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href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"1\"></v-v> ","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/292792589566096","isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266555107688584,"gmtCreate":1706112576552,"gmtModify":1706112579890,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v 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news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955406999","repostId":"2309838908","repostType":4,"repost":{"id":"2309838908","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":1675636738,"share":"https://www.laohu8.com/m/news/2309838908?lang=&edition=full","pubTime":"2023-02-06 06:38","market":"us","language":"en","title":"Disney, CVS, Uber, Chipotle, PayPal, and More Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2309838908","media":"Dow Jones","summary":"Fourth-quarter earnings season continues this week, with close to 90 S&P 500 companies scheduled to ","content":"<html><head></head><body><p>Fourth-quarter earnings season continues this week, with close to 90 S&P 500 companies scheduled to report. So far, earnings are down about 3% from the same period a year ago, per Refinitiv.</p><p><img src=\"https://static.tigerbbs.com/6b947a0433dc7d03618f471719039d6a\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Simon Property Group, Take-Two Interactive Software, and Tyson Foods report on Monday, followed by BP, Chipotle Mexican Grill, DuPont,Linde, and Royal Caribbean Group.</p><p>Walt Disney, CVS Health,and Uber Technologies will publish results on Wednesday, then AbbVie, Expedia Group, Hilton Worldwide Holdings, PayPal Holdings, and Philip Morris International go on Thursday. Honda Motor and Newell Brands will close the week on Friday.</p><p><img src=\"https://static.tigerbbs.com/312a56f3beb85478c9f29836e1c5cf52\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\"/></p><p>It will be a relatively quiet week on the economic-data calendar: The University of Michigan’s Consumer Sentiment Index for February, out on Friday morning, will be the highlight. That’s forecast to come in roughly event with January’s figure, which showed widespread pessimism among consumers.</p><p>Economists and Federal Reserve watchers will be tuning into a speech from Chairman Jerome Powell at the Economic Club of Washington D.C. on Tuesday. And Tuesday night, President Joe Biden will give the State of the Union address.</p><p><b>Monday 2/6</b></p><p>Activision Blizzard, Cummins, Idexx Laboratories, ON Semiconductor, Simon Property Group, Take-Two Interactive Software, and Tyson Foods report quarterly results.</p><p><b>Tuesday 2/7</b></p><p>BP, Carrier Global, Centene, Chipotle Mexican Grill, DuPont, Enphase Energy, Fiserv, Fortinet, Illumina, KKR, Linde, Omnicom Group, Prudential Financial, Royal Caribbean Group, TransDigm Group, Vertex Pharmaceuticals, and Xylem announce earnings.</p><p><b>The Federal Reserve</b> reports consumer credit data for December. In November, total consumer debt increased at a seasonally adjusted annual rate of 7.1%, to a record $4.76 trillion. Revolving credit—mostly credit-card debt—jumped 16.9%, as the estimated $2.3 trillion in excess savings that consumers squirrelled away during the pandemic has dwindled to less than $1 trillion.</p><p><b>Wednesday 2/8</b></p><p>Walt Disney reports first-quarter fiscal-2023 results. Shares plunged 43.9% last year, the company’s worst showing since 1974, as investors valued profitability over growth in Disney’s streaming division.</p><p>CME Group, CVS Health, Dominion Energy, Eaton, Emerson Electric, Equifax, Equinor, MGM Resorts International, O’Reilly Automotive, TotalEnergies, Uber Technologies, and Yum! Brands release quarterly results.</p><p><b>Thursday 2/9</b></p><p>AbbVie, AstraZeneca, Duke Energy, Expedia Group, Hilton Worldwide Holdings, Interpublic Group, Kellogg, Motorola Solutions, PayPal Holdings, Philip Morris International, and S&P Global hold conference calls to discuss earnings.</p><p><b>The Department of Labor</b> reports initial jobless claims for the week ending on Feb. 4. Claims averaged 191,7500 in January, 26,000 fewer than in December, and remain historically low. Federal Reserve Chairman Jerome Powell, at the FOMC news conference this past week, cited 1.9 job openings for every unemployed person as something that needs to come into better balance. The reported unemployment rate hit a half-century low of 3.4% in January.</p><p><b>Friday 2/10</b></p><p>Global Payments, Honda Motor, IQVIA Holdings,and Newell Brands report quarterly results.</p><p><b>The University of Michigan</b> releases its Consumer Sentiment Index for February. The consensus estimate is for a bearish 65 reading, roughly even with the January figure. Consumers’ expectations for year-ahead inflation was 3.9% in January, the lowest level since April of 2021. The Fed has stated that expectations for inflation play an important role in determining actual inflation. Powell recently said that inflation expectations were “well anchored,” meaning that consumers’ expectations for future inflation aren’t sensitive to current inflation.</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>Disney, CVS, Uber, Chipotle, PayPal, and More Stocks to Watch This Week</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\">\nDisney, CVS, Uber, Chipotle, PayPal, and More Stocks to Watch This Week\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\">2023-02-06 06:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Fourth-quarter earnings season continues this week, with close to 90 S&P 500 companies scheduled to report. So far, earnings are down about 3% from the same period a year ago, per Refinitiv.</p><p><img src=\"https://static.tigerbbs.com/6b947a0433dc7d03618f471719039d6a\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Simon Property Group, Take-Two Interactive Software, and Tyson Foods report on Monday, followed by BP, Chipotle Mexican Grill, DuPont,Linde, and Royal Caribbean Group.</p><p>Walt Disney, CVS Health,and Uber Technologies will publish results on Wednesday, then AbbVie, Expedia Group, Hilton Worldwide Holdings, PayPal Holdings, and Philip Morris International go on Thursday. Honda Motor and Newell Brands will close the week on Friday.</p><p><img src=\"https://static.tigerbbs.com/312a56f3beb85478c9f29836e1c5cf52\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\"/></p><p>It will be a relatively quiet week on the economic-data calendar: The University of Michigan’s Consumer Sentiment Index for February, out on Friday morning, will be the highlight. That’s forecast to come in roughly event with January’s figure, which showed widespread pessimism among consumers.</p><p>Economists and Federal Reserve watchers will be tuning into a speech from Chairman Jerome Powell at the Economic Club of Washington D.C. on Tuesday. And Tuesday night, President Joe Biden will give the State of the Union address.</p><p><b>Monday 2/6</b></p><p>Activision Blizzard, Cummins, Idexx Laboratories, ON Semiconductor, Simon Property Group, Take-Two Interactive Software, and Tyson Foods report quarterly results.</p><p><b>Tuesday 2/7</b></p><p>BP, Carrier Global, Centene, Chipotle Mexican Grill, DuPont, Enphase Energy, Fiserv, Fortinet, Illumina, KKR, Linde, Omnicom Group, Prudential Financial, Royal Caribbean Group, TransDigm Group, Vertex Pharmaceuticals, and Xylem announce earnings.</p><p><b>The Federal Reserve</b> reports consumer credit data for December. In November, total consumer debt increased at a seasonally adjusted annual rate of 7.1%, to a record $4.76 trillion. Revolving credit—mostly credit-card debt—jumped 16.9%, as the estimated $2.3 trillion in excess savings that consumers squirrelled away during the pandemic has dwindled to less than $1 trillion.</p><p><b>Wednesday 2/8</b></p><p>Walt Disney reports first-quarter fiscal-2023 results. Shares plunged 43.9% last year, the company’s worst showing since 1974, as investors valued profitability over growth in Disney’s streaming division.</p><p>CME Group, CVS Health, Dominion Energy, Eaton, Emerson Electric, Equifax, Equinor, MGM Resorts International, O’Reilly Automotive, TotalEnergies, Uber Technologies, and Yum! Brands release quarterly results.</p><p><b>Thursday 2/9</b></p><p>AbbVie, AstraZeneca, Duke Energy, Expedia Group, Hilton Worldwide Holdings, Interpublic Group, Kellogg, Motorola Solutions, PayPal Holdings, Philip Morris International, and S&P Global hold conference calls to discuss earnings.</p><p><b>The Department of Labor</b> reports initial jobless claims for the week ending on Feb. 4. Claims averaged 191,7500 in January, 26,000 fewer than in December, and remain historically low. Federal Reserve Chairman Jerome Powell, at the FOMC news conference this past week, cited 1.9 job openings for every unemployed person as something that needs to come into better balance. The reported unemployment rate hit a half-century low of 3.4% in January.</p><p><b>Friday 2/10</b></p><p>Global Payments, Honda Motor, IQVIA Holdings,and Newell Brands report quarterly results.</p><p><b>The University of Michigan</b> releases its Consumer Sentiment Index for February. The consensus estimate is for a bearish 65 reading, roughly even with the January figure. Consumers’ expectations for year-ahead inflation was 3.9% in January, the lowest level since April of 2021. The Fed has stated that expectations for inflation play an important role in determining actual inflation. Powell recently said that inflation expectations were “well anchored,” meaning that consumers’ expectations for future inflation aren’t sensitive to current inflation.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4209":"餐馆","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","UBER":"优步","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","DIS":"迪士尼","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC",".DJI":"道琼斯","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC",".IXIC":"NASDAQ Composite","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","CMG":"墨式烧烤","BK4554":"元宇宙及AR概念","BK4106":"数据处理与外包服务",".SPX":"S&P 500 Index","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4108":"电影和娱乐","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4534":"瑞士信贷持仓","HLT":"希尔顿酒店","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4211":"区域性银行","BK4536":"外卖概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4196":"保健护理服务","EXPE":"Expedia","BK4524":"宅经济概念","BK4535":"淡马锡持仓","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1861217088.USD":"贝莱德金融科技A2","BK4527":"明星科技股","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4503":"景林资产持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","BK4551":"寇图资本持仓","BK4022":"陆运","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2309838908","content_text":"Fourth-quarter earnings season continues this week, with close to 90 S&P 500 companies scheduled to report. So far, earnings are down about 3% from the same period a year ago, per Refinitiv.Simon Property Group, Take-Two Interactive Software, and Tyson Foods report on Monday, followed by BP, Chipotle Mexican Grill, DuPont,Linde, and Royal Caribbean Group.Walt Disney, CVS Health,and Uber Technologies will publish results on Wednesday, then AbbVie, Expedia Group, Hilton Worldwide Holdings, PayPal Holdings, and Philip Morris International go on Thursday. Honda Motor and Newell Brands will close the week on Friday.It will be a relatively quiet week on the economic-data calendar: The University of Michigan’s Consumer Sentiment Index for February, out on Friday morning, will be the highlight. That’s forecast to come in roughly event with January’s figure, which showed widespread pessimism among consumers.Economists and Federal Reserve watchers will be tuning into a speech from Chairman Jerome Powell at the Economic Club of Washington D.C. on Tuesday. And Tuesday night, President Joe Biden will give the State of the Union address.Monday 2/6Activision Blizzard, Cummins, Idexx Laboratories, ON Semiconductor, Simon Property Group, Take-Two Interactive Software, and Tyson Foods report quarterly results.Tuesday 2/7BP, Carrier Global, Centene, Chipotle Mexican Grill, DuPont, Enphase Energy, Fiserv, Fortinet, Illumina, KKR, Linde, Omnicom Group, Prudential Financial, Royal Caribbean Group, TransDigm Group, Vertex Pharmaceuticals, and Xylem announce earnings.The Federal Reserve reports consumer credit data for December. In November, total consumer debt increased at a seasonally adjusted annual rate of 7.1%, to a record $4.76 trillion. Revolving credit—mostly credit-card debt—jumped 16.9%, as the estimated $2.3 trillion in excess savings that consumers squirrelled away during the pandemic has dwindled to less than $1 trillion.Wednesday 2/8Walt Disney reports first-quarter fiscal-2023 results. Shares plunged 43.9% last year, the company’s worst showing since 1974, as investors valued profitability over growth in Disney’s streaming division.CME Group, CVS Health, Dominion Energy, Eaton, Emerson Electric, Equifax, Equinor, MGM Resorts International, O’Reilly Automotive, TotalEnergies, Uber Technologies, and Yum! Brands release quarterly results.Thursday 2/9AbbVie, AstraZeneca, Duke Energy, Expedia Group, Hilton Worldwide Holdings, Interpublic Group, Kellogg, Motorola Solutions, PayPal Holdings, Philip Morris International, and S&P Global hold conference calls to discuss earnings.The Department of Labor reports initial jobless claims for the week ending on Feb. 4. Claims averaged 191,7500 in January, 26,000 fewer than in December, and remain historically low. Federal Reserve Chairman Jerome Powell, at the FOMC news conference this past week, cited 1.9 job openings for every unemployed person as something that needs to come into better balance. The reported unemployment rate hit a half-century low of 3.4% in January.Friday 2/10Global Payments, Honda Motor, IQVIA Holdings,and Newell Brands report quarterly results.The University of Michigan releases its Consumer Sentiment Index for February. The consensus estimate is for a bearish 65 reading, roughly even with the January figure. Consumers’ expectations for year-ahead inflation was 3.9% in January, the lowest level since April of 2021. The Fed has stated that expectations for inflation play an important role in determining actual inflation. Powell recently said that inflation expectations were “well anchored,” meaning that consumers’ expectations for future inflation aren’t sensitive to current inflation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923454256,"gmtCreate":1670896967776,"gmtModify":1676538456135,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a><v-v data-views=\"0\"></v-v>","text":"$Advanced Micro 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Devices(AMD)$","images":[{"img":"https://community-static.tradeup.com/news/2136dfb4dc26a825f7a195f9b6ef3d52","width":"1125","height":"6992"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929487472","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9967711500,"gmtCreate":1670377318000,"gmtModify":1676538355617,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9967711500","repostId":"1112917688","repostType":4,"repost":{"id":"1112917688","pubTimestamp":1670373117,"share":"https://www.laohu8.com/m/news/1112917688?lang=&edition=full","pubTime":"2022-12-07 08:31","market":"us","language":"en","title":"Megacap Earnings to See \"Rude Awakening\" in 2023, Morgan Stanley’s Shalett Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1112917688","media":"Bloomberg","summary":"Shalett says expectations from some big companies ‘delusional’Pinched consumer will fuel economic sl","content":"<html><head></head><body><ul><li>Shalett says expectations from some big companies ‘delusional’</li><li>Pinched consumer will fuel economic slump next year, she adds</li></ul><p>Morgan Stanley Wealth Management’s Lisa Shalett said some of the stock market’s biggest companies may see earnings hit far more than expected next year as economic growth slows and inflation erodes the purchasing power of consumers.