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Why Apple May Get The "Last Laugh" In AI As Rivals Double Down On Spending Craze

2024-08-31

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2023-11-17

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2022-11-27

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2022-03-27

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2022-03-18

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FedEx, GameStop, CNFinance and United States Steel: What to Watch in the Stock Market Today

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Jones","summary":"It will have more free cash flow at its disposal and can 'pawn off' spending by leveraging other companies' technologies, analyst notes. Most big technology companies indicated this earnings season that their capital spending on artificial-intelligence data centers is continuing unabated. That makes Apple Inc. stand out even more for how much it's not spending.Investors once worried that Apple  was behind the pack in AI because it wasn't spending as much as its rivals. But now Apple's strategy might have more shine, at least according to one analyst.Currently, Apple's free cash flow is expected to run higher than its net income, unlike at other tech giants. Reitzes pointed out that in fiscal 2024, Apple generated $109 billion in free cash flow, above its net income of $104 billion, converting free cash flow at a rate of nearly 5% to reported net income. Apple was able to buy back $26.5 billion in stock in the December quarter and is on track to buy back $30 billion pe","content":"<html><head></head><body><p>Most big technology companies indicated this earnings season that their capital spending on artificial-intelligence data centers is continuing unabated. That makes Apple Inc. stand out even more for how much it&#39;s not spending.</p><p>Investors once worried that Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> was behind the pack in AI because it wasn&#39;t spending as much as its rivals. But now Apple&#39;s strategy might have more shine, at least according to one analyst.</p><p>Melius Research&#39;s Ben Reitzes said in a note Monday that as the &#34;the four big clouds&#34; - Alphabet Inc. <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, Amazon.com. Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Meta Platforms Inc. <a href=\"https://laohu8.com/S/META\">$(META)$</a> and Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> - boost their capital expenditures, those big outlays are going to affect their free cash flow. And that metric could get more scrutiny from Wall Street going forward.</p><p>&#34;We were taught that a stock&#39;s value is supposed to represent the net present value <a href=\"https://laohu8.com/S/NPV\">$(NPV)$</a> of its future cash flows,&#34; Reitzes wrote in a note to clients. &#34;Calculating NPV is a matter of perception that changes daily - including a discount rate that incorporates risk and assumptions for [capital expenditures] and depreciation.&#34; This is even harder now in the era of AI, he added.</p><p>But Apple, which even acknowledged on its earnings call last week that it takes a &#34;very prudent and deliberate approach&#34; to its capital spending, could very well have the &#34;last laugh,&#34; Reitzes said.</p><p>&#34;Apple could have the last laugh since it is a true &#39;toll road&#39; to mobile AI,&#34; he wrote. &#34;While haters focus on &#39;builds&#39; and micro-data points, it&#39;s the free cash flow that matters. Apple can partner with OpenAI (and eventually with Baidu in China), while leveraging public clouds to help train models and run their services businesses.&#34;</p><p>Reitzes said Apple could ostensibly &#34;pawn off&#34; the excess capital expenditures and operating expenditures on other tech giants, which may embark on a capital spending craze that could last a few more years.</p><p>&#34;As a result, Apple can deliver free cash flow structurally above net income right now as revenues accelerate for the next few years - while many others can&#39;t,&#34; he added.</p><p>Currently, Apple&#39;s free cash flow is expected to run higher than its net income, unlike at other tech giants. Reitzes pointed out that in fiscal 2024, Apple generated $109 billion in free cash flow, above its net income of $104 billion, converting free cash flow at a rate of nearly 5% to reported net income. Apple was able to buy back $26.5 billion in stock in the December quarter and is on track to buy back $30 billion per quarter &#34;for the foreseeable future.&#34;</p><p>That free cash flow ratio looks sustainable through fiscal 2027, he said, adding that revenue should also reaccelerate with higher-priced iPhones.</p><p>For the cloud companies, ratios of free cash flow versus net income look more troubling, especially if their revenues do not meet estimates going forward. In fiscal 2025, free cash flow projections for Google, Microsoft, Amazon and Meta are 29%, 33%, 24% and 34% below their estimated net income, respectively, Reitzes noted.</p><p>&#34;If cloud revenue doesn&#39;t beat estimates this year - and the market remains confused about DeepSeek-like innovations - investorpatience may wear thin and help Apple on a relative basis in the Mag 7,&#34; Reitzes said.</p><p>All the Magnificent Seven stocks - which also include Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> and Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> - were trading slightly higher on Monday, along with the broader market, even after Goldman Sachs strategists pointed out in a report that for the first time in two years, none of those tech giants had positive sales surprises in their quarterly results. The strategists advised shifting investments into companies with potential to monetize AI, such as software and services companies.</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>Why Apple May Get The \"Last Laugh\" In AI As Rivals Double Down On Spending Craze</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Apple May Get The \"Last Laugh\" In AI As Rivals Double Down On Spending Craze\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\">2025-02-11 11:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Most big technology companies indicated this earnings season that their capital spending on artificial-intelligence data centers is continuing unabated. That makes Apple Inc. stand out even more for how much it&#39;s not spending.