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Sr1000

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10-27

$Berkshire Hathaway(BRK.B)$

10-27

Great article, would you like to share it?

@Hopehope赋予希望:$Tiger Brokers(TIGR)$ this is another list... Do your due diligence yourself.

10-27

Great article, would you like to share it?

@Barcode:$Advanced Micro Devices(AMD)$ $NVIDIA Corp(NVDA)$ $Intel(INTC)$$Taiwan Semiconductor Manufacturing(TSM)$ 🅱🆄🅻🅻🅸🆂🅷 Nvidia $NVDA vs Intel $INTC vs $AMD: Total Annual Revenue from 2004-2024! TSMC's $TSM 3nm node has ramped quickly, driving recent performance alongside strength on the 5nm node. @Tiger_comments @Daily_Discussion @TigerPM @TigerPicks @TigerStars</

10-15

I mean that's not chop, the index went straight down!

Chinese Stocks See Choppy Trade as Investors Debate Next Move

09-20

This Could mean bad news for the market, could be reversal time

Post-Bell｜Dow, S&P 500 Hit Records While Tesla, Nvidia Lead Nasdaq to One of Best Days of 2024 After Fed Rate Cut

08-26

Didn't age well

PDD Holdings Stock Gains 1% Ahead of Quarterly Results

08-06

Shorted the vxy pre-market, turned out to be a good move

06-25

No

Is Palantir Technologies Inc the Best AI Stock in the $4 Trillion "AI Race"?

05-14

What time are earnings out?

