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10-17

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Stock Track | Walgreens Shares Plunge on Amazon's Pharmacy Delivery Expansion

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By the end of 2025, the tech behemoth says 45% of the U.S. population will have access to its same-day Rx delivery service.</p>\n\n<p>The move could deal a severe blow to Walgreens and rival CVS Health Corp., which have long relied on customers visiting their thousands of retail pharmacy locations to pick up prescriptions and make additional purchases. With Amazon's added convenience of rapid home delivery, the brick-and-mortar pharmacies risk losing a key driver of store traffic and sales.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WBA":"沃尔格林联合博姿"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154981137","content_text":"Shares of Walgreens Boots Alliance Inc. plummeted more than 5% on Tuesday after Amazon.com Inc. announced plans to significantly expand its same-day prescription delivery service, posing a major competitive threat to the retail pharmacy giant.\nAmazon revealed that it will offer free same-day delivery of prescriptions in 20 new markets next year, more than doubling its current footprint. By the end of 2025, the tech behemoth says 45% of the U.S. population will have access to its same-day Rx delivery service.\nThe move could deal a severe blow to Walgreens and rival CVS Health Corp., which have long relied on customers visiting their thousands of retail pharmacy locations to pick up prescriptions and make additional purchases. With Amazon's added convenience of rapid home delivery, the brick-and-mortar pharmacies risk losing a key driver of store traffic and sales.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357318711357856,"gmtCreate":1728239423435,"gmtModify":1728239428020,"author":{"id":"3575796148968609","authorId":"3575796148968609","name":"EngHup","avatar":"https://community-static.tradeup.com/news/0d43759f6bc949fa317f06a49f936466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575796148968609","authorIdStr":"3575796148968609"},"themes":[],"htmlText":"1 and 8","listText":"1 and 8","text":"1 and 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href=\"https://ttm.financial/S/UD1U.SI\">$IREIT Global SGD(UD1U.SI)$&nbsp;</a> what have i done&nbsp;","text":"$IREIT Global SGD(UD1U.SI)$ what have i done","images":[{"img":"https://community-static.tradeup.com/news/7201426b72c9d077af24aaa9c466a582","width":"309","height":"533"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/235018972537088","isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581250600180292","authorId":"3581250600180292","name":"TTM Investor","avatar":"https://community-static.tradeup.com/news/2f5fd716e63ae3848b455b2214a559df","crmLevel":7,"crmLevelSwitch":1,"idStr":"3581250600180292","authorIdStr":"3581250600180292"},"content":"What's wrong. REITS doesn't perform in high yield environment. it will bounce once the fed cuts interest rate. you probably can take the opportunity to add more position","text":"What's wrong. REITS doesn't perform in high yield environment. it will bounce once the fed cuts interest rate. you probably can take the opportunity to add more position","html":"What's wrong. REITS doesn't perform in high yield environment. it will bounce once the fed cuts interest rate. you probably can take the opportunity to add more position"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":214169301700744,"gmtCreate":1693305874693,"gmtModify":1693305877329,"author":{"id":"3575796148968609","authorId":"3575796148968609","name":"EngHup","avatar":"https://community-static.tradeup.com/news/0d43759f6bc949fa317f06a49f936466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575796148968609","authorIdStr":"3575796148968609"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$&nbsp;</a><v-v data-views=\"1\"></v-v>Catalist to move up","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$&nbsp;</a><v-v data-views=\"1\"></v-v>Catalist to move up","text":"$AMC Entertainment(AMC)$ Catalist to move up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214169301700744","isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957876970,"gmtCreate":1677194551391,"gmtModify":1677194554664,"author":{"id":"3575796148968609","authorId":"3575796148968609","name":"EngHup","avatar":"https://community-static.tradeup.com/news/0d43759f6bc949fa317f06a49f936466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575796148968609","authorIdStr":"3575796148968609"},"themes":[],"htmlText":"Scary days ahead","listText":"Scary days ahead","text":"Scary days ahead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957876970","repostId":"2313017650","repostType":4,"repost":{"id":"2313017650","pubTimestamp":1677252631,"share":"https://ttm.financial/m/news/2313017650?lang=&edition=fundamental","pubTime":"2023-02-24 23:30","market":"us","language":"en","title":"AI Software Could Generate $14 Trillion in Revenue by 2030 -- 2 Growth Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2313017650","media":"Motley Fool","summary":"These artificial intelligence-powered growth stocks could help patient investors turn a profit in the market.","content":"<html><head></head><body><p>People encounter artificial intelligence (AI) on a daily basis, whether they realize it or not. AI makes search results and product recommendations more relevant, it allows smart assistants like <b>Apple</b>&#39;s Siri and <b>Amazon</b>&#39;s Alexa to understand speech, and it corrects spelling and grammar errors in office software and emails. But those use cases only scratch the surface.</p><p>AI has the potential to disrupt virtually every industry, and it will likely be the most transformative technology in human history. For that reason, Cathie Wood&#39;s Ark Invest believes AI software could generate $14 trillion in annual revenue by 2030.</p><p>Here are two growth stocks that could benefit from that trend.</p><h2>Upstart: AI-powered risk assessment for lenders</h2><p>The FICO score is the gold standard for assessing credit risk in the lending industry, but <b>Upstart Holdings</b> believes the methodology behind those scores is outdated. Even the more sophisticated FICO-based models consider only 30 variables, meaning lenders often make decisions based on limited information. Ultimately, that leads to higher loss rates for banks, and banks often pass those costs along to borrowers in the form of higher interest rates.</p><p>Upstart wants to solve those problems with big data and AI. Its platform incorporates over 1,500 data points per borrower, and it measures them against past repayment events to assess the risk of fraud and default. Each time a borrower makes or misses a payment, the underlying AI models get a little smarter. That ultimately leads to lower loss rates for lenders, which can translate into lower interest rates for borrowers. It also creates a network effect that should allow Upstart to quantify credit risk more precisely over time.</p><p>Unfortunately, CEO Dave Girouard called last year &#34;the perfect storm&#34; for Upstart. The worst inflation in 40 years put financial pressure on borrowers, causing delinquency rates and defaults to rise, and banks compensated by tightening lending policies. Meanwhile, the Federal Reserve raised interest rates at their fastest pace in four decades, causing demand for loans to fall. Taken together, those headwinds led to ugly financial results for Upstart. Revenue fell 57% to $147 million in the fourth quarter, and the company reported a net loss of $55 million, down from a profit of $59 million in prior year.</p><p>However, investors still have reason to be bullish on Upstart. Over the last four years, its AI models have separated high-risk borrowers from low-risk borrowers with four times more precision than FICO scores. That hints at a durable competitive advantage, which positions Upstart to reaccelerate growth as economic conditions improve.</p><p>On that note, Upstart values its total addressable market (TAM) at $1.6 trillion, but its platform powered just $10.7 billion in loans last year. That means Upstart has captured less than 1% of its TAM, and its TAM will only get larger as the company delves into other lending verticals, like mortgage originations. With that in mind, shares currently trade at 1.7 times sales, an absolute bargain compared to the historical average of 12.2 times sales. At that price, investors that can handle volatility should buy a small position in this growth stock.</p><h2>Riskified: AI-powered fraud prevention for merchants</h2><p>Fraud is a significant concern for online merchants, and <b>Riskified</b> believes traditional fraud management solutions are frequently inaccurate, which actually creates two problems. The approval of fraudulent transactions results in chargeback expenses, and the rejection of legitimate transactions (i.e. false declines) reduces revenue. For context, analysts Edgar, Dunn, &amp; Company estimate that online merchants lost $720 billion in revenue due to false declines last year, and Juniper Research estimates that fraud-related expenses will cost merchants $25 billion by 2024.</p><p>Riskified wants to solve those problems with big data and AI. Its fraud management platform measures hundreds of consumer data points (captured through deep integrations with its merchants&#39; systems) against historical transactions to quantify the risk of fraud and automate the approval process. Riskified says its 10 largest merchants have seen an 8% uptick in sales due to fewer false declines and a 39% drop in fraud-related operating expenses.</p><p>Financially, Riskified reported decent results in the third quarter, especially in the context of a challenging economic environment. Gross merchandise volume (GMV) increased 21% to $25 billion, revenue climbed 20% to $63 million, and the company generated $5 million in cash from operating activities, up from a loss of $63 million in the prior year.</p><p>As a caveat, Riskified faces competition from a plethora of payments companies, including giants like <b>Mastercard</b> and <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>. But Riskified believes it collects richer data due to deeper integrations with its merchants&#39; systems. That data theoretically makes its AI models more effective in preventing fraud.