to 1.9%, which stoked concerns of an eventual economic downturn. Rates were cut from the peak of 2.5% in late 2018 to 1.75% by late 2019. Rapid easing took place with rates sliding to the 0% to 0.25% range at the onset of the COVID pandemic in March 2020.S&P 500 Bottom. More than $7 trillion in global market value was lost in 2018, with the S&P 500 giving up close to 10% of its value (or almost 18% from the 2018 peak in September) before finding bottom near year-end. The index was trading at about 20x forward earnings at the time, which was consistent with rising, yet still low, interest rates at the time, relative to past financial crises.Policy mistakes. Market critics have viewed the 2015 rate hike cycle as \"premature\", given inflation was still struggling to climb back towards the 2% Fed target at the time. It was not until 2018 when inflation topped 2%, which also coincided with market's negative reaction to rising borrowing costs following the preceding years of a near-zero Fed funds rate.What Exactly is Valuation Composed of?Before drawing on past economic cycles to gauge forward expectations, we turn to basic valuation theory to understand the interaction between key driving factors, including interest rates, inflation, unemployment and GDP. Most of the time, when we think of valuation, we think of the fundamental leg (e.g. growth, earnings, cash flows, etc.) and the valuation multiple (which is influenced by cost of capital / discount rate). But in economic theory, valuation can also be split into the following two components: steady-state firm value + future value creation.Steady-State Firm ValueThe steady-state value is defined as the value of the firm when \"NOPAT (net operating profit after tax) is sustainable indefinitely and incremental investments will neither add, nor subtract, value\". This does not necessarily mean the point at which a company grows at 0% forever, but rather the point of growth that stays constant regardless of whether incremental investments are made (i.e. it could be a steady-state perpetual growth or declining rate).Steady-State Value Formula (Valuation Theory)One way to depict steady-state value is via the steady-state firm value P/E ratio, which is defined as 1 divided by cost of capital:A company can continue to grow earnings as it invests at the cost of capital. It will just fail to create value, and hence should trade at its steady-state worth. We can readily translate from the steady-state value to a steady-state price-earnings multiple, which is the reciprocal of the cost of [capital].Source:Credit SuisseThe intuition is to find the valuation multiple (i.e. P/E ratio, in this case) reflective of the point at which continued investments at the cost of capital will continue to drive earnings growth, but not necessarily yield any incremental value creation, and hence stay at a steady-state of \"1\".To gauge where the market's steady-state value might be headed, we turn to key driving factor, cost of capital. Cost of capital is essentially the borrowing cost, which can be benchmarked against the Fed funds rate. Based on an understanding of past economic cycles, the Federal Reserve today is likely leaning towards the Volcker era, with a sprinkle of Bernanke.What this means is that the Fed's commitment to taming inflation - even if it comes at the cost of some near-term economic pain - will eventually lead to more rate hikes in coming months, especially as inflation today remains far from the 2% target. This is consistent with the growing drumbeat of calls by Fed officials to raise rates into \"restrictive territory\" and holding it there until there is structural evidence inflation is back on track towards the committee's target range. To prevent further policy mistakes (we say \"further\" since the whole \"transitory inflation\" narrative last year obviously did not work out), responding to recent signs of slowing demand with a Fed pivot is essentially off the table, as implementing such as policy would likely be begging for a repeat of the \"stop-go\" disaster in the 1970s before Volcker. At best, the Fed will likely stick to what it has been doing at recent meetings - setting clean and clear forward expectations for markets like Bernanke had. In today's case, this means there will be more tightening in financial conditions that could potentially push the terminal rate higher, while keeping in mind of the \"effects of lags in monetary policy\" and start considering a moderation in the pace of coming rate hikes.Traders are largely expecting a moderation in the pace of rate hikes from the jumbo 75 bps seen over the summer and fall, to a half-point increase at the coming December meeting, which would bring the Fed funds rate range from the current 3.75% to 4%, to 4.25% to 4.5%. The terminal rate is expected to reach 5% to 5.25%based on current prices on 1H23 Fed swaps. Substituting the estimated terminal rate of about 5% plus an additional percentage point to account for forward market risk premium (reflective of difference between 1-year Treasury yield of about 4.75% today and the current Fed funds rate range of 3.75% and 4%) as proxy for market cost of capital in gauging the steady-state firm value P/E ratio would yield about 17x. The S&P 500, which can be viewed as a proxy for the weighted average of its constituents' respective valuations, currently trades at about 20x estimated earnings. If market steady-state firm value is to be adjusted as a result of continued Fed policy tightening, the S&P 500 could potentially move another leg lower by as much as 15% between now and when the Fed funds rate peaks in the current tightening cycle, which is estimated to occur by mid-2023.But there are a myriad of other factors that could impact where the so-called steady-state firm value is headed as Fed tightening continues over coming months, including economic growth and investor sentiment on a broader basis. This is consistent with the observation discussed in earlier sections that market bottomed in March 2009 even though the economy continued to deteriorate with unemployment hitting trough at 10% seven months later in October 2009. This could both be reflective of the fact that market is forward looking (or priced at estimated earnings and forward macro expectations) and/or the lag effect in which monetary policy works, among other factors. What this essentially means is that while rate hikes are expected to peak by mid-2023, it does not necessarily mean that is also when the market will bottom. But nonetheless, even if it is almost impossible to gauge the exact timing, it is more likely that not that the market is skewed towards further downside risks through the first quarter of 2023 at the minimum.In addition to the steady-state P/E ratio method, the Gordon growth model is another way to gauge steady-state firm value.Gordon Growth Model (Valuation Theory)The key assumption here other than cost of capital is GDP growth. GDP growth is typically used as a key benchmark to gauge the implied perpetual growth of a company, with addition consideration of the maturity of its industry as well as other company-specific factors such as market leadership, competitive advantages, and/or market share:Companies operating in industries that are higher growth in nature are typically valued at a perpetual growth rate closer to or more than GDP, given their greater contributions to economic growth. Alternatively, companies operating in lower growth and/or mature industries are typically allocated a lower perpetual growth rate.Source: \"Shorting Tesla: Bridging Lofty Valuations to Economics\"As discussed in the earlier section, demand is likely to show a marked slowdown in coming months as consumer purchasing power wanes, especially if unemployment worsens, which will lead to further deteriorating in economic growth. Even though the labor market has remained largely resilient despite the recent slew of high-paid tech layoffs (accounts foronly ~2%of total U.S. employment), consumer weakness is expected to tame demand further and eventually hit corporate earnings, potentially resulting in more cost-driven job cuts. This is further corroborated by the gradual uptick in recent jobless claimsas well as jobless rate to \"3.7%from a more than five-decade low\". This means GDP is likely to slow as interest rates increase, widening the spread between cost of capital and growth in the denominator of the Gordon growth model, and inadvertently, diminishing the steady-state firm value.Future Value Creation PremiumThe future value creation premium accounts for the incremental value that additional investments at the cost of capital would earn (i.e. return on capital), and also takes into consideration the time period in which this value-creating opportunity would last.Future Value Creation Formula (Valuation Theory)This is essentially a premium to the steady-state firm value, and explains the lofty valuations relative to broader markets observed in certain stocks, such as Apple(AAPL), Tesla(TSLA) and Snowflake(SNOW), today. Admittedly, these companies have either or all of outperforming balance sheets, profit margins, and/or growth prospects relative to peers, but not all are valued in proportion to the mean growth-valuation ratio observed among their respective peer groups.In addition to the \"competitive advantage period\", which measures the anticipated time period in which the added value-creating opportunity would last, key assumptions in deriving future value creation premium is return on capital and cost of capital. And return on capital can be substituted by anticipated economic expansion, or GDP growth - when the economy is good, growth and profit margins will likely perform better, and vice versa. But as discussed in the earlier section, GDP growth is likely skewed to the downside within the foreseeable future as demand continues to slow and profit margins get squeezed as a result of high input costs, and near-term requirements for more-than-usual promotional offers to offload excess product inventories.Paired with the anticipation for greater increases to the cost of capital as a result of Fed hawkishness that will more likely than not continue for a while longer, the cost-return spread in the numerator of the future value creation component of valuation is poised to narrow. And as cost of capital continues to increase, the denominator will also expand, hence diminishing the future value creation component of broader market valuations, which corroborates the expectation for more downside potential within the near-term.Implications for the S&P 500 and Nasdaq 100 - Is the Bottom Near?Based on valuation theory, and the anticipation for sustained hawkish Fed sentiment drawn from historical observations, the broader market is likely to see further volatility ahead as valuations adjust to rising rates and declining demand. While the timing at which markets will bottom remains uncertain, we are of the view that company fundamentals are only just starting to feel the impact of consumer weakness, which points to further value erosion through 1H23.Specifically, consumer spending has remained resilient through the first half of 2022 despite deteriorating sentiment due to surging inflation and rising borrowing costs. But headed into the first half of the fourth quarter, declining business activity and warnings of a marked slowdown among consumer-centric industries such as retail underscore that waning consumer sentiment is now really materializing into real weakness. This is further supported by the consistent drop in American household savings and rise in credit card debt, among other observations, discussed earlier on in this analysis.And a specific note to the tech-heavy Nasdaq 100 (NASDAQ: QQQ/NDX), constituents' valuations are likely to be hit harder compared to those in the S&P 500 given their cash flows are further out (with some still in pre-revenue phase and/or unprofitable) from realization and subject to a heavier discount as costs of capital increase. The index also consists of constituents with some of the biggest valuation premiums given lofty forward growth expectations previously priced in that may not materialize as expected within the foreseeable future, thus pointing to greater vulnerability to downside risks ahead.And given risks of further macro deterioration are now skewed higher with recent economic data pointing to a moderation in the labor market, while monetary policy tightening continues to flow through different corners of the economy, the ensuing rise in the likelihood of a recession will likely take the market a leg lower through the first half of 2023, even if we start to see structural easing in price pressures.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982878182,"gmtCreate":1667169607946,"gmtModify":1676537868376,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9982878182","repostId":"1144002858","repostType":4,"repost":{"id":"1144002858","pubTimestamp":1667099313,"share":"https://ttm.financial/m/news/1144002858?lang=&edition=fundamental","pubTime":"2022-10-30 11:08","market":"us","language":"en","title":"Is Nvidia And Oracle's Partnership Expansion Good For Business Outlook?","url":"https://stock-news.laohu8.com/highlight/detail?id=1144002858","media":"Seeking Alpha","summary":"SummaryNVDA’s partnership with OCI could help negate the adverse developments that have cropped up d","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NVDA’s partnership with OCI could help negate the adverse developments that have cropped up due to geopolitical risks.</li><li>NVDA’s powerful AI-ready infrastructure feels like a good fit to harness Oracle’s deep data repositories.</li><li>NVDA’s forward valuations look attractive and the risk-reward on the weekly chart does not look too bad.</li><li>However, institutions still continue to shun the stock, and it does not look like it will be an apt rotation candidate for those fishing in the semiconductor or AI arenas.</li></ul><p><b>Introduction</b></p><p>NVIDIA Corporation (NASDAQ: NVDA), a trailblazer in accelerated computing reports under five divisions. Over the years, the Data Center segment has grown to become a vital fulcrum of the overall story. In Q2, this division contributed $3.8bn of revenue (that is more than any other division), accounting for 57% of NVDA’s overall topline.</p><p>When things were moving along quite smoothly here, it was rather dispiriting to note that the company had become a victim of geopolitical tensions between China and the US; in late August/early September, the US government imposed new license requirements which would hinder the ability of NVIDIA to export its A100 and upcoming H100 GPUs without much encumbrances. NVDA is now in the process of working out alternative solutions to mitigate this impact, but the initial reading is that this development could prove to impact revenues to the tune of $400 mper quarter. That would imply a roughly 11% impact on the data center business which is certainly not ideal, particularly when the other large division- gaming, continues to slow down every quarter.</p><p><b>The Implications Of The Nvidia and Oracle Partnership</b></p><p>Whilst NVIDIA continues to figure out the best course of action for the Chinese market going forward, it was heartening to read about another development a few days back- the expansion of an ongoing multiyear alliance with Oracle(ORCL), which is designed to enhance Oracle Cloud Infrastructure’s (OCI) positioning with its enterprise clients (these clients will now have access to all of NVDA’s AI platforms). Needless to say, this will also provide added visibility for NVIDIA’s AI, which can only be good for further and rapid adoption from other parties.</p><p>As part of the<i>“multi-year</i>” deal, OCI will be adding<i>“tens of thousands more NVIDIA GPUs, including the A100 and upcoming H100”.</i>I believe this could be a very symbiotic connection for both entities; we know that ORCL’s databases attract a plethora of companies that use them to store chunks and chunks of raw enterprise data. But just having the data isn’t enough; you need the requisite AI-ready infrastructure, and there are not too many companies that can offer what NVDA does.</p><p>Leave aside the H100 for now, which is still in the works, but using the A100 80GB GPU, OCI could cater to a diverse set of AI workloads for its clients, particularly deep learning training, and the creation of data frames, at 3x the level of an A100 40GB GPU. One can combine the A100 GPU with Oracle’s innate low latency cluster networks and you get a landscape where enterprise clients could potentially host around 500GPUs in a cluster. The “pace” and “scale” at which this mammoth data is harnessed and made sense of (how best can we address gaps in the market, how can we speed up product development, etc.) will likely make this one of the most glimmering partnerships in the industry.</p><p><img src=\"https://static.tigerbbs.com/998a86b67eade99a5ece0dc7df4cf263\" tg-width=\"640\" tg-height=\"598\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NVIDIA Website</p><p>I also feel this partnership with ORCL could more than negate the adverse impact of the recent geopolitical events, although, given the paucity of publicly disclosed numbers, one can’t be too certain of a definitive contract figure.</p><p>For instance, we don’t know the mix of A100 and H100 GPUs this Oracle partnership calls for; to be conservative, I’m considering only the A100 Tensor Core 80GB GPU which is priced at $13,999 as per public data (the H100 which could typically facilitate AI training at 9x the speed of an A100 GPU, will no doubt be priced at much superior rates). Then, “tens of thousands” could be any number from 10000 units to 99000 units, but assuming the A100 80GB GPU pricing, you’re looking at a potential boost of anything from $140m to $1400m. This is also unlikely to be limited to just hardware. There could also be a few additional millions linked to enterprise support work designed to make the AI software run more efficiently, across the subscription period, which could extend for a few years. We&#39;d have to wait for more clarity for the nuances of this deal, and one may likely get it on the 16th of November when they announceQ3results.</p><p><b>Closing Thoughts- Is NVDA Stock A Buy, Sell, or Hold?</b></p><p>After gauging some of the other sub-plots related to the NVIDIA story, it’s fair to say that we’re looking at a rather mixed picture.</p><p>After giving up close to two-thirds of its value from lifetime highs, the forward valuations for NVDA&#39;s stock certainly look a lot more palatable. We know that the FY Jan 2023numberswill likely be nothing to write home about, with flattish revenue growth (roughly $27bn yet again) and a 24% decline in the EPS YoY.</p><p>For the FY Jan 2024 though, the narrative is likely to perk up, with expected revenue of $31.3bn and an EPS of $4.47; this would translate into a forward P/E of roughly 29x, which I believe is quite a steal when you consider that the 5-year average is a lot higher at52x! The current multiple also puts it a lot closer to the lower end of the 5-year forward P/E band of 25-99x.</p><p><img src=\"https://static.tigerbbs.com/d46f823f616774134a1d1a57a341e959\" tg-width=\"640\" tg-height=\"245\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>YCharts</p><p>The attractive valuation backdrop can be further substantiated by the level of earnings growth you’re getting at this multiple. An expected EPS of $4.47 translates to 33% bottom line growth, and with a P/E of just 29x, you’re staring at a forward PEG ratio of less than 1x! This feels criminally low for an enterprise which is at the forefront of bringing through critical next-generation tech. I remain doubtful if we will see too many instances where NVDA’s forward P/E is lower than the earnings growth on offer (just for some additional context the 5-year PEG average is above8x).</p><p>When I shift focus to NVIDIA’s weekly chart, there’s no evidence yet of a reversal from the downtrend that has been in play for close to a year. But, if you’re looking for green shoots, there’s decent probability that the stock attempts to build some sort of floor around the current levels, as it coincides with the congestion zone of $120-$160, last seen during August 2020-May 2021. Even if you’re bearish about NVIDIA’s prospects over the long-run, and think the descending channel pattern could continue to persist, the stock still offers decent risk-reward at current levels, as it is a long way from the upper boundary of the descending channel.</p><p><img src=\"https://static.tigerbbs.com/3bdbfeb274e7ac0d1691c9c38a222901\" tg-width=\"640\" tg-height=\"304\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Investing</p><p>Having said that, I suspect, for the stock to make big moves on the upside you would need the spending power of the institutional cohort; but so far, they’ve shown little inclination to get on board. In fact, the latest data shows that these guys continue to bail on the stock, with the aggregate shares owned by them, declining for yet another month, to $2.579bn.</p><p><img src=\"https://static.tigerbbs.com/0c41d8d212f6ff24660fe36147fc3a7f\" tg-width=\"640\" tg-height=\"239\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>YCharts</p><p>Besides, based solely on the relative strength ratio of the NVIDIA stock and other options in the semi space, it doesn’t look like the former will be a prime rotational candidate; as you can see from the image below, despite correction from the +1 levels, the current RS ratio of NVDA and the VanEck Semiconductor ETF (SMH) is still above the mid-point (0.55x) of the long-term range.</p><p><img src=\"https://static.tigerbbs.com/1a844d2391e727795028c14003148672\" tg-width=\"640\" tg-height=\"277\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Stockcharts</p><p>A similar takeaway can be gleaned from the image below which measures NVDA’s strength vs its peers from the robotic and AI space as represented by the Global X Robotics and AI ETF (BOTZ).</p><p><img src=\"https://static.tigerbbs.com/554e89baac0ca64e463574c05c60fbaa\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Stockcharts</p><p>To conclude, the NVDA stock is a HOLD.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Nvidia And Oracle's Partnership Expansion Good For Business Outlook?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-30 11:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4550012-is-nvidia-oracle-partnership-expansion-good-for-outlook><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNVDA’s partnership with OCI could help negate the adverse developments that have cropped up due to geopolitical risks.NVDA’s powerful AI-ready infrastructure feels like a good fit to harness ...</p>\n\n<a href=\"https://seekingalpha.com/article/4550012-is-nvidia-oracle-partnership-expansion-good-for-outlook\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4550012-is-nvidia-oracle-partnership-expansion-good-for-outlook","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144002858","content_text":"SummaryNVDA’s partnership with OCI could help negate the adverse developments that have cropped up due to geopolitical risks.NVDA’s powerful AI-ready infrastructure feels like a good fit to harness Oracle’s deep data repositories.NVDA’s forward valuations look attractive and the risk-reward on the weekly chart does not look too bad.However, institutions still continue to shun the stock, and it does not look like it will be an apt rotation candidate for those fishing in the semiconductor or AI arenas.IntroductionNVIDIA Corporation (NASDAQ: NVDA), a trailblazer in accelerated computing reports under five divisions. Over the years, the Data Center segment has grown to become a vital fulcrum of the overall story. In Q2, this division contributed $3.8bn of revenue (that is more than any other division), accounting for 57% of NVDA’s overall topline.When things were moving along quite smoothly here, it was rather dispiriting to note that the company had become a victim of geopolitical tensions between China and the US; in late August/early September, the US government imposed new license requirements which would hinder the ability of NVIDIA to export its A100 and upcoming H100 GPUs without much encumbrances. NVDA is now in the process of working out alternative solutions to mitigate this impact, but the initial reading is that this development could prove to impact revenues to the tune of $400 mper quarter. That would imply a roughly 11% impact on the data center business which is certainly not ideal, particularly when the other large division- gaming, continues to slow down every quarter.The Implications Of The Nvidia and Oracle PartnershipWhilst NVIDIA continues to figure out the best course of action for the Chinese market going forward, it was heartening to read about another development a few days back- the expansion of an ongoing multiyear alliance with Oracle(ORCL), which is designed to enhance Oracle Cloud Infrastructure’s (OCI) positioning with its enterprise clients (these clients will now have access to all of NVDA’s AI platforms). Needless to say, this will also provide added visibility for NVIDIA’s AI, which can only be good for further and rapid adoption from other parties.As part of the“multi-year” deal, OCI will be adding“tens of thousands more NVIDIA GPUs, including the A100 and upcoming H100”.I believe this could be a very symbiotic connection for both entities; we know that ORCL’s databases attract a plethora of companies that use them to store chunks and chunks of raw enterprise data. But just having the data isn’t enough; you need the requisite AI-ready infrastructure, and there are not too many companies that can offer what NVDA does.Leave aside the H100 for now, which is still in the works, but using the A100 80GB GPU, OCI could cater to a diverse set of AI workloads for its clients, particularly deep learning training, and the creation of data frames, at 3x the level of an A100 40GB GPU. One can combine the A100 GPU with Oracle’s innate low latency cluster networks and you get a landscape where enterprise clients could potentially host around 500GPUs in a cluster. The “pace” and “scale” at which this mammoth data is harnessed and made sense of (how best can we address gaps in the market, how can we speed up product development, etc.) will likely make this one of the most glimmering partnerships in the industry.NVIDIA WebsiteI also feel this partnership with ORCL could more than negate the adverse impact of the recent geopolitical events, although, given the paucity of publicly disclosed numbers, one can’t be too certain of a definitive contract figure.For instance, we don’t know the mix of A100 and H100 GPUs this Oracle partnership calls for; to be conservative, I’m considering only the A100 Tensor Core 80GB GPU which is priced at $13,999 as per public data (the H100 which could typically facilitate AI training at 9x the speed of an A100 GPU, will no doubt be priced at much superior rates). Then, “tens of thousands” could be any number from 10000 units to 99000 units, but assuming the A100 80GB GPU pricing, you’re looking at a potential boost of anything from $140m to $1400m. This is also unlikely to be limited to just hardware. There could also be a few additional millions linked to enterprise support work designed to make the AI software run more efficiently, across the subscription period, which could extend for a few years. We'd have to wait for more clarity for the nuances of this deal, and one may likely get it on the 16th of November when they announceQ3results.Closing Thoughts- Is NVDA Stock A Buy, Sell, or Hold?After gauging some of the other sub-plots related to the NVIDIA story, it’s fair to say that we’re looking at a rather mixed picture.After giving up close to two-thirds of its value from lifetime highs, the forward valuations for NVDA's stock certainly look a lot more palatable. We know that the FY Jan 2023numberswill likely be nothing to write home about, with flattish revenue growth (roughly $27bn yet again) and a 24% decline in the EPS YoY.For the FY Jan 2024 though, the narrative is likely to perk up, with expected revenue of $31.3bn and an EPS of $4.47; this would translate into a forward P/E of roughly 29x, which I believe is quite a steal when you consider that the 5-year average is a lot higher at52x! The current multiple also puts it a lot closer to the lower end of the 5-year forward P/E band of 25-99x.YChartsThe attractive valuation backdrop can be further substantiated by the level of earnings growth you’re getting at this multiple. An expected EPS of $4.47 translates to 33% bottom line growth, and with a P/E of just 29x, you’re staring at a forward PEG ratio of less than 1x! This feels criminally low for an enterprise which is at the forefront of bringing through critical next-generation tech. I remain doubtful if we will see too many instances where NVDA’s forward P/E is lower than the earnings growth on offer (just for some additional context the 5-year PEG average is above8x).When I shift focus to NVIDIA’s weekly chart, there’s no evidence yet of a reversal from the downtrend that has been in play for close to a year. But, if you’re looking for green shoots, there’s decent probability that the stock attempts to build some sort of floor around the current levels, as it coincides with the congestion zone of $120-$160, last seen during August 2020-May 2021. Even if you’re bearish about NVIDIA’s prospects over the long-run, and think the descending channel pattern could continue to persist, the stock still offers decent risk-reward at current levels, as it is a long way from the upper boundary of the descending channel.InvestingHaving said that, I suspect, for the stock to make big moves on the upside you would need the spending power of the institutional cohort; but so far, they’ve shown little inclination to get on board. In fact, the latest data shows that these guys continue to bail on the stock, with the aggregate shares owned by them, declining for yet another month, to $2.579bn.YChartsBesides, based solely on the relative strength ratio of the NVIDIA stock and other options in the semi space, it doesn’t look like the former will be a prime rotational candidate; as you can see from the image below, despite correction from the +1 levels, the current RS ratio of NVDA and the VanEck Semiconductor ETF (SMH) is still above the mid-point (0.55x) of the long-term range.StockchartsA similar takeaway can be gleaned from the image below which measures NVDA’s strength vs its peers from the robotic and AI space as represented by the Global X Robotics and AI ETF (BOTZ).StockchartsTo conclude, the NVDA stock is a HOLD.","news_type":1},"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981046114,"gmtCreate":1666357873938,"gmtModify":1676537746287,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981046114","repostId":"9916131726","repostType":1,"repost":{"id":9916131726,"gmtCreate":1664529011565,"gmtModify":1676537472486,"author":{"id":"9000000000000486","authorId":"9000000000000486","name":"twixzy","avatar":"https://static.tigerbbs.com/5b281a4dbc6b48ecea5562613495fa83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000486","authorIdStr":"9000000000000486"},"themes":[],"htmlText":"Google has a 128 billion dollar cash hoard , the most of any company.With interest rates soaring , Google can put that in a 12 month treasury and earn FIVE BILLION just in interest.That will offset a significant part of their anticipated lower earnings.How come no one factors this in?<a href=\"https://laohu8.com/S/GOOG\">$Alphabet(GOOG)$</a>","listText":"Google has a 128 billion dollar cash hoard , the most of any company.With interest rates soaring , Google can put that in a 12 month treasury and earn FIVE BILLION just in interest.That will offset a significant part of their anticipated lower earnings.How come no one factors this in?<a href=\"https://laohu8.com/S/GOOG\">$Alphabet(GOOG)$</a>","text":"Google has a 128 billion dollar cash hoard , the most of any company.With interest rates soaring , Google can put that in a 12 month treasury and earn FIVE BILLION just in interest.That will offset a significant part of their anticipated lower earnings.How come no one factors this in?$Alphabet(GOOG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916131726","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989737180,"gmtCreate":1666081936840,"gmtModify":1676537702985,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Semiconductor Bull 3X Shares(SOXL)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Semiconductor Bull 3X Shares(SOXL)$</a><v-v data-views=\"1\"></v-v>","text":"$Semiconductor Bull 3X Shares(SOXL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989737180","isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989967683,"gmtCreate":1665888325242,"gmtModify":1676537675809,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Semiconductor Bull 3X Shares(SOXL)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Semiconductor Bull 3X Shares(SOXL)$</a><v-v data-views=\"0\"></v-v>","text":"$Semiconductor Bull 3X Shares(SOXL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989967683","isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914863709,"gmtCreate":1665236672701,"gmtModify":1676537576816,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok//<a href=\"https://laohu8.com/U/3581993357014262\">@Slee49</a>: OK","listText":"ok//<a href=\"https://laohu8.com/U/3581993357014262\">@Slee49</a>: OK","text":"ok//@Slee49: OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914863709","repostId":"2273833362","repostType":4,"repost":{"id":"2273833362","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1665186683,"share":"https://ttm.financial/m/news/2273833362?lang=&edition=fundamental","pubTime":"2022-10-08 07:51","market":"us","language":"en","title":"Twitter-Elon Musk Deal Has Offered Investors Several Big Opportunities","url":"https://stock-news.laohu8.com/highlight/detail?id=2273833362","media":"Dow Jones","summary":"A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his in","content":"<html><head></head><body><p>A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.