Alibaba Isn't Dead Money As Pessimism Peaks

Go to Tiger App to see more news

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It rose 1.9% on Monday. A gauge of Chinese shares listed in Hong Kong slipped 1.28%.</p><p style=\"text-align: start;\">Volatility has gripped the market in recent sessions as investors assess the sustainability of the stimulus-driven rally that began late last month. While the size of Beijing’s planned fiscal boost remains unclear, media outlet Caixin reported that China may raise 6 trillion yuan ($846 billion) from ultra-long special government bonds over three years as part of its efforts to boost the sputtering economy.</p><p>Following the central bank’s easing steps in late September, investors have been clamouring for the government to bolster fiscal spending. Officials promised new measures to support the property sector and hinted at greater government borrowing at a weekend briefing, without giving an amount.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e9ad6fa560ba4d5217bada462fe3247d\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p><p>A divide is growing among global investors as the rally shows signs of cooling. Morgan Stanley Wealth Management warned that investors should steer clear of soaring Chinese equities as the stimulus measures won’t be enough to repair the struggling economy. Wells Fargo Investment Institute is also skeptical that the rebound will last given the depressed sentiment surrounding China’s consumers.</p><p>UBS Group AG still sees value, saying heightened retail investor interest should give stocks further upward momentum.</p><p>The latest economic reports show stimulus is much in need. Export growth slowed more than expected in September, curbing a trade rebound that has been a bright spot for a weakening economy. Loan expansion also disappointed in a sign of still weak domestic demand.</p><p>“China’s signal on policy stimulus prompted us to go modestly overweight, especially given depressed valuations,” strategists at BlackRock Investment Institute including Wei Li wrote in a note. “Details have been scant, so we could change our view if future announcements disappoint.”</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>Chinese Stocks See Choppy Trade as Investors Debate Next Move</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese Stocks See Choppy Trade as Investors Debate Next Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-15 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-10-15/chinese-stocks-see-choppy-trade-as-investors-debate-next-move?srnd=phx-latest><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CSI 300 fluctuates after rising the most in a week on MondayTraders await clarity on size of China’s fiscal stimulusChinese stocks fluctuated in early trading Tuesday amid growing debate over how far ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-15/chinese-stocks-see-choppy-trade-as-investors-debate-next-move?srnd=phx-latest\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数","000001.SH":"上证指数"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-15/chinese-stocks-see-choppy-trade-as-investors-debate-next-move?srnd=phx-latest","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160299597","content_text":"CSI 300 fluctuates after rising the most in a week on MondayTraders await clarity on size of China’s fiscal stimulusChinese stocks fluctuated in early trading Tuesday amid growing debate over how far the rally can go.The CSI 300 Index was down 0.52% as of 11:30 a.m. local time, after falling as much as 1.4% earlier. It rose 1.9% on Monday. A gauge of Chinese shares listed in Hong Kong slipped 1.28%.Volatility has gripped the market in recent sessions as investors assess the sustainability of the stimulus-driven rally that began late last month. While the size of Beijing’s planned fiscal boost remains unclear, media outlet Caixin reported that China may raise 6 trillion yuan ($846 billion) from ultra-long special government bonds over three years as part of its efforts to boost the sputtering economy.Following the central bank’s easing steps in late September, investors have been clamouring for the government to bolster fiscal spending. Officials promised new measures to support the property sector and hinted at greater government borrowing at a weekend briefing, without giving an amount.A divide is growing among global investors as the rally shows signs of cooling. Morgan Stanley Wealth Management warned that investors should steer clear of soaring Chinese equities as the stimulus measures won’t be enough to repair the struggling economy. Wells Fargo Investment Institute is also skeptical that the rebound will last given the depressed sentiment surrounding China’s consumers.UBS Group AG still sees value, saying heightened retail investor interest should give stocks further upward momentum.The latest economic reports show stimulus is much in need. Export growth slowed more than expected in September, curbing a trade rebound that has been a bright spot for a weakening economy. Loan expansion also disappointed in a sign of still weak domestic demand.“China’s signal on policy stimulus prompted us to go modestly overweight, especially given depressed valuations,” strategists at BlackRock Investment Institute including Wei Li wrote in a note. “Details have been scant, so we could change our view if future announcements disappoint.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351232583774328,"gmtCreate":1726787720604,"gmtModify":1726787724432,"author":{"id":"3575776646349900","authorId":"3575776646349900","name":"Sr1000","avatar":"https://static.tigerbbs.com/4c4bf423c2a52f4200f70536ef7c5b55","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575776646349900","authorIdStr":"3575776646349900"},"themes":[],"htmlText":"This Could mean bad news for the market, could be reversal time","listText":"This Could mean bad news for the market, could be reversal time","text":"This Could mean bad news for the market, could be reversal time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351232583774328","repostId":"1150933415","repostType":2,"repost":{"id":"1150933415","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":1726787568,"share":"https://ttm.financial/m/news/1150933415?lang=&edition=fundamental","pubTime":"2024-09-20 07:12","market":"us","language":"en","title":"Post-Bell｜Dow, S&P 500 Hit Records While Tesla, Nvidia Lead Nasdaq to One of Best Days of 2024 After Fed Rate Cut","url":"https://stock-news.laohu8.com/highlight/detail?id=1150933415","media":"Tiger Newspress","summary":"The Federal Reserve’s big rate cut sparked a furious global rally in stocks as traders bid up technology shares and other risky assets in a bet that lower borrowing costs will help keep unemployment l","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f9493100af2464dd5887f55dc2aa7ca1\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>The Federal Reserve’s big rate cut sparked a furious global rally in stocks as traders bid up technology shares and other risky assets in a bet that lower borrowing costs will help keep unemployment low without reigniting inflation.</p><p style=\"text-align: start;\">The rally was a delayed yet emphatic response to the central bank’s decision Wednesday to cut interest rates by a half percentage point that pushed the S&amp;P 500 to its first record high since mid-July and the Dow to close above 42000 points for the first time. </p><p>Led by a 7.4% gain in shares of Tesla and a 4% jump in Nvidia, the Nasdaq rose 2.5% on Thursday, its fourth-sharpest rally of 2024. The biggest gain of the year for the tech-heavy index was a 3% increase on Feb. 22.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The S&amp;P 500 climbed 1.70% to end the session at 5,713.64 points, its highest close ever. The Nasdaq gained 2.51% to 18,013.98 points, while the Dow Jones Industrial Average rose 1.26% to 42,025.19 points.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6fc3f6155b7d2c88545d4a409cfbb929\" title=\"\" tg-width=\"946\" tg-height=\"150\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong>Tesla</strong> jumped 7.4%. Lower interest rates make cars, which tend to be bought with financing, more affordable, reducing pressure to cut prices and boosting demand.</p><p><strong>Nvidia</strong> rose 4%, <strong>Micron Technology</strong> was up 2.2%, <strong>Advanced Micro Devices</strong> rose 5.7%, and Broadcom gained 3.9% as chip makers jumped after the Fed slashed rates.</p><p>Shares of <strong>FedEx Corp</strong>. tumbled 11% after hours on Thursday after the package-delivery giant tempered its full fiscal-year outlook amid continued &#34;weaker-than-expected&#34; shipping demand.</p><p>Shares of <strong>Nike Inc.</strong> rallied 7% after hours on Thursday after the sneaker and athletic-wear maker said that company veteran Elliott Hill would replace John Donahoe as its chief executive next month - a change that follows a slump in the company&#39;s stock price and months of subdued demand for its products.</p><p><strong>Enphase Energy</strong> fell 2%, and First Solar fell 0.6% after the Fed cut interest rates, even though solar companies are seen as beneficiaries of lower borrowing costs. Demand for solar products took a hit amid an environment of higher rates.</p><p><strong>Mobileye Global</strong> rose 15% after Intel said it currently has no plans to sell a majority interest in the autonomous-driving company. Intel was up 1.8%.</p><p><strong>Progyny,</strong> which handles fertility-care-insurance coverage for employers, plunged 33% after the company said in a regulatory filing that it was notified by a “significant” client that the client will be terminating a services agreement, effective Jan. 1. The client accounted for about 670,000 members as of June 30, and made up 12% of Progyny’s revenue for the first six months of the year. Progyny continues to anticipate an increase in its overall member count in 2025.</p><p><strong>Darden Restaurants</strong>, the parent company of Olive Garden and LongHorn Steakhouse, rose 8.3% after backing guidance for fiscal 2025 adjusted profit of $9.40 to $9.60 a share even as fiscal first-quarter earnings were lower than expected. Darden also announced a delivery deal with Uber Technologies.</p><p><strong>DoorDash</strong> was up 3.6% to $137.29. Analysts at BTIG upgraded shares of the food-delivery company to Buy from Neutral with a price target of $155.</p><h2 id=\"id_3378142872\">Market News</h2><p><strong>Biden expects Fed to continue cutting interest rates</strong></p><p>U.S. President Joe Biden said on Thursday he expects the Federal Reserve to continue cutting interest rates and vowed that his administration would keep working to lower costs for Americans.</p><p>Biden used an Economic Club of Washington event with 500 guests to promote his administration&#39;s policies to bring down inflation after the COVID-19 pandemic and Russia&#39;s invasion of Ukraine, issues that have driven voters&#39; anxiety.</p><p><strong>Disney to Stop Using Slack Following Hack That Exposed Company Data</strong></p><p>Disney plans to transition away from its use of Slack as a companywide workplace collaboration system, a move that comes after a hacking entity stole and leaked online more than a terabyte of company data.</p><p>The company’s Chief Financial Officer Hugh Johnston announced the planned change in an internal memo this week, saying most of Disney’s businesses would stop using the service later this year. Many teams at the company had already started to transition to “streamlined enterprise-wide collaboration tools,” said the memo, which was reviewed by The Wall Street Journal.</p><p></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>Post-Bell｜Dow, S&P 500 Hit Records While Tesla, Nvidia Lead Nasdaq to One of Best Days of 2024 After Fed Rate Cut</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPost-Bell｜Dow, S&P 500 Hit Records While Tesla, Nvidia Lead Nasdaq to One of Best Days of 2024 After Fed Rate Cut\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\">2024-09-20 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f9493100af2464dd5887f55dc2aa7ca1\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>The Federal Reserve’s big rate cut sparked a furious global rally in stocks as traders bid up technology shares and other risky assets in a bet that lower borrowing costs will help keep unemployment low without reigniting inflation.</p><p style=\"text-align: start;\">The rally was a delayed yet emphatic response to the central bank’s decision Wednesday to cut interest rates by a half percentage point that pushed the S&amp;P 500 to its first record high since mid-July and the Dow to close above 42000 points for the first time. </p><p>Led by a 7.4% gain in shares of Tesla and a 4% jump in Nvidia, the Nasdaq rose 2.5% on Thursday, its fourth-sharpest rally of 2024. The biggest gain of the year for the tech-heavy index was a 3% increase on Feb. 22.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The S&amp;P 500 climbed 1.70% to end the session at 5,713.64 points, its highest close ever. The Nasdaq gained 2.51% to 18,013.98 points, while the Dow Jones Industrial Average rose 1.26% to 42,025.19 points.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6fc3f6155b7d2c88545d4a409cfbb929\" title=\"\" tg-width=\"946\" tg-height=\"150\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong>Tesla</strong> jumped 7.4%. Lower interest rates make cars, which tend to be bought with financing, more affordable, reducing pressure to cut prices and boosting demand.</p><p><strong>Nvidia</strong> rose 4%, <strong>Micron Technology</strong> was up 2.2%, <strong>Advanced Micro Devices</strong> rose 5.7%, and Broadcom gained 3.9% as chip makers jumped after the Fed slashed rates.</p><p>Shares of <strong>FedEx Corp</strong>. tumbled 11% after hours on Thursday after the package-delivery giant tempered its full fiscal-year outlook amid continued &#34;weaker-than-expected&#34; shipping demand.</p><p>Shares of <strong>Nike Inc.</strong> rallied 7% after hours on Thursday after the sneaker and athletic-wear maker said that company veteran Elliott Hill would replace John Donahoe as its chief executive next month - a change that follows a slump in the company&#39;s stock price and months of subdued demand for its products.</p><p><strong>Enphase Energy</strong> fell 2%, and First Solar fell 0.6% after the Fed cut interest rates, even though solar companies are seen as beneficiaries of lower borrowing costs. Demand for solar products took a hit amid an environment of higher rates.</p><p><strong>Mobileye Global</strong> rose 15% after Intel said it currently has no plans to sell a majority interest in the autonomous-driving company. Intel was up 1.8%.</p><p><strong>Progyny,</strong> which handles fertility-care-insurance coverage for employers, plunged 33% after the company said in a regulatory filing that it was notified by a “significant” client that the client will be terminating a services agreement, effective Jan. 1. The client accounted for about 670,000 members as of June 30, and made up 12% of Progyny’s revenue for the first six months of the year. Progyny continues to anticipate an increase in its overall member count in 2025.</p><p><strong>Darden Restaurants</strong>, the parent company of Olive Garden and LongHorn Steakhouse, rose 8.3% after backing guidance for fiscal 2025 adjusted profit of $9.40 to $9.60 a share even as fiscal first-quarter earnings were lower than expected. Darden also announced a delivery deal with Uber Technologies.</p><p><strong>DoorDash</strong> was up 3.6% to $137.29. Analysts at BTIG upgraded shares of the food-delivery company to Buy from Neutral with a price target of $155.</p><h2 id=\"id_3378142872\">Market News</h2><p><strong>Biden expects Fed to continue cutting interest rates</strong></p><p>U.S. President Joe Biden said on Thursday he expects the Federal Reserve to continue cutting interest rates and vowed that his administration would keep working to lower costs for Americans.</p><p>Biden used an Economic Club of Washington event with 500 guests to promote his administration&#39;s policies to bring down inflation after the COVID-19 pandemic and Russia&#39;s invasion of Ukraine, issues that have driven voters&#39; anxiety.</p><p><strong>Disney to Stop Using Slack Following Hack That Exposed Company Data</strong></p><p>Disney plans to transition away from its use of Slack as a companywide workplace collaboration system, a move that comes after a hacking entity stole and leaked online more than a terabyte of company data.</p><p>The company’s Chief Financial Officer Hugh Johnston announced the planned change in an internal memo this week, saying most of Disney’s businesses would stop using the service later this year. Many teams at the company had already started to transition to “streamlined enterprise-wide collaboration tools,” said the memo, which was reviewed by The Wall Street Journal.