</p><p>Such an outlook, she added, is not reflected in current earnings estimates, which remain too high despite multiple downward revisions.</p><p>“A lot of corporate guidance is delusional,” Shalett, the division’s chief investment officer, told Bloomberg TV Tuesday, blaming not only analysts but chief executive officers as well. “I just think it’s going to be a rude awakening for a lot of folks.”</p><p>Shalett said the brunt of the downside surprises will likely be born by e-commerce, social media and other companies whose fortunes are closely tied to swings in the economy, including those selling discretionary consumer goods, rather than the whole of corporate America.</p><p>“It’s more the specific slice of it, but it’s the slice that, unfortunately, at the minute, dominates the market cap and the weight of how we are comprising consensus estimates,” she added.</p><p>Bloomberg Intelligence expects full-year 2022 earnings per share for the companies in the S&P 500 to come in at $223.6 and rise to $229.7 in 2023, based on the note published on Dec. 2 by Wendy Soong. Estimates for next year continue to drift lower though remain relatively high.</p><p>Shalett said earnings forecasts in general remain too optimistic given the unprecedented confluence of factors weighing on the outlook, including Federal Reserve rate hikes and the risk of a recession.</p><p>“If the Fed succeeds, if the Fed pauses, which is what all the enthusiasm is about, that pricing power at best is going to halve and at worst is going to go away completely at the same time that your volume is slowing,” she said. “It’s that kind of negative operating leverage that I just don’t think is in the numbers.”</p><p>And despite the strength of the labor market, a pinched consumer might lead to further economic slowing as they burn through pandemic-era savings.</p><p>“Consumers are starting to run out of dough,” she said. “As we get into 2023, we think everything rests with the consumer.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMegacap Earnings to See \"Rude Awakening\" in 2023, Morgan Stanley’s Shalett Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-07 08:31 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-12-06/morgan-stanley-warns-megacap-company-profits-due-for-rude-awakening-in-2023?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shalett says expectations from some big companies ‘delusional’Pinched consumer will fuel economic slump next year, she addsMorgan Stanley Wealth Management’s Lisa Shalett said some of the stock market...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-06/morgan-stanley-warns-megacap-company-profits-due-for-rude-awakening-in-2023?srnd=markets-vp\">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","AMZN":"亚马逊"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-06/morgan-stanley-warns-megacap-company-profits-due-for-rude-awakening-in-2023?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112917688","content_text":"Shalett says expectations from some big companies ‘delusional’Pinched consumer will fuel economic slump next year, she addsMorgan Stanley Wealth Management’s Lisa Shalett said some of the stock market’s biggest companies may see earnings hit far more than expected next year as economic growth slows and inflation erodes the purchasing power of consumers.Such an outlook, she added, is not reflected in current earnings estimates, which remain too high despite multiple downward revisions.“A lot of corporate guidance is delusional,” Shalett, the division’s chief investment officer, told Bloomberg TV Tuesday, blaming not only analysts but chief executive officers as well. “I just think it’s going to be a rude awakening for a lot of folks.”Shalett said the brunt of the downside surprises will likely be born by e-commerce, social media and other companies whose fortunes are closely tied to swings in the economy, including those selling discretionary consumer goods, rather than the whole of corporate America.“It’s more the specific slice of it, but it’s the slice that, unfortunately, at the minute, dominates the market cap and the weight of how we are comprising consensus estimates,” she added.Bloomberg Intelligence expects full-year 2022 earnings per share for the companies in the S&P 500 to come in at $223.6 and rise to $229.7 in 2023, based on the note published on Dec. 2 by Wendy Soong. Estimates for next year continue to drift lower though remain relatively high.Shalett said earnings forecasts in general remain too optimistic given the unprecedented confluence of factors weighing on the outlook, including Federal Reserve rate hikes and the risk of a recession.“If the Fed succeeds, if the Fed pauses, which is what all the enthusiasm is about, that pricing power at best is going to halve and at worst is going to go away completely at the same time that your volume is slowing,” she said. “It’s that kind of negative operating leverage that I just don’t think is in the numbers.”And despite the strength of the labor market, a pinched consumer might lead to further economic slowing as they burn through pandemic-era savings.“Consumers are starting to run out of dough,” she said. “As we get into 2023, we think everything rests with the consumer.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967839549,"gmtCreate":1670290991082,"gmtModify":1676538338075,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$ </a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$ </a><v-v 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data-views=\"0\"></v-v>","text":"$AMD(AMD)$","images":[{"img":"https://community-static.tradeup.com/news/6cab6047295d99f73f1e57f0651edf80","width":"1125","height":"2261"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961884579","isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9967711500,"gmtCreate":1670377318000,"gmtModify":1676538355617,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9967711500","repostId":"1112917688","repostType":4,"repost":{"id":"1112917688","pubTimestamp":1670373117,"share":"https://www.laohu8.com/m/news/1112917688?lang=&edition=full","pubTime":"2022-12-07 08:31","market":"us","language":"en","title":"Megacap Earnings to See \"Rude Awakening\" in 2023, Morgan Stanley’s Shalett Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1112917688","media":"Bloomberg","summary":"Shalett says expectations from some big companies ‘delusional’Pinched consumer will fuel economic sl","content":"<html><head></head><body><ul><li>Shalett says expectations from some big companies ‘delusional’</li><li>Pinched consumer will fuel economic slump next year, she adds</li></ul><p>Morgan Stanley Wealth Management’s Lisa Shalett said some of the stock market’s biggest companies may see earnings hit far more than expected next year as economic growth slows and inflation erodes the purchasing power of consumers.</p><p>Such an outlook, she added, is not reflected in current earnings estimates, which remain too high despite multiple downward revisions.</p><p>“A lot of corporate guidance is delusional,” Shalett, the division’s chief investment officer, told Bloomberg TV Tuesday, blaming not only analysts but chief executive officers as well. “I just think it’s going to be a rude awakening for a lot of folks.”</p><p>Shalett said the brunt of the downside surprises will likely be born by e-commerce, social media and other companies whose fortunes are closely tied to swings in the economy, including those selling discretionary consumer goods, rather than the whole of corporate America.</p><p>“It’s more the specific slice of it, but it’s the slice that, unfortunately, at the minute, dominates the market cap and the weight of how we are comprising consensus estimates,” she added.</p><p>Bloomberg Intelligence expects full-year 2022 earnings per share for the companies in the S&P 500 to come in at $223.6 and rise to $229.7 in 2023, based on the note published on Dec. 2 by Wendy Soong. Estimates for next year continue to drift lower though remain relatively high.</p><p>Shalett said earnings forecasts in general remain too optimistic given the unprecedented confluence of factors weighing on the outlook, including Federal Reserve rate hikes and the risk of a recession.</p><p>“If the Fed succeeds, if the Fed pauses, which is what all the enthusiasm is about, that pricing power at best is going to halve and at worst is going to go away completely at the same time that your volume is slowing,” she said. “It’s that kind of negative operating leverage that I just don’t think is in the numbers.”</p><p>And despite the strength of the labor market, a pinched consumer might lead to further economic slowing as they burn through pandemic-era savings.</p><p>“Consumers are starting to run out of dough,” she said. “As we get into 2023, we think everything rests with the consumer.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Earnings to See \"Rude Awakening\" in 2023, Morgan Stanley’s Shalett Says</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMegacap Earnings to See \"Rude Awakening\" in 2023, Morgan Stanley’s Shalett Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-07 08:31 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-12-06/morgan-stanley-warns-megacap-company-profits-due-for-rude-awakening-in-2023?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shalett says expectations from some big companies ‘delusional’Pinched consumer will fuel economic slump next year, she addsMorgan Stanley Wealth Management’s Lisa Shalett said some of the stock market...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-06/morgan-stanley-warns-megacap-company-profits-due-for-rude-awakening-in-2023?srnd=markets-vp\">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","AMZN":"亚马逊"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-06/morgan-stanley-warns-megacap-company-profits-due-for-rude-awakening-in-2023?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112917688","content_text":"Shalett says expectations from some big companies ‘delusional’Pinched consumer will fuel economic slump next year, she addsMorgan Stanley Wealth Management’s Lisa Shalett said some of the stock market’s biggest companies may see earnings hit far more than expected next year as economic growth slows and inflation erodes the purchasing power of consumers.Such an outlook, she added, is not reflected in current earnings estimates, which remain too high despite multiple downward revisions.“A lot of corporate guidance is delusional,” Shalett, the division’s chief investment officer, told Bloomberg TV Tuesday, blaming not only analysts but chief executive officers as well. “I just think it’s going to be a rude awakening for a lot of folks.”Shalett said the brunt of the downside surprises will likely be born by e-commerce, social media and other companies whose fortunes are closely tied to swings in the economy, including those selling discretionary consumer goods, rather than the whole of corporate America.“It’s more the specific slice of it, but it’s the slice that, unfortunately, at the minute, dominates the market cap and the weight of how we are comprising consensus estimates,” she added.Bloomberg Intelligence expects full-year 2022 earnings per share for the companies in the S&P 500 to come in at $223.6 and rise to $229.7 in 2023, based on the note published on Dec. 2 by Wendy Soong. Estimates for next year continue to drift lower though remain relatively high.Shalett said earnings forecasts in general remain too optimistic given the unprecedented confluence of factors weighing on the outlook, including Federal Reserve rate hikes and the risk of a recession.“If the Fed succeeds, if the Fed pauses, which is what all the enthusiasm is about, that pricing power at best is going to halve and at worst is going to go away completely at the same time that your volume is slowing,” she said. “It’s that kind of negative operating leverage that I just don’t think is in the numbers.”And despite the strength of the labor market, a pinched consumer might lead to further economic slowing as they burn through pandemic-era savings.“Consumers are starting to run out of dough,” she said. “As we get into 2023, we think everything rests with the consumer.