</p><p>Investors once worried that Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> was behind the pack in AI because it wasn&#39;t spending as much as its rivals. But now Apple&#39;s strategy might have more shine, at least according to one analyst.</p><p>Melius Research&#39;s Ben Reitzes said in a note Monday that as the &#34;the four big clouds&#34; - Alphabet Inc. <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, Amazon.com. Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Meta Platforms Inc. <a href=\"https://laohu8.com/S/META\">$(META)$</a> and Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> - boost their capital expenditures, those big outlays are going to affect their free cash flow. And that metric could get more scrutiny from Wall Street going forward.</p><p>&#34;We were taught that a stock&#39;s value is supposed to represent the net present value <a href=\"https://laohu8.com/S/NPV\">$(NPV)$</a> of its future cash flows,&#34; Reitzes wrote in a note to clients. &#34;Calculating NPV is a matter of perception that changes daily - including a discount rate that incorporates risk and assumptions for [capital expenditures] and depreciation.&#34; This is even harder now in the era of AI, he added.</p><p>But Apple, which even acknowledged on its earnings call last week that it takes a &#34;very prudent and deliberate approach&#34; to its capital spending, could very well have the &#34;last laugh,&#34; Reitzes said.</p><p>&#34;Apple could have the last laugh since it is a true &#39;toll road&#39; to mobile AI,&#34; he wrote. &#34;While haters focus on &#39;builds&#39; and micro-data points, it&#39;s the free cash flow that matters. Apple can partner with OpenAI (and eventually with Baidu in China), while leveraging public clouds to help train models and run their services businesses.&#34;</p><p>Reitzes said Apple could ostensibly &#34;pawn off&#34; the excess capital expenditures and operating expenditures on other tech giants, which may embark on a capital spending craze that could last a few more years.</p><p>&#34;As a result, Apple can deliver free cash flow structurally above net income right now as revenues accelerate for the next few years - while many others can&#39;t,&#34; he added.</p><p>Currently, Apple&#39;s free cash flow is expected to run higher than its net income, unlike at other tech giants. Reitzes pointed out that in fiscal 2024, Apple generated $109 billion in free cash flow, above its net income of $104 billion, converting free cash flow at a rate of nearly 5% to reported net income. Apple was able to buy back $26.5 billion in stock in the December quarter and is on track to buy back $30 billion per quarter &#34;for the foreseeable future.&#34;</p><p>That free cash flow ratio looks sustainable through fiscal 2027, he said, adding that revenue should also reaccelerate with higher-priced iPhones.</p><p>For the cloud companies, ratios of free cash flow versus net income look more troubling, especially if their revenues do not meet estimates going forward. In fiscal 2025, free cash flow projections for Google, Microsoft, Amazon and Meta are 29%, 33%, 24% and 34% below their estimated net income, respectively, Reitzes noted.</p><p>&#34;If cloud revenue doesn&#39;t beat estimates this year - and the market remains confused about DeepSeek-like innovations - investorpatience may wear thin and help Apple on a relative basis in the Mag 7,&#34; Reitzes said.</p><p>All the Magnificent Seven stocks - which also include Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> and Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> - were trading slightly higher on Monday, along with the broader market, even after Goldman Sachs strategists pointed out in a report that for the first time in two years, none of those tech giants had positive sales surprises in their quarterly results. The strategists advised shifting investments into companies with potential to monetize AI, such as software and services companies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4592":"伊斯兰概念","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","USAW.SI":"AMZN 3xLongSG261006","NVDS.UK":"LS -1X NVIDIA","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","NVDA":"英伟达","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","AAPL":"苹果","NVIW.SI":"NVDA 3xLongSG261006","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","TSYW.SI":"TESLA 3xLongSG261006","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","GOOG":"谷歌","LU0072462426.USD":"贝莱德全球配置 A2","MSFT":"微软","LU0823411888.USD":"法巴消费创新基金 Cap","2NVD.UK":"2X NVIDIA ETP","NVDS":"1.5倍做空NVDA ETF-Tradr","NVD2.UK":"2X NVIDIA ETP","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","GOOGL":"谷歌A","NPV":"弗吉尼亚纽文市保","NVDU":"2倍做多NVDA ETF-Direxion","USJW.SI":"ALPHAB 3xLongSG261006","AMZN":"亚马逊","NVD3.UK":"LS 3X NVIDIA","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","MACW.SI":"APPLE 3xLongSG261006","NVDX":"2倍做多NVDA ETF-T-Rex","3NVD.UK":"LS 3X NVIDIA","SNVD.UK":"LS -1X NVIDIA","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","NVD":"2倍做空NVDA ETF-GraniteShares","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","TSLA":"特斯拉","NVDY":"NVDA期权收益策略ETF-YieldMax","META":"Meta Platforms, Inc."},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510986075","content_text":"Most big technology companies indicated this earnings season that their capital spending on artificial-intelligence data centers is continuing unabated. That makes Apple Inc. stand out even more for how much it's not spending.Investors once worried that Apple $(AAPL)$ was behind the pack in AI because it wasn't spending as much as its rivals. But now Apple's strategy might have more shine, at least according to one analyst.Melius Research's Ben Reitzes said in a note Monday that as the \"the four big clouds\" - Alphabet Inc. $(GOOG)$ $(GOOGL)$, Amazon.com. Inc. $(AMZN)$, Meta Platforms Inc. $(META)$ and Microsoft Corp. $(MSFT)$ - boost their capital expenditures, those big outlays are going to affect their free cash flow. And that metric could get more scrutiny from Wall Street going forward.\"We were taught that a stock's value is supposed to represent the net present value $(NPV)$ of its future cash flows,\" Reitzes wrote in a note to clients. \"Calculating NPV is a matter of perception that changes daily - including a discount rate that incorporates risk and assumptions for [capital expenditures] and depreciation.