</p><p>Looking ahead, Riskified has a long runway for growth. It currently handles about $100 billion in annual GMV, which represents less than 2% of global e-commerce spend. Currently, shares trade at 3.9 times sales, a discount to the historical valuation of 6.5 times sales. That creates an attractive buying opportunity for risk-tolerant investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Software Could Generate $14 Trillion in Revenue by 2030 -- 2 Growth Stocks to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Software Could Generate $14 Trillion in Revenue by 2030 -- 2 Growth Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-24 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/22/ai-generate-14-trillion-in-revenue-2-stocks-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>People encounter artificial intelligence (AI) on a daily basis, whether they realize it or not. AI makes search results and product recommendations more relevant, it allows smart assistants like Apple...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/22/ai-generate-14-trillion-in-revenue-2-stocks-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc.","RSKD":"Riskified Ltd."},"source_url":"https://www.fool.com/investing/2023/02/22/ai-generate-14-trillion-in-revenue-2-stocks-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313017650","content_text":"People encounter artificial intelligence (AI) on a daily basis, whether they realize it or not. AI makes search results and product recommendations more relevant, it allows smart assistants like Apple's Siri and Amazon's Alexa to understand speech, and it corrects spelling and grammar errors in office software and emails. But those use cases only scratch the surface.AI has the potential to disrupt virtually every industry, and it will likely be the most transformative technology in human history. For that reason, Cathie Wood's Ark Invest believes AI software could generate $14 trillion in annual revenue by 2030.Here are two growth stocks that could benefit from that trend.Upstart: AI-powered risk assessment for lendersThe FICO score is the gold standard for assessing credit risk in the lending industry, but Upstart Holdings believes the methodology behind those scores is outdated. Even the more sophisticated FICO-based models consider only 30 variables, meaning lenders often make decisions based on limited information. Ultimately, that leads to higher loss rates for banks, and banks often pass those costs along to borrowers in the form of higher interest rates.Upstart wants to solve those problems with big data and AI. Its platform incorporates over 1,500 data points per borrower, and it measures them against past repayment events to assess the risk of fraud and default. Each time a borrower makes or misses a payment, the underlying AI models get a little smarter. That ultimately leads to lower loss rates for lenders, which can translate into lower interest rates for borrowers. It also creates a network effect that should allow Upstart to quantify credit risk more precisely over time.Unfortunately, CEO Dave Girouard called last year \"the perfect storm\" for Upstart. The worst inflation in 40 years put financial pressure on borrowers, causing delinquency rates and defaults to rise, and banks compensated by tightening lending policies. Meanwhile, the Federal Reserve raised interest rates at their fastest pace in four decades, causing demand for loans to fall. Taken together, those headwinds led to ugly financial results for Upstart. Revenue fell 57% to $147 million in the fourth quarter, and the company reported a net loss of $55 million, down from a profit of $59 million in prior year.However, investors still have reason to be bullish on Upstart. Over the last four years, its AI models have separated high-risk borrowers from low-risk borrowers with four times more precision than FICO scores. That hints at a durable competitive advantage, which positions Upstart to reaccelerate growth as economic conditions improve.On that note, Upstart values its total addressable market (TAM) at $1.6 trillion, but its platform powered just $10.7 billion in loans last year. That means Upstart has captured less than 1% of its TAM, and its TAM will only get larger as the company delves into other lending verticals, like mortgage originations. With that in mind, shares currently trade at 1.7 times sales, an absolute bargain compared to the historical average of 12.2 times sales. At that price, investors that can handle volatility should buy a small position in this growth stock.Riskified: AI-powered fraud prevention for merchantsFraud is a significant concern for online merchants, and Riskified believes traditional fraud management solutions are frequently inaccurate, which actually creates two problems. The approval of fraudulent transactions results in chargeback expenses, and the rejection of legitimate transactions (i.e. false declines) reduces revenue. For context, analysts Edgar, Dunn, & Company estimate that online merchants lost $720 billion in revenue due to false declines last year, and Juniper Research estimates that fraud-related expenses will cost merchants $25 billion by 2024.Riskified wants to solve those problems with big data and AI. Its fraud management platform measures hundreds of consumer data points (captured through deep integrations with its merchants' systems) against historical transactions to quantify the risk of fraud and automate the approval process. Riskified says its 10 largest merchants have seen an 8% uptick in sales due to fewer false declines and a 39% drop in fraud-related operating expenses.Financially, Riskified reported decent results in the third quarter, especially in the context of a challenging economic environment. Gross merchandise volume (GMV) increased 21% to $25 billion, revenue climbed 20% to $63 million, and the company generated $5 million in cash from operating activities, up from a loss of $63 million in the prior year.As a caveat, Riskified faces competition from a plethora of payments companies, including giants like Mastercard and PayPal. But Riskified believes it collects richer data due to deeper integrations with its merchants' systems. That data theoretically makes its AI models more effective in preventing fraud.Looking ahead, Riskified has a long runway for growth. It currently handles about $100 billion in annual GMV, which represents less than 2% of global e-commerce spend. Currently, shares trade at 3.9 times sales, a discount to the historical valuation of 6.5 times sales. That creates an attractive buying opportunity for risk-tolerant investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957876011,"gmtCreate":1677194539733,"gmtModify":1677194543110,"author":{"id":"3575796148968609","authorId":"3575796148968609","name":"EngHup","avatar":"https://community-static.tradeup.com/news/0d43759f6bc949fa317f06a49f936466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575796148968609","authorIdStr":"3575796148968609"},"themes":[],"htmlText":"Yes i agree","listText":"Yes i agree","text":"Yes i agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957876011","repostId":"2313887442","repostType":4,"repost":{"id":"2313887442","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1677166218,"share":"https://ttm.financial/m/news/2313887442?lang=&edition=fundamental","pubTime":"2023-02-23 23:30","market":"us","language":"en","title":"Tesla’s Investor Event Is Coming. What Elon Musk Can Do to Move the Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2313887442","media":"Dow Jones","summary":"Tesla needs a lower-priced car. And the sooner the better.The electric-vehicle pioneer’s 2023 invest","content":"<html><head></head><body><p>Tesla needs a lower-priced car. And the sooner the better.</p><p>The electric-vehicle pioneer’s 2023 investor event is coming up on March 1. It’s a chance for investors to hear from CEO Elon Musk about the company’s strategy and future. This year, as EV competition ramps up, one issue looms larger than others.</p><p>“The most important issue for Tesla going into its analyst day is the status of its next-gen, lower-cost vehicle platform,” wrote Bernstein analyst Toni Sacconaghi in a Wednesday report. He says Tesla needs the lower-price EV to meet investors’ lofty growth expectations. “Our research has indicated that EV models that have generally struggled to increase volume beyond the third or fourth year of introduction.”</p><p>All of Tesla’s vehicles, except the Model Y, are more than four years old, and they qualify as higher-end cars. Today, a Model S starts at about $95,000, and Model X starts at about $110,000. A Model 3 starts at about $43,000, while a Model Y starts at about $55,000.</p><p>Tesla started producing the expensive Models S and X in 2012 and 2014, respectively. Tesla needed to start out with expensive, luxury cars because batteries cost a lot back then. Sales for the S and X peaked in 2018 at 116,076 units combined. Sales of those two models came in at 66,705 in 2022.</p><p>The Models 3 and Y—Tesla’s first mass-market vehicles—started shipping in 2017 and 2020, respectively. Total sales of both vehicles hit 1,247,146 in 2022, up 37% compared with 2021.</p><p>Tesla has shipped more than three million Model 3 and Y vehicles over time. That’s about six or seven times more than its Model S and X vehicles.</p><p>Wall Street expects Tesla to be shipping about 1.8 million Models 3 and Y in 2023 and 2.4 million of those two models in 2024, implying nearly 40% average annual growth for that platform. Sacconaghi, however, simply worries the cars might be too old to generate those kind of numbers.</p><p>“We struggle to see how Tesla can deliver a new volume offering prior to 2025,” added the analyst in his report. He rates shares Sell and has a $150 price target for the stock.</p><p>Tesla has discussed making a lower-price EV several times. Recently on the company’s fourth-quarter conference call, CFO Zachary Kirkhorn said the “next-generation vehicle platform” was a priority. Details about what the cost and timing of a next platform have been thin, though. Tesla didn’t immediately respond to a request for comment about the development of a lower-price EV.</p><p>A lower-price model would boost growth and open up more of the global car market to the EV leader. Roughly half of the cars sold in the U.S., excluding pickup trucks, cost less than $36,000. Today, Tesla doesn’t have a car that starts under $42,000.</p><p>(Although, with the federal government’s new $7,500 purchase tax credit that was passed as part of the Inflation Reduction Act, a base Model 3 starts at about $36,000.)</p><p><img src=\"https://static.tigerbbs.com/1552c309e963562d28804120282888de\" tg-width=\"695\" tg-height=\"648\" referrerpolicy=\"no-referrer\"/></p><p>Tesla, of course, could also refresh the Model 3 and Model Y, making small changes and adding features. Such plans are something else investors should watch for on March 1. Tesla will also start delivering the Cybertruck in 2023, opening up the truck segment of the market to the company.