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150933415","content_text":"The Federal Reserve’s big rate cut sparked a furious global rally in stocks as traders bid up technology shares and other risky assets in a bet that lower borrowing costs will help keep unemployment low without reigniting inflation.The rally was a delayed yet emphatic response to the central bank’s decision Wednesday to cut interest rates by a half percentage point that pushed the S&P 500 to its first record high since mid-July and the Dow to close above 42000 points for the first time. Led by a 7.4% gain in shares of Tesla and a 4% jump in Nvidia, the Nasdaq rose 2.5% on Thursday, its fourth-sharpest rally of 2024. The biggest gain of the year for the tech-heavy index was a 3% increase on Feb. 22.Market SnapshotThe S&P 500 climbed 1.70% to end the session at 5,713.64 points, its highest close ever. The Nasdaq gained 2.51% to 18,013.98 points, while the Dow Jones Industrial Average rose 1.26% to 42,025.19 points.Market MoversTesla jumped 7.4%. Lower interest rates make cars, which tend to be bought with financing, more affordable, reducing pressure to cut prices and boosting demand.Nvidia rose 4%, Micron Technology was up 2.2%, Advanced Micro Devices rose 5.7%, and Broadcom gained 3.9% as chip makers jumped after the Fed slashed rates.Shares of FedEx Corp. tumbled 11% after hours on Thursday after the package-delivery giant tempered its full fiscal-year outlook amid continued \"weaker-than-expected\" shipping demand.Shares of Nike Inc. rallied 7% after hours on Thursday after the sneaker and athletic-wear maker said that company veteran Elliott Hill would replace John Donahoe as its chief executive next month - a change that follows a slump in the company's stock price and months of subdued demand for its products.Enphase Energy fell 2%, and First Solar fell 0.6% after the Fed cut interest rates, even though solar companies are seen as beneficiaries of lower borrowing costs. Demand for solar products took a hit amid an environment of higher rates.Mobileye Global rose 15% after Intel said it currently has no plans to sell a majority interest in the autonomous-driving company. Intel was up 1.8%.Progyny, which handles fertility-care-insurance coverage for employers, plunged 33% after the company said in a regulatory filing that it was notified by a “significant” client that the client will be terminating a services agreement, effective Jan. 1. The client accounted for about 670,000 members as of June 30, and made up 12% of Progyny’s revenue for the first six months of the year. Progyny continues to anticipate an increase in its overall member count in 2025.Darden Restaurants, the parent company of Olive Garden and LongHorn Steakhouse, rose 8.3% after backing guidance for fiscal 2025 adjusted profit of $9.40 to $9.60 a share even as fiscal first-quarter earnings were lower than expected. Darden also announced a delivery deal with Uber Technologies.DoorDash was up 3.6% to $137.29. Analysts at BTIG upgraded shares of the food-delivery company to Buy from Neutral with a price target of $155.Market NewsBiden expects Fed to continue cutting interest ratesU.S. President Joe Biden said on Thursday he expects the Federal Reserve to continue cutting interest rates and vowed that his administration would keep working to lower costs for Americans.Biden used an Economic Club of Washington event with 500 guests to promote his administration's policies to bring down inflation after the COVID-19 pandemic and Russia's invasion of Ukraine, issues that have driven voters' anxiety.Disney to Stop Using Slack Following Hack That Exposed Company DataDisney plans to transition away from its use of Slack as a companywide workplace collaboration system, a move that comes after a hacking entity stole and leaked online more than a terabyte of company data.The company’s Chief Financial Officer Hugh Johnston announced the planned change in an internal memo this week, saying most of Disney’s businesses would stop using the service later this year. Many teams at the company had already started to transition to “streamlined enterprise-wide collaboration tools,” said the memo, which was reviewed by The Wall Street Journal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342696103714920,"gmtCreate":1724672634095,"gmtModify":1724682657314,"author":{"id":"3575776646349900","authorId":"3575776646349900","name":"Sr1000","avatar":"https://static.tigerbbs.com/4c4bf423c2a52f4200f70536ef7c5b55","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575776646349900","authorIdStr":"3575776646349900"},"themes":[],"htmlText":"Didn't age well","listText":"Didn't age well","text":"Didn't age well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342696103714920","repostId":"1194806451","repostType":2,"repost":{"id":"1194806451","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":1724661610,"share":"https://ttm.financial/m/news/1194806451?lang=&edition=fundamental","pubTime":"2024-08-26 16:40","market":"us","language":"en","title":"PDD Holdings Stock Gains 1% Ahead of Quarterly Results","url":"https://stock-news.laohu8.com/highlight/detail?id=1194806451","media":"Tiger Newspress","summary":"Temu parent PDD Holdings will report its second quarter earnings early Monday. Analysts expect the China-founded e-commerce giant to continue a run of big earnings growth.PDD Holdings shares rose 1.1% in premarket trading.Analysts expect PDD's earnings per share to grow 95% in local currency to 20.43 yuan per share, according to FactSet. Sales are seen growing 92% to 100.2 billion yuan, or $14 billion.PDD has not disclosed sales figures for Temu. Analysts with Morgan Stanley forecast in July tha","content":"<html><head></head><body><p>Temu parent PDD Holdings will report its second quarter earnings early Monday. Analysts expect the China-founded e-commerce giant to continue a run of big earnings growth.</p><p>PDD Holdings shares rose 1.1% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b6f1fd1ac09cd283a6c2d7e701028e5\" tg-width=\"875\" tg-height=\"623\"/></p><p>Analysts expect PDD&#39;s earnings per share to grow 95% in local currency to 20.43 yuan per share, according to FactSet. Sales are seen growing 92% to 100.2 billion yuan, or $14 billion.</p><p>PDD has not disclosed sales figures for Temu. Analysts with Morgan Stanley forecast in July that Temu would reach $53 billion in global gross merchandise value, up from $19 billion in 2023.</p><p style=\"text-align: start;\">One number to watch is PDD&#39;s sales and marketing expenses. PDD spent billions last year on advertising to help power Temu&#39;s growth. Analysts are projecting that sales and marketing expenses for PDD grew 62.5% year-over-year to $3.9 billion in the second quarter. Spending on the category increased 44% to $3.2 billion in the first quarter.</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>PDD Holdings Stock Gains 1% Ahead of Quarterly Results</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\">\nPDD Holdings Stock Gains 1% Ahead of Quarterly Results\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\">2024-08-26 16:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Temu parent PDD Holdings will report its second quarter earnings early Monday. Analysts expect the China-founded e-commerce giant to continue a run of big earnings growth.</p><p>PDD Holdings shares rose 1.1% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b6f1fd1ac09cd283a6c2d7e701028e5\" tg-width=\"875\" tg-height=\"623\"/></p><p>Analysts expect PDD&#39;s earnings per share to grow 95% in local currency to 20.43 yuan per share, according to FactSet. Sales are seen growing 92% to 100.2 billion yuan, or $14 billion.</p><p>PDD has not disclosed sales figures for Temu. Analysts with Morgan Stanley forecast in July that Temu would reach $53 billion in global gross merchandise value, up from $19 billion in 2023.</p><p style=\"text-align: start;\">One number to watch is PDD&#39;s sales and marketing expenses. PDD spent billions last year on advertising to help power Temu&#39;s growth. Analysts are projecting that sales and marketing expenses for PDD grew 62.5% year-over-year to $3.9 billion in the second quarter. Spending on the category increased 44% to $3.2 billion in the first quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194806451","content_text":"Temu parent PDD Holdings will report its second quarter earnings early Monday. Analysts expect the China-founded e-commerce giant to continue a run of big earnings growth.PDD Holdings shares rose 1.1% in premarket trading.Analysts expect PDD's earnings per share to grow 95% in local currency to 20.43 yuan per share, according to FactSet. Sales are seen growing 92% to 100.2 billion yuan, or $14 billion.PDD has not disclosed sales figures for Temu. Analysts with Morgan Stanley forecast in July that Temu would reach $53 billion in global gross merchandise value, up from $19 billion in 2023.One number to watch is PDD's sales and marketing expenses. PDD spent billions last year on advertising to help power Temu's growth. Analysts are projecting that sales and marketing expenses for PDD grew 62.5% year-over-year to $3.9 billion in the second quarter. Spending on the category increased 44% to $3.2 billion in the first quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335240297799688,"gmtCreate":1722875731123,"gmtModify":1722875972975,"author":{"id":"3575776646349900","authorId":"3575776646349900","name":"Sr1000","avatar":"https://static.tigerbbs.com/4c4bf423c2a52f4200f70536ef7c5b55","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575776646349900","authorIdStr":"3575776646349900"},"themes":[],"htmlText":"Shorted the vxy pre-market, turned out to be a good move","listText":"Shorted the vxy pre-market, turned out to be a good move","text":"Shorted the vxy pre-market, turned out to be a good move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335240297799688","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320537499885704,"gmtCreate":1719289119189,"gmtModify":1719293167459,"author":{"id":"3575776646349900","authorId":"3575776646349900","name":"Sr1000","avatar":"https://static.tigerbbs.com/4c4bf423c2a52f4200f70536ef7c5b55","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575776646349900","authorIdStr":"3575776646349900"},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320537499885704","repostId":"2446009413","repostType":2,"repost":{"id":"2446009413","pubTimestamp":1719283673,"share":"https://ttm.financial/m/news/2446009413?lang=&edition=fundamental","pubTime":"2024-06-25 10:47","market":"us","language":"en","title":"Is Palantir Technologies Inc the Best AI Stock in the $4 Trillion \"AI Race\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=2446009413","media":"Insider Monkey","summary":"We recently published a list of the 12 Best AI Stocks Leading the ‘Big Tech Race’ to $4 Trillion According to a Famous Wall Street Analyst.Since Palantir Technologies Inc  ranks 12th on the list, it deserves a deeper look.In a separate investing event, Ives recently predicted that the AI-led bull run can last for another two to three years, saying in a year from now investors will be looking at $3 trillion to $4 trillion market caps for major tech companies.In his latest note Ives highlighted several stocks which he believes can benefit from the AI revolution. In this article we take a detailed look at these stocks and discuss their AI-related growth catalysts and see whether or not they are sound long-term investments. With each stock we have mentioned hedge fund sentiment. Why are we interested in the stocks that hedge funds pile into?","content":"<html><head></head><body><p>We recently published a list of the 12 Best AI Stocks Leading the ‘Big Tech Race’ to $4 Trillion According to a Famous Wall Street Analyst. Since Palantir Technologies Inc (NYSE:PLTR) ranks 12th on the list, it deserves a deeper look.</p><p>Wedbush Securities analyst Dan Ives has said in a fresh note that major tech giants are now running in a “race” to capture the $4 trillion AI market, calling GPUs the new “oil” or “gold” in the technology sector. Ives said that the AI “party” is just getting started and the clock is showing “9p.m. in a party going till 4 a.m. with the rest of the tech world now joining.” Ives thinks spending on GPUs and data centers is the “only game in town.” Ives thinks the “first wave” of AI benefited major technology giants leading the AI race, with the second, third and fourth “derivatives” beginning to show trickle-down effects on other companies.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1cefafb3ddcc71417f2a19c978ca29e9\" title=\"\" tg-width=\"380\" tg-height=\"289\"/></p><h3 id=\"id_4216091578\"><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc</a></h3><p><strong><em>Number of Hedge Fund Investors: 45</em></strong></p><p>Wedbush analyst Dan Ives said in a latest note that Palantir Technologies Inc is one of the stocks that can benefit from the “AI party” that is just getting started. Ives counted Palantir Technologies Inc among the stocks that will ride the AI wave thanks to their “massive installed bases” in both the enterprise and consumer spaces.</p><p>Last month, Wedbush’s Dan Ives said the latest selloff around Palantir Technologies Inc was a “golden” buying opportunity.  Ives has an Outperform rating and a $35 price target on Palantir Technologies Inc. Palantir Technologies Inc is trading at a high P/E multiple of 170, which has alarmed many. However, Palantir Technologies Inc bulls believe Palantir Technologies Inc’s consistent contract wins from the government and AI-related growth catalysts justify this multiple. Analysts are bullish on Palantir Technologies Inc’s AI platform (AIP), which helps companies and governments in decision making based on AI technologies. In the first quarter alone, Palantir Technologies Inc saw a 16% YoY increase in government contracts. US government revenue jumped 12% year over year.</p><p>Palantir Technologies Inc has increased its U.S. commercial sector growth outlook to 45% from an initial estimate of 40%. Palantir Technologies Inc (NYSE:PLTR) is expected to report sales growth of 20% next year according to Wall Street estimates. The stock is trading at 54X its 2025 EPS estimate of $0.39, which is justified based on the strong growth trajectory.</p><p>Carillon Scout Mid Cap Fund stated the following regarding <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> in its first quarter 2024 investor letter:</p><blockquote><p>“The top contributor to return for the quarter was Palantir Technologies Inc.. Sentiment improved on Palantir after it reported stronger than expected commercial customer revenue and free cash flow. U.S. commercial growth was especially encouraging, as U.S. commercial revenue was up by a large percentage year over year for the fourth quarter and U.S. commercial customer count grew nearly as much. We expect Palantir to become one of the premier artificial intelligence (AI) software providers, built on its Foundry and AIP platforms.”</p></blockquote><p>Overall, Palantir Technologies Inc ranks 12th on Insider Monkey’s list titled 12 Best AI Stocks Leading the ‘Big Tech Race’ to $4 Trillion According to a Famous Wall Street Analyst. While we acknowledge the potential of Palantir Technologies Inc (NYSE:PLTR), our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than Palantir Technologies Inc but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.</p></body></html>","source":"yahoofinance_sg","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 Palantir Technologies Inc the Best AI Stock in the $4 Trillion \"AI Race\"?</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 Palantir Technologies Inc the Best AI Stock in the $4 Trillion \"AI Race\"?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-25 10:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/palantir-technologies-inc-nyse-pltr-160147482.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently published a list of the 12 Best AI Stocks Leading the ‘Big Tech Race’ to $4 Trillion According to a Famous Wall Street Analyst. Since Palantir Technologies Inc (NYSE:PLTR) ranks 12th on ...</p>\n\n<a href=\"https://finance.yahoo.com/news/palantir-technologies-inc-nyse-pltr-160147482.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","LU1861558580.USD":"日兴方舟颠覆性创新基金B","PLTR":"Palantir Technologies Inc.","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4543":"AI","BK4547":"WSB热门概念","BK4097":"系统软件","BK4585":"ETF&股票定投概念","BK4588":"碎股"},"source_url":"https://finance.yahoo.com/news/palantir-technologies-inc-nyse-pltr-160147482.