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891418990,"gmtCreate":1628409832010,"gmtModify":1703506005232,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Up up up horray ","listText":"Up up up horray ","text":"Up up up horray","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/891418990","repostId":"1139912651","repostType":4,"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018652920,"gmtCreate":1649035087951,"gmtModify":1676534439450,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/E27.SI\">$THE PLACE HOLDINGS LIMITED(E27.SI)$</a>Going east west north south???","listText":"<a href=\"https://ttm.financial/S/E27.SI\">$THE PLACE HOLDINGS LIMITED(E27.SI)$</a>Going east west north south???","text":"$THE PLACE HOLDINGS LIMITED(E27.SI)$Going east west north south???","images":[{"img":"https://community-static.tradeup.com/news/4518ad68c9f09f1eafefc8fb3842b43c","width":"1125","height":"2687"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018652920","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9987923847,"gmtCreate":1667796541189,"gmtModify":1676537965084,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987923847","repostId":"2281644509","repostType":4,"repost":{"id":"2281644509","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1667778768,"share":"https://www.laohu8.com/m/news/2281644509?lang=&edition=full","pubTime":"2022-11-07 07:52","market":"us","language":"en","title":"CPI; U.S. Midterm Elections; NIO, Palantir, Disney, AMC Earnings: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2281644509","media":"Dow Jones","summary":"It's another busy week for investors: the U.S. midterm elections, the latest inflation data, and a continued parade of third-quarter results will be the highlights.Activision Blizzard, NRG Energy, and the Mosaic Company will report on Monday, followed by Walt Disney, Occidental Petroleum, and DuPont on Tuesday. Wednesday will bring results from D.R. Horton, then Becton Dickinson, Ralph Lauren, and Tapestry report on Thursday.Voting on Tuesday will determine control of Congress for the next two ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n It's another busy week for investors: the U.S. midterm elections, the latest inflation data, and a continued parade of third-quarter results will be the highlights. \n</p>\n<p>\n Activision Blizzard, NRG Energy, and the Mosaic Company will report on Monday, followed by Walt Disney, Occidental Petroleum, and DuPont on Tuesday. Wednesday will bring results from D.R. Horton, then Becton Dickinson, Ralph Lauren, and Tapestry report on Thursday. \n</p>\n<p>\n Voting on Tuesday will determine control of Congress for the next two years, with Republicans favored to win the House of Representatives and polling suggesting a close race in the Senate. Results may take days to become clear in several states. \n</p>\n<p>\n The economic-data highlight of the week will be Thursday's release of the October Consumer Price Index from the Bureau of Labor Statistics. The consensus estimate is for a 0.7% rise in the month, to stretch the headline index's annual gain to 8.0%. The core CPI, which excludes food and energy components, is seen rising 0.5% in October and 6.6% from a year earlier. \n</p>\n<p>\n Other economic data out this week will include the National Federation of Independent Business' Small Business Optimism Index for October on Tuesday. That's forecast to be roughly flat from September. The University of Michigan's Consumer Sentiment Index for November will be out on Friday, and is expected to also be about even with the previous month's reading. \n</p>\n<p>\n Monday 11/7 \n</p>\n<p>\n Activision Blizzard, BioNTech, <a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a>, SolarEdge Technologies, and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> release earnings. \n</p>\n<p>\n The Federal Reserve reports consumer credit data for September. In August, total consumer debt rose at a seasonally adjusted annual rate of 8.3%, to a record $4.68 trillion. Revolving debt -- primarily credit cards -- jumped 18.1%. \n</p>\n<p>\n Tuesday 11/8 \n</p>\n<p>\n It's Election Day. The midterms will determine which party controls Congress for the next two years. Polling suggests that Republicans will retake the House of Representatives, while the Senate looks like a toss-up. \n</p>\n<p>\n Constellation Energy, DuPont, GlobalFoundries, Occidental Petroleum, and Walt Disney report quarterly results. \n</p>\n<p>\n Nasdaq and Nucor hold their 2022 investor days. \n</p>\n<p>\n The National Federation of Independent Business releases its Small Business Optimism Index for October. Consensus estimate is for a 92 reading, roughly even with September's. The index has had readings below its 48-year average of 98 for nine consecutive months, as inflation and labor shortages continue to challenge small-business owners. \n</p>\n<p>\n Wednesday 11/9 \n</p>\n<p>\n D.R. Horton, Rivian Automotive, Roblox, and Trade Desk announce earnings. \n</p>\n<p>\n $First Republic Bank(FRC-N)$ and <a href=\"https://laohu8.com/S/PSX\">Phillips 66</a> host their annual investor days. \n</p>\n<p>\n Thursday 11/10 \n</p>\n<p>\n AstraZeneca, Becton Dickinson, Brookfield Asset Management, Ralph Lauren, Steris, and Tapestry hold conference calls to discuss quarterly results. \n</p>\n<p>\n Moderna hosts its first ESG day. \n</p>\n<p>\n The Bureau of Labor Statistics releases the consumer price index for October. Economists forecast that the CPI will show an increase of 8%, year over year, following an 8.2% jump in September. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.5%, a tenth of a percentage point less than previously. While the CPI is down nearly a full percentage from its recent June peak, the core CPI hit a four-decade high in September. The S&P 500 index fell 3.3% this past week as the Federal Open Market Committee raised the federal-funds rate by three-quarters of a percentage point for the fourth consecutive meeting and reiterated that taming inflation was its No. 1 priority. \n</p>\n<p>\n Friday 11/11 \n</p>\n<p>\n The bond market is closed in observance of Veterans Day. The Nasdaq and New York Stock Exchange keep regular trading hours. \n</p>\n<p>\n The University of Michigan releases its Consumer Sentiment Index for November. The consensus call is for a 59.7 reading, about even with the previous data. In October, consumers' one-year expectation for inflation was 5%, while longer-run expectations were 2.9%. \n</p>\n<p>\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n November 06, 2022 17:55 ET (22:55 GMT)\n</p>\n<p>\n Copyright (c) 2022 Dow Jones & Company, Inc.\n</p>\n</font>","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>CPI; U.S. Midterm Elections; NIO, Palantir, Disney, AMC Earnings: What to Know This Week</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\">\nCPI; U.S. Midterm Elections; NIO, Palantir, Disney, AMC Earnings: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-11-07 07:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n It's another busy week for investors: the U.S. midterm elections, the latest inflation data, and a continued parade of third-quarter results will be the highlights. \n</p>\n<p>\n Activision Blizzard, NRG Energy, and the Mosaic Company will report on Monday, followed by Walt Disney, Occidental Petroleum, and DuPont on Tuesday. Wednesday will bring results from D.R. Horton, then Becton Dickinson, Ralph Lauren, and Tapestry report on Thursday. \n</p>\n<p>\n Voting on Tuesday will determine control of Congress for the next two years, with Republicans favored to win the House of Representatives and polling suggesting a close race in the Senate. Results may take days to become clear in several states. \n</p>\n<p>\n The economic-data highlight of the week will be Thursday's release of the October Consumer Price Index from the Bureau of Labor Statistics. The consensus estimate is for a 0.7% rise in the month, to stretch the headline index's annual gain to 8.0%. The core CPI, which excludes food and energy components, is seen rising 0.5% in October and 6.6% from a year earlier. \n</p>\n<p>\n Other economic data out this week will include the National Federation of Independent Business' Small Business Optimism Index for October on Tuesday. That's forecast to be roughly flat from September. The University of Michigan's Consumer Sentiment Index for November will be out on Friday, and is expected to also be about even with the previous month's reading. \n</p>\n<p>\n Monday 11/7 \n</p>\n<p>\n Activision Blizzard, BioNTech, <a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a>, SolarEdge Technologies, and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> release earnings. \n</p>\n<p>\n The Federal Reserve reports consumer credit data for September. In August, total consumer debt rose at a seasonally adjusted annual rate of 8.3%, to a record $4.68 trillion. Revolving debt -- primarily credit cards -- jumped 18.1%. \n</p>\n<p>\n Tuesday 11/8 \n</p>\n<p>\n It's Election Day. The midterms will determine which party controls Congress for the next two years. Polling suggests that Republicans will retake the House of Representatives, while the Senate looks like a toss-up. \n</p>\n<p>\n Constellation Energy, DuPont, GlobalFoundries, Occidental Petroleum, and Walt Disney report quarterly results. \n</p>\n<p>\n Nasdaq and Nucor hold their 2022 investor days. \n</p>\n<p>\n The National Federation of Independent Business releases its Small Business Optimism Index for October. Consensus estimate is for a 92 reading, roughly even with September's. The index has had readings below its 48-year average of 98 for nine consecutive months, as inflation and labor shortages continue to challenge small-business owners. \n</p>\n<p>\n Wednesday 11/9 \n</p>\n<p>\n D.R. Horton, Rivian Automotive, Roblox, and Trade Desk announce earnings. \n</p>\n<p>\n $First Republic Bank(FRC-N)$ and <a href=\"https://laohu8.com/S/PSX\">Phillips 66</a> host their annual investor days. \n</p>\n<p>\n Thursday 11/10 \n</p>\n<p>\n AstraZeneca, Becton Dickinson, Brookfield Asset Management, Ralph Lauren, Steris, and Tapestry hold conference calls to discuss quarterly results. \n</p>\n<p>\n Moderna hosts its first ESG day. \n</p>\n<p>\n The Bureau of Labor Statistics releases the consumer price index for October. Economists forecast that the CPI will show an increase of 8%, year over year, following an 8.2% jump in September. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.5%, a tenth of a percentage point less than previously. While the CPI is down nearly a full percentage from its recent June peak, the core CPI hit a four-decade high in September. The S&P 500 index fell 3.3% this past week as the Federal Open Market Committee raised the federal-funds rate by three-quarters of a percentage point for the fourth consecutive meeting and reiterated that taming inflation was its No. 1 priority. \n</p>\n<p>\n Friday 11/11 \n</p>\n<p>\n The bond market is closed in observance of Veterans Day. The Nasdaq and New York Stock Exchange keep regular trading hours. \n</p>\n<p>\n The University of Michigan releases its Consumer Sentiment Index for November. The consensus call is for a 59.7 reading, about even with the previous data. In October, consumers' one-year expectation for inflation was 5%, while longer-run expectations were 2.9%. \n</p>\n<p>\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n November 06, 2022 17:55 ET (22:55 GMT)\n</p>\n<p>\n Copyright (c) 2022 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc.","NVAX":"诺瓦瓦克斯医药","ACB":"奥罗拉大麻公司","SEDG":"SolarEdge Technologies, Inc.","DIS":"迪士尼","BNTX":"BioNTech SE","LCID":"Lucid Group Inc","NCLH":"挪威邮轮","PLTR":"Palantir Technologies Inc.","ATVI":"动视暴雪","LYFT":"Lyft, Inc.","OXY":"西方石油","CLOV":"Clover Health Corp","RBLX":"Roblox Corporation",".DJI":"道琼斯","AMC":"AMC院线",".IXIC":"NASDAQ Composite","TTWO":"Take-Two Interactive Software","CGC":"Canopy Growth Corporation",".SPX":"S&P 500 Index","NIO":"蔚来","OCGN":"Ocugen","AZN":"阿斯利康"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281644509","content_text":"By Nicholas Jasinski \n\n\n It's another busy week for investors: the U.S. midterm elections, the latest inflation data, and a continued parade of third-quarter results will be the highlights. \n\n\n Activision Blizzard, NRG Energy, and the Mosaic Company will report on Monday, followed by Walt Disney, Occidental Petroleum, and DuPont on Tuesday. Wednesday will bring results from D.R. Horton, then Becton Dickinson, Ralph Lauren, and Tapestry report on Thursday. \n\n\n Voting on Tuesday will determine control of Congress for the next two years, with Republicans favored to win the House of Representatives and polling suggesting a close race in the Senate. Results may take days to become clear in several states. \n\n\n The economic-data highlight of the week will be Thursday's release of the October Consumer Price Index from the Bureau of Labor Statistics. The consensus estimate is for a 0.7% rise in the month, to stretch the headline index's annual gain to 8.0%. The core CPI, which excludes food and energy components, is seen rising 0.5% in October and 6.6% from a year earlier. \n\n\n Other economic data out this week will include the National Federation of Independent Business' Small Business Optimism Index for October on Tuesday. That's forecast to be roughly flat from September. The University of Michigan's Consumer Sentiment Index for November will be out on Friday, and is expected to also be about even with the previous month's reading. \n\n\n Monday 11/7 \n\n\n Activision Blizzard, BioNTech, Diamondback Energy, SolarEdge Technologies, and Take-Two Interactive Software release earnings. \n\n\n The Federal Reserve reports consumer credit data for September. In August, total consumer debt rose at a seasonally adjusted annual rate of 8.3%, to a record $4.68 trillion. Revolving debt -- primarily credit cards -- jumped 18.1%. \n\n\n Tuesday 11/8 \n\n\n It's Election Day. The midterms will determine which party controls Congress for the next two years. Polling suggests that Republicans will retake the House of Representatives, while the Senate looks like a toss-up. \n\n\n Constellation Energy, DuPont, GlobalFoundries, Occidental Petroleum, and Walt Disney report quarterly results. \n\n\n Nasdaq and Nucor hold their 2022 investor days. \n\n\n The National Federation of Independent Business releases its Small Business Optimism Index for October. Consensus estimate is for a 92 reading, roughly even with September's. The index has had readings below its 48-year average of 98 for nine consecutive months, as inflation and labor shortages continue to challenge small-business owners. \n\n\n Wednesday 11/9 \n\n\n D.R. Horton, Rivian Automotive, Roblox, and Trade Desk announce earnings. \n\n\n $First Republic Bank(FRC-N)$ and Phillips 66 host their annual investor days. \n\n\n Thursday 11/10 \n\n\n AstraZeneca, Becton Dickinson, Brookfield Asset Management, Ralph Lauren, Steris, and Tapestry hold conference calls to discuss quarterly results. \n\n\n Moderna hosts its first ESG day. \n\n\n The Bureau of Labor Statistics releases the consumer price index for October. Economists forecast that the CPI will show an increase of 8%, year over year, following an 8.2% jump in September. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.5%, a tenth of a percentage point less than previously. While the CPI is down nearly a full percentage from its recent June peak, the core CPI hit a four-decade high in September. The S&P 500 index fell 3.3% this past week as the Federal Open Market Committee raised the federal-funds rate by three-quarters of a percentage point for the fourth consecutive meeting and reiterated that taming inflation was its No. 1 priority. \n\n\n Friday 11/11 \n\n\n The bond market is closed in observance of Veterans Day. The Nasdaq and New York Stock Exchange keep regular trading hours. \n\n\n The University of Michigan releases its Consumer Sentiment Index for November. The consensus call is for a 59.7 reading, about even with the previous data. In October, consumers' one-year expectation for inflation was 5%, while longer-run expectations were 2.9%. \n\n\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n (END) Dow Jones Newswires\n\n\n November 06, 2022 17:55 ET (22:55 GMT)\n\n\n Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986880704,"gmtCreate":1666921934008,"gmtModify":1676537831698,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986880704","repostId":"1100216928","repostType":4,"repost":{"id":"1100216928","pubTimestamp":1666929303,"share":"https://www.laohu8.com/m/news/1100216928?lang=&edition=full","pubTime":"2022-10-28 11:55","market":"us","language":"en","title":"Is Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services","url":"https://stock-news.laohu8.com/highlight/detail?id=1100216928","media":"Seeking Alpha","summary":"SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.