</p><p>For now, investors don’t appear to be worried about the next car. Tesla stock has climbed about 60% so far this year, but shares are still down about 28% over the past 12 months. The S&amp;P 500 and Nasdaq Composite down about 7% and 14%, respectively, over the past year.</p><p>A new lower-priced vehicle and a timeline for its production could be a positive fresh catalyst for Tesla stock next week. On the other hand, if the company doesn’t reveal a new low-price EV, that could mean the stock gives up some of its year-to-date gains.</p><p>Sacconaghi rates Tesla shares Sell, but overall, 65% of analysts covering the stock rate it at Buy. The average Buy-rating ratio for stocks in the S&amp;P 500 is about 58%. The average analyst target price for Tesla is about $198 a share.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla’s Investor Event Is Coming. What Elon Musk Can Do to Move the Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla’s Investor Event Is Coming. What Elon Musk Can Do to Move the Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-02-23 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla needs a lower-priced car. And the sooner the better.</p><p>The electric-vehicle pioneer’s 2023 investor event is coming up on March 1. It’s a chance for investors to hear from CEO Elon Musk about the company’s strategy and future. This year, as EV competition ramps up, one issue looms larger than others.</p><p>“The most important issue for Tesla going into its analyst day is the status of its next-gen, lower-cost vehicle platform,” wrote Bernstein analyst Toni Sacconaghi in a Wednesday report. He says Tesla needs the lower-price EV to meet investors’ lofty growth expectations. “Our research has indicated that EV models that have generally struggled to increase volume beyond the third or fourth year of introduction.”</p><p>All of Tesla’s vehicles, except the Model Y, are more than four years old, and they qualify as higher-end cars. Today, a Model S starts at about $95,000, and Model X starts at about $110,000. A Model 3 starts at about $43,000, while a Model Y starts at about $55,000.</p><p>Tesla started producing the expensive Models S and X in 2012 and 2014, respectively. Tesla needed to start out with expensive, luxury cars because batteries cost a lot back then. Sales for the S and X peaked in 2018 at 116,076 units combined. Sales of those two models came in at 66,705 in 2022.</p><p>The Models 3 and Y—Tesla’s first mass-market vehicles—started shipping in 2017 and 2020, respectively. Total sales of both vehicles hit 1,247,146 in 2022, up 37% compared with 2021.</p><p>Tesla has shipped more than three million Model 3 and Y vehicles over time. That’s about six or seven times more than its Model S and X vehicles.</p><p>Wall Street expects Tesla to be shipping about 1.8 million Models 3 and Y in 2023 and 2.4 million of those two models in 2024, implying nearly 40% average annual growth for that platform. Sacconaghi, however, simply worries the cars might be too old to generate those kind of numbers.</p><p>“We struggle to see how Tesla can deliver a new volume offering prior to 2025,” added the analyst in his report. He rates shares Sell and has a $150 price target for the stock.</p><p>Tesla has discussed making a lower-price EV several times. Recently on the company’s fourth-quarter conference call, CFO Zachary Kirkhorn said the “next-generation vehicle platform” was a priority. Details about what the cost and timing of a next platform have been thin, though. Tesla didn’t immediately respond to a request for comment about the development of a lower-price EV.</p><p>A lower-price model would boost growth and open up more of the global car market to the EV leader. Roughly half of the cars sold in the U.S., excluding pickup trucks, cost less than $36,000. Today, Tesla doesn’t have a car that starts under $42,000.</p><p>(Although, with the federal government’s new $7,500 purchase tax credit that was passed as part of the Inflation Reduction Act, a base Model 3 starts at about $36,000.)</p><p><img src=\"https://static.tigerbbs.com/1552c309e963562d28804120282888de\" tg-width=\"695\" tg-height=\"648\" referrerpolicy=\"no-referrer\"/></p><p>Tesla, of course, could also refresh the Model 3 and Model Y, making small changes and adding features. Such plans are something else investors should watch for on March 1. Tesla will also start delivering the Cybertruck in 2023, opening up the truck segment of the market to the company.</p><p>For now, investors don’t appear to be worried about the next car. Tesla stock has climbed about 60% so far this year, but shares are still down about 28% over the past 12 months. The S&amp;P 500 and Nasdaq Composite down about 7% and 14%, respectively, over the past year.</p><p>A new lower-priced vehicle and a timeline for its production could be a positive fresh catalyst for Tesla stock next week. On the other hand, if the company doesn’t reveal a new low-price EV, that could mean the stock gives up some of its year-to-date gains.</p><p>Sacconaghi rates Tesla shares Sell, but overall, 65% of analysts covering the stock rate it at Buy. The average Buy-rating ratio for stocks in the S&amp;P 500 is about 58%. The average analyst target price for Tesla is about $198 a share.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4555":"新能源车","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4527":"明星科技股","BK4550":"红杉资本持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4588":"碎股","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","TSLA":"特斯拉","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU1548497426.USD":"安联环球人工智能AT Acc","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4581":"高盛持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4548":"巴美列捷福持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313887442","content_text":"Tesla needs a lower-priced car. And the sooner the better.The electric-vehicle pioneer’s 2023 investor event is coming up on March 1. It’s a chance for investors to hear from CEO Elon Musk about the company’s strategy and future. This year, as EV competition ramps up, one issue looms larger than others.“The most important issue for Tesla going into its analyst day is the status of its next-gen, lower-cost vehicle platform,” wrote Bernstein analyst Toni Sacconaghi in a Wednesday report. He says Tesla needs the lower-price EV to meet investors’ lofty growth expectations. “Our research has indicated that EV models that have generally struggled to increase volume beyond the third or fourth year of introduction.”All of Tesla’s vehicles, except the Model Y, are more than four years old, and they qualify as higher-end cars. Today, a Model S starts at about $95,000, and Model X starts at about $110,000. A Model 3 starts at about $43,000, while a Model Y starts at about $55,000.Tesla started producing the expensive Models S and X in 2012 and 2014, respectively. Tesla needed to start out with expensive, luxury cars because batteries cost a lot back then. Sales for the S and X peaked in 2018 at 116,076 units combined. Sales of those two models came in at 66,705 in 2022.The Models 3 and Y—Tesla’s first mass-market vehicles—started shipping in 2017 and 2020, respectively. Total sales of both vehicles hit 1,247,146 in 2022, up 37% compared with 2021.Tesla has shipped more than three million Model 3 and Y vehicles over time. That’s about six or seven times more than its Model S and X vehicles.Wall Street expects Tesla to be shipping about 1.8 million Models 3 and Y in 2023 and 2.4 million of those two models in 2024, implying nearly 40% average annual growth for that platform. Sacconaghi, however, simply worries the cars might be too old to generate those kind of numbers.“We struggle to see how Tesla can deliver a new volume offering prior to 2025,” added the analyst in his report. He rates shares Sell and has a $150 price target for the stock.Tesla has discussed making a lower-price EV several times. Recently on the company’s fourth-quarter conference call, CFO Zachary Kirkhorn said the “next-generation vehicle platform” was a priority. Details about what the cost and timing of a next platform have been thin, though. Tesla didn’t immediately respond to a request for comment about the development of a lower-price EV.A lower-price model would boost growth and open up more of the global car market to the EV leader. Roughly half of the cars sold in the U.S., excluding pickup trucks, cost less than $36,000. Today, Tesla doesn’t have a car that starts under $42,000.(Although, with the federal government’s new $7,500 purchase tax credit that was passed as part of the Inflation Reduction Act, a base Model 3 starts at about $36,000.)Tesla, of course, could also refresh the Model 3 and Model Y, making small changes and adding features. Such plans are something else investors should watch for on March 1. Tesla will also start delivering the Cybertruck in 2023, opening up the truck segment of the market to the company.For now, investors don’t appear to be worried about the next car. Tesla stock has climbed about 60% so far this year, but shares are still down about 28% over the past 12 months. The S&P 500 and Nasdaq Composite down about 7% and 14%, respectively, over the past year.A new lower-priced vehicle and a timeline for its production could be a positive fresh catalyst for Tesla stock next week. On the other hand, if the company doesn’t reveal a new low-price EV, that could mean the stock gives up some of its year-to-date gains.Sacconaghi rates Tesla shares Sell, but overall, 65% of analysts covering the stock rate it at Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 58%. The average analyst target price for Tesla is about $198 a share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957878756,"gmtCreate":1677194530576,"gmtModify":1677194532949,"author":{"id":"3575796148968609","authorId":"3575796148968609","name":"EngHup","avatar":"https://community-static.tradeup.com/news/0d43759f6bc949fa317f06a49f936466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575796148968609","authorIdStr":"3575796148968609"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957878756","repostId":"2313816482","repostType":4,"repost":{"id":"2313816482","pubTimestamp":1677189660,"share":"https://ttm.financial/m/news/2313816482?lang=&edition=fundamental","pubTime":"2023-02-24 06:01","market":"us","language":"en","title":"Beyond Meat Beats Expectations and Sees Margin Improving in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2313816482","media":"StreetInsider","summary":"Beyond Meat Inc(NASDAQ: BYND) was sizzling after the plant-based meat maker beat expectations for re","content":"<html><head></head><body><p>Beyond Meat Inc(NASDAQ: BYND) was sizzling after the plant-based meat maker beat expectations for revenue and profit in the fourth quarter and for the full year.