</p><p>The outcome of the deal remains in doubt, even after Mr. Musk&#39;s surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.</p><p>But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:</p><p>-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it&#39;ll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.</p><p>&#34;Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,&#34; Mr. Ricks said.</p><p>At one point, the difference between Twitter&#39;s stock price and Mr. Musk&#39;s original offer was 66%, below the 76% record set by Blackstone Group&#39;s 2019 purchase of Tallgrass Energy.</p><p>The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.</p><p><img src=\"https://static.tigerbbs.com/88d2b85b17b20c85bf1c251838939843\" tg-width=\"704\" tg-height=\"718\" width=\"100%\" height=\"auto\"/></p><p>Investors like Carl Icahn, Daniel Loeb&#39;s Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.</p><p>Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter&#39;s low-yielding convertible bonds, which could be changed into stock if Musk&#39;s deal went through.</p><p>-- Ionic&#39;s trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.</p><p><img src=\"https://static.tigerbbs.com/d541f8ec5d15576cd58bb03b82751d0e\" tg-width=\"853\" tg-height=\"656\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Twitter-Elon Musk Deal Has Offered Investors Several Big Opportunities</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\">\nTwitter-Elon Musk Deal Has Offered Investors Several Big Opportunities\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-10-08 07:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.</p><p>The outcome of the deal remains in doubt, even after Mr. Musk&#39;s surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.</p><p>But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:</p><p>-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it&#39;ll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.</p><p>&#34;Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,&#34; Mr. Ricks said.</p><p>At one point, the difference between Twitter&#39;s stock price and Mr. Musk&#39;s original offer was 66%, below the 76% record set by Blackstone Group&#39;s 2019 purchase of Tallgrass Energy.</p><p>The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.</p><p><img src=\"https://static.tigerbbs.com/88d2b85b17b20c85bf1c251838939843\" tg-width=\"704\" tg-height=\"718\" width=\"100%\" height=\"auto\"/></p><p>Investors like Carl Icahn, Daniel Loeb&#39;s Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.</p><p>Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter&#39;s low-yielding convertible bonds, which could be changed into stock if Musk&#39;s deal went through.</p><p>-- Ionic&#39;s trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.</p><p><img src=\"https://static.tigerbbs.com/d541f8ec5d15576cd58bb03b82751d0e\" tg-width=\"853\" tg-height=\"656\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4581":"高盛持仓","TSLA":"特斯拉","ISBC":"投资者银行","BK4099":"汽车制造商","BK4511":"特斯拉概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4548":"巴美列捷福持仓","BK4516":"特朗普概念","TWTR":"Twitter","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4211":"区域性银行","BK4508":"社交媒体","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4579":"人工智能","BK4550":"红杉资本持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273833362","content_text":"A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.The outcome of the deal remains in doubt, even after Mr. Musk's surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it'll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.\"Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,\" Mr. Ricks said.At one point, the difference between Twitter's stock price and Mr. Musk's original offer was 66%, below the 76% record set by Blackstone Group's 2019 purchase of Tallgrass Energy.The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.Investors like Carl Icahn, Daniel Loeb's Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter's low-yielding convertible bonds, which could be changed into stock if Musk's deal went through.-- Ionic's trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911087458,"gmtCreate":1664088144174,"gmtModify":1676537389341,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"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/9911087458","repostId":"2269457478","repostType":4,"repost":{"id":"2269457478","pubTimestamp":1664064520,"share":"https://ttm.financial/m/news/2269457478?lang=&edition=fundamental","pubTime":"2022-09-25 08:08","market":"us","language":"en","title":"Catalyst Watch: Tesla AI Day, Amazon Product Event, JetBlue Trial and Nike Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2269457478","media":"seekingalpha","summary":"Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events tha","content":"<html><head></head><body><p>Welcome to Seeking Alpha&#39;s Catalyst Watch - a breakdown of some of next week&#39;s actionable events that stand out. Check out Saturday morning&#39;s regular Stocks to Watch article for a full list of events planned for the week or the Seeking Alpha earnings calendar for companies due to report.</p><p><b>Monday - September 26</b></p><ul><li><b>Volatility watch -</b> Options trading volume is high on American Virtual Cloud Technologies (AVCT) and Relmada Therapeutics (RLMD). Short interest remains at a high level on Shift Technologies (SFT) and Upstart Holdings (UPST). Social media interest has moved higher on Ryder (R) and <a href=\"https://laohu8.com/S/V\">Visa</a> (V).</li><li><b>All week -</b> The conference schedule includes the Cantor Fitzgerald Oncology &amp; HemOnc Conference, the Lytham Partners Fall 2022 Investor Conference, the Guggenheim Nantucket Therapeutics Conference, the TD Securities Paper and Forest Products Conference, the Ladenburg Thalmann Healthcare Conference, and the B. Riley 2nd Annual Crypto Conference.</li><li><b>All day -</b> Twitter (TWTR) will depose Elon Musk as part of the litigation on the acquisition deal. The social media company has called some of Elon Musk&#39;s claims &#34;factually inaccurate, legally insufficient and commercially irrelevant.&#34;</li><li><b>All day -</b> Grab (GRAB) will hold an investor day that will include a presentation from the management team on the company’s updated business plan.</li><li><b>All day -</b> Federal Reserve speakers include Boston Fed’s Susan Collins, Atlanta Fed&#39;s Raphael Bostic, Dallas Fed&#39;s Lorie Logan, and Cleveland Fed&#39;s Loretta Mester.</li></ul><p><b>Tuesday - September 27</b></p><ul><li><b>All day</b> - Intel (INTC) will holds its annual innovation conference. Intel Innovation 2022 will include a keynote address by CEO Pat Gelsinger and updates on the 13th Gen Intel Core series. Shares of Intel are down 48% YTD.</li><li><b>All day</b> - A key trial in the airline industry begins with the Department of Justice trying to stop an alliance in the northeast between American Airlines (AAL) and JetBlue Airways (JBLU) that it maintains will lead to reduced competition. The direction of the trial could impact the JetBlue acquisition of <a href=\"https://laohu8.com/S/SAVE\">Spirit Airlines</a> (SAVE) as well.</li><li><b>All day</b> - <a href=\"https://laohu8.com/S/PATH\">UiPath</a> (PATH) will hold its Investor Day featuring a series of presentations that will focus on the company’s strategic priorities, key growth initiatives, and financials. Shares of UiPath have rallied after similar events in the past.</li><li><b>7:30 a.m.</b> Chairman Jerome Powell takes part in a panel on digital currencies.</li><li><b>2:00 p.m. </b>Jefferies&#39; hosts a ESG event covering the beauty industry with executives from e.l.f. Beauty (ELF).</li></ul><p><b>Wednesday - September 28</b></p><ul><li><b>All day</b> - Amazon (AMZN) will hold an event to announce new devices, features, and services. The product event could include new Echo devices, as well products from the Ring and Blink subsidiaries.</li><li><b>All day</b> - <a href=\"https://laohu8.com/S/AUR\">Aurora Innovation</a> (AUR) will host a key investor event. The company plans to provide a deep dive into its Aurora Horizon roadmap to launch.</li><li><b>All day</b> - VF Corp (VFC) will hold its first investor day in over three years. UBS thinks the apparel company will warn on sales and profit challenges in the near term due to macro headwinds, while also outlining a &#34;compelling&#34; long term plan.</li><li><b>All day</b> - TotalEnergies SE (TTE), Roivant (ROIV), The Timken Company (TKR), and <a href=\"https://laohu8.com/S/STEM\">Stem Inc.</a> (STEM) also have investor events that could lead to share price jolts if guidance is updated.</li><li><b>All day</b> - CNBC will hold its Delivering Alpha Conference. A session titled The Next Big Short with speakers Carson <a href=\"https://laohu8.com/S/SQ\">Block</a> from Muddy Waters and Jim Chanos could create a stir.</li></ul><p><b>Thursday - September 29</b></p><ul><li><b>All day -</b> Brookfield listed affiliates (BBU) (BEP) (BEPC) (BIP) (BIPC) will hold separate investor day events. Other companies scheduled to hold investor day events include Vulcan Materials (VMC), Westaim Corp. (OTCPK:WEDXF), Park Lawn Corporation (OTCPK:PRRWF), and Intuit (INTU).</li><li><b>All day -</b> Watch Amylyx Pharmaceuticals (AMLX) with the FDA extended the review timeline of the New Drug Application for AMX0035 and taurursodiol expiring. The FDA extended the PDUFA date to allow more time to review additional analyses of data from the company&#39;s clinical studies. Shares of Amylyx Pharmaceuticals have rallied in the past off AMX0035 developments.</li><li><b>8:15 a.m.</b> Bed Bath &amp; Beyond (BBBY) will be in focus as it holds its post-earnings conference call. Investors will be lasered in to see if BBBY management discusses the need for an additional capital raise. Also look for a key updates on expectations for the holiday season with a high level of inventory in the retail industry. Options trading on BBBY is implying a 20% share price move after the report drops. Bed, Bath &amp; Beyond fell 24% the last time it reported earnings.</li><li><b>4:15 p.m. </b>Nike (NKE) will report earnings and hold its conference call with top execs. Options trading is implying a move of 8% after earnings are released. Skechers (SKX) and Under Armour (UAA) are the two footwears stocks that have the highest trading correlation with Nike around earnings day.</li></ul><p><b>Friday - September 30</b></p><ul><li><b>All day</b> - Tesla (TSLA) will hold its long-awaited AI Day event in Palo Alto, California. The buzz is that Elon Musk and team will have an operational Optimus prototype to show off. That could reset expectations on the value of a Tesla Bot business and highlight that the Austin-based company is a tech player as much as an automaker. Analysts think creating a working prototype will move the company up a few notches if a production date for the first version of Tesla Bot is seen as being closer. Earlier in the summer, Elon Musk said that AI Day #2 will be epic.</li><li><b>All day</b> - Astria Therapeutics (ATXS) will host a virtual R&amp;D Day titled &#34;Update on STAR-0215 and Its Clinical Development for the Prevention of HAE Attacks.&#34;</li><li><b>All day</b> - Li Auto (LI) will host a launch event to unveil Li L8, the Chinese automaker&#39;s six-seat, large premium smart SUV. The Li L8 will arrive at retail stores nationwide during the National Day holiday in China and will commence delivery in early November.</li><li><b>All day</b> - Federal Reserve Bank presidents Lael Brainard and John Williams will both speak at a Fed conference on financial stability.</li></ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Catalyst Watch: Tesla AI Day, Amazon Product Event, JetBlue Trial and Nike Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCatalyst Watch: Tesla AI Day, Amazon Product Event, JetBlue Trial and Nike Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-25 08:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3885659-catalyst-watch-tesla-ai-day-amazon-product-event-and-nike-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Check out Saturday morning's regular Stocks to Watch article for a full list of events ...</p>\n\n<a href=\"https://seekingalpha.com/news/3885659-catalyst-watch-tesla-ai-day-amazon-product-event-and-nike-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","AMZN":"亚马逊","NKE":"耐克"},"source_url":"https://seekingalpha.com/news/3885659-catalyst-watch-tesla-ai-day-amazon-product-event-and-nike-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2269457478","content_text":"Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Check out Saturday morning's regular Stocks to Watch article for a full list of events planned for the week or the Seeking Alpha earnings calendar for companies due to report.Monday - September 26Volatility watch - Options trading volume is high on American Virtual Cloud Technologies (AVCT) and Relmada Therapeutics (RLMD). Short interest remains at a high level on Shift Technologies (SFT) and Upstart Holdings (UPST). Social media interest has moved higher on Ryder (R) and Visa (V).All week - The conference schedule includes the Cantor Fitzgerald Oncology & HemOnc Conference, the Lytham Partners Fall 2022 Investor Conference, the Guggenheim Nantucket Therapeutics Conference, the TD Securities Paper and Forest Products Conference, the Ladenburg Thalmann Healthcare Conference, and the B. Riley 2nd Annual Crypto Conference.All day - Twitter (TWTR) will depose Elon Musk as part of the litigation on the acquisition deal. The social media company has called some of Elon Musk's claims \"factually inaccurate, legally insufficient and commercially irrelevant.\"All day - Grab (GRAB) will hold an investor day that will include a presentation from the management team on the company’s updated business plan.All day - Federal Reserve speakers include Boston Fed’s Susan Collins, Atlanta Fed's Raphael Bostic, Dallas Fed's Lorie Logan, and Cleveland Fed's Loretta Mester.Tuesday - September 27All day - Intel (INTC) will holds its annual innovation conference. Intel Innovation 2022 will include a keynote address by CEO Pat Gelsinger and updates on the 13th Gen Intel Core series. Shares of Intel are down 48% YTD.All day - A key trial in the airline industry begins with the Department of Justice trying to stop an alliance in the northeast between American Airlines (AAL) and JetBlue Airways (JBLU) that it maintains will lead to reduced competition. The direction of the trial could impact the JetBlue acquisition of Spirit Airlines (SAVE) as well.All day - UiPath (PATH) will hold its Investor Day featuring a series of presentations that will focus on the company’s strategic priorities, key growth initiatives, and financials. Shares of UiPath have rallied after similar events in the past.7:30 a.m. Chairman Jerome Powell takes part in a panel on digital currencies.2:00 p.m. Jefferies' hosts a ESG event covering the beauty industry with executives from e.l.f. Beauty (ELF).Wednesday - September 28All day - Amazon (AMZN) will hold an event to announce new devices, features, and services. The product event could include new Echo devices, as well products from the Ring and Blink subsidiaries.All day - Aurora Innovation (AUR) will host a key investor event. The company plans to provide a deep dive into its Aurora Horizon roadmap to launch.All day - VF Corp (VFC) will hold its first investor day in over three years. UBS thinks the apparel company will warn on sales and profit challenges in the near term due to macro headwinds, while also outlining a \"compelling\" long term plan.All day - TotalEnergies SE (TTE), Roivant (ROIV), The Timken Company (TKR), and Stem Inc. (STEM) also have investor events that could lead to share price jolts if guidance is updated.All day - CNBC will hold its Delivering Alpha Conference. A session titled The Next Big Short with speakers Carson Block from Muddy Waters and Jim Chanos could create a stir.Thursday - September 29All day - Brookfield listed affiliates (BBU) (BEP) (BEPC) (BIP) (BIPC) will hold separate investor day events. Other companies scheduled to hold investor day events include Vulcan Materials (VMC), Westaim Corp. (OTCPK:WEDXF), Park Lawn Corporation (OTCPK:PRRWF), and Intuit (INTU).All day - Watch Amylyx Pharmaceuticals (AMLX) with the FDA extended the review timeline of the New Drug Application for AMX0035 and taurursodiol expiring. The FDA extended the PDUFA date to allow more time to review additional analyses of data from the company's clinical studies. Shares of Amylyx Pharmaceuticals have rallied in the past off AMX0035 developments.8:15 a.m. Bed Bath & Beyond (BBBY) will be in focus as it holds its post-earnings conference call. Investors will be lasered in to see if BBBY management discusses the need for an additional capital raise. Also look for a key updates on expectations for the holiday season with a high level of inventory in the retail industry. Options trading on BBBY is implying a 20% share price move after the report drops. Bed, Bath & Beyond fell 24% the last time it reported earnings.4:15 p.m. Nike (NKE) will report earnings and hold its conference call with top execs. Options trading is implying a move of 8% after earnings are released. Skechers (SKX) and Under Armour (UAA) are the two footwears stocks that have the highest trading correlation with Nike around earnings day.Friday - September 30All day - Tesla (TSLA) will hold its long-awaited AI Day event in Palo Alto, California. The buzz is that Elon Musk and team will have an operational Optimus prototype to show off. That could reset expectations on the value of a Tesla Bot business and highlight that the Austin-based company is a tech player as much as an automaker. Analysts think creating a working prototype will move the company up a few notches if a production date for the first version of Tesla Bot is seen as being closer. Earlier in the summer, Elon Musk said that AI Day #2 will be epic.All day - Astria Therapeutics (ATXS) will host a virtual R&D Day titled \"Update on STAR-0215 and Its Clinical Development for the Prevention of HAE Attacks.\"All day - Li Auto (LI) will host a launch event to unveil Li L8, the Chinese automaker's six-seat, large premium smart SUV. The Li L8 will arrive at retail stores nationwide during the National Day holiday in China and will commence delivery in early November.All day - Federal Reserve Bank presidents Lael Brainard and John Williams will both speak at a Fed conference on financial stability.","news_type":1},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913008685,"gmtCreate":1663886005148,"gmtModify":1676537354205,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913008685","repostId":"1185397272","repostType":2,"repost":{"id":"1185397272","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1663860302,"share":"https://ttm.financial/m/news/1185397272?lang=&edition=fundamental","pubTime":"2022-09-22 23:25","market":"us","language":"en","title":"U.S. Stocks Extended Their Losses in Morning Trading; Dow Jones Slid Over 0.5% While S&P 500 and Nasdaq Crashed Over 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1185397272","media":"Tiger Newspress","summary":"U.S. stocks extended their losses in morning trading; Dow Jones slid 0.59%, S&P 500 fell 1.04% while","content":"<html><head></head><body><p>U.S. stocks extended their losses in morning trading; Dow Jones slid 0.59%, S&amp;P 500 fell 1.04% while Nasdaq crashed 1.71%.<img src=\"https://static.tigerbbs.com/fdb05c130c8f4028885c857de1fbd356\" tg-width=\"627\" tg-height=\"118\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Extended Their Losses in Morning Trading; Dow Jones Slid Over 0.5% While S&P 500 and Nasdaq Crashed Over 1%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Extended Their Losses in Morning Trading; Dow Jones Slid Over 0.5% While S&P 500 and Nasdaq Crashed Over 1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-22 23:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks extended their losses in morning trading; Dow Jones slid 0.59%, S&amp;P 500 fell 1.04% while Nasdaq crashed 1.71%.<img src=\"https://static.tigerbbs.com/fdb05c130c8f4028885c857de1fbd356\" tg-width=\"627\" tg-height=\"118\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185397272","content_text":"U.S. stocks extended their losses in morning trading; Dow Jones slid 0.59%, S&P 500 fell 1.04% while Nasdaq crashed 1.71%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919678651,"gmtCreate":1663804514273,"gmtModify":1676537338496,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"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/9919678651","repostId":"2269969281","repostType":2,"repost":{"id":"2269969281","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1663800880,"share":"https://ttm.financial/m/news/2269969281?lang=&edition=fundamental","pubTime":"2022-09-22 06:54","market":"us","language":"en","title":"US STOCKS-Wall Street Slumps As Investors Absorb Hawkish Fed Rate Message","url":"https://stock-news.laohu8.com/highlight/detail?id=2269969281","media":"Reuters","summary":"* Fed raises rates by 75 bps to 3-3.25% range* Terminal rate seen hitting 4.6% in 2023* Investors ha","content":"<html><head></head><body><p>* Fed raises rates by 75 bps to 3-3.25% range</p><p>* Terminal rate seen hitting 4.6% in 2023</p><p>* Investors had expected 75 bps, but not higher for longer</p><p>* Sharp decline in final half-hour of trading</p><p>* Indexes down: Dow 1.7%, S&amp;P 1.71%, Nasdaq 1.79%</p><p>Sept 21 (Reuters) - Wall Street&#39;s main indexes see-sawed before slumping in the final 30 minutes of trading to end Wednesday lower, as investors digested another supersized Federal Reserve hike and its commitment to keep up increases into 2023 to fight inflation.</p><p>All three benchmarks finished more than 1.7% down, with the Dow posting its lowest close since June 17, with the Nasdaq and S&amp;P 500, respectively, at their lowest point since July 1, and June 30.</p><p>At the end of its two-day meeting, the Fed lifted its policy rate by 75 basis points for the third time to a 3.00-3.25% range. Most market participants had expected such an increase, with only a 21% chance of a 100 bps rate hike seen prior to the announcement.</p><p>However, policymakers also signaled more large increases to come in new projections showing its policy rate rising to 4.40% by the end of this year before topping out at 4.60% in 2023. This is up from projections in June of 3.4% and 3.8% respectively.</p><p>Rate cuts are not foreseen until 2024, the central bank added, dashing any outstanding investor hopes that the Fed foresaw getting inflation under control in the near term. The Fed&#39;s preferred measure of inflation is now seen slowly returning to its 2% target in 2025.</p><p>In his press conference, Fed Chair Jerome Powell said U.S. central bank officials are &#34;strongly resolved&#34; to bring down inflation from the highest levels in four decades and &#34;will keep at it until the job is done,&#34; a process he repeated would not come without pain.</p><p>&#34;Chairman Powell delivered a sobering message. He stated that no one knows if there will be a recession or how severe, and that achieving a soft landing was always difficult,&#34; said Yung-Yu Ma, chief investment strategist at BMO Wealth Management.</p><p>Higher rates and the battle against inflation was also feeding through into the U.S. economy, with the Fed&#39;s projections showing year-end growth of just 0.2% this year, rising to 1.2% in 2023.</p><p>&#34;Markets were already braced for some hawkishness, based on inflation reports and recent governor comments,&#34; said BMO&#39;s Ma.</p><p>&#34;But it&#39;s always interesting to see how the market reacts to the messaging. Hawkishness was to be expected, but while some in the market take comfort from that, others take the position to sell.&#34;</p><p>The Dow Jones Industrial Average fell 522.45 points, or 1.7%, to 30,183.78, the S&amp;P 500 lost 66 points, or 1.71%, to 3,789.93 and the Nasdaq Composite dropped 204.86 points, or 1.79%, to 11,220.19.</p><p>All 11 S&amp;P sectors finished lower, led by declines of more than 2.3% by Consumer Discretionary and Communication Services.</p><p>Volume on U.S. exchanges was 11.03 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted two new 52-week highs and 70 new lows; the Nasdaq Composite recorded 44 new highs and 446 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Slumps As Investors Absorb Hawkish Fed Rate Message</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Slumps As Investors Absorb Hawkish Fed Rate Message\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-09-22 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Fed raises rates by 75 bps to 3-3.25% range</p><p>* Terminal rate seen hitting 4.6% in 2023</p><p>* Investors had expected 75 bps, but not higher for longer</p><p>* Sharp decline in final half-hour of trading</p><p>* Indexes down: Dow 1.7%, S&amp;P 1.71%, Nasdaq 1.79%</p><p>Sept 21 (Reuters) - Wall Street&#39;s main indexes see-sawed before slumping in the final 30 minutes of trading to end Wednesday lower, as investors digested another supersized Federal Reserve hike and its commitment to keep up increases into 2023 to fight inflation.</p><p>All three benchmarks finished more than 1.7% down, with the Dow posting its lowest close since June 17, with the Nasdaq and S&amp;P 500, respectively, at their lowest point since July 1, and June 30.</p><p>At the end of its two-day meeting, the Fed lifted its policy rate by 75 basis points for the third time to a 3.00-3.25% range. Most market participants had expected such an increase, with only a 21% chance of a 100 bps rate hike seen prior to the announcement.</p><p>However, policymakers also signaled more large increases to come in new projections showing its policy rate rising to 4.40% by the end of this year before topping out at 4.60% in 2023. This is up from projections in June of 3.4% and 3.8% respectively.</p><p>Rate cuts are not foreseen until 2024, the central bank added, dashing any outstanding investor hopes that the Fed foresaw getting inflation under control in the near term. The Fed&#39;s preferred measure of inflation is now seen slowly returning to its 2% target in 2025.</p><p>In his press conference, Fed Chair Jerome Powell said U.S. central bank officials are &#34;strongly resolved&#34; to bring down inflation from the highest levels in four decades and &#34;will keep at it until the job is done,&#34; a process he repeated would not come without pain.</p><p>&#34;Chairman Powell delivered a sobering message. He stated that no one knows if there will be a recession or how severe, and that achieving a soft landing was always difficult,&#34; said Yung-Yu Ma, chief investment strategist at BMO Wealth Management.</p><p>Higher rates and the battle against inflation was also feeding through into the U.S. economy, with the Fed&#39;s projections showing year-end growth of just 0.2% this year, rising to 1.2% in 2023.</p><p>&#34;Markets were already braced for some hawkishness, based on inflation reports and recent governor comments,&#34; said BMO&#39;s Ma.</p><p>&#34;But it&#39;s always interesting to see how the market reacts to the messaging. Hawkishness was to be expected, but while some in the market take comfort from that, others take the position to sell.&#34;</p><p>The Dow Jones Industrial Average fell 522.45 points, or 1.7%, to 30,183.78, the S&amp;P 500 lost 66 points, or 1.71%, to 3,789.93 and the Nasdaq Composite dropped 204.86 points, or 1.79%, to 11,220.19.</p><p>All 11 S&amp;P sectors finished lower, led by declines of more than 2.3% by Consumer Discretionary and Communication Services.</p><p>Volume on U.S. exchanges was 11.03 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted two new 52-week highs and 70 new lows; the Nasdaq Composite recorded 44 new highs and 446 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","NDX":"纳斯达克100指数","BK4559":"巴菲特持仓","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","BK4550":"红杉资本持仓",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF","OEX":"标普100","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","BK4539":"次新股","COMP":"Compass, Inc.","UPRO":"三倍做多标普500ETF","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269969281","content_text":"* Fed raises rates by 75 bps to 3-3.25% range* Terminal rate seen hitting 4.6% in 2023* Investors had expected 75 bps, but not higher for longer* Sharp decline in final half-hour of trading* Indexes down: Dow 1.7%, S&P 1.71%, Nasdaq 1.79%Sept 21 (Reuters) - Wall Street's main indexes see-sawed before slumping in the final 30 minutes of trading to end Wednesday lower, as investors digested another supersized Federal Reserve hike and its commitment to keep up increases into 2023 to fight inflation.All three benchmarks finished more than 1.7% down, with the Dow posting its lowest close since June 17, with the Nasdaq and S&P 500, respectively, at their lowest point since July 1, and June 30.At the end of its two-day meeting, the Fed lifted its policy rate by 75 basis points for the third time to a 3.00-3.25% range. Most market participants had expected such an increase, with only a 21% chance of a 100 bps rate hike seen prior to the announcement.However, policymakers also signaled more large increases to come in new projections showing its policy rate rising to 4.40% by the end of this year before topping out at 4.60% in 2023. This is up from projections in June of 3.4% and 3.8% respectively.Rate cuts are not foreseen until 2024, the central bank added, dashing any outstanding investor hopes that the Fed foresaw getting inflation under control in the near term. The Fed's preferred measure of inflation is now seen slowly returning to its 2% target in 2025.In his press conference, Fed Chair Jerome Powell said U.S. central bank officials are \"strongly resolved\" to bring down inflation from the highest levels in four decades and \"will keep at it until the job is done,\" a process he repeated would not come without pain.\"Chairman Powell delivered a sobering message. He stated that no one knows if there will be a recession or how severe, and that achieving a soft landing was always difficult,\" said Yung-Yu Ma, chief investment strategist at BMO Wealth Management.Higher rates and the battle against inflation was also feeding through into the U.S. economy, with the Fed's projections showing year-end growth of just 0.2% this year, rising to 1.2% in 2023.\"Markets were already braced for some hawkishness, based on inflation reports and recent governor comments,\" said BMO's Ma.\"But it's always interesting to see how the market reacts to the messaging. Hawkishness was to be expected, but while some in the market take comfort from that, others take the position to sell.\"The Dow Jones Industrial Average fell 522.45 points, or 1.7%, to 30,183.78, the S&P 500 lost 66 points, or 1.71%, to 3,789.93 and the Nasdaq Composite dropped 204.86 points, or 1.79%, to 11,220.19.All 11 S&P sectors finished lower, led by declines of more than 2.3% by Consumer Discretionary and Communication Services.Volume on U.S. exchanges was 11.03 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.The S&P 500 posted two new 52-week highs and 70 new lows; the Nasdaq Composite recorded 44 new highs and 446 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919929735,"gmtCreate":1663721317627,"gmtModify":1676537322366,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"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/9919929735","repostId":"1188186340","repostType":2,"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934397469,"gmtCreate":1663196736751,"gmtModify":1676537222679,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934397469","repostId":"1137608568","repostType":4,"repost":{"id":"1137608568","pubTimestamp":1663168187,"share":"https://ttm.financial/m/news/1137608568?lang=&edition=fundamental","pubTime":"2022-09-14 23:09","market":"us","language":"en","title":"Leveraged ETFs Added to Stock Chaos With $15.5 Billion Selling","url":"https://stock-news.laohu8.com/highlight/detail?id=1137608568","media":"Bloomberg","summary":"Nomura’s McElligott says fund rebalancing compounded selloffResearch shows these complex products am","content":"<html><head></head><body><ul><li>Nomura’s McElligott says fund rebalancing compounded selloff</li><li>Research shows these complex products amplify intraday moves</li></ul><p>In Tuesday’stumultuous trading sessionwas a pattern market watchers have seen time and again this year: A bad day for stocks gets worse, right around the close. Suspicion is growing that a breed of complex but increasingly popular ETF may be helping fuel the trend.</p><p>With the main equity gauges all down heavily on the day, leveraged exchange-traded funds -- which use options to amplify returns, usually of major indexes -- added around $15.5 billion of selling pressure to the rout, according to estimates from Nomura Holdings Inc. It’s likely a big reason why stocks took another dip in the last 30 minutes to close out a particular brutal trading session.