\" This is even harder now in the era of AI, he added.But Apple, which even acknowledged on its earnings call last week that it takes a \"very prudent and deliberate approach\" to its capital spending, could very well have the \"last laugh,\" Reitzes said.\"Apple could have the last laugh since it is a true 'toll road' to mobile AI,\" he wrote. \"While haters focus on 'builds' and micro-data points, it's the free cash flow that matters. Apple can partner with OpenAI (and eventually with Baidu in China), while leveraging public clouds to help train models and run their services businesses.\"Reitzes said Apple could ostensibly \"pawn off\" the excess capital expenditures and operating expenditures on other tech giants, which may embark on a capital spending craze that could last a few more years.\"As a result, Apple can deliver free cash flow structurally above net income right now as revenues accelerate for the next few years - while many others can't,\" he added.Currently, Apple's free cash flow is expected to run higher than its net income, unlike at other tech giants. Reitzes pointed out that in fiscal 2024, Apple generated $109 billion in free cash flow, above its net income of $104 billion, converting free cash flow at a rate of nearly 5% to reported net income. Apple was able to buy back $26.5 billion in stock in the December quarter and is on track to buy back $30 billion per quarter \"for the foreseeable future.\"That free cash flow ratio looks sustainable through fiscal 2027, he said, adding that revenue should also reaccelerate with higher-priced iPhones.For the cloud companies, ratios of free cash flow versus net income look more troubling, especially if their revenues do not meet estimates going forward. In fiscal 2025, free cash flow projections for Google, Microsoft, Amazon and Meta are 29%, 33%, 24% and 34% below their estimated net income, respectively, Reitzes noted.\"If cloud revenue doesn't beat estimates this year - and the market remains confused about DeepSeek-like innovations - investorpatience may wear thin and help Apple on a relative basis in the Mag 7,\" Reitzes said.All the Magnificent Seven stocks - which also include Nvidia $(NVDA)$ and Tesla $(TSLA)$ - were trading slightly higher on Monday, along with the broader market, even after Goldman Sachs strategists pointed out in a report that for the first time in two years, none of those tech giants had positive sales surprises in their quarterly results. The strategists advised shifting investments into companies with potential to monetize AI, such as software and services companies.","news_type":1,"symbols_score_info":{"NVDX":0.6,"MSFT":0.9,"MACW.SI":0.6,"NVDY":0.6,"USAW.SI":0.6,"NVD":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVD2.UK":0.6,"2NVD.UK":0.6,"META":0.9,"AMZN":0.9,"NVD3.UK":0.6,"3NVD.UK":0.6,"TSYW.SI":0.6,"NVDU":0.6,"SNVD.UK":0.6,"GOOG":0.9,"NVDA":1,"GOOGL":0.9,"AAPL":1,"NPV":1,"USJW.SI":0.6,"TSLA":1,"NVDD":0.6,"NVDS":0.6}},"isVote":1,"tweetType":1,"viewCount":1552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344442094723384,"gmtCreate":1725085084588,"gmtModify":1725085088465,"author":{"id":"3576269770454358","authorId":"3576269770454358","name":"Fattwong56","avatar":"https://community-static.tradeup.com/news/fbd323d16c92e97cfde30bf618a9c01f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576269770454358","authorIdStr":"3576269770454358"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/MMM 20240920 126.0 CALL BUY 1 | MMM 20240920 128.0 CALL SELL 1\">$MMM Vertical 240920 126.0C/128.0C$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/MMM 20240920 126.0 CALL BUY 1 | MMM 20240920 128.0 CALL SELL 1\">$MMM Vertical 240920 126.0C/128.0C$</a>&nbsp;","text":"$MMM Vertical 240920 126.0C/128.0C$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344442094723384","isVote":1,"tweetType":1,"viewCount":1937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242420477599928,"gmtCreate":1700221710609,"gmtModify":1700227063779,"author":{"id":"3576269770454358","authorId":"3576269770454358","name":"Fattwong56","avatar":"https://community-static.tradeup.com/news/fbd323d16c92e97cfde30bf618a9c01f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576269770454358","authorIdStr":"3576269770454358"},"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":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242420477599928","repostId":"2384877131","repostType":2,"repost":{"id":"2384877131","kind":"highlight","pubTimestamp":1700219764,"share":"https://ttm.financial/m/news/2384877131?lang=en_US&edition=fundamental","pubTime":"2023-11-17 19:16","market":"us","language":"en","title":"3 Long-Term Growth Stocks Analysts Are Bullish On","url":"https://stock-news.laohu8.com/highlight/detail?id=2384877131","media":"InvestorPlace","summary":"Here are three long-term growth stocks for your consideration if you’re looking to take a long position in a new name or two.","content":"<div>\n<p>Patient investors can profit from these long-term growth stocks. Nvidia (NVDA): The story stock of 2023 has a long runway for growth—and maybe a rising dividend. Block (SQ): The evolution of Block is ...</p>\n\n<a href=\"https://investorplace.com/2023/11/3-long-term-growth-stocks-analysts-are-bullish-on/\">Source Link</a>\n\n</div>\n","source":"investorplace_stock_picks","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>3 Long-Term Growth Stocks Analysts Are Bullish On</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\">\n3 Long-Term Growth Stocks Analysts Are Bullish On\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-17 19:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/11/3-long-term-growth-stocks-analysts-are-bullish-on/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Patient investors can profit from these long-term growth stocks. Nvidia (NVDA): The story stock of 2023 has a long runway for growth—and maybe a rising dividend. Block (SQ): The evolution of Block is ...