</p><p>Shares of Beyond jumped 15.6% in after-hours trading and are up 38.9% so far this year.</p><p>Fourth-quarter revenue of $79.9 million was down 20.6% from the prior year but beat the expectation for $75.9M. The company’s net loss of $1.05 a share compared with the expected loss of $1.18 a share.</p><p>CEO Ethan Brown said: “We are making solid progress in our transition to a sustainable growth model, one that emphasizes the achievement of cash flow positive operations within the second half of 2023.”</p><p>Brown said the company is focused on reducing operating expenses, bringing inventory levels down and putting a bigger emphasis “on near-term retail and foodservice growth drivers while also supporting strategic key long-term partners and opportunities.” In the fourth quarter, gross margin was a negative 3.7%.</p><p>For the full year 2022, Beyond reported revenue of $418.9M, down 9.8% for the year, and a net loss of $5.75 a share. Both also beat expectations.</p><p>Beyond expects full-year 2023 revenue of $375M to $415M. Analysts were expecting $391.4M. And the company said gross margin is expected to be in the low double-digit range, increasing sequentially throughout the year.</p><p>Brown highlighted some of Beyond’s innovations, including its Beyond Steak product and the newly introduced McPlant Nuggets in Germany, the second plant-based protein co-developed with Beyond Meat as part of the McPlant platform, it said.</p><p>“As we navigate current conditions, we remain intently focused on positioning Beyond Meat to capture the vast opportunity to be a major protein provider in the $1.4 trillion meat industry and play a leadership role in transitioning global consumers to delicious plant-based meats in support of critically important health, climate, environmental, and animal welfare objectives,” Brown said.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beyond Meat Beats Expectations and Sees Margin Improving in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nBeyond Meat Beats Expectations and Sees Margin Improving in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-24 06:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=21271079><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Beyond Meat Inc(NASDAQ: BYND) was sizzling after the plant-based meat maker beat expectations for revenue and profit in the fourth quarter and for the full year.Shares of Beyond jumped 15.6% in after-...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=21271079\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.streetinsider.com/dr/news.php?id=21271079","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313816482","content_text":"Beyond Meat Inc(NASDAQ: BYND) was sizzling after the plant-based meat maker beat expectations for revenue and profit in the fourth quarter and for the full year.Shares of Beyond jumped 15.6% in after-hours trading and are up 38.9% so far this year.Fourth-quarter revenue of $79.9 million was down 20.6% from the prior year but beat the expectation for $75.9M. The company’s net loss of $1.05 a share compared with the expected loss of $1.18 a share.CEO Ethan Brown said: “We are making solid progress in our transition to a sustainable growth model, one that emphasizes the achievement of cash flow positive operations within the second half of 2023.”Brown said the company is focused on reducing operating expenses, bringing inventory levels down and putting a bigger emphasis “on near-term retail and foodservice growth drivers while also supporting strategic key long-term partners and opportunities.” In the fourth quarter, gross margin was a negative 3.7%.For the full year 2022, Beyond reported revenue of $418.9M, down 9.8% for the year, and a net loss of $5.75 a share. Both also beat expectations.Beyond expects full-year 2023 revenue of $375M to $415M. Analysts were expecting $391.4M. And the company said gross margin is expected to be in the low double-digit range, increasing sequentially throughout the year.Brown highlighted some of Beyond’s innovations, including its Beyond Steak product and the newly introduced McPlant Nuggets in Germany, the second plant-based protein co-developed with Beyond Meat as part of the McPlant platform, it said.“As we navigate current conditions, we remain intently focused on positioning Beyond Meat to capture the vast opportunity to be a major protein provider in the $1.4 trillion meat industry and play a leadership role in transitioning global consumers to delicious plant-based meats in support of critically important health, climate, environmental, and animal welfare objectives,” Brown said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957878598,"gmtCreate":1677194523014,"gmtModify":1677194524637,"author":{"id":"3575796148968609","authorId":"3575796148968609","name":"EngHup","avatar":"https://community-static.tradeup.com/news/0d43759f6bc949fa317f06a49f936466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575796148968609","authorIdStr":"3575796148968609"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957878598","repostId":"2313481648","repostType":4,"repost":{"id":"2313481648","pubTimestamp":1677190020,"share":"https://ttm.financial/m/news/2313481648?lang=&edition=fundamental","pubTime":"2023-02-24 06:07","market":"us","language":"en","title":"Carvana Reports Wider Loss in Q4 As Falling Used-Car Prices Weigh","url":"https://stock-news.laohu8.com/highlight/detail?id=2313481648","media":"StreetInsider","summary":"Carvana reported Thursday a much wider than expected loss as a fall in used-car prices and spike in ","content":"<html><head></head><body><p>Carvana reported Thursday a much wider than expected loss as a fall in used-car prices and spike in interest rates drove up costs.</p><p>Carvana Co (NYSE: CVNA) fell more than 2% in after-hours trading following the report.</p><p>The e-commerce used-car platform reported a loss of $7.61 a share on revenue of $2.84 billion, compared with street estimates for a loss of $2.12 a share on revenue of $3.07B.</p><p>Retail units sold slumped 23% to 86,977, with total gross profit per unit falling by $2,347 to $2,219.</p><p>Looking ahead, the company warned of a further drop in sales, forecasting a “sequential reduction in retail units sold in Q1 2023 compared to Q4 2022.”</p><p>Still, Carvana touted a route to profitability on expectations that sales volume will stabilize and the reduction in inventory will boost retail gross profit per unit in the subsequent quarter after Q1.</p><p>&#34;On GPU, we currently expect a sequential increase in Total GPU in Q1 2023 compared to Q4 2022,&#34; the company said.</p><p>“We expect the combination of these three factors to lead to significantly improved Adjusted EBITDA over the next two quarters,” it added.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Carvana Reports Wider Loss in Q4 As Falling Used-Car Prices Weigh</title>\n<style 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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\">\nCarvana Reports Wider Loss in Q4 As Falling Used-Car Prices Weigh\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-24 06:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=21271189><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Carvana reported Thursday a much wider than expected loss as a fall in used-car prices and spike in interest rates drove up costs.Carvana Co (NYSE: CVNA) fell more than 2% in after-hours trading ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=21271189\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVNA":"Carvana Co."},"source_url":"https://www.streetinsider.com/dr/news.php?id=21271189","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313481648","content_text":"Carvana reported Thursday a much wider than expected loss as a fall in used-car prices and spike in interest rates drove up costs.Carvana Co (NYSE: CVNA) fell more than 2% in after-hours trading following the report.The e-commerce used-car platform reported a loss of $7.61 a share on revenue of $2.84 billion, compared with street estimates for a loss of $2.12 a share on revenue of $3.07B.Retail units sold slumped 23% to 86,977, with total gross profit per unit falling by $2,347 to $2,219.Looking ahead, the company warned of a further drop in sales, forecasting a “sequential reduction in retail units sold in Q1 2023 compared to Q4 2022.”Still, Carvana touted a route to profitability on expectations that sales volume will stabilize and the reduction in inventory will boost retail gross profit per unit in the subsequent quarter after Q1.\"On GPU, we currently expect a sequential increase in Total GPU in Q1 2023 compared to Q4 2022,\" the company said.“We expect the combination of these three factors to lead to significantly improved Adjusted EBITDA over the next two quarters,” it 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days ahead","listText":"Scary days ahead","text":"Scary days 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07:53","market":"us","language":"en","title":"Is Apple Stock A Buy Before Upcoming Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2254859517","media":"seekingalpha","summary":"SummaryEarnings season hits its peak this week. Apple reports earnings after the bell on Thursday, J","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Earnings season hits its peak this week. Apple reports earnings after the bell on Thursday, July 28th.</li><li>It&#39;s a do-or-die moment for the stock market. The FOMC meeting wraps up on Wednesday before a rush of Big Tech earnings reports.</li><li>Why Apple is one of the most thematic stocks of 2022, and why I think the market is uniquely vulnerable to being routed this week.</li><li>Apple comes to the corporate confessional booth after the bell Thursday. but will the stock deliver? We consider the angles.