</p><p>While the propensity of options to lash the very stocks on which they’re based has becomea fact of lifeon Wall Street, doubts have remained about the capacity of leveraged vehicles to do the same.</p><p>Yet trading volumes across these complex products have beenhistorically highall year. Certain peaks, such as in May and June, corresponded with instances of stocks extending their moves near the end of the session.</p><p><img src=\"https://static.tigerbbs.com/9912df98158d8ef4b9f24a873eab26cb\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>“It’s absolutely real,” said Charlie McElligott, a cross-asset strategist at Nomura, referring to the ability of leveraged ETFs to spur broader moves across the equity ecosystem thanks to their rebalancing moves. He puts the boom in such products down to retail investors looking for big wins.</p><p>“Day traders remain drunk on high intraday vol and continue to actively seek-out large price swings,” he said by email.</p><p>Read more:Wall Street’s Risky ‘Razor Blade’ Trade Is Making a Comeback</p><p>Leveraged products aim to amplify the performance of an underlying index or fund on a daily basis, meaning every day they must rebalance to return to their target leverage -- usually two- or three-times the underlying.</p><p>That means in the last 30 minutes of trading every day, this cohort will add to buying pressure if the market is up, and to selling pressure if it’s down. Research publishedearlier this yearfound that, alongside options hedging, leveraged ETFs exert an “economically large” price pressure late in the day.</p><p>The selling pressure at the close Tuesday was real, albeit far from dramatic relative to late-session swings seen earlier this year. The S&amp;P 500 was about 4% lower with 30 minutes still to go. It ended 4.3% down. The Nasdaq 100 Index closed 5.5% having been down 5.3%. The Dow Jones Industrial Average went from a 3.7% drop to a 3.9% decline.</p><p>Of course, there are plenty of reasons equity gyrations are extending late in the day with increased frequency. Endless inflation, surging bond yields and depleted liquidity are all spurring big momentum trends as well as intraday rallies and reversals across assets in this wild year. In this context, leveraged funds are just another factor for traders to consider.</p><p>Yet systematic risks linked to the cohort prompted both the Securities and Exchange Commission and the Financial Industry Regulatory Authorityto announcepotential new rules for the products in the past year.</p><p>Peter Tchir at Academy Securities is among those to note the uptick in leveraged ETF activity this year. In May he wrote that while such products are less powerful than in prior market dramas, they’re big enough to create “a limit down day” if they suffer outflows and rebalancing that accelerates broader selling.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Leveraged ETFs Added to Stock Chaos With $15.5 Billion Selling</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\">\nLeveraged ETFs Added to Stock Chaos With $15.5 Billion Selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-14 23:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-14/leveraged-etfs-added-to-stock-chaos-with-15-5-billion-selling><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nomura’s McElligott says fund rebalancing compounded selloffResearch shows these complex products amplify intraday movesIn Tuesday’stumultuous trading sessionwas a pattern market watchers have seen ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-14/leveraged-etfs-added-to-stock-chaos-with-15-5-billion-selling\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF"},"source_url":"https://www.bloomberg.com/news/articles/2022-09-14/leveraged-etfs-added-to-stock-chaos-with-15-5-billion-selling","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137608568","content_text":"Nomura’s McElligott says fund rebalancing compounded selloffResearch shows these complex products amplify intraday movesIn Tuesday’stumultuous trading sessionwas a pattern market watchers have seen time and again this year: A bad day for stocks gets worse, right around the close. Suspicion is growing that a breed of complex but increasingly popular ETF may be helping fuel the trend.With the main equity gauges all down heavily on the day, leveraged exchange-traded funds -- which use options to amplify returns, usually of major indexes -- added around $15.5 billion of selling pressure to the rout, according to estimates from Nomura Holdings Inc. It’s likely a big reason why stocks took another dip in the last 30 minutes to close out a particular brutal trading session.While the propensity of options to lash the very stocks on which they’re based has becomea fact of lifeon Wall Street, doubts have remained about the capacity of leveraged vehicles to do the same.Yet trading volumes across these complex products have beenhistorically highall year. Certain peaks, such as in May and June, corresponded with instances of stocks extending their moves near the end of the session.“It’s absolutely real,” said Charlie McElligott, a cross-asset strategist at Nomura, referring to the ability of leveraged ETFs to spur broader moves across the equity ecosystem thanks to their rebalancing moves. He puts the boom in such products down to retail investors looking for big wins.“Day traders remain drunk on high intraday vol and continue to actively seek-out large price swings,” he said by email.Read more:Wall Street’s Risky ‘Razor Blade’ Trade Is Making a ComebackLeveraged products aim to amplify the performance of an underlying index or fund on a daily basis, meaning every day they must rebalance to return to their target leverage -- usually two- or three-times the underlying.That means in the last 30 minutes of trading every day, this cohort will add to buying pressure if the market is up, and to selling pressure if it’s down. Research publishedearlier this yearfound that, alongside options hedging, leveraged ETFs exert an “economically large” price pressure late in the day.The selling pressure at the close Tuesday was real, albeit far from dramatic relative to late-session swings seen earlier this year. The S&P 500 was about 4% lower with 30 minutes still to go. It ended 4.3% down. The Nasdaq 100 Index closed 5.5% having been down 5.3%. The Dow Jones Industrial Average went from a 3.7% drop to a 3.9% decline.Of course, there are plenty of reasons equity gyrations are extending late in the day with increased frequency. Endless inflation, surging bond yields and depleted liquidity are all spurring big momentum trends as well as intraday rallies and reversals across assets in this wild year. In this context, leveraged funds are just another factor for traders to consider.Yet systematic risks linked to the cohort prompted both the Securities and Exchange Commission and the Financial Industry Regulatory Authorityto announcepotential new rules for the products in the past year.Peter Tchir at Academy Securities is among those to note the uptick in leveraged ETF activity this year. In May he wrote that while such products are less powerful than in prior market dramas, they’re big enough to create “a limit down day” if they suffer outflows and rebalancing that accelerates broader selling.","news_type":1},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9997079121,"gmtCreate":1661730498265,"gmtModify":1676536566981,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok//<a href=\"https://ttm.financial/U/3561713422683896\">@StonkerLL</a>: Yayayaya papaya//<a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a>: Thanks&nbsp;<a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a>&nbsp;for introducing&nbsp;<a href=\"https://ttm.financial/U/3583230105554843\">@Keeley</a>&nbsp;and&nbsp;<a href=\"https://ttm.financial/U/4121439153052142\">@StopHunter</a>&nbsp;.&nbsp; &nbsp;I shall look forward to learning more from these 2 experienced investors who are well versed in trading and technical analysis.&nbsp; &nbsp;I appreciate their willingness to share their expertise and knowledge with all of us here at our wonderful Tiger community.&nbsp;","listText":"ok//<a href=\"https://ttm.financial/U/3561713422683896\">@StonkerLL</a>: Yayayaya papaya//<a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a>: Thanks&nbsp;<a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a>&nbsp;for introducing&nbsp;<a href=\"https://ttm.financial/U/3583230105554843\">@Keeley</a>&nbsp;and&nbsp;<a href=\"https://ttm.financial/U/4121439153052142\">@StopHunter</a>&nbsp;.&nbsp; &nbsp;I shall look forward to learning more from these 2 experienced investors who are well versed in trading and technical analysis.&nbsp; &nbsp;I appreciate their willingness to share their expertise and knowledge with all of us here at our wonderful Tiger community.&nbsp;","text":"ok//@StonkerLL: Yayayaya papaya//@koolgal: Thanks @TigerStars for introducing @Keeley and @StopHunter . I shall look forward to learning more from these 2 experienced investors who are well versed in trading and technical analysis. I appreciate their willingness to share their expertise and knowledge with all of us here at our wonderful Tiger community.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":120,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997079121","repostId":"9995417055","repostType":1,"repost":{"id":9995417055,"gmtCreate":1661497008124,"gmtModify":1676536530790,"author":{"id":"9000000000000149","authorId":"9000000000000149","name":"TigerStars","avatar":"https://static.tigerbbs.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000149","authorIdStr":"9000000000000149"},"themes":[],"title":"Tiger Stars: Invest With @Keeley @StopHunter","htmlText":"Hey&nbsp;Tigers!Welcome&nbsp;to&nbsp;TigerStars'&nbsp;channel!&nbsp;I&nbsp;really&nbsp;appreciate&nbsp;all&nbsp;your&nbsp;guys&nbsp;sharing&nbsp;your&nbsp;insights&nbsp;with&nbsp;us&nbsp;in&nbsp;our&nbsp;community.&nbsp;Thanks&nbsp;for&nbsp;all&nbsp;your&nbsp;contributions&nbsp;to&nbsp;our&nbsp;community.Today,&nbsp;I&nbsp;will&nbsp;introduce&nbsp;two&nbsp;pros&nbsp;that&nbsp;mainly&nbsp;focus&nbsp;on&nbsp;technical&nbsp;analysis,&nbsp;and&nbsp;stock&nbsp;and&nbsp;sector&nbsp;analysis.<a target=\"_blank\" href=\"https://laohu8.com/U/3583230105554843\">@Keeley</a>\"I'm Keeley, Chartered Accountant (Singapore). I write posts and post videos on personal finance, as well as documenting my financial journey. Find me here: https://linktr.ee/kt_fxMy goal is to educate you and share my experiences in m","listText":"Hey&nbsp;Tigers!Welcome&nbsp;to&nbsp;TigerStars'&nbsp;channel!&nbsp;I&nbsp;really&nbsp;appreciate&nbsp;all&nbsp;your&nbsp;guys&nbsp;sharing&nbsp;your&nbsp;insights&nbsp;with&nbsp;us&nbsp;in&nbsp;our&nbsp;community.&nbsp;Thanks&nbsp;for&nbsp;all&nbsp;your&nbsp;contributions&nbsp;to&nbsp;our&nbsp;community.Today,&nbsp;I&nbsp;will&nbsp;introduce&nbsp;two&nbsp;pros&nbsp;that&nbsp;mainly&nbsp;focus&nbsp;on&nbsp;technical&nbsp;analysis,&nbsp;and&nbsp;stock&nbsp;and&nbsp;sector&nbsp;analysis.<a target=\"_blank\" href=\"https://laohu8.com/U/3583230105554843\">@Keeley</a>\"I'm Keeley, Chartered Accountant (Singapore). I write posts and post videos on personal finance, as well as documenting my financial journey. Find me here: https://linktr.ee/kt_fxMy goal is to educate you and share my experiences in m","text":"Hey Tigers!Welcome to TigerStars' channel! I really appreciate all your guys sharing your insights with us in our community. Thanks for all your contributions to our community.Today, I will introduce two pros that mainly focus on technical analysis, and stock and sector analysis.@Keeley\"I'm Keeley, Chartered Accountant (Singapore). I write posts and post videos on personal finance, as well as documenting my financial journey. Find me here: https://linktr.ee/kt_fxMy goal is to educate you and share my experiences in m","images":[{"img":"https://community-static.tradeup.com/news/4d50f15260e2a0af5717dffb53ce2036","width":"903","height":"604"},{"img":"https://community-static.tradeup.com/news/f8830b7fa6abfd9d7c8c1ba7feb21191","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/3792ff42ea1f83e13990e2b44bd7ea1e","width":"1791","height":"302"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995417055","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088209378,"gmtCreate":1650343145229,"gmtModify":1676534701687,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088209378","repostId":"1176682856","repostType":4,"repost":{"id":"1176682856","pubTimestamp":1650336992,"share":"https://ttm.financial/m/news/1176682856?lang=&edition=fundamental","pubTime":"2022-04-19 10:56","market":"us","language":"en","title":"Thoughts On Alibaba Following A Rerating In The Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1176682856","media":"seekingalpha","summary":"SummaryThe Chinese tech regulation might be coming to an end, which is not news anymore.In this arti","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The Chinese tech regulation might be coming to an end, which is not news anymore.</li><li>In this article, we will try to shed some light on the reasons behind Alibaba&#39;s lackluster revenue growth in the last quarter.</li><li>Positive developments do not always lead to positive outcomes in the short run, which is exactly what is happening with Alibaba stock in our opinion.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/492884e3128bfb566f9a5897df114a75\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"/><span>maybefalse/iStock Unreleased via Getty Images</span></p><p>Alibaba Group Holding Limited (NYSE:BABA) stock has declined 34% since our last article, and over the last 12 months, the stock has declined a staggering 60% due to regulatory concerns and a host of negative narratives surrounding the company and the Chinese economy. In our last article, we covered the regulatory pressures on Alibaba and concluded things will eventually get better, but unfortunately, the decision by authorities to call a truce on the crackdown has taken much longer than we anticipated. In this article, we will discuss our thoughts on the potential future direction of the stock following a rerating in the market over the last few months.</p><p><b>The Chain Of Events</b></p><p>Alibaba stock has witnessed considerable volatility over the past couple of months and it is important to get an understanding of the sequence of events that have transpired to gauge a measure of what we are dealing with here. In our opinion, investors need to understand the sensitivity of Alibaba stock price to key developments (earnings, regulatory updates, etc.) to form a data-driven opinion of where the stock is headed in the future. In this segment, we will highlight the key developments briefly to help you quickly understand where we are at.</p><p><b>Exhibit 1: BABA stock price and daily percentage change</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/090edf093c2e6a7cb384d1529cf298a0\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/><span>Author using Yahoo Finance data.Source: Author</span></p><table><tbody><tr><td><p><b>Date</b></p></td><td><p><b>News</b></p></td><td><p><b>Market Reaction</b></p></td></tr><tr><td><p>February 24</p></td><td><p>Alibaba posts non-GAAP EPS of RMB 16.87, beating analyst estimates for earnings. The company, however, missed the revenue guidance by more than RMB 3 billion.</p></td><td><p>Alibaba stock declined just 0.7% on the earnings release day, but the stock had already declined more than 12.3% in the 3 days leading up to the earnings report.</p></td></tr><tr><td><p>March 10</p></td><td><p>SEC hints at delisting actions.</p></td><td><p>Alibaba stock declined 23.9% over 4 days.</p></td></tr><tr><td><p>March 16</p></td><td><p>Chinese authorities confirm their support for Chinese IPOs abroad, calling for closure on the tech crackdown.</p></td><td><p>Shares gained 36.8% on March 16 and the rally continued in the days that followed.</p></td></tr><tr><td><p>March 22</p></td><td><p>Alibaba boosts its share buyback program to $25 billion from $15 billion.</p></td><td><p>Shares gained 13% post announcement.</p></td></tr></tbody></table><p>Subsequent to the promising development with share buybacks, Alibaba shares yet again witnessed selling pressure due to strict lockdown measures imposed by the Chinese government to curb the spread of new COVID-19 cases and on the news that long-standing advocate of Alibaba, Charlie Munger, trimmed his position in half.</p><p><b>What To Look Out For?</b></p><p>Despite being plagued by a host of negative developments on the external front, the critical factor an investor needs to assess is the fundamental prospects for the company going forward. Since its IPO, Alibaba was accustomed to a high level of revenue growth averaging 30-50% YoY with various new initiatives and innovations driving the company. Going forward, in the post-regulation era, we are now entering a subdued growth period for the company. This was evident in the most recent quarter as well, but to be fair, a slowdown in growth was always on the cards and it would have been irrational to expect Alibaba to grow at the same pace given the maturing nature of the company and the Chinese economy. That being said, investors were caught off-guard with the worse-than-expected deceleration of growth in the last quarter, and we believe it makes sense to determine whether Alibaba can reverse this trend or whether the company will continue to report lackluster revenue growth in the coming years, which does not bode well for growth investors.</p><p><b>Understanding The Revenue Drivers</b></p><p>For the quarter ended December 31, 2021, Alibaba reported revenue of $38 billion, an increase of 10% year-over-year. Below is a breakdown of revenue growth by segment.</p><ul><li>China commerce segment: 7%</li><li>Cloud segment: 20%</li><li>Local consumer services segment: 27%</li><li>International commerce segment: 18%</li></ul><p><b>Exhibit 2: Alibaba revenue growth by segment (last 4 quarters)</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ed0cab61730b3f252b39dd823b05acb\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/><span>Company financials.Source: Author prepared based on company financials</span></p><p>**<b>Note</b>: &#34;Other&#34; Commerce in historical periods has been included under the Cainiao segment.</p><p>Nearly 70% of company revenue is contributed by the China Commerce segment and it is the weakness in this segment that had the biggest impact on revenue growth in the December quarter. The company management views this deceleration of growth as a result of slowing market conditions as well as competition. With a closer look at the overall revenue growth of the company and historical user growth trends, we can infer that there was a significant drop in average spending by customers in the December quarter. This supports the above theory that revenue growth deceleration is a result of challenging market conditions.</p><p><b>Exhibit 3: Alibaba quarterly revenue growth and user growth trends</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4303280a71a3fa57393ca39af311d691\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/><span>Company financials.Source: Author prepared based on company financials</span></p><p>If we dig deeper, year-over-year growth rates of physical goods GMV for apparel and accessories and consumer electronic categories were slower than the overall average growth, while growth in the FMCG and home furnishing categories were better than the average. This granular detail also suggests that the slowdown in Chinese economic growth might have negatively impacted discretionary consumer spending, which brings us to the next segment of this analysis.</p><p><b>The Declining Private Consumption In China</b></p><p>As per the latest IMF report on China, despite average sequential headline GDP growth reaching pre-crisis levels, the level of private consumption is currently well below its pre-crisis forecast. The weakness in consumption and elevated household savings are likely the result of prolonged uncertainty surrounding the virus and vaccine efficacy as well as a soft labor market as new urban job creation is still hovering below 2019 levels. Further, we believe the Zero-COVID approach adopted by the authorities has had a considerable impact on private consumption as it creates uncertainty about what the future holds for the Chinese economy. The strict measures imposed by the government from time to time have also created a stop-and-go business activity pattern, which is not ideal for economic growth.</p><p><b>Exhibit 4: Private consumption in China</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31e0cd0077afb6913452d40a74508508\" tg-width=\"470\" tg-height=\"394\" referrerpolicy=\"no-referrer\"/><span>The International Monetary Fund.Source: The International Monetary Fund</span></p><p>With lockdown measures imposed in Shenzhen and Shanghai in March and April, respectively, we remain cautious on the revenue prospects for Alibaba in the upcoming quarter, and we fear the company might once again disappoint investors with lackluster growth, and in the worst-case scenario, with a massive earnings miss.</p><p><b>Exhibit 5: China economic growth and outbreaks of COVID-19</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd841f5785975c40f16143e320300b9a\" tg-width=\"468\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>The International Monetary Fund.Source: The International Monetary Fund</span></p><p>As a tool to spur economic growth, China’s Central bank has been resorting to decreasing its policy rates in the past. We view the latest decision on April 15 to keep interest rates unchanged as unexpected. However, we believe further expansionary monetary policy decisions would have to be made eventually over the course of the year to support demand until private consumption recovers fully.</p><p>The Zero-COVID policy enacted by the Chinese government along with the already struggling private consumption leaves us with no doubt that Alibaba will find it difficult to grow in the next couple of quarters.</p><p><b>Takeaway</b></p><p>For close to a year, we have been monitoring Alibaba, and we have been eagerly expecting Mr. Market to focus on the fundamentals of the company instead of temporary external shocks. Today, we believe this is finally happening, aided by the Chinese regulators&#39; positive comments toward tech companies. The shift in focus from the tech crackdown to the company&#39;s financials is a positive one, but then again, Alibaba is going through a difficult period financially, so this positive development will not yield positive results just yet. However, we believe Alibaba is deeply undervalued today and that handsome returns are in the cards for investors willing to stomach this volatility. For this reason, we remain invested in Alibaba.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Thoughts On Alibaba Following A Rerating In The Market</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\">\nThoughts On Alibaba Following A Rerating In The Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501914-thoughts-on-alibaba-following-a-rerating-in-the-market><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe Chinese tech regulation might be coming to an end, which is not news anymore.In this article, we will try to shed some light on the reasons behind Alibaba's lackluster revenue growth in the...</p>\n\n<a href=\"https://seekingalpha.com/article/4501914-thoughts-on-alibaba-following-a-rerating-in-the-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4501914-thoughts-on-alibaba-following-a-rerating-in-the-market","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1176682856","content_text":"SummaryThe Chinese tech regulation might be coming to an end, which is not news anymore.In this article, we will try to shed some light on the reasons behind Alibaba's lackluster revenue growth in the last quarter.Positive developments do not always lead to positive outcomes in the short run, which is exactly what is happening with Alibaba stock in our opinion.maybefalse/iStock Unreleased via Getty ImagesAlibaba Group Holding Limited (NYSE:BABA) stock has declined 34% since our last article, and over the last 12 months, the stock has declined a staggering 60% due to regulatory concerns and a host of negative narratives surrounding the company and the Chinese economy. In our last article, we covered the regulatory pressures on Alibaba and concluded things will eventually get better, but unfortunately, the decision by authorities to call a truce on the crackdown has taken much longer than we anticipated. In this article, we will discuss our thoughts on the potential future direction of the stock following a rerating in the market over the last few months.The Chain Of EventsAlibaba stock has witnessed considerable volatility over the past couple of months and it is important to get an understanding of the sequence of events that have transpired to gauge a measure of what we are dealing with here. In our opinion, investors need to understand the sensitivity of Alibaba stock price to key developments (earnings, regulatory updates, etc.) to form a data-driven opinion of where the stock is headed in the future. In this segment, we will highlight the key developments briefly to help you quickly understand where we are at.Exhibit 1: BABA stock price and daily percentage changeAuthor using Yahoo Finance data.Source: AuthorDateNewsMarket ReactionFebruary 24Alibaba posts non-GAAP EPS of RMB 16.87, beating analyst estimates for earnings. The company, however, missed the revenue guidance by more than RMB 3 billion.Alibaba stock declined just 0.7% on the earnings release day, but the stock had already declined more than 12.3% in the 3 days leading up to the earnings report.March 10SEC hints at delisting actions.Alibaba stock declined 23.9% over 4 days.March 16Chinese authorities confirm their support for Chinese IPOs abroad, calling for closure on the tech crackdown.Shares gained 36.8% on March 16 and the rally continued in the days that followed.March 22Alibaba boosts its share buyback program to $25 billion from $15 billion.Shares gained 13% post announcement.Subsequent to the promising development with share buybacks, Alibaba shares yet again witnessed selling pressure due to strict lockdown measures imposed by the Chinese government to curb the spread of new COVID-19 cases and on the news that long-standing advocate of Alibaba, Charlie Munger, trimmed his position in half.What To Look Out For?Despite being plagued by a host of negative developments on the external front, the critical factor an investor needs to assess is the fundamental prospects for the company going forward. Since its IPO, Alibaba was accustomed to a high level of revenue growth averaging 30-50% YoY with various new initiatives and innovations driving the company. Going forward, in the post-regulation era, we are now entering a subdued growth period for the company. This was evident in the most recent quarter as well, but to be fair, a slowdown in growth was always on the cards and it would have been irrational to expect Alibaba to grow at the same pace given the maturing nature of the company and the Chinese economy. That being said, investors were caught off-guard with the worse-than-expected deceleration of growth in the last quarter, and we believe it makes sense to determine whether Alibaba can reverse this trend or whether the company will continue to report lackluster revenue growth in the coming years, which does not bode well for growth investors.Understanding The Revenue DriversFor the quarter ended December 31, 2021, Alibaba reported revenue of $38 billion, an increase of 10% year-over-year. Below is a breakdown of revenue growth by segment.China commerce segment: 7%Cloud segment: 20%Local consumer services segment: 27%International commerce segment: 18%Exhibit 2: Alibaba revenue growth by segment (last 4 quarters)Company financials.Source: Author prepared based on company financials**Note: \"Other\" Commerce in historical periods has been included under the Cainiao segment.Nearly 70% of company revenue is contributed by the China Commerce segment and it is the weakness in this segment that had the biggest impact on revenue growth in the December quarter. The company management views this deceleration of growth as a result of slowing market conditions as well as competition. With a closer look at the overall revenue growth of the company and historical user growth trends, we can infer that there was a significant drop in average spending by customers in the December quarter. This supports the above theory that revenue growth deceleration is a result of challenging market conditions.Exhibit 3: Alibaba quarterly revenue growth and user growth trendsCompany financials.Source: Author prepared based on company financialsIf we dig deeper, year-over-year growth rates of physical goods GMV for apparel and accessories and consumer electronic categories were slower than the overall average growth, while growth in the FMCG and home furnishing categories were better than the average. This granular detail also suggests that the slowdown in Chinese economic growth might have negatively impacted discretionary consumer spending, which brings us to the next segment of this analysis.The Declining Private Consumption In ChinaAs per the latest IMF report on China, despite average sequential headline GDP growth reaching pre-crisis levels, the level of private consumption is currently well below its pre-crisis forecast. The weakness in consumption and elevated household savings are likely the result of prolonged uncertainty surrounding the virus and vaccine efficacy as well as a soft labor market as new urban job creation is still hovering below 2019 levels. Further, we believe the Zero-COVID approach adopted by the authorities has had a considerable impact on private consumption as it creates uncertainty about what the future holds for the Chinese economy. The strict measures imposed by the government from time to time have also created a stop-and-go business activity pattern, which is not ideal for economic growth.Exhibit 4: Private consumption in ChinaThe International Monetary Fund.Source: The International Monetary FundWith lockdown measures imposed in Shenzhen and Shanghai in March and April, respectively, we remain cautious on the revenue prospects for Alibaba in the upcoming quarter, and we fear the company might once again disappoint investors with lackluster growth, and in the worst-case scenario, with a massive earnings miss.Exhibit 5: China economic growth and outbreaks of COVID-19The International Monetary Fund.Source: The International Monetary FundAs a tool to spur economic growth, China’s Central bank has been resorting to decreasing its policy rates in the past. We view the latest decision on April 15 to keep interest rates unchanged as unexpected. However, we believe further expansionary monetary policy decisions would have to be made eventually over the course of the year to support demand until private consumption recovers fully.The Zero-COVID policy enacted by the Chinese government along with the already struggling private consumption leaves us with no doubt that Alibaba will find it difficult to grow in the next couple of quarters.TakeawayFor close to a year, we have been monitoring Alibaba, and we have been eagerly expecting Mr. Market to focus on the fundamentals of the company instead of temporary external shocks. Today, we believe this is finally happening, aided by the Chinese regulators' positive comments toward tech companies. The shift in focus from the tech crackdown to the company's financials is a positive one, but then again, Alibaba is going through a difficult period financially, so this positive development will not yield positive results just yet. However, we believe Alibaba is deeply undervalued today and that handsome returns are in the cards for investors willing to stomach this volatility. For this reason, we remain invested in Alibaba.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935082829,"gmtCreate":1663020766861,"gmtModify":1676537181282,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9935082829","repostId":"2266932667","repostType":2,"repost":{"id":"2266932667","pubTimestamp":1662996066,"share":"https://ttm.financial/m/news/2266932667?lang=&edition=fundamental","pubTime":"2022-09-12 23:21","market":"us","language":"en","title":"Google Completes Acquisition of Mandiant","url":"https://stock-news.laohu8.com/highlight/detail?id=2266932667","media":"StreetInsider","summary":"Google LLC today announced the completion of its acquisition of Mandiant, Inc. (NASDAQ: MNDT), a rec","content":"<html><head></head><body><p>Google LLC today announced the completion of its acquisition of <a href=\"https://laohu8.com/S/MNDT\">Mandiant</a>, Inc. (NASDAQ: MNDT), a recognized leader in dynamic cyber defense, threat intelligence and incident response services. Mandiant will join Google Cloud and retain the Mandiant brand.</p><p>Google and Mandiant share a long commitment to industry-leading security. Over the past two decades, Google has innovated to build some of the most secure computing systems in the world. Google Cloud customers and partners benefit from these pioneering security capabilities including world-class threat intelligence, zero trust architecture, and planet-scale analytics for security operations. Mandiant, which is known for delivering unparalleled frontline expertise and industry-leading threat intelligence, is a proven first responder to the world&#39;s largest cybersecurity incidents. Mandiant&#39;s services, delivered by their team of security and intelligence individuals spread across 22 countries, are widely recognized for helping top enterprises and organizations prepare for and react to cybersecurity incidents.