</p>\n\n<a href=\"https://investorplace.com/2023/11/3-long-term-growth-stocks-analysts-are-bullish-on/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4106":"数据处理与外包服务","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4549":"软银资本持仓","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4227":"交易和支付处理服务","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4541":"氢能源","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4096":"电气部件与设备","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1548497426.USD":"安联环球人工智能AT Acc","BK4543":"AI","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4556":"基因编辑","NVDA":"英伟达","BK4533":"AQR资本管理(全球第二大对冲基金)","EDIT":"Editas Medicine, Inc.","LU0823414478.USD":"法巴经典能源转换基金","LU0080751232.USD":"富达环球多元动力基金A","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC"},"source_url":"https://investorplace.com/2023/11/3-long-term-growth-stocks-analysts-are-bullish-on/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2384877131","content_text":"Patient investors can profit from these long-term growth stocks. Nvidia (NVDA): The story stock of 2023 has a long runway for growth—and maybe a rising dividend. Block (SQ): The evolution of Block is offering value for consumers and investors. Editas Medicine (EDIT): The company continues to make progress on its EDIT-301 gene editing treatment. Source: ShutterstockMany investors are experiencing the impact of high inflation and high interest rates for the first time. It’s a time when following the daily market news can drive you crazy. First, good news is bad news, then good news is good news. That’s not just true of the meme stocks; it’s true of many long-term growth stocks.Being a buy-and-hold investor is easy with some dividend stocks, but it’s not always the case with growth stocks. You need money in long-term growth stocks if you have a long-term outlook. But which ones?Some time-honored advice is that when in doubt, take a wider view. Sometimes, that means looking at the chart; sometimes, taking a wider perspective is remembering why you bought the stock. Or, if you don’t own the stock, why are you considering it? Has anything changed that makes you doubt the case for its long-term growth?The end of the year is a good time to take a critical look at your portfolio. If you want to take a long position in a new name or two, here are three long-term growth stocks for your consideration. Nvidia (NVDA) Source: Evolf / Shutterstock.comIf artificial intelligence (AI) is the story of the year, then Nvidia (NASDAQ:NVDA) is the signature stock of that story. Everybody knew Nvidia was one of the leading names in the chip sector. However, knowing how valuable that leadership would be regarding AI applications was nearly impossible. NVDA stock is up over 239% in 2023, fueled mainly by its unquestioned leadership in delivering the essential chips for generative AI applications. But even that fantastic performance has come with some sharp pullbacks.However, in terms of long-term growth stocks, it doesn’t look much better than NVDA. Forty-four analysts have issued a one-year price forecast for Nvidia, and every single one has a price target higher than the $495.56 closing price on November 14, 2023. That’s rare.Analysts and many investors are convinced Nvidia can continue generating revenue and earnings to justify its premium valuation (currently 51x forward earnings). However, even with that growth, the company may consider increasing its dividend, which only costs about $400 million annually. That compares favorably to the $10.3 billion in trailing twelve-month free cash flow.In the past, the company has prioritized share buybacks. That may continue, but long-term investors may benefit from a juicier dividend down the road.Block (SQ) Source: Sergei Elagin / Shutterstock.comBlock (NYSE:SQ), formerly Square, is next on this list of long-term growth stocks. The case for making Block a long-term buy is its evolution. The company has expanded beyond being a point-of-sale (POS) and e-commerce payment processor. That’s why the company changed its name. Today, Block includes a Bitcoin and blockchain business and the company has recently entered the buy-now-pay-later (BNPL) space.It’s too early to call Block a sum-of-its-parts stock. But there’s clearly a roadmap for customers who become familiar with the company through Cash App to get more immersed in the other areas of its business. At least, that’s the plan. Forty analysts have offered a one-year price target on SQ stock. The consensus price target is $71.68, a 30% increase in the share price. The company recently authorized up to $1 billion in share buybacks to help offset some dilution that long-term investors have experienced.Editas Medicine (EDIT) Source: vxhal/ShutterStock.comGene editing is one of the most compelling growth sectors from now through 2030. Editas Medicine (NASDAQ:EDIT) is in a race to commercialize a first-of-its-kind treatment for sickle cell disease and beta-thalassemia. EDIT-301 is in late-stage clinical trials. In October 2023, the U.S. Food and Drug Administration (FDA) granted Editas a Regenerative Medicine Advanced Therapy (RMAT) designation to EDIT-301 for treating sickle cell disease. This will give the company the benefits of FDA Fast Track and Breakthrough Therapy designation programs, such as intensive FDA guidance, possible rolling review and priority review of the Biologics License Application (BLA).The company competes with CRSPR Therapeutics (NASDAQ:CRSP) for approval. However, analysts seem to be encouraged. The consensus price target for EDIT stock shows the potential for a 66.7% gain.","news_type":1,"symbols_score_info":{"SQ":1,"EDIT":1,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966292642,"gmtCreate":1669541655887,"gmtModify":1676538206124,"author":{"id":"3576269770454358","authorId":"3576269770454358","name":"Fattwong56","avatar":"https://community-static.tradeup.com/news/fbd323d16c92e97cfde30bf618a9c01f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576269770454358","authorIdStr":"3576269770454358"},"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966292642","repostId":"1106073881","repostType":2,"isVote":1,"tweetType":1,"viewCount":2380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010853566,"gmtCreate":1648344205107,"gmtModify":1676534328910,"author":{"id":"3576269770454358","authorId":"3576269770454358","name":"Fattwong56","avatar":"https://community-static.tradeup.com/news/fbd323d16c92e97cfde30bf618a9c01f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576269770454358","authorIdStr":"3576269770454358"},"themes":[],"htmlText":"I think this is 2&nbsp;stock is good buy for long term.&nbsp;","listText":"I think this is 2&nbsp;stock is good buy for long term.