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cc3520820f72789188c257042356f8e\" tg-width=\"1080\" tg-height=\"815\" referrerpolicy=\"no-referrer\"/><span>Pasticcio/iStock via Getty Images</span></p><p>Studying abroad in Barcelona a few years back, there was a bar popular with American and British students called Dow Jones. At the bar, the price of drinks rose and fell like the stock market. When prices werehigh, you were better off sitting tight. When prices crashed, it was time to buy. Of course, at Dow Jones, most everyone got drunk and wandered off at the end of the night empty-handed. Lo and behold, the pandemic came out of nowhere a few years later, and $5+ trillion in stimulus and QE turned the global market for stocks and housing into the Dow Jones bar. To this point, Apple Inc. (NASDAQ:AAPL) reports earnings Thursday of this week after skyrocketing in price during the pandemic. As the most popular stock among retail investors, Apple&#39;s business success in its Q3 fiscal quarter earnings will be an important litmus test for whether the pandemic bull market was for real or was only a temporary high driven by government borrowing and fiscal stimulus. Up until late fall, Apple looked invincible, but investors are starting to question the status quo rather than accept it at face value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/734a504384f29600759e772a7b89cbbb\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>As of my writing this, AAPL has spun up to $154, making this the third sharp rally in the last six months. But every time this has happened, the stock has sold off right back to where it came from and made a new low.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15de93febc7a103afa01188527f76bfa\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Let&#39;s look at the fundamentals.</p><p><b>Is Apple Doing Well Financially?</b></p><p>Yes, but is the current pace sustainable?</p><p>Apple did extraordinarily well financially during the pandemic. Consumers were stuck at home and got hefty amounts of stimulus, funneling spending towards goods, especially tech. Apple did very well to manage the supply chain and was able to keep its products in stock far better than its competitors could.</p><p>But now, as consumer spending shifts from goods back to services like travel, dining out, and live entertainment, it&#39;s an open question whether this pace will continue. For example, the used-car market is still heavily out of whack, and consumers not wanting to deal with the supply chain and continued issues like chip shortages seem happy to direct spending towards areas less impacted.</p><p>Apple&#39;s success is one of the most thematic stories of the pandemic. A $1400 stimulus check would buy an upgraded iPhone and a few meals out, and that&#39;s exactly what many consumers seemed to do in 2021 as AAPL&#39;s earnings nearly doubled from pre-pandemic levels. But the history of AAPL will tell you that it&#39;s a cyclical stock, and earnings are more than capable of falling. Apple is doing well financially, but the assumptions being made about the company&#39;s future growth by retail investors are not realistic and were likely driven by a massive rush of stimulus in 2021, rather than long-term, sustainable business fundamentals. Bulls want Apple&#39;s growth to be secular, while the bears&#39; argument is that like many other pandemic winners, Apple&#39;s growth trajectory was simply pulled forward by the pandemic, not permanently increased.</p><p><b>Does AAPL&#39;s Valuation Make Sense?</b></p><p>Not really.</p><p>A basic test when analyzing a stock that has gone up a lot over the past few years is to see if the change in price has been primarily driven by earnings (business success), or if the multiple investors are willing to payhas expanded (speculation). Sometimes stocks can change the narrative and find new ways to grow, and end up deserving a higher multiple. More commonly, investors and sell-side analysts fall in love with stocks and end up overpaying.</p><p>AAPL&#39;s multiple went from about 10x seven years ago to over 30x during the pandemic! This means the stock price increases have dramatically outrun their business success. Analysts make the argument that AAPL changed everything by building services revenue, but I think this is way overdone.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59b1cd6d62f4b5b338dbd779b9aaccd2\" tg-width=\"640\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/><span>AAPL PE Ratio Over Time (MacroTrends)</span></p><p>But when you dig into the story of services-you realize that the growth in services is going to be seriously constrained by antitrust issues going forward. Google is now paying Apple a little less than $20 billion per year to be the default search engine in Safari. By my count, that&#39;s nearly 20% of AAPL&#39;s net income from one client,which just so happens to be another massive tech company less than a 20 minutes drive away!</p><p>Monetizing the services platform sounds great on quarterly conference calls. But do the US or EU governments agree that the App Store monopoly or these types of arrangements with competitors are okay to have in a democracy? They generally don&#39;t, and antitrust cases will be a mounting drain on Apple&#39;s resources to defend. There&#39;s an index called the Herfindahl-Hirschman Index (HHI) that provides clues. Governments use the HHI to determine when to launch antitrust lawsuits against companies, and studies show that this index is useful in multiple ways at predicting when companies will underperform. It&#39;s used both to gauge anticompetitive incentives in the marketplace and alternately, to gauge index concentration in the S&amp;P 500 (SPY). What does this mean?</p><ul><li>High HHI predicts low future returns for Big Tech.</li><li>HHI for tech, in general, has risen dramatically over the past 10 years.</li><li>Antitrust action isbad for future stock returns.</li></ul><p>Apple&#39;s services business is a great profit center, but it&#39;s not something that is going to double every 3-4 years going forward. Their revenue from services could easily stagnate as the enforcement environment for antitrust heats up.</p><p><b>Will Apple Beat Earnings?</b></p><p>For the quarter? Probably. But going forward, the picture is much murkier.</p><p>Apple is expected to report $1.15 in quarterly earnings on Thursday. Like almost all tech companies, this number is somewhat sandbagged, so AAPL should report a &#34;beat&#34; of at least 2-3 cents. But the more interesting question is what will happen 6-12 months down the road. Apple so far has declined to give earnings guidance since the pandemic. I believe this is a serious mistake given that it removes transparency from the marketplace and is causing retail investors to chase mania and hype.</p><p>Wall Street analysts expect 9% earnings growth for FY 2022, 6% for 2023, and 4% for 2024. Given that AAPL is trading for 25x earnings at the moment, this isn&#39;t giving you much of a margin of safety. There are so many disconnects with Apple stock, but this is one of the larger ones. The great thing about Apple was as much as the company had gone up over time, the stock was relatively cheap. This all changed in the summer/fall of 2019 and accelerated into the pandemic when AAPL stock quadrupled. Earnings increased 2x, but for the stock to go up over 4x makes a prima facie case that some real business success got whipped up into hype.</p><p><b>What Is Apple&#39;s Long-Term Outlook?</b></p><p>AAPL will likely be fine in the long run. But if you&#39;re buying the stock now, I believe you&#39;re overpaying. Earnings are at a cyclical peak and are likely to decline, and when this happens, the multiple is going to need to come back closer to its historical range.</p><p>This isn&#39;t an exact science, but a 20% decrease in earnings to $5 or so and a 20% decrease in the PE multiple to around 20x implies a price target for AAPL of around $100. The pendulum tends to swing the other way on the downside, and I wouldn&#39;t be surprised to see this stock at $80 if the hype fades away (note that AAPL would be nicely undervalued at that price). If you have a very long timeframe, I think you&#39;ll make money in AAPL. But the current price doesn&#39;t make much sense. You&#39;re looking at a total return of perhaps 5-6% annually by buying at today&#39;s price, less than the market at large and far less than you could make if you were willing to take time and dig into the financials of the companies you invest in.</p><p><b>Is AAPL A Buy, Sell, Or Hold?</b></p><p>I believe AAPL is a sell here.</p><p>This is a uniquely wild week for stocks. We have the Fed meeting at 2:00 PM Eastern on Wednesday, and it&#39;s coming before an onslaught of Big Tech earnings, including Microsoft (MSFT), Amazon (AMZN), and of course, Apple.</p><p>I&#39;ve covered this several times before, but 2021 was the best year ever for corporate profits in the US, smashing 2019&#39;s record by roughly 30%. So far, Wall Street is operating under the assumption that corporate profits will be permanently higher than they were pre-pandemic. However, unless you believe government money printing is a cheat code to prosperity, this almost certainly is not true. This week could very well be when the easy-street perception is truly shattered for stocks.</p><p>So far, the entire move down in stocks has come from market participants lowering the multiples on stocks, rather than analysts marking down earnings estimates. If the current crop of Big Tech companies ends up showing that their earnings are cyclical in the end and they can&#39;t grow EPS at double-digit compound annual rates going forward, there is a serious shoe to drop in the market. Look at the gap here between discount rates and earnings from Bridgewater from a few weeks ago-something has to give.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8d1baea32d8a2952f28991aee1a11f7\" tg-width=\"640\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/><span>Fed Vs. Earnings (Bridgewater)</span></p><p>The market is uniquely vulnerable this week because the Fed is going to hike rates another 75 basis points or more, and then Big Tech companies report earnings. If the Fed comes out much more hawkish than expected and Big Tech comes out afterward on Wednesday and Thursday and whiffs on earnings, it&#39;s checkmate for the current rally in stocks. It&#39;s not certain that this will happen, but rarely is there such a clear path to stocks being routed like this in such a short period of time.</p><p><b>Bottom Line</b></p><p>Nothing is certain in the stock market, but Apple&#39;s stock has increasingly come unhinged from its business, not much different than how the price of drinks did at the Dow Jones bar years ago in Spain. Apple is far from the only company to have this happen during the past couple of years, but the popularity of the stock makes Apple one of the more thematic examples of this trend. Apple&#39;s last two quarters haven&#39;t been great, and I think the stock is quite vulnerable here. Don&#39;t buy this stock, and sell some if you own it. I get that Apple shareholders have done extremely well over the years, but the choice is clear. Diversify some money out of Apple, pay some capital gains taxes, and put the money to work anywhere else in areas where valuations are more in line with fundamentals.