</p><p>With this acquisition, Google Cloud and Mandiant will deliver an end-to-end security operations suite with even greater capabilities to support customers across their cloud and on-premise environments.</p><p>&#34;The completion of this acquisition will enable us to deliver a comprehensive and best-in-class cybersecurity solution,&#34; said Thomas Kurian, CEO of Google Cloud. &#34;We believe this acquisition creates incredible value for our customers and the security industry at large. Together, Google Cloud and Mandiant will help reinvent how organizations protect themselves, as well as detect and respond to threats.&#34;</p><p>Organizations today are facing cybersecurity challenges that have accelerated in frequency, severity and diversity, creating a global security imperative. Enterprises need to be able to detect and respond to malicious actors quickly, with actionable threat intelligence to continually protect their organizations against new attacks.</p><p>&#34;Mandiant is driven by a mission to make every organization secure from cyber threats and confident in their readiness,&#34; said Kevin Mandia, CEO, Mandiant. &#34;Combining our 18 years of threat intelligence and incident response experience with Google Cloud&#39;s security expertise presents an incredible opportunity to deliver with the speed and scale that the security industry needs.&#34;</p><p>Hear from others on the impact of this acquisition:</p><ul><li>&#34;The power of stronger partnerships across the cybersecurity ecosystem is critical to driving value for clients and protecting industries around the globe. The combination of Google Cloud and Mandiant and their commitment to multi-cloud will further support increased collaboration, driving innovation across the cybersecurity industry and augmenting threat research capabilities. We look forward to working with them on this mission.&#34; - Paolo Dal Cin, Global Lead, Accenture Security</li><li>&#34;Google&#39;s acquisition of Mandiant, a leader in threat intelligence, security advisory, consulting and incident response services will allow Google Cloud to deliver an end-to-end security operations suite with even greater capabilities and services to support customers in their security transformation across cloud and on-premise environments.&#34; - Craig Robinson, Research <a href=\"https://laohu8.com/S/VP..UK\">VP</a>, Security Services, IDC</li><li>&#34;Bringing together Mandiant and Google Cloud, two long-time cybersecurity leaders, will advance how companies identify and defend against threats. We look forward to the impact of this acquisition, both for the security industry and the protection of our customers.&#34; - Andy Schworer, Director, Cyber Defense Engineering, Uber</li></ul></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google Completes Acquisition of Mandiant</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\">\nGoogle Completes Acquisition of Mandiant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-12 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20573208><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Google LLC today announced the completion of its acquisition of Mandiant, Inc. (NASDAQ: MNDT), a recognized leader in dynamic cyber defense, threat intelligence and incident response services. ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20573208\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","MNDT":"Mandiant"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20573208","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266932667","content_text":"Google LLC today announced the completion of its acquisition of Mandiant, Inc. (NASDAQ: MNDT), a recognized leader in dynamic cyber defense, threat intelligence and incident response services. Mandiant will join Google Cloud and retain the Mandiant brand.Google and Mandiant share a long commitment to industry-leading security. Over the past two decades, Google has innovated to build some of the most secure computing systems in the world. Google Cloud customers and partners benefit from these pioneering security capabilities including world-class threat intelligence, zero trust architecture, and planet-scale analytics for security operations. Mandiant, which is known for delivering unparalleled frontline expertise and industry-leading threat intelligence, is a proven first responder to the world's largest cybersecurity incidents. Mandiant's services, delivered by their team of security and intelligence individuals spread across 22 countries, are widely recognized for helping top enterprises and organizations prepare for and react to cybersecurity incidents.With this acquisition, Google Cloud and Mandiant will deliver an end-to-end security operations suite with even greater capabilities to support customers across their cloud and on-premise environments.\"The completion of this acquisition will enable us to deliver a comprehensive and best-in-class cybersecurity solution,\" said Thomas Kurian, CEO of Google Cloud. \"We believe this acquisition creates incredible value for our customers and the security industry at large. Together, Google Cloud and Mandiant will help reinvent how organizations protect themselves, as well as detect and respond to threats.\"Organizations today are facing cybersecurity challenges that have accelerated in frequency, severity and diversity, creating a global security imperative. Enterprises need to be able to detect and respond to malicious actors quickly, with actionable threat intelligence to continually protect their organizations against new attacks.\"Mandiant is driven by a mission to make every organization secure from cyber threats and confident in their readiness,\" said Kevin Mandia, CEO, Mandiant. \"Combining our 18 years of threat intelligence and incident response experience with Google Cloud's security expertise presents an incredible opportunity to deliver with the speed and scale that the security industry needs.\"Hear from others on the impact of this acquisition:\"The power of stronger partnerships across the cybersecurity ecosystem is critical to driving value for clients and protecting industries around the globe. The combination of Google Cloud and Mandiant and their commitment to multi-cloud will further support increased collaboration, driving innovation across the cybersecurity industry and augmenting threat research capabilities. We look forward to working with them on this mission.\" - Paolo Dal Cin, Global Lead, Accenture Security\"Google's acquisition of Mandiant, a leader in threat intelligence, security advisory, consulting and incident response services will allow Google Cloud to deliver an end-to-end security operations suite with even greater capabilities and services to support customers in their security transformation across cloud and on-premise environments.\" - Craig Robinson, Research VP, Security Services, IDC\"Bringing together Mandiant and Google Cloud, two long-time cybersecurity leaders, will advance how companies identify and defend against threats. We look forward to the impact of this acquisition, both for the security industry and the protection of our customers.\" - Andy Schworer, Director, Cyber Defense Engineering, Uber","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938253457,"gmtCreate":1662618362279,"gmtModify":1676537102582,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9938253457","repostId":"1119363305","repostType":4,"repost":{"id":"1119363305","pubTimestamp":1662613739,"share":"https://ttm.financial/m/news/1119363305?lang=&edition=fundamental","pubTime":"2022-09-08 13:08","market":"us","language":"en","title":"Tim Cook Didn’t Have \"One More Thing,\" so Apple Offered Consumers a Break, for Once","url":"https://stock-news.laohu8.com/highlight/detail?id=1119363305","media":"MarketWatch","summary":"Apple’s iPhone 14 event was notable more for what the company didn’t do: Raise prices on its top-end smartphonesApple CEO Tim Cook holds a new iPhone 14 Pro during Wednesday’s eventn Cupertino, Calif.","content":"<html><head></head><body><p>Apple’s iPhone 14 event was notable more for what the company didn’t do: Raise prices on its top-end smartphones</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/689ed65479a46375dcaf6fa32912c643\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Apple CEO Tim Cook holds a new iPhone 14 Pro during Wednesday’s eventn Cupertino, Calif. GETTY IMAGES</span></p><p>Chief Executive Tim Cook didn’t show off “one more thing” on Wednesday, but he did have one new Apple Inc. offering to share: reasonable pricing.</p><p>Apple has long shown a willingness to charge premium prices for its iPhones, including breaking the $1,000 barrier a few years back with the iPhone X, and was expected to increase prices on the smartphones again with the iPhone 14 unveiling on Wednesday. Cook kept the price the same as the last two iPhone models, however, and even added in some other deals: Free satellite emergency service for two years, and an update to Apple Care+ to remove a limit on the number of repairs each year.</p><p>“It was a shock, I thought a $100 price increase was a foregone conclusion,” said Dan Ives, an analyst at Wedbush Securities. “Apple read the room and Cook didn’t want to raise prices.”</p><p>At the very least, analysts expected Apple to increase prices on its top-end smartphones, the iPhone Pro and Pro Max. Maribel Lopez, principal analyst at Lopez Research, said she had been hearing talk of price hikes of up to several hundred dollars that would “fork the line,” or allow greater separation between lower-priced and premium offerings.</p><p>“This was their opportunity, they were going to fork the line, and have very affordable and very flagship, and that was surprising that didn’t happen,” Lopez said. “I think that is the right move. It’s becoming difficult to get people to upgrade, they hold onto them longer, they are not inexpensive.”</p><p>The concern for investors from this move would be Apple’s profit margin. Record inflation has not just hit consumers — electronics manufacturers are seeing higher prices and uncertain supply of many components. The 15-year-old iPhone family is still Apple’s biggest revenue and profit generator, even as it is a mature product, so a margin decline would be felt acutely on the overall bottom line.</p><p>Lopez and Ives said the move should not be too much of a drag on Apple’s margins, however, thanks to strength with suppliers and a move toward using Apple’s own semiconductors.</p><p>“They have more control over their supply chain,” Ives said, adding that “the Apple silicon gives them flexibility.”</p><p>“Everything being an A or an M chip, that allows them a certain flexibility,” Lopez said. “It’s a classic vertical integration strategy.”</p><p>Apple unveiled some new offerings that were not price-related, mostly features targeted at increasingly specific audiences, such as the Apple Ultra Watch for serious fitness enthusiasts. But Cook again didn’t take the opportunity to use co-founder Steve Jobs’ product-launch catchphrase, “one more thing,” at the end of an unveiling to show off the next big product — even though Apple may have a big launch on the way.</p><p>Apple reportedly is working on three sets of augmented/virtual-reality glasses, with one expected to launch next year and compete with Meta Platforms Inc.’s Oculus offerings. It would be only the second major product category to launch under Cook’s leadership, beside the Apple Watch.</p><p>But Apple never shows off the next big thing without a fully formed product ready to roll. So instead, Cook is just trying to keep consumers happy with new iPhones — at flat prices with better cameras, longer battery life and new features — until its next foray is actually ready.</p><p>That doesn’t do much for investors, though. They are still wondering when they will get a glimpse at the next device they are betting on, and will have to worry about the possibility of declining margins while they wait.</p><p><b>Also Read: Apple Launching iPhone 14 and Other Products, a &#39;Major Feat&#39; Says Analyst</b>  Sources: StreetInsider</p><p>Apple (NASDAQ:AAPL) held its first in-person product launch event since before the pandemic Wednesday afternoon with the highly anticipated iPhone 14 launch.</p><p>While the iPhone 14 was front and center at the launch event, Apple also announced a raft of other products and updates, including the Apple Watch Series 8 and the enhanced AirPods Pro 2.</p><p>The iPhone 14 series includes the general model, the 14 Plus, the 14 Pro, and the 14 Pro Max.Apple said the 14 and 14 Plus models include the A15 Bionic chip with a 5-core GPU, while the 14 Pro and Pro Max are powered by A16 Bionic, the fastest chip ever in a smartphone.</p><p>Furthermore, Apple announced new satellite-enabled services for some of its products, with Globalstar, a satellite communications firm, managing the satellite-powered emergency SOS service.</p><p>Apple will pay 95% of the approved capital spending Globalstar makes in connection with the new satellites, according to a filing.It also states that they are expected to make the services available to customers during the fourth quarter of 2022.</p><p>Globalstar shares surged following the news earlier today but closed the session down 1.4%.</p><p>Reacting to the Apple announcements and event, Wedbush analyst Daniel Ives, who has an Outperform rating and a $220 price target on the stock, said, &#34;the Apple Watch and AirPods have transformed from a rounding error to a significant tangential product segment at Apple.&#34;</p><p>He added that it speaks to the monetization of a golden 1.8 billion iOS installed base that remains &#34;unmatched globally.&#34;</p><p>&#34;Taking a step back, launching 3 new core hardware products within the Apple ecosystem despite the biggest supply chain crisis seen in modern history is a major feat for Cook &amp; Co., especially with the zero Covid shutdowns in China seen in April/May,&#34; he added.</p><p>Commenting specifically on the iPhone 14 launch, Ives stated they believe the &#34;initial order for 90 million iPhone 14 units out of the gates with Asian suppliers has stayed firm&#34; based on recent checks and will be roughly flat with iPhone 13 despite the macro storm clouds building.&#34;</p><p>Apple shares gained just under 1% in Wednesday&#39;s session.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tim Cook Didn’t Have \"One More Thing,\" so Apple Offered Consumers a Break, for Once</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\">\nTim Cook Didn’t Have \"One More Thing,\" so Apple Offered Consumers a Break, for Once\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-08 13:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tim-cook-didnt-have-one-more-thing-so-apple-offered-consumers-a-break-for-once-11662592956?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s iPhone 14 event was notable more for what the company didn’t do: Raise prices on its top-end smartphonesApple CEO Tim Cook holds a new iPhone 14 Pro during Wednesday’s eventn Cupertino, Calif....</p>\n\n<a href=\"https://www.marketwatch.com/story/tim-cook-didnt-have-one-more-thing-so-apple-offered-consumers-a-break-for-once-11662592956?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/tim-cook-didnt-have-one-more-thing-so-apple-offered-consumers-a-break-for-once-11662592956?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119363305","content_text":"Apple’s iPhone 14 event was notable more for what the company didn’t do: Raise prices on its top-end smartphonesApple CEO Tim Cook holds a new iPhone 14 Pro during Wednesday’s eventn Cupertino, Calif. GETTY IMAGESChief Executive Tim Cook didn’t show off “one more thing” on Wednesday, but he did have one new Apple Inc. offering to share: reasonable pricing.Apple has long shown a willingness to charge premium prices for its iPhones, including breaking the $1,000 barrier a few years back with the iPhone X, and was expected to increase prices on the smartphones again with the iPhone 14 unveiling on Wednesday. Cook kept the price the same as the last two iPhone models, however, and even added in some other deals: Free satellite emergency service for two years, and an update to Apple Care+ to remove a limit on the number of repairs each year.“It was a shock, I thought a $100 price increase was a foregone conclusion,” said Dan Ives, an analyst at Wedbush Securities. “Apple read the room and Cook didn’t want to raise prices.”At the very least, analysts expected Apple to increase prices on its top-end smartphones, the iPhone Pro and Pro Max. Maribel Lopez, principal analyst at Lopez Research, said she had been hearing talk of price hikes of up to several hundred dollars that would “fork the line,” or allow greater separation between lower-priced and premium offerings.“This was their opportunity, they were going to fork the line, and have very affordable and very flagship, and that was surprising that didn’t happen,” Lopez said. “I think that is the right move. It’s becoming difficult to get people to upgrade, they hold onto them longer, they are not inexpensive.”The concern for investors from this move would be Apple’s profit margin. Record inflation has not just hit consumers — electronics manufacturers are seeing higher prices and uncertain supply of many components. The 15-year-old iPhone family is still Apple’s biggest revenue and profit generator, even as it is a mature product, so a margin decline would be felt acutely on the overall bottom line.Lopez and Ives said the move should not be too much of a drag on Apple’s margins, however, thanks to strength with suppliers and a move toward using Apple’s own semiconductors.“They have more control over their supply chain,” Ives said, adding that “the Apple silicon gives them flexibility.”“Everything being an A or an M chip, that allows them a certain flexibility,” Lopez said. “It’s a classic vertical integration strategy.”Apple unveiled some new offerings that were not price-related, mostly features targeted at increasingly specific audiences, such as the Apple Ultra Watch for serious fitness enthusiasts. But Cook again didn’t take the opportunity to use co-founder Steve Jobs’ product-launch catchphrase, “one more thing,” at the end of an unveiling to show off the next big product — even though Apple may have a big launch on the way.Apple reportedly is working on three sets of augmented/virtual-reality glasses, with one expected to launch next year and compete with Meta Platforms Inc.’s Oculus offerings. It would be only the second major product category to launch under Cook’s leadership, beside the Apple Watch.But Apple never shows off the next big thing without a fully formed product ready to roll. So instead, Cook is just trying to keep consumers happy with new iPhones — at flat prices with better cameras, longer battery life and new features — until its next foray is actually ready.That doesn’t do much for investors, though. They are still wondering when they will get a glimpse at the next device they are betting on, and will have to worry about the possibility of declining margins while they wait.Also Read: Apple Launching iPhone 14 and Other Products, a 'Major Feat' Says Analyst  Sources: StreetInsiderApple (NASDAQ:AAPL) held its first in-person product launch event since before the pandemic Wednesday afternoon with the highly anticipated iPhone 14 launch.While the iPhone 14 was front and center at the launch event, Apple also announced a raft of other products and updates, including the Apple Watch Series 8 and the enhanced AirPods Pro 2.The iPhone 14 series includes the general model, the 14 Plus, the 14 Pro, and the 14 Pro Max.Apple said the 14 and 14 Plus models include the A15 Bionic chip with a 5-core GPU, while the 14 Pro and Pro Max are powered by A16 Bionic, the fastest chip ever in a smartphone.Furthermore, Apple announced new satellite-enabled services for some of its products, with Globalstar, a satellite communications firm, managing the satellite-powered emergency SOS service.Apple will pay 95% of the approved capital spending Globalstar makes in connection with the new satellites, according to a filing.It also states that they are expected to make the services available to customers during the fourth quarter of 2022.Globalstar shares surged following the news earlier today but closed the session down 1.4%.Reacting to the Apple announcements and event, Wedbush analyst Daniel Ives, who has an Outperform rating and a $220 price target on the stock, said, \"the Apple Watch and AirPods have transformed from a rounding error to a significant tangential product segment at Apple.\"He added that it speaks to the monetization of a golden 1.8 billion iOS installed base that remains \"unmatched globally.\"\"Taking a step back, launching 3 new core hardware products within the Apple ecosystem despite the biggest supply chain crisis seen in modern history is a major feat for Cook & Co., especially with the zero Covid shutdowns in China seen in April/May,\" he added.Commenting specifically on the iPhone 14 launch, Ives stated they believe the \"initial order for 90 million iPhone 14 units out of the gates with Asian suppliers has stayed firm\" based on recent checks and will be roughly flat with iPhone 13 despite the macro storm clouds building.\"Apple shares gained just under 1% in Wednesday's session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091250890,"gmtCreate":1643880791448,"gmtModify":1676533867334,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091250890","repostId":"1168755249","repostType":4,"repost":{"id":"1168755249","pubTimestamp":1643873917,"share":"https://ttm.financial/m/news/1168755249?lang=&edition=fundamental","pubTime":"2022-02-03 15:38","market":"us","language":"en","title":"Cathie Wood Loads Up More Shares In Tesla And This Rival Chinese EV Maker On Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1168755249","media":"Benzinga","summary":"Cathie Wood-ledArk Investment Managementon Wednesday further raised its electric vehicle exposure as it bought shares inTesla Incand the U.S. listed Chinese electric vehicle makerXpeng Incon the dip.T","content":"<html><head></head><body><p><b>Cathie Wood</b>-led <b>Ark Investment Management</b> on Wednesday further raised its electric vehicle exposure as it bought shares in<b>Tesla Inc</b> and the U.S. listed Chinese electric vehicle maker <b>Xpeng Inc</b> on the dip.</p><p>The popular stock picker bought 1,931 shares — estimated to be worth $1.74 million— in the Elon Musk-led company’s stock.</p><p>Tesla stock closed 2.75% lower at $905.66 a share on Wednesday. The stock is down 24.5% year-to-date.</p><p>Ark Invest sold shares in Tesla via the <b>Ark Innovation ETF.</b> Two other ETFs — the <b>Ark</b> <b>Next</b> <b>Generation Internet ETF</b> and the Ark <b>Autonomous Technology &amp; Robotics ETF</b> own shares as well.</p><p>The three ETFs held 1.54 million shares — worth $1.44 billion — in Tesla, prior to Wednesday’s trade.</p><p>Tesla lawyers on Tuesday told a federal courtthat Musk’s 2018 tweet claiming that he was considering taking the company private at $420 a share was “entirely truthful,” and that he had secured support from Saudi Arabia’s sovereign wealth fund for the action.</p><p>Tesla shares have been under pressure since last week after Musk told investors that the electric vehicle maker is currently not making a $25,000 electric car.</p><p>Musk said Tesla does not plan to produce new model vehicles this year and that it is more important to develop the humanoid robot and focus on autopilot, or the full self driving.</p><p>The lowered price has pushed Wood to resume buying shares in Tesla after months of profit booking in the stock.</p><p>Ark Invest also lifted up its exposure, buying 32,492 shares — estimated to be worth $1.16 million — in the Guangzhou, China-based Xpeng. The money managing firm has been buying shares in Xpeng via ARKQ.</p><p>Xpeng shares closed 1.65% lower at $35.8 a share. The stock is down 29% year-to-date.</p><p>Xpeng said on Tuesday it delivered 12,922 electric vehicles in January, a fall of 19% over December and a jump of 114% over January 2021. The delivery numbers were higher than those of local rivals including <b>Nio Inc</b> and <b>Li Auto Inc</b> Alerts.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Loads Up More Shares In Tesla And This Rival Chinese EV Maker On Wednesday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Loads Up More Shares In Tesla And This Rival Chinese EV Maker On Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 15:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/02/25386452/cathie-wood-loads-up-more-shares-in-tesla-and-this-rival-chinese-ev-maker-on-wednesday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Investment Management on Wednesday further raised its electric vehicle exposure as it bought shares inTesla Inc and the U.S. listed Chinese electric vehicle maker Xpeng Inc on the ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/02/25386452/cathie-wood-loads-up-more-shares-in-tesla-and-this-rival-chinese-ev-maker-on-wednesday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/02/25386452/cathie-wood-loads-up-more-shares-in-tesla-and-this-rival-chinese-ev-maker-on-wednesday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168755249","content_text":"Cathie Wood-led Ark Investment Management on Wednesday further raised its electric vehicle exposure as it bought shares inTesla Inc and the U.S. listed Chinese electric vehicle maker Xpeng Inc on the dip.The popular stock picker bought 1,931 shares — estimated to be worth $1.74 million— in the Elon Musk-led company’s stock.Tesla stock closed 2.75% lower at $905.66 a share on Wednesday. The stock is down 24.5% year-to-date.Ark Invest sold shares in Tesla via the Ark Innovation ETF. Two other ETFs — the Ark Next Generation Internet ETF and the Ark Autonomous Technology & Robotics ETF own shares as well.The three ETFs held 1.54 million shares — worth $1.44 billion — in Tesla, prior to Wednesday’s trade.Tesla lawyers on Tuesday told a federal courtthat Musk’s 2018 tweet claiming that he was considering taking the company private at $420 a share was “entirely truthful,” and that he had secured support from Saudi Arabia’s sovereign wealth fund for the action.Tesla shares have been under pressure since last week after Musk told investors that the electric vehicle maker is currently not making a $25,000 electric car.Musk said Tesla does not plan to produce new model vehicles this year and that it is more important to develop the humanoid robot and focus on autopilot, or the full self driving.The lowered price has pushed Wood to resume buying shares in Tesla after months of profit booking in the stock.Ark Invest also lifted up its exposure, buying 32,492 shares — estimated to be worth $1.16 million — in the Guangzhou, China-based Xpeng. The money managing firm has been buying shares in Xpeng via ARKQ.Xpeng shares closed 1.65% lower at $35.8 a share. The stock is down 29% year-to-date.Xpeng said on Tuesday it delivered 12,922 electric vehicles in January, a fall of 19% over December and a jump of 114% over January 2021. The delivery numbers were higher than those of local rivals including Nio Inc and Li Auto Inc Alerts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008278475,"gmtCreate":1641474633832,"gmtModify":1676533618721,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008278475","repostId":"1167281703","repostType":4,"repost":{"id":"1167281703","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641474074,"share":"https://ttm.financial/m/news/1167281703?lang=&edition=fundamental","pubTime":"2022-01-06 21:01","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1167281703","media":"Tiger Newspress","summary":"U.S. stock index futures were mixed on Thursday, with economy-linked banking and energy shares leading gains, while interest rate-sensitive growth names remained under pressure from the Federal Reserv","content":"<html><head></head><body><p>U.S. stock index futures were mixed on Thursday, with economy-linked banking and energy shares leading gains, while interest rate-sensitive growth names remained under pressure from the Federal Reserve&#39;s hawkish signals.</p><p>At 8:00 a.m. ET, Dow e-minis were up 91 points, or 0.25% and S&amp;P 500 e-minis were down  0.5points, or 0.01%.</p><p>Nasdaq 100 e-minis fell 84.5 points, or 0. 54%, dragged down by shares of Microsoft Corp (MSFT.O), Amazon.com , Apple Inc (AAPL.O) and Tesla Inc (TSLA.O) which fell between 0.6% and 1.6%.</p><p><img src=\"https://static.tigerbbs.com/8631d24ab9a78d9b68745b7c98716f23\" tg-width=\"379\" tg-height=\"161\" referrerpolicy=\"no-referrer\"/></p><p><b>Stocks making the biggest moves premarket:</b></p><p>Walgreens (WBA) – The drug store operator’s shares gained 2.9% in the premarket, after beating estimates on both the top and bottom lines for its latest quarter. Walgreens earned an adjusted $1.68 per share, compared with the $1.33 consensus estimate, boosted by demand for Covid-19 vaccinations and testing.</p><p>Bed Bath &amp; Beyond (BBBY) – The housewares retailer tumbled 9.3%, then soared back over 8% in premarket trading, after reporting an adjusted quarterly loss of 25 cents per share compared with a consensus estimate of breakeven. Overall and comparable-store sales also fell below Wall Street forecasts.</p><p>Constellation Brands (STZ) – The spirits producer’s stock initially fell 2% in the premarket after reporting earnings, before recovering that loss. Constellation earned an adjusted $3.12 per share, compared with a $2.76 consensus estimate, with sales also beating forecasts.</p><p>Conagra (CAG) – Conagra fell 1% in the premarket after missing estimates by 4 cents with an adjusted quarterly profit of 64 cents per share, although revenue was slightly above forecasts. Conagra did raise its full-year sales forecast on higher prices and strong demand for its frozen foods.</p><p>Helen of Troy (HELE) – Helen of Troy shares added 2.2% in premarket trading after the household products company beat consensus estimates in its latest quarter and raised its earnings outlook. Helen of Troy reported an adjusted quarterly profit of $3.72 per share, well above the $3.11 that analysts were expecting. Results were driven by double-digit growth in housewares and beauty products.</p><p>Pfizer (PFE), BioNTech (BNTX) – The CDC has recommended the use of the Pfizer/BioNTech Covid-19 vaccine as a booster shot for the 12 to 15 years old age group. The agency estimates that about half the group is fully vaccinated and that about a third of those will return for the booster shot. BioNTech rose 2.5% in premarket trading, while Pfizer was little changed.</p><p>Hasbro (HAS) – The toymaker named digital gaming business head Chris Cocks as its next CEO, effective February 25. He’ll replace interim CEO Rich Stoddart, who has been filling that role since the death of Brian Goldner last October.</p><p>Coinbase (COIN) – Coinbase reversed an earlier premarket slide and rose 1%, following an upgrade to “buy” from “neutral” at BofA Securities. Coinbase initially extended yesterday’s 6.4% loss after the cryptocurrency exchange operator’s shares fell for four straight days as crypto prices tumbled, with losses accelerating following yesterday’s release of Fed meeting minutes.</p><p>Datadog (DDOG) – Datadog shares added 2.2% in the premarket after the monitoring and security platform provider announced a new partnership with Amazon Web Services, which will focus on developing and tightening product alignment.</p><p>ADT (ADT) – ADT lost 2.1% in premarket trading after RBC Capital downgraded the home security products provider to “sector perform” from “outperform,” and cut its price target to $10 from $12 per share. RBC cites component and wage inflation, among other factors.</p><p>Allbirds (BIRD) – The footwear maker’s stock rallied 5.7% in the premarket after Morgan Stanley upgraded it to “overweight” from “equal-weight”. The firm said the company’s valuation is attractive relative to its peers because of a recent pullback in the stock as well as growth prospects.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Thursday</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\">\nToplines Before US Market Open on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-06 21:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures were mixed on Thursday, with economy-linked banking and energy shares leading gains, while interest rate-sensitive growth names remained under pressure from the Federal Reserve&#39;s hawkish signals.</p><p>At 8:00 a.m. ET, Dow e-minis were up 91 points, or 0.25% and S&amp;P 500 e-minis were down  0.5points, or 0.01%.</p><p>Nasdaq 100 e-minis fell 84.5 points, or 0. 54%, dragged down by shares of Microsoft Corp (MSFT.O), Amazon.com , Apple Inc (AAPL.O) and Tesla Inc (TSLA.O) which fell between 0.6% and 1.6%.</p><p><img src=\"https://static.tigerbbs.com/8631d24ab9a78d9b68745b7c98716f23\" tg-width=\"379\" tg-height=\"161\" referrerpolicy=\"no-referrer\"/></p><p><b>Stocks making the biggest moves premarket:</b></p><p>Walgreens (WBA) – The drug store operator’s shares gained 2.9% in the premarket, after beating estimates on both the top and bottom lines for its latest quarter. Walgreens earned an adjusted $1.68 per share, compared with the $1.33 consensus estimate, boosted by demand for Covid-19 vaccinations and testing.