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446009413","content_text":"We recently published a list of the 12 Best AI Stocks Leading the ‘Big Tech Race’ to $4 Trillion According to a Famous Wall Street Analyst. Since Palantir Technologies Inc (NYSE:PLTR) ranks 12th on the list, it deserves a deeper look.Wedbush Securities analyst Dan Ives has said in a fresh note that major tech giants are now running in a “race” to capture the $4 trillion AI market, calling GPUs the new “oil” or “gold” in the technology sector. Ives said that the AI “party” is just getting started and the clock is showing “9p.m. in a party going till 4 a.m. with the rest of the tech world now joining.” Ives thinks spending on GPUs and data centers is the “only game in town.” Ives thinks the “first wave” of AI benefited major technology giants leading the AI race, with the second, third and fourth “derivatives” beginning to show trickle-down effects on other companies.Palantir Technologies IncNumber of Hedge Fund Investors: 45Wedbush analyst Dan Ives said in a latest note that Palantir Technologies Inc is one of the stocks that can benefit from the “AI party” that is just getting started. Ives counted Palantir Technologies Inc among the stocks that will ride the AI wave thanks to their “massive installed bases” in both the enterprise and consumer spaces.Last month, Wedbush’s Dan Ives said the latest selloff around Palantir Technologies Inc was a “golden” buying opportunity.  Ives has an Outperform rating and a $35 price target on Palantir Technologies Inc. Palantir Technologies Inc is trading at a high P/E multiple of 170, which has alarmed many. However, Palantir Technologies Inc bulls believe Palantir Technologies Inc’s consistent contract wins from the government and AI-related growth catalysts justify this multiple. Analysts are bullish on Palantir Technologies Inc’s AI platform (AIP), which helps companies and governments in decision making based on AI technologies. In the first quarter alone, Palantir Technologies Inc saw a 16% YoY increase in government contracts. US government revenue jumped 12% year over year.Palantir Technologies Inc has increased its U.S. commercial sector growth outlook to 45% from an initial estimate of 40%. Palantir Technologies Inc (NYSE:PLTR) is expected to report sales growth of 20% next year according to Wall Street estimates. The stock is trading at 54X its 2025 EPS estimate of $0.39, which is justified based on the strong growth trajectory.Carillon Scout Mid Cap Fund stated the following regarding Palantir Technologies Inc. in its first quarter 2024 investor letter:“The top contributor to return for the quarter was Palantir Technologies Inc.. Sentiment improved on Palantir after it reported stronger than expected commercial customer revenue and free cash flow. U.S. commercial growth was especially encouraging, as U.S. commercial revenue was up by a large percentage year over year for the fourth quarter and U.S. commercial customer count grew nearly as much. We expect Palantir to become one of the premier artificial intelligence (AI) software providers, built on its Foundry and AIP platforms.”Overall, Palantir Technologies Inc ranks 12th on Insider Monkey’s list titled 12 Best AI Stocks Leading the ‘Big Tech Race’ to $4 Trillion According to a Famous Wall Street Analyst. While we acknowledge the potential of Palantir Technologies Inc (NYSE:PLTR), our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than Palantir Technologies Inc but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":305616704786672,"gmtCreate":1715647952456,"gmtModify":1715650524086,"author":{"id":"3575776646349900","authorId":"3575776646349900","name":"Sr1000","avatar":"https://static.tigerbbs.com/4c4bf423c2a52f4200f70536ef7c5b55","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575776646349900","authorIdStr":"3575776646349900"},"themes":[],"htmlText":"What time are earnings out?","listText":"What time are earnings out?","text":"What time are earnings out?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/305616704786672","repostId":"2435378313","repostType":2,"repost":{"id":"2435378313","pubTimestamp":1715644556,"share":"https://ttm.financial/m/news/2435378313?lang=&edition=fundamental","pubTime":"2024-05-14 07:55","market":"nz","language":"en","title":"Alibaba Isn't Dead Money As Pessimism Peaks","url":"https://stock-news.laohu8.com/highlight/detail?id=2435378313","media":"seekingalpha","summary":"Alibaba's upcoming earnings release on May 14 will be closely watched.Alibaba stock has outperformed the S&P 500 recently, suggesting BABA's pessimism has likely peaked.Alibaba's decision to reverse some restructuring plans is wise amid relatively weak valuations.I provide vital insights into the critical levels of BABA stock that investors should pay close attention to.With BABA rallying into its upcoming earnings release, all eyes will be on management to deliver.   Robert Way Guess What?","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba&#39;s upcoming earnings release on May 14 will be closely watched.</p></li><li><p>Alibaba stock has outperformed the S&amp;P 500 recently, suggesting BABA&#39;s pessimism has likely peaked.</p></li><li><p>Alibaba&#39;s decision to reverse some restructuring plans is wise amid relatively weak valuations.</p></li><li><p>I provide vital insights into the critical levels of BABA stock that investors should pay close attention to.</p></li><li><p>With BABA rallying into its upcoming earnings release, all eyes will be on management to deliver.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4f805543ab3786cb8cb1d7d9034e0368\" tg-width=\"750\" tg-height=\"500\"/></p><h2 id=\"id_2369272210\">Guess What? Alibaba Stock Outperformed Recently</h2><p>Alibaba Group Holding Limited (NYSE:BABA) investors are waiting for its upcoming earnings release with bated breath. As a reminder, Alibaba&#39;s fourth fiscal-quarter earnings release is expected to be delivered on May 14. BABA stock has surged well above its January and April 2024 lows as renewed buying vigor returned to Chinese equities recently. Further buying momentum from institutional investors could drive BABA and its leading peers higher, as bullish investor positioning remains relatively light. Coupled with BABA stock&#39;s reasonable valuation and its fundamentally strong business model, it could attract value and momentum investors to add more exposure.</p><p>I provided a bullish BABA update in my previous article in early March 2024. BABA has significantly outperformed the S&amp;P 500 (SPX) (SPY) since then. As a result, it underscored the strength of BABA&#39;s consolidation thesis above its $65 support level. Consequently, BABA demonstrated its ability to clear that level decisively and staged a pivotal higher-low price structure relative to BABA&#39;s October 2022 lows ($55 level). Therefore, I assessed it augurs well for my thesis that the worst is likely over for Alibaba investors.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69d4fb9e02e85f497fcc7f4e26984008\" tg-width=\"640\" tg-height=\"223\"/></p><p>BABA earnings estimates revisions (Seeking Alpha)</p><p></p><p>Notwithstanding my optimism, I can also understand why some investors choose to hold on to their bearish thesis on BABA stock. BABA&#39;s fall from grace from its 2021 highs is justified, as Alibaba was hobbled by a stringent regulatory crackdown and structural weakness in its competitive moat.</p><p>As seen above, Wall Street estimates on Alibaba&#39;s earnings have been revised downwards markedly over the past four years, as Alibaba&#39;s secular growth thesis disintegrated spectacularly. Despite that, the downward revisions have also normalized recently, suggesting the worst in Alibaba&#39;s earnings impact could be over. Consequently, I assessed BABA stock&#39;s recent buying fervor coinciding with improved optimism in China, as the market assessed potentially less onerous structural headwinds from here.</p><p>Accordingly, the Chinese government seems ready to untether many of the structural impediments in China&#39;s real estate market. Observant investors are likely aware of the significant impact on China&#39;s consumer spending over the past few years. Consequently, Alibaba also suffered as the growth in its active consumer base neared maturity. Furthermore, Pinduoduo&#39;s (PDD) rapid share gains materialized as PDD scaled toward profitability. While Alibaba controls 40% of China&#39;s e-commerce market share, the damage has been inflicted, reflected in its earnings growth momentum.</p><h2 id=\"id_832163960\">Alibaba Is Investing To Regain Growth Momentum</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/315032232c4ba5b57deff341da74ccc8\" tg-width=\"640\" tg-height=\"384\"/></p><p>Alibaba earnings growth estimates (TIKR)</p><p></p><p>As a result, Alibaba&#39;s solid pre-COVID double-digit earnings growth cadence suffered immensely. Alibaba is expected to deliver a continued recovery at its upcoming FQ4 release with a 12% growth in adjusted EPS. However, Wall Street is likely concerned about the increased investments made to bolster Alibaba&#39;s competitive advantages in Cloud and e-commerce. Alibaba has bolstered its live-stream commerce capabilities to compete more effectively in a segment dominated by ByteDance (BDNCE). However, Alibaba&#39;s previous dominance in China&#39;s search-based e-commerce also faces more intense competition from PDD and ByteDance. As a result, I assessed that increased uncertainties over Alibaba&#39;s ability to regenerate more predictable earnings growth could hinder a more robust valuation re-rating as the market awaits further clarity from Alibaba management.</p><p>Notwithstanding the heightened competition in China&#39;s core commerce business, international opportunities remain attractive. DBS Research expects Alibaba&#39;s international commerce business to deliver 40% YoY growth for FQ4, underscoring its solid growth momentum. However, I don&#39;t expect it to feature prominently in generating sustainable earnings growth for Alibaba in the near term. As a result, investors should anticipate negative EBITDA margins in the segment as Alibaba intensifies its investments to reignite investor confidence.</p><p>While Alibaba co-founder Jack Ma&#39;s optimism is welcome, Alibaba needs to win back the market&#39;s confidence in its ability to compete more effectively against its rivals. Alibaba&#39;s increased focus on Taobao is expected to lower its monetization ability, affecting its profitability accretion. Therefore, I assessed Alibaba&#39;s need to grow its overseas business sustainably to lift investor confidence in its earnings growth prospects. However, with the business still expected to be in investment mode, investors must remain patient for its recovery thesis to play out.</p><p>Management&#39;s decision to reverse its decision to spin off its cloud business and shelve Alibaba&#39;s Cainiao IPO is astute. With Chinese equities still in undervalued territory, Alibaba investors should remain patient for valuations to potentially improve further. Alibaba also repurchased more shares from its upgraded authorization, scooping up its undervalued shares to drive shareholder value. Moreover, Alibaba&#39;s dividend payout ratio of less than 12% for FY2024 suggests management has substantial flexibility to increase its payout. Underpinned by Alibaba&#39;s robust balance sheet and significant free cash flow margins (estimated FY25 FCF margin of 17%), BABA can afford to wait for more constructive opportunities in the future to consider unlocking value from these businesses if appropriate. Therefore, even though Alibaba&#39;s restructuring plans have changed markedly, investors have not been unduly worried.</p><h2 id=\"id_1649269181\">Is BABA Stock A Buy, Sell, Or Hold?</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/42a3e505bb0d8d77cbeeeb96a3fdfdcc\" tg-width=\"640\" tg-height=\"394\"/></p><p>BABA price chart (weekly, medium-term, adjusted for dividends) (TradingView)</p><p></p><p>As seen above, BABA has surged well above its April lows ($65 level). I assessed that BABA buyers need to regain control of the $75 level decisively to attract momentum investors to return more decisively.</p><p>To be clear, BABA is still in a downtrend bias, behooving caution. As a result, investors should monitor whether BABA can consolidate above the $75 zone over the next four to six weeks after it reports its FQ4 earnings.</p><p>BABA&#39;s forward adjusted PEG ratio of 0.77 is more than 50% below its sector median. Therefore, the implied undervaluation for a fundamentally strong stock seems somewhat unreasonable, likely attributed to highly pessimistic sentiments linked to China&#39;s unpredictable geopolitical uncertainties.</p><p>Despite that, investors mustn&#39;t ignore these headwinds, as they could materially affect investor confidence in returning to industry leaders like Alibaba. Notwithstanding my caution, I assessed that the worst in BABA&#39;s decline is likely behind us. As a result, BABA could be set up for a further rally toward the $100 zone if Alibaba management delivers a better-than-anticipated outlook at its upcoming earnings release.</p><p>With that in mind, I assessed that maintaining a Strong Buy rating is appropriate as we move past BABA&#39;s worst battering since it topped out in late 2020. Long-term investors should consider buying more aggressively at subsequent pullbacks.</p><p><em>Rating: Maintain Strong Buy.</em></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>Alibaba Isn't Dead Money As Pessimism Peaks</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\">\nAlibaba Isn't Dead Money As Pessimism Peaks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-14 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4692660-alibaba-isnt-dead-money-as-pessimism-peaks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba's upcoming earnings release on May 14 will be closely watched.Alibaba stock has outperformed the S&P 500 recently, suggesting BABA's pessimism has likely peaked.Alibaba's decision to reverse ...</p>\n\n<a href=\"https://seekingalpha.com/article/4692660-alibaba-isnt-dead-money-as-pessimism-peaks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0048597586.USD":"富达亚洲焦点A","LU0348783233.USD":"安联东方收入型 CI A Dis美元","BK1610":"ETF&股票定投概念","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","BK1586":"云计算","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4550":"红杉资本持仓","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0594300419.USD":"富达中国消费基金A","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0823426480.USD":"法巴中国股票经典Dis","LU0173614495.USD":"富达中国焦点A","BK1608":"元宇宙概念","LU0359201612.USD":"贝莱德中国基金A2","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK4585":"ETF&股票定投概念","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","BK4587":"ChatGPT概念","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","BK4559":"巴菲特持仓","BK1249":"综合零售","BK4579":"人工智能","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A"},"source_url":"https://seekingalpha.com/article/4692660-alibaba-isnt-dead-money-as-pessimism-peaks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2435378313","content_text":"Alibaba's upcoming earnings release on May 14 will be closely watched.Alibaba stock has outperformed the S&P 500 recently, suggesting BABA's pessimism has likely peaked.Alibaba's decision to reverse some restructuring plans is wise amid relatively weak valuations.I provide vital insights into the critical levels of BABA stock that investors should pay close attention to.With BABA rallying into its upcoming earnings release, all eyes will be on management to deliver.Guess What? Alibaba Stock Outperformed RecentlyAlibaba Group Holding Limited (NYSE:BABA) investors are waiting for its upcoming earnings release with bated breath. As a reminder, Alibaba's fourth fiscal-quarter earnings release is expected to be delivered on May 14. BABA stock has surged well above its January and April 2024 lows as renewed buying vigor returned to Chinese equities recently. Further buying momentum from institutional investors could drive BABA and its leading peers higher, as bullish investor positioning remains relatively light. Coupled with BABA stock's reasonable valuation and its fundamentally strong business model, it could attract value and momentum investors to add more exposure.I provided a bullish BABA update in my previous article in early March 2024. BABA has significantly outperformed the S&P 500 (SPX) (SPY) since then. As a result, it underscored the strength of BABA's consolidation thesis above its $65 support level. Consequently, BABA demonstrated its ability to clear that level decisively and staged a pivotal higher-low price structure relative to BABA's October 2022 lows ($55 level). Therefore, I assessed it augurs well for my thesis that the worst is likely over for Alibaba investors.BABA earnings estimates revisions (Seeking Alpha)Notwithstanding my optimism, I can also understand why some investors choose to hold on to their bearish thesis on BABA stock. BABA's fall from grace from its 2021 highs is justified, as Alibaba was hobbled by a stringent regulatory crackdown and structural weakness in its competitive moat.As seen above, Wall Street estimates on Alibaba's earnings have been revised downwards markedly over the past four