&nbsp;","text":"I think this is 2 stock is good buy for long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010853566","repostId":"2222855376","repostType":2,"isVote":1,"tweetType":1,"viewCount":1903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035276907,"gmtCreate":1647618557222,"gmtModify":1676534251686,"author":{"id":"3576269770454358","authorId":"3576269770454358","name":"Fattwong56","avatar":"https://community-static.tradeup.com/news/fbd323d16c92e97cfde30bf618a9c01f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576269770454358","authorIdStr":"3576269770454358"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035276907","repostId":"1155080326","repostType":2,"repost":{"id":"1155080326","kind":"news","pubTimestamp":1647593750,"share":"https://ttm.financial/m/news/1155080326?lang=en_US&edition=fundamental","pubTime":"2022-03-18 16:55","market":"us","language":"en","title":"FedEx, GameStop, CNFinance and United States Steel: What to Watch in the Stock Market Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1155080326","media":"benzinga","summary":"Some of the stocks that may grab investor focus today are:FedEx Corporation FDX reported weaker-than","content":"<div>\n<p>Some of the stocks that may grab investor focus today are:FedEx Corporation FDX reported weaker-than-expected earnings for its third quarter, while sales exceeded estimates. The company said it ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/03/26196363/5-stocks-to-watch-for-march-18-2022\">Source Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FedEx, GameStop, CNFinance and United States Steel: What to Watch in the Stock Market Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFedEx, GameStop, CNFinance and United States Steel: What to Watch in the Stock Market Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-18 16:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/03/26196363/5-stocks-to-watch-for-march-18-2022><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the stocks that may grab investor focus today are:FedEx Corporation FDX reported weaker-than-expected earnings for its third quarter, while sales exceeded estimates. The company said it ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/03/26196363/5-stocks-to-watch-for-march-18-2022\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CNF":"深泛联","X":"美国钢铁","FDX":"联邦快递","GME":"游戏驿站"},"source_url":"https://www.benzinga.com/news/earnings/22/03/26196363/5-stocks-to-watch-for-march-18-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155080326","content_text":"Some of the stocks that may grab investor focus today are:FedEx Corporation FDX reported weaker-than-expected earnings for its third quarter, while sales exceeded estimates. The company said it expects an adjusted EPS of $20.50 to $21.50. FedEx shares dropped 3.8% to $219.29 in the after-hours trading session.GameStop Corp GME reported a net loss for the fourth quarter on Thursday. Its net sales increased 6.2% to $1.88 billion, while its gross profit shrank 15.7% during the quarter. GameStop shares dipped 8% to $80.65 in after-hours trading.Analysts expect CNFinance Holdings Limited CNF to post a quarterly loss at $0.01 per share on revenue of $71.32 million before the opening bell. CNFinance shares rose 6.2% to $3.79 in after-hours trading.United States Steel Corp X issued weak earnings forecast for the first quarter. The company said it sees Q1 adjusted earnings to be in the range of $2.96 to $3 per share versus the estimate of $3.77 per share. United States Steel shares dropped 3.5% to $33.34 in the after-hours trading session.","news_type":1,"symbols_score_info":{"X":0.9,"GME":0.9,"FDX":0.9,"CNF":0.9}},"isVote":1,"tweetType":1,"viewCount":2485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":242420477599928,"gmtCreate":1700221710609,"gmtModify":1700227063779,"author":{"id":"3576269770454358","authorId":"3576269770454358","name":"Fattwong56","avatar":"https://community-static.tradeup.com/news/fbd323d16c92e97cfde30bf618a9c01f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576269770454358","idStr":"3576269770454358"},"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":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242420477599928","repostId":"2384877131","repostType":2,"isVote":1,"tweetType":1,"viewCount":1893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010853566,"gmtCreate":1648344205107,"gmtModify":1676534328910,"author":{"id":"3576269770454358","authorId":"3576269770454358","name":"Fattwong56","avatar":"https://community-static.tradeup.com/news/fbd323d16c92e97cfde30bf618a9c01f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576269770454358","idStr":"3576269770454358"},"themes":[],"htmlText":"I think this is 2&nbsp;stock is good buy for long term.&nbsp;","listText":"I think this is 2&nbsp;stock is good buy for long term.&nbsp;","text":"I think this is 2 stock is good buy for long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010853566","repostId":"2222855376","repostType":2,"isVote":1,"tweetType":1,"viewCount":1903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035276907,"gmtCreate":1647618557222,"gmtModify":1676534251686,"author":{"id":"3576269770454358","authorId":"3576269770454358","name":"Fattwong56","avatar":"https://community-static.tradeup.com/news/fbd323d16c92e97cfde30bf618a9c01f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576269770454358","idStr":"3576269770454358"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035276907","repostId":"1155080326","repostType":2,"repost":{"id":"1155080326","kind":"news","pubTimestamp":1647593750,"share":"https://ttm.financial/m/news/1155080326?lang=en_US&edition=fundamental","pubTime":"2022-03-18 16:55","market":"us","language":"en","title":"FedEx, GameStop, CNFinance and United States Steel: What to Watch in the Stock Market Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1155080326","media":"benzinga","summary":"Some of the stocks that may grab investor focus today are:FedEx Corporation FDX reported weaker-than","content":"<div>\n<p>Some of the stocks that may grab investor focus today are:FedEx Corporation FDX reported weaker-than-expected earnings for its third quarter, while sales exceeded estimates. The company said it ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/03/26196363/5-stocks-to-watch-for-march-18-2022\">Source Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FedEx, GameStop, CNFinance and United States Steel: What to Watch in the Stock Market Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFedEx, GameStop, CNFinance and United States Steel: What to Watch in the Stock Market Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-18 16:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/03/26196363/5-stocks-to-watch-for-march-18-2022><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the