</p><p>Bed Bath &amp; Beyond (BBBY) – The housewares retailer tumbled 9.3%, then soared back over 8% in premarket trading, after reporting an adjusted quarterly loss of 25 cents per share compared with a consensus estimate of breakeven. Overall and comparable-store sales also fell below Wall Street forecasts.</p><p>Constellation Brands (STZ) – The spirits producer’s stock initially fell 2% in the premarket after reporting earnings, before recovering that loss. Constellation earned an adjusted $3.12 per share, compared with a $2.76 consensus estimate, with sales also beating forecasts.</p><p>Conagra (CAG) – Conagra fell 1% in the premarket after missing estimates by 4 cents with an adjusted quarterly profit of 64 cents per share, although revenue was slightly above forecasts. Conagra did raise its full-year sales forecast on higher prices and strong demand for its frozen foods.</p><p>Helen of Troy (HELE) – Helen of Troy shares added 2.2% in premarket trading after the household products company beat consensus estimates in its latest quarter and raised its earnings outlook. Helen of Troy reported an adjusted quarterly profit of $3.72 per share, well above the $3.11 that analysts were expecting. Results were driven by double-digit growth in housewares and beauty products.</p><p>Pfizer (PFE), BioNTech (BNTX) – The CDC has recommended the use of the Pfizer/BioNTech Covid-19 vaccine as a booster shot for the 12 to 15 years old age group. The agency estimates that about half the group is fully vaccinated and that about a third of those will return for the booster shot. BioNTech rose 2.5% in premarket trading, while Pfizer was little changed.</p><p>Hasbro (HAS) – The toymaker named digital gaming business head Chris Cocks as its next CEO, effective February 25. He’ll replace interim CEO Rich Stoddart, who has been filling that role since the death of Brian Goldner last October.</p><p>Coinbase (COIN) – Coinbase reversed an earlier premarket slide and rose 1%, following an upgrade to “buy” from “neutral” at BofA Securities. Coinbase initially extended yesterday’s 6.4% loss after the cryptocurrency exchange operator’s shares fell for four straight days as crypto prices tumbled, with losses accelerating following yesterday’s release of Fed meeting minutes.</p><p>Datadog (DDOG) – Datadog shares added 2.2% in the premarket after the monitoring and security platform provider announced a new partnership with Amazon Web Services, which will focus on developing and tightening product alignment.</p><p>ADT (ADT) – ADT lost 2.1% in premarket trading after RBC Capital downgraded the home security products provider to “sector perform” from “outperform,” and cut its price target to $10 from $12 per share. RBC cites component and wage inflation, among other factors.</p><p>Allbirds (BIRD) – The footwear maker’s stock rallied 5.7% in the premarket after Morgan Stanley upgraded it to “overweight” from “equal-weight”. The firm said the company’s valuation is attractive relative to its peers because of a recent pullback in the stock as well as growth prospects.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIRD":"Allbirds, Inc.",".DJI":"道琼斯","HELE":"海伦特洛伊家电","COIN":"Coinbase Global, Inc.","HAS":"孩之宝","DDOG":"Datadog","PFE":"辉瑞","BNTX":"BioNTech SE","STZ":"星座品牌","CAG":"康尼格拉","BBBY":"3B家居",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","ADT":"Adt Inc.","WBA":"沃尔格林联合博姿"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167281703","content_text":"U.S. stock index futures were mixed on Thursday, with economy-linked banking and energy shares leading gains, while interest rate-sensitive growth names remained under pressure from the Federal Reserve's hawkish signals.At 8:00 a.m. ET, Dow e-minis were up 91 points, or 0.25% and S&P 500 e-minis were down  0.5points, or 0.01%.Nasdaq 100 e-minis fell 84.5 points, or 0. 54%, dragged down by shares of Microsoft Corp (MSFT.O), Amazon.com , Apple Inc (AAPL.O) and Tesla Inc (TSLA.O) which fell between 0.6% and 1.6%.Stocks making the biggest moves premarket:Walgreens (WBA) – The drug store operator’s shares gained 2.9% in the premarket, after beating estimates on both the top and bottom lines for its latest quarter. Walgreens earned an adjusted $1.68 per share, compared with the $1.33 consensus estimate, boosted by demand for Covid-19 vaccinations and testing.Bed Bath & Beyond (BBBY) – The housewares retailer tumbled 9.3%, then soared back over 8% in premarket trading, after reporting an adjusted quarterly loss of 25 cents per share compared with a consensus estimate of breakeven. Overall and comparable-store sales also fell below Wall Street forecasts.Constellation Brands (STZ) – The spirits producer’s stock initially fell 2% in the premarket after reporting earnings, before recovering that loss. Constellation earned an adjusted $3.12 per share, compared with a $2.76 consensus estimate, with sales also beating forecasts.Conagra (CAG) – Conagra fell 1% in the premarket after missing estimates by 4 cents with an adjusted quarterly profit of 64 cents per share, although revenue was slightly above forecasts. Conagra did raise its full-year sales forecast on higher prices and strong demand for its frozen foods.Helen of Troy (HELE) – Helen of Troy shares added 2.2% in premarket trading after the household products company beat consensus estimates in its latest quarter and raised its earnings outlook. Helen of Troy reported an adjusted quarterly profit of $3.72 per share, well above the $3.11 that analysts were expecting. Results were driven by double-digit growth in housewares and beauty products.Pfizer (PFE), BioNTech (BNTX) – The CDC has recommended the use of the Pfizer/BioNTech Covid-19 vaccine as a booster shot for the 12 to 15 years old age group. The agency estimates that about half the group is fully vaccinated and that about a third of those will return for the booster shot. BioNTech rose 2.5% in premarket trading, while Pfizer was little changed.Hasbro (HAS) – The toymaker named digital gaming business head Chris Cocks as its next CEO, effective February 25. He’ll replace interim CEO Rich Stoddart, who has been filling that role since the death of Brian Goldner last October.Coinbase (COIN) – Coinbase reversed an earlier premarket slide and rose 1%, following an upgrade to “buy” from “neutral” at BofA Securities. Coinbase initially extended yesterday’s 6.4% loss after the cryptocurrency exchange operator’s shares fell for four straight days as crypto prices tumbled, with losses accelerating following yesterday’s release of Fed meeting minutes.Datadog (DDOG) – Datadog shares added 2.2% in the premarket after the monitoring and security platform provider announced a new partnership with Amazon Web Services, which will focus on developing and tightening product alignment.ADT (ADT) – ADT lost 2.1% in premarket trading after RBC Capital downgraded the home security products provider to “sector perform” from “outperform,” and cut its price target to $10 from $12 per share. RBC cites component and wage inflation, among other factors.Allbirds (BIRD) – The footwear maker’s stock rallied 5.7% in the premarket after Morgan Stanley upgraded it to “overweight” from “equal-weight”. The firm said the company’s valuation is attractive relative to its peers because of a recent pullback in the stock as well as growth prospects.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047958015,"gmtCreate":1656858740037,"gmtModify":1676535904740,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047958015","repostId":"2248980919","repostType":4,"repost":{"id":"2248980919","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1656848586,"share":"https://ttm.financial/m/news/2248980919?lang=&edition=fundamental","pubTime":"2022-07-03 19:43","market":"us","language":"en","title":"Tesla Q2 Deliveries Slump To 254,695 Amid Supply Chain, Pandemic Problems","url":"https://stock-news.laohu8.com/highlight/detail?id=2248980919","media":"Reuters","summary":"July 2 (Reuters) - Tesla Inc said on Saturday its vehicle deliveries fell to 254,695 in the second q","content":"<html><head></head><body><p>July 2 (Reuters) - Tesla Inc said on Saturday its vehicle deliveries fell to 254,695 in the second quarter, as a COVID-related shutdown in Shanghai hit its production and supply chain.</p><p>In the preceding quarter, the U.S. electric car maker delivered 310,048 vehicles globally.</p><p>Analysts had expected Tesla to report deliveries of 295,078 vehicles for the April to June period, according to Refinitiv data. Several analysts had slashed their estimates further to about 250,000 due to China&#39;s prolonged lockdown.</p><p>Tesla said it delivered 238,533 Model 3 compact cars and Model Y sport-utility vehicles, as well as 16,162 of its Model S and Model X vehicles to customers in the quarter.</p><p>Total production fell 15.3% to 258,580 vehicles from the first quarter. June 2022 was the highest vehicle production month in Tesla&#39;s history, the company said in a news release.</p><p><img src=\"https://static.tigerbbs.com/b06a0b120caa4763851aba5807bfe85b\" tg-width=\"1017\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Q2 Deliveries Slump To 254,695 Amid Supply Chain, Pandemic Problems</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Q2 Deliveries Slump To 254,695 Amid Supply Chain, Pandemic Problems\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-03 19:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>July 2 (Reuters) - Tesla Inc said on Saturday its vehicle deliveries fell to 254,695 in the second quarter, as a COVID-related shutdown in Shanghai hit its production and supply chain.</p><p>In the preceding quarter, the U.S. electric car maker delivered 310,048 vehicles globally.</p><p>Analysts had expected Tesla to report deliveries of 295,078 vehicles for the April to June period, according to Refinitiv data. Several analysts had slashed their estimates further to about 250,000 due to China&#39;s prolonged lockdown.</p><p>Tesla said it delivered 238,533 Model 3 compact cars and Model Y sport-utility vehicles, as well as 16,162 of its Model S and Model X vehicles to customers in the quarter.</p><p>Total production fell 15.3% to 258,580 vehicles from the first quarter. June 2022 was the highest vehicle production month in Tesla&#39;s history, the company said in a news release.</p><p><img src=\"https://static.tigerbbs.com/b06a0b120caa4763851aba5807bfe85b\" tg-width=\"1017\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248980919","content_text":"July 2 (Reuters) - Tesla Inc said on Saturday its vehicle deliveries fell to 254,695 in the second quarter, as a COVID-related shutdown in Shanghai hit its production and supply chain.In the preceding quarter, the U.S. electric car maker delivered 310,048 vehicles globally.Analysts had expected Tesla to report deliveries of 295,078 vehicles for the April to June period, according to Refinitiv data. Several analysts had slashed their estimates further to about 250,000 due to China's prolonged lockdown.Tesla said it delivered 238,533 Model 3 compact cars and Model Y sport-utility vehicles, as well as 16,162 of its Model S and Model X vehicles to customers in the quarter.Total production fell 15.3% to 258,580 vehicles from the first quarter. June 2022 was the highest vehicle production month in Tesla's history, the company said in a news release.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059346501,"gmtCreate":1654306492003,"gmtModify":1676535428527,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059346501","repostId":"2240270701","repostType":4,"repost":{"id":"2240270701","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1654297003,"share":"https://ttm.financial/m/news/2240270701?lang=&edition=fundamental","pubTime":"2022-06-04 06:56","market":"us","language":"en","title":"US STOCKS-Wall St Ends Down With Strong Jobs Data Keeping the Pressure on for Rate Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=2240270701","media":"Reuters","summary":"Apple, Tesla are S&P's biggest dragsSolid jobs report keeps focus on rate hike expectationsIndexes f","content":"<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> are S&amp;P&#39;s biggest drags</li><li>Solid jobs report keeps focus on rate hike expectations</li><li>Indexes fall: Dow 1.05%, S&amp;P 1.63%, Nasdaq 2.47%</li></ul><p>(Reuters) - Wall Street&#39;s three major stock indexes ended lower on Friday after a solid jobs report ate in to hopes for a pause in the Federal Reserve&#39;s aggressive policy-tightening which is needed to cool decades-high inflation.</p><p>The technology-heavy Nasdaq led the declines, falling 2.5% as shares of market heavyweights Apple Inc and Tesla Inc were the biggest drags on the market.</p><p>Earlier, the Labor Department&#39;s closely watched report showed nonfarm payrolls rose by 390,000 jobs last month and wages grew, while the unemployment rate held steady at 3.6% - all signs of a tight labor market.</p><p>Economists polled by Reuters had forecast that nonfarm payrolls would rise by 325,000 jobs.</p><p>While the jobs report was reassuring for the current state of the economy, investors focused primarily on its potential influence on central bank policy.</p><p>&#34;The market is trying to funnel its response through what the Fed may or may not do,&#34; said Nela Richardson, chief economist at ADP, who expects the market to continue to seesaw as a result of uncertainty around interest rates and inflation.</p><p>Shawn Snyder, head of investment strategy at Citi Personal Wealth Management, saw the solid report as a double-edged sword.</p><p>&#34;It&#39;s telling us the economy is in fairly good shape which is good news but when viewed in the context of what it means for the Federal Reserve and tightening monetary policy it likely makes them more confident they can continue to tighten,&#34; he said. &#34;That comes through as a bit of a negative for investors because they&#39;re hoping for the Fed to pause later this year.&#34;</p><p>Money markets are fully pricing in 50 basis-point rate hikes by the Fed in June and July.</p><p>While the May report&#39;s slower-than-expected increase in hourly earnings looked like good news for inflation, Snyder cited rising oil prices as an offsetting factor.</p><p>The Dow Jones Industrial Average fell 348.58 points, or 1.05%, to 32,899.7, the S&amp;P 500 lost 68.28 points, or 1.63%, to 4,108.54 and the Nasdaq Composite dropped 304.16 points, or 2.47%, to 12,012.73.</p><p>Among the S&amp;P&#39;s 11 major sectors consumer discretionary was the weakest with a 2.9% drop followed by technology&#39;s 2.5% drop. The energy index, up 1.4%, was the only gainer of the pack, as oil prices rose.</p><p>For the week, the S&amp;P 500 fell 1.2% while the Nasdaq declined 0.98% and the Dow lost 0.94% after all three indexes had risen sharply the week before.</p><p>Volatility has gripped Wall Street in recent weeks as investors debated whether markets had hit a bottom against the backdrop of some hawkish comments from Fed officials and data suggesting that inflation may have peaked.</p><p>&#34;For right now, the economy looks OK. And the labor market as a signal of the real economy on Main Street looks incredibly solid,&#34; said ADP&#39;s Richardson, adding she sees inflation as &#34;a threat to that outlook&#34; even if it may have peaked.</p><p>&#34;The peak is less relevant than the staying power of inflation and elevated rates,&#34; she said. &#34;That&#39;s why wages in this report were so material. While wage growth may not drive up inflation past the peak, it could play a strong role in keeping inflation around these higher levels much longer than anybody wants or anticipates.&#34;</p><p>iPhone maker Apple finished down 3.9% after a bearish brokerage outlook and a report that EU countries and lawmakers would agree next week on a common charging port for mobile devices and headphones - a proposal Apple has criticized.</p><p>Tesla shares sank 9.2% after CEO Elon Musk, in an email to executives seen by Reuters, said he has a &#34;super bad feeling&#34; about the economy and needs to cut about 10% of jobs at the electric car maker.</p><p>Meanwhile, after markets closed, FTSE Russell was due to reveal an early list of index members as a part of its annual reconstitution aimed at reflecting shifts in the broader market.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.68-to-1 ratio; on Nasdaq, a 1.79-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week high and 29 new lows; the Nasdaq Composite recorded 32 new highs and 88 new lows.</p><p>On U.S. exchanges 9.42 billion shares changed hands on Friday compared with the 12.89 billion average for the last 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Ends Down With Strong Jobs Data Keeping the Pressure on for Rate Hikes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall St Ends Down With Strong Jobs Data Keeping the Pressure on for Rate Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-06-04 06:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> are S&amp;P&#39;s biggest drags</li><li>Solid jobs report keeps focus on rate hike expectations</li><li>Indexes fall: Dow 1.05%, S&amp;P 1.63%, Nasdaq 2.47%</li></ul><p>(Reuters) - Wall Street&#39;s three major stock indexes ended lower on Friday after a solid jobs report ate in to hopes for a pause in the Federal Reserve&#39;s aggressive policy-tightening which is needed to cool decades-high inflation.</p><p>The technology-heavy Nasdaq led the declines, falling 2.5% as shares of market heavyweights Apple Inc and Tesla Inc were the biggest drags on the market.</p><p>Earlier, the Labor Department&#39;s closely watched report showed nonfarm payrolls rose by 390,000 jobs last month and wages grew, while the unemployment rate held steady at 3.6% - all signs of a tight labor market.</p><p>Economists polled by Reuters had forecast that nonfarm payrolls would rise by 325,000 jobs.</p><p>While the jobs report was reassuring for the current state of the economy, investors focused primarily on its potential influence on central bank policy.</p><p>&#34;The market is trying to funnel its response through what the Fed may or may not do,&#34; said Nela Richardson, chief economist at ADP, who expects the market to continue to seesaw as a result of uncertainty around interest rates and inflation.</p><p>Shawn Snyder, head of investment strategy at Citi Personal Wealth Management, saw the solid report as a double-edged sword.</p><p>&#34;It&#39;s telling us the economy is in fairly good shape which is good news but when viewed in the context of what it means for the Federal Reserve and tightening monetary policy it likely makes them more confident they can continue to tighten,&#34; he said. &#34;That comes through as a bit of a negative for investors because they&#39;re hoping for the Fed to pause later this year.&#34;</p><p>Money markets are fully pricing in 50 basis-point rate hikes by the Fed in June and July.</p><p>While the May report&#39;s slower-than-expected increase in hourly earnings looked like good news for inflation, Snyder cited rising oil prices as an offsetting factor.</p><p>The Dow Jones Industrial Average fell 348.58 points, or 1.05%, to 32,899.7, the S&amp;P 500 lost 68.28 points, or 1.63%, to 4,108.54 and the Nasdaq Composite dropped 304.16 points, or 2.47%, to 12,012.73.</p><p>Among the S&amp;P&#39;s 11 major sectors consumer discretionary was the weakest with a 2.9% drop followed by technology&#39;s 2.5% drop. The energy index, up 1.4%, was the only gainer of the pack, as oil prices rose.</p><p>For the week, the S&amp;P 500 fell 1.2% while the Nasdaq declined 0.98% and the Dow lost 0.94% after all three indexes had risen sharply the week before.</p><p>Volatility has gripped Wall Street in recent weeks as investors debated whether markets had hit a bottom against the backdrop of some hawkish comments from Fed officials and data suggesting that inflation may have peaked.</p><p>&#34;For right now, the economy looks OK. And the labor market as a signal of the real economy on Main Street looks incredibly solid,&#34; said ADP&#39;s Richardson, adding she sees inflation as &#34;a threat to that outlook&#34; even if it may have peaked.</p><p>&#34;The peak is less relevant than the staying power of inflation and elevated rates,&#34; she said. &#34;That&#39;s why wages in this report were so material. While wage growth may not drive up inflation past the peak, it could play a strong role in keeping inflation around these higher levels much longer than anybody wants or anticipates.&#34;</p><p>iPhone maker Apple finished down 3.9% after a bearish brokerage outlook and a report that EU countries and lawmakers would agree next week on a common charging port for mobile devices and headphones - a proposal Apple has criticized.</p><p>Tesla shares sank 9.2% after CEO Elon Musk, in an email to executives seen by Reuters, said he has a &#34;super bad feeling&#34; about the economy and needs to cut about 10% of jobs at the electric car maker.</p><p>Meanwhile, after markets closed, FTSE Russell was due to reveal an early list of index members as a part of its annual reconstitution aimed at reflecting shifts in the broader market.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.68-to-1 ratio; on Nasdaq, a 1.79-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week high and 29 new lows; the Nasdaq Composite recorded 32 new highs and 88 new lows.</p><p>On U.S. exchanges 9.42 billion shares changed hands on Friday compared with the 12.89 billion average for the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240270701","content_text":"Apple, Tesla are S&P's biggest dragsSolid jobs report keeps focus on rate hike expectationsIndexes fall: Dow 1.05%, S&P 1.63%, Nasdaq 2.47%(Reuters) - Wall Street's three major stock indexes ended lower on Friday after a solid jobs report ate in to hopes for a pause in the Federal Reserve's aggressive policy-tightening which is needed to cool decades-high inflation.The technology-heavy Nasdaq led the declines, falling 2.5% as shares of market heavyweights Apple Inc and Tesla Inc were the biggest drags on the market.Earlier, the Labor Department's closely watched report showed nonfarm payrolls rose by 390,000 jobs last month and wages grew, while the unemployment rate held steady at 3.6% - all signs of a tight labor market.Economists polled by Reuters had forecast that nonfarm payrolls would rise by 325,000 jobs.While the jobs report was reassuring for the current state of the economy, investors focused primarily on its potential influence on central bank policy.\"The market is trying to funnel its response through what the Fed may or may not do,\" said Nela Richardson, chief economist at ADP, who expects the market to continue to seesaw as a result of uncertainty around interest rates and inflation.Shawn Snyder, head of investment strategy at Citi Personal Wealth Management, saw the solid report as a double-edged sword.\"It's telling us the economy is in fairly good shape which is good news but when viewed in the context of what it means for the Federal Reserve and tightening monetary policy it likely makes them more confident they can continue to tighten,\" he said. \"That comes through as a bit of a negative for investors because they're hoping for the Fed to pause later this year.\"Money markets are fully pricing in 50 basis-point rate hikes by the Fed in June and July.While the May report's slower-than-expected increase in hourly earnings looked like good news for inflation, Snyder cited rising oil prices as an offsetting factor.The Dow Jones Industrial Average fell 348.58 points, or 1.05%, to 32,899.7, the S&P 500 lost 68.28 points, or 1.63%, to 4,108.54 and the Nasdaq Composite dropped 304.16 points, or 2.47%, to 12,012.73.Among the S&P's 11 major sectors consumer discretionary was the weakest with a 2.9% drop followed by technology's 2.5% drop. The energy index, up 1.4%, was the only gainer of the pack, as oil prices rose.For the week, the S&P 500 fell 1.2% while the Nasdaq declined 0.98% and the Dow lost 0.94% after all three indexes had risen sharply the week before.Volatility has gripped Wall Street in recent weeks as investors debated whether markets had hit a bottom against the backdrop of some hawkish comments from Fed officials and data suggesting that inflation may have peaked.\"For right now, the economy looks OK. And the labor market as a signal of the real economy on Main Street looks incredibly solid,\" said ADP's Richardson, adding she sees inflation as \"a threat to that outlook\" even if it may have peaked.\"The peak is less relevant than the staying power of inflation and elevated rates,\" she said. \"That's why wages in this report were so material. While wage growth may not drive up inflation past the peak, it could play a strong role in keeping inflation around these higher levels much longer than anybody wants or anticipates.\"iPhone maker Apple finished down 3.9% after a bearish brokerage outlook and a report that EU countries and lawmakers would agree next week on a common charging port for mobile devices and headphones - a proposal Apple has criticized.Tesla shares sank 9.2% after CEO Elon Musk, in an email to executives seen by Reuters, said he has a \"super bad feeling\" about the economy and needs to cut about 10% of jobs at the electric car maker.Meanwhile, after markets closed, FTSE Russell was due to reveal an early list of index members as a part of its annual reconstitution aimed at reflecting shifts in the broader market.Declining issues outnumbered advancing ones on the NYSE by a 2.68-to-1 ratio; on Nasdaq, a 1.79-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week high and 29 new lows; the Nasdaq Composite recorded 32 new highs and 88 new lows.On U.S. exchanges 9.42 billion shares changed hands on Friday compared with the 12.89 billion average for the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087951019,"gmtCreate":1650943485505,"gmtModify":1676534820891,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087951019","repostId":"1136769709","repostType":4,"repost":{"id":"1136769709","pubTimestamp":1650937907,"share":"https://ttm.financial/m/news/1136769709?lang=&edition=fundamental","pubTime":"2022-04-26 09:51","market":"us","language":"en","title":"It Looks like Nothing Will Stop Elon Musk from Owning Twitter","url":"https://stock-news.laohu8.com/highlight/detail?id=1136769709","media":"MarketWatch","summary":"Elon Musk’s $44 billion deal to buy Twitter Inc. and take it private may have many users up in arms, but that won’t stop the deal, and Musk’s most prominent adversary is powerless to stop it.After Twi","content":"<html><head></head><body><p>Elon Musk’s $44 billion deal to buy Twitter Inc. and take it private may have many users up in arms, but that won’t stop the deal, and Musk’s most prominent adversary is powerless to stop it.</p><p>After Twitter’s TWTR, +5.66% board unanimously approved the bid Monday, there are really only two hurdles remaining: A shareholder vote and regulatory approvals. While the company’s Saudi investors have already said they would vote against the takeover, it appears unlikely that enough investors will join them to block the deal, which provides a 38% premium to where Twitter was trading before Musk started buying shares.</p><p>Which leaves only regulatory bodies. Musk is still fighting with the Securities and Exchange Commission over market-moving statements he made in 2018 over Twitter, and has regularly tweeted vitriolic statements at the regulator. However, the SEC “will not and cannot interfere with the merger,” according to Stephen Diamond, associate professor at Santa Clara University School of Law.</p><p>“Their only role would be to police the disclosure sent to shareholders by the board and Musk for accuracy and completeness,” Diamond told MarketWatch. “The federal securities laws are disclosure rules, for the most part, not about providing reassurance about substance.”</p><p>Other regulatory bodies could conceivably jump in amid an antitrust crackdown on Big Tech, but that would be more likely if it was not Musk making the offer. Joshua White, assistant professor of finance at Vanderbilt University, who was also a financial economist for the SEC in the past, said he does not see any antitrust concerns because Musk’s other companies — Tesla Inc. TSLA, -0.70%, SpaceX and the Boring Co. — do not compete with Twitter.</p><p>Analysts believe Twitter received no other offers for the slow-growing social-media company because the regulatory environment in Washington would likely not allow any sort of deal from rivals such as Facebook parent company Meta Platforms Inc. FB, +1.56% or Google parent Alphabet Inc. GOOG, +3.04% GOOGL, +2.87%. White also noted that Twitter’s financial situation is not appealing to most typical private-equity investors, who take companies private and use their cash flow to pay down debt.</p><p>“Twitter’s cash flow doesn’t fit the profile of a private-equity buyer,” White said.</p><p>While it isn’t private equity making the bid, the deal is structured similarly. Last week, Musk said that he had lined up $25 billion in debt financing from Morgan Stanley MS, +0.37%, Bank of America BAC, -0.72%, Barclays BCS, +0.13% and others, with Musk’s Tesla shares providing collateral for $12.5 billion of those funds. The remaining $21 billion in equity, according to the Wall Street Journal, will come from Musk himself, likely through the sale of some of his Tesla shares or his other company investments.</p><p>Assuming that financing holds up, the deal should go through, as long as Twitter shareholders vote to approve it. It is Tesla investors, however, who could be the real losers in this deal.</p><p>“If Tesla’s stock declines, then the loan to value will decline,” White said, adding that Musk would potentially have to liquidate more Tesla shares, adding more pressure to the EV maker’s stock.</p><p>In addition, Musk will have the added distraction of his role in revamping Twitter, which could detract from the attention he gives Tesla. Musk has stated many of his plans for Twitter on the platform itself, from making tweets available to edit and allowing for “free speech.” Musk also has outlined some cost-cutting measures for what he recently called the “de facto town square.”</p><p>Barring an unseen change, this deal will go through, and Twitter will become a private company. What will happen then is the biggest question, but Musk also said in a recent TED Talk interview that he didn’t “care about the economics at all,” implying that he would not focus on Twitter’s profitability or revenue growth.</p><p>If Musk is going to put economics aside, it’s a good thing for Twitter that he is taking it private, where the company can avoid Wall Street’s scrutiny of its slow-growing user base and revenue. It will also be good for Musk, as a privately held Twitter would avoid constant dealings with his favorite regulators.</p><p><a href=\"https://ttm.financial/NW/2230049124\" target=\"_blank\">Elon Musk and Twitter: What We Know, What We Don’t About $44 Billion Deal</a></p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It Looks like Nothing Will Stop Elon Musk from Owning Twitter</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\">\nIt Looks like Nothing Will Stop Elon Musk from Owning Twitter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-26 09:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/it-looks-like-nothing-will-stop-elon-musk-from-owning-twitter-11650930937?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk’s $44 billion deal to buy Twitter Inc. and take it private may have many users up in arms, but that won’t stop the deal, and Musk’s most prominent adversary is powerless to stop it.After ...</p>\n\n<a href=\"https://www.marketwatch.com/story/it-looks-like-nothing-will-stop-elon-musk-from-owning-twitter-11650930937?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TWTR":"Twitter"},"source_url":"https://www.marketwatch.com/story/it-looks-like-nothing-will-stop-elon-musk-from-owning-twitter-11650930937?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136769709","content_text":"Elon Musk’s $44 billion deal to buy Twitter Inc. and take it private may have many users up in arms, but that won’t stop the deal, and Musk’s most prominent adversary is powerless to stop it.After Twitter’s TWTR, +5.66% board unanimously approved the bid Monday, there are really only two hurdles remaining: A shareholder vote and regulatory approvals. While the company’s Saudi investors have already said they would vote against the takeover, it appears unlikely that enough investors will join them to block the deal, which provides a 38% premium to where Twitter was trading before Musk started buying shares.Which leaves only regulatory bodies. Musk is still fighting with the Securities and Exchange Commission over market-moving statements he made in 2018 over Twitter, and has regularly tweeted vitriolic statements at the regulator. However, the SEC “will not and cannot interfere with the merger,” according to Stephen Diamond, associate professor at Santa Clara University School of Law.“Their only role would be to police the disclosure sent to shareholders by the board and Musk for accuracy and completeness,” Diamond told MarketWatch. “The federal securities laws are disclosure rules, for the most part, not about providing reassurance about substance.”Other regulatory bodies could conceivably jump in amid an antitrust crackdown on Big Tech, but that would be more likely if it was not Musk making the offer. Joshua White, assistant professor of finance at Vanderbilt University, who was also a financial economist for the SEC in the past, said he does not see any antitrust concerns because Musk’s other companies — Tesla Inc. TSLA, -0.70%, SpaceX and the Boring Co. — do not compete with Twitter.Analysts believe Twitter received no other offers for the slow-growing social-media company because the regulatory environment in Washington would likely not allow any sort of deal from rivals such as Facebook parent company Meta Platforms Inc. FB, +1.56% or Google parent Alphabet Inc. GOOG, +3.04% GOOGL, +2.87%. White also noted that Twitter’s financial situation is not appealing to most typical private-equity investors, who take companies private and use their cash flow to pay down debt.