</li><li>The company posted upbeat third quarter results, mixed with tempered growth in core iPhone and Services sales.</li><li>Yet, the company's earnings beat and sustained 70%+ margins in Services despite lighter-than-expected growth continue to underscore the critical role of the segment for Apple.</li><li>While Apple stock's outperformance this year compared to the broader market and peers potentially increases its vulnerability to further volatility, its robust fundamentals continue to support the $3 trillion thesis.</li></ul><p>Apple Inc. (NASDAQ:AAPL) has long been watched as the bellwether for consumer strength amid rising recession risks in recent months, and its latest resilience demonstrated in the September quarter with a double beat, paired with positive commentary on the business's strengths, sets a positive tone for fiscal 2023 despite looming macro uncertainties.</p><p>Apple's September-quarter results suggest that affluent spend on premium products remains resilient, despite risks of overall consumer confidence deterioration in the near term with buckling budgets amid rising interest rates and inflation. This is further corroborated by stronger iPhone 14 Pro model sales compared with relatively lackluster take-rates on the new smartphone family's base model equivalents.</p><p>We believe Apple's resilience demonstrated in the September quarter is also a result of prudent business management imposed at the decision-making level. This includes pulling forward the iPhone 14 launch to improve fiscal 2022 performance while allowing Apple to take advantage of earlier-than-expected holiday-season shopping trends this year as consumers spread out spending habits as budgets tighten amid an inflationary environment. Time and again, the value of Apple's prudent management at the decision-making level has shone through, playing a critical role in mitigating some of the impact from worsening consumer weakness observed in recent months that could have led to softer fundamentals.</p><p>Meanwhile, management's allusion to "strength of [Apple's] ecosystem, unmatched customer loyalty, and [an] active installed base of devices [reaching] a new all-time high" kicks off fiscal 2023 with a strong positive note, underscoring the value of its pervasive ecosystem of high-demand hardware and complementary services that have become increasingly entwined with many aspects of daily personal settings, big and small. It is also consistent with rising investors' concerns about the impact of China - a critical market for Apple that showed signs of cracking after the company unleashed a rare round of discounts to attract demand over the summer.</p><p>But sustained growth in the higher-margin Services segment continues to demonstrate the value of Apple's sprawling influence over the consumer end-market. This is further corroborated by Apple's earnings beat, underscoring the strength of Services' margins despite the tough consumer backdrop during the September quarter.</p><p>While the stock has not lost as much of its value compared to its tech peers and the broader market amid this year's selloff, which raises concerns that it may become more "vulnerable" to further multiple contraction in the near-term given increasingly fragile market sentiment, we believe it will continue to fare better than most given the underlying business' robust fundamentals. Specifically, the robust momentum in Services maintained throughout the rising competition and deteriorating consumer sentiment in the third quarter continues to support its potential in ultimately accounting for half of Apple's valuation over the longer term, which reinforces the stock's$3 trillion thesis. Paired with Apple's upbeat F4Q22 results and management's positive tone on the forward prospects despite looming macro challenges, any near-term market volatility would likely continue to create compelling entry points for capitalizing on longer-term upsides.</p><p><b>Profitable Growth is Key - And Services is Here For It</b></p><p>Apple's Services segment demonstrated slower-than-expected but sustained growth in the September quarter, with sales increasing 5% y/y (inclusive of FX headwinds) and margins maintaining in the 70%-range despite inflationary pressures and consumer weakness. As discussed in our previous coverage on the stock, Apple's Services segment is becoming increasingly core to the company's long-term growth and profitability trajectory, especially with improved technological advancements in recent years and overall consumer weakness in the near-term lengthening upgrade cycles on devices.</p><p>This is also music to investors' ears, as preference migrates from growth to profitability amid a souring macroeconomic outlook.</p><blockquote>In 2017, Apple - under the leadership of Tim Cook - vowed todoubleits services revenue by 2020. Since then, the segment has delivered with a multi-year compounded annual growth rate ("CAGR") of more than 20%, boasting close to $68.5 billion in annual revenues during fiscal 2021, and approaching $80 billion in the current fiscal year ending this week. Earlier this year, Wall Street predicted that Apple's services segment amounts to a$1.5 trillionvalue on its own, similar to our own predictions which will be discussed in further detail below.</blockquote><blockquote>Although services sales growth has decelerated from its heights last year due to the moderation in demand from pulled-forward subscriptions during the pandemic era alongside broad-based macro weakness, the segment continues to boast robust double-digit expansion, reinforcing the bullish thesis surrounding Apple's sustained long-term growth and profitability trajectory.</blockquote><blockquote>Source: "Apple Services Is On A Critical Mission"</blockquote><p>We see Services' critical role in safeguarding Apple's bottom line continuing into the upcoming holiday season, despite light growth and a slight miss as expected during the fiscal fourth quarter. We see our previously discussed base case where Services will continue to lead growth alongside hardware sales as a highly likely scenario as Apple navigates through macro challenges in the near term. And the company's recent decision to raise prices on some of its core Services offerings - including Apple TV+, Apple Music and the Apple One bundle - will likely give the segment's momentum another leg up heading into fiscal 2023, as opposed to weighing further on weakening consumer sentiment since Apple has a strong value proposition to do so.</p><p><b>Apple TV+</b></p><p>Apple raised the monthly Apple TV+ subscription rate from $4.99 to $6.99, and annual subscription rate from $49 to $69, which went into effect earlier this week. While the price hike for Apple TV+ is not small - a whopping 40%+ - it remains competitive relative to rival streaming platforms spanning Netflix(NFLX), Disney+(DIS), and HBO Max(WBD), to name a few, including their respective ad-supported tiers that are / will be marketed as a "cheaper" alternative.</p><p>We also believe Apple has the right value proposition for jacking up Apple TV+'s pricing, which will effectively help reduce potential churn in the aftermath. Specifically, Apple TV+ was "introduced at a very low price because it started with just a few shows and movies." But now, it has grown into an extensive library of "award-winning and broadly acclaimed series, feature films, documentaries, and kids and family entertainment," which is further corroborated by its rapidly rising global market share of more than 6%, putting rival platforms on notice.</p><p>Yet, at the new price tag of $6.99 per month, Apple TV+ - which is currently ad-free and offers unlimited access to its entire catalogue of scripted and non-scripted content, alongside live sporting events such as "Friday Night Baseball" - the streaming platform still beats equivalents in the pricing segment. This includes Netflix and Disney+'s upcoming ad-supported tier priced at $6.99 and $7.99 per month, respectively, and HBO Max's ad-supported tier priced at $10 per month, with some not even offering access to live sporting events, which is a key demand driver in streaming that Apple TV+ is benefiting from. This continues to underscore Apple TV+'s pricing advantage amid weakening consumer sentiment, with its latest price hike still more competitive than similarly-priced offerings by peers, while contributing meaningfully to the Services segment profit margins over the longer term.</p><p><b>Apple Music</b></p><p>The monthly subscription rate for Apple Music will increase from $9.99 to $10.99 for individuals, and the annual subscription rate from $99 to $109. This would effectively make the service more expensive than key rival Spotify's (SPOT) equivalent which is currently priced at $9.99 per month still.</p><p>The price hike was implemented to compensate for increasing content licensing costs for creators. Although the price increase for Apple Music subscriptions may seem like it will be another blow to the service's already laggard market share(~15%) compared to Spotify's (>30%), we believe it will give Apple a leg up from a business and valuation perspective.</p><p>Specifically, Spotify currently reels from narrowing profit margins due to the same cost increases identified by Apple, underscoring that similar price hikes will likely be coming soon anyway. As such, we view the increase to Apple Music prices as a strategic move that will not only contribute positively to the Services segment's bottom line but also without the risks of material churn despite consumer weakness.</p><p><b>Apple One Bundle</b></p><p>The Apple One bundle - which allows up to six service subscriptions at a discounted price - has also implemented price increases across all of its variants offered. The standard bundle (individual subscription for Apple Music, TV+, Arcade, and iCloud+ with 50GB storage) will have its monthly subscription rate increase from $14.95 to $16.95; family bundle (five-people subscription for Apple Music, TV+, Arcade, and iCloud+ with total 200GB storage) from $19.95 to $22.95; and Premier bundle (same as family bundle, plus News+ and Fitness+) from $29.95 to $32.95.</p><p>The Apple One bundle has been a key contributor to overall growth observed in Apple's service subscription volumes and overall traction since its introduction in fiscal 2021, attracting new users to pay for subscription services that they otherwise would not have subscribed to without the bundle discount. The bundle discount - even after the recent price increase - adds another positive touch to the service-specific value propositions for subscribers as discussed in the earlier section, which we view as a critical factor to mitigating risks of churn, while further bolstering Services growth.</p><p>The pricing advantage in Apple's Services segment is expected to contribute positively towards its longer-term valuation of about $1.5 trillion alone. Not only would it further improve the segment's profit margins - an increasingly prominent driver of Apple's free cash flows - but also help bolster the funding needed to support further expansion into additional services and upgrades that will aid penetration into a broader subscriber base over the longer term.</p><p><b>Near-Term Investment Risks to Consider</b></p><p><b>China Risks:</b> This has accordingly introduced demand risks to one of Apple's most core operating regions - China currently accounts of about a fifth of the company's consolidated sales and a quarter of the consolidated income. Concerns of said demand risks are further corroborated by the rare sighting of a direct pricing discount on certain devices introduced over the summer in China. Even during seasonality promotions - like back-to-school, Black Friday, and/or holiday-season sales - Apple has hardly ever offered direct pricing discounts, opting for gift card rebates on bundle purchases and/or gift-with-purchases instead.</p><p>In addition to demand risks, Apple also faces supply risks and geopolitical risks in the region.</p><p>Yet, we believe Apple has a few levers to pull still that can compensate for the said risks. On the supply front, Apple's importance to suppliers worldwide gives it leverage needed to compensate for supply-risk-driven cost efficiencies. This is consistent with Apple's power in price negotiations with key suppliers like Taiwan Semiconductor (TSM), as well as previous observations that the tech giant's "size and importance to suppliers" was able to help it secure key components better than peers during the peak of supply shortages. Meanwhile, on the demand front, increasing momentum in Services as discussed in the foregoing analysis is expected to partially shield Apple from hardware demand risks in China within the foreseeable future, especially with robust market share gains observed across core operating regions like the U.S. and Europe.</p><p><b>Macro Risks:</b> FX and consumer slowdown are the biggest macro risks facing Apple today. FX risks are inevitable given the company's massive overseas operations amid a surging dollar environment as the Fed remains fixed on an aggressive rate hike trajectory to counter runaway inflation. And on the consumer slowdown front, Apple's upbeat showing for the September quarter also supports continued resilience relative to peers spanning PC/smartphone makers and service providers that have been losing market share.</p><p>In our view, we believe Mac and iPad sales are most susceptible to the near-term consumer slowdown, despite better-than-expected performance in the fiscal fourth quarter. First, the segments have already benefited from pulled-forward demand in the pandemic era, meaning forward momentum will likely remain moderate, especially with the looming economic downturn. Second, lost sales driven by supply chain constraints (most prominent in iPad segment) will likely see some of it becoming permanent instead of delayed due to consumers dialing back on discretionary spending amid deteriorating economic conditions. Lastly, previous expectations for stronger commercial IT spending that have benefited enterprise demand for Apple devices will likely moderate as well as budgets pullback to brace for near-term macroeconomic uncertainties. Worsening market trends are also contributing to anticipated challenges on Mac and iPad demand within the foreseeable future - the latest tally of global PC shipments in the calendar third quarter showed an accelerated decline this year, falling 6.8% y/y in 1Q22, 15% y/y in 2Q22, and 20% y/y in 3Q22, with 4Q22 numbers expected to worsen as consumers shun big-ticket items due to weakening spending power.</p><p>Yet, momentum in Services paired with Apple's pricing advantage as discussed in the foregoing analysis remains a key business strength that is expected to partially cushion some of the near-term impact on the macro-driven slowdown in product demand. Product upgrades, such as the latest introduction of a new Mac and iPad line-up retrofitted with next-generation Apple silicon, will likely help salvage product demand as well. This is further corroborated by Apple's rapid climb to the top, dethroning legacy PC makers like Lenovo (OTCPK:LNVGY), HP (HPE), and Dell (DELL) to become theindustry leader in the first half of the year.