</p><p><i>This article was written by Logan Kane</i></p><p><i>This article is for reference only</i></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>Is Apple Stock A Buy Before Upcoming Earnings?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple Stock A Buy Before Upcoming Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-26 07:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4525564-is-apple-stock-buy-before-upcoming-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryEarnings season hits its peak this week. Apple reports earnings after the bell on Thursday, July 28th.It's a do-or-die moment for the stock market. The FOMC meeting wraps up on Wednesday before...</p>\n\n<a href=\"https://seekingalpha.com/article/4525564-is-apple-stock-buy-before-upcoming-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4525564-is-apple-stock-buy-before-upcoming-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2254859517","content_text":"SummaryEarnings season hits its peak this week. Apple reports earnings after the bell on Thursday, July 28th.It's a do-or-die moment for the stock market. The FOMC meeting wraps up on Wednesday before a rush of Big Tech earnings reports.Why Apple is one of the most thematic stocks of 2022, and why I think the market is uniquely vulnerable to being routed this week.Apple comes to the corporate confessional booth after the bell Thursday. but will the stock deliver? We consider the angles.Pasticcio/iStock via Getty ImagesStudying abroad in Barcelona a few years back, there was a bar popular with American and British students called Dow Jones. At the bar, the price of drinks rose and fell like the stock market. When prices werehigh, you were better off sitting tight. When prices crashed, it was time to buy. Of course, at Dow Jones, most everyone got drunk and wandered off at the end of the night empty-handed. Lo and behold, the pandemic came out of nowhere a few years later, and $5+ trillion in stimulus and QE turned the global market for stocks and housing into the Dow Jones bar. To this point, Apple Inc. (NASDAQ:AAPL) reports earnings Thursday of this week after skyrocketing in price during the pandemic. As the most popular stock among retail investors, Apple's business success in its Q3 fiscal quarter earnings will be an important litmus test for whether the pandemic bull market was for real or was only a temporary high driven by government borrowing and fiscal stimulus. Up until late fall, Apple looked invincible, but investors are starting to question the status quo rather than accept it at face value.Data by YChartsAs of my writing this, AAPL has spun up to $154, making this the third sharp rally in the last six months. But every time this has happened, the stock has sold off right back to where it came from and made a new low.Data by YChartsLet's look at the fundamentals.Is Apple Doing Well Financially?Yes, but is the current pace sustainable?Apple did extraordinarily well financially during the pandemic. Consumers were stuck at home and got hefty amounts of stimulus, funneling spending towards goods, especially tech. Apple did very well to manage the supply chain and was able to keep its products in stock far better than its competitors could.But now, as consumer spending shifts from goods back to services like travel, dining out, and live entertainment, it's an open question whether this pace will continue. For example, the used-car market is still heavily out of whack, and consumers not wanting to deal with the supply chain and continued issues like chip shortages seem happy to direct spending towards areas less impacted.Apple's success is one of the most thematic stories of the pandemic. A $1400 stimulus check would buy an upgraded iPhone and a few meals out, and that's exactly what many consumers seemed to do in 2021 as AAPL's earnings nearly doubled from pre-pandemic levels. But the history of AAPL will tell you that it's a cyclical stock, and earnings are more than capable of falling. Apple is doing well financially, but the assumptions being made about the company's future growth by retail investors are not realistic and were likely driven by a massive rush of stimulus in 2021, rather than long-term, sustainable business fundamentals. Bulls want Apple's growth to be secular, while the bears' argument is that like many other pandemic winners, Apple's growth trajectory was simply pulled forward by the pandemic, not permanently increased.Does AAPL's Valuation Make Sense?Not really.A basic test when analyzing a stock that has gone up a lot over the past few years is to see if the change in price has been primarily driven by earnings (business success), or if the multiple investors are willing to payhas expanded (speculation). Sometimes stocks can change the narrative and find new ways to grow, and end up deserving a higher multiple. More commonly, investors and sell-side analysts fall in love with stocks and end up overpaying.AAPL's multiple went from about 10x seven years ago to over 30x during the pandemic! This means the stock price increases have dramatically outrun their business success. Analysts make the argument that AAPL changed everything by building services revenue, but I think this is way overdone.AAPL PE Ratio Over Time (MacroTrends)But when you dig into the story of services-you realize that the growth in services is going to be seriously constrained by antitrust issues going forward. Google is now paying Apple a little less than $20 billion per year to be the default search engine in Safari. By my count, that's nearly 20% of AAPL's net income from one client,which just so happens to be another massive tech company less than a 20 minutes drive away!Monetizing the services platform sounds great on quarterly conference calls. But do the US or EU governments agree that the App Store monopoly or these types of arrangements with competitors are okay to have in a democracy? They generally don't, and antitrust cases will be a mounting drain on Apple's resources to defend. There's an index called the Herfindahl-Hirschman Index (HHI) that provides clues. Governments use the HHI to determine when to launch antitrust lawsuits against companies, and studies show that this index is useful in multiple ways at predicting when companies will underperform. It's used both to gauge anticompetitive incentives in the marketplace and alternately, to gauge index concentration in the S&P 500 (SPY). What does this mean?High HHI predicts low future returns for Big Tech.HHI for tech, in general, has risen dramatically over the past 10 years.Antitrust action isbad for future stock returns.Apple's services business is a great profit center, but it's not something that is going to double every 3-4 years going forward. Their revenue from services could easily stagnate as the enforcement environment for antitrust heats up.Will Apple Beat Earnings?For the quarter? Probably. But going forward, the picture is much murkier.Apple is expected to report $1.15 in quarterly earnings on Thursday. Like almost all tech companies, this number is somewhat sandbagged, so AAPL should report a \"beat\" of at least 2-3 cents. But the more interesting question is what will happen 6-12 months down the road. Apple so far has declined to give earnings guidance since the pandemic. I believe this is a serious mistake given that it removes transparency from the marketplace and is causing retail investors to chase mania and hype.Wall Street analysts expect 9% earnings growth for FY 2022, 6% for 2023, and 4% for 2024. Given that AAPL is trading for 25x earnings at the moment, this isn't giving you much of a margin of safety. There are so many disconnects with Apple stock, but this is one of the larger ones. The great thing about Apple was as much as the company had gone up over time, the stock was relatively cheap. This all changed in the summer/fall of 2019 and accelerated into the pandemic when AAPL stock quadrupled. Earnings increased 2x, but for the stock to go up over 4x makes a prima facie case that some real business success got whipped up into hype.What Is Apple's Long-Term Outlook?AAPL will likely be fine in the long run. But if you're buying the stock now, I believe you're overpaying. Earnings are at a cyclical peak and are likely to decline, and when this happens, the multiple is going to need to come back closer to its historical range.This isn't an exact science, but a 20% decrease in earnings to $5 or so and a 20% decrease in the PE multiple to around 20x implies a price target for AAPL of around $100. The pendulum tends to swing the other way on the downside, and I wouldn't be surprised to see this stock at $80 if the hype fades away (note that AAPL would be nicely undervalued at that price). If you have a very long timeframe, I think you'll make money in AAPL. But the current price doesn't make much sense. You're looking at a total return of perhaps 5-6% annually by buying at today's price, less than the market at large and far less than you could make if you were willing to take time and dig into the financials of the companies you invest in.Is AAPL A Buy, Sell, Or Hold?I believe AAPL is a sell here.This is a uniquely wild week for stocks. We have the Fed meeting at 2:00 PM Eastern on Wednesday, and it's coming before an onslaught of Big Tech earnings, including Microsoft (MSFT), Amazon (AMZN), and of course, Apple.I've covered this several times before, but 2021 was the best year ever for corporate profits in the US, smashing 2019's record by roughly 30%. So far, Wall Street is operating under the assumption that corporate profits will be permanently higher than they were pre-pandemic. However, unless you believe government money printing is a cheat code to prosperity, this almost certainly is not true. This week could very well be when the easy-street perception is truly shattered for stocks.So far, the entire move down in stocks has come from market participants lowering the multiples on stocks, rather than analysts marking down earnings estimates. If the current crop of Big Tech companies ends up showing that their earnings are cyclical in the end and they can't grow EPS at double-digit compound annual rates going forward, there is a serious shoe to drop in the market. Look at the gap here between discount rates and earnings from Bridgewater from a few weeks ago-something has to give.Fed Vs. Earnings (Bridgewater)The market is uniquely vulnerable this week because the Fed is going to hike rates another 75 basis points or more, and then Big Tech companies report earnings. If the Fed comes out much more hawkish than expected and Big Tech comes out afterward on Wednesday and Thursday and whiffs on earnings, it's checkmate for the current rally in stocks. It's not certain that this will happen, but rarely is there such a clear path to stocks being routed like