“Twitter’s cash flow doesn’t fit the profile of a private-equity buyer,” White said.While it isn’t private equity making the bid, the deal is structured similarly. Last week, Musk said that he had lined up $25 billion in debt financing from Morgan Stanley MS, +0.37%, Bank of America BAC, -0.72%, Barclays BCS, +0.13% and others, with Musk’s Tesla shares providing collateral for $12.5 billion of those funds. The remaining $21 billion in equity, according to the Wall Street Journal, will come from Musk himself, likely through the sale of some of his Tesla shares or his other company investments.Assuming that financing holds up, the deal should go through, as long as Twitter shareholders vote to approve it. It is Tesla investors, however, who could be the real losers in this deal.“If Tesla’s stock declines, then the loan to value will decline,” White said, adding that Musk would potentially have to liquidate more Tesla shares, adding more pressure to the EV maker’s stock.In addition, Musk will have the added distraction of his role in revamping Twitter, which could detract from the attention he gives Tesla. Musk has stated many of his plans for Twitter on the platform itself, from making tweets available to edit and allowing for “free speech.” Musk also has outlined some cost-cutting measures for what he recently called the “de facto town square.”Barring an unseen change, this deal will go through, and Twitter will become a private company. What will happen then is the biggest question, but Musk also said in a recent TED Talk interview that he didn’t “care about the economics at all,” implying that he would not focus on Twitter’s profitability or revenue growth.If Musk is going to put economics aside, it’s a good thing for Twitter that he is taking it private, where the company can avoid Wall Street’s scrutiny of its slow-growing user base and revenue. It will also be good for Musk, as a privately held Twitter would avoid constant dealings with his favorite regulators.Elon Musk and Twitter: What We Know, What We Don’t About $44 Billion Deal","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015886956,"gmtCreate":1649464357997,"gmtModify":1676534515621,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015886956","repostId":"2226575549","repostType":4,"repost":{"id":"2226575549","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1649460143,"share":"https://ttm.financial/m/news/2226575549?lang=&edition=fundamental","pubTime":"2022-04-09 07:22","market":"us","language":"en","title":"US STOCKS-Dow Gains, S&P 500 Ends Lower As Market Weighs Fed Rate Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=2226575549","media":"Reuters","summary":"The Dow rose and the S&P 500 ended lower in choppy trade on Friday, as beaten-down bank shares gained and investors grappled with how best to deal with an economy that could skid as the Federal Reserv","content":"<html><head></head><body><p>The Dow rose and the S&amp;P 500 ended lower in choppy trade on Friday, as beaten-down bank shares gained and investors grappled with how best to deal with an economy that could skid as the Federal Reserve moves to aggressively tackle inflation.</p><p>The yield on the benchmark 10-year U.S. Treasury note hit a three-year high of 2.73%, helping boost the S&amp;P banking index, which rose 1.18%, after slumping to 13-month lows on Thursday. The index is down 10.8% year to date.</p><p>The big rate-sensitive lenders all rose, with JPMorgan Chase &amp; Co gaining 1.8%, $Bank of America Corp(BAC-N)$    0.7%, $Citigroup Inc(C-N)$    1.7% and Goldman Sachs Group Inc    2.3%.</p><p>Since peaking at two-month highs in late March, the market has trended lower as the Fed signals it will aggressively hike rates, leading investors to reposition their portfolios. Economically sensitive value shares this year have outperformed tech-heavy growth stocks, which often depend on low rates.</p><p>&#34;We&#39;re going into a very long-term and meaningful period of value outperforming growth. It&#39;s not merely a cyclical adjustment, but a secular story,&#34; said David Bahnsen, chief investment officer at wealth manager the Bahnsen Group in Newport Beach, California.</p><p>&#34;The value-growth story is a big <a href=\"https://laohu8.com/S/AONE.U\">one</a> and it is a byproduct of two things, which is what you want. Growth is overvalued and value is undervalued,&#34; he said.</p><p>The Russell 1000 Value index rose 0.51% while the Russell 1000 Growth index fell 1.09% on the day.</p><p>Investors are weighing the probability of a recession with two outcomes. On the one hand, the Fed could engineer a &#34;soft landing&#34; with slowing but positive growth, making banks &#34;woefully oversold,&#34; said UBS bank analyst Erika Najarian.</p><p>Or a sharp slowdown is imminent, which would cause a knee-jerk bank share sale as &#34;owning banks in a recession is no fun,&#34; she said.</p><p>Big U.S. banks, which kick off the first-quarter results season next week, are expected to report a large decline in earnings from a year earlier, when they benefited from exceptionally strong dealmaking and trading.</p><p>&#34;There&#39;s always going to be a price at some point where people are going to step in and think things are cheap and they might buy,&#34; said Randy Frederick, managing director, trading and derivatives, at Schwab Center for Financial Research.</p><p>&#34;Perhaps a 52-week low was enough to entice some people into the financial sector,&#34; Frederick said, noting the 10-year Treasury yield was at its highest level since March 2019.</p><p>The Dow Jones Industrial Average    rose 137.55 points, or 0.4%, to 34,721.12, the S&amp;P 500    lost 11.93 points, or 0.27%, to 4,488.28 and the Nasdaq Composite    dropped 186.30 points, or 1.34%, to 13,711.00.</p><p>Volume on U.S. exchanges was 10.37 billion shares.</p><p>For the week, the S&amp;P fell 1.16%, the Dow lost 0.28% and the Nasdaq shed 3.86%, as the index was hit after Fed officials raised concerns about rapid rate hikes causing a slowdown.</p><p>Shares of Tesla Inc, Nvidia Corp and Alphabet Inc fell between 1.9% and 4.5% as megacap stocks extended this week&#39;s decline as the surge in Treasury yields weighed.</p><p>The NYSE FANG+TM index, which includes Amazon.com Inc and Apple Inc, fell 1.76% and semiconductor stocks    slid 2.42%, extending the week&#39;s decline.</p><p>Robinhood Markets Inc fell 6.88% after a report said Goldman Sachs downgraded the online brokerage, while Kroger Co jumped 2.99% on a ratings upgrade.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.20-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 58 new 52-week highs and two new lows; the Nasdaq Composite recorded 53 new highs and 184 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Dow Gains, S&P 500 Ends Lower As Market Weighs Fed Rate Hikes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Dow Gains, S&P 500 Ends Lower As Market Weighs Fed Rate Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-09 07:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Dow rose and the S&amp;P 500 ended lower in choppy trade on Friday, as beaten-down bank shares gained and investors grappled with how best to deal with an economy that could skid as the Federal Reserve moves to aggressively tackle inflation.</p><p>The yield on the benchmark 10-year U.S. Treasury note hit a three-year high of 2.73%, helping boost the S&amp;P banking index, which rose 1.18%, after slumping to 13-month lows on Thursday. The index is down 10.8% year to date.</p><p>The big rate-sensitive lenders all rose, with JPMorgan Chase &amp; Co gaining 1.8%, $Bank of America Corp(BAC-N)$    0.7%, $Citigroup Inc(C-N)$    1.7% and Goldman Sachs Group Inc    2.3%.</p><p>Since peaking at two-month highs in late March, the market has trended lower as the Fed signals it will aggressively hike rates, leading investors to reposition their portfolios. Economically sensitive value shares this year have outperformed tech-heavy growth stocks, which often depend on low rates.</p><p>&#34;We&#39;re going into a very long-term and meaningful period of value outperforming growth. It&#39;s not merely a cyclical adjustment, but a secular story,&#34; said David Bahnsen, chief investment officer at wealth manager the Bahnsen Group in Newport Beach, California.</p><p>&#34;The value-growth story is a big <a href=\"https://laohu8.com/S/AONE.U\">one</a> and it is a byproduct of two things, which is what you want. Growth is overvalued and value is undervalued,&#34; he said.</p><p>The Russell 1000 Value index rose 0.51% while the Russell 1000 Growth index fell 1.09% on the day.</p><p>Investors are weighing the probability of a recession with two outcomes. On the one hand, the Fed could engineer a &#34;soft landing&#34; with slowing but positive growth, making banks &#34;woefully oversold,&#34; said UBS bank analyst Erika Najarian.</p><p>Or a sharp slowdown is imminent, which would cause a knee-jerk bank share sale as &#34;owning banks in a recession is no fun,&#34; she said.</p><p>Big U.S. banks, which kick off the first-quarter results season next week, are expected to report a large decline in earnings from a year earlier, when they benefited from exceptionally strong dealmaking and trading.</p><p>&#34;There&#39;s always going to be a price at some point where people are going to step in and think things are cheap and they might buy,&#34; said Randy Frederick, managing director, trading and derivatives, at Schwab Center for Financial Research.</p><p>&#34;Perhaps a 52-week low was enough to entice some people into the financial sector,&#34; Frederick said, noting the 10-year Treasury yield was at its highest level since March 2019.</p><p>The Dow Jones Industrial Average    rose 137.55 points, or 0.4%, to 34,721.12, the S&amp;P 500    lost 11.93 points, or 0.27%, to 4,488.28 and the Nasdaq Composite    dropped 186.30 points, or 1.34%, to 13,711.00.</p><p>Volume on U.S. exchanges was 10.37 billion shares.</p><p>For the week, the S&amp;P fell 1.16%, the Dow lost 0.28% and the Nasdaq shed 3.86%, as the index was hit after Fed officials raised concerns about rapid rate hikes causing a slowdown.</p><p>Shares of Tesla Inc, Nvidia Corp and Alphabet Inc fell between 1.9% and 4.5% as megacap stocks extended this week&#39;s decline as the surge in Treasury yields weighed.</p><p>The NYSE FANG+TM index, which includes Amazon.com Inc and Apple Inc, fell 1.76% and semiconductor stocks    slid 2.42%, extending the week&#39;s decline.</p><p>Robinhood Markets Inc fell 6.88% after a report said Goldman Sachs downgraded the online brokerage, while Kroger Co jumped 2.99% on a ratings upgrade.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.20-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 58 new 52-week highs and two new lows; the Nasdaq Composite recorded 53 new highs and 184 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4534":"瑞士信贷持仓","UPRO":"三倍做多标普500ETF",".DJI":"道琼斯","SH":"标普500反向ETF",".IXIC":"NASDAQ Composite","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","SPY":"标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226575549","content_text":"The Dow rose and the S&P 500 ended lower in choppy trade on Friday, as beaten-down bank shares gained and investors grappled with how best to deal with an economy that could skid as the Federal Reserve moves to aggressively tackle inflation.The yield on the benchmark 10-year U.S. Treasury note hit a three-year high of 2.73%, helping boost the S&P banking index, which rose 1.18%, after slumping to 13-month lows on Thursday. The index is down 10.8% year to date.The big rate-sensitive lenders all rose, with JPMorgan Chase & Co gaining 1.8%, $Bank of America Corp(BAC-N)$    0.7%, $Citigroup Inc(C-N)$    1.7% and Goldman Sachs Group Inc    2.3%.Since peaking at two-month highs in late March, the market has trended lower as the Fed signals it will aggressively hike rates, leading investors to reposition their portfolios. Economically sensitive value shares this year have outperformed tech-heavy growth stocks, which often depend on low rates.\"We're going into a very long-term and meaningful period of value outperforming growth. It's not merely a cyclical adjustment, but a secular story,\" said David Bahnsen, chief investment officer at wealth manager the Bahnsen Group in Newport Beach, California.\"The value-growth story is a big one and it is a byproduct of two things, which is what you want. Growth is overvalued and value is undervalued,\" he said.The Russell 1000 Value index rose 0.51% while the Russell 1000 Growth index fell 1.09% on the day.Investors are weighing the probability of a recession with two outcomes. On the one hand, the Fed could engineer a \"soft landing\" with slowing but positive growth, making banks \"woefully oversold,\" said UBS bank analyst Erika Najarian.Or a sharp slowdown is imminent, which would cause a knee-jerk bank share sale as \"owning banks in a recession is no fun,\" she said.Big U.S. banks, which kick off the first-quarter results season next week, are expected to report a large decline in earnings from a year earlier, when they benefited from exceptionally strong dealmaking and trading.\"There's always going to be a price at some point where people are going to step in and think things are cheap and they might buy,\" said Randy Frederick, managing director, trading and derivatives, at Schwab Center for Financial Research.\"Perhaps a 52-week low was enough to entice some people into the financial sector,\" Frederick said, noting the 10-year Treasury yield was at its highest level since March 2019.The Dow Jones Industrial Average    rose 137.55 points, or 0.4%, to 34,721.12, the S&P 500    lost 11.93 points, or 0.27%, to 4,488.28 and the Nasdaq Composite    dropped 186.30 points, or 1.34%, to 13,711.00.Volume on U.S. exchanges was 10.37 billion shares.For the week, the S&P fell 1.16%, the Dow lost 0.28% and the Nasdaq shed 3.86%, as the index was hit after Fed officials raised concerns about rapid rate hikes causing a slowdown.Shares of Tesla Inc, Nvidia Corp and Alphabet Inc fell between 1.9% and 4.5% as megacap stocks extended this week's decline as the surge in Treasury yields weighed.The NYSE FANG+TM index, which includes Amazon.com Inc and Apple Inc, fell 1.76% and semiconductor stocks    slid 2.42%, extending the week's decline.Robinhood Markets Inc fell 6.88% after a report said Goldman Sachs downgraded the online brokerage, while Kroger Co jumped 2.99% on a ratings upgrade.Declining issues outnumbered advancing ones on the NYSE by a 1.20-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored decliners.The S&P 500 posted 58 new 52-week highs and two new lows; the Nasdaq Composite recorded 53 new highs and 184 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010181133,"gmtCreate":1648286127025,"gmtModify":1676534325637,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010181133","repostId":"1196027616","repostType":4,"repost":{"id":"1196027616","pubTimestamp":1648255536,"share":"https://ttm.financial/m/news/1196027616?lang=&edition=fundamental","pubTime":"2022-03-26 08:45","market":"us","language":"en","title":"Stock-Market Investors Should Watch the \"Best Leading Indicator of Trouble Ahead\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1196027616","media":"MarketWatch","summary":"Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of p","content":"<html><head></head><body><p>Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of past economic downturns.</p><p>They don’t always agree on which part of the curve is best to watch though.</p><p>“Yield curve inversion, and flatting, has been at the forefront for everyone,” said Pete Duffy, chief investment officer at Penn Capital Management Company, in Philadelphia, by phone.</p><p>“That’s because the Fed is so active and rates suddenly have gone up so quickly.”</p><p>An inversion of the yield curve happens when rates on longer bonds fall below those of shorter-term debt, a sign that investors think economic woes could lie ahead. Fears of an economic slowdown have been mounting as the Federal Reserve starts to tighten financial conditions while Russia’s Ukraine invasion threatens to keep key drivers of U.S. inflation high.</p><p>Lately, the attention has been on the 10-year Treasury yield TMUBMUSD10Y, 2.478% and shorter 2-year yield, where the spread fell to 13 basis points on Tuesday, up from a high of about 130 basis points five months ago.</p><p>Read: The yield curve is speeding toward inversion — here’s what investors need to know</p><p>But that’s not the only plot on the Treasury yield curve investors closely watch. The Treasury Department sells securities that mature in a range from a few days to 30 years, providing a lot of plots on the curve to follow.</p><p>“The focus has been on the 10s and 2s,” said Mark Heppenstall, chief investment officer at Penn Mutual Asset Management, in Horsham, Penn, a northern suburb of Philadelphia.</p><p>“I will hold out until the 10s to 3-month bills inverts before I turn too negative on the economic outlook,” he said, calling it “the best leading indicator of trouble ahead.”</p><h2>Watch 10-year, 3-month</h2><p>Instead of falling, that spread climbed in March, continuing its path higher since turning negative two years ago at the onset of the pandemic (see chart).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fe28818cd1806ee5afd5519332cf483\" tg-width=\"700\" tg-height=\"579\" width=\"100%\" height=\"auto\"/><span>The 3-month to 10-year yield spread is climbing Bloomberg data, Goelzer Investment Management</span></p><p>“The 3-month Treasury bill really tracks the Federal Reserve’s target rate,” said Gavin Stephens, director of portfolio management at Goelzer Investment Management in Indiana, by phone.</p><p>“So it gives you a more immediate picture of if the Federal Reserve has entered a restrictive state in terms of monetary policy and, thus, giving the possibility that economic growth is going to contract, which would be bad for stocks.”</p><p>Stocks were lower Friday, but with the S&amp;P 500 index SPX, +0.51% and the Nasdaq Composite Index COMP, -0.16% still up about 1.2% on the week. The three major indexes were 4.5% to 10.1% lower so far in 2022, according to FactSet.</p><p>By watching the 10s and 2s TMUBMUSD02Y, 2.280% spread, “You are looking at the expectations of where Fed Reserve interest rate policy is going to be over a period of two years,” Stephens said. “So, effectively, it’s working with a lag.”</p><p>On average, from the time the 10s and 2s curve inverts, until “there’s a recession, it’s almost two years,” he said, predicting that with unemployment recently pegged around 3.8% that, “this curve is going to invert when the economy is really strong.”</p><p>The Federal Reserve Bank of San Francisco also called the 3-month TMUBMUSD03M, 0.535% and 10-year curve relationship its “preferred spread measure because it has the strongest predictive power for future recessions,” such as in 2019, back when the yield curve was more regularly flashing recession warning signs.</p><p>“Did it see COVID coming?” Duffy said, of earlier yield curve inversions.</p><p>A more likely catalyst was that investors already were on a recession watch, with the American economy in its longest expansion period on record.</p><p>“There are a number of these curves that you need to look at in totality,” Duffy said. “We’ve always said look at many signals.”</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock-Market Investors Should Watch the \"Best Leading Indicator of Trouble Ahead\"</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\">\nStock-Market Investors Should Watch the \"Best Leading Indicator of Trouble Ahead\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-26 08:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-this-part-of-the-treasury-yield-curve-may-be-the-best-leading-indicator-of-trouble-ahead-11648210025?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of past economic downturns.They don’t always agree on which part of the curve is best to watch though.“...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-this-part-of-the-treasury-yield-curve-may-be-the-best-leading-indicator-of-trouble-ahead-11648210025?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/why-this-part-of-the-treasury-yield-curve-may-be-the-best-leading-indicator-of-trouble-ahead-11648210025?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196027616","content_text":"Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of past economic downturns.They don’t always agree on which part of the curve is best to watch though.“Yield curve inversion, and flatting, has been at the forefront for everyone,” said Pete Duffy, chief investment officer at Penn Capital Management Company, in Philadelphia, by phone.“That’s because the Fed is so active and rates suddenly have gone up so quickly.”An inversion of the yield curve happens when rates on longer bonds fall below those of shorter-term debt, a sign that investors think economic woes could lie ahead. Fears of an economic slowdown have been mounting as the Federal Reserve starts to tighten financial conditions while Russia’s Ukraine invasion threatens to keep key drivers of U.S. inflation high.Lately, the attention has been on the 10-year Treasury yield TMUBMUSD10Y, 2.478% and shorter 2-year yield, where the spread fell to 13 basis points on Tuesday, up from a high of about 130 basis points five months ago.Read: The yield curve is speeding toward inversion — here’s what investors need to knowBut that’s not the only plot on the Treasury yield curve investors closely watch. The Treasury Department sells securities that mature in a range from a few days to 30 years, providing a lot of plots on the curve to follow.“The focus has been on the 10s and 2s,” said Mark Heppenstall, chief investment officer at Penn Mutual Asset Management, in Horsham, Penn, a northern suburb of Philadelphia.“I will hold out until the 10s to 3-month bills inverts before I turn too negative on the economic outlook,” he said, calling it “the best leading indicator of trouble ahead.”Watch 10-year, 3-monthInstead of falling, that spread climbed in March, continuing its path higher since turning negative two years ago at the onset of the pandemic (see chart).The 3-month to 10-year yield spread is climbing Bloomberg data, Goelzer Investment Management“The 3-month Treasury bill really tracks the Federal Reserve’s target rate,” said Gavin Stephens, director of portfolio management at Goelzer Investment Management in Indiana, by phone.“So it gives you a more immediate picture of if the Federal Reserve has entered a restrictive state in terms of monetary policy and, thus, giving the possibility that economic growth is going to contract, which would be bad for stocks.”Stocks were lower Friday, but with the S&P 500 index SPX, +0.51% and the Nasdaq Composite Index COMP, -0.16% still up about 1.2% on the week. The three major indexes were 4.5% to 10.1% lower so far in 2022, according to FactSet.By watching the 10s and 2s TMUBMUSD02Y, 2.280% spread, “You are looking at the expectations of where Fed Reserve interest rate policy is going to be over a period of two years,” Stephens said. “So, effectively, it’s working with a lag.”On average, from the time the 10s and 2s curve inverts, until “there’s a recession, it’s almost two years,” he said, predicting that with unemployment recently pegged around 3.8% that, “this curve is going to invert when the economy is really strong.”The Federal Reserve Bank of San Francisco also called the 3-month TMUBMUSD03M, 0.535% and 10-year curve relationship its “preferred spread measure because it has the strongest predictive power for future recessions,” such as in 2019, back when the yield curve was more regularly flashing recession warning signs.“Did it see COVID coming?” Duffy said, of earlier yield curve inversions.A more likely catalyst was that investors already were on a recession watch, with the American economy in its longest expansion period on record.“There are a number of these curves that you need to look at in totality,” Duffy said. “We’ve always said look at many signals.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090819254,"gmtCreate":1643150704441,"gmtModify":1676533778016,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090819254","repostId":"1109844819","repostType":2,"repost":{"id":"1109844819","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643149584,"share":"https://ttm.financial/m/news/1109844819?lang=&edition=fundamental","pubTime":"2022-01-26 06:26","market":"us","language":"en","title":"Microsoft Beats on Earnings and Revenue, Delivers Upbeat Forecast for Fiscal Third Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1109844819","media":"Tiger Newspress","summary":"Microsoft shares dropped once 6% in late-trading Tuesday, despite better-than-expected December quar","content":"<html><head></head><body><p>Microsoft shares dropped once 6% in late-trading Tuesday, despite better-than-expected December quarter financial results.</p><p>It shares tick higher as quarterly earnings call begins.Microsoft delivers upbeat forecast for fiscal third quarter.</p><p><img src=\"https://static.tigerbbs.com/511f3f3c3e184b24265ae82c2e54031b\" tg-width=\"841\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>The company’s fiscal second quarter, which ended Dec. 31, was driven by strength in the company’s PC business, but investors seem disappointed by performance in the company’s enterprise software segments, which only matched Wall Street estimates.</p><p>The stock dropped in part because Azure revenue did not hit an unofficial Wall Street bullish forecast of 48%, Wedbush analyst Dan Ives said in a note.</p><p>For the fiscal second quarter, Microsoft reported revenue of $51.7 billion, up 20% from a year ago, topping the $50 billion level for the first time. Earnings jumped 22% to $2.48 per share. Wall Street analysts had expected revenue of $50.9 billion and EPS of $2.31.</p><p>While Microsoft stock has tumbled about 15% this year, dragged down by the steep market correction, analysts had been generally upbeat heading into the software giant’s December quarter results.</p><p>“Digital technology is the most malleable resource at the world’s disposal to overcome constraints and reimagine everyday work and life,” Microsoft CEO Satya Nadella said in the earnings press release.</p><p>Revenue from the company’s Productivity and Business Processes segment, which includes Office and other applications was $15.9 billion, up 19%, in line with both the Wall Street consensus at $15.9 billion and the company’s guidance range of $15.7 billion to $15.95 billion. Revenue was up 14% for Office Commercial products and 15% for Office Consumer. LinkedIn revenue was up 37% from a year ago.</p><p>For the Intelligent Cloud segment, including Azure, revenue was $18.3 billion, up 26%, and likewise in line with Wall Street at $18.3 billion and guidance of between $18.1 billion and $18.35 billion. Azure revenue was up 46%, slowing from 50% growth one quarter earlier. Microsoft Cloud revenue, which also includes Office 365 and Dynamics 365, was up 32%.</p><p>Microsoft said revenue from its More Personal Computing segment, which includes Windows, Surface and Xbox, among other things, was $17.5 billion, up 15%, and ahead of both consensus at $16.6 billion, and the company’s guidance range of $16.35 billion and $16.75 billion. Search and news advertising revenue rose 32% in the quarter.</p><p>Windows OEM revenue—from PC makers—was up a surprising 25%, driven in particular by strong growth in enterprise PC demand. That was up from 10% growth in the previous quarter, and just 1% growth a year ago. Xbox content and services were up 10%, while Xbox hardware was up 4%.</p><p>It’s worth noting that the company had expected a one percentage point benefit from foreign currency in the quarter, but actually got no help from currency this time due to less-favorable than expected exchange rates. Commercial bookings were up 32% in the quarter, or 37% in constant currency, accelerating from 11% growth one quarter earlier.</p><p>Microsoft bought back $6.2 billion of stock in the quarter.</p><p>Amy Hood, Microsoft&#39;s finance chief, said the company is expecting $48.5 billion to 49.3 billion in revenue in the fiscal third quarter, topping the $48.23 billion Refinitiv consensus. The middle of the range, at $48.9 billion, is above the $48.23 billion Refinitiv consensus. Hood said the company now expects full-year operating margins to widen slightly.</p><p>Investors are also focused on Microsoft&#39;s proposed $69 billion acquisition of Activision Blizzard Inc, announced on Jan. 18, a huge expansion for its gaming division. It also broadens the company&#39;s efforts in the so-called metaverse, or the merging of online and offline worlds, which will have corporate and consumer applications.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Beats on Earnings and Revenue, Delivers Upbeat Forecast for Fiscal Third Quarter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Beats on Earnings and Revenue, Delivers Upbeat Forecast for Fiscal Third Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-26 06:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Microsoft shares dropped once 6% in late-trading Tuesday, despite better-than-expected December quarter financial results.</p><p>It shares tick higher as quarterly earnings call begins.Microsoft delivers upbeat forecast for fiscal third quarter.</p><p><img src=\"https://static.tigerbbs.com/511f3f3c3e184b24265ae82c2e54031b\" tg-width=\"841\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>The company’s fiscal second quarter, which ended Dec. 31, was driven by strength in the company’s PC business, but investors seem disappointed by performance in the company’s enterprise software segments, which only matched Wall Street estimates.</p><p>The stock dropped in part because Azure revenue did not hit an unofficial Wall Street bullish forecast of 48%, Wedbush analyst Dan Ives said in a note.</p><p>For the fiscal second quarter, Microsoft reported revenue of $51.7 billion, up 20% from a year ago, topping the $50 billion level for the first time. Earnings jumped 22% to $2.48 per share. Wall Street analysts had expected revenue of $50.9 billion and EPS of $2.31.</p><p>While Microsoft stock has tumbled about 15% this year, dragged down by the steep market correction, analysts had been generally upbeat heading into the software giant’s December quarter results.</p><p>“Digital technology is the most malleable resource at the world’s disposal to overcome constraints and reimagine everyday work and life,” Microsoft CEO Satya Nadella said in the earnings press release.</p><p>Revenue from the company’s Productivity and Business Processes segment, which includes Office and other applications was $15.9 billion, up 19%, in line with both the Wall Street consensus at $15.9 billion and the company’s guidance range of $15.7 billion to $15.95 billion. Revenue was up 14% for Office Commercial products and 15% for Office Consumer. LinkedIn revenue was up 37% from a year ago.</p><p>For the Intelligent Cloud segment, including Azure, revenue was $18.3 billion, up 26%, and likewise in line with Wall Street at $18.3 billion and guidance of between $18.1 billion and $18.35 billion. Azure revenue was up 46%, slowing from 50% growth one quarter earlier. Microsoft Cloud revenue, which also includes Office 365 and Dynamics 365, was up 32%.</p><p>Microsoft said revenue from its More Personal Computing segment, which includes Windows, Surface and Xbox, among other things, was $17.5 billion, up 15%, and ahead of both consensus at $16.6 billion, and the company’s guidance range of $16.35 billion and $16.75 billion. Search and news advertising revenue rose 32% in the quarter.</p><p>Windows OEM revenue—from PC makers—was up a surprising 25%, driven in particular by strong growth in enterprise PC demand. That was up from 10% growth in the previous quarter, and just 1% growth a year ago. Xbox content and services were up 10%, while Xbox hardware was up 4%.</p><p>It’s worth noting that the company had expected a one percentage point benefit from foreign currency in the quarter, but actually got no help from currency this time due to less-favorable than expected exchange rates. Commercial bookings were up 32% in the quarter, or 37% in constant currency, accelerating from 11% growth one quarter earlier.</p><p>Microsoft bought back $6.2 billion of stock in the quarter.</p><p>Amy Hood, Microsoft&#39;s finance chief, said the company is expecting $48.5 billion to 49.3 billion in revenue in the fiscal third quarter, topping the $48.23 billion Refinitiv consensus. The middle of the range, at $48.9 billion, is above the $48.23 billion Refinitiv consensus. Hood said the company now expects full-year operating margins to widen slightly.</p><p>Investors are also focused on Microsoft&#39;s proposed $69 billion acquisition of Activision Blizzard Inc, announced on Jan. 18, a huge expansion for its gaming division. It also broadens the company&#39;s efforts in the so-called metaverse, or the merging of online and offline worlds, which will have corporate and consumer applications.