</p><p><b>Lengthening Product Cycle Risks:</b> Improving technology at Apple is also lengthening the upgrade cycle on its line-up of devices, which will potentially stagger the Products segment's growth outlook over the longer term. But Apple still has many levers to pull from a pricing and technology point-of-view to counter risks of growth slowdown due to lengthening product cycles in our opinion. For instance, Apple's transition to in-house designed silicon is a key advantage that will help attract demand stemming from both upgrades and switches and partially offset the growth slowdown in Products given their lengthened lifecycles. The company's potential introduction of a device subscription service would also drive improved economics for its Products segment over the longer term.</p><blockquote>Nonetheless, hardware sales are expected to imminently grow slower than Apple's services sales, given product revenue cycles are comparatively lengthier. For services, recurring revenues stemming from subscriptions come on a monthly or annual basis. But for products like iPhones and Macs, their lifecycles have grown from two years in the past to now aboutthreetofouryears and more than five years, respectively, thanks to continuous technological improvements. To put into perspective, the standard iPhone 14 starts at $799, which translates to about $266 in revenue per share if broken down based on a three-year lifespan. Comparatively, an annual subscription for the Apple One Bundle starts at [$203.40 per year (or $16.95 per month)], which is not too far off from the average annual revenue per iPhone, while boasting significantly more profitable margins. And while Apple's iPhone sales may be benefiting from broader industry tailwinds stemming from 5G transition, its large installed base is bound slow in growth based on the law of large numbers, signalling the double-digit multi-year CAGRs it once enjoyed are no more. It is no wonder that the company has been reportedly working on the launch of aproduct subscription modelto safeguard better economics over the longer term.</blockquote><blockquote>Source: "Apple Services Is On A Critical Mission"</blockquote><p><b>Final Thoughts</b></p><p>Market sentiment is becoming increasingly fragile, with many investors looking to the performance of large and mega caps - especially Apple - for hints on what forward consumer sentiment might look like and what they mean for the broader tech sector and the economy overall ahead of rising recession risks. This is especially true given Apple, along with its mega-cap peers spanning Alphabet(GOOG/GOOGL), Microsoft(MSFT), and Amazon (AMZN), account for "nearly a fifth" of the S&P 500's value today, or more than 30%of the tech-heavy Nasdaq 100 (Apple alone is the largest influence, accounting for 15% of the weight of the Nasdaq 100).</p><p>While Apple's valuation remains lofty at "23x forward earnings, above both its long-term average and the market overall," which potentially exposes it to further volatility as market sentiment remains fragile over coming months in anticipation of a cascading economy, we believe its strong F4Q22 performance and positive tone heading into fiscal 2023 reinforces the company's fundamental strength. This means any market-driven volatility in the Apple stock over the near term will continue to create a compelling risk-reward opportunity.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services</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 A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 11:55 GMT+8 <a href=https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat ...</p>\n\n<a href=\"https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services\">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/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100216928","content_text":"SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat third quarter results, mixed with tempered growth in core iPhone and Services sales.Yet, the company's earnings beat and sustained 70%+ margins in Services despite lighter-than-expected growth continue to underscore the critical role of the segment for Apple.While Apple stock's outperformance this year compared to the broader market and peers potentially increases its vulnerability to further volatility, its robust fundamentals continue to support the $3 trillion thesis.Apple Inc. (NASDAQ:AAPL) has long been watched as the bellwether for consumer strength amid rising recession risks in recent months, and its latest resilience demonstrated in the September quarter with a double beat, paired with positive commentary on the business's strengths, sets a positive tone for fiscal 2023 despite looming macro uncertainties.Apple's September-quarter results suggest that affluent spend on premium products remains resilient, despite risks of overall consumer confidence deterioration in the near term with buckling budgets amid rising interest rates and inflation. This is further corroborated by stronger iPhone 14 Pro model sales compared with relatively lackluster take-rates on the new smartphone family's base model equivalents.We believe Apple's resilience demonstrated in the September quarter is also a result of prudent business management imposed at the decision-making level. This includes pulling forward the iPhone 14 launch to improve fiscal 2022 performance while allowing Apple to take advantage of earlier-than-expected holiday-season shopping trends this year as consumers spread out spending habits as budgets tighten amid an inflationary environment. Time and again, the value of Apple's prudent management at the decision-making level has shone through, playing a critical role in mitigating some of the impact from worsening consumer weakness observed in recent months that could have led to softer fundamentals.Meanwhile, management's allusion to \"strength of [Apple's] ecosystem, unmatched customer loyalty, and [an] active installed base of devices [reaching] a new all-time high\" kicks off fiscal 2023 with a strong positive note, underscoring the value of its pervasive ecosystem of high-demand hardware and complementary services that have become increasingly entwined with many aspects of daily personal settings, big and small. It is also consistent with rising investors' concerns about the impact of China - a critical market for Apple that showed signs of cracking after the company unleashed a rare round of discounts to attract demand over the summer.But sustained growth in the higher-margin Services segment continues to demonstrate the value of Apple's sprawling influence over the consumer end-market. This is further corroborated by Apple's earnings beat, underscoring the strength of Services' margins despite the tough consumer backdrop during the September quarter.While the stock has not lost as much of its value compared to its tech peers and the broader market amid this year's selloff, which raises concerns that it may become more \"vulnerable\" to further multiple contraction in the near-term given increasingly fragile market sentiment, we believe it will continue to fare better than most given the underlying business' robust fundamentals. Specifically, the robust momentum in Services maintained throughout the rising competition and deteriorating consumer sentiment in the third quarter continues to support its potential in ultimately accounting for half of Apple's valuation over the longer term, which reinforces the stock's$3 trillion thesis. Paired with Apple's upbeat F4Q22 results and management's positive tone on the forward prospects despite looming macro challenges, any near-term market volatility would likely continue to create compelling entry points for capitalizing on longer-term upsides.Profitable Growth is Key - And Services is Here For ItApple's Services segment demonstrated slower-than-expected but sustained growth in the September quarter, with sales increasing 5% y/y (inclusive of FX headwinds) and margins maintaining in the 70%-range despite inflationary pressures and consumer weakness. As discussed in our previous coverage on the stock, Apple's Services segment is becoming increasingly core to the company's long-term growth and profitability trajectory, especially with improved technological advancements in recent years and overall consumer weakness in the near-term lengthening upgrade cycles on devices.This is also music to investors' ears, as preference migrates from growth to profitability amid a souring macroeconomic outlook.In 2017, Apple - under the leadership of Tim Cook - vowed todoubleits services revenue by 2020. Since then, the segment has delivered with a multi-year compounded annual growth rate (\"CAGR\") of more than 20%, boasting close to $68.5 billion in annual revenues during fiscal 2021, and approaching $80 billion in the current fiscal year ending this week. Earlier this year, Wall Street predicted that Apple's services segment amounts to a$1.5 trillionvalue on its own, similar to our own predictions which will be discussed in further detail below.Although services sales growth has decelerated from its heights last year due to the moderation in demand from pulled-forward subscriptions during the pandemic era alongside broad-based macro weakness, the segment continues to boast robust double-digit expansion, reinforcing the bullish thesis surrounding Apple's sustained long-term growth and profitability trajectory.Source: \"Apple Services Is On A Critical Mission\"We see Services' critical role in safeguarding Apple's bottom line continuing into the upcoming holiday season, despite light growth and a slight miss as expected during the fiscal fourth quarter. We see our previously discussed base case where Services will continue to lead growth alongside hardware sales as a highly likely scenario as Apple navigates through macro challenges in the near term. And the company's recent decision to raise prices on some of its core Services offerings - including Apple TV+, Apple Music and the Apple One bundle - will likely give the segment's momentum another leg up heading into fiscal 2023, as opposed to weighing further on weakening consumer sentiment since Apple has a strong value proposition to do so.Apple TV+Apple raised the monthly Apple TV+ subscription rate from $4.99 to $6.99, and annual subscription rate from $49 to $69, which went into effect earlier this week. While the price hike for Apple TV+ is not small - a whopping 40%+ - it remains competitive relative to rival streaming platforms spanning Netflix(NFLX), Disney+(DIS), and HBO Max(WBD), to name a few, including their respective ad-supported tiers that are / will be marketed as a \"cheaper\" alternative.We also believe Apple has the right value proposition for jacking up Apple TV+'s pricing, which will effectively help reduce potential churn in the aftermath. Specifically, Apple TV+ was \"introduced at a very low price because it started with just a few shows and movies.\" But now, it has grown into an extensive library of \"award-winning and broadly acclaimed series, feature films, documentaries, and kids and family entertainment,\" which is further corroborated by its rapidly rising global market share of more than 6%, putting rival platforms on notice.Yet, at the new price tag of $6.99 per month, Apple TV+ - which is currently ad-free and offers unlimited access to its entire catalogue of scripted and non-scripted content, alongside live sporting events such as \"Friday Night Baseball\" - the streaming platform still beats equivalents in the pricing segment. This includes Netflix and Disney+'s upcoming ad-supported tier priced at $6.99 and $7.99 per month, respectively, and HBO Max's ad-supported tier priced at $10 per month, with some not even offering access to live sporting events, which is a key demand driver in streaming that Apple TV+ is benefiting from. This continues to underscore Apple TV+'s pricing advantage amid weakening consumer sentiment, with its latest price hike still more competitive than similarly-priced offerings by peers, while contributing meaningfully to the Services segment profit margins over the longer term.Apple MusicThe monthly subscription rate for Apple Music will increase from $9.99 to $10.99 for individuals, and the annual subscription rate from $99 to $109. This would effectively make the service more expensive than key rival Spotify's (SPOT) equivalent which is currently priced at $9.99 per month still.The price hike was implemented to compensate for increasing content licensing costs for creators. Although the price increase for Apple Music subscriptions may seem like it will be another blow to the service's already laggard market share(~15%) compared to Spotify's (>30%), we believe it will give Apple a leg up from a business and valuation perspective.Specifically, Spotify currently reels from narrowing profit margins due to the same cost increases identified by Apple, underscoring that similar price hikes will likely be coming soon anyway. As such, we view the increase to Apple Music prices as a strategic move that will not only contribute positively to the Services segment's bottom line but also without the risks of material churn despite consumer weakness.Apple One BundleThe Apple One bundle - which allows up to six service subscriptions at a discounted price - has also implemented price increases across all of its variants offered. The standard bundle (individual subscription for Apple Music, TV+, Arcade, and iCloud+ with 50GB storage) will have its monthly subscription rate increase from $14.95 to $16.95; family bundle (five-people subscription for Apple Music, TV+, Arcade, and iCloud+ with total 200GB storage) from $19.95 to $22.95; and Premier bundle (same as family bundle, plus News+ and Fitness+) from $29.95 to $32.95.The Apple One bundle has been a key contributor to overall growth observed in Apple's service subscription volumes and overall traction since its introduction in fiscal 2021, attracting new users to pay for subscription services that they otherwise would not have subscribed to without the bundle discount. The bundle discount - even after the recent price increase - adds another positive touch to the service-specific value propositions for subscribers as discussed in the earlier section, which we view as a critical factor to mitigating risks of churn, while further bolstering Services growth.The pricing advantage in Apple's Services segment is expected to contribute positively towards its longer-term valuation of about $1.5 trillion alone. Not only would it further improve the segment's profit margins - an increasingly prominent driver of Apple's free cash flows - but also help bolster the funding needed to support further expansion into additional services and upgrades that will aid penetration into a broader subscriber base over the longer term.Near-Term Investment Risks to ConsiderChina Risks: This has accordingly introduced demand risks to one of Apple's most core operating regions - China currently