stocks that may grab investor focus today are:FedEx Corporation FDX reported weaker-than-expected earnings for its third quarter, while sales exceeded estimates. The company said it ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/03/26196363/5-stocks-to-watch-for-march-18-2022\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CNF":"深泛联","X":"美国钢铁","FDX":"联邦快递","GME":"游戏驿站"},"source_url":"https://www.benzinga.com/news/earnings/22/03/26196363/5-stocks-to-watch-for-march-18-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155080326","content_text":"Some of the stocks that may grab investor focus today are:FedEx Corporation FDX reported weaker-than-expected earnings for its third quarter, while sales exceeded estimates. The company said it expects an adjusted EPS of $20.50 to $21.50. FedEx shares dropped 3.8% to $219.29 in the after-hours trading session.GameStop Corp GME reported a net loss for the fourth quarter on Thursday. Its net sales increased 6.2% to $1.88 billion, while its gross profit shrank 15.7% during the quarter. GameStop shares dipped 8% to $80.65 in after-hours trading.Analysts expect CNFinance Holdings Limited CNF to post a quarterly loss at $0.01 per share on revenue of $71.32 million before the opening bell. CNFinance shares rose 6.2% to $3.79 in after-hours trading.United States Steel Corp X issued weak earnings forecast for the first quarter. The company said it sees Q1 adjusted earnings to be in the range of $2.96 to $3 per share versus the estimate of $3.77 per share. United States Steel shares dropped 3.5% to $33.34 in the after-hours trading session.","news_type":1,"symbols_score_info":{"X":0.9,"GME":0.9,"FDX":0.9,"CNF":0.9}},"isVote":1,"tweetType":1,"viewCount":2485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402308771340960,"gmtCreate":1739247684183,"gmtModify":1739247688168,"author":{"id":"3576269770454358","authorId":"3576269770454358","name":"Fattwong56","avatar":"https://community-static.tradeup.com/news/fbd323d16c92e97cfde30bf618a9c01f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576269770454358","idStr":"3576269770454358"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/402308771340960","repostId":"2510986075","repostType":2,"repost":{"id":"2510986075","kind":"highlight","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":1739245707,"share":"https://ttm.financial/m/news/2510986075?lang=en_US&edition=fundamental","pubTime":"2025-02-11 11:48","market":"sg","language":"en","title":"Why Apple May Get The \"Last Laugh\" In AI As Rivals Double Down On Spending Craze","url":"https://stock-news.laohu8.com/highlight/detail?id=2510986075","media":"Dow Jones","summary":"It will have more free cash flow at its disposal and can 'pawn off' spending by leveraging other companies' technologies, analyst notes. Most big technology companies indicated this earnings season that their capital spending on artificial-intelligence data centers is continuing unabated. That makes Apple Inc. stand out even more for how much it's not spending.Investors once worried that Apple  was behind the pack in AI because it wasn't spending as much as its rivals. But now Apple's strategy might have more shine, at least according to one analyst.Currently, Apple's free cash flow is expected to run higher than its net income, unlike at other tech giants. Reitzes pointed out that in fiscal 2024, Apple generated $109 billion in free cash flow, above its net income of $104 billion, converting free cash flow at a rate of nearly 5% to reported net income. Apple was able to buy back $26.5 billion in stock in the December quarter and is on track to buy back $30 billion pe","content":"<html><head></head><body><p>Most big technology companies indicated this earnings season that their capital spending on artificial-intelligence data centers is continuing unabated. That makes Apple Inc. stand out even more for how much it&#39;s not spending.</p><p>Investors once worried that Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> was behind the pack in AI because it wasn&#39;t spending as much as its rivals. But now Apple&#39;s strategy might have more shine, at least according to one analyst.</p><p>Melius Research&#39;s Ben Reitzes said in a note Monday that as the &#34;the four big clouds&#34; - Alphabet Inc. <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, Amazon.com. Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Meta Platforms Inc. <a href=\"https://laohu8.com/S/META\">$(META)$</a> and Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> - boost their capital expenditures, those big outlays are going to affect their free cash flow. And that metric could get more scrutiny from Wall Street going forward.</p><p>&#34;We were taught that a stock&#39;s value is supposed to represent the net present value <a href=\"https://laohu8.com/S/NPV\">$(NPV)$</a> of its future cash flows,&#34; Reitzes wrote in a note to clients. &#34;Calculating NPV is a matter of perception that changes daily - including a discount rate that incorporates risk and assumptions for [capital expenditures] and depreciation.&#34; This is even harder now in the era of AI, he added.</p><p>But Apple, which even acknowledged on its earnings call last week that it takes a &#34;very prudent and deliberate approach&#34; to its capital spending, could very well have the &#34;last laugh,&#34; Reitzes said.</p><p>&#34;Apple could have the last laugh since it is a true &#39;toll road&#39; to mobile AI,&#34; he wrote. &#34;While haters focus on &#39;builds&#39; and micro-data points, it&#39;s the free cash flow that matters. Apple can partner with OpenAI (and eventually with Baidu in China), while leveraging public clouds to help train models and run their services businesses.&#34;</p><p>Reitzes said Apple could ostensibly &#34;pawn off&#34; the excess capital expenditures and operating expenditures on other tech giants, which may embark on a capital spending craze that could last a few more years.</p><p>&#34;As a result, Apple can deliver free cash flow structurally above net income right now as revenues accelerate for the next few years - while many others can&#39;t,&#34; he added.</p><p>Currently, Apple&#39;s free cash flow is expected to run higher than its net income, unlike at other tech giants. Reitzes pointed out that in fiscal 2024, Apple generated $109 billion in free cash flow, above its net income of $104 billion, converting free cash flow at a rate of nearly 5% to reported net income. Apple was able to buy back $26.5 billion in stock in the December quarter and is on track to buy back $30 billion per quarter &#34;for the foreseeable future.