years, as Alibaba's secular growth thesis disintegrated spectacularly. Despite that, the downward revisions have also normalized recently, suggesting the worst in Alibaba's earnings impact could be over. Consequently, I assessed BABA stock's recent buying fervor coinciding with improved optimism in China, as the market assessed potentially less onerous structural headwinds from here.Accordingly, the Chinese government seems ready to untether many of the structural impediments in China's real estate market. Observant investors are likely aware of the significant impact on China's consumer spending over the past few years. Consequently, Alibaba also suffered as the growth in its active consumer base neared maturity. Furthermore, Pinduoduo's (PDD) rapid share gains materialized as PDD scaled toward profitability. While Alibaba controls 40% of China's e-commerce market share, the damage has been inflicted, reflected in its earnings growth momentum.Alibaba Is Investing To Regain Growth MomentumAlibaba earnings growth estimates (TIKR)As a result, Alibaba's solid pre-COVID double-digit earnings growth cadence suffered immensely. Alibaba is expected to deliver a continued recovery at its upcoming FQ4 release with a 12% growth in adjusted EPS. However, Wall Street is likely concerned about the increased investments made to bolster Alibaba's competitive advantages in Cloud and e-commerce. Alibaba has bolstered its live-stream commerce capabilities to compete more effectively in a segment dominated by ByteDance (BDNCE). However, Alibaba's previous dominance in China's search-based e-commerce also faces more intense competition from PDD and ByteDance. As a result, I assessed that increased uncertainties over Alibaba's ability to regenerate more predictable earnings growth could hinder a more robust valuation re-rating as the market awaits further clarity from Alibaba management.Notwithstanding the heightened competition in China's core commerce business, international opportunities remain attractive. DBS Research expects Alibaba's international commerce business to deliver 40% YoY growth for FQ4, underscoring its solid growth momentum. However, I don't expect it to feature prominently in generating sustainable earnings growth for Alibaba in the near term. As a result, investors should anticipate negative EBITDA margins in the segment as Alibaba intensifies its investments to reignite investor confidence.While Alibaba co-founder Jack Ma's optimism is welcome, Alibaba needs to win back the market's confidence in its ability to compete more effectively against its rivals. Alibaba's increased focus on Taobao is expected to lower its monetization ability, affecting its profitability accretion. Therefore, I assessed Alibaba's need to grow its overseas business sustainably to lift investor confidence in its earnings growth prospects. However, with the business still expected to be in investment mode, investors must remain patient for its recovery thesis to play out.Management's decision to reverse its decision to spin off its cloud business and shelve Alibaba's Cainiao IPO is astute. With Chinese equities still in undervalued territory, Alibaba investors should remain patient for valuations to potentially improve further. Alibaba also repurchased more shares from its upgraded authorization, scooping up its undervalued shares to drive shareholder value. Moreover, Alibaba's dividend payout ratio of less than 12% for FY2024 suggests management has substantial flexibility to increase its payout. Underpinned by Alibaba's robust balance sheet and significant free cash flow margins (estimated FY25 FCF margin of 17%), BABA can afford to wait for more constructive opportunities in the future to consider unlocking value from these businesses if appropriate. Therefore, even though Alibaba's restructuring plans have changed markedly, investors have not been unduly worried.Is BABA Stock A Buy, Sell, Or Hold?BABA price chart (weekly, medium-term, adjusted for dividends) (TradingView)As seen above, BABA has surged well above its April lows ($65 level). I assessed that BABA buyers need to regain control of the $75 level decisively to attract momentum investors to return more decisively.To be clear, BABA is still in a downtrend bias, behooving caution. As a result, investors should monitor whether BABA can consolidate above the $75 zone over the next four to six weeks after it reports its FQ4 earnings.BABA's forward adjusted PEG ratio of 0.77 is more than 50% below its sector median. Therefore, the implied undervaluation for a fundamentally strong stock seems somewhat unreasonable, likely attributed to highly pessimistic sentiments linked to China's unpredictable geopolitical uncertainties.Despite that, investors mustn't ignore these headwinds, as they could materially affect investor confidence in returning to industry leaders like Alibaba. Notwithstanding my caution, I assessed that the worst in BABA's decline is likely behind us. As a result, BABA could be set up for a further rally toward the $100 zone if Alibaba management delivers a better-than-anticipated outlook at its upcoming earnings release.With that in mind, I assessed that maintaining a Strong Buy rating is appropriate as we move past BABA's worst battering since it topped out in late 2020. Long-term investors should consider buying more aggressively at subsequent pullbacks.Rating: Maintain Strong Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":335240297799688,"gmtCreate":1722875731123,"gmtModify":1722875972975,"author":{"id":"3575776646349900","authorId":"3575776646349900","name":"Sr1000","avatar":"https://static.tigerbbs.com/4c4bf423c2a52f4200f70536ef7c5b55","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575776646349900","authorIdStr":"3575776646349900"},"themes":[],"htmlText":"Shorted the vxy pre-market, turned out to be a good move","listText":"Shorted the vxy pre-market, turned out to be a good move","text":"Shorted the vxy pre-market, turned out to be a good move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335240297799688","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320537499885704,"gmtCreate":1719289119189,"gmtModify":1719293167459,"author":{"id":"3575776646349900","authorId":"3575776646349900","name":"Sr1000","avatar":"https://static.tigerbbs.com/4c4bf423c2a52f4200f70536ef7c5b55","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575776646349900","authorIdStr":"3575776646349900"},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320537499885704","repostId":"2446009413","repostType":2,"repost":{"id":"2446009413","pubTimestamp":1719283673,"share":"https://ttm.financial/m/news/2446009413?lang=&edition=fundamental","pubTime":"2024-06-25 10:47","market":"us","language":"en","title":"Is Palantir Technologies Inc the Best AI Stock in the $4 Trillion \"AI Race\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=2446009413","media":"Insider Monkey","summary":"We recently published a list of the 12 Best AI Stocks Leading the ‘Big Tech Race’ to $4 Trillion According to a Famous Wall Street Analyst.Since Palantir Technologies Inc  ranks 12th on the list, it deserves a deeper look.In a separate investing event, Ives recently predicted that the AI-led bull run can last for another two to three years, saying in a year from now investors will be looking at $3 trillion to $4 trillion market caps for major tech companies.In his latest note Ives highlighted several stocks which he believes can benefit from the AI revolution. In this article we take a detailed look at these stocks and discuss their AI-related growth catalysts and see whether or not they are sound long-term investments. With each stock we have mentioned hedge fund sentiment. Why are we interested in the stocks that hedge funds pile into?","content":"<html><head></head><body><p>We recently published a list of the 12 Best AI Stocks Leading the ‘Big Tech Race’ to $4 Trillion According to a Famous Wall Street Analyst. Since Palantir Technologies Inc (NYSE:PLTR) ranks 12th on the list, it deserves a deeper look.</p><p>Wedbush Securities analyst Dan Ives has said in a fresh note that major tech giants are now running in a “race” to capture the $4 trillion AI market, calling GPUs the new “oil” or “gold” in the technology sector. Ives said that the AI “party” is just getting started and the clock is showing “9p.m. in a party going till 4 a.m. with the rest of the tech world now joining.” Ives thinks spending on GPUs and data centers is the “only game in town.” Ives thinks the “first wave” of AI benefited major technology giants leading the AI race, with the second, third and fourth “derivatives” beginning to show trickle-down effects on other companies.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1cefafb3ddcc71417f2a19c978ca29e9\" title=\"\" tg-width=\"380\" tg-height=\"289\"/></p><h3 id=\"id_4216091578\"><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc</a></h3><p><strong><em>Number of Hedge Fund Investors: 45</em></strong></p><p>Wedbush analyst Dan Ives said in a latest note that Palantir Technologies Inc is one of the stocks that can benefit from the “AI party” that is just getting started. Ives counted Palantir Technologies Inc among the stocks that will ride the AI wave thanks to their “massive installed bases” in both the enterprise and consumer spaces.</p><p>Last month, Wedbush’s Dan Ives said the latest selloff around Palantir Technologies Inc was a “golden” buying opportunity.  Ives has an Outperform rating and a $35 price target on Palantir Technologies Inc. Palantir Technologies Inc is trading at a high P/E multiple of 170, which has alarmed many. However, Palantir Technologies Inc bulls believe Palantir Technologies Inc’s consistent contract wins from the government and AI-related growth catalysts justify this multiple. Analysts are bullish on Palantir Technologies Inc’s AI platform (AIP), which helps companies and governments in decision making based on AI technologies. In the first quarter alone, Palantir Technologies Inc saw a 16% YoY increase in government contracts. US government revenue jumped 12% year over year.</p><p>Palantir Technologies Inc has increased its U.S. commercial sector growth outlook to 45% from an initial estimate of 40%. Palantir Technologies Inc (NYSE:PLTR) is expected to report sales growth of 20% next year according to Wall Street estimates. The stock is trading at 54X its 2025 EPS estimate of $0.39, which is justified based on the strong growth trajectory.</p><p>Carillon Scout Mid Cap Fund stated the following regarding <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> in its first quarter 2024 investor letter:</p><blockquote><p>“The top contributor to return for the quarter was Palantir Technologies Inc.. Sentiment improved on Palantir after it reported stronger than expected commercial customer revenue and free cash flow. U.S. commercial growth was especially encouraging, as U.S. commercial revenue was up by a large percentage year over year for the fourth quarter and U.S. commercial customer count grew nearly as much. We expect Palantir to become one of the premier artificial intelligence (AI) software providers, built on its Foundry and AIP platforms.”</p></blockquote><p>Overall, Palantir Technologies Inc ranks 12th on Insider Monkey’s list titled 12 Best AI Stocks Leading the ‘Big Tech Race’ to $4 Trillion According to a Famous Wall Street Analyst. While we acknowledge the potential of Palantir Technologies Inc (NYSE:PLTR), our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than Palantir Technologies Inc but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.</p></body></html>","source":"yahoofinance_sg","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 Palantir Technologies Inc the Best AI Stock in the $4 Trillion \"AI Race\"?</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 Palantir Technologies Inc the Best AI Stock in the $4 Trillion \"AI Race\"?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-25 10:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/palantir-technologies-inc-nyse-pltr-160147482.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently published a list of the 12 Best AI Stocks Leading the ‘Big Tech Race’ to $4 Trillion According to a Famous Wall Street Analyst. Since Palantir Technologies Inc (NYSE:PLTR) ranks 12th on ...</p>\n\n<a href=\"https://finance.yahoo.com/news/palantir-technologies-inc-nyse-pltr-160147482.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","LU1861558580.USD":"日兴方舟颠覆性创新基金B","PLTR":"Palantir Technologies Inc.","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4543":"AI","BK4547":"WSB热门概念","BK4097":"系统软件","BK4585":"ETF&股票定投概念","BK4588":"碎股"},"source_url":"https://finance.yahoo.com/news/palantir-technologies-inc-nyse-pltr-160147482.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446009413","content_text":"We recently published a list of the 12 Best AI Stocks Leading the ‘Big Tech Race’ to $4 Trillion According to a Famous Wall Street Analyst. Since Palantir Technologies Inc (NYSE:PLTR) ranks 12th on the list, it deserves a deeper look.Wedbush Securities analyst Dan Ives has said in a fresh note that major tech giants are now running in a “race” to capture the $4 trillion AI market, calling GPUs the new “oil” or “gold” in the technology sector. Ives said that the AI “party” is just getting started and the clock is showing “9p.m. in a party going till 4 a.m. with the rest of the tech world now joining.” Ives thinks spending on GPUs and data centers is the “only game in town.” Ives thinks the “first wave” of AI benefited major technology giants leading the AI race, with the second, third and fourth “derivatives” beginning to show trickle-down effects on other companies.Palantir Technologies IncNumber of Hedge Fund Investors: 45Wedbush analyst Dan Ives said in a latest note that Palantir Technologies Inc is one of the stocks that can benefit from the “AI party” that is just getting started. Ives counted Palantir Technologies Inc among the stocks that will ride the AI wave thanks to their “massive installed bases” in both the enterprise and consumer spaces.Last month, Wedbush’s Dan Ives said the latest selloff around Palantir Technologies Inc was a “golden” buying opportunity.  Ives has an Outperform rating and a $35 price target on Palantir Technologies Inc. Palantir Technologies Inc is trading at a high P/E multiple of 170, which has alarmed many. However, Palantir Technologies Inc bulls believe Palantir Technologies Inc’s consistent contract wins from the government and AI-related growth catalysts justify this multiple. Analysts are bullish on Palantir Technologies Inc’s AI platform (AIP), which helps companies and governments in decision making based on AI technologies. In the first quarter alone, Palantir Technologies Inc saw a 16% YoY increase in government contracts. US government revenue jumped 12% year over year.Palantir Technologies Inc has increased its U.S. commercial sector growth outlook to 45% from an initial estimate of 40%. Palantir Technologies Inc (NYSE:PLTR) is expected to report sales growth of 20% next year according to Wall Street estimates. The stock is trading at 54X its 2025 EPS estimate of $0.39, which is justified based on the strong growth trajectory.Carillon Scout Mid Cap Fund stated the following regarding Palantir Technologies Inc. in its first quarter 2024 investor letter:“The top contributor to return for the quarter was Palantir Technologies Inc.. Sentiment improved on Palantir after it reported stronger than expected commercial customer revenue and free cash flow. U.S. commercial growth was especially encouraging, as U.S. commercial revenue was up by a large percentage year over year for the fourth quarter and U.S. commercial customer count grew nearly as much. We expect Palantir to become one of the premier artificial intelligence (AI) software providers, built on its Foundry and AIP platforms.”Overall, Palantir Technologies Inc ranks 12th on Insider Monkey’s list titled 12 Best AI Stocks Leading the ‘Big Tech Race’ to $4 Trillion According to a Famous Wall Street Analyst. While we acknowledge the potential of Palantir Technologies Inc (NYSE:PLTR), our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than Palantir Technologies Inc but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351232583774328,"gmtCreate":1726787720604,"gmtModify":1726787724432,"author":{"id":"3575776646349900","authorId":"3575776646349900","name":"Sr1000","avatar":"https://static.tigerbbs.com/4c4bf423c2a52f4200f70536ef7c5b55","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575776646349900","authorIdStr":"3575776646349900"},"themes":[],"htmlText":"This Could mean bad news for the market, could be reversal time","listText":"This Could mean bad news for the market, could be reversal time","text":"This Could mean bad news for the market, could be reversal time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351232583774328","repostId":"1150933415","repostType":2,"repost":{"id":"1150933415","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":1726787568,"share":"https://ttm.financial/m/news/1150933415?lang=&edition=fundamental","pubTime":"2024-09-20 07:12","market":"us","language":"en","title":"Post-Bell｜Dow, S&P 500 Hit Records While Tesla, Nvidia Lead Nasdaq to One of Best Days of 2024 After Fed Rate Cut","url":"https://stock-news.laohu8.com/highlight/detail?id=1150933415","media":"Tiger Newspress","summary":"The Federal Reserve’s big rate cut sparked a furious global rally in stocks as traders bid up technology shares and other risky assets in a bet that lower borrowing costs will help keep unemployment l","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f9493100af2464dd5887f55dc2aa7ca1\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>The Federal Reserve’s big rate cut sparked a furious global rally in stocks as traders bid up technology shares and other risky assets in a bet that lower borrowing costs will help keep unemployment low without reigniting inflation.