this in such a short period of time.Bottom LineNothing is certain in the stock market, but Apple's stock has increasingly come unhinged from its business, not much different than how the price of drinks did at the Dow Jones bar years ago in Spain. Apple is far from the only company to have this happen during the past couple of years, but the popularity of the stock makes Apple one of the more thematic examples of this trend. Apple's last two quarters haven't been great, and I think the stock is quite vulnerable here. Don't buy this stock, and sell some if you own it. I get that Apple shareholders have done extremely well over the years, but the choice is clear. Diversify some money out of Apple, pay some capital gains taxes, and put the money to work anywhere else in areas where valuations are more in line with fundamentals.This article was written by Logan KaneThis article is for reference only","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957878756,"gmtCreate":1677194530576,"gmtModify":1677194532949,"author":{"id":"3575796148968609","authorId":"3575796148968609","name":"EngHup","avatar":"https://community-static.tradeup.com/news/0d43759f6bc949fa317f06a49f936466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575796148968609","idStr":"3575796148968609"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957878756","repostId":"2313816482","repostType":4,"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980249680,"gmtCreate":1665752941940,"gmtModify":1676537659924,"author":{"id":"3575796148968609","authorId":"3575796148968609","name":"EngHup","avatar":"https://community-static.tradeup.com/news/0d43759f6bc949fa317f06a49f936466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575796148968609","idStr":"3575796148968609"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a><v-v data-views=\"1\"></v-v>","text":"$Grab Holdings(GRAB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980249680","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910786369,"gmtCreate":1663684332151,"gmtModify":1676537315380,"author":{"id":"3575796148968609","authorId":"3575796148968609","name":"EngHup","avatar":"https://community-static.tradeup.com/news/0d43759f6bc949fa317f06a49f936466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575796148968609","idStr":"3575796148968609"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9910786369","isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4109461531395300","authorId":"4109461531395300","name":"mars_venus","avatar":"https://community-static.tradeup.com/news/ea793d9d9a87db218b2f1749bf6ddfee","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4109461531395300","idStr":"4109461531395300"},"content":"[Dollars][Dollars][Dollars][Bullish][Bullish][Bullish]","text":"[Dollars][Dollars][Dollars][Bullish][Bullish][Bullish]","html":"[Dollars][Dollars][Dollars][Bullish][Bullish][Bullish]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957876011,"gmtCreate":1677194539733,"gmtModify":1677194543110,"author":{"id":"3575796148968609","authorId":"3575796148968609","name":"EngHup","avatar":"https://community-static.tradeup.com/news/0d43759f6bc949fa317f06a49f936466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575796148968609","idStr":"3575796148968609"},"themes":[],"htmlText":"Yes i agree","listText":"Yes i agree","text":"Yes i agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957876011","repostId":"2313887442","repostType":4,"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986987403,"gmtCreate":1666877288302,"gmtModify":1676537821615,"author":{"id":"3575796148968609","authorId":"3575796148968609","name":"EngHup","avatar":"https://community-static.tradeup.com/news/0d43759f6bc949fa317f06a49f936466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575796148968609","idStr":"3575796148968609"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a><v-v data-views=\"1\"></v-v>","text":"$Tiger Brokers(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986987403","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912611678,"gmtCreate":1664816225994,"gmtModify":1676537512892,"author":{"id":"3575796148968609","authorId":"3575796148968609","name":"EngHup","avatar":"https://community-static.tradeup.com/news/0d43759f6bc949fa317f06a49f936466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575796148968609","idStr":"3575796148968609"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912611678","isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072677297,"gmtCreate":1658031670219,"gmtModify":1676536096373,"author":{"id":"3575796148968609","authorId":"3575796148968609","name":"EngHup","avatar":"https://community-static.tradeup.com/news/0d43759f6bc949fa317f06a49f936466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575796148968609","idStr":"3575796148968609"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> hopefully go up soon","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> hopefully go up soon","text":"$Palantir Technologies Inc.(PLTR)$ hopefully go up soon","images":[{"img":"https://community-static.tradeup.com/news/1c188f97705906851187a22c7ca964d4","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072677297","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9078205314,"gmtCreate":1657686023738,"gmtModify":1676536046439,"author":{"id":"3575796148968609","authorId":"3575796148968609","name":"EngHup","avatar":"https://community-static.tradeup.com/news/0d43759f6bc949fa317f06a49f936466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575796148968609","idStr":"3575796148968609"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078205314","repostId":"2251976459","repostType":4,"repost":{"id":"2251976459","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1657666789,"share":"https://ttm.financial/m/news/2251976459?lang=&edition=fundamental","pubTime":"2022-07-13 06:59","market":"us","language":"en","title":"US STOCKS-Wall Street Tumbles at Close As Worries Mount Ahead of CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=2251976459","media":"Reuters","summary":"* Treasury yield inversion stokes recession worries* Boeing jumps, deliveries reach highest monthly ","content":"<html><head></head><body><p>* Treasury yield inversion stokes recession worries</p><p>* Boeing jumps, deliveries reach highest monthly level in 3 years</p><p>* Gap slides on CEO exit, outlook</p><p>* Indexes fall: Dow 0.62%, S&amp;P 0.92%, Nasdaq 0.95%</p><p>(Reuters) - Wall Street ended in negative territory on Tuesday as growing signs of recession kept buyers out of the equities market ahead of inflation data.</p><p>While all three major U.S. stock indexes seesawed between modest gains and losses earlier in the session, they turned sharply lower late in the day as Wednesday&#39;s Consumer Prices report from the Labor Department drew near, with big bank earnings looming later in the week.</p><p>&#34;(Investors are) waiting to hear what happens with CPI and earnings,&#34; said Brent Schutte, chief investment officer at Northwestern Mutual Wealth Management Company, in Milwaukee, Wisconsin. &#34;For several months we&#39;ve swung back and forth between inflation fears and recession fears, almost on a daily basis.&#34;</p><p>&#34;We have really confused investors who have chosen to go on a buyers strike,&#34; Schutte added. &#34;I don’t hear many people saying &#39;buy the dip.&#39;&#34;</p><p>While the CPI report is expected to show inflation gathered heat in June, the so-called &#34;core&#34; CPI, which strips away volatile food and energy prices, is seen offering further confirmation that inflation has peaked, which could potentially convince the Federal Reserve to ease on its policy tightening in autumn.</p><p>Paul Kim, chief executive officer at Simplify ETFs in New York, expects year-on-year topline CPI to &#34;be in the high eight or potentially even nine percentage range, and with inflation that high, the Fed has only one thing in mind.&#34;</p><p>Worries that overly aggressive moves by the Fed to reign in decades-high inflation could push the economy over the brink of recession were exacerbated by the steepest inversion of the 2 year and 10 year Treasury yields since at least March 2010, a potential signal of near-term risk and economic contraction.</p><p>The market expects the central bank to raise the key Fed funds target rate by 75 basis points at the conclusion of its July policy meeting, which would mark its third consecutive interest rate hike.</p><p>The Dow Jones Industrial Average fell 192.51 points, or 0.62%, to 30,981.33, the S&amp;P 500 lost 35.63 points, or 0.92%, to 3,818.8 and the Nasdaq Composite dropped 107.87 points, or 0.95%, to 11,264.73.</p><p>All 11 major sectors in the S&amp;P 500 fell, with energy shares, weighed down by plunging crude prices, suffering the largest percentage loss.</p><p>The second-quarter reporting season will hit full stride later in the week as JPMorgan Chase &amp; Co, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, Citigroup and Wells Fargo &amp; Co post results.</p><p>As of Friday, analysts saw aggregate annual S&amp;P earnings growth of 5.7% for the April to June period, down from the 6.8% forecast at the beginning of the quarter, according to Refinitiv.</p><p>PepsiCo got the ball rolling this week by beating its quarterly earnings estimates and announced it could increase prices amid resilient demand.</p><p>Shares of Boeing Co jumped 7.4% after the plane maker&#39;s June aircraft deliveries hit the highest monthly level since March 2019.</p><p>That news, along with falling energy prices, helped the S&amp;P 1500 Air Lines index rise 6.1%.</p><p>Apparel retailer Gap Inc fell 5.0% following its announcement that its CEO would step down, and that margins would stay under pressure in the second quarter due to input costs.</p><p>Software provider Service Now plunged 12.7% after its CEO&#39;s remarks about macro headwinds and currency pressures. Other software companies, including Salesforce.com   , Paycom Software, Intuit and Microsoft, were also down.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.37-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted one new 52-week high and 30 new lows; the Nasdaq Composite recorded 13 new highs and 145 new lows.</p><p>Volume on U.S. exchanges was 9.86 billion shares, compared with the 12.79 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Tumbles at Close As Worries Mount Ahead of CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Tumbles at Close As Worries Mount Ahead of CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-13 06:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Treasury yield inversion stokes recession worries</p><p>* Boeing jumps, deliveries reach highest monthly level in 3 years</p><p>* Gap slides on CEO exit, outlook</p><p>* Indexes fall: Dow 0.62%, S&amp;P 0.92%, Nasdaq 0.95%</p><p>(Reuters) - Wall Street ended in negative territory on Tuesday as growing signs of recession kept buyers out of the equities market ahead of inflation data.