&#34;</p><p>That free cash flow ratio looks sustainable through fiscal 2027, he said, adding that revenue should also reaccelerate with higher-priced iPhones.</p><p>For the cloud companies, ratios of free cash flow versus net income look more troubling, especially if their revenues do not meet estimates going forward. In fiscal 2025, free cash flow projections for Google, Microsoft, Amazon and Meta are 29%, 33%, 24% and 34% below their estimated net income, respectively, Reitzes noted.</p><p>&#34;If cloud revenue doesn&#39;t beat estimates this year - and the market remains confused about DeepSeek-like innovations - investorpatience may wear thin and help Apple on a relative basis in the Mag 7,&#34; Reitzes said.</p><p>All the Magnificent Seven stocks - which also include Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> and Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> - were trading slightly higher on Monday, along with the broader market, even after Goldman Sachs strategists pointed out in a report that for the first time in two years, none of those tech giants had positive sales surprises in their quarterly results. The strategists advised shifting investments into companies with potential to monetize AI, such as software and services companies.</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>Why Apple May Get The \"Last Laugh\" In AI As Rivals Double Down On Spending Craze</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Apple May Get The \"Last Laugh\" In AI As Rivals Double Down On Spending Craze\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\">2025-02-11 11:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Most big technology companies indicated this earnings season that their capital spending on artificial-intelligence data centers is continuing unabated. That makes Apple Inc. stand out even more for how much it&#39;s not spending.</p><p>Investors once worried that Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> was behind the pack in AI because it wasn&#39;t spending as much as its rivals. But now Apple&#39;s strategy might have more shine, at least according to one analyst.</p><p>Melius Research&#39;s Ben Reitzes said in a note Monday that as the &#34;the four big clouds&#34; - Alphabet Inc. <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, Amazon.com. Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Meta Platforms Inc. <a href=\"https://laohu8.com/S/META\">$(META)$</a> and Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> - boost their capital expenditures, those big outlays are going to affect their free cash flow. And that metric could get more scrutiny from Wall Street going forward.</p><p>&#34;We were taught that a stock&#39;s value is supposed to represent the net present value <a href=\"https://laohu8.com/S/NPV\">$(NPV)$</a> of its future cash flows,&#34; Reitzes wrote in a note to clients. &#34;Calculating NPV is a matter of perception that changes daily - including a discount rate that incorporates risk and assumptions for [capital expenditures] and depreciation.&#34; This is even harder now in the era of AI, he added.</p><p>But Apple, which even acknowledged on its earnings call last week that it takes a &#34;very prudent and deliberate approach&#34; to its capital spending, could very well have the &#34;last laugh,&#34; Reitzes said.</p><p>&#34;Apple could have the last laugh since it is a true &#39;toll road&#39; to mobile AI,&#34; he wrote. &#34;While haters focus on &#39;builds&#39; and micro-data points, it&#39;s the free cash flow that matters. Apple can partner with OpenAI (and eventually with Baidu in China), while leveraging public clouds to help train models and run their services businesses.&#34;</p><p>Reitzes said Apple could ostensibly &#34;pawn off&#34; the excess capital expenditures and operating expenditures on other tech giants, which may embark on a capital spending craze that could last a few more years.</p><p>&#34;As a result, Apple can deliver free cash flow structurally above net income right now as revenues accelerate for the next few years - while many others can&#39;t,&#34; he added.</p><p>Currently, Apple&#39;s free cash flow is expected to run higher than its net income, unlike at other tech giants. Reitzes pointed out that in fiscal 2024, Apple generated $109 billion in free cash flow, above its net income of $104 billion, converting free cash flow at a rate of nearly 5% to reported net income. Apple was able to buy back $26.5 billion in stock in the December quarter and is on track to buy back $30 billion per quarter &#34;for the foreseeable future.&#34;</p><p>That free cash flow ratio looks sustainable through fiscal 2027, he said, adding that revenue should also reaccelerate with higher-priced iPhones.</p><p>For the cloud companies, ratios of free cash flow versus net income look more troubling, especially if their revenues do not meet estimates going forward. In fiscal 2025, free cash flow projections for Google, Microsoft, Amazon and Meta are 29%, 33%, 24% and 34% below their estimated net income, respectively, Reitzes noted.</p><p>&#34;If cloud revenue doesn&#39;t beat estimates this year - and the market remains confused about DeepSeek-like innovations - investorpatience may wear thin and help Apple on a relative basis in the Mag 7,&#34; Reitzes said.</p><p>All the Magnificent Seven stocks - which also include Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> and Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> - were trading slightly higher on Monday, along with the broader market, even after Goldman Sachs strategists pointed out in a report that for the first time in two years, none of those tech giants had positive sales surprises in their quarterly results. The strategists advised shifting investments into companies with potential to monetize AI, such as software and services companies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4592":"伊斯兰概念","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","USAW.SI":"AMZN 3xLongSG261006","NVDS.UK":"LS -1X NVIDIA","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","NVDA":"英伟达","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","AAPL":"苹果","NVIW.SI":"NVDA 3xLongSG261006","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","TSYW.SI":"TESLA 3xLongSG261006","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","GOOG":"谷歌","LU0072462426.USD":"贝莱德全球配置 A2","MSFT":"微软","LU0823411888.USD":"法巴消费创新基金 Cap","2NVD.UK":"2X NVIDIA ETP","NVDS":"1.5倍做空NVDA ETF-Tradr","NVD2.UK":"2X NVIDIA ETP","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","GOOGL":"谷歌A","NPV":"弗吉尼亚纽文市保","NVDU":"2倍做多NVDA ETF-Direxion","USJW.SI":"ALPHAB 3xLongSG261006","AMZN":"亚马逊","NVD3.UK":"LS 3X NVIDIA","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","MACW.SI":"APPLE 3xLongSG261006","NVDX":"2倍做多NVDA ETF-T-Rex","3NVD.UK":"LS 3X NVIDIA","SNVD.UK":"LS -1X NVIDIA","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","NVD":"2倍做空NVDA ETF-GraniteShares","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","TSLA":"特斯拉","NVDY":"NVDA期权收益策略ETF-YieldMax","META":"Meta Platforms, Inc."