</p><p style=\"text-align: start;\">The rally was a delayed yet emphatic response to the central bank’s decision Wednesday to cut interest rates by a half percentage point that pushed the S&amp;P 500 to its first record high since mid-July and the Dow to close above 42000 points for the first time. </p><p>Led by a 7.4% gain in shares of Tesla and a 4% jump in Nvidia, the Nasdaq rose 2.5% on Thursday, its fourth-sharpest rally of 2024. The biggest gain of the year for the tech-heavy index was a 3% increase on Feb. 22.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The S&amp;P 500 climbed 1.70% to end the session at 5,713.64 points, its highest close ever. The Nasdaq gained 2.51% to 18,013.98 points, while the Dow Jones Industrial Average rose 1.26% to 42,025.19 points.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6fc3f6155b7d2c88545d4a409cfbb929\" title=\"\" tg-width=\"946\" tg-height=\"150\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong>Tesla</strong> jumped 7.4%. Lower interest rates make cars, which tend to be bought with financing, more affordable, reducing pressure to cut prices and boosting demand.</p><p><strong>Nvidia</strong> rose 4%, <strong>Micron Technology</strong> was up 2.2%, <strong>Advanced Micro Devices</strong> rose 5.7%, and Broadcom gained 3.9% as chip makers jumped after the Fed slashed rates.</p><p>Shares of <strong>FedEx Corp</strong>. tumbled 11% after hours on Thursday after the package-delivery giant tempered its full fiscal-year outlook amid continued &#34;weaker-than-expected&#34; shipping demand.</p><p>Shares of <strong>Nike Inc.</strong> rallied 7% after hours on Thursday after the sneaker and athletic-wear maker said that company veteran Elliott Hill would replace John Donahoe as its chief executive next month - a change that follows a slump in the company&#39;s stock price and months of subdued demand for its products.</p><p><strong>Enphase Energy</strong> fell 2%, and First Solar fell 0.6% after the Fed cut interest rates, even though solar companies are seen as beneficiaries of lower borrowing costs. Demand for solar products took a hit amid an environment of higher rates.</p><p><strong>Mobileye Global</strong> rose 15% after Intel said it currently has no plans to sell a majority interest in the autonomous-driving company. Intel was up 1.8%.</p><p><strong>Progyny,</strong> which handles fertility-care-insurance coverage for employers, plunged 33% after the company said in a regulatory filing that it was notified by a “significant” client that the client will be terminating a services agreement, effective Jan. 1. The client accounted for about 670,000 members as of June 30, and made up 12% of Progyny’s revenue for the first six months of the year. Progyny continues to anticipate an increase in its overall member count in 2025.</p><p><strong>Darden Restaurants</strong>, the parent company of Olive Garden and LongHorn Steakhouse, rose 8.3% after backing guidance for fiscal 2025 adjusted profit of $9.40 to $9.60 a share even as fiscal first-quarter earnings were lower than expected. Darden also announced a delivery deal with Uber Technologies.</p><p><strong>DoorDash</strong> was up 3.6% to $137.29. Analysts at BTIG upgraded shares of the food-delivery company to Buy from Neutral with a price target of $155.</p><h2 id=\"id_3378142872\">Market News</h2><p><strong>Biden expects Fed to continue cutting interest rates</strong></p><p>U.S. President Joe Biden said on Thursday he expects the Federal Reserve to continue cutting interest rates and vowed that his administration would keep working to lower costs for Americans.</p><p>Biden used an Economic Club of Washington event with 500 guests to promote his administration&#39;s policies to bring down inflation after the COVID-19 pandemic and Russia&#39;s invasion of Ukraine, issues that have driven voters&#39; anxiety.</p><p><strong>Disney to Stop Using Slack Following Hack That Exposed Company Data</strong></p><p>Disney plans to transition away from its use of Slack as a companywide workplace collaboration system, a move that comes after a hacking entity stole and leaked online more than a terabyte of company data.</p><p>The company’s Chief Financial Officer Hugh Johnston announced the planned change in an internal memo this week, saying most of Disney’s businesses would stop using the service later this year. Many teams at the company had already started to transition to “streamlined enterprise-wide collaboration tools,” said the memo, which was reviewed by The Wall Street Journal.</p><p></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>Post-Bell｜Dow, S&P 500 Hit Records While Tesla, Nvidia Lead Nasdaq to One of Best Days of 2024 After Fed Rate Cut</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPost-Bell｜Dow, S&P 500 Hit Records While Tesla, Nvidia Lead Nasdaq to One of Best Days of 2024 After Fed Rate Cut\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\">2024-09-20 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f9493100af2464dd5887f55dc2aa7ca1\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>The Federal Reserve’s big rate cut sparked a furious global rally in stocks as traders bid up technology shares and other risky assets in a bet that lower borrowing costs will help keep unemployment low without reigniting inflation.</p><p style=\"text-align: start;\">The rally was a delayed yet emphatic response to the central bank’s decision Wednesday to cut interest rates by a half percentage point that pushed the S&amp;P 500 to its first record high since mid-July and the Dow to close above 42000 points for the first time. </p><p>Led by a 7.4% gain in shares of Tesla and a 4% jump in Nvidia, the Nasdaq rose 2.5% on Thursday, its fourth-sharpest rally of 2024. The biggest gain of the year for the tech-heavy index was a 3% increase on Feb. 22.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The S&amp;P 500 climbed 1.70% to end the session at 5,713.64 points, its highest close ever. The Nasdaq gained 2.51% to 18,013.98 points, while the Dow Jones Industrial Average rose 1.26% to 42,025.19 points.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6fc3f6155b7d2c88545d4a409cfbb929\" title=\"\" tg-width=\"946\" tg-height=\"150\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong>Tesla</strong> jumped 7.4%. Lower interest rates make cars, which tend to be bought with financing, more affordable, reducing pressure to cut prices and boosting demand.</p><p><strong>Nvidia</strong> rose 4%, <strong>Micron Technology</strong> was up 2.2%, <strong>Advanced Micro Devices</strong> rose 5.7%, and Broadcom gained 3.9% as chip makers jumped after the Fed slashed rates.</p><p>Shares of <strong>FedEx Corp</strong>. tumbled 11% after hours on Thursday after the package-delivery giant tempered its full fiscal-year outlook amid continued &#34;weaker-than-expected&#34; shipping demand.</p><p>Shares of <strong>Nike Inc.</strong> rallied 7% after hours on Thursday after the sneaker and athletic-wear maker said that company veteran Elliott Hill would replace John Donahoe as its chief executive next month - a change that follows a slump in the company&#39;s stock price and months of subdued demand for its products.</p><p><strong>Enphase Energy</strong> fell 2%, and First Solar fell 0.6% after the Fed cut interest rates, even though solar companies are seen as beneficiaries of lower borrowing costs. Demand for solar products took a hit amid an environment of higher rates.</p><p><strong>Mobileye Global</strong> rose 15% after Intel said it currently has no plans to sell a majority interest in the autonomous-driving company. Intel was up 1.8%.</p><p><strong>Progyny,</strong> which handles fertility-care-insurance coverage for employers, plunged 33% after the company said in a regulatory filing that it was notified by a “significant” client that the client will be terminating a services agreement, effective Jan. 1. The client accounted for about 670,000 members as of June 30, and made up 12% of Progyny’s revenue for the first six months of the year. Progyny continues to anticipate an increase in its overall member count in 2025.</p><p><strong>Darden Restaurants</strong>, the parent company of Olive Garden and LongHorn Steakhouse, rose 8.3% after backing guidance for fiscal 2025 adjusted profit of $9.40 to $9.60 a share even as fiscal first-quarter earnings were lower than expected. Darden also announced a delivery deal with Uber Technologies.</p><p><strong>DoorDash</strong> was up 3.6% to $137.29. Analysts at BTIG upgraded shares of the food-delivery company to Buy from Neutral with a price target of $155.</p><h2 id=\"id_3378142872\">Market News</h2><p><strong>Biden expects Fed to continue cutting interest rates</strong></p><p>U.S. President Joe Biden said on Thursday he expects the Federal Reserve to continue cutting interest rates and vowed that his administration would keep working to lower costs for Americans.</p><p>Biden used an Economic Club of Washington event with 500 guests to promote his administration&#39;s policies to bring down inflation after the COVID-19 pandemic and Russia&#39;s invasion of Ukraine, issues that have driven voters&#39; anxiety.</p><p><strong>Disney to Stop Using Slack Following Hack That Exposed Company Data</strong></p><p>Disney plans to transition away from its use of Slack as a companywide workplace collaboration system, a move that comes after a hacking entity stole and leaked online more than a terabyte of company data.</p><p>The company’s Chief Financial Officer Hugh Johnston announced the planned change in an internal memo this week, saying most of Disney’s businesses would stop using the service later this year. Many teams at the company had already started to transition to “streamlined enterprise-wide collaboration tools,” said the memo, which was reviewed by The Wall Street Journal.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150933415","content_text":"The Federal Reserve’s big rate cut sparked a furious global rally in stocks as traders bid up technology shares and other risky assets in a bet that lower borrowing costs will help keep unemployment low without reigniting inflation.The rally was a delayed yet emphatic response to the central bank’s decision Wednesday to cut interest rates by a half percentage point that pushed the S&P 500 to its first record high since mid-July and the Dow to close above 42000 points for the first time. Led by a 7.4% gain in shares of Tesla and a 4% jump in Nvidia, the Nasdaq rose 2.5% on Thursday, its fourth-sharpest rally of 2024. The biggest gain of the year for the tech-heavy index was a 3% increase on Feb. 22.Market SnapshotThe S&P 500 climbed 1.70% to end the session at 5,713.64 points, its highest close ever. The Nasdaq gained 2.51% to 18,013.98 points, while the Dow Jones Industrial Average rose 1.26% to 42,025.19 points.Market MoversTesla jumped 7.4%. Lower interest rates make cars, which tend to be bought with financing, more affordable, reducing pressure to cut prices and boosting demand.Nvidia rose 4%, Micron Technology was up 2.2%, Advanced Micro Devices rose 5.7%, and Broadcom gained 3.9% as chip makers jumped after the Fed slashed rates.Shares of FedEx Corp. tumbled 11% after hours on Thursday after the package-delivery giant tempered its full fiscal-year outlook amid continued \"weaker-than-expected\" shipping demand.Shares of Nike Inc. rallied 7% after hours on Thursday after the sneaker and athletic-wear maker said that company veteran Elliott Hill would replace John Donahoe as its chief executive next month - a change that follows a slump in the company's stock price and months of subdued demand for its products.Enphase Energy fell 2%, and First Solar fell 0.6% after the Fed cut interest rates, even though solar companies are seen as beneficiaries of lower borrowing costs. Demand for solar products took a hit amid an environment of higher rates.Mobileye Global rose 15% after Intel said it currently has no plans to sell a majority interest in the autonomous-driving company. Intel was up 1.8%.Progyny, which handles fertility-care-insurance coverage for employers, plunged 33% after the company said in a regulatory filing that it was notified by a “significant” client that the client will be terminating a services agreement, effective Jan. 1. The client accounted for about 670,000 members as of June 30, and made up 12% of Progyny’s revenue for the first six months of the year. Progyny continues to anticipate an increase in its overall member count in 2025.Darden Restaurants, the parent company of Olive Garden and LongHorn Steakhouse, rose 8.3% after backing guidance for fiscal 2025 adjusted profit of $9.40 to $9.60 a share even as fiscal first-quarter earnings were lower than expected. Darden also announced a delivery deal with Uber Technologies.DoorDash was up 3.6% to $137.29. Analysts at BTIG upgraded shares of the food-delivery company to Buy from Neutral with a price target of $155.Market NewsBiden expects Fed to continue cutting interest ratesU.S. President Joe Biden said on Thursday he expects the Federal Reserve to continue cutting interest rates and vowed that his administration would keep working to lower costs for Americans.Biden used an Economic Club of Washington event with 500 guests to promote his administration's policies to bring down inflation after the COVID-19 pandemic and Russia's invasion of Ukraine, issues that have driven voters' anxiety.Disney to Stop Using Slack Following Hack That Exposed Company DataDisney plans to transition away from its use of Slack as a companywide workplace collaboration system, a move that comes after a hacking entity stole and leaked online more than a terabyte of company data.The company’s Chief Financial Officer Hugh Johnston announced the planned change in an internal memo this week, saying most of Disney’s businesses would stop using the service later this year. Many teams at the company had already started to transition to “streamlined enterprise-wide collaboration tools,” said the memo, which was reviewed by The Wall Street Journal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364615095201960,"gmtCreate":1730027597818,"gmtModify":1730027602595,"author":{"id":"3575776646349900","authorId":"3575776646349900","name":"Sr1000","avatar":"https://static.tigerbbs.com/4c4bf423c2a52f4200f70536ef7c5b55","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575776646349900","authorIdStr":"3575776646349900"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a>&nbsp;","text":"$Berkshire Hathaway(BRK.B)$","images":[{"img":"https://community-static.tradeup.com/news/63c832eba8d2c8990b29cb46932e40fe","width":"1179","height":"2895"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364615095201960","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":364614308655160,"gmtCreate":1730027503655,"gmtModify":1730027506009,"author":{"id":"3575776646349900","authorId":"3575776646349900","name":"Sr1000","avatar":"https://static.tigerbbs.com/4c4bf423c2a52f4200f70536ef7c5b55","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575776646349900","authorIdStr":"3575776646349900"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364614308655160","repostId":"363859433312504","repostType":1,"repost":{"id":363859433312504,"gmtCreate":1729843204464,"gmtModify":1729843209148,"author":{"id":"3563421686188310","authorId":"3563421686188310","name":"Hopehope赋予希望","avatar":"https://community-static.tradeup.com/news/46495f44529967f5d3b4d03a47167f5b","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563421686188310","authorIdStr":"3563421686188310"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>&nbsp; this is another list... Do your due diligence yourself.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>&nbsp; this is another list... Do your due diligence yourself.