accounts of about a fifth of the company's consolidated sales and a quarter of the consolidated income. Concerns of said demand risks are further corroborated by the rare sighting of a direct pricing discount on certain devices introduced over the summer in China. Even during seasonality promotions - like back-to-school, Black Friday, and/or holiday-season sales - Apple has hardly ever offered direct pricing discounts, opting for gift card rebates on bundle purchases and/or gift-with-purchases instead.In addition to demand risks, Apple also faces supply risks and geopolitical risks in the region.Yet, we believe Apple has a few levers to pull still that can compensate for the said risks. On the supply front, Apple's importance to suppliers worldwide gives it leverage needed to compensate for supply-risk-driven cost efficiencies. This is consistent with Apple's power in price negotiations with key suppliers like Taiwan Semiconductor (TSM), as well as previous observations that the tech giant's \"size and importance to suppliers\" was able to help it secure key components better than peers during the peak of supply shortages. Meanwhile, on the demand front, increasing momentum in Services as discussed in the foregoing analysis is expected to partially shield Apple from hardware demand risks in China within the foreseeable future, especially with robust market share gains observed across core operating regions like the U.S. and Europe.Macro Risks: FX and consumer slowdown are the biggest macro risks facing Apple today. FX risks are inevitable given the company's massive overseas operations amid a surging dollar environment as the Fed remains fixed on an aggressive rate hike trajectory to counter runaway inflation. And on the consumer slowdown front, Apple's upbeat showing for the September quarter also supports continued resilience relative to peers spanning PC/smartphone makers and service providers that have been losing market share.In our view, we believe Mac and iPad sales are most susceptible to the near-term consumer slowdown, despite better-than-expected performance in the fiscal fourth quarter. First, the segments have already benefited from pulled-forward demand in the pandemic era, meaning forward momentum will likely remain moderate, especially with the looming economic downturn. Second, lost sales driven by supply chain constraints (most prominent in iPad segment) will likely see some of it becoming permanent instead of delayed due to consumers dialing back on discretionary spending amid deteriorating economic conditions. Lastly, previous expectations for stronger commercial IT spending that have benefited enterprise demand for Apple devices will likely moderate as well as budgets pullback to brace for near-term macroeconomic uncertainties. Worsening market trends are also contributing to anticipated challenges on Mac and iPad demand within the foreseeable future - the latest tally of global PC shipments in the calendar third quarter showed an accelerated decline this year, falling 6.8% y/y in 1Q22, 15% y/y in 2Q22, and 20% y/y in 3Q22, with 4Q22 numbers expected to worsen as consumers shun big-ticket items due to weakening spending power.Yet, momentum in Services paired with Apple's pricing advantage as discussed in the foregoing analysis remains a key business strength that is expected to partially cushion some of the near-term impact on the macro-driven slowdown in product demand. Product upgrades, such as the latest introduction of a new Mac and iPad line-up retrofitted with next-generation Apple silicon, will likely help salvage product demand as well. This is further corroborated by Apple's rapid climb to the top, dethroning legacy PC makers like Lenovo (OTCPK:LNVGY), HP (HPE), and Dell (DELL) to become theindustry leader in the first half of the year.Lengthening Product Cycle Risks: Improving technology at Apple is also lengthening the upgrade cycle on its line-up of devices, which will potentially stagger the Products segment's growth outlook over the longer term. But Apple still has many levers to pull from a pricing and technology point-of-view to counter risks of growth slowdown due to lengthening product cycles in our opinion. For instance, Apple's transition to in-house designed silicon is a key advantage that will help attract demand stemming from both upgrades and switches and partially offset the growth slowdown in Products given their lengthened lifecycles. The company's potential introduction of a device subscription service would also drive improved economics for its Products segment over the longer term.Nonetheless, hardware sales are expected to imminently grow slower than Apple's services sales, given product revenue cycles are comparatively lengthier. For services, recurring revenues stemming from subscriptions come on a monthly or annual basis. But for products like iPhones and Macs, their lifecycles have grown from two years in the past to now aboutthreetofouryears and more than five years, respectively, thanks to continuous technological improvements. To put into perspective, the standard iPhone 14 starts at $799, which translates to about $266 in revenue per share if broken down based on a three-year lifespan. Comparatively, an annual subscription for the Apple One Bundle starts at [$203.40 per year (or $16.95 per month)], which is not too far off from the average annual revenue per iPhone, while boasting significantly more profitable margins. And while Apple's iPhone sales may be benefiting from broader industry tailwinds stemming from 5G transition, its large installed base is bound slow in growth based on the law of large numbers, signalling the double-digit multi-year CAGRs it once enjoyed are no more. It is no wonder that the company has been reportedly working on the launch of aproduct subscription modelto safeguard better economics over the longer term.Source: \"Apple Services Is On A Critical Mission\"Final ThoughtsMarket sentiment is becoming increasingly fragile, with many investors looking to the performance of large and mega caps - especially Apple - for hints on what forward consumer sentiment might look like and what they mean for the broader tech sector and the economy overall ahead of rising recession risks. This is especially true given Apple, along with its mega-cap peers spanning Alphabet(GOOG/GOOGL), Microsoft(MSFT), and Amazon (AMZN), account for \"nearly a fifth\" of the S&P 500's value today, or more than 30%of the tech-heavy Nasdaq 100 (Apple alone is the largest influence, accounting for 15% of the weight of the Nasdaq 100).While Apple's valuation remains lofty at \"23x forward earnings, above both its long-term average and the market overall,\" which potentially exposes it to further volatility as market sentiment remains fragile over coming months in anticipation of a cascading economy, we believe its strong F4Q22 performance and positive tone heading into fiscal 2023 reinforces the company's fundamental strength. This means any market-driven volatility in the Apple stock over the near term will continue to create a compelling risk-reward opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808382828,"gmtCreate":1627557307364,"gmtModify":1703492321665,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Well done ","listText":"Well done ","text":"Well done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808382828","repostId":"2155990524","repostType":4,"repost":{"id":"2155990524","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627549354,"share":"https://www.laohu8.com/m/news/2155990524?lang=&edition=full","pubTime":"2021-07-29 17:02","market":"hk","language":"en","title":"7 Stocks To Watch For July 29, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2155990524","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\tWall Street expects Mastercard Inc (NYSE: MA) to report quarterly earnings at $1.72 per share on revenue of $4.34 billion before the opening bell. Mastercard shares fell 0.2% to $382.88 in after-hours trading.\n","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Mastercard Inc</b> (NYSE:MA) to report quarterly earnings at $1.72 per share on revenue of $4.34 billion before the opening bell. Mastercard shares rose 0.2% to $384.23 in premarket trading.</li>\n <li><b>Ford Motor Company</b> (NYSE:F) reported a surprise profit for the second quarter, while sales also exceeded market estimates. The company also raised its profit guidance for the year. Ford shares gained 3.8% to $14.38 in premarket trading.</li>\n <li>Analysts expect <b>Merck & Co., Inc.</b> (NYSE:MRK) to post quarterly earnings at $1.44 per share on revenue of $11.54 billion before the opening bell. Merck shares rose 0.2% to $78.46 in premarket trading.</li>\n <li><b><a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc</b> (NASDAQ:FB) reported better-than-expected earnings for its second quarter. The company saw its daily active users grow 7% year-over-year to 1.91 billion in the quarter. Monthly active users increased 7% to 2.9 billion. Facebook said its third- and fourth-quarter revenue growth rates could decelerate “significantly” due to going against tough comp periods from the prior year. Facebook shares, however, fell 3.6% to $359.98 in premarket trading.</li>\n</ul>\n<ul>\n <li>Analysts are expecting <b>AstraZeneca plc</b> (NASDAQ:AZN) to have earned $0.43 per share on revenue of $7.36 billion for the latest quarter. The company will release earnings before the markets open. AstraZeneca shares rose 1.8% to $57.84 in premarket trading.</li>\n <li><b>Paypal Holdings Inc</b> (NASDAQ:PYPL) posted upbeat earnings for its second quarter, but issued weak profit forecast for the current quarter. Paypal shares dropped 5% to $286.80 in premarket trading.</li>\n <li>Analysts expect <b>Comcast Corporation</b> (NASDAQ:CMCSA) to report quarterly earnings at $0.66 per share on revenue of $27.16 billion before the opening bell. Comcast shares fell 0.8% to $57.52 in premarket trading.</li>\n</ul>","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>7 Stocks To Watch For July 29, 2021</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\">\n7 Stocks To Watch For July 29, 2021\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-29 17:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Mastercard Inc</b> (NYSE:MA) to report quarterly earnings at $1.72 per share on revenue of $4.34 billion before the opening bell. Mastercard shares rose 0.2% to $384.23 in premarket trading.</li>\n <li><b>Ford Motor Company</b> (NYSE:F) reported a surprise profit for the second quarter, while sales also exceeded market estimates. The company also raised its profit guidance for the year. Ford shares gained 3.8% to $14.38 in premarket trading.</li>\n <li>Analysts expect <b>Merck & Co., Inc.</b> (NYSE:MRK) to post quarterly earnings at $1.44 per share on revenue of $11.54 billion before the opening bell. Merck shares rose 0.2% to $78.46 in premarket trading.</li>\n <li><b><a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc</b> (NASDAQ:FB) reported better-than-expected earnings for its second quarter. The company saw its daily active users grow 7% year-over-year to 1.91 billion in the quarter. Monthly active users increased 7% to 2.9 billion. Facebook said its third- and fourth-quarter revenue growth rates could decelerate “significantly” due to going against tough comp periods from the prior year. Facebook shares, however, fell 3.6% to $359.98 in premarket trading.</li>\n</ul>\n<ul>\n <li>Analysts are expecting <b>AstraZeneca plc</b> (NASDAQ:AZN) to have earned $0.43 per share on revenue of $7.36 billion for the latest quarter. The company will release earnings before the markets open. AstraZeneca shares rose 1.8% to $57.84 in premarket trading.</li>\n <li><b>Paypal Holdings Inc</b> (NASDAQ:PYPL) posted upbeat earnings for its second quarter, but issued weak profit forecast for the current quarter. Paypal shares dropped 5% to $286.80 in premarket trading.</li>\n <li>Analysts expect <b>Comcast Corporation</b> (NASDAQ:CMCSA) to report quarterly earnings at $0.66 per share on revenue of $27.16 billion before the opening bell. Comcast shares fell 0.8% to $57.52 in premarket trading.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MA":"万事达","AZN":"阿斯利康"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155990524","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Mastercard Inc (NYSE:MA) to report quarterly earnings at $1.72 per share on revenue of $4.34 billion before the opening bell. Mastercard shares rose 0.2% to $384.23 in premarket trading.\nFord Motor Company (NYSE:F) reported a surprise profit for the second quarter, while sales also exceeded market estimates. The company also raised its profit guidance for the year. Ford shares gained 3.8% to $14.38 in premarket trading.\nAnalysts expect Merck & Co., Inc. (NYSE:MRK) to post quarterly earnings at $1.44 per share on revenue of $11.54 billion before the opening bell. Merck shares rose 0.2% to $78.46 in premarket trading.\nFacebook Inc (NASDAQ:FB) reported better-than-expected earnings for its second quarter. The company saw its daily active users grow 7% year-over-year to 1.91 billion in the quarter. Monthly active users increased 7% to 2.9 billion. Facebook said its third- and fourth-quarter revenue growth rates could decelerate “significantly” due to going against tough comp periods from the prior year. Facebook shares, however, fell 3.6% to $359.98 in premarket trading.\n\n\nAnalysts are expecting AstraZeneca plc (NASDAQ:AZN) to have earned $0.43 per share on revenue of $7.36 billion for the latest quarter. The company will release earnings before the markets open. AstraZeneca shares rose 1.8% to $57.84 in premarket trading.\nPaypal Holdings Inc (NASDAQ:PYPL) posted upbeat earnings for its second quarter, but issued weak profit forecast for the current quarter. Paypal shares dropped 5% to $286.80 in premarket trading.\nAnalysts expect Comcast Corporation (NASDAQ:CMCSA) to report quarterly earnings at $0.66 per share on revenue of $27.16 billion before the opening bell. Comcast shares fell 0.8% to $57.52 in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154191227,"gmtCreate":1625486923069,"gmtModify":1703742545519,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Closed ","listText":"Closed ","text":"Closed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/154191227","repostId":"1109703914","repostType":4,"repost":{"id":"1109703914","pubTimestamp":1625464355,"share":"https://www.laohu8.com/m/news/1109703914?lang=&edition=full","pubTime":"2021-07-05 13:52","market":"us","language":"en","title":"Is the Stock Market Open or Closed on Independence Day?","url":"https://stock-news.laohu8.com/highlight/detail?id=1109703914","media":"Thestreet","summary":"Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.So will the major markets open or close for the holiday?The New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.It's one of nine full-closing daysfor the stock market this year.For instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading i","content":"<p>Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.