</p><p>While all three major U.S. stock indexes seesawed between modest gains and losses earlier in the session, they turned sharply lower late in the day as Wednesday&#39;s Consumer Prices report from the Labor Department drew near, with big bank earnings looming later in the week.</p><p>&#34;(Investors are) waiting to hear what happens with CPI and earnings,&#34; said Brent Schutte, chief investment officer at Northwestern Mutual Wealth Management Company, in Milwaukee, Wisconsin. &#34;For several months we&#39;ve swung back and forth between inflation fears and recession fears, almost on a daily basis.&#34;</p><p>&#34;We have really confused investors who have chosen to go on a buyers strike,&#34; Schutte added. &#34;I don’t hear many people saying &#39;buy the dip.&#39;&#34;</p><p>While the CPI report is expected to show inflation gathered heat in June, the so-called &#34;core&#34; CPI, which strips away volatile food and energy prices, is seen offering further confirmation that inflation has peaked, which could potentially convince the Federal Reserve to ease on its policy tightening in autumn.</p><p>Paul Kim, chief executive officer at Simplify ETFs in New York, expects year-on-year topline CPI to &#34;be in the high eight or potentially even nine percentage range, and with inflation that high, the Fed has only one thing in mind.&#34;</p><p>Worries that overly aggressive moves by the Fed to reign in decades-high inflation could push the economy over the brink of recession were exacerbated by the steepest inversion of the 2 year and 10 year Treasury yields since at least March 2010, a potential signal of near-term risk and economic contraction.</p><p>The market expects the central bank to raise the key Fed funds target rate by 75 basis points at the conclusion of its July policy meeting, which would mark its third consecutive interest rate hike.</p><p>The Dow Jones Industrial Average fell 192.51 points, or 0.62%, to 30,981.33, the S&amp;P 500 lost 35.63 points, or 0.92%, to 3,818.8 and the Nasdaq Composite dropped 107.87 points, or 0.95%, to 11,264.73.</p><p>All 11 major sectors in the S&amp;P 500 fell, with energy shares, weighed down by plunging crude prices, suffering the largest percentage loss.</p><p>The second-quarter reporting season will hit full stride later in the week as JPMorgan Chase &amp; Co, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, Citigroup and Wells Fargo &amp; Co post results.</p><p>As of Friday, analysts saw aggregate annual S&amp;P earnings growth of 5.7% for the April to June period, down from the 6.8% forecast at the beginning of the quarter, according to Refinitiv.</p><p>PepsiCo got the ball rolling this week by beating its quarterly earnings estimates and announced it could increase prices amid resilient demand.</p><p>Shares of Boeing Co jumped 7.4% after the plane maker&#39;s June aircraft deliveries hit the highest monthly level since March 2019.</p><p>That news, along with falling energy prices, helped the S&amp;P 1500 Air Lines index rise 6.1%.</p><p>Apparel retailer Gap Inc fell 5.0% following its announcement that its CEO would step down, and that margins would stay under pressure in the second quarter due to input costs.</p><p>Software provider Service Now plunged 12.7% after its CEO&#39;s remarks about macro headwinds and currency pressures. Other software companies, including Salesforce.com   , Paycom Software, Intuit and Microsoft, were also down.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.37-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted one new 52-week high and 30 new lows; the Nasdaq Composite recorded 13 new highs and 145 new lows.</p><p>Volume on U.S. exchanges was 9.86 billion shares, compared with the 12.79 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251976459","content_text":"* Treasury yield inversion stokes recession worries* Boeing jumps, deliveries reach highest monthly level in 3 years* Gap slides on CEO exit, outlook* Indexes fall: Dow 0.62%, S&P 0.92%, Nasdaq 0.95%(Reuters) - Wall Street ended in negative territory on Tuesday as growing signs of recession kept buyers out of the equities market ahead of inflation data.While all three major U.S. stock indexes seesawed between modest gains and losses earlier in the session, they turned sharply lower late in the day as Wednesday's Consumer Prices report from the Labor Department drew near, with big bank earnings looming later in the week.\"(Investors are) waiting to hear what happens with CPI and earnings,\" said Brent Schutte, chief investment officer at Northwestern Mutual Wealth Management Company, in Milwaukee, Wisconsin. \"For several months we've swung back and forth between inflation fears and recession fears, almost on a daily basis.\"\"We have really confused investors who have chosen to go on a buyers strike,\" Schutte added. \"I don’t hear many people saying 'buy the dip.'\"While the CPI report is expected to show inflation gathered heat in June, the so-called \"core\" CPI, which strips away volatile food and energy prices, is seen offering further confirmation that inflation has peaked, which could potentially convince the Federal Reserve to ease on its policy tightening in autumn.Paul Kim, chief executive officer at Simplify ETFs in New York, expects year-on-year topline CPI to \"be in the high eight or potentially even nine percentage range, and with inflation that high, the Fed has only one thing in mind.\"Worries that overly aggressive moves by the Fed to reign in decades-high inflation could push the economy over the brink of recession were exacerbated by the steepest inversion of the 2 year and 10 year Treasury yields since at least March 2010, a potential signal of near-term risk and economic contraction.The market expects the central bank to raise the key Fed funds target rate by 75 basis points at the conclusion of its July policy meeting, which would mark its third consecutive interest rate hike.The Dow Jones Industrial Average fell 192.51 points, or 0.62%, to 30,981.33, the S&P 500 lost 35.63 points, or 0.92%, to 3,818.8 and the Nasdaq Composite dropped 107.87 points, or 0.95%, to 11,264.73.All 11 major sectors in the S&P 500 fell, with energy shares, weighed down by plunging crude prices, suffering the largest percentage loss.The second-quarter reporting season will hit full stride later in the week as JPMorgan Chase & Co, Morgan Stanley, Citigroup and Wells Fargo & Co post results.As of Friday, analysts saw aggregate annual S&P earnings growth of 5.7% for the April to June period, down from the 6.8% forecast at the beginning of the quarter, according to Refinitiv.PepsiCo got the ball rolling this week by beating its quarterly earnings estimates and announced it could increase prices amid resilient demand.Shares of Boeing Co jumped 7.4% after the plane maker's June aircraft deliveries hit the highest monthly level since March 2019.That news, along with falling energy prices, helped the S&P 1500 Air Lines index rise 6.1%.Apparel retailer Gap Inc fell 5.0% following its announcement that its CEO would step down, and that margins would stay under pressure in the second quarter due to input costs.Software provider Service Now plunged 12.7% after its CEO's remarks about macro headwinds and currency pressures. Other software companies, including Salesforce.com   , Paycom Software, Intuit and Microsoft, were also down.Declining issues outnumbered advancing ones on the NYSE by a 1.37-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.The S&P 500 posted one new 52-week high and 30 new lows; the Nasdaq Composite recorded 13 new highs and 145 new lows.Volume on U.S. exchanges was 9.86 billion shares, compared with the 12.79 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":244590866317408,"gmtCreate":1700738672165,"gmtModify":1700738677333,"author":{"id":"3575796148968609","authorId":"3575796148968609","name":"EngHup","avatar":"https://community-static.tradeup.com/news/0d43759f6bc949fa317f06a49f936466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575796148968609","idStr":"3575796148968609"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/349b471e45341f5bf8f9df96da89ba43","width":"309","height":"533"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244590866317408","isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":235018972537088,"gmtCreate":1698400532350,"gmtModify":1698400535411,"author":{"id":"3575796148968609","authorId":"3575796148968609","name":"EngHup","avatar":"https://community-static.tradeup.com/news/0d43759f6bc949fa317f06a49f936466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575796148968609","idStr":"3575796148968609"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UD1U.SI\">$IREIT Global SGD(UD1U.SI)$&nbsp;</a> what have i done&nbsp;","listText":"<a href=\"https://ttm.financial/S/UD1U.SI\">$IREIT Global SGD(UD1U.SI)$&nbsp;</a> what have i done&nbsp;","text":"$IREIT Global SGD(UD1U.SI)$ what have i done","images":[{"img":"https://community-static.tradeup.com/news/7201426b72c9d077af24aaa9c466a582","width":"309","height":"533"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/235018972537088","isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581250600180292","authorId":"3581250600180292","name":"TTM Investor","avatar":"https://community-static.tradeup.com/news/2f5fd716e63ae3848b455b2214a559df","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3581250600180292","idStr":"3581250600180292"},"content":"What's wrong. REITS doesn't perform in high yield environment. it will bounce once the fed cuts interest rate. you probably can take the opportunity to add more position","text":"What's wrong. REITS doesn't perform in high yield environment. it will bounce once the fed cuts interest rate. you probably can take the opportunity to add more position","html":"What's wrong. REITS doesn't perform in high yield environment. it will bounce once the fed cuts interest rate. you probably can take the opportunity to add more position"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9989139765,"gmtCreate":1665936086957,"gmtModify":1676537680909,"author":{"id":"3575796148968609","authorId":"3575796148968609","name":"EngHup","avatar":"https://community-static.tradeup.com/news/0d43759f6bc949fa317f06a49f936466","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575796148968609","idStr":"3575796148968609"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a><v-v data-views=\"1\"></v-v>","text":"$Grab 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