&nbsp;","text":"$Tiger Brokers(TIGR)$ this is another list... Do your due diligence yourself.","images":[{"img":"https://community-static.tradeup.com/news/5d293d37ac75b9c407b6bb74102dd6ad","width":"1220","height":"2337"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363859433312504","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364614331564104,"gmtCreate":1730027492535,"gmtModify":1730027494511,"author":{"id":"3575776646349900","authorId":"3575776646349900","name":"Sr1000","avatar":"https://static.tigerbbs.com/4c4bf423c2a52f4200f70536ef7c5b55","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575776646349900","authorIdStr":"3575776646349900"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364614331564104","repostId":"364372901765304","repostType":1,"repost":{"id":364372901765304,"gmtCreate":1729968562183,"gmtModify":1730016002046,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a><a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> 🅱🆄🅻🅻🅸🆂🅷 Nvidia $NVDA vs Intel $INTC vs $AMD: Total Annual Revenue from 2004-2024! TSMC's $TSM 3nm node has ramped quickly, driving recent performance alongside strength on the 5nm node. <a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a> <a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a> <a href=\"https://ttm.financial/U/3527667588142897\">@TigerPM</a> <a href=\"https://ttm.financial/U/9000000000000572\">@TigerPicks</a> <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars&lt;/</a>","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a><a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> 🅱🆄🅻🅻🅸🆂🅷 Nvidia $NVDA vs Intel $INTC vs $AMD: Total Annual Revenue from 2004-2024! TSMC's $TSM 3nm node has ramped quickly, driving recent performance alongside strength on the 5nm node. <a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a> <a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a> <a href=\"https://ttm.financial/U/3527667588142897\">@TigerPM</a> <a href=\"https://ttm.financial/U/9000000000000572\">@TigerPicks</a> <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars&lt;/</a>","text":"$Advanced Micro Devices(AMD)$ $NVIDIA Corp(NVDA)$ $Intel(INTC)$$Taiwan Semiconductor Manufacturing(TSM)$ 🅱🆄🅻🅻🅸🆂🅷 Nvidia $NVDA vs Intel $INTC vs $AMD: Total Annual Revenue from 2004-2024! TSMC's $TSM 3nm node has ramped quickly, driving recent performance alongside strength on the 5nm node. @Tiger_comments @Daily_Discussion @TigerPM @TigerPicks @TigerStars</","images":[{"img":"https://community-static.tradeup.com/news/c4a5fd934a76ae1a5b8d8aecada015d3","width":"1116","height":"837"},{"img":"https://community-static.tradeup.com/news/0a1a98b4715e55792d6b3c9daaedc88b","width":"1405","height":"921"},{"img":"https://community-static.tradeup.com/news/533a98784e21337831fe45df048f5995","width":"1116","height":"640"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364372901765304","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360276941287632,"gmtCreate":1728977436795,"gmtModify":1728977440980,"author":{"id":"3575776646349900","authorId":"3575776646349900","name":"Sr1000","avatar":"https://static.tigerbbs.com/4c4bf423c2a52f4200f70536ef7c5b55","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575776646349900","authorIdStr":"3575776646349900"},"themes":[],"htmlText":"I mean that's not chop, the index went straight down!","listText":"I mean that's not chop, the index went straight down!","text":"I mean that's not chop, the index went straight down!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360276941287632","repostId":"1160299597","repostType":2,"repost":{"id":"1160299597","pubTimestamp":1728963490,"share":"https://ttm.financial/m/news/1160299597?lang=&edition=fundamental","pubTime":"2024-10-15 11:38","market":"sh","language":"en","title":"Chinese Stocks See Choppy Trade as Investors Debate Next Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1160299597","media":"Bloomberg","summary":"CSI 300 fluctuates after rising the most in a week on MondayTraders await clarity on size of China’s fiscal stimulusChinese stocks fluctuated in early trading Tuesday amid growing debate over how far ","content":"<html><head></head><body><ul style=\"\"><li><p>CSI 300 fluctuates after rising the most in a week on Monday</p></li><li><p>Traders await clarity on size of China’s fiscal stimulus</p></li></ul><p>Chinese stocks fluctuated in early trading Tuesday amid growing debate over how far the rally can go.</p><p style=\"text-align: start;\">The CSI 300 Index was down 0.52% as of 11:30 a.m. local time, after falling as much as 1.4% earlier. It rose 1.9% on Monday. A gauge of Chinese shares listed in Hong Kong slipped 1.28%.</p><p style=\"text-align: start;\">Volatility has gripped the market in recent sessions as investors assess the sustainability of the stimulus-driven rally that began late last month. While the size of Beijing’s planned fiscal boost remains unclear, media outlet Caixin reported that China may raise 6 trillion yuan ($846 billion) from ultra-long special government bonds over three years as part of its efforts to boost the sputtering economy.</p><p>Following the central bank’s easing steps in late September, investors have been clamouring for the government to bolster fiscal spending. Officials promised new measures to support the property sector and hinted at greater government borrowing at a weekend briefing, without giving an amount.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e9ad6fa560ba4d5217bada462fe3247d\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p><p>A divide is growing among global investors as the rally shows signs of cooling. Morgan Stanley Wealth Management warned that investors should steer clear of soaring Chinese equities as the stimulus measures won’t be enough to repair the struggling economy. Wells Fargo Investment Institute is also skeptical that the rebound will last given the depressed sentiment surrounding China’s consumers.</p><p>UBS Group AG still sees value, saying heightened retail investor interest should give stocks further upward momentum.</p><p>The latest economic reports show stimulus is much in need. Export growth slowed more than expected in September, curbing a trade rebound that has been a bright spot for a weakening economy. Loan expansion also disappointed in a sign of still weak domestic demand.</p><p>“China’s signal on policy stimulus prompted us to go modestly overweight, especially given depressed valuations,” strategists at BlackRock Investment Institute including Wei Li wrote in a note. “Details have been scant, so we could change our view if future announcements disappoint.”</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>Chinese Stocks See Choppy Trade as Investors Debate Next Move</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese Stocks See Choppy Trade as Investors Debate Next Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-15 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-10-15/chinese-stocks-see-choppy-trade-as-investors-debate-next-move?srnd=phx-latest><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CSI 300 fluctuates after rising the most in a week on MondayTraders await clarity on size of China’s fiscal stimulusChinese stocks fluctuated in early trading Tuesday amid growing debate over how far ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-15/chinese-stocks-see-choppy-trade-as-investors-debate-next-move?srnd=phx-latest\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数","000001.SH":"上证指数"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-15/chinese-stocks-see-choppy-trade-as-investors-debate-next-move?srnd=phx-latest","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160299597","content_text":"CSI 300 fluctuates after rising the most in a week on MondayTraders await clarity on size of China’s fiscal stimulusChinese stocks fluctuated in early trading Tuesday amid growing debate over how far the rally can go.The CSI 300 Index was down 0.52% as of 11:30 a.m. local time, after falling as much as 1.4% earlier. It rose 1.9% on Monday. A gauge of Chinese shares listed in Hong Kong slipped 1.28%.Volatility has gripped the market in recent sessions as investors assess the sustainability of the stimulus-driven rally that began late last month. While the size of Beijing’s planned fiscal boost remains unclear, media outlet Caixin reported that China may raise 6 trillion yuan ($846 billion) from ultra-long special government bonds over three years as part of its efforts to boost the sputtering economy.Following the central bank’s easing steps in late September, investors have been clamouring for the government to bolster fiscal spending. Officials promised new measures to support the property sector and hinted at greater government borrowing at a weekend briefing, without giving an amount.A divide is growing among global investors as the rally shows signs of cooling. Morgan Stanley Wealth Management warned that investors should steer clear of soaring Chinese equities as the stimulus measures won’t be enough to repair the struggling economy. Wells Fargo Investment Institute is also skeptical that the rebound will last given the depressed sentiment surrounding China’s consumers.UBS Group AG still sees value, saying heightened retail investor interest should give stocks further upward momentum.The latest economic reports show stimulus is much in need. Export growth slowed more than expected in September, curbing a trade rebound that has been a bright spot for a weakening economy. Loan expansion also disappointed in a sign of still weak domestic demand.“China’s signal on policy stimulus prompted us to go modestly overweight, especially given depressed valuations,” strategists at BlackRock Investment Institute including Wei Li wrote in a note. “Details have been scant, so we could change our view if future announcements disappoint.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342696103714920,"gmtCreate":1724672634095,"gmtModify":1724682657314,"author":{"id":"3575776646349900","authorId":"3575776646349900","name":"Sr1000","avatar":"https://static.tigerbbs.com/4c4bf423c2a52f4200f70536ef7c5b55","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575776646349900","authorIdStr":"3575776646349900"},"themes":[],"htmlText":"Didn't age well","listText":"Didn't age well","text":"Didn't age well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342696103714920","repostId":"1194806451","repostType":2,"repost":{"id":"1194806451","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":1724661610,"share":"https://ttm.financial/m/news/1194806451?lang=&edition=fundamental","pubTime":"2024-08-26 16:40","market":"us","language":"en","title":"PDD Holdings Stock Gains 1% Ahead of Quarterly Results","url":"https://stock-news.laohu8.com/highlight/detail?id=1194806451","media":"Tiger Newspress","summary":"Temu parent PDD Holdings will report its second quarter earnings early Monday. Analysts expect the China-founded e-commerce giant to continue a run of big earnings growth.PDD Holdings shares rose 1.1% in premarket trading.Analysts expect PDD's earnings per share to grow 95% in local currency to 20.43 yuan per share, according to FactSet. Sales are seen growing 92% to 100.2 billion yuan, or $14 billion.PDD has not disclosed sales figures for Temu. Analysts with Morgan Stanley forecast in July tha","content":"<html><head></head><body><p>Temu parent PDD Holdings will report its second quarter earnings early Monday. Analysts expect the China-founded e-commerce giant to continue a run of big earnings growth.</p><p>PDD Holdings shares rose 1.1% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b6f1fd1ac09cd283a6c2d7e701028e5\" tg-width=\"875\" tg-height=\"623\"/></p><p>Analysts expect PDD&#39;s earnings per share to grow 95% in local currency to 20.43 yuan per share, according to FactSet. Sales are seen growing 92% to 100.2 billion yuan, or $14 billion.</p><p>PDD has not disclosed sales figures for Temu. Analysts with Morgan Stanley forecast in July that Temu would reach $53 billion in global gross merchandise value, up from $19 billion in 2023.</p><p style=\"text-align: start;\">One number to watch is PDD&#39;s sales and marketing expenses. PDD spent billions last year on advertising to help power Temu&#39;s growth. Analysts are projecting that sales and marketing expenses for PDD grew 62.5% year-over-year to $3.9 billion in the second quarter. Spending on the category increased 44% to $3.2 billion in the first quarter.</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>PDD Holdings Stock Gains 1% Ahead of Quarterly Results</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\">\nPDD Holdings Stock Gains 1% Ahead of Quarterly Results\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\">2024-08-26 16:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Temu parent PDD Holdings will report its second quarter earnings early Monday. Analysts expect the China-founded e-commerce giant to continue a run of big earnings growth.</p><p>PDD Holdings shares rose 1.1% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b6f1fd1ac09cd283a6c2d7e701028e5\" tg-width=\"875\" tg-height=\"623\"/></p><p>Analysts expect PDD&#39;s earnings per share to grow 95% in local currency to 20.43 yuan per share, according to FactSet. Sales are seen growing 92% to 100.2 billion yuan, or $14 billion.</p><p>PDD has not disclosed sales figures for Temu. Analysts with Morgan Stanley forecast in July that Temu would reach $53 billion in global gross merchandise value, up from $19 billion in 2023.</p><p style=\"text-align: start;\">One number to watch is PDD&#39;s sales and marketing expenses. PDD spent billions last year on advertising to help power Temu&#39;s growth. Analysts are projecting that sales and marketing expenses for PDD grew 62.5% year-over-year to $3.9 billion in the second quarter. Spending on the category increased 44% to $3.2 billion in the first quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194806451","content_text":"Temu parent PDD Holdings will report its second quarter earnings early Monday. Analysts expect the China-founded e-commerce giant to continue a run of big earnings growth.PDD Holdings shares rose 1.1% in premarket trading.Analysts expect PDD's earnings per share to grow 95% in local currency to 20.43 yuan per share, according to FactSet. Sales are seen growing 92% to 100.2 billion yuan, or $14 billion.PDD has not disclosed sales figures for Temu. Analysts with Morgan Stanley forecast in July that Temu would reach $53 billion in global gross merchandise value, up from $19 billion in 2023.One number to watch is PDD's sales and marketing expenses. PDD spent billions last year on advertising to help power Temu's growth. Analysts are projecting that sales and marketing expenses for PDD grew 62.5% year-over-year to $3.9 billion in the second quarter. Spending on the category increased 44% to $3.2 billion in the first quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":305616704786672,"gmtCreate":1715647952456,"gmtModify":1715650524086,"author":{"id":"3575776646349900","authorId":"3575776646349900","name":"Sr1000","avatar":"https://static.tigerbbs.com/4c4bf423c2a52f4200f70536ef7c5b55","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575776646349900","authorIdStr":"3575776646349900"},"themes":[],"htmlText":"What time are earnings out?","listText":"What time are earnings out?","text":"What time are earnings out?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/305616704786672","repostId":"2435378313","repostType":2,"repost":{"id":"2435378313","pubTimestamp":1715644556,"share":"https://ttm.financial/m/news/2435378313?lang=&edition=fundamental","pubTime":"2024-05-14 07:55","market":"nz","language":"en","title":"Alibaba Isn't Dead Money As Pessimism Peaks","url":"https://stock-news.laohu8.com/highlight/detail?id=2435378313","media":"seekingalpha","summary":"Alibaba's upcoming earnings release on May 14 will be closely watched.Alibaba stock has outperformed the S&P 500 recently, suggesting BABA's pessimism has likely peaked.Alibaba's decision to reverse some restructuring plans is wise amid relatively weak valuations.I provide vital insights into the critical levels of BABA stock that investors should pay close attention to.With BABA rallying into its upcoming earnings release, all eyes will be on management to deliver.   Robert Way Guess What?","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba&#39;s upcoming earnings release on May 14 will be closely watched.</p></li><li><p>Alibaba stock has outperformed the S&amp;P 500 recently, suggesting BABA&#39;s pessimism has likely peaked.</p></li><li><p>Alibaba&#39;s decision to reverse some restructuring plans is wise amid relatively weak valuations.</p></li><li><p>I provide vital insights into the critical levels of BABA stock that investors should pay close attention to.</p></li><li><p>With BABA rallying into its upcoming earnings release, all eyes will be on management to deliver.