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109844819","content_text":"Microsoft shares dropped once 6% in late-trading Tuesday, despite better-than-expected December quarter financial results.It shares tick higher as quarterly earnings call begins.Microsoft delivers upbeat forecast for fiscal third quarter.The company’s fiscal second quarter, which ended Dec. 31, was driven by strength in the company’s PC business, but investors seem disappointed by performance in the company’s enterprise software segments, which only matched Wall Street estimates.The stock dropped in part because Azure revenue did not hit an unofficial Wall Street bullish forecast of 48%, Wedbush analyst Dan Ives said in a note.For the fiscal second quarter, Microsoft reported revenue of $51.7 billion, up 20% from a year ago, topping the $50 billion level for the first time. Earnings jumped 22% to $2.48 per share. Wall Street analysts had expected revenue of $50.9 billion and EPS of $2.31.While Microsoft stock has tumbled about 15% this year, dragged down by the steep market correction, analysts had been generally upbeat heading into the software giant’s December quarter results.“Digital technology is the most malleable resource at the world’s disposal to overcome constraints and reimagine everyday work and life,” Microsoft CEO Satya Nadella said in the earnings press release.Revenue from the company’s Productivity and Business Processes segment, which includes Office and other applications was $15.9 billion, up 19%, in line with both the Wall Street consensus at $15.9 billion and the company’s guidance range of $15.7 billion to $15.95 billion. Revenue was up 14% for Office Commercial products and 15% for Office Consumer. LinkedIn revenue was up 37% from a year ago.For the Intelligent Cloud segment, including Azure, revenue was $18.3 billion, up 26%, and likewise in line with Wall Street at $18.3 billion and guidance of between $18.1 billion and $18.35 billion. Azure revenue was up 46%, slowing from 50% growth one quarter earlier. Microsoft Cloud revenue, which also includes Office 365 and Dynamics 365, was up 32%.Microsoft said revenue from its More Personal Computing segment, which includes Windows, Surface and Xbox, among other things, was $17.5 billion, up 15%, and ahead of both consensus at $16.6 billion, and the company’s guidance range of $16.35 billion and $16.75 billion. Search and news advertising revenue rose 32% in the quarter.Windows OEM revenue—from PC makers—was up a surprising 25%, driven in particular by strong growth in enterprise PC demand. That was up from 10% growth in the previous quarter, and just 1% growth a year ago. Xbox content and services were up 10%, while Xbox hardware was up 4%.It’s worth noting that the company had expected a one percentage point benefit from foreign currency in the quarter, but actually got no help from currency this time due to less-favorable than expected exchange rates. Commercial bookings were up 32% in the quarter, or 37% in constant currency, accelerating from 11% growth one quarter earlier.Microsoft bought back $6.2 billion of stock in the quarter.Amy Hood, Microsoft's finance chief, said the company is expecting $48.5 billion to 49.3 billion in revenue in the fiscal third quarter, topping the $48.23 billion Refinitiv consensus. The middle of the range, at $48.9 billion, is above the $48.23 billion Refinitiv consensus. Hood said the company now expects full-year operating margins to widen slightly.Investors are also focused on Microsoft's proposed $69 billion acquisition of Activision Blizzard Inc, announced on Jan. 18, a huge expansion for its gaming division. It also broadens the company's efforts in the so-called metaverse, or the merging of online and offline worlds, which will have corporate and consumer applications.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309736099487944,"gmtCreate":1716623780612,"gmtModify":1716623785053,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"Predicting specific stock prices, such as whether Nvidia (NVDA) will hit $1100 before a potential stock split, is inherently uncertain and involves many variables. Here are some factors to consider: ### Key Factors Influencing Nvidia's Stock Price 1. **Market Conditions**: Overall stock market trends, particularly in the technology sector, will play a significant role. A bullish market could push Nvidia's stock higher. 2. **Company Performance**: Nvidia's financial performance, including revenue growth, profit margins, and market share in key areas like GPUs, AI, and data centers, will be crucial. 3. **Product Innovations**: Continued innovation and successful product launches can boost investor confidence and drive the stock price up. 4. **Industry Trends**: The demand for GPUs, AI applic","listText":"Predicting specific stock prices, such as whether Nvidia (NVDA) will hit $1100 before a potential stock split, is inherently uncertain and involves many variables. Here are some factors to consider: ### Key Factors Influencing Nvidia's Stock Price 1. **Market Conditions**: Overall stock market trends, particularly in the technology sector, will play a significant role. A bullish market could push Nvidia's stock higher. 2. **Company Performance**: Nvidia's financial performance, including revenue growth, profit margins, and market share in key areas like GPUs, AI, and data centers, will be crucial. 3. **Product Innovations**: Continued innovation and successful product launches can boost investor confidence and drive the stock price up. 4. **Industry Trends**: The demand for GPUs, AI applic","text":"Predicting specific stock prices, such as whether Nvidia (NVDA) will hit $1100 before a potential stock split, is inherently uncertain and involves many variables. Here are some factors to consider: ### Key Factors Influencing Nvidia's Stock Price 1. **Market Conditions**: Overall stock market trends, particularly in the technology sector, will play a significant role. A bullish market could push Nvidia's stock higher. 2. **Company Performance**: Nvidia's financial performance, including revenue growth, profit margins, and market share in key areas like GPUs, AI, and data centers, will be crucial. 3. **Product Innovations**: Continued innovation and successful product launches can boost investor confidence and drive the stock price up. 4. **Industry Trends**: The demand for GPUs, AI applic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/309736099487944","isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4174295482210432","authorId":"4174295482210432","name":"TigerTrader2024","avatar":"https://community-static.tradeup.com/news/e2cf44bd3c54c80ec8b4dbad5a7d7dc2","crmLevel":1,"crmLevelSwitch":0,"idStr":"4174295482210432","authorIdStr":"4174295482210432"},"content":"Saying whether any stock will rise or fall is based ultimatey on speculation. Theychave the innovation and their collaboration not only in GPUs but also in the language/ dev side of AI, means that they can ensure longevity of rheir products and services. Partnering with Microsoft and Google is a smart move. Their hardware are in datacenters worldwide, making their ability to scale up even more efficient and certain. Reckon it might surpass 1100$ and moght even hot 1200$ before the stock split. Lets see how this plays out…","text":"Saying whether any stock will rise or fall is based ultimatey on speculation. Theychave the innovation and their collaboration not only in GPUs but also in the language/ dev side of AI, means that they can ensure longevity of rheir products and services. Partnering with Microsoft and Google is a smart move. Their hardware are in datacenters worldwide, making their ability to scale up even more efficient and certain. Reckon it might surpass 1100$ and moght even hot 1200$ before the stock split. Lets see how this plays out…","html":"Saying whether any stock will rise or fall is based ultimatey on speculation. Theychave the innovation and their collaboration not only in GPUs but also in the language/ dev side of AI, means that they can ensure longevity of rheir products and services. Partnering with Microsoft and Google is a smart move. Their hardware are in datacenters worldwide, making their ability to scale up even more efficient and certain. Reckon it might surpass 1100$ and moght even hot 1200$ before the stock split. Lets see how this plays out…"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982878182,"gmtCreate":1667169607946,"gmtModify":1676537868376,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9982878182","repostId":"1144002858","repostType":4,"repost":{"id":"1144002858","pubTimestamp":1667099313,"share":"https://ttm.financial/m/news/1144002858?lang=&edition=fundamental","pubTime":"2022-10-30 11:08","market":"us","language":"en","title":"Is Nvidia And Oracle's Partnership Expansion Good For Business Outlook?","url":"https://stock-news.laohu8.com/highlight/detail?id=1144002858","media":"Seeking Alpha","summary":"SummaryNVDA’s partnership with OCI could help negate the adverse developments that have cropped up d","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NVDA’s partnership with OCI could help negate the adverse developments that have cropped up due to geopolitical risks.</li><li>NVDA’s powerful AI-ready infrastructure feels like a good fit to harness Oracle’s deep data repositories.</li><li>NVDA’s forward valuations look attractive and the risk-reward on the weekly chart does not look too bad.</li><li>However, institutions still continue to shun the stock, and it does not look like it will be an apt rotation candidate for those fishing in the semiconductor or AI arenas.</li></ul><p><b>Introduction</b></p><p>NVIDIA Corporation (NASDAQ: NVDA), a trailblazer in accelerated computing reports under five divisions. Over the years, the Data Center segment has grown to become a vital fulcrum of the overall story. In Q2, this division contributed $3.8bn of revenue (that is more than any other division), accounting for 57% of NVDA’s overall topline.</p><p>When things were moving along quite smoothly here, it was rather dispiriting to note that the company had become a victim of geopolitical tensions between China and the US; in late August/early September, the US government imposed new license requirements which would hinder the ability of NVIDIA to export its A100 and upcoming H100 GPUs without much encumbrances. NVDA is now in the process of working out alternative solutions to mitigate this impact, but the initial reading is that this development could prove to impact revenues to the tune of $400 mper quarter. That would imply a roughly 11% impact on the data center business which is certainly not ideal, particularly when the other large division- gaming, continues to slow down every quarter.</p><p><b>The Implications Of The Nvidia and Oracle Partnership</b></p><p>Whilst NVIDIA continues to figure out the best course of action for the Chinese market going forward, it was heartening to read about another development a few days back- the expansion of an ongoing multiyear alliance with Oracle(ORCL), which is designed to enhance Oracle Cloud Infrastructure’s (OCI) positioning with its enterprise clients (these clients will now have access to all of NVDA’s AI platforms). Needless to say, this will also provide added visibility for NVIDIA’s AI, which can only be good for further and rapid adoption from other parties.</p><p>As part of the<i>“multi-year</i>” deal, OCI will be adding<i>“tens of thousands more NVIDIA GPUs, including the A100 and upcoming H100”.</i>I believe this could be a very symbiotic connection for both entities; we know that ORCL’s databases attract a plethora of companies that use them to store chunks and chunks of raw enterprise data. But just having the data isn’t enough; you need the requisite AI-ready infrastructure, and there are not too many companies that can offer what NVDA does.</p><p>Leave aside the H100 for now, which is still in the works, but using the A100 80GB GPU, OCI could cater to a diverse set of AI workloads for its clients, particularly deep learning training, and the creation of data frames, at 3x the level of an A100 40GB GPU. One can combine the A100 GPU with Oracle’s innate low latency cluster networks and you get a landscape where enterprise clients could potentially host around 500GPUs in a cluster. The “pace” and “scale” at which this mammoth data is harnessed and made sense of (how best can we address gaps in the market, how can we speed up product development, etc.) will likely make this one of the most glimmering partnerships in the industry.</p><p><img src=\"https://static.tigerbbs.com/998a86b67eade99a5ece0dc7df4cf263\" tg-width=\"640\" tg-height=\"598\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NVIDIA Website</p><p>I also feel this partnership with ORCL could more than negate the adverse impact of the recent geopolitical events, although, given the paucity of publicly disclosed numbers, one can’t be too certain of a definitive contract figure.</p><p>For instance, we don’t know the mix of A100 and H100 GPUs this Oracle partnership calls for; to be conservative, I’m considering only the A100 Tensor Core 80GB GPU which is priced at $13,999 as per public data (the H100 which could typically facilitate AI training at 9x the speed of an A100 GPU, will no doubt be priced at much superior rates). Then, “tens of thousands” could be any number from 10000 units to 99000 units, but assuming the A100 80GB GPU pricing, you’re looking at a potential boost of anything from $140m to $1400m. This is also unlikely to be limited to just hardware. There could also be a few additional millions linked to enterprise support work designed to make the AI software run more efficiently, across the subscription period, which could extend for a few years. We&#39;d have to wait for more clarity for the nuances of this deal, and one may likely get it on the 16th of November when they announceQ3results.</p><p><b>Closing Thoughts- Is NVDA Stock A Buy, Sell, or Hold?</b></p><p>After gauging some of the other sub-plots related to the NVIDIA story, it’s fair to say that we’re looking at a rather mixed picture.</p><p>After giving up close to two-thirds of its value from lifetime highs, the forward valuations for NVDA&#39;s stock certainly look a lot more palatable. We know that the FY Jan 2023numberswill likely be nothing to write home about, with flattish revenue growth (roughly $27bn yet again) and a 24% decline in the EPS YoY.</p><p>For the FY Jan 2024 though, the narrative is likely to perk up, with expected revenue of $31.3bn and an EPS of $4.47; this would translate into a forward P/E of roughly 29x, which I believe is quite a steal when you consider that the 5-year average is a lot higher at52x! The current multiple also puts it a lot closer to the lower end of the 5-year forward P/E band of 25-99x.</p><p><img src=\"https://static.tigerbbs.com/d46f823f616774134a1d1a57a341e959\" tg-width=\"640\" tg-height=\"245\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>YCharts</p><p>The attractive valuation backdrop can be further substantiated by the level of earnings growth you’re getting at this multiple. An expected EPS of $4.47 translates to 33% bottom line growth, and with a P/E of just 29x, you’re staring at a forward PEG ratio of less than 1x! This feels criminally low for an enterprise which is at the forefront of bringing through critical next-generation tech. I remain doubtful if we will see too many instances where NVDA’s forward P/E is lower than the earnings growth on offer (just for some additional context the 5-year PEG average is above8x).</p><p>When I shift focus to NVIDIA’s weekly chart, there’s no evidence yet of a reversal from the downtrend that has been in play for close to a year. But, if you’re looking for green shoots, there’s decent probability that the stock attempts to build some sort of floor around the current levels, as it coincides with the congestion zone of $120-$160, last seen during August 2020-May 2021. Even if you’re bearish about NVIDIA’s prospects over the long-run, and think the descending channel pattern could continue to persist, the stock still offers decent risk-reward at current levels, as it is a long way from the upper boundary of the descending channel.</p><p><img src=\"https://static.tigerbbs.com/3bdbfeb274e7ac0d1691c9c38a222901\" tg-width=\"640\" tg-height=\"304\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Investing</p><p>Having said that, I suspect, for the stock to make big moves on the upside you would need the spending power of the institutional cohort; but so far, they’ve shown little inclination to get on board. In fact, the latest data shows that these guys continue to bail on the stock, with the aggregate shares owned by them, declining for yet another month, to $2.579bn.</p><p><img src=\"https://static.tigerbbs.com/0c41d8d212f6ff24660fe36147fc3a7f\" tg-width=\"640\" tg-height=\"239\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>YCharts</p><p>Besides, based solely on the relative strength ratio of the NVIDIA stock and other options in the semi space, it doesn’t look like the former will be a prime rotational candidate; as you can see from the image below, despite correction from the +1 levels, the current RS ratio of NVDA and the VanEck Semiconductor ETF (SMH) is still above the mid-point (0.55x) of the long-term range.</p><p><img src=\"https://static.tigerbbs.com/1a844d2391e727795028c14003148672\" tg-width=\"640\" tg-height=\"277\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Stockcharts</p><p>A similar takeaway can be gleaned from the image below which measures NVDA’s strength vs its peers from the robotic and AI space as represented by the Global X Robotics and AI ETF (BOTZ).</p><p><img src=\"https://static.tigerbbs.com/554e89baac0ca64e463574c05c60fbaa\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Stockcharts</p><p>To conclude, the NVDA stock is a HOLD.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Nvidia And Oracle's Partnership Expansion Good For Business Outlook?</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\">\nIs Nvidia And Oracle's Partnership Expansion Good For Business Outlook?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-30 11:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4550012-is-nvidia-oracle-partnership-expansion-good-for-outlook><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNVDA’s partnership with OCI could help negate the adverse developments that have cropped up due to geopolitical risks.NVDA’s powerful AI-ready infrastructure feels like a good fit to harness ...</p>\n\n<a href=\"https://seekingalpha.com/article/4550012-is-nvidia-oracle-partnership-expansion-good-for-outlook\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4550012-is-nvidia-oracle-partnership-expansion-good-for-outlook","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144002858","content_text":"SummaryNVDA’s partnership with OCI could help negate the adverse developments that have cropped up due to geopolitical risks.NVDA’s powerful AI-ready infrastructure feels like a good fit to harness Oracle’s deep data repositories.NVDA’s forward valuations look attractive and the risk-reward on the weekly chart does not look too bad.However, institutions still continue to shun the stock, and it does not look like it will be an apt rotation candidate for those fishing in the semiconductor or AI arenas.IntroductionNVIDIA Corporation (NASDAQ: NVDA), a trailblazer in accelerated computing reports under five divisions. Over the years, the Data Center segment has grown to become a vital fulcrum of the overall story. In Q2, this division contributed $3.8bn of revenue (that is more than any other division), accounting for 57% of NVDA’s overall topline.When things were moving along quite smoothly here, it was rather dispiriting to note that the company had become a victim of geopolitical tensions between China and the US; in late August/early September, the US government imposed new license requirements which would hinder the ability of NVIDIA to export its A100 and upcoming H100 GPUs without much encumbrances. NVDA is now in the process of working out alternative solutions to mitigate this impact, but the initial reading is that this development could prove to impact revenues to the tune of $400 mper quarter. That would imply a roughly 11% impact on the data center business which is certainly not ideal, particularly when the other large division- gaming, continues to slow down every quarter.The Implications Of The Nvidia and Oracle PartnershipWhilst NVIDIA continues to figure out the best course of action for the Chinese market going forward, it was heartening to read about another development a few days back- the expansion of an ongoing multiyear alliance with Oracle(ORCL), which is designed to enhance Oracle Cloud Infrastructure’s (OCI) positioning with its enterprise clients (these clients will now have access to all of NVDA’s AI platforms). Needless to say, this will also provide added visibility for NVIDIA’s AI, which can only be good for further and rapid adoption from other parties.As part of the“multi-year” deal, OCI will be adding“tens of thousands more NVIDIA GPUs, including the A100 and upcoming H100”.I believe this could be a very symbiotic connection for both entities; we know that ORCL’s databases attract a plethora of companies that use them to store chunks and chunks of raw enterprise data. But just having the data isn’t enough; you need the requisite AI-ready infrastructure, and there are not too many companies that can offer what NVDA does.Leave aside the H100 for now, which is still in the works, but using the A100 80GB GPU, OCI could cater to a diverse set of AI workloads for its clients, particularly deep learning training, and the creation of data frames, at 3x the level of an A100 40GB GPU. One can combine the A100 GPU with Oracle’s innate low latency cluster networks and you get a landscape where enterprise clients could potentially host around 500GPUs in a cluster. The “pace” and “scale” at which this mammoth data is harnessed and made sense of (how best can we address gaps in the market, how can we speed up product development, etc.) will likely make this one of the most glimmering partnerships in the industry.NVIDIA WebsiteI also feel this partnership with ORCL could more than negate the adverse impact of the recent geopolitical events, although, given the paucity of publicly disclosed numbers, one can’t be too certain of a definitive contract figure.For instance, we don’t know the mix of A100 and H100 GPUs this Oracle partnership calls for; to be conservative, I’m considering only the A100 Tensor Core 80GB GPU which is priced at $13,999 as per public data (the H100 which could typically facilitate AI training at 9x the speed of an A100 GPU, will no doubt be priced at much superior rates). Then, “tens of thousands” could be any number from 10000 units to 99000 units, but assuming the A100 80GB GPU pricing, you’re looking at a potential boost of anything from $140m to $1400m. This is also unlikely to be limited to just hardware. There could also be a few additional millions linked to enterprise support work designed to make the AI software run more efficiently, across the subscription period, which could extend for a few years. We'd have to wait for more clarity for the nuances of this deal, and one may likely get it on the 16th of November when they announceQ3results.Closing Thoughts- Is NVDA Stock A Buy, Sell, or Hold?After gauging some of the other sub-plots related to the NVIDIA story, it’s fair to say that we’re looking at a rather mixed picture.After giving up close to two-thirds of its value from lifetime highs, the forward valuations for NVDA's stock certainly look a lot more palatable. We know that the FY Jan 2023numberswill likely be nothing to write home about, with flattish revenue growth (roughly $27bn yet again) and a 24% decline in the EPS YoY.For the FY Jan 2024 though, the narrative is likely to perk up, with expected revenue of $31.3bn and an EPS of $4.47; this would translate into a forward P/E of roughly 29x, which I believe is quite a steal when you consider that the 5-year average is a lot higher at52x! The current multiple also puts it a lot closer to the lower end of the 5-year forward P/E band of 25-99x.YChartsThe attractive valuation backdrop can be further substantiated by the level of earnings growth you’re getting at this multiple. An expected EPS of $4.47 translates to 33% bottom line growth, and with a P/E of just 29x, you’re staring at a forward PEG ratio of less than 1x! This feels criminally low for an enterprise which is at the forefront of bringing through critical next-generation tech. I remain doubtful if we will see too many instances where NVDA’s forward P/E is lower than the earnings growth on offer (just for some additional context the 5-year PEG average is above8x).When I shift focus to NVIDIA’s weekly chart, there’s no evidence yet of a reversal from the downtrend that has been in play for close to a year. But, if you’re looking for green shoots, there’s decent probability that the stock attempts to build some sort of floor around the current levels, as it coincides with the congestion zone of $120-$160, last seen during August 2020-May 2021. Even if you’re bearish about NVIDIA’s prospects over the long-run, and think the descending channel pattern could continue to persist, the stock still offers decent risk-reward at current levels, as it is a long way from the upper boundary of the descending channel.InvestingHaving said that, I suspect, for the stock to make big moves on the upside you would need the spending power of the institutional cohort; but so far, they’ve shown little inclination to get on board. In fact, the latest data shows that these guys continue to bail on the stock, with the aggregate shares owned by them, declining for yet another month, to $2.579bn.YChartsBesides, based solely on the relative strength ratio of the NVIDIA stock and other options in the semi space, it doesn’t look like the former will be a prime rotational candidate; as you can see from the image below, despite correction from the +1 levels, the current RS ratio of NVDA and the VanEck Semiconductor ETF (SMH) is still above the mid-point (0.55x) of the long-term range.StockchartsA similar takeaway can be gleaned from the image below which measures NVDA’s strength vs its peers from the robotic and AI space as represented by the Global X Robotics and AI ETF (BOTZ).StockchartsTo conclude, the NVDA stock is a HOLD.","news_type":1},"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995007166,"gmtCreate":1661384429057,"gmtModify":1676536507067,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995007166","repostId":"2262220676","repostType":4,"repost":{"id":"2262220676","pubTimestamp":1661382394,"share":"https://ttm.financial/m/news/2262220676?lang=&edition=fundamental","pubTime":"2022-08-25 07:06","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Higher, With All Eyes on Jackson Hole","url":"https://stock-news.laohu8.com/highlight/detail?id=2262220676","media":"Reuters","summary":"Wall Street ended higher on Wednesday, lifted by gains in energy stocks and Intuit while investors a","content":"<html><head></head><body><p>Wall Street ended higher on Wednesday, lifted by gains in energy stocks and Intuit while investors awaited the U.S. Federal Reserve&#39;s Jackson Hole conference this week.</p><p>Boosting the tech-heavy Nasdaq, Intuit Inc rallied almost 4% after the accounting software maker forecast upbeat fiscal 2023 revenue.</p><p>After the bell, Salesforce Inc dipped 5.5% following its quarterly report. During the trading session, the business software seller had gained 2.3%.</p><p>All 11 S&amp;P 500 sector indexes rose, led by energy, up 1.2%, followed by a 0.71% gain in real estate.</p><p>The S&amp;P 500 lost ground in the previous three sessions after a summer rally was halted by growing concerns of an aggressive stance by the Fed, an energy crisis in Europe and signs of economic slowdown in China.</p><p>Investor are now focused be on the Jackson Hole symposium that begins on Thursday, with remarks from Fed Chair Jerome Powell on Friday potentially providing clues about the pace of future rate hikes and whether the central bank can achieve a &#34;soft landing&#34; for the economy.</p><p>&#34;The market is biding its time to get more information on the most important things, which are inflation and the Fed&#39;s rate path,&#34; said Tom Martin, senior portfolio manager at GLOBALT Investments in Atlanta.</p><p>Traders are divided between expecting a 50-basis point hike and a 75-basis point hike by the U.S. central bank.</p><p>President Joe Biden said the U.S. government will forgive $10,000 in student loans for many debt-saddled college-goers, a move that could boost support for his fellow Democrats in the November congressional elections but also may fuel inflation.</p><p>Helped by corporate quarterly results that were not as bad as feared, the S&amp;P 500 has recovered 13% from its mid-June lows. The benchmark index is set to end the year a little above its current level, according to strategists recently polled by Reuters.</p><p>The S&amp;P 500 climbed 0.29% to end the session at 4,140.77 points.</p><p>The Nasdaq gained 0.41% to 12,431.53 points, while Dow Jones Industrial Average rose 0.18% to 32,969.23 points.</p><p>Peloton Interactive surged over 20% after the stationary bike company said it would sell its products on Amazon in a bid to boost sales that have dropped following the end of pandemic lockdowns.</p><p>Nordstrom Inc tumbled almost 20% after the retailer cut its annual revenue and profit forecasts, a sign that inflation is squeezing consumer spending on its high-end clothing and footwear.</p><p>Advancing issues outnumbered falling ones within the S&amp;P 500 by a 2.5-to-one ratio.</p><p>The S&amp;P 500 posted two new highs and 30 new lows; the Nasdaq recorded 42 new highs and 104 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 8.9 billion shares traded, compared to an average of 10.9 billion shares over the previous 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Higher, With All Eyes on Jackson Hole</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Higher, With All Eyes on Jackson Hole\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 07:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-street-ends-201806868.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street ended higher on Wednesday, lifted by gains in energy stocks and Intuit while investors awaited the U.S. Federal Reserve's Jackson Hole conference this week.Boosting the tech-heavy Nasdaq, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-201806868.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-201806868.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262220676","content_text":"Wall Street ended higher on Wednesday, lifted by gains in energy stocks and Intuit while investors awaited the U.S. Federal Reserve's Jackson Hole conference this week.Boosting the tech-heavy Nasdaq, Intuit Inc rallied almost 4% after the accounting software maker forecast upbeat fiscal 2023 revenue.After the bell, Salesforce Inc dipped 5.5% following its quarterly report. During the trading session, the business software seller had gained 2.3%.All 11 S&P 500 sector indexes rose, led by energy, up 1.2%, followed by a 0.71% gain in real estate.The S&P 500 lost ground in the previous three sessions after a summer rally was halted by growing concerns of an aggressive stance by the Fed, an energy crisis in Europe and signs of economic slowdown in China.Investor are now focused be on the Jackson Hole symposium that begins on Thursday, with remarks from Fed Chair Jerome Powell on Friday potentially providing clues about the pace of future rate hikes and whether the central bank can achieve a \"soft landing\" for the economy.\"The market is biding its time to get more information on the most important things, which are inflation and the Fed's rate path,\" said Tom Martin, senior portfolio manager at GLOBALT Investments in Atlanta.Traders are divided between expecting a 50-basis point hike and a 75-basis point hike by the U.S. central bank.President Joe Biden said the U.S. government will forgive $10,000 in student loans for many debt-saddled college-goers, a move that could boost support for his fellow Democrats in the November congressional elections but also may fuel inflation.Helped by corporate quarterly results that were not as bad as feared, the S&P 500 has recovered 13% from its mid-June lows. The benchmark index is set to end the year a little above its current level, according to strategists recently polled by Reuters.The S&P 500 climbed 0.29% to end the session at 4,140.77 points.The Nasdaq gained 0.41% to 12,431.53 points, while Dow Jones Industrial Average rose 0.18% to 32,969.23 points.Peloton Interactive surged over 20% after the stationary bike company said it would sell its products on Amazon in a bid to boost sales that have dropped following the end of pandemic lockdowns.Nordstrom Inc tumbled almost 20% after the retailer cut its annual revenue and profit forecasts, a sign that inflation is squeezing consumer spending on its high-end clothing and footwear.Advancing issues outnumbered falling ones within the S&P 500 by a 2.5-to-one ratio.The S&P 500 posted two new highs and 30 new lows; the Nasdaq recorded 42 new highs and 104 new lows.Volume on U.S. exchanges was relatively light, with 8.9 billion shares traded, compared to an average of 10.9 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904083481,"gmtCreate":1659959586846,"gmtModify":1703476376104,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904083481","repostId":"1179326728","repostType":4,"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053604187,"gmtCreate":1654524785049,"gmtModify":1676535462369,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053604187","repostId":"1135252069","repostType":4,"repost":{"id":"1135252069","pubTimestamp":1654520068,"share":"https://ttm.financial/m/news/1135252069?lang=&edition=fundamental","pubTime":"2022-06-06 20:54","market":"us","language":"en","title":"Price Target Changes｜XOM Raised to $107 By MS; Snap Lowered to $30 By DB","url":"https://stock-news.laohu8.com/highlight/detail?id=1135252069","media":"Benzinga","summary":"Citigroup cut PVH Corp. price target from $94 to $73. PVH shares fell 0.7% to close at $71.96 on Fri","content":"<html><head></head><body><ul><li>Citigroup cut <a href=\"https://laohu8.com/S/PVH\">PVH Corp.