</p>\n<p>So will the major markets open or close for the holiday?</p>\n<p>The New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.</p>\n<p>It's one of nine full-closing daysfor the stock market this year.</p>\n<p>For instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading is scheduled for a bit more than a half-day, 9:30 a.m. to 1 p.m. ET.</p>\n<p>Normal stock-trading hours run 9:30 a.m. to 4 p.m. ET.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is the Stock Market Open or Closed on Independence Day?</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 the Stock Market Open or Closed on Independence Day?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 13:52 GMT+8 <a href=https://www.thestreet.com/investing/independence-day-stock-markets-trading-hours><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.\nSo will the major markets open or close for the...</p>\n\n<a href=\"https://www.thestreet.com/investing/independence-day-stock-markets-trading-hours\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.thestreet.com/investing/independence-day-stock-markets-trading-hours","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109703914","content_text":"Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.\nSo will the major markets open or close for the holiday?\nThe New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.\nIt's one of nine full-closing daysfor the stock market this year.\nFor instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading is scheduled for a bit more than a half-day, 9:30 a.m. to 1 p.m. ET.\nNormal stock-trading hours run 9:30 a.m. to 4 p.m. ET.","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916687076,"gmtCreate":1664586924096,"gmtModify":1676537480494,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FTNT\">$Fortinet(FTNT)$</a> Sell now","listText":"<a href=\"https://ttm.financial/S/FTNT\">$Fortinet(FTNT)$</a> Sell now","text":"$Fortinet(FTNT)$ Sell now","images":[{"img":"https://community-static.tradeup.com/news/bdbd05f1fe8df96e1bc4fe820f101188","width":"1125","height":"2261"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9916687076","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9044447330,"gmtCreate":1656812421320,"gmtModify":1676535897418,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FTNT\">$Fortinet(FTNT)$</a>Buy","listText":"<a href=\"https://ttm.financial/S/FTNT\">$Fortinet(FTNT)$</a>Buy","text":"$Fortinet(FTNT)$Buy","images":[{"img":"https://community-static.tradeup.com/news/0c9b3e3cc786cabbf426718e9adc2d70","width":"1284","height":"4134"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044447330","isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9068568709,"gmtCreate":1651794195101,"gmtModify":1676534970272,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PINS\">$Pinterest, Inc.(PINS)$</a>Market unstoppable ","listText":"<a href=\"https://ttm.financial/S/PINS\">$Pinterest, Inc.(PINS)$</a>Market unstoppable ","text":"$Pinterest, Inc.(PINS)$Market unstoppable","images":[{"img":"https://community-static.tradeup.com/news/3d9efe8b283ecfef3881ec50abc3c818","width":"1125","height":"3780"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068568709","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9009464525,"gmtCreate":1640764933587,"gmtModify":1676533540034,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009464525","repostId":"1145157303","repostType":4,"repost":{"id":"1145157303","pubTimestamp":1640764451,"share":"https://www.laohu8.com/m/news/1145157303?lang=&edition=full","pubTime":"2021-12-29 15:54","market":"us","language":"en","title":"Top Retail Stocks for 2022 Range From LVMH to Costco, According to Cowen Analysts","url":"https://stock-news.laohu8.com/highlight/detail?id=1145157303","media":"Barrons","summary":"The top retail stocks for 2022 are companies that specialize in luxury goods, and those that are res","content":"<html><head></head><body><p>The top retail stocks for 2022 are companies that specialize in luxury goods, and those that are resilient against inflation, according to Cowen analysts.</p><p>Investors should look for defensive stocks that perform better during broad market recessions and offer solid returns amid inflation, which will be “significant and semi-permanent,” heading into next year, Cowen analysts wrote in a report published Tuesday.</p><p>“Cowen prefers to own stocks tailored toward the high end consumers, and stocks that provide deep value to the lower-end consumers,” wrote lead analyst Oliver Chen. Those include LVMH Moet Hennessy Louis Vuitton(ticker: MC:France),RH,(RH), the retailer formerly known as Restoration Hardware,Brilliant Earth Group(BRLT),Costco Wholesale(COST), and Walmart(WMT).</p><p>Costco,Brilliant Earth,RH, and LVMH can hold steady against inflation thanks to their pricing power and market share, Chen wrote. RH, for example, has about a 4.5% market share of the furniture industry, and Brilliant Earth has about $61 billion of the $300 billion global fine jewelry market, the analysts say.</p><p>The firm’s top retail pick for 2022 is department store Macy’s(M), which is up about 134% this year. The company has faced pressure to separate its digital operation from its bricks and mortar business, but Cowen says Macy’s is accelerating its digital business, which could reach $10 billion in sales by fiscal year 2023. That would account for about 40% of overall revenue, according to Cowen estimates.</p><p>Other retail-giant picks include Target(TGT) and Walmart,which have successfully merged their physical store operations with digital strategies, Chen wrote. Target, Walmart and Costco are also multicategory stock picks that offer services that include next-day and two-day delivery, curbside pickup, and partnerships with Instacart.</p><p>Investors shouldn’t overlook the beauty industry as “consumers’ awareness and preference for health and wellness remain elevated,” the analysts wrote.E.l.f. Beauty(ELF),Olaplex Holdings(OLPX),Sally Beauty Holdings(SBH),Beauty Health(SKIN), the parent of Hydrafacial, andUlta Beauty(ULTA), each offer “innovation, pricing and generation Z,” factors. Of the picks, Olaplex is projected to see the most sales growth— 26.6%—in a global cosmetics industryset to hit $415.29 billion from 2021 to 2028.</p></body></html>","source":"lsy1601382232898","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>Top Retail Stocks for 2022 Range From LVMH to Costco, According to Cowen Analysts</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\">\nTop Retail Stocks for 2022 Range From LVMH to Costco, According to Cowen Analysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 15:54 GMT+8 <a href=https://www.barrons.com/articles/top-retail-stocks-for-2022-range-from-lvmh-to-costco-according-to-cowen-analysts-51640714675?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The top retail stocks for 2022 are companies that specialize in luxury goods, and those that are resilient against inflation, according to Cowen analysts.Investors should look for defensive stocks ...</p>\n\n<a href=\"https://www.barrons.com/articles/top-retail-stocks-for-2022-range-from-lvmh-to-costco-according-to-cowen-analysts-51640714675?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","LVMUY":"路易威登","TGT":"塔吉特","RH":"Restoration Hardware Holdings","COST":"好市多","BRLT":"Brilliant Earth Group, Inc.","M":"梅西百货"},"source_url":"https://www.barrons.com/articles/top-retail-stocks-for-2022-range-from-lvmh-to-costco-according-to-cowen-analysts-51640714675?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145157303","content_text":"The top retail stocks for 2022 are companies that specialize in luxury goods, and those that are resilient against inflation, according to Cowen analysts.Investors should look for defensive stocks that perform better during broad market recessions and offer solid returns amid inflation, which will be “significant and semi-permanent,” heading into next year, Cowen analysts wrote in a report published Tuesday.“Cowen prefers to own stocks tailored toward the high end consumers, and stocks that provide deep value to the lower-end consumers,” wrote lead analyst Oliver Chen. Those include LVMH Moet Hennessy Louis Vuitton(ticker: MC:France),RH,(RH), the retailer formerly known as Restoration Hardware,Brilliant Earth Group(BRLT),Costco Wholesale(COST), and Walmart(WMT).Costco,Brilliant Earth,RH, and LVMH can hold steady against inflation thanks to their pricing power and market share, Chen wrote. RH, for example, has about a 4.5% market share of the furniture industry, and Brilliant Earth has about $61 billion of the $300 billion global fine jewelry market, the analysts say.The firm’s top retail pick for 2022 is department store Macy’s(M), which is up about 134% this year. The company has faced pressure to separate its digital operation from its bricks and mortar business, but Cowen says Macy’s is accelerating its digital business, which could reach $10 billion in sales by fiscal year 2023. That would account for about 40% of overall revenue, according to Cowen estimates.Other retail-giant picks include Target(TGT) and Walmart,which have successfully merged their physical store operations with digital strategies, Chen wrote. Target, Walmart and Costco are also multicategory stock picks that offer services that include next-day and two-day delivery, curbside pickup, and partnerships with Instacart.Investors shouldn’t overlook the beauty industry as “consumers’ awareness and preference for health and wellness remain elevated,” the analysts wrote.E.l.f. Beauty(ELF),Olaplex Holdings(OLPX),Sally Beauty Holdings(SBH),Beauty Health(SKIN), the parent of Hydrafacial, andUlta Beauty(ULTA), each offer “innovation, pricing and generation Z,” factors. Of the picks, Olaplex is projected to see the most sales growth— 26.6%—in a global cosmetics industryset to hit $415.29 billion from 2021 to 2028.","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955406999,"gmtCreate":1675645903011,"gmtModify":1676539009902,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955406999","repostId":"2309838908","repostType":4,"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024983863,"gmtCreate":1653788958252,"gmtModify":1676535341329,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Yes yes","listText":"Yes yes","text":"Yes yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024983863","repostId":"2238585689","repostType":4,"repost":{"id":"2238585689","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":1653785130,"share":"https://www.laohu8.com/m/news/2238585689?lang=&edition=full","pubTime":"2022-05-29 08:45","market":"us","language":"en","title":"$250 Billion in \"Rebalancing\" Inflows Could Rescue Stocks By the End of June, JPMorgan Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2238585689","media":"Dow Jones","summary":"While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMo","content":"<html><head></head><body><p>While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMorgan's equity-research department has churned up yet another bullish note for the bank's clients, advising them about the potential for massive month- and quarter-end rebalancing flows that could trigger a sustained rebound in stocks, putting even more distance between the U.S. benchmarks and the bear-market territory with which the S&P 500 index was flirting late last week.</p><p>The team of JPMorgan equity quants, led by Nikolaos Panigirtzoglou, told the bank's clients that potentially more than $250 billion could flow into stocks by the end of June as American mutual funds and pension funds, along with foreign pensions and sovereign-wealth funds, "rebalance" by buying stocks and selling bonds to compensate for the latest drop in stocks.</p><p>In their latest report on equity flows and liquidity, the team said it expects between $34 billion and $56 billion of buying by "balanced" mutual funds (that is, funds that aim to maintain a 60/40 weighting of stocks to bonds in accordance with the principles of Modern Portfolio Theory).</p><p>But even larger than the mutual-fund universe is the world of defined-benefit pension funds, which Panigirtzoglou and his team believe could dump as much as $167 billion into U.S. stocks by the end of June.</p><p>These funds have an aggregate $7.5 trillion in assets under management, according to JPMorgan, and although pension funds tend to rebalance more slowly than mutual funds, the JPMorgan team suspects that they might be behind the eight-ball on rebalancing for April, leaving more room for buying as we head into the summer months.</p><p>Finally, the JPMorgan analysts expect an additional $40 billion of inflows from major foreign buyers like the Norges Bank (which controls Norway's massive sovereign-wealth fund), the Swiss National Bank (which maintains a large portfolio of U.S. equities) and Japanese pension funds.</p><p>All told, that's potentially more than $250 billion in inflows that could bolster Wall Street stocks. Since algorithmic traders like Commodity Trading Advisors often trade based on momentum, the initial move higher in equities caused by these inflows could potentially trigger a virtuous feedback loop that could see stocks erase more than half of their year-to-date losses -- at least, according to JPMorgan.</p><p>To be sure, the JPMorgan team had expected a significant bump in equity prices due to rebalancing back in March, a call that didn't quite come to pass, although global equities did stage a brief rally, registering a modest gain for the month, their only monthly gain so far this year.</p><p>JPMorgan's strategists, particularly Panigirtzoglou and his colleague Marko Kolanovic, have been some of the most stridently bullish voices on Wall Street so far this year. But as noted above, other Wall Street strategists are much more bearish: for example, Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management, said in a note to clients published Monday that downward earnings revisions could cause stocks to shed another 5% to 10% of their value.</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>$250 Billion in \"Rebalancing\" Inflows Could Rescue Stocks By the End of June, JPMorgan Says</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\">\n$250 Billion in \"Rebalancing\" Inflows Could Rescue Stocks By the End of June, JPMorgan Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-29 08:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMorgan's equity-research department has churned up yet another bullish note for the bank's clients, advising them about the potential for massive month- and quarter-end rebalancing flows that could trigger a sustained rebound in stocks, putting even more distance between the U.S. benchmarks and the bear-market territory with which the S&P 500 index was flirting late last week.</p><p>The team of JPMorgan equity quants, led by Nikolaos Panigirtzoglou, told the bank's clients that potentially more than $250 billion could flow into stocks by the end of June as American mutual funds and pension funds, along with foreign pensions and sovereign-wealth funds, "rebalance" by buying stocks and selling bonds to compensate for the latest drop in stocks.