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4f805543ab3786cb8cb1d7d9034e0368\" tg-width=\"750\" tg-height=\"500\"/></p><h2 id=\"id_2369272210\">Guess What? Alibaba Stock Outperformed Recently</h2><p>Alibaba Group Holding Limited (NYSE:BABA) investors are waiting for its upcoming earnings release with bated breath. As a reminder, Alibaba&#39;s fourth fiscal-quarter earnings release is expected to be delivered on May 14. BABA stock has surged well above its January and April 2024 lows as renewed buying vigor returned to Chinese equities recently. Further buying momentum from institutional investors could drive BABA and its leading peers higher, as bullish investor positioning remains relatively light. Coupled with BABA stock&#39;s reasonable valuation and its fundamentally strong business model, it could attract value and momentum investors to add more exposure.</p><p>I provided a bullish BABA update in my previous article in early March 2024. BABA has significantly outperformed the S&amp;P 500 (SPX) (SPY) since then. As a result, it underscored the strength of BABA&#39;s consolidation thesis above its $65 support level. Consequently, BABA demonstrated its ability to clear that level decisively and staged a pivotal higher-low price structure relative to BABA&#39;s October 2022 lows ($55 level). Therefore, I assessed it augurs well for my thesis that the worst is likely over for Alibaba investors.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69d4fb9e02e85f497fcc7f4e26984008\" tg-width=\"640\" tg-height=\"223\"/></p><p>BABA earnings estimates revisions (Seeking Alpha)</p><p></p><p>Notwithstanding my optimism, I can also understand why some investors choose to hold on to their bearish thesis on BABA stock. BABA&#39;s fall from grace from its 2021 highs is justified, as Alibaba was hobbled by a stringent regulatory crackdown and structural weakness in its competitive moat.</p><p>As seen above, Wall Street estimates on Alibaba&#39;s earnings have been revised downwards markedly over the past four years, as Alibaba&#39;s secular growth thesis disintegrated spectacularly. Despite that, the downward revisions have also normalized recently, suggesting the worst in Alibaba&#39;s earnings impact could be over. Consequently, I assessed BABA stock&#39;s recent buying fervor coinciding with improved optimism in China, as the market assessed potentially less onerous structural headwinds from here.</p><p>Accordingly, the Chinese government seems ready to untether many of the structural impediments in China&#39;s real estate market. Observant investors are likely aware of the significant impact on China&#39;s consumer spending over the past few years. Consequently, Alibaba also suffered as the growth in its active consumer base neared maturity. Furthermore, Pinduoduo&#39;s (PDD) rapid share gains materialized as PDD scaled toward profitability. While Alibaba controls 40% of China&#39;s e-commerce market share, the damage has been inflicted, reflected in its earnings growth momentum.</p><h2 id=\"id_832163960\">Alibaba Is Investing To Regain Growth Momentum</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/315032232c4ba5b57deff341da74ccc8\" tg-width=\"640\" tg-height=\"384\"/></p><p>Alibaba earnings growth estimates (TIKR)</p><p></p><p>As a result, Alibaba&#39;s solid pre-COVID double-digit earnings growth cadence suffered immensely. Alibaba is expected to deliver a continued recovery at its upcoming FQ4 release with a 12% growth in adjusted EPS. However, Wall Street is likely concerned about the increased investments made to bolster Alibaba&#39;s competitive advantages in Cloud and e-commerce. Alibaba has bolstered its live-stream commerce capabilities to compete more effectively in a segment dominated by ByteDance (BDNCE). However, Alibaba&#39;s previous dominance in China&#39;s search-based e-commerce also faces more intense competition from PDD and ByteDance. As a result, I assessed that increased uncertainties over Alibaba&#39;s ability to regenerate more predictable earnings growth could hinder a more robust valuation re-rating as the market awaits further clarity from Alibaba management.</p><p>Notwithstanding the heightened competition in China&#39;s core commerce business, international opportunities remain attractive. DBS Research expects Alibaba&#39;s international commerce business to deliver 40% YoY growth for FQ4, underscoring its solid growth momentum. However, I don&#39;t expect it to feature prominently in generating sustainable earnings growth for Alibaba in the near term. As a result, investors should anticipate negative EBITDA margins in the segment as Alibaba intensifies its investments to reignite investor confidence.</p><p>While Alibaba co-founder Jack Ma&#39;s optimism is welcome, Alibaba needs to win back the market&#39;s confidence in its ability to compete more effectively against its rivals. Alibaba&#39;s increased focus on Taobao is expected to lower its monetization ability, affecting its profitability accretion. Therefore, I assessed Alibaba&#39;s need to grow its overseas business sustainably to lift investor confidence in its earnings growth prospects. However, with the business still expected to be in investment mode, investors must remain patient for its recovery thesis to play out.</p><p>Management&#39;s decision to reverse its decision to spin off its cloud business and shelve Alibaba&#39;s Cainiao IPO is astute. With Chinese equities still in undervalued territory, Alibaba investors should remain patient for valuations to potentially improve further. Alibaba also repurchased more shares from its upgraded authorization, scooping up its undervalued shares to drive shareholder value. Moreover, Alibaba&#39;s dividend payout ratio of less than 12% for FY2024 suggests management has substantial flexibility to increase its payout. Underpinned by Alibaba&#39;s robust balance sheet and significant free cash flow margins (estimated FY25 FCF margin of 17%), BABA can afford to wait for more constructive opportunities in the future to consider unlocking value from these businesses if appropriate. Therefore, even though Alibaba&#39;s restructuring plans have changed markedly, investors have not been unduly worried.</p><h2 id=\"id_1649269181\">Is BABA Stock A Buy, Sell, Or Hold?</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/42a3e505bb0d8d77cbeeeb96a3fdfdcc\" tg-width=\"640\" tg-height=\"394\"/></p><p>BABA price chart (weekly, medium-term, adjusted for dividends) (TradingView)</p><p></p><p>As seen above, BABA has surged well above its April lows ($65 level). I assessed that BABA buyers need to regain control of the $75 level decisively to attract momentum investors to return more decisively.</p><p>To be clear, BABA is still in a downtrend bias, behooving caution. As a result, investors should monitor whether BABA can consolidate above the $75 zone over the next four to six weeks after it reports its FQ4 earnings.</p><p>BABA&#39;s forward adjusted PEG ratio of 0.77 is more than 50% below its sector median. Therefore, the implied undervaluation for a fundamentally strong stock seems somewhat unreasonable, likely attributed to highly pessimistic sentiments linked to China&#39;s unpredictable geopolitical uncertainties.</p><p>Despite that, investors mustn&#39;t ignore these headwinds, as they could materially affect investor confidence in returning to industry leaders like Alibaba. Notwithstanding my caution, I assessed that the worst in BABA&#39;s decline is likely behind us. As a result, BABA could be set up for a further rally toward the $100 zone if Alibaba management delivers a better-than-anticipated outlook at its upcoming earnings release.</p><p>With that in mind, I assessed that maintaining a Strong Buy rating is appropriate as we move past BABA&#39;s worst battering since it topped out in late 2020. Long-term investors should consider buying more aggressively at subsequent pullbacks.</p><p><em>Rating: Maintain Strong Buy.</em></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>Alibaba Isn't Dead Money As Pessimism Peaks</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\">\nAlibaba Isn't Dead Money As Pessimism Peaks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-14 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4692660-alibaba-isnt-dead-money-as-pessimism-peaks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba's upcoming earnings release on May 14 will be closely watched.Alibaba stock has outperformed the S&P 500 recently, suggesting BABA's pessimism has likely peaked.Alibaba's decision to reverse ...</p>\n\n<a href=\"https://seekingalpha.com/article/4692660-alibaba-isnt-dead-money-as-pessimism-peaks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0048597586.USD":"富达亚洲焦点A","LU0348783233.USD":"安联东方收入型 CI A Dis美元","BK1610":"ETF&股票定投概念","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","BK1586":"云计算","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4550":"红杉资本持仓","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0594300419.USD":"富达中国消费基金A","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0823426480.USD":"法巴中国股票经典Dis","LU0173614495.USD":"富达中国焦点A","BK1608":"元宇宙概念","LU0359201612.USD":"贝莱德中国基金A2","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK4585":"ETF&股票定投概念","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","BK4587":"ChatGPT概念","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","BK4559":"巴菲特持仓","BK1249":"综合零售","BK4579":"人工智能","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A"},"source_url":"https://seekingalpha.com/article/4692660-alibaba-isnt-dead-money-as-pessimism-peaks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2435378313","content_text":"Alibaba's upcoming earnings release on May 14 will be closely watched.Alibaba stock has outperformed the S&P 500 recently, suggesting BABA's pessimism has likely peaked.Alibaba's decision to reverse some restructuring plans is wise amid relatively weak valuations.I provide vital insights into the critical levels of BABA stock that investors should pay close attention to.With BABA rallying into its upcoming earnings release, all eyes will be on management to deliver.Guess What? Alibaba Stock Outperformed RecentlyAlibaba Group Holding Limited (NYSE:BABA) investors are waiting for its upcoming earnings release with bated breath. As a reminder, Alibaba's fourth fiscal-quarter earnings release is expected to be delivered on May 14. BABA stock has surged well above its January and April 2024 lows as renewed buying vigor returned to Chinese equities recently. Further buying momentum from institutional investors could drive BABA and its leading peers higher, as bullish investor positioning remains relatively light. Coupled with BABA stock's reasonable valuation and its fundamentally strong business model, it could attract value and momentum investors to add more exposure.I provided a bullish BABA update in my previous article in early March 2024. BABA has significantly outperformed the S&P 500 (SPX) (SPY) since then. As a result, it underscored the strength of BABA's consolidation thesis above its $65 support level. Consequently, BABA demonstrated its ability to clear that level decisively and staged a pivotal higher-low price structure relative to BABA's October 2022 lows ($55 level). Therefore, I assessed it augurs well for my thesis that the worst is likely over for Alibaba investors.BABA earnings estimates revisions (Seeking Alpha)Notwithstanding my optimism, I can also understand why some investors choose to hold on to their bearish thesis on BABA stock. BABA's fall from grace from its 2021 highs is justified, as Alibaba was hobbled by a stringent regulatory crackdown and structural weakness in its competitive moat.As seen above, Wall Street estimates on Alibaba's earnings have been revised downwards markedly over the past four years, as Alibaba's secular growth thesis disintegrated spectacularly. Despite that, the downward revisions have also normalized recently, suggesting the worst in Alibaba's earnings impact could be over. Consequently, I assessed BABA stock's recent buying fervor coinciding with improved optimism in China, as the market assessed potentially less onerous structural headwinds from here.Accordingly, the Chinese government seems ready to untether many of the structural impediments in China's real estate market. Observant investors are likely aware of the significant impact on China's consumer spending over the past few years. Consequently, Alibaba also suffered as the growth in its active consumer base neared maturity. Furthermore, Pinduoduo's (PDD) rapid share gains materialized as PDD scaled toward profitability. While Alibaba controls 40% of China's e-commerce market share, the damage has been inflicted, reflected in its earnings growth momentum.Alibaba Is Investing To Regain Growth MomentumAlibaba earnings growth estimates (TIKR)As a result, Alibaba's solid pre-COVID double-digit earnings growth cadence suffered immensely. Alibaba is expected to deliver a continued recovery at its upcoming FQ4 release with a 12% growth in adjusted EPS. However, Wall Street is likely concerned about the increased investments made to bolster Alibaba's competitive advantages in Cloud and e-commerce. Alibaba has bolstered its live-stream commerce capabilities to compete more effectively in a segment dominated by ByteDance (BDNCE). However, Alibaba's previous dominance in China's search-based e-commerce also faces more intense competition from PDD and ByteDance. As a result, I assessed that increased uncertainties over Alibaba's ability to regenerate more predictable earnings growth could hinder a more robust valuation re-rating as the market awaits further clarity from Alibaba management.Notwithstanding the heightened competition in China's core commerce business, international opportunities remain attractive. DBS Research expects Alibaba's international commerce business to deliver 40% YoY growth for FQ4, underscoring its solid growth momentum. However, I don't expect it to feature prominently in generating sustainable earnings growth for Alibaba in the near term. As a result, investors should anticipate negative EBITDA margins in the segment as Alibaba intensifies its investments to reignite investor confidence.While Alibaba co-founder Jack Ma's optimism is welcome, Alibaba needs to win back the market's confidence in its ability to compete more effectively against its rivals. Alibaba's increased focus on Taobao is expected to lower its monetization ability, affecting its profitability accretion. Therefore, I assessed Alibaba's need to grow its overseas business sustainably to lift investor confidence in its earnings growth prospects. However, with the business still expected to be in investment mode, investors must remain patient for its recovery thesis to play out.Management's decision to reverse its decision to spin off its cloud business and shelve Alibaba's Cainiao IPO is astute. With Chinese equities still in undervalued territory, Alibaba investors should remain patient for valuations to potentially improve further. Alibaba also repurchased more shares from its upgraded authorization, scooping up its undervalued shares to drive shareholder value. Moreover, Alibaba's dividend payout ratio of less than 12% for FY2024 suggests management has substantial flexibility to increase its payout. Underpinned by Alibaba's robust balance sheet and significant free cash flow margins (estimated FY25 FCF margin of 17%), BABA can afford to wait for more constructive opportunities in the future to consider unlocking value from these businesses if appropriate. Therefore, even though Alibaba's restructuring plans have changed markedly, investors have not been unduly worried.Is BABA Stock A Buy, Sell, Or Hold?BABA price chart (weekly, medium-term, adjusted for dividends) (TradingView)As seen above, BABA has surged well above its April lows ($65 level). I assessed that BABA buyers need to regain control of the $75 level decisively to attract momentum investors to return more decisively.To be clear, BABA is still in a downtrend bias, behooving caution. As a result, investors should monitor whether BABA can consolidate above the $75 zone over the next four to six weeks after it reports its FQ4 earnings.BABA's forward adjusted PEG ratio of 0.77 is more than 50% below its sector median. Therefore, the implied undervaluation for a fundamentally strong stock seems somewhat unreasonable, likely attributed to highly pessimistic sentiments linked to China's unpredictable geopolitical uncertainties.Despite that, investors mustn't ignore these headwinds, as they could materially affect investor confidence in returning to industry leaders like Alibaba. Notwithstanding my caution, I assessed that the worst in BABA's decline is likely behind us. As a result, BABA could be set up for a further rally toward the $100 zone if Alibaba management delivers a better-than-anticipated outlook at its upcoming earnings release.With that in mind, I assessed that maintaining a Strong Buy rating is appropriate as we move past BABA's worst battering since it topped out in late 2020. Long-term investors should consider buying more aggressively at subsequent pullbacks.Rating: Maintain Strong Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}