</a> price target from $94 to $73. PVH shares fell 0.7% to close at $71.96 on Friday.</li><li>Morgan Stanley Maintains Overweight on <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a>, Raises Price Target to $107 XOM shares rose 0.18% to $6.31 in pre-market trading.</li><li>Deutsche Bank Maintains Buy on <a href=\"https://laohu8.com/S/SNAP\">Snap</a>, Lowers Price Target to $30.</li><li>Barclays lowered <a href=\"https://laohu8.com/S/RH\">RH</a> price target from $528 to $400. RH shares rose 0.5% to $306.00 in pre-market trading.</li><li>HC Wainwright &amp; Co. reduced the price target on <a href=\"https://laohu8.com/S/BTBT\">Bit Digital, Inc.</a> from $14 to $4. Bit Digital shares rose 6.7% to $1.75 in pre-market trading.</li></ul><ul><li>Morgan Stanley raised <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings, Inc.</a> price target from $195 to $215. CrowdStrike shares rose 4.3% to $168.99 in pre-market trading.</li><li>Needham cut price target for <a href=\"https://laohu8.com/S/MREO\">Mereo BioPharma Group plc</a> from $10 to $5. Mereo BioPharma shares rose 0.9% to $0.5750 in pre-market trading.</li><li>RBC Capital raised <a href=\"https://laohu8.com/S/RMD\">ResMed Inc.</a> price target from $233 to $244. ResMed shares fell 1.4% to close at $208.31 on Friday.</li><li>Goldman Sachs cut the price target on <a href=\"https://laohu8.com/S/LNC\">Lincoln National Corporation</a> from $78 to $60. Lincoln National shares rose 1.3% to $56.40 in pre-market trading.</li><li>SVB Leerink raised the price target on <a href=\"https://laohu8.com/S/SGEN\">Seagen Inc.</a> from $155 to $159. Seagen shares slipped 0.1% to $139.92 in pre-market trading.</li></ul></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Price Target Changes｜XOM Raised to $107 By MS; Snap Lowered to $30 By DB</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\">\nPrice Target Changes｜XOM Raised to $107 By MS; Snap Lowered to $30 By DB\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-06 20:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/06/27562779/deutsche-bank-maintains-buy-on-snap-lowers-price-target-to-30><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Citigroup cut PVH Corp. price target from $94 to $73. PVH shares fell 0.7% to close at $71.96 on Friday.Morgan Stanley Maintains Overweight on Exxon Mobil, Raises Price Target to $107 XOM shares rose ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/06/27562779/deutsche-bank-maintains-buy-on-snap-lowers-price-target-to-30\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RMD":"瑞思迈","CRWD":"CrowdStrike Holdings, Inc.","PVH":"PVH Corp","XOM":"埃克森美孚","BTBT":"Bit Digital, Inc.","SNAP":"Snap Inc"},"source_url":"https://www.benzinga.com/news/22/06/27562779/deutsche-bank-maintains-buy-on-snap-lowers-price-target-to-30","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135252069","content_text":"Citigroup cut PVH Corp. price target from $94 to $73. PVH shares fell 0.7% to close at $71.96 on Friday.Morgan Stanley Maintains Overweight on Exxon Mobil, Raises Price Target to $107 XOM shares rose 0.18% to $6.31 in pre-market trading.Deutsche Bank Maintains Buy on Snap, Lowers Price Target to $30.Barclays lowered RH price target from $528 to $400. RH shares rose 0.5% to $306.00 in pre-market trading.HC Wainwright & Co. reduced the price target on Bit Digital, Inc. from $14 to $4. Bit Digital shares rose 6.7% to $1.75 in pre-market trading.Morgan Stanley raised CrowdStrike Holdings, Inc. price target from $195 to $215. CrowdStrike shares rose 4.3% to $168.99 in pre-market trading.Needham cut price target for Mereo BioPharma Group plc from $10 to $5. Mereo BioPharma shares rose 0.9% to $0.5750 in pre-market trading.RBC Capital raised ResMed Inc. price target from $233 to $244. ResMed shares fell 1.4% to close at $208.31 on Friday.Goldman Sachs cut the price target on Lincoln National Corporation from $78 to $60. Lincoln National shares rose 1.3% to $56.40 in pre-market trading.SVB Leerink raised the price target on Seagen Inc. from $155 to $159. Seagen shares slipped 0.1% to $139.92 in pre-market trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025370485,"gmtCreate":1653628374947,"gmtModify":1676535317848,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025370485","repostId":"1198288464","repostType":4,"repost":{"id":"1198288464","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1653622270,"share":"https://ttm.financial/m/news/1198288464?lang=&edition=fundamental","pubTime":"2022-05-27 11:31","market":"us","language":"en","title":"Retailers' Earnings Recap: Not Everybody in Retail Is Doing Poorly","url":"https://stock-news.laohu8.com/highlight/detail?id=1198288464","media":"Tiger Newspress","summary":"Last Week, Walmart and Target posted weaker-than-expected quarterly earnings, and shares of both com","content":"<html><head></head><body><p>Last Week, Walmart and Target posted weaker-than-expected quarterly earnings, and shares of both companies took a hit. Heartening reports from Macy&#39;s helped counter a gloomier view that rising costs are eroding profits. It provides a little more confidence that the consumer continues to be reasonably strong.</p><h2>Strong Consumer Spending Amid Surging Inflation</h2><p><img src=\"https://static.tigerbbs.com/99e059fa0300c7574b9037245911d977\" tg-width=\"745\" tg-height=\"751\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/TGT\">Target</a> triggered the selloff last Wednesday when it said profits came up short in the first quarter despite positive sales growth. The company failed to anticipate the magnitude of a rapidly shifting macroeconomic backdrop, as well as dramatic changes in  customers’ behavior. Target’s stock plummeted nearly 25% for its worst one-day performance since Black Monday in 1987. It also reported operating margins and earnings well below expectations.</p><p><a href=\"https://laohu8.com/S/WMT\">Wal-Mart</a> reported disappointing results on last Tuesday and saw its shares plummet the most in 35 years. Despite sales growth, net income dropped by 25% year over year as profits were eroded by higher food and fuel costs, as well as higher wages in addition to more-selective consumers who traded down to less-expensive private-label goods.</p><p><a href=\"https://laohu8.com/S/HD\">Home Depot</a> bucked the trend by posting record sales results and higher-than- expected earnings that were 6% were up from the same period last year, as demand exceeded expectations. While inflation lowered its average ticket price, that was offset by consumers trading up to premium products.</p><p><a href=\"https://laohu8.com/S/BBY\">Best Buy</a> reported lower sales for its fiscal first-quarter and the retailer cut its outlook for the year, citing softer demand that doesn’t appear to be letting up. Best Buy’s quarterly net income fell to $341 million, or $1.49 per share, down from $595 million, or $2.32 per share, a year earlier. Excluding items, it earned an adjusted $1.57 per share. Net sales fell to $10.65 billion from $11.64 billion a year earlier.</p><p><a href=\"https://laohu8.com/S/M\">Macy&#39;s</a> revenue grew by 13.6% year over year to $5.3 billion in its fiscal first quarter, which ended on April 30. The gains were fueled by a 12.4% jump in the retailer&#39;s comparable-store sales.</p><p>&#34;While macroeconomic pressures on consumer spending increased during the quarter, our customers continued to shop,&#34; CEO Jeff Gennette said in a press release. &#34;We saw a notable shift back to occasion-based apparel and in-store shopping, as well as continued strength in sales of luxury goods.&#34;</p><p><a href=\"https://laohu8.com/S/COST\">Costco</a> beat Wall Street estimates for quarterly revenue and profit on Thursday, boosted by strong consumer spending on its fresh food, home furnishings and fuel offerings amid surging inflation.</p><p>However, shares of the warehouse club operator fell about 2% in extended trading as the company&#39;s gross margins dropped by 99 basis points in the third quarter.</p><p>The weakness in Costco&#39;s margins come at a time when U.S. retailers, including Walmart, Target, Kohl&#39;s Corp and Best Buy, have warned of decades-high inflation hitting their profits.</p><h2>What Happened to Retail Earnings</h2><p>The picture painted by the major retailers “is one of the first real warning signs that consumers are starting to capitulate,” says Tim Murray, capital markets strategist for the multi-asset division at T. Rowe Price.</p><p>“Supply is at the root of all of this,” Murray says. “We’ve had numerous unforeseen supply shocks, and it’s hard to see when that ends. Demand may have to fall to the level of supply.”</p><p>Consumer spending is a closely watched barometer of economic health in the U.S. because it represents two thirds of gross domestic product. A slowdown in spending is closely aligned with faltering consumer confidence and raises the specter of a potential recession.</p><p>“Everybody has to be concerned that we are headed for recession. Earlier selloffs were more about rates rising and growth sold off more than value,&#39;&#39; Murray says. &#34;Now growth is holding up better than value and yields are coming down on the 10-year Treasury, developments consistent with a slowing economy.”</p><p>In the past two years, the economy has been roiled by the pandemic, labor shortages, and, more recently, COVID lockdowns and the Russian invasion of Ukraine.</p><p>Investors have turned to U.S. Treasuries for safety, despite the Federal Reserve’s intention to fight inflation by raising rates.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Retailers' Earnings Recap: Not Everybody in Retail Is Doing Poorly</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\">\nRetailers' Earnings Recap: Not Everybody in Retail Is Doing Poorly\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-27 11:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Last Week, Walmart and Target posted weaker-than-expected quarterly earnings, and shares of both companies took a hit. Heartening reports from Macy&#39;s helped counter a gloomier view that rising costs are eroding profits. It provides a little more confidence that the consumer continues to be reasonably strong.</p><h2>Strong Consumer Spending Amid Surging Inflation</h2><p><img src=\"https://static.tigerbbs.com/99e059fa0300c7574b9037245911d977\" tg-width=\"745\" tg-height=\"751\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/TGT\">Target</a> triggered the selloff last Wednesday when it said profits came up short in the first quarter despite positive sales growth. The company failed to anticipate the magnitude of a rapidly shifting macroeconomic backdrop, as well as dramatic changes in  customers’ behavior. Target’s stock plummeted nearly 25% for its worst one-day performance since Black Monday in 1987. It also reported operating margins and earnings well below expectations.</p><p><a href=\"https://laohu8.com/S/WMT\">Wal-Mart</a> reported disappointing results on last Tuesday and saw its shares plummet the most in 35 years. Despite sales growth, net income dropped by 25% year over year as profits were eroded by higher food and fuel costs, as well as higher wages in addition to more-selective consumers who traded down to less-expensive private-label goods.</p><p><a href=\"https://laohu8.com/S/HD\">Home Depot</a> bucked the trend by posting record sales results and higher-than- expected earnings that were 6% were up from the same period last year, as demand exceeded expectations. While inflation lowered its average ticket price, that was offset by consumers trading up to premium products.</p><p><a href=\"https://laohu8.com/S/BBY\">Best Buy</a> reported lower sales for its fiscal first-quarter and the retailer cut its outlook for the year, citing softer demand that doesn’t appear to be letting up. Best Buy’s quarterly net income fell to $341 million, or $1.49 per share, down from $595 million, or $2.32 per share, a year earlier. Excluding items, it earned an adjusted $1.57 per share. Net sales fell to $10.65 billion from $11.64 billion a year earlier.</p><p><a href=\"https://laohu8.com/S/M\">Macy&#39;s</a> revenue grew by 13.6% year over year to $5.3 billion in its fiscal first quarter, which ended on April 30. The gains were fueled by a 12.4% jump in the retailer&#39;s comparable-store sales.</p><p>&#34;While macroeconomic pressures on consumer spending increased during the quarter, our customers continued to shop,&#34; CEO Jeff Gennette said in a press release. &#34;We saw a notable shift back to occasion-based apparel and in-store shopping, as well as continued strength in sales of luxury goods.&#34;</p><p><a href=\"https://laohu8.com/S/COST\">Costco</a> beat Wall Street estimates for quarterly revenue and profit on Thursday, boosted by strong consumer spending on its fresh food, home furnishings and fuel offerings amid surging inflation.</p><p>However, shares of the warehouse club operator fell about 2% in extended trading as the company&#39;s gross margins dropped by 99 basis points in the third quarter.</p><p>The weakness in Costco&#39;s margins come at a time when U.S. retailers, including Walmart, Target, Kohl&#39;s Corp and Best Buy, have warned of decades-high inflation hitting their profits.</p><h2>What Happened to Retail Earnings</h2><p>The picture painted by the major retailers “is one of the first real warning signs that consumers are starting to capitulate,” says Tim Murray, capital markets strategist for the multi-asset division at T. Rowe Price.</p><p>“Supply is at the root of all of this,” Murray says. “We’ve had numerous unforeseen supply shocks, and it’s hard to see when that ends. Demand may have to fall to the level of supply.”</p><p>Consumer spending is a closely watched barometer of economic health in the U.S. because it represents two thirds of gross domestic product. A slowdown in spending is closely aligned with faltering consumer confidence and raises the specter of a potential recession.</p><p>“Everybody has to be concerned that we are headed for recession. Earlier selloffs were more about rates rising and growth sold off more than value,&#39;&#39; Murray says. &#34;Now growth is holding up better than value and yields are coming down on the 10-year Treasury, developments consistent with a slowing economy.”</p><p>In the past two years, the economy has been roiled by the pandemic, labor shortages, and, more recently, COVID lockdowns and the Russian invasion of Ukraine.</p><p>Investors have turned to U.S. Treasuries for safety, despite the Federal Reserve’s intention to fight inflation by raising rates.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多","WMT":"沃尔玛","HD":"家得宝","M":"梅西百货","TGT":"塔吉特","BBY":"百思买"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198288464","content_text":"Last Week, Walmart and Target posted weaker-than-expected quarterly earnings, and shares of both companies took a hit. Heartening reports from Macy's helped counter a gloomier view that rising costs are eroding profits. It provides a little more confidence that the consumer continues to be reasonably strong.Strong Consumer Spending Amid Surging InflationTarget triggered the selloff last Wednesday when it said profits came up short in the first quarter despite positive sales growth. The company failed to anticipate the magnitude of a rapidly shifting macroeconomic backdrop, as well as dramatic changes in  customers’ behavior. Target’s stock plummeted nearly 25% for its worst one-day performance since Black Monday in 1987. It also reported operating margins and earnings well below expectations.Wal-Mart reported disappointing results on last Tuesday and saw its shares plummet the most in 35 years. Despite sales growth, net income dropped by 25% year over year as profits were eroded by higher food and fuel costs, as well as higher wages in addition to more-selective consumers who traded down to less-expensive private-label goods.Home Depot bucked the trend by posting record sales results and higher-than- expected earnings that were 6% were up from the same period last year, as demand exceeded expectations. While inflation lowered its average ticket price, that was offset by consumers trading up to premium products.Best Buy reported lower sales for its fiscal first-quarter and the retailer cut its outlook for the year, citing softer demand that doesn’t appear to be letting up. Best Buy’s quarterly net income fell to $341 million, or $1.49 per share, down from $595 million, or $2.32 per share, a year earlier. Excluding items, it earned an adjusted $1.57 per share. Net sales fell to $10.65 billion from $11.64 billion a year earlier.Macy's revenue grew by 13.6% year over year to $5.3 billion in its fiscal first quarter, which ended on April 30. The gains were fueled by a 12.4% jump in the retailer's comparable-store sales.\"While macroeconomic pressures on consumer spending increased during the quarter, our customers continued to shop,\" CEO Jeff Gennette said in a press release. \"We saw a notable shift back to occasion-based apparel and in-store shopping, as well as continued strength in sales of luxury goods.\"Costco beat Wall Street estimates for quarterly revenue and profit on Thursday, boosted by strong consumer spending on its fresh food, home furnishings and fuel offerings amid surging inflation.However, shares of the warehouse club operator fell about 2% in extended trading as the company's gross margins dropped by 99 basis points in the third quarter.The weakness in Costco's margins come at a time when U.S. retailers, including Walmart, Target, Kohl's Corp and Best Buy, have warned of decades-high inflation hitting their profits.What Happened to Retail EarningsThe picture painted by the major retailers “is one of the first real warning signs that consumers are starting to capitulate,” says Tim Murray, capital markets strategist for the multi-asset division at T. Rowe Price.“Supply is at the root of all of this,” Murray says. “We’ve had numerous unforeseen supply shocks, and it’s hard to see when that ends. Demand may have to fall to the level of supply.”Consumer spending is a closely watched barometer of economic health in the U.S. because it represents two thirds of gross domestic product. A slowdown in spending is closely aligned with faltering consumer confidence and raises the specter of a potential recession.“Everybody has to be concerned that we are headed for recession. Earlier selloffs were more about rates rising and growth sold off more than value,'' Murray says. \"Now growth is holding up better than value and yields are coming down on the 10-year Treasury, developments consistent with a slowing economy.”In the past two years, the economy has been roiled by the pandemic, labor shortages, and, more recently, COVID lockdowns and the Russian invasion of Ukraine.Investors have turned to U.S. Treasuries for safety, despite the Federal Reserve’s intention to fight inflation by raising rates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084042435,"gmtCreate":1650783136296,"gmtModify":1676534792576,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084042435","repostId":"1128789991","repostType":4,"repost":{"id":"1128789991","pubTimestamp":1650781043,"share":"https://ttm.financial/m/news/1128789991?lang=&edition=fundamental","pubTime":"2022-04-24 14:17","market":"us","language":"en","title":"Wait for a Better Entry Point to Buy Disney Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1128789991","media":"investorplace","summary":"The latest developments will weigh down the DIS stock in the short runSource: Ivan Marc / Shuttersto","content":"<html><head></head><body><p>The latest developments will weigh down the DIS stock in the short run</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fb8d6bbb1721e01bc655fc2eab64d44\" tg-width=\"1024\" tg-height=\"576\" width=\"100%\" height=\"auto\"/><span>Source: Ivan Marc / Shutterstock.com</span></p><p><b>Walt Disney</b>(NYSE:<b><u>DIS</u></b>) is not having a magical year. DIS stock is down 22.39%. But more pain is yet to come. A section of investors believes the time is ripe for purchasing DIS stock. However, a few indications indicate that the stock will fall more before landing on a bottom.</p><p>In response to the Walt Disney Company’s decision to denounce the state’s anti-LGBT bill, Florida Republicans are making a legislative push for a special tax district targeting Disney itself. The Florida House voted 68-38 to pass a bill that would have ended all special tax districts created before 1968.</p><p>Reedy Creek was established in 1967 and allowed The Walt Disney Company to build up its power in the state of Florida. It took over many responsibilities that would typically be assigned to a local government. The company provide utilities, emergency services, and more for its Florida landholdings.</p><p>Reedy Creek allowed Disney to come in and establish itself as Florida’s largest private employer. That, in turn, led Disney to become one of the state’s biggest employers.</p><p>Plus, DIS investors will find the latest <b>Netflix</b> (NASDAQ:<b><u>NFLX</u></b>) subscriber numbers a shock to the system. Netflix has been a dominant force in the TV streaming industry for almost a decade. However,it reported a 200,000 fall in the first quarter. Disney is investing billions in the streaming space. So, a slowdown for the industry’s bellwether is not great news.</p><p><b>DIS Stock Is a Hold (for Now)</b></p><p>DIS stock has been able to grow its revenue and earnings per share by expanding into new markets such as theme parks, cruise lines, and direct-to-consumer media services. The company also plans to increase its focus on digital media distribution in the coming years because it believes it will be more profitable than traditional distribution methods in the long run.</p><p>Disney’s revenue sources are diverse. They include films (both animated and live-action), television programming, video games, publishing (books), consumer products like toys and clothes, theme parks like Disneyland Paris and Walt Disney World Resort Orlando, digital media including ESPN+, ABC Studios-owned Freeform network.</p><p>However, the latest developments will weigh down DIS stock in the short run. Therefore, this is not the best time to invest in this one.</p><p>The company is gearing up for several high-profile releases in the coming months. They are sure to generate a lot of attention. Thanks to attractions like “<i>Star Wars: Galaxy’s Edge</i>“ and “<i>Avengers Campus</i>,” international visitors to the company’s flagship resorts in Orlando and California will increase. Additionally, new parks are opening throughout the world.</p><p>You can also expect another<i>Avatar</i>this year and sequels for<i>Dr. Strange</i>,<i>Thor</i>,and likely another <i>Black Panther</i> movie as well. Therefore, DIS stock will shrug off the negative momentum. But do not expect all of this to happen overnight.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wait for a Better Entry Point to Buy Disney Stock</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\">\nWait for a Better Entry Point to Buy Disney Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-24 14:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/wait-for-a-better-entry-point-to-buy-disney-stock/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The latest developments will weigh down the DIS stock in the short runSource: Ivan Marc / Shutterstock.comWalt Disney(NYSE:DIS) is not having a magical year. DIS stock is down 22.39%. But more pain is...</p>\n\n<a href=\"https://investorplace.com/2022/04/wait-for-a-better-entry-point-to-buy-disney-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://investorplace.com/2022/04/wait-for-a-better-entry-point-to-buy-disney-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128789991","content_text":"The latest developments will weigh down the DIS stock in the short runSource: Ivan Marc / Shutterstock.comWalt Disney(NYSE:DIS) is not having a magical year. DIS stock is down 22.39%. But more pain is yet to come. A section of investors believes the time is ripe for purchasing DIS stock. However, a few indications indicate that the stock will fall more before landing on a bottom.In response to the Walt Disney Company’s decision to denounce the state’s anti-LGBT bill, Florida Republicans are making a legislative push for a special tax district targeting Disney itself. The Florida House voted 68-38 to pass a bill that would have ended all special tax districts created before 1968.Reedy Creek was established in 1967 and allowed The Walt Disney Company to build up its power in the state of Florida. It took over many responsibilities that would typically be assigned to a local government. The company provide utilities, emergency services, and more for its Florida landholdings.Reedy Creek allowed Disney to come in and establish itself as Florida’s largest private employer. That, in turn, led Disney to become one of the state’s biggest employers.Plus, DIS investors will find the latest Netflix (NASDAQ:NFLX) subscriber numbers a shock to the system. Netflix has been a dominant force in the TV streaming industry for almost a decade. However,it reported a 200,000 fall in the first quarter. Disney is investing billions in the streaming space. So, a slowdown for the industry’s bellwether is not great news.DIS Stock Is a Hold (for Now)DIS stock has been able to grow its revenue and earnings per share by expanding into new markets such as theme parks, cruise lines, and direct-to-consumer media services. The company also plans to increase its focus on digital media distribution in the coming years because it believes it will be more profitable than traditional distribution methods in the long run.Disney’s revenue sources are diverse. They include films (both animated and live-action), television programming, video games, publishing (books), consumer products like toys and clothes, theme parks like Disneyland Paris and Walt Disney World Resort Orlando, digital media including ESPN+, ABC Studios-owned Freeform network.However, the latest developments will weigh down DIS stock in the short run. Therefore, this is not the best time to invest in this one.The company is gearing up for several high-profile releases in the coming months. They are sure to generate a lot of attention. Thanks to attractions like “Star Wars: Galaxy’s Edge“ and “Avengers Campus,” international visitors to the company’s flagship resorts in Orlando and California will increase. Additionally, new parks are opening throughout the world.You can also expect anotherAvatarthis year and sequels forDr. Strange,Thor,and likely another Black Panther movie as well. Therefore, DIS stock will shrug off the negative momentum. But do not expect all of this to happen overnight.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085309755,"gmtCreate":1650639729298,"gmtModify":1676534769068,"author":{"id":"3573986430688942","authorId":"3573986430688942","name":"themonkey","avatar":"https://static.tigerbbs.com/573a67d390101884216129f5c49fe8a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573986430688942","authorIdStr":"3573986430688942"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085309755","repostId":"1168621926","repostType":4,"repost":{"id":"1168621926","pubTimestamp":1650637352,"share":"https://ttm.financial/m/news/1168621926?lang=&edition=fundamental","pubTime":"2022-04-22 22:22","market":"us","language":"en","title":"Why Is Snap (SNAP) Stock in the Spotlight Today?","url":"https://stock-news.laohu8.com/highlight/detail?id=1168621926","media":"InvestorPlace","summary":"Snap(NYSE:SNAP) stock is now up slightly today in volatile trading after the social media company is","content":"<html><head></head><body><p><b>Snap</b>(NYSE:<b><u>SNAP</u></b>) stock is now up slightly today in volatile trading after the social media company issued disappointing earnings.</p><p>The company behind the popular Snapchat platform reported an earnings per share (EPS)loss of 2 cents versus estimated earnings of 1 cent. Snap’s quarterly revenue amounted to $1.06 billion compared to $1.07 billion that analysts expected.</p><p>So far this year, SNAP’s share price has declined 35%.</p><p>What Happened With SNAP Stock</p><p>Snap announced that its global daily active users (DAUs) totaled 332 million in this year’s first quarter compared to the 330 million that Wall Street expected. In addition to beating estimates, this users figure was up 18% year over year. Also, Snap’s average revenue per user (ARPU) was $3.20, up 16.8% year over year. ARPU did come in below estimates for $3.25.</p><p>However, while Snap’s overall revenue increased 38% year over year, the company reported a bigger net loss and less free cash flow on an annual basis during the quarter that ended March 31.</p><p>Perhaps worse, Snap said it expects that its Q2 revenue will rise between 20% and 25%, which is lower than Wall Street’s estimate of 28% growth. Those numbers have SNAPstock under pressure today.</p><p>Why It Matters</p><p>Like most technology stocks and other companies that thrived during pandemic lockdowns, Snap has been struggling since the market began to turn downwards last November. The latest financial results add to the negative sentiment surrounding not only SNAP stock, but other social media and technology securities.</p><p>Snap attributed much of its poor Q1 results to ongoing problems it is experiencing with <b>Apple’s</b>(NASDAQ:<b><u>AAPL</u></b>) 2021 privacy change that makes it harder to target and measure ads on iPhones. Snap said that a new tool it created to improve the issue “now accounts for 90% of the company’s direct response advertising revenue.”</p><p>What’s Next for Snap?</p><p>Snap’s latest numbers are not inspiring steady confidence in the company. Going forward, Snap will need to achieve profitability and demonstrate consistent positive earnings if it hopes to turn things around.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Is Snap (SNAP) Stock in the Spotlight Today?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Is Snap (SNAP) Stock in the Spotlight Today?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/why-is-snap-snap-stock-in-the-spotlight-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Snap(NYSE:SNAP) stock is now up slightly today in volatile trading after the social media company issued disappointing earnings.The company behind the popular Snapchat platform reported an earnings ...</p>\n\n<a href=\"https://investorplace.com/2022/04/why-is-snap-snap-stock-in-the-spotlight-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNAP":"Snap Inc"},"source_url":"https://investorplace.com/2022/04/why-is-snap-snap-stock-in-the-spotlight-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168621926","content_text":"Snap(NYSE:SNAP) stock is now up slightly today in volatile trading after the social media company issued disappointing earnings.The company behind the popular Snapchat platform reported an earnings per share (EPS)loss of 2 cents versus estimated earnings of 1 cent. Snap’s quarterly revenue amounted to $1.06 billion compared to $1.07 billion that analysts expected.So far this year, SNAP’s share price has declined 35%.What Happened With SNAP StockSnap announced that its global daily active users (DAUs) totaled 332 million in this year’s first quarter compared to the 330 million that Wall Street expected. In addition to beating estimates, this users figure was up 18% year over year. Also, Snap’s average revenue per user (ARPU) was $3.20, up 16.8% year over year. ARPU did come in below estimates for $3.25.However, while Snap’s overall revenue increased 38% year over year, the company reported a bigger net loss and less free cash flow on an annual basis during the quarter that ended March 31.Perhaps worse, Snap said it expects that its Q2 revenue will rise between 20% and 25%, which is lower than Wall Street’s estimate of 28% growth. Those numbers have SNAPstock under pressure today.Why It MattersLike most technology stocks and other companies that thrived during pandemic lockdowns, Snap has been struggling since the market began to turn downwards last November. The latest financial results add to the negative sentiment surrounding not only SNAP stock, but other social media and technology securities.Snap attributed much of its poor Q1 results to ongoing problems it is experiencing with Apple’s(NASDAQ:AAPL) 2021 privacy change that makes it harder to target and measure ads on iPhones. Snap said that a new tool it created to improve the issue “now accounts for 90% of the company’s direct response advertising revenue.”What’s Next for Snap?Snap’s latest numbers are not inspiring steady confidence in the company. Going forward, Snap will need to achieve profitability and demonstrate consistent positive earnings if it hopes to turn things around.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}