</p><p>In their latest report on equity flows and liquidity, the team said it expects between $34 billion and $56 billion of buying by "balanced" mutual funds (that is, funds that aim to maintain a 60/40 weighting of stocks to bonds in accordance with the principles of Modern Portfolio Theory).</p><p>But even larger than the mutual-fund universe is the world of defined-benefit pension funds, which Panigirtzoglou and his team believe could dump as much as $167 billion into U.S. stocks by the end of June.</p><p>These funds have an aggregate $7.5 trillion in assets under management, according to JPMorgan, and although pension funds tend to rebalance more slowly than mutual funds, the JPMorgan team suspects that they might be behind the eight-ball on rebalancing for April, leaving more room for buying as we head into the summer months.</p><p>Finally, the JPMorgan analysts expect an additional $40 billion of inflows from major foreign buyers like the Norges Bank (which controls Norway's massive sovereign-wealth fund), the Swiss National Bank (which maintains a large portfolio of U.S. equities) and Japanese pension funds.</p><p>All told, that's potentially more than $250 billion in inflows that could bolster Wall Street stocks. Since algorithmic traders like Commodity Trading Advisors often trade based on momentum, the initial move higher in equities caused by these inflows could potentially trigger a virtuous feedback loop that could see stocks erase more than half of their year-to-date losses -- at least, according to JPMorgan.</p><p>To be sure, the JPMorgan team had expected a significant bump in equity prices due to rebalancing back in March, a call that didn't quite come to pass, although global equities did stage a brief rally, registering a modest gain for the month, their only monthly gain so far this year.</p><p>JPMorgan's strategists, particularly Panigirtzoglou and his colleague Marko Kolanovic, have been some of the most stridently bullish voices on Wall Street so far this year. But as noted above, other Wall Street strategists are much more bearish: for example, Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management, said in a note to clients published Monday that downward earnings revisions could cause stocks to shed another 5% to 10% of their value.</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"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238585689","content_text":"While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMorgan's equity-research department has churned up yet another bullish note for the bank's clients, advising them about the potential for massive month- and quarter-end rebalancing flows that could trigger a sustained rebound in stocks, putting even more distance between the U.S. benchmarks and the bear-market territory with which the S&P 500 index was flirting late last week.The team of JPMorgan equity quants, led by Nikolaos Panigirtzoglou, told the bank's clients that potentially more than $250 billion could flow into stocks by the end of June as American mutual funds and pension funds, along with foreign pensions and sovereign-wealth funds, \"rebalance\" by buying stocks and selling bonds to compensate for the latest drop in stocks.In their latest report on equity flows and liquidity, the team said it expects between $34 billion and $56 billion of buying by \"balanced\" mutual funds (that is, funds that aim to maintain a 60/40 weighting of stocks to bonds in accordance with the principles of Modern Portfolio Theory).But even larger than the mutual-fund universe is the world of defined-benefit pension funds, which Panigirtzoglou and his team believe could dump as much as $167 billion into U.S. stocks by the end of June.These funds have an aggregate $7.5 trillion in assets under management, according to JPMorgan, and although pension funds tend to rebalance more slowly than mutual funds, the JPMorgan team suspects that they might be behind the eight-ball on rebalancing for April, leaving more room for buying as we head into the summer months.Finally, the JPMorgan analysts expect an additional $40 billion of inflows from major foreign buyers like the Norges Bank (which controls Norway's massive sovereign-wealth fund), the Swiss National Bank (which maintains a large portfolio of U.S. equities) and Japanese pension funds.All told, that's potentially more than $250 billion in inflows that could bolster Wall Street stocks. Since algorithmic traders like Commodity Trading Advisors often trade based on momentum, the initial move higher in equities caused by these inflows could potentially trigger a virtuous feedback loop that could see stocks erase more than half of their year-to-date losses -- at least, according to JPMorgan.To be sure, the JPMorgan team had expected a significant bump in equity prices due to rebalancing back in March, a call that didn't quite come to pass, although global equities did stage a brief rally, registering a modest gain for the month, their only monthly gain so far this year.JPMorgan's strategists, particularly Panigirtzoglou and his colleague Marko Kolanovic, have been some of the most stridently bullish voices on Wall Street so far this year. But as noted above, other Wall Street strategists are much more bearish: for example, Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management, said in a note to clients published Monday that downward earnings revisions could cause stocks to shed another 5% to 10% of their value.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140896862,"gmtCreate":1625644304456,"gmtModify":1703745517159,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Gold will hit $2000","listText":"Gold will hit $2000","text":"Gold will hit $2000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/140896862","repostId":"1106109732","repostType":4,"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916978797,"gmtCreate":1664502599219,"gmtModify":1676537467187,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PINS\">$Pinterest, Inc.(PINS)$</a>Sell now","listText":"<a href=\"https://ttm.financial/S/PINS\">$Pinterest, Inc.(PINS)$</a>Sell now","text":"$Pinterest, Inc.(PINS)$Sell now","images":[{"img":"https://community-static.tradeup.com/news/412189a94af76b8d099114c712f60be0","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916978797","isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9903411570,"gmtCreate":1659059424090,"gmtModify":1676536251883,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FTNT\">$Fortinet(FTNT)$</a>Buy","listText":"<a 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now","images":[{"img":"https://community-static.tradeup.com/news/c47f48d5d128a968203b09e76123fa7f","width":"1284","height":"3579"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070085301","isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9056011014,"gmtCreate":1654911059638,"gmtModify":1676535532304,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Yes yes","listText":"Yes yes","text":"Yes yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056011014","repostId":"1108712122","repostType":4,"repost":{"id":"1108712122","pubTimestamp":1654902743,"share":"https://www.laohu8.com/m/news/1108712122?lang=&edition=full","pubTime":"2022-06-11 07:12","market":"us","language":"en","title":"Wall Street Suffers Biggest Weekly Loss Since January After Hot CPI Data","url":"https://stock-news.laohu8.com/highlight/detail?id=1108712122","media":"StreetInsider","summary":"U.S. stocks posted their biggest weekly percentage declines since January and ended sharply lower on","content":"<html><head></head><body><p>U.S. stocks posted their biggest weekly percentage declines since January and ended sharply lower on the day Friday as a steeper-than-expected rise in U.S. consumer prices in May fueled fears of more aggressive interest rate hikes by the Federal Reserve.</p><p>Tech and growth stocks, whose valuations rely more heavily on future cash flows, led the decline. Microsoft Corp, Amazon.com Inc and Apple Inc drove losses in the S&P 500.</p><p>Following the inflation report, two-year Treasury yields, which are highly sensitive to rate hikes, spiked to 3.057%, the highest since June 2008. Benchmark 10-year yields reached 3.178%, the highest since May 9.</p><p>The U.S. Labor Department's report showed the consumer price index (CPI) increased 1.0% last month after gaining 0.3% in April. Economists polled by Reuters had forecast the monthly CPI picking up 0.7%.</p><p>Year-on-year, CPI surged 8.6%, its biggest gain since 1981 and following an 8.3% jump in May.</p><p>Stocks have been volatile this year, and recent selling has largely been tied to worries over inflation, rising interest rates and the likelihood of a recession.</p><p>"Today's report should extinguish any pretense that a 'pause' in rate hikes will likely be appropriate by the end of summer, as the Fed is clearly still behind the eight ball on bringing inflation under control," said Jason Pride, chief investment officer for private wealth at Glenmede in Philadelphia.</p><p>The Dow Jones Industrial Average fell 880 points, or 2.73%, to 31,392.79; the S&P 500 lost 116.96 points, or 2.91%, to 3,900.86; and the Nasdaq Composite dropped 414.20 points, or 3.52%, to 11,340.02.</p><p>The major indexes registered their biggest weekly percentage drops since the week ended Jan. 21, with the Dow down 4.58%, the S&P 500 down 5.06% and the Nasdaq down 5.60% for the week.</p><p>The S&P 500 is now down 18.2% for the year so far.</p><p>On Friday, the S&P 500 growth index took a 3.7% hit, while the value index fell 2.2%.</p><p>The inflation report was published ahead of an anticipated second 50 basis points rate hike from the Fed on Wednesday. A further half-percentage-point is priced in for July, with a strong chance of a similar move in September.</p><p>One worry is that an aggressive push higher on rates by the Fed could send the economy into recession.</p><p>Among the day's losers, Netflix Inc slid 5.1% after Goldman downgraded the streaming video giant's stock to "sell" from "neutral" due to a possibly weaker macro environment.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 5.70-to-1 ratio; on Nasdaq, a 4.05-to-1 ratio favored decliners.</p><p>The S&P 500 posted one new 52-week high and 44 new lows; the Nasdaq Composite recorded 17 new highs and 326 new lows.</p><p>Volume on U.S. exchanges was 12.62 billion shares, compared with the 11.88 billion average for the full session over the last 20 trading days.</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>Wall Street Suffers Biggest Weekly Loss Since January After Hot CPI Data</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\">\nWall Street Suffers Biggest Weekly Loss Since January After Hot CPI Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-11 07:12 GMT+8 <a href=https://www.streetinsider.com/ETFs/Wall+Street+suffers+biggest+weekly+loss+since+January+after+hot+CPI+data/20199959.html><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks posted their biggest weekly percentage declines since January and ended sharply lower on the day Friday as a steeper-than-expected rise in U.S. consumer prices in May fueled fears of more ...</p>\n\n<a href=\"https://www.streetinsider.com/ETFs/Wall+Street+suffers+biggest+weekly+loss+since+January+after+hot+CPI+data/20199959.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.streetinsider.com/ETFs/Wall+Street+suffers+biggest+weekly+loss+since+January+after+hot+CPI+data/20199959.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108712122","content_text":"U.S. stocks posted their biggest weekly percentage declines since January and ended sharply lower on the day Friday as a steeper-than-expected rise in U.S. consumer prices in May fueled fears of more aggressive interest rate hikes by the Federal Reserve.Tech and growth stocks, whose valuations rely more heavily on future cash flows, led the decline. Microsoft Corp, Amazon.com Inc and Apple Inc drove losses in the S&P 500.Following the inflation report, two-year Treasury yields, which are highly sensitive to rate hikes, spiked to 3.057%, the highest since June 2008. Benchmark 10-year yields reached 3.178%, the highest since May 9.The U.S. Labor Department's report showed the consumer price index (CPI) increased 1.0% last month after gaining 0.3% in April. Economists polled by Reuters had forecast the monthly CPI picking up 0.7%.Year-on-year, CPI surged 8.6%, its biggest gain since 1981 and following an 8.3% jump in May.Stocks have been volatile this year, and recent selling has largely been tied to worries over inflation, rising interest rates and the likelihood of a recession.\"Today's report should extinguish any pretense that a 'pause' in rate hikes will likely be appropriate by the end of summer, as the Fed is clearly still behind the eight ball on bringing inflation under control,\" said Jason Pride, chief investment officer for private wealth at Glenmede in Philadelphia.The Dow Jones Industrial Average fell 880 points, or 2.73%, to 31,392.79; the S&P 500 lost 116.96 points, or 2.91%, to 3,900.86; and the Nasdaq Composite dropped 414.20 points, or 3.52%, to 11,340.02.The major indexes registered their biggest weekly percentage drops since the week ended Jan. 21, with the Dow down 4.58%, the S&P 500 down 5.06% and the Nasdaq down 5.60% for the week.The S&P 500 is now down 18.2% for the year so far.On Friday, the S&P 500 growth index took a 3.7% hit, while the value index fell 2.2%.The inflation report was published ahead of an anticipated second 50 basis points rate hike from the Fed on Wednesday. A further half-percentage-point is priced in for July, with a strong chance of a similar move in September.One worry is that an aggressive push higher on rates by the Fed could send the economy into recession.Among the day's losers, Netflix Inc slid 5.1% after Goldman downgraded the streaming video giant's stock to \"sell\" from \"neutral\" due to a possibly weaker macro environment.Declining issues outnumbered advancing ones on the NYSE by a 5.70-to-1 ratio; on Nasdaq, a 4.05-to-1 ratio favored decliners.The S&P 500 posted one new 52-week high and 44 new lows; the Nasdaq Composite recorded 17 new highs and 326 new lows.Volume on U.S. exchanges was 12.62 billion shares, compared with the 11.88 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066874037,"gmtCreate":1651888830429,"gmtModify":1676534991709,"author":{"id":"3576226408916865","authorId":"3576226408916865","name":"Roycethong","avatar":"https://static.tigerbbs.com/3a4f83d55f675e37e2b2e725f614ebf5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PINS\">$Pinterest, Inc.(PINS)$</a>Take a position now","listText":"<a href=\"https://ttm.financial/S/PINS\">$Pinterest, Inc.(PINS)$</a>Take a position now","text":"$Pinterest, Inc.(PINS)$Take a position now","images":[{"img":"https://community-static.tradeup.com/news/1f391217dfdeef93778f78b452383314","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066874037","isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}