},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510986075","content_text":"Most big technology companies indicated this earnings season that their capital spending on artificial-intelligence data centers is continuing unabated. That makes Apple Inc. stand out even more for how much it's not spending.Investors once worried that Apple $(AAPL)$ was behind the pack in AI because it wasn't spending as much as its rivals. But now Apple's strategy might have more shine, at least according to one analyst.Melius Research's Ben Reitzes said in a note Monday that as the \"the four big clouds\" - Alphabet Inc. $(GOOG)$ $(GOOGL)$, Amazon.com. Inc. $(AMZN)$, Meta Platforms Inc. $(META)$ and Microsoft Corp. $(MSFT)$ - boost their capital expenditures, those big outlays are going to affect their free cash flow. And that metric could get more scrutiny from Wall Street going forward.\"We were taught that a stock's value is supposed to represent the net present value $(NPV)$ of its future cash flows,\" Reitzes wrote in a note to clients. \"Calculating NPV is a matter of perception that changes daily - including a discount rate that incorporates risk and assumptions for [capital expenditures] and depreciation.\" This is even harder now in the era of AI, he added.But Apple, which even acknowledged on its earnings call last week that it takes a \"very prudent and deliberate approach\" to its capital spending, could very well have the \"last laugh,\" Reitzes said.\"Apple could have the last laugh since it is a true 'toll road' to mobile AI,\" he wrote. \"While haters focus on 'builds' and micro-data points, it's the free cash flow that matters. Apple can partner with OpenAI (and eventually with Baidu in China), while leveraging public clouds to help train models and run their services businesses.\"Reitzes said Apple could ostensibly \"pawn off\" the excess capital expenditures and operating expenditures on other tech giants, which may embark on a capital spending craze that could last a few more years.\"As a result, Apple can deliver free cash flow structurally above net income right now as revenues accelerate for the next few years - while many others can't,\" he added.Currently, Apple's free cash flow is expected to run higher than its net income, unlike at other tech giants. Reitzes pointed out that in fiscal 2024, Apple generated $109 billion in free cash flow, above its net income of $104 billion, converting free cash flow at a rate of nearly 5% to reported net income. Apple was able to buy back $26.5 billion in stock in the December quarter and is on track to buy back $30 billion per quarter \"for the foreseeable future.\"That free cash flow ratio looks sustainable through fiscal 2027, he said, adding that revenue should also reaccelerate with higher-priced iPhones.For the cloud companies, ratios of free cash flow versus net income look more troubling, especially if their revenues do not meet estimates going forward. In fiscal 2025, free cash flow projections for Google, Microsoft, Amazon and Meta are 29%, 33%, 24% and 34% below their estimated net income, respectively, Reitzes noted.\"If cloud revenue doesn't beat estimates this year - and the market remains confused about DeepSeek-like innovations - investorpatience may wear thin and help Apple on a relative basis in the Mag 7,\" Reitzes said.All the Magnificent Seven stocks - which also include Nvidia $(NVDA)$ and Tesla $(TSLA)$ - were trading slightly higher on Monday, along with the broader market, even after Goldman Sachs strategists pointed out in a report that for the first time in two years, none of those tech giants had positive sales surprises in their quarterly results. The strategists advised shifting investments into companies with potential to monetize AI, such as software and services companies.","news_type":1,"symbols_score_info":{"NVDX":0.6,"MSFT":0.9,"MACW.SI":0.6,"NVDY":0.6,"USAW.SI":0.6,"NVD":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVD2.UK":0.6,"2NVD.UK":0.6,"META":0.9,"AMZN":0.9,"NVD3.UK":0.6,"3NVD.UK":0.6,"TSYW.SI":0.6,"NVDU":0.6,"SNVD.UK":0.6,"GOOG":0.9,"NVDA":1,"GOOGL":0.9,"AAPL":1,"NPV":1,"USJW.SI":0.6,"TSLA":1,"NVDD":0.6,"NVDS":0.6}},"isVote":1,"tweetType":1,"viewCount":1552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344442094723384,"gmtCreate":1725085084588,"gmtModify":1725085088465,"author":{"id":"3576269770454358","authorId":"3576269770454358","name":"Fattwong56","avatar":"https://community-static.tradeup.com/news/fbd323d16c92e97cfde30bf618a9c01f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576269770454358","idStr":"3576269770454358"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/MMM 20240920 126.0 CALL BUY 1 | MMM 20240920 128.0 CALL SELL 1\">$MMM Vertical 240920 126.0C/128.0C$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/MMM 20240920 126.0 CALL BUY 1 | MMM 20240920 128.0 CALL SELL 1\">$MMM Vertical 240920 126.0C/128.0C$</a>&nbsp;","text":"$MMM Vertical 240920 126.0C/128.0C$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344442094723384","isVote":1,"tweetType":1,"viewCount":1937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966292642,"gmtCreate":1669541655887,"gmtModify":1676538206124,"author":{"id":"3576269770454358","authorId":"3576269770454358","name":"Fattwong56","avatar":"https://community-static.tradeup.com/news/fbd323d16c92e97cfde30bf618a9c01f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576269770454358","idStr":"3576269770454358"},"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966292642","repostId":"1106073881","repostType":2,"isVote":1,"tweetType":1,"viewCount":2380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}